History in Organization and Management Theory: More Than Meets the Eye

Abstract

There has been a growing debate about the role of history in management research with several authors making suggestions on how to bring the two (back) together and others even highlighting the need for a “historic turn”. What we argue in this paper is that, while history was indeed sidelined by the scientization of management since the late 1950s, it started to make a comeback from the 1980s onwards and is increasingly employed in a number of research programs. We stress that the crucial question for management scholars engaging with history (or wanting to do so) is how it relates to theory. First of all, we present a systematic overview of the way history has been used—both at the micro (organizational) and macro-levels of analysis—distinguishing between what we refer to as “history to theory” and “history in theory”. In the former, we consider those research programs, such as (neo-)institutionalism, where history serves as evidence to develop, modify or test theories. In the case of “history in theory” we identify research programs where history or the past are part of the theoretical model itself as a driver or moderator, with “imprinting” as a prime example. Second, we also identify a growing number of studies that go further by displaying what we call “historical cognizance” in the sense of incorporating period effects or historical contingencies into their theorizing efforts. Finally, drawing on our broad overview, we make more specific suggestions for increasing the visibility and influence of history in organization and management theory.     

Field Research Practice in Management and Organization Studies: Reclaiming its Tradition of Discovery

This review reasserts field research's discovery epistemology. While it occupies a minority position in the study of organization and management, discovery-oriented research practice has a long tradition of giving insight into new, unappreciated and misappreciated processes that are important to how work is accomplished. I argue that while methods discourse has long emphasized that particularizing data and an emergent research design are productive for discovery, little to no attention has been paid to the conjectural processes necessary to imaginatively interpret these observations. I underscore them. What is the future for discovery work in business schools today? Issues arise when an increasing interest in discovery-oriented research is expressed in an institutional context that is bounded off from field research's home disciplines and is dominated by a validation epistemology. In light of this current context, I offer some initial thoughts on the work to be done to maintain fieldwork's discovery tradition in management and organization studies.     

The Professional,the Personal,and the Ideal Worker: Pressures and Objectives Shaping the Boundary between Life Domains

Abstract

Both scholarly literature and popular accounts suggest that modern organizational practices have moved toward encouraging employees to “integrate” or blur the boundary between their personal and professional domains, for example, through self-disclosure at work, company-sponsored social activities or providing on-site child care. Concurrently, an ideology underlying U.S. professional norms discourages integration practices such as referencing non-work roles during workplace interactions, expressing emotions in the workplace, and/or displaying non-work-related items in workspaces. In this review, we posit that these two norms firmly coexist because they differentially serve two objectives corresponding to the parallel bodies of research we examine: one addressing boundary management as a tool for handling role responsibilities, and the other considering boundary management as a tool for shaping workplace identity and relationships. Specifically, we posit that segmenting personal and professional domains facilitates the management of role responsibilities, whereas integration is more beneficial for managing workplace identity and relationships. Furthermore, both objectives serve the “ideal worker” imperative of work primacy. We identify key contingencies that help us to further understand existing research findings, and prompt future research directions informing theories for understanding the attractiveness and efficacy of different personal–professional boundary management strategies for both organizations and individuals.     

Organizational Identity Formation and Change

Theory and research concerning organizational identity (“who we are as an organization”) is a burgeoning domain within organization study. A great deal of conceptual and empirical work has been accomplished within the last three decades—especially concerning the phenomenon of organizational identity change. More recently, work has been devoted to studying the processes and content associated with identity formation. Given the amount of scholarly work done to date, it is an appropriate time to reflect on the perspectives, controversies and outcomes of this body of work. Because organizational identity change has received the preponderance of attention, we first review that extensive literature. We consider the conceptual and empirical work concerning the three putative “pillars” of identity (i.e. that which is ostensibly central, enduring, and distinctive). We devote particular attention to the most controversial of these pillars—the debate pitting a view that sees identity as stable over time (a position we term as the “enduring identity proposition”) and a contrasting stance that sees identity as more changeable (the “dynamic identity proposition”). Following our review of the identity change literature, we next take up a review of the notably smaller compendium of work on identity formation. We consider the conceptual and empirical work devoted to studying the external influences on, as well as the internal resources used, to fashion a nascent identity. Finally, we discuss in more depth the controversies associated with the pillars of identity, assess the four prevalent views on organizational identity (the social construction, social actor, institutionalist, and population ecologist views), assimilate the research on both identity formation and change, and consider the prospects for future work on both phenomena.     

