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  • Eagles Nest Association of Waterdown: To Hire or Not?

    Eagles Nest Association of Waterdown was a not-for-profit organization in Waterdown, Ontario. It had two active programs: the HOPE Centre (Home of Practical Education) and Rescued & Restored (R&R), a thrift shop that provided up to 40 per cent of the organization's revenue. Changes in the retail environment caused by the COVID-19 pandemic and increased turnover of volunteers at the store have forced the volunteer coordinator to evaluate the costs and benefits of the organization's staffing model. Should Eagles Nest hire paid staff as sales associates for the thrift store or recruit volunteers to fill those roles?
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  • Spic & Span: Cultivating Inclusivity to Shape Employee Motivation

    In May 2020, Benjamin Chua, the founder of Spic & Span, a cleaning company with a stated social mission to employ marginalized Singaporeans, was reviewing the company's strategic goals. Since its founding in 2017, the start-up had become an award-winning company, and with the introduction of its new cleaning technology, Speco, in September 2019, new job opportunities had been brought to the table for cleaners and management staff alike. The company's workforce had effectively doubled in size in less than a year. Spic & Span was expanding its services from condominiums and offices to schools, restaurants, hotels, transportations, hospitals, and homes. While the new technology had opened up new job opportunities for marginalized Singaporeans, it had also increased the level of job complexity. As a consequence, the turnover rate of newly employed staff had increased. Why were the cleaners not motivated by the new job opportunities? How could Chua motivate cleaners to stay with the company?
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  • Xuzhou Construction Machinery Group

    XCMG was a leading construction machinery manufacturer in China, competing in a highly competitive international market. This case describes XCMG's chairperson Wang Min's role in the company over several stages of development. In the late 1990's, he eliminated corruption among XCMG's management personnel, pushed for the consolidation of dozens of unprofitable affiliates, and led the group through a period of turmoil into high growth. In the early 2000's, he actively sought a capital injection to power XCMG's next stage of growth. In a period of market downturn after 2011, his determination to stay in the construction machinery business reassured employees at XCMG and boosted their morale. In the following years, he steered the company towards two new strategic goals-internationalization and digitalization. This case provides students with an example of a long-serving leader who has exerted significant personal influence over his organization, and has played different roles in the highs and lows of the company. It is suitable for a discussion of how a leader's vision and values can impact the strategic goals of the company and its corporate values. The open-ended topic of this case is-What should a company do to pass on its corporate culture and spirit to the next generation of leaders, especially when the company is developing rapidly or experiencing dramatic changes in its business environment?
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  • Michael Ku and Global Clinical Supply at Pfizer Inc.: Bringing Hope to Patients (B)

    In 2011, Michael Ku became Pfizer's Vice President of Global Clinical Supply (GCS) after the company had undergone three large-scale mergers and acquisitions. As Ku and his new leadership team set out to build a proactive, end-to-end, digital and physical clinical supply chain, they put in place a "Patients First" culture, developed their digital capabilities, and built out their global footprint. By 2019, GCS had made significant progress toward becoming the agile, innovative organization necessary to support Pfizer's new ambition to focus exclusively on developing innovative medicines and vaccines. Ku and his leadership team felt the time had come to implement a new cross-functional decision-making hub. They also decided to pilot a 24-hour, 5 day a week workforce model with a team of clinical pharmacists in Manila. Just as they were beginning to onboard their first hires, COVID-19 struck. GCS found itself on the front lines, having to supply Pfizer's vaccine candidate and investigational antiviral studies, while also ensuring continuity of clinical supply to hundreds of other trials across the globe. By July 2020, the five-person Manila team-all of which had been on-boarded virtually-had come to play a critical role in GCS's productivity. With Phase 3 of the vaccine candidate trial looming, Ku and his leadership team had decided to double the size of the Manila team by the end of 2020. The question was, who would lead the team?
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  • Programming a "Fairer" System: Assessing Bias in Enterprise AI Products (A)

