Compiled Vol - Ii LP-222-228-230-244

LECTURE PLAN
MERGERS, ACQUISITIONS
&
CORPORATE RESTRUCTURING
MS-222
VOL. II
COURSE OUTLINE
MBA-IV SEMESTER
MERGERS, ACQUISITIONS & CORPORATE RESTRUCTURING - MS 222
OBJECTIVES:
Liberalized economy has generated many opportunities of combining businesses to create wealth.
The fundamental aim of the course is to prepare students to take advantage of the current scenario
and understand how mergers, acquisitions and corporate restructuring are implemented.
COURSE OBJECTIVES
After completion of this course students will be able to:
• Explain the rationale behind the use of mergers and acquisitions strategies by a firm’s
managers and understanding the key pitfalls and suggestions for ensuring the long-term
success.
• Understanding of the concepts and principles of financial valuation and negotiation in
relation to managerial decision-making.
• Apply industry-accepted valuation methods (DCF, relative valuation etc.) to analyze
international merger, acquisition and related transactions.
• Utilize appropriate negotiation and persuasion techniques for a given negotiation
situation to achieve desired outcomes.
• Students will be able to work as part of an effective team to prepare a financial valuation
and a negotiation plan.
INTERNAL ASSESSMENT AND ASSIGNMENTS 25 marks
1. Class Test-I – (Written Test) 15 marks

2. Class Assessment + Attendance 10 marks
COURSE CONTENTS:
UNIT I
- Introduction in Mergers,
- Types of Mergers,
- Merger Strategy-Growth, Synergy, Operating Synergy, Financial Synergy, Diversification,
- Other Economic Motives, Hubris Hypothesis of Takeovers,
- Other Motives, Tax Motives,
- Financial Evaluation, Joint Venture and Strategic Alliances. (12 Hours)
UNIT II
- Legal Aspects of Mergers/ Amalgamation and Acquisition / Labour,

- Provisions of Companies Act,
- Regulation by SEBI,
- Takeover Code: Scheme of Amalgamation, Approval from Court.
- Valuation of a Business. (10 Hours)
UNIT III
- Methods of Valuation – Cash flow Basis, Earning Potential Basis, Growth Rate, Market
Price etc.
- Computation of Impact on EPS and Market Price,
- Determination of Exchange Ratio,
- Impact of Variation in Growth of the Firms,
- MBO, LBO, Boot Strapping;
- Criteria for Negotiating Friendly Takeover,
- Financing of Merger. (10 Hours)
UNIT IV
- Defence Against Hostile Takeover,

- Poisson Pill, Bear Hug, Greenmail, Pacman.
- Post Merger H.R. and Cultural Issues. (10 Hours)
STUDY MATERIAL FOR THE SUBJECT
Following will be the study material for topics of Mergers, Acquisitions and Corporate
restructuring. Students are advised to go through the recommended material for thorough
understanding of the subject.
The students are expected to actively participate in the discussions in the class so that they may be
able to gain insight and develop skills for handling interpersonal and group processes, in addition
to familiarizing themselves with concepts and theories.
➢ TEXT BOOK
1. Author’s Name(s): J.Fred Weston, Kwang S. Chung, Susan E. Hoag

Title: Mergers, Restructuring and Corporate Control
Edition: 1st Indian Reprint Year: 2012
Publisher: Prentice Hall of India (ibid 1)
➢ REFERENCE BOOKS
1. Author’s Name(s): Patrick A. Gaughan

Title: Mergers, Acquisitions and Corporate Restructuring
Edition: 5th Reprint Year: 2014
Publisher: Wiley India Pvt. Ltd. (ibid 2)
2. Author’s Name(s): Prasad G.Godbole

Edition: 2nd Reprint Year: 2015
Publisher:Vikas Publishing House Pvt. Ltd. (ibid 3)
➢ E BOOKS:
1. Author’s Name(s): Patrick A. Gaughan

Edition: 5th
http://www.simonfoucher.com/MBA/FINA%20695E%20-
%20Mergers%20Acquisitions/M%20A%20corporate%20restructuring%205th%20ed.pdf
➢ JOURNALS
1. ICFAI Journal of Financial Risk Management

2. Finance India
3. Chartered Accountant
4. Chartered Secretary
5. Journal of Accounting and Finance
6. Financial Executive
7. SCMS Journal of Indian Management
LECTURE 1
CORPORATE RESTRUCTURING - I
OBJECTIVE:
To make the students understand the fundamentals of corporate restructuring as a basic concept
and the various types of activities that fall under the corporate restructuring.
CONTENTS:
➢ Corporate Restructuring
➢ Examples of Corporate Restructuring
➢ Forms of Corporate Restructuring
Expansion
• Merger and acquisition
• Tender Offers
• Asset acquisition
• Joint Venture
Contraction
• Spin Off
• Split Off
• Divestiture
• Equity Carve out
• Split Up
ASSIGNMENTS FROM QUESTION BANK:
1 Unit III, Section II, Q 6-10, 19, 23

2 Unit III, Section III, Q 1-6, 12
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 246, Q 1-6, Page No. 358, Q 1-6

2 ibid 3, Page No. 8, Q 1-4
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 1, Page No.3-8, 223-245, 330-357
REFERENCE BOOKS:
1 ibid 2, Page No. 389-428

2 ibid 3 Page No. 3-7
ARTICLES:
1. Bonuses Worth the Investment?”October 2018,

Jim Heskett, “Are Retention
https://www.imf.org/external/pubs/ft/wp/2016/wp16204.pdf
2. Kumar, V., & Sharma, P. (2019). Introduction to Merger, Acquisition, and Corporate
Restructuring. In An Insight into Mergers and Acquisitions (pp. 1-29). Palgrave Macmillan,
Singapore.
LECTURE 2
CORPORATE RESTRUCTURING - II
OBJECTIVE:
To make the students well verse with the forms of restructuring with special emphasis on MBO
and LBO.
CONTENTS:
➢ Forms of Corporate restructuring

• Corporate Control
o Takeover defense
o Share repurchase
o Exchange offers
o Proxy contests
• Changes in Ownership structure
o LBO
o MBO
o Junk Bonds
o Going Private
o ESOP’s and MLP’s
➢ Optimum capital structure
1 Unit III, Section II, Q 12, 17, 19
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 390, Q 1-6
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 1, Page No. 360-388
REFERENCE BOOKS:
1 ibid 2, Page No. 389-430

2 ibid 3, Page No. 9-32
ARTICLES:
1 Pradeep Kumar Gupta, “Mergers and Acquisitions (M&A): The Strategic concepts for the
nuptials of corporate sector”, http://www.innovativejournal.in/index.php/ijbm
2 Robert F Bruner, “Levereged ESOP’s and Corporate Restructuring”,
http://faculty.darden.virginia.edu/brunerb/Bruner_PDF/Leveraged%20ESOPS%20&%20Cor
p%20Restructuring.pdf
3 Iman Anabtawi, “Predatory Management Buyouts”,
https://lawreview.law.ucdavis.edu/issues/49/4/Articles/49-4_Anabtawi.pdf
4 Komala.G, “The Performance of Private Equity Investments in India”, IOSR Journal of
Humanities And Social Science (IOSR-JHSS) Vol. 21, Issue 6, Ver. 3 (June 2016) pp 09-12.
5 Amish BharatkumarSoni, “Mergers and acquisitions in India and its impact on shareholders
wealth” e-ISSN: 2278-487X, p-ISSN: 2319-7668. Volume 18, Issue 6 .Ver. I (Jun. 2018), PP
79-86 www.iosrjournals.org.
6 Salvi, A., Teti, E., & Giakoumelou, A. (2019). The Relationship between LBOs, IPOs and
Market Risk Premium: An Empirical Analysis of the European Market. International Journal
of Business and Management, 14(7).
LECTURE 3
CORPORATE RESTRUCTURING - III
OBJECTIVE:
After getting well versed with the basic concept of corporate restructuring, some more issues
underlying these concepts are to be covered in this lecture, focusing on Mergers and acquisitions
and the history of mergers.
CONTENTS:
➢ Underlying issues in Restructuring

➢ Planning a merger or acquisition
➢ Amalgamation and consolidation
➢ Merger Waves
• First Wave
• Second Wave
• Third Wave
• Fourth Wave
• Fifth Wave
➢ Merger and acquisition in India
➢ Amendments to Competition Act, 2002
ASSIGNMENT FROM QUESTION BANK:
1 Unit I, Section III, Q 1, 9
OTHER ASSIGNMENT:
1 ibid 1, Page No. 23, Q 1-3, 6, 7
SUGGESTED READINGS:
TEXTBOOK:
REFERENCE BOOK:
ARTICLES:
1. Hari Krishan, “A review of Mergers & Acquisitions in India”,

http://cci.gov.in/images/media/ResearchReports/3102012.pdf
2. KPMG, “Amendments to Combination Regulations under the Competition Act, 2002”,
http://www.kpmg.com/IN/en/services/Tax/TaxDocuments/Amendments-to-Combination-
Regulations-under-the-Competition-Act-2002-2.pdf
3. Dr. Ravinder Vinayek, Kanika Mehandiratta, “An Empirical Study of the Functioning and
Performance of Competition Commission of India”, International Journal of Advance
Research in Computer Science and Management Studies, Volume 3, Issue 6, June 2015.
4. DimitriosMaditinos, “The Effect of Mergers and Acquisitions on the Performance of Companies The
Greek Case of Ioniki-Laiki Bank and Pisteos Bank”, Journal of European Research Studies, Volume
XII, Issue (2), pp. 111-130: ISSN: 1108-2976.
5. Hombert, J., Pouyet, J., & Schutz, N. (2019). Anticompetitive vertical merger waves.
6. Ching, K. (2019). What Drives Merger Waves? A Study of the Seven Historical Merger Waves
in the US.
LECTURE 4
TYPES OF MERGERS
OBJECTIVE:
To make students understand the concepts relating to mergers and acquisitions with special
emphasis on various types of mergers.
CONTENTS:
➢ Types of Mergers
• Horizontal Merger
• Vertical merger
• Conglomerate merger
o Product extension
o Geographic Market extension
o Pure conglomerate
1 Unit II, Section II, Q 1,2,6,7

2 Unit II, Section III, Q 3, 4
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 104, Q1- 5
SUGGESTED READING:
TEXTBOOK:
1 ibid 1, Page No. 82- 99
ARTICLES
1 Richard Tortoriello, “Mergers & Acquisitions: The Good, the Bad, and the Ugly (and how
to tell them apart)”, Quantamental Research, August 2016.
2 https://www.researchgate.net/publication/306351409_Theory_and_Practice_of_Mergers_
and_Acquisitions_Empirical_Evidence_from_Indian_Cases
3 Garcia, C. P., & de Azevedo, P. F. (2019). Should competition authorities care about
conglomerate mergers?. International Journal of Industrial Organization.
4 Brennan, T. (2019). Vertical Mergers, the Coase Theorem, and the Burden of
Proof. Available at SSRN 3405632.
LECTURE 5
MERGER AND ACQUISITION – PROCESS
OBJECTIVE:
To make students understand the process of mergers and acquisitions with special emphasis on
strategic issues and aspects.
CONTENTS:
➢ Strategic issues and aspects in M&A

➢ Process
• Business Plan
• Acquisition Plan
• Search
• Screen
• First Contact
• Negotiation
• Integration Plan
• Closing
• Integration
• Evaluation
1 Unit III, Section III, Q 18
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 79, Q1- 7
SUGGESTED READINGS:
TEXTBOOK:
ARTICLES:
1. Risberg, A., & Gottlieb, S. S. (2019). Workplace Diversity and Gender in Merger and
Acquisition Research. In Advances in Mergers and Acquisitions (pp. 51-63). Emerald
Publishing Limited.
2. Risberg, A., & Gottlieb, S. S. (2019). Workplace Diversity and Gender in Merger and
Acquisition Research. In Advances in Mergers and Acquisitions (pp. 51-63). Emerald
Publishing Limited.
LECTURE 6
MERGERS AND ACQUISITIONS – GROWTH STRATEGY, PARTICIPANTS AND

REASONS OF FAILURE
OBJECTIVE:
To explain the growth strategy and role of participants in mergers and acquisitions and the reasons
for failure of merger activities.
CONTENTS:
➢ Participants
• Investment Banker
• Lawyers
• Accountants
• Valuation Experts
• Institutional Investors
• Arbitrageurs
➢ Reasons of Failure
➢ Advantages and disadvantages of M&A
➢ Classes of growth opportunities and M&A
• Intensive Growth
• Integrative growth
• Diversification growth
1 Unit III, Section II, Q 18

OTHER ASSIGNMENT:
1 ibid 1, Page No. 79, Q1-6
SUGGESTED READINGS:
TEXTBOOK:

REFERENCE BOOK:
1 ibid 2, Page No. 125-168
ARTICLES:
1. F. M. Scherer, “Financial Mergers and Their Consequences”,

http://web.hks.harvard.edu/publications
2. Yatendra Kumar, “Advantages and Disadvantages of Mergers and Acquisitions”,
https://www.ukessays.com/essays/economics/advantages-and-disadvantages-of-mergers-and-
acquisition-economics-essay.php
3. Kumar, V., & Sharma, P. (2019). Why Mergers and Acquisitions Fail?. In An Insight into
Mergers and Acquisitions (pp. 183-195). Palgrave Macmillan, Singapore.
LECTURE 7
MOTIVES FOR MERGER
OBJECTIVE:
To explain the various motives behind mergers and acquisitions with special emphasis on Hubris
hypothesis of takeovers.
CONTENTS:
➢ Motives
• Growth
• Synergy
o Operating synergy
o Financial synergy
• Diversification
• Other economic motives
• Improved Management
• Improved R&D
• Improved Distribution
• Tax motives
• Hubris Hypothesis of Takeovers
1 Unit II, Section II, Q9- 10

2 Unit II, Section III, Q 17
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 219, Q 1,2,4

2 ibid 3, Page No. 57, Q 2,3
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 190-204
REFERENCE BOOKS:
1 ibid 2, Page No. 125-178

ARTICLES:
1. Muninarayanappa, Prof. AugustinAmaladas, “Mergers and Acquisitions: A review of episode,

failure and success new mantra”,
file:///C:/Documents%20and%20Settings/balwinder/My%20Documents/Downloads/1263-
3804-1-PB.pdf
2. Faff, R., Prasadh, S., & Shams, S. (2019). Merger and Acquisition Research in the Asia-Pacific
Region: A Review of the Evidence and Future Directions. Research in International Business
and Finance.
LECTURES 8-9
LEGAL ASPECT: PROVISIONS OF COMPANIES ACT, 1956
OBJECTIVE:
To explain to the students how legal environment plays its role in case of mergers and acquisitions
with regard to Companies Act, 1956.
CONTENTS:
➢ Mergers and Demergers

• Who Can Approve?
• Conditions precedent to approval by the High court
• Powers of High court
• Other provisions
• Process of amalgamation and demerger
➢ Reduction of capital
• Prohibition
• Exceptions
• Manner in which reduction can be affected
• Procedure
➢ Buy Back of securities
• Sources
• Conditions
• Buy back under board resolution
• Manner in which buy back can be done
1 Unit I, Section II, Q 18,

