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Supplement to case HEC162. This two-part analytical case illustrates the situation of Money Cash Flow Inc., a fast-growing Canadian insurance company, where the human resources management at its Montreal call centre has gradually become a major concern. In view of the many customer complaints and the growing number of employee departures, senior management wants to correct the situation and get the company back on an even keel. A stable and committed workforce is an important factor in the company's success. Management recognizes that human capital is the main source of its value added and a strategic advantage in its industry.

The members of the second generation of the Nguyen family have begun to enter the business. Each has entered at different times and for diverse reasons. "Is this for me?" centers on John Nguyen who has entered the family business but isn't sure he has made the right choice. He has worked outside of the family business for a number of years and has also considered other career fields such as the priesthood. However, at this juncture, he is working in the family business, has received an attractive job offer from a prestigious technology company, and is deciding whether he should remain. The audience for "Is this for me?" are students in family business or human resource management courses, either at the undergraduate or graduate levels. This case could also be used effectively in seminars conducted by university centers or institutes focused on offering continuing education for family businesses.

The owner of a small robotics company needs to make some decisions regarding his company's employee compensation plan. One of the owner's valued employees has approached him with a request for a pay increase; the owner has to decide whether to grant the raise. The owner is also considering instituting an 'employee trust' (i.e., an organization-level reward plan that would provide a payout to employees in the event that the company is sold). The owner also needs to consider his employee compensation plan as a whole and decide whether his current compensation system is helping him to achieve the company's goals.

After the contentious firing of an office manager, the leadership at Fresh to Table, a software-as-a-service provider for luxury hotels and restaurants, make an unpleasant discovery. While reviewing the office manager's internal electronic communications, company leaders discover that several key employees, including two that were recently promoted, had been spending substantial time on internal social media channels disparaging other employees, citing days when they skipped work, and referring to other instances of unprofessional behavior. This 5-page case explores issues related to electronic communications, termination and disciplinary procedures, and leadership, culture and values. It can be used in General Management, Organizational Behavior, Human Resource Management, Management Communication, Leadership, and Employee Relations courses. The case also allows students to consider how technology affects organizational interactions and culture.

While there have been many articles written on the advantages and techniques of goal setting, there has been far less written to guide practicing managers on how to put this powerful motivational tool to work. This article offers a three-step process that begins by identifying the combination of performance, learning, and behavioral goals to best match the unique knowledge, skills, and abilities of the employee to the task requirements of the job. Once this best-goal combination has been determined, the manager's letter, a managerial tool developed by Peter Drucker, is presented as a well-accepted process for implementing a goal-setting strategy that emphasizes employee participation. The third step in the implementation of a goal-setting strategy is to introduce subconscious primes that can reinforce the value offsetting performance, learning, and behavioral goals.

In today's world, CEOs are frequently dismissed following corporate misconduct or poor performance. Yet, it is often difficult to predict when boards will dismiss the CEOs, as the same behavior often results in different decisions across firms. Taking a socio-cognitive perspective, this article explores the factors that lead a CEO to become tarnished. It then uses expectancy violation theory combined with attribution theory as well as stakeholder theory, concepts of legitimacy, and motivational theory to understand how the board evaluates the tarnished CEO.

Emily Reyna, the Environmental Defense Fund's (EDF) Director of Diversity, has been in the newly formed position for under a year and has been tasked with implementing the organization's Diversity Plan, which aims to improve internal racial and ethnic diversity as well as reach a more diverse range of constituents within partnerships. EDF recognizes the importance of adequately engaging and representing shifting demographics in the United States and internationally and has focused on improving diversity internally for the past several years. Reyna's priority is a baseline assessment of diversity and inclusion within EDF's culture. Her focus is on inclusion and full participation, not only in the workplace but also in the policies and programs EDF is working to implement. Students will explore the challenges of diversity and develop a strategy for EDF's internal changes and external partnerships.

