簡易檢索 / 詳目顯示

研究生: 梁金鳳
Liang, Chin-Feng
論文名稱: 業務人?組織人?從組織發展視角
Business People? Organizer? From an Organizational Development Perspective
指導教授: 吳彥濬
Wu, Yen-Chun
口試委員: 蔡坤穆
Tsai, Kune-Muh
謝焸君
Hsieh, Ying-Jiun
吳彥濬
Wu, Yen-Chun
口試日期: 2022/05/27
學位類別: 碩士
Master
系所名稱: 高階經理人企業管理碩士在職專班(EMBA)
Executive Master of Business Administration
論文出版年: 2022
畢業學年度: 110
語文別: 中文
論文頁數: 58
中文關鍵詞: 保險公司組織發展個案研究個人商業畫布創業家精神
英文關鍵詞: Insurance company, Organizational development, Case study, The Personal Business Canvas, Entrepreneurship
研究方法: 行動研究法個案研究法
DOI URL: http://doi.org/10.6345/NTNU202200525
論文種類: 學術論文
相關次數: 點閱:135下載:17
分享至:
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報
  • 保險公司因著外部環境迅速地改變,業務單位同時面臨的是業績達成及人才招募的競爭,營業單位若沒有組織發展的人才養成計劃,培育內部成員對組織發展的認知與組織建立的執行方法,容易造成組織的停滯、新人招募困難以及主管晉升動力不足。一個成功的通訊處要達成業績目標與持續培養優秀的人才,業務主管需透過招募新人、加速開發新市場,培養育才以及留才的能力。透過選才、輔導與訓練建立優質團隊,能整合資源與凝聚團隊共識,增強組織發展的能力。因個案的保險公司與業務人員關係是承攬制度的合約,業務管理與升遷方式不同於一般的雇傭關係,是一種鼓勵內部創業當老闆的制度。承攬的合約制度可以讓願意學習、努力打拚的優秀業務人員,透過組織發展晉級到各種業務主管職位,進而可擁有屬於自己通訊處的經營管理。本次個案研究是以國內保險公司高資通訊處的高資會員為訪談對象,依據個人商業畫布透過行動研究的介入方法,由意識問題到辨識問題的過程,透過訪談與運用個人商業畫布形成職能診斷與行動建議,協助個人關鍵資源與組織目標的整合。提升個人處理組織內部和外部關係的能力。進而改進組織互動關係和流程建立,增強組織成員新人的招募與組織發展的能力。根據研究發現將個人的關鍵資源與組織發展的目標,聯結以創業家精神為設計的業務承攬制度,透過外部資源的力量啟動組織成員內在的驅動力,可以協助發展組織價值與個人關鍵資源的建立。因此,個人的關鍵資源與組織環境的創業文化以及獎勵制度的設計,這些都是影響組織成長的重要因素。

    Due to the rapid changes in the external environment of insurance companies, business units are also faced with competition in performance achievement and talent recruitment. If the business unit does not have a talent development plan for organizational development, it is necessary to cultivate internal members' awareness of organizational development and the implementation of organizational establishment. method, it is easy to cause organizational stagnation, difficulty in recruiting new people, and lack of motivation for supervisors to promote. To achieve performance goals and continuously cultivate excellent talents for a successful communications office, business executives need to recruit new people, accelerate the development of new markets, cultivate the ability to cultivate and retain talents, build high-quality teams through talent selection, coaching and training, and be able to integrate resources Consolidate team consensus and enhance organizational development capabilities. The relationship between the insurance company and the business personnel of the case is based on the contract of the contract system. The business management and promotion methods are different from the general employment relationship. It is a system that encourages internal entrepreneurship to be a small boss. The contracted system allows outstanding business personnel who are willing to learn and work hard to be promoted to various business executive positions through organizational development, and then have the right to operate their own communication office. This case study is based on the interviews with senior members of the high-level communication department of domestic insurance companies. According to the personal business canvas, through the intervention method of action research, from the process of problem awareness to problem identification, the function is formed through interviews and the use of personal business canvas. Diagnosis and action recommendations to assist in the integration of individual key resources with organizational goals. Improve the ability of individuals to deal with internal and external relationships of the organization, thereby improving the organizational interaction and process establishment, and enhancing the ability of recruiting new members of the organization and organizational development. According to research findings, linking personal key resources and organizational development goals to a business contract system designed by entrepreneurship, and activating the internal driving force of organizational members through the power of external resources, can help develop organizational value and build personal key resources. Therefore, the key resources of the individual and the entrepreneurial culture of the organization, the organizational environment, and the design of the reward system are all important factors that affect the growth of the organization.

