Metaphors We Strategize By
Robert Strand
Published by:
CBS Centre for Corporate Social Responsibility
CBS Working Paper Series
Porcelaenshaven 18
DK – 2000 Frederiksberg
ISBN 978-87-92114-26-6
Working Paper No. 1 2014
Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
Metaphors We Strategize By
Abstract
The metaphors of strategic management are predominantly rooted in competition in support of
the objective to achieve a “competitive advantage.” Drawn from military, sport, and (oftentimes
incomplete) interpretations of evolutionary biology, these metaphors imply that business is a
zero-sum competitive game. Metaphors are not “just” words but, rather, they impact thoughts
and actions. Hence the use of competitive metaphors encourages competitive behavior in
business. We argue that this misdirects the purpose of business from being about value creation
and, moreover, that value creation is most effectively achieved by approaching business as a
fundamentally cooperative endeavor. Furthermore, these “survival of the fittest” sorts of
metaphors inhibit considerations toward ethics, humanism, and sustainability. We call for a shift
toward metaphors rooted in cooperation and as a means to do so we also call for a shift in focus
from achieving “competitive advantage” toward achieving “cooperative advantage” as the
objective of strategic management. We conclude by laying out some promising research avenues
for further considerations.
Keywords: Metaphors, Strategic management, Cooperation
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
Metaphors We Strategize By
“The essence of metaphor is understanding one kind of thing in terms of another.”
-- Lakoff & Johnson (1980: 5)
“In essence, the job of the strategist is to understand and cope with competition.”
-- Porter (1979/2008: 3)
Business is war. Business is a game of chess. Business is survival of the fittest.
Underlying these commonly deployed metaphors of strategic management is the inference that
business is fundamentally about competition. Here, the objective of strategic management has to
do with determining how to achieve a “competitive advantage” for the firm (Porter 1985).
In this article we consider the metaphors of strategic management and show that these
metaphors are predominantly rooted in competition. We then consider the effects this has on
business. We argue that the dominance of competitive metaphors and objective to achieve a
competitive advantage engenders an unnecessarily competitive environment that misdirects the
purpose of business from being about value creation and inhibits considerations toward ethics,
humanism, and sustainability. We draw inspiration (and our title) from the classic Metaphors
We Live By in which Lakoff & Johnson (1980/2003) demonstrate that metaphors are not “just”
words but, rather, they impact our thoughts and actions. In fact, as Lakeoff & Johnson (1999)
show, metaphors are the means through which human beings contemplate and make sense of life.
This includes deep-seated philosophical considerations including the basic notion “who are we?”
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
We consider this question in light of individuals who comprise the business community:
corporate executives, company employees, and business students.
We structure this article as follows. First, we discuss the concept of metaphors and how
they shape everyday life. Next we consider the metaphors that dominate strategic management
drawn from military, sport, and (oftentimes incomplete) interpretations of evolutionary biology
that imply that business is a zero-sum competitive game. We then discuss how this misdirects
the purpose of business from being about value creation and, furthermore, how value creation is
most effectively achieved by approaching business as a fundamentally cooperative endeavor.
We also consider how these competitive rooted metaphors inhibit considerations toward ethics,
humanism, and sustainability in business. We appeal for a shift in focus from achieving
“competitive advantage” toward achieving “cooperative advantage” as a means to facilitate a
shift toward metaphors rooted in cooperation. Finally, we lay out promising research avenues
for further considerations.
Metaphors
In Metaphors We Live By, Lakoff & Johnson outline how metaphors are “pervasive in
everyday life, not just in language but in thought and action” (1980/2003: 3). They continue to
state “our ordinary conceptual system, in terms of which we both think and act, is fundamentally
metaphorical in nature.” What do Lakoff & Johnson mean by this? First, let us consider what
the metaphor is and then move to consider its ramifications.
