Inside Secrets of a Happy Workforce In Command but out of Control Managing the Retail Return Nightmare Customers Behaving Badly Communicating in a Crisis Why Strategies Fail to be Executed Go Global to Grow Issue 31 // Autumn 2011 www.som.cranfield.ac.uk/som/mf Contents 20 “We must continually review the challenges but at the same time we must explore the many opportunities that arise from a fast changing business landscape.” Go global to grow Transforming knowledge into action is at the heart of our mission at Cranfield. We develop and transform people, management practice and organisations and conduct research which makes a difference in the work managers do. The ‘Cranfield experience’ immerses executives and organisations in exciting programmes of personal and professional development. Alongside our graduate, doctoral and open programmes that we deliver at Cranfield, we work with organisations around the world customising programmes to help them develop their people and transform their management practices and organisation strategies. As the business environment becomes ever more global and complex, we are committed to supporting individuals and organisations to adapt and thrive in these unpredictable times that we live in. 04 News 08 Secrets of a happy workforce 10 In command but out of control 12 Managing the retail return nightmare Like any business we must continually review the challenges but at the same time we must explore the many opportunities that arise from a fast changing business landscape. You can download the magazine at som.cranfield.ac.uk/som/mf 14 Customers behaving badly 18 Communicating in a crisis 24 Why strategies fail to be executed 26 Alumni interview: Carl Clump (MBA 1980) If you would prefer to receive the next issue (due out Spring 2012) electronically, or have any suggestions for future topics, please contact Media Relations on +44 (0)1234 754348 or email sommediarelations@cranfield.ac.uk There is a need for more sophisticated management and faster rates of innovation. As a leading management school, it is our role to prepare and equip our students with the skills and knowledge to make a real impact. Our Faculty continue to work closely with business and governments to tackle the vast problems and opportunities facing business today to develop future best practice. This edition of Management Focus looks at some of the many issues facing managers today. Dr Bruce Johnstone explores how taking your business global can open up a world of new opportunities for growth and Dr Noeleen Doherty reveals the secrets to a happy workforce. I do hope you enjoy the read. Design and production Bulb studios Ltd e: hiya@bulbstudios.com t: +44 (0) 116 2628869 w: www.bulbstudios.com FSC INFO Editor and publisher Media Relations Cranfield School of Management Cranfield, Bedfordshire, MK43 0AL, UK e: sommediarelations@cranfield.ac.uk t: +44 (0) 1234 754348 w: www.som.cranfield.ac.uk ISSN 1474-1199 No part of this publication may be reproduced or stored in any form whatsoever without the prior written consent of Cranfield School of Management. The views expressed herein are not necessarily the opinion of Cranfield School of Management. Whilst every care has been taken in the production of this magazine, the publisher cannot be held responsible for the accuracy of the information contained herein. © 2011 Cranfield University. All rights reserved. Professor Frank M Horwitz Director, Cranfield School of Management News SCHOOL NEWS REPORTS & RESEARCH Business leaders must become leaders in society Report predicts major growth in IT outsourcing IT outsourcing is set for major growth according to a new report by Professor Joe Peppard of Cranfield. The report suggests that there is a pent up demand in the market place for technology which will cause organisations to increasingly look to trusted outsourcing partners. Professor Peppard commented: “Computer hardware, software and telecommunications are building blocks of the modern ‘smart’ economy, as basic as Lord Hastings of Scarisbrick CBE “Now is the time for leaders in business to become leaders in society, they must lead the transformation.” That was the message from acclaimed CSR expert Lord Hastings of Scarisbrick CBE, who was the guest speaker at the latest Cranfield distinguished speaker evening. DRA removal is a wake-up call for employers Lord Hastings gave an inspiring lecture to a packed room of alumni and current students. In his lecture entitled ‘Getting a head for business; keeping a heart throbbing for the poor’, he talked about the need for business to drive the sustainability and prosperity revolution to guarantee that justice is done and freedom is embedded in every corner of the globe. Lord Hastings is Global Head of Citizenship & Diversity at KPMG. Prior to KPMG, he spent 12 years at the BBC where he became the BBC’s first head of Corporate Social Responsibility. He is also a board member of Comic Relief, Children in Need and the BBC World Service Trust. For the second year running, Cranfield is ranked the top UK business school for customised executive development. The School’s customised programmes are ranked 1st in the UK, 6th in Europe and 12th in the world. More specifically, Cranfield’s customised programmes are ranked 1st in the world for both 4 Management Focus | Autumn 2011 “For the second year running, Cranfield is ranked the top UK business school for customised executive development.” international participants and overseas programmes and 2nd in the world for partnerships with other international business schools. In the open programmes’ ranking, the School moved up to 27th in the world (from 28th last year) and now ranks 3rd in the UK and 11th in Europe. The School’s open programmes also ranked 4th in the world for the level of follow up, reflecting the high levels of support unique to Cranfield’s general management programmes. Dr Emma Parry commented: “The removal of the DRA is both a wake-up call and an opportunity for those employers whose performance management systems may not be robust enough to cope. Our research has shown that there are great benefits to be gained by those employers who are willing to make the necessary changes in terms of addressing skill shortages, retaining the knowledge and experience of older workers and meeting the needs of the markets and communities that they serve. It will allow employers to move to a system in which decisions about how long an individual works for an organisation are based purely on their capability, rather than on their age.” year that within four years a quarter of senior bosses should be women. Despite the jump, only 13.9% of FTSE 100 board places are held by women. The FTSE 250 figure is only 8.7%, up from 7.8%. The number of blue-chip companies without a single woman on their boards has fallen to 14, down from 21 in 2010. Women are under-represented on FTSE 100 boards The removal of the Default Retirement Age (DRA) is an opportunity for UK employers to consider how to manage their workforce more effectively according to a leading HR expert at Cranfield. First in the World for international delivery The recent Financial Times ranking of executive education providers brought good news for Cranfield School of Management. iron ore and coal were to the industrial era and represent about half of all business spending on equipment. During