The State of Diversity, Equity & Inclusion in Business School Case Studies
The State of Diversity, Equity & Inclusion in Business School Case Studies
Genevieve Smith
University of California, Berkeley
Kellie McElhaney
University of California, Berkeley
Diana Chavez-Varela
University of California, Berkeley
Case studies – using real-life business situations or imagined business scenarios – are a key pedagogical
tool for instruction within management education programs that inform students about business processes,
decision making, strategy, and leadership and management challenges. However, published case studies
used in business schools globally primarily include White male protagonists and do not incorporate key
topics related to diversity, equity and inclusion (DEI). This study analyzes trends in the identity/ies of
protagonists in case studies, as well as in topics related to DEI. Limitations and implications for case study
authors and faculty, business schools and case study publications are also discussed.
Keywords: diversity, equity, inclusion, management education, case studies, business schools
INTRODUCTION
Case studies – using real life business situations or imagined business scenarios – are a key pedagogical
tool for instruction within management education programs. Case studies are effective and important
teaching tools that inform students about business processes, decision making, strategy, and leadership and
management challenges. The extent to which case studies are used varies among schools, with Harvard
leading the way at an estimated 80% of teaching in its MBA program delivered through case studies as of
2012 (Byrne, 2012). However, published case studies used in business schools globally primarily include
White male protagonists (Moules, 2018) and often do not incorporate key topics related to diversity, equity
and inclusion (DEI) that are critical for businesses in an increasingly interconnected world and society.
Furthermore, while there has been some effort to enhance the number of case studies with diverse
protagonists in particular, this does not necessarily translate to an increased use of these types of case studies
in classroom settings as professors often use the same case studies over time.
This study presents an analysis of trends in 1) DEI-related case studies and 2) case studies with diverse
protagonists. In discussing diversity, we define diversity as incorporating the wide variety of shared and
different personal and group characteristics among human beings, including but not limited to race,
ethnicity, gender, age, ability, religion, sexual orientation, and socio-economic status. The study was
conducted following the creation of a case compendium developed by the Center for Equity, Gender, and
LITERATURE REVIEW
Why Do Business Schools Need More Case Studies With Diverse Protagonists & Case Studies on
DEI Topics?
The lack of diverse protagonists in cases perpetuates and reinforces a status quo in which traditional
business leaders are primarily both male and White. This perpetuates the idea that men are at the center of
business and unintentionally depicts strong business leadership as masculine. Showing one model of
leadership implicitly signals that women are not suited for leadership and deprives students of alternative
role models for leadership identities (Symons & Ibarra, 2014). Further, even when cases have protagonists
that are not White men, case studies often perpetuate harmful stereotypes and gender norms such as women
depicted as more emotional, less visionary and less agentic than men (Soule, et. al, 2019; Sharen &
McGowan, 2018). Graduate students exposed to case studies with diverse business leaders may benefit
from a role model effect in which students relating to those diverse leaders can have better self perceptions
and are more confident, as well as perform better (Ammerman, et. Al, 2019).
The lack of case studies on DEI topics has implications for preparing students adequately for their
corporate leadership roles. There are various business benefits for organizations and individuals to promote
DEI. While this brief will not delve into the business case for diversity, at its core, increasing diversity at
organizations is associated with increased financial performance, innovation, and productivity, among other
benefits (Center for Equity, Gender, and Leadership, 2020). In addition, more equitable organizations can
reduce the incidence of sex-based and other forms of harassment, and thus the associated costs, including
reductions in workers’ productivity, loss of workers who quit or transfer in the face of harassment and
reduced ability to recruit top talent due to reputational damage. Interestingly – and more specific to gender
– promoting gender equity and changing the definition of manhood might also help organizations behave
more ethically and improve their long-term returns (Kennedy & Kray, 2014). Beyond promoting DEI in
the workplace, companies can also benefit from promoting DEI in their supply chains, as well as in the
marketing, sales and distribution of products and services. For example, Unilever’s purpose driven brands
(which are linked to social purposes related to DEI and/or environmental sustainability) are growing 69%
faster than the rest of the business and delivering 75% of the company’s growth (Unilever, 2019). As an
additional example, Google has and continues to expand its positions with a focus on “equity” across
business functions. Teams (some new and several expanding) include, for example: Equity engineering,
Inclusive products, Machine Learning Fairness, D&I, and more. The rapid expansion of positions linked to
equity include HR / DEI but span beyond. In the Bay area, technology is linked to various implications for
equity and inclusion alongside risks and businesses for opportunities. This is further reflected in the 2019
METHODOLOGY
The objective of this research was to identify, categorize and analyze case studies with diverse
protagonists and case studies that build “equity fluency” by focusing on DEI-related topics. Specifically,
we sought to evaluate the trends and gaps among these case studies and present implications for writers of
cases, faculty, students, and companies.
