gms midterm!

Chapter 1: Management Today

1.1 Working Today——————————————————————

Talented people – what they know, learn, + achieve – is the source of organizational performance.

  • Intellectual capital (2 definitions)
    (a) The combined brainpower + shared knowledge of an organization's employees

(b) The package of intellect, skills, + capabilities that sets us apart, making us valuable to potential employers.

  • To organizations →  strategic asset as human creativity, insight, + decision- making can be converted into superior performance.


  • To Individuals – it’s a personal asset, one to be nurtured + continually updated.

MAINTAINING TALENT: “Career success requires A LOT of initiative, self-awareness, + continuous learning


Technology – tests our talents + intrudes into every aspect of our lives


We are continuously bombarded w /advertisements for the latest developments:

  • smartphones, apparel, cars, homes


We struggle to keep up w/ our social media involvements, stay connected w/ messaging, + deal w/ inboxes all of email + voicemail 


→ To bridge the gap between diff generations of the workplace we use REVERSE MENTORING!

  • REVERSE MENTORING - When a younger/newer employee mentors an older/more experienced one.


Tech IQ: to use current technologies at work + in your personal life, combined w/ the commitment to keep yourself updated as technology continues to evolve.


Intellectual capital = commitment x competency

Globalization: the worldwide interdependence of resource flows, product markets, + business competition.

  • Government leaders worry about the competitiveness of nations.

  • Emerging markets will power global growth in the future.

  • Low-income markets are opportunities for wealthy companies.


The Shamrock Organization:

1st leaf – Full-time employees – standard career paths.

2nd leaf – “freelancers”

3rd leaf – part-timers w/o benefits (first to loose their jobs when employers face economic difficulties).


*Emerging Market Companies

- 60% of all low + medium-tech manufacturing worldwide

- Total Value-add in high-tech manufacturing: from a low 26% in the 1970s → 48% now


• Ethics – A code of moral principles that sets standards for conduct that is “good” + “right” as well as “bad” + “wrong.”


1.2 Organizations as Systems —————————————————             

Organization: collection of ppl working together to achieve a common purpose

- A unique social phenomenon that enables its members to perform task far beyond the reach of individual accomplishment (synergy)


- The broad purpose of any organization: to provide goods or services of value to customers + clients.


- A clear sense of purpose tie to QUALITY PRODUCTS + SERVICES, CUSTOMERS SATISFACTION, SOCIAL RESPONSIBILITY can be an important source of organizational strength + performance advantage

- All organizations are OPEN SYSTEMS that interact w/ their environments in a continual process obtaining resource inputs people information resources + capital + transforming them into outputs in the form of finished goods + services for customers


value chain: organizations create value when they use resources well to produce good products + take care of their customers

  • a simple way to assess the impact of any organization is to ask: how is the world different because it existed?
    value creation depends on who you ask


Bottom line: total amount of money that a company has made or lost over a particular period of time


triple bottom line: evaluation of organizational performance on economic, social + environmental criteria


3 p's of organizational performance?

1. Profit - is the decision economically sound

2. People - does the decision treat people w/ respect + dignity

3. Planet - is a decision good for the environment


*None of the sustainable frameworks will be enough as long as they lack the suitable pace + scale - the necessary radical intent to - needed to stop us all over shooting our planetary boundaries


 productivity: an overall measure of the quantity + quality of work performance of the resource utilization taken into account

 performance effectiveness: an output measure of task or goal accomplishment

 performance efficiency: an input measure of that resource costs associated w/ goal accomplishment


Workplace changes that impact management

  •  focus on valuing human capital

  •  demise of “command control”

  •  emphasis on teamwork

  •  preeminence of Technology

  •  importance of networking

  •  New Workforce expectations

  •  concern for sustainability


1.3 Managers———————————————————————


Importance of human resources + miniatures

  • Ppl are not costs to be controlled

  • High performing organizations treat people as valuable strategic assets

3 takeaways:

1. give leaders broad authority

2. encourage them to think like CEOs

3. challenge strong performance early w/ big opportunities


Manager’s main roles:

1) directly support supervise + help activate the work efforts of others

2) the people who managers help are the ones whose contributions represent the real work of the organization


Lvls of mgmt:

1. board of directors – make sure the organization is run well

2. Top managers – performance of an organization as a whole or its major parts

3. middle managers – the large departments or divisions

4. team leaders – supervise non-managerial workers





Types of managers:

  1. Line managers are responsible for work activities that directly affect organizations outputs

  2. staff managers use technical expertise to advise + support the efforts of line workers

  3. functional managers are responsible for a single area of activity


Quality of Work Life (QWL): An indicator of the overall quality of human experiences in the workplace


QWL Indicators?