More Formally: Rediscovering the Missing Link between Formal Organization and Informal Social Structure

Abstract

Although foundational organization theory recognized the role of both formal and informal elements, for the past two decades scholarship appears to have primarily attended to the role of informal social structures (i.e. social networks) in explaining organizational functioning. This trend, however, has left a disconnect between the literatures on formal organization and informal social structure such that crucial questions and problems at the intersection of the two streams of research have been neglected. In this essay, we make the case for rediscovering the inherent interplay between formal organization and informal social structure given their common basis of interactions in organizations. We argue that by bridging the gap between formal organization and informal social structure scholarship we can advance our understanding of both the origins and evolution of social networks and the design and effective functioning of organizations. As a first step towards achieving greater integration of research on formal organization and informal social structure we: consolidate existing scholarly understanding in this area, profile the few studies that have begun to bridge the disconnect between formal and informal elements, identify conceptual logics for linking formal and informal elements, and propose an agenda for future research.     

Group Support Systems,Power, and Influence in an Organization: A Field Study

Emerging group technologies are attracting attention from researchers and practitioners for the benefits they potentially offer in terms of communications, productivity, and decision-making capabilities within an organization. To date, research in this area has focused on process or outcome variables, substantively ignoring organizational context issues. This paper reports on a field study that investigated users' perceptions of the impact of group support systems on power and influence within the organization. The study was conducted within a division of a major U.S. software company specializing in the development of business software tools for desktop PCs. Fifteen purposively selected managers and nonmanagers, spanning diverse functional areas, were extensively interviewed for this study. Evidence gathered suggested that group support systems are perceived to exert an equalizing force on power and influence by (1) increasing participation in the decision-making process, (2) improving access to information, (3) improving access to persons, (4) reducing the “power distance” to key individuals, and (5) providing increased opportunities to influence the opinions of others. These results provide a basis for future studies that will attempt to clarify the relationships between organizational context and group technology usage.     

Three Lenses on Occupations and Professions in Organizations: Becoming,Doing, and Relating

Management and organizational scholarship is overdue for a reappraisal of occupations and professions as well as a critical review of past and current work on the topic. Indeed, the field has largely failed to keep pace with the rising salience of occupational and professional (as opposed to organizational) dynamics in work life. Moreover, not only is there a dearth of studies that explicitly take occupational or professional categories into account, but there is also an absence of a shared analytical framework for understanding what occupations and professions entail. Our goal is therefore two-fold: first, to offer guidance to scholars less familiar with this terrain who encounter occupational or professional dynamics in their own inquiries and, second, to introduce a three-part framework for conceptualizing occupations and professions to help guide future inquiries. We suggest that occupations and professions can be understood through lenses of “becoming”, “doing”, and “relating”. We develop this framework as we review past literature and discuss the implications of each approach for future research and, more broadly, for the field of management and organizational theory.     

Interdisciplinary and Interorganizational Research: Establishing the Science of Enterprise Networks

We review and discuss the evolution of interdisciplinary and interorganizational research in operations management and suggest directions for future investigations. The proposed operations management research focus is one that embraces a more holistic view of an “extended enterprise” which involves working with a new business model—the organization as a network. This methodology starts by treating the organization as a system that is enabled by information technology and is characterized by ubiquitous information sharing across traditional enterprise. Proper integration of technology, business processes and people factors needs to be developed to create higher value from networked enterprises. Operations management research future lies in establishing this science from an interdisciplinary perspective. We analyze this perspective in the context of papers published in the first 50 issues of Production and Operations Management and the related literature.     