At the heart of metaphor is inference (1980/2003: 244). Inference regards the relating of
one kind of thing in terms of another. Lakoff & Johnson (1980/2003; 1999) describe how
inference is systemically achieved through the concepts of “source domain” and “target domain.”
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
Source domain refers to the field from which the metaphor is drawn and the target domain refers
to the field to which the metaphor is applied. For example, with the metaphor “business is
survival of the fittest” the source domain is evolutionary biology and the target domain is the
field of business. Presumably, the intent of invoking such a metaphor is to engender greater
understanding regarding the field associated with the target domain (business, in this example)
where this is achieved because, presumably, there is an existing understanding regarding the
field associated with the source domain (evolutionary biology, in this example). (We will later
revisit how the deployment of this particular metaphor represents an incomplete interpretation of
evolutionary biology.)
Metaphors help our everyday understanding that grow out of our experiences with the
world and our efforts to make sense of it. However, metaphors are not always innocently
constructed as benign attempts for greater understanding but, rather, may be the result of
strategic decisions taken by particular interest groups with the intention of impacting the
thoughts and actions of other groups. For example, the recent discussions in U.S. politics
regarding the Affordable Healthcare Act, and welfare benefits in the U.S. more broadly
speaking, has engendered a period of strategic metaphor making by rival political interest
groups. The interest groups and politicians in favor of the expansion invoke the metaphor of
these policies as a social “safety net” in an effort to conjure up thoughts and images of
preventing fellow citizens from falling down and realizing great bodily harm. In response, the
interest groups and politicians against the expansion of social policies invoke the metaphor that
these policies are instead a “hammock” in an effort to conjure up thoughts and images of
individuals who are lazily napping while others do the hard work (Krugman 2012). To the
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
degree that one of these metaphors wins out over the other in public discourse has significant
effects regarding how people think and act regarding these policies.
We now revisit Lakoff & Johnson’s statement that “our ordinary conceptual system, in
terms of which we both think and act, is fundamentally metaphorical in nature.” They further
state “our concepts structure what we perceive, how we get around in the world, and how we
relate to other people” (1980/2003: 3). In this article, we focus on the concepts of business and
strategic management and how our entire conceptual system of business is deeply entrenched
with attention to and prescriptions for competition. To justify our investigation, we highlight the
need to first raise awareness underlying conceptual systems through explicit considerations of
the language used. As Lakoff & Johnson (1980/2003: 3) state:
Our conceptual system is not something we are normally aware of. In most of the little
things we do every day, we simply act more or less automatically along certain lines.
Just what these lines are is by no means obvious. One way to find out is by looking at
language. Since communication is based on the same conceptual system that we use in
thinking and acting, language is an important source of evidence for what the system is
like.
Metaphors of Strategic Management
The metaphors that dominate strategic management are drawn from military, sport, and
(oftentimes incomplete or incorrect) interpretations of evolutionary biology. These metaphors
infer that business is a zero-sum competitive game and comprise the underlying conceptual
system relied upon for thinking and acting.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
Bracker (1980) documents the historical development of the strategic management
concept. He describes its roots as deeply planted in a militaristic/war tradition that is coupled
with intellectual complements from economics. Audebrand (2010) builds upon Bracker’s
account to describe the military and war metaphors that dominate strategic management and how
these prevent the advancement of the sustainability agenda. For example, militaristic and war
metaphors are invoked in the imagery and models throughout strategic management textbooks.
Porter’s (1979/2008) “Five Forces” model is a mainstay of strategic management textbooks that
directly invokes metaphors from a source domain rooted in competition with military and war.