  • Respect

  • Fair pay

  • Safe working conditions

  • Opportunities to learn + progress in a career

  • Protection of individual rights 


Organization is an UPSIDE-DOWN PYRAMID

- A manager’s job is  to support workers' efforts

-  the best managers are known for helping +  supporting

-  customers at the top served by workers who are supported by managers



1.4 Management Process  ———————————————————

  • Managers achieve high performance for their organizations by best utilizing its human + material resources

  •  Management: process of planning, organizing, leading, + controlling the use of resources to accomplish performance goals

  •  all managers are responsible for the four functions

  •  the functions are carried on continually

Mintzberg’s common management roles:


Characteristics of managerial work:

  • Long hours

  • intense pace

  • fragmented + varied tasks

  • Many communication media

  • filled w/ interpersonal relationships


Managerial agendas + networks:

agenda setting:  develops action priorities for accomplishing goals + plans

Networking:  process of building + maintaining positive relationships w/ people who can help advance agendas

social capital: capacity to attract support + help from others


1.5 Learning How To Manage —————————————————

Learning: the change in the behavior that results from experience 

Lifelong learning: the process of continuously learning from daily experiences + opportunities


Katz’ essential managerial skills:

Chapter 7: Data + Decision Making

7.1 Information, Technology, + Management —————————————

Important competencies managers must have today

1. technological competency: to underst+ new technologies + to use them to their best advantage

2. Informational competency: to locate gather organize + display information for decision making + problem solving

3. analytical competency:  to evaluate + analyze information to make actual decisions + solve real problems


 Data vs. information

Data: raw facts + observations

Information: data made useful + meaningful for decision making


 Big data exist in huge quantities + is difficult to process w/o sophisticated mathematical + analytical techniques


Data production today –  Bernard Marr (technology advisor to gov’ts + companies) helps orgs improve their business performance, use data more intelligently, + understand the implications of new tech


Consequences of big data:
* ex. kids today are less fit than their parents were b/c of excessive screentime      

         - secondary school boards had to implement rules against cellphone use


BIG DATA = STRUCTURED + UNSTRUCTURED

 

data mining: analyzing data to produce useful information for decision makers

management Analytics: systematic evaluation analysis of data to make informed decisions


Information drives management decision-making!!!


 characteristics of useful information? (CHURT)

  • Timely

  • High quality

  • Complete

  • Relevant

  • understandable 


 bad data: Information that can be erroneous, misleading + w/o general formatting

Management analytics + bad data: “despite leaders considering data + analytics capability, top investment priority faith in the data businesses rely upon is low”

ex. we cannot trust chat gpt because it can make up sources

Management information systems examples:

1. Business intelligence (BI): Information Systems to extract + report data in organized ways that are useful both to decision makers

2. executive dashboards:  visually update + display key performance metrics (or  key performance indicators - KPIs) +  information on a real-time basis


Information exchanges with the EXTERNAL ENVIRONMENT:
-  gather intelligence information

-  provide public information


Information exchanges within the organization (INTERNAL ENVIRONMENT):

- Facilitates decision making

- facilitates problem solving

 

[PIC]


Managers as info processors:

  •  continually gather share + receive information

  •  + as electronic as it is, it is face-to-face

  •  always on, always connected


*More ppl working from home after COVID-19


7.2 Problem Solving + Managerial Decisions ————————————

Problem solving:  identifying discrepancy between actual + desired performance + taking action to resolve it

 Decision:  Choice among possible alt courses of action

 performance threat: something is wrong or has the potential to go wrong

 performance opportunity: situation offers the chance for a better future at the right steps are taken


 problem solving approaches OR styles

  •  problem avoiders: Inactive in gathering info +  solving problems

  •  problem solvers:  reactive in gathering info +  solving problems

  •  problem Seekers:  proactive + anticipating problems + opportunities + taking appropriate action to gain an advantage


