Management in Physical Education I: Management, its Principles and Theories, its Scope in Physical Education and Sports, the Guiding Principles for Organising Programmes in Institutions, Personnel Management with Self-Appraisal, Communication, Time Management and the Essential Skills of Administration, and Financial Management with Budgeting, the Mechanics of Purchase and Auditing

Unit X is management. Management theory, human resource management and budgeting are taught in the platform's Management, Public Administration and Social Work courses; this chapter applies them to a physical education department and a sports organisation: which management theories a director of physical education draws on, the scope of management in sport, the principles for organising a programme in a school, college or university, managing the teachers, coaches and ground staff who run it, and managing its money, from preparing a budget to buying equipment and having the accounts audited.

1. Management: principles and theories

Management is the process of planning, organising, directing and controlling the resources of an organisation, human, financial and physical, to achieve its goals effectively and efficiently. Henri Fayol, the French industrialist, identified the functions of management as planning, organising, commanding, co-ordinating and controlling, and set out fourteen principles (1916), among them division of work, authority and responsibility, discipline, unity of command, unity of direction, subordination of individual to general interest, remuneration, centralisation, the scalar chain, order, equity, stability of tenure, initiative and esprit de corps. Luther Gulick and Lyndall Urwick summarised the executive's work as POSDCORB (1937): planning, organising, staffing, directing, co-ordinating, reporting and budgeting.

The theories of management fall into schools. The classical school includes F. W. Taylor's scientific management (1911), which studied tasks scientifically to find the one best way and to select and train workers accordingly; Fayol's administrative management; and Max Weber's bureaucracy, with its hierarchy, rules, division of labour and impersonal, merit-based appointment. The human relations school grew from Elton Mayo's Hawthorne studies (1924–1932), which showed that attention, group norms and morale affect productivity as much as physical conditions. The behavioural school added Maslow's hierarchy of needs, Herzberg's two-factor theory of hygiene factors and motivators, and Douglas McGregor's Theory X (people dislike work and must be controlled) and Theory Y (people seek responsibility and can direct themselves) (1960). Modern approaches include systems theory (the organisation as interrelated parts interacting with its environment), contingency theory (no one best way; the right approach depends on the situation) and management by objectives (Peter Drucker, 1954), in which goals are set jointly and performance is judged against them.

School or theoryKey figureCentral idea
Scientific managementF. W. Taylor (1911)The one best way to do each task, found by study
Administrative managementHenri Fayol (1916)Five functions and fourteen principles
BureaucracyMax WeberHierarchy, rules and merit-based appointment
Human relationsElton Mayo (Hawthorne, 1924–1932)Morale and group norms affect productivity
Theory X and Theory YDouglas McGregor (1960)Assumptions about people shape the style of management
Management by objectivesPeter Drucker (1954)Jointly set goals and appraisal against them

2. The scope of management in physical education and sport, and principles for organising programmes

The scope of management in physical education and sport covers programme planning (class, intramural, extramural, adapted and recreational programmes), personnel (teachers, coaches, officials, ground staff, volunteers), finance and budgeting, facilities and equipment, scheduling and the time-table, competitions and events, health and safety, records, public relations and marketing, evaluation and, increasingly, sponsorship, broadcasting and the business of professional sport. The guiding principles for organising physical education and sports programmes in an institution are that the programme should be based on the objectives of education and the needs and interests of pupils; provide equal opportunity for all, including girls and pupils with disabilities; give a balanced programme of class instruction, intramurals for all and extramurals for the skilled; be staffed by qualified personnel; have adequate time, facilities, equipment and budget; ensure safety, medical examination and insurance; be organised democratically, with clear lines of authority and delegation; co-operate with the community and parents; and be evaluated regularly.

ℹ️ Class, intramural and extramural
The class programme is instruction for every pupil; the intramural programme is competition within the institution, open to all; the extramural programme is competition with other institutions, for the selected. A well-organised department runs all three and does not sacrifice the first two to the third.

3. Personnel management

Personnel management is the part of management concerned with people at work: obtaining, developing, motivating and retaining a competent staff. Its objectives are to recruit and select suitable staff, to place and orient them, to train and develop them, to appraise their performance fairly, to reward and motivate them, to maintain good working relationships and morale, and to ensure their welfare and safety. Its principles are that people should be selected on merit for clearly defined jobs; that authority and responsibility should go together; that staff should be treated fairly and consistently and consulted on decisions that affect them; that good work should be recognised; that there should be opportunities for growth; and that communication should run both ways. In a physical education department this means clear job descriptions for teachers, coaches, groundsmen and office staff, a fair distribution of teaching, coaching and supervision duties, in-service training and refresher courses, and recognition of achievement.

