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DOI: 10.1177/0018726707075703
2007 60: 5Human Relations Paula Jarzabkowski, Julia Balogun and David Seidl
Strategizing: The challenges of a practice perspective
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Strategizing: The challenges of a practice perspective Paula Jarzabkowski, Julia Balogun and David Seidl
A B S T R A C T While the strategy-as-practice research agenda has gained consider-
able momentum over the past five years, many challenges still remain
in developing it into a robust field of research. In this editorial, we
define the study of strategy from a practice perspective and propose
five main questions that the strategy-as-practice agenda seeks to
address. We argue that a coherent approach to answering these
questions may be facilitated using an overarching conceptual
framework of praxis, practices and practitioners. This framework is
used to explain the key challenges underlying the strategy-as-practice
agenda and how they may be examined empirically. In discussing
these challenges, we refer to the contributions made by existing
empirical research and highlight under-explored areas that will
provide fruitful avenues for future research. The editorial concludes
by introducing the articles in the special issue.
K E Y W O R D S practice perspective � strategizing
Introduction
The field of strategy-as-practice research has grown rapidly in recent years with a virtual community of over 2000 members, an official website (www.strategy-as-practice.org), popular conference tracks at major European, North American and Australasian conferences, two special issues, books and a growing number of top-tier journal publications. This rapid
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DOI: 10.1177/0018726707075703
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growth may be attributed to a general unease with the way that strategy research has developed over the last three decades. Since the landmark contri- butions by Michael Porter, strategy research has largely been based on the micro-economics tradition. As a consequence, research has typically remained on the macro-level of firms and markets while reducing strategy to a few causally related variables in which there is little evidence of human action. As many researchers have pointed out, strategy research seemed to have lost sight of the human being (Bettis, 1991; Ghoshal & Moran, 1996; Jarzabkowski, 2004; Lowendahl & Revang, 1998; Tsoukas & Knudsen, 2002; Whittington, 2003). In order to understand human agency in the construction and enactment of strategy it is necessary to re-focus research on the actions and interactions of the strategy practitioner. This reinstatement of agency in strategic action is located within the wider ‘practice turn’ (Orlikowski, 1992, 2000; Orr, 1996; Schatzki et al., 2001) or ‘linguistic turn’ (Alvesson & Karreman, 2000; Grant et al., 2003) in the social sciences, which has arisen in response to a general dissatisfaction with the prescrip- tive models and frameworks arising from normal science modes of research. Strategy-as-practice may thus be seen as part of a broader concern to humanize management and organization research (Pettigrew et al., 2002; Weick, 1979).
An initial special issue on micro-strategizing (Johnson et al., 2003) took up this challenge, emphasizing the myriad micro-actions through which human actors shape activity in ways that are consequential for strategic outcomes. Strategy, according to this view, is not something that an organization has but something its members do. Johnson et al. in this sense also speak of ‘strategizing’ as the ‘doing of strategy’, and call for strategy research to be refocused explicitly on human activity. A further important aspect of the strategy-as-practice approach, however, was only implicitly addressed in this special issue: the contextualization of these micro-actions (Whittington, 2006). Micro-phenomena need to be understood in their wider social context: actors are not acting in isolation but are drawing upon the regular, socially defined modes of acting that arise from the plural social insti- tutions to which they belong. Much of the social infrastructure, such as tools, technologies and discourses, through which micro-actions are constructed has macro, institutionalized properties that enable its transmission within and between contexts, whilst being adopted and adapted differently within micro-contexts (Seidl, 2007; Wilson & Jarzabkowski, 2004). The strategy- as-practice approach emphasizes explicit links between micro- and macro- perspectives on strategy as a social practice (Jarzabkowski, 2004; Whittington, 2006). The original term, ‘Activity Based View’, used by Johnson et al. (2003) has thus been subsumed within the broader research
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agenda for ‘strategy-as-practice’, where ‘practice’ refers both to the situated doings of the individual human beings (micro) and to the different socially defined practices (macro) that the individuals are drawing upon in these doings. This re-conceptualization of strategy as ‘doing’ at multiple social levels solves some of the broader contextualization problems associated with a research agenda that focuses primarily on micro-actions (Contu & Willmott, 2003; Jarzabkowski, 2005).
