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Exploring Action Research Sponsorship: Role and Enactment 探索行动研究赞助:角色与实施
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-09-14 DOI: 10.1007/s11213-024-09693-z
Henrik Saabye, Paul Coughlan, Thomas Borup Kristensen

This paper explores the complexities of involving partner organisations in co-generative learning processes within Action Research (AR) initiatives. Despite formal agreements, action researchers often face challenges in collaboratively addressing specific organisational issues through AR cycles. When action researchers adopt the “friendly outsider’ role, their initial task is to secure commitment to an AR initiative from senior leaders as sponsors. However, the existing literature lacks comprehensive guidance on facilitating this commitment. Therefore, drawing from both literature and empirical cases, this paper examines the pivotal role of the AR sponsor in securing funding and political backing, offering constructive critique, and facilitating learning. It provides insights into how action researchers can facilitate sponsors to enact these roles effectively so as to ensure the success and sustainability of organisational changes resulting from AR initiatives.

本文探讨了让伙伴组织参与行动研究(AR)计划中的共同生成学习过程的复杂性。尽管达成了正式协议,但行动研究人员在通过行动研究周期合作解决具体组织问题时往往面临挑战。当行动研究人员扮演 "友好的局外人 "角色时,他们的首要任务是确保作为发起人的高层领导对 AR 计划做出承诺。然而,现有文献缺乏促进这种承诺的全面指导。因此,本文从文献和经验案例中汲取营养,探讨了实践活动发起人在确保资金和政治支持、提供建设性批评意见以及促进学习方面的关键作用。本文还深入探讨了行动研究人员如何促进发起人有效发挥这些作用,从而确保可持续发展研究计划所带来的组织变革的成功和可持续性。
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引用次数: 0
The Art of Soft Systems Inquiry: Retracing the Footsteps of Churchman and Checkland 软系统探究的艺术追寻丘奇曼和查兰的足迹
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-09-14 DOI: 10.1007/s11213-024-09689-9
Frank Stowell

In this paper I reflect upon soft-systems inquiry. To do this I revisit Churchman’s discourse on the philosophical ideas underpinning inquiring systems and then discuss the practical application of soft inquiry pioneered by Checkland. This body of work suggested ontological models of organisational behavior were inappropriate and only by adopting an epistemological perspective would provide the basis for understanding complex systems that characterise human society. These ideas motivated a new way of addressing complexity. This work created a difficulty for action research since to be faithful to this discovery meant that any method of inquiry should be one that could cope with such complexity. One outcome was Soft Systems Methodology (SSM). Paradoxically the success of SSM has restrained further discussion of these ideas. The purpose of this paper is to revisit the ideas of Churchman and Checkland as a means of returning to first principles. In this paper I reassess their ideas and those of Husserl and Gadamer and suggest there is more to be gained from this rich seam of systems thinking.

在本文中,我将对软系统探究进行反思。为此,我重温了丘奇曼关于系统探究所依据的哲学思想的论述,然后讨论了由查兰(Checkland)开创的软探究的实际应用。这些研究表明,组织行为的本体论模型是不恰当的,只有从认识论的角度出发,才能为理解作为人类社会特征的复杂系统提供基础。这些观点激发了一种解决复杂性问题的新方法。这项工作给行动研究带来了困难,因为要忠实于这一发现,就意味着任何研究方法都必须能够应对这种复杂性。其中一项成果就是软系统方法论(SSM)。自相矛盾的是,软系统方法论的成功限制了对这些观点的进一步讨论。本文旨在重新审视丘奇曼和查兰的观点,以此回归最初的原则。在本文中,我将重新评估他们的观点以及胡塞尔和伽达默尔的观点,并建议从这一丰富的系统思维缝隙中获得更多。
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引用次数: 0
Digital Transformations Through the Lens of the Collaborative, Co-Generative and Domesticative 从协作、共创和本土化的角度看数字化转型
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-09-13 DOI: 10.1007/s11213-024-09692-0
Andreas D. Landmark, Johan E. Ravn, Hans Y. Torvatn, Lisbeth Øyum

We explore digital transformation and socio-technical systems through the perspectives of collaboration, co-generation, and domestication. Building on Morten Levin’s influential work, we discuss how digital technologies are integrated into work environments, emphasising the necessity for democratic, participatory approaches. We discuss how his ideas of collaborative, democratic practice originating in the 1990s hold up to today’s organisational challenges like digital and sustainability transitions. Are the ideas and practices still valid, or do we need to update them? We identify the grand challenges that must be met: Ensuring sustainable digital transitions and developing educated, skilled workers in digitally transformed organisations.

