OMP 410

MANAGERIAL POLICY AND CORPORATE RESPONSIBILITY

January 2004

Donna Trent, Ph.D.

 


 Module Description

 

This capstone module considers the responsibilities of both manager and organization. Attention is given to three distinct but related themes:  the social responsibility of an organization; public policy toward business organizations; and individual managerial ethics.

 

Learners will explore the multiple, competing claims placed on the manager and the organization.  The expectations society has of organizations are rooted in the values of society as well as the economic roles played by modern organizations.  Government policy toward business, in particular, is at least partly a reflection of social expectations of business.

 

Learners are challenged to make ethical analysis a routine part of their decision-making framework.  They also are asked to identify ways the organization can be socially responsible as an institution.

 

This capstone module will offer the learner an opportunity to reflect on the importance of education for a manager; the value of learning in the liberal arts context, and personal growth that has come as a result of the Goshen program. Learners will explore the ongoing process of vocational choice.

 

Finally, learners will have an opportunity to look outward and embrace the larger community in which they live. Through a service project, they will practice, in a small but meaningful way, the ethic of “giving back” a portion of the richness they have gained through their Goshen experience.


Learning Outcomes

 

Upon completion of this module, learners should be able to:

 

  1. Be able to speak and write clearly about the interface among business, government, and society.
  2. Be able to speak and write clearly about the concept of the “social responsibility of business” or “corporate social responsibility.”
  3. Be able to speak and write clearly about some of the values implicit in the American business system, and their own and others’ values.
  4. Be able to identify clearly how a manager may strengthen ethical behavior in the workplace.
  5. Be able to articulate some of the strengths and weaknesses of a liberal arts education for managers.
  6. Be able to articulate some specific ways they have grown and changed during the course of their Goshen journey.
  7. Demonstrate the confidence that they have begun to practice what will become a lifelong habit of identifying and dealing with issues important to their personal and professional life.
  8. Speak and write clearly about the experience of serving others.

 

Texts and Materials

 

Hoffman, W. Michael et. al. Business Ethics: Readings and Cases in Corporate Morality. NY: McGraw-Hill, 2001.

 

Palmer, Parker J. Let Your Life Speak: Listening for the Voice of Vocation. San Francisco: Jossey-Bass, 2000.

 

Smith, Hyrum W. What Matters Most: The Power of LivingYour Values. NY: Simon and Schuster Adult Publishing Group, 2001.

 

Cases:

 

Malden Mills (A) by Nitin Nohria and Tom Piper. Harvard Business School # 404072

Malden Mills (B) by Nitin Nohria and Tom Piper. Harvard Business School # 9-404-073

Donna Klein and Marriott International (A). Harvard Business School # 9-996057

Donna Klein and Marriott International (B). Harvard Business School #9-996058

The Pharmaceutical Industry  Responds . Harvard Business School #703005

 

Reprints

 

Chickering, Arthur W.  “Liberal Education, Work, and Human Development.” American Association for Higher Education Bulletin, Vol. 33, No. 7, March 1981, pp. 1, 11-13, 16. Adapted by author in 1994 for inclusion in Steltenphol, Elizabeth, Jane Shipton, and Sharon Villines, eds. Orientation to College: A Reader On Becoming an Educated Person. Belmont, CA: Wadsworth, 1996.

 

Noyce, Gaylord.  “The Dilemmas of Christians in Business.” The Christian Century. 12-19 - August 1981-802-804. Reprinted from Goshen College syllabus for OMP 410, dated June, 2000.

 

Powers, Charles W.  “What is Corporate Responsibility?”  (includes introductory note by Delmar Good).  Reprinted from Goshen College syllabus for OMP 410, dated June, 2000.

 

 

Additional Resources

 

OMP 410 Course in BlackBoard format, with links.


Reading Assignments

 

Prior to Week One

 

 

Prior to Week Two

 

 

Prior to Week Three

 

 

Prior to Week Four

 

  • Hoffman, Chapters 8-11
  • Smith, Part 4
  • Powers article “What is Corporate Responsibility?” including introductory note by Goshen College (Indiana) Professor Delmar Good
  • Noyce article “The Dilemmas of Christians in Business”
  • Donna Klein and Marriott International  (A) & (B)
  • The Pharmaceutical Industry Responds

 

Prior to Week Five

 

  • No additional reading required

 


Course Journal

 

You will be keeping a journal, as a Microsoft Word document, as you travel through OMP 410.  This journal will have 3 parts:

 

  • A personal element, in which you will make notes on the Palmer and Smith books as you read.  This journal may be written in any style you wish and should be very reflective.  Consider doing some of the exercises Palmer suggests or that he has done in his own life journey.  The purpose of this journal will be to discover your own vocation, and to live it through the expression of your values.  You may not complete this part of the journal during this course; it may rather be an ongoing project in which you continually (or periodically) evaluate your life journey in the context of the present.  I will read your journal entries each week but will not grade them.  (While ungraded, this journal is a course requirement; failure to turn in this journal each week will result in a reduced grade for the course.)

 

Please run a spell check before turning in your journal each week.  However, you have considerable latitude in how you write this journal.  Free-writing, sentence fragments, random thoughts are acceptable.  The point is to examine your own sense of vocation, of life work:  Questions you may consider include:  What kinds of activities made me happy when I was a kid? What makes me happy today?  Where are my passions? What kind of work should I be doing? What is most important to me? What do I feel passionate about? Where do I derive energy from? What can I do about what matters most to me?

 

This entry should be a minimum of one page weekly; there is no maximum.

