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The case highlights the challenges encountered by a corporate life and health insurance leader while dealing with an underperforming employee, Tina Smith, in 2016 in Toronto, Ontario. It provides an overview of the process involved in performance management, including steps associated with exiting an employee from an organization. The protagonist in this case, Alexandra Thorn, also encountered challenges in her working relationship with Smith. Thorn was a lesbian and was open about this fact with her team and clients. Smith felt that in sharing information about her sexuality, Thorn jeopardized her business relationship with their clients; consequently, Smith suggested that Thorn not accompany her to meetings with clients in their Southwestern Ontario region, which included a large, traditional farming community. During a client meeting, Thorn witnessed Smith displaying inappropriate behaviour that stemmed from Smith’s implicit bias and discomfort with diversity. After Thorn reported her concerns to the company’s human resources (HR) partner, however, she was informed that the incident did not warrant intervention. As a values-based leader aligned with the organization’s commitment to diversity and inclusivity, Thorn had to consider how to proceed.

The mission of Edmonton Opera Association (Edmonton Opera), a not-for-profit arts organization founded in 1963, was to bring the community together through meaningful artistic experiences. In 2017, when Edmonton Opera developed a strategic plan, it incorporated this mission into the plan and used it as the basis for a new direction for the next five years. Unfortunately, the COVID-19 pandemic in 2020 changed the way Edmonton Opera carried out its mandate, and as a result, it had to suspend the implementation of the 2017–2022 strategic plan. But with a return to pre-pandemic operations in late 2021, Edmonton Opera’s management and board members were eager to restore the original five-year strategic plan, and the board was eager to assess the strategic initiatives and effectiveness of Edmonton Opera's mission. The plan had, at its core, the four dimensions of the balanced scorecard system—finances, customers, learning and growth, and internal business processes—but management would have to devise their own balanced scorecard measures.

In May 2022, Ethiopian social entrepreneur Berhanu Gebeyehu had to decide on next steps for his clean drinking water business, Brightwater Ethiopia (Brightwater), which he had begun in 2019 in the southern town of Dilla. Ninety-six per cent of Dilla’s households had reported on surveys that the clean water available in the town was inadequate for their needs and that school-aged girls regularly missed class because they bore the burden of collecting water, often from unsafe sources. Following two successful years of business, during which Gebeyehu had striven to contribute to the United Nations (UN) sustainable development goals (SDGs) by providing clean drinking water and boosting gender equality while also making a profit, Gebeyehu now wanted to reduce his business’s dependency on the foreign non-governmental organization (NGO) that had helped fund and set up the business. He was also considering expanding his social enterprise’s model across Ethiopia as well as developing a capability that would deliver clean water in plastic bottles.

Lil Mixins was a Philadelphia-based infant health company founded in 2017 with a dual commitment to purpose and profit. Motivated by her experiences as a mother of a son who had several food allergies, the founder and chief executive officer (CEO) developed and launched a product line of powders that could be mixed in infants’ diets to immunize them against food allergens. She kept the price low to make it easily endorsable by pediatricians and insurance payers and more available to lower-income households. After three years of operations, however, the adoption rate was slower than projected. The CEO considered introducing a new higher-priced product that could keep the business going, but it excluded the broader market she had hoped to serve. How could she preserve her company’s accessibility and social goals while ensuring Lil Mixins’ viability?

In May 2022, Getwell Pharma India Private Limited was an independent neighbourhood pharmacy in Amritsar, India. Pharmacy retail in the country was largely dominated by traditional independent stores, until the emergence of pharmacy chains and e-pharmacies with scale advantage, extensive financial resources, large numbers of stock-keeping units, store brands, and new technology. These changes were making traditional pharmacies less attractive to customers, who were increasingly asking for heavy discounts to match those of the new competitors. However, the discounts were not manageable for independents that were positioned at the end of a long and fragmented supply chain and stuck with limited margins. As a result, Getwell Pharma India Private Limited was losing its customer base, despite offering quality products and services. With revenues and profits falling, should the company consider allowing a major competitor to absorb the business?

