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Ethical Leadership - Mike Bell, Terra Grande Staff. 2. 2008. APICS Code of Ethics. To maintain and improve sound business practices and foster high standards of professional conduct.To hold in professional confidence any information gained of the business of a fellow member's company and to refrain
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1. 2008 Ethical Leadership - Mike Bell, Terra Grande Staff 1 ETHICAL LEADERSHIP APICS Ethics:
Should they be situational?
2. Ethical Leadership - Mike Bell, Terra Grande Staff 2 2008 APICS Code of Ethics To maintain and improve sound business practices and foster high standards of professional conduct.
To hold in professional confidence any information gained of the business of a fellow members company and to refrain from using such information in an unethical manner.
To seek success without taking unfair advantage or questionable acts that would comprise ones self-respect.
To neither engage in nor sanction any exploitation of ones membership, company, or profession. To encourage and cooperate in the interchange of knowledge and techniques for the mutual benefit of the profession.
To be careful with ones criticisms and liberal with ones praise; to build and not to destroy.
When a doubt arises as to the right or ethics of ones position or action, to resolve such doubt according to generally accepted standards of truth, fair dealing, and good taste.
To maintain high personal standards of moral responsibility, character, and business integrity.
3. Ethical Leadership - Mike Bell, Terra Grande Staff 3 2008 Ethical Leadership Business ethics
is not always simple
or necessarily
Black and White.
4. Ethical Leadership - Mike Bell, Terra Grande Staff 4 2008 Topics Trust Model
Avoiding conflicts of interest
Business amenities
Confidential information
Financial / Slush funds
Values-based decisions
Summary
5. Ethical Leadership - Mike Bell, Terra Grande Staff 5 2008 Trust Model A Step-by-step process that enables you to break down situations to smaller & simpler segments. This enables you to analyze a situation more objectively. T = Think about the situation objectively
* Clearly understand the situation.
* Know the facts.
*Identify the real issues.
R = Recognize and analyze motivations.
* If the situation troubles you, ask yourself why.
* Consider the other partys motivations.
U = Understand applicable laws, rules, and policies
* Consider all options
* Research the Standards of Business Conduct & other policies
* Know whom and when to ask for help
S = Satisfy the headline test
* Ask yourself if you feel comfortable seeing your actions reported in the news
* Consider the consequences of your decision: on APICS, customer, yourself
T = Take responsibility for your actions
* Make an appropriate choice & act accordingly
* Remember, you are accountable for the outcome of your decisions.
6. Ethical Leadership - Mike Bell, Terra Grande Staff 6 2008 Avoiding conflicts of interest You are an active APICS member.
You serve on the chapter board,
attend PDMs, and teach
certification courses. You are
approached by a member company
that has a need for on-site courses
that you teach & ask if these could
be available. Youve been thinking
about starting a consulting
business on the side. This seems
like it might be a good way to get
started. You are considering
making an offer.
7. Ethical Leadership - Mike Bell, Terra Grande Staff 7 2008 Avoiding conflicts of interest You are the chapter facilities or
program director. Your brother-in-law
just called & said he has a new job
selling event & group meals with a
hotel & he wants your chapters
business. The chapter has a contract
with a hotel they are satisfied with.
The contract can be broken easily.
You are happy with the current hotel,
but he is your wifes brother & you
might be able to save a few bucks
up front if you make a deal.
8. Ethical Leadership - Mike Bell, Terra Grande Staff 8 2008 Avoiding conflicts of interest You have been working with particular
supplier (privately held co) for several
years. You have grown close thru your
interactions. The supplier gets routinely
reevaluated for continued business
based on published guidelines. The
president of this company invites your
board to a celebration event. At this
party the supplier mentioned to you that
she is selling her company car, which
would be perfect for your daughter. She
said she would cut the price in half
just because it is you. You can save a
lot of money, but while tempting, you
think there could be feelings by the board
that you are too friendly with this person.
9. Ethical Leadership - Mike Bell, Terra Grande Staff 9 2008 Avoiding conflicts of interest You are recruited to serve on your
chapters board. You are told it will
take a couple of hours a week, a
few phone calls & emails. Seemed
OK & you accept. You discover
that there is are many phone calls,
email traffic, & other activities
required during business hours.
Your company has policies about
using company assets, equipment,
systems for non company related
business. You believe that both
you & the company will benefit
from your APICS involvement.
10. Ethical Leadership - Mike Bell, Terra Grande Staff 10 2008 Business amenities A business partner suggests a
business meeting with the chapter
board this Friday at his familys
vacation home, which happens to
be on the ocean.
Afterward, he has invited you &
your family to spend the weekend
there enjoying the house and the
beach.
11. Ethical Leadership - Mike Bell, Terra Grande Staff 11 2008 Business amenities A chapter supplier whom you
have been doing business for
several years has offered to
transport you to a joint
conference via its private
company jet.
