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This paper aims to present a new model of marketing analysis that is capable of using the embedded knowledge that sits untapped in the history of marketing thought to solve contemporary marketing problems – the conceptual-historical analytical research model (CHARM).

This paper outlines the evolution of historical analysis methods (HAM), along with critiques and enhancements of the prior processes offered by Savitt (1980), Nevett (1991) and Golder (2000). From these foundations, the paper outlines the components of the model of historical analysis, detailing the development of the analytical template design. It also details the four-step process of engaging structured revisits of past knowledge for contemporary problem-solving.

The CHARM for problem-solving in marketing is a knowledge-gathering system that informs marketing decisions addressing contemporary problems. This is achieved through the use of embedded knowledge from a corpus of historical texts.

This paper provides a method for future researchers to apply for replicable examination of historical texts and to assist intercoder reliability for multi-author history projects through the application of structured templates.

The CHARM for problem-solving in marketing is a knowledge-gathering system that informs marketing decisions addressing contemporary problems. This is achieved through the use of embedded knowledge from a corpus of historical texts.

The CHARM process applies a systematic protocol for engaging qualitative sources for historical analysis through preset data collection templates, structured analysis frameworks and definitional understanding templates for improved replicability. This paper presents a new model of approaching historical analysis through a problem-solving lens, whereby historical sources become the foundations for the solution to a problem, rather than just the literature review that identifies the presence of gap.

Ideally, quality should be, and is, an integral element of education, yet capturing and articulating quality is not simple. Programme quality reviews in third-level education can demonstrate quality and identify areas for improvement, offering many potential benefits. However, details on the process of quality programme review are limited in the literature. This study aims to report on the introduction of a standardised programme review process in one university.

Using a standardised template, the annual programme review (APR) process captured student voice, external examiner reports, statistical data and action/s since the previous review. Following completion of programme reviews across the university, the APR process was itself evaluated using questionnaires and focus groups.

Findings showed that the programme chairs understood the rationale for the review, welcomed the standardised format and felt the information could inform future programme planning. However, in the focus group, issues arose about the timing, ownership and possible alternate use of the data collected in the course of the review.

This case study demonstrates the experience of APR in a single third-level institution, therefore, limiting generalisability.

APR offers a comprehensive record of the programme that can be carried out with efficacy and efficiency. The study illustrates one institution’s experience, and this may assist others in using similar quality evaluation tools. Using APR allows quality to be measured, articulated and improved.

Using APR allows quality, or its lack to be to be measured, articulated and improved in the delivery of education at a third-level institution.

This study demonstrates the experience of the introduction of an APR process in one higher education institute. Programme review is an important and essential part of academia in the 21st century. At third level, quality assurance is, or should be, a central part of academic programmes and delivery. The review of the first implementation has provided valuable information that will inform future programme review processes. Academic programmes grow, evolve and need to be reviewed regularly. It is hoped that the information reported here will aid others developing academic review procedures.

This paper aims to assess the role of secrecy jurisdictions in providing supply-side stimulants for illicit financial flows from developing countries and how the tax havens structures shape the role of actors. Specifically focussing on decades of trade liberalisation and markets, and of increasingly rapid movement of people, capital and information across regions and around the globe, the paper draws on the political economy theory of globalisation to illuminate the connections between capital flight, money laundering and global offshore financial centres (OFCs).

The paper uses publicly available evidence to shed light on the role played by tax havens in facilitating money laundering, capital flight and corruption. The issues are illustrated with the aid of case studies.

The evidence shows that, in pursuit of organisational and personal interest, the tax havens create enabling structures that support illicit activities of the political and economic elites from developing countries. The paper further argues that the supply-side of corruption severely limits the possibilities of preventing corruption in developing countries.

The paper uses publicly available evidence to illuminate the role played by OFCs in facilitating elite corruption and money laundering practices.

It is impossible to quantify the volume of money laundered, but it has been estimated that money laundering may account for as much as 5% of the world economy.

The paper, therefore, suggests that unless this supply-side of corruption is tackled there is little prospect for an end to aid dependency and the creation of economically stable and democratic states in developing countries.

The paper examines predatory practices of the international financial industry in tax havens and OFCs in facilitating money laundering, corruption and capital flight and the challenges posed for the economic development of developing countries.

This paper aims to argue that the polarization index (φ) represents a valid loyalty measure for evaluating changes over time.

The brand performance measures (BPM) are a valid and useful tool for marketing managers in measuring the loyalty consumers attach, in a single time period, to a product or brand. However, the BPM reflect other attributes and not only loyalty. Over time, what might appear to be a change in loyalty may actually be a change in market size or market share. The polarization index (φ) is not biased in this manner and is more appropriate for evaluating changes over time. The study compares the results obtained with three well known BPM utilised for the analysis of loyalty – the purchase frequency, the share of category requirements and the repeat rate – with those obtained with the φ on the purchases of wine made by Italian consumers in the retail sector over two three‐year periods (2003‐2005 and 2006‐2008).

The study shows that the BPM are a fundamental source of information on the loyalty consumers attach to brands and products at one point in time. However, their strong relationship with market share risks providing results that do not reflect actual trends in loyalty. By comparison, φ provides a valid and useful analysis of the ways in which loyalty evolves over time.

Although several researchers have studied the uses of φ on one‐year and three‐year periods, none observed how the index offers more valid results than the BPM over time. The paper shows that marketing managers should always compare the results obtained with the BPM with those derived from the φ before drawing conclusions on the real loyalty trends of their products and brands.