Key questions and a conceptual framework for researching strategy-as-practice
Despite considerable progress over the past four years, some consistent questions continue to arise in conference tracks and workshops about strategy-as-practice.1 These questions are important theoretically in estab- lishing the conceptual orientation of any piece of research, practically for informing different aspects of strategy practice, and analytically for defining the level and unit of analysis for empirical research (Schatzki et al., 2001; Whittington, 2003):
• What is strategy? • Who is a strategist? • What do strategists do? • What does an analysis of strategists and their doings explain? • How can existing organization and social theory inform an analysis of
strategy-as-practice?
If the field is to build momentum, it is important to develop some cohesive frameworks for addressing these questions. This section provides a definition of what ‘strategy’ is from a practice perspective, which establishes the broad theoretical approach within which the other four questions may be considered. We then build on our theoretical approach with an overarching conceptual framework of praxis, practices and practitioners (Whittington, 2006), using this framework to discuss the relationships between our research questions.
What is strategy?
From a strategy-as-practice perspective strategy is conceptualized as a situated, socially accomplished activity, while strategizing comprises those
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actions, interactions and negotiations of multiple actors and the situated practices that they draw upon in accomplishing that activity (Jarzabkowski, 2005). The problem with such a broad definition is that it encompasses all types of social activity, to the extent that it is difficult to determine what activity is not strategic. One approach to dealing with this problem is to focus on those activities that draw on strategic practices. Strategy is a particular type of activity that is connected with particular practices, such as strategic planning, annual reviews, strategy workshops and their associated discourses (see, for example, Barry & Elmes, 1997; Hendry, 2000; Knights & Morgan, 1991). Hence, just as science may be defined as those activities that draw on scientific practices (e.g. methods, tools, scientific language) (Latour, 1987), strategy might be defined as those activities that draw on particular strate- gic practices. While this definition is beneficial, it tends to narrow the analytic focus to how practitioners interact with and deploy particular strategic prac- tices, which may not address the wider strategy-as-practice agenda. There- fore, we adopt the broader view that activity is considered strategic to the extent that it is consequential for the strategic outcomes, directions, survival and competitive advantage of the firm (Johnson et al., 2003), even where these consequences are not part of an intended and formally articulated strategy. Furthermore, we suggest that strategic activity might be con- sequential for direction and survival at multiple layers from groups, and organizations to industries and their supporting institutions more broadly, depending upon the level of analysis adopted. ‘Strategizing’ refers to the ‘doing of strategy’; that is, the construction of this flow of activity through the actions and interactions of multiple actors and the practices that they draw upon. In order to operationalize these definitions of strategy and strate- gizing empirically, we propose a conceptual framework that may be used to separate out their key elements and provide potential entry points into their study.
A conceptual framework of praxis, practices, and practitioners
Whittington (2006) proposes that three elements of a theory of practice may be isolated: praxis, practices and practitioners (see Figure 1), each of which comprises a different analytic choice and entry into the study of strategy-as- practice (Jarzabkowski, 2005). While many practice theorists have identified one or more of these elements as discrete but interrelated social phenomena (e.g. de Certeau, 1984; Giddens, 1984; Schatzki et al., 2001; Sztompka, 1991; Turner, 1994), Reckwitz (2002) provides a helpful summary that may
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be used to define each term. First, praxis is ‘an emphatic term to describe the whole of human action’ (p. 249). Sztompka (1991) helps to delineate the more micro- and macro-properties of this broad definition of praxis by proposing that it unfolds as the nexus of what is going on in society and what people are doing. Praxis comprises the interconnection between the actions of different, dispersed individuals and groups and those socially, politically, and economically embedded institutions within which individuals act and to which they contribute. This definition is important, as it indicates that praxis is both an embedded concept that may be operationalized at different levels from the institutional to the micro, and also dynamic, shifting fluidly through the interactions between levels. For example, praxis might be studied at the institutional level as a particular type of widely diffused activity, such as merger and acquisition behaviour within an industry, or at the micro-level of a particular individual or group of indi- viduals engaged in merger and acquisition activity (Vaara et al., 2004). This study examines the praxis of merger and acquisition as a socially accomplished strategic activity, operationalizing practice at different levels of analysis that are interconnected over time.
