Alleviating Negative Spillover of a Brand-Harm Crisis: Sensegiving vs. Sensehiding in a Competitor’s Denial Response Strategy

A brand-harm crisis not only affects the scandalized brand, but may also influence competing brands. Thus, marketers of competing brands need to develop response strategies for reducing negative spillover effects. This research takes a competitor’s perspective and introduces two types of response strategies used to convey a sense of denial: sensegiving and sensehiding. It also investigates how the effects of response strategies are contingent upon brand relatedness and individual thinking styles. The results from three experimental studies show that using a sensegiving strategy reduces negative spillover effects more than using a sensehiding strategy. Additionally, the studies suggest that the observed difference in the effects of response strategy tends to be greater when the level of brand relatedness is high than when it is low. However, individual thinking styles (holistic vs. analytic) seem to have little impact on consumers’ responses to the two denial strategies. This research contributes to the brand-harm crisis literature and provides novel insights into a competitor’s response to potential negative spillover effects.

Adaptation in knowledge-based teams: An examination of team composition, leader sensegiving, and cognitive, behavioral, and motivational mechanisms

Organizations are increasingly relying on teams to do the work that has traditionally been done by individuals. At the same time, the environments in which these organizations and teams operate have been becoming progressively more complex and uncertain. These trends raise important questions about the factors that enable teams to adapt. In response to these questions, the current study sought to identify the cognitive, behavioral, and motivational processes and emergent states that promote a team's adaptation to unforeseen changes and novel events, and the team compositional characteristics and leadership processes that enabled these processes and emergent states. Two hundred twenty two undergraduate students from a large Southeastern University composed 74 3-person teams, and participated in a computerized decision-making simulation where each team formed the governing body (i.e., Mayor's cabinet) for two separate simulated cities, and made strategic decisions about city operations. Participants were randomly assigned to one of three roles, distributing expertise and creating mutual interdependence. External team leader sensegiving was manipulated through video recorded communications from an external team leader. Results indicate that team cognitive ability, achievement striving, and psychological collectivism, as well as external team leader sensegiving, were all related to the similarity and quality of team members' strategy-focused mental models (cognitive emergent states), and to the amount of information sharing among members (behavioral process). In turn, teams with more similar and higher quality mental models, and who shared greater levels of information, were found to have a greater ability to react and adapt to environmental changes, and to have greater levels of decision-making effectiveness. Results indicate a pattern of relationships consistent with hypotheses, and have important implications for organizations and knowledge-based teams charged with management responsibilities. Organizations should staff teams with the compositional characteristics that enable the development of similar and high quality mental models, and that promote information sharing among teammates. Similarly, organizations which train and develop leaders to engage in sensegiving behaviors enable team adaptability and promote enhanced decision-making effectiveness when faced with unforeseen changes and novel situations.

Monitoring and regulatory role of the balanced scorecard in controlling organisational identities

