Case Studies

Advanced Leadership Case Studies

Advanced Leadership Field Perspectives: São Paulo

Kanter RM, Malone A-LJ. Advanced Leadership Field Perspectives: São Paulo. [Internet]. 2016. Click here to purchaseAbstract

With Brazil's crisis as the backdrop, the 2016 ALI Fellows, Partners, and guests, traveled throughout São Paulo in June of 2016 and were exposed to social innovations in Heliopolis (the largest favela), the transformation of Vila Madalena (neighborhood), cultural inclusion efforts in Sala São Paulo and Pinacoteca (downtown), and highly respected social change leaders and thinkers throughout the trip. The participants were able to engage with a wide array of projects and understand the challenges on the ground more clearly.

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Alberto Mora and the Costs and Consequences of Torture

Kanter RM, Summers B. Alberto Mora and the Costs and Consequences of Torture. [Internet]. 2016. Click here to purchaseAbstract

 

Alberto Mora's time as General Counsel of the Navy from 2001 - 2006 greatly influenced his mission to illuminate the policy consequences of torture. Mora's drive to restore the nation's awareness and conscience against torture was gaining traction. Prominent stakeholders, including leaders in the military, government, NGOs and academia, supported his project. Moving forward, Mora knew that he still faced a number of critical challenges. What vehicles could he use to increase the project's reach and restore the nation's understanding of the costs and consequences of torture? How could he ensure that his project would survive the fluidity of public opinion? Perhaps most challenging, he had to collect meaningful data, which meant soliciting politically sensitive information.

 

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Beatriz Cardoso and Education in Brazil

Kanter RM, Suarez D, Malone A-LJ. Beatriz Cardoso and Education in Brazil. [Internet]. 2015. Click here to purchaseAbstract

Beatriz Cardoso, founder of Laboratório de Educação (Education Laboratory) had a dream to propel Brazilian education. However challenges in fundraising made it difficult to scale up her project, based on helping adults help children improve their literacy skills. To succeed in her goals, Cardoso had to build partnerships, raise funds, and expand the reach of Laboratório de Educação.

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Carol Johnson and U.S. School Superintendent Tenure

Kanter RM, Yatsko P. Carol Johnson and U.S. School Superintendent Tenure. [Internet]. 2016. Click here to purchaseAbstract

 

After a successful career as a superintendent of some of the nation's largest urban school districts, Carol Johnson elected to complete a Fellowship at Harvard's Advanced Leadership Initiative (2014). There, she hoped to gain perspective and knowledge surrounding how new superintendents of urban school districts could be better trained and supported in this challenging and dynamic role. Following her ALI Fellowship, Johnson created the Leadership for America's Urban Schools (LAUS), a proposed program that would provide mentorship, training, and networking for new urban school leaders.

 

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David Weinstein and Write the World

Kanter RM, Schwetz JC, Higgins PB. David Weinstein and Write the World. [Internet]. 2013. Click here to purchaseAbstract

 

David Weinstein, a lawyer and former Chief Administrative Officer of mutual fund giant Fidelity Investments, launched Write the World, a proprietary online platform that included a writing curriculum, essay prompts in distinct subject matter, and access to expert reviewers. By July 2013, Weinstein had completed his first writing competition in partnership with a school, where students submitted essays through Write the World. While Weinstein was eager to host future competitions, he also considered a number of other models to expand the program.

 

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Doug Rauch and the Daily Table

Kanter RM, Zimmerman P, Rossano P. Doug Rauch and the Daily Table. [Internet]. 2016. Click here to purchaseAbstract

 

Former Trader Joe's President Doug Rauch developed an innovative idea to address the challenge of food insecurity, food waste, and nutrition. His concept was a new retail grocery model, offering nutritious affordable food to a food insecure population in the inner city using excess inventory. His path was not an easy one, but by April 2015, Rauch was celebrating the upcoming launch of his Boston pilot and flagship store, Daily Table. Daily Table would be able to test its operating model and impact, better understand its customer base, and establish community partnerships. After further expansion to other sites in Boston, Daily Table planned to expand nationally. But there were questions about whether acceptance by one community would transfer to others and what could Rauch do to prepare himself and his team.

