The CASE Journal Volume 6, Issue 2 Spring 2010 The CASE Journal ~ Volume 6, Issue 2 (Spring 2010) Table of Contents In order to access full cases you must be a current member of the CASE Association. Editorial Policy Letter from the Editor List of Review Board Members and Ad Hoc Reviewers Case Abstracts Cases ‐ In order to access full cases you must be a current member of the CASE Association. “Rebranding the Leper Colony: Challenges of Changing Culture and Managing Difficult People,” Allison Kipple, Joe S. Anderson, Jack Dustman, and Susan K. Williams, Northern Arizona University “Judy’s Defense: One Workplace Bully Is One Too Many,” Andra Gumbus, Christopher C. York, and Carolyn A. Shea, Sacred Heart University “Philosopher’s Wool Co.: SME Sustainable Supply Chain Management in the Global Economy,” Miriam F. Weismann, Suffolk University “Privatization in the Last Frontier,” LeAnn Beaty, Eastern Kentucky University Critical Incident “Competing for New York’s Best Lobster Roll: Failed Trade Protection” David E. Desplaces, College of Charleston Roxane M. Delaurell, College of Charleston Laquita C. Blockson, College of Charleston Membership Form EDITORIAL POLICY The audience for this journal includes both academics and practitioners and thus encourages submissions from a broad range of individuals. The CASE Journal invites submissions of cases designed for classroom use. Cases from all business disciplines will be considered. Cases must be factual, and releases must be available where necessary. All cases must be accompanied by an instructors’ manual that identifies the intended course, relevant theoretical concepts or models that can be applied, and the research methodology for the case. The instructors’ manual should also contain discussion questions with suggested responses and a teaching plan if not inherent in the Q&A. The CASE Journal also invites submissions of articles relating to case teaching, case writing, case reviewing, and similar topics. Conceptual papers and papers reporting original research as well as the applied implications of others' research in terms of case teaching, research, and instruction are welcome, as are creative learning, research and writing methods that have been tested in the classroom or in practice, including critical incidents and industry or technical notes. Because of the broad appeal of the journal to practitioners and academics, The CASE Journal will not refuse to review a case or an article solely on the basis of format. However, if a case or paper is accepted, the final version for publication will be expected to adhere to the publication and manuscript guidelines. Cases and papers may be returned due to issues relating to writing style and grammar; please use a grammar- and spell- checking tool prior to submission. The CASE Journal encourages authors to submit often to the Journal. However, authors who are identified as the primary author published in one publication year will not be published a second time in that same publication year. Rather, additionally accepted papers will appear in subsequent publication years. This policy does not apply to authors who submit papers for review with different second authors from those on the first accepted paper in any given publication year. CASES: Those wishing to submit a case for potential publication should submit the entire case along with the completed instructors’ manual for review. If accepted for publication, only the case will be published along with a note for interested readers to contact the case author for the teaching notes. Cases will be reviewed and published using the same general rules that apply other scholarly articles. The author must submit a signed letter of liability release prior to the publication of a case. Authors are responsible for distributing the instructors’ manual as requested. INITIAL SUBMISSION: All cases and articles will be subject to a double blind developmental review process. Our reviewers will offer suggestions for improvement and revision, where appropriate. All manuscripts submitted are to be original, unpublished and not under consideration by any other publishing source. To ensure the blind review, there should be no author-identifying information in the text or references. An abstract of 150 words or less should accompany any article, and should be included in the instructors’ manual accompanying any case. This journal will only accept on-line submissions. Send one (1) copy to the editor by e-mail in an MS-Word document (.doc not .docx). A separate title page must accompany the paper and include the title of the paper and all pertinent author information (i.e. name, affiliation, address, telephone number, FAX number, and e-mail address). If any portion of the manuscript has been presented in other forms (conferences, workshops, speeches, etc.), it should be so noted on the title page. COPYRIGHT: Authors submitting articles and cases for potential publication in The CASE Journal warrant that the work is not an infringement on any existing copyright and will indemnify the publisher against any breach of such warranty. Upon acceptance for publication, authors must convey copyright ownership to The CASE Journal by signing a publication agreement, signed and dated by all authors, which also certifies that the article/case is original, not published elsewhere, and that they have permission to use all proprietary and/or copyrighted material. Cases published in The CASE Journal and their instructors’ manuals are distributed through the Primis Online and ecch distribution networks. Please see the FAQ on www.caseweb.org for formatting guidelines for accepted cases. CIRCULATION DATA: Reader: Frequency of Issue: Copies per Issue: Subscription Price: Publishing Fee: Sponsorship: Academic and Practitioner 2 times per year (Fall and Spring, based upon available accepted manuscripts) n/a Internet publication Free with