Sabbatical Proposal and Rationale

 

Abstract: The objective of this sabbatical is to develop, deliver, and disseminate a training package for developing world small business entrepreneurs, who operate what are commonly knows as micro-enterprises, to help them adapt to the complexity, inevitable modernization, and rapid changes in the global business environment.  Initially this package will be developed for Sari designers and weavers in India, and a group of these entrepreneurs will undergo training in their hometown.  The program will then be evaluated, improved, and delivered to a second group of entrepreneurs. The results and implications will be published.

 

 

 

Time Period:  Spring 2008

 

Supplemental Support:  desired

 

 

 

Program Objectives

 

General Objective:  To develop, deliver, and disseminate a training package for developing world small business entrepreneurs to help them adapt to the complexity, inevitable modernization, and rapid changes in the global business environment. 

 

Specific Objectives

 

1. To develop a practical and understandable training program consisting of units on business-environment dynamics, business level strategies, core competency identification, core competency promotion and adaptation, teamwork, planning, supply chain management, and networking.

 

2. Arrange through identifiable Non Government Organizations to deliver the program to micro-enterprise operators who are members of micro-credit associations in India.

 

3. Present the training program to members of micro-credit associations, in one country, namely India.

 

4.  Obtain assessment information on program quality and suitability for further use and for the suitability of a wider distribution.

 

5. Revise the program for re-delivery, for publication, and to make it available to developing world trainers and to Micro-credit organizations world-wide.

 

6.  Publish program plans and supporting conceptual material, workshop assessment results, and total project results

 

 

Procedure.

 

Objective 1.   Develop the program. The appropriate materials are available.  There is a body of literature on micro-enterprise businesses. There is an extensive literature on global environmental conditions facing small businesses in the developing world and the appropriate strategies given such environments.  This literature covers appropriate strategies, core competency transfer, and networking strategies given that environment. There is ample literature on small businesses in general and potential strategies appropriate for them.  Finally, there is literature available on training for small business entrepreneurs and for training in the developing world,

 

Objective 2. Arrange sponsorship and sight arrangements.  Two organizations that promote sponsor Micro-Credit Associations (networks of entrepreneurs) have been contacted. These are the Working Women’s Forum based in Mylapore, Chennia in India  (http://workingwomansforum.org)and the India Development Service (http://www.idsusa.org) with offices in Chicago. These organizations have been contacted.  They are agreeable to the goals of the program, as well as the plan for implementation. They will help me adapt to cross-cultural issues.

 

They also believe their members will be very interested in attending. Implementation will include finding a suitable facility, providing materials and media for presentation, recruiting participants and employing an interpreter because the majority of trainees speak only Hindi. 

 

Objective 3.  Program presentation. The details of the program are necessarily tentative at this time. However the plan is for the program to be delivered three hours a day for four to six days over a two week period probably during slow or non business hours. Modern delivery methodologies will be used such as videos and power point. Power point slides will be in Hindi.

 

Participants will be encouraged to take concrete steps to apply program principles to their own situation.  They will be taught to use program concepts to identify problems and opportunities in their own environments and to use planning, teamwork and networking to take the initial steps to take advantage of identified opportunities.

 

Objective 4.  Program assessment. An assessment questionnaire will be developed as the workshop details are finalized.  The instrument will cover the appropriateness and applicability of the workshop materials and methodologies.  Assuming that computers and printers are available, the questionnaire will be modified to reflect workshop events. Workshop participants will answer the questionnaire near the end of the workshop. Follow up information will also be attained.  Workshop participants and the sponsoring micro-credit organization will be contacted regarding whether participants have been able to take steps to take advantage of identified opportunities

 

Objective 5.  Revision, re-delivery, and dissemination. A revised program needs to take into account participant response to the initial workshop. However my intension is to revise for a wider population than those associated with one industry from one country. Therefore, revisions should take into account  diverse perspectives, including potential trainees, professional trainers, sponsoring agency experts, NGO workers and business professionals in multiple countries from the developing world.

 

Objective 6. Publishing.  I am in the process of writing an article describing the goals and rationale for this project.  The article deals with using strategic management concepts and adapting them to small businesses in the developing world. This article  is targeted to a hi level strategic management journal such as the Strategic Management Journal. A second article will report the implementation and the immediate results of the program, and third article will report and discuss the project as a whole, its intentions, near term and long term results and implications for micro-enterprise organizations to adapt to a changing global environment.