This thesis employs the theoretical fusion of disciplinary knowledge, interlacing an analysis from both functional and interpretive frameworks and applies these paradigms to three concepts—organisational identity, the balanced scorecard performance measurement system, and control. As an applied thesis, this study highlights how particular public sector organisations are using a range of multi-disciplinary forms of knowledge constructed for their needs to achieve practical outcomes. Practical evidence of this study is not bound by a single disciplinary field or the concerns raised by academics about the rigorous application of academic knowledge. The study’s value lies in its ability to explore how current communication and accounting knowledge is being used for practical purposes in organisational life. The main focus of this thesis is on identities in an organisational communication context. In exploring the theoretical and practical challenges, the research questions for this thesis were formulated as: 1. Is it possible to effectively control identities in organisations by the use of an integrated performance measurement system—the balanced scorecard—and if so, how? 2. What is the relationship between identities and an integrated performance measurement system—the balanced scorecard—in the identity construction process? Identities in the organisational context have been extensively discussed in graphic design, corporate communication and marketing, strategic management, organisational behaviour, and social psychology literatures. Corporate identity is the self-presentation of the personality of an organisation (Van Riel, 1995; Van Riel & Balmer, 1997), and organisational identity is the statement of central characteristics described by members (Albert & Whetten, 2003). In this study, identity management is positioned as a strategically complex task, embracing not only logo and name, but also multiple dimensions, levels and facets of organisational life. Responding to the collaborative efforts of researchers and practitioners in identity conceptualisation and methodological approaches, this dissertation argues that analysis can be achieved through the use of an integrated framework of identity products, patternings and processes (Cornelissen, Haslam, & Balmer, 2007), transforming conceptualisations of corporate identity, organisational identity and identification studies. Likewise, the performance measurement literature from the accounting field now emphasises the importance of ‘soft’ non-financial measures in gauging performance—potentially allowing the monitoring and regulation of ‘collective’ identities (Cornelissen et al., 2007). The balanced scorecard (BSC) (Kaplan & Norton, 1996a), as the selected integrated performance measurement system, quantifies organisational performance under the four perspectives of finance, customer, internal process, and learning and growth. Broadening the traditional performance measurement boundary, the BSC transforms how organisations perceived themselves (Vaivio, 2007). The rhetorical and communicative value of the BSC has also been emphasised in organisational self-understanding (Malina, Nørreklit, & Selto, 2007; Malmi, 2001; Norreklit, 2000, 2003). Thus, this study establishes a theoretical connection between the controlling effects of the BSC and organisational identity construction. Common to both literatures, the aspects of control became the focus of this dissertation, as ‘the exercise or act of achieving a goal’ (Tompkins & Cheney, 1985, p. 180). This study explores not only traditional technical and bureaucratic control (Edwards, 1981), but also concertive control (Tompkins & Cheney, 1985), shifting the locus of control to employees who make their own decisions towards desired organisational premises (Simon, 1976). The controlling effects on collective identities are explored through the lens of the rhetorical frames mobilised through the power of organisational enthymemes (Tompkins & Cheney, 1985) and identification processes (Ashforth, Harrison, & Corley, 2008). In operationalising the concept of control, two guiding questions were developed to support the research questions: 1.1 How does the use of the balanced scorecard monitor identities in public sector organisations? 1.2 How does the use of the balanced scorecard regulate identities in public sector organisations? This study adopts qualitative multiple case studies using ethnographic techniques. Data were gathered from interviews of 41 managers, organisational documents, and participant observation from 2003 to 2008, to inform an understanding of organisational practices and members’ perceptions in the five cases of two public sector organisations in Australia. Drawing on the functional and interpretive paradigms, the effective design and use of the systems, as well as the understanding of shared meanings of identities and identifications are simultaneously recognised. The analytical structure guided by the ‘bracketing’ (Lewis & Grimes, 1999) and ‘interplay’ strategies (Schultz & Hatch, 1996) preserved, connected and contrasted the unique findings from the multi-paradigms. The ‘temporal bracketing’ strategy (Langley, 1999) from the process view supports the comparative exploration of the analysis over the periods under study. The findings suggest that the effective use of the BSC can monitor and regulate identity products, patternings and processes. In monitoring identities, the flexible BSC framework allowed the case study organisations to monitor various aspects of finance, customer, improvement and organisational capability that included identity dimensions. Such inclusion legitimises identity management as organisational performance. In regulating identities, the use of the BSC created a mechanism to form collective identities by articulating various perspectives and causal linkages, and through the cascading and alignment of multiple scorecards. The BSC—directly reflecting organisationally valued premises and legitimised symbols—acted as an identity product of communication, visual symbols and behavioural guidance. The selective promotion of the BSC measures filtered organisational focus to shape unique identity multiplicity and characteristics within the cases. Further, the use of the BSC facilitated the assimilation of multiple identities by controlling the direction and strength of identifications, engaging different groups of members. More specifically, the tight authority of the BSC framework and systems are explained both by technical and bureaucratic controls, while subtle communication of organisational premises and information filtering is achieved through concertive control. This study confirms that these macro top-down controls mediated the sensebreaking and sensegiving process of organisational identification, supporting research by Ashforth, Harrison and Corley (2008). This study pays attention to members’ power of self-regulation, filling minor premises of the derived logic of their organisation through the playing out of organisational enthymemes (Tompkins & Cheney, 1985). Members are then encouraged to make their own decisions towards the organisational premises embedded in the BSC, through the micro bottom-up identification processes including: enacting organisationally valued identities; sensemaking; and the construction of identity narratives aligned with those organisationally valued premises. Within the process, the self-referential effect of communication encouraged members to believe the organisational messages embedded in the BSC in transforming collective and individual identities. Therefore, communication through the use of the BSC continued the self-producing of normative performance mechanisms, established meanings of identities, and enabled members’ self-regulation in identity construction. Further, this research establishes the relationship between identity and the use of the BSC in terms of identity multiplicity and attributes. The BSC framework constrained and enabled case study organisations and members to monitor and regulate identity multiplicity across a number of dimensions, levels and facets. The use of the BSC constantly heightened the identity attributes of distinctiveness, relativity, visibility, fluidity and manageability in identity construction over time. Overall, this research explains the reciprocal controlling relationships of multiple structures in organisations to achieve a goal. It bridges the gap among corporate and organisational identity theories by adopting Cornelissen, Haslam and Balmer’s (2007) integrated identity framework, and reduces the gap in understanding between identity and performance measurement studies. Parallel review of the process of monitoring and regulating identities from both literatures synthesised the theoretical strengths of both to conceptualise and operationalise identities. This study extends the discussion on positioning identity, culture, commitment, and image and reputation measures in integrated performance measurement systems as organisational capital. Further, this study applies understanding of the multiple forms of control (Edwards, 1979; Tompkins & Cheney, 1985), emphasising the power of organisational members in identification processes, using the notion of rhetorical organisational enthymemes. This highlights the value of the collaborative theoretical power of identity, communication and performance measurement frameworks. These case studies provide practical insights about the public sector where existing bureaucracy and desired organisational identity directions are competing within a large organisational setting. Further research on personal identity and simple control in organisations that fully cascade the BSC down to individual members would provide enriched data. The extended application of the conceptual framework to other public and private sector organisations with a longitudinal view will also contribute to further theory building.