FINDINGS
TABLE 1
DIVERSE PROTAGONISTS CASE STUDIES: IDENTITY/IES OF PROTAGONISTS
Disciplines
The majority of disciplines that included diverse protagonists were Human Resources / Organizational
Behavior (40%), Entrepreneurship (25.58%), Marketing (8.37%), General Management (6.51%), and
Business Ethics (5.12%). None of the case studies included disciplines of Business Information Systems,
Law, and Political Economy.
TABLE 2
DIVERSE PROTAGONIST CASE STUDIES: DISCPLINE
Industries and Sectors Number of occurrences in 215 Percentage of 215 cases (%)
cases (#)
Natural Resources and Mining 4 1.86%
Construction 1 0.47%
Manufacturing 19 8.84%
Trade, Transportation, and Utilities 32 14.88%
Information 36 16.74%
Financial Services 47 21.86%
Professional and Business Services 23 10.70%
Education, Health Services, and 18 8.37%
Social Assistance
Leisure and Hospitality 8 3.72%
Other services (except Public 0 0.00%
Administration)
Public Administration 8 3.72%
N/A 12 5.58%
Geographic Breadth
We categorized the case studies based on geography and country of focus. Cases where the scenario
was focused on 2 or more countries were categorized as Global (7.91%). Although most retrieved cases
took place in the United States (66.05%), cases focused internationally mostly took place in Switzerland
(2.33%), India (1.86%), and Japan (1.86%). Some case studies (11.63%) did not disclose a particular
geographical location.
TABLE 4
DIVERSE PROTAGONIST CASE STUDIES: GEOGRAPHIC BREADTH
Identity/ies of Focus
We explored the identity/ies that case studies focused on. For example, was the case study focused on
issues specifically related to women, to African Americans, or perhaps to individuals with lower socio-
economic status? The most common identity of focus in DEI-related cases is “gender” (40.93%) followed
by race / ethnicity (20.00%), and sexual orientation (15.35%). In 6.05% out of 215 case studies the identity
of focus includes both gender and race / ethnicity diversity. Only 2.33% of case studies include discussions
related to diversity of abilities, first-generation / immigration status or socio-economic status. None of the
cases include veterans as an identity of focus. Many of the case studies (30.23%) discussed DEI-related
challenges and opportunities at a high level without focusing on particular identity/ies.
TABLE 5
DEI-RELATED CASE STUDIES: IDENTITY/IES OF FOCUS
Target Segment/Population
This category was created to analyze trends in the target population or segment that the case study
focuses on. The most common target segments / populations include entry and mid-level employees in the
Workplace (54.88% of DEI-related cases), Corporate Boards / Leadership (15.35%), followed by
Marketplace (10.23%), General Population (7.91%), and Entrepreneurs (5.12%). The case studies that
focused on entry and mid-level employees in the workplace generally addressed a specific DEI challenge
TABLE 6
DEI-RELATED CASE STUDIES: TARGET SEGMENT/POPULATION
Target Segment / Population of Number of occurrences in 215 Percentage of 215 cases (%)
the Case Study cases (#)
Workplace 118 54.88%
Corporate Board/leadership 33 15.35%
Marketplace 22 10.23%
Supply chain 3 1.40%
Investors 2 0.93%
Entrepreneurs 11 5.12%
General Population 17 7.91%
Unions 2 0.93%
Academic Leadership 4 1.86%
Students 6 2.79%
Military Official 1 0.47%
N/A 11 5.12%
Topics
To analyze trends related to topics of DEI-related case studies, we categorized DEI-related topics in
the following high-level buckets: Diverse Board / org Leadership Gaps / Solutions, Diverse Employee
Representation Gaps / Solutions, Compensation & Benefits, CSR / Foundations, Culture, Diversity and
Entrepreneurship Gaps / Solutions, Diversity-Informed Branding / Marketing, Diversity-Informed
Investment & Partnerships, Diversity-Informed Product Development / Services, Labor Rights /
Governmental Policy, Navigating Personal Career, and Violence and Harassment.
