情境研究与认知重构:策略作为实践的启示

Malobi Mukherjee, R. Ramírez, Richard W. Cuthbertson
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摘要

本文对战略管理研究有两个贡献。它将情景研究定位为连接微观、中观和宏观层面的认知框架(Cornelissen和Werner, 2014)关于环境不确定性的一种方式。通过在战略实践中引入额外的组织参与者来确定宏观层面的不确定性(Vaara和Whittington, 2012, Floyd, 2011),并通过将微观、中观和宏观实践之间的复杂联系联系起来(Jarzabowski和Spee, 2009),这扩展了战略作为实践的边界。本文考虑了情景方法在战略管理中的作用,涉及两个不相关的案例研究——一家房地产公司和一家行业协会,其中两位研究人员自2009年以来对其有详细的了解。虽然我们在这里报告的发现必须被视为探索性的,但它们确实符合一项更广泛的六年研究工作所产生的发现模式(Ramirez et al, 2015)。这些发现也符合自戈夫曼(1974)推广“框架”概念以来,社会学对待问题“框架”的方式。正如Cornelissen & Werner(2014)最近对框架的回顾所表明的那样,该领域包括有关认知框架、参考框架和框架效应的“微观”(个人)层面研究;关于战略框架、技术框架和集体行动框架发生的“中观”(组织)层面研究;以及实地层面的“宏观层面”研究,包括制度框架和框架背景。本文确立了情景研究使管理层能够清楚地将皮埃尔·瓦克(1985)著名的思想显微镜与情景所访问的世界宏观联系起来;它通过分别在微观和中观层面重构角色和关系来实现这一目标。本文也是对Vaara和Whittington(2012)呼吁扩大战略制定分析的回应,不再强调个人经理或管理团队引导组织的能力,而是更关注将机构置于实践网络中。因此,惠廷顿等人(2003)建议将战略作为一个领域或社会系统来研究,该领域或社会系统以企业精英、战略顾问、金融机构、国家机构、商业媒体和商学院之间的联系为特征,重点是了解这些互动如何促进特定类型战略话语的产生和消费。本文确立了采用情景方法可以帮助动荡环境中的公司战略家(Emery和Trist, 1965)在不必达成一致的情况下接受不同的观点,从而更容易理解这种实践网络的相关性、复杂性和潜在影响。通过拥有一小部分彼此不一致的场景,但在不同的未来中这样做,“他者”的观点(哈贝马斯,2000)和实践网络之间的联系可以在“安全”的过渡空间中安全地探索(Amado和Ambrose, 2001)。
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Scenarios Research and Cognitive Reframing: Implications for Strategy as Practice
This paper makes two contributions to strategic management research. It positions scenarios research as a way to connect micro, meso, and macro level cognitive framing (Cornelissen and Werner, 2014) regarding environmental uncertainties. This extends the boundaries of strategy as practice by involving extra organizational actors in strategy praxis to ascertain macro level uncertainties (Vaara and Whittington, 2012, Floyd, 2011) and by linking the complex connections between the micro, meso and macro praxis (Jarzabowski and Spee 2009).The paper considers the role of a scenarios methodology in strategic management with respect to two unrelated case studies – a real estate firm, and a trade association, with and about whom two of the researchers have a detailed knowledge since 2009. While the findings we report here must be treated as exploratory, they do conform to a pattern of findings that a broader six year old research effort has been producing (Ramirez et al, 2015). The findings also conform to the way sociology has been treating the ‘framing’ of issues since Goffman (1974) popularized the construct. As Cornelissen & Werner’s (2014) recent review of framing suggests, the field includes ‘micro’ (individual) level research concerning the cognitive frame, frame of reference, and the framing effects involved; ‘meso’ (organizational) level research about what strategic frame, technological framing, and collective action framing take place; and ‘macro-level’ research at the field level including institutional frames as well as framing contexts. This paper establishes that scenarios research allows management to clearly connect what Pierre Wack (1985) famously called the microscope of the mind to the macroscope of the world accessed with scenarios; it does so by respectively reframing roles and relationships at the micro and meso levels.This paper is also a response to the call made by Vaara and Whittington (2012) to broaden the analyses of strategy-making, moving away from a strong emphasis on the ability of individual managers or management teams to steer an organization to instead become more concerned with placing agency in a web of practices. Accordingly, Whittington et al (2003) proposed that strategy be investigated as a field or social system characterised by connections between corporate elites, strategy consultants, financial institutions, state agencies, the business media, and business schools with an emphasis on understanding how these interactions contribute to the production and consumption of particular kinds of strategy discourse. This paper establishes that taking a scenarios approach can help strategists in firms in turbulent environments (Emery and Trist, 1965) to host diverse views without having to reach agreement, and so more readily comprehend the relevance, complexity, and potential impacts of such a web of practices. By having a small set of scenarios that disagree with each other but do so within different futures, the views of “the other” (Habermas, 2000) and the connections between the web of practices can be safely explored within a “safe” transitional space (Amado and Ambrose, 2001).
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