Case studies

This case study draws on secondary sources, which are cited in the case and included in the “References and Other Supporting Materials” section of the teaching note, as well as a semi-structured interview with the case’s protagonist to accurately portray the context, considerations and competing interests necessary for students to make an evidence-based recommendation about 5 Generation Bakers’ future. The case protagonist (Scott Baker) gave the author team written permission to use identifying information from the interview. As such, the authors made no attempt to disguise any names or facts pertaining to this case. As a descriptive incident, it illustrates widely used theoretical concepts and models. The case provides students the opportunity to identify theoretical concepts and practical management strategies moving forward in academic and management settings. No AI was used in writing either the case or teaching notes.

Scott Baker, owner of 5 Generation Bakers in McKees Rocks, PA, found himself in a difficult position in October 2015. Needing to find a new facility to expand his bakery business and meet the needs of the modern bakery industry, Scott was on his way to a meeting with officials from Cranberry Township promising a sleek, modern facility in an area with lower taxes and promising access to transportation. This tempting offer came at a cost: uprooting his loyal employees and abandoning McKees Rocks after several decades of his family operating a bakery there. On that October day, a twist emerged – the newly vacant lot of a recently closed Bottom Dollar store offered a chance to expand locally. Now, the family business owner had to decide: pursue the new facility in Cranberry, or revitalize his business and stay local. This case is widely applicable but is most directly relevant to modules related to ethics, corporate social responsibility, family business dynamics and stakeholder management analysis in management and leadership courses.

This case is most applicable to business students at the undergraduate or graduate level in entrepreneurship, business strategy, ethics, or related fields. The case is particularly relevant for modules in decision-making, corporate social responsibility, stakeholder management and family business dynamics.

This case analyzed a mix of publicly accessible primary and secondary sources ranging from blog posts to academic articles. Taken together, the case study shows the reoccurring arguments made by self-advocates.

Most of the videos and speeches mentioned in this case study are available online, and students can read/watch them in addition to reading the details presented here.

Autism Speaks entered the nonprofit scene in 2005 and rapidly became a powerful organization that raised substantial funds, collaborated with influential people and shaped public discourse on autism. However, from the beginning, the organization faced considerable criticism from self-advocates within the autism community who argued that the organization’s negative, medicalized narratives of autism undermined the neurodiversity movement’s goals of acceptance and inclusion. Tensions intensified over the next decade, with grassroots activists and disability rights organizations like the Autistic Self Advocacy Network demanding the inclusion of more autistic perspectives in the organization’s leadership and decision-making processes. The Autism Speaks controversy represents a powerful case study on how nonprofits should ethically represent their beneficiaries, collaborate with the community and engage with activist stakeholders.

This case study was designed for graduate or undergraduate students studying organizational ethics, nonprofit management or nonprofit funding and development.

After completion of the case study, students will be able to analyze disaster response mechanisms and the strategic decision-making process in high-pressure environments; assess the intricacies of cross-sector partnerships and their impact on effective disaster response; provide recommendations for leaders of nongovernmental organizations (NGOs) on how to achieve sustainable growth without jeopardizing an agile disaster response; evaluate the role of an NGO in influencing policy, advocating for vulnerable communities and driving systemic change; and craft an innovative strategy for an NGO to enhance its agility and social impact.

This case study outlines the transformative journey of the Food Bank of Morocco (FBM), an NGO established in 2002, focusing on eradicating hunger, extending aid during natural disasters and improving education quality in impoverished, remote areas. Under the leadership of executive director Sanae Bennesser Alaoui, who joined in 2014, FBM doubled its outreach, addressing both hunger and the broader needs of communities in crisis. The narrative captures the organization’s rapid mobilization and impactful response to the COVID-19 pandemic lockdown and the September 8, 2023, Al Haouz earthquake in Morocco, reflecting its agility and the trust it garnered from the community and diaspora. Highlighting its evolution, the case study details the FBM’s strategic partnerships, innovative aid distribution and commitment to Sustainable Development Goals, emphasizing gender equality and education quality. It also underlines how FBM gained trust from the community and the global diaspora, setting a foundation for future expansion and enhanced support mechanisms for those in need. FBM’s successes include its designation as a public utility organization in 2022, which opened the door to larger contributions and greater visibility. However, the organization faced ongoing challenges in securing sustainable funding and expanding its volunteer base to maintain its growing impact. As FBM navigated these hurdles, it continued to innovate and build partnerships to support its mission of fostering sustainable growth while responding to an emerging market most pressing humanitarian needs.