 

  • Case analyses.  For weeks two through four, you will be assigned one or two cases to read and analyze.  Write a 2-3 page paper, with quotations, properly cited, applying the theories and information from the assigned readings to an analysis of the case assigned to you. This journal entry will be graded separately for content and mechanics.

 

  • Elements of your final paper.  In your final paper you will be asked to reflect on this course, addressing the learning outcomes specified and including at least one quotation, properly cited, that supports each learning outcome.  This will be a work in progress until final submission, Week 5.  You are encouraged to turn in drafts of this paper, which will not be graded but in which your instructor may identify mechanical problems that could lead to a reduced final grade.  If you do turn in drafts, please proofread them carefully first.  When complete, this paper will be worth 300 points, roughly 40% of your grade.  It is to be written in the essay form, with in-text headings corresponding to stated learning outcomes.

Service Project

 

It is unlikely that you have traveled this far on your Goshen College journey without having encountered Goshen’s motto:  Culture for Service.  The words Culture for Service mean different things to different people, as you will note from the essay by Rachel Lapp, “Culture for Service:  A journey, an action, a commitment, a motto,” included in this syllabus.

 

While your Goshen experience may have been, to date, essential a solitary one (setting aside family demands, studying nights and weekends), it is inevitable that you ultimately reach outward with the knowledge and skills you have gained in solitude.  Parker Palmer addresses the importance of community in his book Let Your Life Speak: “[Abundance] is created when we have the sense to choose community, to come together to celebrate and share our common store….Authentic abundance does not lie in secured stockpiles of food or cash or influence or affection but in belonging to a community where we can give those goods to others who need them—and receive them from others when we are in need” (107-8).

 

As you complete this last required course at Goshen, you are invited to reflect on Culture for Service means, or could mean, to you and on how you can reach outward, into the larger community.  One of the requirements of this course is that you complete a group service project.  Each group member will be required to donate a minimum of 5 hours over the course of these five weeks to a service project of the group’s choosing. 

 

This project should have a tie-in, however loosely or tightly defined, to the principles of ethics that you encounter in the Boatright text or to a concept from Parker Palmer’s book Let Your Life Speak.  In other words, when choosing a recipient for your service, think of ways to frame your service in ethical or moral terms.

 

Your group may range in size from 2-4 people. 

 

The project will include:

 

  • A minimum of 5 hours’ service by each group member
  • A 5-7 page reflective paper, including the following elements:
    • A description of the project
    • Ethical basis for the project, including citations from one or more course materials
  • A group presentation, including at least one visual element:  Power Point presentation, story board, video, or other. Each group member must participate in this presentation.

 

Please give this project your best effort.  It is worth 300 points, roughly 40% of your grade.

 

 

 

Assessment

 

Points will be awarded as follows:

 

Personal journal:           Zero points, but final grade is subject to this assignment being completed and turn in each week (Weeks 1-5).

 

Case Analyses: 70 points per week (Weeks 2-4): 50 for content, 20 for mechanics.  Total points possible: 210.

 

Service project:            250 points.  All group members will be awarded the same grade. Presentation grade will be based on evidence of preparation and quality of presentation (100 points). Paper will be graded equally on content and mechanics (150 points).

 

Final paper:                  300 points.  This paper will be equally weighted for content and mechanics.  This paper is due the last night of class. 

 

Total points possible:    760

 

Grading scale:               684 and higher  (90-100%)      A

                                    608-683 (80-89%)                  B

                                    532-607 (70-79%)                  C

                                    456-531 (60-69%)                  D

                                    Below 456                               F

 

Writing standards

 

All written work submitted, except for the personal journal, must demonstrate college level writing competence.  Documentation and citations are to follow MLA format, as described and illustrated in Hacker’s A Writer’s Reference, 4th edition and augmented by handout from 5th edition.  Failure to cite properly will result in a substantially reduced grade.

 

Papers submitted after the due date will be subject to grade reduction, up to two letter grades.  The following standard applies:  One day to one week late: grade reduced by one letter; more than one week late: grade reduced by two letters.  Failure to submit the final paper on Week Five will result in an Incomplete for the course.

 

Attendance

 

It is expected that you will attend all classes, arrive by 6 p.m. and stay until 10 p.m.  If you know in advance that you must miss a class or arrive late, please notify the instructor as early as possible.  Missed class time will necessitate additional work, to be agreed upon by learner and instructor.


What is Corporate Responsibility?: Introduction

 

Introductory Note by Delmar Good

 

In 1971, Charles Powers, a professor of social ethics at Yale University Divinity School, published a book that addressed the issue of the investment policies of churches.  What ethical/social criteria should be used for the investment of endowments and other funds by the managers of these accounts?

 

In the 1960s a number of social observers had begun to call attention to the large investments being accumulated by churches, universities and various non-profit foundations and institutions.  These organizations often had idealistic religious and social service missions.  Their investments were viewed primarily as a way to generate income to carry out their programs.

 

In the social and political climate of the 1960s, critics began to question whether the investment policies of these institutions were consistent with their primary goals.  For example, in spring of 1966, two students from Union Theological Seminary persuaded hundreds of students to petition New York banks not to renew their revolving credit arrangement with the South African government in light of the apartheid policies of that government.

 

Powers identified a number of issues.  Different churches have different histories and theological understandings.  Shouldn't their investment policies at least be consistent with their own tradition?  A church that preached clearly against tobacco and alcohol would likely not want to own shares of a publicly traded tobacco company, to use a simple example.

