The Succession Planning of Family-Own Merchandising Business in Davao De Oro: A Multiple Case Study


Authors : JULIUS C. GETIGAN

Volume/Issue : Volume 9 - 2024, Issue 6 - June


Google Scholar : https://tinyurl.com/mr3xbxp9

Scribd : https://tinyurl.com/2p9juwd8

DOI : https://doi.org/10.38124/ijisrt/IJISRT24JUN1291

Note : A published paper may take 4-5 working days from the publication date to appear in PlumX Metrics, Semantic Scholar, and ResearchGate.


Abstract : This qualitative multiple case study aimed to explore strategies that managers/owners of family-owned businesses used to prepare future generations to assume managerial roles in the business. They were chosen through maximum variation sampling. The experiences and coping strategies of the five cases were examined using in-depth interviews. Triangulations of the gathered data was done in each case by interviewing their family members and friends and examination of historical documents. It was analyzed using thematic analysis resulting to five emergent themes on merchandizing business as regards succession planning: business continuity, hands-on training, formal education and coaching, motivational leadership, and job description formulation. The emergent themes for coping mechanism included the following: learning by doing, transparent selection process, and crisis management strategy. The five cases were not generally similar as there were only two cases who have similar declaration on their experiences on merchandizing business as regards to succession planning. As regards their coping strategies, one of the five cases adopted some approaches different from the rest of the cases.

Keywords : Business Management, Succession Planning, Family-Owned Merchandizing, Multiple Case Study, Philippines

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  116. Francis, J., Johnston, M., Robertson, C., Glidewell, L., Entwistle, V. Eccles, M., & Grimshaw, J. M. (2010). What is an adequate sample size? Operationalizing data
  117. Frels, R. K., & Onwuegbuzie, A. J. (2013). Administering quantitative instruments withqualitative interviews: A mixed research approach. Journal of Counseling &Development, 91(2), 184–194. http://dx.doi.org/10.1002/j.1556-6676.2013.00085
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  120. Gallo, E. (2013). Investing in future generations: Evolution of the business skills trust.Journal of Financial Planning, 26(6), 44–-45. Retrieved from http://www.fpanet.org/journal
  121. “Organizational Silence and Organizational Commitment among Full-time Employees of the University of the Immaculate Conception” Yet to be published on The Ledger (The Official Journal of UIC’s Accountancy and Business Administration Research)
  122. “Investigating Consumer Preferences in Selecting Buffet Restaurants in Davao Region, Philippines”
  123. Published: October 09, 2017 through TAF Publishing Journal of Administrative and Business Studies “The Use of Technological Gadgets Among Online Sellers in Davao City”
  124. Published: March 2018 The Ledger (The Official Journal of UIC’s Accountancy and Business Administration Research)  “Corporate Practices and Personal Satisfaction of the Aces Polytechnic College”
  125. Published: February 20, 2014 PAIR Book of Abstracts SEMINARS/TRAININGS/FORA/RESEARCH CONFERENCES ATTENDED Graduate Program’s Research Celebration 5th Business and Governance Week – Ateneo de Davao University (January 27, 2018)
  126. ETEEAP Training-Workshop for Assessors of ETEEAP Deputized HEIs (November 16-17, 2017 Business NGO Forum – Department of Social Welfare and Development (November 13, 2017)
  127. Dental Service/Resource Sharing – UIC Community Development Center (November 07, 2017)
  128. POPCEN 2015 Regional Data Dissemination Forum – Philippine Statistics Authority (October 30, 2017)
  129. Researching and Developing for Humanity – Global Illuminators (September 29-30, 2017)
  130. ETEEAP Benchmarking – University of Southeastern Philippines (September 26, 2017)
  131. ISO 9001:2015 Internal Quality Audit – University of the Immaculate Conception (April 24- 26, 2017)
  132. In-service Forum for Middle Administrators – University of the Immaculate Conception (January 31, 2017)
  133. Outcomes-Based Education Icon 2016- Spady and Uy Center for Transformational Learning and Leadership Inc. (November 3-4, 2016)
  134. Safety and Disaster Management Training/Workshop – University of the Immaculate Conception (September 10 & 24, 2016)
  135. Training on Converting Research into the Publishable Paper – UIC Research, Publication and Innovation Centre (August 02, 2016)
  136. In-Service Training for the Experienced and Expert Teachers – University of the Immaculate Conception (July 27, 2016)
  137. Blended Learning Seminar – University of the Immaculate Conception – June 26, 2016
  138. Foundation Course on Intellectual Property – Intellectual Property Office of the Phils. and UIC (May 26-27, 2016)
  139. In-Service Training: Designing Assessments for Student Learning Outcomes – University of the Immaculate Conception (May 6-7, 2016)
  140. Training Workshop on Ethnography as an Approach to Qualitative Research – Philippine Association of Institutions for Research, Inc. (November 30 – December 03, 2015)
  141. Seminar on Intelligent Investing – Finance Department, SBG, ADDU and Association of Finance Educators in Mindanao (April 24, 2015)
  142. Seminar-Workshop on Structural Equation Modeling (SEM) – University of the Immaculate Conception (February 04, 2015)
  143. Training on Research Pedagogy: Trends and Best Practices – Philippine Association of Institutions for Research, Inc. (November 6-7, 2014)
  144. Hands-on Session of the Geographical Information System (GIS Seminar-Workshop – UIC Research and Publication Center (July 09, 2014)
  145. Faculty Formation Session – University of the Immaculate Conception (February 19, 2014)
  146. Emotional Quotient and Psycho-Spiritual Integration Program – University of the Immaculate Conception (February 09, 2014)
  147. National Academic Conference on Multidisciplinary Research – Philippine Association of Institutions for Research, Inc. & Davao Colleges and Universities Network (February 6-7, 2014)
  148. Seminar on New Challenges in Business and Management – UIC Doctor in Business Management Program and Accountancy and Business Administration Program (February 02, 2014)
  149. Seminar/Writeshop on Table of Specifications – University of the Immaculate Conception (November 06, 2013)
  150. Professional Selling Skills – Spearhead Training (July 09-10, 2013)

This qualitative multiple case study aimed to explore strategies that managers/owners of family-owned businesses used to prepare future generations to assume managerial roles in the business. They were chosen through maximum variation sampling. The experiences and coping strategies of the five cases were examined using in-depth interviews. Triangulations of the gathered data was done in each case by interviewing their family members and friends and examination of historical documents. It was analyzed using thematic analysis resulting to five emergent themes on merchandizing business as regards succession planning: business continuity, hands-on training, formal education and coaching, motivational leadership, and job description formulation. The emergent themes for coping mechanism included the following: learning by doing, transparent selection process, and crisis management strategy. The five cases were not generally similar as there were only two cases who have similar declaration on their experiences on merchandizing business as regards to succession planning. As regards their coping strategies, one of the five cases adopted some approaches different from the rest of the cases.

Keywords : Business Management, Succession Planning, Family-Owned Merchandizing, Multiple Case Study, Philippines

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