You are an office administrator at a commercial printing company. While
filing paperwork you notice that the shared template the sales team uses
for customer quotes still contains last year’s paper prices, which rose
noticeably in January. Nobody has been asked to look at the template, and
two salespeople are preparing quotes with it this week. The current prices
are held in the purchasing system, which you can access. Which response
below would be most effective, and which would be least effective?
Show the answer
Most effective: D. Check the current prices in the purchasing system, update the template to match, and tell the two salespeople and the sales manager what you found and changed.
Least effective: B. Mention to this month's new starter that the template could do with tidying up when they get a chance, without explaining that the prices are wrong, and return to your filing.
A: Acts on assumptions without checking: even flagged as provisional, remembered figures are still guesses in a live quoting template, and the purchasing system could give you the accurate prices in roughly the time the guesswork takes.
B: Dumps the problem on the least able person: a vague request to tidy up the template, with no mention that its prices are wrong or that live quotes depend on it, buries the risk you spotted with the one person who cannot recognise it. That is abandonment, not a handover.
C: Passes responsibility to others: the sales manager does own the quoting process, but leaving the whole correction in their inbox lets this week's quotes go out on old prices, when you could fix the figures accurately now and simply tell them.
The most effective response is to check the current prices in the
purchasing system, update the template to match, and tell the salespeople
and their manager what you found: you spotted the problem, the accurate
figures are within your reach, and quoting is live this week, so fixing it
and informing the owners removes the risk. It beats updating the template
from the prices you remember and marking them provisional, because the
purchasing system could supply the real figures just as quickly, and the
salespeople would otherwise be quoting from flagged guesses. It beats
emailing the sales manager and leaving the correction with them, because
that gives the owner the full picture but leaves the fix waiting in an
inbox while this week’s quotes are prepared, when you could complete it
accurately straight away. The least effective response is asking the new
starter to tidy the template up sometime: unlike using remembered figures,
which at least moves them closer to reality and flags the doubt, and
unlike emailing the manager, which tells the responsible person exactly
what is wrong, it hands a vague job to the one person who cannot know the
prices are wrong, so the risk you spotted disappears with nobody equipped
to act on it. The principle: when you spot an unowned problem you can fix,
verify the facts, fix it, and tell the people it affects. Never bury it
with someone who cannot recognise it.