ORBH 491, Managing Diversity and Inclusion Department of Organizational Behavior Weatherhead School of Management Case Western Reserve University Fall, 2008 Tuesday 5:30-8:00 P.M., PBL 04 Professor Susan Schick Case PBL 440 (216) 368-5018 (WSOM) (216) 751-0940 (home) (216) 283-8813 (home office) ssc2@case.edu or susan.case@case.edu “Diversity brings about a variety of thought perspectives and experience that no firm can afford to disregard.” Philip A. Laskawy, Chairman and CEO, Ernst & Young LLP, 1999 Course Objective: This course addresses workforce diversity issues from individual, group, organizational, and societal perspectives. A major focus includes innovative ways companies are effectively utilizing today’s culturally expanding workforce. Emphasis is on the “what and how” for managers in creating corporate cultures that embrace diversity, and helping them to work with, supervise, and tap the talent of diverse employees within their organizations so that employees can flourish. We can have diversity and not have inclusion. Included are methods for modifying systems and implementing organizational change processes to attract, retain, develop, and capitalize on benefits of the new workforce demographics so people can work more productively and innovatively together for profitability. Diversity is the mix of people. Inclusion is making the mix work. This course will also encourage the development of personal efficacy for working with and supervising people of different racial, cultural, and ethnic backgrounds, genders, lifestyles, ages, religions, abilities, perspectives, personalities, styles, and values. As individuals increase self-knowledge about their own values and practices, they will be more able to embrace capabilities as a leader and change agent. You will learn processes that can be applied in organizational settings to better understand yourself, decrease fear of differences, learn to build bridges to diverse others, and increase respect and trust of colleagues. You will also develop innovative tools, strategies, ideas, and techniques to lead work groups and organizations through the massive changes that they are undergoing to create an inclusive environment that recognizes and values differences. Primary course objectives: 1. To gain a greater awareness of diversity in organizations: a. To enhance understanding of yourself in relationship to the people around you in work settings. Differences in life experiences such as age, race, gender, class, sexual orientation, religion, physical ability, region or country of origin, position in family, job function, rank within hierarchy all affect development of perceptions, assumptions, feelings, and frameworks for making sense out of situations. People bring to the work place attitudes, norms, values, habits, and strategies of action learned from life experience before joining the organization. Diversity is about understanding exactly who we are and what we need to fully be ourselves. Diversity also involves facing our own reactions to differences and the discomfort and fears it may cause. The course will facilitate the integration of your personal experience, thoughts, and learning about diversity in organizations. b. To enhance understanding of people around you at work and their dynamics and experiences in organizations (bosses, peers, subordinates, customers, competitors). We deal with differences within and between individuals constantly, although some of them are more politicized than others. Some of these differences have served as the basis for discrimination and prejudice between groups, while others have been enriching. Under some circumstances, differences can produce tensions and conflicts; under others, they provide innovative approaches to dealing with the problems, opportunities and challenges of organizational life. Diversity is about allowing others to be fully themselves, capitalizing on the uniqueness they bring to the organization. It is about learning to trust others who are different from ourselves and recognize competencies in different others. As we deal with differences within and between ourselves, we begin to make visible the majority group norms that we have assumed to be universal and to understand that the concepts and skills needed to effectively respond to diversity are useful for all of us in all aspects of our lives. c. To