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British Journal of Management, Vol.

18, 342358 (2007)


DOI: 10.1111/j.1467-8551.2007.00516.x

Beyond Text: Constructing Organizational


Identity Multimodally
David Oliver and Johan Roos*
HEC Montreal, Management Department, 3000 Chemin de la Cote-Sainte-Catherine, Montreal, QC, Canada
H3T 2A7, and *Stockholm School of Economics, Sveavagen 65, 113 83 Stockholm, Sweden
Email: david.oliver@hec.ca; johan.roos@hhs.se

Organizational scholars have proposed a broad range of theoretical approaches to the


study of organizational identity. However, empirical studies on the construct have relied
on text-based organizational identity descriptions, with little exploration of multiple
intelligences, emotions and individual/collective identity representations. In this paper,
we briey review the empirical literature on organizational identity, and propose a novel
method for empirical study involving structured interventions in which management
teams develop representations of the identities of their organizations using three-
dimensional construction toy materials. Our study has ve main implications. By
engaging in a method that draws on multiple intelligences, participants in this study
generated multifaceted and innovative representations of the identities of their
organizations. The object-mediated, playful nature of the method provided a safe
context for emotional expression. Because it involved the collection of both individual
and collective-level data, the technique led to collective constructions of highly varying
degrees of sharedness. Finally, the organizational identity representations integrated
unconscious or tacit understandings, which led to the enactment of organizational
change.

Introduction disparate social scientic communities (Brown,


2001). As workforces become increasingly hetero-
In the slightly more than 20 years since Albert geneous and externalized bureaucratic structures
and Whetten (1985) launched the study of are dismantled, the notion of an internalized
organizational identity, the eld has become a cognitive structure or rudder of what the
prominent domain of inquiry in the management organization stands for residing in the heads
literature, inspiring numerous scholarly articles, and hearts of its members has become attractive
edited books (e.g. Whetten and Godfrey, 1998) (Albert, Ashforth and Dutton, 2000).
and a special topic forum of Academy of Despite a considerable amount of scholarship,
Management Review (January 2000). A variety the concept of organizational identity has been
of explanations have been proposed for this dened in a variety of ways (Corley et al., 2006),
intense interest. The notion oers a conceptual and the topics ontological and epistemological
bridge across traditional analytical distinctions status remains the subject of debate. A recent dis-
such as micro and macro, agency and structure, cussion in this journal focused on organizational
and individual, group and organizational levels identitys usefulness as a knowledge generating
of research (Porter, 2001). The phrase organiza- metaphor in organization studies (Cornelissen,
tion identity is understandable and salient to 2002a, 2002b; Gioia, Schultz and Corley, 2002a,
both academic and practitioner audiences, pro- 2002b). Others have subsequently argued that
viding scholars with the tantalizing possibility of instead of an imperfect organizationperson
a concept that can cross the theorypractice metaphor, organizational identity is one form of
divide (Gioia, Schultz and Corley, 2002a) or link social identity, and thus describes a social reality

r 2007 British Academy of Management


Constructing Organizational Identity Multimodally 343

of organizational life (Haslam, Postmes and sees organizational identity as shared beliefs or
Ellemers, 2003). Such a perspective appears to institutionalized claims (Whetten and Mackey,
be supported by Luhmanns theory of social 2002), a process or a thing (Ravasi and van
systems, which claims that organizational fea- Rekom, 2003), a macro or micro phenomenon
tures do not have to be traced back to individual (Brickson, 2000), or a social construction or core
features but can be considered real sui generis essence (Corley et al., 2006). Others have
(Seidl, 2003). classied studies of organizational identity into
These debates over the nature of organiza- three broad ontological/epistemological perspec-
tional identity have generated an impressive tives (Gioia, 1998, p. 25; Gioia, Schultz and
volume of theoretical work. While the number Corley, 2000); that is, functionalist or social
of empirical studies has increased signicantly of realist studies (e.g. Elsbach and Kramer, 1996),
late, several areas of theoretical discussion have interpretative or constructionist studies (e.g.
yet to be extensively explored empirically. In this Pratt and Rafaeli, 1997), and post-modern or
light, our purpose in this paper is twofold. First, semiotic studies (e.g. Sveningsson and Alvesson,
we briey review the existing peer-reviewed 2003). Such distinctions inuence how organiza-
empirical studies on organizational identity, tional identity may be described and critiqued.
noting the reliance on text-based descriptions of For example, while functionalists may be inclined
the concept. Second, we complement this work to evaluate organizational identity in terms of its
by exploring a novel, non-text-based method for metaphoric value (Cornelissen, 2002a), interpre-
generating identity descriptions among practising tivists may be more inclined to focus on its
managers in organizations. Using a standardized production and reproduction through social pro-
technique that involves constructing organization cesses in organizations (Haslam, Postmes and
identity using hands-on, playful construction Ellemers, 2003).
materials, we conducted interventions in three We have a social constructionist view of
organizations to generate identity descriptions organizational identity, believing that organiza-
quite dierent from those possible through use of tional identity is an emergent property consti-
traditional text-based techniques alone. We report tuted out of the process of interaction (Weick,
our ndings in this paper and propose implications 1995), involving both organizational members
with the potential to shed light on the empirical and top management (Hatch and Schultz, 1997).
study of organizational identity more broadly. It can thus be thought of as a social accomplish-
ment rather than an essential quality of orga-
nizations a product of intersubjective, shared
What is meant by organizational perceptions and views of who an organization
identity? is. These shared views in turn indicate an
orientation that implies what is appropriate,
Organizational identity was originally dened as natural and valued for an organization (Karre-
that which members believe to be central, man and Alvesson, 2001).
enduring, and distinctive about their organiza- Despite its lack of core essence, we view the
tion (Albert and Whetten, 1985), although more concept of organizational identity as an organi-
recently the extent to which an identity must be zational phenomenon or social fact (Haslam,
enduring has been questioned (Corley et al., 2006; Postmes and Ellemers, 2003) having a signicant
Gioia, Schultz and Corley, 2000). Other deni- impact on organizations in a variety of ways. In
tions of organization identity state that it reects this respect, our ontology is consistent with
an organizations central and distinguishing scholars who have found that organizational
attributes including its core values, organiza- identity inuences the way issues, emotions and
tional culture, modes of performance, and actions within organizations are interpreted
products (Elsbach and Kramer, 1996) or refers (Dutton and Dukerich, 1991), constrains organi-
to a collective, commonly shared understanding zational actions and decision-making processes
of the organizations distinctive values and (Fombrun, 1996), provides organizations with
characteristics (Hatch and Schultz, 1997). the condence to be proactive (Gioia and
The denitional variety stems from some fun- Thomas, 1996), provides institutional legitimacy
damental dichotomies related to whether one necessary to attract resources (Brown, 2001),
344 D. Oliver and J. Roos