The U.S. Patent and Trademark Office (USPTO) is the federal government agency responsible for evaluating and granting patent and trademark applications. In 2015, the USPTO employed approximately 8,000 patent examiners who granted nearly 300,000 patents to inventors. As of April 2016, it took roughly 26 months for a patent application to move through the evaluation process, which exceeded the office's processing goal of 20 months. In August 2016, Andrew Hirshfeld, the commissioner for patents at the USPTO, considered the current state of patent examination and future possibilities. In recent years, a number of new and exciting tools enabled by advances in telework, machine learning, and other approaches had emerged. Hirshfeld hoped to maximize these tools' utility in order to enhance patent examiners' work and productivity. Helping examiners become more productive could in turn help the USPTO achieve its joint goals of processing patent applications more quickly and granting better quality patents. But the new tools and organizational changes would bring challenges too. Any changes would have to be implemented at the grassroots of the USPTO organization, and ongoing pilots would not be successful without the buy-in and cooperation of both individual examiners as well as the union.

The benefits provided by employment and identified with a specific employing company are referred to as employer branding. We argue that when employees use IT to transmit employer branding-sharing and accessing work-related experiences openly across organizations-their expectations and assessments of workplaces change. We collected 38,000 reviews of the highest and lowest ranked employers on Glassdoor, an online crowdsourced employer branding platform. Using IBM Watson to analyze the data, we identify seven employer branding value propositions that current, former, and potential employees care about when they collectively evaluate employers. These propositions include (1) social elements of work, (2) interest and challenge raised by work tasks, (3) the extent to which skills can be applied in meaningful ways, (4) opportunities for professional development, (5) economic issues tied to compensation, (6) the role of management, and (7) work/life balance. We clarify that these value propositions do not all matter to the same extent, and demonstrate how their relative valences and weights differ across organizations, especially if institutions are considered particularly good or bad places to work. Based on these findings, we show how employers can use crowdsourced employer branding intelligence to become exceptional workplaces that attract highly qualified employees.

Aspiring to be innovative and agile, today companies of all shapes and sizes want to recruit entrepreneurial managers. But most firms lack a scientific way to separate the true entrepreneurs from other candidates. To address that problem, Butler compared the psychological testing results of over 4,000 successful entrepreneurs and of some 1,800 business leaders who described themselves as general managers but not as entrepreneurs. His analysis uncovered three factors that differentiate entrepreneurs: "thriving in uncertainty," a "passion for ownership," and unique "skill at persuasion." In this article Butler dives deep into the skills, mindset, and traits of entrepreneurs, explaining what the stereotypes about them often miss. For instance, they aren't always more creative or in love with risk, but they are deeply inquisitive, open to new experiences, and comfortable with the unpredictable. He also offers evidence-based, practical advice for interviews and resume screening that hiring managers can use to identify entrepreneurial leaders.

In 2016, Susan Cassidy, VP of Sales and Marketing for the packaged foods division at CPG firm Bertram Gilman International has to make a promotion decision. Should she choose the person she has been grooming for the position, or another candidate recommended by central HR based on the firm's promotions algorithm?

In early January 2017, Vanessa Teo, Director of Global Learning and Talent Development at the DFS Group, is outlining the airport retailer's e-learning strategy. The Group had already invested significant resources in various training, learning and development programmes. These programmes, housed within DFS University, focused on building a deep knowledge and appreciation of the various luxury products sold by incoming sales associates. Associates in these programmes learn different types of sales tactics, and promising employees are enrolled in leadership programmes to fast-track their management potential. Nonetheless, these programmes were expensive. DFS first embarked on an e-learning initiative three years earlier with the development of an e-campus, which was a social learning platform akin to Facebook. This platform was piloted at many locations throughout DFSs' worldwide network of airport duty free stores. The hope was that such social learning could simultaneously reinforce and scale up the learning and training development programmes. Now, Teo seeks to advance into the next stage of developing the e-learning initiative, envisioning a broader type of blended learning experience that could digitise some of DFS's learning content into something even more scalable. However, e-learning at DFS is still a relatively new and untested tool. Teo needs to convince her counterparts to look past the development costs and embrace a more digital approach.