 

 

Evaluation

 

Objective 1. Develop the program.  The developed program must be comprehensive, relevant and understandable for the target population of developing world small business entrepreneurs.  .  Expert members of Non Governmental Organizations, Sponsor Agencies, and a representative population of resident entrepreneurs should approve the program before it is implemented.

 

Objective 2. Arrange sponsorship and sight arrangements. If such arrangements are successful, the result will be the actual occurrence of the training program

 

Objective 3.  Program presentation.  Trainees will assess the effectiveness of training by answering  assessment questionnaires.  The more important criteria consist of trainees applying what they learn to take advantage of the opportunities inherent in the inevitable modernization of the business environment that surrounds them. I will contact workshop participants and the governing micro-credit organizations as to whether steps have been taken to take advantage of identified opportunities.

 

Objective 4.  Program assessment.  Assessment will be successful if results from assessment efforts are clear and interpretable.  Scholars, expert members of Non Governmental Organizations and Sponsor Agencies, and a representative population of resident entrepreneurs should be able to understand the assessment information and whether training was successful or not.

 

Objective 5.  Program revision. Revision should be clear and perceived appropriate to important publics, including potential trainees, professional trainers, sponsoring agency experts, NGO workers, potential trainees, and business professionals in the developing world.

 

Objective 6. Publishing. This objective will be met if articles are accepted for publication.

 

 

 

Tangible Outcomes:

 

1.      Three articles

 

1. An explanation of the problem that micro-enterprise owner/operators face, their potential options and opportunities, and a plan to train them to take advantage of these opportunities, in short an expanded and theoretical justification of this Sabbatical

 

2.      A description of the program and the results of its implementation.

 

3.      An analysis of results of training in terms of the degree to which such training can help solve the problems it was designed to solve.  This article will also discuss implications for micro-enterprise organizations as they attempt to adapt to a changing global environment

 

2. The program itself

 

3.  University Lecture

 

A lecture on the results and implications of this project will be presented to the entire university in the Fall of 2008

 

Reading List

 

Allison, M. and Browning, S., 2006. Competing in the cauldron of the global economy: tools, processes, case studies, and the theory supporting economic development.  International Journal of Economic Developmen,t vol.33, nos 2,3, p. 130

 

Arinaitwe, S. K., 2006. Factors constraining the grown and survival of small scale businesses. A developing country analysis. Journal of the American Academy of Business, vol. 8, No. 2. p. 167-178

 

Bornstein, D.,  2005. The Price of a Dream, The Story of the Grameen Bank, Oxford University Press, New York

 

Cook, R. G., Belliview, P., and VonSeggem, K. L. 2001, The case of microenterprise training: Beta test findings and suggestions for improvement. Journal of Development Enterprise, vol. 6, no. 3, 256-268

 

Easterly, W., 2006.  TheWhite Man’s Burden.  The Penguin Press, New York.

 

Heimstra, A., van der Kooy, M. F., and  Frese, M.,2006  Entrepreneurship in the street food sector of Vietnam – Assessment of psychological success and failure factors.  Journal of Small; Business Management, vol. 44, no.3, p. 474-481.

 

Kerr, I. R., 2006, Leadership strategies for sustainable SME operation. Business Strategy and the Environment, vol. 15, no. 1, pg. 30.

 

Luke, R. and Stares, R., 2005.  Small business responsibility in developing countries: A threat or an opportunity?  Business Strategy and the Environment, vol. 14, no. 1, Jan./Feb., pg. 38.

 

Maes ,J. and Basu, M., 2005. Building economic self-reliance: Trickle up's microenterprise seed capital for the extreme poor in rural India.  Journal of Microfinance, vol. 17, no. 2 , p. 71-99

 

Singh,R. K., Garg, S. K., and  Deshmukh S. G., 2006.  Strategy Development by Inidan SMEs in the Plastic Sector: An empirical Study.  Singapore Management Review, vol. 28, no. 2, p. 65-83.

 

Schaper, M. T., Campo, M., and Imukuka, J. K., 2005. The training and management needs of micro-firms. Training and Management Development Methods, vol. 19, no.2,  p. 13-22

 

Tidd, J., (1997). Complexity networks and nearning: Integrative schemes of learning innovative management.  International Journal of Innovative Management, vol. 1, no. 1, p. 1-21

 

Conferences to attend:

           

            Computer Society of India-Special Interest Group on E-governance,  Hyberadad, India

 

Grant Proposals to submit:

 

 NASDAQ inquiry letter

                 Arthur B. Schultz foundation inquiry letter

             Coca Cola Foundation

 

 

Expected Time Line

 

Prior to February 2008. 