membership in The CASE Association None. However, at least one of the publishing authors must be a member of the CASE Association at the time of publication ($25 membership fee) Professional Association ©2010 The CASE Association. All right reserved. Further reproduction by any means, electronic or mechanical, including photocopying or by any information storage or retrieval system must be arranged with the copyright holder. If you wish to use any of these cases in your classes, you can arrange for their purchase through our distributors: PRIMIS (www.primisonline.com) or ecch (www.ecch.com). Copyright law prohibits you from reproducing any cases without permission EXCEPT cases you have written. From the Editor April 2010 Crystal Ball Questions and Assumptions of Knowledge Series: Our Gal Sunday Show: Episode 3439 Date: Jun 05 1950 ANNOUNCER: (COLD) Once again we present "Our Gal Sunday"...the story of an orphan girl named Sunday...from the little mining town of Silver Creek, Colorado. Who in young womanhood married England's richest, most handsome lord...Lord Henry Brinthrope. The story that asks the question...Can this girl from a little mining town in the West find happiness as the wife of a wealthy and titled Englishman? Try listening for a few minutes at: http://xroads.virginia.edu/~1930s2/radio/day/1145am.html Some of you may remember hearing “Our Gal Sunday” on the radio or hearing older relatives reminisce about it and other entertaining remnants of the good ol’ days, such as burning leaves in the backyard and playing stickball in the street. By the way, these are the same relatives who walked to school in the snow barefoot, uphill both ways. Those days are over, thankfully, but Our Gal Sunday survives with a new name: Our Casewriter in a Hurry…the story of a casewriter from a little school in the East (or West) who has a story to tell…overcome with enthusiasm for the case form, our Casewriter begins to write and write and write until…the daunting Instructor’s Manual looms ahead. This story asks the question…Can this casewriter from the little school in the East (or West) find a way to tease out learning from a case and share the methodology through the IM? Or will the Casewriter founder and fall into the abyss of Crystal Ball Questions and Assumptions of Knowledge? This year, I have read more cases than I could have imagined I would ever do, and these two problems cropped up more than any other (except the difficulty that people have exhibited in writing in the past tense). These problems appear because of our intense desire to exploit “the teachable moment” and use what we DO know to infer that which we can only guess at. Crystal Ball Questions Crystal Ball Questions is my name for all those questions that have no answers. At least, not answers grounded in facts from a case. Some examples: o What will the CEO do? o How much profit will result from the introduction of a new product? o How popular will the new ISP be? o Why did the manager behave as she did? These are interesting questions. Unfortunately, we would have to be mind readers to answer some of them and seers to answer the others. There are no facts, either in a case itself or available on the Internet, that will tell us the future. There is no way we can be inside the head of any of the characters in our cases to explain their motivations or actions. I know this and you know this. So why do we succumb to the temptation to ask questions like these? The “why” of this rhetorical question is far less important than developing a method for avoiding our tendency to slip into fortune telling. Here is what I suggest. Sometimes, I even remember to do this myself. Make a list of the questions you want to ask about your case. Do not answer them yet. Take the list to school and ask one of your colleagues what information is needed to answer the questions. (If you can get your students to do this, so much the better). Then, take that list of elements back to your case and make sure that they appear in the case somewhere. If they do not, and you cannot fit them in comfortably, change the question. You can rewrite these same questions as I have done below to make them answerable by the mortals who use our cases: o If you were the CEO, what would you do? Why? o What is the potential profit that could result from the introduction of the new product? How would you calculate this forecast? o How can you measure the potential popularity of the new ISP? What data would you look for? Where can you find it? o What are some potential reasons that the manager behaved as she did? Support your answers with theory. Suddenly, the student answers become richer, the learning becomes clearer and easier to identify, and the transferability of the response is improved greatly. Assumptions of Knowledge We tend to believe that everyone else knows what we know. After all, it’s obvious to us! It’s easy to forget how many facts we have accumulated in the dusty file cabinets of our minds, how many impressions we have stored in mental zip-loc bags, and how much inadvertent analysis we have done in the process of writing cases. Some of our analysis may slip into the case, only to succumb to editorial “blue penciling” later. More often, we simply overlook certain facts that have become obvious to us, and we exclude them from the case narrative. These facts are not obvious to the reader, however, and our omitting them results in a case that requires the reader to make many inferences, justifiable or not. It becomes difficult to analyze a case properly if important facts are missing or if observed behaviors are not reflected in the case descriptions. For example, why do you know that the CEO behaves in a certain way but claims to support a corporate mission/philosophy that lends itself to a different type of behavior? You only know this because the casewriter took the time to record the action thoroughly. This