Of course, flows of activity are not only singular. Given the innately pluralistic nature of society, with its competing legitimacies, activity might be studied as parallel, intersecting, divergent or competing flows that impact upon each other (Denis et al., this issue). For example, Jarzabkowski and Fenton (2006) show how globalizing professional service firms accomplish multiple, potentially divergent streams of activity and how the actions and interactions of actors enable mutual adjustments between these flows of activity.
Practices are defined by Reckwitz as:
routinized types of behaviour which consist of several elements, inter- connected to one another: forms of bodily activities, forms of mental activities, ‘things’ and their use, a background knowledge in the form of understanding, know-how, states of emotion and motivational knowledge.
(2002: 249)
The use of such practices is intrinsically connected to ‘doing’ because they provide the behavioural, cognitive, procedural, discursive and physical resources through which multiple actors are able to interact in order to socially accomplish collective activity. As these resources are utilized in routinized ways that form patterns, they may be studied to understand how strategic activity is constructed. For example, we may study how different
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actors employ particular forms of language in their social practices of inter- action in order to socially accomplish the restructuring of an organization over time (e.g. Balogun & Johnson, 2004) or rhetorically to construct co- herence between multiple contradictory strategies (e.g. Jarzabkowski & Sillince, in press). Such studies emphasize that, despite their routinization, practices are not immutable. That is, they neither form rigid patterns nor are interconnected in the same ratios, types and combinations all the time. Rather, practices are diverse and variable, being combined and altered according to the uses to which they are put and the way that they alter the flow of activity in which they are used (de Certeau, 1984; Orlikowski, 1996; Seidl, 2007). Indeed, even more materially represented practices – the ‘things’ to which Reckwitz (2002) refers – such as Gantt charts, whiteboards, and post-it notes, may have relatively routinized properties in the way they are employed but contribute to different forms of strategic activity according to their situations of use (e.g. Blackler et al., 2000; Eden & Ackerman, 1998; Sapsed & Salter, 2004). We might thus use practices as potential units of analysis for studying how strategy-as-practice is constructed; examining what practices are drawn upon, how they are drawn upon, how use alters over time, and the consequences of these patterns of use for shaping praxis at different levels.
Finally, practitioners are the actors; those individuals who draw upon practices to act. Practitioners are thus interrelated with practices and praxis. They derive agency through their use of the practices – ways of behaving, thinking, emoting, knowing and acting – prevalent within their society, combining, coordinating and adapting them to their needs in order to act within and influence that society (Reckwitz, 2002). Such agency is embodied, being part of who a practitioner is and how that individual is able to act, but is also always connected to the situation and context in which agency is derived (Balogun et al., 2005). From a strategy perspective, practitioners are obvious units of analysis for study, being active participants in the con- struction of activity that is consequential for the organization and its survival. They shape strategic activity through who they are, how they act and what practices they draw upon in that action.
This brief overview of praxis, practices and practitioners provides a conceptual framework that underpins and may be used to link some of the key questions within a strategy-as-practice research agenda. As Figure 1 indi- cates, these concepts are discrete but interconnected, so that it is not possible to study one without also drawing on aspects of the others. Strategizing occurs at the nexus between praxis, practices and practitioners. While any research question will unavoidably link all three, empirically there will be different dominant areas of focus, as indicated by categories A, B and C. For example, a study may foreground the interconnection between practitioners
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and praxis, whilst back-grounding the practices. Based on this framework of praxis, practices and practitioners we next discuss the theoretical under- pinnings of our remaining four research questions and identify the potential issues that they bring to the foreground for empirical research.
Who is a strategist?
While the strategist appears to be an obvious unit of analysis, the strategy- as-practice research agenda alerts us to the need for a broader conceptual- ization of who is a strategist and a more detailed analysis of what that means for strategy research than is traditionally posed in the strategy literature. The literature is still dominated by concepts of strategy as a top-down process of formulation separated from implementation, predisposing a focus upon top managers, their demographics and their decision-making processes (e.g. Hambrick & Mason, 1984; Papadakis et al., 1998; Wiersema & Bantel, 1992). However, this dominant definition of strategists and their impact upon strategy is inadequate to fulfil our theoretical framing of a practitioner from two perspectives.
