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Helpful tips in preparing faculty research grant proposals: An editor's perspective
To assist with preparing faculty research grant proposals for our next round of grant proposal submissions (the Call for Faculty Research Grant Proposals for Spring 2013 and Summer 2013 will be issued on October 1, 2012), Dr. Liebowitz will present some helpful tips for aiding faculty in developing and writing their faculty research grant proposals. These will include best practices developed from both the experiences of the UMUC Faculty Research Grant Committee, as well as useful heuristics from the experiences of others. Those who are interested in submitting grant proposals for the next round are strongly encouraged to attend the WebEx.1
Helpful Tips in Preparing Faculty Research Grant Proposals: An Editor’s Perspective
Jay Liebowitz, D.Sc.
Orkand Endowed Chair in Management and Technology
Chair of the Faculty Research Grant Committee
University of Maryland University College
[email protected]
Speaking on Behalf of the UMUC Faculty Research Grant Committee
•Faculty Research Grant Committee Members: Bob Goodwin, Cynthia Davis, John Aje, Theo Stone, Denise Nadasen, Jay Liebowitz (Chair)
2 3
My Editor’s Experience
•Founding and Current Editor-in-Chief, Expert Systems With Applications: An Int. Journal (Elsevier); entering Vol. 40; Ranked top-tier journal via most recent 2011 Thomson impact factors; 1.8 million articles downloaded worldwide in 2011; 10-15 manuscripts submitted daily worldwide
•Associate Editor, Int. Journal of Teaching and Case Studies (Inderscience)
•Former Series Editor, Pergamon Press/Elsevier CS-related journals
•Former Associate Editor, Telematics and Informatics: An Int. Journal (Elsevier)
•Former Founding Editor-in-Chief, Failure & Lessons Learned in IT Management: An Int. Journal (Cognizant Communication Corp.) 4
What Do I Look for as a Journal Editor?
•Fits within the aims and scope of the journal
•Follows manuscript guidelines
•Well-written
•The research provides a significant contribution to the existing literature
•Thorough literature review (with most recent references in the field) and appropriate research methods employed
•Detailed analysis, discussions, and conclusions
•Lessons learned, limitations, and future work 5
Thomson ISI Master Journal List
•About 9,000 journals
•Top 2 reasons for manuscript rejection:
–Flawed or poorly planned study design
–Lack of detail in methods Faculty Research Grant Program at UMUC
•Started in 2010 out of the Provost’s Office
•4K for single-PI; $5K for Co-PIs to be split evenly; normally for one semester research work)
•20-30% acceptance rate
•Each round, we typically receive anywhere from 30-60 proposals worldwide
•Open to all UMUC adjunct, NOL, and Collegiate faculty in US and Worldwide
6 Next Round of Faculty Grant Research Proposals for Spring/Summer 2013
•Opens October 2, 2012
•Grant Proposals Due: November 15, 2012
•Notification of Awards: December 20, 2012
•Proposals limited to 3 single-spaced pages, not including the reference list, letter of support from your supervisor, letter/email of permission from Office of Institutional Planning, Research, and Accountability, copy of IRB form submission, and current CV of PI and any co-PIs
7 Proposal
•Title and abstract of the research proposal
•Faculty member’s name and contact info
•Proposed research semester
•Description and goals for proposed research
•Brief literature review and summary of current knowledge in the topic area to be investigated
•Timeline of research tasks
•Expected deliverable outcomes of the research
•Expected benefits to you, your program, and/or to UMUC
•Target publication or conference for disseminating the research results
8 Selection Criteria
•Alignment with areas of interest to UMUC
•Expected impact and benefits of the research to UMUC
•Originality, that is, research that has not already been published
•Sound research design
•Feasibility of the research design for completion during the time proposed and with facilities and/or equipment available
9 Deliverables Expected
•Summary report, of no more than 2 single-spaced pages, to be sent no later than one month after the conclusion of the research semester
•Share results of your research via a UMUC forum (e.g., Lunch & Learn faculty research seminar (F2F or virtual—e.g., WebEx), ShareFair, etc.)
•Include any deliverables (conference/journal papers/presentations, etc.) resulting from your funded research
10 The Research Process pshsresearchunit.webs.com/Modules/BSICR%20Ch%204.pdf Good Applied Research Design: Five Components
1. Goals: Why is your study worth doing? What issues do you want it to clarify,
and what practices and policies do you want it to influence? Why do you want to
conduct this study, and why should we care about the results?
2. Conceptual framework: What do you think is going on with the issues, settings,
or people you plan to study? What theories, beliefs, and prior research findings
will guide or inform your research, and what literature, preliminary studies,
and personal experiences will you draw on for understanding the people or issues
you are studying?
3. Research questions: What, specifically, do you want to learn or understand by
doing this study?
4. Methods: What will you actually do in conducting this study? What
approaches and techniques will you use to collect and analyze your data, and how
do these constitute an integrated strategy?
5. Validity: How might your results and conclusions be wrong? What are the
plausible alternative interpretations and validity threats to these, and how will you
deal with these? How can the data that you have, or that you could potentially collect,
support or challenge your ideas about what’s going on? Why should we believe
your results?
Joseph Maxwell (2008), “Chapter 7: Designing a Qualitative Study”, Applied Research Designs: Sage Publications. http://www.corwin.com/upm-data/23772_Ch7.pdf Sample Observations
•“We've seen a lot of proposals that have had weak research questions (i.e., questions that are not easily answerable or otherwise non-directional, for example: ‘We propose to explore how rubrics can lead to inconsistent grading across sections’ vs. a more directional research question such as ‘Through the use of multiple readers vs. one reader, we propose to identify points of inconsistent scoring in the rubrics across sections.’)”
•“We’ve also seen methodologies that don’t seem to address answering the question, are vague, or seem overly ambitious for the scope of the funding period.”
13 Helpful Tips
•Be sure to cite your research question, the need for your work, and explain your research methodology
•Include a short description of other research you have previously conducted, as well as a brief literature review (including recent sources) from others
•Make sure you have a representative sample size
•We allow for various research methodologies (e.g., quantitative, qualitative, exploratory, etc.)
•Discuss the value of your research to the field and specifically its impact to UMUC
•Highlight how you will disseminate your results
•If using human subjects (UMUC students or others), you must get approval from the Office of Institutional Research
•Be sure that your proposal is well-written, free of grammatical errors, and abides by the page limit
14 15
Failure Breeds Success (Sir Winston Churchill)
•A pessimist finds the difficulty in opportunities, and the optimist finds the opportunity in difficulties
•The optimist finds the success between the failures 16
Summary
•Look at UMUC Research and Scholarship site: http://www.umuc.edu/library/libresearch/
•Sign onto an EBSCO Alert through the Library to get latest articles in your research area sent to you each week
•Do your homework!
•Perseverance will get you far
•Set goals and objectives
•Think “continuous improvement” (Working paper, conference paper, journal article
How business intelligence and social interaction amplify organizational cognition
To perform a systematic review on the acts of using information, reviewing, discussing, and planning as a single phenomenon where individuals come together to make strategic decisions.Supported Component
Positive Discourse
Gives direction for the conversation
Upcoming schools of thought in the 10-school process may promote more discussion
Gives a forum for discussion
Once Expression of Diversity comes out, either the person is reinforced that senseseeking yields benefits or does not
Expression of Diversity
Gives opportunity to sense gaps and ask for clarification
The 10-school process demands different skills and different views of the world at different times
Controls what can be discussed at any given time (negative freedom)
CRISP-DM
Helps define business problem being solved
Several schools promote crisp-dm
Ten Schools of Strategy
Is established early in the process, gives objectives for the 10 schools
Visioning
Has a loop back mechanism to redefine the problem which might affect visioning
Helps redefine visioning when needed, if the definers of the vision (CEO, TMT, etc..) actually listen
Visioning
Ten Schools of Strategy
CRISP-DM
Expression of Diversity
Positive Discourse
Supporting Component
Supported Component
Data Mining
Gives enterprise view
Gives consistency to derived variables
Can lead to complex questions from the interactive session
Can present complex result sets in simplified form
Visualization
Gives quantifiable data for graphics
Gives predictive scores that may need to be presented graphically
Low Level Tools/OLAP
Gives historical view and input to formulas
Gives definitions for input
Can provide simple graphics to big questions
Master Data Manage-ment
Gives objects that need to be defined
Gives examples of how the data needs to be standardized across departments
Data Warehouse
Gives guidance on managing data
Gives examples of how the data can be used and the importance of standards
Data Warehouse
Master Data Management
Low Level Tools/OLAP
Visualization
Data Mining
Supporting Component
Data Mining
Decides what is important to predict
The Ten Schools create questions as business problems to solve
The phases are designed to support data mining
Creativity in how to ask the questions
Visualiza-tion
Visioning can help define what needs to be understood and communicated
The 10 schools can help define what needs to be understood and communicated
The Evaluation Phase may give clear demands of Visualization
Low Level Tools/OLAP
Decides which questions to ask
Configuration school requires more knowledge
Master Data Manage-ment
Decides what data is important
Data Warehouse
Visioning
Ten Schools of Strategy
CRISP-DM
Expression of Diversity
Positive Discourse
Positive Discourse
Use of data is consistent in order to reduce arguing
Provides a common vocabulary across employee positions
Questions can be answered quickly
Reduces time in absorbing key concepts
Expression of Diversity
Challenges assumptions with data
Creates common vocabulary
Creativity and originality in interactive sessions
CRISP-DM
Aids in data understanding
Reduces time for data preparation
Ten Schools of Strategy
Data is needed in which schools?