We are pleased to publish in this issue an article by Mr. H. H. Bagnall, the recently retired City Analyst of Birmingham, who has for many years been a dominant figure in the world of public analysts. His annual reports have always attracted wide publicity, both for their originality in exposing “ tricks of the trade ” and for his comments, sometimes caustic, sometimes racy, on those who perpetuate such tricks. In his article, he looks backwards through the years to describe in his own inimitable style a few of the important cases he has figured in and we agree with him, that many others in the field of food administration and approaching the end of their public careers, could well emulate this example.

This study aims to aid theory building, the use of decision theory (DT) concepts in sustainable supply chain management (SSCM) research is examined.

An abductive approach considers two DT concepts, Snowden’s Cynefin framework for sense-making and Keeney’s value-focussed decision analysis, in a systematic literature review of 160 peer-reviewed papers in English.

Around 60 per cent of the papers on decision-making in SSCM come from operational research (OR), which makes explicit use of DT. These are almost all normative and rationalist and focussed on structured decision contexts. Some exceptions seek to address unstructured decision contexts via Complex Adaptive Systems or Soft Systems Methodology. Meanwhile, a second set, around 16 per cent, comes from business ethics and are empirical, behavioural decision research. Although this set does not explicitly refer to DT, the empirical evidence here supports Keeney’s value-focussed analysis.

There is potential for theory building in SSCM using DT, but the research only addresses SSCM research (including corporate responsibility and ethics) and not DT in SCM or wider sustainable development research.

Use of particular decision analysis methods for SSCM may be improved by better understanding different decision contexts.

The research shows potential synthesis with ethical DT absent from DT and SCM research.

Empirical behavioural decision analysis for SSCM is considered alongside normative, rational analysis for the first time. Value-focussed DT appears useful for unstructured decision contexts found in SSCM.

Empirical, behavioural decision analysis for SSCM is considered alongside normative rational analysis for the first time. Value-focussed DT appears useful for unstructured decision contexts found in SSCM.

This paper aims to compare the nature of three different business and management education (BME) research streams (online/blended learning, entrepreneurship education and experiential learning), along with their citation sources to draw insights on their support and legitimacy bases, with lessons on improving such support and legitimacy for the streams and the wider BME research field.

The authors analyze the nature of three BME research streams and their citation sources through tests of differences across streams.

The three streams differ in research foci and approaches such as the use of managerial samples in experiential learning, quantitative studies in online/blended education and literature reviews in entrepreneurship education. They also differ in sources of legitimacy recognition and avenues for mobilization of support. The underlying literature development pattern of the experiential learning stream indicates a need for BME scholars to identify and build on each other’s work.

Identification of different research bases and key supporting literature in the different streams shows important core articles that are useful to build research in each stream.

Readers will understand the different research bases supporting the three research streams, along with their targeted audience and practice implications.

The discovery of different support bases for the three different streams helps identify the network of authors and relationships that have been built in each stream.

According to the authors’ knowledge, this paper is the first to uncover differences in nature and citation sources of the three continuously growing BME research streams with recommendations on ways to improve the support of the three streams.

The primary goal of a startup is to find a viable business model that can generate value for its customers while being effectively captured by the startup itself. This business model, however, is not easily defined, being a consequence of the application of tools involving trials, data analyses and testing. The Lean Startup (LS) methodology proposes a process for agile and iterative validation of business models. Given the popularity and importance of such methodology in professional circles, the purpose of this paper is to conduct a historical literature review of existing academic and professional literature, correlating LS concepts and activities to previous theory and alternative business model validation methods.

A historically oriented systematic literature review employing snowball sampling was conducted in order to identify academic and professional literature and references for iterative validation of business models. A total of 12 scholarly journals and professional magazines dealing with strategy, innovation, entrepreneurship, startups and management were used as data sources. The extensive literature review resulted in 963 exploratory readings and 118 papers fully analyzed.

The results position the LS as a practical-oriented and up-to-date implementation of strategies based on the Learning School of strategy making and the effectuation approach to entrepreneurship; the authors also identify a number of methods and tools that can complement the LS principles.

This paper identified and synthesized the scientific, academic and professional foundations that precede, support and complement the main concepts, processes and methods advocated by the LS methodology.

Entrepreneurship and disability are discordant because of the assumption that the former is only meant for non-disabled people. Drawing on the capability, agency/structure and social exclusion theories, this study examines the lived experiences of physically challenged women entrepreneurs in the Sekondi-Takoradi Metropolis, Ghana.

The study used a qualitative approach, involving in-depth interview and observation to solicit the views of six physically challenged women entrepreneurs in the Metropolis.

The study found that the physically challenged women consider themselves as women with entrepreneurial minds, capable of actualising and achieving their entrepreneurial well-being, by functioning and proving their capabilities and having the capacities to choose and act independently. The study also found that the structures (physical self, socio-economic, cultural and attitudes, etc.) that confront the women reinforce their capabilities as physically challenged women entrepreneurs. It further found that for these women, being a physically challenged woman entrepreneur demands that one should have self-belief capabilities and being high self-esteem regardless of one’s challenges.

The study is an original submission that makes contributions towards understanding and appreciating the perspectives and lived experiences of capable physically challenged women entrepreneurs in a developing country. There have been studies on women entrepreneurs in Ghana but not specifically on physically challenged women entrepreneurs. This study addresses that gap.