First, while demographics such as age, tenure, educational and functional background, ethnicity and gender do furnish some characteristics of the strategist, these tend to be proxies for behaviour; an end in themselves,
Jarzabkowski et al. Strategizing: The challenges of a practice perspective 1 1
Figure 1 A conceptual framework for analysing strategy-as-practice
Praxis Situated,
socially accomplished flows of activity that strategically are
consequential for the direction and survival of the
group, organization or industry
Practitioners Actors who shape
the construction of practice through who they are, how they act and what
resources they draw upon
Practices Cognitive, behavioural, procedural, discursive,
motivational and physical practices that are combined,
coordinated and adapted to construct practice
A
B C
Strategizing comprises the nexus between practice, practices and practitioners. A, B, and C represent stronger foci on one of these interconnections depending upon the research problem to be addressed
Strategizing
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rather than a starting point from which to study actual behaviour (see also Pettigrew, 1992; Priem et al., 1999). Such approaches fail to deal with indi- vidual experiences of agency, in which who a person is, is innately connected to how that person acts and the consequences of that action. For example, how strategy is defined is affected by the identity of individuals. In their article, ‘Discourses of disrupted identities in the practice of strategic change’, Beech and Johnson (2005) show how individuals’ identities, and the (potentially different) identities imposed on them by others, have an impact on what they do and how. They also show how individuals’ identity may shift through time and the impact of this on their actions. Similarly, Rouleau (2003) shows how gender impacts on how strategists act and how they respond to others’ actions. The identities that strategists bring to their work may thus constitute fundamentally different experiences in the way those actors shape strategy, which can complement existing knowledge. For example, while research into managerial demographics may reveal that executive boards comprise few women members, a practice approach can reveal how and why gendered workplace identities and experiences may be antithetical to the experiences of being a board member. Demographics research may reveal a problem in who is a strategist, but practice research can provide in-depth illumination of why the problem occurs. One import- ant avenue for analysing strategy-as-practice thus involves identifying who is a strategist in terms of the agency and experience of being a strategist that individuals bring to their role in constructing strategy.
Second, a practice perspective on who strategists are goes beyond trun- cated views of strategy as a deliberate, top-down process, identifying a much wider group of actors as potential strategists. This does not mean that top managers should be abandoned, since existing empirical work indicates that there is still much to be learnt from studying these actors as participants in strategy-making rather than as its formulators (e.g. Jarzabkowski, 2003, 2005; Pye, 1995; Samra-Fredericks, 2003, 2004). However, increasingly strategy-as-practice studies indicate that middle managers and lower-level employees are also important strategic actors. Given that these middle and operational-level employees typically lack a formal strategy role, practice research has focused upon the social, interpretative, linguistic and personal knowledge bases through which they shape strategy (e.g. Balogun, 2003, forthcoming; Balogun & Johnson, 2004, 2005; Mantere, 2005; Regnér, 2003; Rouleau, 2005). While their actions and influence on strategy may be unintended at the firm level, they are significant for firm survival and competitive advantage. Hence, it is important to identify these actors as strategists, opening a research agenda that goes beyond top managers to studying other levels of employee as strategic actors.
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Of equal importance but less addressed is the question of those actors outside the firm who also influence strategy. While a nascent literature increasingly draws attention to external actors, such as non-executive directors (McNulty & Pettigrew, 1999), consultants, business gurus (Clark, 2004; Schwarz, 2004; Whittington et al., 2003), and customers (Lowendahl & Revang, 1998) who are outside the formal structure of the firm but shape its strategy indirectly, there remains little empirical work on who these actors are and how their professional identities, relationships to, and engagement with the firm shape its strategy. Through a broader definition of who is a strategist, incorporating lower-level employees and external actors as well as top managers, we may be able to discern a wider range of practices, such as the specific know-how (Balogun et al., 2007; Lowendahl & Revang, 1998; Regnér, 2003), interpretative behaviour (Balogun & Johnson, 2004, 2005; Rouleau, 2005), discourses (Jarzabkowski & Sillince, in press; Vaara et al., 2004, 2006) and motivations (Mantere, 2005) that practitioners embody and engage in shaping strategy. The question of who is a strategist thus opens new avenues of research, particularly focusing on section A of Figure 1; strategizing at the nexus between practitioners and the practices that they draw upon in order to shape the praxis of strategy.
What do strategists do?
