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Supplements the (A) case.

Describes the career transfer and development system at UPS, showing incentives and policies that move managers across countries and functions, and how this movement develops high quality general managers.

To demonstrate the way in which a cross-functional, cross-cultural career transfer program can break down silo and national barriers and achieve cost effective integration.

Describes how UPS created UPS Supply Chain Solutions, an entirely new business, with carefully selected target market segments for which unique and extensive value offerings were designed. To build this business UPS made numerous acquisitions and successfully resolved post-acquisition integration challenges in compensation, information systems, personnel policies, and organizational culture.

Do social movement organizations increase the supply of a public good? We address this question by investigating the role of generalist social movement organizations and technology-focused organizations for the development of the electric vehicle (EV) charging infrastructure in California from 1995 until 2012. We find that increases in the membership of Electric Auto Association (EAA) chapters in the cities of California enhanced the number of EV charging stations set up in each city. Our analyses also show that the organizational diversity of the environmental movement spurred the growth of EAA membership but did not directly increase the establishment of charging stations.

Purpose – This chapter is intended to help strategy scholars evaluate when, why, and how to employ historical research methods in strategy research.

Design/methodology/approach – Drawing on theory and practice of historical research as well as on key examples from the history and strategy literatures, we develop a typology of research approaches to highlight the areas of potential complementarity between historical methods and “traditional” empirical methods in strategy. We then provide annotated examples of historical strategy research to highlight the benefits of this approach and to demonstrate how to make research-related decisions when employing such methods.

Findings – The chapter provides a step-by-step conceptual roadmap for conducting historical strategy research, primarily using an analytic narratives approach.

Originality/value – The chapter fulfills an explicit need for strategy scholars on the boundary of history. We anticipate that it will be a useful reference for those who are considering the use of history in their strategy research.

Identity movements rely on a shared “we-feeling” among a community of participants. In turn, such shared identities are possible when movement participants can self-categorize themselves as belonging to one group. We address a debate as to whether community diversity enhances or impedes such protests, and investigate the role of racial diversity since it is a simple, accessible, and visible basis of community diversity and social categorization. We focus on American communities’ protests against Walmart's entry from 1998 until 2005 and ask whether racial diversity affects protests after accounting for a community's sense of pride and attachment to their town. We use distance from historical monuments as a proxy of a community's pride and attachment, and after controlling for it, we find that community's racial homogeneity significantly increases protests against Walmart.

In this paper, we explore the conditions under which organizations that compete in both market and non-market domains might engage in collective strategy. We study low-power FM radio activists in the U.S., who employed a collective strategy both within and across geographic communities to gain the right to broadcast in low-power broadcast spectra. By comparing and contrasting two stages of the micro-radio movement, we argue that, under certain conditions, for collective strategy to be viable, organizations competing on the dimensions of both ideology and resources must recognize themselves as members of an identity group, based on their common struggle against a stronger, more salient enemy. We highlight the role of collective strategies in the processes of organizational ecology, and discuss the generalizability of our argument.

Constitutive legitimacy can be created through evangelical appeals, the efforts of social movement organizations, the enactment of laws that authorize new products, and advertising by firms.This paper investigates these parallel routes to the legitimacy of the car in the early American automobile industry. The results show that evangelical appeals in the form of reliability contests organized in a focal state and social movement organizations in the shape of automobile clubs significantly increased automobile sales in the focal state. The positive effects of reliability contests on automobile sales increased with the number of automobile clubs. However, the effects of auto clubs and reliability contests declined as advertising by firms grew, and fell with the passage of time since legislation authorizing the car in the focal state. Taken together, these results suggest complex interdependencies among the parallel routes to constitutive legitimacy in the case of new industries.

Learning theory explains how organizations change as a result of experience, and can be used to predict the competitive strength of individual organizations and competitive pressures in organizational populations. We review extant learning theoretical propositions on how competitive strength is affected by experienced competition, founding conditions, and observed failures of other organizations. In addition, we propose that niche changes are an important source of learning. We test these propositions on data from the Norwegian general insurance industry. We find that historical density increases failure rates, contrary to some earlier findings, and also that the effect of founding density supports the density delay rather than trial-by-fire hypothesis. We find that failures of others before and during the lifetime of the organization reduce failure rates, and niche changes reduce failure rates for joint-stock companies but not for mutual firms. Overall the findings suggest that organizations learn more cheaply from the failures of others than from their own experiences, and that the stresses of competition can overwhelm the learning effects of competition.

Every paper needs a theme. Luckily, the venue defines the theme for me; how did the initial conditions at Stanford affect the development and diffusion of population ecology as a theoretical research program. I use the term theoretical research program reluctantly, especially considering the context of the department of sociology at Stanford University during the 1970s and 1980s (Lakatos & Musgrave, 1970). Nonetheless, I believe that population ecology can be usefully described as such. It is not a theory but rather a collection of theories developing over time with progressive problem shifts. There are methodological rules that define what paths of research to pursue and to avoid (Pfeffer, 1993, p. 613).