Chapter 04 Managing in the Global Environment McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objectives • Explain why the ability to perceive, interpret, and respond appropriately to the global environment is crucial for managerial success • Differentiate between the global task and global general environments • Identify the main forces in both the global task and general environments and describe the challenges that each force presents to managers 4-2 Learning Objectives • Explain why the global environment is becoming more open and competitive and identify the forces behind the process of globalization that increase the opportunities, complexities, challenges, and threats that managers face • Discuss why national cultures differ and why it is important that managers be sensitive to the effects of falling trade barriers and regional trade associations on the political and social systems of nations around the world 4-3 * Global Business The buying and selling of goods and services by people from different countries. 1 4 * Multinational Corporation A corporation that owns businesses in two or more countries. Direct Foreign Investment A method of investment in which a company builds a new business or buys an existing business in a foreign country. 1.1 5 * * United Kingdom-$432,488,000,000 * Japan-$257,273,000,000 * Netherlands-$217,050,000,000 * Germany-$212,915,000,000 * Canada-$206,139,000,000 * Switzerland-$192,231,000,000 * France-$184,762,000,000 * Luxembourg-$181,203,000,000 * Total-$2,342,829,000,000 6 * Investment coming into the U.S., like this Honda Motor plant in Ohio, totaled $106 billion in 2004. 1.1 7 * * Netherlands-$521,427,000,000 * United Kingdom-$508,369,000,000 * Luxembourg-$274,923,000,000 * Bermuda-$264,442,000,000 * Ireland-$190,478,000,000 * Switzerland-$143,627,000,000 * Australia-$133,990,000,000 * Japan-$113,263,000,000 * Germany-$105,828,000,000 8 What is the Global Environment? • Global organizations • Operating in the global environment is uncertain and unpredictable • Global environment • Set of global forces and conditions that operate beyond an organization’s boundaries but affect a manager’s ability to acquire and utilize resources 4-9 What is the Global Environment? • To identify opportunities or threats caused by forces in the environment, it helpful for managers to distinguish between the task environment and the more encompassing general environment. • The task environment is the set of forces and conditions that affect an organization’s ability to obtain inputs and dispose of its outputs. It consists of the organization’s suppliers, customers, distributors, and competitors, and has the most immediate and direct effect on managers. • The general environment includes the wide-ranging global, economic, technological, socio-cultural, demographic, political and legal forces that affect the organization and its task environment. 4-10 Figure 4.1 - Forces in the Global Environment 4-11 The Task Environment • The set of forces and conditions that originate with global suppliers, distributors, customers, and competitors: • Affect a manager’s ability to obtain resources and dispose of outputs • Have a significant impact on short-term decision making 4-13 Question What are individuals and organizations that provide an organization with the input resources that it needs to produce goods and services? A. Customers B. Suppliers C. Distributors D. Competitors 4-14 The Task Environment • Suppliers: Individuals and organizations that provide an organization with the input resources that it needs to produce goods and services • Raw materials, component parts, labor (employees) • Relationships with suppliers can be difficult due to materials shortages, unions, and lack of substitutes • Suppliers that are the sole source of a vital item will be in a strong bargaining position to raise their prices • Managers can reduce these supplier effects by increasing the number of suppliers of an input 4-15 The Task Environment • Suppliers • Changes in the nature, numbers or types of any supplier may result in opportunities and threats to which managers must respond. Depending upon these factors, a supplier’s bargaining position may be either strong or weak. • At a global level, managers have the opportunity to buy products from foreign suppliers or to become their own suppliers and manufacture their own products abroad. It is important that managers recognize the opportunities and threats associated with managing to global supply chain • Most large global companies utilize global outsourcing. 4-16 The Task Environment • Global outsourcing: Purchase or production of inputs or final products from overseas suppliers to lower costs and improve product quality or design • Has grown enormously to take advantage of national differences in the cost and quality of resources 4-17 The Task Environment • Distributors: Organizations that help other organizations sell their goods or services to customers • Changing nature of distributors and distribution methods can bring opportunities and threats for managers-Fedex, UPS • The power of a distributor may be strengthened or weakened depending upon its size and the number of distribution options available. • Large and powerful distributors can control access to a particular organization’s goods and services • It is illegal for distributors to collaborate or collude to keep prices high and thus maintain their power over buyers. 