    This case is part of the Giving Voice to Values (GVV) curriculum. To see other material in the GVV curriculum, please visit http://store.darden.virginia.edu/giving-voice-to-values. In this case, Timothy Brennan is the founder and CEO of technology company Northpointe, Inc. (Northpointe), and the creator of its flagship software program, COMPAS, an artificially intelligent software tool for US court systems that predicts a defendant's likelihood to reoffend and informs bail, parole, and probation sentencing decisions. Brennan originally created COMPAS in order to standardize decision-making within the criminal justice system and to reduce the likelihood of human error or bias impacting court rulings. However, years after COMPAS's public release and widespread adoption within the US court systems, an investigative journalism report claims that COMPAS is more likely to mislabel Black defendants as higher risk and White defendants as lower risk of recidivism. To complicate the matter, any coding adjustments that Northpointe would make to uncover or address the bias-causing programming might reduce the software's performance or reveal sensitive operational information to competitors. In this A case, Brennan's challenge is to organize a response to investigate bias within the COMPAS software, while still protecting the complexity and intellectual property of the product. In the B case, students read a synopsis of Brennan's actual response and review its implications for Northpointe and the US criminal justice system. They are encouraged to consider how Brennan could have responded more creatively and constructively.
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  • Programming a "Fairer" System: Assessing Bias in Enterprise AI Products (B)

    This case is part of the Giving Voice to Values (GVV) curriculum. To see other material in the GVV curriculum, please visit http://store.darden.virginia.edu/giving-voice-to-values. In this case, Timothy Brennan is the founder and CEO of technology company Northpointe, Inc. (Northpointe), and the creator of its flagship software program, COMPAS, an artificially intelligent software tool for US court systems that predicts a defendant's likelihood to reoffend and informs bail, parole, and probation sentencing decisions. Brennan originally created COMPAS in order to standardize decision-making within the criminal justice system and to reduce the likelihood of human error or bias impacting court rulings. However, years after COMPAS's public release and widespread adoption within the US court systems, an investigative journalism report claims that COMPAS is more likely to mislabel Black defendants as higher risk and White defendants as lower risk of recidivism. To complicate the matter, any coding adjustments that Northpointe would make to uncover or address the bias-causing programming might reduce the software's performance or reveal sensitive operational information to competitors. In the A case, Brennan's challenge is to organize a response to investigate bias within the COMPAS software, while still protecting the complexity and intellectual property of the product. In this B case, students read a synopsis of Brennan's actual response and review its implications for Northpointe and the US criminal justice system. They are encouraged to consider how Brennan could have responded more creatively and constructively.
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  • To Blast or not to Blast: Leaning on Values

    After only two years on the job, a successful young female engineer encountered a critical and independent decision-making scenario in a profession traditionally dominated by males. She identified a safety risk in a construction project as she was driving to work and decided to ask the crew to stop their work for a safety assessment. The issue raised several key factors that she had to address in her attempt to manage risk. Her decision to shut down a field project in a residential neighbourhood was based on various considerations, given her assessment of an imminent threat to public safety. Was she right to stop the construction project? Could she have done things differently?
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  • EMSD: Promotor and Facilitator of Innovation and Technology in the Public Sector

    In December 2017, the Electrical and Mechanical Services department (EMSD) held its first Innovative Technology Day in collaboration with Hong Kong Science and Technology Parks Corporation at EMSD's Hong Kong headquarters. The event, which brought together government departments and related organizations as well as developers of innovative technologies, was a first step in responding to the new policy direction outlined by the chief executive of the Hong Kong Special Administrative Region in her first policy address and to the challenge issued to EMSD staff by the director of Electrical and Mechanical Services. Supervising engineers at EMSD were directed to develop a strategic roadmap and implementation plan to move EMSD forward to implement the organization's new mandate: to be a promoter and facilitator of innovation and technology (I&T).
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  • Ready or Not: Managers' and Employees' Different Perceptions of Digital Readiness