    第一章 緒論 1 第一節 研究背景 1 第二節 研究動機 2 第三節 研究流程 3 第二章 文獻探討 4 第一節 組織發展 4 一、組織發展的定義 4 二、組織發展的理念與價值 5 三、組織發展干預技術 6 第二節 商業模式 8 一、商業模式定義 8 二、商業模式畫布 8 三、個人商業模式 9 第三節 創業家精神 11 第三章 研究方法 13 第一節 個案研究 13 第二節 行動研究 15 一、行動研究的定義 15 二、行動研究的步驟和過程 17 第三節 個案背景 19 一、南山公司沿革 19 二、業務承攬制度的創業模式 20 三、專業人才的養成 21 四、主管的晉升制度 22 五、通訊處成立的標準 23 六、高資會員與高資通訊處 24 七、通訊處功能與處經理的角色 25 第四節 個案分析 26 第五節 個案研究流程 28 第六節 訪談資料收集 29 一、訪談目的 29 二、訪談對象 29 三、訪談問題 30 四、訪談摘要與診斷 30 第七節 共識營工作坊 33 第八節 高資會員個人商業模式分析 34 第九節 對應指標之行動方案 38 一、共識營評值項目 38 二、領導人反思與回應 40 三、領導人承諾 41 第四章 結論與建議 42 第一節 研究結論 42 第二節 研究貢獻 43 第三節 研究建議 43 參考文獻 45 附 件 50 附件一:NZ高資通訊處12位高資會員訪談摘要與職能診斷摘錄 50 附件二:NZ高資通訊處12位高資會員個人商業模式畫布 53

    中文部分:
    王文靜 (1993)。南山人壽蛻變之路。台北:商周文化。
    白崇亮 (2020)。樂於委身。台北:校園書房。
    好說教練 (2021,8月20日)。想當老闆?先了解自己是否具備創業人格特質!用10大問題自我檢測。HOW SQUL,一起,好好說生活。https://howsoul.io/article/qrdo9blaB
    何應欽、張菀玲、洪繼開、楊喬凱 (2020)。高績效理財專員之個人商業模式與職能基礎的探討-以 KS 銀行為研究對象。商管科技季刊,21(2),111-145。
    李慶昌、王永才、胡宜中 (2015)。保險業主管培養新進業務員之關鍵知識與能力。企業管理學報,(105),31-57。
    周雪光 (2003)。組織社會學十講。中國大陸:社會科學文獻出版社。
    侯勝宗 (2012)。見所未見:詮釋性個案研究方法探索。組織與管理,5(1),111-153。https://doi.org/10.6792/om.201202.0111
    范姜肱、黃寶慧、鄭鎮樑 (2005)。台灣壽險業務員訓練需求之確認-Delphi Study 與 TOPSIS 法之運用。保險專刊,21(2)。
    張世平、胡夢鯨 (1991)。行動研究法。台北:師大書苑。
    現代保險 (2018,9月18日)。保險勝經。現代保險網路書城。https://drive.google.com/file/d/1dyPcfzyq2o5lsncVud41A-ZfPoeRlQGE/view
    許逸屏 (2007,3月1日)。育才先選對人再說。現代保險雜誌新聞網。https://www.rmim.com.tw/news-detail-4644
    郭文德 (1994)。壽險行銷管理。台北:雅登出版社。
    陳伯璋 (1988)。教育研究方法的新取向。台北:南宏圖書。
    陳東升 (2000)。創新,創業與臺灣積體電路產業組織網絡的動態發展: 創業投資公司網絡介面角色的探討。臺大社會學刊,(28),1-64。
    陳惠邦 (1998)。教育行動研究。台北:師大書苑。
    曾彥傑 (2018)。個人商業模式畫布觀點探討法金授信人員職能發展策略-以C保險公司為例[碩士論文,淡江大學]。
    劉常勇、謝如梅 (2006)。創業管理研究之回顧與展望: 理論與模式探討。創業管理研究, 1(1),1-43。
    歐用生 (1996)。課程與教學革新。台北:師大書苑。
    潘世尊 (2003)。行動研究中核心研究者的角色扮演。花蓮師院學報,(17),55-86。
    潘世尊 (2005)。教育行動研究:理論?實踐與反省。台北:心理出版社。
    蔡清田 (2000)。教育行動研究。台北:五南圖書。
    簡羽熔 (2015)。台灣中高齡壽險業務員職能發展策略探索-個人商業模式畫布觀點 [碩士論文,台北實踐大學]。
    Alexander O., & Pigneur Y. (2012)。獲利時代 (尤傳莉譯;1版)。台北:早安財經文化。(原著出版於2010)
    Clark T., Alexander O., & Pigneur Y. (2012)。商業模式新生代-用一張畫布重構你的職業生涯個人篇 (王帥、毛心宇、嚴威譯;1版)。北京:大陸機械工業出版社。(原著出版於2011)
    Kotter J.P. (2000)。變革 (周旭華譯;1版)。台北:天下遠見。(原著出版於1998)
    McNiff J., Lomax P., & Whitehead J. (2004)。行動研究:生活實踐家的研究錦囊 (何禮恩、吳美枝譯;2版)。嘉義:濤石文化。(原著出版於2002)
    英文部分:
    Acs, Z. J., & Audretsch, D. B. (2003). Introduction to The Handbook of Entrepreneurship Research. In Handbook of Entrepreneurship Research (pp. 3-20). Springer.
