Research & Publications
Our surveys and inventories have been used by both the business community to promote change and development and by the academic community to better understand the causes and outcomes of behavior within organizations.
The items below includes books, articles, research briefs, reports, and dissertations that describe either the reliability and validity of our products or ways in which our products have been used. Some articles are available on our website, while others are not due to copyright. Copies of books and research reports can be obtained by contacting the publishers; copies of articles can be obtained through university libraries or the inter-library loan system; and copies of dissertations can be obtained by contacting UMI Dissertation Services (phone: +1-800-521-0600; website: www.ProQuest.com).
RESEARCH BRIEFS
The framework, language, and understanding gained through implementing the OCI-OEI will help leaders, integration teams, and other subgroups practice and demonstrate constructive behaviors and interact more effectively.
Quick links
- ACUMEN® Leadership WorkStyles™ (LWS)
- Bushfire Survival Situation™
- Cascades Survival Situation™
- Constructive Negotiations Challenge™
- Critical Thinking Challenge™
- Culture for Diversity Inventory™
- Desert Survival Situation™
- Ethical Decision Challenge™
- Group Styles Inventory™ (GSI)
- Leadership/Impact® (L/I)
- Life Styles Inventory™ (LSI)
- Management Effectiveness Profile System™ (MEPS)
- Management/Impact® (M/I)
- Observer’s Guide™
- Organizational Culture Inventory® (OCI®)
- Organizational Effectiveness Inventory® (OEI)
- Performance Management Challenge™
- Project Planning Situation™
- Stress Processing Report™ (SPR)
- Subarctic Survival Situation
ACUMEN LEADERSHIP WORKSTYLES (LWS)
Leslie, Jean Brittain. Feedback to Managers: A Guide to Reviewing and Selecting Multirater Instruments for Leadership Development (4th ed.). Center for Creative Leadership (2013). DOI: https://doi.org/10.35613/ccl.2013.2038 [PDF]
McCabe, Melissa. “360-Degree Feedback: A Personal Case Study.” Paper presented at the 26th Annual Meeting of the Minds Conference, Rochester, MI, USA, May 2017. [PDF]
Wiley, Donna L. “Developing Managers in the Former Soviet Union.” International Studies of Management & Organizations, 24, no. 4 (1994): 64-82. DOI: https://doi.org/10.1080/00208825.1994.11656645
BUSHFIRE SURVIVAL SITUATION
Thomas-Hunt, Melissa C., and Katherine W. Phillips. “When what you know Is not enough: Expertise and gender dynamics in task groups.” Personality and Social Psychology Bulletin, 30, no. 12 (2004): 1585–1598. DOI: https://doi.org/10.1177/0146167204271186 Summary articles: Kellogg-Northwestern and NYTimes
CASCADES SURVIVAL SITUATION
Szumal, Janet L. “How to Use Group Problem Solving Simulations to Improve Teamwork.” In The 2000 Team and Organization Development Sourcebook, edited by Mel Silberman and Patricia Philips, McGraw Hill (2000). [PDF]
Szumal, Janet L. “Four Steps to Building Better Teams.” In The 2001 Team and Organization Development Sourcebook, edited by Mel Silberman and Patricia Philips, McGraw Hill (2001). [PDF]
CONSTRUCTIVE NEGOTIATIONS CHALLENGE
Szumal, Janet L. “How to Use Group Problem Solving Simulations to Improve Teamwork.” In The 2000 Team and Organization Development Sourcebook, edited by Mel Silberman and Patricia Philips, McGraw Hill (2000). [PDF]
Szumal, Janet L. “Four Steps to Building Better Teams.” In The 2001 Team and Organization Development Sourcebook, edited by Mel Silberman and Patricia Philips, McGraw Hill (2001). [PDF]
CRITICAL THINKING CHALLENGE
Jeris, Laurel H. An Empirical Study of the Relationship Between Team Process Interventions and Double-Loop Learning. [Doctoral dissertation]. Northern Illinois University (1997).
CULTURE FOR DIVERSITY INVENTORY
Whitfield, Gwendolyn and Robert Landeros. “Supplier Diversity Effectiveness: Does Organizational Culture Really Matter?” The Journal of Supply Chain Management, 42, no. 4 (2006): 16-28. DOI: /10.1111/j.1745-493X.2006.00019.x [PDF]
DESERT SURVIVAL SITUATION
Dabbs, J. M. & Ruback, R. B. (1987). Dimensions of group process: Amount and structure of vocal interaction. In Berkowitz. L. (Ed.), Advances in experimental social psychology, Volume 20. San Diego CA: Academic Press, 123-170.