 

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Frederick Southwick and Reducing Medical Errors

Kanter RM, Malone A-LJ, Kang J. Frederick Southwick and Reducing Medical Errors. [Internet]. 2017. Click here to purchaseAbstract

Medical errors both in the U.S. and worldwide occur at alarming rates. In the U.S. medical errors were the third leading cause of death. Southwick experienced the consequences of preventable medical errors firsthand. As a physician and a professor, he researched and wrote about the causes and solutions for medical errors over the years. Southwick also launched pilot programs applying different quality improvement frameworks from other fields to medicine. Although the results were positive, he encountered resistance from many physicians. To build more skills, Southwick became an Advanced Leadership Fellow in 2010 and a Senior Advanced Leadership Fellow in 2011. He used his time at Harvard to develop solutions that would address the root causes of medical errors. The complexities in healthcare and the entrenched cultural norms presented strong barriers to creating change. The case explores Southwick's efforts in getting medical professionals to work collaboratively, communicate effectively, and create a new sustainable culture that improves healthcare outcomes. Southwick's experience raises the question of how one person can best make a difference in a large, complex, entrenched system.

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Garrett Moran and Scaling Year Up to Close the Opportunity Divide

Kanter RM, Franking E. Garrett Moran and Scaling Year Up to Close the Opportunity Divide. [Internet]. 2017. Click here to purchaseAbstract

Garrett Moran joined Year Up (a workforce development program) in late 2013. Tasked with systematizing and scaling operations, Moran spearheaded a number of changes that allowed Year Up to serve 3,000 youth in 2016 up from 1,800 youth annually when he started. While preparing for the future, he expected that Year Up would soon have the ability to serve 10,000 students annually by 2021. This goal would demand a pace of growth that YU had not yet experienced - increasing annual growth from an already accelerated 400 students per year over the past three years to an average of 1,000 students per year through 2021. The path forward was complicated and this case covers the challenges and opportunities of reaching scale by expanding their direct service program and exploring other ways to close the opportunity gap.

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General Gale Pollock and Services for the Vision Impaired

Kanter RM, Schwetz JC, Higgins PB. General Gale Pollock and Services for the Vision Impaired. [Internet]. 2013. Click here to purchaseAbstract

 

In July 2012, retired United States Army Major General Gale Pollock created Elevivo, a venture that worked on developing a comprehensive disease management software system to support the growing number of visually impaired individuals by providing them with tailored information for how to create and sustain a high quality of life despite vision loss. As a first time entrepreneur, Pollock was continuously frustrated with the slow pace of process. She also faced a number of challenges, including personal setbacks, financing concerns, large institutional deficiencies within the existing medical infrastructure, and a need to shift her business model. Pollock had an unwavering commitment to the development and adoption of the system.

 

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Gilberto Dimenstein and Community Empowerment in Brazil

Kanter RM, Naghirniac A, Malone A-LJ. Gilberto Dimenstein and Community Empowerment in Brazil. [Internet]. 2015. Click here to purchaseAbstract

 

In 2011, Gilberto Dimenstein, a well-known Brazilian journalist, created a new model that connected disparate resources to revitalize Sao Paulo. He wanted his model to expand across Brazil and the world. Dimenstein covered many of the social issues facing Brazil as a journalist and became determined to create solutions. Dimenstein started two social ventures, ANDI and Escola Aprendiz, before creating and developing Catraca Livre (meaning "open turnstile" in Portuguese) while he was an Advanced Leadership fellow at Harvard. Dimenstein pursued his idea of "learning neighborhoods", which meant a localized, low cost and effective way to leverage the existing available resources as educational opportunities. The resources were underutilized because of a lack of awareness. He believed that education should not be limited to the classroom and instead should be expanded to the entire city. Catraca Livre enabled Sao Paulo's residents to utilize untapped resources by aggregating all of the available resources and disseminating the information through multiple avenues including a website, subways, restaurants, workplaces, and more. This case shows how Dimenstein spearheads his solution to improve his city and offers a model for revitalizing cities around the world.