helps dene issues as threats or opportunities organizational identication have often focused
(Dutton, Dukerich and Harquail, 1994), prevents on designing or using existing measures of
organizations from falling apart (Taylor, 1999, p. non-identity-specic constructs such as commit-
322), constructs perceptions of core capabilities ment, self-esteem, value congruence, citizenship
(Glynn, 2000), handles critical incidents (Oliver behaviours or other related variables (e.g. Van
and Roos, 2003) and deals with the challenge of Dick et al., 2004).
the collapse of internalexternal organizational In total, we chose 22 empirical articles on
boundaries (Hatch and Schultz, 1997). Although organizational identity incorporating a range of
we consider organizational identity to be a social dierent methods, including large-scale quantita-
fact ontologically, we also acknowledge that tive surveys, longitudinal case studies, action
shared understandings of this multifaceted con- research, content analysis, studies of archival
cept often develop through the use of metaphors data, and a variety of multi-method approaches.
as social processes (Oswick and Jones, 2006). In some cases, the description of organizational
That is, although we see the construct of organi- identity formed the basis of the study, while in
zational identity itself as more than just another other instances it constituted only a part of
useful metaphor, it is often through articulation the overall analysis. Each article brought together
and discussion of metaphors that facets of an a unique combination of methodological ap-
organizations identity may be surfaced and more proaches and techniques of data collection and
widely understood. analysis, resulting in a variety of ways of
describing organizational identity (see Table 1).
Despite the breadth of empirical work con-
Existing empirical work on ducted on organizational identity, our review
organizational identity revealed at least three elements of the concept
that have been explored in greater depth theo-
To explore the extant empirical work done on or- retically than empirically in the peer-reviewed
ganizational identity in scholarly journals, we journals. These include the following.
conducted a search using EBSCO Business
Source of all peer-reviewed articles that included 1. Multiple intelligences. All individuals have
the phrase organizational identity. We subse- broad sets of capabilities or multiple intelli-
quently narrowed down our search results to gences including logical-mathematical, linguistic,
include those in which the author(s) made an spatial, musical, bodily-kinaesthetic, interper-
explicit attempt to empirically study organiza- sonal and intrapersonal capacities (Gardner,
tional identity in real organizations. This meant 1993), which they use to understand the world.
eliminating from our review those articles con- However, most existing studies of organizational
taining highly perfunctory descriptions of organi- identity have relied heavily on textual data, ver-
zational identity such as illustrative case studies bal descriptions, logical accounts and/or quanti-
(e.g. Alvesson and Willmott, 2002) or brief tative measures, thus providing only a limited
references to well-known companies (e.g. Hatch perspective on what is such a manifold concept
and Schultz, 1997). Although several studies and (Harquail and King, 2002). We believe the eld
experiments on related topics such as corporate would benet from empirical studies that draw
identity, image, reputation and organizational on more than just logical-mathematical and/or
identication are indirectly relevant to organiza- linguistic intelligences.
tional identity, some fundamental dierences in 2. Cognitive and emotional. Many studies of
unit of analysis limit their applicability and we organizational identity can be situated rmly in
thus excluded them from our empirical review. the cognitive tradition (e.g. Foreman and Whet-
For example, although methods for measuring ten, 2002; Scott and Lane, 2000). However, it has
corporate image such as Q-sort or Kelly reper- also been proposed that emotions may play an
tory grid techniques can generate rich qualitative important role in the generation of meaningful
results, they draw on informants external to the organizational identity descriptions (e.g.
organization (e.g. Van Riel, Stroeker and Harquail and King, 2002). By emotional, we
Maathuis, 1998) and thus paint a picture of cor- refer to the kinds of classications that are subjec-
porate identity from the outside in. Studies of tively salient in a persons system of meanings
Table 1. Empirical studies of organizational identity in scholarly journals

Author(s) Organization(s) studied Methodological approach Data collection Method of analysis Identity descriptions