2 Unit I, Section III, Q 7
OTHER ASSIGNMENT:
1 ibid 3, Page No. 98, Q 1-8
SUGGESTED READING:
REFERENCE BOOK:
LECTURES 10-11
LEGAL ASPECT: REGULATION BY SEBI
OBJECTIVE:
To explain to the students how legal environment plays its role in case of mergers and acquisitions
with regard to SEBI regulations.
CONTENTS:
➢ Definitions
➢ Exemptions
➢ Relaxations from strict compliance
➢ Takeover Panel
➢ Disclosure of shareholding and control
➢ Disclosure of pledged shares
➢ Trigger of open offer
➢ Minimum offer price and Modes of payment consideration
➢ General obligations
➢ Upward revision and withdrawal of open offer
➢ Bailout takeover
OTHER ASSIGNMENT:
1. ibid 3, Page No. 153, Q 1-4
SUGGESTED READINGS:
REFERENCE BOOK:
1 ibid 3, Page No. 112-150
LECTURES 12-14
VALUATION OF BUSINESS – BASICS AND METHODS
OBJECTIVE:
To explain the concept and methods of valuation of a company for the purpose of merging or
acquiring another company.
CONTENTS:
➢ Book Value
➢ Replacement Value
➢ Liquidation Value
➢ Market value
➢ Present value of future Cash flow
➢ Approaches to valuation
• Income Approach
• Market Approach
• Asset Approach
➢ Role of valuation
➢ Misconceptions about Valuation
➢ DCF Model
• Basis
• Types
• Steps in DCF
1 Unit II, Section II, Q 14-20, 24

2 Unit II, Section III, Q 9, 17, 24
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 163, Q1-3
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 132-161
REFERENCE BOOKS:
1 ibid 2, Page No. 540-575

2 ibid 3, Page No. 231-248
LECTURES 12-14
VALUATION OF BUSINESS – BASICS AND METHODS
OBJECTIVE:
To explain the concept and methods of valuation of a company for the purpose of merging or
acquiring another company.
CONTENTS:
➢ Book Value
➢ Replacement Value
➢ Liquidation Value
➢ Market value
➢ Present value of future Cash flow
➢ Approaches to valuation
• Income Approach
• Market Approach
• Asset Approach
➢ Role of valuation
➢ Misconceptions about Valuation
➢ DCF Model
• Basis
• Types
• Steps in DCF
4 Unit II, Section II, Q 14-20

5 Unit II, Section III, Q 9, 17, 24
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 163, Q1-3
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 132-161
REFERENCE BOOKS:
1 ibid 2, Page No. 540-575

2 ibid 3, Page No. 231-248
ARTICLE:
https://www.bizjournals.com/phoenix/news/2019/12/13/scottsdale-company-acquires-florida-
travel-agency.html
LECTURE 15-16
EXCHANGE RATIO AND EPS IMPACT
OBJECTIVE:
To explain the concept of exchange ratio and how a deal affects the EPS of the company
CONTENTS:
➢ Exchange Ratio
➢ EPS of surviving company
➢ Criteria for dilution in EPS
➢ Factors that influence initial changes in EPS
➢ Bootstrapping EPS
➢ Post merger PE ratio
1 Unit III, Section II, Q 13, 14, 15, 16

2 Unit III, Section III, Q 23, 24
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 125-129
REFERENCE BOOK:
1 ibid 2, Page No. 586-593
ARTICLES:
1. Pitabas Mohanty, Supriti Mishra, “Run-up in Stock Prices Prior to Merger & Acquisitions
Announcements: Evidence from India”, NSE Working paper, WP/12/2017
2. EfstathiosDemetriades, “The Effect of Mergers and Acquisitions on the Performance of
Companies”, Volume XII, Issue (2), pp. 111-130: ISSN: 1108-2976.
LECTURES 17-18
LEVERAGE BUYOUTS
OBJECTIVE:
To explain the basics about the concept, history and types of Leveraged Buy Outs.
CONTENTS:
➢ History
➢ Meaning
➢ Elements of LBO operations
➢ Financing for LBO’s
➢ Sources of LBO financing
➢ Sources of gains in LBO’s
➢ Types of LBO risk
• Business risk
• Interest rate risk

2 Unit III, Section III, Q 9, 10, 17
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 417-418, Q1-7

2 ibid 3, Page No. 248, Q 1
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 393-414
REFERENCE BOOKS:
1 ibid 2, Page No. 293-304

2 ibid 3, Page No. 226-230
LECTURES 19-20
LEVERAGE BUYOUTS AND MANAGEMENT BUYOUTS
OBJECTIVE:
To explain the basics about the concepts of Management Buy Outs, Reverse LBO, LBO in India.
CONTENTS:
➢ MBO
➢ Management Buy-in
➢ Leveraged Cash out
➢ LBO and corporate governance
➢ Characteristics of an ideal Leveraged buyout candidate
➢ Reverse LBO
➢ LBO in India

OTHER ASSIGNMENT:
1 ibid 1, Page No. 417-418, Q 6,7
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 402-414
REFERENCE BOOK:
1 ibid 2, Page No. 304-329
ARTICLE:
1. https://www.nber.org/papers/w3653.pdf
LECTURE 21
FINANCING - M & A
OBJECTIVE:
To explain the financial aspect covered under the mergers and acquisitions regarding the financing
of the deal.
CONTENTS:
➢ Introduction
➢ Methods of affecting payment of consideration
• Issue of equity shares of the acquirer company
• Issue of preference shares of the acquirer company
• Issue of debt instrument of the acquirer company
• Payment in cash
• Any combination of the above
➢ Sources of funds
• Domestic acquisition
o Equity
o Borrowed funds
• Cross border acquisition
o Equity
o Borrowed funds
1 Unit III, Section II, Q 4-5
SUGGESTED READINGS:
REFERENCE BOOKS:
1 ibid 2, Page No. 316,594

2 ibid 3, Page No. 211-225
ARTICLE:
https://economictimes.indiatimes.com/small-biz/money/growing-inorganically-the-secret-to-a-
successful-ma-valuation/articleshow/64488938.cms
LECTURES 22-23
TAKEOVER AND TAKEOVER TACTICS
OBJECTIVE:
To make the students understand the tactics to be adopted by the firms for takeovers.
CONTENTS:
➢ Takeover
➢ Friendly versus Hostile takeover
➢ Takeover Tactics
• Dawn Raid
• Bear hug
• Saturday night special
• Proxy Fight
➢ Successful takeover tactics in India
1 Unit IV, Section II, Q1, 4, 9, 10, 18, 19, 20

2 Unit IV, Section III, Q 1, 2, 3, 4, 6, 24
OTHER ASSIGNMENT:
1 ibid 1, Page No. 478, Q 2, 7
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 472-477
REFERENCE BOOKS:
1 ibid 2, Page No. 243-286

ARTICLE:
https://economictimes.indiatimes.com/slideshows/corporate-industry/deciphering-a-hostile-
takeover/how-does-the-management-of-the-target-co-prevent-a-hostile-
takeover/slideshow/17766223.cms
LECTURES 24-25
TAKEOVER DEFENSES
OBJECTIVE:
To make the students understand the tactics adopted by the firms to handle takeovers.
CONTENTS:
➢ Defense tactics
• Poison pill
• Pac man
• Green mail
• Golden Parachute
• Buy back
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 526, Q 1-5

2 ibid 3, Page No. 68, Q 1-6
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 481-524
REFERENCE BOOK:
LECTURE 26
POST MERGER HR AND CULTURAL ISSUES
OBJECTIVE:
To explain the aftermaths of mergers and acquisitions focusing on various HR and cultural issues.
CONTENTS:
➢ Post acquisition integration model

➢ Political and cultural perspective of integration
➢ Change management perspective of integration
➢ HR issues
➢ Project management approach
➢ Critical success factors
1 Unit IV, Section II, Q 13, 14, 15, 16, 17

SUGGESTED READING:
1 Class handouts
ARTICLES:
1. Hina Abbasi, Aroosh Khalid, Ayesha Butt, Fareeha Zafar, “Merger Failures & Corporate
Strategy: Change Management to Solve the Query”, International Journal of Sciences: Basic
and Applied Research, 2017, Volume 13, No 1, pp. 90-102
2. https://economictimes.indiatimes.com/news/company/corporate-trends/from-hr-issues-to-
cultural-integration-the-reasons-behind-ma-failures/articleshow/53387584.cms
LECTURES 27-28
CASE STUDY - MERGERS
OBJECTIVE:
To discuss the practical implications of mergers with the help of case studies for better knowledge
of the subject.
CONTENTS:
➢ Merger of National Institute of Miners’ Health with ICMR-NIOH
➢ Vodafone Idea with Aditya Birla Telecom

➢ Other cases of recent mergers
➢ Class room discussion
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 611- 631
REFERENCE BOOKS:
1 ibid 2, Page No. 139, 156

2 ibid 3, Page No. 312-317
ARTICLES:
1 Himani Gupta, ‘Impact of Merger & Acquisition on financial efficiency of Bank of India’
Maims Journal of Management, Volume 8, April 2018, pp. 38-43
2 Devarajappa S., “Mergers in Indian banks: A study on mergers of HDFC Bank Ltd. and
Centurion Bank of Punjab Ltd.”, International Journal of Marketing, Financial Services &
Management Research, Volume1, Issue 9, September 2016, pp. 33-42
3 Farhat Fatima, “Flipkart-Myntra; From a Merger to an Acquisition”, International Journal of
Management and International Business Studies, 2018, Volume 4, Number 1, pp. 71-84
4 Bijoy Gupta, 2 Dr. Parimalendu Banerjee, “Impact of merger and acquisitions on financial
performance: Evidence from selected companies in India”, IMS Business School Presents
Doctoral Colloquium – 2017
5 https://www.jagranjosh.com/current-affairs/vodafone-idea-board-approves-merger-with-aditya-birla-
telecom-1537267211-1?ref=list_ca
LECTURE 29
CASE STUDY - ACQUISITIONS
OBJECTIVE:
To discuss the practical implications of acquisitions with the help of case studies for better
knowledge of the subject.
CONTENTS:
➢ Acquisition of IDBI Bank’s controlling stake by LIC
➢ Tata Steel subsidiary acquires 72% stake in Bhushan Steel

➢ Merck’s Acquisition of Medco
➢ Other cases of recent acquisitions
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 611-631
REFERENCE BOOK:
1 ibid 2, Page No. 126, 165
ARTICLES:
1 ParamaBarai and PitabasMohanty, “Predicting Acquisitions in India”, Vikalpa, Vol. 37, No.3,
July- Sep 2016, pp. 29- 49
2 A.N.Tamragundi, Devarajappa S, “Impact of mergers on Indian Banking Sector: A
comparative study of Public and Private Sector merged Banks”, Acme Intellects International
Journal of Research in Management, Social Sciences & Technology, Vol- 13, No. 13, Jan
2017.
3.Current-affairs/tata-steel-subsidiary-acquires-72-stake-in-bhushan-steel-1526718638-
1?ref=list_ca
LECTURE 30
CASE STUDY - DEMERGERS
OBJECTIVE:
To discuss the practical implications of demergers with the help of case studies for better
knowledge of the subject.
CONTENTS:
➢ Demerger case of Wipro

➢ Demerger case of L & T
➢ Demerger case of HUL
➢ Demerger of Tower Business of RCOM and RTL into RITL
➢ Other cases of recent demergers
SUGGESTED READINGS:
TEXTBOOK:
1 ibid 1, Page No. 611-631
REFERENCE BOOK:
1 ibid 3, Page No. 287-290
ARTICLES:
1 http://www.icmrindia.org/casestudies/catalogue/Business%20Strategy/BSTR409.htm
2 Bhunia A., “Strategic Performance Management & Business Valuation” CMA students’E-
Bulletin , Vol- 3, No. 1, Jan 2018,pp-31-37.
3 https://economictimes.indiatimes.com/industry/telecom/telecom-news/vodafone-idea-
demerges-fibre-into-separate-unit/articleshow/66869732.cms
LECTURE PLAN
STRATEGIC HUMAN
RESOURCE
MANAGEMENT
MS 228
COURSE OUTLINE
MBA-IV SEMESTER
STRATEGIC HUMAN RESOURCE MANAGEMENT - MS 228
L-4 Credits - 04
OBJECTIVES:
The objective of this course is to appreciate how human resource is emerging as a key resource
for competitive advantage and understanding the role of HRM in organizational performance and
International Context.
COURSE OBJECTIVES
After completion of this course students will be able to
• Explain the feasibility and nature of the link between business strategy and HR strategy.
• Outline the key areas of Strategic Human Resource Management including commitment
and engagement, organizational design, performance management, learning and
development, international HR practices, and organizational culture.
• Describe key aspects of forecasting the human resources needs of an organization.
• Appraise the job analysis procedure and competency audit required for strategic HRM.
• Outline motivational techniques and feedback strategies that help employees reach
professional and organizational goals.
• Evaluate the basic principles to manage and motivate employees using strategic HRM
principles and practices.
INTERNAL ASSESSMENT AND ASSIGNMENT: 25 marks
1. Written Test 10 marks

2. Presentation / Assignment 05 marks
3. Class Assessment 05 marks
4. Attendance 05 marks
COURSE CONTENTS:
A. INTRODUCTION TO SHRM (10 Hours)

• Definition, need and importance of SHRM
• Evolution of SHRM
• HRs New Role Orientation
• SHRM for Competitive Advantage
• HR strategy and HR Planning
• Behavioral Issues in Strategy Implementation
• Matching Culture with Strategy
• Human Side of Mergers and Acquisitions
B. HR STRATEGIES (10 Hours)

• Recruitment and Retention
• Training and Development
• Performance Management
• Reward and Compensation
• Retrenchment
• Non-Traditional Approaches: Investment in Disabled Employees
• Employee Engagement
• Knowledge Management
• Talent Management
• The Role of Strategic HR Leader
• Managing Workforce Diversity
C. INTERNATIONAL HUMAN RESOURCE MANAGEMENT(10 Hours)

• Introduction to IHRM
• Cultural foundations of IHRM
i. Understanding Culture
ii. Major Models of National Culture
iii. Cultural Convergence and Divergence
iv. Cross Cultural Theories
v. Importance of Cultural Sensitivity
• Potential Cross- Cultural Problems
• IHRM trends and Future Challenges
D. GLOBAL HUMAN RESOURCE MANAGEMENT PROCESS (12 Hours)
• Global Human Resource Planning
• International Staffing
• Compensation and Benefits
• Global Workforce Training and Development
• Performance Management in International Organization
• International Reward systems
• Integrating two cultures-Models of people management in different cultures
• Expatriation and Repatriation
• Organizational Ethics in International Context.
Following will be the study material for topics of Strategic and International Human Resource
Management, and students are advised to go through the material for thorough understanding of
the subject:
The students are expected to actively participate in the discussions in the class, so that they may
be able to gain sights and develop skills for handling inter personal and group processes, in addition
to familiarizing themselves with concepts and theories.
➢ TEXT BOOKS
1 Author’s Name(s): Rees, C. & Edwards, T.

Title: International Human Resource Management,
Edition: II Year: 2010
Publisher: Pearson Education. (ibid 1)
2 Author’s Name(s): Greer, C.

Title: Strategic Human Resource Management
Edition: III Year: 2008
Publisher: Pearson Education (ibid 2)
➢ REFERENCE BOOKS
1. Author’s Name(s): Jeffrey A. Mello

Title: Strategic Human Resource Management
Edition: IV Year: 2015
Publisher: Pearson Education. (ibid 3)
2. Author’s Name(s): Dowling, P.J. & Welch, D.E.

Title: International Human Resource Management: Managing People in a
Multinational Context
Edition: I Edition Year: 2010
Publisher: Cengage Learning India Pvt. Ltd. (ibid 4)
3. Author’s Name(s): Kandula S. R.

