This case study involves a commercial bank, Invest & Right, and an executive training company, Format, that is part of the bank's group of companies. In one situation, the bank sends Format an order for an executive training course. When the bank's training department director receives Format's quote, he says they will opt for an outside vendor. This decision triggers a conflict between the human resources manager and Format's CEO.
The document provides details on Invest & Right, Format and the various offers received by the HR manager. Information is also provided about the bank's efforts to give its executives freedom on procurement choices.
The main decision of whether or not Invest & Right management should intervene in this process can be discussed. The various options for conducting the training can also be discussed, from the viewpoint of the three players: the Invest & Right HR manager, the Format CEO, and the Invest & Right CEO. Additionally, classroom discussion can center on what possible actions can be taken and what their implications would be for the three actors, from various standpoints (financial, risk, people, etc.).
Bibliographic citation: Cugueró-Escofet, Natàlia; Rosanas Martí, Josep Maria, "Format, S.A.", IESE, C-760-E, 06/2012