A recurrent question in the strategy-as-practice research agenda is what do strategists do? It focuses upon what doing strategy involves and, most importantly, how that doing shapes strategy. This question, which aims to understand what constitutes doing, is theoretically underpinned by the above concept of practices; that is, it focuses upon those specific, situated practices that practitioners engage when they are doing strategy. Such a question, while it might classify specific practices such as meetings, workshops, analytic tools, management processes and rhetorical or discursive forms, goes beyond simple classifications of what practitioners do (such as Mintzberg, 1973) to how they go about that doing, incorporating their situated and person- specific knowledge. For example, practice researchers may wish to under- stand how the conduct of a meeting (Jarzabkowski & Seidl, 2006), the discursive interactions within that meeting, or the way actors deploy vested interests and intentions in the meeting (Vuorela, 2005) shape the social accomplishment of strategy, rather than simply to classify the types of practices in which strategists engage.
Empirically, the question of what strategists do will be tied to how researchers define their interests in who is a strategist. For example, research
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that problematizes how the doing of strategy is shaped by the identity of the strategist (e.g. Beech & Johnson, 2005), indicates an analysis of what strate- gists do that is very proximal to who a strategist is. By contrast, research that aims to uncover what happens in strategy workshops (e.g. Hendry & Seidl, 2003; Hodgkinson et al., 2006; Seidl et al., 2006) or how admini- strative procedures are used (Jarzabkowski, 2005) and their implications for shaping strategy, is less concerned with who the strategist is and more focused upon how specific practices are used in the doing of strategy. These positions represent different choices for analysing what strategists do, which indicate different interconnections between who a strategist is, what a strate- gist does, and the implications for strategy praxis. Proximity to who a strategist is suggests stronger analysis of Section A in Figure 1, the inter- connection between practitioners and practices, whereas proximity to the practices by which strategy is done suggests stronger focus upon Section B, the interconnection between praxis and practices. Relationships between praxis, practices and practitioners will also be guided by the next key research question; what an analysis aims to explain.
What does an analysis of strategists and their doings explain?
This question is motivated by two challenges. First, that strategy-as-practice studies, with their strong focus on the empirical detail through which strategy is constructed, may lack an outcome; the ‘so what?’ problem. Second that the drilling deep, ‘micro’ (Johnson et al., 2003) approach taken by much strategy-as-practice research leads to explanations that are inconsequential in any wider sense than the specific situation to which they pertain. These are important challenges that the strategy-as-practice agenda must address in order to be credible within the field of strategic management research, which is dominated by an economics-based focus on outcome measures at the firm and industry level. Strategizing research does not need to adopt the same outcome measures as traditional strategy research. However, it does need to address these challenges by specifying the strategizing foci high- lighted in Figure 1 and clearly demarcating what the analysis seeks to explain. In order to explain how strategizing research has and may further respond to these challenges, we shall draw on existing empirical research within this burgeoning field, which is summarized in Table 1.
Outcomes for strategy-as-practice research need to be related to the definition of strategy as a situated, socially accomplished flow of activity that has consequential outcomes for the direction and/or survival of the group, organization or industry. The objective of strategizing research is, then,
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Jarzabkowski et al. Strategizing: The challenges of a practice perspective 1 5
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Human Relations 60(1)1 6
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Jarzabkowski et al. Strategizing: The challenges of a practice perspective 1 7
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plausibly to explain some aspect of activity which may be considered con- sequential at the chosen level of analysis. While such outcomes are distinct from the firm-level outcomes that typically characterize much strategy research, frequently dealing with more micro-level situations and actions, they are nonetheless consequential outcomes of strategizing research. For example, the explanation of how a single strategic decision is constructed through the talk-in-interaction between strategists (Samra-Fredericks, 2003) is consequential to the decision outcome. The conduct of a meeting is con- sequential to how strategic issues arise and gain momentum (Jarzabkowski & Seidl, 2006), which is important for shaping the outcomes of the specific meeting, as well as shaping the wider social accomplishment of strategic activity over time. Regnér’s (2003) longitudinal study of inductive strategiz- ing behaviour by actors at the periphery of firms explains outcomes as con- sequential as Ericsson’s recognition of, entry into and development of the mobile telephony marketplace. Thus, the outcomes of strategizing studies, rather than focusing upon the firm level, may be explanations of some aspect of shaping activity that is a ‘micro-mechanism’ in transforming wider strategic activity (Hedstrom & Swedberg, 1998; Tsoukas & Chia, 2002).