Visioning
Data Warehouse
Master Data Management
Low Level Tools/OLAP
Visualization
Data Mining
How Business Intelligence and Social Interaction Amplify Organizational Cognition STEPHEN P. PENN, Data Mining Specialist, UMUC Candidate for the Degree of Doctor of Management University of Maryland University College
July 6, 2012
Focus & Scope
Significance & Implications
Findings
Literature Review
Research Approach & Formation of Argument
Key Propositions from LR
Conceptual Framework
Research Question
To perform a systematic review on the acts of using information, reviewing, discussing, and planning as a single phenomenon where individuals come together to make strategic decisions.
Independent Variables: Strategic Decision-Making (processes & outcomes), Behaviors of Individuals (roles, responsibilities, & activities), Business Intelligence (BI) Tools (data & analytics)
Dependent Variables: Quality of Strategic Decisions, Organizational Cognition
A company’s Organizational Cognition Effectiveness is the product of its maturity in the two models.
If a company can perform an honest assessment of itself against the two maturity models, then a plan can be developed to achieve greater effectiveness in organizational cognition.
A firm amplifies its organizational cognition by advancing its decision-making process through the maturity models in a balanced approach over time.
Strategy can be viewed as a series of decisions (Simon, 1997)
Formation of strategy can be viewed as practice (Johnson, Langley, Melin, & Whittington, 2007)
Decision-making is an open system (Katz & Kahn, 1978)
Information is fuel for decision-making and BI is a producer of that fuel (Davenport, Harris, & Morison, 2010)
Social interaction and discourse is the through-put for the decision-making process (Jarzabkowski, Balogun, & Seidl, 2007)
Organizational cognition is a core competency (Nobre & Walker, 2011)
How can leaders of an organization influence the actions surrounding strategic decisions in order to yield more value for the customer and increase mission-critical organizational metrics than competitors?
Business Intelligence components form a graduated scale, or maturity model.
Social Interaction components form a graduated scale, or maturity model.
Business Intelligence components support higher level Social Interaction components.
Social Interaction components support higher level Business Intelligence components.
Supported Component
Supported Component
Supporting Component
Supporting Componen
Model of collaboration and scientifc networking for enhancing research productivity and innovation programs
Abstract:
In this talk, we will present a model of collaboration among researchers by analyzing the scientific connections that are established during their professional careers and devising patterns of cooperation among researchers that prove useful in enhancing scientific research productivity. Also, the model is used to foster multidisciplinary collaboration in innovation for entrepreneurship programs leading to the spin-out initiatives and creation of start-up companies based on research outcomes. The model is based on concepts of graph theory and uses methods of social network analysis for finding patterns of behavior in research projects and publication co-authorship. The analysis shows the advantages of collaboration for improving the quality of publications measured in terms of citation metrics and impact factors as well as in the effectiveness of entrepreneurial efforts. The model is illustrated with the 10-year experience in managing the Research Chairs Programs and the associated Incubation Cell Program for starting Technology-based companies, both at Tecnologico de Monterrey.Campus Monterrey
12-nov-12
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A Model of Collaboration and Scientific Networking for Enhancing Research Productivity and Innovation Programs
Francisco J. Cantu Campus Monterrey
Thanks
Dr. Jay Liebowitz
Orkand Endowed Chair in Management and Technology
The Graduate School
University of Maryland University College
12-nov-12
2 Campus Monterrey
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3 Campus Monterrey
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2012 Campus Monterrey
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5 Campus Monterrey
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2011 Campus Monterrey
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7 Campus Monterrey
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Etymology: Latin
Co - Together
Laborare - Work
Working Together
Collaboration Campus Monterrey
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9 Campus Monterrey
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10 Campus Monterrey
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My MSc Days at NDSU Campus Monterrey
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Part 1 of MSc Thesis
Finding an equilibrium solution of a type of n-person non-zero sum game in Cournot oligopoly Economic Theory
Nash/Cournot Equilibrium found by Competition Campus Monterrey
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Part 2 of MSc Thesis
Finding an better-off solution of a type of n-person non-zero sum game by Cooperation
Pareto Equilibrium found by Cooperation Campus Monterrey
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Part 3 of MSc Thesis
Apply the algorithms to a real case scenario: Potatoe production and distribution in the USA
Collaborative Interdisciplinary work with the Agriculture Economics department Campus Monterrey
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My PhD Days at Edinburgh Campus Monterrey
Agenda
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1
•Overview of Research Collaboration
2
•Models of Research Collaboration
3
•Case Studies
4
•Conclusions Campus Monterrey
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Overview of Research Collaboration Campus Monterrey
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(1997) J. Sylvan Katz and Ben R. Martin ESRC Centre for Science, Technology, Energy and Environment Policy, Science Policy Research Unit, University of Sussex, UK
What is research collaboration? Campus Monterrey
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•The concept of 'research collaboration' is well understood
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•We are dealing with essentially the same phenomenon, whether we are concerned with collaboration between individuals, groups, institutions, sectors or nations
3
•We can in some way measure the level of collaboration and hence determine whether or not it is changing as a result of a particular policy
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•More collaboration is actually better, whether for the advancement of knowledge or for exploiting the results of our scientific endeavors more effectively
Assumptions Campus Monterrey
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•What is research collaboration?
2
•What motivates collaboration?
3
•Who are the collaborators?
4
•How can one measure collaborative activity?
5
•What are the benefits and costs of collaborating, and the implications for research policy?
Research Questions Campus Monterrey
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Types of Collaboration Campus Monterrey
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•Researcher to Researcher: R2R
2
•Group to Group: G2G
3
•Institution to Institution: I2I
4
•Researcher to Institution: R2I
5
•Country to Country: C2C
Types of Collaboration Campus Monterrey
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July 26-27, 2010 Washington, D.C.
International Research Collaboration Campus Monterrey
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1
•Creating an environment for Research Collaboration
2
•Cultural Differences and Nuances
3
•Ethical Issues in International Industry-University Research Collaboration
4
•Research Integrity and the Responsible Conduct of Research
5
•Risk Management in International Collaboration
6
•Other Issues: IP, Export Control, Legal Issues, Agreement
International Research Collaboration Campus Monterrey
How can we measure research collaboration, and in particular whether we can do so through the analysis of multiple-author papers?
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Measuring Research Collaboration Campus Monterrey
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A Model for Research Collaboration Campus Monterrey
(2001) M. E. J. Newman
Santa Fe Institute, 1399 Hyde Park Road, Santa Fe, NM 87501, November 13, 2000 (received for review July 12, 2000)
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The Structure of Scientific Collaboration Campus Monterrey
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•Stanley Milgrams (1967) Six Degrees of separation
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•Spreading of information, disease propagation
3
•Electric power, internet, air traffic networks
4
•Network of actors
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•Network of scientific collaboration by writing papers
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•Scientific acquaintance: Co-authoting a paper, Erdös Numbers
The Structure of Scientific Collaboration Campus Monterrey
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•Distance between authors
2
•Number of collaborators a scientist shows
3
•Number of papers collaborators write
4
•Degree of ‘clustering: probability that two of a scientist’s collaborators have themselves collaborated
The Structure of Scientific Collaboration Campus Monterrey
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The Structure of Scientific Collaboration
(2001) M. E. J. Newman Campus Monterrey
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2007 Campus Monterrey
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32 Campus Monterrey
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33 Campus Monterrey
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34 Campus Monterrey
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35 Campus Monterrey
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2 Campus Monterrey
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2 Campus Monterrey
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1
5 Campus Monterrey
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11 Campus Monterrey
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1
11 Campus Monterrey
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7 Campus Monterrey
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43 Campus Monterrey
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What are the sources of data for Research Collaboration? Campus Monterrey
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•SCOPUS
2
•ISI Web of Science
3
•Google Scholar
4
•Proprietary databases
Data Bases Campus Monterrey
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I2I Research Collaboration Campus Monterrey
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•Highly intensive (N >= 50 K)
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•Intensive (10 K < N < 50)
3
•Moderate (1 K < N < 10 K)
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•Low ( < 1 K)
Research Universities Campus Monterrey
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50 Campus Monterrey
Collaborating Institutions
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51 Campus Monterrey
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52 Campus Monterrey
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53 Campus Monterrey
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Collaborating Institutions Campus Monterrey
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55 Campus Monterrey
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56 Campus Monterrey
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Where they publish Campus Monterrey
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Collaborating Institutions Campus Monterrey
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Main Authors Campus Monterrey
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Specialized Universities Campus Monterrey
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61 Campus Monterrey
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62 Campus Monterrey
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Collaborating Institutions Campus Monterrey
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64 Campus Monterrey
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65 Campus Monterrey
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Collaborating Institutions Campus Monterrey
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ISI Web of Science Campus Monterrey
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68 Campus Monterrey
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R2R Research Collaboration Campus Monterrey
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Google Scholar Campus Monterrey
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71 Campus Monterrey
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72 Campus Monterrey
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Research Gate Campus Monterrey
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DBLP Campus Monterrey
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DBLP Campus Monterrey
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A Case Study on Research Collaboration Campus Monterrey
A Research Chair
Principal Investigator
5 Adjunct Professors
4 PhD Students
6 Master Students
5 Undergrad Students
Posdoctral Researcher
22 Researchers per Chair
85 Research Chairs
+1,800 Researchers
+56,000 publications Campus Monterrey
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78 Campus Monterrey
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79 Campus Monterrey
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80 Campus Monterrey
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Network Size Campus Monterrey
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Types of Collaborators Campus Monterrey
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83 Campus Monterrey
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84 Campus Monterrey
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85 Campus Monterrey
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86 Campus Monterrey
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A Case Study on Innovation Collaboration Campus Monterrey
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Student
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Supervising Professor
Scholarships
Prototyping
Research Support
Library Resources
Intellectual Property
Administrative Support
Networking and Seed Capital
Incubation SUpport
Other Students
POstdocs
Model of Incubation of Technology-based Companies Campus Monterrey PhD Studies Courses Thesis and publications Graduation Incubation Business Oportunities Business Plan Incubation proposal R&D Prototyping as Scaling-up Patent Filing Funding Company development Specialized support Company start up Incubation ends Acceleration (Posdoctorado) Investors Accelerationn Leaves Incubator
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Model of Incubation of Technology-based Companies Campus Monterrey
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Model of Incubation of Technology-based Companies
Technology-based companies Campus Monterrey
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Patents Filed Mexico, USA, PCT
Patents filed Campus Monterrey
Office for Technology Transfer Campus Monterrey
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Spin-off companies Faculty
Campus Monterrey
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•RC is a rich research field
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•RC is an important strategy for improving researcher productivity
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•Data analytics on RC is useful for assessing institutional or country strategies on science and technology
Conclusions Campus Monterrey
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Thanks for your attention!
