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Cases

 

  • Management by Missions at SONY España.
    IESE, DPO-111-E, noviembre 2007. Cardona, P., Rey, C.


    Abstract: This case study describes the process of implementing a mission-based management (MBM) system as a tool for cultural change and its impact on leadership in the company. In order to charge objectives and daily management with the corporate mission, many companies have done exercises to define and communicate their mission and values. However, despite the effort by management and the resources used, very few companies have been able to create and sustain a sense of the mission that really motivates its people on a day-to-day level. As we move away from top management toward the lower echelons of the organization, we see that the staff's identification with the mission and values becomes more tenuous. As stated by the manager of a multinational factory in Germany, the corporate mission and values are perceived "as an overly theoretical exercise that has very little to do with daily problems." The cause stems from a basic dichotomy: the corporate mission and values on the one hand, and the organization's objectives and day-to-day operations on the other. It is here that outcome-based management (OBM) reveals itself as a management system with a short-term vision of the organization that overlooks the qualitative aspects of the corporate mission. These and other problems derived from OBM, such as excessive internal competition, dishonest practices and the loss of employee collaboration and commitment, are what make it necessary to design a new management system based on refocusing and enriching the organization's objectives and day-to-day management. We have therefore developed mission-based management (MBM) as a model which ensures that objectives and decision-making are based on the company's most important values.

  • Coaching at Banco Ganadero-BBVA (A)
    IESE, DPO-34-E, marzo 2004. Cardona P., Pin J. R., Serrano Duarte G., Susaeta L.


    Abstract: This case presents two complementary themes: the management by competencies interview and management coaching. The case is set in a bank. In case (A) the area director undergoes his first 180º evaluation, and has to make a self-assessment. His results and the passive role of his own coach are discussed.

  • Coaching at Banco Azucarero de Cali (BAC) (B)
    IESE, DPO-35-E, marzo 2004. Cardona P., Pin J. R., Serrano Duarte G., Susaeta L.


    Abstract: In Case (B), the area manager - and new coach - takes on the evaluation interview and professional development plans of two branch managers - coaches - one with high potential and the other with limited perspectives in the bank. The exhibits show the evaluation tools used: the 180º Evaluation Chart and the "Spiders", which show the competency profiles.

  • Lara Castro (A): Un proceso de "coaching".
    IESE, DPO-22, julio 2003. García P., Cardona P.


    Resumen: El caso muestra el proceso de desarrollo profesional y personal de una joven directiva con una excelente formación técnica pero con escasa formación en dirección de personas.

  • Lara Castro (B)
    IESE, DPO-23, julio 2003. García P., Cardona P.


    Resumen: Lara Castro, joven directiva de una empresa de telecomunicaciones, comienza un proceso de «coaching» con el fin de mejorar sus competencias directivas. El caso muestra el plan de mejora diseñado conjuntamente por Lara y su «coach», y los avatares que rodean su puesta en marcha.

  • Gestión de competencias en Unión Fenosa.
    IESE, FH-692, marzo 2001. García P., Cardona P.


    Resumen: Este caso resume la historia del diseño y la implantación de un sistema de competencias en la empresa Unión Fenosa.

  • Buena Visión España (A)
    IESE, FH-686-E, noviembre 2000. Cardona P.

    Abstract: This case examines the process of organizational and cultural change undertaken at Buena Visión, a subsidiary of the Alda Gehring Corporation, which manufactured and sold optical healthcare products. The aim of the reforms, which fell within a program undertaken by Alda Gehring called Vision 2000, was to optimize business processes and reduce response times to changes in the environment by decentralizing management and promoting a style of management based on leadership competencies. The overall aim was to move from a functional organizational structure to a process-based structure. The case illustrates the difficulties inherent in this change; the tensions between different teams and departments, resistance of some employees to change, difficulties due to lack of training, as well as the costs of the changes, and it demonstrates how the board of directors overcame these difficulties. Case B shows Toni Kiekeboe, general manager of Buena Visión España, considering the effects of the cha


  • Buena Visión España (B)
    IESE, FH-687-E, noviembre 2000. Cardona P.