This leads to the second challenge regarding what strategizing research explains; whether exposing micro-level strategic activity provides expla- nations consequential in any wider sense. As strategizing research may be plausibly linked to more macro-explanations, such as firm direction and/or survival, strategizing research does have macro-consequences. However, this challenge raises a more fundamental issue of analytic choice, which involves identifying which of the interconnections between practitioners, practices or praxis are brought to the foreground (see Figure 1, A, B, C). As discussed above, research that focuses on section A of Figure 1 is concerned with explanations that foreground the practitioner and the practices through which that practitioner derives agency in the doing of strategy. Such studies are likely to develop micro-level explanations, with more macro-outcomes primarily being inferred as components of a larger picture of practice (e.g. Mantere, 2005; Samra-Fredericks, 2003). However, studies that have their focus in section B or C of Figure 1, have greater proximity to strategy as a wider activity, developing explanations of how and why certain types of activity are consequential. Many such studies, as indicated in Table 1, are concerned to explain more macro-consequences, such as the evolution of strategies (Jarzabkowski, 2005) and capabilities (Salvato, 2003) that underpin organizational direction and survival, or, more macro again, some organizational-level aspect of practice, such as the implementation of major change (Balogun & Johnson, 2004, 2005; Rouleau, 2005) or firm renewal (Regnér, 2003). Even more macro-explanations, resonant with industry levels
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of practice may be found in strategizing research that examines practices of institutionalization and their consequences for firms within an industry. For example, Vaara et al.’s (2004) study of the interconnection between the discursive practices of key players within the airline industry and the insti- tutionalization of alliance-based activity indicates how strategizing research may focus upon the micro-details of using discursive practices in order to explain wider consequences, such as the institutionalization of alliances within an industry.
Strategy-as-practice research may, therefore, rise to the challenge of explaining outcomes that are consequential at more macro-levels of the firm and industry. Indeed, we suggest that strategy-as-practice research may explain outcomes that are consequential to the firm at all levels from the most micro-details of human behaviour to the broader institutional levels, depending upon the focus of research. The challenge for strategy-as-practice research is, therefore, not whether it can develop outcomes that go beyond description, but to clearly identify the focus of the research and develop research designs that can adequately address these foci.
How can existing organization and social theory inform an analysis of strategy-as-practice?
A recurrent question in strategy-as-practice discussions is what the theoretical basis of strategy-as-practice research is and how this aligns with existing organization and social theory approaches. We argue that strategy- as-practice as a field is characterized less by what theory is adopted than by what problem is explained. Our central research interest focuses on explain- ing who strategists are, what they do and why and how that is consequential in socially accomplishing strategic activity. As such, many problems posed in existing strategy research, such as dynamic capabilities, resource-based view, knowledge-based view and strategy process theory might be illumi- nated by a practice-based approach to their study (Ambrosini et al., this issue; Jarzabkowski, 2005; Johnson et al., 2003). Therefore, the field does not require ‘new’ theories per se, but to draw upon a range of existing theories to explore the strategy problems defined within our conceptual framework, to develop novel methods and research designs for their study (Balogun et al., 2003), and to advance explanations of how strategy is accomplished using these different levels and units of analysis.
Table 1 reveals how empirical research into strategy-as-practice has drawn upon the diverse theoretical resources available in areas such as practice, sensemaking, cognition, culture, power, narrative and discourse
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theory. Strategy-as-practice, in common with much other organization theory, draws from the meta-theoretical principles of sociology, social psychology, anthropology and ethnomethodology, among others, to under- stand the construction of activity within organizations. Table 1 also shows that there is a clear tendency towards those organization theories that adopt a broadly social constructionist approach in framing and interpreting empiri- cal data. Noticeably, these studies display a consistent effort to theorize from rich data, drawing upon theories of strategy and organization in order to frame and explain strategy as a social practice. For example, Salvato’s (2003) study is theoretically framed within the field of dynamic capabilities, drawing upon a social theory background (e.g. Giddens, 1984) to explain how capa- bilities underpinning competitive advantage are constructed. Similarly, studies that aim to understand how strategic change is constructed, imple- mented and transformed through the day-to-day actions of practitioners are located within organizational theories of sensemaking and narrative (e.g. Balogun & Johnson, 2004, 2005; Rouleau, 2005). Yet other studies examine the use of ostensibly rational strategizing procedures, such as budget models and monitoring and control systems (Jarzabkowski, 2003; Jarzabkowski & Wilson, 2002), using social theories of practice to illustrate these procedures as carriers of interactions, intentions and interests within organizations. Many studies adopt a focus upon discourse, rhetoric and narrative to explain the construction of strategic activity, suggesting that such theories are a particularly fruitful avenue for exploring the construction of strategy-as- practice. The common point of such studies is their concern to explain some aspect of the nexus between praxis, practices and practitioners and its conse- quences in the social accomplishment of strategy.
