My case study – Enough is enough, but what is enough?
Moon is an ambitious, well-intentioned lady who describes herself as a servant leader with a mission to help both her colleagues and clients develop to their full capacity. In the past year, she left her previous job where she held a mid-level management position in a non-profit organization, for a lesser role as a support worker with ‘Higher Hope for Humanity,’ another non-profit. She left because of her admiration for Higher Hope for Humanity’s success in upholding their mission: To provide housing and access to post-secondary education for immigrant, low-income families with teenage children. Over the years, the organization received a donations and grants totalling about $35 million for their success in providing access and graduating their teens in post-secondary programs.
In her first year however, Moon’s perception of the organization changed. The organization’s growing complacency negatively affected its work for the families. She also found out that in the last five years, only 65% of these kids were accepted into post-secondary school, down from the 95% that the organization boasted on their website. Meanwhile, families with kids who are unsuccessful are asked to leave the housing program. Also, only 40% of these kids in the past five years actually graduated from post-secondary school. As a previous manager, Moon identified several key areas and strategies to improve these figures; but when she tried to share them with her colleagues, they refuted her ideas and attributed the problem to ‘kids being lazy.’ She also heard rumours that for many years, managers were exaggerating statistics in the annual provincial audits to give the impression that the organization was meeting its stated goals. Moon has a strong gut feeling that most of the sponsorship money is going towards the organization’s employees due to her colleagues raving about the bi-annual salary increases they received in the last five years. On top of this, she also noticed that her superiors wear luxury items which is uncommon for non-profit executives, increased the number of employee outings, and increased everyone’s vacation time. One of her favorite colleagues, Scorpio, who is also the manager that hired her, constantly expresses to her how happy he is to have finally saved enough money for his three teenage girls’ post-secondary education.
Moon’s new Director of Operations, Sagittarius, seems to share the same sentiment as Moon and introduced new policies five months ago designed to improve the well-being of their graduating high school kids. However, the policies will also require workers to double their efforts and cut back in employee spending. Moon is enthusiastic about management’s new direction because of the support it will provide to the kids. Her colleagues on the other hand, do not share the same sentiment and are finding ways to secretly undermine the new policies without Sagittarius’ knowledge.
Coincidentally, Moon’s best friend Aquarius, a freshly graduated journalist, also revealed that she is having trouble linking evidence for a story to expose multiple non-profit organizations for corruption and fraud. Aquarius seems determined to succeed because of the effect this would have on the community and could also be a major career breakthrough. Higher Hope for Humanity however, was not one of the organizations that Aquarius was looking at. Knowing Moon has connections to the non-profits she’s investigating, Aquarius asks Moon if she has any information that could help her.
At this point, Moon feels a lot of pressure from herself to take action but does not want to make a hasty decision. Moon feels that the overall mission of the her workplace is noble but the organization has lost sight of their vision. She contemplates on whether she trusts Sagittarius as the Director to find ways of improving the organization. Should she disclose to Sagittarius the actions of her colleagues knowing it can get certain employees fired and possibly reduce everyone’s wages? Not to mention she would be despised by her colleagues if they find out. She’s also guilty that the organization is using money that’s not theirs for their own personal benefit and contemplates informing Aquarius because she suspects there’s problems rampant throughout the whole organization.
Discussion Question
What course of action should Moon take, if any?
Ruiz
Great case study. Nice names.
For some reason, I am not a fan of current employees passing along information that could potentially damage the organization to journalists to others. Although tempting to make short-term gains ( EI – the possibility of change) long term it could be damaging to Moon and others. I would recommend not disclosing any information about the current organization and even go as far as to let Aquarius know that due to your current position, it is difficult to help at all. I feel that Moon should either keep pushing as an employee for change and supporting the new leader, or move on and continue to work at a place that aligns more with her values and purpose.
I am looking forward to Leona’s perspective – she also felt compelled to move from one purposeful organization to another for valid reasons.
There is an element of Altruism here that needs to be articulated. How can Moon show love in this situation? Who are Moon’s neighbors? Johnson states that altruism is shown when our actions are designed to help others, whatever the personal cost (2018). Moon may have to keep her confidential information to herself and prolong her disappointment in others as a result of not telling the journalist her observations. The may have to disappoint her friend by not cooperating with her investigation. If Moon really cared about others within the Higher Hope for Humanity organization, she wouldn’t cut them at the knees by “selling information”.
She should use her gifts and support the new director. True love is helping the weak and encouraging the wayward. As always there is an element of time. If the Director is new, I would try for a while to reignite and support the new directives and policies. The new director will need people like Moon to drive change and bring the organization back to its purpose and mission.
Tim
(Rivera, de Haan, So, Sierra, Kaur, Ibomor, Shonhiwa, 2018)
References
Johnson, C. E. (2018). Meeting the ethical challenges of leadership. California: Sage.
Hi Ruiz and Tim,
I agree that Moon should not be involved with Aquarius’s investigation. Defaming an organization such as Higher Hope for Humanity does not only harm the organization, but the families they work with and Moon, herself. By defaming the organization, the organization may lose funds and not have the ability to run its programs anymore; this would be a loss as Sagittarius is starting to make changes to the organization. Families working with the organization would also lose a potential resource and trust – trust is essential to anybody’s success, but for an immigrant, low-income family, it may be detrimental to their success as they lose confidence in those who say are trying to help. Lastly, Moon could be affected by guilt in harming the organization, staff, and families. As a servant leader, Moon would aim to serve the people she works with first, and defaming Higher Hope for Humanity goes against her values of healing, empathy, commitment to the growth of people, and building community (Monograph 2, 2015, pp. 12-13) as a servant leader. As Tim mentioned, I believe following through with one’s values is more important than doing what is monetarily beneficial or “easier” by going along with the norm.