the downturn organisations axed headcount and turned to IT outsourcing. This allowed them to fill in the gaps without having to commit to long term fixed costs. As the global economy recovers, organisations will need to increase IT outsourcing in order to be able to respond quickly to market demands.” Women on boards The latest figures from Cranfield’s International Centre for Women Leaders have revealed Britain’s biggest companies have more than doubled the number of women they are appointing to boardroom jobs since Lord Davies, the government’s champion of female board representation, told businesses this Management Focus | Autumn 2011 5 News Pioneering centre to support procurement and supply profession The School has joined forces with the Chartered Institute of Purchasing & Supply (CIPS) to create the Centre for Strategic Procurement and Supply Management (CSPSM) at Cranfield. Adding to Cranfield’s existing portfolio of research centres, the CSPSM will be committed to improving the leadership of procurement and supply management across industries, delivering quality, research-led development and providing world class links between business and academia. Cranfield on iTunes U You can now download interviews with Cranfield faculty on the latest global management issues from the Cranfield iTunes U site. iTunes U is a section of the iTunes store specifically for the education sector. It provides a home and distribution system for digital content which can be easily downloaded. It is an innovative way to get educational content, research and opinion pieces out to a variety of audiences including students, alumni and faculty all over the world. Cranfield Management Research Institute (CMRI) Thought leaders in trustworthy business behaviour Professor David Grayson and Professor Andrew Kakabadse have been named in the Top 100 Thought Leaders for Trustworthy Business Behaviour. The list of the Top 100 Thought Leaders, produced by Trust Across America (TAA) and the Centre for Sustainability & Excellence (CSE), recognises individuals from the private sector, academia and non-profit entities who are making outstanding contributions in championing business, social and environmental change, in a transparent and justifiable way. BOOKS Prof Andrew Kakabadse and Prof David Grayson MIT Sloan Management Review Prof Simon Knox, Dr Stan Maklan, Prof Joe Peppard 6 Management Focus | Autumn 2011 Dr Stan Maklan, Professor Simon Knox and Professor Joe Peppard’s article on ‘Why CRM (Customer Relationship Marketing) fails and how to fix it’, has been published in the leading business journal the MIT Sloan Management Review (MIT SMR). The MIT SMR is recognised around the world for leading the conversation among thinkers, professors, and managers about the coming changes in management practice that will transform how people innovate and lead. In the article they explore how marketing investments can be managed for the greatest return. Bilderberg People Professor Andrew Kakabadse’s latest book Bilderberg People explores the hidden mechanisms of influence at work in the private world, and personal interactions, of the transnational power elite known as the Bilderberg Group. Andrew gained unprecedented access to thirteen of the Bilderberg members who agreed to give anonymous interviews. This exciting new book sheds light for the first time on the critical question of who runs the world, and why they run it the way they do. Explaining Cameron’s Coalition Dr Paul Baines has co-authored a book with Sir Robert Worcester, founder of the MORI polling and research organisation which provides an insightful analysis of the 2010 General Election. The book explores why Labour lost, why the Liberals failed to break through and why the Conservatives did not win. It provides a comprehensive study on how public opinion changed during the election. Management Focus | Autumn 2011 7 Secrets of a happy workforce Secrets of a Dr Noeleen Doherty Senior Research Fellow Organisation Studies Happy Workforce T he happiness and wellbeing of employees is a critical business issue that impacts directly on the bottom line. However, achieving corporate buy-in, winning over critics and fostering a happy workforce remain considerable organisational challenges. Companies have a duty of care to maintain a happy workforce, legislated through the Health and Safety Act of 1974. This requires companies to ensure, as far as is reasonably possible, the health and safety, both mental and physical, of their employees. However, beyond legislation the benefits of making employee wellbeing a central organisational concern and promoting a happy workforce are huge. Happier people are more successful generally; getting more from their jobs and giving more in return. More contented employees are more productive, focusing on average 80% of their available time on their tasks. Those who are least happy tend to only be fully engaged two out of five working days a week. 8 Management Focus | Autumn 2011 There is widespread recognition that happiness is crucial to both national and organisational success. In May 2011, the Organisation for Economic Cooperation and Development (OECD) launched its ‘Better Life Index’, a measure of happiness in member countries which goes beyond the cold hard numbers of GDP. It includes metrics for community, education, governance, health, life satisfaction, safety and work-life balance, with the aim of providing an overall index of progress to help deliver better policies for better lives. “Looking after the wellbeing of employees is not a luxury; it is a bottom line imperative that should be taken very seriously.” Following this trend it is no coincidence that the British Government is committed to measuring national happiness and seeking to improve it. Metrics are being developed by the Office of National Statistics (ONS) to gauge national wellbeing, with a focus on quality of life, environmental and sustainability issues; as well as the economic performance of the country. In both a national and organisational context, surveying employee attitudes and opinions can be a valuable litmus test of individual and organisational wellbeing. In fact, research suggests that happiness levels have remained virtually the same in industrialised countries since the Second World War, even though incomes have risen considerably. Despite growth in GDP and economic prosperity, general levels of happiness have tended to remain pretty stable. Recent research from New Zealand has indicated that the work environment, company culture and workplace morale are the most important factors for office-goers, while salary is one of the least significant of all, highlighting that factors other than money must be given consideration in supporting wellbeing. One key challenge for organisations is to recognise the importance of the interconnected nature of employee and organisational health. This is a message promoted by bodies such as the Chartered Institute of Personnel and Development (CIPD). While most business leaders know instinctively that a happy, healthy and engaged workforce is a productive one, many still approach wellness like a bolt-on. In reality, there needs to be a holistic view, supported from the top. There is no one key factor that brings happiness at work, but rather a recipe that includes a number of ingredients. We have known for