The five most common primary topics in DEI-related case studies are culture (in 34.88% of case DEI-
related case studies), followed by Diverse Employee Representation Gaps / Solutions (21.40%), Navigating
Personal Careers (8.84%), Compensation and Benefits (7.44%), Diversity and Entrepreneurship Gaps /
Solutions (6.98%), Diverse Board / Organizational Leadership Gaps / Solutions (6.51%), and Diversity-
informed Branding / Marketing (4.19%). Of the 215 DEI-related case studies, the least common topics
include Labor Rights (0.47%), CSR / Foundations (2.79%), and Violence and Harassment (4.65%). We
define organizational culture, following the Society for Human Resource Management (SHRM), as
consisting of shared beliefs and values established by leaders and then communicated and reinforced
through various methods, ultimately shaping employee perceptions, behaviors and understanding.
For each case study, we also categorized and analyzed DEI sub topics. The sub-topics included:
Allyship, Changing Norms, Childcare/Eldercare, Discrimination & Unconscious bias, Dual Career Couple,
Economic Empowerment, Hiring & Recruiting Practices, Mentorship & Sponsorship, Parental Leave, Pay
Equity, Professional Development Programs for Diverse Employees/ERGs, Promotion & Evaluation
Practices, Quotas and Incentives, Retention of Older/ Younger Employees, Return to Work, Sexual or
Verbal Harassment, Strategy, Work-life Balance & Flexible Work, Other, and N/A.
The most common sub-topics include Strategy (14.88 % of DEI-related cases), Hiring and Recruiting
(16.28%), Discrimination and Unconscious Bias (15.35%). Many of the case studies were categorized as
“N/A” (31.63%). Given our analysis was based on the abstracts of case studies (as outlined in the
methodology section), it was not always clear or obvious what the sub-topic(s) were or if the case study
had subtopics beyond the primary topic, hence being categorized as N/A. The least common sub-topics
included Changing Norms (3.72%), Allyship (3.26%), Quotas (2.33%), Parental Leave (2.79%), Pay Equity
(1.86%), Retention of Older / Younger Employees (1.86%), Childcare / Eldercare (1.40%), and Dual Career
Couple (0.47%). All of these topics are prevalent in popular discourse, corporate reports and media which
further highlights a gap between trends in industry / society and business school case studies.
Disciplines
The majority of the cases focused on DEI-related issues are in the disciplines of Human Resource
Management / Organizational Behavior (58.60%) and General Management (11.16%). Entrepreneurship
(8.84%) and Marketing (6.05%) were also some of the most common disciplines in the case studies. Among
the least common disciplines, 0.93% of the case studies had the discipline of Supply Chain. Furthermore,
0.47% had the discipline of Economics as well as International Business.
Geographic Breadth
We categorized the case studies based on geography and country of focus. Cases where the scenario
was focused on 2 or more countries were categorized as Global (13.02%). Although most retrieved cases
took place in the United States (46.51%), cases focused internationally mostly took place in Asia. Out of
215 DEI-related case studies, 5.58% of cases mentioned a company based in India and/or with locations in
India. Some case studies (18.60%) did not disclose a particular geographical location.
TABLE 10
DEI-RELATED CASE STUDIES: GEOGRAPHIC BREADTH
TABLE 11
DEI-RELATED CASE STUDIES: INDUSTRIES AND SECTORS
Industries and Sectors Number of occurrences in 215 Percentage of 215 cases (%)
cases (#)
Natural Resources and Mining 3 1.40%
Construction 0 0.00%
Manufacturing 16 7.44%
Trade, Transportation, and 30 13.95%
Utilities
Information 32 14.88%
Financial Services 46 21.40%
Professional and Business Services 26 12.09%
Education, Health Services, and 9 4.19%
Social Assistance
Leisure and Hospitality 5 2.33%
Other services (except Public 1 0.47%
Administration)
Public Administration 13 6.05%
N/A 31 14.42%
LIMITATIONS
During the discovery, selection, and categorization process of the research, we encountered various
limitations. First, our list of DEI-related case studies and case studies with diverse protagonists is not
DISCUSSION
Identity/ies of Focus
There is a lack of cases with protagonists that are not White men. Of the approximately 19,000 cases
on HBP, which houses the vast majority of cases used globally, it is difficult to make estimates on cases
with diverse protagonists but we do find some indications. Approximately 1.3% of cases on HBP appear in
searches for “African American” or “Black”. When searching terms on Harvard Business School Publishing
we found 1,826 cases (or 9.45% of total cases) appearing for “woman”, “gender” and “she”.