我们从协作、共同生成和驯化的角度探讨数字化转型和社会技术系统。我们以莫滕-莱文(Morten Levin)极具影响力的著作为基础,讨论数字技术如何融入工作环境,强调民主、参与式方法的必要性。我们将讨论他在 20 世纪 90 年代提出的合作、民主实践理念如何应对当今的组织挑战,如数字化和可持续性转型。这些理念和实践是否仍然有效,还是需要更新?我们确定了必须应对的重大挑战:确保可持续的数字化转型,以及在数字化转型的组织中培养受过教育的熟练工人。
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引用次数: 0
Reimagining Famagusta: The Dialogic Design Theory of Change in action 重新构想法马古斯塔:对话式设计变革理论在行动
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-08-14 DOI: 10.1007/s11213-024-09685-z
Romina Laouri, Ilke Dagli, Derya Beyatli, Marios Michaelides, Mustafa Damdelen, Yiannis Laouris

This study presents a dialogic design theory of change through a three-stage process—developing a shared vision, identifying challenges (Problématique), and formulating effective actions—illustrated by the "Famagusta Revival Project" in Cyprus. This action research project engaged participants in three Structured Democratic Dialogues to envision an ideal future for the deserted part of Famagusta, pinpoint obstacles, and devise an action plan. Key outcomes include the proposal of a tax-free, self-governed international hub under EU or UN oversight, the creation of a policy-guiding think tank, and a communication strategy to reframe Famagusta as a unified city. Participants identified critical barriers such as insufficient dialogue on citizenship and diversity, lack of proactive leadership, and the impact of the Annan Plan's rejection. Proposed actions focus on establishing think tanks and lobbying groups to influence government and EU policies, and organizing common activities bringing together more teams to create a better understanding and common approach. Amidst the backdrop of global challenges, this study underscores the importance of action-research-based dialogues and systems science in peacebuilding efforts, offering recommendations for applying these insights to frozen conflicts worldwide.

本研究通过塞浦路斯 "法马古斯塔复兴项目 "所展示的三个阶段--形成共同愿景、确定挑战(Problématique)和制定有效行动--提出了对话式变革设计理论。这一行动研究项目让参与者参与了三次结构化民主对话,为法马古斯塔的荒芜地区设想理想的未来,找出障碍,并制定行动计划。主要成果包括建议在欧盟或联合国的监督下建立一个免税、自治的国际中心,创建一个政策指导智囊团,以及制定一项宣传战略,将法马古斯塔重新塑造成一个统一的城市。与会者指出了一些关键障碍,如关于公民身份和多样性的对话不足、缺乏积极主动的领导以及安南计划被否决的影响。建议采取的行动侧重于建立智囊团和游说团体,以影响政府和欧盟的政策,并组织共同活动,将更多团队聚集在一起,以形成更好的理解和共同的方法。在全球挑战的背景下,本研究强调了以行动研究为基础的对话和系统科学在建设和平工作中的重要性,并提出了将这些见解应用于全球僵持冲突的建议。
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引用次数: 0
Pluralistic Causal Mapping: A Postmodern Systems Thinking Approach Regarding Identification of a Causal Map of Social Complex Systems 多元因果关系图:关于确定社会复杂系统因果关系图的后现代系统思维方法
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-08-13 DOI: 10.1007/s11213-024-09688-w
Mojtaba Ashja, Ali Rezaeian