 

Many denominations called on their investment managers to develop explicit ethical and social criteria as part of their investment policies.  But that moved the question back one step.  Beyond the simple temperance type criteria appropriate for some institutions, ethical investment criteria meant one had to address what is ethically and socially responsible corporate behavior.

 

The piece that follows is an appendix to Power's book, Social Responsibility & Investments.  Various viewpoints are discussed regarding that foundational question, "What is corporate responsibility?"  The piece offers a concise summary of several alternative positions, as well as a bit of historical flavor of the debate.

 

Today there are numerous mutual funds and other investment options that use explicit social criteria as part of their investment strategy.  Readers who want a bit more detail about the history of attitudes toward social investment criteria, or who are interested in the specific question of criteria for investment by churches and church agencies, are encouraged to read Powers.


What is Corporate Responsibility?

 

By Charles W. Powers

 

Not all perceptive observers of the American scene have universally hailed the shift in the language of corporate executives from unquestioned acceptance of the profit motive as the engine which has "made America great" to "corporate social responsibility" as the banner under which business will now help solve the nation's social crisis.  Critics challenge talk about "corporate responsibility" on essentially two grounds:  (1) that it is a smoke screen (albeit one with great public relations value) and reflects no important change in business practice at all, and (2) that if it ever should be more than rhetoric, it will be bad social policy.

 

Elaboration of these two points is imperative:

 

1       J.A.C. Hetherington suggests that management's acceptance of "responsibility" language has three primary motivations, all of which spring from its desire to retain its autonomous position of great power in the face of converging social pressures.  According to Hetherington, such statements are intended to serve the following purposes: 

 

a.        they assert to the stockholders the right and duty of management not to devote its efforts solely to the stockholders' interest (and hence to pursue its own or the company's long-range interest at the cost of adequate dividends);

 

b.      they suggest to employees, suppliers, dealers, and customers a benign concern for their welfare and thus implicitly reject the inevitable conflict between managerial goals and the interests of these groups; and

 

c.      they suggest to the public at large that the businessman may legitimately hold and exercise the power at his disposal since he is a public servant who can be trusted to act in the public interest.  (See "Fact and Legal Theory: Shareholders, Managers and Corporate Responsibility," Stanford Law Review, Vol. 21, January, 1969, pp. 247-48.)

 

2.      As early as 1958 and 1959, Theodore Leavitt and Eugene Rostow, now joined by Hetherington, Milton Friedman, and others, called upon business to eschew language and ventures which lead them away from primary if not single-minded concern for profit and economic growth.  Four closely related arguments support their position:

 

a.      it is only on the basis of their ability to turn a profit that businessmen can evaluate themselves and be evaluated by their peers, the stockholder, the government, and others;

 

b.      the overlapping of the spheres of business and government which corporate acceptance of social welfare duties involves will hinder government regulation of business and will further erode the private-public distinction which these critics believe is still the means by which the twin objectives of economic strength and "life, liberty and the pursuit of happiness" are possible under the American Constitution;

 

c.      that the businessman is without authority and an adequate perspective to adjudicate competently and equitably the competing claims of various interest groups; and

 

d.      that with the bewildering complexity of social problems which distract them, the businessman will fail to carry out the functions in which he is competent, i.e., functions which provide the economic means enabling government and other groups in the society already organized to solve social ills to attack them.

 

One can only agree that "corporate responsibility" is an elusive and potentially self-serving concept and that it can obfuscate rather than clarify the way in which social problems can be solved.  It can be argued, however, that the critics cited do not account adequately for the developments in American economic and political history outlined in Chapter 1, and consequently ask business and government to turn the clock back to a period which it would be difficult, if not impossible, to recover.  They may also not take seriously the "crisis of legitimacy," which has virtually forced the business community to adopt a new stance, and the growing body of businessmen who do not regard "social responsibility" as a dodge.

 

Wherever churchmen stand on this question, it will be imperative, as they invest their own and the church's funds, that they understand (a) the various views of the corporation's nature and objectives which business executives espouse and what they entail; (b) why they do or do not want corporations to undertake objectives other than profit maximization and growth; © what specific areas or aspects of corporate life concern them as churchmen, and how they want corporations to pursue objectives in those areas; and (d) how they think corporations can best organize themselves to carry out social goals.  No social investment policy concerned with corporate practice will be meaningful or effective until these questions are directly addressed and answered.  Consistent with all other parts of this book, this appendix does not propose the answers.  It attempts only to break down the "elements" so that the questions may be seen clearly.

 

WHAT IS A CORPORATION'S PURPOSE?

 

At present, three definitions of corporate purpose appear to be operative: (1) that the primary objective of business is societal well-being; (2) that the primary (or only) objective of business is profit and economic growth; and (3) that business has several objectives, among them profit and societal good, which must somehow be kept in relation to each other.

 

1.      R. Dorsey, President of Gulf Oil, has recently taken the first proposition: "Today maximum financial gain, the historic number-one objective, is forced into second place whenever it conflicts with the well-being of society."  This is an extraordinary statement.  Immediately one wants to know how Gulf Oil has reshaped its mode of operations, a reshaping which this shift in basic objectives should involve.  He also wants to know who defines the "well-being of society." President Dorsey has given some answers.  He accepts the principle of foreign operations in general managed by nationals; he gives business the primary responsibility for eliminating pollution; he also suggests that "our jury is the public."

 

         Those who are now protesting Gulf's involvement in the Portuguese colonies (which, they contend, provides the racist governments throughout the areas with increased tax revenues and badly needed, indigenously produced petroleum reserves) will want to know how the jury is to be heard.

