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  • Transforming Care at UnityPoint Health - Fort Dodge

    This case details the transformation of a health care delivery system, UnityPoint Health - Fort Dodge, into a Pioneer Accountable Care Organization (ACO) after the passage of health reform in the United States. The case explores in detail how the hospital CEO and staff designed and implemented new models of care delivery and built relationships across health care delivery settings in an effort to better coordinate patient care and lower health care costs. Using patient stories, care delivery prior to the formation of the ACO is compared to care delivery after the formation of the ACO. Three novel programs that were cornerstones to transformation efforts are highlighted: 1) reducing readmissions; 2) creating advanced medical teams; and 3) creating a palliative care program.
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  • Caroline Regis at Excel Systems

    The case describes the effects of a proposed change in Excel's manufacturing strategy as seen through the eyes of the company's VP of Manufacturing, Caroline Regis. Following a merger with Gemini, Excel's new CEO advocates a new manufacturing strategy: outsourcing. Regis is threatened by the diminution in the role of in-house manufacturing and by the VP for Supply Chain Management at Gemini. The case traces Regis's reactions to the proposal. She seems ready to accede to the organizational politics and support the new strategy, only to change her mind and anger her superiors, who thought she would support the plan. She tries to seize control of the situation and threatens to resign if she is not allowed to determine the appropriate strategy. The case facilitates analysis and discussion of career and personal development issues regularly faced by high-potential employees by showing that particular career and behavior strategies that are successful at one point can become dysfunctional as professionals advance through an organization.
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  • JPMorgan Chase: Tapping an Overlooked Talent Pool

    By the spring of 2014, the pilot had come to an end for JPMorgan Chase's ReEntry Program, a program designed for women coming back to the workforce after a period of time away. Mary Callahan Erdoes, CEO of Asset Management, and her team had to evaluate whether or not the program had been successful. Participants and managers both had provided some anecdotal positive feedback on the program, but Erdoes wanted to know how they could truly calculate the ROI. Wall Street was a data-driven place to work, and if they wanted to create something that would survive beyond the tenure of the firm's existing leadership, they had to prove that the time, money and energy invested by the firm was worth it. Calculating ROI would also help them to prepare for subsequent runs of the program and determine in what ways, if any, they should differ from the pilot. What factors should Erdoes and her team consider when calculating ROI? How can they position the program to ensure its survival?
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  • Aarti Grover and CMS Computers

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  • Conflict Management in Teams

    Successful teams have three things in common: (1) they meet their performance goals, (2) their members feel satisfied that they are learning/benefiting from being a part of the team, and (3) the process the team uses to collaborate sets it up for future success. Recent research, however, suggests that only about 25% of teams meet these criteria. The rest of the teams typically experience less-than-ideal processes and a decline in performance and/or satisfaction. This technical note explores what goes wrong with teams, the ways in which conflict can both help and hurt a team, and how a team can harness the benefits and limit the liabilities of conflict.
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  • Momentum and Metropolitan's Merger: Authentic Transformational Leadership

    The merger of Momentum and Metropolitan into MMI Holdings Limited, one of South Africa's largest insurers, played out against the setting of South Africa's volatile currency and post-apartheid environment, with sensitive employees and a Competition Tribunal that prohibited the retrenchment of around 2,000 employees. The two companies with very different cultures were merged, with only one of the CEOs attaining the Group CEO position. The leaders' clear vision and focus on change management enabled a successful merger process. How can the Group CEO derive synergies and grow capital from the integration's next phase to prevent MMI from becoming another merger that fails to provide returns for shareholders?
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  • Reaching the Rich World's Poorest Consumers

    Almost 120 million people in the European Union are classified as at risk of poverty or social exclusion. Although many companies offer low-cost products and services, they have largely ignored the needs of these consumers. In this article the founder of Grameen Bank and his coauthors describe how five leading companies, working through the not-for-profit Action Tank, have developed "social business" models to serve the bottom of the pyramid in France. Those companies include Danone, which works with the French Red Cross to provide low-income parents with affordable and nutritious food for children aged six months to 24 months; Essilor, which provides easily affordable reading glasses to poor pensioners; and Renault, whose project Mobiliz aims to resolve transportation issues for poor people. In rural areas without public transportation, that involves a network of "solidarity garages" that repair damaged or broken cars at a nominal cost. A social business has three characteristics: It seeks to alleviate social problems; it must be run sustainably; and any profits must be reinvested in the company rather than funneled back to shareholders. Unlike a low-cost business, a social business determines up front who will be eligible for its offer and strives to maintain high quality in its product or service. The spillover effects of creating one may in the long run be as commercially valuable as the profits of a low-cost business. Those effects include uncovering opportunities for innovation in new markets, motivating employees, and enhancing the company's reputation.
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  • Why Strategy Execution Unravels--and What to Do About It