Self-appraisal is the systematic evaluation by a staff member of his or her own performance, strengths and weaknesses against the objectives of the job, often before a discussion with the supervisor; it encourages reflection, ownership and professional growth. Communication is the transfer of meaning from a sender through a channel to a receiver, who responds with feedback; it may be verbal or non-verbal, written or oral, formal or informal, and upward, downward or lateral. Barriers include noise, jargon, status differences, poor listening and emotional states; effective messages are often summed up as the seven Cs: clear, concise, concrete, correct, coherent, complete and courteous. Time management means setting goals and priorities, planning the day and week, delegating, avoiding time-wasters (unnecessary meetings, interruptions, procrastination) and distinguishing the urgent from the important, as in the Eisenhower matrix; the Pareto principle observes that roughly 80 per cent of results come from 20 per cent of efforts. Robert Katz (1955) named the essential skills of administration as technical skills (knowledge of the specific work, such as coaching, officiating or planning a track), human skills (working with and through people) and conceptual skills (seeing the organisation as a whole and thinking strategically); technical skills matter most at lower levels and conceptual skills most at the top, while human skills are needed at every level.

🧠 Katz by level
Technical at the bottom, conceptual at the top, human everywhere. A ground supervisor needs most technical skill, the director of a sports university most conceptual skill, and both need to work with people.

4. Financial management: budgeting, purchase and auditing

Financial management in physical education aims to obtain adequate funds, to spend them on the programme's priorities efficiently and honestly, to account for every rupee and to plan for the future. Its principles are that finances are planned in advance through a budget; that expenditure follows approved purposes; that accounts are accurate, transparent and open to audit; that there is a clear separation between those who authorise, make and record payments; and that funds are used for the benefit of all pupils, not a favoured few. The sources of income of a physical education department include government and institutional grants, a games or sports fee paid by students, gate receipts from matches, sponsorship and donations, rent from the use of facilities, and the sale of condemned equipment and scrap.

A budget is a financial plan for a fixed period, usually a year, estimating income and expenditure. Its preparation runs through five stages: preparation (estimating needs from the programme, records of previous years and consultation with staff), presentation (to the head or finance committee with justification), adoption or approval (by the competent authority), administration (spending according to the budget, with records) and appraisal (comparing actual with budgeted figures at the end of the year). A sound budget is balanced, realistic, comprehensive, flexible enough for emergencies, prepared with participation and approved in time. Common types are the line-item or object-of-expenditure budget (amounts for each item such as equipment, travel and refreshments), the performance budget (linked to activities and outputs), the programme budget and the planning–programming–budgeting system (PPBS, developed in the US Department of Defense in the 1960s), and zero-based budgeting (developed by Peter Pyhrr at Texas Instruments around 1970), in which every item must be justified afresh each year rather than carried over.

The mechanics of purchase ensure that equipment and supplies of the right quality are obtained at the right price, openly and accountably. The usual steps are: assessing needs and preparing an indent (requisition) with specifications; obtaining administrative and financial approval; inviting quotations for small purchases or tenders (open, limited or single) for larger ones, as the institution's rules and value limits require; preparing a comparative statement of the offers; decision by a purchase committee, normally for the lowest offer that meets the specifications; issuing a supply order; receiving and inspecting the goods against the order; entering them in the stock register (consumable and non-consumable items separately); and making payment against the bill. Government institutions follow the General Financial Rules 2017 and buy through the Government e-Marketplace (GeM) portal launched in 2016. Auditing is the independent examination of accounts and records to verify that money has been received and spent correctly and according to rules. Internal audit is carried out continuously by the institution's own staff; external or statutory audit by independent auditors or, for government accounts, under the Comptroller and Auditor General; pre-audit checks a payment before it is made and post-audit after. The physical education department supports audit by keeping cash books, vouchers, bills, stock registers and issue registers up to date.

Step in purchasePurpose
Indent with specificationsStates exactly what is needed and why
Quotations or tendersObtains competing offers openly
Comparative statement and purchase committeeChooses the best offer that meets the specifications
Supply orderCommits the institution to the purchase on stated terms
Receipt, inspection and stock entryConfirms quality and quantity and records the asset
Payment and auditSettles the bill and allows independent verification

Key takeaways

  • Management is planning, organising, directing and controlling resources towards goals; Fayol gave five functions and fourteen principles, and Gulick and Urwick POSDCORB.
  • Classical (Taylor, Fayol, Weber), human relations (Mayo), behavioural (Maslow, Herzberg, McGregor) and modern (systems, contingency, MBO) theories all apply to running a physical education department.
  • Personnel management recruits, develops, appraises and motivates staff; communication follows the seven Cs, time management separates urgent from important, and Katz's skills are technical, human and conceptual.
  • A budget passes through preparation, presentation, approval, administration and appraisal; types include line-item, performance, PPBS and zero-based budgets.
  • Purchase runs from indent through quotations or tenders, comparative statement, supply order and stock entry to payment; audit may be internal or external, pre or post, and government bodies follow GFR 2017 and GeM.