Title: Strategic Human Resource Development
Edition: II Year: 2011
Publisher: PHI Learning Pvt. Ltd. (ibid 5)
➢ PERIODICALS
1. Fortune Journal of International Management

2. The ICFAI University Journal of Organizational Behavior
3. The International Journal of Management Digest- Focus
4. A Journal Of New Delhi Institute of Management- Review of Professional
Management
5 IUP Journal of Management Research
6 Delhi Business Review
7 AIMS International Journal of Management
8 HR Magazine
9 Advances in Developing Human Resource
10 Human Resource Development Review
LECTURE 1-4
UNIT-I
INTRODUCTION AND EVOLUTION OF STRATEGIC HUMAN RESOURCE

MANAGEMENT
OBJECTIVE:
The objective of the lectures is to make the students understand the concept, evolution and growing
role of strategic human resource management, how it is important for business organizations and
what are its importance in business organizations.
CONTENT:
➢ Introduction to Strategic Human Resource Management

• Linking of HRM with strategic goals and objectives in order to improve performance and
develop organizational cultures that foster innovation and flexibility.
➢ Theoretical perspectives on SHRM
o Universalistic
▪ Strategic HRM is the process of transforming traditional HR practices into
a limited set of correct HR procedures and policies
o Strategic best-fit
SHRM involves matching specific HR practices to the firms overall business
strategy
o Configurational
Certain bundles are effective in certain industries or in certain business
conditions
o Resource-based
SHRM engenders organizational success by enhancing a firm’s ability to
acquire, develop, utilize, and retain employees with high competence levels
relevant to firm activities.
➢ Evolution of strategic human resource management

• Stage I: From Personnel Management to HRM
• Stage II: From Traditional HRM to Strategic HRM
• Stage III: Growth of strategic Human Resources
• Stage IV: Strategic dimension of human resource development
▪ Growth and Globalization
▪ Technology
▪ Change
▪ Human capital
➢ Need and importance of SHRM
➢ New role orientation of HRM
• Organization of the future
• Organizational downsizing
• The employees of the future
• Role of networks and information technology
• Changing work design
UNIT -I
MCQ: 61,67,69
SHORT ANSWER QUESTIONS: Q1,2,6, 15, 16
LONG ANSWER QUESTIONS: Q 1,2,4,5,6, 28,26
OTHER ASSIGNMENTS
1 ibid 3, Page 50, Q 1.1

2 ibid 4, Page 36, Q 1,2,3
REFERENCES:
1 ibid 2, Page 3-38

2 ibid 3, Page No. 155-166
ARTICLES:
1. Faisal Qadeer and Saad Hussain, “Antecedents of Transition towards Strategic HRM in
Developing Countries”, SSRN Electronic Journal, January 2014.
2. Dr. Ruth Tubey, Kipkemboi Jacob Rotich and Dr, Alice kurgat, “History, Evolution and
Development of Human Resource Management: A Contemporary Perspective”, European
Journal of Business and Management ISSN 2222-1905 (Paper) ISSN 2222-2839 (Online),
Vol.7, no.9, 2015
3. Global Mobility: The Future Of Work And The Impact On Global Mobility,Santa Fe
Relocation
4. How to Practice Global HR: Cultivating cultural competency can propel your career, By
Jennifer Arnold
LECTURES 5-6
SHRM FOR COMPETITIVE ADVANTAGE
OBJECTIVE:
The Objective of this lecture is to make student understand the importance of SHRM for
Competitive Advantage. Also, to understand the workforce diversity and its management for
overall development of the organization.
CONTENT:
➢ SHRM for Competitive Advantage

• Globalization and its implications
• Work-force Diversity
• Changing skill requirements
• Corporate downsizing
• Continuous improvement programs
• Reengineering work processes for improved productivity
• Contingent workforce
• Decentralized work sites
• Employee involvement
UNIT-I
MCQ: 62,63,68
SHORT ANSWER QUESTIONS: Q 3,4,5,8,14
LONG ANSWER QUESTIONS: Q 3,7,9,27
OTHER ASSIGNMENTS
1 ibid 4, Page 401, Q 3,4
TEXT BOOK:
REFERENCES:

2 ibid 4, Page No. 381-383
ARTICLES:
1. Halbast Hussein Hamadamin and Tarik Atan, “The Impact of Strategic Human Resource
Management Practices on Competitive Advantage Sustainability: The mediation of Human
Capital Development and Employee Commitment”, Sustainibility 2019.
2. Marilyn Y. Byrd, Diversity issues: Exploring “Critical” Through Multiple Lenses”, Advances
in Developing Human Resource, Volume 16, Number 4 November 2014, pp. 515-528
3. V Muthu Krishna and V G Sarangan, “Developing Organic Operations Business Operations
Business Models The Role of Behavioral Research”, The IPU Journal of Organizational
Behavior October 2014, Vol XIII, No. 4, pp. 60-70.
4. Stephen Bevan, Next generation HR: Part two, HR Magazine, December 14, 2016
LECTURE 7-8
INTEGRATION OF STRATEGY AND HR PLANNING
OBJECTIVE:
Human Resource Planning pays a critical role in deciding the effective functioning of all
departments in any organization. The lecture will help student understand the integration of HR
into strategic planning.
CONTENT:
➢ Objectives of strategic human resource planning

• Prevent overstaffing and understaffing
• Ensure the organization has the right employees with the right skills in the right
places at the right times
• Ensure the organization is responsive to changes in its environment
• Provide direction and coherence to all HR activities and systems
• Unite the perspectives of line and staff managers
➢ Types of planning
• Aggregate planning
o Strategies for managing shortages
o Strategies for managing surpluses
• Succession planning
➢ The strategic planning process
• Mission, goals and values statements
• Environmental threats and opportunities
• Organizational strengths and weaknesses
• Goals and objectives
UNIT I
LONG ANSWER QUESTIONS: Q 10, 11, 12
TEXT BOOK:
1 ibid 2, Page 204-214

REFERENCES:
ARTICLE:
1. Jalil Bagheri, “Overlaps between human resources strategic planning and strategic
management tools in public organizations”, 3rd International conference on new challenges in
management and business: Organization and leadership, 2 May 2016, Dubai, UAE.
2. Csaba Fogarassy, Ktalin Szabo and Joszsef Poor, “Critical issues of human resource planning,
performance evaluation and long term development on central region and non central areas:
Hungarian case study for investors”, International journal of Engineering Business
management, Volume 9 (1-9), 2017
LECTURE 9-11
BEHAVIORAL ISSUES IN STRATEGY IMPLEMENTATION
OBJECTIVE:
Human resource management is directly related to the effective management of organizations’

culture. Realizing the importance of culture management in any organization, the objective of the
lecture is to analyze the human aspects for effective implementation of human resource
management strategies.
CONTENT:
➢ Organizational culture
• Influence of the social sciences
• Influence of corporate commerce
• Influence of change management
➢ Increasing importance of organizational culture
➢ Organizational culture components
• Taboos, beliefs and values
• Anecdotes, myths and symbols
• Statutes, parts and behavior norms
• Traditiona, rituals and ceremonies
• Employees perceptions and representations
• Typical products: clothes, buildings, offices etc.
➢ Tools for managing organizational culture
• Metaphors
• Management systems
o Organizational development
o Total Quality Management
o Business Process Re-engineering
o Competence Based Management
• Organization models
o Sustainable organizations
o Innovative enterprises
o Learning organizations
o High performing organizations
• Strategies
o Strategic alliances
o Knowledge management
o Flexible learning
➢ Different aspects of organizational culture
• Confucian dynamism
• Role culture
• Task culture
• Power culture
• Person culture
➢ Factors influencing organizational culture
• The business environment
• Leadership
• Management practices and the formal socialization process
• The informal socialization process
UNIT I
SHORT ANSWER QUESTIONS: Q 10,14
LONG ANSWER QUESTIONS: Q 13,25
OTHER ASSIGNMENTS
1 ibid 4, Page No. 341, Q1-5

REFERENCES:
1 ibid 4, Page No. 325-335
ARTICLES:
1 JuliaStorberg- Walker, “What type of Leaders Are We? Understanding and Enhancing Critical
Human Resource Development Identity in the United States”, Advances in Developing Human
Resource, Volume 16, No. 4, November 2014, pp. 499-514.
2 Tania Nery- Kjerfve, Sehoon Kim, Minjung Kim and Gary N. McLean, National Human
Resource Developments in Brazil: Lessons from Korea, Human Resource Development
Review, Vol. 13, No. 4, December 2014, pp. 483-500
LECTURES 11-12
HUMAN SIDE OF MERGERS AND ACQUISITIONS
OBJECTIVE:
Mergers and acquisitions bring two different organizations together and such integration needs
management of all aspect of human resource. The lectures will explain the different human angles
of mergers and acquisition and their management for successful implementation.
CONTENT:
➢ Three stage model of merger and acquisition

• Stage 1: Pre-combination
▪ HR issues
• Identifying reasons for the M&A
• Forming M&A team/leader
• Searching for potential partners
• Planning for managing the process of the M and/or A
• Planning to learn from the process
• Stage 2: Combination-integration of the partners
▪ HR issues
• Selecting the integration manager
• Designing teams
• Creating new structure/strategies/leadership
• Retaining key employees
• Motivating the employees
• Managing the change process
• Communicating to and invoicing stakeholders
• Deciding on the HR policies and practices
• Solidification and advancement-the new entity
▪ HR issues
• Solidifying leadership and staffing
• Assessing the new strategies and structures
• Assessing the new culture
• Assessing the new HR P&P
• Assessing the concerns of stakeholders
• Revising as needed
• Learning from the process
➢ Role of the HR Departments/Professionals
• Developing key strategies for a companies M&A activities
• Managing the soft due diligence activity
• Providing input into managing the process of change
• Advising top management on the merged company’s new organizational structure
• Creating transition teams
• Overseeing the communications
• Managing the learning processes
• Recasting the HR department itself
UNIT I

OTHER ASSIGNMENTS
1 ibid 2, Page 413, Q 1,2,3,4,5,6,7
TEXT BOOK:
1 ibid 2, Page No. 401-413

REFERENCE:
1 Mahal Prabhjot Kaur, “HR Practices as determinants of Organizational commitment and

employee retention”, IUP Journal of Management Research, Vol XI No 4, pp. 34
LECTURE 13
INVESTMENT PRACTICES FOR RECRUITMENT & RETENTION
OBJECTIVE:
Retaining the talent and its proper management is very much required in today’s competitive
environment. The lectures will help the students to understand investment practices of HR for
improved retention.
CONTENT:
➢ Strategies for managing employee surplus and avoiding layoffs

• Long run
▪ Hiring freezes
▪ Attrition
▪ Offer early retirement incentives
▪ Cross-training of employees
• Short Run
▪ Loaning or subcontracting labor
▪ Voluntary leaves
▪ Across-the-board salary reductions
▪ Redeploying employees
• Policy
▪ Greater percentage of compensation tied to performance
▪ Staff at less than 100%
UNIT II
MCQ: 61,65,67

LONG ANSWER QUESTIONS: Q3, 6, 7, 9,23
OTHER ASSIGNMENTS
1 ibid 2, Page 576, Q 1,2,3,4,5,6,7,8,9,10
TEXT BOOK:
1 ibid 2, Page No. 565-576
ARTICLE:
1 Lakra. M. R. “Assessment of Employee Training: The Case of Steel Industry in India”, the
IUP Journal of Management Research, Vol. XV No.4, October 2016, pp. 59- 75.
LECTURE 14
STRATEGICALLY ORIENTED PERFORMANCE MANAGEMENT
OBJECTIVE:
The lectures will help students understand the role of strategy in performance management for
effective appraisal system.
CONTENT:
➢ Performance management timeline

• Past : data related to past performance
• Present : allows work plans, goals, and development opportunities to be set
• Future : resulting in the achievement of strategic objectives
➢ Strategic choices in performance management systems
➢ Reasons for failure of performance management systems
• Process is too complicated
• No impact on job performance
• Possible legal challenges
• Lack of control over process
• No connection with rewards
• Complexity and length of forms
➢ Strategies for improving the performance management system
• Involve managers in the design of the system
• Hold managers accountable for the performance and development of their subordinates
• Set clear expectations for the performance
• Set specific objectives for the system
UNIT II
MCQ: 61,67,69
SHORT ANSWER QUESTIONS: Q3,4
LONG ANSWER QUESTIONS: Q 3,5,11
OTHER ASSIGNMENTS
1 ibid 2, Page No. 444, Q1, 2, 3, 4
TEXT BOOK:
1 ibid 2, Page No. 428-444
REFERENCE:
1 ibid 4, Page No. 127-131
ARTICLES:
1. Sukanta Mishra and Dr. Chandan Kumar Sahoo, “Organizational Effort towards Performance
Management System: A key to success, Industrial Engineering letters, ISSN 2224-6096(Paper)
ISSN 2225-0581 (Online), Vol.5, No.2, 2015
2. Sami Ramandeep,” An Analysis of Performance Appraisal Systems and Career Development
Programs in Manufacturing sector,” The IUP Journal of Management Research, Vol. XV
No.3, July 2016, pp. 61- 74.
LECTURE 15
STRATEGICALLY ORIENTED COMPENSATION SYSTEMS
OBJECTIVE:
Compensation is of the most important parameter for motivating employees. The lectures will help
students understand the role of strategy in compensation systems.
CONTENT:
➢ Compensation system
• Direct
▪ Base pay
▪ Incentive pay
• Indirect
▪ Legally required
▪ optional
➢ Legal issues in compensation
➢ Executive compensation
UNIT II
MCQ: 61,67,69
OTHER ASSIGNMENTS
1 ibid 2, Page No. 496, Q 1,2,3,4,5,6,7,8,9
TEXT BOOK:
1 ibid 2, Page No. 483-494

LECTURE 16
NON TRADITIONAL INVESTMENT APPROACHES: INVESTMENT IN DISABLED

EMPLOYEES
OBJECTIVE:
The lectures will help the students to understand the importance of investment in non-traditional
approaches specifically in disabled employees.
CONTENT:
➢ Definition of Disabled employee

• The employee, who is working for the organization, will be termed disabled if
he/she is suffering from an injury or illness which affects or restricts them from
performing their job effectively.
• There can be two types of disabled employees :
▪ Disabled - while employed
• The person was fit and sound during the start of employment
relationship, however, during the tenure of his/her service he turned
disable, which can be either:
• On-the-job: This is during the work hours while working at
premises.
• Off-the-job: This is not at work premises, but surely after the start
of employment relationship.
▪ Disabled - prior to employment:
• Here the employer is well aware of the disability yet employ the
person for the job.
➢ Levels of possible accommodation:
• Job Accommodation
• Modified Work
• Transferable Skills
• Alternate Work
➢ Cost to keep disabled employee (employed)
• The cost of training the new employee
• Productivity of retained employee is higher
• Cost of accommodation is lower than inducting new employee
• Employers want to retain valued and qualified employees
UNIT II
LONG ANSWER QUESTIONS: Q 2
TEXT BOOK:
1 ibid 2, Page No. 343-360
LECTURE 17
EMPLOYEE ASSISTANCE PROGRAMMES
OBJECTIVE:
The objective of the lecture is to make students understand employee assistance programs.
CONTENT:
➢ EAPS are used to make professional help available to the employees.