Ongoing challenges for strategy-as-practice research: Taking the agenda forward
There has been impressive empirical progress given the nascent state of strategy-as-practice as a field. As shown in Table 1, there is already some work in each of the main analytic foci identified in our framework (see Figure 1). However, contributions of this field may be developed by further exploring the issues raised by our key research questions and grounding these within our conceptual framework of praxis, practices and practitioners and their relationships. We suggest that a key priority is for more empirical research, which has been explicitly framed and designed to address the strategy-as- practice research agenda. With this in mind, the following issues need to be addressed.
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1) Practitioners: While there are an increasing number of studies that take a multi-level approach to studying strategists, these studies still focus primarily on the managerial levels. There is still little work examining how those outside the firm, such as consultants, regulators, shareholders, and consumers, shape strategy. Wider definitions of who is a strategist will extend our understandings beyond the predominance of upper-echelon approaches to incorporate those multiple actors who contribute to the social accomplishment of strategy (see Whittington et al., 2003). Such studies might undertake fine-grained analyses that can illuminate how strategists’ personal identities and experiences and the social dynamics in which they engage contribute to shaping strategy.
2) Practitioners and praxis: Linked to the under-researched nature of who is a strategist, Table 1 indicates that there is still little empirical work in area C of Figure 1, the interconnection between practitioners and praxis. For example, Balogun and Johnson’s (2004, 2005) and Rouleau’s (2003, 2005) studies highlight the insightful nature of such a focus, showing how the gendered and functional identities of middle managers accomplish change within the organization. More studies might be framed to foreground this connection, examining not only who is a strategist but how this impacts upon strategy praxis. In order to develop a richer understanding of the engage- ment between practitioners and praxis it is important to examine strategy not only at the organizational level but also to analyse the social dynamics between practitioners and praxis at the institutional, and, particularly, the sub-organizational levels of activity, which are still weakly operationalized in much strategy research.
3) Practices and practitioners: As indicated in Table 1, in examining those practices used in doing strategy, the main focus has been on cognitive and interpretative activities, know-how, discourses and, to a lesser extent, use of administrative practices, meetings and workshops. Such studies are insightful and more work in these areas is valuable, particularly in looking at how and why practitioners engage particular types of practices in order to shape strategy. In particular, research designs might incorporate the emotions and motivations involved in strategizing that are innately connected to who strategists are and what they do, and which have been under-explored. It is likely that the affective states that strategists bring to their work (Huy, 2002) and their motivations and intentions (Mantere, 2005; Vuorela, 2005) will be relevant to the types of practices that they draw upon, how they deploy them and the consequences of that deployment.
4) Even as the field develops its empirical base, it is important that we develop a deeper understanding of the theoretical resources available to further the field of strategy-as-practice research and the specific implications
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of different theoretical approaches (Seidl, 2007). Here we suggest that research engages with theories of practice that provide conceptual expla- nations of the social dynamics involved in accomplishing strategy. Addition- ally, as indicated in Table 1, researchers might consider how a practice perspective can draw upon and extend existing organization and strategic management theory.
5) Finally, it is necessary to consider the methodological implications of different theoretical approaches. While articles are increasingly develop- ing the theoretical level of the perspective, including three in this special issue (Chia & MacKay; Denis et al.; Hodgkinson & Clarke), comparatively little has been written on the methodological level with the exception of Balogun et al. (2003). Most empirical works cited in this article have been realized using data from processual and longitudinal research which does indeed offer many practice insights. However, little empirical work conducted in the strategy-as-practice perspective has developed innovative methodology specific to the perspective, with the exception of some valuable insights derived using anthropological (e.g. Johnson et al., 2005) and ethno- methodological (Samra-Fredericks, 2003) approaches. It is time to do research with methodological frames designed from a practice perspective.