gain a thorough understanding of systems. Some ways of thinking about differences are more productive than others. It is important to understand the uses and limitations of generalizations. It is also important to develop the ability to critique your own reasoning processes, in particular the tendency toward binary thinking, a reliance on common reasoning fallacies, and a susceptibility to automatic responses and emotions that can block access to your existing skills. The course will provide analytical frameworks for understanding individual, interpersonal, organizational, and societal structures and processes that create barriers in the management and integration of diversity into your organizations. The frameworks developed should guide your personal actions, enhance the development of professionalism, integrity, and responsibility as you work with others, and increase your capacity to manage diversity with inclusion. d. To further develop an increased awareness about the positive side of difference. When diversity is understood and addressed well, it can trigger innovations and a learning stance of openness to new perspectives and change in both individuals and organizations. Diversity suppressed or overlooked can result in wasted time and resources, missed opportunities in personnel development, and conflict that can escalate to legal confrontation. By the end of the course, participants will be better able to value other perspectives, develop cross-cultural understanding, and create cultures of inclusion and collaboration capitalizing on the benefits of a pluralistic workforce. 2. To develop and practice competencies and skills and to gain first hand familiarity with leadership and managerial issues needed to effectively work in the multicultural work force of today and the future. These will be developed through dialogue, group discussions, exercises, case studies, and a group project. Many of the competencies needed to work effectively with diversity are competencies in emotional and social intelligence. Some that we focus on in this course include: Self-awareness (understanding ourselves) * Self-confidence Social Skills/ Management of Others * Developing others * Teamwork and collaboration * Change catalyst Social Awareness * Building bonds (what we sense in others) * Social objectivity * Organizational awareness * Valuing diversity * Empathy * Leadership * Attunement * Conflict management * Empathic accuracy * Communication: give feedback, * Social cognition actively listen, suspend judgment, identify and suspend assumptions, inquire and reflect Self-management Social Facility (what we do with our awareness) * Flexibility and adaptability * Synchrony * Initiative * Self-presentation * Trustworthiness * Influence * Self-control * Concern Course Requirements: Openness to learn, respect for others, participation through dialogue, introspection, timely completion of all exercises and assignments, and attendance at an off-site retreat. Course Fees: There is a $50 fee for the all day retreat at the Manor House and the related course materials. Course Texts: Gardenswartz, Lee and Rowe, Anita. Managing Diversity: A Complete Desk Reference and Planning Guide, Revised Edition. New York: Irwin Professional Publishing, 1998. Bell, Myrtle P. Diversity in Organizations. Mason, Ohio: Thomson, 2007. Course readings, assessments and cases (as provided). Grading: Journal 35% (1) Part I (2) Part II Includes learning/applications summary (15%) (15%) ( 5%) Diversity myography 10% Experience as “Other” 10% Class participation 15% Includes required completion of activities and assignments from Bell, integrating reading assignments, completing assigned textbook exercises and activities from Gardenswartz and Rowe, sharing of perspectives, attendance and preparation for sessions, openness to dialogue with others, and attendance at retreat. Group project (25%) and presentation (5%) For each assignment student will receive guidelines and grading criteria. Active participation and adequate completion of each assignment, all on time, is B. Active participation and exceptional completion of all assignments, on time, is A. Assignments that are late will be penalized a half a letter grade for each late day. Assignments more than a week late will not be accepted. Missing more than two classes, or missing the retreat, will result