 

2.      Roger Blough, former Chairman of the Board of the U.S. Steel Corporation, retains the traditional view of corporate purposes that profit and economic growth are the primary objectives of business.

 

         "It is true that the need for business to discharge a proper measure of social responsibility as a corollary need to that of operating profitably, is not always clear to us [businessmen] . . . . But what others frequently fail to comprehend is that a main ingredient for social progress is the increased wealth--the rise in the standard of living--which accrues to the country as a result of competitive initiative, technological innovation, and the investment and reinvestment of capital.  Producing this main ingredient was and is the business of business, a function which it is uniquely capable of performing."

 

         It is true that Mr. Blough stresses increased hiring of minority peoples, better education and more adequate housing, but the primary goal, indeed the business of business, is business.

 

         Closely related to this view and subsumable under this second category is that of Henry Ford II, who argues that the profit motive remains the goal of business but is more and more circumscribed by societal needs; indeed, social expectations become the only viable means through which to pursue profits! "From the standpoint of business, profit is the end and public service the means.  Business earns profit by serving public needs--but profit and not service is the goal of business.  From the standpoint of society and its members, on the other hand, service is the end and profit is the means."

 

3.      The third definition of corporate purpose, which suggests that business includes both profit and societal good among its objectives, is more subtle and allows for several ways of relating corporate goals.

 

a.      One is taken by David Rockefeller, President of Chase Manhattan Bank:

 

         Profit must remain the yardstick, because it is the measure of our efficiency, but profit must be based more and more on calculations of social costs and benefits as well as private costs and benefits.  We must accept the fact that economic growth is not an end in itself, but rather a means to a greater number of social as well as private ends.

 

b.      The other basic way of construing the profit-social benefit relationship is to see them as competing goals or purposes.  Robert J. Weston, General Manager of the Building Products Division of Boise Cascade, feels that the businessman must pursue two goals.  He must:

 

        . . . identify needs in the future marketplace that offer opportunities for business profit and identify needs in the society that offer opportunities for service to society, then vigorously pursue both goals. . . . If we accept the validity of pluralistic goals for the American corporation, then the structure and performance of business will change right along with the change in business goals.

 

         All of the executives quoted above view the business manager as a man who must reconcile or choose between a plurality of competing interests (most of which are in some way legitimate).  This schema shows, however, that corporate managers differ over what their goals should be as they choose among the claims.  Any investor who seriously wants to help the corporation be responsible will have to be aware of the nuances of these various positions on business goals and to clarify the relative merits of each.

 

WHY CORPORATE RESPONSIBILITY?

 

Closely related to the problem of corporate goals is the issue of why business now does or does not have social responsibilities.  Three basic rationales have been advanced:  (1) that the corporation is more competent than other institutions to deal with social problems; (2) that it is in the corporation's interest to solve social ills; and (3) that the corporation has an obligation to pay the costs of its social effects on society.  These are different, though not mutually exclusive, understandings.

 

1       Because the Corporation Is Competent.  Corporation executives are well known for their scorn of governmental inefficiency.  Not surprisingly, then, they believe that they have the skills to solve the problems which the government has not yet solved in the present crisis:

 

         Many governmental leaders at all levels, federal, state and municipal, have increasingly recognized the limitations of public agencies in coping effectively with many of our social problems.... More and more business leaders are recognizing that the great technological and managerial resources of American corporations are critically needed in the tasks of eliminating poverty, rebuilding the cities, modernizing transportation, cleaning up the atmosphere and water, and bringing black and other disadvantaged groups into the mainstream of our economy and democracy.

 

         Businessmen differ, however, on the ways of freeing that competence to operate.  Some see a closer and fuller coalition between business and government in these areas.  Some ask government to clear out and simply to referee the corporate attack on social ills. Others call for more government incentives in specific areas to provide the means by which business can attack the problems.  Still others feel that because business is competent and government is indolent, business will have to go it alone."

           

2.      Because It Is in the Corporation's Interest.  Other businessmen feel it is in the corporation's interest to become deeply involved.  For some, using its competence for social betterment is a matter of survival; for others it is a matter of creating stable and dynamic communities in the long run (which will ultimately mean stronger corporate enterprise).  Insurance companies, which have the greatest stake in the economic long-term growth, have been the most active proponents of the view that their own interest is inextricably bound up with the health of the nation.  Unfortunately, however, as is evident from the current recession, "responsibility" built upon these foundations is not terribly durable.  Henry Ford II acknowledges this point:

 

         Now that public expectations are exploding in all directions, we can no longer regard profit and service as separate and competing goals, even in the short-run.  The company that sacrifices more and more short-run profit to keep up with constantly rising public expectations will soon find itself with no long run to worry about.  On the other hand, the company that seeks to conserve its profit by minimizing its response to changing expectations will soon find itself in conflict with all the publics on which its profits depend.

 

3.      Because the Corporation Must Pay the "Costs" of Its Operations.  One of the most interesting rationales for business responsibility, partly because it is both durable and potentially quantifiable, stresses that business must pay the social costs of its operations.  There are two basic approaches here:

 

a.      The more aggressive approach is proposed by William H. Dougherty, Jr., executive vice-president of the North Carolina National Bank Corporation.  His is virtually the language of reparations: "It is axiomatic that private enterprise must answer the call because private enterprise started the whole mess in the first place. . . . Private enterprise, which started the whole tragic circle of events, failed to make even a token effort to meet these problems of the cities."  In a complex economic and political system the task involved in determining the actual causal connections between socially injurious business action or inaction and the resultant social decay is difficult, but some businessmen are now ready to undertake the task.  Some initiatives in hiring the hard-core unemployed, especially those where government incentives don't make them profitable, are examples.