• Typical EAPS offer assistance to employees in such areas as alcoholism, drug
abuse, emotional stress, family problems and financial indebtedness.
➢ Characteristics of an effective EAP
• The EAP should be staffed with competent professionals who respond to
employee problems with empathy and who know what services are available in
the local community.
• The EAP should be accessible to all employees 24-hours a day, seven days a
week.
• The EAP should be advertised to all employees so that all are aware of the
program.
• The EAP should be available to all employees and their dependents.
• The EAP must guarantee complete confidentiality.
• The EAP staff members should be willing to meet at any location where the
employee or dependent feels comfortable.
UNIT II
MCQ: 61,62,70
SHORT ANSWER QUESTIONS: Q5
TEXT BOOKS:
1 ibid 2, Page No.443-460
LECTURE 18-19
ROLE OF STRATEGIC HR LEADER
OBJECTIVE:
An effective leadership can turn the fortune of any organization. A leader can be a ladder for
development. The objective of the lectures is to make student understand the various roles being
played by strategic HR leader and his competencies
CONTENT:
➢ Importance of leadership
• Motivating employees
• Building up morale
• Creating confidence
➢ Nature of strategic HR leaders
• Presupposes followers
• Assumption of responsibility
• Exemplary conduct
• Understanding feelings and problems
• Community of interests
• Objectivity in relations
➢ Role of strategic HR leader
• Arbitrating
• Suggesting
• Supplying objectives
• Catalyzing
• Providing security
• Representing
• Inspiring
• Praising
UNIT II
MCQ: 63,65,68
SHORT ANSWER QUESTIONS: Q 7,8,9,17
LONG ANSWER QUESTIONS: Q 1,4,6,7,8,9,20
OTHER ASSIGNMENTS
REFERENCES:
1 ibid 4, Page No. 332-335
ARTICLE:
1 Sarah A. Hezlett, Enhancing Experience-Driven Leadership development, Advances in

Developing Human Resources First Published May 8, 2016.
LECTURE 20-21
MANAGING WORKFORCE DIVERSITY
OBJECTIVE:
The Objective of lecture is to make student understand the various challenges associated with
workforce diversity and various cultural issues of expatriates.
CONTENT:
➢ Global business strategy

• Export
• Subcontract/ license
• Joint venture
• Subsidiary
➢ Various culture associated
• Local culture
• National culture
• Corporate culture
➢ Purposes of expatriation
• Organizational
o Business or market development
o Set-up, transfer, or integration of information technology
o Manage autonomous subsidiary
o Coordinate or integrate foreign operation with domestic
o Fill vacant position temporarily
o Develop local management talent
• Individual
o Skill development
o Preparation for top management
o Follow dual-career partner/spouse
➢ Issues to be addressed in a repatriation process
• Career
o Career anxiety—current place, future
o Organizational reaction
o Loss of autonomy
o Adaptation to change
• Personal
o Logistics
o Personal readjustment
o Family readjustment
UNIT II

OTHER ASSIGNMENTS
1 ibid 2, Page No. 622-623, Q 1,2,3,4,5,6,7,8
TEXT BOOK:
1 ibid 2, Page No. 608-622
ARTICLES:
1. Ankita Saxena, “Workforce Diversity: A Key to Improve Productivity”, Procedia Economics

and Finance 11(2014) 76-85.
2. BekFrith, Employees feeling isolated at work, HR Magazine, Online, December 15, 2016.
3. Sunny L. Munn, Sanghamitra Chaudhuri, Work–Life Balance: A Cross-Cultural Review of
Dual-Earner Couples in India and the United States, Advances in Developing Human
Resources, December 4, 2015.
LECTURE 22-23
INTERNATIONAL HUMAN RESOURCE MANAGEMENT
OBJECTIVE:
Rising culture of MNCs has raised the need to study international human resource management
strategies. The Objective of lecture is to make student understand the international dimensions
associated with HRM issues.
CONTENT:
➢ Concept of IHRM
• Definition
• Differences between domestic and international HRM
• Nature of international operations
• Effective IHR strategy implementation
• Emergence of IHRM
➢ Cultural foundations of IHRM
• Understanding culture
• The cultural environment

UNIT III
MCQ: 61,67,69
SHORT ANSWER QUESTIONS: Q 2
LONG ANSWER QUESTIONS: Q 1,10,11,14,31
OTHER ASSIGNMENT
1 ibid 2, Page No. 632 Q 1, 2,3,4,5,6,7,8
TEXT BOOKS:
1 ibid 2, Page No. 610-632
LECTURE 24-28
CULTURAL FOUNDATIONS OF IHRM
OBJECTIVE:
The objective of the lecture is to make the students understand the different facets of culture facing
the business environment. The students will be able to understand the meaning, characteristics and
dimensions of culture.
CONTENT:
➢ The different facets of Culture

• Professional culture
• National Cultural Differences
➢ Meaning of Culture
➢ Characteristics of Culture
• Derived from Climatic Conditions
• Prescribed kind of behavior
• Practiced out of necessity
• Subjective
• Cumulative
• Dynamic
➢ Cultural Dimensions
• Social structure
• Language
• Time
• Religion, ethics and superstition
• Wealth and material possessions
• Decision making
• Bribery
➢ Cultural convergence and divergence
• In the case of developing and transitional countries, the convergence argument is
that differences between developing/transitional countries and industrialized
countries are the product of technological, economic, legal and political conditions,
and that as those conditions are converging rapidly, they can be discounted as an
influence on organizational behavior (Negandhi and Prasa d, 1 9 7 9 ) .
• The divergence argument is that there are deep-seated cultural differences
between countries, which render Western management theories, including those
about HRM, inapplicable in different cultural settings (Hofstede, 1 9 8 0).
➢ Managing Diversity within and across culture

• Making adjustments wherever necessary
• Communication
• Cost Benefit Change
• Value systems
• Resistance to too much change
• Participation
• Opinion Leaders
• Timing
• Learning abroad
➢ Importance of cultural sensitivity
➢ Potential cross cultural problems
➢ Cultural Adaptation through sensitivity training
UNIT III
SHORT ANSWER QUESTIONS: Q 1,3,4,5,21

LONG ANSWER QUESTIONS: Q 2,3,4,5,8,9,12,13,15,16,33
OTHER ASSIGNMENT
1 ibid 2, Page No. 622-623, Q 1,2,3,4,5,6,7,8
TEXT BOOK:
1 ibid 2, Page No. 608-622
ARTICLES:
1. Manish Madan&Esha Jain, Impact Of Organizational Culture & Climate On Managerial

Effectiveness An Empirical Study, Delhi Business Review , Vol. 16, No. 2, July - December
2015.
2. BUILDING THE FUTURE: HR'S ROLE IN ORGANIZATIONAL DESIGN, By Steve
Weingarden, Ph.D.
LECTURE 29-30
MODELS FOR UNDERSTANDING CULTURAL ENVIRONMENT
OBJECTIVE:
The objective of the lectures is to make students understand the different aspects of culture given
by Edward T Hall who explained the variations in culture through non-verbal communication.
The students will also learn Hofstede Model of Culture which studied culture and its affect in 5
dimensions due to difference in mental programming.
CONTENT:
➢ Edward T Hall Study

According to Hall (1960), cultures differ in the way they communicate through
non-verbal means or `silent language'. They identify six `silent languages':
• Time
• Space
• Material goods
• Friendships
• Agreements
• Context.
➢ Culture - GertHofstede's Model
Based on his IBM study in 72 different countries, Hofstede identifies five of these
differences in mental programming, which he calls
• Five dimensions
• Power distance
• Collectivism versus Individualism
• Femininity versus Masculinity
• Long-term versus Short-term orientation
• Uncertainty avoidance
• Criticisms
• Every micro-location is typical of the national
• Respondents were already permanently ‘mentally programmed’ with
three non-interacting cultures
• The main dimensions of a national culture can be identified by

questionnaire response difference analysis
• That ‘identified’ in the workplace is unaffected by location

➢ Sensitivity Training
UNIT III
OTHER ASSIGNMENT
1. ibid 1: Page No. 88; Q 2
SUGGESTED READINGS:
REFERENCES:

LECTURE 31
IHRM TRENDS AND FUTURE CHALLENGES
OBJECTIVE:
The Objective of lecture is to make student understand the various future challenges and new HRM
trends faced by HR managers.
CONTENT:
➢ Factors affecting IHRM

• Differences in labor market characteristics
• Cultural differences
• Differences in regulatory environment
• Attitudes towards employment
• Difference in conditions of employment
UNIT III
OTHER ASSIGNMENTS
1 ibid 2, Page No. 622-623, Q 1,2,3,4,5,6,7,8
TEXT BOOKS:
1 ibid 2, Page No. 608-622
ARTICLES:
1. Nil SelenayErden and ErdalTekarsian, “ Are Organizational citizens betrayed? An exploratory

study in the Turkish context”, The IPU Journal of Organizational Behavior October 2014, Vol.
XIII, No. 4, pp. 7-18.
2. Organizational Citizenship Behavior: Managing Interpersonal Conflicts at the Workplace”,
The IPU Journal of Organizational Behavior October 2014, Vol. XIII, No. 4, pp. 7-18.
LECTURE 32-33
GLOBAL HUMAN RESOURCE PLANNING
OBJECTIVE: The lecture intends to enable the students understand the advantages of integrating
human resources with global planning. Also it helps to comprehend an organization’s competitive
environment influences strategic planning.
CONTENT:
➢ Concept of Human Resource Planning

➢ Concept of Global Human Resource Planning
➢ Linking Global Planning and Human Resources
• Mission, Vision and Values
• External Analysis
o Customers
o Suppliers
o New entrants
o Rival firms
o Substitutes
• Internal Analysis
o Culture
o Competencies
o Composition
• Strategy Formulation
• Strategy Implementation
• Evaluation and assessment
UNIT IV
SHORT ANSWERS QUESTIONS: Q 1
LONG ANSWERS QUESTIONS: Q1, 8, 9, 16, 17
OTHER ASSIGNMENT:
1 ibid 1, Page No. 5.19, Q 1-7

2 ibid 2, Page No. 66, Q 1-3
3 ibid 3, Page No. 81, Q 1, 2,4,5,6
4 .ibid 4, Page No. 67. Q1, 4, 6, 7
5 ibid 5, Page No. 158, Q1, 2, 3
SUGGESTED READINGS:
TEXT BOOKS:
1 ibid 1, Page No.5.4-5.7

3. ibid 3, Page No. 48-79
4. ibid 4, Page No. 51-54
ARTICLE:
1. Geoffrey Wood. Fang Lee Cooke, Memet Demirbag and Caleb Kwong, “International Journal
of Human Resource Management in contexts of high uncertainities”, The International Journal
of Human Resource Management,2018.
LECTURE 34-35
INTERNATIONAL COMPENSATION MANAGEMENT
OBJECTIVE: The objective of this lecture is to introduce the students with the whole concept of
International Compensation.
CONTENT:
➢ Compensation
• Concept of Compensation
• Compensation Management
• Contingent factors in Compensation Plan
• Wage Salary Differentials
• Wage Structure
• Methods of Wage Payment
• Meaning of Wage Incentives
• Essentials of Sound Incentive Plan
• Types of Wage Incentive Plans
• Concept of Profit sharing
• Labour Co-Partnership
• Fringe Benefits
UNIT IV
MCQ: 62,67,69
LONG ANSWER QUESITONS: Q 5,14,25
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 16.23, Q 6,8,9,10,12,13

2 ibid 2, Page No. 326, Q 1,2
3 ibid 5, Page No. 352, Q1, 2, 3.
GGESTED READINGS:
TEXT BOOK:
1 ibid 1, Page No. 16.1-16.27, 17.1-17.21

2 ibid 2, Page No. 284-326
REFERENCES:
1 ibid 5, Page No. No 413-483

2 ibid 5, Page No. 324-352
ARTICLE:
1. How Effective Shadow Payroll Management Makes A Big Difference To Your

Business Richard McBride, Certino Limited
LECTURE 36-37
GLOBAL WORKFORCE TRAINING AND DEVELOPMENT
OBJECTIVE:
The objective of this lecture is to introduce the students with the whole concept of global workforce
Training and Development along with the overall concept of Executive development
CONTENT:
➢ Training
• Concept of Training
• Need for Training
• Importance of Training
• Types of Training
• Identifying Training Needs
• Objectives of Training
• Designing a Training Programme
• Techniques of Training
• Evaluating Training Effectiveness
• Retraining
➢ Development
• Concept of Executive Development
• Objectives of Executive Development
• Importance of Executive Development
• Process of Executive Development
• Methods and Techniques of Executive Development
• Principles of Executive Development
UNIT IV
LONG ANSWER QUESITONS: Q 15,19
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 9.21, Q 15, 18, 22

2 ibid 2, Page No. 234, Q 5,7
3 ibid 5, Page No. 236, Q 1, 2, 3
SUGGESTED READINGS:
TEXT BOOKS:
1 ibid 1, Page No. 9.3-9.27, 10.1-10.21

2 ibid 2, Page No. 205-233
REFERENCES:
1 ibid 4, Page No. 137-167

2 ibid 5, Page No. 210-236
ARTICLES:
1. Thomas N. Garavan, David McGuire, Monica Lee, “Reclaiming the “D” in HRD, A Typology
of Development Conceptualizations, Antecedents, and Outcomes”, HRD Review, September
28, 2015; pp. 359–388.
LECTURES 38-39
PERFORMANCE MANAGEMENT IN INTERNATIONAL ORGANIZATIONS
OBJECTIVE: The objective of this lecture is to introduce the students with the whole concept of
Performance and Potential Appraisals in International organizations.
CONTENT:
➢ Performance and Potential Appraisal

• Concept of Performance Appraisal
• Objectives of Performance Appraisal
• Importance of Performance Appraisal
• Performance Appraisal Process
▪ Establishing Performance Standards
▪ Communicating the Standards
▪ Measuring Performance
▪ Comparing the actual with the Standards
▪ Discussing the Appraisal
▪ Taking Corrective Actions
• Limitation of Performance Appraisal
• Essentials of an Effective Performance Appraisal System
• Techniques of Performance Appraisal
• Performance Appraisal through MBO
• 360 Degree Appraisal Technique
• Performance Appraisal of Managers
• Performance Appraisal Interview
• Potential Appraisal
UNIT IV
MCQ: 63,66,70
SHORT ANSWER QUESITONS: Q 5,19,20
LONG ANSWER QUESITONS: Q 5,20,25,26
OTHER ASSIGNMENTS:
1 ibid 1, Page No. 14.31, Q 4, 9,13,16,18

3 ibid 4, Page No. 185-186, Q 1, 2
4 ibid 5, Page No. 311-312, Q1, 2, 3
SUGGESTED READINGS:
TEXT BOOKS:
1 ibid 1, Page No. 14.3-14.37

2 ibid 2, Page No. 238-271
REFERENCE:
1 ibid 5, Page No. 283-311
LECTURE 40-42
MANAGING WORKFORCE DIVERSITY AND CULTURAL ISSUES OF

EXPATRIATES
OBJECTIVE:
The Objective of lecture is to make student understand the various challenges associated with
workforce diversity and various cultural issues of expatriates.
CONTENT:
➢ Global business strategy

• Export
• Subcontract/ license
• Joint venture
• Subsidiary
➢ Various culture associated
• Local culture
• National culture
➢ Purposes of expatriation
• Organizational
o Business or market development
o Set-up, transfer, or integration of information technology
o Manage autonomous subsidiary
o Coordinate or integrate foreign operation with domestic
o Fill vacant position temporarily
o Develop local management talent
• Individual
o Skill development
o Preparation for top management
o Follow dual-career partner/spouse
➢ Issues to be addressed in a repatriation process
• Career
o Career anxiety—current place, future
o Organizational reaction
o Loss of autonomy
o Adaptation to change
• Personal
o Logistics
o Personal readjustment
o Family readjustment
UNIT IV
SHORT ANSWER QUESTIONS: Q 2,3,4,
LONG ANSWER QUESTIONS: Q 2,3,6,10,12,13,24
OTHER ASSIGNMENTS
1 ibid 2, Page No. 622-623, Q 1,2,3,4,5,6,7,8
TEXT BOOK:
1 ibid 2, Page No. 608-622

ARTICLES:
1. Sally Sambrook and Rob. F.Poell, “ International Critical Perspectives”, Advances in

Developing Human Resource, Vol. 16, Number 4, November 2014, pp. 471-480.
2. Tomika W. Greer, “Using HRD to Support Repatriates: A Framework for Creating an
Organization Development Strategy for Repatriation”, First Published January 19, 2016;
pp. 101–122.
3. Julia M. Fullick-Jagiela, Amy Klemm Verbos, Christopher William Wiese, “Relational
Mentoring Episodes as a Catalyst for Empowering Protégés: A Conceptual Model”, HRD
Review,October 19, 2015; pp. 486–508.
4. Global Mobility: A Vision Of A Digital Future in 2020, Robin Brown & Vladimir
Trpkovski, Deloitte Global Workforce Practice
LECTURE PLAN
ORGANIZATION DEVELOPMENT
MS - 230
COURSE OUTLINE
MBA IV SEMESTER
ORGANIZATION DEVELOPMENT - MS 230
L-3, Credits-3
OBJECTIVES
For the organization to survive and remain effective with the changing environment, it must
develop effective strategies for renewal. The course aims at acquainting the students with theory
and practice of planned change, organizational renewal and development.
COURSE OBJECTIVES
After completion of this course students will be able to Demonstrate knowledge and understanding
of:
• The principles of OD located in human relations school of management;