Social Activism in and Around Organizations

Organizations are frequent targets for social activists aiming to influence society by first altering organizational policies and practices. Reflecting a steady rise in research on this topic, we review recent literature and advance an insider-outsider framework to help explicate the diverse mechanisms and pathways involved. Our framework distinguishes between different types of activists based on their relationship with targeted organizations. For example, “insider” activists who are employees of the target organization have certain advantages and disadvantages when compared with “outsider” activists who are members of independent social movement organizations. We also distinguish between the direct and indirect (or spillover) effects of social activism. Much research has focused on the direct effects of activism on targeted organizations, but often the effects on non-targeted organizations matter more for activists goals of achieving widespread change. Drawing on this framework, we identify and discuss eight specific areas that are in need of further scholarly attention.     

A review of research on the negative accounting relationship between risk and return: Bowman's paradox

A cornerstone in finance theory continues to be the positive relationship between risk and return in spite of Fama and French (The Journal of Finance 47(2) (1992) 427–65) and several later papers finding no relationship between the two variables. Twelve years earlier, Bowman (Sloan Management Review 1980, pp. 17–31) studied the same relationship from organization theory, achieving similar results with accounting data, and developing a whole research stream known as “Bowman's paradox”. This stream has contributed to some curious and interesting ideas that could also be applied to other different streams: new risk measures, managerial goal selection, response to the decline in the organization, diversification strategy on risk and return, among others. Similar to the financial stream, a number of researchers have tried to study this issue from the strategic management perspective. Their inconclusive results have generated a considerable controversy, keeping this research stream alive. In this work, we describe and explore this phenomenon from “Bowman's paradox”, theoretical explanations, criticisms and future orientations.     

On the Use of Paradox for Generating Theoretical Contributions in Management and Organization Research

Although research relating to paradox has burgeoned throughout the past decades, how paradox has been used in generating theoretical contributions remains largely tacit. Hinging on the systematic analysis of 476 publications, this literature review uncovers how scholars have leveraged paradox in demarcating theoretical contributions in the area of management and organization research. First, scholars can make use of paradox as a means to theorize, adding to the core conceptual conversation on paradox. Second, scholars can make use of paradox as a means to understand or advance insight on particular phenomena, drawing from paradox's conceptual knowledge to push forth discussions or debates in other strands of the management and organization field. Finally, scholars can make use of paradox as a way to verbalize something puzzling or surprising, supporting how readers are to appreciate or make sense of theoretical contributions advanced. Denoting approaches identified as highly complementary, this paper offers explicit handholds for academics to develop theoretical contributions through paradox, supporting the consolidation and further elevation of scholarly impact for the paradox community as such.     

When the Minority Rules: Leveraging Difference While Facilitating Congruence for Cultural Minority Senior Leaders

The inclusion of cultural minorities as senior leaders is of growing importance and relevance to contemporary organizations with increasingly international composition, but much is to be learned about how and when such leaders impact the workplaces they lead. We draw on the “cultural difference” and “cultural congruence” propositions (Dorfman and House, 2004) to build a model for understanding whether and under what conditions cultural minority senior leaders have an impact on the elaboration of task-relevant information and relationship conflict in their workplaces. Hierarchical regression results from a study of 315 Australian workplaces and their senior leaders suggest that, regardless of whether the senior leader is a member of a cultural minority group, an organizational climate for innovation and flexibility increases information elaboration – an effect that is stronger when the organization faces greater environmental turbulence. The results further provide support for a three-way interaction effect, whereby employees in workplaces led by a cultural minority leader have less relationship conflict when climate for innovation and environmental turbulence are both low. We conclude with a discussion of the scholarly contributions and practical implications of our conceptual and empirical work, the limitations of our study, and future directions for this research.     