While complexity increases, current methodologies show some deficiencies. The main defect is when everything in a system is related and all relationships seem the same. It makes finding the difference quite hard. This article attempts to fill the identified gap by offering a methodology. It is named Pluralistic Causal Mapping (PCM). PCM was developed on Postmodern Systems Thinking. It is a mixed methodology that pursues individual emancipation through pluralism. PCM is applied to identify causality structure of large-scale information systems in order to test it in practice. Using the developed methodology, differences could be seen even when everything appeared the same. As a time-based methodology, PCM assigns power to statements based on three inquiry iterations. It distinguishes between the strength of relationships and delays. In addition, it minimizes the effects of practitioners' perception as well as the negative effects of power and group on the results.

在复杂性增加的同时,当前的方法论也显示出一些缺陷。主要缺陷在于,当系统中的所有事物都相互关联时,所有关系似乎都是一样的。这样就很难找到区别。本文试图通过提供一种方法来填补所发现的空白。它被命名为多元因果关系图法(PCM)。PCM 是在后现代系统思维的基础上发展起来的。它是一种混合方法论,通过多元化追求个体解放。PCM 适用于确定大型信息系统的因果关系结构,以便在实践中进行检验。使用所开发的方法,即使一切看似相同,也能看出差异。作为一种以时间为基础的方法,PCM 根据三次调查迭代为陈述分配权力。它区分了关系的强度和延迟。此外,它还最大限度地减少了实践者的感知以及权力和群体对结果的负面影响。
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引用次数: 0
Community of Learning as a World-Building Environment 作为世界建设环境的学习社区
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-08-06 DOI: 10.1007/s11213-024-09683-1
Ernesto Lleras Manrique, Ángel Alonso Gutiérrez Pérez

In this article, we present what we believe to be the fundamental problem of production systems in Colombia: the domination relationships inherited from colonial structures. We introduce the theoretical foundations of the Community of Learning approach, which we have been developing over the past decades as an option to overcome this issue. We argue that, in the contemporary Latin American context, these relationships are intertwined with the training of individuals for integration into the productive system and its close association with technological tools. This results in the establishment of a domineering sociotechnical system linked to coloniality which some authors associate with modernity. The theoretical foundation of the learning communities approach stems from a philosophical tradition that seeks to examine from a systemic point of view the relationships of domination that produce the alienation of the subject. Our proposal is to establish a pedagogical space for transcending relations of domination, where individuals can explore their identities through interactions with others. In this approach, we aim to foster spaces for collective world-building by affirming one’s own subjectivity within interactions with the environment. We view the technical dimension as inherently linked to these interactions. We term this approach the Community of Learning model, wherein we collectively shape the world through practices that are seen as meaningful actions transforming relationships into learning processes. This approach can be regarded as a means to transcend the domineering aspects of technological practices while concurrently engaging in learning and world-building endeavors. We present, as an example, the results obtained in several cases applying this approach and some proposals that can contribute to effective practices when implementing the Community of Learning approach.

在这篇文章中,我们提出了我们认为是哥伦比亚生产系统的根本问题:殖民结构遗留下来的支配关系。我们介绍了 "学习共同体 "方法的理论基础,过去几十年来,我们一直将这一方法作为解决这一问题的一种选择。我们认为,在当代拉丁美洲的背景下,这些关系与培训个人融入生产体系及其与技术工具的密切联系交织在一起。这导致建立了一个与殖民主义相关联的霸道的社会技术体系,一些作者将殖民主义与现代性联系在一起。学习社区方法的理论基础源于一种哲学传统,它试图从系统的角度来审视造成主体异化的支配关系。我们的建议是建立一个超越支配关系的教学空间,在这个空间里,个人可以通过与他人的互动探索自己的身份。在这种方法中,我们的目标是通过在与环境的互动中肯定自己的主体性,为集体建设世界创造空间。我们认为技术层面与这些互动有着内在的联系。我们将这种方法称为 "学习社区 "模式,即我们通过将人际关系转化为学习过程的有意义的行动,集体塑造世界。这种方法可以被视为一种超越技术实践的支配性方面,同时又能参与学习和世界建设努力的手段。我们将举例说明采用这种方法的几个案例所取得的成果,以及在实施 "学习共同体 "方法时有助于有效实践的一些建议。
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引用次数: 0
Managing Implementation Issues in Industry 4.0: A soft Systems Methodology-based Approach 管理工业 4.0 的实施问题:基于软系统方法论的方法
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-08-01 DOI: 10.1007/s11213-024-09686-y
Veepan Kumar, Prem Vrat, Ravi Shankar