Dutton and Dukerich Port Authority of New Longitudinal case study Interviews, reports, memos, Construction of issue Six identity attributes, e.g.
(1991) York and New Jersey speeches, articles history and theme analysis professionalism
Elsbach and Kramer (1996) Eight top 20 US business Qualitative study Interviews, analysis of Iterative qualitative Identity dimensions, e.g.
schools school catalogues and analysis: theory, literature, participatory culture
biographies data
Gioia and Thomas (1996) 372 colleges and universities Qualitative and quantitative Interviews, large-scale Categorical, gestalt, path Two identities: utilitarian
in the USA study survey analysis and normative
Pratt and Rafaeli (1997) A large hospital Action research Participation, observation, Search for dominant Two identities:
rehabilitation unit interviews, free associations, themes, coding and rehabilitation and acute
formal documents clustering care, distinguished by dress
codes
Golden-Biddle and Rao A mutual, non-prot Qualitative, eld-based Executive development Generation of themes, Two identity dimensions:
(1997) organization study sessions, participant comparison of data volunteer-driven and
observation, interviews, family of friends
archival sources
Constructing Organizational Identity Multimodally

Czarniawska and Wol Two European universities Case studies Interviews and secondary Narrative accounts Two identity-related story
(1998) documents developed by co-authors titles: one of us and the
stranger
Glynn (2000) Atlanta Symphony In-depth, qualitative eld Semi-structured interviews, Identity claims by Two identity dimensions:
Orchestra study archival sources organization members normative (artistic
extracted by researcher excellence) and utilitarian
(scal solvency)
Welleford and Dudley Total Action Against Single case study Interviews, secondary List of terms distilled from Two ten-word lists
(2000) Poverty (community action publications Executive Director letter, describing identity, e.g.
agency) conrmed in interviews education oriented
Bartel (2001) Pillsbury community Multi-method panel design Interviews of convenience Collection of identity Six identity factors, e.g.
outreach sample attributes, analysed through cooperative
factor analysis
Karreman and Alvesson Swedish newspaper Ethnographic Participant observation, Interpretation of edited Descriptions of
(2001) interviews meeting transcription construction of customer,
product and organizational
relations
Labianca et al. (2001) US higher-education Quantitative study Large-scale survey Network analysis, quadratic Two identities: utilitarian
institutions assignment procedure, and normative
multiple regression analysis
Brown and Humphreys Hero University, Ankara, Ethnographic Interviews, immersion in Generation of thick Organization narrative of
(2002) Turkey stream of organizational description nostalgia and hegemonic
events resistance
345
Table 1. Continued
346

Author(s) Organization(s) studied Methodological approach Data collection Method of analysis Identity descriptions
Dukerich, Golden and Physicians associated with Quantitative study Focus groups, large-scale Factor analysis 37 identity attributes, e.g.
Shortell (2002) three healthcare systems survey of physicians cooperative with
physicians
Foreman and Whetten Rural cooperatives in a Quantitative study Focus groups, survey of 670 Hierarchical polynomial Ten identity elements, e.g.
(2002) midwestern US state rural co-op members regression price of products or services
Corley and Gioia (2004) Spin-o of Fortune 500 Qualitative study Interviews, documentation, Naturalistic inquiry Three aggregate dimensions
company non-participant observation relating to identity
ambiguity, change context
and sense-giving
Coupland and Brown Royal Dutch/Shell Case study Email exchanges on Discourse analysis Identity as contextualized
(2004) company web forum argument and persuasion
Chreim (2005) Canadian bank Narrative Annual reports Content analysis Identity themes, e.g. rst
bank, commitment to
employees etc.
Brickson (2005) Organizations in legal Qualitative and quantitative Large-scale survey Multilevel modelling Three identity orientations:
services and non-alcoholic study individualistic, relational,
beverages collectivistic
Martins (2005) Business schools Quantitative Large-scale survey Factor analysis Organizational identity
strength and external
orientation
Brown, Humphreys and Tour operator Ethnographic Interviews, documentation Grounded theory Three identity narratives:
Gurney (2005) utilitarian, normative and
hedonic
Alvesson and Robertson Consulting rms Exploratory qualitative case Interviews, non-participant Development of vignettes Elite status as global club,
(2006) study observation zealous community,
entrepreneurial band, or
aristocracy
Brown and Humphreys College of Further Ethnographic Interviews, observations, Discourse analysis Roles of place, nostalgia
(2006) Education documentation and fantasy in identity
construction
D. Oliver and J. Roos
Constructing Organizational Identity Multimodally 347

