To: Craig Gregersen (Instructional Design Consultant) From: Marsha C Holder (Case Analyst) Date: October 29th 2012 Cc: Dr. Sunnie Lee Watson Bcc: Dr. Ayesha Sadaf Subject: Recommendation for the Electron Corporation Case: Balancing a Range of Stakeholder Interests when Designing Instruction ______________________________________________________________________ Introduction Stakeholders and their Concerns Subsequent to our meeting held on October 25th 2012, it was indicated that assistance was being sought for case analysis on the contract with client, Electron Corporation “leader in the design and manufacture of … communication devices, including software” (Ertmer & Quinn, p. 163); and you, Craig Gregersen instructional design consultant. It was indicated that your client demands for Electron Corporation is two-fold as you must meet the demands of Richard Mull and the Legal Department, responsible for all liability and thus legal matters in the organization; and the engineers and managers, those employees (learners in this case) responsible for creating and supervising the products and services that may be targeted for liable claims from any one of the Corporation’s customers. The meeting further revealed that the company had a “proactive approach to product safety – one that would prevent lawsuits from happening” (Ertmer & Quinn, p. 164) and therefore, the objective of your contract is to design a practical course on product liability in employees’ daily operations. Even 2|Page Craig Gregersen October 29, 2012 though you understand your learners and your objective you are encountering problems with respect to designing a program on product liability in the workplace that fulfills all the demands of your client and learners. The problems you itemized with respect to your client in particular Richard Mull and the legal team are in the area of: 1. Content analysis: this created some challenges, as Richard Mull indicated that the program you create must “stay away from details” and that the content of the training must not “become a new standard to which the company could be held in a court of law” (Ertmer & Quinn, p.166). 2. Instructional analysis: this stymied your efforts, as you felt that a “company-wide product safety program that established a comprehensive organizational structure and detailed procedure for a number of the issues mentioned” (Ertmer & Quinn, p. 166) would adequately solve the company’s problem; however, Richard Mull disagreed as he felt too much information would be circulated without the required control and so potentially place the Corporation in a legal bind. On the other hand, with respect to the views of the engineers and managers, their concerns to you were in the areas of: 1. Content analysis: they found the information too legalistic and therefore boring; and as such, were not too inclined to be subjected to another training session that gave the same information. 3|Page Craig Gregersen October 29, 2012 2. Instructional analysis: here the delivery of the content was of serious concern to the engineers and managers and other employees who felt that the content could be delivered in a more practical and user friendly manner. 3. Task analysis: this concern focused more on the issues of the “Line engineers wanted to know how to fix specific problems, whereas their managers wanted to know how to make the correct decisions about protecting their areas of responsibility” (Ertmer & Quinn, p.165) among some of the employees’ grouses. Other issues that were identified occurred in the areas of: 1. Communication: where it seems that many employees in engineering felt that “product liability at Electron was much more a communication than a knowledge issue” as despite the belief of legal most engineers “were sensitive to product liability issues” (Ertmer & Quinn, p. 165) and therefore cognizant of the need to create a product that will withstand scrutiny. 2. Environment: this is an underlying issue as it addresses ethics and standards in the work place. The employers’ need to ensure that the standards of the organization are known by all stakeholders and there is employee by-in in the ideals of the corporation is a real element in preventing litigation. This mitigates against any law-suits as the workers will uphold the company’s standards. However, if the standards are not communicated clearly and meaningfully to employees, then there is room for misinterpretation and possible room for error. 4|Page Craig Gregersen October 29, 2012 In an effort to meet the need in this case of designing a practical course on product liability in employees’ daily operations you Mr. Gregersen are being asked to create an opportunity where meaningful learning occurs across cultures and incorporates the ideals of the organization without jeopardizing company loyalty. Please find that there is much literature that supports this sensitive learning environment; and, I have summarized two pieces for you and submit in this report, my solution and recommendation for your way forward. Literature Review Trevino and Nelson in describing ethics states that it is “principles, norms, and standards of conduct governing an individual or group” (as cited in Deloise, Lin & Kolb, p. 29); also, the Code of Ethic manuscript presented by ISPI states that the document must contain “statement of principles on ethical behaviour; principles that address appropriate conduct for performance improvement; individual principles with guidelines on behaviour and examples of ethical behaviour” (p. 1). As such, it is in the best interest of an organization to ensure that it has a system in place to determine the norms of the organization. This is exceptionally crucial for business success as Deloise, Lin and Kolb states that “there have been notable national reports on corporate fraud costing billions of dollars in major companies such as Enron, Worldcom, and Tyco International” (p. 29). It must be stressed that these areas have been noted as areas of serious concern and thus a company would serve its customers and itself by ensuring that its operations are ethically sound. The only way to ensure this is so is by stakeholder by-in, therefore, it is the role of the instructional designer, in this case you 5|Page Craig Gregersen October 29, 2012 Mr. Gregersen, sometimes referred to as Performance Improvement professional (PI) to “serve a vital role in providing individuals with tools and strategies to assist with complex ethical decision making frameworks” (Deloise, Lin & Kolb, p. 30). Therefore, your client Electron Corporation has sought the right person to assist them in creating a practical program on product liability in employees’ daily operations to ensure it, the company, is not victim to liable claims. Solutions Since this demand by your client is a real need I have identified a few solutions for your consideration: 1. Establish the companies ethical position so that all employees are aware of it. Deloise Lin & Kolb from their research indicates that “Research suggests that communicating corporate values to employess is positively related to productivity (p. 39). This can be achieved through briefing sessions that can be an ongoing process. This facilitates constant revision and cements the ideal in the work lives of employees. The downside is that you are given a mandate for a one day training session. Changing behavior cannot happen overnight and therefore implementing this idea could be problematic. 2. Another idea is to create a one day workshop that incorportates a “formalist approach that focuses on rules and actions that are governed by these rules” as well as “utilitarian approach that focus on results where actions are ethical to the point where they create good” (Deloise, Lin & Kolb, P.39) 6|Page Craig Gregersen October 29, 2012 practical sessions that give the learners the opportunity to see first hand the legal ramifications of the decisions made in a real life scenario. The workers will be able to learn the theoretical aspects of ethics in the work place and under the issue of liability. Also, this approach will allow confidentiality in the part of the legal team as all cases will be hypothetical and it will meet the demands of workers in understanding how to approach ethical issues without jeopardizing the employer. The downside is that not all employees may be given an opportunity to role play as some may be onlookers, given the number of the workers; this may not allow for the facilitator to see how each employee may address a particular issue. However, the pros outweight the cons as the employee is given a chance to explore the real possibilties of a problem ethically and onlookers learn from seeing their peers in action. Recommendations Given the solutions presented I recommend that you create a program that uses a combined formalist and utilitarian approach. This program will facilitate: 1. Confidentiality and still promote the values of the organization 2. Collaboration in practical sessions and mobilization of group work 3. Free engagement of the learners in a short and meaningful timeframe I hope that I have been able to shed some light and provided valuable analysis of your case. All the best as you create an ethical learning environment. 7|Page Craig Gregersen October 29, 2012 Referrence Deliose, A. F., Lin, H., & Kolb, J. A. (2002). Preparing Professional to Face Ethical Challenges in Today’s Workplace: Revised. Performance Improvement Quarterly, 17 (2) 28-45. ABI/INFORM Global. Ertmer, P. A., & Quinn, J. (2007). The ID CaseBook: Case Studies in Instructional Design. New Jersey: Pearson. Code of Ethics. (2002). International Society for Performance Improvement.