Control, performance management systems and identification processes

Is it possible to control identities using performance management systems (PMSs)? This paper explores the theoretical fusion of management accounting and identity studies, providing a synthesised view of control, PMSs and identification processes. It argues that the effective use of PMSs generates a range of obtrusive mechanistic and unobtrusive organic controls that mediate identification processes to achieve a high level of identity congruency between individuals and collectives—groups and organisations. This paper contends that mechanistic control of PMSs provides sensebreaking effects and also creates structural conditions for sensegiving in top-down identification processes. These processes encourage individuals to continue the bottom-up processes of sensemaking, enacting identity and constructing identity narratives. Over time, PMS activities and conversations periodically mediate several episode(s) of identification to connect past, current and future identities. To explore this relationship, the dual locus of control—collectives and individuals—is emphasised to explicate their interplay. This multidisciplinary approach contributes to explaining the multidirectional effects of PMSs in obtrusive as well as unobtrusive ways, in order to control the nature of collectives and individuals in organisations.

Control, performance management system and identification processes

Is it possible to control identities using performance management systems (PMSs)? This paper explores the theoretical fusion of management accounting and identity studies, providing a synthesised view of control, PMSs and identification processes. It argues that the effective use of PMSs generates a range of obtrusive mechanistic and unobtrusive organic controls that mediate identification processes to achieve a high level of identity congruency between individuals and collectives—groups and organisations. This paper contends that mechanistic control of PMSs provides sensebreaking effects and also creates structural conditions for sensegiving in top-down identification processes. These processes encourage individuals to continue the bottom-up processes of sensemaking, enacting identity and constructing identity narratives. Over time, PMS activities and conversations periodically mediate several episode(s) of identification to connect past, current and future identities. To explore this relationship, the dual locus of control—collectives and individuals—is emphasised to explicate their interplay. This multidisciplinary approach contributes to explaining the multidirectional effects of PMSs in obtrusive as well as unobtrusive ways, in order to control the nature of collectives and individuals in organisations.