    Two-thirds to three-quarters of large organizations struggle with execution. And it's no wonder: Research reveals that several common beliefs about implementing strategy are just plain wrong. This article debunks five of the most pernicious myths. (1) Execution equals alignment. Processes to align activities with strategy up and down the hierarchy are generally sound. The real problem is coordination: People in other units can't be counted on. (2) Execution means sticking to the plan. Changing market conditions demand agility. (3) Communication equals understanding. E-mails and meetings about strategy are relentless--but executives change and dilute their messages. Only half of middle managers can name any of their company's top five priorities. (4) A performance culture drives execution. Companies need to reward other things too, including agility, teamwork, and ambition. (5) Execution should be driven from the top. It lives and dies with managers in the middle--but they are hamstrung by the poor communication from above. Redefining execution as the ability to seize opportunities aligned with strategy while coordinating with other parts of the organization can help managers pinpoint why execution is stalling and focus on the factors that matter most for translating strategy into results.
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  • Leadership Summits That Work

    When executed well, annual gatherings of an organization's high-level leaders are worth the effort and expense. But for many companies, the leadership summit is a numbing series of presentations and sessions in which information flows only from the top--and not all that coherently. By applying the appropriate techniques before, during, and after the summit, C-level leaders can seize this rare opportunity to harness the collective knowledge of their frontline executives. Before the summit, it's crucial to clarify roles and responsibilities (a director, who oversees planning and owns the agenda; a design team; a content editor; and so on), define a clear set of objectives for the summit, design the event around those objectives, and prepare attendees for productive conversations by giving them reading material in advance. During the event, a variety of low- and high-tech approaches, from color-coded 3 x 5 index cards to instant polls, can capture the thinking of attendees and communicate it upward. And various exercises can help attendees connect in ways that lead to genuine collaboration after the event. After the summit, organizers should track commitments made during the event and equip attendees with talking points and pithy presentations that help them discuss with their employees what happened at the summit and how to turn the results into action.
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  • Corporate Governance 2.0

    Achieving best practices in corporate governance has been hindered, the author writes, by a patchwork system of regulation, a mix of public and private policy makers, and no accepted metric for determining what constitutes success. He proposes Corporate Governance 2.0: not quite a clean-sheet redesign, but a back-to-basics reconceptualization built on three core principles. They are: (1) Boards should have the right to manage the company for the long term. This would mean an end to earnings guidance, a variation on the staggered board, and exclusive forum provisions. (2) Boards should install mechanisms to ensure the best possible people in the boardroom. This would require meaningful director evaluations and a consideration of shareholder proxy access. (3) Boards should give shareholders an orderly voice. Instead of defending the corporate bastion at all costs, directors should guarantee a reasonable process whereby shareholders get to decide.
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  • Delhaize Group: Developing Leaders

    Delhaize Group, the Belgian-based global food retailer, was focused on competing in the food retailing industry by developing leading positions in key markets via localized retailing strategies. Delhaize was committed to offering its customers superior value while maintaining high social, environmental, and ethical standards. For Frans Muller, Delhaize's president and CEO, the key to executing on this strategy was ensuring that the Group was developing leaders with the requisite skills and competencies. In light of this, Muller felt it was important to assess the Group's leadership development practices. Were the current training and development programs effective? What were the leadership skills that would be needed to execute on Delhaize's strategic plan, both today and in the future?
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  • The Board of Directors at Market Basket

    The firing of Market Basket CEO Arthur T. Demoulas by his cousin, Arthur S. Demoulas, and directors affiliated with Arthur set off employee protests throughout the grocery store chain. Industry specialists estimated that Market Basket was losing close to $10 million each day in lost business and inventory, due to the protests. A long history of legal battles had destroyed the relationship between the families of the 2 cousins. This case describes the complexities of corporate governance for a family-owned organization.
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  • Singapore Mass Rapid Transit: Going Off Track