 

Submit grant proposals

 

Arrange program location for first workshop

Reserve audio visual equipment

Arrange for interpreter and language translation

Recruit and register participants

 

Develop program

 

Submit  rationale for the program for publication

 

February 2008

 

Refine program

Execute first Workshop

Evaluate program

 

March- April 2008

 

Arrange program location for second workshop

Reserve audio visual equipment

Recruit and register participants

 

Revise program for a different and perhaps more diverse set of participants

 

May 2008

 

Execute second Workshop

Evaluate program

 

June 2008

 

Publish results and implications

Distribute program

 

Rationale

A.  How the activity will make the faculty member a more effective teacher. 

This project which will improve my understanding of strategy effectiveness in other countries. It will help me teach International Management which I teach every two or three years, because a major portion of that course focuses on strategy. The project will also help me teach the three strategy courses that I teach, two of them regularly.  Because in today’s world, Strategy courses must have a unit in international strategies, and undertaking this project will help teach that portion.. 

            In addition, this project requires me to network with professionals in other countries and communicate with learners from at least one other culture.  As UWW classes become more diverse, my sabbatical experience will help me gain a more complex understanding of students with backgrounds different than mine.

 

B. How the activity fits with the faculty members long term plans.

 In the past ten years or so, I’ve become more ‘international’ in my professional activities.  I use cross-cultural exercises in all my behavior classes and frequently invite speakers from other countries to address my students.  There are international units in all my strategy classes, and when there are international students in my classes, I purposely try to get their perspective on course materials. In the past five or so years, an increasing proportion of my scholarly activities have been devoted to international issues. So this project simply advances a trend already in progress.

 

In addition as suggested in my justification section above I believe that micro-enterprise development is a major engine that drives economically poor economies to develop.  The process I intend to study is at present ubiquitous, the problems that I will encounter are well-documented and serious, and the programs I intend to develop as a solution could be very beneficial.  Even if the programs are not successful, what can be learned from the effort should be of benefit to scholars and professionals interested in helping micro-enterprise owner/operators adapt to a changing market place. The project will contribute to an important field.  On of my goals is to contribute to an important developing field.

 

Finally, I like teaching and feel fulfilled when I am using my abilities to help people learn and apply knowledge to better manage their endeavors. What better way to use my talents than to help small business enterprises survive and grow in a threatening environment. 

 

2C  Explain how the activity is related to departmental plans college priority areas, University values mission, objectives or goals and/or the Board of Regents Educational Committee Emphasis.

 Both the University objectives and the Board of Regent Emphases refer to international issues.  This project is explicitly international in focus. The Board of Regents Emphases lists collaborative program activities.  This project requires collaboration with NGO’s and Micro-credit organizations in India.  MORE

 

 

 

 

 

APPLICANT DATA

 

Education:  Ph. D. from the School of Management, Case Western Reserve University May 1974

 

Faculty Status and Expertise:

 

I am  a Full Professor of Management. 

 

I have taught virtually every graduate course offered by the general management group of the Management department including three courses very relevant to this project: International Management, Strategic Decision Making and Strategic Management.

 

Until, recently my professional focus has been on experiential learning.  The majority of my presentations and publications have been about learning.  I consider myself a teacher and am comfortable with a variety of teaching methods including experiential exercises, business simulations, cases lectures using power point.  In many of my courses I do not use text books.   As a result I feel equipped to develop a training program

 

My ratings

My Perdue ratings for international Management were 4.45 in F 03

 

My ratings for Strategic decision making were 4.14 in F 04 and 4.43 in Sp 06

 

My ratings for Strategic Management were 4.13 in Su 04, 4.23 and 4.59 in 2 sections  in Su 05, and 4.47 in F 05

 

My graduate ratings average about 4.3, which is about average in our department.

 

My undergraduate ratings average about 3.8.  This is below average.  Ninety percent of the undergraduate sections that I teach are core courses.  I am among the five lowest graders in the college of Business and Economics.

 

My peer ratings are consistently in the mid to high 90’s.

 

Recent Publications: those dealing with international management and learning outcomes

 

Quality and developing countries: the role of international and organizational factors.