Francisco Cantú [email protected]
Electronic collection assessment and benchmarking to demonstrate the value of electronic collections
Presentation goals are to prove reliability of annual assessment process. Ensure collection competitive with peers. ID additional or alternative resources. Ensure compliance with best practices for database coverage. Show value of collections & justify continuing financial support. Objective evidence of library quality for accreditation.Electronic Collection Assessment and Benchmarking to Demonstrate the Value of Electronic Collections
Stephen Miller Associate Provost, Information & Library Services Library Assessment Conference 2012 October 31, 2012 About UMUC
•Part of University System of Maryland
•90k+ worldwide students and faculty
•Non-traditional student focus
•100 bachelors and masters programs
•Doctor of Management Programs
•77% of classes online The UMUC Library
•Resources/Services almost 100% online
•Core collection of 125 research databases
•28 staff – 19 librarians, 9 staff
•Mission:
–Library and information literacy education
–Partnering with UMUC’s schools and faculty
–Worldwide library resources and services Annual Collection Review
•Criteria:
–Usage via login statistics
–Percentage of full-text contained
–Relevance to curriculum
–Overlap with other databases
–Cross-linking activity
–Librarian instructional usage
–Input from faculty Curricular Mapping Project
•Databases supporting academic programs
•Academic programs potentially utilizing databases
•Found wide applicability – most databases have content usable by many programs Database Assessment Projects
1.Library program review with external reviewer evaluation (2010)
2.Benchmarking research database holdings (2011)
a.Peer group database holdings analysis
b.Peer group metrics analysis Project Goals
•Prove reliability of annual assessment process
•Ensure collection competitive with peers
•ID additional or alternative resources
•Ensure compliance with best practices for database coverage
•Show value of collections & justify continuing financial support
•Objective evidence of library quality for accreditation Project 1: Library Program Review
•Based on academic program review process
•Five topic areas:
1.Management and Business
2.Community College Administration
3.Education
4.Cybersecurity
5.Social sciences/humanities
Findings
•Collections sufficient and in many areas exceed expected minimum requirements
•Confirmed reliability of annual review process
•Need for additional resources for IT/Cybersecurity (obtained funding for additional databases) Project 2: Benchmarking
•Peer group chosen using Carnegie Classifications
•Selected only public, non-profit universities because of availability of database A-Z lists and IPEDS survey data
•Included one University System of Maryland institution (Towson University) A-Z List Harvesting
•Different approaches: Inclusive vs. exclusive
•Different naming conventions
•Combined vs. split apart vendor packages
Finding: A-Z lists rely on non-standard local practice and local needs, errors/inconsistencies b/c of development over time. Major Questions/Findings
•If most in peer group subscribe, but not UMUC, why not?
–Database did not fit curriculum or adequate coverage in other databases
•If UMUC subscribes, but not most in peer group, why?
–Database supporting particular part of UMUC curriculum not covered by other resources Metrics Analysis
•IPEDS Data Center tools
•Utilized total collection expenditures vs. electronic collections only
•Ratios of expenditures per FTE
•Staffing, salaries, total library expenditures, holdings and activity data Findings
•Ratio of faculty librarians to staff higher than other institutions
•UMUC generally low in total staff/FTE, total collection expenditures/FTE Overall Results
•External validation of holdings quality and fit to curricular requirements
•Validation of effectiveness of annual review process
•New databases for IT/Cybersecurity
•Case for sustained and additional funding and support of the library Questions?
Stephen Miller
Associate Provost, Information & Library Services
University of Maryland University College
[email protected]
Examination of the role and strategies of mindfulness in effectuating change and organizational transformation
The purpose of the study is to examine, learn, and expand the current literature on mindfulness and change to provide organizations methodologies to use mindfulness in a way that may better facilitate change initiatives leading to organizational transformation.
Through research and study, this inquiry intends to increase the understanding of this construct and develop new understandings and perspectives by examining the mindfulness construct from the Western cognitive perspective.An examination of the role and strategies of mindfulness in effectuating change and organizational transformation
Submitted by
Peter R. Aviles
Doctor of Management Program
Faculty advisors: Dr. G. David Andersen and Dr. Eric Dent
SOARS - October 26, 2012 Purpose and Scope of the Research
Purpose
The purpose of the study is to examine, learn, and expand the current literature on mindfulness and change to provide organizations methodologies to use mindfulness in a way that may better facilitate change initiatives leading to organizational transformation.
Through research and study, this inquiry intends to increase the understanding of this construct and develop new understandings and perspectives by examining the mindfulness construct from the Western cognitive perspective. Research Questions
•
How may mindfulness alter behaviors in organizations?
effort ?
•
To what degree is mindfulness integrated in successful organizational change initiatives?
•
What strategies can organizations employ to increase mindfulness in any organizational change and transformation
•
How may mindfulness/mindlessness affect change in organizations?
•
What steps can organizations take to reduce organizational mindlessness?
•
What are the implications of organizational mindfulness/mindlessness? Significance of this Research for Management
The ever-increasing complexities that challenges organizations to change or reform whether it is called total quality management, reengineering, restructuring or rightsizing; the one thing these terms have in common is that all have the same goal in assisting organizations make fundamental changes in how business is conducted in order to effectively and efficiently cope with a new and challenging market environment (Kotter, 2007).
However, these efforts fail to consider the socio-cognitive aspects of change than can determine the success or failure of any organizational change initiative. Given this reality, there is a void in the literature and therefore establishes the need for additional study. Significance of this Research for Management
This interdisciplinary research may allow for the narrowing of the gap between management and the social/psychological disciplines and may provoke and stimulate further study that extends the current literature beyond the individual cognition to a state of collective mindfulness as described by Weick and Sutcliffe (2001) that may allow for the formulation of multiple and varied enlightened responses for meeting the challenges of change as mindfulness is made more operational in organizations. Main Literature Themes and Authors
Theme - Individual Mindfulness
Langer, E.J. (1989). Mindfulness. Cambridge, MA: Perseus Books Group
Kabat-Zinn, J. (2009). Full catastrophic living: Using the wisdom of your body and mind to face stress, anxiety and depression (Rev.ed.). New York, NY: Guildford Press
Theme – Collective (Organizational) Mindfulness
Rerup, C. (2004). Variations in organizational mindfulness. Academy of Management Proceedings Conference paper MOC: B1.
Weick, K., Sutcliffe, K., & Obstfeld, D. (2000). High reliability: The power of mindfulness. Leader to Leader, 2000(17), 33-38.
Vogus, T., & Welbourne, T. (2003). Structuring for high reliability: HR practices and mindful processes in reliability-seeking organizations. Journal of Organizational Behavior, 24(7), 877-903. doi:10.1002/job.221 Main Literature Themes and Authors
Theme – Mindfulness and change
Fries, M. (2009). Mindfulness based stress reduction for the changing work environment. Journal of Academic & Business Ethics, (2) 1-10.
Jordan, S., Messner, M., & Becker, A. (2009). Reflection and mindfulness in organizations: Rationales and possibilities for integration. Management Learning, 40(4), 465-473. doi:10.1177/1350507609339687
Langer, E.J., & Moldoveanu, M. (2000). Mindfulness research and the future. Journal of Social Issues, 56(1), 129-139.
Theme – Mindfulness and Performance
Chatzisarantis, N.L.D., & Hagger, M.S. (2007). Mindfulness and the intention-behavior relationship within the theory of planned behavior. Personality and Social Psychology Bulletin, 33(663). doi: 10.1177/014167206297401
Dane, E. (2011). Paying attention to mindfulness and its effects on task performance in the workplace. Journal of Management, 37(4), 997-1018. Retrieved from Business Source Complete
Shao, R., & Skarlickli, D.(2009). The role of mindfulness in predicting individual performance. Canadian Journal of Behavioral Science, 41(4), 195-201. doi:10.1037/a0015166 Key Propositions Distilled from the Literature
•
The expansion of the mindfulness construct beyond the socio-cognitive disciplines into the social sciences in areas such as leadership, management, ethics, education, information technology governance, organizational learning and change
•
The influence of schemas, scripts and routines on organizational cognition and behavior
•
Mindlessness is not the antithesis of mindfulness
Key Propositions Distilled from the Literature
There are two perspectives:
•
Eastern rooted in Buddhism
•
Western rooted in cognition
There are two streams:
•Individual – espoused by Ellen Langer, Jon Kabat-Zinn and others on cognition
•Organizational – espoused by Karl Weick as collective mindfulness and evidenced in high reliability organizations Conceptual Framework
Introduction of mindfulness to individuals and in organizations to realize
more mindful organizational change and transformation Thesis statement
The introduction of mindfulness as a cognitive strategy allows examining and scanning of all facets of the environment as to enable individuals and organizations to amend behaviors that increases the likelihood of successful organizational change and transformation.