in an automatic drop of a letter grade. All students in this course are expected to adhere to university standards of academic integrity. I expect you to do assignments on your own, unless otherwise directed. I do encourage the formation of learning groups for the discussion of concepts and sharing experiences. However, homework assignments (exercises and activities) are my way of assessing your comprehension of the material in the course. Cheating, plagiarism, and other forms of academic dishonesty are not acceptable behavior. In no case should you turn in another’s work as your own. This includes, but is not limited to, turning in written work that was prepared by someone other than you or making minor modifications to the 30% work of someone else, including items obtained on the internet, and turning it in as your own. Ignorance is not an excuse. As a graduate student, you have agreed to Standards Regarding Academic Integrity (http://weatherhead.case.edu/pdpao/policy/policyhome.html) that outlines your responsibility in greater detail. Talk to me if you have questions. If there are suspicions of violations of academic integrity, I will follow CASE WESTERN RESERVE UNIVERSITY protocols of academic infractions as detailed in the University Bulletin. ORBH 491 FALL, 2008 COURSE MEETING TIMES (CALENDAR OF SESSIONS AND ASSIGNMENT DUE DATES) WEEKS DATE ASSIGNMENTS DUE 1 August 26 2 September 2 3 September 9 Project proposal 4 September 16 Myography 5 September 23 Identity group questions - Bell 6 September 30 – NO CLASS 7 October 7 Experience as “Other” Pick up Myography book 8 October 14 Journal, Part I 8 October 17 – DIVERSITY RETREAT 9 October 21 Group project update 10 October 28 - NO CLASS 11 November 4 12 November 11 13 November 18 – NO CLASS 14 November 25 Group project & presentations 15 December 2 Journal Part II with Learning Entry Activity update - Bell questions ORBH 491 Fall, 2008 There will be a course fee of $50 payable to the Department of Organizational Behavior due by Week 3, September 9, 2008. This will cover the additional cost of our offsite retreat at Squire Valleevue Farm with lunch and snacks. The fee will also go towards the reading packet, exercises, and assessments that will be distributed in class. Let me know privately if you need financial assistance. ORBH 491, Case, Fall, 2008 “In General Motors’ view, only a well-educated, highly-diverse work force, comprised of people who have learned to work productively and creatively with individuals from a multitude of races and ethnic, religious, and cultural histories, can maintain America’s global competitiveness in the increasingly diverse and interconnected world economy.” Legal brief, U. S. District Court, July 2000 in defense of U of Michigan’s admissions policies. LEARNING CALENDAR Wk 1 Aug. 26 Text: Overview; Why Diversity Matters; The Context of Diversity Gardenswartz and Rowe, Chpts. 2 (Changes & Trends) & 15 (Demographic Reality) Bell, Chpts. 1 (Introduction) & 3 (Theories and Thinking about Diversity) Activities: Student objectives for taking the course; desired outcomes hoped for; concerns Appreciative interviews of diversity experiences Develop dialogue guidelines for desired learning outcomes Overview of course - Why diversity matters. Current context of diversity Cover Gardenswartz & Rowe, Chpts. 2 & 15; Bell, Chpt. 3 Structure of course for learning Assignments - journaling, MYography, group project on diversity HW: Construct “Who am I?” collage Identity Salience and Self-Expression Wk 2 Group Identity in the Self Concept: Sept. 2 Ways of Thinking about and across Differences Text: Gardenswartz and Rowe, Chpt. 3, with exercises (Dimensions of Diversity) Bell, Chpts. 4 (Blacks/African Americans) & 5 (Latinos/Hispanics) Readings: 1. Gentile. “Ways of Thinking About and Across Differences,” in Gentile, Mary C. Managerial Excellence Through Diversity. Prospect Heights, IL: Waveland Press, 12-30. Activities: “Who Am I?” collage presentation Dimensions of diversity Expansion of identity as seen by self and others Wk 3 September 9 Text: Understanding Culture and Cultural Systems: A Cross-Cultural Perspective Gardenswartz & Rowe, Chpt. 4, pp. 78-85, with exercises (Decreasing Ethnocentrism, Attributions, and Stereotyping) Readings: 1. Morrison, Terri and Conaway, Wayne (2006). Kiss, Bow or Shake Hands, 2nd ed., Avon, MA: Adams Media. Cultural Orientation, pp. ix – xiii; United States, and other cultures represented in the class. TBD 2. Osland, Joyce & Bird, Allen (2000), “Beyond Sophisticated Stereotyping: Cultural Sensemaking in Context”, Academy of Management Executive, Vol. 14, 1, 65-79. 