The majority of cases catalogued with diverse protagonists focus on White women. The most common
diverse protagonist cases are on White women followed by men of color. Out of 215 cases, 83.72% portray
a protagonist representing gender diversity (i.e. female protagonist) and 28.84% highlight a protagonist
representing race / ethnicity diversity (i.e., under-represented minority (URM)). Several cases have a
protagonist that is both female and a URM (18.60%). Among cases with diverse protagonists, only 4.65%
of cases included a protagonist that identifies as being LGBTQ.
The most common identity of focus in DEI-related cases is gender (40.93% of 215 cases) followed by
race / ethnicity (20%). Few cases (6.05%) focus on DEI-related issues and opportunities for both race and
gender. Many DEI-related cases do not specify a particular identity/ies of focus (30.23%). Identities beyond
gender (particularly cis female) and/or race are lacking, with some identities few and far between. In the
DEI-related case studies, only 2.33% of case studies include discussions focused on diversity of abilities
and immigrant / first-generation, and socio-economic diversity. Only 1.40% of the cases focus on
identity/ies related to asylee and refugee diversity. No cases include veterans as an identity of focus.
Among cases focused on Socio-economic status, the majority discuss poverty alleviation programs,
underserved communities, loans for low-income women entrepreneurs, and candidates from various “social
and cultural backgrounds.” Among cases addressing diversity in terms of Sexual Orientation, most mention
the topic broadly. Although some cases mention Age diversity broadly, five cases depict scenarios centered
on the recruitment/retention of younger and older employees, the role played by older/younger executives,
generational diversity, and where young couples face a career decision.
Disciplines
The most common discipline among the DEI-related case studies is Human Resource Management /
Organizational Behavior (58.60%), followed by General Management (11.16%). Among the cases with
diverse protagonists, Human Resources / Organizational Behavior is also the most common discipline by
far (40.00% of 215 cases). The second most common discipline in the cases with diverse protagonists is
Entrepreneurship (25.58% of cases). Only 8.84% of DEI-related cases are on topics of Entrepreneurship.
Among diverse protagonists, 9.47% are on Marketing, for DEI-related cases 6.05% are on Marketing.
Geography
Of the 215 DEI-related Case Studies, 46.51% take place in the United States while only 13.48% have
a global focus. Similarly, 66.05% of 215 cases with diverse protagonists take place in the United States.
Outside of the United States, the majority of DEI-related Case Studies focused internationally mostly take
place in India (5.58%). Outside of the US, the next most common cases with diverse protagonists took place
in Switzerland (2.33%), Japan, and India (both at 1.86%).
Perpetuation of Stereotypes
In addition to the lack of diversity profiles and DEI-related topics, it is important to explore the content
of cases, including language used to describe protagonists and scenarios. Indeed, many case studies
inadvertently reinforce harmful stereotypes and gender norms. A study examining case studies taught in
Stanford’s MBA Core Curriculum, found that 16% of the protagonists were female; but more, these cases
were also primarily in “pink” industries (Soule, et. al, 2019). Soule et. al also found that cases with female
protagonists reinforced stereotypes of women as communal and men as agentic. The authors found other
stereotypes reinforced in cases related to race, national origin and age as well. Similar findings were
identified in study by Sharen & McGowan (2018), which found that 20% of business school case studies
among their sample had female protagonists and those females were represented as emotional, cautious,
overwhelmed and less visionary, action-oriented, and innovative than men. In addition, female
protagonists’ credentials were mentioned more frequently as opposed to their male colleagues. Moreover,
a quarter of the reviewed case studies involved a scenario where a female protagonist questions her
competence. However, male protagonists did not have the same scenarios.
While we did not analyze text of the case studies as part of this scope, we saw how harmful norms and
stereotypes are perpetuated in cases. Indeed, in some retrieved cases, characters’ descriptions of gender,
race, and ethnicity are presented in problematic ways. For instance, the case study titled “Carmichael
Roberts: To Create a Private Equity Firm?” (Rogers & Cooper, 2017), the authors describes the protagonist
as a “rare African-American venture capitalist” instead of “an African-American venture capitalist.” The
author’s selection of the word “rare” may be in reference to fewer venture capitalists that identify as
African-American, yet defining an African American as “rare” can unintentionally commodify the
protagonist.
