Outline of the Integration Paper of INNOFAB

Part I: Company Background

1.1 Company Name
Associated Ship Management
1.2 Address
5/F 665 CRI Building, Pres. Quirino Avenue, Malate, Manila, Philippines
1.3 Nature of Business
Manpower Services
1.4 Form of Ownership
Corporation
1.5 Name of Owner(s)
a. Ablerto Gomez and Nenelita Gomez
b. Alberto Gomez, Nenelita Gomez, Miguel Gomez, Michaela Gomez.
1.6 Company Size
a. Capital Asset
b. 300 land based and 3000-4000 sea based
1.7 Industry Classification
Maritime and shipping
1.8 Type of Product(s) / Services offered
Associated Ship Management Offers crew outsourcing services to ship-owners with a
wide variety of crew trained extensively in a wide variety of ship types. In terms of Ship types
ASM has crew trained for operations on commercial cargo, LPG, Bunker fuel tankers, Crude
oil tankers, ore and metals transport vessels.
In terms of crew ranks and specialization Associated Ship Management offers
deck and engine crews, deck crews are composed of deck ratings, which are stewards,
cooks, ordinary seafarers, able seamen, and officers, third mate chief mate and captains.
Engine crews are composed of engine ratings; oilers, welders, wipers and engine officers,
3rd engineer, 2nd engineer and chief mate
1.9 Company History
Associated Ship Management was established in the year 2002 by Alberto
Gomez, Nenelita Gomez and a German business partner with Alberto Gomez and
Nenelita Gomez holding controlling shares of the company, the plan for ASM was drafted
in 1993 and originally ran as a cadet training program before full incorporation, seeing
the quality and value of Filipino seafarers the Germans decided to avail of more services
and likewise ASM had to expand and into what it is today to meet the growing demand.
1.10
-

Organizational Structure
a. Formal Structure
Identify the following positions using the prescribed table format
Name
Individual

of Position Held

Alberto Gomez
Nenelita
Gomez

Department
Belong to

Duties
and Degree
of
Responsibilities Authority (Line
or Staff)

1.11

Discuss the different levels of management the structure has

Discuss the proper chain of command observed by the firm
Attach the organizational chart
b. Informal Structure
Identify the faction(s) created thru the informal structure
Yes

1.12

The company earned 40% over all the expenses incurred in last years operations

PART II: Definition of Family Owned

2.1 Basis of Definition
- identify author being cited for definition
-

state the definition given by the author and relate to how it applies to the chosen firm
- provide proofs of claim
* if Ownership proof shall be copies of General Information Sheet (taken from the
Securities and Exchange Commission)
- or copies of business permits where names of owners are indicated
* If Control / Management proof shall be in any of the following forms:
- Organizational chart indicating the family members degree of control
and management to the firm
- And certification duly signed by the family members themselves
attesting to such claim
* If succession then it still boils down to ownership since the requirements for proof
would be either the General Information Sheet or business permits
showing names of the children to which the business has been passed
on. Also, copies of the old General Information Sheets and old business
permits should be submitted indicating the names of the earlier
generation of owners.

2.2 Cast of Characters from the family business

- identify the different characters found in the family and in the business from the older
generation to the younger generation including the outsiders. Refer to the notes on this
topic for the names of the characters. Use the prescribed table format:
Name of Individual

Character Portrayed

Proof of claim cite

instance to justify claim

2.3 Enumerate reasons why the business was started.

2.4 Enumerate Advantages for having a family business
2.5 Enumerate the Disadvantages experienced by the family for having the business
PART III: Understanding the Family
3.1 Family Structure
a. Identify the different members of the family
Name
(Full
name)

Position
Birthday
(e.g. father,
mother, etc)

Age

Occupation
(e.g. Name
of
Owner, employee, Company (if
student, none)
employee)
Name
of
school
(if
student)

b.Identify the family structure (Enmeshed, disengaged or individuated)

- Cite an instance to justify your claim
c. Identify the degree of differentiation of each of the family members have
- Cite instances to justify your claim
Name of the individual
Degree of differentiation
Justification
d. Has there been any issues of cut-off of any family member? If yes, discuss how this
happened
3.2 Spousal Subsystem

a. Identify the spousal leadership style (symmetrical, reciprocal, and complimentary)

b. cite instances to justify your claim
c. Discuss the four elements (management of conflict, individuation separation,
emotional expressiveness and acceptance of change) of family culture practiced by
the family
Element