(Olin-Wright, 1997, p. 495). Organizational iden- ground of deeper cultural meaning systems. We
tity is a construct that can be felt as well as extended the media of identity-related informa-
mentally contemplated, and is located in the head tion beyond verbal language or routinized
and hearts of organizational members (Albert, behaviours (Pratt, 2003) by inviting participants
Ashforth and Dutton, 2000, emphasis added). to build representations of their organizations
While the connection between identication pro- identities using construction toy materials. The
cesses and emotion has been explored (e.g. process draws on multiple intelligences (Gardner,
Harquail, 1998), the linkage between emotion 1983), and bears some resemblance to cognitive
and organizational identity has generated less sculpting for organization change (Doyle and
empirical attention. Sims, 2002), image-based strategy generation
3. Individual and collective. Most studies of (Burgi and Roos, 2003) and developing embodied
organizational identity involve aggregation by metaphors in the context of organizational
the researcher of individual informants views on development (Jacobs and Heracleous, 2006).
what is a collective construct (e.g. Elsbach and Beyond the act of constructing, however, we
Kramer, 1996) although some attempts have been invited participants to interpret and question
made to examine collective organizational iden- identity elements built by others. In this way we
tity claims directly (Chreim, 2005). Less explored created a forum for conversation mediated by the
has been the connection between the two: the constructed identity representations, following
emergent, iterative, individualcollective pro- the tradition of organizational scholars who have
cesses by which human beings strive for conver- used analogically mediated inquiry to reveal
gence around collective organizational identity problems and unconscious processes in organiza-
meanings (Whetten and Godfrey, 1998, p. 42). In tions (Barry, 1994; Campbell, 1998). We thus
this respect, there have been calls for more attempted to move beyond textual and cognitive
organizational identity studies that focus more organizational identity descriptions by drawing
on commonalities and dierences between the on humanistic psychology (e.g. Jung, 1961;
individual and organizational levels of analysis Rogers, 1961), the use of play (Huizenga, 1950;
(Pratt, 2003; Ravasi and van Rekom, 2003). Sutton-Smith, 1997) and expressive arts in
therapy (e.g. Rogers, 1993), and symbolic com-
Methodological considerations munication (e.g. Axline, 1947), to reveal what
pure intellectual reasoning may not. Thus, we
In this study, we explore how the existing hoped to create a context in which tacit and often
empirical literature might be extended through emotional understandings of organizational iden-
an alternative methodology for studying organi- tity might emerge. By using an approach based
zational identity. Our ontological and epistemo- on these ideas, we hoped informants could see the
logical beliefs about organizational identity familiar in new ways and also be encouraged to
grounded in the constructivist paradigm imply develop entirely new insights. We employed
that organizational identity is often highly con- elements of serious play (Roos and Victor,
tested, and develops through a process of 1999; Roos, Victor and Statler, 2004), which
negotiation and comparison with others. Thus, combines three-dimensional media with the mode
our methodological objective was not to test of play to create the context in which informants
hypotheses or measure organizational identity in build models of organizational identity with their
the functionalist tradition. Because organiza- hands. Our intention was to help generate, and
tional identity may lack sucient substance and then observe and record, rich data about sense-
discreteness to be captured in questionnaires or making processes surrounding organizational
single interviews and to be measured and counted identity.
(Sveningsson and Alvesson, 2003), asking infor-
mants to convey information about organiza-
tional identity in exclusively verbal and/or textual Structure of interventions
form ignores a rich variety of possibilities that
may result from other modes of expression. The centrepiece of our exploration into organiza-
We sought to understand how managers made tional identity involved facilitated interventions
sense of their organizations against the back- using a standardized set of thousands of mixed
348 D. Oliver and J. Roos

construction toy pieces of various colours, shapes organizations identity as they saw it. Once com-
and sizes in a stepwise process. Following in the pleted, a volunteer from each group explained the
tradition of creative arts therapy (e.g. Rogers, collective model overall, a process which was
1993) each intervention began with warm-up documented and fed back to the participants by
exercises, followed by the main organizational the facilitators following the workshop, together
identity building experience and subsequent with photographic images of the nal identity
debrieng. We ran three warm-up sessions with representation.
the intention of familiarizing the participants
with what may have seemed the surprising task of
using playful toy materials in a serious context at
Data collection
work. Our three warm-ups included (1) an
Our study can be characterized as an exploratory,
introductory exercise designed to improve parti-
multiple case study using participant observation
cipants building skills by building a tower under
and interview data. We collected participant-
tight time constraints, (2) an exercise designed to
observer data from divisional management teams
familiarize participants with use of metaphors by
of three multinational companies from dierent
inviting them to build and then describe a
industries (packaging, chemicals, and software).
construction using metaphoric language, and (3)
Each team consisted of between six and ten
an exercise designed to improve their ability to
participants and was responsible for the manage-
create a story by constructing and describing a
ment of a company division thus similar in
representation of their jobs.
terms of organizational hierarchical level and
Following these warm-ups, we shifted the unit
included representatives from a variety of divi-
of analysis to the organization, and asked
sional functions.
participants to individually construct a represen-
In two of the cases, the co-authors conducted
tation of their organizations identity that would
the interventions together; in the third case, one
answer the question who is your organization?
of the co-authors conducted the intervention with
In order to reduce the likelihood that they would
a third researcher who agreed to participate in
build aspired to or ideological organizational
this study. The interventions were videotaped in
representations, we encouraged them to build the
their entirety and researchers took notes and
organization as they really saw it at that
photographs during various stages of the process.
moment, rather than as it should be. After 30
Additional data were collected through pre-
minutes of building time, each participant pre-
intervention, semi-structured telephone interviews
sented his or her individual representation of the
in which participants were asked to describe their
organizations identity to the other members of
organization, its decision-making style, how it
the group.
compared to competitors, and what challenges it
Because an important element of collective
faced. Two weeks after the interventions, parti-
identities is their sharedness (Pratt, 2003, p.
cipants were sent a list of questions by email in
169), we then asked participants to work together
which they were asked to evaluate the session and
to build a single, joint version of their organiza-
describe any impact it may have had on how they
tions identity. As facilitators, we intervened
viewed their organization. Participants were also
occasionally during this process to ask a partici-
provided a space for additional comments, and
pant to clarify or elaborate on a statement, or to
many provided such commentary.
push for additional information or underlying
stories behind the emerging constructions. Ulti-
mately, an integrated representation emerged in Data analysis
each group that included some notions from the
individual constructions along with novel ele- We began analysing the data by reviewing our
ments that emerged during the collective con- notes and photographs from the interventions
struction process. In an attempt to establish the and re-examining the videotapes. These data,
face validity of the representations, at the end of together with the pre-intervention interviews and
the building process the facilitator asked all the post-intervention emailed questions, were
participants whether or not the nished construc- independently classied into coding families of
tion accurately captured the key elements of their context, situation denition, perspectives, ways
Constructing Organizational Identity Multimodally 349