• The practice of action research in OD;
• Small group theory, group dynamics, teams and team building and their application in OD;
• OD interventions at group and organisational level.
INTERNAL ASSESSMENT AND ASSIGNMENTS 25 marks
1. Class Test-II - (Written Test) 15 marks

2. Class Assessment + Attendance 10 marks
COURSE CONTENTS
1. Introduction to Organizational Development (10 Hours)

• Introduction to Organizational Development
1. Definition
2. Nature and
3. Characteristics of Organization Development,
• Managing the Organization Development Process
• Theories of Planned Change
1. Goals
2. Values and
3. Assumptions of OD
• Role and Competencies of the OD practitioner.
2. Organizational Development Interventions (12 Hours)

• The Diagnostic Process
• Introduction to OD Interventions
• Diagnosis at the Organization level
• Diagnosis at the Group level
• Diagnosis at the Individual level
• Data Collection Process
• Diagnostic Methods
• Challenges in Diagnosis
• Diagnostic Information Feedback
1. Characteristics of Effective Feedback
2. Survey Feedback
• Characteristics of Effective Interventions
• Designing Interventions
• The Intervention Process.
3. Designing Organizational Structures (10 Hours)

• Human Process and HRM Intervention
1. Sensitivity Training
2. Process Consultation
3. Third-Party Interventions
4. Team Building
• Organization Confrontation Meeting
• Intergroup Relations Interventions
• Large Group Interventions
1. Grid OD
2. System 4 Management
3. Role Playing
• Employee Empowerment
• Performance Management Systems
• Employee Wellness Interventions
• Career Planning
• Goal Setting
• MBO.
4. Techno Structural and Strategic Interventions (10 Hours)
• Restructuring Organizations
• Job Enrichment
• Sociotechnical Systems
• TQM and Quality Circles
• Culture Change
• Self –Designing Organizations
• Learning Organizations
• OD Practitioners as Agents of Social Change
• Future of OD in VUCA World (Volatility, Uncertainty, Complexity Ambiguity)
The following should be the study material for the subject. The students are advised to go through
the material for developing thorough understanding of the subject.
➢ TEXT BOOKS
1. Authors’ Names: Wendell L. French and Cecil H. Bell

Title: Organization Development – Behavioral Science Interventions for
Organization Improvement
Edition: Sixth Year: 2008
Publisher: Prentice Hall of India Pvt. Ltd. (ibid 1)
2. Authors’ Names: Thomas G. Cummings and Christopher G. Worley

Title: Organization Development and Change
Edition: Ninth Year: 2012
Publisher: Cengage Learning India Pvt. Ltd. (ibid 2)
➢ REFERENCE BOOKS
1. Authors’ Names: C.S.G. Krishnamacharyulu, LalithaRamakrishnan

Title: Organizational Development
Edition: First Year: 2014
Publisher: PHI (ibid 3)
2. Authors’ Names: Kavita Singh

Title:Organisational Change and Development
Edition: Second Year: 2010
Publisher: Excel Books (ibid 4)
3. Authors’ Names: S. Ramnarayan, T. V. Rao&Kuldeep Singh

Title: Organizational Development – Interventions & Strategies
Edition: First Year: 2010 reprint
Publisher: Response Books (ibid 5)
4. Authors’ Names: W. Warner Burke

Title: Organizational Development – A process of learning & changing
Edition: Third Year: 2017 paperback Edition
Publisher: pearson Education Asia, ltd. Organizational Development Series
(ibid 6)
➢ JOURNALS
1. HR Review
2. Advances in Developing Human Resources
3. Series on Management & Organizational Development :The Path from XA to YB
, by Chris Argyris, New York McGrawhill
4. Organisational development and change management ,burnes, b., 2009, in
journal of change management.
5. Bartunek, Jean M. and Moch, Michael K - First Order, Second Order and Third
Order Change and OD Interventions: A cognitive Approach, in The Journal of
Applied Behavioural Science, vol. 22, no. 4, p.483-500.
6. Article on Preparing for Change: 2018 Organizational Development Trends
Darleen DeRosa — November 17, 2017
https://www.business2community.com/leadership/preparing-change-2018-
organizational-development-trends-0195713
7. Change Management & Organization Development: A Selected Bibliography ,
by Fred Nickols • 2010 in www.nickols.us
8. Article on “The Role of organizational culture in effective team development, Jack
G. Montgomery Jr. DLTS Faculty Publications Handbook for strategic HR: Best
Practices in Organization Development: from the OD Network, John Vogelsang
Editor (year)
LECTURES 1 - 3
INTRODUCTION TO ORGANIZATION DEVELOPMENT
OBJECTIVE
Organization Development is the applied behavioral science discipline dedicated to improving

organizations and the people in them through the use of the theory and practice of planned change.
Organizations face multiple challenges and threats today and hence keeping these healthy in
today’s world is a daunting task. One possible solution to this is the Organization Development
strategy. OD is a process for teaching people how to solve problems, take advantages of
opportunities and learn how to do that better over time. The aim of these lectures is to acquaint
students with the concept of Organization development and help them appreciate its significance
in the modern business world.
CONTENTS
➢ Introduction to Organization Development

• Meaning of Organization Development
• Definition of Organization Development
• Characteristics
o Planned long term effort
o System wide change
o Emphasizes change in culture
o Educational strategy
o Uses behavioral science knowledge
o Focuses on practice
o Recognizes the importance of collaborative management
o Requires services of a change agent
• Objectives
• Need
• History of Organization Development
o Laboratory and Training Stem
o Survey Research and Feedback system
o Action Research stem
o Socio-technical and Socio-clinical Stem
o Second Generation OD
✓ Interest in Organizational Transformation
✓ Interest in Organizational Culture
✓ Interest in Learning Organization
✓ Interest in Teams
✓ Interest in TQM
✓ Interest in Visioning and Future Search
✓ Getting the whole system in a room
• Comparison of OD and Traditional Training Programmes
• OD in Indian Industry
• Criticism of OD
• Assumptions of OD
• Values and Beliefs of OD
• OD Practitioner
o Meaning
o Competencies of an Effective OD Practitioner
o Role
o Professional OD Practitioner
UNIT I
SHORT ANSWER QUESTIONS: 1, 10, 11, 20, 21
LONG ANSWER QUESTIONS: 1, 6, 11, 15, 22, 31, 32
OTHER ASSIGNMENTS
1 ibid 4, Page No. 24, Q 1-4
SUGGESTED READINGS
TEXT BOOKS
1 ibid 1, Page No. 1-5, 24-30, 32-53, 62-70

REFERENCE BOOKS
1 ibid 4, Page No. 3 – 24, 183 - 200

2 ibid 5, Page No. 188-193
ARTICLE:
missing
LECTURES 4 - 6
THEORIES OF PLANNED CHANGE
OBJECTIVE:
These lectures would describe the theories of planned change with their comparison and
application.
CONTENTS:
➢ Kurt Lewin’s Model

➢ Action Research Model
➢ The Positive Model
UNIT I
SHORT ANSWER QUESTIONS: 2, 3, 4, 5 , 6, 10, 12, 13, 22
LONG ANSWER QUESTIONS: 2, 3, 4, 5, 12, 13, 16, 28
UNIT IV
SHORT ANSWER QUESTION: 5
LONG ANSWER QUESTIONS: 5, 6 and 7
OTHER ASSIGNMENTS
1 ibid 4, Page No. 42, Q.1 – 5
SUGGESTED READINGS
TEXT BOOK:
REFERENCE BOOKS:

2 ibid 3, Page No. 161 - 190
ARTICLES:
1. Ieraci, G., & Toffoletto, R. (2018). From Movement to Party. MeetUp groups, Policies and
Conflict in the Organisational Development of the Italian Five Stars Movement.
2. Waddell, D., Creed, A., Cummings, T. G., & Worley, C. G. (2019). Organisational change:
Development and transformation. Cengage AU.
LECTURES 7 - 10
MANAGING THE OD PROCESS
OBJECTIVE:
These lectures aim at deliberating on the various phases of the OD Process and elucidate the
various OD Programme Management components.
CONTENTS
➢ Introduction the OD Management Process

➢ Components of the OD Process
• Diagnosis
• Action
• Programme management
➢ Diagnosis
• Meaning
• Importance
• Diagnosing Systems and its Subunits
o Total organization
o Large complex and heterogeneous subsystems
o Small, simple and relatively homogeneous subsystems
o Interface or inter-group subsystems
o Dyads/triads
o Individuals
o Roles
o Between organization systems constituting a supra-system
• Diagnosing Processes
o Communication patterns, styles and flows
o Goal setting
o Decision making
o Problem solving
o Action planning
o Conflict resolution and management
o Managing interface relations
o Superior – subordinate relations
o Technical and engineering system
o Strategic management and long-range planning
o Organizational learning
• The six-box model
• Third wave consulting
➢ Action Component
• Meaning of OD Interventions
• Nature of ODIs
• Discrepancy Analysis
➢ Programme Management Component
• Phases of OD Programmes
o Entry
o Contracting
o Diagnosis
o Feedback
o Planning change
o Intervention
o Evaluation
• Model of effective change management
• Managing successful organizational transformations
UNIT II
SHORT ANSWER QUESTIONS: 7, 8, 9, 10 and 14
LONG ANSWER QUESTIONS: 7, 8, 9, 10, 15, 18, 24

SUGGESTED READINGS
TEXT BOOK:
1 ibid 1, Page No. 105 - 128
LECTURES 11 - 15
INTRODUCTION TO ORGANIZATIONAL DEVELOPMENT INTERVENTIONS
OBJECTIVE:
Organization Development Interventions (ODIs) are the action component of the OD strategy.
These are sets of structured activities in which selected organizational units engage in a task or a
sequence of tasks with the goals of organizational improvement and individual development.
These lectures would throw light on this action thrust of organizational development.
CONTENTS
➢ Meaning of ODIs
➢ Characteristics of ODIs
➢ Effective Interventions
• Meaning
• Designing
➢ Contingencies to ODIs
• Contingencies related to the change situated
o Readiness for change
o Capability to change
o Cultural context
o Capabilities of change agent
• Contingencies related to target of change
o Organizational issues
✓ Strategic issues
✓ Technology and structure issues
✓ HR issues
✓ Human process issues
o Organizational levels
➢ Outcomes of ODIs
• Feedback
• Awareness of changing socio-cultural norms or dysfunctional current norms
• Increased interaction and communication
• Confrontation
• Education
• Participation
• Increased accountability
• Increased energy and optimism
➢ Classification of ODIs
• Based on Objectives
o Diagnostic activities
o Team-building activities
o Intergroup activities
o Survey feedback activities
o Education and training activities
o Techno structural or structural activities
o Process consultation activities
o Grid organization development activities
o Third-party peacemaking activities
o Coaching and counseling activities
o Life and career planning activities
o Planning and goal setting activities
o Strategic management activities
o Organizational transformation activities
• Based on Target Groups
o Individuals
o Dyads/triads
o Teams and groups
o Inter-group relations
o Total organization
➢ Diagnosis at the
• Organizational level
• Group level
• Individual level
UNIT II
SHORT ANSWER QUESTIONS: 1, 2, 13, 16, 26, 27, 29

LONG ANSWER QUESTIONS: 1, 2, 3, 4, 5, 6, 8, 10, 11, 15, 23
OTHER ASSIGNMENTS
1 ibid 4, Page No. 263, Q 1 - 7
SUGGESTED READINGS
TEXT BOOKS
1 ibid 1, Page No. 145 – 154

2 ibid 2, 105, 120, 126, 183 – 189; 272 - 278
REFERENCE BOOKS
1 ibid 4, Page No. 251 – 263

2 ibid 3, Page No. 249-268
ARTICLE:
1. Jalinus, N., & Nabawi, R. A. (2018). The instructional media development of welding practice
course based on PjBL model: enhancing student engagement and student competences.
International Journal of Innovation and Learning, 24(4), 383-397.
LECTURES 16 - 18
DIAGNOSTIC INFORMATION FEEDBACK
OBJECTIVE:
Diagnostic Information feedback forms an important step in the diagnostic process. These lectures
intend to discuss the same.
CONTENTS:
➢ Meaning of diagnostic information feedback

➢ Characteristics of effective feedback
➢ Survey feedback
➢ Designing Interventions
UNIT II
SHORT ANSWER QUESTIONS: 4, 5, 6, 12, 17, 19, 25, 30

LONG ANSWER QUESTIONS: 3, 4, 1, 20, 21, 23
OTHER ASSIGNMENTS
1 ibid 4, Page No. 228, Q 1 - 8
SUGGESTED READINGS
TEXT BOOK:
1 ibid 2, Page No. 152-160, 164-172
REFERENCE BOOKS:
1 ibid 4, Page No. 203 - 230

2 ibid 3, Page No. 221 - 243
LECTURES 19 - 21
SENSITIVITY TRAINING, THIRD-PARTY PEACE MAKING INTERVENTIONS AND

INTER-GROUP INTERVENTIONS
OBJECTIVE:
These lectures aim at acquainting students with the various interventions aimed at improving inter-
group relations in an organization. The lecture would elucidate the various strategies for reducing
inter-group conflict. This would also discuss third-party peacemaking as a conflict resolving
intervention.
CONTENTS:
➢ Sensitivity Training
• Meaning
• History
• Procedure
o Unfreezing
o Development of new values
o Refreezing
• Objectives
o Increased understanding, insight, and self-awareness about one’s own behavior and
its impact on others
o Increased understanding and sensitivity about the behavior of others,
o Better understanding and awareness of group and inter-group processes,
o Increased diagnostic skills
o Improvement in individuals’ ability to analyze and monitor their own behavior
➢ Inter-group Team Building Interventions
• Blake, Mouton and Shepard’s Technique of inter-group conflict resolution
➢ Third party peace making interventions
• Meaning and concept
• Walton’s Approach
• Principled Negotiations
• Two-person conflict management design
➢ Organization Mirror Interventions
➢ Partnering
UNIT I
SHORT ANSWER QUESTIONS: 7, 8, 9, 18, 22, 23, 31
LONG ANSWER QUESTIONS: 5, 9, 12, 14, 23
SUGGESTED READINGS
TEXT BOOKS:
1 ibid 1, Page No. 180 – 187

2 ibid 2, Page No. 301 – 309
REFERENCE BOOK:
1 ibid 3, Page No. 383 - 390

LECTURES 22 – 25
TEAM INTERVENTIONS
OBJECTIVE:
These lectures aim at acquainting students with the various interventions designed for ensuring
effectiveness of teams. The lectures would explain some of the most popular techniques and
exercises of team building.
CONTENTS:
➢ Introduction to teams
• Importance
• Types
o Work teams
o Problem solving teams
o Cross functional teams
o Self managed work teams
• Effective teams
• High-performance teams
➢ Team building
• Importance
• Strategies
➢ Team building interventions
• Formal group diagnostic meeting
• Formal group team-building meeting
• Process consultation interventions
o Meaning
o Principles for process consultation
o Basic process interventions
✓ Individual interventions
✓ Group intervention
o Results of process consultation
• Gestalt approach to team building
➢ Techniques and exercises in team building
• RAT (Role Analysis Technique)
• Interdependency exercise
• RNT (Role Negotiation Technique)
• Appreciation and concern exercise
• Responsibility charting
• Visioning
• Force-field analysis
• Constructive intervention
UNIT II
SHORT ANSWER QUESTIONS: 4, 5, 6, 12, 18, 19, 20, 21, 24,
LONG ANSWER QUESTIONS: 3, 4, 15, 20, 24
OTHER ASSIGNMENTS
1 ibid 4, Page No. 280, Q 1 - 8
SUGGESTED READINGS
TEXT BOOK:
1 ibid 1, Page No. 155 – 177
REFERENCE BOOKS:
1 ibid 4, Page No. 265 – 280