    Abstract: This case examines the process of organizational and cultural change undertaken at Buena Visión, a subsidiary of the Alda Gehring Corporation, which manufactured and sold optical healthcare products. The aim of the reforms, which fell within a program undertaken by Alda Gehring called Vision 2000, was to optimize business processes and reduce response times to changes in the environment by decentralizing management and promoting a style of management based on leadership competencies. The overall aim was to move from a functional organizational structure to a process-based structure. The case illustrates the difficulties inherent in this change; the tensions between different teams and departments, resistance of some employees to change, difficulties due to lack of training, as well as the costs of the changes, and it demonstrates how the board of directors overcame these difficulties. Case B shows Toni Kiekeboe, general manager of Buena Visión España, considering the effects of the changes.

  • L.L. Bean Latin America
    IESE, FH-673, febrero 2000. Araiza E., Cardona P.


    Abstract: In 1999, L.L. Bean, the world's leading cataloger in the outdoor specialty field, with sales of more than US$ 1 billion in 147 countries around the world, was considering building a stronger presence in Mexico and, from there, expanding to Latin America. J. Paul Raines, Latin America Director, saw the move as both an opportunity and a challenge. How feasible would it be to sell L.L. Bean's products in Mexico? How could L.L. Bean's values be communicated to the Latin American team, the vendors and the local community? These are among the questions that IESE Professor Pablo Cardona and MBA student Eduardo Araiza invite you to consider.

  • Cofil, S.A. (A)
    IESE, FH-638, julio 1998. Cardona P., Chinchilla M.N.


    Descripción: El director general de Cofil, S.A. se ve desbordado por sus actividades directivas y contrata a un consultor externo para que le ayude a aliviar su carga de trabajo.
  • Cofil, S.A. (B)
    IESE, FH-639, julio 1998. Cardona P., Chinchilla M.N.


    Descripción: El director general de Cofil, S.A. se ve desbordado por sus actividades directivas y contrata a un consultor externo para que le ayude a aliviar su carga de trabajo.
  • Cofil, S.A. (C)
    IESE, FH-673, febrero 2000. Araiza E., Cardona P.

    Descripción: El director general de Cofil, S.A. se ve desbordado por sus actividades directivas y contrata a un consultor externo para que le ayude a aliviar su carga de trabajo.
  • Banco Magyar
    IESE, FH-634, junio 1998. Cardona P.


    Abstract: Banco Magyar is the fictitious name of one of the three banks resulting from the split-up of the Hungarian Central Bank. A few years later the bank is acquired by an American institution, which sends one of its analysts to manage the Hungarian subsidiary. This case serves as an introduction to the Personnel Management course and provides material for discussion of the differences between the managerial role and the role of the specialist.
    Este caso sirve de introducción al curso de Dirección de Personal y da pie a hablar de las diferencias entre la función directiva y la función técnica.

  • Inyecsa
    IESE, FH-635, junio 1998. Cardona P.


    Abstract: A new factory manager is required to substantially and rapidly improve productivity and quality. To improve one of the sections that has been most reluctant to accept any changes, he promotes a shop floor worker to the rank of team leader. The new team leader enforces the plant manager's guidelines very strictly. Following a confrontation between the team leader and a subordinate, the workers write a letter to the works committee demanding that the team leader be replaced. This letter is brought to the attention of the company's production manager, who is the factory manager's direct superior.
  • ERC,S.A. (A)
    IESE, FH-489, mayo 1993. Cardona P.


    Descripción: El caso muestra cómo se aprovecha la necesidad de comunicar un cambio cultural en la empresa, forzado por las circunstancias de crisis del país y la creciente competencia europea, para integrar a los trabajadores y directivos.
 
Technical Notes
 

  • Capacity for Change.
    IESE, DPON-55-E, junio 2006. Cardona P., Wilkinson H.

    Summary: This technical note offers help for developing the management competence of capacity for change. We live in fast-moving times. Change is not waiting to happen; it is going on all the time, without stopping. For organizations, change is not a luxury, but a vital necessity. Companies must be capable of leading the way and implementing change. To do that they need to have a long-term vision and a clear strategy. And they need to have agents of change. Managers must be agents of change in companies; in other words, they must accept, internalize and promote change. Only then will they be able to put Kotter's famous "eight steps" into practice. Otherwise, companies' success will be short-lived, marked by discontinuity in leadership and mass layoffs. This technical note discusses ways to develop a capacity for change, that is, the ability to accept, internalize and promote change.