Implementing Industry 4.0 is hindered by the absence of a strategic focus on integrating digital technologies with traditional manufacturing. An inadequate Industry 4.0 implementation framework prevents practitioners from successfully transitioning to an Industry 4.0-enabled industrial environment. Thus, to achieve long-term Triple bottom line (TBL) benefits, the Industry 4.0 implementation framework should be carefully planned, designed, and aligned to effectively manage and optimize company resources (digital and physical infrastructure, human resources, technical processes, and technology systems). This paper proposes an Industry 4.0 framework to manage the key implementation issues using soft system methodology (SSM). A symptom map, rich picture, CATWOE for root definition, initial conceptual model, final implementable model, and Industry 4.0 implementation framework were developed from expert perspectives from multiple functional domains. The proposed framework consists of three main components: the implementation management system, which encompasses the technological framework system, recruitment and retention system, and governing system; the Industry 4.0 enabled manufacturing system; and the digital preparedness evaluation system. This paper offers a comprehensive understanding of the implementation issues linked with Industry 4.0 both at the organizational level and functional domain level.

缺乏将数字技术与传统制造业相结合的战略重点阻碍了工业 4.0 的实施。不完善的工业 4.0 实施框架阻碍了从业人员成功过渡到工业 4.0 支持的工业环境。因此,为了实现长期的三重底线(TBL)效益,工业 4.0 实施框架应经过精心规划、设计和调整,以有效管理和优化公司资源(数字和物理基础设施、人力资源、技术流程和技术系统)。本文提出了一个工业 4.0 框架,利用软系统方法论(SSM)来管理关键的实施问题。本文从多个功能领域的专家视角出发,绘制了症状图、丰富的图片、用于根定义的 CATWOE、初始概念模型、最终可实施模型和工业 4.0 实施框架。所提出的框架由三个主要部分组成:实施管理系统,包括技术框架系统、招聘和留用系统以及治理系统;工业 4.0 化制造系统;以及数字化准备评估系统。本文从组织层面和功能领域层面全面阐述了与工业 4.0 相关的实施问题。
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引用次数: 0
The Complexity of Co-Generative Learning Between University and Regional Actors 大学与地区行动者之间共同生成学习的复杂性
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-07-17 DOI: 10.1007/s11213-024-09684-0
James Karlsen

This article reflects on the complexity of co-generative learning processes between a university and regional actors, drawing on the author’s experience facilitating an action research course. The course engages students in collaborating with regional practitioners on real-life territorial development challenges. Through glimpses into the co-generation process from student exam papers, the article highlights the challenges students face in navigating ambiguity and complexity when exposed to real-life territorial issues. Concepts such as regional complexity, Bildung, interiority, and democratic dialogue are used to analyze how structured reflection and facilitation through participation with regional actors can enhance students’ critical capacities for reflection and action. The main theoretical contribution is extending the concept of co-generative learning of Morten Levin and action research for territorial development by integrating students as reflective, facilitative actors in educational and regional development processes. Action research for territorial development provides a framework for accompanying the social transformations needed to address complex challenges. The article shows that by engaging in real-life issues through participatory, reflective processes, students develop crucial skills for facilitating collective territorial development efforts. Despite limitations related to geographic context and the course structure, the insights gained offer valuable implications for applying Levin’s legacy in other contexts.

