Rob Parson at Morgan Stanley

...

Promote Rob :

Recommending Rob Parson for promotion will not affect his customers as well as the position of the company in the market. Relation with Paul also wil not be affected but this decision will involve the completion of the evaluation and development summary, which would eventually be reviewed by a evaluation committee. The committee, a group of senior managing directors across the firm, is likely to reject the recommendation based on the Parson’s increasing negative 360 degree performance appraisal review.

Such an action will also set a precedent that attracting business at the cost of company culture was acceptable and would therefore be detrimental to the efforts of the senior management at creating an environment that fosters teamwork and collaboration.

Do not Promote Rob:

If Rob is not promoted the environment of the company with respect to the teamwork and collaboration will be restored but it will affect the relation between Rob and Paul which might even lead to him leaving the job. This would affect both the company's performance as well as the affect the customer/client relation in case he takes the clients with him to some other organization.

Defer Rob's promotion:

Deferring the recommendation for promotion would still require the completion of the evaluation and development summary, which would then form the basis of Parson’s annual performance review. Such a course of action will maintain the relation between Rob and Paul as well as keep the culture of the company intact. It will also provide an opportunity to Rob to improve his attitudes towards others.

Recommendation

Based on the evaluation of the best options we recommend that Rob Parson’s promotion be deferred for another year.

Action Plan

The decision to defer the recommendation for Rob Parson’s Promotion and the reason for the same need to be conveyed personally, a necessity considering his efforts and contribution to business at Morgan Stanley. It should also be conveyed that the company would be reluctant to lose a performer like Parson and that the management was willing to explore the possibility of a mentorship program or professional counselling to assist Parson’s interpersonal development.

Contingency Plan

As Rob Parson is a very important asset to the company so promote him despite his bad feedback and ensure his work is promoted by the senior managers among his colleagues to foster a better relationship amongst them.