4-18 The Task Environment • Customers: Individuals and groups that buy the goods and services that an organization produces • • • An organization’s success depends on its responsiveness towards satisfying customers' needs Changes in the number and types of customers or in customers’ tastes and needs can result in opportunities or threats for managers. The most obvious opportunity associated with expanding into the global environment is the prospect of selling goods and services to new customers. 4-19 The Task Environment • Competitors: Organizations that produce goods and services that are similar to a particular organization’s goods and services • Strong competitive rivalry results in price competition, and falling prices reduce customer revenues and profits • Potential competitors are the organizations that are not at present in a task environment but could enter if they so choose. 4-20 Figure 4.2 - Barriers to Entry and Competition Factors that make it difficult and costly for a company to enter a particular task environment. 4-21 Question What are pressures emanating from the social structure of a country or society or from the national culture? A. Economic forces B. Technological forces C. Socio-cultural forces D. Demographic forces 4-22 Barriers to Entry and Competition • Economies of scale are the cost advantages associated with large operations. They may result from manufacturing products in large quantities, buying inputs in bulk, or by fully utilizing the skills and knowledge of employees. • Brand loyalty is a customers’ preference for the products of organizations currently in the task environment. If established organizations enjoy significant brand loyalty, a new entrant will find it difficult and costly to obtain a market share. • At the national and global level, administrative barriers are government policies that create barriers to entry and limit the imports of goods by overseas companies. 4-23 The General Environment • An organization’s general environment can have profound effects upon its task environment which may not be evident to managers. • Therefore, managers must constantly analyze forces in the general environment because these forces affect ongoing planning and decisionmaking. • Economic, technological, sociocultural, demographic, political, and legal forces in the general environment have important effects on forces in the task environment 4-24 The General Environment • Economic forces: Interest rates, inflation, unemployment, economic growth, and other factors that affect the general health and well-being of a nation or the regional economy of an organization • Economic forces produce many opportunities and threats for managers. • Strong macroeconomic conditions, such as low levels of unemployment and falling interest rates, often create opportunities for organizations to flourish. • Worsening macroeconomic conditions, such as recession or rising inflation rates, often pose a threat to organizations because they limit management’s ability to gain access to the resources they need. • Worsening macroeconomic conditions, such as recession or rising inflation rates, often pose a threat to organizations because they limit management’s ability to gain access to the resources they need. 4-25 The General Environment • Technology is the combination of skills and equipment that managers use in the design, production, and distribution of goods and services. • Technological forces are the outcomes of changes in the technology that managers use to design, produce, or distribute goods and services and can have profound implications for managers and organizations. • Technological change can create a threat to organizations by making established products obsolete. It can also create a host of opportunities for the development of new products or processes. • Managers must move quickly to respond to such changes if their organizations are to survive and prosper. 4-26 Question What technology has had the biggest impact on business in the last 50 years? A. Internet B. Cell phones C. Computers D. Email 4-27 The General Environment • Sociocultural forces: Pressures emanating from the social structure of a country or society or from the national culture • • • • Social structure: Traditional system of relationships established between people and groups in a society National culture: Set of values that a society considers important and the norms of behavior that are approved or sanctioned in that society Social structure and national culture not only differ across societies but also change within societies over time. Individual managers and organizations must be responsive to changes in, and differences among, the social structures and national cultures of all the countries in which they operate. 4-28 The General Environment • Demographic forces: Outcomes of change in, or changing attitudes toward, the characteristics of a population, such as age, gender, ethnic origin, race, sexual orientation, and social class • Demographic forces present managers with opportunities and threats and can have major implications for organizations. • Most industrialized nations are experiencing the aging of their populations as a consequence of falling birth and death rates and the aging of the baby boom generation. • The aging of the population also has several implications for the workplace: • decline in the number of young people joining the workforce • older employees postponing retirement 4-29 The General Environment • Political and legal forces: Outcomes of changes in laws and regulations, such as the deregulation of industries, the privatization of organizations, and increased emphasis on environmental