    Allport, G. W., Gillespie, J. M., & Young, J. (1948). The Religion of The Post-War College Student. The Journal of Psychology, 25(1), 3-33.
    Alvarez, S. A., & Barney, J. B. (2017). Resource‐Based Theory and The Entrepreneurial Firm. Strategic Entrepreneurship: Creating A New Mindset, 87-105.
    Argyris, C., & Schön, D. A. (1989). Participatory Action Research and Action Science Compared: A Commentary. American Behavioral Scientist, 32(5), 612-623.
    Bamberger, J., & Schön, D. A. (1983). Learning as Reflective Conversation with Materials: Notes from Work in Pogress. Art Education, 36(2), 68-73.
    Barney, J. (1991). Firm Resources and Sustained Competitive Advantage. Journal of Management, 17(1), 99-120.
    Beckhard, R. (1969). Organization Development: Strategies and Models. Reading MA: Addison-Wesley.
    Borgatti, S. P., & Foster, P. C. (2003). The Network Paradigm in Organizational Research: A Review and Typology. Journal of Management, 29(6), 991-1013.
    Burke, W. W., & Litwin, G. H. (1992). A Causal Model of Organizational Performance and Change. Journal of Management, 18(3), 523-545.
    Bygrave, W. D., & Hofer, C. W. (1992). Theorizing about Entrepreneurship. Entrepreneurship Theory and Practice, 16(2), 13-22.
    Carr, W., & Kemmis, S. (1986). Becoming Critical: Education. Knowledge and Action Research. London: Falmer.
    Cron, W. L., Marshall, G. W., Singh, J., Spiro, R. L., & Sujan, H. (2005). Salesperson Selection, Training, and Development: Trends, Implications, and Research Opportunities. Journal of Personal Selling & Sales Management, 25(2), 123-136.
    Cummings, S., Bridgman, T., & Brown, K. G. (2016). Unfreezing Change As Three Steps: Rethinking Kurt Lewin’s Legacy for Change Management. Human Relations, 69(1), 33-60.
    Cummings, T., & Huse, E. (1989). Organisation Development and Change(Vol. 4). St Paul, MN, USA: West. Cummings, TG, & Worley, CG (2001) Organisation Development and Change, 7.
    Cummings, T. G., & Worley, C. G. (1993). Organization Development and Change, St Paul. In: Minneapolis, MN: West Publishing Co.
    Drucker, P. (2014). Innovation and Entrepreneurship. Routledge.
    Dyer Jr, W. G., & Wilkins, A. L. (1991). Better Stories, Not Better Constructs, to Generate Better Theory: A Rejoinder to Eisenhardt. Academy of Management Review, 16(3), 613-619.