quite some time that within organisations there needs to be a focus on elements such as climate, philosophy and ethos. Another aspect centres on social relationships and how supportive management is. Managers need the skills to manage their teams well and to allow employees autonomy over their workloads so that job satisfaction increases alongside productivity. This relies on trust which depends on behaviour, not policies. Where employees feel supported in achieving their career and work aspirations with appropriate training, development and support, they are more likely to feel engaged and committed to the company and happier. Many organisations are now recognising the need to be proactive and take deliberate steps towards encouraging wellness at work. The UK Department for Work and Pensions has published case studies on companies of all sizes across industry sectors as models of good practice. Ensuring good management practices and developing a conducive organisational environment are the foundations for a happy workforce. Wellness combined with engagement drives sustained employee performance. Looking after the wellbeing of employees is not a luxury; it is a bottom line imperative that should be taken very seriously. MF For further information contact the author at noeleen.doherty@cranfield.ac.uk Inevitably there are challenges to fostering a happy workforce. As Abraham Lincoln noted: “Most people are as happy as they let themselves be.” He recognised the individual propensity to a certain level of happiness. However, some psychologists argue that happiness is not hardwired. The inclination towards happiness is only about 25% determined as opposed to 40-60% for most hereditary traits. Therefore happiness is malleable. In an organisational context, money or material wealth are given considerable ‘air-time’. It is interesting to note that recent research has shown that lottery winners are happy in the short term but after a while, their happiness levels revert back to a norm. to a norm. Management Focus | Autumn 2011 9 In command but out of control In Dr Arnoud Franken Senior Research Fellow Strategy and Change Command but out of Control M any businesses are created as the result of an individual’s desire to make the world a better place. But in order to remain focused and competitive, companies have to remain sensitive to the world around them and adapt their strategy. For managers and leaders this means continually motivating their workforce to move towards a potentially unknown future with unfamiliar risks and rewards. This can be tricky. It involves igniting a passion and drive in people to seek out new opportunities that will deliver better results. But how do you win the hearts and minds of those who can turn your big ideas into reality, when they may have different or even competing viewpoints and time is limited? In 2008, the Royal Marines of 3 Commando Brigade found themselves confronted with exactly this dilemma. 10 Management Focus | Autumn 2011 Three days after they had taken over command of Task Force Helmand in Afghanistan, information was coming in that the Taliban were launching a major assault on the provincial capital with the objective of killing the governor and ejecting NATO’s International Security Assistance Force (ISAF) from central Helmand. The Royal Marines had assumed the Taliban lacked the intent so only light defence of the area was required. Fortunately the outnumbered Royal Marines, NATO and Afghan national security forces in the area were able to cause the Taliban to retreat, for the time being. The temporary defeat of the Taliban was no cause for celebration. Unless this unexpected threat was addressed quickly, it could re-emerge and cause havoc. The existing strategy was unable to prevent this from happening and was abandoned. A new strategy was needed but time and resources were limited. “To remain focused and competitive, companies have to remain sensitive to the world around them and adapt their strategy.” Crucially, it required the support and involvement of more than a dozen stakeholders, many of whom the Royal Marines had little or no control over. To complicate matters, not all of the stakeholders agreed that a new strategy was necessary and those that did agree had different reservations about the implications. The Royal Marines’ traditional planning approach could not overcome these challenges. It was well suited for predictable scenarios and hierarchical structures, but not for reconciling competing viewpoints into a shared goal and unifying the efforts of a diverse network of stakeholders under turbulent conditions. To solve this problem, the Royal Marines used a tool that accommodates multiple perspectives and recognises uncertainty – wargaming. Normally used for testing plans, the tool was successfully modified for developing strategy using a five step approach. The first step is to engage with the experts who represent all internal and external stakeholder groups. The second step is to gain a shared understanding of the situation by asking each stakeholder to provide an explanation of the situation faced from their perspective. It is at this point that time is spent considering and discussing events from others’ perspectives and identifying potential causes and consequences of events. These hypotheses are tested by submitting each to the adversarial process of action-reaction-counter-action, and uncovering underpinning assumptions. The third step in the process is to use this shared situational understanding to find the ‘game changer’ that achieves a common purpose and then identify a potential strategy to make it happen. It is then necessary to ‘wargame’ these concepts to understand the benefits, risks and implications before choosing the best concept based on feasibility, viability and desirability. The fourth step is to develop the chosen strategy into a detailed plan of action by drawing on the skills and experience of each stakeholder group and wargaming the key decision points and uncertainties of the plan to identify the risks and contingency plans. The final stage in the process is to communicate the plan and its purpose to all involved. Wargaming engages people in a way that allows them to contribute from the start. Early engagement means they are five times more likely to commit to the cause than when ordered to do a given task. Wargaming facilitates this in a simple and pragmatic way, making it a powerful business tool for effecting change. MF For further information contact the author at arnoud.franken@cranfield.ac.uk Management Focus | Autumn 2011 11 Managing the retail return nightmare Managing the Mike Bernon Senior Lecturer Supply Chain Management Retail Return Nightmare M ost retailers consider product returns to be a costly but natural consequence of doing business. Consumers will inevitably return unwanted or faulty products. However, over the past few years the levels of retail returns has been increasing dramatically. Research undertaken at Cranfield indicates that the value of retail returns in the UK is currently running at £6bn annually, while some estimates in the US put the value at around $100bn. With costs spiralling, retailers and manufacturers need to take an integrated and holistic approach to managing the problem. The reasons for this dramatic growth can be explained by a number of