If individuals are more mindful in meeting the challenges presented by organizational change initiatives, a collective mindfulness may develop and the change may be more effectively executed as a result.
Research Approach & Formation of Argument
•
Conducted evidenced based research focusing on best-evidence synthesis
•
Conducted systematic reviews using the Campbell collaboration, evidence management and the evidence network
•
Researched UMUC database seeking relevant scholarly evidential literature. Also, Google Scholar was researched but 33,000 entries were returned rendering this effort implausible
•
Key search terms were mindfulness and change, mindfulness and organizational change and mindfulness and organizational transformation.
•
Inclusion criteria consisted of peer reviewed articles written in English Findings
•
The concept of reperceiving whereby mindfulness training leads to a fundamental change in relationship to experience leads to changes in self regulation, values clarification, cognitive and behavioral flexibility, and exposure (Carmody et al. 2009, p. 613).
•
The expansion of mindfulness into the workplace including companies like Apple, Dell, Ford, GM, Google, IBM, Nike, 3M, Toyota and Yahoo that have implemented mindfulness training programs. Though the research on mindfulness in the workplace is still in its infancy, the evidence to date suggests that it may have much to contribute to the satisfaction and performance of employees and the effectiveness of leaders (Lee, 2012, p. 26)
•
The unchallenged acceptance of information may be attributed to the abstention of cognitive engagement (mindlessness) which further erodes the ability to differentiate the context within which one is operating Implications for Management Practice
The current processes and strategies may only partially support change efforts and therefore organizations may need to go beyond the current modalities and seek new mechanisms to successfully facilitate and effectuate organizational change. The implication for management change practice is to consider the cognitive aspects of mindfulness in any organizational change initiative rather than automatically and mindlessly reverting to past schema’s, scripts and routines.
Future Research Agendas
There is a void in the literature and therefore establishes the need for additional study and research to identify methodologies and strategies inclusive of mindfulness practices that may possibly close the gap of failure and raise the likelihood of greater success in effectuating change and organizational transformation than currently exists today
M&A performance in post-acquisition: Influence of process and organizational integration
The study focuses on the post-acquisition process, specifically where process and organizational integration contribute to successful acquisition performance.
This analysis defines acquisition performance by the objectives of the acquisition. This often equates to short-term or long-term financial performance but can also represent other measures.M&A Performance in Post-Acquisition:
Influence of Process and Organizational Integration
Sheila Dempsey Chickene [email protected]
Keywords: Consolidation & merger of corporations Mergers & acquisitions Post-acquisition or post acquisition Organizational performance Success in business or business failure•
The study focuses on the post-acquisition process, specifically where process and organizational integration contribute to successful acquisition performance.
•
This analysis defines acquisition performance by the objectives of the acquisition. This often equates to short-term or long-term financial performance (King et al, 2004) but can also represent other measures (Zollo & Meier, 2008). •
Does post-acquisition integration of process and human resource elements lead to successful acquisition performance?
•
Does partial achievement of process integration occur prior to and assist in the completion of organizational integration?
•
Does successful organizational integration enable completion of process integration and achievement of planned synergies?•
It is critical that the acquisition success rate of ~50% improve from an average proposition to an activity expected to succeed in achieving the performance objectives.
•
Research must assist industry in providing answers for increasing the expectation that this process moves from one of chance to one defined more often as a “sure thing”.
•
The expectation is that both corporate management and the employees within the companies affected by M&A benefit from improved acquisition success.Birkinshaw, J., Bresman, H., & Håkanson, L. (2000).
Buono, A. F., & Bowditch, J. L. (1989).
Cartwright, S., & Cooper, C. L. (1990).
Cartwright, S., & Cooper, C. L. (1995).
King, D. R., Dalton, D. R., Daily, C. M., & Covin, J. G. (2004).
Marks, M. L., & Mirvis, P. H. (1992).
Schraeder, M., & Self, D. R. (2003).
Schweiger, D. M., & Denisi, A. S. (1991).
Stahl, G. K., & Voigt, A. (2008).
Zollo, M. & Meier, D. (2008). Literature ThemeDerived PropositionPre-acquisition variablesP1: Pre-acquisition variables influence post-acquisition integration because they determine what dynamics to consider and plan into a successful process.Post-Acquisition IntegrationP2a: The post-acquisition integration process creates the highest threat to as well as the greatest opportunity for acquisition success due to its ability to moderate a successful outcome irrespective of pre-acquisition factors.Leadership in IntegrationP3: Leaders who convey a clear a compelling vision are able to focus employees on the transition plan.Leadership, Communication, and CultureP4a: Leadership coupled with a strong communication plan work together to influence the creation of and the employee identification with a new organizational culture.Employee-Level DynamicsP5: Employees who identify with the post-acquisition organization have higher levels of employee satisfaction and engagement in the integration process.Organizational CultureP6a: Entry of post-acquisition members and development of a combined culture creates alignment of beliefs and values in the new organization.Transition ManagementP7: Initial process integration occurs to meet immediate business needs while complete process integration is dependent on the speed at which cultural integration of the combined company occurs.Organizational IntegrationP8: Positive employee-level dynamics and a combined culture allow for the completion of the organizational integration.Acquisition SynergiesP9: Successful completion of integration processes leads to realization of expected acquisition synergies.Conceptual Model In mergers and acquisitions, process and organizational integration moderate the pace of the other and are, in combination, antecedents of successful post-acquisition performance.•
Use search criteria to include and exclude studies (see next slide)
•
Review included study titles and abstracts for applicability
•
Appraise remaining studies for quality in the context of the research question using assessment criteria tool
•
Include studies with a minimum score of 80%
•
Synthesize information
•
Report findingsSearch Criteria
Primary Theme
Excluded Theme
Secondary Theme
CMOC = [consolidation & merger of corporations] OR [mergers and acquisitions] OR [post acquisition] OR [postacquisition] OR [post-acquisition]
CBA = [cross border acquisition]
CMOC = [consolidation & merger of corporations] OR [mergers and acquisitions] OR [post acquisition] OR [postacquisition] OR [post-acquisition]
CBA = [cross border acquisition]
OP = [organizational performance] OR [organizational effectiveness] OR [success in business] OR [business failure]
CMOC = [consolidation & merger of corporations] OR [mergers and acquisitions] OR [post acquisition] OR [postacquisition] OR [post-acquisition]
CBA = [cross border acquisition]
OK = "acculturation" OR "cultural" OR "culture" OR "integration" OR "organizational change" OR "process" OR "psychological" OR "social"
CMOC = [consolidation & merger of corporations] OR [mergers and acquisitions] OR [post acquisition] OR [postacquisition] OR [post-acquisition]
CBA = [cross border acquisition]
CS = [case study] OR [case studies]•
Few studies that research more than one perspective (e.g., human resources v. process perspective)
•
Post-merger management is key to successful performance outcome.
•
Organizations underestimate the impact of organizational integration on process integration and the resulting achievement of synergies.•
M&A becomes more than a speculative proposition to a “sure thing”
•Corporate management and the employees within the companies affected by M&A benefit from improved acquisition success.
•Organizational integration, as is the case with process integration, a standard part of the post-acquisition process.Future Trends & Research Agendas
•
Post-acquisition plans that include both process and organizational integration elements.
•
Case study research of the post-acquisition integration process and resulting performance to provide practice evidence of findings
Civility and incivility between nurses and administrators: A model to drive successful health care outcomes in the Department of Veterans Affairs
Through an evidence-based synthesis, this research explores civility and incivility in the nurse-administrator relationship using the social ecology and symbolic interactionism theories to create a model that explains the concepts and provides a method for addressing incivility and instilling civility in the nursing units of VA.Civility and incivility between nurses and administrators: A model to drive successful health care outcomes in the Department of Veterans Affairs
Lisette Montalvo
Advisors: Professors Dr. Dennis Winter and Dr. Sharon Hadary
Fall 2012 Purpose and Scope of Research
Purpose:
1)
To develop a comprehensive understanding of the concepts of civility and incivility as applied to nursing practice in the Veteran’s Administration to improve health care outcomes; and
2) To create a model to address incivility and instill civility in the nursing units of VA.
Scope:
Through an evidence-based synthesis, this research explores civility and incivility in the nurse-administrator relationship using the social ecology and symbolic interactionism theories to create a model that explains the concepts and provides a method for addressing incivility and instilling civility in the nursing units of VA. 2
Personal Reasons for Research Topic
During a flight from DC to Texas, I read the book “The Cost of Bad Behavior” by Andersson and Porath about incivility in the workplace. This topic resonated to me since I have witnessed and experienced incivility in the workplace.
While in Texas, Dr. Hadary called me and asked which topic I wanted to pursue. She advised me to select something about which I am passionate. I stated ,“incivility”.
The topic was new to me. With Dr. Hadary’s and Dr. Winters’ guidance, I started a fascinating path of knowledge and self discovery that led to my dissertation.
3
Importance to Management Practice
Incivility has been linked to:
•
Increase in EEO claims . (2,010 cases with a cost of 99,000 per nurse)
•
Non compliance with Join Commission of Hospital Accreditation Standards .
•
Decreased quality of patient care.
