Date of Publication

3-2020

Document Type

Master's Thesis

Degree Name

Master of Business Administration

Subject Categories

Finance and Financial Management

College

Ramon V. Del Rosario College of Business

Department/Unit

Management and Organization

Thesis Adviser

Maria Paquita D. Bonnet

Defense Panel Chair

Benito L. Teehankee

Defense Panel Member

Divina Edralin
Rachel Quero

Abstract/Summary

The action research featured a Metro Manila-based financial institution, offering loans and services to its customers. Similar to any business entities, the institution faced management challenges while embarking on significant business transformation. It then became the focus of this action research project.

Following the Action Research (AR) and cycle design by Coghlan (Coghlan, 2015) partnered with trifocal frameworks lifted planned change to maximize the potential of the project on identifying the generally acceptable computation of the mutual benefit fund and its appropriation to the financial statement. Through collaborative efforts of the stakeholders involved, two AR cycles, along with discussion and analyses of the interventions applied composed of various tools applicable to the project comprehending from factors of people, policies, and platforms in place. The concept note transpired into an institutionalized policy was one of the most notable AR intervention.

The AR becomes part of the continuing work of science in business administration. Therefore, using Kottler’s 8-Steps Process for Leading Change and After-Action Review frameworks, the research emerged additional frameworks I called Tricoli, Ripple Action Research, and the Optimized Ripple Action Research eventually. The framework also is developmental, as future action researchers can continue to amplify the practice through additional usable knowledge of the broader context. The framework also seizes the transformation of any business sizes through interconnectivity, meaning only the shared ground eradicating differences to attain the holistic goals of any organization leading to actions of sustainability.

Abstract Format

html

Language

English

Format

Electronic

Keywords

Financial institutions; Mutual funds

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Embargo Period

8-9-2022

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