 

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Howard Fischer and Eric Jacobsen and Gratitude Railroad’s Impact Investing

Kanter RM, Choate DL. Howard Fischer and Eric Jacobsen and Gratitude Railroad’s Impact Investing. [Internet]. 2015. Click here to purchaseAbstract

 

In 2013, Howard Fischer (hedge fund founder) and Eric Jacobsen (serial entrepreneur and private equity investor) established Gratitude Railroad as a community of impact investors in nine different "tracks." Each track represented a different concept for using capitalism to impact a social or environmental problem. The founders hoped to prove that impact investing could earn market rate returns or better, while achieving a positive social and environmental impact. After over a year of progress, they had to determine the best path forward for their community and how to prioritize between the tracks in order to maximize their impact.

 

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Howard Koh and Public Health Campaigns for Tobacco Control and Organ Donation

Winsten J, Yatsko P. Howard Koh and Public Health Campaigns for Tobacco Control and Organ Donation. [Internet]. 2017. Click here to purchaseAbstract

Years before Harvard University Professor Howard Koh was appointed by President Barack Obama as the 14th U.S. Assistant Secretary for Health (2009-2014) for the U.S. Department of Health and Human Services (HHS), where he went on to address a vast portfolio of health challenges, he played a leading role in two highly impactful coalition-based public health campaigns focused on tobacco control and organ donation. The tobacco tax and organ donation campaigns illustrate how public health advocates can effectively build and rally coalitions of diverse groups around a results-focused health mission. They underscore the perseverance and other leadership traits that public health leaders like Koh harness to push through innovative strategies in the face of powerful entrenched groups committed to preserving the status quo. And while the campaigns also demonstrate the difficulties of sustaining public health initiatives due to changing political and economic circumstances, leaders like Koh must surmount disappointments to find new ways to continue the mission over the course of a long career.

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Issa Baluch and the African Agribusiness Knowledge and Innovation Leadership Initiative (AKILI)

Kanter RM, Vuillaume R. Issa Baluch and the African Agribusiness Knowledge and Innovation Leadership Initiative (AKILI). [Internet]. 2015. Click here to purchaseAbstract

 

A veteran of the freight forwarding industry, Issa Baluch wanted to transform the education space in Africa by introducing hands-on practical teaching in agriculture and agribusiness. In the summer of 2015 his vision of a practical learning institute for African agriculture workers had finally found its footing as the African Agribusiness Knowledge and Innovation Leadership Initiative (AKILI). Several African countries were interested in having AKILI branches; however, Baluch and his team were still working hard to design a concrete model for AKILI and figure out the best possible expansion strategy.

 

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Jay Winsten and the Designated Driver Campaign

Koh H, Yatsko P. Jay Winsten and the Designated Driver Campaign. [Internet]. 2017. Click here to purchaseAbstract

Center for Health Communication at the Harvard T.H. Chan School of Public Health Director Jay Winsten spearheaded a national mass media campaign, the Harvard Alcohol Project, also known as the Designated Driver Campaign, to rapidly diffuse the "designated driver" into the American lexicon and culture. The campaign broke new ground in the process, most notably by harnessing on an unprecedented scale the Hollywood entertainment community's power to disseminate messages and facilitate social learning. Writers incorporated the campaign's designated driver message into the scripts of more than 160 prime-time television episodes during four television seasons. The campaign persuaded large numbers of Americans to adopt the practice of choosing a designated driver-i.e., a member of a social group who agrees to stay sober in order to safely drive others in the group who have been drinking alcohol. The campaign provided a model for a generation of advocates seeking to mobilize the power of Hollywood to advance social causes, and convinced funding organizations that media advocacy campaigns were worth supporting.