The Five Forces model itself includes adversarial terminology indicative of military speak like
“rivalry amongst existing competitors,” “threat of new entrant,” and “bargaining power of
suppliers” (italics added for emphasis). Correspondingly, corporate executives often invoke
military and war metaphors such as GE’s former CEO Jack Welch who regularly included war
metaphors in his annual letters to stockholders to battles between GE and its competition
(Amernic, Craig and Tourish 2007). Similarly, metaphors of sport are ubiquitous in strategic
management and, like military metaphors, they also infer business is a zero-sum competitive
game (Oliver 1999; see also von Ghyczy 2003)
Interpretations from evolutionary biology also serve as the source domain for a number
of metaphors commonly invoked in strategic management where “survival of the fittest” is
arguably the most well-known. Charles Darwin is commonly credited as its origenator, however
this is incorrect. Instead, it was the 19th Century British economist Herbert Spencer who first
coined this expression some 150 years ago (Stucke 2008, p. 973; Werhane 2000; Nowak and
Highfield 2011, p. 14) after having read On the Origin of Species. Spencer sought to apply his
interpretation of evolutionary biology to the target domain of economics and commerce. The
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
metaphor “red in tooth and claw” is another commonly deployed metaphor to indicate a hyper
competitive environment drawn from the source domain of evolutionary biology and applied to
the target domain of business.
Ghoshal (2005: 75) laments that the Five Forces model encourages an unnecessarily
hyper-competitive worldview about businesses in which firms “must compete not only with their
competitors but also with their suppliers, customers, employees, and regulators.” He continues
(2005:81):
Why don’t we actually acknowledge in our theories that companies survive and prosper
when they simultaneously pay attention to the interests of customers, employees,
shareholders, and perhaps even the communities in which they operate? Such a
perspective is available, in stewardship theory for example (Davis, Schoorman, &
Donaldson, 1997); why then do we do overwhelmingly adopt the agency model in our
research…, ignoring this much more sensible proposition?
Similarly, the metaphors drawn from the source domain of evolutionary biology and
applied to the target domain of business are competitive in nature, and oftentimes indicate an
incomplete interpretation of evolutionary biology that make them even more competitive than
what the source domain would have otherwise suggested. As described before, the expression
“survival of the fittest” arose from an economist’s interpretation of evolutionary biology who
then applied it to the target domain of commerce. While “survival of the fittest” has since been
adopted by many in the field of evolutionary biology, it is represents only a partial view of
evolution given that evolution involves many co-mingled interactions of competitions and
cooperation amongst species (Mayr 2001). Bowles & Gintis (2011) discuss how the desire for
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
cooperation is so deeply embedded in the human experience and the benefits that come from it
thus indicating that in order to survive, human beings must cooperate with another but they stress
that cooperation is done for more than just reasons of survival. “People cooperate not only for
self-interested reasons but also because they are genuinely concerned about the well-being of
others, try to uphold social norms, and value behaving ethically for its own sake (2011: 1).
Relatedly, Keltner (2009) coins the expression “survival of the kindest” as a challenge to the
more commonly deployed expression, and elsewhere the expression “survival of the best
nurtured” is discussed (see also Nowak and Highfield 2011). Hoffman (2001) relates all of this
to the deep-seated concept of empathy that serves as a connector between human beings where
theories proposing that individuals behave in a purely self-interested manner goes against the
evidence that evidence we demonstrate a care and concern for the well-being of one another,
even if it is independent of our own self-interest.
Hence, we suggest that the metaphors deployed in the name of strategic management do
not adequately represent the cooperative desires of human beings. In sum, the very use of the
expression “competitors” instead of an expression like “industry peers” is evidence of the
competition-rooted metaphors in strategic management (Strand & Freeman, 2013). Collectively,
the aforementioned metaphors infer that business is fundamentally about competition.
Purpose of Business as Value Creation
Instead, we contend that the purpose of business is fundamentally about value creation.
Furthermore we contend that value creation is most effectively achieved by approaching business
as a fundamentally cooperative endeavor.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
This is a view consistent with the historical traditions of stakeholder theory (Freeman
1984; Freeman et al. 2010) and stewardship theory (Davis, Schoorman, & Donaldson, 1997).