factors. Liberal return policies have often been associated with high returns and although some companies have tried to be more restrictive, for many, it is central to their value proposition and hard to change. Marks & Spencer, for example, used to offer a 90 day return policy, but conceded that they needed to reduce it. 12 Management Focus | Autumn 2011 They still offer a very generous 35 days. The most significant factor has been the increasing number of channels to market, notably, online sales. Originally, retailers plied their trade through their stores. Customers could see the product before they bought and staff were on hand to provide product information. Internet retailing does not allow this and so customers will often ‘try before they buy’ by ordering a number of items to be delivered. Once the right product has been selected they will return the surplus – often at no cost to themselves. The result means that online retailers can expect return levels as high as 30%. However, liberal return policies and the changing channels to market do not tell the whole story. In fact, much of the returns problem is the result of poor planning and decision making in the supply chain. To understand the problem we need to look at the revolution that has been taking place in our supply chains. Much of what is sold on the high street today has been outsourced and offshored to contract manufacturers in low cost economies. This has extended the lead time for supply. In addition, product life cycles have been crashing, while product variety has been increasing, making markets harder to predict. Traditional theory will tell you that in order to provide high service levels in unpredictable markets, over longer lead-times, you need to hold a lot of safety stock. The problem with holding lots of stock with a short shelf life is the risk of obsolescence. The cost of obsolete stock not only includes the costs of reverse logistics, but the loss in asset value. Therefore the first thing to establish is the size of the prize and develop a clear business case for change. It is not uncommon to find more staff dedicated to reverse logistics operations than forward logistics, when you take into account staff in call centres, customer service and repair centres. Once the business case has been established, the next activity is to audit your current reverse logistics operations to identify opportunities for improvement. In terms of good practice there are three key areas to manage: returns avoidance; total operational costs and asset recovery values. Cranfield, along with Sheffield University, the Department for Transport, CIMA and CILT(UK) have developed a diagnostic tool and process improvement approach for managing retail returns, which contains over 200 areas for evaluation. We have also worked with a variety of manufacturers and retailers to assist in improving their returns operations. A good example is Halfords, a large UK retailer of car maintenance accessories and leisure products. Halfords were experiencing a high level of satellite navigation systems being returned, a high proportion of which had ‘no fault found’ (a term used to describe items returned by customers as faulty, but found to have no problem when tested). Halfords recognised that the real problem was that customers were having difficulty installing the product correctly. As a consequence they instigated a focussed training programme across their stores for staff to assist customers with installing the product in order to reduce the level of returns. The training costs were far outweighed by the cost savings in managing returns and customers were more satisfied with their shopping experience. This strategy has now evolved into a value proposition known as ‘WeFit’ where, for a small charge, Halfords staff routinely install parts and equipment for their customers. A range of measures taken across the Halfords business has seen their level of returns reduce significantly, their logistics costs reduce and their asset recovery levels increase. MF Reverse Logistics Forum Cranfield runs a Reverse Logistics Forum focused on retail returns and other reverse logistics operations including product recalls and end of life management. For further information, please contact the author at m.p.bernon@cranfield.ac.uk “Product life cycles have been crashing, while product variety has been increasing, making markets harder to predict.” Effective management of retail returns calls for a holistic approach, which extends well beyond supply chain operations, and normally requires integration of financial, product design, marketing, commercial and purchasing functions. It may also need to look outside the business at suppliers and customers. In our experience, very few companies know the full cost of reverse logistics. Management Focus | Autumn 2011 13 Customers behaving badly Dr Tamira King Lecturer in Marketing Customers Behaving Badly E ver been tempted to buy a new designer outfit for a special occasion, keep the price tag on and return it after wearing it? This practice of buying goods with the intention of returning them, known as ‘deshopping’ is putting a severe drain on the profits of retailers and their supply chain partners. In the 2010 National Retail Federation Return Fraud Survey, it was estimated that the retail industry would lose $14 billion to return fraud, up from $10 billion in 2009. Two thirds of retailers admitted to changing their return policy to specifically address return fraud. Other deshopping examples include shoppers who return luggage after their holiday or a dvd after watching it and expect a full refund. 14 Management Focus | Autumn 2011 This unethical customer behaviour is a worrying phenomenon and challenges the age-old notion that ‘the customer is always right’. To explore the issue of fraudulent retail returns in more detail, we conducted research with two mass market retailers, 150 independent UK retailers and 530 UK shoppers. Retailers confirmed they were feeling the pinch as a result of deshopping but still believed that they needed to maintain generous return and customer service policies. Our research showed clear evidence that deshopping is a massive problem for retailers and that they felt unprotected against it: With more people shopping online, the growth of online returns is set to soar. But, are retailers ready to manage and detect fraudulent returns that have been bought online? Clearly some online returns are to be expected, especially when retailers use different size charts; and there is the added difficulty for shoppers trying to assess for example fit, fabric and quality online. A strategic and co-ordinated approach from retailers, manufacturers and suppliers is needed to manage the threat of online fraudulent returns. One advantage that online retailers have over retail shops is the technology to track and manage returns closely. “We’ll get dresses coming back after New Years Eve, which customers have spent a lot of money on but are obviously not going to wear again. You have to tread carefully, because it is their word against yours, if they say they haven’t worn it.” (Store Manager) The research also revealed inconsistencies in how deshopping behaviour is being managed. Alarmingly when talking to a group of managers within one of the retail organisations, each one had a different understanding of