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John Dubinsky and the St. Louis Contractor Loan Fund

Kanter RM, LaNasa FJ. John Dubinsky and the St. Louis Contractor Loan Fund. [Internet]. 2015. Click here to purchaseAbstract

 

In May 2015 prominent leaders in St. Louis were celebrating the launch of the Contractor Loan Fund (CLF), a $10 million revolving loan fund meant to help area minority and women-owned construction contractors grow their businesses. John Dubinsky, the leader behind the advancement of this project, aimed to decrease the region's longstanding economic and social inequalities. Despite successfully scoping out the project, recruiting a team, fundraising, and launching the fund, Dubinsky was still worried about the process by which they would cultivate the growth of minority and women-owned construction contractors.

 

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Junko Yoda and Her Collaboration to Address Sex Trafficking in Asia

Kanter RM, Schwetz JC, Higgins PB. Junko Yoda and Her Collaboration to Address Sex Trafficking in Asia. [Internet]. 2013. Click here to purchaseAbstract

In 2011, Junko Yoda with Pam McCambridge launched CLinked, a venture aimed to reduce human trafficking of women and children for sexual exploitation. Since incorporation, they launched several different pilot programs in partnership with local non-governmental organizations (NGOs) in Lampung, Indonesia where they also encountered a number of challenges ranging from a lack of trust within the local community to diminishing financial resources. Yoda struggled with the best approach to the large and complex issue, but started to gravitate towards developing replicable programs using art that positively impacted a small number of victims in high-risk communities. In 2013, Yoda wondered how she would grow CLinked and ensure its future.

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Laurent Adamowicz and Bon’App

Kanter RM, Schwetz JC, Higgins PB. Laurent Adamowicz and Bon’App. [Internet]. 2013. Click here to purchaseAbstract

 

After a successful career as Chairman and CEO of Paris-based luxury food company, Fauchon, Laurent Adamowicz, sought to reduce obesity and improve health outcomes. Adamowicz created a mobile application to provide consumers with more accessible and interpretable knowledge about the food they were eating so they could make better decisions. Despite Adamowicz's focus on promoting healthful and informed eating habits, many choices still lay ahead of him in deciding how to develop a platform and database, the type of business model that would best support his goals, and the types of collaboration and marketing techniques that would get his idea off the ground. Since 2010, Laurent Adamowicz evolved his concept for a mechanism that acted as a "nutritionist in your pocket" into Bon'App, a fully formed nutrition database and nutritional educational platform. After multiple iterations of the app design and revenue model, Bon'App began to see encouraging results with an increased user base and usage. Adamowicz's venture was accepted into a prominent Boston-based accelerator, attracted outside capital, added team members and attracted its first paying corporate client. Despite the progress made Adamowicz knew that his start-up remained in a fragile state. He wondered if he would be able to maintain the flexibility needed to capitalize on new opportunities while staying true to his mission to create a new standard for nutritional information.

 

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Marissa Wesely and Women's Empowerment

Kanter RM, Stine-Rowe K. Marissa Wesely and Women's Empowerment. [Internet]. 2016. Click here to purchaseAbstract

After thirty-three years as a corporate lawyer, Marissa Wesely became a 2014 Advanced Leadership Initiative Fellow at Harvard University to pursue her passion of advancing women's rights, particularly in the developing world. She took on a leadership role with the Win-Win Coalition, which worked with women's funds and local women's organizations, advocated for the value of cross-sector partnerships and coached key players to work together and find common ground despite different vocabularies and expectations. The case covers key lessons and questions for consideration during Wesely's early stage efforts to launch the Win-Win Coalition into global prominence under a cohesive identity and strategy.

