Business Commons^™

Philanthropy And Mistakes: An Untapped Resource, Robert Giloth, Susan Gewirtz

The Foundation Review

· Sharing and leveraging lessons learned from mistakes is an important but underutilized resource to improve philanthropic investments and nonprofit performance.

· Philanthropic mistakes extend beyond the results of program evaluations to include questions of mission, role, investment strategies, and implementation.

· Distinguishing between “constructive” and “nonconstructive” mistakes focuses attention on those factors that shape the outcomes for even the most well-designed investments.

· Sharing and reflecting upon mistakes has the potential to improve philanthropic capacities for anticipation, learning, and adaptation.

· Philanthropy must recognize the sometimes blurry lines between success and failure, constructive and nonconstructive mistakes, and philanthropic and …

Philanthropy’S Civic Role In Community Change, Patricia Auspos, Prudence Brown, Anne C. Kubisch, Stacey Sutton

The Foundation Review

· This article describes six key roles for philanthropic organizations’ engagement in communities. It draws on Living Cities, a consortium of financial organizations, private foundations, and public sector organizations that has been working since 1991 to improve distressed neighborhoods in 23 cities.

· The six civic roles described are (a) convening and leveraging diverse networks of relationships, (b) developing local data and plans for community change, (c) leveraging new resources on behalf of communities, (d) mobilizing political will, (e) framing new messages about community development and communicating more strategically, and (f) generating and testing new ideas and building and sharing …

Using Community-Based Participatory Evaluation (Cbpe) Methods As A Tool To Sustain A Community Health Coalition, Leslie Aldrich, Daniel Silva, Danelle Marable, Erica Sandman

The Foundation Review

· Participatory evaluation has set the standard for cooperation between program evaluators and stakeholders. Coalition evaluation, however, calls for more extensive collaboration with the community at large.

· Integrating principles of community based participatory research and the Substance Abuse and Mental Health Services Administration’s Strategic Prevention Framework, which guides much coalition work, into coalition evaluation has proved useful to foster community affiliations and support reciprocal relationship building. The resulting evaluation method, named community based participatory evaluation (CBPE), takes time, money, and skilled personnel but can lead to more accurate results and coalition sustainability.

· The CBPE method has proved essential …

The Potential Of Partnerships For Health Advocacy And Policy Change: The Legacy Of The Partnership For The Public’S Health Initiative, Clarissa Hsu, Dave Pearson, Ron Maynard, Carol Cahill, Allen Cheadle

The Foundation Review

· This article reports on a study of 11 partnerships between public health departments and community organizations that were funded by The California Endowment to support advocacy and organizing to improve health outcomes in the communities.

· The evaluation examined the sustainability of the partnerships as well as the policy and advocacy work of the organizations.

· Almost 90 percent of the activities in policy change and community capacity building was sustained, whereas partnership and health department capacity building activities were the least likely to be sustained.

· The policy change legacies at the community level were strong and included …

Proving Foundation Impact On Public Policy Empirically: The Case Of The Robert Wood Johnson Foundation And Consumer Choice For Adults With Developmental Disabilities, Ann Whitney Breihan

The Foundation Review

· Foundations that work on national public policy issues face challenges in demonstrating impact.

· This case study of how the Robert Wood Johnson Foundation’s initiative to support choice of program provider for developmentally disabled adults uses some advanced statistical techniques to demonstrate the impact of the foundation’s funding.

· This study suggests that to get the greatest impact on policy change, foundations should consider offering modest competitive grants to governmental departments; spending the funds in regional groupings; and focus on jurisdictions that have demonstrated interest in the policy area by spending their own funds.

Turning The Ship: Moving From Clinical Treatment To Environmental Prevention: A Health Disparities Policy Advocacy Initiative, Mary Kreger, Claire D. Brindis, Abigail Arons, Katherine Sargent, Annalisa Robles, Astrid Hendricks, Mona Jhawar, Marion Standish

The Foundation Review

· This article examines success factors for a statewide initiative to reduce health disparities by establishing environmental policies to reduce asthma risk factors for school-aged children.

· Twelve local coalitions and a statewide network focused on schools, housing, and outdoor air policies.

· Multiple types and levels of policy advocacy were encouraged by the Initiative so that issues at the local level linked to larger issues across the state, and conversely state-level policies supported local endeavors.

· Factors that contributed to the success of the initiative included: structuring the initiative on a systems change model; employing multiple technical assistance providers …

Finding The Win In Wicked Problems: Lessons From Evaluating Public Policy Advocacy, John Sherman, Gayle Peterson

The Foundation Review

· Many of the social issues private foundations and other philanthropies attempt to address — poverty, homelessness, global climate change — are wicked problems. That is, they defy easy definition, lack permanent solutions, and have multiple stakeholders.