    In January 2012, Singapore Mass Rapid Transit (SMRT) Corporation's chief executive officer resigned after two major breakdowns on the North-South Line in December 2011. SMRT was a public transport operator in Singapore, with a transportation network that comprised buses, trains and taxis. The two breakdowns were arguably the largest public transportation incidents in Singapore's history, prompting public outrage and heavy criticism of the CEO's qualifications and personal style. However, it was uncertain whether she, as CEO, bore primary responsibility for the train breakdowns. To what extent did her gender and unconventional style affect the public's perception of her effectiveness as a leader? How much did the media influence the public's perception? Could the train breakdowns have been averted if a CEO with an engineering background or industry-specific experience had been in charge?
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  • Matthew's Choices: Critical Career Decisions (A)

    This case study set in 2013 discusses the critical career decisions that Matthew Tan, a young university graduate from National University of Singapore, has to make. The case is in three parts. In Part A, Matthew inspired by his childhood experiences is toying with the idea of leaving his job at Ernst & Young (E &Y) and opening a hotel that would help under-privileged youths. It is a risky decision as he has no experience in the hotel business and no capital to start it with.
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  • Matthew's Choices: Critical Career Decisions (B)

    In Part B, Matthew quits E&Y and to gain experience first works at a Vietnamese hotel as a bell boy for three months and then at a hotel in Singapore as a management trainee for another three months. This gives him confidence about the hotel business but the financial pressure of not having a stable job is getting tougher by the day. He faces the dilemma of whether or not to return to the corporate world.
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  • Matthew's Choices: Critical Career Decisions (C)

    In Part C, Matthew identifies a plot of land to develop the hotel and raises a significant part of the capital required from his friends and acquaintances. He and his wife also start a side business to bring in some financial respite, while Matthew continues to raise capital for his dream project - building a hotel in Vietnam.
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  • Ferio Pugliese: Leading WestJet's New Carrier Encore

    In early 2014, Ferio Pugliese looked back on his turbulent first year as president of WestJet Airlines Ltd.'s new regional air service Encore. Encore represented the company's most significant organizational change in its 18 years of dramatic growth. Expanding the airline's fleet to include smaller, short-haul aircraft that could service smaller destinations throughout Western Canada had not been without growing pains. For example, a number of employees reportedly felt they were losing their sense of belonging in the company that prided itself on employee satisfaction. Pugliese wondered how he should proceed in putting Encore on a successful path.
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  • Leadership at Echoing Green (B)

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  • BlackRock: Diversity as a Driver for Success

    In July 2014, the Global Executive Committee (GEC) for BlackRock, the world's largest asset manager, held a two-day off-site meeting to discuss the state of talent within the firm. A year prior, in 2013, Chairman and CEO Laurence (Larry) Fink had asked Global Head of HR Jeff Smith to outline to the GEC the firm's Diversity and Inclusion efforts, benchmarking its progress against eight practices associated with building more inclusive cultures. At the July 2014 off-site meeting, Smith and Kara Helander, Global Head of Philanthropy and Diversity and Inclusion (D&I), provided a summary of the firm's journey to-date and an update on its progress. The message from Fink at the July meeting was clear: The firm needed to do more. This message was also reinforced by the Board which wanted to see an increase in diversity in succession plans and leadership ranks. Smith and his team needed to work with the GEC to lead the change. They needed to decide: What needed to be done next? What were the key areas that needed the most improvement? What were the greatest challenges and opportunities facing the firm, and how could D&I initiatives help address them? What actions needed to be taken to meet the request from Fink and the Board?
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  • Faith and Work: Hobby Lobby and AutoZone

    Religion in the workplace is of growing interest as more individuals desire to express their spirituality and incorporate their whole selves there. Expression can take a variety of forms as employees and employers attempt to integrate their personal beliefs into their daily work.<br><br>This case considers two organizational sides of integrating faith into the workplace: the employee and employer perspectives. The first part of the case takes the perspective of the owner of Hobby Lobby, a privately held arts and crafts company whose founder has always endeavoured to incorporate his Christian beliefs within business practices. The company must react to changes imposed by the Affordable Care Act of 2010 that it perceives as contrary to its values. The second part of the case considers religious discrimination experienced by an employee of AutoZone, a distributor and retailer of automobile parts. What is the place of religion in the workplace? How important is it for organizations to adapt to various forms of religious expression?
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