Dr. Fred Carroll, a professor at Regency State, a large university in the Southeast, stopped in to talk to his department chairman, Dr. Ken Winston, about a likely change in the summer faculty pay plan. Rumors were circulating that summer teaching compensation would be cut. Winston, in an uncomfortable situation, replied that the College faced a serious budget shortfall, and the administration was looking at ways to reduce costs, in particular, the high costs of summer instruction. Carroll, who formerly had been a department chair, countered that summer compensation was just one of many possible areas for reducing costs and identified several other options. He did not accept the explanation that the budget must be balanced by reducing summer pay, and remarked that it was unfair, even discriminatory, and contrary to University policy. He vowed to investigate the situation and talk with Winston again. Along with Carroll several other faculty members had expressed their concerns about changes in summer pay to Winston. Faculty summer pay at Regency State was based on a percentage formula that was tied to the faculty member's academic year; those with higher salaries earned higher pay for a summer course. To reduce the summer compensation budget by about 25%, the dean, associate dean, and department chairs were looking at various ways of cutting costs. With the tradition of many year-round students and large summer enrollments, many faculty members were accustomed to getting significant summer pay to supplement their academic-year salaries. Winston, along with the other College administrators, were challenged in identifying alternatives and finding a satisfactory solution to the budget problem that would reduce summer compensation costs yet minimize adverse effects on faculty morale.

In recent years, the number of harassment claims filed with the EEOC has declined overall, but this fact masks a frightening reality: though claims involving some types of harassment have declined, claims for other types of harassment-especially nontraditional forms of harassment-have actually increased. Therefore it remains necessary for employers to maintain a current anti-harassment program, which should consist of the following elements: (1) a clear anti-harassment policy; (2) an explicit statement of prohibited behaviors that can be considered harassment; (3) a complaint procedure that encourages employees to come forward with harassment complaints; (4) protections for complainants and witnesses against retaliation; (5) an investigative strategy that protects privacy interests of both the alleged victim and the accused offender and ensures confidentiality to the extent possible; (6) periodic management training and employee awareness programs that continue to communicate the organization's position on this issue; and (7) measures and processes to ensure prompt corrective action to stop ongoing harassment, and appropriate remedial and disciplinary actions for offenders. In this article, we provide best practice recommendations concerning each of these elements.

Innovations in big data and machine learning have begun diffusing into various functions at the workplace. The case touches upon the challenges of instituting a culture change within HR divisions of large organizations that might not have fully embraced technology-led hiring that is backed by solid analytics. Using the backdrop of a large IT firm (HCL Technologies), the case provides an appropriate context to debate if technology offerings such as HIREalchemy from EdGE Networks can galvanize the talent acquisition function. Can leveraging such IT help the HR function break out of its "administrative" image, and emerge as a strategic contributor to the organization's direction-setting exercises? Will such technologies dis-intermediate the recruitment function, and potentially disrupt the L&D function? While engaging the learner on these questions, the case also provides an insight into the ground realities of industry sectors such as IT/ITeS that rely on a well-oiled people supply chain.

The U.S. health care system is inefficient, unreliable, and crushingly expensive. There is no shortage of proposed solutions, but central to the best of them is the idea that health care needs more competition. In other sectors, competition improves quality and efficiency, spurs innovation, and drives down costs. Health care should be no exception. Yet providers and payers continue to try to stymie competition. Many are actively pursuing consolidation, buying up market share and increasing their bargaining power. In this article, the authors argue that health care payers and providers must stop fighting the emergence of a competitive health care marketplace and make competing on value central to their strategy. All stakeholders in the health care industry--regulators, providers, insurers, employers, and patients themselves--have roles to play in creating real competition and positive change. In particular, five catalysts will accelerate progress: Put patients at the center of care, create choice, stop rewarding volume, standardize value-based methods of payment, and make data on outcomes transparent.