International Journal of Quality and Reliability Management, 2005, 22 (5) , 452,-464 with Sanil Babbar and Sameer Prasad

 

A review of scholarship on assessing experiential learning effectiveness.  Simulation and Gaming, (2004)Vol 35, 2, 270-293

 

An exploration of game-derived learning in total enterprise simulation. SIMULATION AND GAMING,  September 2001, P. 32 (3), 281-296 with J. Washbush

 

Recent presentations: those dealing with learning

 

A direct approach to teaching Business Ethics: Annual conference of ABSEL, the Association of Business Simulation and Experiential Learning, San Francisco, March 22-24, 2006 with Jon Werner

 

Active Learning:  What Is It and Why Should I Use It?  A panel. Annual conference of ABSEL, the Association of Business Simulation and Experiential Learning, Orlando, March 22-24, 2005 with Sandra Morgan, Linda Martin, Barbara Howard, Paul H. Mihalek, Jerry Gosen

 

Analyzing and thinking while playing a simulation. Annual conference of ABSEL, the Association of Business Simulation and Experiential Learning, Orlando, March 22-24, 2005

 

Research on assessing the effectiveness of experiential and simulation learning approaches, as part of a panel on the effectiveness of experiential and simulation learning approaches. Annual conference of ABSEL, the Association of Business Simulation and Experiential Learning, Baltimore March 20-22, 2003

 

Web Course Instruction: Two Instructors’ Perspectives with William Drago.  3rd annual conference on innovative teaching in human recourses and industrial relations, Columbus OH Nov 2-4, 2002

 

The effectiveness of the internet for MBA course delivery: The instructor’s  perspective.  The first international conference on electronic  business. Hong  Kong, Dec. 20-22, 2002

 

Articles in process: all dealing with international management

 

1. International and Organizational Factors Affecting Location

and Supply Chains in Developing Countries with Helena Addae, Sanil Babbar and Sameer Prasad

Under editorial review

 

2. Training to help developing world micro-enterprise owner/operators survive and thrive in a rapidly modernizing global environment. This paper furnishes the background and rationale for my sabbatical.  In progress; draft available

 

3. National culture: To what degree and in what respects does it matter in international business relations? with Praveen Parboteeeah  In progress; draft available

 

Recent Grants Received 9. A BEHAVIORALLY-BASED EVALUATION OF LEARNING IN A TOP-MANAGEMENT BUSINESS GAME, $1000, March 2004

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Rationale:

 

Sketchy outline of what I think I should write:

 

The problem.. the solution : what MCE need to do.  The justification of need for traning .  The evidence that trainingg will work.  What to train for.

    Justification and context, in terms of  problem addressed and justification for intended solution.

While developing countries are industrializing at a rapid pace, large proportions of people in these countries are still mired in grinding poverty, and while foundations and charitable organizations are contributing extensive amounts of money in these underdeveloped areas, the poverty remains, particularly in the rural areas.  Development occurs in rural areas too, but it is often slow. Research (Easterly, 2006) suggests that the development that does take place occurs primarily as a result of the economic activity and industriousness of tiny entrepreneurs plus the financial support for associations of such entrepreneurs, commonly called micro-credit associations (Bornstein, 2005).  According to the United Nations (2005) such financial support has helped 20 million people in the world’s poorest countries.

 

Even though they operate in rural environments lacking in modern facilities and infrastructure, these are small businesses, which need to do most of the same things that other businesses do.  They need to attain supplies, attract customers, sell, and keep tract of operations.  Many of these organizations do some sort of manufacturing, provide customer service, plan for the future and pay for services and employees.  Therefore it is reasonable to expect that management principles apply to these small businesses just as they do to small businesses in more developed environments and business in general.  Applied appropriately, these management principles improve the effectiveness and profitability of businesses everywhere and if applied successfully to these small, poor enterprises, they could help improve operator incomes and help local economies grow and local standards of living improve.

 

A relatively recent problem has arisen that confronts micro-enterprises. The business environment is changing in a way threatening to these people.  Markets are modernizing more choices are available to consumers. In addition as infrastructures modernize and more and faster modes of transportation become accessible, more products become available to buyers from a more diverse set of outlets.  Improved economies raise the standard of living of communities, which means that more people have disposable income which they can spend in a greater variety of stores.  This puts micro- enterprises at a disadvantage.  Their customers who used to buy exclusively from them can now go to more outlets and choose from a greater selection of items.  For example a buyer may have bought locally grown fruit from a micro-enterprise, but now can buy fruit, vegetables, and grains grown all over the world from a newly established grocery store.  A woman may have bought all of her dresses from a micro-enterprise that sold traditionally styled clothes worn by all the women in the local area. However now there is a dress shop not far away that sells western styled clothes, and because the neighborhood has an internet café, some can order clothes on the internet.