Unpacking the circular economy: A problematizing review

Transitioning to a circular economy (CE) model has been proposed to solve many grand environmental challenges. While research on CE has been extensively reviewed, less is known about the implicit underlying assumptions of this work. Understanding these assumptions is critical as they typically go unchallenged yet play a significant role in shaping research fields. In this paper we conduct a problematizing review to critically analyse and make explicit the in-house, root metaphor and ideological assumptions that inform the framing of CE. Firstly, we demonstrate various in-house assumptions about CE, such as an emphasis on the business case for CE and the relationship between CE and corporate sustainability. Secondly, root metaphor assumptions include circularity and industrial relationships resembling biological metabolisms. Finally, the dominant ideological assumptions-neoliberalism and ecological modernization-guide scholarly thinking about growth, consumption and profit maximization. Based on our analysis and drawing on the ongoing CE debates within broader environmental studies, we suggest new agendas for future research. We contribute to the growing literature on CE in business, management and organization studies by identifying assumptions that may be misleading or limiting for future CE research, as well as to the conversations on grand challenges by discussing the implications of how challenges and solutions are framed.     

Liminality in Management and Organization Studies: Process,Position and Place

This paper explores liminality, a concept receiving increased attention in management and organization studies and gaining prominence because of its capacity to capture the interstitial and temporary elements of organizing and work. The authors present a systematic review of the literature on liminality, covering 61 published papers, and undertake a critical analysis of how the concept of liminality has been used in prior research. This review reveals associations with three main themes: process; position; and place. For each theme, the authors identify the central research questions posed, while comparing individual and collective levels of analysis. During this process, the authors revisit several ideas central to the original, anthropological research on liminality, a perspective from which they suggest a rejuvenation of liminality research in management and organization studies. This paper argues for a greater focus on the liminal experience itself – especially its ritual and temporal dimensions – and for improving the comparative analysis of liminality following the three themes identified in this paper. The authors suggest that revising the agenda for liminality research along these lines could facilitate more informed responses to the challenges of an increasingly temporary and dynamic work life.     

Innovation management in context: environment, organization and performance

Several decades of research into innovation management have failed to provide clear and consistent findings or coherent advice to managers. In this paper, I argue that this is because innovation management 'best practice' is contingent on a range of factors, and that we need better characterizations of the technological and market contingencies which affect the opportunity for, and constraints on, innovation. I review research on innovation together with relevant studies from organizational behaviour and strategic management, and develop a model which may help to guide future innovation research on the relationships between environmental contingencies, organization configurations and performance. I identify uncertainty and complexity as the key environmental contingencies that influence organizational structure and management processes for innovation.     

The great reset of management and organization theory. A European perspective

In mid-2020, the World Economic Forum (WEF) announced the Great Reset, an initiative launched to assert, describe, and shape the direction of an epochal transition brought about by the global coronavirus crisis. Rooted in a European tradition of social theory, this article aims to articulate the broader social context of this scenario and pinpoint its implications for management and organization theory. One of these implications is that our fields face a significant risk of co-performing rather than studying the looming “great transformation” from an economy-to a health-dominated society, thus merely replacing one reductionism with another. It follows that what is required are management and organization theories that analyze rather than ride the macro social trends that shape organizations and their environments. The article concludes that if crises are the golden moments of alternative mainstreams, then for those interested in alternatives to the emerging “new normality” the golden moment to develop the next alternative mainstream theories is now.     

Comparative and International Corporate Governance

Abstract

In this article, we examine the state of the art in comparative and international corporate governance by identifying the key research questions, main concepts, and paradigms of explanations of cross‐country diversity in corporate governance. First, we discuss the multiple definitions of corporate governance across disciplines and explore how this multi‐dimensional nature of corporate governance posses challenges when making cross‐national comparisons. Second, we review existing comparative research on corporate governance and highlight some of the main characteristics of comparative analysis. Third, we analyze how comparative corporate governance has been understood from four different scholarly perspectives: economics and management, culture and sociology, legal, and political paradigms. We conclude from this third section that future research should make an effort to better integrate cross‐disciplinary paradigms. Fourth, we investigate what insights these four perspectives bring to understand change and stability better in two particular governance dimensions: corporate ownership and the role of labor in comparative corporate governance. Finally, we conclude the article with some forward looking suggestions regarding (1) how different perspectives of corporate governance can be more effectively integrated by adopting case‐based, historical, and actor‐centered forms of institutional explanations and by (2) discussing the current U.S. corporate governance system, frequently seen as the “best practice” model.     