Discuss how they are done

3.3 Parenting Subsystem

a. Whose point of view prevails in decisions done by the family (parent or child)
Justify claim
b.Is there any triangulation issues happening within the family?
If yes, who initiated? (parent or child)
Discuss how it happened
3.4 Sibling Subsystem
a. Identify the children in the family
Name

Position (e.g. Oldest, Middle

or Youngest)

Trait(s)

b. Identify the sibling subsystem of the parents in the family in terms of the following:
Position among siblings, Sex Mix of their respective families
Name

Position in the
current family
(e.g. father or
mother)

Position
Sex Mix of the Trait(s)
among siblings siblings
(e.g.
Oldest,
etc.)

c. Identify the marital relationship the parents of the family have based on their sex mix
(e.g. complementary, non-complementary, double non-complementary)
d. Justify your claim
e. Is there any sibling rivalry among the children or among the siblings of the parents?
f. If yes, what are the factor that contributed to the rivalry
g. Cite instances to justify claims
PART IV: Understanding the Influence of the Family on the Business
4.1 The Owner
a. Enumerate the following using the prescribed table format:
Name of Characteristics
the
Owner(s)

Power
Orientation

Leadership style
(e.g. push, pull or
centered)

b. Identify the cultural pattern of the business (e.g. paternalistic, participative, laissez
faire or professional) using the seven areas of basic assumptions.
c. Enumerate how the organizational culture of the firm is manifested in the following
areas:
Core Beliefs

Values

Rites and Rituals

Artifacts

4.2 Family Culture

a. Identify the cultural pattern of the family (e.g. paternalistic, collaborative or conflicted)
b. Justify claim (cite instances)
c. Identify the family philosophy (e.g. family first, business first, or family enterprise first)
d. Justify claim (cite instances)
e, Identify family type
f. Justify claim
4.3 Genogram
Attach the genogram of the family
4.4 Conflict Resolution Strategy
a. Identify the conflict resolution strategy of each member of the family using the
questionnaire of Thomas Kilman

b. Attach the answered questionnaire from each family member in the appendices
portion
4.5 Relationship Intelligence
a. Identify the degree of relationship intelligence the family has using the questionnaire
b. Show the diagram indicating to which quadrant the family belongs to
c. Discuss the traits of the family given the quadrant they belong to
d. Attach the answered relationship intelligence form on the appendices portion
PART V: Managing the Family Business
5.1 Systems Overlap
a. What kind of nepotism does the family follow? Controlled or un-controlled
b. Cite instances to justify claim
c. Enumerate the problems encountered by the business due to the overlapping of the
family and business systems. Use the prescribed format:
Problem Areas

Sources of Problem

Type
of
Problem(s)
Encountered (discussion of
the problems)

Family Relationship

Between Spouses
Between Parent and Child
Among Siblings
Personal
and
Working Role Carry Over
Relationship
Role Definition
Operational
Compensation
Appraisal
Training and Development
Cash Management
Management of Change
5.2 Family Business Planning
a. Present the different types of plans the family business uses
b. Discuss how they go about their planning process
5.3 Governance Mechanisms
a. Identify the different governance mechanisms employed by the business
PART VI: Managing Transition
6.1 Changes Over Time
a. Identify the changes happening to the family and the business coming from the
following aspects:
- Individual Axis (each member)
- Ownership Axis
- Family Axis
- Organization Axis
- Industry Axis
6.2 Professionalizing the Business
- Discuss if the family had professionalize the business and explain the reason behind it
- If yes, what approach was used (incremental, evolutionary, revolutionary)
- Explain your answer
- If not yet, do they have plans and if so, what approach will they use
6.3 Succession
- Has the family identified a successor for the business
- If yes, how was he / she identified (discuss the succession process refer to the
lecture on this)
- If not yet, what will be the basis of succession to be applied by the firm (again refer to
the notes)
6.4 Wealth Management
- Discuss how the wealth is being managed by the family
(refer to the notes for this)

PART VII: CONCLUSION

Given what you have learned about the family and business you have chosen for the paper,
conclude whether or not the family business is successful. Explain your answer.
APPENDICES:
1. Proofs for the Definition of Family Business (e.g. G.I.S. , business permits, etc)
2. Answered Forms for Conflict Resolution Strategies (from all respondents)
3. Answered Forms for Relationship Intelligence (from all respondents)
4. Photo Documents (e.g. pictures of the family, business, product(s) of the business, etc.)