Managers can approach problems in…

  1. Systematic thinking: approaches problems in a rational step by step + analytical fashion


  1. Intuitive thinking:  approaches problems + flexible + spontaneous fashion

  2. Multidimensional thinking: applies both intuitive + systematic thinking

[pic]


Manager's face 2 types of problems

  1. structured problems: familiar straightforward + clear with respect to info needs

    1. Programmed decisions apply solutions that are readily available for past experiences to solve structured problems

  2. Construction problems: full of ambiguity + information deficiencies

    1.  non program decisions apply specific solution to meet the dem+s of a unique problem

    2. Commonly faced by higher lvl mgmt


Crisis decision making: crisis involves an unexpected problem that can lead to disaster if not resolve quickly inappropriately.


Rules for crisis management:

  •  figure out what is going on

  •  remember that speed matters

  •  Remember that slow counts, too

  •  Respect the danger of the unfamiliar

  •  value the skeptic

  •  be ready to “fight fire w/ fire”


 Managers make decisions with various amounts of information:

  • Certain environment: Offers complete information on possible action alternatives + their consequences

  • risk environment: lacks complete information but offers probabilities of the likely outcomes for possible action alternatives

  • uncertain environment:  lacks so much information that is difficult to assign probabilities to the likely outcomes of alternatives


7.3 The Decision-Making Process ———————————————————

  1. Find + Define the problem

- common mistakes + defining problems: 

  • Too broad or too narrow problem

  • Focusing on symptoms instead of causes

  • Choosing wrong problem to deal with


  1.  generate + evaluate alt solutions

- POTENTIAL SOLUTIONS are formulated + more information together data are analyzed the advantage + disadvantages are identified


  1.  choose a preferred course of action

- common mistakes: abandoning search for alts too quickly

- 2 diff approaches:

  1. Behaviourial model leading → staisficing decisions

Herbert Alex+er Simon ~BOUNDED RATIONALITY  B/C

  1. Limits to our thinking capacity

  2. Incomplete available info

  3. Time constraints


  1. Classical model leading → optimizing decisions


  1. implemented the decision: to ensure solution decided upon becomes a reality

- managers need to have willingness + ability to implement action plans
Problem: lack of participation error should be avoided

  1. evaluate results: comparing actual vs. desired results

- positive + neg consequences of chosen course of action should be examined

→  if actual results fall short of desired results, managers returns to previous decision making process step 


AT ALL STEPS, CHECK ETHICAL REASONING!

1) Utility: satisfy all constituents or stakeholders

2) Rights: respect rights + duties of everyone

3) Justice: consistent with the canons of justice

4) Caring: conistsent with my responsibilities to care


Issues in decision making: How do decision errors happen?

Heuristics: Strategies for simplifying decision making
  • availability bias: bases a decision on recent information or events

  • Representativeness bias: bases a decision on similarity to other situations

  • Anchoring + adjustment bias: bases a decision on incremental adjustment from a prior decision point

  • Framing error: How to solve a problem in the context perceived (positive or negative)

  • Confirmation error: Focus on information that confirms the decision already made

  • Escalating commitment:  a course of action even though it is not working 

  • Creative decision making

    • Big-c: ordinary things are done by sectional people

    • Little-c: average people come up with unique ways to deal with daily events + situations

Elements of creativity: 

  1. Task expertise

  2. Task motivation 

  3. Creativity skills


3 types of situational creativity drivers:

  1. Team creativity skills

  2.  management support

  3.  organizational culture



Chapter 2: Management Learning Past → Present

GREAT MGMT ISN’T NEW + ISN’T ALL ABOUT TECH!


  • As far back as 5000 BC (ancient sumerians used written records to improve gov’ + business activities)

Why is important to learn from the past? To perfect new ideas + approaches to best match current business realities.