Dyer, W. G. (1987). Team building: Issues and alternatives (2nd ed.). Reading, MA: Addison-Wesley, p. 75.
Hauber, J., Regenbrecht, H., Hills, A., Cockburn, A., and Billinghurst, M. (2005). Social presence in two- and three-dimensional videoconferencing. In Proceedings of the 8th annual international workshop on presence. London, 189-198
Prebble, R. (2006). Out of the red. Rotorua NZ.
Silberman, M. L. (1990). Active training: A handbook of techniques, designs, case examples, and tips. New York, NY: Lexington, pp. 100-101.
Witte, E. H. (2007). Toward a group facilitation techniques for project teams. Group Processes and Intergroup Relations., 10, 299-309.
ETHICAL DECISION CHALLENGE
Szumal, J. L. (1995). An examination of the multiple-level effects of gender and race on group problem solving. Ph.D. dissertation. Chicago, IL: University of Illinois at Chicago.
GROUP STYLES INVENTORY (GSI)
Jeris, L. H. (1997). An empirical study of the relationship between team process interventions and double-loop learning. Ph.D. dissertation. DeKalb, IL: Northern Illinois University.
LEADERSHIP/IMPACT (L/I)
Fuda, P. (2013). Leadership Transformed: How Ordinary Managers Become Extraordinary Leaders. New York, NY: New Harvest.
Masi, R. J., & Cooke, R. A. (2000). Effects of transformational leadership on subordinate motivation, empowering norms, and organizational productivity. International Journal of Organizational Analysis, 8, 16-47.
Szumal, J.L. (2002). The essence of leadership.
Szumal, J.L. (2010). High Potential…to Do What?
LIFE STYLES INVENTORY (LSI)
Butler, A. M., Kwantes, C. T. and Boglarsky, C. A. (2014). The Effects of self-awareness on perceptions of leadership effectiveness in the hospitality industry: A cross cultural investigation. International Journal of Intercultural Relations, 40, 87-98.
Gratzinger, P. D., Warren, R. A., & Cooke, R. A. (1990). Psychological orientations and leadership: Thinking styles that differentiate between effective and ineffective managers. In Clark, K. E., & Clark, M. B. (Eds.), Measures of leadership. Greensboro, NC: Center for Creative Leadership.
Leak, G. K., Millard, R. J., Perry, N. W. & Williams, D. E. (1985). An investigation of the nomological network of social interest. Journal of Research in Personality, 19, 197-207.
Prebble, R. (2006). Out of the red. Rotorua NZ.
Ray, R. and Sanders, E. (2009). Strategic leadership of cultural transformation at Advocate Health Care. In Yaeger, T. F. and Sorensen, P. F. (Eds.), Strategic organization development: Managing change for success. Charlotte NC: Information Age Publishing.
Schiller, M. R., Foltz, M. B., & Campbell, S. M. (1993). Dietitians’ self-perceptions : implications for leadership. Journal of the American Dietetic Association, 93, 868-874.
Szumal, J.L., Boglarsky, C. A. & Cooke, R.A. (2021). Thinking and Behavioral Styles as Described by Self Versus Others: A Replication and Extension with Male and Female Managers. Management Review Quarterly. https://doi.org/10.1007/s11301-021-00210-3 PDF article summary & abstract
Szumal, J. L. & Cooke, R.A. (2004). Increasing personal success and effectiveness: Thinking and behavioral styles at work. In Silberman, M., & Philips, P. (Eds.) The 2004 training and performance sourcebook. Princeton, NJ: Active Training.
Ware, M. E., Leak, G. K., & Perry, N. W. (1985). Life Styles Inventory: Evidence for its factorial validity. Psychological Reports, 56, 963-968.
Ware, M. E. & Perry, N. W. (1987). Facilitating growth in a personal development course. Psychological Reports, 60, 491-500.
MANAGEMENT EFFECTIVENESS PROFILE SYSTEM (MEPS)
Cooke, R. A. (1989). Assessing managerial effectiveness with the Management Effectiveness Profile System. Educational and Psychological Measurement, 49, 723-732.
MANAGEMENT/IMPACT (M/I)
Szumal, J.L. (2010). High Potential…to Do What?
Szumal, J.L. (2012). The Reliability and Validity of Management/Impact® (M/I).
OBSERVER’S GUIDE
Kernaghan, J. A., & Cooke, R. A. (1987). The relationship of group process factors to the quality and acceptance of group output. International Journal of Small Group Research, 3, 39-61.
