Stratton v. Bentley University

113 F.4th 25
CourtCourt of Appeals for the First Circuit
DecidedAugust 15, 2024
Docket22-1061
StatusPublished
Cited by31 cases

This text of 113 F.4th 25 (Stratton v. Bentley University) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stratton v. Bentley University, 113 F.4th 25 (1st Cir. 2024).

Opinion

United States Court of Appeals For the First Circuit

No. 22-1061

LUPE STRATTON,

Plaintiff, Appellant,

v.

BENTLEY UNIVERSITY,

Defendant, Appellee.

APPEAL FROM THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MASSACHUSETTS

[Hon. Denise J. Casper, U.S. District Judge]

Before

Barron, Chief Judge, Selya and Lipez, Circuit Judges.

Helen G. Litsas, with whom Law Office of Helen G. Litsas was on brief, for appellant.

Gregory A. Manousos, with whom Jacob J. Thaler and Morgan, Brown & Joy, LLP were on brief, for appellee.

Steven John Winkelman, Attorney, with whom Gwendolyn Young Reams, Acting General Counsel, Jennifer S. Goldstein, Associate General Counsel, Anne Noel Occhialino, Acting Assistant General Counsel, and Nicolas Sansone, Attorney, were on brief, for the Equal Employment Opportunity Commission, amicus curiae.

August 15, 2024 LIPEZ, Circuit Judge. Lupe Stratton worked at Bentley

University from August 2016 to July 2018. She alleges that, during

her tenure, her supervisors discriminated against her because of

her gender, race, disability, and Guatemalan origin. After she

complained about that discrimination to Bentley's human resources

department, her supervisors placed her on a performance

improvement plan, which she claims was in retaliation for those

complaints. Stratton also contends that Bentley interfered with

her right to medical leave and failed to provide her with

reasonable accommodations for her disability. After two years on

the job, she felt her workplace was so intolerable that she had no

choice but to resign.

Stratton sued Bentley for employment discrimination

under a variety of federal and Massachusetts anti-discrimination

statutes. The district court entered summary judgment in

Bentley's favor on each of Stratton's claims. Though the court

evaluated Stratton's Title VII retaliation claim under an

incorrect legal standard, we nonetheless agree that each of

Stratton's claims fails to survive as a matter of law. We thus

affirm, taking the opportunity to clarify the relevant law

governing Title VII retaliation claims in our circuit.

I.

We recount the facts in the light most favorable to

Stratton, who was the non-moving party at summary judgment. See

- 2 - Ing v. Tufts Univ., 81 F.4th 77, 79 (1st Cir. 2023).

A. Stratton's Employment at Bentley

Bentley University is a private academic institution in

Waltham, Massachusetts. The school features a User Experience

Center ("UXC" or "Center") that offers both academic coursework

and professional consulting services involving the interaction

between human psychology and technology platforms. As part of

Bentley's "Human Factors" graduate program, the Center's

educational component provides not-for-credit professional

development courses, such as the "UXC Certificate Program" and the

"UXC Boot Camp." Unlike traditional graduate-level classes, the

Center's educational programs have open enrollment and take place

on a compressed timeline, with some programs spanning only two

days. As a complement to its academic mission, the Center's

employees, students, and alumni also provide related for-profit

professional consulting services ("UXC Services") to third-party

clients.

In August 2016, Stratton began working as the Executive

Program Coordinator at the Center. In that role, she provided

marketing, program management, and business development support

for both the UXC Certificate Program and UXC Services. For the

UXC Certificate Program, Stratton would recruit students,

facilitate their courses, deal with the logistics of setting up

classrooms, develop marketing plans for the program, and keep track

- 3 - of the revenue necessary to meet the Center's goals. For UXC

Services, Stratton developed sales leads, controlled the Center's

social media presence, and managed marketing endeavors.

Stratton reported directly to William Gribbons and

William Albert, both of whom interviewed and hired her. At the

time, Gribbons was the Director of Bentley's "Human Factors"

graduate department, overseeing the broader graduate program as

well as the Center. Albert, as Executive Director of the Center,

was fully responsible for UXC Services and reported to Gribbons.

Gribbons supervised Stratton's work related to the educational

components of the Center while Albert supervised Stratton's work

for UXC Services.

It is undisputed that Stratton "complained about the

position's workload and believed the position was more than a one-

person job." Before offering her the job, Stratton's supervisors

told her the position was stressful. The position was previously

held by Gail Wessell, a white woman, and Janell Pace, a Black

woman. Both Wessell and Pace warned Stratton about the demanding

nature of the job, explaining to her that they had not experienced

it to be a one-person position. Wessell also noted that she had

complained to Bentley's human resources department about the

intense workload.1 Stratton asserts that at times she received

1 The record does not suggest when Wessell lodged these complaints.

- 4 - conflicting instructions from her two supervisors, such as when

they would identify different time-sensitive priorities for her

attention.

Bentley, by contrast, provides evidence that Stratton

lacked the productivity of her predecessors in that same role,

despite Stratton having more student workers to assist with her

tasks. Just months into her tenure at Bentley, Stratton's

supervisors exchanged emails with each other about Stratton's

less-than-satisfactory performance. For example, in a December

2016 email to Albert, Gribbons said he had been worried about

Stratton's efficiency for months because she often worked late

into the evening. A few months later, in March 2017, Gribbons

sent an email to Albert complaining that Stratton had spent nearly

double the marketing budget from the prior year only to have

lackluster enrollment in the Center's academic programs.

It is undisputed that Stratton received some positive

feedback during her time at Bentley, including statements by

Gribbons that Stratton's work was excellent. Still, Stratton's

supervisors provided increasingly negative feedback to her. In

October 2017, for instance, Albert informed Stratton that she

needed to be more responsive to email communications after she had

ignored some important inquiries. In the same message, Albert

asked Stratton to be more receptive to constructive criticism after

- 5 - some incidents in which Albert felt she had deflected blame onto

others.

Gribbons's treatment was harsher. Stratton testified

that Gribbons would express his frustrations in ways that she felt

were hostile and unprofessional. For example, Gribbons told

Stratton, in what she described as an aggressive and intimidating

tone, that she should "stop failing" because ever since she took

over the UXC Certificate Program he had "never seen such low

[attendance] numbers." These disparaging remarks, according to

Stratton, were not isolated events. She testified that Gribbons

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