References and Further Readings

Throughout, I have included thoughts and ideas that have been collected from all sorts of sources for over two decades. Below, I have included the references to those that have been actually mentioned in the book as well as many others that I encourage readers to consider accessing. Any oversight is mine.

References

  1. Barbuto Jr, J.E. and Wheeler, D.W. (2006). Scale development and construct clarification of servant leadership. Group & Organization Management, 31(3), 300–326.
  2. Barney, J. (1991). Firm resources and sustained competitive advantage. Journal of Management, 17(1), 99–120.
  3. Bierly, P.E., Kessler, E.H., and Christensen, E.W. (2000). Organizational learning, knowledge and wisdom. Journal of Organizational Change Management, 13(6), 595–618.
  4. Chandler, A.D. (1990). Strategy and Structure: Chapters in the History of the Industrial Enterprise (Vol. 120). MIT Press.
  5. Craig, J.B. and Moores, K. (2017). Leading a Family Business: Best Practices for Long-Term Stewardship. ABC-CLIO.
  6. Craig, J.B. (2017). Leading a family business requires a C-Suite capabilities and an F-Suite mindset. Family Capital Viewpoint, February. http://www.famcap.com/articles/2017/1/31/viewpoint-leading-a-family-business-requires-c-suite-capabilities-and-an-f-suite-mindset (accessed 26 June 2021).
  7. Cray, E. (1978). Levi's: The ‘Shrink-to-Fit’ Business that Stretched to Cover the World. New York: Houghton Mifflin.
  8. Davis, J.H., Schoorman, F.D., and Donaldson, L. (1997). Toward a stewardship theory of management. Academy of Management Review, 22(1), 20–47.
  9. Diagnostic and Statistical Manual of Mental Disorders (DSM-5) (2020). American Psychiatric Association.
  10. Dietz, G. and Den Hartog, D.N. (2006). Measuring trust inside organisations. Personnel Review, 35(5), 557–588.
  11. Dyer, D. and Gross, D. (2001). The Generations of Corning. New York: Oxford University Press.
  12. Goshen, Z. and Squire, R. (2010). Principal costs: A new theory for corporate law and governance. Columbia Law Review, 117, 767–830.
  13. Greenleaf, R.K. (1977). Servant Leadership: A Journey into the Nature of Legitimate Power and Greatness. New York: Paulist Press.
  14. Habbershon, T.G. and Williams, M.L. (1999). A resource-based framework for assessing the strategic advantages of family firms. Family Business Review, 12(1), 1–25.
  15. Johnson, S.C. (1988). The Essence of a Family Enterprise. Indiana: Curtis Publishing Co.
  16. Kaplan, R.S. and Norton, D.P. (1992). The balanced scorecard: Measures that drive performance. Harvard Business Review, 71–79.
  17. Kaplan, R.S. and Norton, D.P. (1996). The Balanced Scorecard: Translating Strategy into Action. Boston, MA: Harvard Business School Publishing.
  18. Kaplan, R.S. and Norton, D.P. (2001). The strategy-focused organization. Strategy and Leadership, 29(3), 41–42.
  19. King. (2002). King Report on Corporate Governance for South Africa. www.mervynking.co.za/downloads/CD_King2.pdf (accessed 25 June 2021).
  20. Lester, D.L., Parnell, J.A. and Carraher, S. (2003). Organizational life cycle: A five-stage empirical scale. The International Journal of Organizational Analysis.
  21. Lewicki, R.J. and Bunker, B.B. (1995). Trust in relationships: A model of development and decline. In: Conflict, Cooperation, and Justice: Essays Inspired by the Work of Morton Deutsch (eds. B.B. Bunker and J.Z. Rubin), pp. 133–173. San Francisco, CA: Jossey-Bass.
  22. Lewicki, R.J. and Bunker, B.B. (1996). Developing and maintaining trust in work relationships. In: Trust in Organizations: Frontiers of Theory and Research, (eds. R. Kramer and T.R. Tyler). Thousand Oaks, CA: Sage.
  23. Miller, D. and Friesen, P.H. (1984). A longitudinal study of the corporate life cycle. Management Science, 30(10), 1161–1183.
  24. Miller, D. and Le Breton-Miller, I. (2005a). Managing for the Long Run: Lessons in Competitive Advantage from Great Family Businesses. Boston: Harvard Business School Press.
  25. Miller, D. and Le Breton-Miller, I. (2005b). Management insights from great and struggling family businesses. Long Range Planning, 38, 517–530.
  26. Mintzberg, H. (1984). Power and organization life cycles. Academy of Management Review, 9(2), 207–224.
  27. Moores, K. and Barrett, M. (2003). Learning Family Business: Paradoxes and Pathways. (2002) Ashgate Publishing Limited, UK. Reprinted (2010) Bond University Press.
  28. Moores, K.J. and Craig, J.B. (2006). From vision to variables: A scorecard to continue the professionalization of a family firm. In: Handbook of Research on Family Business. Elgar Publications, pp. 196–214.
  29. Sirmon, D.G. and Hitt, M.A. (2003). Managing resources: linking unique resources, management, and wealth creation in family firms. Entrepreneurship Theory and Practice, 27, 339–358.
  30. Tomer, J.F. (2001). Understanding high-performance work systems: the joint contribution of economics and human resource management. The Journal of Socio-Economics, 30(1), 63–73.
  31. Zawislak, P.A., Cherubini Alves, A., Tello-Gamarra, J. et al. (2012). Innovation capability: from technology development to transaction capability. Journal of Technology Management & Innovation, 7(2), 14–27.