Kernaghan, J. A., & Cooke, R. A. (1990). Teamwork in planning innovative projects: Improving group performance by rational and interpersonal interventions in group process. IEEE Transactions on Engineering Management, 37, 109-116.
ORGANIZATIONAL CULTURE INVENTORY (OCI)
Agbenyiga, DeBrenna L. “Organizational Culture Influence on Service Delivery: A Mixed Methods Design in a Child Welfare Setting.” Children and Youth Services Review, 33, no. 10 (2011): 1767-1778. DOI: https://doi.org/10.1016/j.childyouth.2011.04.035
Agbenyiga, DeBrenna L. “Organizational Culture-Performance Link in the Human Services Setting.” Administration in Social Work, 35, no. 5 (2011): 532-547. DOI: https://doi.org/10.1080/03643107.2011.614536
Ain, Myrna, Dara Bailey, Peter Bromley, Mark Kalyta and Robert A. Cooke. The Best of the Best: The Role of Leadership and Culture in Creating Canada’s Best Organizations. Toronto: First Light (2003). [PDF]
Arbour, Simone, Catherine T. Kwantes, Joanna M. Kraft, and Cheryl A. Boglarsky. “Person-Organization Fit: Using Normative Behaviors to Predict Workplace Satisfaction, Stress and Intentions to Stay.” Journal of Organizational Culture, Communications and Conflict, 185, no. 2 (2014): 41-64. [PDF]
Arshad, Muhammad. A Study of Organizational Culture and Effectiveness of Secondary Schools. [Doctoral dissertation]. University of the Punjab, Lahore (2003). [PDF]
Balthazard, Pierre A., and Robert A. Cooke. “Organizational Culture and Knowledge Management Success: Assessing the Behavior-Performance Continuum.” Proceedings of the 37th Hawaii International Conference on System Sciences. Hawaii, USA (January 2004): 10. DOI: 10.1109/HICSS.2004.1265577
Balthazard, Pierre A., Robert A. Cooke, and Richard E Potter. “Dysfunctional Culture, Dysfunctional Organization: Capturing the behavioral Norms That Form Organizational Culture and Drive Performance.” Journal of Managerial Psychology, 21, no. 8 (December 2006): 709-732. DOI: http://dx.doi.org/10.1108/02683940610713253
Bellot, Jennifer. “Nursing Home Culture Change: What Does It Mean to Nurses?” Research in Gerontological Nursing, 5, no. 4 (October 2012): 264-273. DOI: https://doi.org/10.3928/19404921-20120906-02
Boglarsky, Cheryl A. “Five Steps to a Successful Merger/Acquisition.” Workspan, (February 2005): 50-52. [PDF]
Boglarsky, Cheryl A. and Catherine T. Kwantes. “Ideal and actual culture: How different is too different?” Presented at the 65th Annual Convention of the Canadian Psychological Association, St. John’s, Newfoundland, Canada, June 2004.
Bowen, R. Bravton. “Cultural Alignment and Risk Management: Developing the Right Culture.” In QFinance: The Ultimate Resource, edited by Qatar Financial Center. A&C Black, 2014.
Brown, William S. “Organizational Culture, Safety Culture, and Safety Performance at Research Facilities.” United States, 2000.
Chaudhry, Anjali, Ling Yuan, Jia Hu, and Robert A. Cooke. “What Matters More? The Impact of Industry and Organizational Factors on Organizational Culture.” Management Decision, 54 no. 3 (2016): 570-588. DOI: https://doi.org/10.1108/MD-05-2015-0192
Cocchiola, Frank A. The impact of grade organization on the organizational culture of junior-senior and senior high schools. Fordham University, 1990.
Community of Practice Culture Validation Team (2004). Nuclear Plant Optimal Culture Report. Overland Park KS: Utility Service Alliance. [PDF]
Cooke, Robert A. and Denise M. Rousseau. “Behavioral Norms and Expectations: A Quantitative Approach to the Assessment of Organizational Culture.” Group & Organization Studies 13, no. 3 (1988): 245-273. DOI: https://doi.org/10.1177/105960118801300302
Cooke, Robert A., and Janet L. Szumal. “Using the Organizational Culture Inventory to Understanding the Operating Cultures of Organizations.” In The Handbook of Organizational Culture and Climate, edited by Neal M. Ashkanasy, Celeste P.M. -Wilderom, and Mark F. Peterson, 147-162. Sage (2000). [PDF]
Cooke, Robert A., and Janet L. Szumal. “Measuring Normative Beliefs and Shared Behavioral Expectations in Organizations: The Reliability and Validity of the Organizational Culture Inventory.” Psychological Reports, 72, no. 3 (1993): 1299-1330. https://doi.org/10.2466/pr0.1993.72.3c.1299 [PDF]
Gannod, G., Eberle, W., Talbert, D., Cooke, R. A., Hagler, K., Opp, K. & Baniya, J. (2018). Establishing an Agile Mindset and Culture for Workforce Preparedness: A Baseline Study. 1-9. 10.1109/FIE.2018.8658712. https://ieeexplore.ieee.org/document/8658712. PDF article summary & abstract
Gaucher, E. & Kratochwill, E.W. (1993). The leader’s role in implementing total quality management. Quality Management in Health Care, 1(3), 10-18.