    Shared beliefs on digital readiness among management and employees are a precursor to successfully guide and implement organizational change. There is, however, little examination of how digital knowledge and skills are distributed among managers and employees, or whether their perceptions of digital readiness systematically differ. The findings of a survey of the banking industry reveal that, while there are similar perceptions of attitude and empowerment toward change, perceptions of individual readiness, competences, and innovation barriers differ significantly. This research advances the framework of change readiness toward digital readiness with theoretical as well as practical implications for digital transformation management.
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  • Responsive Working at PepsiCo UK (A): Streamlining a Turnaround

    Facing a significant decline in revenues in 2016, David Gwilliam, Head of Transformation at PepsiCo UK introduced a new way of working ("Responsive Working"), which encompasses a set of work practices and some new team structures. The work practices comprise a set of 9 codified practices that employees can be trained in to use as part of their daily work. The team structures-called SLAM teams-are put together following strict procedures to tackle key strategic or operational challenges. They are typically cross-boundary, time limited teams. Through these interventions, PepsiCo UK managed to turn the business around (back to growth) by late 2017. At the time of the case in December 2019, PepsiCo UK seems poised for continued success, while Gwilliam contemplates whether or not to authorize employee requests to initiate modified SLAM team for less urgent and strategic issues.
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  • Responsive Working at PepsiCo UK (B)

    Facing a significant decline (downward trend) in revenues in 2016, David Gwilliam, Head of Transformation at PepsiCo UK introduced a new way of working ("Responsive Working"), which encompasses a set of work practices and some new team structures. The work practices comprise a set of 9 codified practices that employees can be trained in to use as part of their daily work. The team structures - called SLAM teams - are put together following strict procedures to tackle key strategic or operational challenges. They are typically cross-boundary, time limited teams. Through these interventions, PepsiCo UK managed to turn the business around (back to growth) by late 2017. At the time of the case in December 2019, PepsiCo UK seems poised for continued success, while Gwilliam contemplates whether or not to authorize employee requests to initiate modified SLAM team for less urgent and strategic issues.
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  • France Telecom (A): A Challenging Restructuring

    These cases explore the impacts of industry shocks, resulting corporate actions that had a devastating impact on employees, and the legal conviction of corporate leaders for "institutional harassment. This case series follows the evolution of France Telecom from a national telephone monopoly to a private company facing two severe challenges: (1) The company's competitive advantage as a land-line carrier is being challenged by mobile carriers and the entry of new competition from other countries; and (2) the workforce is much larger than required by the company's new strategy, yet many employees are civil servants, making it very difficult to reduce headcount, despite many attempts to do so. As increasing pressure is mounted internally, the culture shifts from one where employees are proud to work to one described as "tense, even violent" and the physical and mental wellbeing of some employees becomes increasingly "fragile." The further impact of these developments is outlined in the (B) and (C) cases. The (A) case describes the development of the situation, the competitive challenges that prompted it, key decisions made by corporate leaders, and the impact of the same on various stakeholders. The discussion begins by asking students to apportion responsibility -how much is due to labor laws, to industry change; to past management; to current management; to the employees themselves? Have corporate leaders pushed employees too far, creating unacceptable levels of stress and unhappiness? What levers do leaders have to keep a business relevant and to do so in a way that is fair to all stakeholders? At its most fundamental, the case series helps students confront some fundamental tensions between the pressures and benefits of capitalism, the responsibilities of management, and the day-to-day and long-term impacts on employee well-being.
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  • France Telecom (B): A Wave of Staff Suicides

    In the B case we learn that at least 19 France Telecom employees took their own lives between 2006 and 2009, 12 others attempted suicide, and eight suffered from serious depression for reasons reportedly related to work. Some of these deaths occurred in public places, others on company grounds. Labor inspector Sylvie Catala conducted an investigation and found that the "lack of consideration of psychosocial risks in the restructuring is the result of a policy implemented throughout the country... and that the company's top executives put pressure on middle management, who passed on this pressure to workers." She concluded that the company's actions likely "endangered human life" and constituted "moral harassment."
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  • France Telecom (C): An Unprecedented Trial