bit of knowledge has an impact on the way you read the rest of the case and, subsequently, perform the analysis. I am particularly prone to making leaps of faith and assuming that everyone else is following me. Unfortunately, when I turn to glance behind me, all I see are people scratching their heads and looking quizzically at the results of my mental gymnastics. The easiest way to avoid leaving salient facts out of your cases, is to have a colleague read the case and answer your discussion questions. If your colleague cannot answer the questions because of missing facts, that’s a clear sign that you have some work to do. Does it sound to you like you are leaning very heavily on your colleagues? That you are depending on them to keep the quality of your case work high? Of course you are, and that’s as it should be. Casewriting is not a solitary and lonely process; it is a social one, and one well accomplished in the company of others. And, in the process, we keep one another “honest!” The cases in this issue of The CASE Journal are a diverse group; you will certainly find something to use in your own teaching here. I’m very pleased to announce the publication of our first Critical Incident, Competing for New York’s Best Lobster Roll: Failed Trade Protection (David E. Desplaces, Roxane M. DeLaurell, Laquita C. Blockson). If you are teaching small business management/entrepreneurship, you may find this short case very helpful in illustrating the concept of intellectual property and its protection. The next two cases focus on dysfunctional behavior in organizations. The team of Allison Kipple, Joe S. Anderson, Jack Dustman, and Susan K. Williams leads us through the difficult process of organizational culture change in a highly regulated work environment in Re-Branding the Leper Colony: Challenges of Changing Culture and Managing Difficult People. They are followed by another team: Andra Gumbus, Christopher C. York, and Carolyn A. Shea offer Judy’s Defense: One Workplace Bully Is One Too Many, which deals with the much-publicized current issue of bullying in organizations. Both these cases have a sub-text of gender bias along with their primary content trajectories. Are your students denying the existence of gender bias because of their current enlightened status as college students? These two cases will help them to think again about workplace behaviors. The two cases that follow take a macro economic perspective. Beginning with Privatization in the Last Frontier, LeAnn Beaty examines the process of contracting out correctional facilities in Alaska and challenges students to analyze competing objectives and values. Miriam F. Weismann looks at socially responsible business and supply chain in her case, Philosopher’s Wool Co.: SME Sustainable Supply Chain Management in the Global Economy. Is social entrepreneurship in conflict with business success? Difficult issues in challenging economic times can make socially responsible decision-making even more challenging. Gina Vega Editor The CASE Journal Review Board Review Board James Carroll, Georgian Court University Charles M. Carson, Samford University Tom Leach, University of New England Rebecca Morris, University of Nebraska at Omaha William Naumes, University of New Hampshire Stefanie Tate, University of Massachusetts-Lowell The CASE Journal Ad Hoc Reviewers, 2009-2010 Margaret Ake, Endicott College LeAnn Beaty, Eastern Kentucky University Robert Blanchard, Salem State College Lou Chin, Bentley University Debra Comer, Hofstra University Edward Desmarais, Salem State College David Desplaces, College of Charleston Collette Dumas, Suffolk University Timothy Edlund, Morgan State University David Goodof, Salem State College Elizabeth Haran, Salem State College Monika Hudson, U. of San Francisco Marcus Hurt, EDHEC (France) Stephanie Hurt, Meredith College Kristine Kelly, Endicott College Lorri Krebs, Salem State College Sanjay Kudrimoti, Salem State College Miranda Lam, Salem State College Laurie Levesque, Suffolk University Kathi Lovelace, University of Idaho Daphne Main, Loyola University Saverio Manago, Salem State College Michael Merenda, U. of New Hampshire Jean Meyer, Loyola University Margaret Naumes, U. of New Hampshire Dan Reid, University of New Hampshire Marie Rock, Bentley University Dianna Ross, Concord University Christine Shea, U. of New Hampshire Herbert Sherman, Long Island University Judy Spain, Eastern Kentucky University Ram Subramanian, Montclair State U. Marilyn Taylor, U. of Missouri – Kansas City Miriam Weismann, Suffolk University Michael Welsh, U. of South Carolina Susan Williams, Northern Arizona U. Elizabeth Wilson, Suffolk University Phillip Wilson, Midwestern State University I’d like to take this occasion to thank the Review Board and the Ad Hoc Reviewers for their valuable service to The CASE Journal and to their case writing peers. They are the “keepers of quality” for the journal; without their input, we could not publish. Their service often goes unrecognized because it is behind the scenes. I am happy to remind everyone of the extensive work that our colleagues volunteer to our continuing development and to student learning. CASE AND ARTICLE ABSTRACTS Volume 6, Issue 2 (Fall 2010) In order to access full cases you must be a current member of the CASE Association. Rebranding the Leper Colony: Challenges of Changing Culture and Managing Difficult People Allison Kipple, Joe S. Anderson, Jack Dustman, and Susan K. Williams Northern Arizona University Anika, a new manager, is confronted by a dysfunctional organizational culture characterized by employee disrespect, insubordination, and low performance. Her charge is to “to turn the place around”. The case takes place in a service organization, a testing range run by the US Department of Defense. The staff is a combination of federal and contract employees who test clients’ high-tech systems in a sometimes