· The wicked problems framework helps make explicit the challenging nature of the issue to be addressed, requires an inclusive style of leadership that seeks stakeholder involvement, and demands candid exchange among stakeholders about the nature of the problem and effectiveness of efforts to address it.

· A wicked problems framework provides a set of criteria and questions for evaluators of advocacy efforts …

A Road Made By Walking: Participatory Evaluation And Social Change, Janet Rechtman

The Foundation Review

· This article describes how participatory evaluation was used in a Ford Foundation–funded project to promote mixed-income housing in Atlanta.

· The project resulted in an increase in mixedincome housing, but also in social outcomes such as increased knowledge about housing issues.

· Validity and reliability of the findings are demonstrated through feedback from the community members, rather than through statistical methods.

Leveraging Grantmaking: Understanding The Dynamics Of Complex Social Systems, David Peter Stroh

The Foundation Review

· The nonobvious interrelationships among elements in a complex system often thwart people’s best intentions to sustainably improve system performance.

· The complex, nonlinear problems that most foundations address can be solved most effectively by thinking systemically instead of linearly about these problems.

· Systems thinking offers a range of analytic tools to improve our capacity to think systemically, including ways to distinguish problem symptoms from root causes, reinforcing and balancing feedback, system archetypes, mental models, and system purpose and goals.

· Applying these tools enables us to target highleverage interventions that can lead to sustainable, system-wide improvement.

· These …

Tools To Support Public Policy Grantmaking, Martha Campbell, Julia Coffman

The Foundation Review

· This article provides guidance on how foundations can frame, focus, and advance efforts to achieve public policy reforms.

· Five essential steps for developing public policy strategy are described: choosing the public policy goal, understanding the challenges, identifying influential audiences, determining how far those audiences must move, and deciding how to move them.

· Two tools developed specifically to support foundations during the strategy development process are presented.

Effective Advocacy Evaluation: The Role Of Funders, Johanna Morariu, Kathleen Brennan

The Foundation Review

· This article addresses the role of funders in supporting advocacy and advocacy evaluation work.

· The growth and strengthening of the advocacy evaluation field has lessened the “hard to measure” stigma attached to advocacy grantmaking.

· An increasingly broad array of evaluation designs and methods better capture advocacy data, enable rapid analysis and learning, and foster accountability.

· Based on a study of advocacy grantees and a study of advocacy grantmakers, the authors conclude that supporting evaluation and capacity building, providing multi-year funding commitments and core support, and creating custom reporting requirements and timelines are strategies that funders can …

New Voices At The Civic Table: Facilitating Personal And Social Change, Laura T. Pinsoneault, Linda Nguyen

The Foundation Review

· This article describes six pilot initiatives of the Alliance for Children and Families -- New Voices at the Civic Table (New Voices), a philanthropy-funded effort to challenge human service organizations to integrate civic engagement as a permanent part of their infrastructure.

· All six New Voices models included common elements: leadership training, civic education, experiential learning, participatory decision-making, networking, and reflective evaluation.

· Each also reflected one of four primary variations to civic engagement based on their community needs and demands: self-efficacy, constituent involvement, mobilizing, and organizing.

· Results demonstrate that civic engagement in human services not only produces …

The Blind Men And The Elephant: Learning A Little At A Time About Civic Engagement, Melanie Moore Kubo, Ashley Mckenna

The Foundation Review

· This article, written from the perspective of the evaluator, describes what happened in one community in which four noncollaborating funders were supporting community development programs.

· The Treeline Collaborative evolved from grassroots origins to become a leading organization in the community, serving as a one-stop shop for many programs and providing a structure for civic engagement of residents.

· A collaborative evaluation would have enabled a deeper understanding of the Treeline Collaborative, the outcomes it attained and missed, and the multiple roles it plays in the community, perhaps leading to more effective program and funding decisions.

Measuring The Impacts Of Advocacy And Community Organizing: Application Of A Methodology And Initial Findings, Lisa Ranghelli

The Foundation Review

· The increasing emphasis by funders on strategic grantmaking and measurable outcomes may be a disincentive to support policy and advocacy work, because of the perception that outcomes can be difficult to assess.

· A tool for measuring impact can reduce the barriers to funding advocacy and policy work.

· The tool draws upon the literatures on evaluating advocacy and organizing, social capital building efforts, and return on investment approaches to evaluation.

· The tool was applied in two sites, where funders found it useful to understand advocacy impacts and learn how advocacy can enhance their grantmaking goals.