2 ibid 3, Page No. 365 - 383
ARTICLE:
i.Halterman, J. S., Fagnano, M., Tajon, R. S., Tremblay, P., Wang, H., Butz, A., ... & McConnochie,
K. M. (2018). Effect of the School-Based Telemedicine Enhanced Asthma Management (SB-
TEAM) program on asthma morbidity: a randomized clinical trial. JAMA pediatrics, 172(3),
e174938-e174938.
LECTURES 26 – 28
OTHER OD INTERVENTIONS
OBJECTIVE:
Comprehensive interventions of organization development would be discussed in these lectures.
CONTENTS:
➢ Beckhard’sOrganisation Confrontation Meeting

• Meaning
• Procedure
o Climate setting
o Information collecting
o Information sharing
o Priority setting and group action planning
o Immediate follow-up by the top team
o Progress review
➢ Large Group Interventions
➢ Survey feedback
• Concept
• Process
➢ Systems 1 – 4T
• Concept
• System 1
• System 2
• System 3
• System 4
• Appreciative inquiry
➢ Grid organization development
• Concept
• Phases
o Prephase 1
o Phase 1: The Managerial Grid
o Phase 2: Teamwork Development
o Phase 3: Intergroup Development
o Phase 4: Developing an ideal Strategic Corporate Model
o Phase 5: Implementing The Ideal Strategic Model
o Phase 6: Systematic Change
➢ Performance Management Systems
➢ Employee Wellness Interventions
➢ Career Planning
UNIT II
SHORT ANSWER QUESTIONS: 2, 10, 11, 12, 16, 18, 21, 28
LONG ANSWER QUESTIONS: 6, 9, 10, 12
OTHER ASSIGNMENTS
1 ibid 4, Page No. 310, Q 1 - 7
SUGGESTED READINGS
TEXT BOOKS:
1 ibid 1, Page No. 190 – 216

2 ibid 2, Page No. 262 – 321, 452 – 463, 478 – 485
REFERENCE BOOK:
1 ibid 4, Page No. 295 - 310
LECTURES 29 – 31
MBO & ROLE PLAYING
OBJECTIVE:
The essence of MBO is participative goal setting, choosing course of actions and decision making.
An important part of the MBO is the measurement and the comparison of the employee’s actual
performance with the standards set. In these lectures the concept, process and/or applicability of
the techniques of Management by Objectives and Role Playing would be discussed in reference to
the organization development strategy.
CONTENTS:
➢ Management by Objectives (MBO)

• Meaning and Definition
• Potential Benefits of MBA
o Improvement in Productivity
o Self-control
o Improved Communication
o Motivation
o Realistic approach to setting objectives
• Process
o Setting of Objectives
o Revision of organization structure
o Establishing check-points
o Appraisal of performance
• Limitations
o Poor planning
o Lack of training
o Lack of follow up
o Inflexibility
• Making MBO Effective
o Work group involvement
o Joint manager-subordinate goal setting
o Establishment of action plans for goals
o Establishment of criteria, or yardsticks of success
o Review and recycle
o Maintenance of records
• Collaborative Management by Objectives
➢ Role - Playing
• Concept
• Benefits
o Interpersonal skills
o Communication skills
o Conflict resolution
o Developing insights
o Group-decision making
• Types
o Multiple role play
o Single role play
o Role rotation
o Spontaneous role play
UNIT II
SHORT ANSWER QUESTIONS: 15, 19, 20
LONG ANSWER QUESTIONS: 8, 10
OTHER ASSIGNMENTS
1 ibid 4, Page No. 292, Q 1 - 7
SUGGESTED READINGS
TEXT BOOKS:
1 ibid 1, Page No. 224 – 225

2 ibid 2, Page No. 447 – 451
REFERENCE BOOK:
1. ibid 4, Page No. 288-289
LECTURES 32 – 35
DESIGNING ORGANIZATONAL STRUCTURES AND CULTURE CHANGE
OBJECTIVE:
Businesses require structure to grow and be profitable. Designing an organization structure helps
top management identify talent that needs to be added to the company. Organizational design
serves as the foundation on which all company operations are built, including such vital factors as
the grouping of employees within different departments and the formal managerial hierarchies
within a company. Savvy early stage organizational design choices can create a foundation for
success, allowing an organization to develop a strong company culture, grow in response to
increasing demand and adapt to changes in the marketplace. In these lectures, the concept of
organizational structure and design would be explained.
CONTENTS:
➢ Introduction to Organization
• Concept
• Nature
o Common purpose
o Division of labor
o Authority structure
o People
o Communication
o Coordination
o Environment
o Rules and regulations
➢ Introduction to organization design
• Meaning
• Approaches
o Classical approach
o Task-technology approach
o Environmental approach
• Factors affecting organization design
o Strategies
a. Porter’s competitive strategies
i. Low-cost leadership
ii. Focus
iii. Differentiation
b. Miles and Show’s strategy typology
i. Prospector
ii. Defender
iii. Analyzer
iv. Reactor
o Other factors
a. Environment
b. Technology
c. Size and life-cycle of the organization
d. Culture
• Models of organizational design
o Mechanistic model
o Organic model
o Matrix model
➢ Designing organization structure
• Meaning of organization structure
• Need and significance of organization structure
• Principles or organization
• Factors affecting organization structure
• Decisions in organization structure
• Dimensions of organization structure
o Formalization
o Centralization
o Complexity
• Process of designing organization structure
o Identification of activities
o Grouping of activities
o Assignment of duties
o Delegation of authority
UNIT III
SHORT ANSWER QUESTIONS: 1, 4, 5, 6, 9 and 10, 11, 12, 14, 15
LONG ANSWER QUESTIONS: 1 – 4 and 6 - 11
SUGGESTED READINGS
REFERENCE BOOK:
1 ibid 3, Page No. 67 - 105
ARTICLES:
1. Abu-Rish Blakeney, E., Lavallee, D. C., Baik, D., Pambianco, S., O’Brien, K. D., & Zierler,
B. K. (2019). Purposeful interprofessional team intervention improves relational coordination
among advanced heart failure care teams. Journal of interprofessional care, 33(5), 481-489.
2. Rivkin, I., Lopez, E. D., Trimble, J. E., Johnson, S., Orr, E., & Quaintance, T. (2019). Cultural
values, coping, and hope in Yup'ik communities facing rapid cultural change. Journal of
community psychology, 47(3), 611-627.
LECTURES 36 – 37
LEARNING ORGANIZATION
OBJECTIVE:
Humans are now holding the biggest and most powerful empire ever seen on earth. A living
organization which in fact needs training and learning to develop and survive in today's ever
changing economy. Unless an organization can cope with it changing environment, it will die. It
is thus crucial that an organization constantly strive to learn more about its environment and the
people involved with the organization. In these lectures, the concept of Learning Organization, its
various practices and components would be discussed.
CONTENTS:
➢ Learning Organization
• Concept
• Need
• Values
• Practices of learning organizations
o Openness
o Systems thinking
o Creativity
o Proactive approach
o Empathy and sensitivity
o Institutionalized learning
o Leadership
o Fostering positive mindset
o Learning form mistakes
o Risk taking
• Comparison of Traditional and Learning Organizations
• Components of learning organizations
o Systems thinking
o Personal mastery by continual learning mode
o Mental models
o Shared vision
o Team learning
➢ Boundaryless organization - Concept

UNIT III
SHORT ANSWER QUESTIONS: 2, 3, 4 and 7, 11, 14
LONG ANSWER QUESTIONS: 5, 9, 12
OTHER ASSIGNMENTS
1 ibid 4, Page No. 337, Q 1 - 5
SUGGESTED READINGS
REFERENCE BOOKS:
1 ibid 4, Page No. 323-337

2 ibid 3, Page No. 397 - 415
LECTURES 38 – 39
ISSUES IN CLIENT-CONSULTANT RELATIONSHIP & ETHICAL ISSUES IN OD
OBJECTIVE:
The code of ethics are being used by the practitioners so that they would have common reference
and to enhance the practitioner’s sense of identity as a global professional community. The
presence of the code of ethics, values, and beliefs is that to prevent the occurrence of ethical
concerns, issues or problems in the helping-consulting process. In these lectures the various issues
in OD Consultant and client system relationship are discussed.
CONTENTS:
➢ Entry and contracting

➢ Defining the client system
➢ Trust
➢ The nature of the consultant’s expertise
➢ Diagnosis and appropriate interventions
➢ The depth of intervention
➢ On being absorbed by the culture
➢ Consultant as a model
➢ Consultant team as a microcosm
➢ Action research and the OD process
➢ Client dependency and terminating the relationship
➢ Ethical standards in OD
• Ethical Dilemmas
o Misrepresentation of the consultant’s skills
o Professional/technical ineptness
o Misuse of data
o Collusion
o Coercion
o Promising unrealistic outcomes
o Deception and conflict of values
➢ Implications of OD for the client
• To enlarge the database for making management decisions
• To expand the influence process
• To capitalize on the strengths of the informal system and to make the formal and the
informal system more congruent
• To become more responsive
• To legitimize conflict as an area of collaborative management
• To examine its own leadership style and ways of managing
• To legitimize and encourage the collaborative management of team, inter-team, and
organization cultures.
UNIT IV
SHORT ANSWER QUESTIONS: 1, 2, and 3, 12, 13
OTHER ASSIGNMENTS
1 ibid 4, Page No. 244, Q 1 - 5
SUGGESTED READINGS
TEXT BOOK:
1 ibid 1, Page No. 253 – 269.
REFERENCE BOOKS:
1 ibid 4, Page No. 233 – 244

2 ibid 3, Page No. 29 - 57
ARTICLE:
Soliman, F. (2018). Role of HRM in Sustainable Organisational Development. In Sustainable

Development: Concepts, Methodologies, Tools, and Applications (pp. 115-131). IGI Global.
LECTURES 40 - 42
FUTURE AND ORGANIZATION DEVELOPMENT
OBJECTIVE:
The various future challenges of OD will form a part of the discussion in these lectures.
CONTENTS:
➢ The changing environment

➢ Fundamental strengths of OD
➢ OD’s Future
• Leadership and values
• Knowledge about OD
• OD Training
• Interdisciplinary nature of OD
• Diffusion of Technique
• Integrative practice
• High performance and community
➢ Trends within organization development
• Traditional
o Return to original humanistic values
o Increasing focus on process interventions
• Pragmatic
o Emphasize values of effectiveness
o Increasing focus on relevant practice
• Academic
o Emphasize values of understanding, prediction and control
o Search for variables that explain change and effectiveness
➢ Trends in the Context of organization development
• Economy
o More concerned with cultural diversity
o More concentrated wealth
o More concerned ecologically
• Workforce
o Increasingly diverse
o Increasingly educated
o Increasingly contingent
• Technology
o More e-commerce
o Faster organizational processes
o More productivity
• Organizations
o More networked
o More knowledge, learning and innovation based
UNIT IV
SHORT ANSWER QUESTIONS: 1, 2, 3, 4, 5, 6

LECTURE PLAN
GLOBAL
COMPETITIVENESS AND
STRATEGIC ALLIANCES
MS-244
COURSE OUTLINE
GLOBAL COMPETITIVENESS AND STRATEGIC ALLIANCES
MS-244
MBA IV
OBJECTIVES:
To develop an understanding of the Strategic Management process in a dynamic and competitive

global environment.
COURSE OBJECTIVES
After completion of this course students will be able to:
• Understand the Strategic Management process in a dynamic and competitive global

environment.
• Understand concept of competitiveness and its various approaches which would clarify the
intricacies of the business within the country and cross borders.
• Build the analytical skills among the students through case study analyses.
• Understand the dynamics of competition and different levels of competitiveness.
• Understand the contribution of Government policies, quality management, and human
capital of a country in building its competitiveness.
• Understand various strategic options available and various strategies to improve
competitiveness.
INTERNAL ASSESSMENT AND ASSIGNMENT: 25 marks

1. Written Test 10 marks
2. Presentation / Assignment 05 marks
3. Class Assessment 05 marks
4. Attendance 05 marks
COURSE CONTENTS:
UNIT I
➢ Global Competitiveness
• An Overview – Macroeconomic and Business Strategy Perspective,
• Framework for Assessing Competitiveness – Various Approaches; International and
National Competitiveness Studies. (10 Hours)
UNIT II
➢ Developing Competitiveness
• Government Policy and Competitiveness
• Role of Quality and Productivity in Achieving World Class Competitiveness
• Attaining Competitiveness through Integrative Process Management
• Science Technology and Innovation Policy
• Human Capital and Competitiveness
• Role of Information Systems in Building Competitiveness,
• Industrial Clusters and Business Development,
• Strategic Management of Technology and Innovation. (10 Hours)
UNIT III
➢ Global Competitiveness of Indian Industry

• Status; Cause of Un competitiveness
• Strategic Options for Building Competitiveness,
• Internationalization of Indian Business: Selected Case Studies of Globally
Competitive Indian Companies. (10 Hours)
UNIT IV
➢ Strategic Alliances
• Value creation in alliances strategy
• Management of Strategic Alliances
• Strategic Alliances in Indian Context. (07 Hours)
Following will be the study material for topics of Global Competitiveness and Strategic Alliances
for Management, and students are advised to go through the material for thorough understanding
of the subject.
➢ TEXT BOOKS
1. Author’s Name(s) : Kiran Kumar Momaya

Title: International Competitiveness
Edition: I Year: 2001
Publisher: Hindustan Publishing Corporation (India) (ibid 1)
2. Author’s Name(s) Michael E. Porter, Simon & Schuster

Title: Competitive advantage of Nations Creating & Sustaining Superior
Performance
Edition: XI Year: 2011
Publisher: The Free Press (ibid 2)
3. Author’s Name AzharKazmi

Title: Strategic Management and Business Policy
Edition: III Year: 2014
Publisher: Tata McGraw-Hill (ibid 3)
4. Author’s Name John Pearce

Title: Strategic Management
Edition: 12th Year: 2013
Publisher: Tata McGraw-Hill (ibid 4)
5. Author’s Name Hitt Michael A., Ireland R.D. & Robert Hoskisson,
Title: Strategic Management: Competitiveness and Globalization-
Concepts & Cases
Edition: 12th Year: 2017
Publisher: Addison Wesley (ibid 5)
➢ JOURNALS:
1. Global Business Review

2. The IUP Journal of International Relations
3. Singapore Management Review, Asia Pacific Journal of Management Theory &
Practice
4. Asian Journal of Management Technology & Changes
FIIB Business Review
5. World Economic Forum-The Global Competitiveness Report 2017-18
6. Articles available on ECB: Competitive Research Network
7. Harvard Business Review South Asia
8. RBI Bulletin ( of all months)
➢ WEBLINKS
1. https://www.weforum.org/
2. http://www.gaportal.org/
3. www.livemint.com/
4. https://economictimes.indiatimes.com/
5. https://www.worldbank.org/
6. https://www.india.gov.in/goisearch
LECTURES 1-4
INTRODUCTION OF GLOBAL COMPETITIVENESS
OBJECTIVE:
The objective of these lectures is to make the students aware of the concept of competitiveness
and its various approaches. These approaches would be helpful in understanding the intricacies of
the business within the country and cross borders.
CONTENTS:
➢ Define competitiveness
➢ Levels of Competitiveness
• Country competitiveness
• Industry competitiveness
• Company competitiveness
➢ Drivers and Sources of Competitiveness
• Conceptual framework and analogies
• Organizing Systems
➢ Structured framework and models
• Porter’s Diamond
• Core Competency
• Trade focused approaches
• 10-P framework for global competitiveness
• Asset-Process-Performance Approach
➢ Road map for enhancing competitiveness
➢ Competitiveness enhancement and sustenance process
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 1, Page 118-136
ARTICLES:
1. TabesumBegam&Pradip Kr. Sen Gupta, “Globalization& the State: Towards Theory Building
at a Macro Level”, The IUP Journal of International Relations, Vol. VII, No. 4, Oct. 2013,
pp. 68-78.
2. World Economic Forum-The Global Competitiveness Report 2015-16.
3. Francesca Gino and Bradley Stats, “Why Organizations Don’t learn”, Harvard Business
Review South Asia, November 2015, pp.92-98.
4. https://www.imd.org/publications/articles/the-imd-world-digital-competitiveness-ranking/
(2017)
5. https://www.imd.org/wcc/world-competitiveness-center-publications/2017-com-november/
(2017)
6. https://www.weforum.org/agenda/2018/11/new-india-how-to-future-proof-india-economy-
reforms/ (2018)
7. http://www.asianage.com/opinion/oped/051218/why-competitive-federalism-could-help-to-
boost-indias-eco-rankings.html (2018)
8. https://qz.com/india/1426776/india-ranks-58-in-wefs-global-competitiveness-index/ (2018)
UNIT-I
MULTIPLE CHOICE TYPE QUESTIONS: Q1-7, 31- 33, 41- 45, 51, 52, 53, 54, 65,78, 79, 80
SHORT ANSWER TYPE QUESTIONS: Q 1, 2, 3, 4, 5, 6, 9, 10, 15, 16, 17, 18, 19, 26, 31, 36,
40
LONG ANSWER TYPE QUESTIONS: Q3, 4, 5, 6, 7, 12, 27, 31, 33, 36, 40, 41
LECTURES 5-6
CASE STUDY ANALYSIS
OBJECTIVE:
The objective of these lectures is to build the analytical skills among the students through case
study analyses. In these lectures case studies at different levels of competitiveness will be
analyzed.
CONTENTS:
➢ Case Study Analysis