2.1 Classical management approaches —————————————————

1. Scientific management ~ Frederick Winslow Taylor

* Wasted motions resulted in efficiency + low performance 

* if workes were taught to do their jobs in best ways + were helped + guided by supervisors


4 guiding principles:

1) rules of motion

2) select worker w/ right abilities

3) train workers + give incentives

4) support workers by planning + smoothing the way as they do their work


ex. Frank + lillian gillbreth pioneered the use of motion studies as a management tool 

(cut down # of motions used by bricklayers + tripled their productivity)


Contributions Scientific management:

  1. make results-based compensation a performance incentive

  2. carefully design jobs with efficient to work methods

  3. carefully select workers with abilities to perform the job

  4. train workers to execute activities to the best of their abilities

  5. train supervisors to support workers 


2. Administrative ~ Henri Fayol (published “Administration Industrielle et Generale” (GENERAL + INDUSTRIAL MANAGEMENT)


Rules/Duties of management:

  1. Foresight: to complete a plan of action for the future

  2. Organization: to provide + mobilize resources to implement the plan

  3.  Comm+: to lead, select, + evaluate workers to get the best work towards the plan

  4.  Coordination:  to fit diverse effort together + ensure information is shared + problems solved

  5. control: to make sure things happen according to plan + taking necessary corrective action


3. Bureaucratic ~ Max Weber (political economist who had a major impact of management + sociology)

  • An ideal, intentionally rational, + very efficient form of organization

  • based on principles of logic, order, + legitimate Authority


Characterisics of bureaucratic organizations:

  1.  clear division of labor

  2.  clear hierarchy of authority

  3.  formal rules + procedures

  4.  Impersonality

  5.  careers based on merit


Disadvantages of Bureaucracy:

  • Excessive paperwork or “ red tape”

  • Slowness in h+ling problems

  • rigidity in the face of Shifting needs

  • resistance to change

  • employee apathy



2.2 Behavioural management approaches – elements affecting human behavior in orgs ———————————————————————————————

1. Follet’s organizations as communities ~ mary parker follet (contributed to the transition from  classical thinking → behavioural management)


Groups + human cooperation:

- Groups allow individuals to combine the talents for a greater good
-  Orgs are cooperating communities of managers + coworkers


Manager's job is to help people cooperate + achieve an integration of goals + interests


Forward-looking management Insights:

  •  making every employee an owner creates a sense of collective responsibility

    •  precursor of employee ownership, profit sharing, + gain sharing

  •  business problems involve a variety of interrelated factors

    •  precursor of systems thinking

  •  private profits relative to public good

    •  precursor of managerial ethics + social responsibility


2. Hawthorne studies examined HOW ECONOMIC INCENTIVES + PHYSICAL CONDITIONS affect WORKER OUTPUT (productivity)

NO CONSISTENT RELATIONSHIP FOUND!


2 groups: Experiment group (improved working conditions) + Control group (no changes to original working conditions)


* performance in both groups increased even after removing the incentives b/c:

  •  new social setting lead workers to do a good job

  •  good human relations = higher productivity


Employee attitudes + group processes:
-  some things satisfied some workers but not others

-  people restricted opportunity to group norms (to avoid layoffs)


Lessons from hawthorne studies:
- social + human concerns are accused of productivity

- Hawthorne effect: ppl are singled out for special attention perform as expected



3. Maslow's theory of human needs ~ Abraham Maslow


Need:  physiological psychological deficiency a person feels compelled to satisfy

 

Deficit principle:  satisfied need is not a motivator of behavior

 promotion principle:  a need becomes a motivator once the proceeding lower level need is satisfied


both principles used to operate at self-actualization level


  • Mcgregor’s theory x + theory y

Theory x assumes that workers:

- Dislike work

- lack ambition

 - are irresponsible

 - resist change

 - prefer to be led

Theory Y assumes that workers are:

-  willing to work

- willing to accept responsib

- capable of self-control

- capable of self-direction

-  imaginative + creative

according to McGregor, managers create SELF-FULFILLING PROPHECIES:

  •  Theory X managers create situations where workers become dependent, passive, + reluctant

  •  Theory Y managers create situations where workers respond with initiative + high performance

    •  Central to Notions of empowerment + self-management


  • Argyris’ personality + organization

Argyris’ adult personality - practices inhibit worker maturation inconsistent of the mature adult personality


Mention practices should accommodate the mature personality by:

  1.  increasing task responsibility

  2.  increasing task variety

  3.  using participative decision-making


2.3 Modern management approaches ——————————————————

1. Organizations as systems
System:
Collection of interrelated parts of function together to achieve a common purpose

Subsystem:  smaller component of a larger system

open systems: organizations that interact with their environments


2. Contingency thinking tries to MATCH MANAGERIAL REPSONSES W/ PROBLEMS (SITUATION)


NO “ONE BEST WAY” TO MANAGE


The appropriate way to manage depends on the situation



3. Quality management
QUALITY + COMPETITIVE  ADVANTAGE are linked


 Total Quality Management (TQM): comprehensive approach to continuous Improvement for the entire organization


ISO certification: Global quality management st+ards
- refine an upgrade quality to meet ISO requirements


4. Quantitative analysis + tools
Analytics:
use of large databases + mathematics to solve problems + make informed decisions using systematic analysis

Evidence based management: making management decisions on hard facts about what really works



Chapter 8: Planning Processes + Techniques

8.1 Why + How Managers Plan ——————————————————

  •  importance of planning

  •  the planning process

  •  the benefits of planning

  •  planning + time management


 types of plans used by managers:

  1.  long-term + short-term plans

  2.  strategic + tactical plans

  3.  operational plans


 planning tools + techniques:

  1.  Forecasting

  •  attempts to predict the future

  • Qualitative forecasting uses expert opinions

  •  Quantitative forecasting uses mathematical models + statistical analysis of historical data + surveys

  1.  contingency planning

  •  identifying alternative courses of action to take when things go wrong

  •  anticipate changing conditions

  •  contain trigger points to indicate when to activate plan or specific course of action


  1.  scenario planning

  •  long-term version of contingency planning

  •  identifying alternative future scenarios

  •  plans made for each future scenario

  •  increases organizations flexibility preparation for future shocks


  1.  Benchmarking:  use of external + internal comparisons to better evaluate current performance

  •  adopts best practices: things people + organizations do that lead to Superior performance

  1.  use of Staff planners: Experts who assistant all steps of the planning process

  •  they help bring focus + expertise to a wide variety of planning tasks


communication between staff planners + my managers is essential for the success of the planning process


 implementing plans to achieve results:

  1.  goal setting

  2.  goal management

  3.  goal alignment

  4.  participation + involvement


 planning is the first management function -  it's at the stage for the others by providing a sense of direction

 Planning:  the process of setting objectives + determining how best to accomplish them

“anticipating the future needs of the market before the dem+ asserts itself”


Objectives + goals:  identify the specific results or desired outcomes that one intends to achieve


 Plan:  statement of action steps to be taken in order to accomplish this objectives (goals)


 steps in the planning  process:

  1.  Define your objectives

  2.  determine where you st+ vis a vis objectives

  3.  develop promises regarding the future conditions

  4.  analyze Alternatives + make a plan

  5.  implement the plan + evaluate results


 benefits of planning:

  1.  improves focus + flexibility

  2.  improves action orientation

  3.  improves coordination + control

  4.  improves time management


 personal time management tips:

  •  do say no to request that distract from what you should be doing

  •  don't get bogged down in details that can be addressed later

  •  through screen telephone calls, emails, + meeting requests

  •  don't let drop + visitors, text messaging use up your time

  •  do prioritize your important + urgent work

  •  don't become calendar bound by letting others controller schedule

  •  do follow a priorities; do most important + urgent work first


* There’s not enough hours in the day to get everything done.

The digital age has increased the number of decisions people have to make + that there's less time available to make decisions


8.2 Types of Plans Used by Managers

 types of plans:

  1. long-term (3+ years into the future)

  2. short-term plans (1 year or less)

  3. Strategic plans: set broad, comprehensive, + long-term action directions to the entire organization or major division

  4.  vision: clarifies purpose of the organization + what hopes to be in the

  5.  tactical plans: specify how the organization's resources are used to implement strategy

-  tactical plans + business often takes the form of FUNCTIONAL PLANS

FUNCTIONAL PLANS - How different components within the organization will help accomplish the overall strategy

  • Production plans, financial plans, facility plans logistics plans, marketing plans, HR plans


operational plans - describe short-term activities to implement strategic plans 

  • Policies: standing plans that communicate guidelines for decisions

    • Love contracts:  employees pledged the Romantic relationships in the office on interfere with their work