    In the C case we learn that former CEO Didier Lombard, Deputy Chief Executive Louis-Pierre Wenes, Human Resources Head Olivier Barberot and France Telecom itself were charged for institutional harassment by French authorities, a first for a CAC 40 company. In December 2019 they were found guilty in a landmark ruling. Each was given a one-year jail sentence, with eight months suspended, and fined €15,000. France Telcom, which had since been rebranded as Orange, was fined €75,000 -the maximum allowed by French legal provisions at the time of the offenses.
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  • The Essex Shipwreck: Leadership in the Middle of Nowhere

    On August 12, 1819, a crew set sail for the Pacific Ocean on a three-year voyage on the Essex whaling ship. On November 20, 1820, a giant sperm whale emerged from the ocean and critically damaged the Essex's starboard hull. The crew consisted of the captain, two officers, three boat steerers, and 13 sailors, most of whom lacked experience. While the captain and officers of the Essex huddled to plan their next move, the crew trusted the first officer to make the crucial decisions about using the ship's three remaining whaleboats for the long voyage home. Surviving the wreckage would not be an easy task; therefore, making the right decisions would be essential for survival. As the ship continued to take in water, the captain and officers had to decide who should go in each whaleboat, what direction they should take, and what provisions they should carry.
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  • The Essex Shipwreck: Leadership in the Middle of Nowhere, Student Spreadsheet

    Student spreadsheet to case W20934
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  • Michael McCain: Tweeting on the Maple Leaf Foods Account

    On January 12, 2020, Michael McCain, the president and chief executive officer (CEO) of Maple Leaf Foods Inc., posted four tweets on the company's social media platform, venting his anger at the US administration over a civilian airplane shot down in Iran. Specifically, he expressed his anger at the loss of life-including that of the wife and 11-year-old son of an employee of Maple Leaf Foods-which, according to McCain, stemmed from "a needless, irresponsible series of events in Iran." McCain cast blame on US president Donald Trump for escalating tensions with an "ill-conceived plan to divert focus from political woes." Should McCain, as CEO, have expressed his personal views on Maple Leaf Foods' Twitter feed? Would his tweets damage the company's brand and destroy shareholder value?
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  • Integrating Beam Suntory (A)

    The spring 2014 acquisition of U.S. alcoholic spirits maker Beam Inc. by Japan's Suntory Holdings vaulted Suntory from 15th to third-largest international spirits company in the world. Yet Suntory had borrowed nearly the entire $16 billion purchase price, and relied on Beam to fund repayment of that debt. In October 2014, Takeshi Niinami became Suntory's president and CEO, the first outsider to run the family business since its 1899 founding. Niinami immediately faced governance issues-not least relating to his relationship with Beam CEO Matt Shattock-and sought to enhance Beam's production quality and consumer focus without alienating either Beam management and staff or the family that had placed their trust in him to run Suntory.
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  • Integrating Beam Suntory (B)

    Supplements (A) case: The spring 2014 acquisition of U.S. alcoholic spirits maker Beam Inc. by Japan's Suntory Holdings vaulted Suntory from 15th to third-largest international spirits company in the world. Yet Suntory had borrowed nearly the entire $16 billion purchase price, and relied on Beam to fund repayment of that debt. In October 2014, Takeshi Niinami became Suntory's president and CEO, the first outsider to run the family business since its 1899 founding. Niinami immediately faced governance issues-not least relating to his relationship with Beam CEO Matt Shattock-and sought to enhance Beam's production quality and consumer focus without alienating either Beam management and staff or the family that had placed their trust in him to run Suntory.
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  • The Roca Brothers: Innovation in Gastronomy

    Chef Joan Roca, sommelier Josep Roca and pastry chef Jordi Roca were three brothers based in Girona, Spain whose complementary skills, collective ability, and relentless drive for innovation had brought worldwide fame and awards to their restaurant, El Celler de Can Roca. In 2020, their innovation skills were tested as they strategized ways to manage their restaurant and a growing list of other projects in the midst of the COVID-19 global pandemic.
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