This case study is suitable for senior undergraduate and graduate levels.

Teaching notes are available for educators only.

CSS7: Management Science.

The case study was developed based on secondary data from the publicly available initial accident report of PIA flight PK8303. The facts presented in the report were then analyzed in the light of the Human Factor Analysis and Classification System (HFACS).

The case revolves around the terrible aviation mishap that occurred on May 22, 2020, when Pakistan International Airlines (PIA) Flight 8303 crashed in a Karachi residential area. A total of 97 people lost their lives in this tragedy, and it was Pakistan’s 18th major aviation disaster. The case study explores the human errors and failures of ground handling agencies, air traffic controllers, regulatory agencies, airline employees and cockpit crew by using the HFACS. The focus remains on mistakes made by people, which revolve around inefficient and ineffective communication, and contempt of safety regulations at various stages of flight PK8303.

The case study is designed for the students of aviation management at undergraduate and graduate levels.

This case serves as a teaching tool to illustrate the application of data-driven decision-making approaches within the contexts of entrepreneurship and hospitality management. The following objectives also align with categories in Bloom’s taxonomy (keywords underlined).▪ Evaluate the merits and demerits of potential business decisions through a data-driven analytical framework. This objective maps to discussion Question 3, 4, 5.▪ Evaluate the relevance and usability of available data and market research reports for effective data-driven decision-making. This objective maps to discussion Question 2.▪ Analyze business data and financial reports to evaluate business strategies such as marketing, vendor management and workforce management strategies. This objective maps to discussion Question 1.▪ Apply industry-specific business metrics such as the Menu engineering matrix to analyze the performance of menu offerings. This objective maps to discussion Question 5.

The decision-based case explores the challenges faced by Siddhartha Das, the founder of FoodWise Pvt Ltd, a multi-cuisine restaurant based out of Kolkata, India. Das initially launched an online Bengali meal delivery service in 2017, which successfully expanded into an offline multi-cuisine retail outlet by October 2019. However, the COVID-19 pandemic dealt a significant blow to his business, preventing it from achieving profitability. The case is set in July 2021, where Das reviews his half-yearly performance report recognizing the imminent risks threatening his food venture unless immediate changes are undertaken. The multi-cuisine nature of his restaurant business necessitated higher expenditures on specialty chefs and costly vendors to maintain premium food quality. Faced with a dilemma, Das must decide whether to continue with the current multi-cuisine model and find ways to manage costs or to evaluate the performance of his six cuisines and consider switching his venture to a specialized cuisine restaurant. The case invites students to assist Das in making a data-driven strategic decision by using Menu Engineering and exploratory data analysis techniques.

This case study is designed for master’s level students in business management, with specializations in marketing, strategy or business analytics, as well as for students in specialized management programs in hospitality or entrepreneurship. It can also be included in management development programs on data-driven decision-making. It is particularly well-suited for management elective courses on hospitality management or entrepreneurship. The case can be positioned in the second half of the course, once students have been exposed to financial reporting and data analysis techniques. Topics such as menu engineering and data-driven decision-making can be effectively explored through this case.

Teaching notes are available for educators only.

CSS 12: Tourism and Hospitality.

The learning outcomes are as follows: develop an understanding of challenges faced by organizations regarding strategic planning; examine the strategies formulated by organizations that can enable wider adoption of a service offering; analyse service quality gaps that will provide new insights; and evaluate the strategic choices that would impact the growth of the organization.

