Standing on the Shoulders of Giants

ISBN: 978-1-78756-336-0, eISBN: 978-1-78756-335-3

ISSN: 1479-8387

Publication date: 10 April 2019


(2019), "Prelims", Standing on the Shoulders of Giants (Research Methodology in Strategy and Management, Vol. 11), Emerald Publishing Limited, Leeds, pp. i-xv.



Emerald Publishing Limited

Copyright © 2019 Emerald Publishing Limited

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Series Editors: Brian Boyd, T. Russell Crook, Jane K. Lê and Anne D. Smith

Recent Volumes:

Volumes 1–5: Research Methodology in Strategy and Management – Edited by David J. Ketchen, Jr. and Donald D. Bergh
Volume 6: Building Methodological Bridges – Edited by David J. Ketchen, Jr. and Donald D. Bergh
Volume 7: West Meets East: Toward Methodological Exchange – Edited by Catherine L. Wang, David J. Ketchen, Jr., and Donald D. Bergh
Volume 8: West Meets East: Building Theoretical Bridges – Edited by Catherine L. Wang, David J. Ketchen, Jr., and Donald D. Bergh
Volume 9: Social Entrepreneurship and Research Methods – Edited by Jeremy Short
Volume 10: Advancing Research Methodology in the African Context: Techniques, Methods, and Designs – Edited by David B. Zoogah

Title Page





City University of Hong Kong, Hong Kong


Haslam College of Business, University of Tennessee, USA


WHU - Otto Beisheim School of Management, Germany


Haslam College of Business, University of Tennessee, USA

United Kingdom – North America – Japan – India – Malaysia – China

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Emerald Publishing Limited

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First edition 2019

Copyright © 2019 Emerald Publishing Limited

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A catalogue record for this book is available from the British Library

ISBN: 978-1-78756-336-0 (Print)

ISBN: 978-1-78756-335-3 (Online)

ISBN: 978-1-78756-337-7 (EPub)

ISSN: 1479-8387

List of Figures

Chapter 5
Fig. 1. The Research Design Canvas. 65
Chapter 6
Fig. 1. Role of Visuals within a Semiotic Process in Strategy. 82
Chapter 8
Fig. 1. Families of Qualitative Designs-in-use in Strategy. 122
Fig. 2. Number of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! in 2003–2017. 136
Fig. 3. Comparison of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! by Design-in-use in 2003–2010 and 2010–2017. 138
Fig. 4. Number of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! for Top 7 Designs-in-use by Journal and Year (2003–2017). 143

List of Tables

Chapter 1
Table 1. RMSM “Greatest Hits.” 3
Chapter 4
Table 1. Descriptive Statistics and Correlation Matrix for Study 1 and Study 2 Variables. 50
Table 2. Study 1: Effects of CEO Affective Traits on Strategic Deviation and CEO Appeal on ROE (GEE Analysis). 51
Table 3. Study 2: Effects of CEO CSE on Strategic Deviation (GEE Analysis). 54
Chapter 6
Table 1. Studying Visuals in Strategic Management: Exemplar Studies. 83
Table 2. Definition of Terms for Visual Analysis. 84
Chapter 7
Table 1. Process Papers Published in Selected Journals (2010–2017). 94
Table 2. Four Types of Process Stories. 95
Table 3. Exemplars (Reference and Main Content). 96
Chapter 8
Table 1. Qualitative Designs-in-use Employed in the Study of Strategy Phenomenon. 124
Table 2. Number of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! by Design-in-use in 2003–2017. 137
Table 3. Number of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! in 2003–2017. 141
Table 4. Number of Qualitative Strategy Studies Published in AMJ, ASQ, OrSc, SMJ, and SO! by Design-in-use, Journal, and Year (2003–2017). 141
Chapter 9
Table 1. Truth Table: Product Novelty is Necessary and Sufficient. 158
Table 2. Potential QCA-enabled Research Questions. 162
Table 3. QCA Steps. 164
Table 4. Prime Implicants and the Boolean Minimization. 171

About the Authors

Chahrazad Abdallah is Associate Professor at Singapore University of Social Sciences (SUSS). Her research focuses on Strategy and Creativity as ambiguous discursive practices in pluralistic organizations and on doing and writing process research. Her most recent publications appear in The Routledge Companion to Qualitative Research in Organization Studies and the Sage Handbook of Qualitative Business and Management Research Methods.