how their company managed fraudulent returns and what their customer service policy allowed them to do. One independent retailer owner-manager said: “There is a misconception in the public’s mind that they have a right to return anything for any reason and get a refund.” Management Focus | Autumn 2011 15 Customers behaving badly In the battle against deshopping, retailers are phasing out longstanding ‘easy refund, no quibble’ return policies. Instead ‘return within boundaries’ policies are being adopted which require purchases to be returned within specified time frames; with clear evidence of purchase and of no wear or use. Many have reduced returns deadlines while others have added tags to garments which cannot be removed or items would no longer be deemed suitable to return. “There is a misconception in the public’s mind that they have a right to return anything for any reason and get a refund.” Retailers have had to consider the implications of tightening up their return policies very carefully to remain competitive and customer focussed. There is a clear tension here – businesses must still assume the majority of their customers are genuine. A recent survey by the Department for Business, Innovation and Skills revealed that consumers on average lose £4,950 each in their lifetime on faulty goods they have failed to take back to the shops due to fear of not getting a fair deal. This demonstrates that genuine shoppers are suffering and that work needs to be done to support them. There is a fine balance for companies to strike to enable honest consumers to return products without fear whilst reducing fraudulent behaviour. One large warehouse-style membershiponly retailer recently announced they are removing their ‘return anytime’ policy but elongating warranties; while another global department store announced that they are going back to the never ending refund. In their view, they have a lower return rate due to the higher quality of their goods and believe the policy 16 Management Focus | Autumn 2011 will make customers less nervous about purchasing in the first place. Although retailers are keen to create lenient policies in difficult trading times, policy changes must be carefully considered. Whilst virtually every country in the world is experiencing the most challenging retail market in decades; many UK press are reporting the ‘death of the high street’ amid concerns that town centres and small shopping malls could soon be deserted. In such tough economic times retailers have no choice but to strengthen their operations against shrinkage. The 2010 Global Retail Theft Barometer reported that 31% of retailers had seen an increase in shoplifting. Could this rise be as a result of the recession? The reality is that most genuine customers will be more frugal with their spending habits and may be more likely to justify ‘bending return rules’. Retailers are left with little option but to take a more strategic view about how to manage fraudulent behaviour in a way that does not intimidate loyal customers. Return policies and processes need to be clear and comprehensive; and reflective of the company’s customer service policy and culture. Unethical shoppers are more likely to succeed undetected if staff are not trained to handle returns in a consistent way. As well as training staff, customers need to be educated on the returns process including any restrictions to ensure they are treated fairly. suppliers who are also impacted by returns. Investing in technology can help to track and monitor consumer behaviour and identify serial deshoppers. It also enables retailers to get closer to their customers and build relationships, whilst communicating clearly and consistently to ensure genuine customers get good care. they must commit to tackling the problem. Shaving just a small amount of shrinkage could make a substantial improvement to their bottom line. The long-term outcome of this Cranfield research is to collaborate with retailers to help them reduce deshopping and enhance their consumer culture, thereby improving the economic health of retailing. MF Retailers will also benefit from sharing intelligence about consumer behaviour and best practice with manufacturers and What remains is a dilemma about how to manage customers who are behaving badly. As retailers look to an uncertain future, To find out more about this ongoing research please contact the author at tamira.king@cranfield.ac.uk Management Focus | Autumn 2011 17 Communicating in a crisis Stephen Carver Lecturer Project Management Communicating in a T he Toyota and BP debacles have once again shown us the consequences of organisations failing to manage a crisis effectively. The tragedy is that it was all so avoidable. In cash terms these crises can be counted in billions of dollars but unfortunately the consequences will ripple on for many years – a high price to pay for failing to manage relatively simple crisis scenarios. It is amazing how much time and money is spent on developing and discussing strategy compared to developing the skills needed to implement it or manage it if things go horribly wrong. The rules of crisis management are really quite simple. Crisis It is vital to work out how your organisation would react if the worst were to happen and plan and train accordingly. Whilst risk registers and contingency plans are a good start, they can fool you into thinking that you have all bases covered. Planning and training must encourage creative flexible open behaviours. It is important to remember that it is usually the crisis that you never thought of that kills you. Preselect, train and empower a crisis team - when crisis strikes, things develop at a devastating pace and companies need to react fast regardless of time zones, corporate procedures or internal politics. Individual leaders and teams should be preselected, Prepare for the unexpected - it may trained and empowered to react instantly and be an unpleasant thought but if you run an calmly to the situation. The consensus culture airline, the chances are that one of your planes might crash one day. If you make food, at Toyota condemned them to losing the initiative and being butchered by the media you might experience a health scare. If you run a car company, you might have to manage over their recall crisis. Unless you are ahead or on the curve you will always be playing a recall. If you run an oil company, you might catch up and the crisis will spread systemically. have to manage a spill. 