A Recursive Perspective on Discursive Legitimation and Organizational Action in Mergers and Acquisitions

This paper challenges the predominant view that legitimation is merely a specific phase in merger or acquisition processes. We argue that a better understanding of postmerger organizational dynamics calls for conceptualization of discursive legitimation as an inherent part of unfolding merger processes. In particular, we focus on the recursive relationship between legitimation and organizational action. We have two objectives: to outline a theoretical model that helps one to understand the dynamics of discursive legitimation and organizational action in postmerger organizations, and to examine a revealing case to distinguish the inherent risks and problems in discursive legitimation. Our case analysis focuses on the merger between the French pharmaceutical companies BioMérieux and Pierre Fabre. We adopt a critical multimethod approach and distinguish specific discursive dynamics and pathological tendencies in this case. The analysis highlights the unintended consequences of discursive legitimation, the central role of sensegiving and sensehiding in discursive legitimation, the inherently political nature of legitimation and the risks associated with politicization, the special problems associated with fashionable discourses and the role of the media, the use of specific discursive strategies for legitimation and delegitimation, and the crucial role of actual integration results. This analysis adds to the existing research on mergers and acquisitions by treating discursive legitimation as part of the merger dynamics. In particular, our case analysis provides a new explanation for merger failure. We also believe that the recursive model connecting discursive legitimation and delegitimation strategies to concrete organizational action makes a more general contribution to our understanding of organizational legitimation.

A recursive perspective on discursive legitimation and organizational action in mergers and acquisitions

This paper challenges the predominant view that legitimation is merely a specific phase in merger or acquisition processes. We argue that a better understanding of postmerger organizational dynamics calls for conceptualization of discursive legitimation as an inherent part of unfolding merger processes. In particular, we focus on the recursive relationship between legitimation and organizational action. We have two objectives: to outline a theoretical model that helps one to understand the dynamics of discursive legitimation and organizational action in postmerger organizations, and to examine a revealing case to distinguish the inherent risks and problems in discursive legitimation. Our case analysis focuses on the merger between the French pharmaceutical companies BioMérieux and Pierre Fabre. We adopt a critical multimethod approach and distinguish specific discursive dynamics and pathological tendencies in this case. The analysis highlights the unintended consequences of discursive legitimation, the central role of sensegiving and sensehiding in discursive legitimation, the inherently political nature of legitimation and the risks associated with politicization, the special problems associated with fashionable discourses and the role of the media, the use of specific discursive strategies for legitimation and delegitimation, and the crucial role of actual integration results. This analysis adds to the existing research on mergers and acquisitions by treating discursive legitimation as part of the merger dynamics. In particular, our case analysis provides a new explanation for merger failure. We also believe that the recursive model connecting discursive legitimation and delegitimation strategies to concrete organizational action makes a more general contribution to our understanding of organizational legitimation.

Le sensemaking collectif dans une équipe virtuelle

Les équipes virtuelles font l’objet de beaucoup d’attention depuis près de deux décennies. Elles font désormais partie des organisations qui ont dû s’ajuster à l’internationalisation des marchés. Elles sont aussi de plus en plus présentes dans les universités qui mettent en place des cours en environnement virtuel pour préparer leurs étudiants aux nouvelles réalités du marché du travail. Elles sont aussi le fruit des modes nées sous l’impulsion de l’approche constructiviste de la pédagogie. Les recherches qui s’intéressent a elles ont des préoccupations principalement téléologiques et utilitaristes qui donnent le point de vue des gestionnaires et des enseignants sur le phénomène. Peu de recherches se sont penchées sur l’expérience vécue par les membres de ces équipes. Par ailleurs, la volonté de dégager les lois générales des équipes virtuelles amène les chercheurs à l’amputer d’une partie de sa complexité. Notre recherche propose d’observer la manière dont des étudiants ont vécu leur expérience de collaboration en équipe virtuelle. Nous adoptons une posture interprétative et une approche narrative pour observer leur «sensemaking». Cette perspective nous permet de tenir compte de la complexité du phénomène. Nos questions de recherche sont : comment les étudiants font-ils sens de leur collaboration? Comment le «sensemaking» individuel contribue-t-il à construire le «sensemaking» collectif? Nos résultats nous renseignent sur l’importance que revêt le «sensegiving», pour les équipes virtuelles, dans la création de «sensemaking» collectif.