  • Procedures:  rules that describe actions to be taken in specific situations

  • Budgets: single-use plans that commit resources to projects or activities

    • Flexible budgets vary according to level of activity

    • “rolled over” budgets are renewed each period

    • Zero based budgets:  allocate resources as if each budget were br+ new

      • There is no guarantee that any past funding will be renewed; all proposals old + new must compete for available funds at the start of each new budget cycle 


HOWEVER…increasing environmental complexity + dynamism of recent years has severely tested the concept of “long-term” planning


 plans are subjected to frequent revisions


 goal setting (SMART GOALS)

  1.  Specific:  desired outcomes clear to anyone

  2.  Measurable:  no doubt when accomplished or missed

  3.  Attainable:  challenging but realistic to accomplish

  4.  Relevant:   focused on important results

  5.  Timely:  linked to due dates + timetable


Solution:  goal alignment between team leader + team member

  •  Jointly plan:  set objectives, st+ards, choose actions

  •  individually Act: perform tasks (member),  provide support (leader)

  •  jointly control: review results, discuss implications, renew cycle


*** COLLECTIVE EFFORT + COMMITMENT**


 participatory planning includes all planning steps the people who will be affected by the plans + asked to help implement them.


 participatory planning…

  •  unlocks motivational potential goal-setting

  •  management by objectives (MBO) promotes participation

  •  participation increases underst+ing acceptance of plan + commitment to success



ex. jeff bezos ~ # of ppl involved in decision making process (2 pizz teams)

- if the team is too big, there are some pp who are free riding



Chapter 5: Global Management + Cultural Diversity  

5.1 Management + Globalization 

1. Management + Globalization

  • Global Management

  •  why companies go global

  •  how companies go global

  •  Global business environments

2. Global businesses

  •  types of global businesses

  •  pros + cons of global businesses

  •  ethics challenges for Global businesses

3. Culture + Global Diversity

  •  cultural intelligence

  •  silent languages of culture

  •  tight + loose cultures

  •  values + national cultures


4. Global Management Learning

  •  are management theories Universal? 

  •  Intercultural competencies

  •  Global learning goals


 Key Concepts in the challenges of globalization:

  •  global economy:  resources markets + competition are worldwide + scope

  •  Internationalization: process of “increasing involvement in international operations”

  •  globalization / deglobalization: 

  1. growing interdependence among elements in the global economy

  2. worldwide interdependence of resource flow, product markets, + business competition

Distance:  Metaphor that represents the degree of dissimilarities between countries


  •  World 3.0: balancing cooperation in the global economy with national identities + interests

  •  Global Management:  managing business + organizations with interest in more than one country


Global manager is culturally aware + formed on international affairs


International businesses:  conducting for profit transactions of goods + services across National boundaries


 reasons why businesses Go Global:

  1.  Customers

  2.  Suppliers

  3. Capital

  4.  Labour

  5.  Risk


 internationalization motives 


1) DUNNING’s 4 motives:

  1.  Market seeking

  2.  efficiency seeking

  3.  natural resource seeking

  4.  strategic assets seeking


2) CUERVO-CAZURRA, NARULA + UN’S 4 motives:

  1.  Sell more:  the company explores existing resources at home + obtains better host country conditions

  2.  buy better:  the company explodes existing resource abroad + avoids poor Home Country conditions

  3.  Upgrade:  the company explores for new resources + obtains better host country conditions

  4.  Escape:  the company scores for new resources + avoids poor Home Country conditions


 for internationalization motives -  a company may also explore the opportunities in different markets in order to take advantages + in some cases extend the product life cycle


Market entry strategies involve the sale of goods or services to foreign markets but do not require expensive Investments

  1.  Global sourcing

  2.  Exporting

  3.  Importing

  4.  licensing agreement

  5.  Franchising

 types of foreign direct investment ( FDI) strategies:

  1.  joint venture

  2.  strategic Alliance

  3.  owned subsidiary (sometimes called WOS)


Q: What conditions will affect the decisions of firms on how to internationalize their activities?
Dunning - Eclectic Paradigm OLI Model
- ownership, location, + internationalization advantages (OLI)

1) Ownership advantages:  resources owned by the org that can be transferred across locations which includes trademarks, production techniques + process, managerial skills + other resources not available to the competitors