Further Readings

  1. Ackoff, R. (1978). The Art of Problem Solving: Accompanied by Ackoff's Fables. New York: Wiley.
  2. Adizes, I. (2004). Managing Corporate Lifecycles. The Adizes Institute Publishing.
  3. Aronoff, C.E. and Ward, J.L. (2011). Family Business Values: How to Assure a Legacy of Continuity and Success. Palgrave Macmillan.
  4. Aronoff, C.E. and Ward, J.L. (2011). Make Change Your Family Business Tradition. Palgrave Macmillan.
  5. Berle, A.A. and Means, G.C. (1932; 1997). The Modern Corporation and Private Property. New Brunswick, N. J.
  6. Bork, D., Jaffe, D., Lane, S. et al. (1996). Working with Family Business. San Francisco: Jossey-Bass.
  7. COFRA Group. (2017). www.cofraholding.com (accessed 7 March 2017).
  8. Craig, J.B. and Moores, K. (2002). How Australia's Dennis Family Corp. professionalized its family business. Family Business Review, 15(1), 59–70.
  9. Craig, J.B. and Moores, K. (2010). Strategically aligning family and business systems using the Balanced Scorecard. Journal of Family Business Strategy, 1(2), 78–87.
  10. Craig, J.B. (2015). Managing the Communication Paradox in the Family Business Circus. Dublin City University, Family Business Centre Ezine, August.
  11. Craig, J.B. (2016). What it takes for a family business to innovate. Kellogg Insight, May. http://insight.kellogg.northwestern.edu/article/what-it-takes-for-a-family-business-to-innovate (accessed 26 June 2021).
  12. Craig, J.B. (2017). The big tent approach. Family Capital Viewpoint, June. http://www.famcap.com/articles/2017/6/27/viewpoint-the-big-tent-approach-being-ready-willing-and-capable-to-contribute-to-family-enterprise (accessed 26 June 2021).
  13. Craig, J.B. (2017). Are your employees putting your company's interest first: a new tool to measure your firm's ‘stewardship climate’. Kellogg Insight, February. https://insight.kellogg.northwestern.edu/article/are-your-employees-putting-the-companys-interest-first (accessed 26 June 2021).
  14. Craig, J.B. (2018). Why family businesses sometimes make decisions that seem bad for the family. Kellogg Insight, December.
  15. Danco, L. (1975). Beyond Survival: A Business Owner's Guide for Success. Reston, VA: Reston Publishing.
  16. Fraser, J. (2016). The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members, (ed. R. Leblanc). Wiley.
  17. Garbuio, M., Lovallo, D. and Sibony, O. (2015). Evidence doesn't argue for itself: the value of disinterested dialogue in strategic decision-making. Long Range Planning, 48(6), 361–380.
  18. Greenleaf, R.K. and Spears, L.C. (2002). Servant Leadership: A Journey into the Nature of Legitimate Power and Greatness. Paulist Press.
  19. Jaffe, D. (2020). Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises. New York: Wiley.
  20. Kaplan, R.S. and Norton, D.P. (2004). Strategy Maps: Converting Intangible Assets into Tangible Outcomes. Harvard Business Press.
  21. Lansberg, I. (1983). Managing human resources in family firms: the problem of institutional overlap. Organizational Dynamics, 12(1), pp. 39–46.
  22. Lansberg, I. (1999). Succeeding Generations: Realizing the Dream of Families in Business. Harvard Business Press.
  23. Lansberg, I. (2007). The tests of a prince. Harvard Business Review, 85(9), 92–101.
  24. Lumpkin, G.T. and Brigham, K.H. (2011). Long-term orientation and intertemporal choice in family firms. Entrepreneurship Theory and Practice, 35(6), 1149–1169.
  25. Lumpkin, G.T. and Dess, G.G. (1996). Clarifying the entrepreneurial orientation construct and linking it to performance. Academy of Management Review, 21(1), 135–172.
  26. Miller, D. (1987). Strategy making and structure: Analysis and implications for performance. Academy of Management Journal, 30(1), 7–32.