In another instance, the case study titled “Organizational Behavior: Management Diversity in the Large
Corporation” (Carter, 1993) has language that stereotypes women, Black people, Asians, and Hispanics in
the description by mentioning “How do you manage talented people that are different from the typical
corporate profile like women, blacks, Asians, Hispanics and others?” This case presents diverse individuals
as ‘atypical’ and as ‘others’ requiring different management approaches. The case also mentioned, “ways
that women and minorities can take responsibility for their own success in the corporate environment.”
Lastly, the case study, “Director’s Dilemma: Balancing Between Quality and Diversity” (Deb & Sharma,
2017) perpetuates the common narrative of diversity as an exception in admissions acceptances, working
against “quality”. The case study mentions “One of [the major concerns in the mind of the director of
IMPLICATIONS
This research has revealed various gaps and opportunities in case studies used in business school
curriculum. The workplace and business world is increasingly diverse and dynamic. Based on this analysis,
there are implications for case study authors and faculty, business schools and case study publications. We
outline the implications and recommendations below.
CONCLUSION
It is critical that the education system is able to respond to the needs of its students and the evolving
business needs, as well as the world more broadly. There is both a gap and an opportunity related to business
school case studies. Advancing equity fluency among current and future business leaders is critical for
sustainable, successful businesses in an increasingly interconnected world.
ACKNOWLEDGMENTS
This paper benefitted from the helpful review of Professor Laura Kray at the University of California,
Berkeley. We would also like to acknowledge the broader team at the Center for Equity, Gender, and
Leadership at Berkeley Haas for their support.
REFERENCES
Ammerman, C., Trumbore, A., & Ajayi-Ore, L. (2019, June 24). The case for female protagonists.
Harvard Business Publishing Education. Retrieved from https://hbsp.harvard.edu/inspiring-
minds/the-case-for-female-protagonists
Byrne, J. (2012, November 18). How the world’s top business schools teach their students. Poets &
Quants. Retrieved from https://poetsandquants.com/2012/11/18/how-the-worlds-top-business-
schools-teach-their-mbas/
Learning Objective
The majority case studies included the learning objective of the case study, which was also utilized to
analyze and categorize its Target Segment, Identity/ites of Focus, Main Diversity and Inclusion Topic, and
Geographic location. When case studies did not include a learning objective, the description of the case
study was mostly utilized to determine such information.
Discipline
Accounting and Finance, Business and Government Relations, Business Ethics, Business Information
Systems, Economics, Entrepreneurship, Finance, General Management, Information Systems, International
Business, Marketing, Operations Management, Human Resource Management / Organizational Behavior,
and Strategy.
Identity/ies of Protagonists
Age Diversity, Asylee/Refugee Diversity, Gender Diversity, Immigrant/First-generation Diversity,
Physical and Psychological Diversity, Political Views Diversity, Racial/Ethnic Diversity,
Religious/Spiritual Diversity, Sexual Orientation Diversity, Socio-economic Diversity, N/A. To avoid
excluding certain diversity identities, categories such as “Age Diversity”, “Gender Diversity”, “Religious
Diversity” were created. Although it is not an exhaustive list of all possible identities a person can relate to,
this section was done with the aim of understanding trends and gaps in the way profiles are portrayed in
case studies. To ensure the research was the least biased as possible, each case study was categorized based
on the description provided. Given that it is not possible to accurately define a protagonists’ gender,
religion, and age based on a search engine search, the categories of “Religious Diversity”, ”Political
Diversity”, “Refugee/Asylee Diversity” etc were not selected unless the description disclosed this
information. If we were unable to confirm such information, we did not include the category.
Industry
Our list for Industry Sector was retrieved from the United States Department of Labor which grouped
industries in the United States into ten main categories including: Natural Resources and Mining,
Publishers’ Name
ABI/Inform Global, Asian Case Research Journal, Asian Case Research Journal, Babson College Case
Studies, Berkeley Haas School of Business, Business Case Journal, Business Source Complete, California
Management Review, Darden Business Publishing, Emerald Insight Case Studies, Harvard Business
Publishing, IMD Case Studies, Ivey Cases (University of Western Ontario Free Cases), Journal of Business
Case Studies, Journal of Business Cases and Applications, Journal of Case Research in Business and
Economics, Journal of Information Technology Teaching Cases, LearningEdge at MIT Sloan, MarketLine
Advantage, Stanford Business School Case Database, The Asian Business Case Centre, and The Case
Center.