A Model For Multilevel Advocacy Evaluation, Tanya Beer, Ehren D. Reed

The Foundation Review

· The Colorado Trust provided three years of general operating support to nine advocacy organizations working to increase access to health through policy change work.

· The nine grantees had a variety of goals and strategies and had different levels of organizational capacity, but were evaluated using a uniform evaluation approach.

· The evaluation was designed to build grantees’ own evaluation capacity to incorporate real-time feedback, monitor progress toward goals, and to assess growth in the overall health advocacy community in Colorado.

· Individual grantees identified short- and intermediate- term outcomes related to The Trust’s intermediate outcomes, which were in …

Entrepreneurial Orientation Among The Youth Of India: The Impact Of Culture, Education And Environment, Nancy M. Levenburg, Thomas V. Schwarz

Peer Reviewed Articles

Expanding the level of entrepreneurial activity within all nations is an increasingly important political and economic goal, especially for developing countries. Literature suggests that culture, education and environment play key roles, yet these attributes vary greatly across nations. This study explores the level of interest in entrepreneurship among what may be India’s next generation of entrepreneurs, namely undergraduate business students, and draws comparisons with students enrolled in the US. Despite a combination of social structures and cultural values within India that historically constrained entrepreneurship, a number of efforts in recent years seem to have significantly shifted the national mindset regarding …

Succession Planning In Smes: An Empirical Analysis, Jaideep Motwani, Nancy M. Levenburg, Thomas V. Schwarz, Charles Blankson

Peer Reviewed Articles

This study reports the results from a survey of 368 family-owned small to medium size enterprises (SMEs) with regard to the importance, nature, and extent of succession planning. By categorizing SMEs according to their annual revenues, total number of employees, and number of family members employed within the firm, significant differences were found between larger and smaller firms. Consistent with extant literature, the findings reveal that most family members join the firm for altruistic reasons. Issues related to family relationships were rated as significantly more important in firms in which more family members were employed within the firm. Moreover, for …

M&A Update: Will The Rebound Stumble?, Carol M. Sanchez, Stephen R. Goldberg

Peer Reviewed Articles

After a multi-year lull, merger and acquisition activity has started again to pick up speed. In 2004, the value of global M&A activity grew 40% to just under $2 trillion, compared to $833 billion in 2003. This is the first time the market has seen such growth since 1998 when it increased 80% from 1997. M&A activity in the post-millennium years weakened because investors were jittery after the dot.com bust and September 11 attacks in the United States. By 2005, it seemed that much of that fear had abated, as M&A activity was strong through June. There were more large …

Planning Your Global Strategy, Carol M. Sanchez, Steve Goldberg

Peer Reviewed Articles

Sound planning and due diligence are important for both domestic and international strategic initiatives. However, in an international setting there are additional cultural, legal, and logistical considerations. In this article, we discuss considerations before doing business internationally. We address how a company knows it’s ready to go international, special expertise required to go international, how to obtain that expertise, factors that should be considered in choosing a foreign market, finding an overseas partner, legal and tax issues considerations and, finally, how to get paid.

An Interview With Ian Browde Director Of Strategy And Business Development, Enterprise Solutions Division, Nokia, Inc., Carol M. Sanchez

Peer Reviewed Articles

Interviewer, Carol Sánchez (CS), Associate Professor, Seidman College of Business, Grand Valley State University. Interviewee, Ian Browde (IB), Director of Strategy and Business Development, Enterprise Solutions Division, Nokia, Inc.

How To Handle The Threat Of Catastrophe, Carol M. Sanchez, Stephen R. Goldberg

Peer Reviewed Articles

One of the principal jobs of chief executives is to minimize risk and vulnerability to catastrophic events. Analyzing risk has become more complex since September 11, 2001. In addition to terrorism, other catastrophes can change the course of life as we know it including cyber crime, biological attacks, and the spread of diseases such as SARS. Companies must realign corporate priorities and put the security issue at the forefront, as many companies have done since the 9/11 attacks. Risk management has dealt traditionally with two types of events: known risk and unknown risk. Known risks are events you know exist, …

Value Shift: Why Companies Must Merge Social And Financial Imperatives To Achieve Superior Performance, Carol M. Sanchez

Peer Reviewed Articles

In Value Shift. Lynn Sharp Paine argues that modern corporations are now expected to meet moral, as well as financial, performance standards to be considered superior performing firms. Paine calls this a return to, or a shift in, values that now emphasize ethics, culture, environmental standards, product safety, and community investment—what students of management might call a broad stakeholder model of the firm. The author, who is professor of leadership and values at the Harvard Business School, reflects on the recent crises in corporate America that began in 2001 with the Enron scandal. These disgraceful misdeeds and the public reaction …

Winning The Influence Game: What Every Business Leader Should Know About Government, Carol M. Sanchez

Peer Reviewed Articles

No abstract provided.