 

b.      For others, "social cost" picks up from where things are now and makes sure that new and continuing corporate activities do not contribute to the development of any future deterioration of the social fabric.  The recent statement by the board of directors of the National Association of Manufacturers, made up of 150 corporate heads, espoused this view and linked it with the competency argument.

 

         The NAM acknowledges the obligation of the industrial community to participate in the solution of [social and economic] problems and to consider the impact of its own decisions and actions on the well being of the total society.  This obligation has particular force with respect to those social ills that are the direct or indirect consequences of industrial activity, or suggest action that business and industry have special competence to provide.

 

         Below the surface in most of these "reasons why" a corporation should take social factors into account is the acknowledgment that business is a "political institution" and must begin to act like one.  One finds such a view expressed most clearly in a speech by Alfred C. Neale, President of the Council on Economic Development and former first vice-president of the Federal Reserve Bank of Boston:

 

         We recognize further that the corporation is essentially a political institution, whatever its economic objectives may be. . . . A political institution must obtain the consent of the governed.  The consents that are needed are diverse and vary from institution to institution.  In the case of the corporations, the groups from which consents must be sought include managements, stockholders, the work force (with perhaps several different strata), customers, suppliers, bankers and financiers.  Likewise included are the local communities, . . . as well as the various levels of government that are often customers, regulators and lawmakers -and in all instances, tax gatherers.

 

         Those churchmen and others who seek to alter business practices will want to know the reasons for their social involvement which specific corporate managements offer.  They should be aware that the statements by corporate executives are not always lucid.  They are often vague and seem to accept contradictory goals or premises.

 

CORPORATE RESPONSIBILITY IN SPECIFIC AREAS

 

Corporate responsibility has less to do with what business says than with what it does, however.  The author's informal corporate survey concerning social responsibility revealed a most interesting trend: those corporations which provided the most impressive data on their actual involvement tended to be (or at least often were) those which had made less impressive public statements (and vice-versa).  Stockholders concerned with corporate responsibility will want, then, to test deed as well as word.  To do so, they must be clear about which aspects of corporate life they will emphasize in their efforts to get "beyond the rhetoric."  As a guide to this effort the following division of the corporate house may be instructive:  (1) the corporation's internal practice; (2) its support of external groups and purposes; (3) its product; and (4) its influence on public policy.

 

INTERNAL CORPORATE PRACTICE

 

Much of the literature on business ethics focuses upon such issues as the role of honesty, fairness, integrity, and openness in the internal workings of a corporation.  For example, "What do you put on the expense account?" Although these are not insignificant matters, they do focus only on issues of interpersonal morality and rarely relate directly to the larger internal institutional and structural issues which are this book's primary concerns.  These issues include:

 

Employment Practices.  Through such agencies as Project Equality, many of the nation's churches have indicated their concern for equal opportunity policies and have been a force, parallel to the government, in insisting upon corporate compliance.  Equal employment, however, involves many things.  In the present situation, the concern is not only for the percentage of minority persons employed, but also for corporate policies on recruitment, job-training, and the access of minority-group persons to the higher levels of the corporate structure.  A corporation's success in one of these areas does not imply either success or strenuous efforts in one of the others.  This fact makes difficult any evaluation of a corporation's responsibility in the area of employment practices on the basis of its participation in such programs as Plans for Progress, the National Association of Businessmen, Project Equality and other similar programs.  Much more precise indicators are needed.

 

Labor Conditions.  Unions are generally a more potent force for alleviating poor working conditions than the stockholder can ever be.  Still, vigilance in this area is needed, especially where unions have failed to insist upon high safety standards (the mining industry may be an example) or where workers are not unionized.  Again the issues are not simple.  Involved are not only safety considerations, but efforts in job-enlargement (to relieve boredom from repetitive tasks), job-enrichment (including educational programs aimed at upward job-mobility retraining in the face of technological obsolescence, and increasing the estimate of one's personal worth), job security, retirement plans, and so forth.  These issues are "old hat" in one sense, but for the persons involved they never are.

 

Plant Location.  Government incentive programs will remain the primary factor persuading business to think in social as well as economic terms about where they locate their plants.  Still, stockholder concern about this aspect of corporate practice could help increase management consciousness of the indirect effects of its decisions.  A few corporations have even used the argument that it is necessary for their employees to have easy access to new plant locations as a way to break down restrictive or discriminatory zoning patterns.

 

Pollution.  Initiatives on a broad front (including stockholder pressure) have resulted in more concerted effort in corporate research and development to reduce ecological and other effects of corporate production methods. (One rarely reads an annual report of an oil or other energy-producing company which does not include reference to these efforts.) Where government is caught between conflicting desires, on the one hand to increase revenues, and, on the other, to enforce stringent pollution legislation, stockholder concern about ecological matters could tip the balance.  Since research data on the precise effects upon the life cycle which different types of pollution cause has been slow in coming, ad hoc solutions have been the order of the day.  Research breakthroughs in ecological research are occurring regularly, however, and an informed stockholder could raise the level of discussion.

 

Supply and Sales Practices.  Although the number is small, some corporations have begun to seek out and support suppliers, dealers, and distributors whom the nation's marketplace has traditionally excluded.  F. W. Woolworth, for example, recently announced a multi-phased program involving the Harlem community in its new two-million-dollar outlet there.  The property on which the facility will be built has been sold to Harlem Freedom Associates, which will lease the property and convey the property to a local church which has appointed a "committee of representative citizens" to act as trustees for future income.  A black contractor is building the store, and residents of the Harlem area will staff it.