3. Adler, Nancy (2008). “Communicating Across Cultures,” Chpt. 3 in International Dimensions of Organizational Behavior, 5th ed. Cincinnati, OH: Southwestern Publishing, 69-95. Activities: Self-in Culture – exercises on cultural behavior and cultural norms: leadership, planning, success, etiquette, communication, and cultural self-awareness. Diversity Impact in Organization DUE: Project proposal Wk 4 Sept. 16 Text: Cultural Behavior and Cultural Systems: Privilege and Identity Gardenswartz & Rowe, Chpt. 4, pp. 41-76, with exercises (Cultural Behaviors) Bell, Chpts. 6 (Asians and Asian Americans) & 7 (Whites/European Americans) Readings: 1. McIntosh, Peggy (1989). White Privilege: Unpacking the Invisible Knapsack. Peace and Freedom, August, pp. 10-12. This is a brief version of the original White Privilege and Male Privilege: A Personal Account of Coming to See Correspondences Through Work in Women’s Studies. (1988) Working Papers Series #189, Wellesley, MA: Center for Research on Women, Wellesley College. Reprinted in Anderson, M. And P. H. Collins (Eds.) (1993). Race, Class, and Gender, Wadsworth, CA: 80-91. 2. Jackson, B. and R. Hardiman (1983). “Racial Identity Development: Implications for Managing the Multi-Cultural Work Force”, The NTL Managers Handbook. Alexandria, VA: NTL, 107-119. Activities: Diversity Awareness Profile DUE: Myography Awareness of Others: Structures of Inclusion and Exclusion Wk 5 September 23 Text: Communication Etiquette Across Race, Gender, Religion, and Culture Gardenswartz & Rowe, Chpts. 5 with exercises (Communication) Readings: 1. Case, Susan. (1993). “The Collaborative Advantage: The Usefulness of Women’s Language to Contemporary Business Problems,” Business and the Contemporary World, 5(3) 81-105. 2. Reardon, Kathleen Kelley (1995). Chpt. 2. “The Language of Exclusion: Cracking the Code,” Chpt. 3, “Getting at the Subtle Stuff”, and Chpt. 6, “Power Plays and Displays” in They Don’t Get It, Do They? Boston, MA: Little Brown & Co., 25-75, 123-147. 3. Tannen, Deborah (1995). “The Power of Talk”, Harvard Business Review, September- October, 139-148. (optional) Activities: Exercise - Communication across cultures DUE: Identity Group Questions - Bell Wk 6 September 30 NO CLASS Activity: Group project time Systems Awareness: Integrating Diversity into Organizations Wk 7 October 7 Text: Formal Systems: Leveraging Diversity for Organizational Excellence Gardenswartz and Rowe, Chpt. 6, pp. 129-179 (Building Multicultural Work Teams), Chpts. 13 (Making Room at the Top & Middle) & 16, with exercises (More than Equal Opportunity) Bell, Chpts. 8 (American Indians, Alaska Natives, and Multiracial Group Members) & 16 (International Diversity), Chpt. 2 (Legislation) Readings: 1. Kanter, Rosabeth Moss (1977/2003). “Men and Women of the Corporation,” in Ely, Robin, Foldy, Erica Gabrielle, and Scully, Maureen A. Reader in Gender, Work, and Organization, Malden, MA: Blackwell, 34-48. 2. Gilbert, Jacqueline A. and Ivancevich, John M. (2000). “Valuing Diversity: A Tale of Two Organizations,” Academy of Management Executive, Vol. 14, No.1, 893-105. 3. Thomas, David and Ely, Robin (2003). “Making Differences Matter: A New Paradigm for Managing Diversity”, in Ely, Robin, Foldy, Erica, and Scully, Maureen A. Reader in Gender, Work, and Organization. Malden, MA: Blackwell, 362-377. 4. Fernandez, John P. (1999). Beyond the Rhetoric of Race and Gender: Two Immodest Proposals, Chpt. 6. Race, Gender, and Rhetoric: The True State of Race and Gender Relations in Corporate America. NY: McGraw Hill, 71-86, 161-165. (optional) DUE: Experience as “other” Pick up MYography book WK 8 October 14 Text: Formal Systems: Recruitment and Performance Evaluation Gardenswartz & Rowe, Chpt. 12 (Recruiting) & Chpt. 8, with exercises (Performance Evaluation) Bell, Chpt. 9 (Sex and Gender) & 11 (Age) Readings: 1. Fine, Marlene (2003). “Building Successful Multicultural Organizations: Challenges and Opportunities”, in Ely, Robin, Foldy, Erica Gabrielle, and Scully, Maureen A. Reader in Gender, Work, and Organization. Malden, MA: Blackwell, 308-317. 