  • The Communication Process: How to Improve Your Communication.
    IESE, DPON-51-E, junio 2006. Cardona P., Wilkinson H.

    Summary: The aim of this technical note is to aid the personal development of management's communication abilities. Communication is the basis of all interpersonal relationships and of the smooth running of any type of organization, including companies. Several studies have shown that a company's global performance is directly related to the quality of its managers' communication. The note then goes on to examine how we communicate, as a first step to achieving more efficient ways of communicating. To this end, the note examines in depth the process, the content and the context of communication. It analyzes the main factors that interfere with each of these elements, and makes suggestions for


  • Customer Orientation.
    IESE, DPON-52-E, junio 2006. Cardona P., Wilkinson H.

    Summary: This technical note aims to help the personal development of management's customer orientation capacity. The customer is the reason why any company exists. Today, customers are better educated and better trained, more selective and demanding, and they have a greater capacity for choice. As such, customer orientation is more important than ever for the survival of the company. If a company wishes to develop a customer orientation culture capable of producing satisfied customers, based both on faithful customers and faithful and satisfied employees, it is essential to have a team that is in tune with that culture; that is to say, able to diagnose customer needs, satisfy them, and evaluate quality and satisfaction. In this way, the cycle never ends: thanks to quality and satisfaction evaluations, it is possible to diagnose and satisfy new customer needs, both external and internal. A service approach is essential in this context, constituting the differentiating factor in the value perceived by the customer. The technical note looks in depth at how to diagnose and satisfy customer needs, how to develop a service approach, and, above all, how to begin putting customer orientation, both internal and external, in practice.


  • Conflict Management.
    IESE, DPON-53-E, junio 2006. Cardona P., Wilkinson H.

    Summary: This technical note is intended to help develop the competence of conflict management. We all know from experience that conflict is a fact of life. And it is not always a bad thing. On the contrary, it can be very positive and stimulating, provided it is kept within certain limits. There are two dimensions to any conflict: rational and emotional. Problems arise when emotional harmony is disrupted. Conflict is a dynamic phenomenon and goes through phases. There are ways to prevent rational disagreement from degenerating into emotional disagreement. And there are ways to reestablish emotional harmony when it has been disrupted. This technical note explores the dimensions and dynamics of conflict and addresses the quest for agreement in a similarly dynamic perspective. It analyzes the potential causes of disputes with a view to preventing unnecessary conflict. And it offers suggestions on how to resolve both rational and emotional conflict constructively.


  • Creativity and Innovation. How to Encourage Them.
    IESE, DPON-54-E, junio 2006. Cardona P., Wilkinson H.

    Summary: This technical note is intended to help develop the competence of creativity. Companies are not creative and innovative in themselves, as abstract entities. If a company is creative, it is because the people in it are creative. But is creative talent confined to a privileged few, or can it be acquired? Talent is made up of attitude and aptitude, that is, the will and the ability to be creative. This technical note looks at how creative attitude and aptitude can be developed, and suggests ways in which we can foster our own creative talent and that of our subordinates.


  • Basics in Work Motivation.
    IESE, DPON-10-E, febrero 2004. Cardona P., Espejo, A.

    Summary: This technical note gives an overview of a range of theories of workplace motivation, placing them in three categories: content theories, process theories and consequence theories. It also puts forward a new theory based on consequences (the OBT), a reformulation of Juan A. Pérez-López's theory.


  • Competency-Based Leadership.
    IESE, DPON-11-E, febrero 2004. Cardona P., García P.

    Summary: This technical note proposes an understanding of leadership based on competencies. It analyzes the minimum conditions necessary for leadership to exist, how leadership develops, and different leadership profiles.


  • Trust in Boss-Subordinate Relationships.
    IESE, DPON-12-E, febrero 2004. Cardona P., Elola. A

    Summary: This note explains how trust between bosses and subordinates is gained and lost. It annalyzes the personal factors and key forms of behaviour that result in trust. It also explains the impact of trust on bosses' power and authority.


  • Coaching in the Development of Professional Competences.
    IESE, FHN-345-E, septiembre 2002. Cardona P.

