UNIVERSIDADE DA BEIRA INTERIOR DEPARTAMENTO DE GESTÃO E ECONOMIA Ano Lectivo 2007/2008 Cursos: Doutoramento em Gestão Disciplina (unidade Curricular): Empresa Familiar Semestre: 2º Docentes: Ana Maria Ussman Competências a adquirir pelo aluno: - Compreender as particularidades da empresa familiar Entender como evolui a empresa familiar Compreender como se integram os sistemas familia e empresa Entender os problemas originados por essa integração Discutir possiveis soluções para os problemas da empresa familiar Metodología de ensino-aprendizagem: Nas sessões de trabalho são apresentados os conceitos funadamentais, vários exemplos e temas para reflexão. São também indicadas leituras complementares. Os alunos realizam o seu próprio trabalho de investigação bibliográfica e é feito um acompanhamento do seu trabalho. Programa: I - Introdução à empresa familiar: 1) Conceito de empresa familiar. 2) Características genéricas da empresa familiar 3) O peso das empresas familiares II – A inter-relação dos sistemas família e empresa: 1) Ciclo de vida da empresa familiar 2) A relação família/empresa 3) A cultura das empresas familiares 4) Conflitos e empresa familiar 5) Instrumentos de regulação da relação empresa/família III – A integração da família na empresa: 1) Porque vale a pena trabalhar na empresa familiar 2) Estratégias de integração das novas gerações 3) A sucessão IV – A gestão da empresa familiar: 1) Problemas da gestão familiar 2) Órgãos de governo da empresa familiar 3) Profissionalização da empresa familiar 4) A entrada de directivos externos à família 5) A gestão estratégica da empresa familiar VI – A investigação em empresas familiares Programa da Unidade Curricular – Ano Lectivo 2007/08 Critérios de avaliação: A avaliação resulta da apresentação e discussão em sala de um trabalho feito pelo aluno sobre um tema à sua escolha dentro do programa. O trabalho do aluno pode ser um estudo de caso de uma empresa familiar. Bibliografia: Ambrose, D. (1983) – Transfer of the family owned business, Journal of Small Business Management, Jan. Anonymous (2003) – Family business dominates: international family enterprise research academy, Family Business Review, Dezembro, vol.16, nº4. Aronoff, C. e Ward, J. (1995) – Family-owned business: a thing of the past or a model for the future?, Family Business Review, vol.VIII. Astrachan, J., Klein, S. e Smyrnios, K. (2002) – The F-PEC scale of family influence: a proposal for solving the family business definition problem, Family Business Review, vol.15, nº1. Barach, J. e Ganitsky, J. (1995) – Successful succession in family business, Family Business Review, vol.VIII, nº2. Beckhard, R. e Dyer, W. (1983) – Managing continuity in the family owned-business, Organizational Dynamics, nº12. 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(1991) – Bivalent attributes of the family firm, en Aronoff e Ward editores, Family Business Sourcebook, Michigan. Davis, P. (1990) – Wars of succession, Business, Set. Davis, P. e Stern, D. (1980) – Adaptation, survival and growth of the family business: an integrated system perspective, Human Relations, nº34. Donelly, R. (1964) – The family business, Harvard Business Review, nº42 Programa da Unidade Curricular – Ano Lectivo 2007/08 Dyer, W. e Sanchez, M. (1998) – Current state of family business theory and practice as reflected in Family Business Review 1988-1997, Family Business Review, vol.XI, Fama, E. e Jensen, M. (1983) – Agency problems and residual claims, Journal of Law and Economics, nº26 Filbeck, G. e Smith, L. (1997) – Team building and conflict management strategies for family business, Family Business Review, vol.X, nº4. Gallo, M. e Ribeiro, V. (1996) – A gestão das empresas familiares, edição Iberconsult, Lisboa. Gallo; M. e Garcia Pont, C. 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Cambridge, MA, Basil Blackwell. Habbershon, T. e Williams, M. (1999) – A resource based framework for assessing the strategic advantages of family firms, Family Business Review, vol.XII, nº1 Handler, W. (1989a) – Methodological issues and considerations in studying family business, Family Business Review, Fall. Handler, W. (1989b) – Managing the family firm sucession process: the next generation family experience, tese de doutoramento, Universidade de Boston. Harris, D. e outros (1994) – Is strategy diferent for the family-owned business, Family Business Review, vol.VII, nº2. Harvey, M. e Evans, R. (1994) – Family business and multiple levels of conflict, Family Business Review, vol.VII, nº4. Harvey, M. e Evans, R. (1995) – Forgotten sources of capital for the family-owned business, Family Business Review, vol.VIII, nº3. Haynes, J. e outros (1997) – Resolving family business disputes through mediation, Family Business Review, vol.X, nº2. Programa da Unidade Curricular – Ano Lectivo 2007/08 Hershon, S. (1975) – The Problem Of Management Succession In Family Business, tese de doutoramento, Universidade de Harvard. Holland, P. e Bolton, W. (1984) – Balancing the family and the business in family business, Business Horizons, Mar-Abril. Hollander, B. e Elman, N. (1988) – Family-owned business: an emerging field of inquiry, Family Business Review, Vol.1, nº2. Jensen, M. e Meckling, W. (1976) – Theory of the firm: managerial behavior, agency costs and ownership structure, Journal of Financial Economics, nº3. Kaye, K. (1991) – Penetrating the cycle of sustained conflict, Family Business Review, vol.IV, nº1. Keating, N. e Little, H. (1997) – Choosing the successor in new Zealand family farms, Family Business Review, vol.X, nº2. Kets de Vries, M. (1993) – The dynamics of family controlled firms; the good and the bad news, Organizational Dynamics, 21, nº3. Lansberg, I. (1983) – Managing human resources in family firms: the problem of institutional overlap, Organizational Dynamics, 12, nº1. Lansberg, I. (1988) – The succession conspiracy: resistance to succession planning in first generation family firms, Family Business Review, nº1 Lansberg, I. (1991) – On retirement: a conversation with Daniel Levinson, Family Business Review, vol.IV, nº1. Levinson, H. (1971) – Conflict that plague family business, Harvard Business Review, MarAbril. Longenecker, J. e Schoen, J. (1978) – Management succession in the family business, Journal Of Small Business Management. McCollom, M. (1990) – Problems and propspects in clinical research on family firms, Family Business Review, vol. III, nº3. Morgan, G. (1986) – Images Of Organization, Newbury Park, Sage. Rosenblatt, P. (1991) – The interplay of family system and business system in family farms during economic recession, Family Business Review, vol.IV, nº1. Rosenblatt, P. e outros (1985) - The Family In The Business: Understanding And Dealing With The Challenges Entrepreneurial Families Face, San Francisco, Jossey Bass Seymour, K. (1993) – Intergenerational relationships in the family firm: the effect on leadership succession, Family Business Review, vol.VI, nº3. Shanker, A. e Astrachan, J. (1996) – Myths and realities: family business contribution to the U.S. economy. A framework for assessing family business statistics, Family Business Review, nº9. Programa da Unidade Curricular – Ano Lectivo 2007/08 Sharma, P. (2004) – An overview of the field of family business studies: current status and directions for the future, Family Business Review, vol.17, nº1. Sharma, P., Chrisman, J. e Chua, J. - (1997) – Strategic management of the family business: past research and future challenges, Family Business Review, vol.X, nº1. Sonfield, M. e Lussier, R. 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