 

International Operations.  The character of international business operations has come under more intense scrutiny in recent years.  In foreign countries there are often no "public" agencies with even the kind of countervailing power which the American public sector has, and growth in international trade will undoubtedly increase the potential for American dominance of foreign markets in the next decade.  The proposition that business growth in developing nations is automatically a boon is as untenable an assertion as the one which claims that it is always a deleterious force.  Increased stockholder monitoring of foreign hiring practices, wages, working conditions (indeed, all that has been discussed in this section) could serve an important purpose.  Another serious issue is the extent to which foreign business operations shore up governments (through taxes and support of governmental programs) which have no legitimacy and would not have the people's support were it not for international business.  On the one hand, one does not want American businessmen determining the public policy of foreign states and hence welcomes evidence that they attempt to remain a "neutral" force in the development process.  On the other hand, "neutral" forces can often prop up socially reactionary and dictatorial governments.  Informed and specific criticism or commendation of corporate foreign practices may be an increasingly important role for churches as stockholders.

 

Advertising.  Government has brought corporate advertising under increasing scrutiny.  The "truth in" legislation has greatly reduced fraudulent or misleading claims.  But studies show that a variety of sales techniques and credit gimmicks still often exploit the poor.  In addition, one can raise questions concerning the effect of advertising upon American life-styles in the light of evidence suggesting that advertisements can effectively create and change the wants and values of those who see or hear them.

 

Corporate Support of External Groups and Purposes.  Businesses in a variety of ways may support projects and institutions which are not tied directly to the workings of the corporation.  Corporate giving is a primary way, and we will look at it first.  Of all the areas in which "social responsibility" involves a clear and nonrecoverable cost to the corporation, charitable giving has received the clearest legal authorization.  The Internal Revenue Code permits tax-exempt deduction of up to five percent of pretax profits, and the legal precedents for allowing gifts only very indirectly related to specific business purposes are quite strong.  Even so, corporations have stabilized their contributions in recent years at a small fraction of the allowable percentage: .68 of one percent (although two large corporations regularly give the maximum allowable).  It is noteworthy that the contribution percentage of the largest corporations generally is less than the .68 average.  Some argue that corporate giving which is not directly beneficial to the company should not be dispersed by the management, but should be turned over to the stockholders to spend or contribute as they choose. (Proxy initiatives to enforce this view have regularly lost by wide margins.) Others argue that corporations are the one remaining major source of charitable giving with a growth potential in the country, and industry should be encouraged to increase the percentage given.  While these issues are not insignificant, it may also be important for church investors to examine patterns of corporate giving and attempt to alter them if they feel the corporation supports inappropriate or ineffective charitable concerns.  In general, education and civic organizations (the United Fund is a primary recipient) receive the greatest support.  The National Industrial Conference Board (NICB) estimates that no more than ten percent is earmarked for minority groups and urban problems.  Still, corporations differ widely in their giving practices.  Some oil and chemical companies (Shell Oil is an example) direct most of their support to the science and engineering departments in colleges and universities.  On the other hand, one major industrial firm contributes primarily to black community organizations.

 

Skill sharing is another arena of corporate aid to sectors of the society which have not fully shared in the nation's economic life.  Many large corporations now free some of their technicians and executives from company responsibility on a periodic basis (a day, a month, or a year) to help minority-controlled businesses develop needed skills, write proposals, or draw up capitalization plans, for example.

 

Corporate Product.  Distinct from both its internal and external management practice is the question of the social utility of the corporation's product.  As we have seen, churches have traditionally not purchased stocks in corporations whose primary products were alcohol and tobacco.  But there may well be a variety of other products or product features which a responsible investor will be concerned about.

 

a.      Product Safety.  In a highly technological society, one should be precise in making accusations that certain products are unsafe.  Has the corporation failed to do adequate research? Is construction of the products poor or scanty? For example, some corporations in the drug industry are accused of marketing worthless and sometimes harmful drugs.  As discussed earlier, anti-personnel weapons and other products for the military may well be considered "unsafe," to say the least.

 

b.      Product Effects.  Many products as well as production practices affect the environment.  These range from pollutants emitted by automobiles to the present controversy over returnable vs. nonreturnable containers.  In general, the products which America buys, uses, and disposes of, greatly condition its quality of life.  As the economy becomes more service oriented, the quality and purpose of the products it decides to make available become increasingly important concerns.

 

CORPORATE INFLUENCE ON PUBLIC POLICY

 

In a host of ways, what the government regulates or subsidizes is of paramount concern to the society's quality of life.  As we have seen, the relationship between government and business is, today, not usually an antagonistic one.  Hence, the church may have a responsibility to monitor what management tries to persuade government to do.  Here are some examples.  A church which views the establishment of free trade as a precondition to a healthy world economy may be at least as effective in expressing that view on a proxy statement or in a corporate board room as it is in church synod or assembly resolutions.  A church concerned about environmental protection may find it important to persuade business not to attempt to block government proposals for pollution regulation.  Extraordinary subsidy programs won through political persuasion can also affect the nation's priorities.  Church and other stockholders should also be concerned that management does not exploit such subsidies or plumb for the "wrong" ones. (The oil depletion allowance or military-industrial relationships may be cases in point.) This is the most subtle, complex, and sensitive area of those which have been discussed; it also may be the most important.