    Elliott, R., & Wattanasuwan, K. (1998). Brands as Symbolic Resources for The Construction of Identity. International Journal of Advertising, 17(2), 131-144.
    French, W. L., & Bell, C. (1995). Organization Development: Behavioral Science Interventions for Organization Improvement. Pearson Educación.
    Ghauri, P. G., & Gronhaug, K. (2002). K.(2005) Research Methods in Business Studies: A Practical Guide. Essex: Pearson Education Limited.
    Gilgun, J. F. (1994). A Case for Case Studies in Social Work Research. Social work, 39(4), 371-380.
    Golden-Biddle, K., & Locke, K. (1993). Appealing Work: An Investigation of How Ethnographic Texts Convince. Organization Science, 4(4), 595-616.
    Huse, E. F., & Cummings, T. G. (1975). Organizational Development and Change. St. Paul, MN: West.
    Katila, R., & Shane, S. (2005). When Does Lack of Resources Make New Firms Innovative? Academy of Management Journal, 48(5), 814-829.
    Lewin, K. (1946). Action Research and Minority Problems. Journal of Social Issues, 2(4), 34-46.
    Lewin, K. (1947a). Frontiers in Group Dynamics: II. Channels of Group Life; Social Planning and Action Research. Human Relations, 1(2), 143-153.
    Lewin, K. (1947b). Group Decision and Social Change. Readings in Social Psychology, 3(1), 197-211.
    Margulies, N., & Raia, A. P. (1972). Organizational Development: Values, Process, and Technology.
    McNiff, J. (1995). Action Research for Professional Development. UK. Hyde Bournemouth.
    McNiff, J. (2002). An Action Research Update: Progress and Other Stories. Research Forum, Centre for Research in Teacher Education and Development, University of Alberta, October.
    McNiff, J., & Whitehead, J. (2012). Action Research for Teachers: A Practical Guide. David Fulton Publishers.
    Meyer, J. P., & Allen, N. J. (1984). Testing the" Side-Bet Theory" of Organizational Commitment: Some Methodological Considerations. Journal of Applied Psychology, 69(3), 372.
    Meyer, J. P., & Allen, N. J. (1991). A Three-Component Conceptualization of Organizational Commitment. Human Resource Management Review, 1(1), 61-89.
    Miles, M. B., & Schmuck, R. A. (1971). Improving Schools Through Organization Development: An Overview. Organization Development in Schools, 1-27.
    Mitchell, R. K., Smith, J. B., Morse, E. A., Seawright, K. W., Peredo, A. M., & McKenzie, B. (2002). Are Entrepreneurial Cognitions Universal? Assessing Entrepreneurial Cognitions Across Cultures. Entrepreneurship Theory and Practice, 26(4), 9-32.
    Noffke, S. E. (1997). Chapter 6: Professional, Personal, and Political Dimensions of Action Research. Review of Research in Education, 22(1), 305-343.
    O’Donnell, A., Gilmore, A., Cummins, D., & Carson, D. (2001). The Network Construct in Entrepreneurship Research: A Review And Critique. Management Decision.
    Robbins, S. P., & Judge, T. (2012). Essentials of Organizational Behavior.
    Shane, S., & Venkataraman, S. (2000). The Promise of Entrepreneurship as A Field of Research. Academy of Management Review, 25(1), 217-226.
    Shane, S. A. (2003). A General Theory of Entrepreneurship: The Individual-Opportunity Nexus. Edward Elgar Publishing.
    Walter, J., Lechner, C., & Kellermanns, F. W. (2007). Knowledge Transfer Between and Within Alliance Partners: Private Versus Collective Benefits of Social Capital. Journal of Business Research, 60(7), 698-710.
    Whitehead, J., & McNiff, J. (2006). Action Research: Living Theory. Sage.
    Wright, M., Robbie, K., & Ennew, C. (1997). Venture Capitalists and Serial Entrepreneurs. Journal of Business Venturing, 12(3), 227-249.
    Yin, R. K. (1994). Discovering The Future of The Case Study. Method in Evaluation Research. Evaluation Practice, 15(3), 283-290.

    下載圖示
    QR CODE