Practice questions (10)

Attempt each one before opening the answer. Every explanation names the tempting wrong option as well as the right one, because that is where marks are lost.

  1. How many principles of management did Henri Fayol set out? Type the number.

    Numerical answer — type the value.

    Show answer

    Answer: 14

    Fayol's General and Industrial Management (1916) set out fourteen principles, from division of work to esprit de corps, alongside five functions of management. Confusing the principles with the five functions is the usual error.
  2. A school's annual physical education budget of ₹3,60,000 serves 1,200 pupils. What is the per-pupil allocation in rupees? Type the number.

    Numerical answer — type the value.

    Show answer

    Answer: 300

    3,60,000 ÷ 1,200 = 300 rupees per pupil a year. Per-capita figures help compare budgets across years and institutions of different size, and misreading the Indian grouping of 3,60,000 as 36,000 gives 30.
  3. The acronym POSDCORB, summarising the work of the executive, was given by

    1. F. W. Taylor
    2. Peter Drucker
    3. Luther Gulick and Lyndall Urwick
    4. Elton Mayo
    Show answer

    Answer: C — Luther Gulick and Lyndall Urwick

    Gulick and Urwick (1937) coined POSDCORB: planning, organising, staffing, directing, co-ordinating, reporting and budgeting. Taylor founded scientific management, Mayo led the Hawthorne studies and Drucker proposed management by objectives.
  4. In zero-based budgeting,

    1. every item of expenditure must be justified afresh each budget period
    2. last year's budget is increased by a fixed percentage
    3. only the line items of the previous year are copied
    4. no budget is prepared at all
    Show answer

    Answer: A — every item of expenditure must be justified afresh each budget period

    Zero-based budgeting, developed by Peter Pyhrr, starts from zero so that each activity must be justified rather than carried over. Adding a percentage to last year's figures is incremental budgeting, the practice it was designed to replace.
  5. According to Robert Katz, which skill is most important for a head of a sports university and least for a ground supervisor?

    1. Clerical skill
    2. Technical skill
    3. Human skill
    4. Conceptual skill
    Show answer

    Answer: D — Conceptual skill

    Conceptual skill, seeing the organisation as a whole, matters most at the top. Technical skill matters most at the lowest level and human skill at every level; clerical skill is not one of Katz's three.
  6. Assertion (A): Elton Mayo's Hawthorne studies changed management thinking. Reason (R): They showed that attention, group norms and morale affect productivity as well as physical working conditions. Choose the correct option.

    1. Both A and R are true, and R is the correct explanation of A
    2. Both A and R are true, but R is not the correct explanation of A
    3. A is true, but R is false
    4. A is false, but R is true
    Show answer

    Answer: A — Both A and R are true, and R is the correct explanation of A

    Both are true and R explains A: the finding that social and psychological factors shape output founded the human relations school, turning attention from the one best physical method to the people doing the work.
  7. Which of the following are stages in preparing and using a budget? Select all that apply.

    1. Preparation
    2. Appraisal
    3. Adoption or approval
    4. Auditioning
    Show answer

    Answer: A — Preparation; B — Appraisal; C — Adoption or approval

    A budget passes through preparation, presentation, adoption or approval, administration and appraisal. Auditioning, a performance trial, has nothing to do with budgeting and is a distractor for "auditing".
  8. In the purchase procedure, what is prepared after quotations are received and before the purchase committee decides?

    1. The final payment voucher
    2. The stock register entry
    3. The audit report
    4. A comparative statement of the offers
    Show answer

    Answer: D — A comparative statement of the offers

    A comparative statement sets the offers side by side so that the committee can choose the best one meeting the specifications. Stock entry follows receipt of the goods, payment comes after that, and audit later still.
  9. Which statements about management theories are correct? Select all that apply.

    1. Management by objectives was proposed by Max Weber
    2. Contingency theory holds that there is no single best way to manage
    3. McGregor's Theory Y assumes that people can seek responsibility and direct themselves
    4. Taylor's scientific management was developed from the Hawthorne studies
    Show answer

    Answer: B — Contingency theory holds that there is no single best way to manage; C — McGregor's Theory Y assumes that people can seek responsibility and direct themselves

    Theory Y and contingency theory are correctly stated. Taylor's scientific management (1911) preceded the Hawthorne studies (1924–1932), which founded the human relations school, and MBO was Drucker's (1954), not Weber's.
  10. A college's physical education accounts are checked continuously throughout the year by its own accounts staff, and again at the year's end by an independent chartered accountant. These are, respectively,

    1. pre-audit and budgeting
    2. external audit and internal audit
    3. internal audit and external audit
    4. indent and supply order
    Show answer

    Answer: C — internal audit and external audit

    Continuous checking by the institution's own staff is internal audit; examination by an independent outside auditor is external audit. Pre-audit refers to checking a payment before it is made, and indents and supply orders are steps of purchase.