protection • A nation’s political processes shape laws that constrain the operations of organizations and managers, thereby creating both opportunities and threats. • Political integration of countries is an important political and legal force affecting managers and organizations 4-30 The Global Environment 4-31 The Changing Global Environment • 21st century has banished the idea that the world is composed of distinct national countries and markets that are separated physically, economically, and culturally • As a result of falling trade barriers, managers view the global environment as open—free to buy and sell goods and services across the globe 4-32 The Process of Globalization • Globalization • Globalization is the set of specific and general forces that work together to integrate and connect economic, political, and social systems across countries, cultures, or geographical regions. • The result of globalization is that nations and people become increasingly interdependent because the world’s markets and businesses become increasingly interconnected. • Economic advances associated with globalization result from capital flows Human, Financial, Resource, Political 4-33 The Process of Globalization • Human capital: the flow of people around the world through immigration, migration, and emigration • financial capital: the flow of money across world markets through overseas investment, credit, lending, and aid. • Resource capital: the flow of natural and semi-finished products between companies and countries such as metal, minerals, lumber, energy, food products, microprocessors, and auto parts • Political capital: the flow of power and influence around the world using diplomacy, persuasion, aggression, and armed forces to protect right or access of a nation, world region, or political bloc to the other forms of capital. 4-34 * Tariff Quotas Voluntary export restraints Nontariff Barriers Government import standards Government Subsidies Customs Valuation / Classification 1.2 35 Declining Barriers to Trade and Investment • Free-trade doctrine: Idea that, if each country specializes in the production of the goods and services that it can produce most efficiently, this will make the best use of global resources • Removing barriers to the free flow of resources and capital between countries, through an international treaty known as the General Agreement on Tariffs and Trade lead to the rise of free trade 4-36 Declining Barriers of Distance and Culture • Advances in communications and transportation technology has reduced the barriers of distance and culture • Revolutionary developments in satellites, digital technology, the Internet and global computer networks, and video teleconferencing make communication reliable, secure, and instantaneous 4-37 Effects of Free Trade on Managers • Declining trade barriers • Has created enormous opportunities for companies to expand the market for their goods and services through exports and investments in countries overseas • The growth of regional trade agreements such as the North American Free Trade Agreement (NAFTA), the Central American Free Trade Agreement (CAFTA), presents opportunities and threats for managers and their organizations 4-38 The Role of National Culture • Values: Ideas about what a society believes to be good, desirable and beautiful • Provides conceptual support for notions of individual freedom, democracy, truth, justice, honesty, loyalty, social obligation, collective responsibility, appropriate roles for men, and women • Not static and change over time 4-39 The Role of National Culture • Norms: Unwritten, informal codes of conduct that prescribe appropriate behavior in particular situations and are considered important by most members of a group or organization • Mores: Norms that are considered to be central to functioning of society and to social life • Folkways: Routine social conventions of everyday life 4-40 Hofstede’s Model of National Culture • Individualism: Worldview that values individual freedom and self-expression and adherence to the principle that people should be judged by their individual achievements rather than by their social background • Collectivism: Worldview that values subordination of the individual to the goals of the group and adherence to the principle that people should be judged by their contribution to the group 4-41 Hofstede’s Model of National Culture • Power distance: Degree to which societies accept the idea that inequalities in the power and wellbeing of their citizens are due to differences in individuals’ physical and intellectual capabilities and heritage • Achievement orientations: Worldview that values assertiveness, performance, success, and competition • Nurturing orientation: Worldview that values quality of life, warm personal friendships, and services and care for the weak 4-42 Hofstede’s Model of National Culture • Uncertainty avoidance: Degree to which societies are willing to tolerate uncertainty and risk • Long-term orientation: Worldview that values thrift and persistence in achieving goals • Short-term orientation: Worldview that values personal stability or happiness and living for the present 4-43 Figure 4.4 - Hofstede’s Model of National Culture 4-44 National Culture and Global Management • Management practices that are effective in one culture might be troublesome in another • Managers must be sensitive to the value systems and norms of an individual’s country and behave accordingly • Culturally diverse management team can be a source of strength for an organization 4-45