La construcción de sentido del inicio de un cambio estratégico en las organizaciones: el caso de la Universidad del Rosario

A través de un caso de estudio se explora cómo la construcción de sentido de un grupo de directivos, bajo una misma inspiración, generó el inicio de un cambio estratégico en una prestigiosa y reconocida universidad colombiana, la Universidad del Rosario. Una institución que en un momento determinado notó que estaba siendo percibida dentro del sector de la educación superior como pequeña, estática en el avance de algunas disciplinas del conocimiento y conservadora; en otras palabras, que estaba perdiendo el reconocimiento que usualmente la había acompañado. A través del estudio de este caso se utilizó la técnica de análisis de discurso para comprender la construcción de sentido del inicio de un cambio estratégico en las organizaciones. Esta técnica permitió analizar la información cualitativa derivada de las entrevistas que se realizaron en profundidad a la cúpula de directivos de la institución y a algunos destacados representantes del sector de la Educación Superior en Colombia. Los resultados sugieren que se hicieron presentes, efectivamente, algunas condiciones específicas que marcaron el inicio de un cambio estratégico en la institución y un viraje en su identidad e imagen. Hechos que se sustentaron en los miembros de un equipo que procuró interpretar y comprender los cambios existentes en el entorno global y local, y asimilar, igualmente, algunos destacados retos que se planteaban por aquella época, al interior de la propia Universidad

Histórias de empreendedores: significados, narrativas e artefatos

Compreender o processo de significação e ressignificação que o empreendedor atribui ao novo negócio através das etapas de busca, percepção e interpretação propostas por Daft e Weick (1984) ao longo do tempo. Design/metodologia/abordagem: Sob uma perspectiva interpretativista, este trabalho se valeu de abordagens qualitativas. Foram utilizadas téc nicas de análise de narrativas, antenarrativas e análise de dados qualitativos sobre entrevistas realizadas com 11 empreendedores digitais em dois momentos diferentes. Descobertas: as análises sugerem que o empreendedor ressignifica seu negócio com o passar do tempo, provavelmente em função do nível de sucesso do empreendimento. Esta pesquisa corrobora a proposição de Daft & Weick (1984) acerca da existência de um processo cíclico de busca, interpretação e ação que levaria a um contínuo de ressignificações. Implicações da pesquisa: Para os empreendedores (practioners), este trabalho lança luz sobre as possibilidades de uso das narrativas como recursos para influência e disseminação de significados (sensegiving). Para acadêmicos, este trabalho oferece melhor conceituação do constructo ‘artefato estratégico’, além de avançar na consolidação dos métodos de análise de narrativas. Originalidade/Valor: O valor dessa pesquisa se dá em fortalecer os métodos de análise de narrativas, além de apresentar um possível caminho para capturar os elementos de ressignificação. Além disso, ao propor um framework de análise e construção de narrativas empreendedoras, este trabalho pode auxiliar pesquisadores e practioners

Leaders' sensemaking under crises:emerging cognitive consensus over time within management teams

When facing a crisis, leaders' sensemaking can take a considerable amount of time due to the need to develop consensus in how to deal with it so that vision formation and sensegiving can take place. However, research into emerging cognitive consensus when leaders deal with a crisis over time is lacking. This is limiting a detailed understanding of how organizations respond to crises. The findings, based on a longitudinal analysis of cognitive maps within three management teams at a single organization, highlight considerable individual differences in cognitive content when starting to make sense of a crisis. Evidence for an emerging viable prescriptive mental model for the future was found, but not so much in the management as a whole. Instead, the findings highlight increasing cognitive consensus based on similarities in objectives and cause-effect beliefs within well-defined management teams over time.