of thinking about people and objects, process, organizational-identity-related input for their
activities, events, strategies, relationships and strategy-making processes, and the third agreed
social structures, and methods, based on Bogdan on the understanding that the intervention might
and Biklen (1992). This process facilitated the lead to improved teamwork among the senior
organization of the considerable volume of data management team. In the next sections, we briey
collected in order to allow for the development of review each of the three interventions, with
categories. additional case material presented in the subse-
Because one of the purposes of the paper was quent Implications section.
to explore three elements of a new methodology
for the study of organizational identity (multiple
intelligences, emotion, multiple levels), we began Case 1: PackCo1
coding using these three process categories, and The rst intervention was conducted in April
assigned textual data to each category. For 2001, for the senior management team of the
example, we noted instances where multiple French country operation of a multinational
intelligences were drawn upon (such as when packaging company. Seven functional heads
objects were physically moved in seemingly and the managing director participated. PackCo
signicant ways) in developing our rst process was organized as a series of autonomous country
implication. We also engaged in open coding to operations, although pressure to centralize some
generate preliminary additional categories based key processes had been building. The company
on particularly interesting phenomena to which was confronting new competition from a variety
we assigned textual data (Dey, 1993), which led of alternative packaging materials, and had
to the development of two new content cate- announced its intention to diversify away from
gories also reported in the Implications section. its core product.
For example, we labelled one of our open codes When beginning the individual organizational
expressions of surprise, and such instances identity constructions, the participants remained
proved to be so numerous that they contributed in their seats and joked with each other in French
to the formulation of our rst content category. about the process. Seven out of the eight indi-
Once completed, all ve categories were vidual representations of PackCos identity con-
compared and discussed to generate this papers sisted of fortress-like constructions, for example a
implications, which were subsequently evaluated pyramid, a castle, Fort Knox and a temple. These
against existing literature with the aim of raising constructions all included solid walls protecting
the works theoretical level (Eisenhardt, 1989). the company from the outside world and orga-
We present our ndings in two stages. First, we nizational members defending the fortress from
recount three summary case studies that describe enemies. The eighth metaphor was that of an
background elements of each intervention: who old tree, emphasizing the organizations solidity
participated, information on the rm, key issues and stability. Although the individual identity
faced and key elements of the identity construc- constructions were remarkably similar in nature,
tion exercises in each company. Second, we a number of debates arose among participants as
present the three process and two content they moved to construct a combined identity
implications of our eort, which tie this work representation. For example, one participant
into the existing literatures on organizational attempted to add the tiger gure to the construc-
identity and related elds. tion as a metaphor for what he perceived as the
companys aggressiveness, although whether this
symbolized an element of the organizations
Research context identity was disputed and the gure was ulti-
mately withdrawn. The building experience was
Each management team studied was confronting marked by periods of relatively quiet, indivi-
a key organizational issue, and agreed to dual-level construction punctuated by bursts of
participate in the organizational identity con- collective activity and occasionally laughter
struction exercise as a means of helping to resolve
this issue. Two of the management teams 1
The names of PackCo, ChemCo and SoftCo have
agreed to participate in the hopes of generating been disguised by agreement with the informants.
350 D. Oliver and J. Roos