Moon’s first step should be forgiveness. Forgiveness of the current leadership’s manipulation, spending, and disappointment. Johnson (2018) states, “Forgiving instead of retaliating can prevent or break cycles of evil” (“Breaking the cycle of evil”). In saying that, I do not believe Moon must sit ideally. Moon can support Sagittarius by vocally acknowledging her support of the changes and her enthusiasm for what is to come. Hughes, Beatty, & Dinwoodie (2014) state, “Real change comes about through the connections that exist and are leveraged” (p. 150). By creating excitement about the impact she believes the changes will make and building the relationships she has with her colleagues, Moon can begin changing the culture of the organization. If no changes occur despite Moon’s efforts, I believe Moon should leave the organization because her values no longer align with the organization’s.
References
Hughes, R. L., Beatty, K. C., & Dinwoodie, D. L. (2014). Becoming a strategic leader: your role in your organizations enduring success. San Francisco: Jossey-Bass.Imbenzi, G., Williaume, D., & Page, D. L. (2013). Leadership Monograph 2017 [PDF document]. Retrieved from https://learn.twu.ca/course/view.php?id=1494§ion=3
Johnson, C.E. (2018). Meeting the ethical challenges of leadership [KOBO version]. Retrieved from Kobo.com
(Rivera, de Haan, So, Sierra, Kaur, Ibomor, Shonhiwa, 2018)
Tim and Leona,
Thank you both for your great insight into Moon’s ethical dilemma. Both of your articulated strong sentiments for Moon’s patience with the organization’s transformation, passion to drive change within the organization, and to forge meaningful connections with her colleagues, all of which I agree with. However, my goal in introducing Aquarius was to provide a meaningful alternative to the actions you both suggest. I should have explained Moon’s intentions with Aquarius more clearly that her motive for revealing this information was not out of vengeance, but rather as an alternative way to speed up the rate of change within the organization. After all, Moon was originally excited for the Director’s policy change but was met instead with her colleague’s active opposition of these changes. When such dishonest values are so deeply embedded in the organization’s culture, it’s hard to foster positive change; especially when upper management is a major culprit behind the organization’s wrongdoing.I’d like to read your thoughts if there certain elements of the story that were changed… Let’s say Moon does decide to tell Aquarius everything she knows and this only results in a slight reduction of government and donor funding since their work is so paramount to the community. Other changes from her decision only include a complete overhaul of upper management and a mandated drop in employee wages to an amount comparable to other similar non-profits as a sign of good faith to the community..
Does the outcome of Moon’s decision influence your original position of her plan?
-Ruiz
(Rivera, de Haan, So, Sierra, Kaur, Ibomor, Shonhiwa, 2018)
Hi Ruiz,
Considering your second question, “Does the outcome of Moon’s decision influence your original position of her plan?” my answer is no, I would not change my decision.
I believe Moon should not disclose information about Higher Hope for Humanity. Based on your case, the relationship between Moon and Aquarius is based on a personal relationship. This may indicate Moon can be biased to disclose sensitive information since there is already trust in the relationship. As a servant leader, Moon should show an ethical behaviour by addressing her concerns inside the institution, and if that is not possible, she should go to an official entity.
Sadly, inadequate management of funding is a common thing to find in many non-profits. The reaction of managers seems too familiar, blaming beneficiaries for non-compliance instead of revising their process and resources. Another option for Moon may be gathering real evidence. There seem to be many alarms, but how much of this information can she prove through evidence? This would make her more cautious about her further actions. In case she does finds evidence, she should go to an official entity who can do something about it. If she shared with Aquarius, what could Aquarius do to benefit the company? I perceive telling Aquarius would be a “revenge” action for Moon’s dissatisfaction rather than looking for real solutions for the real benefit of beneficiaries. As we know, a servant leader is characterized by an attitude of commitment to serve with a sense of respect and dignity toward subordinates and their professional expert (Jenkins M, & Stewart AC. 2010). Thinking in the overall wellbeing of beneficiaries should be Moon’s real concern.
Another critical aspect you mentioned are the policies created by Moon’s new Director of Operations, Sagittarius. There seems to be a concern already, and she can build upon this. When managing change in an organization, Lespinger (2010) recommends not only focusing on senior leaders but also involving middle managers and keep them engaged. She should be wise to identify strategic people in the organization who can do something about it. Having a bad reputation can critically affect funding, just as you mentioned in an alternate scenario, and can put in risk the entire organization.
It caught my attention how you described Moon as a servant leader. She could use the value of wisdom we have been studying to determine further actions. You mentioned she felt pressured, it is not wise to take necessary decisions without clarity. If she shares concrete evidence, instead of her colleagues despising her, they can all work on solving the problems to benefit students and families. This could be useful if there are still people in the organization who genuinely believe in the mission and live by its values.
Ingrid
References
Jenkins M, & Stewart AC. (2010). The importance of a servant leader orientation. Health Care Management Review, 35(1), 46–54. https://doi.org/10.1097/HMR.0b013e3181c22bb8Lepsinger, R. (2010). Closing the execution Gap. San Francisco: Jossey-Bass.
(Rivera, de Haan, So, Sierra, Kaur, Ibomor, Shonhiwa, 2018)