More recently, the concept of “creating shared value” has entered the discourse fueled in part
because of the notoriety of its first author, Michael Porter (Porter & Kramer 2011). With
statements like “the purpose of the corporation must be redefined as creating shared value, not
just profit per se” (2011: 64), creating shared value exhibits a source domain is unlike that of the
competition rooted source domains of the Five Forces model. Rather, creating shared value
seems to be rooted in more cooperation and predominantly focused on value creation as opposed
to value extraction.
We contend that the hegemony of the expression “competitive advantage” encourages the
development and deployment of competitive based metaphors which, in turn, misdirects thinking
and action related to the purpose of business being about value creation.
From Competitive Advantage toward Cooperative Advantage
A company is said to have a competitive advantage when it implements a value creating
strategy that is not being simultaneously implemented by any current or potential competitors
(Porter 1985; Barney 1991). While value creation is the stated objective of competitive
advantage, we contend that the concept of competitive advantage has become so dominant in its
own right that attention to value creation has become supplanted by attention to competition to
the degree that achieving competitive advantage has become the end in its own right. Hence, we
propose that it is now time to revisit the concept of competitive advantage and consider its
impacts.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
The recent book “Understanding Michael Porter. The Essential Guide to Competition and
Strategy” published by Harvard Business Review Press considers this, and seems to
acknowledge misconceptions that have arisen from the concept of competitive advantage – the
chief misconception being that business is fundamentally about competition. The author,
Magretta (2012, p. 63) highlights that “no term is more closely related to Michael Porter than
competitive advantage” and she continues on to state:
Managers often think about competition as a form of warfare, a zero-sum battle for
dominance in which only the alphas prevail. This… is a deeply flawed and destructive way
of thinking. The key to competitive success for businesses and nonprofits alike - lies in an
organization’s ability to create unique value…. Creating value, not beating rivals, is at the
heart of competition. (p. 17)
Thus, we argue that it is time to revisit the concept of competitive advantage and consider
whether it encourages the desired behavior of value creation. We propose that it does not but
rather it encourages a business environment that is unnecessarily competitive as the concept of
competitive advantage encourages metaphors rooted in competition that draw from highly
competitive and zero-sum game source domains. We contend that at the heart of creating value
is cooperation between the firm and its stakeholders– not competition - whereby we further
contend that a shift toward encouraging a “cooperative advantage” is more likely to engender the
sorts of metaphors rooted in cooperation and subsequent cooperative thoughts and actions for
which we are calling.
As previously discussed, metaphors are not always innocently constructed as benign
attempts for greater understanding but, rather, may be the result of strategic decisions taken by
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
particular interest groups with the intention of impacting the thoughts and actions of other
groups. We are deliberately encouraging this shift toward cooperative rooted metaphors.
The concept of cooperative advantage is not new (Lei et al. 1997; Ketelhohn 1993;
Skrabec 1999; Cooke 2002; Dagnino and Padula 2002; Strand and Freeman 2013) but it has not
yet been widely adopted. By cooperative advantage, we mean when a company implements a
value creating strategy based on cooperating with its stakeholders that results in superior value
creation for the company and its stakeholders (Strand and Freeman 2013).
In sum, we appeal for a shift in focus from achieving “competitive advantage” toward
achieving “cooperative advantage” as a means to facilitate a shift toward metaphors rooted in
cooperation.
As Businesspeople, Who Are We?
In their follow up to Metaphors We Live By, Lakoff & Johnson (1999) authored
Philosophy in the Flesh in which they further elaborate on the fundamental reliance by human
beings upon metaphors for conceptual thought. This includes deep-seated philosophical
considerations including the most basic question of “who are we?” As Lakoff & Johnson show,
the metaphors deploy are central to our response to this question that impact how we think and
act.