12. Ethical Leadership - Mike Bell, Terra Grande Staff 12 2008 Confidential information You are an active APICS
certification course instructor.
Your students complain that the
courseware is not offered on-line
through the chapter. You and a
friend together have the ability to
develop an online version of the
current APICS courseware. You
are considering this and the
possibility of marketing it through
your friend.
13. Ethical Leadership - Mike Bell, Terra Grande Staff 13 2008 Confidential information A college friend of yours who is
with ISM has been working on an
opportunity with a customer, and
APICS is also bidding on the
deal. At a recent trade show,
your friend tells you that hes
able to offer the service at a rock-
bottom price ( & he blurts out the
price) & suggests that you
persuade the chapter to back out
of the deal in return for a lead on
another opportunity.
14. Ethical Leadership - Mike Bell, Terra Grande Staff 14 2008 Financial / Slush funds Your chapter is conducting an
on-site certification course for a
member company. The night
before the course starts there
ended up being 5 more students
participating than planned. You
do not have documents and
student guides for these additions
The company is a new customer
and you do not want to delay or
start off badly. You are considering
making copies of the student guides for use.
15. Ethical Leadership - Mike Bell, Terra Grande Staff 15 2008 Financial / Slush funds You are conducting an on-site
course at a major member
company. There are 5 more
students in the course than
agreed to in the contract. You
have enough student guides and
the instructor is ok with the
addition, so you agree to continue
on with the additions. The contract
And invoice do not reflect this
increase. Previous experience with
this company makes you consider
not changing the paperwork and
telling the responsible company
manager that you will just make up
the difference on a future course.
16. Ethical Leadership - Mike Bell, Terra Grande Staff 16 2008 Financial / Slush funds Your chapters board has
approved money for a major
event in your area of
responsibility. The event came in
under the approved budget. You
are considering spending the
remaining funds on a fun dinner
party to recognize the few key
people that made this event a
success.
17. Ethical Leadership - Mike Bell, Terra Grande Staff 17 2008 Values-based Decisions Lets take another look at the trust model to see if we are using that process to make the best decisions.
Remember there could be more than one correct answer depending on the situation
We are looking for the best decision!
18. Ethical Leadership - Mike Bell, Terra Grande Staff 18 2008 Trust Model A Step-by-step process that enables you to break down situations to smaller & simpler segments. This enables you to analyze a situation more objectively. T = Think about the situation objectively
* Clearly understand the situation.
* Know the facts.
*Identify the real issues.
R = Recognize and analyze motivations.
* If the situation troubles you, ask yourself why.
* Consider the other partys motivations.
U = Understand applicable laws, rules, and policies
* Consider all options
* Research the Standards of Business Conduct & other policies
* Know whom and when to ask for help
S = Satisfy the headline test
* Ask yourself if you feel comfortable seeing your actions reported in the news
* Consider the consequences of your decision: on APICS, customer, yourself
T = Take responsibility for your actions
* Make an appropriate choice & act accordingly
* Remember, you are accountable for the outcome of your decisions.
19. Ethical Leadership - Mike Bell, Terra Grande Staff 19 2008 Summary Read, review, & post the APICS Code of Ethics with your chapter board & members
Include in one of your board meetings some ethics discussions or training (you can use this package if you do not have something available)
Review the TRUST Model & compare to past & current situational decisions
Remember the Headline Test
When in doubt review available guidelines, policies, laws & seek assistance
One bad decision may not be fatal, but it takes a lot more effort to overcome the error & win back favorable perceptions from others than it does to make the best decision at the start.
20. Ethical Leadership - Mike Bell, Terra Grande Staff 20 2008 Questions, Comments, thoughts...
21. Ethical Leadership - Mike Bell, Terra Grande Staff 21 2008 Bonus Exercise You notice that an officer of your chapter who is employed at the same
company is writing an article for the chapter newsletter with his company
email address listed for responses. In the article he is asking for
feedback and comments to survey questions from the 650 chapter
members. You are concerned that this may be inappropriate use of the
companys time, equipment, & systems. You are also concerned it might
look bad for APICS & you (you recruited this person) if discovered.
22. Ethical Leadership - Mike Bell, Terra Grande Staff 22 2008 Bonus Exercise You having lunch with one of your chapters members. When the bill came, she
insisted on paying. In passing, she said that she can afford it because of the
extra money she was making from her side business. When you ask about this
business, she explained she was teaching APICS type courses at a company
members site on the weekends. The company had mentioned a future need
while she was conducting a chapter on-site course in the past. She did not
think that the chapter was still providing courses at this company, so she set-up
a corporation in her husbands name & contracted with the company. She went
on to say it has been very successful, making enough money to cover her
familys 3 car payments
