AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resources Resource Description Student Resource 3.1 Worksheet: Restaurant Menu Puzzle Student Resource 3.2 Reading: The Elements of Culture Student Resource 3.3 Reading: Intercultural Dimensions Student Resource 3.4 Deduction: Guess the Country Student Resource 3.5 Chart: Cultural Norms Student Resource 3.6 Instructions: Culture Clash Skit Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.1 Worksheet: Restaurant Menu Puzzle Student Name:_______________________________________________________ Date:___________ Directions: These menus come from different countries. Read each one and take your best guess which country it is from. Write down any clues you used to make your guesses. Be ready to share your answers and why you arrived at them. MENU 1: Country Guess: Main Course: Ebi (shrimp) Burger Side Order: French Fries with Seaweed Flavoring Clues: Beverage: Green Tea Flavored Milkshake MENU 2: Country Guess: Main Course: Toasted Ham and Cheese Sandwich Side Order: French Fries with Mayonnaise Topping Clues: Beverage: Beer MENU 3: Country Guess: Main Course: Maharaja (Chicken) Burger Side Order: Naan Bread Clues: Beverage: Mango Lassi MENU 4: Country Guess: Main Course: Barbequed Kebab in Pita Bread Side Order: Hummus Beverage: Tea Copyright © 2009–2012 National Academy Foundation. All rights reserved. Clues: AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.2 Reading: The Elements of Culture This presentation provides an overview of culture and its elements: linguistic, organizational, and social. To be successful in global business, firms must understand at least the basics of how the cultures with which they do business communicate and function. While cultural learning takes time, it is an essential investment that companies doing international business must make. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Culture is the combination of learning and experiences that people in the same countries or regions share. Passed from generation to generation, culture provides the rules and identity of society. Culture can be broken down into three elements: linguistic, or the spoken and unspoken language of a culture; organizational, or the way society is set up; and social, or the way people act and feel. Each of the many world cultures has its own linguistic, organizational, and social rules, which are called norms. In international business, it is essential to understand cultural elements because they affect when, where, why, how, and with whom firms make deals; and how what’s then agreed upon gets put into practice. Many large corporations have departments for the sole purpose of introducing, or acculturating, their international employees. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors The word fluency means the ability to speak or write a language smoothly, easily, or readily. It is a great benefit to a firm when their businesspeople are fluent in the language of the country in which they are doing business. (Sometimes business in a country is done in more than one language, and firms have to take that into account as well.) Not only does the ability to speak and understand the local language (or languages) help in information-gathering and interpretation—it is also a sign of respect and shows a desire to understand the unique needs of the local population. Fluent speakers are able to understand local programs and advertising, which benefits business by providing informal and practical insights into local daily life and market conditions. For example, a businessperson in another country who is fluent in its language may notice many ads for dentists who give silver fillings for cavities and could decide to market enamel fillings there as an alternative that consumers may prefer. Only by understanding the language, and reading the ads, could a businessperson see this opportunity. Firms engaged in global marketing need workers fluent in the local language because incorrect translation (for written material) or interpretations (for the spoken word) can spell disaster for certain products. Translations can be tricky, and having a person who understands both languages is the way to avoid potentially damaging mistakes. Literal interpretations are sometimes disastrous, as Coca-Cola found out with its campaign slogan “Coke adds life.” In China, this slogan translates literally into “Coke brings your ancestors back from the dead.” And Chevrolet Nova sales were poor in Central America, perhaps because in Spanish “no va” means “doesn’t go.” GM had to market the car under a different name in Spanish-speaking countries. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors We don’t just communicate with words—we also use our bodies to express what we mean. This is called nonverbal communication, and it can tell you as much as, or even sometimes more than, verbal communication. The meaning of nonverbal communication such as gestures, proximity, and eye contact vary from culture to culture. Body language in one country can mean something very different in another, so it’s important to research acceptable and customary body language before doing business abroad. For instance, the meaning of the hand gesture in which the thumb and index finger form a circle with the other three fingers raised varies culturally from “okay” to obscene. In Japan it means money, so giving the gesture could be misconstrued as a bribe! And in Turkey the gesture is deeply insulting—an American who doesn’t know this could doom a deal with the wave of a hand. Many cultures have a different idea about appropriate proximity, or “personal space,” than Americans, such as in the United Arab Emirates, where people stand much closer together. This difference in proximity can be intimidating to Americans, who have been acculturated to expect more space. Eye contact is another form of nonverbal communication that varies from country to country. In the U.S., we feel eye contact shows sincerity and forthrightness in business dealings. But in Japan, direct eye contact makes many people uncomfortable. In Afghanistan, men only give eye contact to other men and never to women. Afghanis feel it is disrespectful for men to make eye contact with women. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Various technological advances have been influenced by culture. Mobile phones, for example, meet the needs of various cultures in different ways. Muslim consumers have cell phones that remind them when it is time to pray. American businesspeople use phones to be available all the time. And the Internet has helped spread culture by enabling people all over the world to sell their goods in the global marketplace. Culture influences attitudes toward energy. Before the 1970s in the U.S., oil was associated with wealth and social mobility. Today it is more about political power. In China, the automobile industry is booming, and energy consumption is soaring there. Oil is seen as a means of progress, and energy conservation has had less priority there than in some other countries, though this may be changing. Cultures that control large amounts of natural resources often tend to see them differently from cultures who must buy resources from elsewhere. Banking and research and development (R&D) are also influenced by culture. Islamic Banking, which is prevalent in many Muslim countries, disallows charging interest to borrow money. Institutions doing business with Muslim (or predominantly Muslim) countries must understand Islamic practices and how they can affect the market, even though not everyone in those countries follows Islamic restrictions strictly. Lastly, attitudes toward R&D are determined by culture to a certain degree due to differing beliefs about science and the role of humans in it. Stem cell research is one example of a business undertaking that is affected by cultural beliefs. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors As societies have become more complex, their economic bases have tended to shift from kinship ties to institutions, relying more on formal contracts and less on trust among people who know each other well (though that is often still important). Such changes have come about in many parts of the United States. Many other countries, however, particularly emergent ones, still rely primarily on family ties and social trust as the basis for business dealings. Although it might not seem so on the surface, the religion of a country often contributes greatly to a country’s approach to doing business. In Muslim countries, businesspeople must show respect to the culture by knowing that the faithful stop to pray five times a day whether there’s a meeting in progress or not. In India, residents celebrate the coming of spring by pelting each other with brightly colored powders—not a good day to wear a business suit. The importance cultures place on family life and their educational traditions and systems often influence how they approach business dealings. India is a country that has been able to take advantage of globalization because it has a highly educated workforce, many of whom speak English. An educated workforce creates opportunities for a country. The role of family also affects business. In Egypt, the family is the most important social unit, and nepotism—the practice of giving a family member instead of a stranger a job or promotion—is viewed as a positive since it promotes the family. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Attitudes toward time, aesthetics, and gender roles vary by culture. In many regions—northern Italy, for example—punctuality is important and lateness for a meeting is considered a serious breach of manners and efficient business practice, while in southern Italy it’s common for attendees to arrive an hour late or more. Knowing about a culture’s perception of time and punctuality will help firms avoid confusion and giving offense. Aesthetics, or perceptions of beauty, are a cultural factor that can impact business dealings. For instance, the associations different cultures make with color vary, and not knowing what certain colors symbolize in different areas can affect business dealings. For instance, while gold ink is