2) Location advantages:  implications of choosing to produce or to perform activities in a specific location (country or region)


3) internationalization advantages:  to internalize or to incorporate activities that add value to its business


[pic]


evolution of Concepts - new elements —
→  although economic factors are certainly important to explain the formation, growth, + expansion affirms within + across national borders, they are not sufficient to explain the additional complexity when a firm decides to exp+ its activities across national borders


Economic factors:  investigate the economic elements that affect the internationalization of firms

 behavioral elements: explaining the additional challenges (+ perhaps opportunities) a firm faces + foreign host countries when compared to indigenous (local) firms


 behavioral theories: the uppsala internalization model

  •  included the psychic distance concept to explain the internationalization behavior firms

  •  psychic distance: “ the sum of factors preventing the flow of information from into the market”

    • Includes several elements: “language, culture, political systems, level of Education, level of industria development, etc”

  •  firms behave in a risk averse manner =  it means that when the perceived risk goes down the firm increases its commitment to the foreign market


Establishment chain (status in the internationalization process):
1.  Non-regular (sporadic)  export

2.  regular exports with independent agent/distributor

3. establishment of a sales office / subsidiary

4. production subsidiary


 Common forms of global business

[pic]


ex. The haier group - plan in camden, south caroline

  •  small data to satisfy individual customer needs, however the company faced a huge culture shock at the plant in Camden South Caroline


Cultural differences can have a huge impact on the internationalization of firms


 Cultural Distance Index ~ Kogut  + Singh 

  • 1st statistical study on the implications of cultural distance to the selection of entry mode

  • when investing in culturally distant countries foreign firms can choose to partner with local firms in order to gain local knowledge + share the risk associated to the investment (higher commitment =  higher risk)


 How companies Go Global:

  1.  global sourcing:  purchasing materials or services around the world for local use

  2.  Exporting: selling locally made products in foreign markets

  3.  Importing: buying foreign made products + selling them domestically


75%  of Canadian exports go to the US, representing only 12% of US imports

  1. Licensing agreement: one firm pays for rights to make or sell another companies products

ex. LARGEST TRADEMARK INFRIGEMENT of New Balance in China is associated with the potential risk of Licensing (slanted N logo + owed US shoe company $1.5 million in damages _ legal costs)


  1.  franchising: a fee is paid for rights to use another firm's name, br+ing, + methods



Insourcing:  local job creation that results from foreign direct investment

  1.  joint ventures:  operates in a foreign country through a co-ownership by Foreign + local partners


criteria for choosing a joint venture partner:
-  familiarity  with your firms major

- strong local workforce
- values its customers

- future expansion possibilities

-  strong local market for partners own products

- good profit potential

- sound financial st+ing


  1.  Strategic alliances:  a partnership in which foreign a domestic firms share resources + knowledge for Mutual gains

  2.  foreign subsidiaries:  local operation completely owned by a foreign firm 



Besides cultural differences… there are Global business environments:

  1. legal + political systems

    1. deferring laws + practices regarding….

  •  business ownership

  •  negotiation + implementation of contract

  •  foreign currency exchange

  • Protection of intellectual property rights

    • Counterfeit merch+ise


  1.  political risk: potential loss + value of a foreign investment due to instability + political changes in the host country

  2. political risk analysis (expertise/experience):  forecast political disruptions that threaten the value of a foreign investment

    ex.  Brexit, US trade Wars - mexico - china,  Bolivia - Venezuela - China, Canada + India

  •  trade agreements + trade barriers

    • World trade organization

      • Most favored nation status

      •  Tariffs

      • Non tariff barrier (quotas restrictions, etc)

  •  Regional economic alliances 

    • USMCA (replacement for the NAFTA -  North American free trade)

    • EU = Europea Union

    • APEC = Asia  Pacific economic cooperation

    • ASEAN =  Association of Southeast Asian Nations

    • SADC =  South Africa development community

    • MERCOSUR = mercado comun del sur


Deglobalization: process of “weakening interdependence among nations”

  • The Bullwhip effect affecting Global Supply chains:  a phenomenon we're ordering patterns experience increased ovariance towards upstream stages of the supply chain