  27. Miller, D. (1993). The architecture of simplicity. Academy of Management Review, 18(1), 116–138.
  28. Neubaum, D.O., Dibrell, C., Thomas, C. et al. (2017). Stewardship climate: scale development and validation. Family Business Review, 30(1), 37–60. doi: 10.1177/0894486516673701.
  29. Osterwalder, A. and Pigneur, Y. (2010). Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers. Vol. 1. Wiley.
  30. Parris, D.L. and Welty Peachey, J. (2012). Building a legacy of volunteers through servant leadership: A cause-related sporting event. Nonprofit Management and Leadership, 23(2), 259–276.
  31. Pendergast, J.M., Ward, J.L. and De Pontet, S.B. (2011). Building a Successful Family Business Board: A Guide for Leaders, Directors, and Families. Palgrave Macmillan.
  32. Sarasvathy, S.D. (2009). Effectuation: Elements of Entrepreneurial Expertise. Edward Elgar Publishing.
  33. Schulze, W.S., Lubatkin, M.H., Dino, R.N. et al. (2001). Agency relationships in family firms: theory and evidence. Organization Science, 12, 99–116.
  34. Schulze, W.S., Lubatkin, M.H. and Dino, R.N. (2003). Toward a theory of agency and altruism in family business. Journal of Business Venturing, 18, 473–90.
  35. Searle, T.P. and Barbuto, J.E. (2010). Servant leadership, hope, and organizational virtuousness: A framework exploring positive micro and macro behaviors and performance impact. Journal of Leadership & Organizational Studies, doi: 10.1177/1548051810383863.
  36. Shockley-Zalabak, P.S., Morreale, S., and Hackman, M. (2010). Building the High-Trust Organization: Strategies for Supporting Five Key Dimensions of Trust (Vol. 7). Wiley.
  37. Sirmon, D.G., Hitt, M.A., Ireland, R.D. et al. (2011). Resource orchestration to create competitive advantage: Breadth, depth, and life-cycle effects. Journal of Management, 37(5), 1390–1412.
  38. Sonnenfeld, J.A. (1991). The Hero's Farewell: What Happens When CEOs Retire. Oxford University Press.
  39. Sonnenfeld, J.A. and Spence, P.L. (1989). The parting patriarch of a family firm. Family Business Review, 2(4), 355–375.
  40. Taiguiri, R. and Davis, J.A. (1992). On the goals of successful family companies. Family Business Review, 5, 43–62.
  41. Vanneste, B.S., Puranam, P. and Kretschmer, T. (2014). Trust over time in exchange relationships: meta-analysis and theory. Strategic Management Journal, 35(12), 1891–1902.
  42. Ward, J.L. (1988). The special role of strategic planning for family businesses. Family Business Review, 1(2), 105–117.
  43. Ward, J.L. (1997). Growing the family business: special challenges and best practices. Family Business Review, 10(4), 323–337.
  44. Ward, J.L. (2004). How Governing Family Businesses is Different. Mastering Global Corporate Governance. Steger, U. (Hrsg.), New York, pp. 135–167.
  45. Ward, J.L. and Aronoff, C.E. (2011). Preparing Successors for Leadership: Another Kind of Hero. Macmillan.
  46. Ward, J.L. and Aronoff, C.E. (2011). Family Business Governance: Maximizing Family and Business Potential. Macmillan.
  47. Ward, J.L. (2016). Keeping the Family Business Healthy: How to Plan for Continuing Growth, Profitability, and Family Leadership. Springer.
  48. Ward, J.L. and Craig, J.B. (2015). Family business succession: 15 guidelines and pathways. Invited article: China, Family Business Report.
  49. Zahra, S.A., Hayton, J.C., Neubaum, D.O. et al. (2008). Culture of family commitment and strategic flexibility: The moderating effect of stewardship. Entrepreneurship Theory and Practice, 32(6), 1035–1054.
  50. Zellweger, T.M., Nason, R.S., and Nordqvist, M. (2012). From longevity of firms to transgenerational entrepreneurship of families introducing family entrepreneurial orientation. Family Business Review, 25(2), 136–155.
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