seen as the most prosperous color to print a business card in China; other cultures may find gold flashy. In some countries, everyone must use the right hand because the left hand’s purpose is for removal of bodily waste. Left-handed business people unaware of this aesthetic fact of culture risk offending colleagues, or even causing business deals to collapse. Attitudes toward women in the workforce vary by culture. Saudi Arabian women, for example, are not allowed to drive cars, and there are restrictions on women traveling without the permission of a close male relative. Until recently, foreign women could not stay in a Saudi hotel without a male escort. While a Westerner may see this cultural norm as gender bias, some traditionally minded Saudis may see it as a form of respect. Either way, this cultural norm presents a quandary to American companies. Should managers send a female employee to Saudi Arabia to do her job? Or should they send a male employee in her place? How will the decision affect the business relationship? The female employee? Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Social stratification occurs when a society thinks of its members as falling into rigidly defined social classes that are difficult to change. India’s “caste” (or class) system has recently been abolished, in the sense that the law no longer permits discriminatory practices (for example in employment or education) based on a person’s caste. Globalization may well have accelerated the change through greatly increased international travel, communication, and trade. Now educational opportunities, the influx of foreign companies, and modern practices by domestic Indian companies (and the growing number of India-based multinational corporations) enable members of “lower” castes to earn salaries that would have been well out of reach a generation ago. The habits of the traditional caste-based prejudices can be hard to change, however. One manager at a US laboratory reports that he assigns his Indian scientists to different teams because one scientist, who is in a “higher” caste than the others, treats his “lower-caste” colleagues as subordinates, although in the work environment they are equals. The manners and customs of most societies are often derived from concepts, beliefs, habits and rituals that develop in a culture over long periods of time. These manners and customs in the workplace vary from country to country, and in some cultures can be very subtle or elaborate. In Japan, for example, the bow is very important and highly ritualized. Who bows first and how deeply depends on a combination of respect, age, hierarchy, relationship, and other complex factors. Businesspeople working in Japan would put themselves at a serious disadvantage by not learning about this custom. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors When a business considers expansion into the international business arena, it must conduct cultural research to give itself the best possible chance of success. Learning about the market in which it wants to do business ensures an understanding of, and respect for, the people of the region. Culture defines who people are and what is important to them, and it varies widely across the globe. These differences make the world, and the world of international business, an exciting one, but one fraught with potential for cultural misunderstandings. Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.3 Reading: Intercultural Dimensions Since the members of every culture act and react differently in different situations, international businesspeople need guidelines about how to deal successfully with all the people who they do business with. To help everyone understand the basic attributes, or dimensions, of other cultures, Geert Hofstede created a model that breaks the main cultural differences that affect business into four areas. These areas are power distance, individualism/collectivism, masculinity/femininity, and uncertainty avoidance. To rate cultures in the four dimensions, Hofstede analyzed television commercials, print advertisements, consumer spending, attitudes, and behavior typical in 75 different countries. The rating scale is from 0 to 100 and works on a continuum. For instance, to rate the individual/collectivism dimension, a score of 0 would mean that members of the culture were completely collectivist; 100 would mean they were completely individualistic. Read on to learn more about the four dimensions and how understanding them can foster success in international business dealings. Think about the questions after each section. Power Distance Power distance refers to how much the members of a society accept and expect social inequality. This inequality could be financial, social, and/or intellectual. In cultures with high power distance scores, people do not expect their place in the cultural hierarchy to change. Panama scores 95 in this dimension because Panamanians see their social status as unchangeable. In cultures with low power distance scores, people try to “level the playing field” among all members. Therefore, these