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Paul Lee and Asian Americans Advancing Justice

Kanter RM, LaNasa FJ, Malone A-LJ. Paul Lee and Asian Americans Advancing Justice. [Internet]. 2015. Click here to purchaseAbstract

 

Two years after the formation of the Asian Americans Advancing Justice (AAAJ), a national affiliation of four independent Asian American civil rights groups, Paul Lee, who spent his professional career as a corporate attorney and stayed active in social justice issues, was still wondering how to strengthen the affiliation. Lee led the creation of AAAJ to be a national civil rights voice for Asian Americans. However, the affiliation still struggled to act as a unified group without a formal governance structure to resolve disagreements between the affiliates. Lee felt that the common goal of creating a national civil rights voice for Asian Americans was very important. But sustainably advancing towards that goal was a difficult task to master for AAAJ given that affiliates had differing priorities, boards, and working methods.

 

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Raymond Jetson's MetroMorphosis and the Effort to Transform Baton Rouge

Kanter RM, Khurana R, Penrice D. Raymond Jetson's MetroMorphosis and the Effort to Transform Baton Rouge. [Internet]. 2014. Click here to purchaseAbstract

 

Raymond Jetson, an inner-city pastor, former Louisiana state legislator, and 2010 Harvard University Advanced Leadership Fellow, has embarked on a new career as a social entrepreneur. The case charts Jetson's career in public life and the ministry, his experience as an Advanced Leadership Fellow, and his efforts to establish and grow a nonprofit organization, MetroMorphosis, with a mission "to develop and mobilize a critical mass of citizens in inner-city neighborhoods to design and implement sustainable solutions to persistent community challenges." As he approaches 60 and contemplates his future and that of his organization, Jetson must consider how to position MetroMorphosis for maximum impact now and over the long term.

 

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Richard Fahey and Robert Saudek – Lighting Liberia

Richard Fahey and Robert Saudek – Lighting Liberia. [Internet]. 2012. Click here to purchaseAbstract

 

After successful careers as lawyers Richard Fahey and Robert Saudek set out to tackle a large-scale infrastructure challenge in a complex environment by increasing Liberian citizens' access to lighting solutions. They developed the Liberian Energy Network, which aimed to distribute solar light fixtures to citizens across the country, including some of the most remote regions. Working in Liberia presented a large set of challenges and difficulties, however Fahey and Saudek persevered.

 

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Robert Meaney and Technology for Agriculture in Sub-Saharan Africa

Kanter RM, Vuillaume R. Robert Meaney and Technology for Agriculture in Sub-Saharan Africa. [Internet]. 2015. Click here to purchaseAbstract

 

Two Valmont Industries (an international leader in infrastructure products and services) colleagues, Robert (Bob) Meaney and Richard Berkland hoped to improve the lives of small and medium-sized farmers in the developing world through modern irrigation technology. In October 2015, they had already launched three pilot projects in Africa, each with a unique model of engaging local and global actors around center pivot irrigation technology. They were eager to understand the impact each model had on agricultural yields, water resource management, and farmer income, to create a model adaptable to different regions around the world.

 

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Robert Whelan and the Student Loan Crisis (A)

Robert Whelan and the Student Loan Crisis (A). [Internet]. 2012. Click here to purchaseAbstract

Bob Whelan developed an idea with partners that was a seed before his fellowship year and seemed to address a significant national challenge - college financing - with a creative concept and experience from his years in venture capital. His nonprofit was called 13th Avenue Funding and it provided equity as an alternative to debt for students to finance college. Since he first set out on his journey, he faced a lot of resistance and difficulty in scaling his non-profit aimed at enabling one million low income students to obtain a postsecondary education debt free. Whelan continued to persist and adapt to the changing environment.

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Robert Whelan and the Student Loan Crisis (B)

Kanter RM, Chen GS-H, Malone A-LJ. Robert Whelan and the Student Loan Crisis (B). [Internet]. 2015. Click here to purchaseAbstract

 

Bob Whelan developed an idea with partners that was a seed before his fellowship year and addressed a significant national challenge - college financing - with a creative concept and experience from his years in investment banking. His nonprofit was called 13th Avenue Funding and it provided equity as an alternative to debt for students to finance college. Since he first set out on his journey, he faced a lot of resistance and difficulty in scaling his non-profit aimed at enabling one million low income students to obtain a postsecondary education debt free. Whelan continued to persist and adapt to the changing environment.

 

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