dangerous, desert environment. In addition, there are three vignettes that give a portrait of dysfunctional individual behaviors. Frequently, the response students want to make is “I’d just fire the guy.” Unfortunately, it is not so simple. Key words: leadership, organizational change, dealing with difficult employees Judy’s Defense: One Workplace Bully Is One Too Many Andra Gumbus, Christopher York, and Carolyn A. Shea Sacred Heart University Judy was a high-performing professional manager who was with her company for 15 years and was a manager for six. She was a confident, positive, and happy person but recently lost her confidence in herself and her abilities. She dreaded going to work because she never knew what she would face from her boss, Dennis. Dennis was a brilliant man who was recently promoted to Senior V.P. He was condescending, and he humiliated people in public. Complaints to the CEO and a harassment claim produced no results. Dennis did the CEO’s dirty work and served a role needed in a fast-paced and profit-driven corporate culture. Judy enrolled in an MBA program to build her resume and her self-confidence. She faced a critical juncture in her career. Should she quit, transfer, complain to HR, or confront Dennis? Key words: workplace bullying, harassment, workplace policy, managerial style, motivation, culture, change management, individual rights, internal stakeholders Philosopher’s Wool Co.: SME Sustainable Supply Chain Management in the Global Economy Miriam F. Weismann, Suffolk University Small to medium-sized enterprises, SMEs, play a critical role in the global economy. They comprise 90% of the global firm population and employ more than 50% of the labor force in the private sector. This case study examines issues related to sustainable supply chain management and social entrepreneurship in the SME context. Being small does matter and the efficiencies of small to medium-sized companies struggling for competitive advantage in the global marketplace warrants consideration. Philosopher’s Wool Co., located in Inverhuron, Ontario, Canada, is a woolen producer and woolens product manufacturer that partners with other Ontario wool producers and American wool processors and distributors. Its sustainable vertical supply chain system increased local woolen farmers’ revenues contrary to the “conventional” price wisdom in the Canadian woolen industry and turned by-product cost into profitable end use. It also effected social change in its local business community and in global customer relations through resource efficiency and socially responsible employee and consumer policies. However, the struggle to maintain a foreign distribution network and remain competitive and profitable was problematic. Students are challenged to solve the problems of an SME operating in a global economy. Key Words: sustainability, social entrepreneurship, vertical supply chain management Privatization in the Last Frontier LeAnn Beaty, Eastern Kentucky University For 28 years Alaska, like the vast majority of the nation, has struggled with growing prison populations and shrinking budgets. In 1995, the Alaska Department of Corrections, faced with sanctions unless they ameliorated their crowded prison conditions, looked to the popular practice of contracting out its correctional operations by sending 650 prisoners to a private out-of-state prison. But, as the costs of prisoner litigation and transportation mounted, the state began to consider building its own private prison, a decision which many state lawmakers and business entrepreneurs argued would allow the state to stretch scarce dollars by providing cheaper and better quality prisons, return millions of dollars to the state economy, and create permanent jobs. In this decision case, students are required to put themselves in the role of the Alaska Legislature to determine whether they should permit the building and operation of a private prison in one of Alaska’s remote communities. The students must analyze and juggle the complex and often competing set of objectives, values, and political tensions intrinsic to all privatization decisions. Key words: privatization, corrections, private prisons, contracting out, ethics, public choice theory Critical Incident Competing for New York’s Best Lobster Roll: Failed Trade Protection David E. Desplaces, Roxane M. Delaurell, Laquita C. Blockson College of Charleston This critical incident offers students the opportunity to develop an understanding of the issues associated with intellectual property (IP) law and the ways to protect a business from its employees and potential unfair competition. Using a restaurant setting students can learn to apply IP concepts, discuss the issues of trademark, as well as develop a legal IP check list. Key words: Intellectual property, trade dress, trademark, restaurant, small business management, hospitality management The CASE Association 2010-2011 Membership Form Please fill in the following information. Mail this form to the VP for Membership whose name and address appear at the bottom of the page. 1. Salutations: □ Dr. □ Mr. □ Mrs. □ Ms. □ Prof. □ Other: ______ 2. Name: __________________________________________________________ 3. School: _______________________________________________________ 4. Address: _____________________________________________________ ______________________________________________________ 5. City & State ___________________________________________________ 6. Telephone #: ___________________________________________________ 7. E-mail address: _________________________________________________ 2010 DUES PAYMENT __ I am enclosing my check for $25.00 Please make check payable to The CASE Association and mail to: David Desplaces College of Charleston 66 George Street Charleston, SC 29424 Tate Center, Room 307 If you have questions, you may call (843.953.6446) or e-mail (DesplacesD@cofc.edu). www.caseweb.org