Peter Bushwash International (PBI) was an organization that managed 60 tennis centres in 25 countries. With a staff of 100 tennis coaches worldwide, over 3 million students participated in PBI’s tennis programs. Cesar Morales was appointed the Technical Director on a two-year contract for the PBI’s new tennis centre in Bangalore (India). Morales had to decide if a decentralized strategy (hub-and-spoke model) would create broader growth for the PBI tennis program instead of operating as a premium hub with fewer students.

The case was written for organizational strategy, marketing and service quality courses for undergraduate business students (BBA).

Teaching notes are available for educators only.

CSS 7: Management Science.

This descriptive case is drawn from the secondary sources by Mungaray (2018), a dissertation. The author, Kimberly R. Shannon (f.k.a. Mungaray) conducted the qualitative research over several months that included several dialogue or talking sessions with organization personnel. Additionally, she collected journals kept by the participants and conducted one-on-one interviews with each participant before and after the series of talking sessions. IRB approval was obtained prior to data collection. The people and places were disguised pursuant to the secondary sources. No AI was used in the writing of the case or Instructors’ Manual.

This descriptive case study considers the dynamics surrounding the promotion of women to top management (partner) in a Certified Public Accounting firm. The case study presents the perspectives of the current partner and the potential partners to help students recognize microinsults, microinvalidations and other privileged behaviors that perpetuate stereotype threat and learned helplessness, which thus creates barriers to career progression. These often unintentional comments and behaviors may further marginalize certain people (women, people of color and other marginalized identities, including an intersection of identities). The case concentrates on gender inequities and helps students develop an understanding of leadership implications while exercising their ability to consider multiple perspectives and motives. The case enables students to develop a plan of allyship.

This case is appropriate for undergraduate courses in ethics, organizational behavior, leadership, industrial psychology, sociology, women and gender studies, capstone courses in business or accounting and communications. Graduate courses in organizational behavior, leadership and women and gender studies.

The case was developed from interviews with the couple. Josh is a coauthor. The other coauthor was incorporated to offer an unbiased perspective. The names and banking institutions are disguised, but the financial information represents the couple’s actual financial situation at the time.

This case centers on Josh and Selene Stone, a real couple whose identities have been disguised. They are striving to optimize their budget and save for a better home. The case outlines the couple’s goals and details their income and expenses by providing their bank and credit card statements for a 3-month period. Students are tasked with applying their financial planning knowledge and skills to create a budget for the couple and make recommendations to optimize their spending patterns.

The case was designed for use in an introductory undergraduate Personal Finance course where personal budgeting is discussed. The case is best positioned following a lecture/discussion on personal budgeting such as:▪ Chapter 2 of Focus on Personal Finance by Kapoor, Dlabay, Hughes and Hart.▪ Chapter 3 of Personal Finance by Garman and Forgue.▪ Chapter 2 of Personal Finance by Keown.▪ Chapter 5 of Personal Finance by Siegel and Yacht.This paper has seen Personal Finance offered at a general education level, as an elective for Business Administration majors, or even as a required class in a specialized Financial Planning curriculum. Positioning a case in Personal Finance can often be challenging because of the diverse nature of these audiences. In this case, this paper has tried to use plain language whenever possible to make it accessible to a broad range of students while providing enough data for business students to make informed financial planning recommendations.

This case study introduces some elements of strategic management process that instils competitive advantage on an entity such as a higher educational institute (HEI). It endeavours to achieve the following goals: comprehend strategy implementation through the sustainability paradigm; demonstrate the concept of cost-benefit analysis in strategy; analyse the challenges to new product adoption; and deliberate on extension of the project to include newer areas for greening. Thus, students would be taught about strategy implementation through the sustainability paradigm: they would be introduced to the concept of cost-benefit analysis through an application of the concept in strategic decision-making; students would be taught the about the challenges in new product (such as greening equipment) adoption; and they would be guided to deliberate on the extension of the project in newer areas of greening.