    Summary: Professional competences are difficult habits to develop without the effective help of a coach. The coach provides useful information, opportune examples, and adequate training for the development of each specific competence. Furthermore, and above all, the coach stimulates and maintains the learning attitude of the coachee (the will to learn and choose according to his rational motivation) by means of strengthening his self-esteem and developing his character. To achieve this, the coach needs to create a relationship of profound trust with the coachee. This relationship will strengthen over time if the coachee perceives a range of critical aptitudes and attitudes in the coach. Given that professional competences are used in the workplace, the natural coach for these competences is an individual´s direct boss. Management coaching is a competitive requirement for companies both today and in the future.


  • Liderazgo relacional.
    IESE, FHN-332, agosto 2001. Cardona P.

    Resumen: Explica la evolución histórica del concepto de liderazgo centrándose en el liderazgo relacional, especialmente en el modelo de liderazgo transaccional y transformador. Explica las limitaciones de este modelo y lo enriquece incluyendo un nuevo tipo de liderazgo: el liderazgo transcendente.


  • Leadership in Work Teams.
    IESE, FHN-325-E, enero 2000. Cardona P., Miller, P.

    Summary: This technical note offers a guide that may help the process of learning the secrets of winning teams. First, it defines what a team is, distinguishing it from other types of working groups. Second, it shows what characteristics the team members need to have to form a winning team. Then it goes through the stages of team development and reviews the basic processes teams need to master in each stage. Finally, it explains how to build team commitment and performance.


  • Intrategy: A basic dimension of corporate culture.
    IESE, FHN-323-E, junio 1999. Cardona P., Chinchilla M. N.

    Summary: This technical note coins a new term, 'intrategy', to refer to the study of the company's internal environment and processes in order to enhance the unity of the organisation, ie the commitment of those who work in it. It also introduces a new model for diagnosing the culture of business organisations in order to facilitate change management.


  • Evaluating and developing management competencies.
    IESE, FHN-320-E, febrero 1999. Cardona P., Chinchilla M. N.

    Summary: This technical note presents the different kinds of management competencies (strategic and intrategic) and personnel efficiency, as well as how to develop them. Management competencies are tools for cultural change.


  • Los roles en un equipo de trabajo: luces y sombras.
    IESE, FHN-318, septiembre 1998. Cardona P., Chinchilla M. N.

    Resumen: La nota recoge los roles clave que mejoran o disminuyen la eficacia en los equipos de trabajo. Se describen los roles constructivos y debilitadores para cada uno de los elementos de la toma de decisiones.


  • La motivación humana.
    IESE, FHN-245, octubre 1992. Cardona P., Fontrodona J., Pérez López J. A.

    Resumen: Es una recopilación resumida de diversas notas técnicas del profesor Pérez López. En 10 páginas, recoge las distintas visiones acerca de la motivación humana a lo largo de la historia, y las encuadra en tres grandes modelos de empresa: mecanicista, orgánico y humanista.


  • ¿Cómo enfocar los problemas humanos?
    IESE, FHN-243, septiembre 1992. Cardona P.

    Resumen: Esta nota trata de explicar cómo detectar problemas humanos en la empresa y cómo afrontarlos, siguiendo el esquema clásico de definición de problema, análisis, creación de alternativas, decisión y plan de acción. Para ello se apoya en un mini-caso que se va resolviendo a través de la nota, comentando las pegas y generalizaciones más comunes de los alumnos en sus primeros informes escritos.


  • Los problemas de acción: como definirlos y evaluarlos.
    IESE, FHN-231, noviembre 1991. Cardona P., Fontrodona J., Pérez López J. A.

    Resumen: El objetivo de esta nota es presentar un modelo para definir y evaluar los problemas de acción, a partir de la Teoría de la Acción Humana, de Juan Antonio Pérez López. Se empieza definiendo el paradigma de base de toda teoría de la acción, y después se adecúa este paradigma a una situación en la que los elementos que intervienen son personas. Este paso permite mostrar la diferencia entre un modelo estático de la acción y un modelo dinámico que tenga en cuenta el aprendizaje de los agentes que intervienen en la acción. A partir de aquí se presentan unas pautas para la definición de los problemas, así como una serie de criterios para la evaluación, tanto desde un punto de vista estático como desde el dinamismo que provocan los aprendizajes. La nota finaliza con la descripción de los distintos tipos de problemas que pueden darse, según tengan relevancia o no en la evaluación de los distintos criterios que se acaban de definir.

 

 


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