Federico Aime is the Spears Chair of Business Administration in the Spears School of Business at Oklahoma State University. His research on social psychological drivers of organizational decision making and performance appears in journals like the Academy of Management Journal, the Strategic Management Journal, and the Academy of Management Annals.

Donald D. Bergh holds the Louis D. Beaumont Chair of Business Administration and is Professor of Management at the Daniels College of Business of the University of Denver. His research interests span research methods and strategic management.

Brian K. Boyd () is Chair Professor and Head of Management of the City University of Hong Kong College of Business. He has served multiple terms as Associate Editor at Organizational Research Methods, and has held multiple methods leadership roles. He has also served on many editorial boards, including AMJ, JOM, and SMJ.

T. Russell Crook () (PhD, Florida State University) is the First Tennessee Foundation Professor in the Haslam College of Business at University of Tennessee. He has published over 35 papers, involving topics on research methods and those related to why some firms perform better than others.

Kathleen M. Eisenhardt (PhD, Stanford) is the S. W. Ascherman M.D. Professor at Stanford University. Her research is at the nexus of strategy and organization theory, with emphasis on strategy in new markets, use of heuristics in strategy, and creating entrepreneurial firms.

Dennis A. Gioia is the Robert and Judith Auritt Klein Professor of Management in the Smeal College of Business at Penn State University. Previously he worked as an engineer for Boeing Aerospace at Cape Kennedy during the Apollo program and for Ford as corporate recall coordinator. Current theory/research focuses on the ways in which identity and image relate to sensemaking, sensegiving and organizational change, and also focuses on the development of a systematic approach to inductive research.

Aaron D. Hill (PhD, Oklahoma State) is on faculty of the Warrington College of Business at the University of Florida. His research addresses strategic leadership and governance as well as corporate political activity and appears in the Academy of Management Journal, Strategic Management Journal, and Journal of Management, amongst others.

David J. Ketchen, Jr. serves as a Harbert Eminent Scholar and Professor of Management at Auburn University. He has published more than 160 articles in scholarly journals. Auburn University recently gave him both The Southeastern Conference Faculty Achievement Award and the university’s top research award.

Eric Knight is Associate Professor of Strategic Management and Innovation at University of Sydney Business School, Australia. His research focuses on how organizations formulate and implement strategies in the context of tensions arising from strategic change and regional innovation. He adopts qualitative methodologies often deploying a social practice theory perspective. His work has been published in such journals as Strategic Management Journal, Organization Studies, and Human Relations. He currently serves as Associate Program Chair of the Strategy Practice division of the Strategic Management Society.

Ann Langley is Professor of Management and Chair in Strategic Management in Pluralistic Settings at HEC Montréal. Her research focuses on organizational change, leadership, and strategic processes and practices in pluralistic settings, with an emphasis on qualitative research approaches. She is co-editor of the journal Strategic Organization, and co-edits a book series Perspectives on Process Organization Studies (published by Oxford University Press) with Haridimos Tsoukas. She is Visiting Professor at the University of Gothenburg and Adjunct Professor at Université de Montréal.

Jane K. Lê () holds the Chair of Strategic Management at the WHU – Otto Beisheim School of Management. She studies practices and processes in organizations in order to better understand how multiple complex and competing demands are managed. She is passionate about qualitative research and qualitative research methods, and is an editorial board member of Organizational Research Methods.