Introduction to articles in the special issue
As we have not been able to include all the articles worthy of inclusion in this special issue, we have tried to select a range that contribute to the empiri- cal agenda, provide theoretical resources, or raise important topics for debate. The following seven articles meet these criteria and we hope that they will encourage others to conduct further research that can address the chal- lenges of doing strategy-as-practice research.
The first article, by Laine and Vaara, takes a rare but much needed multi-level approach to actors, examining top managers, middle managers and project managers and the discursive struggles in which they engage in attempting to shape strategy development towards their own interests. The authors provide insights into who may be considered a strategist and how different levels of strategic actors deploy discursive resources in ways that are consequential for strategy developments. In particular, this article addresses our points about the relationship between the agency and identity of practitioners and their consequences for strategy praxis.
Ambrosini et al. have examined how inter-team coordination activities may be a source of customer satisfaction for firms. Their article links the resource-based view of the firm with a practice perspective, illustrating
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the value of examining those fine-grained activities through which firms’ resources are accomplished, and from which firms derive aspects of their competitive advantage, such as customer satisfaction. The authors advance our understanding of how the outcomes of more traditional strategy research, such as competitive advantage and firm performance, may be enhanced using a strategy-as-practice approach.
In their article on strategizing within the multi-business firm, Paroutis and Pettigrew undertake a multi-level approach to the question of who is a strategic actor, identifying strategy teams at the corporate centre and in business units and examining the different practices that these teams adopt to shape strategy over time. They draw relationships between practices and praxis, by showing how strategizing practices evolve and shift alongside changes in the strategy process.
Stensaker and Falkenberg also examine diverse groups of strategic actors, looking at three different business units during a major corporate change. Their study explains how the different interpretations that actors in the different SBUs bring to the practice of business process reengineering (BPR) are associated with the adaptation and modification of BPR. The study provides an example of how practitioners interact with, adopt and modify practices according to their own interests and interpretations of a strategic change initiative.
The first theoretical article, by Denis et al., suggests that pluralistic contexts, with their potentially fragmented and divergent perspectives and competing legitimacies are a valuable context in which to locate strategy-as- practice studies. They present three different approaches that might illumi- nate strategizing in such contexts, according to the level of analysis adopted. Their article provides a comprehensive set of theoretical resources for analys- ing strategy-as-practice at multiple levels from conventionalist theory to examine the macro-level to actor network theory as a resource for meso-level explanations and social practice theory to examine the micro-level of practice.
Our penultimate article illustrates the developing nature of the strategy-as-practice field and the continuing debates that are important to furnish growth and critical reflexivity within our research. Chia and MacKay encourage the practice field not to focus upon the micro-actions of indi- viduals but rather to examine the patterned consistency of socially defined practice bundles. They draw upon various practice theorists to propose treating strategy practices as patterns of actions arising from habituated tendencies and internalized dispositions rather than from deliberate, purposeful initiatives. This distinct view on agency and practice extends existing work within the field, which is predisposed to view practices as
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logically coherent and arising from purposeful action. Apart from arguing for a particular ‘post-processual perspective’ within strategy-as-practice the article by Chia and MacKay helps to critique a potentially unreflective view of agency within the field.
Our concluding article is juxtaposed with the critical view presented by Chia and MacKay to provide a contrast in the potential theoretical frames upon which the field might draw. This shorter conceptual article by Hodgkin- son and Clarke focuses firmly upon the individual. The authors encourage us to draw on the wealth of theoretical resources in cognitive psychology and social cognition to provide insight into the association between the cognitive style of strategists and their natural tendencies towards some practices over others, which might also explain, for example, the outcomes of strategic episodes such as workshops, and the potential developmental needs of diverse strategic actors.
The articles in this special issue, and others which, for space consider- ations, will appear in future editions of Human Relations2, are by no means a definitive statement in addressing the challenges of a strategy-as-practice agenda. Even as this special issue advances the field, the articles within it raise as many questions as they answer. We hope that others will draw upon these articles to develop robust and innovative strategy-as-practice articles that further the research agenda.
Notes
1 For example, see summaries of conferences and workshops over the past four years under ‘News and Events’ on www.strategy-as-practice.org.
2 In particular look out for Campbell-Hunt on complexity theory approaches to strategy-as-practice in future editions.
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