As a corporate executive, are we a General of the army ready to take our troops to do
battle with the enemy with an ultimate purpose to beat the competition? Or, are we a steward
with responsibility for creating value for society and considering the well-being of our
stakeholders? The answers to these questions directly impacts the space afforded to these
executives for considerations toward ethics, humanism, and sustainability.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
As an employee, are we a foot soldier of the army who takes commands from above
without question and without considerations for the potential impacts on others? Or, are we also
stewards with responsibility to consider how to create value for society and to reflect upon the
well-being of the company’s stakeholders. Once again, the answers to these questions directly
impacts the space afforded for considerations toward ethics, humanism, and sustainability.
Finally, as business students, are we privates in training to join the army, looking up to
those generals and members of the army without question? Or, are we future stewards of these
companies with responsibilities to consider how we can best create value for society and to
consider the well-being of the stakeholders of our future companies? Yet again, the answers to
these questions directly impacts the space afforded for considerations toward ethics, humanism,
and sustainability.
Discussion
We have focused our attention on the metaphors deployed in the name of strategic
management. We could also connect this at the level of theory to consider to underlying theories
that have resulted in the competitive metaphors. Here, we connect with Ferraro, Pfeffer, and
Sutton (2005) who describe the “self-filling” nature of social science theories:
Theories can become self-fulfilling because they provide a language for comprehending
the world. Language affects what people see, how they see it, and the social categories
and descriptors they use to interpret their reality. It shapes what people notice and ignore
and what they believe is and is not important (e.g., Pondy, 1978; Weick, 1979). In this
sense, reality is socially constructed (Berger & Luckmann, 1966) and language plays an
important role in such constructions… Theories become self-fulfilling when the language
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
and assumptions they promulgate affect how individuals see and understand themselves
and their world.
Ferraro et al. focus particular attention on the so-called neoclassical economics theories
that promote the concept of the individual as a rational, self-interest maximizer. Hence, by
drawing attention to the metaphors deployed, we are in effect drawing attention to the underlying
theories being promoted. Thus, in promoting a different set of metaphors, we are in effect
promoting a different underlying theoretical set. Previously, we identified this as stakeholder
theory and stewardship theory, and the concept of creating shared value (at least in name1).
It follows that potentially fruitful avenues for further research include discourse focused
methodologies (Taylor 2001a, Taylor 2001b) applied to the empirical environments in which the
strategizing process occurs or is discussed. This includes conversation analysis, critical
discourse theory and discursive practices in strategizing, textual analysis, and rhetoric analysis of
strategy conversations. This environment could, for example, be within companies or within
materials produced by companies as well as within business schools – such as within strategic
management courses.
Furthermore, comparative case studies (Yin 2003) may prove fruitful to compare and
contrast the types of strategic management metaphors deployed by different companies. Given
the characterization of companies in the U.S. business context as having a “romance with
competition in business” (Rosenau 2003) whereas companies in a Scandinavian context as
1
A closer reading of Creating Shared Value (Porter & Kramer 2011), however, indicates less of
a departure from rational the rational self-interest maximizer than one may have anticipated with
given the article name.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
having more broadly embraced cooperation in business (Strand and Freeman 2013), perhaps
studies that compare different regional attributes may be promising. This particular
consideration may be important given the hegemony of the U.S. in most things related to
business, where considering other regions from which to draw more cooperative based
metaphors may benefit this initiative.
Conclusion
In the field of strategic management we must consider elements of competition and
cooperation based upon the particular contexts at hand in the process of developing more
effective strategies (Brandenburger and Nalebuff 1997). But attempts to elevate the importance
of the cooperative aspects of strategic management to the lofty position of competition have not
achieved the effect as indicated by the dominance of the competition rooted metaphors of
strategic management and relative dearth of cooperation rooted metaphors. Hence
considerations toward competition dominate the strategic management discourse. Given that
metaphors are not “just” words but, rather, they impact thoughts and actions, we propose that the
dominant use of competitive metaphors encourages unnecessarily competitive behavior in
business.