In October 2019, the director of human resources at SMP India Design Centre had a difficult situation to address. She had received a sexual harassment complaint against a senior team member from two female employees, both of whom were relatively new in the organization. Acting promptly based on the organization’s procedures manual and policies, the director initiated an enquiry. A detailed investigation found the accused guilty of gross misconduct. However, the surprising punishment handed down by the organization was only a warning letter. It seemed that taking any other action would go against the company’s best interests. The director of human resources felt torn between her responsibility to provide a safe and positive workplace for employees versus being a custodian of the corporate brand and public image. But how could she ensure a healthy working environment if the company ignored serious issues such as sexual harassment against its own employees? Should she fight the company’s ruling and provide her own advice to employees? Would her loyalty to the organization be questioned if she decided to support the two victims of sexual harassment?

This disguised case set in April 2016, based on true events, describes an existential crisis faced by an English law firm operating in Italy. English law firms entered Italy in the 1990s through alliances with reputed Italian firms. The intention was to gain access to the lucrative Italian legal market. When they started operations, these firms aimed to achieve a leading position in the Italian market (top three strategy). Hence, their Italian operations were afforded a high degree of autonomy and preserved their distinctive Italian identity. But later, in the 2000s, English law firms started adopting a one-firm strategy to integrate their Italian operations into the global network. This created a great deal of tension and complexity, as Italian professional logic differed radically from the English logic. Subsequently, alliances and mergers between the English and Italian firms unravelled quickly, resulting in an existential crisis for the English law firms in Italy after over a decade of operations. The case presents such a situation through the eyes of partner John Smith, of the firm Smith and Jones, who must determine how to avert such a crisis while taking into account the Italian legal approach, and without diluting the global nature of his firm.

In December 2022, after the independent film distributing company levelFILM Inc. experienced several box office failures, the company’s manager of sales strategy was wondering if the company needed to re-examine its portfolio strategy. Based in Toronto, Ontario, levelFILM Inc. operated in the highly uncertain film industry, in which it was almost impossible to predict how any one film would perform at the box office. The various distributors in the industry employed different strategies for managing risk, including building a large diversified portfolio of projects or pursuing a blockbuster strategy with heavy investment in fewer projects. The company’s manager was wondering which strategy would be most appropriate for levelFILM Inc. and how he might use extensive historical data that he had available to determine optimal risk management and investment returns options for the company.

Instructor Spreadsheet to accompany product W33829.

Student Spreadsheet to accompany product W33828.

A Hong Kong start-up, Senior Deli develops a wide variety of soft meal products targeted at mostly elderly patients suffering from dysphagia, or difficulty swallowing and chewing. Its patented technologies help supply softened food that retains the original taste and appearance and appeals to local palates. There is significant market potential for soft meal products amid the aging populations in Hong Kong, mainland China, and other developed countries. Yet the team has found that some patients and care homes have hesitated to adopt the products. In general, soft meal products are still new to many people and suppliers in Hong Kong. The stakeholders seem to hold up in adoption of the products. This market chasm is too costly for Senior Deli or any single start-up to overcome. Therefore, Senior Deli’s major issues are educating target customers, legitimizing soft meals, and promoting its products amid such uncertainty. At the end of 2022, a localized guideline for care foods was announced in Hong Kong, but will it create an opportunity for Senior Deli to overcome the issues it has been facing?

It is September 2021, and Kalshi is a new, Commodity Futures Trading Commission (CFTC)-approved trading platform for event contracts. Kalshi went online just a few months earlier, after a successful round of Series A funding. Sumer Sao, the first (and at the time the only) member of Kalshi’s growth team, realizes that the key to the company’s sustained success is to quickly grow the number of daily active users to increase liquidity on the trading platform. To achieve that, Kalshi needs to find the right pricing structure that can potentially attract different target segments while also encouraging trading.

In December 2022, Shariq Nomani had been living with his family in a rented apartment in Lucknow, India. Even though they liked the place, which had all the necessary amenities, they were thinking of buying a unit in the same community. After collecting all the necessary information, Shariq sat down to figure out the best alternative between two options: buying and renting. He needed to undertake a comprehensive quantitative analysis by applying the concept of time value of money to make the optimal decision.