Civility leads to:
•
Increased productivity. (Estimated at $6,677 per nurse)
•
Employee retention.
•
Increased satisfaction with care received.
•
Reduction in EEO cases workload. 4
Line of Argument
Civility and incivility model
Civility and incivility effects
Framework to address incivility and instill civility
Concept, definitions, and behaviors
Interpersonal and intrapersonal factors
Environmental factors 5
Most Important Theoretical Frameworks
1) Socioecological theory – Elton (1927) defined ecology as “the study of animals and plants in relation to their habits and their habitats” (Colinax, 1986)
Levels of influence
Intrapersonal factors 6
2) Symbolic interaction- developed by Mead (1934), Blummer (1986), and interpreted by Charon (2007), where communications are treated as a medium through which determinants of behavior pass to produce the desired behavior (Blumer, 1969)
Research Questions
1)
How does civility and incivility in the relationship between nurses and administrators affect the health care outcomes and productivity in the nursing units of VA?
2) What is the model that leaders can use to create a workplace characterized by civility, thereby improving health care outcomes and productivity? 7
Research Propositions
Proposition number 1: There are the definitions of civility and incivility specifically related to nursing practice with specific behavioral components associated to them.
Proposition number 2: Civility and incivility affect administrators, nurses, and patients.
Proposition number 3: The prevalence, reporting, and effect of incivility in the nurse-administrator relationship are directly connected to the power and close proximity of their work relationship.
8
Primary Practitioner Scenario (Scenario paraphrased from Vickers, 2006, p.10)
Claudia (Administrator) – “Where is Leanne?… I told her to move everyone down this end 20 minutes ago. Where is she? What is she doing?”
Spectator (patient) – The instigator of the ruckus pulls off her latex gloves with considerable vigor and throws them impatiently in the bin provided. Her hands move promptly to her hips. The junior nurse she has addressed looks rather nervous and scurries off to the “other end.”
Claudia in front of all the patients, starts to go on and on to a third nurse about “that Leanne…I told her to move the patient down… I am sick and tired of Leanne’s behavior… Leanne is hopeless,” etc.
A third nurse trying to engage Claudia was ignored.
Claudia – “I don’t care!” (Her body language depicted her increasing anger.)
9
Main Literature Themes & Authors
Incivility definitions and effects – Andersson, Porath, and Pearson
Civility definitions and effects – Hughes, Jenkins, and Forni
VA specific literature and data on civility and incivility – Laschinger, Oore, Furst-Holloway, and Carameli
Aggression learning theory – Bandura
Social-Cognitive Information Processing – Husseman 10
Warrant
11
Unaddressed incivility Increase
turnover
Increase EEO cases
Decreases
mental health
Decreases physical health
Decreases
quality of patient care
Increases
stress
Decreases job satisfaction
Undermines self efficacy Conceptual Framework
12
Conclusions
•
Incivility concept is more mature among researchers than civility, which remains in its paradigmatic infancy.
•
Uncivil behaviors specific for nursing:
Acting in an impatient manner; being unable or unwilling to empathize with others; critical of students or other staff; displays of temper; tantrums; making unreasonable demands; rumor mongering and gossiping; staff splitting and polarizing some staff members against others; and talking negatively about others.
•Civil behaviors:
Expressing appreciation; trust; integrity; respect; transparency; honesty; responsibility; respecting one another and honoring differences; listening and seeking common ground; engaging in social discourse and appreciating its relevance.
•Literature does not have evidence of a program to report and address incivility. Targets avoid reporting incivility incidents for fear of retaliation.
•Civility is not the lack of incivility; the constructs have a weak statistical relationship.
•Nurses’ civility has an effect on patients’ perception of care received; changes in administrators’ civility over time have a strong statistical significance with nurses’ perception of patient care provided.
•The model created demonstrates how to create a civil workplace. 1
Agile project management and the creation of intellectual property
As organizations seek new management approaches to speed their response to
changing conditions in their environments, organizations find difficulties knowing how to
create and manage the development of intellectual property using an agile project
management (APM) approach. Organizations also find difficulties developing a flexible
capability for innovating and collaborating with others in a fast-paced knowledge-based
economy. In this dissertation, the author used an evidence-based research method to
examine the literature on APM and the alternate approaches for creating and managing
intellectual property. Intellectual property includes copyrightable material and inventions
(patents), knowledge assets, and other intangibles. The author also used an expert panel
to increase its validity.
Findings from this study reveal evidence on intellectual property projects
involving APM, such as computer software and training materials. In this study, the
author also found insufficient empirical research on the subject of APM. Little evidence
on the creation and management of intellectual property was found outside the computer
software industry.
This study advances knowledge on APM and proposes a theoretical, improved
model for APM that can be applied to the creation and management of any type of
intellectual property and other intangibles. The grounded theory for an improved model is
based on concepts distilled from the literature, such as learning environments, innovation
networks, and agile methods. The study also introduces a new discipline for the effective
implementation of an improved APM system, encouraging a creative, dynamic, and
systematic approach to manage agile projects: Craftgeneering all at once.Agile Project Management and the Creation of Intellectual Property
by
Winston Gonzalez
A Thesis
Submitted to the
Graduate Faculty
of
University of Maryland University College
in Partial Fulfillment of
The Requirements for the Degree
of
Doctor of Management
DMGT 892, James P. Gelatt, Ph.D., and Kathleen F. Edwards, Ph.D.
DMGT 891, John R. Glennie, DBA
DMGT 890, Michael A. Evanchik, Ph.D.
Dissertation Committee:
James P. Gelatt, Ph.D.
Kathleen F. Edwards, Ph.D.
August 16 2011
Agile Project Management
Abstract
As organizations seek new management approaches to speed their response to
changing conditions in their environments, organizations find difficulties knowing how to
create and manage the development of intellectual property using an agile project
management (APM) approach. Organizations also find difficulties developing a flexible
capability for innovating and collaborating with others in a fast-paced knowledge-based
economy. In this dissertation, the author used an evidence-based research method to
examine the literature on APM and the alternate approaches for creating and managing
intellectual property. Intellectual property includes copyrightable material and inventions
(patents), knowledge assets, and other intangibles. The author also used an expert panel
to increase its validity.
Findings from this study reveal evidence on intellectual property projects
involving APM, such as computer software and training materials. In this study, the
author also found insufficient empirical research on the subject of APM. Little evidence
on the creation and management of intellectual property was found outside the computer
software industry.
This study advances knowledge on APM and proposes a theoretical, improved
model for APM that can be applied to the creation and management of any type of
intellectual property and other intangibles. The grounded theory for an improved model is
based on concepts distilled from the literature, such as learning environments, innovation
networks, and agile methods. The study also introduces a new discipline for the effective
implementation of an improved APM system, encouraging a creative, dynamic, and
systematic approach to manage agile projects: Craftgeneering all at once.
Agile Project Management
Keywords: Agile Project Management, Intellectual Property, Agile Methods, Agility,
New Product Development, Learning Organization, Innovation Networks,
Craftgeneering
©Copyright by
Winston Gonzalez
2011
ii
Dedication
To Patricia, Zeenat, Winston Jr., and Joshua for their
support, love, and understanding during this doctoral
journey
Agile Project Management
iii
Acknowledgments
Several individuals played an important role during the author’s doctoral journey.
Dr. Michael A. Evanchik was instrumental in guiding the initial research and the
development of theoretical frameworks for this dissertation. The theoretical framework
was revised under the guidance of Dr. James (Jim) Gelatt. Dr. Evanchik also provided
insight into innovation networks. Dr. David F. Rico offered a professional courtesy by
providing significant insight on agile methods. Fellow doctoral students provided
important feedback during peer reviews. The author also thanks Kathleen O’Connor of
Quality Editing for her expert work on APA compliance.
The members of the expert panel were very helpful during the evaluation of the
draft dissertation: Dr. David F. Rico, Dr. James J. Stewart, Sanjiv Augustine, Kashif A.
Khan, and Marlon Christie. Their feedback was very valuable to the study of intellectual
property and agile project management (APM).
The Ravens Group, Inc., under the leadership of Joe N. Ballard, LTG, U.S. Army
(retired), provided an onsite opportunity to explore and learn the APM concepts with
Marlon Christie. Mr. Christie shared his professional experience in APM during an onsite
interview. Sanjiv Augustine also participated in an interview sharing grounded real life
applications of APM from his own practice.
The author’s doctoral journey reached its completion state with the unlimited
guidance, wisdom, dedication, and thorough review from excellent educators such as Dr.
James P. Gelatt and Dr. Kathleen F. Edwards. To all: Thank you!
