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The Relationship of Learning, Knowledge and Sustaining Innovation  Dr. Richard B. Wallace
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Importance of the Research ,[object Object]
Research Gap ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Research Gap Example INTEGRATION DISTRIBUTION CREATION
Van de Venn’s 4 Problems  ,[object Object],[object Object],[object Object],[object Object]
Problems with Previous Approaches ,[object Object],[object Object],[object Object],“The research is all about the importance of innovation . . . What we need is an approach on how to actually do innovation.”  Comment at the Spring 2007 meeting of the Association of Managers of Innovation, Greensboro NC
Research Framework - Grounded Theory Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Grounded Theory Process Gasson, 2003
Research framework Why is Grounded Theory Appropriate for this Study? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Initial Open Coding Amidon, 2003 Use Trust Strategic Intent Relationships Rationalization Problem Solving Packaging Internalization Integration Exploitation Experience Distribution Creation Context Collaboration Change Management Capture Application Acquisition Code KNOWLEDGE MANAGEMENT Plessis, 2007 Thomas, 2001 Argote, 2003 Thomas, 2001 Strategic Intent Bou-Llusar, 2006 Stata, 1989 Sense making McElroy, 2003 Friedman, 2001 Risk Taking Thomas, 2001 Argote, 2003 Relationships Nonaka and Takeuchi, 1995 Cook and Brown, 1999 Questioning Grant, 1996 Shani, 2003 Learning Cycle Swan, 2000 Thomas, 2001 Identification Davenport and Prusak, 1998 Friedman,2001 Experimentation Davenport and Prusak, 1998 Agryis, 1978 Double Loop Learning Von Krough, 2000 Brooks, 1994 Diffusion Plessis, 2007 Davenport and Prusak, 1998 Data Collection Plessis, 2007 Von Krough, 2004 Cross Functional Teams Carroll, 2004 Agyris, 1978 Cognitive Learning Lynn, 1999 Carroll, 2004 Change Management Albers, 2003 Carroll, 2004 Capture Davenport and Prusak, 1998 Martensen, 1999 Action Rationale Rationale Code ORGANIZATIONAL LEARNING
Open Coding Initial Distillation Axial Coding and Synthesis ,[object Object],Propositions Developed in order to manage ideas across an organization  the organization needs to have an idea of what it is searching for and why , a means to distribute that new idea or concept to leverage the collective wisdom of the organization and a way of reinforcing new behaviors in order to take advantage of what has been discovered.  Theory Emerges
Example of Interview Indicators
Network Diagram
Propositions for Managing Ideas ,[object Object],[object Object],[object Object],[object Object]
Organizational Fit Of Ideas ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],(Strategic Intent) (Sense Making) (Strategic Intent) ORGANIZATIONAL  LEARNING KNOWLEDGE  MANAGEMENT ORGANIZATIONAL  LEARNING
Organizational Fit of Ideas ,[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Strategic Intent)  ,[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Sense Making) ,[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Strategic Intent) ORGANIZATIONAL FIT Indicators Function Proposition
Idea Propagation ,[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Organizational Structure) ,[object Object],[object Object],[object Object],[object Object],KNOWLEDEGE MANAGEMENT (Distribution) ,[object Object],[object Object],[object Object],ORGANIZATIONAL LEARNING (Diffusion) IDEA PROPAGATION Indicators Function Proposition
Desired Behaviors ,[object Object],[object Object],[object Object],[object Object],KNOWLEDEGE MANAGEMENT (Change management) ,[object Object],[object Object],[object Object],ORGANIZATIONAL LEARNING (Change management) DESIRED BEHAVIORS Indicators Function Proposition
Propositions for Part Whole ,[object Object],[object Object],[object Object],[object Object]
DIVERSITY OF  VIEWPOINT AND TRUST ,[object Object],[object Object],[object Object],[object Object],(Relationships)  ,[object Object],[object Object],[object Object],[object Object],(Cross functional teams) ,[object Object],[object Object],[object Object],[object Object],(Relationships)  ,[object Object],[object Object],[object Object],[object Object],(Problem solving) ORGANIZATIONAL  LEARNING ORGANIZATIONAL  LEARNING KNOWLEDGE MANAGEMENT KNOWLEDGE MANAGEMENT
Diversity of Viewpoint and Trust ,[object Object],[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Problem solving) ,[object Object],[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Relationships)  ,[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Cross functional teams) ,[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Relationships)  DIVERSITY OF VIEWPOINT AND TRUST Indicators Function Proposition
Concept Understanding and Fit ,[object Object],[object Object],[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Context) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Double loop learning) ,[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Questioning) CONCEPT UNDERSTANDING AND FIT Indicators Function Proposition
Generation of New Ideas ,[object Object],[object Object],[object Object],[object Object],[object Object],KNOWLEDGE MANAGEMENT (Acquisition) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Cognitive learning) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ORGANIZATIONAL  LEARNING (Learning cycle) IDEA GENERATION Indicators Function Proposition
The Integrated Grounded Theory ,[object Object],[object Object],[object Object]
Adding to the Body of Knowledge ,[object Object]
Questions?