本文根据作者主持行动研究课程的经验,反思了大学与区域行动者之间共同学习过程的复杂性。该课程让学生与地区实践者合作,共同应对现实生活中的地区发展挑战。通过从学生试卷中窥见的共同生成过程,文章强调了学生在接触现实生活中的地域问题时,在驾驭模糊性和复杂性方面所面临的挑战。文章使用了地区复杂性、教育、内部性和民主对话等概念,分析了通过与地区行动者共同参与进行结构化反思和促进,如何提高学生的批判性反思和行动能力。主要的理论贡献在于,通过将学生作为反思和促进行动者纳入教育和区域发展进程,扩展了莫滕-列文的共同生成学习概念和促进领土发展的行动研究。领土发展行动研究为应对复杂挑战所需的社会变革提供了一个框架。文章表明,通过参与性和反思性的过程参与解决现实生活中的问题,学生可以培养促进集体领土发展努力的关键技能。尽管受到地理环境和课程结构的限制,但所获得的见解为在其他环境中应用莱文的遗产提供了宝贵的启示。
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引用次数: 0
Social Systems Theory and Family Business: A Perspective Article 社会系统理论与家族企业:透视文章
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-07-10 DOI: 10.1007/s11213-024-09682-2
Theresa Arnold, Steffen Roth

This perspective article highlights the significance of systems-theoretical approaches within family business research. Extant systems-theoretical literature in the field of family business research is reviewed to outline potential research gaps and avenues. The article highlights the fundamental differences between organisational decision communication and intimate family communication. At the same time, it shows that both organisations and families as addressable social systems that may be characterised by the specific ways in which these systems refer to and manage expectations represented by the function systems of society. The article demonstrates how the key family business research areas of boundary management, succession planning, and family-business paradoxes could benefit from leveraging systems theory.

这篇透视文章强调了系统理论方法在家族企业研究中的重要意义。文章回顾了家族企业研究领域现有的系统理论文献,概述了潜在的研究差距和途径。文章强调了组织决策沟通与亲密家庭沟通之间的根本区别。同时,文章还表明,组织和家庭都是可处理的社会系统,其特征可能是这些系统参照和管理社会功能系统所代表的期望的特定方式。文章展示了边界管理、继承规划和家族企业悖论等家族企业研究的关键领域如何从系统理论中受益。
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引用次数: 0
Towards a Viable Knowledge Environment within an Academic Institution 在学术机构内建立可行的知识环境
IF 1.2 4区 管理学 Q4 MANAGEMENT Pub Date : 2024-07-06 DOI: 10.1007/s11213-024-09681-3
Erdelina Kurti, Sadaf Salavati

This study presents a Viable System Model diagnosis of the academic structure in the form of Knowledge Environment focusing on digital transformation. Data has been collected through interviews complemented with document analysis. This research has identified several challenges mainly in terms of structural alignment between two recursive levels. In addition, we discuss how the viability of the Knowledge Environment can be strengthened by redefining roles and responsibilities of different systems. This research contributes to the scholarly work on the Viable System Model application to academic institutions. The case in focus cuts across several faculties and departments raising known challenges as identified in related research and new challenges found through the diagnosis. In this research we apply a soft systems lens combining two systems approaches, Rich Picture from Soft Systems Methodology and Viable System Model to diagnose and discuss the complexity of the dynamic knowledge environment, as well as to explore initial ideas for further enhancing its viability.

本研究以知识环境的形式对学术结构进行了可行的系统模型诊断,重点关注数字化转型。数据是通过访谈和文件分析收集的。这项研究发现了一些挑战,主要是两个递归层次之间的结构协调问题。此外,我们还讨论了如何通过重新定义不同系统的角色和责任来加强知识环境的可行性。这项研究为将可行系统模型应用于学术机构的学术研究做出了贡献。重点案例涉及多个院系,提出了相关研究中发现的已知挑战和诊断中发现的新挑战。在这项研究中,我们运用软系统视角,结合两种系统方法--软系统方法论的丰富图景和可行系统模型--来诊断和讨论动态知识环境的复杂性,并探索进一步提高其可行性的初步想法。
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引用次数: 0
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Systemic Practice and Action Research
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