Petteri T. Leppänen is a PhD candidate in Strategic Entrepreneurship at Technical University of Munich. His research focuses on new business creation, strategy development, and organizational design choices. Specifically, he is interested in the combinative and sequential patterns of entrepreneurial activities as determinants of firm performance.

Maria Lusiani is Assistant Professor in Business Administration at Ca’ Foscari University of Venice. Her research deals with planning processes in complex organizations, ranging from the arts field to the healthcare field, with a focus on profession-management tensions and the role of management tools, from a practice-based perspective and through qualitative research methodologies.

Aaron F. McKenny is an Assistant Professor of Management at the University of Central Florida. His research is primarily focused in entrepreneurship and strategic management with a special emphasis on the involvement of social and other non-economic phenomena in organizational settings (e.g., crowdfunding, social entrepreneurship, family business).

Sotirios Paroutis is Professor of Strategic Management at Warwick Business School, UK. His research interests lie at the intersections of strategy practices and processes in complex firms, with emphasis on the discursive, cognitive and visual activities organizational actors employ when dealing with strategic tensions.

Oleg V. Petrenko is an Assistant Professor of Management in the Rawls College of Business at Texas Tech University. His research interests are on organizations’ upper echelons, and he has published articles in the Strategic Management Journal, Personnel Psychology, and Organizational Psychology Review. He received his PhD from Oklahoma State University.

Jason W. Ridge received his PhD from Oklahoma State University. His research interests span two areas within the strategic management literature, corporate political activity and strategic leadership, and has been published in premier journals such as the Academy of Management Journal, the Strategic Management Journal, and the Journal of Management.

Torsten Schmid is an Assistant Professor for Qualitative Methods at the University of St. Gallen, Switzerland. His work centers on strategic change processes, with particular emphasis on multi-business firms and the role of top and middle management. He works predominantly with qualitative methodologies and a social practice theory perspective.

Jeremy C. Short is the Rath Chair in strategic management in the Price College of Business at the University of Oklahoma. His research focuses on multilevel determinants of organizational performance, crowdfunding, strategic decision processes, entrepreneurship, franchising, family business and research methods. Short has served as an associate editor for Journal of Management and Family Business Review and a guest editor for Entrepreneurship Theory & Practice, Family Business Review, Organizational Research Methods and Journal of Management. His work has appeared in outlets such as Strategic Management Journal, Strategic Entrepreneurship Journal, Academy of Management Journal, Organization Science, Journal of Business Venturing, Organizational Research Methods, Organizational Behavior and Human Decision Processes, Journal of Management, Entrepreneurship Theory & Practice and Personnel Psychology. Jeremy has also coauthored a low cost strategic management textbook, Mastering Strategic Management along with graphic novel works in management and franchising.

Anne D. Smith () (BS, U Virginia; PhD, UNC-Chapel Hill) is the King and Judy Rogers Professor in Business and Head of Management Department, University of Tennessee. Her research focus is qualitative methods, primarily textual analysis. She is the former Associate Editor (current board) at Organizational Research Methods and CARMA fellow.


In producing this volume, we are much inspired by and indebted to the work of the previous editors of the RSMS series, Don Bergh and David Ketchen, Jr. In our editorial, we refer to our feeling of ‘standing on the shoulders of giants’. We hope we do Don and David justice, as we follow in their vast footsteps. We would like to see RMSM continue to inspire generations of researchers in years to come! We also would like to show some appreciation for our outstanding editorial board – which we affectionately label ‘the world’s best’ – we are grateful to their guidance, their reviews, and their support. The series would simply not be possible without them. Further, we thank all of our peers, colleagues and contributors for supporting our endeavor to revive the RMSM series. We appreciate your thoughtful and interesting work, and hope to see more such work in future volumes of this series! Finally, we note that the creation of the series also benefited from support by the SOAR Fellowship, bestowed by the University of Sydney upon Jane Lê.