following the addition of a new element to the nents of the individual models into the centre to
model. For example, the addition by one try out ideas, with some receiving conrmatory
participant of a lonely scout gure to represent comments by others and others not. The group
members of the organization charged with used several of these components to build
exploring new technologies was quickly followed representations of the organizations three mar-
by another participants placing an oxygen mask ket-based business units oriented to the outside
over the gures head to indicate the lack of air world, each of which included a variety of gures
or support from head oce, and anothers representing personnel, strengths, weaknesses,
addition of a spear to indicate the gures need and management techniques. The group then
to be aggressive. One participant commented: built a narrow set of communication channels to
People are doing this alone, without much the support departments, which were clogged
support from the parent company. A control with a stream of information requests far in
tower was added to the top of the fortress, from excess of the bandwidth available for them to be
which top management closely surveyed what dealt with. After 15 minutes of further discus-
was going on both inside and outside. In sion, the group decided that, as this operational
addition, although the main component of the complexity was common to all three business
shared identity representation was a fortress, the units, it had to become part of the overall identity
managing director conveyed his belief that the representation. The notion of complexity would
organization was in fact more vulnerable than a go on to guide subsequent discussions. For
fortress, stating: the foundations are not as solid example, the sales manager accused the logistics
as we think. All members of the group then department of poor delivery, while the logistics
participated in lifting the model and putting the manager replied that the sales department had
entire structure up on pillars, to better convey little appreciation of the complexity involved in
the notion of an organization on rough seas. putting together specialized orders at short
notice. Towards the end of the session, a few
participants overlaid the construction with three
Case 2: ChemCo
plastic tubes representing clear communication
This intervention was conducted in February channels, representing a few places where man-
2002, at the oces of a mid-sized specialty agers had been able to implement key account
chemical company based in Switzerland. Six management and overcome the organizations
participants from one of the companys three complexity. The physical addition of these tubes
divisions participated in the exercise, including to the model led to a great deal of discussion,
ve functional managers and the vice president of with some group members surprised to realize
strategy. Although the division was protable, its that the organizations identity also might include
returns were lower than the companys other elements of eciency and customer orientation.
divisions, and its customer base was fragmented Several participants including the divisions
and rapidly changing. All six participants had head of strategy resolved that the group needed
recently participated in the development of the to build more tubes.
divisions three-year strategic plan.
Individually, participants constructed their
Case 3: SoftCo
models quietly, only occasionally showing some
new feature to a colleague, which at times led to The third intervention was conducted in June
laughter. The resulting individual identity con- 2002, for ten members of the senior management
structions were quite diverse, including a magi- group of software company SoftCos regional
cian operating behind a barrier, a highly mobile Northern European division. Participating in the
vehicle, a surveillance tower surrounded by session were six country managers, three func-
threatening polar bears, and a factory controlling tional managers and the managing director of the
scattered sales people through use of an antenna. division. Prior to the session, participants de-
Despite encouragement from the facilitators, the scribed the company as an American style
group was initially unable to come up with a matrix organization with country managers and
single, shared overall identity representation. international product managers each having sepa-
Some participants tried sliding various compo- rate prot and loss responsibility. The managing
Constructing Organizational Identity Multimodally 351

director wanted to try to move beyond a hub- comparing this method with more traditional
and-spoke management system with him at the text-based techniques. The rst three process
centre and explore whether or not these country implications explore the impact of changing the
and functional managers could become more of a process of developing organizational identity de-
peer-to-peer team. scriptions to include multiple intelligences, emo-
The individual identity construction process tion, and individual/collective data. The two
was largely quiet and body language constrained, content implications describe how the actual
with each participant building a careful repre- content of the organizational identity descrip-
sentation of the organization as he saw it. The tions diered from those typically resulting from
resulting representations were quite diverse, in- text-based approaches.
cluding people with road construction between
them, animals surrounding a farmer, and a circle
of countries surrounding Sweden (the managing Process implications
director was Swedish). When asked to build a
shared identity representation, the participants 1. Multiple intelligences led to innovative organi-
sat in their chairs and talked about various ways zational identity representations. The technique
to do this. After approximately 20 minutes, the under study involved having participants physi-
group agreed that each member would build his cally construct and move around organizational
own operation and push it into the middle of the identity representations, in addition to speaking
table to be connected with the others. The nal or writing about them (see Figure 1). It thus drew
group construction showed six independent on multiple intelligences (Gardner, 1983), namely
country operations with the key feature of visual-spatial intelligence through the active
individuals linked through antenna relation- creation of new images and constructions,
ships, meaning that they could call each other bodily-kinaesthetic intelligence due to the use of
up to talk while remaining physically distant. the hands in the construction activity, interper-
Another key element was the connection between sonal intelligence through the process of nego-
the Northern Europe operation and the parent tiating identity meanings, as well as linguistic
company. The group became absolutely silent intelligence through the explanations individuals
when the general manager constructed this link, provide for their constructions, By constructing
and told a very personal story concerning his the striking image of an overseeing control
position and relationship with his boss in the tower, the PackCo managers were able to non-
parent company. This personal story led to a verbally highlight an important element of their
subsequent burst of building activity on connec-
tions, which ultimately led the group to agree to
add the antenna relationships to the model,
agreeing that this represented a key facet of the
organizations overall identity. However, there
was variation among individuals concerning the
degree to which this particular group should
function as a team. Those from less developed
market operations expressed the most interest
while those from larger, more established mar-
kets showed greater scepticism, continuing to
view each other as potential competitors for
resources rather than as collaborators in organi-
zational learning.

Implications
Our analysis of the data led to the development
of three process and two content implications Figure 1. Placing tubelike structures
352 D. Oliver and J. Roos

