Harvard Case - Upwardly Global: Building a Model for Assisting Immigrant Professionals
"Upwardly Global: Building a Model for Assisting Immigrant Professionals" Harvard business case study is written by Howard Husock, Herman B. Leonard, Mark H. Moore. It deals with the challenges in the field of Social Enterprise. The case study is 17 page(s) long and it was first published on : Sep 19, 2005
At Fern Fort University, we recommend Upwardly Global adopt a hybrid organizational model that leverages the strengths of both nonprofit and for-profit structures to maximize its impact and sustainability. This model will involve:
- Expanding its social enterprise arm: Upwardly Global should create a for-profit division offering consulting services to corporations on diversity, inclusion, and immigrant talent management. This division will generate revenue to support the core nonprofit programs and expand its reach.
- Developing strategic partnerships: Collaborating with corporations, government agencies, and other NGOs to create a robust ecosystem for immigrant professional integration. This will involve joint initiatives, knowledge sharing, and resource mobilization.
- Embracing technology: Leveraging digital platforms to enhance program delivery, expand reach, and connect immigrant professionals with opportunities. This includes online learning platforms, job boards, and networking tools.
2. Background
Upwardly Global is a nonprofit organization dedicated to assisting immigrant professionals in the United States to leverage their skills and experience in the workforce. The organization faces challenges including limited funding, increasing demand for its services, and the need to adapt to evolving market conditions. The case study explores Upwardly Global's efforts to develop a sustainable model for its operations and expand its impact.
The main protagonists are:
- Susan Segal: Executive Director of Upwardly Global, seeking to find a sustainable model for the organization.
- The Upwardly Global Board: Concerned about the organization's financial stability and its ability to meet growing demand.
- Immigrant Professionals: The primary beneficiaries of Upwardly Global's services, facing challenges in navigating the US job market.
3. Analysis of the Case Study
Strategic Framework: Upwardly Global's situation can be analyzed through the lens of Social Entrepreneurship and Hybrid Organization frameworks.
Social Entrepreneurship:
- Mission-driven: Upwardly Global aims to solve a social problem ' the underutilization of immigrant talent ' through its services.
- Market-based approach: The organization seeks to create sustainable solutions by leveraging market forces and partnerships.
- Triple Bottom Line: Upwardly Global strives to achieve social, environmental, and financial sustainability.
Hybrid Organization:
- Combining nonprofit and for-profit elements: This model allows Upwardly Global to leverage the strengths of both sectors ' the social mission of the nonprofit and the revenue-generating capacity of the for-profit.
- Shared value creation: The hybrid model allows Upwardly Global to create value for both its beneficiaries (immigrant professionals) and its stakeholders (corporations, government agencies).
- Social impact measurement: Upwardly Global can measure its impact through quantifiable metrics, such as the number of immigrant professionals placed in jobs, their salary increases, and the economic contributions they make to the US economy.
Key Challenges:
- Financial sustainability: Upwardly Global faces challenges in securing funding to meet its growing demand.
- Scaling impact: The organization needs to find ways to reach more immigrant professionals and expand its services.
- Competition: Upwardly Global faces competition from other organizations and initiatives focused on immigrant integration.
4. Recommendations
1. Expand the Social Enterprise Arm:
- Create a for-profit consulting division: This division will offer services to corporations focused on diversity, inclusion, and immigrant talent management.
- Develop consulting services: Offer services such as talent acquisition, cultural competency training, and leadership development programs tailored to immigrant professionals.
- Target specific industries: Focus on sectors with high demand for skilled immigrant workers, such as technology, healthcare, and finance.
2. Develop Strategic Partnerships:
- Corporations: Partner with corporations to create internship programs, job placement opportunities, and mentorship programs for immigrant professionals.
- Government Agencies: Collaborate with government agencies to access funding, resources, and policy support for immigrant integration initiatives.
- NGOs: Form partnerships with other NGOs working in the field of immigrant integration to share resources, expertise, and best practices.
3. Embrace Technology:
- Online learning platforms: Develop online courses and workshops to enhance the skills and knowledge of immigrant professionals.
- Job boards: Create an online job board specifically for immigrant professionals, connecting them with relevant job opportunities.
- Networking tools: Utilize social media and online networking platforms to connect immigrant professionals with potential employers and mentors.
5. Basis of Recommendations
Core Competencies and Mission Consistency: Expanding the social enterprise arm and developing strategic partnerships align with Upwardly Global's mission to assist immigrant professionals and create a more inclusive workforce.
External Customers and Internal Clients: The recommendations address the needs of both external customers (immigrant professionals) and internal clients (the Upwardly Global team).
Competitors: The recommendations position Upwardly Global to differentiate itself from competitors by offering a comprehensive suite of services and leveraging a hybrid organizational model.
Attractiveness: The hybrid model offers the potential for increased financial sustainability and scalability, enabling Upwardly Global to reach more immigrant professionals and expand its impact.
Assumptions: The recommendations assume that there is a market demand for the services offered by Upwardly Global's social enterprise division and that corporations are willing to invest in diversity and inclusion initiatives.
6. Conclusion
By adopting a hybrid organizational model, Upwardly Global can achieve sustainable growth, expand its impact, and become a leading organization in the field of immigrant professional integration. This model will allow the organization to leverage its social mission, generate revenue, and build a robust ecosystem of partners to support immigrant professionals.
7. Discussion
Alternatives not selected:
- Focusing solely on fundraising: This approach might be unsustainable in the long term, as Upwardly Global would be reliant on external funding sources.
- Merging with another organization: This could lead to a loss of organizational identity and potentially dilute Upwardly Global's focus on immigrant professionals.
Risks and Key Assumptions:
- Market demand for consulting services: There is a risk that the market demand for the consulting services offered by Upwardly Global's social enterprise division may not be sufficient to generate enough revenue.
- Competition from other organizations: Upwardly Global faces competition from other organizations offering similar services, which could impact its market share.
- Successful implementation of the hybrid model: The success of the hybrid model depends on the ability of Upwardly Global to effectively manage both the nonprofit and for-profit aspects of the organization.
8. Next Steps
Timeline with Key Milestones:
- Year 1: Develop a business plan for the social enterprise division, identify target markets, and secure initial funding.
- Year 2: Launch the social enterprise division, build strategic partnerships with corporations, and develop online platforms.
- Year 3: Expand the social enterprise division, develop new consulting services, and measure the impact of the hybrid model.
By taking these steps, Upwardly Global can successfully implement its hybrid organizational model, achieve financial sustainability, and make a lasting impact on the lives of immigrant professionals in the United States.
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Case Description
This social entrepreneurship case focuses on the start-up and first four years of Upwardly Global, a San Francisco-based nonprofit founded to help place immigrant professionals in jobs commensurate with their levels of skill and education. The case tells the story of "UpGlo" founder Jane Leu, describing how she reached the conclusion that both government-funded refugee aid programs, and private sector job placement firms, were failing immigrants with professional backgrounds. The case describes the business model developed by Leu and traces the organization's successful emergence as a free-standing entity, supported by a combination of philanthropic grants, and corporate and individual fees. (Leu was named a fellow in 2004 by Ashoka, the international organization that s and provides support for those it designates "changemakers," primarily those who have established successful new nonprofit service-provider organizations.) HKS Case Number 1803.0
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