cultures emphasize opportunity and independence. Israel gets a score of 13 in this dimension. It is a country in which all members of society, no matter their wealth, social status, or gender, must serve in the armed forces. Would the power distance rating be high or low in a country where corporate executives earn 100 times what typical workers do? Why? Individualism/Collectivism This dimension contrasts people who focus mainly on looking after themselves and their immediate families with people who belong to wider in-groups based on ethnicity, class, work relationships, and other factors, and where members of the group are looked after in exchange for loyalty. People in individualistic cultures feel responsible for the people closest to them, often their nuclear family only. In collectivistic cultures, people feel a strong connection with many people beyond their families and feel close to many groups. Cultures that rate high in the individualism dimension value time, and the saying “time is money” is associated with individualistic cultures. In business relationships, the goal is to get to the point fast. The United States is a highly individualistic culture, and received a score of 91 in this dimension. In collectivist cultures, people give priority to relationships with others. Business relationships are based on established trust between parties. Social relationships are wide-reaching and very important. Indonesia, which scored 14 in this dimension, is highly collectivist, and people view themselves as members of many different communities. Why do many members of collectivist cultures often stay at the same company for their entire working lives? Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Masculinity/Femininity This dimension measures how differentiated gender roles are in society, including the workplace. Masculine cultures value competitiveness and the accumulation of wealth. These cultures tend to have more defined gender roles as well. Japan, which scores 95 in this dimension, hierarchy is strictly adhered to. In cultures that have high femininity scores, people strive for consensus. Quality of life and reaching consensus are generally considered more important than personal achievement. In these cultures, gender roles are less specific, so men and women can choose the type of work they would like to do without being limited by cultural pressure. Sweden scores 5 in this dimension because its culture differentiates gender roles very little. What about this dimension comes from stereotypes about the traditional roles of men and women? Uncertainty Avoidance This dimension measures the extent to which people fear uncertainty and try to avoid situations that produce it. People in high uncertainty avoidance cultures like to follow rules, while people in low uncertainty cultures prefer to have as few rules as possible. In cultures with high uncertainty avoidance, people want structure. People seek out truth and depend on experts. Communication tends to be formal. Conflict and competition are seen as threatening. The rules for becoming an expert are well defined and people are expected to follow the proper paths. In France, it is considered rude to use first names in business; it scores 86 in this dimension. In cultures with low uncertainty avoidance, people need fewer rules and are willing to take risks. Change is not seen as threatening. Denmark scores 23 in uncertainty avoidance and is considered by the World Bank Group to have the most flexible labor market in Europe. How can low uncertainty avoidance foster product development? Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.4 Deduction: Guess the Country Student Names:_______________________________________________________ Date:___________ Directions: Look at the scores each of these countries received for Geert Hofstede’s Intercultural Dimensions. After reading the descriptions below, use the data in the chart to answer the questions below. Compare your answers with a partner, and come to agreement. Be prepared to share your answers with the class. Power distance Individualism Masculinity Uncertainty avoidance Japan 54 46 95 92 US 40 91 62 46 China 80 20 50 46 Italy 43 71 65 70 India 77 48 56 40 Mexico 81 30 69 82 1. In which two countries is a businessperson required to research traditions to avoid offending colleagues? Which dimension scores led you to your answer? 2. Which two countries require business partners to establish strong relationships of trust? What dimension scores led you to choose these two countries? 3. In which three countries is it difficult to move from one social class to another? Which dimension scores led you to your answer? 4. In which three countries are people somewhat comfortable with bending the rules? Which dimension scores led you to your answer? 5. How can Hofstede’s Intercultural Dimensions ratings limit our understanding of other cultures? Why do these dimensions include few countries in Africa? What else should international business people keep in mind? Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.5 Chart: Cultural Norms Student Name:_______________________________________________________ Date:___________ Directions: Research the cultural norms of the country you and your group have been assigned. Record your findings on the chart. Use the last row, “Others,” for anything you uncover that doesn’t fit into the other categories. Check these websites, or others you find, for information about the cultural norms in the country you are researching: www.kwintessential.co.uk/cultural-services/articles.html https://www.cia.gov/library/publications/the-world-factbook/index.html Cultural Norm United States Concept of Time “Time is money” Being late is considered rude Meetings start right on time There are no formal rituals when exchanging business cards Handshakes with eye contact are important during introductions First names are usually used Meetings follow agendas and are taken seriously Participants have formal roles Informal business can be conducted over meals The host usually pays Diners can refuse food without offending the host Greetings Business Meetings Dining Etiquette Copyright © 2009–2012 National Academy Foundation. All rights reserved. Country_________________ AOF Business in a Global Economy Lesson 3 Cultural Factors Cultural Norm United States Others Copyright © 2009–2012 National Academy Foundation. All rights reserved. Country_________________ AOF Business in a Global Economy Lesson 3 Cultural Factors Student Resource 3.6 Instructions: Culture Clash Skit Student Name:_______________________________________________________ Date:___________ Directions: Before you begin, read these instructions all the way through and make sure you understand what to do. You and your group will be writing and performing a skit that shows a culture clash between two businesses, one in the United States and one in the country you researched. Use the chart you filled out (Student Resource 3.5) to help you. Once you’ve read the instructions, if there’s anything you don’t understand, ask your teacher for clarification. Skits are like mini-plays, written in dialogue form. The skit will have three parts. 1. Introduction: provides the setting and the characters 2. Conflict: shows the problem caused by the difference in cultural norms 3. Resolution: demonstrates how the problem is solved All of the information the audience needs to know must be provided through the character’s dialogue and actions. These tips will help you: For the setting, choose something appropriate for business, such as a meeting, interview, work dinner, or office party. Characters: make sure each group member plays one and shows or tells his or her culture. Dialog: write short lines for the characters; put stage directions (gestures and other nonverbal communication) in italics. Each character should memorize (or write on note cards) his or her lines and stage directions. Sample Skit: Mr. Lowe: Hello, Mr. Kwan. I am David Lowe, president of Bingo Toys. Thank you for coming from South Korea for this meeting. [They shake hands.] Mr. Kwan: Hello, Mr. Lowe. Mr. Lowe: This is Ms. Allen, our vice president of Global Operations. Ms. Allen: Hello, Mr. Kwan. [They shake hands.] Mr. Kwan: Mr. Lowe and Ms. Allen, please take my business card. As you can see, it describes all my business qualifications. [Mr. Lowe puts the card in his back pocket without looking at it and sits down. Ms. Allen looks at it closely and places it on the table in front of her. Mr. Kwan frowns at Mr. Lowe.] Ms. Allen: Thank you for your card. It is very descriptive. [Mr. Kwan smiles at her.] Mr. Kwan: I would like to do business with Ms. Allen only, please. Mr. Lowe: But why? Ms. Allen: I think I understand, David. Would you excuse us for a minute Mr. Kwan? Copyright © 2009–2012 National Academy Foundation. All rights reserved. AOF Business in a Global Economy Lesson 3 Cultural Factors Mr. Kwan: Yes. [Mr. Lowe and Ms. Allen move out of Mr. Kwan’s earshot.] Ms. Allen: Dave, I think you offended Mr. Kwan. I forgot to mention I learned that in South Korea, business cards must be read carefully and complimented to show respect. Did I see you put it in your pocket? Mr. Lowe: Yes! I had no idea! Ms. Allen: I’m sorry I forgot to mention it. Well, what should we do? Mr. Lowe: I will apologize to Mr. Kwan after our meeting. For now, why don’t you take the lead. Ms. Allen: Okay. Sounds like a plan. Now begin to think about your skit. Jot down your initial ideas here: Country: Setting: Norm that could cause clash: Characters: Dialogue ideas: Now, working with your group, write your skit on a separate piece of paper. Before performing your skit, check to make sure it meets or exceeds the following assessment criteria: Clearly shows the difference between the norms of the two cultures. Culture clash is illustrated in a way that is accurate based on the norms of the two cultures. Resolution is based on the norms of the two cultures. Resolution shows an effective way to create a positive result in overcoming the differences in cultural norms. Professional language and wording for a business situation are used. Copyright © 2009–2012 National Academy Foundation. All rights reserved.