Sense making by middlemanagement

Aanleiding voor het onderzoek Deze scriptie sluit aan bij de afstudeerkring “effectieve verandermanagers”. Aanleiding voor dit onderzoek was de brede vraag “Wat onderscheidt een effectieve veranderingsmanager op het middenniveau in organisaties van een minder effectieve bij het implementeren van veranderingen?” Binnen deze brede vraag past de centrale vraagstelling in dit onderzoek: “Welke neerwaartse activiteiten oefenen middenmanagers uit in een sensemakingproces tijdens een verandering?“ Middenmanager Allereerst definiëren we het begrip ‘middenmanager’. De middenmanager bevindt zich op een kruispunt: In de verticale lijn tussen het topmanagement en de werkvloer, op de horizontale lijn tussen de diverse afdelingen (Nonaka,1994). Ten behoeve van mijn onderzoek sluit ik mij aan bij de positionering van Huy (2001). Hij plaatst de middenmanager 2 lagen onder de CEO en 1 laag boven lijnmedewerkers en professionals. In een veranderingsproces heeft de middenmanager verschillende rollen te vervullen. Deze verschillende rollen zijn, onder anderen, beschreven door Huy (2001) en Quinn (1998). Zij noemen: entrepreneur, communicator en therapeut, stimulator, mentor, innovator, bemiddelaar, producent, bestuurder, coördinator, controleur. De onderzoekers zijn het er over eens dat de middenmanager moet balanceren en doseren in de verschillende rollen om effectief te kunnen zijn in een veranderingsproces. Sensemakingproces Dit onderzoek probeert meer kennis te genereren over welke neerwaartse activiteiten middenmanagers uitoefenen gedurende een sensemakingproces tijdens een verandering. We definiëren het begrip ‘sensemakingproces’. Het sensemakingproces vindt plaats als mensen geconfronteerd worden met boodschappen of gebeurtenissen die nieuw zijn. Door met deze nieuwe informatie te kijken naar de bestaande werkelijkheid, is een bewustwording op gang geholpen die kan leiden tot verandering. Er is nog weinig onderzoek gedaan naar de activiteiten (wat doen middenmanagers op dagelijkse basis) van middenmanagers in sensemakingprocessen. Rouleau & Balogun (2007) hebben dat wel onderzocht en onderscheiden de volgende vier sensegivingactiviteiten: het uitrollen van netwerken; het distribueren van gedachten door het voeren van gesprekken; het identificeren van sociale en culturele systemen. Relevantie onderzoek De externe validiteit van het hierboven genoemde onderzoek van Rouleau & Balogun (2007) is echter beperkt, doordat deze is uitgevoerd onder een kleine populatie in Canada en het Verenigd Koninkrijk. Mijn onderzoek wil een bijdrage leveren aan de toename van de externe validiteit door te verifiëren of de neerwaartse activiteiten van de middenmanager die gevonden zijn in het onderzoek van Rouleau & Balogun (2007) middels een andere onderzoeksmethode en met een andere onderzoekspopulatie (de Nederlandse zorginstelling Tactus). Wat betreft de praktische relevantie kan gezegd worden dat mijn onderzoek meer inzicht geeft aan de middenmanagers in welke activiteiten zij uitvoeren of zouden kunnen uitvoeren. Zij kunnen zich bewust worden van hun mogelijkheden om invloed uit te oefenen op het sensemakingproces van hun medewerkers. Ik verwacht daarmee hun effectiviteit te vergroten. Centrale vraag en deelvragen Bij de centrale vraag kunnen de volgende deelvragen geformuleerd worden: 1. Wat is de rol van middenmanagers in een sensemakingproces tijdens een verandering? 2. Zijn de neerwaartse sensemakingactiviteiten van middenmanagers (uit de studie van Rouleau & Balogun, 2007) ook te identificeren zijn binnen één Nederlandse GGZ-stichting? 