• Country competitiveness
• Industry competitiveness
• Company competitiveness
SUGGESTED READINGS:
ARTICLE:
1. Whitepaper on Competitiveness of India
LECTURES 7-10
OBJECTIVE:
The objective of these lectures is to build the analytical skills among the students through case
study analyses. In these lectures case studies of different frameworks and models will be discussed.
CONTENTS:
➢ Case study analysis on the following structured framework and models

• Porter’s Diamond
• Core Competency
• Trade focused approaches
• 10-P framework for global competitiveness
• Asset-Process-Performance Approach
ASSIGNMENTS FROM QUESTION BANK
UNIT-I
MULTIPLE CHOICE TYPE QUESTIONS: Q 12, 13 ,14, 34- 38, 46, 47, 55, 56, 57, 68, 71,72
SHORT ANSWER TYPE QUESTIONS: Q 9, 10, 11, 12, 17,21, 22, 29, 30, 37
LONG ANSWER TYPE QUESTIONS: Q 11, 13, 14, 25, 28, 37, 38, 39
LECTURES 11
THE MACRO-DYNAMICS OF GLOBAL COMPETITION
OBJECTIVE:
In these lectures students will be able to understand the dynamics of competition. To face the tough
competition companies has to concentrate at cost factor of the product. Hence, to understand the
competition dynamics theory of comparative cost will be discussed here.
CONTENTS:
➢ The Theory of comparative cost advantage

• Product and commodities
• Price elasticity of demand
• Low-profits and high wastages
➢ Case study analysis
➢ Inadequacy of comparative advantage theory
➢ From comparative advantages to competitive advantages
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 1, page 18-26
ARTICLES:
1 Terence Tse& Mark Esposito, (2012) “Global Dilemmas- Does Competitiveness Build Future
or Just GDP” , Singapore Management Review, Asia Pacific Journal of Management Theory
& Practice, Vol. 34, No. 2, pp 1-7
2 World Economic Forum-The Global Competitiveness Report 2014-15
3 India’s Foreign Trade Policy-2015
4 World Economic Forum-The Global Competitiveness Report 2017-2018
http://reports.weforum.org/global-competitiveness-index-2017-2018/
5 https://www.weforum.org/agenda/2017/09/what-is-economic-competitiveness (2017)
6 http://www.newindianexpress.com/business/2018/oct/19/india-ranks-58th-out-of-140-
economies-on-global-competitiveness-index-2018-wef-1887290.html (2018)
7 https://tribune.com.pk/story/1850073/2-global-competitiveness-index-pakistan-faces-
supply-side-constraints/ (2018)
UNIT-I
MULTIPLE CHOICE TYPE QUESTIONS: Q8, 9, 33, 37, 58, 59, 60, 68
SHORT ANSWER TYPE QUESTIONS: Q 7, 8, 12, 17, 20, 25
LONG ANSWER TYPE QUESTIONS: Q 7, 8, 9, 10, 11, 13, 14, 26, 29, 30, 32
LECTURE 12
DEVELOPING COMPETITIVENESS –GOVERNMENT POLICY AND

COMPETITIVENESS
OBJECTIVE:
Government policies of a country plays very important role in building its competitiveness. In this
lecture, how competitiveness can be developed by the better government policy will be discussed.
CONTENTS:
➢ Liberalized Trade Regime

➢ Expansion of Industrial Base
➢ Modernization at Reduced Capital Cost
➢ Expansion of Production
➢ Production at Reduced Cost
➢ Other policy incentives
➢ Globalization of the Indian Industry-Some Bottlenecks
• Development of Infrastructure and imposition of special duty
• Brand Equity Fund
• Indifferent state level policies
• Removal of restrictions on imports and exports
UNIT-II
MULTIPLE CHOICE TYPE QUESTIONS: Q9, 10, 16, 39 – 40, 50-55, 71-74
SHORT ANSWER TYPE QUESTIONS: Q 11, 12, 13, 21, 22, 27, 28, 33,34
LONG ANSWER TYPE QUESTIONS: Q 4, 21, 43, 44
WEBLINKS FOR REPORTS:
1 https://www.ibef.org/industry/agriculture-india.aspx (2018)
2 https://www.ibef.org/industry/autocomponents-india.aspx (2018)
3 https://www.ibef.org/industry/india-automobiles.aspx (2018)
4 https://www.ibef.org/industry/indian-aviation.aspx (2018)
5 https://www.ibef.org/industry/banking-india.aspx (2018)
LECTURE 13
ROLE OF QUALITY AND PRODUCTIVITY IN ACHIEVING WORLD CLASS

COMPETITIVENES
OBJECTIVE:
Quality management is really very important to achieve world class competitiveness. The objective
of this lecture is to understand how a organization can achieve world class competitiveness.
CONTENTS:
➢ How is world class quality and reliability achieved?

➢ How is low Q&R achieved?
➢ The alternative way
➢ The difference
➢ The Influence of scientific management or Q&R
➢ Total Quality Management
➢ Conclusion
UNIT-II
MULTIPLE CHOICE TYPE QUESTIONS: Q7-11, 31- 34, 48, 49, 50, 56, 58, 62, 68-70
SHORT ANSWER TYPE QUESTIONS: Q 8, 9, 10, 11, 20, 29, 30, 33, 34
LONG ANSWER TYPE QUESTIONS: Q 9, 10, 11, 12, 19, 32, 38
SUGGESTED READING:
ARTICLE:
1. Competitiveness Under New Perspective, WWW for Europe: Welfare Wealth Work
2. https://www.imd.org/wcc/world-competitiveness-center-publications/2017-com-June/
(2017)
3. https://www.imd.org/wcc/world-competitiveness-center-publications/2017-com-august/
(2017)
4. https://menafn.com/1097777615/India-Quality-Management-Software-QMS-Market-2018-
Global-Size-Segments-Industry-Growth-and-Upcoming-Trends-by-Forecast-to-2023 (2018)
LECTURES 14-15
ATTAINING COMPETITIVENESS THROUGH TECHNOLOGY AND INNOVATION

POLICY
OBJECTIVE:
In the era of tough competition without innovative ideas it is very difficult to stay in the market.
Through innovative ideas companies can achieve the goal of global competitiveness.
CONTENTS:
➢ The strategic power of innovation

➢ The Two “Power” Roles of Innovation
➢ Shareholder, Employee, Customer Satisfaction
➢ The benefits of innovation effectiveness
➢ An Innovation Blueprint
• Elements of the Blueprint
• Benefits of the Blueprint
➢ Developing an Innovation Strategy
➢ Strategic Roles
• Requisite Role Function
• Expansive Roles Function
➢ Evaluation and Screening Questions
• Strategic Screens
• Consumer Screens
• Financial Screens
SUGGESTED READINGS:
TEXT BOOKS:
1 ibid 2, Page 36-46

ARTICLES:
1 Meeta Dasgupta, R.K. Gupta, and A. Sahay, (2011) “Linking Technological Innovation,
Technology Strategy and Organizational Factors: A Review, Global Business Review vol. 12,
pp 257-277.
2 Sturim Robert, “Achieving Competitive Advantage through Supply Chain Integration”,
www.vitria.com
3 http://indiatoday.intoday.in/education/story/indias-2nd-technology-and-innovation-support-
centre/1/1086540.html (2017)
4 http://www.financialexpress.com/opinion/how-india-can-become-agrarian-power-
technology-to-the-rescue/925391/ (2017)
5 http://www.business-standard.com/article/economy-policy/india-to-have-100-000-start-ups-
valued-at-500-bn-in-7-8-yrs-mohandas-pai-117120300313_1.html (2017)
6 https://knnindia.co.in/news/newsdetails/msme/giz-tata-technologies-ink-pact-to-develop-
supportive-innovation-ecosystem-for-smes (2018)
7 https://www.business-standard.com/article/current-affairs/india-on-track-to-achieve-
commitments-made-in-paris-deal-ex-un-official-118120501231_1.html (2018)
8 https://www.forbes.com/sites/quora/2018/12/04/what-technology-is-poised-to-have-the-
greatest-impact-on-india/#6638c96260aa (2018)
9 https://eandt.theiet.org/content/articles/2018/12/view-from-india-technology-fulcrum-of-goi-
s-vision/ (2018)
UNIT-II
MULTIPLE CHOICE TYPE QUESTIONS: Q15, 16, 17, 38, 40, 41, 42, 43, 59, 60, 66, 68
SHORT ANSWER TYPE QUESTIONS: Q 1, 2, 3, 4, 5, 6, 13, 14,15,16, 18, 19, 20, 23, 24, 30,
LONG ANSWER TYPE QUESTIONS: Q 1, 2, 3, 5, 6, 7, 16, 30, 32, 33
LECTURE 16
HUMAN CAPITAL AND COMPETITIVENESS
OBJECTIVE:
In this lecture relationship between human capital and competitiveness will be discussed. Nothing
can be achieved without good human resources.
CONTENTS:
➢ Competitiveness: just a fashionable concept?

➢ How is national economic competitiveness measured?
➢ WEF and IMD main categories of indicators
➢ Human capital matter? Analysis of the importance of education in competitiveness Does
indices
➢ Human capital indicators in the WEF Global Competitiveness Index 2008
➢ Weight of human capital indicators in WEF Global Competitiveness Index 2008
➢ Hiding the role of human capital?
➢ What effect does a change in human capital have on competitiveness?
➢ Simulations
➢ Concluding remarks and a proposal on how to include the intangible elements of education
and training
SUGGESTED READING:
TEXT BOOK:
ARTICLES:
1. https://blogs.timesofindia.indiatimes.com/toi-edit-page/nurture-indias-human-capital-for-
rapid-economic-growth-paying-attention-to-health-and-nutrition-is-essential/ (Bill Gates for
TOI, 2017)
2. http://www.forbesindia.com/article/isbinsight/build--capital-or-buhumany-it/48693/1 (2017)
3. https://economictimes.indiatimes.com/news/politics-and-nation/india-scores-victory-in-
climate-talks-china-announces-plan-to-join-international-solar-
alliance/articleshow/61712055.cms (2017)
4. https://economictimes.indiatimes.com/industry/services/education/is-indias-higher-
education-system-future-ready-heres-a-view/articleshow/66602474.cms (2018)
5. http://www.navhindtimes.in/workforce-un-competitiveness-on-indias-economic-horizon/
(2018)
UNIT-II
MULTIPLE CHOICE TYPE QUESTIONS: Q20, 21, 22, 35, 37, 51, 53, 54, 57, 67
SHORT ANSWER TYPE QUESTION: Q 16, 30, 35.
LONG ANSWER TYPE QUESTIONS: Q16, 19, 20, 21, 22, 23
LECTURE 17
ROLE OF INFORMATION SYSTEMS IN BUILDING COMPETITIVENESS
OBJECTIVE:
To business across the borders information system should be strong otherwise one can’t go for the
international business. In this lecture students will be acquaint with the importance of information
system for building competitiveness.
CONTENTS:
➢ Introduction
➢ ASEAN S&T Cooperation: Goal and Strategy
➢ Areas of Cooperation: Strategic and Enabling Technologies
➢ Promoting Alternative Energy Technologies for SMEs
➢ Increasing Competitiveness in the Food Industry and Addressing Nutrition Needs
➢ Developing a Science-Based Coastal Zone Management System
➢ Building Public Awareness and Recognizing Outstanding Work in S&T
➢ The ASEAN Science Fund: Seed Funding for Projects
➢ Conclusion
UNIT-II
SHORT ANSWER TYPE QUESTION: Q 3, 16, 18, 21, 22, 25, 26, 27, 55
LONG ANSWER TYPE QUESTIONS: Q19, 20,21, 39, 40, 42
SUGGESTED READING:
ARTICLES:
1 Sahoo Tapan D.K. Banwet, and K. Momaya (2011),“Developing a Conceptual Framework for
Strategic Technology Management Using ISM and MICMAC Methodology: A Case of
Automotive Industry in India”, Global Business Review, vol. XII, pp.117-143
2 https://www.imd.org/wcc/world-competitiveness-center-publications/2017-com-september/
3 http://www.financialexpress.com/market/it-sector-in-india-still-under-pressure-infosys-hcl-
tech-top-picks-clsa/944359/
4 https://www.ibef.org/industry/information-technology-india.aspx
5 https://economictimes.indiatimes.com/tech/ites/2018-will-be-a-better-year-for-indian-it-say-
senior-industry-figures/articleshow/61184003.cms
6 http://www.indiaeducation.net/computers-it/the-future-scope-of-the-it-industry-in-india.html
(2018)
7 https://www.ibef.org/industry/information-technology-india.aspx (2018)
8 https://www.business-standard.com/article/current-affairs/imd-global-talent-ranking-india-
slips-two-places-to-53rd-position-118112000365_1.html (2018)
LECTURE 18
INDUSTRIAL CLUSTERS AND BUSINESS DEVELOPMENT
OBJECTIVE:
The objective of this lecture is to explain that how business development can be done through
industrial clusters.
CONTENTS:
➢ Background to Indian Clusters

➢ Cluster development in India
➢ Main achievements
➢ List of clusters in India
➢ Introduction
➢ Factors contributing to the growth of clusters
➢ Regional Agglomeration of Selected Modern Industries:Consumer Electronics, Electronics
Components and Computer Hardware, and Drugs and Pharmaceuticals
➢ Cluster economics
➢ Industrial estate and small firms
➢ National capital region cluster
➢ Conclusion
UNIT-II
MULTIPLE CHOICE TYPE QUESTIONS: 31,32,33, 45, 46, 48, 49, 66
SHORT ANSWER TYPE QUESTIONS: Q 7, 15, 17, 18, 19
LONG ANSWER TYPE QUESTIONS: Q13, 14, 15, 28, 30, 35, 36, 37
LECTURE 19
GLOBAL COMPETITIVENESS OF INDIAN INDUSTRY
OBJECTIVE:
Indian industry is growing at very fast pace. Indian industrial sector is going to be globally
competitive. Hence, it is required to address some issues to be globally competitive.
CONTENTS:
➢ Industrial Policy
➢ Economic Reforms of the 1990s
➢ Response to reforms
➢ Specific Issues in the Competitiveness of Indian Industry
• Tariff Reforms
• Infrastructural constraints
• Fiscal Consolidation
• Sound Investment decisions
• Restructuring of public sector
➢ Global competitiveness: Some Issues
UNIT-III
MULTIPLE CHOICE TYPE QUESTIONS: 37, 39, 43, 44, 51, 52, 53, 54, 55, 66
SHORT ANSWER TYPE QUESTION: Q 3, 22, 23, 33, 34
LONG ANSWER TYPE QUESTIONS: Q1, 2, 13, 14, 29, 30, 43, 44, 45, 46
SUGGESTED READING:
TEXT BOOK:
ARTICLES:
1. https://economictimes.indiatimes.com/news/economy/policy/arun-jaitley-says-planning-
steps-to-address-growth-concerns/articleshow/60828732.cms (2017)
2. http://www.livemint.com/Politics/17yOQqaCiPVxdZN04kd0NI/Arun-Jaitley-discusses-
ways-to-revive-Indias-GDP-growth.html (2017)
3. https://www.bloombergquint.com/global-economics/india-rises-five-spots-to-become-58th-
most-competitive-economy#gs._h1SM2A (2018)
LECTURE 20
STRATEGIC OPTIONS FOR BUILDING COMPETITIVENESS
OBJECTIVE:
To build competitiveness there are various strategic options available which should be used. In
this lecture students would learn various strategies to improve competitiveness.
CONTENTS:
➢ Strategies for improving competitiveness of the machine tools sector in India