Glisson, C. & James, L. R. (2002). The cross-level effects of culture and climate in human service teams. Journal of Organizational Behavior, 23 (6), 767-794.
Guidet, B. and Gonzalez-Roma, V. (2011). Climate and cultural aspects in intensive care units. Critical Care, 15, 312.
Head, T. C. (2002). Organization development and the People’s Republic of China: An interesting partnership. OD Practitioner, 1, 38-42.
Ingersoll, G. L., Wagner, L., Merck, S. E., Kirsch, J. C., Hepworth, J. T., & Williams, M. (2002). Patient-focused redesign and employee perception of work environment. Nursing Economics, 20(4), 163-187.
Jablonski, J. R. (1990). Implementing total quality management: Competing in the 1990’s. Albuquerque, NM: Technical Management Consortium.
Jaeger, M. (2001). Personalmanagement bei Mergers & Acquisitions-Strategien Instrumente Erfolgsfaktoren. Hermann Luchterhand Verlag GmbH, Neuwied, Kriftel, pp. 76-82.
Kwantes, C. T., Boglarsky, C.A., and Kuo, B. C. H. (2011). Local adaptations of a global organizational culture: Do differences in social culture make any difference? Asian Journal ofArts and Sciences, 1, 42-65.
Kwantes, C. T., & Dickson, M. W. (2011). Organizational Culture in a Societal Context: Lessons from GLOBE and Beyond In N. N. Ashkanasy, C. Wilderom, & M. F. Peterson (Eds.), Chapter 28, The Handbook of Organizational Culture and Climate. Second Edition (pp. 494 – 514). Newbury Park, CA: Sage.
Lahiry, S. (1994). Building commitment through organizational culture. Training and Development Journal, 48 (4), 50-52.
Manzoni, Jean-Francois and Jean-Pierre Baillot. Changing the Corporate Culture at AXA: The Long and Winding Road. HBS No. IN1189-PDF-ENG, July 29, 2013). Harvard Business School Publishing. [Link]
McDaniel, C. (1995). Organizational culture and ethics work satisfaction. Journal of Nursing Administration, 25, 15-21.
Minvielle, E., Aegerter, P., Dervaux, B., Boumendil, A., Retbif, A., Jars-Guincestre, M., and Guidet, B. (2008). Assessing organizational performance in intensive care units: A French experience. Journal of Critical Care, 23, 236–244.
Murphy, P. J., Cooke, R. A., & Lopez, Y. (2013). Firm Culture and Performance: intensity’s effects and limits. Management Decision, 51 (3), 661-679. DOI: 10.1108/00251741311309715 PDF article summary & abstract
Nath, Y. (2021). The Book on Law Firm Culture. Independently Published.
Osinubi, O. Y. O., Gandhi, S. K., Ohman-Strickland, P., Boglarsky, C., Fielder, N., Ki pen, H., & Robson, M. (2008). Organizational factors and office workers’ health after the World Trade Center terrorist attacks: long-term physical symptoms, psychological distress, and work productivity. Journal of Occupational and Environmental Medicine, 50(2), 112-125.
Pelieu, I. and associates (2013). Impact of organizational culture on preventability assessment of selected adverse events in the ICU: Evaluation or morbidity and mortality conferences. Intensive Care Medicine, 39, 12-14-1220.
Prebble, R. (2006). Out of the red. Rotorua NZ.
Sanfilippo, F., Bendapudi, N., Rucci, A., & Schlesinger, L. (2008). Strong leadership and teamwork drive culture and performance change: Ohio State University Medical Center 2000- 2006. Academic Medicine, 83(9), 845-854.
Shortell, S. M., and Associates. (1994). The performance of intensive care units: Does good management make a difference? Medical Care, 32, 508-525.
Simosi, M. (2012). The moderating role of self-efficacy in the organizational culture-training transfer relationship. International Journal of Training and Development, 16 (2), 92-106.