18 Management Focus | Autumn 2011 Put yourself in the customer’s shoes - Toyota customers were happy to pay premium prices for two key things - reliability and safety. When Toyota finally reacted, their crisis spokesmen tried to explain everything in engineering terms. What they should have done is consider what their customers may have been thinking (which is likely to have been whether their car was safe to drive). You have to build trust with your customers before their goodwill turns to anger, resentment and even personal hatred (as with BP). If you don’t yet know, then say so and do not hide information that customers need to know. Lastly, get control of the situation by stating what you are going to do to remedy the situation. Communicate, communicate communicate - at times of crisis, organisations often feel that they are being attacked by a hostile press and the temptation is to close the doors, call a meeting and ignore the ringing phones. While it is important to establish your message, it is vital that you are seen to be openly communicating as soon as possible – speculation fills a vacuum. Communicate to your customers via the media but don’t forget the other key stakeholders including your own employees, suppliers and partners. Know your message and stick to it - most TV soundbites are about 30 seconds which means you need to sum up your message in this time, which in reality is only about 90 words. Don’t forget to take advantage of the other media routes open to you including radio, internet and social media sites such as Facebook,YouTube and Twitter. Take control - crisis can hurt but it can also be an opportunity to show what a fine organisation you are. Case studies such as Johnson & Johnson Tylenol and BMI Kegworth show that if you are prepared and react well to a crisis, there can even be long term benefits in terms of customer loyalty and media perception. Seize the opportunity! When one looks at ‘classic’ crisis cases such as Exxon Valdez, Perrier Water and Shell Brent Spar, it never ceases to amaze that such globally powerful organisations can get things so terribly wrong. Managing a crisis is never easy but if Toyota and BP had followed the simple steps above, they may well have now been looking at a rosier future instead of the ridicule that they will now have to endure. As one major insurance company was delighted to say after they had successfully managed a major disaster “we don’t make a drama out of a crisis”. In the case of Toyota and BP it is sadly “we created a catastrophe out of a crisis”. MF For further information contact the author at stephen.carver@cranfield.ac.uk “Unless you are ahead or on the curve you will always be playing catch up and the crisis will spread systemically.” Regret, reason, remedy - first you have to show that you are human by showing empathy for those people affected and express regret for what has happened. Many people fear legal consequences and are often told “never say you are sorry”; but showing that you understand the feelings of your customers is not the same as admitting liability. Secondly, try to explain in straightforward terms what has happened and the reason. Management Focus | Autumn 2011 19 Go global to grow Go Dr Bruce Johnstone Lecturer Entrepreneurship Global to Grow A re you focussing on expanding internationally? If not, you may be missing the best opportunity for growth in the current economic climate. British firms doing well at the moment tend to be those that are doing business globally. There are a number of very good reasons to focus on expanding abroad. The domestic market is stagnant, with little or no economic growth on the horizon. British consumers, many on frozen public sector salaries, are increasingly cashstrapped as they pay higher food, transport and energy bills. The UK economy may be in for a long period of low growth. 20 Management Focus | Autumn 2011 Management Focus | Autumn 2011 21 Go global to grow Contrast this with the developing world where economic growth has continued unhindered and demand for consumer goods and services has been boosted further by a fast-emerging middle class. The BRICs (Brazil, Russia, India and China) are leading the charge. In 2007, Goldman Sachs predicted that by 2030 China will have displaced the USA as the world’s largest economy (see figure 1). By 2050 India will be in third place, just behind the USA, followed by Brazil, Mexico, Russia and Indonesia. By the middle of this century, these emerging economies will overtake Japan, the UK and Germany. Other economies that are expected to grow rapidly are Nigeria, Egypt, Turkey, Iran, Pakistan, Bangladesh,Vietnam, the Philippines and Korea. Economic growth on this scale will boost sales for firms successfully doing business in those markets. SMEs are going global It is becoming easier for Small and Medium Sized Enterprises (SMEs) to expand globally. Many are now being born global - established as small businesses that sell directly to people anywhere in the world. Many existing SMEs around the world are planning to become more globalised. According to the HSBC Global Small Business Confidence Monitor (a survey of over 6000 small businesses in 21 countries) 29% of the world’s SMEs trade internationally, and 40% say they intend to be trading internationally by 2013. British entrepreneurs have some catching up to do. In the same survey, only 20% of Britain’s SMEs were found to be trading internationally. However, there are signs that this is changing. HSBC reports healthy increases in export lending to UK firms, which are rapidly growing their exports to emerging economies in Asia, the Middle East and Africa. The big growth opportunity for many UK firms lies in finding an entry into the emerging economies and providing their consumers with the more sophisticated goods and services that they increasingly demand. International expansion is an attractive growth strategy because it allows companies to grow their business rapidly while continuing to concentrate on what they do best, instead of trying to do something they know very little about. It often makes more sense to expand globally than to diversify in a local market and risk a loss of focus. Business owners face a series of strategic choices as they consider global expansion. They must decide which markets to enter, and what mode of entry to employ in each of them. Will they deal directly with end-users of their products and services or will they involve agents, distributors, partners or other intermediaries in foreign markets? Go online SMEs can use international distribution and fulfilment services to directly supply end-users of their products, almost anywhere in the world. International customers can buy their offerings online or through an intermediary such as eBay or a television shopping network. A global SME might source goods from China using online services such as Alibaba.com, then sell them through its own website and then have the fulfilment managed by Amazon. The owners of successful automated global SMEs are making money while they sleep. The key to making this sort of business model sustainable is to add something special along the way that customers will value, such as design flair or technical expertise. An example of this is a small jewellery designer in Derby that buys beads from China, and assembles them into attractive and unique jewellery to sell online. Make and export Any business that enjoys a product or service niche in its home market should investigate ways to exploit that niche globally. It could provide the opportunity to boost production and make much more profit from existing investment in factories, equipment and knowledge. For example, thirty moulding machines at Numatic International in Somerset work 24/7 to supply British-made vacuum cleaners to a global market. While exporting locally manufactured goods creates employment in Britain and brings a better return on investments, the challenges of exporting British made goods include high transport costs, trade barriers and dealing with local agents. Set up a subsidiary Establishing a wholly-owned subsidiary in a foreign market enables a business to get close to its offshore markets, cut transport costs and engage in global