Paper 3 HL Notes: Social Enterprise (IB)

Overview of Paper 3

  • HL level only paper for IB Business Management (Paper 3)

  • Time: 1 hour 15 minutes

  • Total marks: 25

  • Percentage of course: 25%

  • Minutes per mark: 3 minutes

  • You must answer all of the questions

  • There are three questions in the exam: 2 mark, 6 mark, 17 mark

Case study format

  • You will be given a case study with a short introduction about the company and its products or services; the company will be a social enterprise.

  • You will learn more about the company through 5–6 resources (news articles, emails, customer reviews, social media posts, infographics, etc.).

  • This is a decision-making paper that requires you to make a recommendation to the business.

What is a social enterprise?

  • Definitions and examples are provided to explore what counts as a social enterprise

  • Emphasizes a mission to generate social impact alongside or instead of traditional profit maximization

Definitions of social enterprise (Key definitions to compare)

  • A social enterprise’s mission is to have a social impact rather than make a profit for owners/shareholders; it provides goods/services and uses profits to further social objectives.

  • European Union: Social enterprises demonstrate a better way to do business that prioritizes benefit to people and planet and uses the majority of any profit to further their mission; they contribute to reducing economic inequality, improving social justice, and environmental sustainability.

  • Social Enterprise UK: Reading definitions, identify THREE main features of a social enterprise.

  • BC Centre for Social Enterprise: 1) Have a clear mission to improve lives; 2) Generate revenue by selling a product/service; 3) Progressive in diversity, inclusion, and social justice.

What is NOT a social enterprise?

  • Charities are not social enterprises (no revenue generation used to change the world).

  • Businesses that donate a portion of profits are not social enterprises (main goal remains profits/shareholder value).

  • Companies that care about the environment or have environmentally friendly products are not automatically social enterprises; they are socially responsible businesses.

  • Service businesses that donate time (e.g., lawyers, doctors) do not provide solutions to social issues; their services are valuable but not a social enterprise.

So what is a social enterprise?

  • A business where giving and helping others is at the core of the business model; the mission is the reason for existence.

  • Energizing and inspirational to customers and others around it.

  • Constant focus on purpose/mission, not just short-term marketing.

  • Aspirational and belief-driven, emphasizing future hopes/goals to be achieved.

What makes it social?

  • Traditional businesses vs charities vs social enterprises: brainstorm examples in groups to identify characteristics that differentiate social enterprises as mission-driven, revenue-generating entities.

Profit vs Purpose debate

  • Group activity with three stances:

    • Team A: Profit should always come first in business

    • Team B: Social/environmental purpose is more important

    • Team C: A balanced approach is possible

  • Groups are randomly assigned stances; 10 minutes to prepare; 3 minutes to present arguments with evidence.

Social Enterprise Shark Tank

  • Group activity again; 15 minutes to devise a social enterprise idea; address:

    • What social/environmental issue is addressed?

    • What is the product/service?

    • Who is the target audience/market?

    • How will revenue be generated?

  • Each group pitches in 3 minutes.

Maslow's hierarchy of needs (foundational motivation theory)

  • Maslow’s hierarchy includes five levels:

    1. Physiological needs: air, water, food, shelter, sleep, clothing, reproduction

    2. Safety needs: personal security, employment, resources, health, property

    3. Love and belonging: friendship, intimacy, family, sense of connection

    4. Esteem: respect, self-esteem, status, recognition, strength, freedom

    5. Self-actualization: desire to become the most that one can be

  • Visual cue often shown as a pyramid with Physiological at the base and Self-actualization at the top.

Motivational theories (HL only)

  • The following theories are covered:

    • McClelland’s acquired needs theory

    • Deci and Ryan’s self-determination theory

    • Adams’ equity theory

    • Vroom’s expectancy theory

McClelland’s acquired needs theory (Need for Achievement, Power, Affiliation)

  • N-Ach (Need for Achievement)

    • Moderate risk-takers; feel achievement if task is not too hard or too difficult.

    • Interested in personal success, not intrinsic/extrinsic rewards.

  • N-Pow (Need for Power)

    • Desire to influence others; institutional power tends to bring out the best in teams when used to achieve organizational objectives.

  • N-Aff (Need for Affiliation)

    • Seek good social/working relationships; motivated by teamwork or customer relations, not working alone.

Deci and Ryan: Self-determination theory

  • Core requirements for flourishing: Autonomy, Competence, Relatedness

  • Autonomy: sense of control over one’s work

  • Competence: feeling effective and capable

  • Relatedness: sense of connection to others

Equity theory (Adam’s)

  • Motivating factors depend on perceived fairness of inputs and outputs

  • Inputs: what employees contribute (effort, time, skill, etc.)