Slowinski, G. (1992). Why corporate cultures are critical to success in strategic alliances: The human touch in successful strategic alliances. Mergers & Acquisitions, 27, 44-47.
Szumal, J.L. (2002). Is your organization experiencing a culture disconnect?
Szumal, J. L. & Cooke, R.A. (2003). Organizational climate versus culture: An experiential case study. In Silberman, M., & Philips, P. (Eds.) The 2003 team and organization development sourcebook. Princeton, NJ: Active Training.
Szumal, Janet L. and Robert A. Cooke. Creating Constructive Cultures: Leading People and Organizations to Effectively Solve Problems and Achieve Goals. Human Synergistics International (2019). [Summary]
Thornbury, J. F. (1994). The relationship between behavioral norms, organizational culture, and the ability to assimilate change. London: KPMG Management Consulting.
Yauch, C. A., & Steudel, H.J. (2002). Cellular manufacturing for small businesses: Key cultural factors that impact the conversion process. Journal of Operations Management, 20, 593-617.
Zeine, R., Boglarsky, C. A., Blessinger, P. and Hamlet, M. T. (2011). Organizational Culture in Higher Education. Chapter 3 in Kazeroony, H. (Ed.), The Strategic management of higher education institutions: Serving students as customers for institutional growth. Williston, VT, USA: Business Expert Press.
Zimmerman, J. E., and Associates. (1994). Improving intensive care units: Observations based on organizational case studies in nine intensive care units. Critical Care Medicine, 10, 1443-1451.
ORGANIZATIONAL EFFECTIVENESS INVENTORY (OEI)
Flanagan, P. (2003). Organizational culture and effectiveness: Critical factors for survival and success. O&P Business News, January 1, 11.
Mohammed, D., Chan, E., Ahmad, R., Dusic, A., Blessinger, P., Boglarsky, C.A. and Zeine, R. (2019). Health Implications of Job-related Stress, Motivation and Satisfaction in Higher Education Faculty and Administrators. Journal of Applied Research in Higher Education, ISSN: 2050-7003. DOI: 10.1108/JARHE-04-2018-0056
Szumal, J. L. & Cooke, R.A. (2003). Organizational climate versus culture: An experiential case study. In Silberman, M., & Philips, P. (Eds.) The 2003 team and organization development sourcebook. Princeton, NJ: Active Training.
Zeine, R., Boglarsky, C. A., Blessinger, P. and Hamlet, M. T. (2011). Organizational Culture in Higher Education. Chapter 3 in Kazeroony, H. (Ed.), The Strategic management of higher education institutions: Serving students as customers for institutional growth. Williston, VT, USA: Business Expert Press.
PERFORMANCE MANAGEMENT CHALLENGE
PROJECT PLANNING SITUATION
Cooke, R. A., & Kernaghan, J. A. (1987). Estimating the difference between group versus individual performance on problem-solving tasks. Group & Organization Studies, 12, 319-342.
Kernaghan, J. A., & Cooke, R. A. (1987). The relationship of group process factors to the quality and acceptance of group output. International Journal of Small Group Research, 3, 39-61.
Kernaghan, J. A., & Cooke, R. A. (1990). Teamwork in planning innovative projects: Improving group performance by rational and interpersonal interventions in group process. IEEE Transactions on Engineering Management, 37, 109-116.
STRESS PROCESSING REPORT (SPR)
Cooke, R. A. (1986). Measuring stressful thinking styles: An analysis of the Stress Processing Report-Form II. Educational and Psychological Measurement, 46, 275-282.
Cooke, R. A., Rousseau, D. M., & Lafferty, J. C. (1988). Personal orientations and their relation to psychological and physiological symptoms of strain. Psychological Reports, 62, 223-238.
Duvall, Cheryl King. (2001). The relationship between thinking patterns and physiological symptoms of stress. Social Behavior and Personality: An International Journal, 29, 537-545.
Lynn, Martha A. (1988). The effect of a cognitive reframing stress management workshop on thinking styles within an organizational setting (bank officers). University of Missouri- Kansas City (Ph.D. Dissertation).
Szumal, J.L. (2002). Are you a stress magnet?
SUBARCTIC SURVIVAL SITUATION
Cooke, R. A., & Szumal, J. L. (1994). The impact of group interaction styles on problem-solving effectiveness. Journal of Applied Behavioral Science, 30, 415-437.
Dyer, W. G. (1987). Team building: Issues and alternatives (2nd ed.). Reading, MA: Addison-Wesley, p. 75.