Motives For Corporate Philanthropy In El Salvador: Altruism And Political Legitimacy, Carol M. Sanchez

Peer Reviewed Articles

This paper discusses how Salvadoran companies practice corporate philanthropy in El Salvador, and what might motivate it. First, I briefly discuss three principal theories of corporate philanthropy, and explore some current trends in international corporate philanthropy to highlight some of the motives Salvadoran companies may have to participate in charitable activities. Then, I discuss the history of the Salvadoran private sector to help us understand philanthropic activity today. Next, I suggest that philanthropic acts by Salvadoran firms are driven by altruistic and politically strategic motives, and reflect individualistic and paternalistic attitudes. In the discussion, I include examples of Salvadoran corporate …

Performance Improvement In International Environments: Designing Individual Performance Interventions To Fit National Cultures, Carol M. Sanchez

Peer Reviewed Articles

This article examines how internationalization might affect the design of individual performance improvement approaches in organizations. It begins by examining knowledge that has been learned principally from the North American context of what improves an individual's performance. Then, we discuss motivators, attitudes. and behaviors of workers and how they may vary among workers in different national cultural contexts. In short, we examine individual performance improvement for its cross‐border effectiveness, using various models of national cultural differences. By doing this, we hope to provide an understanding of how performance improvement systems might require modification to fit with non‐North American work environments.

Different Minds And Common Problems: Geert Hofstede's Research On National Cultures, Carol M. Sanchez, Dawn M. Curtis

Peer Reviewed Articles

This article discusses Geert Hofstede's work on national cultural differences. It explains how Hofstede's model of the dimensions of national culture might be of use to performance improvement professionals as they try to solve familiar, and perhaps not so familiar, problems in international settings. Hofstede's work, first published in 1980, argues that many management theories, such as those of Herzberr, Mausner, and Snyderman (1959), Maslow (1970), and McGregor (1960), are not valid worldwide be cause the authors are subject to cultural bias that is manifested in their own cultural makeup. Hofstede's research has shown that national cultures tend vary on …

The Strategic Organization Of Global Law Firms : Perceptions From Inside And Outside The Firm, Carol M. Sanchez

Peer Reviewed Articles

During the past decade, the legal services industry has undergone a sea change, in large part due to the globalization of business. Law firms, especially those headquartered in major financial centers, are expanding overseas at a fast and furious pace in an attempt to accommodate their clients’ needs and to capture a share of new and emerging markets for legal services. The increasing importance of the European Union as a new source of pan-European or “federal” law, and the establishment of a common currency, the Euro, has spurred many firms to open offices in Brussels, Frankfurt and other centers of …

Corporate Governance And Corporate Illegality: The Effects Of Board Structure On Environmental Violations, Marie A. Mckendall, Carol M. Sanchez, Paul Sicilian

Peer Reviewed Articles

This paper examined the effects of corporate governance structures on the incidence of corporate illegality by analyzing the relationship between environmental violations and several dimensions of corporate board structure. Results demonstrated that the value of stock owned by corporate officers and directors was positively and significantly associated with serious environmental violations. Outsider dominance, joint CEO‐Chairpersons, social responsibility committees, and attorneys on boards were not significantly related to corporate illegal behavior. The control variables of size, industry profitability, firm profitability, and industry concentration were all significantly related to environmental violations. The findings involving board structure cast doubt on the efficacy of …

Continuous Quality Improvement, Total Quality Management, And Reengineering: One Hospital’S Continuous Quality Improvement Journey, Donald Klein, Jaideep Motwani, Beth Cole

Peer Reviewed Articles

In recent years, there has been significantly increasing interest in the application of continuous quality improvement (CQI) and total quality management (TQM) in the health care arena. This case analysis is designed to identify and assess the strategies and processes that led to the successful implementation of CQI in the Emergency Care Center at St. Mary’s Hospital in Grand Rapids, MI.

Environmental Change And Management Staffing: An Empirical Examination Of The Electric Utilities Industry, Ram Subramanian, Carol M. Sanchez

Peer Reviewed Articles

This paper examines the relationship between environmental change, changes in competitive dynamics, and top management staffing in the electric utilities industry during the period surrounding the passage of the Energy Policy Act of 1992 (EPAct 92). The findings suggest that following the passage of the EPAct 92, competition in the electric utilities industry intensified placing greater emphasis on achieving internal, firm-level efficiencies. This external environmental change and the corresponding shift in the competitive context resulted in an adjustment in the composition of the top management coalition in these firms. The dominant coalition following the EPAct 92 consisted of older managers …