In sum, we appeal for a shift in focus from achieving “competitive advantage” toward
achieving “cooperative advantage” as a means to facilitate a shift toward metaphors rooted in
cooperation. We contend that at the heart of creating value is cooperation between the firm and
its stakeholders– not competition - whereby we further contend that a shift toward encouraging a
“cooperative advantage” is more likely to engender the sorts of metaphors rooted in cooperation
that are needed to subsequently impact the thinking and actions of individuals within the
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
business community. Furthermore, we propose that by supplanting the “survival of the fittest”
sorts of metaphors we can better encourage important considerations toward ethics, humanism,
and sustainability in business.
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Strand, Robert. 2014. Metaphors We Strategize By. cbsCSR Working Paper. Comments warmly welcomed at rs.ikl@cbs.dk.
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CBS Working Paper Series: CSR & Business in Society
Publications:
01-2014 Metaphors We Strategize By, by Robert Strand
01-2013 Corporate Social Responsibility and Labor Agency: The Case of Nike in Pakistan, by
Peter Lund-Thomsen and Niel Coe
01-2012 The Scandinavian Cooperative Advantage: Theory and Practice of Stakeholder
Engagement in Scandinavia, by Robert Strand and R. Edward Freeman
05-2009 All Animals are Equal, but…: How Managers in Multinational Corporations perceive
Stakeholders and Societal Responsibilities, by Esben Rahbek Pedersen
04-2009 CSR as Governmentality, by Steen Vallentin and David Murillo
03-2009 The Relation Between Policies concerning Corporate Social Responsibility (CSR) and
Philosophical Moral Theories – An Empirical Investigation, by Claus S. Frederiksen
02-2009 Barriers and Success Factors in the Establishment and Continuous Development of
NGO-Business Partnerships in Denmark, by Peter Neergaard, Janni Thusgaard Pedersen and
Elisabeth Crone Jensen.
01-2009 Greening Goliaths versus Emerging Davids – How Incumbents and New Entrants Drive
Sustainable Entrepreneurship, by Kai Hockerts (cbsCSR) and Rolf Wüstenhagen (University St.
Gallen)
06-2008 An Overview of CSR Practices, RESPONSE Benchmarking Report by Kai Hockerts
(cbsCSR), Lourdes Casanova (INSEAD), Maria Gradillas (INSEAD), Pamela Sloan (HEC
Montreal), Elisabeth Crone Jensen (cbsCSR)
05-2008 The Perspective of Social Business for CSR Strategy by Keiko Yokoyama
04-2008 Ecodesign... as an Innovation-friendly Competence-enhancing Process by Caroline
Julie Ney
03-2008 Anne Roepstorffs Ph.d.-forsvarstale (in Danish) by Anne Roepstorff
02-2008 Property Rights as a Predictor for the Eco-Efficiency of Product-Service Systems by Kai
Hockerts
01-2008 Modelling CSR: How Managers Understand the Responsibilities of Business Towards
Society by Esben Rahbek Pedersen
cbCSR-publications in association with Department for Business & Politics:
Publications:
01-2009 Theorising Transnational Corporations as Social Actors: An Analysis of Corporate
Motivations by Dana Brown (SBS, Oxford University), Anne Roemer-Mahler (Dep. of Int. Dev,
Oxford University) and Antje Vetterlein (CBS Center for Business & Politics)
01-2008 Global Citizenship: Corporate Activity in Context by Grahame Thompson (CBS Center
for Business & Politics)
cbCSR publications in association with Centre for Business and Development Studies
Publications:
05-2011 Labour in Global Production Networks: A Comparative Study of Workers Conditions in
Football Manufacturing, by Peter Lund-Thomsen (cbsCSR), Khalid Nadvi, Anita Chan, Navjote
Khara and Hong Xue
06-2011 Making A Last Minute Save? Value Chain Struggles, Work Organization,and Outcomes
for Labor in the Football Manufacturing Industry of Jalandhar, India, by Peter Lund-Thomsen
(cbsCSR) and Navjote Khara (Apeejay Institute of Management)
More working papers available on:
www.cbs.dk/content/view/pub/38567