Introduction to Strategic Corporate Research · 2016. 2. 18. · Corporate Profile –...
Transcript of Introduction to Strategic Corporate Research · 2016. 2. 18. · Corporate Profile –...
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Introduction to Strategic Corporate Research
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Introduction to Strategic Corporate Research
1. Strategic Corporate Research 2. Sources of Information 3. The Corporate Campaign 4. Key Questions
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What is Strategic Corporate Research
A way for unions…
• To understand key employers & industries • To plan comprehensive campaigns involving strategic
research, community outreach, and worker mobilization
• To use creative tactics • GOAL - To increase worker power
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Strategic Corporate Research
• We want to look at a corporation from the the boss’s perspective – what are the employer’s strategic relationships that allow the business to exist and profit?
• Once identified, we work to affect those strategic relationships to change the employer’s behavior.
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Why is all of this necessary
• The companies are, and will continue, to develop new strategies to attack the working class.
• Our current methods that work today may not work tomorrow.
• There are myriad laws and regulations (labor and non-labor) affecting employers that can be used to our advantage.
• Use the capitalist’s system against the capitalists.
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The 4 Steps of Strategic Research: (MODIFY)
First Cut – Answers basic questions about the company - provides focus for further research. Corporate Profile – Comprehensive examination of company - the identification of key issues, relationships, business strategy. Campaign Strategy – Coordinated and integrated plan of action – the broad plan to organize the company in question. Campaign Tactics – The specific steps that are taken to execute the campaign strategy – getting from point A to point B.
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Answer basic questions… • How is company organized? Corporation or partnership, for-profit or non-profit,
subsidiary or parent, public or private, South African or foreign.
• Who is in charge? Corporate officers, board of directors, major
shareholders. • What does the company do? Lines of business, products, locations, customers, etc. • Where do they do their business? Identify plants, worksites, other subsidiaries, etc.
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Answer basic questions… (Cont.)
• How the company makes its money?
• Where the company raises capital?
• What is the company’s strategy?
• What are its strengths and weaknesses?
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Some Sources of Information
• Members • Internet • Company Documents • Company Intranet • Other Company Sources
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Some Sources of Information (Cont.)
• Media • Industry Sources • Lawsuits • Other Unions • Regulatory Agencies
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Develop a critique of the company
and turn it into leverage…
• Where is the ‘dirt’? How can you dig up more? And how do you best use it?
• How do you find and document regulatory and legal problems?
• Who else cares and can be organized to take action? (Union and community allies, shareholders and investors, regulators, elected officials, media).
• How can you get in the way of the company’s strategy?
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With Completed Research the Implementation of Strategic Campaign Means:
• building power in addition and/or in conjunction with mobilization;
• Having an industry vision; • Picking your fights instead the company; • Utilizing the union’s treasury wisely and
committing sufficient resources to win.
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A corporation is a set of relationships between:
• Workers and management, and • Management and directors, • Directors and shareholders, • Financial officers and creditors, • Salespeople and customers, • PR dept and the media, • And many others…
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Target Company
Management
Workers
Government
Regulators
Subsidies
Community
Nearby union workers
Politics
Suppliers
Customers
Financial
Creditors and lenders
Owners Competitors
Personnel Unions
Industry
International
Comprehensive Corporate Campaign
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Strategic Campaigns Require Using:
• Worker rights – to publicly speak out and take non-
violent concerted action. • Labor movement relationships – to other unions,
worker-owned capital, community allies, politicians. • Union Resources – including member militancy, staff
involvement, and financial resources. • Strategic Research - how to use these in a winning
plan…
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Elements of a Strategic Campaign:
• Campaign strategy – the overall plan. • Campaign tactics – actions to implement the
plan. • Campaign calendar – when to escalate tactics. • Campaign theme – public message to express
issues and goals of workers.
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Some things to think about before you start:
• How much time do you have? What are your
deadlines? When is this research needed for the campaign?
What is your plan? What are your priorities?
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Some things to think about before you start:
• What resources do you have? Where can you find free help and information? How can you involve members? • How does it help you win? Who does it inform, convince or enrage? Whom does it put pressure on? How does this affect the company?
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Some Basic Tips… • Keep your facts straight – be accurate and keep good
records. • Make a research plan – know your priorities • The best research sources are usually free - get information from the government (court cases,
regulatory agencies). • Involve workers in research – survey, interview,
collect documents and evidence. And don’t forget about former workers too, they often can be a goldmine.
• Talk to other organizers, researchers – maybe someone else has done this kind of research before. Don’t reinvent the wheel.
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Strategic Campaigns Eight Principles
• Everything starts with the members. • Research and develop a global picture of the
company/industry. Think like the boss. Research should drive the strategy.
• Express campaign goals and issues as a fight for social justice. Seize the moral high ground.
• Include important elements of the broader community.
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Strategic Campaigns Eight Principles
• Devise a strategy that will impact the company’s public image.
• Create real financial costs. • Strategy should drive the tactics. Tactics start small
and increase with intensity. Build momentum. • Keep the pressure up. Compression is crucial. If the
company knows you’re relentless, they may weigh their options and decide a long fight is not worth it.