2. Yoshino, Kenji (2006). “The Pressure to Cover,” New York Times Magazine. January 15, 33-37. Activities: Video - recruitment Video - performance evaluation DUE: Journal – Part I Week 8 October 17 FRIDAY RETREAT – 8:45 AM – 5:30 PM Squire Valeevue Manor House, Hunting Valley Bridging for Diversity: Understanding Through Stories Readings: 1. MYography book 2. Ancona, Kochan, Scully, Van Maanen, & Westney (1999). “Bystander Awareness: Skills for Effective Managers”, in Managing for the Future: Organizational Behavior and Processes, Cincinnati, OH: South-Western College Publishing, Module 11, 18-23. 3. Connor, Jeffrey C. (2000). “It Wasn’t About Race, Or Was It?” Harvard Business Review, September-October, 37-46. Activities: MYography sharing Sharing of “experience as other” Video discussion of CRASH (?) and/or follow-up exercises on perceptions and attributions Wk 9 October 21 Texts: Formal Systems: Floors and Ceilings Gardenswartz and Rowe, Chpt. 10 (Why Programs Fail) with exercises and Chpt. 14 (Tracking the Effects of Initiatives) Bell, 13 (Work and Family) Readings: 1. Holvino, Evangelina. (2003). “Complicating Gender: The Simultaneity of Race, Gender, and Class in Organization Change(ing)”, Ely, Robin, Foldy, Erica, and Scully Maureen A. Reader in Gender, Work, and Organization. Malden, MA: Blackwell, 362-377. 2. Kram, Kathy and McCollum Hampton. (2003). “When Women Lead: The Visibility, Vulnerability Spiral”, in Ely, Robin, Foldy, Erica, and Scully Maureen A. Reader in Gender, Work, and Organization. Malden, MA: Blackwell, 211-223. 3. Morris, Betsy (2005). “How Corporate America is Betraying Women,” Fortune, Jan. 10, 64-74. DUE: Group project update Wk 10 October 28 NO CLASS Activity: Group project time Wk 11 November 4 Texts: Integrating Diversity into Your Organization: Modifying Systems for Inclusion Gardenswartz & Rowe – Chpt. 9, (Creating a Culture that Embraces Diversity) Bell, Chpt. 12 (Physical & Mental Ability) and 10 (Religion) Readings: 1. Wasserman, Ilene C., Gallegos, Placido V., and Ferdman, Bernardo, (2006). “Dealing with Resistance: Leadership Challenges in Fostering a Culture of Inclusion”, in K. M. Thomas (Ed.), Diversity Resistance in Organizations: Manifestations and Relations. Mahwah, NJ: Erlbaum Associates, 1-28. 2. Gant, Sarah B. (1995). “Managing Conflict in a Diverse Workplace,” Harvard Business School Case 395-090. 3. Gale, J. (2007). “Interview with Bernardo M. Ferdman, Ph. D.” San Diego Psychologist, 22(2), 14-15. 4. Ferdman, B. M. (2007) “Inclusion starts with knowing yourself”. San Diego Psychologist, 22 (4), 1, 5-6. 5. Ferdman. B. M. (2007). “Self-knowledge and inclusive interactions”. San Diego Psychologist, 22 (5), 25-26. 6. Ferdman, B. M. (in press). “The slippery slope of inclusion”. San Diego Psychologist, 22 (7), 17-22. WK 12 Organizational Cultures, Harassment, and Gender Relations November 11 Text: Gardenswartz & Rowe, Chpt. 11, with exercises (Diversity Audit) Bell, Chpt. 14 (Weight and Appearance) and 15 (Sexual Orientation) Readings: 1. 1. Update! Candid Advice from 9 to 5 (1999). Material taken from section summaries in Bravo, Ellen and Cassedy, Ellen. The 9 to 5 Guide to Combating Sexual Harassment. NY: John Wiley. 2. Paine, Lynn Sharp (1994). “Sexual Harassment, Free Speech or…? Harvard Business School case 393-033. 3. Case, Susan S. (1994). “Courtroom Use of Linguistic Analysis to Demonstrate a Hostile Work Environment for Women: Reflections from Experience” in L. Turner & H. Sterk (Eds.), Differences That Make a Difference: Examining Assumptions of Research in Comminication, Language and Gender, Westport, CT: Greenwood Press, 137-150. 4. Salisbury, J. and Dominick B. (2004). Excerpts from Investigating Harassment and Discrimination Complaints: A Practical Guide. San Francisco, CA: Pfeiffer, 171-176. 5. Case, Susan S. (2007). Excerpts from Expert Witness Report: Pamela Denzak-Henderhan vs. Jackson Township Police Department, et al. (TBD). DUE: Activity update - Bell questions Wk 13 November 18 No Class Activity: Group project time WK 14 November 25 DUE: Presentations of Group Projects and Project Summaries WK 15 Assessment of Competencies Developed for Diversity: December 2 Revisiting the Journey Text: Gardenswartz & Rowe, Chpt. 18 (Summing It Up) Activities: Assessment of diversity learning and applications; Diversity Celebration DUE: Journal - Part II with Learning Summary