Agile Project Management
iv
Table of Contents
Abstract.............................................................................................................................. ii
Acknowledgments ............................................................................................................. iii
Appendices .........................................................................................................................vi
Tables............................................................................................................................... vii
Figures ............................................................................................................................. viii
List of Acronyms ................................................................................................................ix
Chapter 1: Introduction........................................................................................................1
Statement and Significance of the Problem.............................................................2
Importance to Management .....................................................................................3
Research Purpose, Originality, and Scope...............................................................4
Research Questions, Warrant, and Assumption ......................................................5
Thesis.......................................................................................................................7
Organization of the Dissertation..............................................................................7
Chapter 2: Literature Review.............................................................................................10
Intellectual Property...............................................................................................11
Product Development ............................................................................................40
Project Management ..............................................................................................50
Agile Project Management ....................................................................................73
Innovation............................................................................................................131
Theoretical Lenses and Research Propositions....................................................160
Chapter Summary ................................................................................................165
Chapter 3: Conceptual Framework..................................................................................166
Graphical Analysis and Synthesis .......................................................................166
Integration of Scholarship into the Framework ...................................................177
Towards and Improved Model for Agile Project Management...........................181
Chapter Summary ................................................................................................185
Chapter 4: Methodology..................................................................................................187
Theory and Practice of Evidence-Based Research ..............................................187
Scholarly Research Evidence ..............................................................................199
Chapter Summary ................................................................................................200
Chapter 5: Analysis and Discussion ................................................................................201
Findings ...............................................................................................................201
Analysis ...............................................................................................................209
Chapter Summary ................................................................................................219
Agile Project Management
v
Chapter 6: Conclusions and Implications for Management ............................................220
Overall Conclusions.............................................................................................220
Implications for Management..............................................................................223
Implications of Trends.........................................................................................227
Limitations and Future Research.........................................................................229
Chapter Summary ................................................................................................232
References.......................................................................................................................234
Agile Project Management
vi
Appendices
A Evaluation Forms and Unstructured Interview Instruments ........................250
B Discussion of Experts Feedback and Actions Taken ...................................291
C A Meta Ethnography Synthesis of the Research Question ..........................297
D Level of Evidence Reviewed in Chapter 2...................................................306
Agile Project Management
vii
Tables
1 History of Agile Project Management..........................................................91
2 Phases of the Agile Project Management (APM) Framework Model........110
3 Skills Matrix Showing a Cross-Reference to Desired Traits in Agile
Team Members ...........................................................................................118
4 Levels of Evidence in Management Research Comparable to Medical
Research......................................................................................................189
5 Expert Panel................................................................................................195
6 Third Level Interpretation on Theoretical Constructs ................................198
7 Summary of Findings .................................................................................204
8 A Comparison between Innovation Models and Agile Project
Management Systems as Organizational Innovation Models.....................211
9 Task Management Comparison in the Context of the Stages of
Innovation...................................................................................................213
10 Comparison between Agile and Traditional Project Management.............215
Agile Project Management
viii
Figures
1 Comparison of Project Management Strategies. ........................................104
2 The APM Model as Complex Adaptive System (CAS). ............................108
3 A Customized Set of Practices For XP as an Agile Method.. ....................109
4 The Agile Project Management (APM) Framework Model.......................109
5 The Scrum Model as an Alternate Agile Method to Traditional Project
Management. ..............................................................................................111
6 The Traditional Project Management (PM) Model: PMI’s Process
Groups.........................................................................................................113
7 A Learning Model to New Product Development......................................115
8 The Project Economic Framework .............................................................128
9 Sequential Stages of a Current Innovation Model......................................143
10 Alternate Stages of Innovation.. .................................................................144
11 The New Product And Process Development (NPPD) Model ...................147
12 Closed Innovation Model System With Stage-Gates.. ...............................149
13 Open Innovation Model System With Stage-Gates....................................151
14 Proposed Agile Project Management System Model. ................................172
15 Inputs. .........................................................................................................173
16 The Learning Organization as an Agile Process.........................................175
17 Organization Design, Functions, Characteristics, And Enablers................176
18 Outputs........................................................................................................177
19 Craftgeneering: A New Discipline for Agile Project Management............182
Agile Project Management
ix
List of Acronyms
APM – agile project management
APM – Association of Project Management
ASD – Adaptive Software Development
CAS – complex adaptive systems
DSDM – Dynamic Systems Development Method
EBMgt – evidence-based management
ENAA – Engineering Advancement Association
FDD – Feature-Driven Development
FEI – front-end of innovation
FFE – fuzzy front end
ERP – enterprise resource planning system
GDP – gross domestic product
IED – ideal engineering days
IPRs – intellectual property rights
IRNOP – International Research Network Organizing by Projects
NCD – new concept development
NPPD – new product and process development
OECD – Organization for Economic Cooperation and Development
PDM – product data management
PLM – product life-cycle management
PMI – Project Management Institute
PMLC – search and development
RBV – resource-based view
RPMN – Rethinking Project Management Network
SCA – sustainable competitive advantage
SCM – supply chain management system
SMEs – small- and medium-sized enterprises
TOC – theory of constraints
TRIPS – Trade-Related Aspects of Intellectual Property Rights
WIPO – World Intellectual Property Organization
XP – eXtreme Programming
Agile Project Management 1
Chapter 1: Introduction
Agile project management (APM) is a modern and innovative approach to
product development that has been in practice in the computer software industry for the
last decade. APM offers organizations the benefit of being nimble. APM also offers
organizations the flexibility to adapt to change in product requirements and the
opportunities for innovation during the creation and management of intellectual property
such as computer software products.
The author of this dissertation considers APM as a different way of thinking about
managing change and about meeting the challenges of innovation in a knowledge-based
economy; predominantly, challenges that arise during the creation and management of
intellectual property (intangibles).
Literature from practitioners and scholars suggests that APM is about adapting
quickly to changing requirements, fostering innovative solutions (products or services),
leading people into action through self-organized teams, and delivering a result that is
acceptable to the customer on an iterative basis. However, the gaps in the literature on
traditional and APM signal a difficulty in understanding how to manage intellectual
property in a larger: the context of a knowledge-based economy.
The following sections discuss the problem, the purpose, and the importance of
the study of APM, and how practitioners and organizations can build on this knowledge.
Chapter 1 introduces concepts relevant to the study as an overview. Chapter 2 provides
detailed discussions on the concepts and authors referenced.
Agile Project Management 2
Statement and Significance of the Problem
The problem addressed in this dissertation is that many organizations lack the
know-how to manage the creation of their intellectual property using an agile approach. In
addition, often organizations might not know how to leverage knowledge and how to
maximize their potential in their own business environment with a quick response.
In a knowledge-based economy that depends on the commercialization of
intellectual property (Simmie, 2003), organizations can also miss out on business
opportunities when they cannot respond quickly to the changing conditions of their
environments (Koen et al., 2001). For example, knowing how to create and manage
intellectual property can be challenging for many organizations. Another challenge is
determining which approach to use for the new product development (NPD) and how to
manage efficiently projects that involve intellectual property.
The problem of creating and managing intellectual property is significant when
coupled with the fact that only a few world economies lead the way for economic growth
and innovative activity. For example, the World Intellectual Property Organization
(WIPO, 2009) reported in 2007 that 52.9% of the patent filings came from the top three
countries with the largest budgets in research and development (R&D) and gross
domestic product (GDP): China, Japan, and the United States of America. Porter (2003)
asserted that patents represent an important measure of economic performance; but,
among many measures, the region’s overall average wage and the standard of living
could also be used to represent economic performance. Nevertheless, a generalization
from Porter’s (2003) discussion of the economic performance of regions stands out:
“Patents are the best available measure of innovative activity across all regions” (p. 550).
At the same time, not all the patent systems from different countries account for all the
Agile Project Management 3
innovative activity; nor do these imply that only the organizations from those countries
know how to manage the innovation and the creation of their intellectual property.
Organizations lacking the know-how are at a disadvantage for they might not
know how to leverage knowledge as a functional resource (Alvesson, 2001) and how to
take advantage of modern, alternate approaches to innovate and manage their intellectual
property. Simmie (2003) asserted, “Knowledge is used to generate world leading
innovations” (p. 611) in virtuous circumstances where the continued success of
economies relies on the production of knowledge and the commercialization of
innovations.
Importance to Management
This research is important to the study of management because it helps understand
the application of new management approaches such as APM. Organizations looking at
how to be successful in the management and creation of their intellectual property would
also benefit from understanding the importance of implementing a dynamic
organizational system, using quick-thinking methods (agile methods), applying concepts
from a learning organization, leveraging alliances and innovation networks, maximizing
the value of intellectual property, and adopting effective, APM approaches.
APM is important to the development of intellectual property for a number of
reasons. First, the APM approach can help manage the development of intellectual
property in a fast, adaptive manner using a learning environment where knowledge is
exploited and leveraged to produce the result. Second, APM gives organizations the
opportunity to develop a core capability as a competitive advantage. Third, APM is also
important to the management of innovation because its working environment helps
Agile Project Management 4
facilitate open communication, creativity and collaboration among people (Highsmith,
2004).
Results produced in the form of intangible assets (copyrightable material, patents,
and knowledge assets) are difficult for competition to imitate, are costly and risky to
create, can generate revenue, can help save costs, and can help the organization sustain a
competitive advantage (see chapter 2; Kaplan & Norton, 2004). Evidence from
Schwaber’s (2004) case study described how the MegaFund Systems Company solved a
business problem using an APM approach called scrum (p. 69). Schwaber defined scrum
as an agile method for project management that is based on inspection (review of
progress) and adaptation of incremental changes with frequent product deliveries. APM
implementations have used self-managing teams for learning, solving problems,
collaborating
Relationship between relational assets and competitive advantage of foreign bank in China's banking industry: From the perspective of strategic alliances
The Chinese economy is rapidly growing and is increasingly important in
the modern global economy. To exploit this new market, foreign banks are eager to
enter China to seek new business opportunities. Developing a successful market
entry strategy is a key issue for foreign banks interested in expanding their business
activities into China. China has unique socio-economic conditions and a cultural
heritage quite different from Western society.
This research examines the impact of relational assets on the competitive
advantage of foreign banks. More specifically, through the formation of strategic
alliances between foreign banks and domestic Chinese banks.
Based on the literature of relational assets, a firm’s competitive advantage
should be enhanced by the investment of relational assets in its international
business activities. Strategic alliances, one of the cooperation-based entry modes,
will be the form of investment examined. The effectiveness of the investment will
be measured by the abnormal returns after the announcement of the strategic
alliance. The statistical results of this study support the assumption that foreign
banks that form strategic alliances with domestic banks gain enhanced competitive
advantage and create value.