  • Outputs: what employees receive (remuneration, recognition, rewards)

  • Perceived equity arises when outputs are commensurate with inputs and fair relative to others performing similar work

Expectancy theory (Vroom)

  • Motivation depends on beliefs about outcomes:

    • Expectancy: belief that effort will lead to performance

    • Instrumentality: belief that performance will lead to a reward

    • Valence: value of the reward to the individual

Assessment criteria for Presentation (16–20 marks in this section in some rubrics; note overall total = 20 for this section)

  • Clarity, structure, engagement; effectively communicates key points within time

  • Originality and innovation in the recommended action plan; addresses challenges; evaluates trade-offs

  • Thorough research with credible sources; complete reference list (MLA)

  • Content coverage: name, introduction, mission, human need (linked to theory), challenges, action plan

2-mark questions: explanation and practice

  • 2-mark breakdown tasks: describe a human need using a business theory (likely Maslow or another theorist)

  • Remember other theorists beyond Maslow; discuss briefly

2-mark discussion: human needs exercise

  • Create a list of human needs (e.g., Food, Shelter, Clothing, Water, Education, Love from others, Clean air, Medical care, etc.)

  • Marks: 1 for using an appropriate theory, 1 for describing the need

6-mark questions: explanation and practice

  • Structure: identify a problem, explain the issue with case-study quotes/information, and discuss the impact on the business

  • Each part contributes to a total of 6 marks (3+3)

  • Example: TOMS case study analysis with one issue, followed by justification and impact

  • Students should do this for their chosen enterprise’s issue

17-mark questions: explanation and practice

  • Four criteria: A, B, C, D

  • Criterion A: Use of resources

    • You must reference every resource used; clarity about which source supports which point

  • Criterion B: Tools and theories

    • Use specific business tools or theories; ensure vocabulary/theorists are integrated into analysis

  • Criterion C: Evaluation

    • Consider long-term vs short-term, financial vs non-financial, stakeholders, business context, objectives; include multiple angles and trade-offs

  • Criterion D: Sequence of ideas

    • Demonstrate logical order of ideas; use introduction, numbered transitions (first, second…), and clear reasoning for ordering

Rubrics and guidance for 17-mark questions (detailed)

  • Criterion A (Use of resources): Reference every resource; avoid overquoting; indicate which resource supports which claim (e.g., "In Source A, the CEO states…")

  • Criterion B (Tools and theories): Incorporate course vocabulary and theorists; show alignment of analysis with theories like Ansoff matrix, Herzberg, etc.

  • Criterion C (Evaluation): Provide multi-faceted evaluation across dimensions (long-term vs short-term, financial vs non-financial, stakeholders, context, objectives). Propose at least three evaluation angles; discuss trade-offs.

  • Criterion D (Sequence of ideas): Show planned progression; use a structured plan (introduction, step 1, step 2, counterpoints, conclusion) or alternative structure; justify sequencing

Structuring the essay (two valid structures)

  • Structure 1:

    • Introduction: outline problems the action plan addresses

    • Paragraph 1: first action; rationale; sources; syllabus area; evaluation elements

    • Paragraph 2: second action; rationale; sources; evaluation elements

    • Paragraph 3: counterpoint/alternative; trade-offs; evaluation elements

    • Paragraph 4: second counterpoint (if applicable)

    • Conclusion: summarize benefits and how plan helps achieve objectives

  • Structure 2 (alternatively):

    • Introduction; Action 1; Counterpoint 1; Action 2; Counterpoint 2; Conclusion

  • Either structure is acceptable; ensure 2–3 well-developed recommendations

Final notes and practice guidance

  • Practice is essential; aim for 2–3 strong recommendations rather than many weak ones

  • Read the case study closely to identify issues and opportunities

  • Use the action plan to demonstrate critical thinking, feasibility, and impact

Example case study reference (Coffee Up)

  • Coffee Up case study provided as an example in the materials. Resources and questions accompany the case study for practice.

References (illustrative list provided in the materials)

  • All about Social Enterprise. N.d. https://www.socialenterprise.org.uk/all-about-social-enterprise/

  • Hessekiel, D. (2021, April 28). The Rise and Fall of the Buy-one-give-one model at Tom’s. Forbes. https://www.forbes.com/sites/davidhessekiel/2021/04/28/the-rise-and-fall-of-the-buy-one-give-one-model-at-toms/

  • Social Enterprises. N.d. https://single-market-economy.ec.europa.eu/sectors/proximity-and-social-economy/social-economy-eu/social-enterprises_en

  • What is a Social Enterprise?. N.d. https://www.centreforsocialenterprise.com/what-is-social-enterprise/

  • Ugly Food resources: https://www.channelnewsasia.com/singapore/ugly-food-waste-imperfect-blemished-surplus-excess-3203996 and https://uglyfoodco.com/pages/about-uglyfood-2-0

  • Singapore and UK social enterprise resources (link references provided in the slides)

  • Additional resources for environmental sustainability (as listed in the slides)