Dangerous Knowledge: The Political,Personal, and Epistemological Promise of Feminist Research in Management and Organization Studies

Feminism is a theoretical perspective and social movement that seeks to reduce, and ultimately eradicate, sexist inequality and oppression. Yet feminist research remains marginal in the most prestigious management and organization studies (MOS) journals, as defined by the Financial Times 50 (FT50) list. Based on a review of how feminism is framed in these journals (1990–2018), we identify three overlapping categories of how feminism is represented: (i) as a conceptual resource which is used to address specific topics; (ii) as an empirical category associated with the study of specific types of organization or organizing practice; and, rarely, (iii) as a methodology for producing knowledge. While feminist knowledge exists beyond these parameters, such as in the journal Gender, Work & Organization, we suggest that the relative absence of explicitly feminist scholarship in the most prestigious MOS journals reflects an epistemic oppression which arises from the threat that feminism presents to established ways of knowing. Drawing on Sara Ahmed's work, we use the ‘sweaty concept’ of dangerous knowledge to show how feminism positions knowledge as personal, introducing a radical form of researcher subjectivity which relies on the acknowledgment of uncertainty. We conclude by calling for the epistemic oppression of feminist scholarship to be recognized and redressed so the potential of feminism as a way of knowing about organizations and management can be realized. This, we argue, would enable feminist research praxis in MOS to develop as an alternative location of, in bell hooks' term, healing that challenges the main/malestream.     

Religion and Organization: A Critical Review of Current Trends and Future Directions

Given the profound role that religion continues to play in contemporary societies, it is surprising that management researchers have not explored the intersection between religion and organization in a more meaningful and determined way. This may be because religion is considered too far removed from the commercial organizations that form the empirical focus of much work in the discipline, or simply because it is deemed too sensitive. Whatever the reason, the upshot is that we know relatively little about the dynamics of religious organizational forms or the influence of these forms (and the values and practices that underpin them) on broader social processes and other kinds of organization. This paper is designed to highlight the potential of religion as a domain of study in management and to provide concrete suggestions for taking forward research in this area. The paper consists of three parts. I begin by reviewing some of the key literature in the sociology of religion and religious organizations. I then evaluate the existing literature on religion and organization, noting the salient contributions to date and highlighting some of the issues raised by this body of work. In the third and final main section, I suggest promising directions for future research.     

Women in high places: When and why promoting women into top positions can harm them individually or as a group (and how to prevent this)

This contribution focuses on women in leadership positions. We propose that two convictions are relevant to the effects of having women in high places. On the one hand, women as a group are expected to employ different leadership styles than men, in this way adding diversity to management teams. On the other hand, individual women are expected to ascend to leadership positions by showing their ability to display the competitiveness and toughness typically required from those at the top. We posit that both convictions stem from gendered leadership beliefs, and that these interact with women's self-views to determine the effectiveness of female leaders. We develop an integrative model that explains the interplay between organizational beliefs and individual-self definitions and its implications for female leadership. We then present initial evidence in support of this model from two recent programs of research. The model allows us to connect “glass cliff” effects to “queen bee” effects showing that both relate to the perceived salience of gender in the organization, as well as individual gender identities. Each of these phenomena may harm future career opportunities of women, be it as individuals or as a group. We outline how future research may build on our proposed model and examine its further implications. We also indicate how the model may offer a concrete starting point for developing strategies to enhance the effectiveness of women in leadership positions.