Cultural Distance appears to play the critical role for success in the
Chinese market. Foreign banks attempting to explore new business in China need
not only to consider past practices but also need to accommodate China’s unique
cultural environment, which emphasizes interpersonal relationships much more than
does Western society. Foreign banks, particularly the Western banks, need to invest
in relational assets in order to enhance competitive advantage and exploit the
opportunities of the Chinese market.ABSTRACT
Title of Dissertation: THE RELATIONSHIP BETWEEN
RELATIONAL ASSETS AND COMPETITIVE
ADVANTAGE OF FOREIGN BANK IN
CHINA’S BANKING INDUSTRY: FROM THE
PERSPECTIVE OF STRATEGIC ALLIANCES
Yi Chia, Doctor of Management, 2009
Dissertation Directed By: Saad Laraqui, Ph.D.
Dermod Wood, Ph.D.
Murray R. Millson, Ph. D
The Chinese economy is rapidly growing and is increasingly important in
the modern global economy. To exploit this new market, foreign banks are eager to
enter China to seek new business opportunities. Developing a successful market
entry strategy is a key issue for foreign banks interested in expanding their business
activities into China. China has unique socio-economic conditions and a cultural
heritage quite different from Western society.
This research examines the impact of relational assets on the competitive
advantage of foreign banks. More specifically, through the formation of strategic
alliances between foreign banks and domestic Chinese banks.
Based on the literature of relational assets, a firm’s competitive advantage
should be enhanced by the investment of relational assets in its international
business activities. Strategic alliances, one of the cooperation-based entry modes,
will be the form of investment examined. The effectiveness of the investment will
be measured by the abnormal returns after the announcement of the strategic
alliance. The statistical results of this study support the assumption that foreign
banks that form strategic alliances with domestic banks gain enhanced competitive
advantage and create value.
Cultural Distance appears to play the critical role for success in the
Chinese market. Foreign banks attempting to explore new business in China need
not only to consider past practices but also need to accommodate China’s unique
cultural environment, which emphasizes interpersonal relationships much more than
does Western society. Foreign banks, particularly the Western banks, need to invest
in relational assets in order to enhance competitive advantage and exploit the
opportunities of the Chinese market.
THE RELATIONSHIP BETWEEN RELATIONAL ASSETS
AND COMPETITIVE ADVANTAGE OF FOREIGN BANK
IN CHINA’S BANKING INDUSTRY: FROM THE
PERSPECTIVE OF STRATEGIC ALLIANCES
By
Yi Chia
Dissertation submitted to the Faculty of the Graduate School of the
University of Maryland University College, in partial fulfillment
of the requirements for the degree of
Doctor of Management
2009
Advisory Committee:
Saad Laraqui, Chair
Dermod Wood
Murray R. Millson
© Copyright by
Yi Chia
2009
ii
Dedication
This dissertation is dedicated to my parents, whose encouragement and
support are the main reason for me to accomplish this research.
iii
Acknowledgements
I wish to thank my committee advisors Dr. Saad Laraqui, Dr. Dermod
Wood and Dr. Murray R. Millson for their intellectual guidance and advice, which
provided me a great help to complete the learning journey and this dissertation.
I also wish to thank my family for their support, especially my brother
Chen, who works in Wachovia bank, for his valuable discussion on my research
directions.
Finally, all the errors and mistakes remain mine in this dissertation.
iv
Table of Contents
Dedication ..................................................................................................................... ii
Acknowledgements ...................................................................................................... iii
Table of Contents ......................................................................................................... iv
List of Tables ............................................................................................................... vi
List of Figures ............................................................................................................. vii
Chapter 1: Introduction and Research Problem .............................................................1
Section 1 : Topic Discussion..........................................................................................2
Section 2: Research Question ........................................................................................4
Section 3 : Key Assumptions and Key Definitions .......................................................5
Subsection 1: Key Assumptions ....................................................................................5
Subsection 2: Key Definitions .......................................................................................6
Section 4 : Contribution .................................................................................................6
Chapter 2: Literature Review .........................................................................................8
Section 1: Entry Mode Selection, Social Structure of China and Effect of Chinese
Cultural Characteristics on Business Operation ............................................................8
Subsection 1: Entry Mode Selection ..............................................................................8
Subsection 2: Social Structure of China ......................................................................11
Subsection 3 : Effect of Chinese Cultural Characteristics on business operation .......14
Section 2: Strategic Alliances ......................................................................................15
Subsection 1: Benefit of Strategic Alliances ...............................................................15
Subsection 2: Risk of Strategic Alliances ....................................................................18
Section 3 : Network .....................................................................................................19
Section 4: Relational Assets.........................................................................................22
Section 5: Learning, Trust and Commitment ...............................................................25
Subsection 1: Learning ................................................................................................25
Subsection 2 : Trust and Commitment.........................................................................27
Section 6 : Value Creation and Estimation of Strategic Alliances ..............................29
Chapter 3: Conceptual Framework and Research Method ..........................................32
Section 1: Conceptual Framework ...............................................................................32
Section 2 : Hypotheses .................................................................................................34
Section 3: Unit of Analysis, Methodology and Data Source .......................................39
Subsection 1: Unit of Analysis ....................................................................................39
Subsection 2: Methodology .........................................................................................39
Subsection 3 : Data Source ..........................................................................................52
Chapter 4: Discussion, Results and Conclusions .........................................................58
Section 1: Result Analysis ...........................................................................................58
Subsection 1: Event Study Result ................................................................................58
Subsection 2: Multiple Regression Result ...................................................................60
Section 2: Discussion and Implication .........................................................................63
Section 3 : Limitations .................................................................................................66
Section 4: Conclusion ..................................................................................................66
Chapter 5: Recommendations for Future Work ..........................................................69
v
Appendices ...................................................................................................................70
References ....................................................................................................................85
vi
List of Tables
Table Page
1 Revised Data of Equity-Based Strategic Alliances of Foreign Banks in China...54
2 Results of Abnormal Return (AR) and T-test Value of AR……………………..59
3 Results of Cumulative Abnormal Return (CAR) and T-test Value of CAR….....60
4 Zero-order Correlation…………………………………………………….........61
5 Multiple Regression Result……………………………………………………..62
vii
List of Figures
Figure Page
1 Conceptual Framework………………………………………………………..33
2 Time Series of Event Window and Estimation Period………………………..45
3 Abnormal Returns over a Time Period from Ten Days before to Ten Days
after the Announcement……………………………………………………….84
1
Chapter 1: Introduction and Research Problem
The objective of this study is to examine the performance of foreign banks
that engage in cooperative activity in China. The results of formation of strategic
alliances with domestic banks will be measured by the changes in stock prices
resulting from the agreements.
The title of this dissertation is: “The Relationship between Relational
Assets and Competitive Advantage of Foreign Bank in China’s Banking Industry:
From the Perspective of Strategic Alliances”.
The premise underlying this project is that foreign banks have to build
closer relationships with local banks to compete and cope with the unique socio-economic
conditions of the Chinese market, which emphasizes relationships more
than Western society does. That is, the formation of strategic alliances, mainly by
the investment in relational assets, assists foreign firms to adapt to the unique socio-economic
environment of China, gain competitive advantage, and create value in
China’s banking industry.
Generally speaking, foreign banks, when attempting to explore new
business in China, must not only consider their own past practices but also
accommodate to China’s unique business environment. In particular, the
relationship network is a key characteristic of the Chinese culture.
2
The formation of equity-based strategic alliances is based on mutual
cooperation. In particular, mutual trust and commitment, critical requirements of
cooperative activities, are essential for the relational exchange during the
cooperative process.
The issue of learning also plays an important role in the success of
strategic alliances, not only for valuable knowledge transfer but also on for value
creation.
The effects of the formation of equity-based strategic alliances will be
measured with the event study, which is an econometric technique used to evaluate
the impact of corporate events such as stock splits, initial public offerings,
acquisitions etc. In recent years, this methodology has also been used to assess the
success and the value creation of alliances (Chan et al., 1997; Anand and Khanna,
2000; Gleason et al., 2003; Chiou and White, 2005; Marciukaityte et al., 2008).
Furthermore, it is important to note that the stock price data in this study was
collected prior to the current global economic meltdown.
Section 1 : Topic Discussion
The development of the Chinese economy is becoming an important
aspect of the global economy, making detailed knowledge of its banking system
more important. In particular, and in accordance with the WTO agreement, foreign
3
banks are allowed to freely participate China’s banking industry, and compete
directly with local banks (Yan & Schuler, 2006; Baradwaj, Flaherty and Li, 2008).
Foreign banks enjoy certain sources of competitive advantage, such as a
broad array of products and services, but there is still a necessity to build good
relationships with domestic banks, to cope with, and to fit in to the Chinese
business environment.
China committed to fully open its banking sector for foreign companies
when it entered the World Trade Organization (WTO) in 2001. Following this
commitment, China announced the new rule – “Regulations of the People’s
Republic of China on Administration of Foreign-funded Banks” in the end of 2006.
Based on this new rule, many restrictions on foreign banks were removed, such as
reporting of borrowers to a supervision authority. Foreign banks are now able to
take on new kinds of banking activities, such as accepting retail deposits in RMB.
However, the socio-economic conditions in China are quite different from
Western society (Davies, Leung, Luk and Wong, 1995; Leong, Bond and Fu, 2006).