Hong Kong Broadband Network (HKBN) charted a success story starting out as the smallest new entrant in Hong Kong's highly competitive telecom industry in 1999 and went on to become the second largest provider of residential broadband within 10 years. State-of-the-art fiber network infrastructure allowed HKBN to offer high-quality high-speed telecom services at competitive prices. However, the company soon realized that its technological edge could be easily replicated. Its competitive advantage was actually vested in its 2,500 employees - all referred to as Talents. HKBN instituted a unique co-ownership scheme whereby employees were invited to invest up to two years of salary in the company. It also made sustained investment in talent development through well-designed learning programs coupled with significant empowerment on the job. The case outlines the importance of leadership and talent management as key drivers of growth for the company. HKBN listed in early 2015 and embarked upon its next phase of growth with the aim of becoming the largest broadband service provider by 2019, overtaking its largest competitor and entrenched incumbent, PCCW. HKBN looked to its Talents to rise to the challenge once again. Learning objective: - To identify ways of linking the talent management strategy to the business strategy - To outline different ways of embedding the talent strategy at the core of an organization - To build a high-performance organizational culture through people practices - To discover management models that not only result in returns for shareholders but also take into account employees as key stakeholders.

From the seclusion of monastic life to the noise of Silicon Valley, the ancient practice of mindfulness has 'come out of the cloister.' As an antidote to mindless cognition and behavior, the practice of mindfulness-with its principle of grounding attention in the present moment-has been shown to have powerful and positive effects at both the individual and the collective level and in fields as wide-ranging as medicine, schooling, prison programs, law and negotiation, business, and even the army. This installment of Marketing & Technology introduces mindfulness to managers and explores its potential for enhancing the service encounter. We begin by reviewing the two main conceptualizations of mindfulness: the cognitive and the contemplative. We then explore the service encounter from the perspective of emotional labor and show how mindfulness can change surface acting into deep acting, thereby significantly improving the service encounter for both the consumer and provider. We also explore the other benefits of mindfulness and their application to the service encounter: adaptability, flexibility and creativity. We conclude by sharing resources for managers interested in implementing mindfulness training.

Performance reviews are awkward and biased. They stick people in boxes and leave them waiting far too long for feedback. It's no wonder that by the end of 2015, at least 30 of the Fortune 500 companies had ditched them altogether. But even when companies get rid of performance evaluations, ratings still exist--employees just can't see them. Ratings are done subjectively, behind the scenes, and without input from the people being evaluated. Employees' contributions to the organization over time need to be assessed in some way. Decisions about pay and promotions have to be made. In the absence of formal evaluations, those decisions are made in a black box. Facebook has chosen to hang on to evaluations despite their costs to help ensure fairness, transparency, and talent development. When the company analyzed its performance management system a few years ago, it conducted focus groups and a follow-up survey with more than 300 people. The feedback was clear: 87% of people wanted to keep performance ratings. They wanted to know where they stood. Evaluations were put into place for good reasons; getting rid of them might be an overreaction to poor execution. Leaders at Facebook think it's more constructive to mitigate the risks by building a culture that recognizes and rewards growth.

Hated by bosses and subordinates alike, traditional performance appraisals have been abandoned by more than a third of U.S. companies. The annual review's biggest limitation, the authors argue, is its emphasis on holding employees accountable for what they did last year, at the expense of improving performance now and in the future. That's why many organizations are moving to more-frequent, development-focused conversations between managers and employees. The authors explain how performance management has evolved over the decades and why current thinking has shifted: (1) Today's tight labor market creates pressure to keep employees happy and groom them for advancement. (2) The rapidly changing business environment requires agility, which argues for regular check-ins with employees. (3) Prioritizing improvement over accountability promotes teamwork. Some companies worry that going numberless may make it harder to align individual and organizational goals, award merit raises, identify poor performers, and counter claims of discrimination-though traditional appraisals haven't solved those problems, either. Other firms are trying hybrid approaches-for example, giving employees performance ratings on multiple dimensions, coupled with regular development feedback.