For example,  Pasad and Tata (under editorial review) observe that demand has been falling for silk Saris weavers in India because of changing tastes and competition from synthetics and cotton blend fabrics.  From a general management point of view, this is a strategic problem.  The market in rural India is no longer supporting  a certain strategy to the degree that it used to, namely the production of made to order Saris, made of silk, hand woven and sold in very small stores.   The outlook is dim for many of these  Saris weaver-store owners. Their customers will become wealthier and buy a greater variety of garments from a greater variety of outlets.  Strategic theory suggests that options are available for these owner-operators.

 

The changing environment also presents opportunities to these businesses.  Many of the  same trends towards modernization are available for these entrepreneurs to take advantage of.  They only need knowledge and understanding of the trends and the skills to benefit from them.  The understanding and skills can be gained with training. Kantor (2005) states that training and better access to markets and capital equipment leads to economic outcomes for micro-enterprises. Marconi and Mosley (2006) found that micro-enterprises that received training from their micro-credit organizations were much less likely to default than enterprises that received only loans from the micro-credit associations. Maes and Basu (2005) reported that training was an integral part of the Trickle Up Program which helped micro-enterprises in 14 countries move from extreme vulnerability to economic self-reliance

 

The purpose of this project is to apply the afore mentioned management principles to train micro-credit enterprise owner-operators adapt and succeed in the face of the changing business environment. 

 

The program’s content.  The content’s program should cover  the situation that these entrepreneurs face and the choices and opportunities available for coping with a potentially threatening environment. It should emerge from local expert assessments of the training needs of the entrepreneurs as well as recommendations (both explicit and implicit) from the literature.  Pertinent sources of literature include articles explicitly focused on micro-enterprises,  afore mentioned literature should help to determine what the training program should cover.  First and foremost the program


There is a body of literature that explicitly designed to apply to small business in less developed economies (here to refereed to as micro-enterprises). This literature is presently in its infancy.  Most of this literature is of the advocate variety in that articles advocate principles that should help micro-credit businesses improve. However some articles are case studies, and there a finite number of articles that report empirical research. This literature is

 

There is also a small body of literature that pertains to the supply chain concerns of these micro-enterprises.  DeTomas (1978) and Prasad, Tata, and Madan (2005) discuss the need for market certainty in order to guide inventory and production. When demand is unpredictable, then inventory costs rise, supplies are unavailable and capacity may be underutilized. One article (Maldonado, 1993) discusses legal issues for micro-enterprises and reports that for the most part, micro-enterprises do not operate in an orderly legal environment, .  These enterprises because they are small operate almost independently of regulations and pay no taxes.

 

Studies have also found that networking has a positive impact on results for small businesses, but Lu and Beamish (2006) found that longevity decreased for international joint ventures created by Japanese small businesses.

 

One article () assesses the relative effectiveness of various approaches to strategic planning.

 

The workshop is likely to focus on core competencies. According to Singh, Garg and Deshmukh (2006), small businesses in turbulent environments need dynamic strategies.  The key task for these businesses is to identify core competencies and add those that lead to competitive advantage. The recommend that the identification of market changes and the introduction of new technologies become priorities. In their sample of small plastics firms in India, they found that that a majority of businesses used information to optimize decisions and that a focus on changing competencies correlated positively and significantly with organizational performance.

 

 

 

It will likely also focus on knowledge and skill acquisition. Singh, Garg and Deshmukh (2006) cite Nonaka and Takeuchi (1995) in arguing that knowledge and skills have become a company’s means competitive advantage because it will help in developing various competencies by organizations for sustaining market position.

 

Kantor, P. (2005) Determining women’s micro-enterprise success in Ahmedabad, India: empowerment and economics.  Feminist Economics, 11, 3, 63

 

 

Lu, J. W and Beamish, PW (2006).  Partnering strategies and performance of SME’s international joint ventures. Journal of Business Ventures, 21,  (4), 61

 

Maes ,J. and Basu, M. (2005 ) Building Economic Self-Reliance: Trickle Up's Microenterprise Seed Capital for the Extreme Poor in Rural India  Journal of Microfinance, 17, 2 ,71-99

 

Nonaka, I. and Takeuchi, H.(1995) The Knowledge Creating Company. Oxford University Press: New York

 

Singh,R. K., Garg, S. K., and  Deshmukh S. G. (2006) . Strategy Development by Inidan SMEs in the Plastic Sector: An empirical Study.  Singapore Management Review, 28, 2, 65-83

 

Tidd, J. (1997). Complexity Networks and Learning: Integrative Schemes of Learning Innovative Management.  International Journal of Innovative Management, 1, 1, 1-21