strategic coordination. By retaining full control, technology and knowledge can be protected. The disadvantage of this approach is that it usually represents a large and risky investment in a foreign market. The possible downside of shifting production offshore is the loss of ability to exploit economies of location and experience. Turn-key projects Firms with innovative technology are in demand in developing markets and should consider exporting their know-how in the form of a turn-key project. Such projects can enable opportunities to enter markets where foreign direct investment is restricted. The downside of this approach is that there may be no long-term presence in that market, and the firm may have created an efficient international competitor. Find a partner Licensing and franchising enables firms to expand globally without the development costs. A joint venture provides an opportunity to share development costs and risks with a local partner. It can help overcome political and economic barriers to market entry and in markets such as China is often the only option for a foreign firm. Go global to grow Of course, deciding on a sound strategy for entering international markets is only the start. Global entrepreneurs still have to wrestle with international finance, accounting, HR and marketing. They must contend with the more complex cultural, political and economic issues that will affect their global business. It may not always be an easy road, but export-led growth could provide the road to recovery for the UK economy, and may be the path to future growth for your business. MF The disadvantages of partnership approaches can include a loss of control over quality and the ability to coordinate manufacturing globally. Dr Bruce Johnstone, Lecturer in Entrepreneurship, works with fast growing businesses on the Business Growth Programme (BGP). For further information contact bruce.johnstone@cranfield.ac.uk. Figure 1 - The ten largest economies in the world in 2050, measured in GDP nominal (millions of USD). 2050 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 China United States India 2040 Brazil 2030 Mexico 2020 Russia 2010 Indonesia Japan United Germany Kingdom Source: Goldman Sachs Economic Research 2007 22 Management Focus | Autumn 2011 Management Focus | Autumn 2011 23 Why strategies fail to be executed Dr Pietro Micheli Why Senior Lecturer Business Performance Strategies Fail to be Executed S everal studies claim that strategies ‘fail’ at a rate of 70 to 90%, but why is this? There are two main reasons. Firstly, they are wrongly formulated due to a lack of realism and reliance on rosy predictions and best-case scenarios. Secondly, strategies can fail due to poor execution, which is not a fault of the strategy itself, but a weakness in how it has been put into practice. Execution in theory… Management theory and practice often separates strategy formulation (the plan) from strategy execution (putting the plan into action). One reason for this is that we like to think of strategy as a conceptual task that can be ‘accomplished’ quite rationally and put into practice fairly easily. However, strategy development and execution is far from straightforward, which is why Performance Measurement Systems (PMS) such as the Balanced Scorecard have become fundamental tools for many businesses as a means to execute strategy, while also making a substantial contribution to the achievement of an organisation’s goals. A PMS is a set of interrelated objectives, targets and indicators, with a supporting information infrastructure that enables data to be collected, analysed and communicated. 24 Management Focus | Autumn 2011 By developing a corporate PMS, which is cascaded through the organisation at all levels, you can efficiently and unambiguously implement the organisation’s strategy. The main ingredients for success are a strong drive from the top, a consistent cascading process, and a good infrastructure. However, is it really this simple in practice? … and in practice Research carried out by Cranfield’s Centre for Business Performance shows that a PMS can help execute strategy, drive positive behaviours, and support decision-making processes. At the same time, PMSs have been found to create perverse behaviours, and have no impact on strategic decisions. The reasons for these conflicting findings are many and, importantly, have little to do with technical aspects. Three of the most critical factors for success are summarised below. 1. Get buy-in from top management The use of performance information may be scarce because the PMS sits at too low a level within the organisation. Often senior managers do not consider the PMS as something that relates to them and view the task of handling data and performance indicators as something appropriate for someone below them to deal with. “Separating strategy formulation with execution does not work and can be harmful.” 2. Clarify purpose of PMS There is always the danger that the more we use targets and indicators to control and monitor performance, the more likely it will be that individuals manipulate processes to meet them. Such negative consequences could be reduced if the PMS is also used to promote learning and improvement. 3. Link PMS to strategic objectives The role of PMS in strategy execution and reformulation can be greatly enhanced by linking targets and indicators to the main strategic objectives (as opposed to purely operational ones) and by considering them during strategic reviews. This point is particularly relevant when organisations go through periods of great change or transformations. In these situations, if the PMS is not connected to strategy, the organisation will progressively experience ‘strategic dissonance’: top management will set a new long-term direction, but employees will keep being measured and rewarded according to the old criteria, thus going through the same established routines. Formulation and execution... Strategy execution is a mix of what is conceived by the top management team (a ‘deliberate strategy’) and a series of day-to-day events and decisions made in a changing and often turbulent environment (an ‘emergent strategy’). Separating strategy formulation with execution does not work and can be harmful. A PMS can help execute and reformulate strategy and promote alignment in behaviour, but only when conditions are right in an organisation. Ownership and buy-in need to be ensured, particularly at top and middle management levels. Without leadership or management support, any performance measurement related effort will be in vain, as it will be perceived as irrelevant or bureaucratic. Sufficient competences and skills must be developed at all levels of an organisation: good analysts that can provide robust and relevant data and managers that can translate it into information and use it. The roles of performance indicators and the PMS as a whole need to be defined from the outset. If employees perceive the PMS as a control tool, they will either oppose or play the system (or both). Both strategic and operational levels need to be considered along with financial and non-financial indicators to provide a comprehensive view of what and how the organisation will achieve its key objectives. MF For further information contact the author at p.micheli@cranfield.ac.uk Management Focus | Autumn 2011 