Instructor Spreadsheet to accompany product no. W34421.

Manuel Hernandez, mill manager at Duoro Mine (Duoro), located near Arequipa, Peru, was considering options for increasing output to take advantage of a recent spike in commodity prices. It was Wednesday, January 25, 2023, and prices for copper and gold, the main products of Duoro, were trading at historical highs compared to their five-year average. The mine manager had asked Hernandez to make recommendations about increasing production, and Hernandez had identified three options. Students are expected to evaluate each option and decide which, if any, would address Diaz’s objectives of increasing output and minimizing financial risks.

In 2021, a coalition of seven First Nations communities was exploring a potential partnership with Premium Brand Holdings Corporation (Premium Brands). If executed, this partnership would constitute the single largest investment in the seafood industry by any Indigenous group in Canada. Chief Terry Paul, the Chief of Membertou First Nation in Cape Breton, Nova Scotia, had ambitious goals. He desired to develop his community to become economically and financially self-sufficient in order to free it from dependence on government funding. In 2020, John Risley, co-founder of Clearwater Seafoods Incorporated (Clearwater), shared his plans to retire with Paul and asked him to consider purchasing the company, as he believed Paul and his community would be good stewards of Clearwater. Seeing the opportunity, Paul formed partnerships with six other First Nations communities in Atlantic Canada, but they needed to secure additional funding, and sought a corporate partner to assist. While Paul searched for a partner who would be willing to eventually allow the coalition to purchase 100 per cent of Clearwater, the best offer he received was for a 50/50 ownership split with Premium Brands. Although Premium Brands was not willing to accept Paul’s ownership criteria, this deal would have a significant impact for the First Nation communities. Should Paul set aside his criteria and accept the counteroffer? How could he secure this deal while maximizing the benefit for all stakeholders?

Syngenta AG (Syngenta), the Monsanto Company (Monsanto), Bayer Crop Science (Bayer), BASF SE (BASF), Dow AgroSciences (Dow), and DuPont de Neumours, Inc. (DuPont) were the only multinational firms engaged in the discovery of new agrochemical and seed technologies. Despite their fierce rivalry, the six competitors had forged strong collaborative relationships to manage the rising challenges in developing and launching agricultural innovation. A wave of unprecedented mega mergers transformed the industry into even fewer and larger firms. Syngenta, Bayer, BASF, and Corteva became the four new leaders in agriculture. As rivalry increased and innovation became even more challenged, the four competitors were pushed to reassess how they could innovate and collaborate together. Their key challenge was to determine how they could work together to develop the next wave of innovation in agriculture without compromising their individual strengths and competitive advantages.

Lululemon Athletica Inc. was a Canadian multinational athletic apparel company for women and men. Founded Vancouver in 1998, the company ended fiscal year 2020 with a strong performance, bringing in over US$4.4 billion in annual sales. However, with only 14 per cent of its sales coming from international markets outside North America, the company’s priorities for 2021 and beyond included global expansion. As of February 2021, the new executive vice-president international was a month into his role and faced the challenge of quadrupling 2018 international sales of US$360 million to US$1.44 billion by the end of 2023. How many new stores should Lululemon Athletica Inc. plan to open in each of the company’s three major international markets of China, Asia-Pacific, and Europe? Which geographic regions or countries should it focus on to grow the Vancouver-based company internationally?

This is the Student Spreadsheet that accompanies product W29942.

The owner of Primes and Zooms, a retail still photography rental organization based in Pune, India, was facing a hard choice in the spring of 2022. After ten years in the business, he saw that the market was changing in some unexpected ways. These changes, coupled with the challenges that the COVID-19 pandemic had brought, meant that Primes and Zooms needed to determine a new growth strategy. There had been fast-paced growth in the video photography space, compared to the still photography space. The options were as follows: should Primes and Zooms enter new geographies with its existing still photography business, or should it expand its current locations to include video rental services?