organizations identity. In ChemCo, the place-


ment of tubelike structures overshooting the
organizations complexity foregrounded an ele-
ment of the companys identity that had initially
been less apparent when the focus was on
ChemCos complexity. The physical construction
of SoftCo as separated islands of activities
connected only by radio control rendered visible
the perception that SoftCo consisted of a collec-
tion of autonomous parts with fragile connec-
tions. The use of hands in the construction
process appeared to bring about a variety of
surprising new insights consistent with the work
of Wilson (1998), several of which will be des-
cribed in more detail below. Figure 2. Object-mediated inquiry
The object-based nature of the technique also
appeared to change the way interpersonal in- from the sales department of ChemCo pointed to
telligences were used by participants, particularly the logistics part of the model in identifying and
when sharing meaning, negotiating and ulti- describing the problem, rather than to the logis-
mately reaching collective decisions on which tics manager present in the room. The managing
symbols were most relevant in describing their director of PackCo commented after a few weeks
organizations. A SoftCo manager commented: I that he was surprised at the level of openness and
think there was great value in seeing our frankness during the discussions about even very
company in a 3D perspective . . . better than just sensitive issues. A ChemCo manager reected
having the stu on a whiteboard. This supports after the session: I found it also to be a very
earlier ndings by Burgi and Roos (2003) and interesting way of expressing subjective views,
Burgi, Jacobs and Roos (2004), who contend that and I was amazed at how emotional it could be.
externalizing individual viewpoints using three- There were hundreds of ways of representing this
dimensional metaphors can allow for a physical person or role, or this department, and the way
experience of the relatedness of concepts. that was chosen was always very communicative,
2. The object-mediated and playful nature and very funny. The head of logistics from
of the technique provided a safe context for ChemCo reected: (logistics) was very strongly
emotional expression. This technique embraced challenged in the building session, and since I am
emotional considerations because it developed an part of it, I felt it strongly.
operating framework based on play, which has The technique appeared to foster an apprecia-
been claimed to facilitate emotional expression tive context within which a generative metaphor
on a number of levels (Winnicott, 1971). The representing the organizations identity could be
playful, object-mediated nature of the process constructed, by overcoming defensiveness and
enabled participants to temporarily step outside cutting through constrictions of habit and
the daily realities of their jobs and communicate cultural automaticity (Barrett and Cooperrider,
about dicult identity issues through use of the 1990). Consistent with Johnson-Laird and Steed-
play materials rather than through face-to-face man (1978), participants seemed able to experi-
confrontation. Managers were observed pointing ment with alternative views in a seemingly safe
(see Figure 2) and even talking to the model in way without fear of being reprimanded or held
question rather than to other participants when back by seniors or peers. The organizational
sensitivities surfaced, allowing frustration to be identity representations appeared to include both
more freely expressed. In this sense, the model thoughts and feelings about the identity of the
itself became the object of a temporary transfer- organization as authentically perceived by parti-
ence of hidden feelings and beliefs a sort of cipating managers at that moment in time. By
positive scapegoat for participants (Barry, providing an object-mediated method for these
1994). For example, when citing examples of feelings to be expressed, the process provided a
problems in delivery of products, the participant safer means of adjudicating these dierences.
Constructing Organizational Identity Multimodally 353

In this light, techniques of this nature may be pre-interviews, and indeed from descriptions of
helpful in further exploring the emotionality and organizational identity reported in many pre-
politicality of organizational life in general vious empirical studies.
(Brown, 2001), and identity in particular. 1. The organizational identity representations
3. The degree of sharedness of collective data integrated unconscious or tacit understandings. In
varied across the rms. The technique allowed each of the three cases, a number of what
organizational identity to be explored at two appeared to be unconscious concerns and aspira-
levels individual and collective by asking tions emerged in the discussion, as participants
participants to build individual notions of orga- spoke up and made surprisingly frank statements
nizational identity before participating in the co- about their organization. Either during the
creation of a shared group representation of interventions themselves or in follow-up respon-
organizational identity. In the rst phase, parti- ses, participants from all groups reported having
cipants independently voiced their own views of been surprised by what they themselves had
the rm; in the second phase, they developed a constructed, as well as at what others at the table
collective construction. Unlike techniques such as had constructed, despite the fact that in all cases
cognitive mapping (Daniels, Johnson and de participants worked together, in many cases for
Chernatony, 1994; Hu, 1990), the aggregation several years. The construction of PackCo
of views occurring in the second phase was scouts as walking a lonely path far from the
conducted by the informants themselves, rather fortress and needing oxygen to survive struck
than by researchers. Both homogeneity and many participants as a surprisingly harsh orga-
heterogeneity of cognitive and emotional stand- nizational reality, far removed from the technol-
points were observed and debated in each group. ogy leader company description articulated by
In one case, the collective constructions were participants in many of the pre-interviews.
relatively easy to develop (PackCo), while in the However, this new element remained present in
other two they were very dicult (ChemCo and the groups nal representation of the organiza-
SoftCo). Thus, both the process by which shared tions identity. In ChemCo, the extent of the
meanings were generated and the degree to which businesss complexity appeared to overwhelm
organizational members expressed homogeneous some participants, while the surprising and
views varied signicantly across the three organi- sudden appearance of tube relationships clear
zations. Although beyond the scope of this paper communication channels provided some unex-
to consider, such dierences may be linked to pected guidance for how the organization could
varying degrees of identity strength (Gioia and improve its situation. The managing director of
Thomas, 1996) in each organization. SoftCo was able to present previously hidden
In all three cases, the process laid bare some of opinions and impressions he had about the high
what was known collectively but not individually and low points of his relationship with his boss to
(Taylor, 1999, p. 321) local adaptations essen- his closely listening team, through use of a string
tial to successful functioning that the organiza- upon which many metaphoric attributes were
tion knew without knowing them. Rather than hooked.
simply converting tacit knowledge into explicit The fact that people expressed frequent sur-
knowledge, the process appeared to enable a prise yet agreement with certain organiza-
novel means of interacting, distinguishing and tional representations may be an indicator that
connecting (Tsoukas, 2003) that led to modied the images constructed extended beyond their
praxis, which is discussed further in the following conscious realms of thought about the identity of
section. their organization and drew instead on subcon-
scious understandings. As in other contexts, use
of metaphors to describe an organizations iden-
Content implications
tity is not always deliberate, and can draw on the
In addition to the above process ndings, our unconscious or cognitive processes we use to
exploratory study also revealed two important analyse the world (Marshak, 2003). Because
dierences in the content of the organizational participants were asked to create symbolic
identity constructions compared with previous organizational identity representations, they had
characterizations gleaned from participants in to move to a dierent mental space from their
354 D. Oliver and J. Roos