Prof Atmanand, as the Director of MDI Murshidabad (MDIM), was combating the challenge of leading the campus of the fledgling institute in its initial years. It was May 2023. MDIM was a business school in West Bengal, India. Atmanand had formulated a strategy of “greening” of the campus using a solar lighting system and organic waste converter to start off. The first steps were initiated in early 2021. The possible gains from this move needed to be weighed against the possible costs. Possible benefits included reductions in electricity expenditure, easier conformation to contemporary waste disposal norms, better scores in HEI-ranking exercises and increase in brand value of MDIM. The principal costs were: capital expenditure, possible higher payback period and challenge in adoption of sustainability products such as organic waste converter. The case study engages the student to learn about competitive strategy design and implementation in an HEI, and the resulting challenges. The case study can consequently be used in a Master’s level course in strategic management (competitive strategy) in the context of sustainability management, or as a case in the elective sustainability management offered to the senior batch in the MBA curriculum. The case study weighs out the benefits of the “greening” programme at MDIM against its possible costs. The possible benefits were manifold: reduction in electricity bills, easier conformance to contemporary waste disposal norms and higher scores at HEI-ranking exercises, both at the national and the international levels. Some benefits were not so quantifiable, such as better “press”, and consequent increase in brand value of MDIM. Weighted against these were the costs, capital expenditure, possible higher payback period and lack of in-house operational expertise (such as mechanics). The decision is not easy; although there are numerical tools (indicated in the case), they must be supplemented with a holistic understanding of the context, and any decision to be taken would require a combination of qualitative understanding along with numerical indicators. The case also exhorts the reader to understand problems in adoption of sustainability products and attempts to look to the future in terms of managerial initiatives.

This case study is suitable for postgraduate level (MBA) and executive programmes.

Teaching notes are available for educators only.

CSS4: Environmental Management.

Learning Objective 1: Develop students’ ability to critically assess and probe the challenges of aligning business objectives with compliance to local and international environmental regulations. Students will learn to identify how tensions between regulatory compliance and business goals influence decision-making processes in resource-intensive industries.

Learning Objective 2: Increase problem-solving skills of students by exploring the trade-offs between economic growth and environmental stewardship. They will be able to examine real-world dilemmas, such as community displacement, biodiversity loss, and pollution in mining contexts, and understand how to navigate these complex challenges using insights from Dr Nick’s experiences.

Learning Objective 3: Advance integrative learning, inquiry and interpretive capabilities of students by demonstrating the significance of ESG principles in mining operations focusing on environmental management, community engagement, and ethical governance. Students will learn how to integrate these principles into corporate strategies to achieve a balance between profitability and sustainability.

Learning Objective 4: Equip students with hands-on experience through real business scenarios by addressing dilemmas companies face in the era of climate change and appreciate the role of leadership in driving and implementing sustainable practices. Students will understand how leaders like Dr Nick balance stakeholder interests, ethical standards, and operational efficiency, and how this balance impacts the company’s growth and sustainability objectives.

This case introduces students to the difficulty an environmental manager faces in balancing the interests of the community at large with the company’s goals. Dr Nick Okello, an environmental manager at Base Titanium, is the protagonist of the case. For several years, Dr Nick has overseen the business’s environmental programs at the high-grade mineral sand mine called Kwale Operation, which is situated along Kenya’s coast. The case allows students to explore how Environmental, Social, and Governance (ESG) principles are applied in a mining company setting by using this case study. Simple assessments can be applied by students to evaluate ESG and discuss their analysis of it. The mining industry’s intricate relationship between corporate governance, business strategy, and environmental stewardship is exemplified by the Dr Nick case at Base Titanium. It provides a critical analysis of the difficulties businesses confront in attempting to strike a balance between sustainable ethical business practices and economic growth, especially in areas where governance issues are common.

This case is suitable for use in executive education, MBA, senior undergraduate, and other graduate-level business programs in courses such business management, organizational behaviour, environmental sciences, project management, strategic management, operations, finance, corporate governance, leadership, and sustainable development.

Teaching notes are available for educators only.

CSS 4: Environmental Management.