➢ Regaining competitiveness: Strategic options for the machine tools industry
➢ Strategic options for competitiveness
• Overall cost leadership
• The differentiation strategy
• The focus strategy
• The frontier following strategy
• Time based strategy
• The support strategy
• Meeting felt needs
➢ Mergers and Acquisitions
➢ Joint Ventures
➢ Successful strategies adopted by some foreign machine tool firms
➢ Conclusion
UNIT-III
MULTIPLE CHOICE TYPE QUESTIONS: 1-20, 33, 34, 35, 36, 41-43, 56, 57, 58, 59, 60, 65,
72-75
LONG ANSWER TYPE QUESTIONS: Q3, 4, 5, 20, 21, 24, 25, 31, 32
SUGGESTED READING:
TEXT BOOK:
1 ibid 1, Page 118-136
LECTURE 21
INTERNATIONALIZATION OF INDIAN BUSINESS: SELECTED CASE STUDIES OF

GLOBALLY COMPETITIVE INDIAN COMPANIES
OBJECTIVE:
Process of internationalization of Indian industry will be discussed in this lecture.
CONTENTS:
➢ Introduction
➢ Why go global?
➢ Key factors for making a global champion.
• Global Ambition
• Developing a winning formula that generates sustainable advantage
• Global leadership capacity
• Acquisitions and integration
➢ Companies in India Vs. Indian Companies
➢ Lurking threat
➢ Conclusion

UNIT-III
MULTIPLE CHOICE TYPE QUESTIONS: 31,32, 33, 44, 45, 46, 66
LONG ANSWER TYPE QUESTIONS: Q8, 9, 10, 11, 15, 17, 18, 19, 28, 29, 30, 34, 35
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 1, page 49-63
ARTICLES:
1. Sancharan Roy, “Competitiveness in Service Sector: A Case of Hotel Industry in India”,

Global Business Review February 2011 -12, pp. 51-69.
2. Parul Gupta, PreshniShrivastava, “Corporate Competitiveness of Indian Pharmaceutical
Companies in The Light of New Patent Regime”, Asian Journal of Management
Technology & Changes, Vol. 3, Issue 1, 2012, pp. 39-61.
3. NarasimaluSrikanth, Chihiro Watanabe, “ Fusing East and West Leads a Way to Global
Competitiveness in Emerging Economy: Lessons from China’s Leap in wind energy
Development”, Journal of Technology Management for Growing economies, Vol. 5, No. 2
Oct. 2014, pp. 7-32.
4 http://www.thehindubusinessline.com/opinion/creating-globally-competitive-smes-in-
india/article9606529.ece (2017)
5 https://www.business-standard.com/article/international/india-rises-a-notch-to-44th-on-
competitiveness-index-us-tops-list-118052301554_1.html (2018)
LECTURE 22

➢ Asian Paints Indian Ltd: The Global Strategies
LECTURE 23

➢ Indian Oil Companies’ Race for Self Reliance: Risks and Rewards
LECTURE 24

➢ The Tata Group – Going Global
LECTURE 25

➢ Global Automobile Industry
LECTURE 26

➢ Case on Global Steel Industry
INDUSTRY BASED WEBLINKS:
1 https://www.ibef.org/industry/insurance-sector-india.aspx
2 https://www.ibef.org/industry/media-entertainment-india.aspx
3 https://www.ibef.org/industry/education-sector-india.aspx
4 https://www.ibef.org/industry/ecommerce.aspx
5 https://www.ibef.org/research/case-study/netmed-com-just-a-click-away
UNIT-IV
LECTURE 27
STRATEGIC ALLIANCES
OBJECTIVE:
Strategic alliances have become a very important tool in the hands of management to face
competition. Therefore it becomes necessary to understand the meaning, types and stages of
strategic alliances.
CONTENTS:
➢ Introduction
➢ Types of Strategic Alliances
• Joint Venture
• Equity Strategic Alliance
• Non Equity Strategic Alliance
• Global Strategic Alliance
➢ Advantages of Strategic Alliances
➢ How to Set up a Strategic Alliance
➢ Stages of Strategic Alliances
• Strategy Development
• Partners assessment
• Contract Negotiation
• Alliance Operation
• Alliance Termination
UNIT-IV
MULTIPLE CHOICE TYPE QUESTIONS: Q1,2,4,6, 32- 36, 38, 39, 47, 48, 49, 50, 51, 52,
53, 54, 67, 71, 72, 73, 74.
SHORT ANSWER TYPE QUESTIONS: Q 1, 2, 3, 4, 12,13,17, 20, 23, 24, 27, 28
LONG ANSWER TYPE QUESTIONS: Q1, 4, 5, 6, 7, 8, 24, 25, 29, 30, 34, 35, 36
SUGGESTED READINGS:
TEXT BOOKS:
1 ibid 3, Page 144-168

2 ibid 5, Page 31- 57
ARTICLES:
1 Bhaskar Uday, Bhal Kanika T., and Mishra Bijaya, (2012)“Strategic HR Integration and
Proactive Communication during M&A: A Study of Indian Bank Mergers”, Global Business
Review, Vol. XIII, pp 407-419
2 http://www.india.com/news/agencies/shopmatic-godaddy-announce-strategic-alliance-
2692681/
3 http://www.dqindia.com/metro-cash-carry-announces-strategic-alliance-uber/
4 http://www.indiaretailing.com/2017/11/21/food/food-grocery/alibaba-group-auchan-retail-
ruentex-form-new-retail-strategic-alliance/
5 https://corporatefinanceinstitute.com/resources/knowledge/strategy/strategic-alliances/
6 https://iveybusinessjournal.com/publication/the-five-factors-of-a-strategic-alliance/
LECTURE 28
VALUE CREATION IN ALLIANCES STRATEGY
OBJECTIVE:
How to create value in strategic alliances will be discussed in this lecture.
CONTENTS:
➢ Introduction to value creation

➢ Discovering Value in Alliances
➢ The Logic of Alliance Value Creation
➢ Value Creation through Co-option
➢ Value Creation through Co-specialization
➢ Value Creation Through learning and internationalization
UNIT-IV
MULTIPLE CHOICE TYPE QUESTIONS: Q11,12,13, 37- 40, 55, 56, 57, 66, 67, 74, 75, 76,
77
SHORT ANSWER TYPE QUESTIONS: Q 13, 14, 15, 20, 24, 25, 33
LONG ANSWER TYPE QUESTIONS: Q18, 19, 20, 21,23, 26, 30, 34, 35, 37, 38
SUGGESTED READINGS:
TEXT BOOK:
1 ibid 3, Page 274-306

ARTICLES:
1. Bhat, Akshay S.,(2012)“Firms’ Motivations for Strategic Alliances”, FIIB Business Review,
Vol.1, Special Issue, pp.61-82
2. Mullainathan Sendhil and Eldar Shafir, (2015)“ Leading Ideas”, Grit’s True Value, in Praise
of Excess Capacity, Lean, Mean and European Strategy + Business, spring, pp.6-20
3. https://pakobserver.net/new-indo-pacific-alliance-takes-shape/ (2017)
4. https://www.analyticsinsight.net/iit-delhi-and-ibm-announce-strategic-alliance-to-drive-ai-
research-in-india/ (2018)
5. https://www.news18.com/news/auto/mahindra-commences-sale-of-ford-cars-in-india-report-
1961011.html (2018)
LECTURES 29-31
CONCEIVING THE ALLIANCES FOR VALUE CREATION
OBJECTIVE:
To study the methods for creating value in strategic alliances,
CONTENTS:
➢ Conceived and managed according to its value creation logic

➢ Six key aspect of its management agenda
• Assessment of each partner’s contribution to the alliance
• Agreement on the scope of the alliances
• Agreement on tasks critical to the success of the alliance
• Measurement of success
• Progress and duration of alliance
• Points of tension
➢ Assessing Contributors
➢ Co-option Contributions
➢ Co-specialization Contributions
➢ Learning and Internationalization contributions
➢ Valuation Conundrum
➢ Handling Valuation Conundrum
• Clearly define alliance scope and trade terms between partners
• Create a separate economic entity
• Seek external benchmarks
• Plan for recurring bargain
➢ Agreeing on the scope of the alliance
• Strategic Scope
• Economic Scope
• Operational Scope
➢ What Scope Means for Managers
➢ Understanding Joint Task Demands
➢ Defining and Measuring Progress
• Co-option alliances
• Co-specialization alliances
• Learning alliances
➢ Different Goals, Different Measures
➢ The Danger of Measuring the Wrong Things
➢ The Balanced Scorecard
UNIT-IV
MULTIPLE CHOICE TYPE QUESTIONS: Q8, 9, 17, 35- 37, 58, 59, 60, 78, 79, 80
SHORT ANSWER TYPE QUESTIONS: Q 14, 15, 16, 17, 21, 29, 32
LONG ANSWER TYPE QUESTIONS: Q 4, 10, 11, 13, 14, 22, 26, 27, 29, 39, 40
SUGGESTED READING:
WEBLINBKS:
1. https://www.crn.in/news/microsoft-and-nielsen-announce-strategic-alliance/ (2018)
2. http://europa.eu/rapid/press-release_IP-18-6481_en.htm https://www.crn.in/news/microsoft-
and-nielsen-announce-strategic-alliance/ (2018)
LECTURES 32-34
MANAGEMENT OF STRATEGIC ALLIANCES
OBJECTIVE:
After choosing the best strategic alliances we need to manage it. In these lectures students will
learn how to manage the strategic alliances to achieve the goal of global competitiveness.
CONTENTS:
➢ How to get along: Three Guideline Principles

➢ The greatest management challenges: 12 tough tasks
➢ Find me a leader: Who is Mr. Right?
➢ Build a solid management team
➢ Five ingredients for management success
➢ Autonomy yields savvy marketing strategy for Fuji Xerox
➢ Managing marketing: The perils, the profits
➢ Six steps to a better marriage
➢ Managing the functional alliance
➢ Companies cite their main management problems
UNIT-IV
SHORT ANSWER TYPEQUESTIONS: Q 8, 9, 10, 30, 31
LONG ANSWER TYPEQUESTIONS: Q 2, 3, 11, 12, 23, 27, 31, 41

WEBLINKS:
1 https://www.informationweek.com/eight-principles-for-managing-strategic-alliances/d/d-
id/1010930
2 https://www.insead.edu/executive-education/strategy/managing-partnerships-strategic-
alliances
3 https://www.waterstreetpartners.net/blog/managing-strategic-partner-relationships-five-
steps-to-success
4 Managing Strategic Alliances: What Do We Know Now, and Where Do We Go From Here?
by Prashant Kale and Harbir Singh
https://carpenterstrategytoolbox.files.wordpress.com/2013/10/alliancesdyerkalesinghamp09.
pdf
LECTURES 35-37
CASES ON STRATEGIC ALLIANCES IN INDIAN CONTEXT
OBJECTIVE:
Discussion of case studies for developing the analytical skill among the students.
CONTENTS:
➢ Wipro and IBM forge strategic alliance to address India and Asia Pacific IT markets
➢ Strategic Value-Chain Analysis of Indian Pharmaceutical Alliances
SUGGESTED READINGS:
ARTICLES:
1. RajanRaghuram G., (2015)“Going Bust for Growth”, RBI Bulletin June 2015, Pp.7-18
2. https://sputniknews.com/radio_level_talk/201711231059358008-the-age-of-economic-
alliances-between-russia-china-and-india/ (2017)
3. https://www.news18.com/news/auto/mahindra-commences-sale-of-ford-cars-in-india-report-
1961011.html
4. https://www.india.com/business/zee5-announces-strategic-alliance-with-zeasn-to-strengthen-
its-presence-in-apac-mena-and-africa-3467672/

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LECTURE PLAN

After completion of this course students will be able to:

INTERNAL ASSESSMENT AND ASSIGNMENTS 25 marks

1. Class Test-I – (Written Test) 15 marks

- Legal Aspects of Mergers/ Amalgamation and Acquisition / Labour,

- Defence Against Hostile Takeover,

1. Author’s Name(s): J.Fred Weston, Kwang S. Chung, Susan E. Hoag

1. Author’s Name(s): Patrick A. Gaughan

2. Author’s Name(s): Prasad G.Godbole

1. Author’s Name(s): Patrick A. Gaughan

1. ICFAI Journal of Financial Risk Management

ASSIGNMENTS FROM QUESTION BANK:

1 Unit III, Section II, Q 6-10, 19, 23

1 ibid 1, Page No. 246, Q 1-6, Page No. 358, Q 1-6

1 ibid 1, Page No.3-8, 223-245, 330-357

1 ibid 2, Page No. 389-428

1. Bonuses Worth the Investment?”October 2018,

➢ Forms of Corporate restructuring

ASSIGNMENTS FROM QUESTION BANK:

1 Unit III, Section II, Q 12, 17, 19

1 ibid 1, Page No. 390, Q 1-6

1 ibid 1, Page No. 360-388

1 ibid 2, Page No. 389-430

CORPORATE RESTRUCTURING - III

➢ Underlying issues in Restructuring

ASSIGNMENT FROM QUESTION BANK:

1 Unit I, Section III, Q 1, 9

1 ibid 1, Page No. 23, Q 1-3, 6, 7

1 ibid 1, Page No. 8-22

1 ibid 2, Page No. 35-71

1. Hari Krishan, “A review of Mergers & Acquisitions in India”,

ASSIGNMENTS FROM QUESTION BANK:

1 Unit II, Section II, Q 1,2,6,7

1 ibid 1, Page No. 104, Q1- 5

1 ibid 1, Page No. 82- 99

MERGER AND ACQUISITION – PROCESS

➢ Strategic issues and aspects in M&A

ASSIGNMENTS FROM QUESTION BANK:

1 Unit III, Section III, Q 18

1 ibid 1, Page No. 79, Q1- 7

1 ibid 1, Page No. 56-68

MERGERS AND ACQUISITIONS – GROWTH STRATEGY, PARTICIPANTS AND

ASSIGNMENTS FROM QUESTION BANK:

1 Unit III, Section II, Q 18

1 ibid 1, Page No. 79, Q1-6

1 ibid 1, Page No. 56-74

1 ibid 2, Page No. 125-168

1. F. M. Scherer, “Financial Mergers and Their Consequences”,

MOTIVES FOR MERGER

ASSIGNMENT FROM QUESTION BANK:

1 Unit II, Section II, Q9- 10

1 ibid 1, Page No. 219, Q 1,2,4

1 ibid 1, Page No. 190-204

1 ibid 2, Page No. 125-178

1. Muninarayanappa, Prof. AugustinAmaladas, “Mergers and Acquisitions: A review of episode,

LEGAL ASPECT: PROVISIONS OF COMPANIES ACT, 1956

➢ Mergers and Demergers

ASSIGNMENT FROM QUESTION BANK:

1 Unit I, Section II, Q 18,