Avergonzado, Alexandra Kylie

Case Study – Mastercard

I. Introduction
Mastercard became a public cooperation in May 2006, they started doing new things
for the company. They held the “largest single learning event in the company’s
history”, they had an event called “RoadMap to the Future”, which has 4.5-hour
seminars conducted in 110 workshops in 36 cities over a three-week time frame.

II. Statement of the Problem

The event requires serious and detailed planning. The managers are expected to hire
more specialists to teach their employees about what being a publicly traded company
meant and what changes they could expect.

A. Objectives
 To ensure that every employee understood the business strategy and how
MasterCard would be different from IPO.
 To be detailed about the company’s strategy as a public company and
what it would take to successfully pursue that strategy.

III. Analysis and Findings

The learning event, RoadMap to the Future, is anchored by three learning maps or
topics. First, “Universe of Opportunity” would describe the company’s competitive
landscape and industry challenges/opportunities. Second, “How We Make Money”,
focuses on MasterCard’s financial models and how it fit into the industry. Lastly,
“New Climate, New Culture, New Company”, is the detailed about the company’s
strategy as a public company and what it would take to successfully pursue that
strategy.

IV. Conclusion and Recommendations

The event is good because it helps the company and employees to explore more and
venture for the benefit of the company. They should set practical goals to ensure the
success of the event.
 Case No./Title: Mastercard
Problem Statement: The event requires serious and detailed planning. The managers are
expected to hire more specialists to teach their employees about what being a publicly traded
company meant and what changes they could expect.

FACTS IDEAS LEARNING RESPONSIBLE ACTION

OBJECTIVES/IDEAS PLANS/RESOURCES
“Universe of The first To describe the Rebecca Ray Have good speakers
Opportunity” topic in company’s competitive and sources
the landscape and industry
training challenges/opportunities.
program. .

“How We Second To focus on Rebecca Ray Have speakers who are

Make topic MasterCard’s financial professionals in the
Money” models field of finance.

“New Third It focuses on the Rebecca Ray Have activities as a

Climate, topic. company’s strategy as a team to ensure
New Culture, public company and teamwork.
New what it would take to
Company” successfully purse that
strategy.

Discussion Questions
1. What role do you think goals would play in planning for this training event? List some
goals you think might be important. (Make sure these goals have the characteristics of
well-written goals.)
 - Goals are helpful to achieve the purpose of the training event and serves as inspiration.
Goals such as:
 Trustworthy Goals: Goals that an organization will actually pursue.
 Take into action the goals they plan to do. As they say, actions speak louder than
words.
2. What types of plans would be needed for actually doing the event? (for instance, strategic
or operational or both? Short term, long term, or both?) Explain why you think these
plans would be important.
- Strategic plans are a must, plans that apply to good organization and establish the
organization’s overall goals and seek to side the organization in terms of its environment.
Operational plans- plans that designate the details of how the overall goals are to be
achieved. These plans matter to make sure that the training event is overall successful.
3. What challenges might there be in doing such an event? How about doing such an
event in different global locations over a short time frame? How could they best prepare
for those challenges?
- There might be challenges like last minute decisions for example, what if a speak would
cancel and won’t show up. There could be technical problems in the sound systems. If
doing this event in different global locations over a short time frame then I think it would
lack proper planning and the best way to prepare for challenges would be to always have
goals in the first place and plan beforehand and not just days before or weeks before the
event.

4. What did case story teach you about planning?

- Planning is so important because it gives you more time to prepare for everything from
the little things to the big things from getting people to handle the event, from
concessions and from transportation and all that. Planning helps to critically assess the
goal if it’s realistic to measure its performance.