3. Zijn er andere neerwaartse sensemakingactiviteiten van middenmanagers te identificeren? Conceptuele model Het model dat de basis is voor de beantwoording van de tweede en derde deelvraag, is gebaseerd op de literatuur. In dit model worden de sensemakingactiviteiten van de middenmanager als een onafhankelijke variabele gezien die direct invloed heeft op het sensemakingproces binnen het team. Daarbij kunnen we enkele mediërende en modererende factoren onderscheiden. Als modererende factor noemen we, ten eerste, de mate waarin voor het teamlid het persoonlijke triggerpoint bereikt is. Hoe dichter genaderd, hoe meer kans op verandering bij dit teamlid (Kloosterboer, 2008). Ten tweede noemen we het sneeuwbaleffect van de positieve feedback (Kelman, 2005): hoe verder in het proces, hoe meer kans op verandering. Tenslotte noemen we als modererende factor het emotiemanagement van de middenmanager. Hoe meer de middenmanager in staat is de balans te vinden, hoe meer kans op verandering (Huy, 2002). Als mediërende factor kunnen we de horizontale sensegiving noemen, ofwel de sensegiving door peers (Balogun & Johnson, 2005). Deze sensegiving kan, los van de sensemakingactiviteiten van de manager een geheel eigen verandering op gang brengen. Het kan dus gezien worden als (een deel van) de verklaring voor het sensemakingproces binnen het team. Dit onderzoek beperkt zich tot het bestuderen van de sensemakingactiviteiten van de middenmanager en hun effect op het sensemakingproces binnen het team. In het onderzoek worden de modererende factoren en de mediërende factor dus niet meegenomen. Onderzoeksopzet Het onderzoek is opgesteld als multiple-case design, toetsend onderzoek. Toetsend, omdat de externe validering van de neerwaartse sensemakingactiviteiten van de middenmanager nog laag is. Het multiple-case design biedt de mogelijkheid om cases met elkaar te vergelijken en bredere steun te vinden voor de geformuleerde proposities. De voorgenomen bronnen waren een (één op één) interview met acht middenmanagers, een groepsinterview met meerdere medewerkers per middenmanager en documenten. De focus in alle interviews was de middenmanager en diens sensemakingactiviteiten. De opgevraagde en aangeleverde documenten zijn echter geen adequate bron van informatie gebleken. Resultaten De eerste deelvraag is beantwoord middels literatuurstudie. De onderzoekers zijn het er over eens dat de middenmanager moet balanceren en doseren in de verschillende rollen om effectief te kunnen zijn in een veranderingsproces. De tweede en derde deelvraag werden beantwoord middels een multiple-case design onderzoek. De resultaten uit dit onderzoek laten zien dat de neerwaartse sensemakingactiviteiten uit de studie van Rouleau & Balogun (2007), inderdaad gevonden werden binnen de genoemde GGZ-stichting. De hypothese is daarmee geverifieerd. De derde conclusie is dat er geen andere neerwaartse sensemakingactiviteiten van middenmanagers zijn geïdentificeerd. Door de verkregen informatie over de vier sensemakingactiviteiten van middenmanager terug te brengen naar handelingsniveau, is zichtbaar geworden dat er verschillen zijn tussen de middenmanagers. De handelingen in gezamenlijkheid leidden wel tot de vier sensemakingactiviteiten. Discussie De casestudie heeft geen nieuwe activiteiten aangetoond. Dat maakt de definiëring van het begrip steviger. Door de vier sensemakingactiviteiten (Rouleau & Balogun, 2007) op een derde niveau op te delen in kleinere eenheden, draagt deze casestudie tevens bij aan een nadere definiëring van het begrip ‘neerwaartse sensemakingactiviteiten van de middenmanager’. Door de verduidelijking van het begrip is kwantitatief onderzoek beter mogelijk, waardoor nu ook causale verbanden tussen de neerwaartse sensemakingactiviteiten van de middenmanager en de sensemaking bij de medewerkers gemaakt kunnen worden. Aanbevelingen In een vervolgonderzoek zou het conceptuele model deels of geheel onderzocht kunnen worden. Met een dergelijk onderzoek, of meerdere onderzoeken zou meer duidelijkheid kunnen komen over de mate van invloed van de mediërende factoren en modererende factor op de sensemaking. Aanbeveling voor verder onderzoek is om de onderzoeksmethode te variëren of uit te breiden met bijvoorbeeld participerende observatie. Dan zou waarneming kunnen plaatsvinden vanuit het perspectief van een betrokkene (Yin, 2003). Een andere methode om de activiteiten beter te inventariseren is het laten bijhouden door managers van hun sensemakingactiviteiten. Een bijkomende propositie die dit onderzoek oplevert, is dat de relatie tussen al dan niet hebben van onbewuste kennis en het beschikken over ervaring als leidinggevende niet gelegd kan worden. Deze propositie zou verder onderzocht kunnen worden.