 

One should stress, however, that stockholder activities which pursue the alteration of corporate-government relationships in the existing economic and political system are prerogatives of any part owners of a corporation.  The stockholder abdicates his responsibility when he fails to scrutinize carefully blatant abuses in this arena.  It can hardly be construed to be an example of church "interference" in matters about which it has no mandate or concern.

 

STRUCTURING CORPORATE RESPONSIBILITY

 

If corporate social responsibility is ever to be more than a public relations man's catch phrase, the modern corporation will have to find a place in its organizational charts for the men who will carry out that task.  Changes in the goals and directions of large institutions rely heavily upon the structures which bear the weight of those changes.  The organizational charts of, for example, the Ford Motor Company suggest the extent to which that company has recognized this fact.

 

And yet, executive Robert Weston's comment probably still stands,

 

     I have yet to see an organizational chart that shows how the job gets done . . .  In truth it must be said that present organizational charts just have too many defects.  They do not indicate the significance of the white space between boxes; they do not delineate lateral communications; they establish artificial management levels. . .

 

The recent study of urban affairs departments by Jules Cohn documents this observation.  Of the 247 corporations (from Fortune's lists of the largest financial and industrial corporations in America) which Cohn studied, 201 now have some type of urban affairs program.  This represents an important initiative by corporate enterprise, since only four of these departments existed in 1965, and most have been inaugurated since urban riots startled corporate management.  But further reading of the Cohn article reveals the following problems:

 

1.   Many of these programs are anomalous and have no abiding slot in the corporate framework: "We didn't know where to put it, so we formed a committee," one New York banker reported to the Cohn study.

 

  1. Few urban affairs departments have a clear line of access to the corporation's chief executive; many have been placed in personnel departments--which suggests a very limited range of activity; even more disappointing, 40 are located in public relations departments.

 

  1. Only seven of the urban affairs executives interviewed plan to make their careers in this arena of corporate life; many see their assignment as a "dead end" or wonder whether they have been shunted off to the side in the battle to the top.

 

  1. Only five of these executives were trained in fields which they felt were relevant to the  new  assignment.  Most are trained in traditional business.

 

Urban affairs departments will need clear budgetary allotments and performance standards different from those operating in other parts of the corporation.  And in order to be accepted as an important and permanent part of a corporation's life, they will need strong support from top management.  Urban affairs departments in only five of the companies Cohn surveyed believed that they had such assurances.

 

A whole range of other proposals have been made for "structuring in" social responsibility concerns in a meaningful way.  Some have proposed "public directors," including those who represent constituencies affected by the corporation (the Campaign GM proxy proposal included such a proposal).  Others suggest (and again Campaign GM was an advocate) the establishment of a shareholder's committee with access to corporate information which would report to the stockholders on the successes and failures of management's initiatives toward more responsible practice.  Others have suggested an urban affairs head, reporting to the corporation president, whose staff would fan out into the rest of the corporation and develop proposals for more coordinated social responsibility goals and efforts.  A proposal not necessarily incompatible with those mentioned is that the "public business" of the corporation be given a "line" and not a "staff" function headed by an executive vice-president who also sits on the board and heads a "public business" committee on the board.  By inventorying corporate resources and inventorying the problems which the corporation could affect, this "public business" department could develop more systematic approaches to social ills which the corporation could help alleviate and have clear access to the ultimate decision-making body to gain sanction for its proposals.

The notion that the corporation must alter its structure in assuming its new responsibilities is so new to most corporations that only massive efforts will be able to determine what is required.  While stockholders may not be able to perform this task alone, it is appropriate that they spur the effort and sanction its results.

 

SUMMARY

 

Although corporate enterprise has become more and more concentrated in the hands of a relatively few managers, it does not follow that all corporations are the same.  In one major urban area, one of the largest banks has developed a complex, wide-ranging urban affairs committee to oversee and develop more flexible mortgage policies, soft loans, and minority hiring programs, to aid marketing of minority-produced products, and to encourage bids from minority-owned suppliers and corporate giving.  In the same city another large bank has adopted the rather strange view that because higher-risk loans might hurt the lendee in case of default, no such loans should be made.

 

The socially conscious investor has the task of discerning these differences and adding his voice to those who encourage the conscientious and chastise the sluggish.  The potential of the American church to effect meaningful changes in providing for the health and welfare of this society may rest as much with the ability of churchmen to hone the powers of discerning the shadow from the substance of corporate initiatives in the area of social responsibility as in its efforts to deploy its own--and in comparison--scanty resources in the pursuit of those goals.

 


  The Dilemmas of Christians in Business

 

There is no community of moral support for Christians

working in a capitalist economy.

 

By Gaylord Noyce

 

A businessman friend of mine recently joined a discussion that had begun around the Gospel texts on taking up the cross and following Jesus.  "Whoever would save his life will lose it, and whoever loses his life for my sake will find it."

The other participants in the discussion were also business executives, and they nodded agreement as Jack, troubled, bluntly stated his dilemma:  "I think I can serve my neighbor in my church work and my civic involvements.  I do a lot of that.  At work I have to be self-centered, self-seeking."

Jack was too honest to hear any of my remonstrances.  "But in your earning, you are serving your family," I said.  "You serve your employees and you serve this community's economic well-being."

"No," he said, stressing his sense of being trapped in an immoral situation, "at work I have to be selfish."

Within a very few weeks I happened to be talking with another small-scale entrepreneur who was also a dedicated churchman, at that very season pouring hours into a regional campaign for spiritual renewal in the churches.  In response to my description of Jack's feelings, Warren was quick with agreement:  "Unfortunately, he is right.  The only way to get along in business is to elbow your way along more aggressively than the next person," he lamented.  "You have to be able to kick and push the others more than they kick and push you."