25 Alumni interview Alumni interview: Carl Clump (MBA 1980) by Stephen Hoare Carl Clump, Group Chairman of the payment card fraud prevention company Retail Decisions (ReD), talks about how they have taken on the cyber criminals to make online shopping safer for us all. Leading the Fight against Cyber Crime 26 Management Focus | Autumn 2011 T he millions of customer account details stolen each year by hackers is any company’s worst nightmare, and highlights the challenges posed to e-commerce, and the vital role played by a publicity shy industry – payment card fraud prevention. Retail Decisions (ReD), Britain’s biggest privately owned fraud prevention business has, like the fraud it combats, global reach with offices in the UK, USA, Australia, South Africa and China and a business spanning six continents. Carl was appointed Group Chairman of Retail Decisions in August 2011 after being CEO since 1998. In 2000 he managed ReD’s de-merger from the ailing conglomerate Card Clear. Eight years later, to avoid a hostile takeover he took the business private, negotiating a £186 million management buy-out supported by private equity fund Palamon. Since the company was formed, Carl has seen the firm’s fortunes rise with turnover building at 18% year-on-year and operating profit showing a healthy 39% growth, year-on-year. Management Focus | Autumn 2011 27 Alumni interview “I think the secret of good management is to be humble, to genuinely listen and believe in your colleagues.” Carl attributes ReD’s success to a focus on the core business of fraud prevention and payment processing and a team of highly motivated and dedicated colleagues, who are well respected in the world of payments. The results speak for themselves. “Last year we screened transactions from over 170 countries around the world, securing over 19 billion transactions – some 10% of all the card payments in the world,” says Carl. “We’ve focused on organic growth, finding new services that are coherent and we’ve taken those services to new geographies.” ReD’s expansion into Australia was regarded as a springboard into Asia and Carl eyes the China market where e-commerce and credit cards are still in their infancy, as a powerful future driver of the business. Last year in the United States, credit card fraud cost banks and retailers $48 billion. Worldwide, the figure is many times greater. A highly organised and sophisticated crime that crosses international borders, card fraud is on the rise as advancing technology presents new opportunities for cyber criminals. 28 Management Focus | Autumn 2011 Theft, card cloning and internet “phishing” sites means ReD has to be constantly developing technology to keep pace. “It is impossible to be ahead of the fraudsters, but we’re never more than half a step behind them,” says Carl. One of the company’s most successful products is ReD Shield®, a real-time risk assessment programme which compares card details with a global database of lost, stolen or cloned cards and searches for patterns of card use which stand out as suspicious. The resulting decision to accept or reject a customer’s credit card is flashed to the online retailer in less than a second. “Transactions come to us and we give a response in 400 milliseconds,” says Carl who explains that ReD’s risk assessment is all about profiling transactions, not people. Initially headhunted to sort out the issues left by a departed management team by Card Clear’s AIM listed advisor Credit Lyonnais, Carl found a dysfunctional business, a diverse and incoherent product range, and worse. “Within two months of joining Card Clear, the only customer for our fraud prevention business, the payments clearing operation APACS, came to me and told me that the development of Chip and PIN technology would effectively make their operation fraud proof. We had two years to find an alternative income stream.” This was the driver behind Card Clear’s de-merger in 2000 which saw the business go from a £60 million turnover operation employing 350 staff to a much leaner operation based on e-commerce with 40 staff and a turnover of £7 million. “We made a conscious decision to switch the business to card-not-present transactions which are not protected by Chip and PIN.” The growth in e-commerce and the need for constant vigilance on telephone sales or internet transactions paved the way for ReD’s spectacular growth as the company developed the technical solutions that protect banks and retailers. As a provider of outsourced technical solutions, ReD is massively successful by any standard with a client base that includes Walmart, John Lewis, Air China, Louis Vuitton, Shell and T-Mobile to name but a few. “We have the world’s largest retailer, the UK’s biggest retailer, the world’s largest airline, the biggest oil company, the UK’s largest mobile phone company. The list goes on and on,” says Carl. The success rate for detecting and preventing online fraud is surprisingly and consistently high. “We get it right 99% of the time. That’s well within the tolerance level of a retailer.” Carl took the full-time Cranfield MBA in 1980 from an IT background: “I was a classic career changer wanting to make the move into general management.” He recalls the work ethic at Cranfield as laying the foundations for an energetic management style in which leaders are encouraged to be entrepreneurs. He and his fellow executives believe in taking the temperature of the business by walking the floor and seeking feedback. “I think the secret of good management is to be humble, to genuinely listen and believe in your colleagues,” says Carl. ReD enjoys a low staff turnover especially among the technical experts who develop the solutions on which his company’s success depends. “This is a young company,” says Carl. “Much younger than me. Our hires tend to be smart, streetwise and have a passion - individuals who want to win.” There are no plans to downsize – in fact, quite the opposite. “The best time for hiring is in a recession. We do not do downsizing. We just don’t do it,” adds Carl. Carl is a firm advocate of MBAs for strategic roles within the company and has hired many MBAs to manage the firm’s global offices. He has eight direct reports across his international offices. A typical working day might involve international travel and working across several time zones. So does he have any tips for Cranfield MBAs? Carl points to his favourite management title, a book called What Colour IsYour Parachute?: A Practical Manual for Job-Hunters and Career Changers by Richard M Bolles. “It says the real opportunities for wealth creation happen in small companies.” Asked what he is proud of, Carl says the success that ReD has achieved in the last decade, all the great people in ReD, as well as his family, who give him all the support he needs. Management Focus | Autumn 2011 29 For more than 40 years, Cranfield School of Management, a world leader in management education and research, has been helping individuals and businesses learn and succeed by transforming knowledge into action. The School brings together a range of management disciplines through a significant portfolio of activities that includes research and consultancy, postgraduate masters and doctoral programmes, executive development courses, conferences and customised programmes. 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