In particular, relationship/guanxi or social networking is a very important factor for
a foreign bank to consider in order to run a successful business in China (Bjırkman
& Kock, 1995; Luo, 1997; Jose Tomas Gomez Arias, 1998; Tsang, 1998; Peng and
Tan, 1998; Styles and Ambler, 2003; Buckley, Clegg & Tan, 2006).
4
Under these circumstances, foreign banks may adopt a cooperative
strategy, forming strategic alliances with the local banks of China to compete and
cope with the unique socio-economic conditions of the Chinese market (Tse, Pan
and Au, 1997; Murrary, Kotabe and Zhou, 2005). Strategic alliances are
increasingly mentioned and applied across different industries. The main purpose of
a strategic alliance is to attempt to generate synergy and increase profit for the
affiliated partners. (Vyas, Shelburn and Rogers, 1995; Narula and Hagedoorn,
1999; Kale, Singh and Perlmutter, 2000 Gleason, Mathur and Wiggins, 2003; Ojah,
2007; Dunning and Lundan 2008).
Section 2: Research Question
With the background described above, it seems that one of the rationales
to form strategic alliances is because foreign banks that invest in relational assets
and form equity-based strategic alliances with domestic banks will potentially
increase business efficiency and/or effectiveness in China’s banking industry. This
will hypothetically increase the ability of foreign banks to secure new sources of
competitive advantages while also ensuring that they can accommodate market-specific
challenges in China.
The research questions are as follows:
Question 1:
5
Is there any evidence to support the hypothesis that foreign banks that
form equity-based strategic alliances with local banks increase their competitive
advantage in China?
Question 2:
What factors influence the success of banking alliances in China? Is there
any observable connection between relational assets and competitive advantage?
Section 3 : Key Assumptions and Key Definitions
Subsection 1: Key Assumptions
1. With the continuing trend of globalization, the necessity of using
cooperative activity to succeed in the highly competitive environment is increasing.
As Johnston, Lewin and Spekman (1999) pointed out that there are several forces
pushing organizations into closer coordinated relationship, such as more intense
global competition, rising costs of R&D and pressure of speed to the market (p.
259).
2. Foreign banks adopting a cooperative strategy for market entry should
have more opportunities to create win-win situation in China. As stated by Hamel,
Doz and Prahalad (1989) “A strategic alliance can strengthen both companies
against outsiders even as it weakens one partner vis-à-vis the other” (p. 133).
Considering the current situation in which well-managed foreign banks are eager to
6
enter China to explore the new market, and domestic Chinese banks need modern
Western banking expertise to improve their corporate management.
Subsection 2: Key Definitions
1. Strategic alliance means equity-based strategic alliance in this study.
2. Competitive Advantage will be measured by abnormal returns on stock
price in terms of a firm’s stock price increase, which will be examined by a
statistical test of significance using the t-test, once a strategic alliance is announced.
Section 4 : Contribution
The purpose of researching the relationship between relational assets
(strategic alliances) and performance is to better enable foreign banks to assess their
entry strategies in China. It is expected that this study will be able to make
contribution to researchers and corporate managers.
The potential contribution to scholarship is an effort to generate more
useful business knowledge about relational assets and strategic alliances for those
foreign banks that intend to expand business in China. China has different socio-economic
and political situations from Western society. Thus, this research intends
to contribute to knowledge about the management strategy in the specific and
important China market.
7
For managers on both sides considering a strategic alliance, the study of
the formation of strategic alliances between well-managed foreign banks and
Chinese domestic banks will be helpful.
8
Chapter 2: Literature Review
Section 1: Entry Mode Selection, Social Structure of China and Effect of
Chinese Cultural Characteristics on Business Operation
Subsection 1: Entry Mode Selection
Many previous studies that discussed the foreign market entry strategies of
multinational corporations (MNCs) rely on three main theories:
Transaction Cost Theory
Transaction cost theory is based on the economic rational of minimizing
the cost to increase profit. Additionally, the transaction cost theory argues that
MNCs have to create a governance structure to search for better control and less
risk.
Anderson and Gatignon (1986) examined the classification of entry
modes, such as a wholly owned subsidiary, contract management, and non-exclusive
contract, by the degree of control and integration. They also propose four
main factors to determine the degree of control and integration: transaction-specific
assets; internal uncertainty; external uncertainty; and free-riding potential.
Specifically, they used these factors to provide useful guidance for a firm deciding
which entry mode is most efficient under different market conditions.
Kogut and Singh (1988) used the transaction cost approach to statistically
examine the relationship between culture and entry mode. They found that not only
9
cultural distance but also uncertainty avoidance influences the entry mode choice by
MNCs.
Resource View of the Firm
The second theory is the resource-based view of the firm, which examines
the behavior of MNCs seeking complementary resources, including tangible and
intangible assets, to enhance competitive advantage.
Barney (1991), using the assumption of heterogeneity and immobility of
resources, pointed out that rare, valuable, inimitable and unsubstitutable resources
are a source of sustained competitive advantage of firms.
Das and Teng (2000) adopted the resource-based view to discuss the
typology of alliances, which was determined by the resources profiles of partner
firms. They pointed out that the advantage of forming alliances is to pursue market
opportunities and draw upon the strength of more than one firm to better the odds of
success.
Claver and Quer (2005) combined traditional theories, including
Monopolistic Advantage and the Eclectic Paradigm with the resource-based view,
to analyze the entry mode choice in China. They pointed out that not only the
specific tangible and intangible factors of the firm, but also the degree of
commitment, influences their choice of entry mode in China, i.e. an MNC will
10
choose a higher degree of commitment as it moves from a representative office
towards a joint venture. Moreover, they argued that MNCs have to possess the
ability of to access valuable resources to maintain competitive advantage.
The Eclectic Paradigm
In addition transaction costs and the resource-based view, the other main
theory to explain foreign market activities is the Eclectic paradigm, also known as
the OLI paradigm, which examines why international business activities occur,
based on the ownership (O) and internalization (I) advantages of the firm in
combination with the locational (L) advantages of a particular location or market.
This paradigm is useful to answer three key decision questions: why, how and
where (Galá
First Virtual Global Faculty Institute a Success - DE Oracle
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An Online Learning Magazine for UMUC Faculty
Center for Support of Instruction
First Virtual Global Faculty Institute a Success
Susan Pollack
Instructional Support Specialist
Center for Support of Instruction
Published: September-October 2012
Category: » University-showcase » Conference-presentations
UMUC's Center for Teaching and Learning (CTL) recently sponsored the first Virtual Global Faculty
Institute for UMUC faculty worldwide at the end of July. This three-day professional development event,
themed Effective Faculty, Successful Students, offered a variety of informational sessions for both
graduate and undergraduate faculty to assist them with their teaching skills.
The institute was conducted entirely online via WebEx, the university's synchronous communication
platform. Sessions were held throughout the day each day, and several sessions were offered multiple
times to accommodate faculty living in a variety of time zones. Kimberly Stott, Executive Director of
CTL, noted that over 300 faculty from all around the globe attended the event.
Session offerings included:
Giving Useful Feedback
Building Social and Teaching Presence with Instructor-Created Videos
Designing Effective Online Discussions
Technology Showcase
Insights on Teaching Hybrid Courses
Assessing Graduate Student Learning
The Theory and Practice of Student Success: Practical Tips for Faculty.
Acting Provost and Chief Academic Officer Marie Cini delivered the keynote presentation, The
Importance of Faculty in the Learning Equation, and Cynthia Davis, Acting Dean of The Undergraduate
School, and Robert Goodwin, Interim Dean of The Graduate School, led school-specific plenary sessions
that focused on aligning faculty capabilities with institutional priorities and current research.
Additionally, representatives from the Office of Information Technology discussed UMUC's upcoming
transition to a new learning management system, and Dan McCollum from Institutional Effectiveness
reviewed a variety of strategies to promote greater faculty effectiveness online and in the blended
classroom.
According to Stott, the institute "was the work of over 50 people from many of the UMUC divisions,
stateside and overseas, who gave their time freely to help plan, support, and deliver the event." All of
the sessions allowed participants to ask the presenters questions via the WebEx interface, which were
moderated by CTL staff and other volunteers. Technical support issues were handled by staff from the
Center for Support of Instruction as well as Information Technology. Follow-up questions, discussions,
and activities were made available to attendees after the institute in a specially designated classroom
within WebTycho to continue the engaging conversations.
Previous iterations of this event, often known as the Summer Institute, had been hosted onsite in
Maryland, and only a select few faculty or academic administrators could attend. This year, participants
near and far welcomed the opportunity to connect and collaborate with their colleagues.
"The feedback we've received to date has been overwhelmingly positive—with people sharing that they
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found the material useful and that they were pleased that UMUC hosted a conference that all faculty,
regardless of location, were able to attend," said Stott. "Our experience with this institute opens the
doors to many future synchronous Web-based events."
Please see the CTL Web page (http://www.umuc.edu/ctl/) for additional professional development
opportunities that are available throughout the year.
About the Author(s)
Susan began her career at UMUC in 1998 as a digital communications specialist in the Center for the Virtual University and
the Center for Media & New Technology. She joined the Center for Support of Instruction in 2007 as an instructional support
specialist.
With a bachelor's degree in professional writing from Carnegie Mellon University and a Master of Distance Education from
UMUC, Susan brings to the table a wealth of experience in online communications and learning. Her life before UMUC included
five years in the educational publishing industry at the McGraw-Hill Continuing Education Center and several years in print
publishing and editing for newspapers, a law firm, and several nonprofit organizations.
Susan considers herself a lifelong learner who is always eager to try new things. She is continually on the lookout for learner
support and communication issues. She is also an advocate of accessibility in online learning applications.
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