Those two conversations have stuck with me not because I had previously assumed that business was sweetness and light but because beneath each of them I detected a troubled and reflective person who is being inadequately served by the church and the secular philosophers of our economic order.  Neither of these men had a rationale that could help him morally integrate his work, his faith and his idealism.  Both invested the major part of their energies in pursuits that, according to their own best insights, involved questionable practices.  Neither had an intellectual handle or a community of moral support and criticism to help him cope with his schizoid experience in a capitalist economy.  Not as economists but as fellow Christians and pastors, religious leaders owe men and women of business some help in their struggle.

We are not wanting for moral critique of our present system of business enterprise, of course.  Substantial and passionate socialist proposals and exhortations are available.  In the religious world, liberation theologians speak in highly moral terms about economic oppression and the need for systemic change.  Unfortunately, the evidence is inconclusive when we evaluate attempts actually to practice what doctrinaire collectivism teaches--at least in terms of advantage to the American society with its relatively free market system.  This is true whether the arguments focus on economic growth, distributive justice, economic initiative or personal liberty and well-being.  (Interpreting the data is difficult; the hermeneutic circle in evaluating social reality is at least as troublesome as that in Scripture studies.)

Moreover, my two friends do not find liberation theology very helpful for their own daily work, important as that analysis might be in provoking church study group discussions on foreign policy, Third World development and domestic political affairs.  Neither of my friends works for a multi-national corporation.  Neither is involved directly in exploiting or aiding Third World peasants and craftspeople; neither is manufacturing anything harmful to the environment or dedicated to war.  They simply need help in making some kind of Christian sense, if that is possible, of the trap they experience as Christians in business.

On the right, there is available to Jack and Warren another ideological critique of our present system, one found, for example, in the best seller by Milton and Rose Friedman, Free to Choose (Harcourt, Brace, Jovanovich, 1980).  Here is a Nobel Prize-winning economist writing with his wife on economic and social philosophy; and with a link to Friedman's national newsweekly column, as well as a 13-week educational TV series, the book commands a vast audience.  Ronald Reagan says Free to Choose is must reading.  The Reader's Digest claims it puts us back in touch with how a free society can work.

The Friedmans' book uses selected stories and statistics that propose, even for our 20th century economic understanding, little more than the discoveries made by Adam Smith in the 18th century, a rather different epoch from ours in terms of economic and political organization.  Using a very readable amount of economic jargon and data, the book represents the libertarian belief that private interest, allowed its free course with the least possible government intervention, always serves the public well.  We are to trust the "invisible hand," here once again given near-ontological status in the scheme of things.  Little is said of the problems of concentrated power unless it is governmental, little of all the peoples left out in our past experiences of unfettered free enterprise.

Because of the book's single-minded materialist interpretation of human motivation in the marketplace and its one dimensional evaluation of the corporate profit-seeking obligation, a moralist may be tempted to dismiss it out of hand.  That would be a mistake.  For one thing, it offers some proposals that warrant more experimentation and discussion--such as educational vouchers, the negative income tax and effluent assessments of environmental pollution.  For another, "supply side" economic concern for investment capital may be one part of the answer to our productivity problems.

Of course the book helps the affluent rationalize their resistance to redistributive governmental welfare policy.  Of course it provides emotional focus for our growing disappointment that governmental action does not "solve" our massive social dilemmas.  Of course it purports to explain our difficulties with a clear-cut, simple diagnosis.  But that is not all.  Free to Choose also couches its analysis and purpose in moral language, the language of freedom.  (It avoids discussion of justice and compassion.)  This is very far from being an economics text that "objectively" describes one dimension of social reality.  It is prescriptive--a moral and political tract.  It offers, therefore, a ready and tempting hand­hold for people like Jack and Warren as they search for a way to understand their own moral dilemmas.

 

Jack and Warren cannot appropriate reformist arguments born of economic and political realities in the Third World as easily as they can understand expressions of pastoral and ethical concern for their own experience, for the problems of the men and women they employ and for those of their fellow citizens among the poor and powerless here in this country.  Such a critique will suggest the pain and hurt of those near-neighbors with whom they can most easily identify, and, it will take seriously the dilemmas of the man or woman in the pew who is attempting to hold a business life together.

Jack and Warren do not want their lives divided between a morally viable half--the world of family, church and voluntary service--and a business-week half that has to be placed outside of moral concern, commonplace as that solution may be.  The type of critique they need must provide something more responsible, contemporary and compassionate than does Free to Choose.

John Bennett gave the title "middle axioms" to the guidelines he developed for social action; these are neither detailed prescriptions to match immediate situations one-to-one, nor the "impossible possibilities" (Reinhold Niebuhr's term) of broad-range theological truths or Sermon-on-the-Mount ethics.  I would propose five such axioms that may contribute to the business people in our pews a Christian understanding of their calling.

1.      Self-interest is omnipresent in the human situation.  A Christian's motivations are never pure; the self-seeking form of sin is an element in everything we do.  This axiom provides a realistic approach to the marketplace and a healthy assessment of motivation in most economic activity.  Self-seeking is both conscious and not.  Physicians, who work in a "service profession," have helped structure the medical system to provide themselves an income well above that of most of the people they serve. Preachers and professors enjoy a status they help maintain with various "professional standards" born not only of conscientious idealism but also of unconscious  self-interest.  Bus