usual workplace reality, which may have reduced repressed issues to emerge and ultimately be
resistance mechanisms and enabled repressed integrated by participants. The variety of mean-
material to be expressed (Barry, 1994). A variety ing and the signicance projected on the images
of conscious and unconscious material was in- and metaphors developed in each organization
deed projected on the symbolic analogues created appeared to contribute to each organizations
during these interventions, similar to what sense-making (e.g. Lako and Johnson, 1980)
frequently occurs in various forms of art and transform existing thinking to generate new
therapy (Case and Dalley, 1992). We witnessed insights (Oswick, Keenoy and Grant, 2002).
participants moving beyond their discursive More than simply describing an external reality,
consciousnesses to more practical consciousness, metaphors can help constitute that reality and
engaging in reexive monitoring more dicult to prescribe how it ought to be viewed (Tsoukas,
verbalize (Giddens, 1984, p. 45). 1991). In addition to contributing to a rich new
2. The new organizational identity representa- representation of the organizations identity, the
tions contributed to the enactment of organizational metaphor-rich sense-making fostered by this
change. By requiring managers to systematically technique appeared to lay the foundation for
change their way of describing the identity of subsequent organizational changes.
their organizations using new metaphors, the
technique appeared to enlarge the capacities of
these managers to engage in novel interpretations Conclusions
(Smircich and Stubbart, 1985), fostering a
process of organizational change. When the Organizational identity is an empirical, theoret-
PackCo team adopted the metaphor of solitary ical and practical construct that can be used to
astronauts heading o with limited oxygen to enhance understanding of organizational pro-
describe its scouting activities, it became clear cesses (Haslam, Postmes and Ellemers, 2003),
that these individuals were vulnerable and and appears to hold great promise for crossing
marginalized, despite the organizational rhetoric many boundaries in the management literature.
to the contrary. Our follow-up indicated that the At this stage, the eld is still experimenting with a
organization did proceed to integrate its scouting wide variety of approaches to the concept on
activities more closely with the rest of the both theoretical and empirical levels. Our review
organization. At ChemCo, the head of logistics in this paper of empirical studies of organiza-
indicated in his post-intervention responses that tional identity revealed that most of these studies
he would simplify his organization, explaining: involve the generation of textual descriptions to
The amplitude of the problem was made so generate identity descriptions.
strongly by our being able to look at the big With this review as our starting point, we
picture of the whole division . . . things will be put explored the use of a standardized technique
into place to improve the clarity and transpar- involving playful three-dimensional construction
ency about what we actually do. By agreeing on materials as a multimodal method with which
the antenna metaphor, the SoftCo managers management teams could describe the identities
(with the exception of the leader) enacted the of their organizations. In doing so, we modied
notion that the managers were not a closely knit the identity media (Pratt, 2003) the form that
team, and were unlikely to become one easily. identity-related information could take which
Follow-up responses revealed that the managing extends beyond verbal language or routinized
director of SoftCo subsequently moved away behaviours. We did this because we believe that
from his aspirations for team-like behaviour from much like other organizational phenomena such
his managers. as decision-making processes (e.g. Oliver and
The generation of new metaphors can have a Roos, 2005) organizational identity is an emo-
powerful inuence on how individuals see a tional as well as cognitive phenomenon. More
situation, and thus can be extremely useful in than a purely conscious and verbal construct, we
eecting organizational change (Marshak, 1993). also believe it can be unconscious and capable of
Furthermore, the phenomenon of transference to being expressed in a variety of ways.
external objects can be a critical part of a change We found that by drawing on multiple
process (Kets de Vries, 1991), by allowing intelligences, the method led to innovative
Constructing Organizational Identity Multimodally 355

organizational identity representations. The play- identities of their organizations may be more
ful and object-mediated context of the identity relevant than ever to improving organizational
construction process appeared to create a zone of processes such as decision-making, teamwork,
safety within which participants could more strategy development and commitment. Follow-
freely express emotions, and indeed build these ing this exploratory study, it is our hope that
feelings into the constructions themselves. The further empirical work will extend the study of
technique also allowed for individual and collec- organizational identity beyond the realm of text
tive data collection and might provide further in the hope of better understanding its place
scope to explore the degree of sharedness of as a multifaceted source of meaning in organiza-
organizational identity within rms. Further- tional life.
more, the content of the representations devel-
oped diered from previous activities in each
organization, because it integrated unconscious
or tacit understandings of the organization.
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358 D. Oliver and J. Roos

David Oliver is Assistant Professor of Management at HEC Montreal. Prior to joining HEC
Montreal, he held research positions at the Imagination Lab Foundation and the IMD business
school in Lausanne, Switzerland. His research interests include organizational identity, the practice
of strategy, and the development of guiding principles in management teams. He holds a doctorate
in management from HEC Lausanne, and has previously published in Organization Studies and
Human Relations.

Johan Roos holds the Bo Rydin and SCA Chair of Strategy at the Stockholm School of Economics
(SSE), where he is also the Dean of MBA Programs. Prior to SSE he founded and led the Swiss-
based research institute Imagination Lab Foundation, and in collaboration with EURAM he
continues to chair its annual Award for Innovative Scholarship (see www.imagilab.org). Previously
a faculty member at IMD and the Norwegian School of Management, he has published many
articles, books and book chapters for both scholars and practitioners.

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