CAPTURE reflect, distill and  capture insights CONVERSATIONS speculating on the future by reflecting on the past A QUESTION what do  we need  to learn  about? A NEW QUESTION what do we really need to learn about? 1 2 3 4 Questioning Loop
Ensuring trustworthiness of qualitative research
1985 1990 1995 2000 2005 Absorptive capacity Cohen 4 common innovation problems Van de Ven INNOVATION ORGANIZATIONAL  LEARNING KNOWLEDGE MANAGEMENT The Knowledge Creating Company Nonaka The Knowledge Creating Company Nonaka Theory of Action Agryis, Schoen Ambidextrous Org Tushman TODAY Accelerating adaptive processes Isenhardt Sustaining Innovation Christenson Team learning Lynn Understanding strategic learning Thomas Key to Mgt innovation Stata Learning strategy Martensen Environment for innovation Friedman Framework for  org learning and knowledge management Vera Mgt and Org Learning Schein Org learning and knowledge Bierly Learning and Knowledge Connection Carroll Knowledge integration  and innovation Hislop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INTERRELATIONSHIPS What’s Been Done So Far?
Research Design and Methodology – Process for Building Theory Validate the understanding of the theory Discuss application of theory with practitioners 9.  Test Theory with Practitioners Improve construct definitions Compare and contrast existing frameworks 8. Compare Theory with  Literature End process where there is only marginal benefit Reach theoretical saturation 7. Reach Closure Integrate categories to build theory Combine categories into propositions 6. Synthesize Data Deeper analysis, develop connections, make comparisons Determine relationships, combine concepts in categories, refine categories as necessary 5. Perform Horizontal Coding Initial analysis, establish basis for further inquiry Define concept headings, organize data 4. Perform Open Coding Triangulate evidence Identify and record 3. Collect Data Define data cases Sample with intent 2. Select Cases Focus effort, define scope, initial identification of potential codes Define research questions, note existing constructs 1. Review literature Rationale Task(s) Step
Use of Research ware

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Sikm

  • 1. The Relationship of Learning, Knowledge and Sustaining Innovation Dr. Richard B. Wallace
  • 2.
  • 3.
  • 4.
  • 5. Research Gap Example INTEGRATION DISTRIBUTION CREATION
  • 6.
  • 7.
  • 8.
  • 9. Grounded Theory Process Gasson, 2003
  • 10.
  • 11. Initial Open Coding Amidon, 2003 Use Trust Strategic Intent Relationships Rationalization Problem Solving Packaging Internalization Integration Exploitation Experience Distribution Creation Context Collaboration Change Management Capture Application Acquisition Code KNOWLEDGE MANAGEMENT Plessis, 2007 Thomas, 2001 Argote, 2003 Thomas, 2001 Strategic Intent Bou-Llusar, 2006 Stata, 1989 Sense making McElroy, 2003 Friedman, 2001 Risk Taking Thomas, 2001 Argote, 2003 Relationships Nonaka and Takeuchi, 1995 Cook and Brown, 1999 Questioning Grant, 1996 Shani, 2003 Learning Cycle Swan, 2000 Thomas, 2001 Identification Davenport and Prusak, 1998 Friedman,2001 Experimentation Davenport and Prusak, 1998 Agryis, 1978 Double Loop Learning Von Krough, 2000 Brooks, 1994 Diffusion Plessis, 2007 Davenport and Prusak, 1998 Data Collection Plessis, 2007 Von Krough, 2004 Cross Functional Teams Carroll, 2004 Agyris, 1978 Cognitive Learning Lynn, 1999 Carroll, 2004 Change Management Albers, 2003 Carroll, 2004 Capture Davenport and Prusak, 1998 Martensen, 1999 Action Rationale Rationale Code ORGANIZATIONAL LEARNING
  • 12.
  • 13. Example of Interview Indicators
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 28. CAPTURE reflect, distill and capture insights CONVERSATIONS speculating on the future by reflecting on the past A QUESTION what do we need to learn about? A NEW QUESTION what do we really need to learn about? 1 2 3 4 Questioning Loop
  • 29. Ensuring trustworthiness of qualitative research
  • 30.
  • 31. Research Design and Methodology – Process for Building Theory Validate the understanding of the theory Discuss application of theory with practitioners 9. Test Theory with Practitioners Improve construct definitions Compare and contrast existing frameworks 8. Compare Theory with Literature End process where there is only marginal benefit Reach theoretical saturation 7. Reach Closure Integrate categories to build theory Combine categories into propositions 6. Synthesize Data Deeper analysis, develop connections, make comparisons Determine relationships, combine concepts in categories, refine categories as necessary 5. Perform Horizontal Coding Initial analysis, establish basis for further inquiry Define concept headings, organize data 4. Perform Open Coding Triangulate evidence Identify and record 3. Collect Data Define data cases Sample with intent 2. Select Cases Focus effort, define scope, initial identification of potential codes Define research questions, note existing constructs 1. Review literature Rationale Task(s) Step