Un aporte a la comprensión de las estrategias emergentes en las organizaciones a través del concepto de improvisación y la metáfora musical

Este trabajo se inscribe en uno de los grandes campos de los estudios organizacionales: la estrategia. La perspectiva clásica en este campo promovió la idea de que proyectarse hacia el futuro implica diseñar un plan (una serie de acciones deliberadas). Avances posteriores mostraron que la estrategia podía ser comprendida de otras formas. Sin embargo, la evolución del campo privilegió en alguna medida la mirada clásica estableciendo, por ejemplo, múltiples modelos para ‘formular’ una estrategia, pero dejando en segundo lugar la manera en la que esta puede ‘emerger’. El propósito de esta investigación es, entonces, aportar al actual nivel de comprensión respecto a las estrategias emergentes en las organizaciones. Para hacerlo, se consideró un concepto opuesto —aunque complementario— al de ‘planeación’ y, de hecho, muy cercano en su naturaleza a ese tipo de estrategias: la improvisación. Dado que este se ha nutrido de valiosos aportes del mundo de la música, se acudió al saber propio de este dominio, recurriendo al uso de ‘la metáfora’ como recurso teórico para entenderlo y alcanzar el objetivo propuesto. Los resultados muestran que 1) las estrategias deliberadas y las emergentes coexisten y se complementan, 2) la improvisación está siempre presente en el contexto organizacional, 3) existe una mayor intensidad de la improvisación en el ‘como’ de la estrategia que en el ‘qué’ y, en oposición a la idea convencional al respecto, 4) se requiere cierta preparación para poder improvisar de manera adecuada.

La construcción de sentido (‘sensemaking’) de un entorno estratégico turbulento por parte de los altos directivos: un estudio en una multinacional automotriz

Este artículo presenta los resultados de una investigación realizada al interior de dos contextos. Por un lado, el teórico, en el marco de uno de los discursos más relevantes en los campos de la estrategia organizacional, de la managerial and organizational cognition (MOC) y, en general, de los estudios organizacionales (organization studies): la construcción de sentido (sensemaking). Por el otro, el empírico, en una de las grandes compañías multinacionales del sector automotriz con presencia global. Esta corporación enfrenta una permanente tensión entre lo que dicta la casa matriz, en relación con el cumplimiento de metas y estándares específicos, considerando el mundo entero, y los retos que, teniendo en cuenta lo regional y lo local, experimentan los altos directivos encargados de hacer prosperar la empresa en estos lugares. La aproximación implementada fue cualitativa. Esto en atención a la naturaleza de la problemática abordada y la tradición del campo. Los resultados permiten ampliar el actual nivel de comprensión acerca de los procesos de sensemaking de los altos directivos al enfrentar un entorno estratégico turbulento.