5.2 Global Businesses 


Types of global businesses:
1. Global corporation: MNE (multinational enterprise) or MNC (multinational corporation) w/ extensive business operations in more than 1 foreign country

2.  Transnational corporation: a global corporation that operates worldwide on a borderless basis


Host country complains about MNCs:

  1. Excess profit

  2. Domination of local economy

  3. Interference w/ local gov’t

  4. Hiring the best local talent

  5. Limited tech transfer

  6. Disrespect for local customs


ex. War in Ukraine – disruption in global value chains + increased pressure + interference of MNCs with local gov’t (brazil imports fertilizer from Russia, so they have to find alt country to avoid conflict between Russia + Ukraine – Canada – to import fertilizer but Canada may not be able to produce as much as Russia…


Globalization gap: large multinationals + industrialized nations gaining disproportionately from globalization → a matter for social and personal concern?


MNCs complaints about host countries:

  1. Profit limitations

  2. Overpriced resources

  3. Exploitative rules

  4. Foreign exchange restrictions

  5. Failure to uphold contracts


Mutual benefits for host country + global corp or MNC:

  1. Shared growth opportunities

  2. Shared income opportunities

  3. Shared learning opportunities

  4. Shared development opportunities


Ethical challenges for Global Businesses:

  1. Corruption: illegal practices that further one’s business interests

corruption of foreign public officials act – makes it illegal for Canadian firms + their representatives to engage in corrupt practices overseas

- bribes to foreign officials

- excessive commissions

- non monetary gifts

  1. Child labor + sweatshops
    Child labor: employment of children for work otherwise done by adults

Sweatshops: employment of workers at very low wages for long hrs in poor working conditions

ex. Nike employs sweatshops (impacts their sales + relationship with investors) 


  1. Conflict minerals



5.3 Cultures + Global Diversity

Culture: shared set of beliefs, values, + patterns of behavior common to a group of ppl


Hofstede defines culture as the “collective programming of the mind distinguishing the members of 1 group or category of ppl from others”


  • Cultural values remain consistent over time! 


Culture shock: confusion + discomfort a person experiences in an unfamiliar culture


Stages in adjusting to a culture:

• Confusion: First contacts with the new culture leave you anxious, uncomfortable, + in need of information + advice.


Small victories: Continued interactions bring some “successes,” and your confidence grows in handling daily affairs.


The honeymoon: A time of wonderment, cultural immersion, and even infatuation with local ways that are viewed positively.


Irritation and anger: A time when the negatives overwhelm the positives + the new culture becomes a target of your criticism.


Cultural intelligence: to adapt + adjust to new cultures

Ethnocentrism: the tendency to consider one’s own culture as superior to others


Silent languages of culture:

  1. Context: “parts of a discourse that surround a word or passage and can throw light on its meaning”


High + low context cultures ~ Edward T. Hall (1959) – compares cultures (high context x low context):
Low-context cultures emphasize communication via spoken or written words
- US, Canada, Germany (very specific, more direct, speak up issues right away)


High-contrast cultures rely on nonverbal and situational cues + spoken or written words
- Thailand, Malaysia


  1. Proxemics: study of how ppl use SPACE to communicate 

- In NA, ppl value “personal space”

- Many Latin + Asian cultures expect much less personal space

  1. Time

Monochronic cultures: ppl tend to do 1 thing at a a time (ex. canada)

Polychronic cultures: time is used to accomplish many diff things at once (ex. egypt)


  1. Tight + loose cultures

Cultural tightness-looseness:

  1. TIGHT = strength of norms that govern social behavior (ex. Japan, Korea, Malaysia)

  2. LOOSE = tolerance for any deviation from norms (ex. Australia, brazil, hungary)


Values + national cultures (Hofstede):

  1. Power distance

  2. Uncertainty avoidance

  3. Individualism-collectivisim

  4. Masculinity-femininity

  5. Time orinetation

  6. Indulgence vs restraint


5.4 Global Management Learning


Comparative management: how management practice systematically differ among countries and/or cultures 


Intercultural competencies: skills + personal characteristics that helps us be successful in cross-cultural situations


Global managers (know how to adapt) - need to successfully apply management functions across internationl boundaries


Global learning goals:

  1. Not universal

  2. Engage critcial thinking

  3. Look everywhere for new management ideas

  4. Always consider culture