Methods in applied social research: special characteristics and quality standards

This article argues that core methodological concepts of fundamental research like validity and reliability are transformed in special quality standards in applied social research. They retain much of their traditional strivings but have to realize them in quite other contexts and with quite different purposes. The conditions of their realisation do not have to become worse in the frequently unstructured field settings, as is usually thought, but can improve as well. The crucial role of the characteristic social and communicative settings for methods employed in this context is stressed. For instance, the dialogue between researchers and research subjects and sponsors obtains a special methodological significance here. Seven quality standards are distilled from the practice of applied social research and elaborated partly according to some concepts first suggested by the German action researchers Moser and Schneider. They are called ‘transparancy’, ‘consistency’, ‘communication and cooperation’, ‘stimulus function’, ‘multi-method’, ‘feed-back and confrontation’ and ‘dynamic method’. The general argument is made specific by a treatment of the consequences of these standards for the employment of interviews and questionaires.     

The ‘Singapore scenario’: the uncertain prospects for labour standards in post‐Brexit Britain

The Conservative government of Theresa May asserted that labour standards would be preserved post‐Brexit. The Labour Party also privileged labour standards in its anti‐austerity programme. The threat remains however that Brexit will provide an incentive to erode labour standards in a global ‘race to the bottom’ in a ‘Singapore scenario’.     

The effectiveness of socially sustainable sourcing mechanisms: Assessing the prospects of a new form of joint regulation

The traditional mechanisms for improving and protecting labour standards in advanced economies are failing. In Britain, the effectiveness of collective bargaining has diminished substantially over the past quarter century. Legally enforceable minimum labour standards have been an inadequate substitute. A new form of ‘joint regulation’ is emerging that may be better attuned to the contemporary structure of product market competition. It involves employers and unions coordinating action on labour standards across the supply chains of firms that contribute to the production of a particular good or service. This article explores the circumstances in which these ‘socially sustainable sourcing’ mechanisms develop and examines their impact on labour standards, by means of two case studies.     

Context and the processes of ICT for development

This paper argues for a rethinking of the notion of context in the information and communication technology for development (ICT4D) research domain. We argue that context can be conceived of as a dynamic outcome constructed through processes of development and interpretation rather than as an entity which can be isolated and represented. Instead of focusing on the adequacy of the representation of context—the motivation of contextualism—researchers should consider the processes by which context is represented. Three principles are proposed to assist in this endeavour. Firstly, representation of context is a relational process in which both ‘macro’ and ‘micro’ actors engage. Understanding the context of ICT4D requires multiple accounts drawn from different actors. Secondly, while research needs to describe the concepts used by ‘macro’ actors to represent context, it is crucial to recognize them as outcomes of processes of development and not as self-evident entities. Finally, we suggest that research needs to attend to how these accounts are produced, be they by ‘macro’ and ‘micro’ actors. This can be understood as an emergent activity showing not only unexpected outcomes but also that the concepts describing actors change in development. These principles are applied to the case of M-PESA, now widely known as an innovative mobile banking application from Kenya. One outcome of this approach is that it helps explain why ICT4D projects in general, and M-PESA in particular, are often difficult to replicate successfully.     

BALANCE SHEET ECONOMICS OF THE SUBPRIME MORTGAGE CRISIS

As Copeland (1947; 1952) demonstrated with his money-flows accounts more than half a century ago, the balance sheets of economic entities are closely interrelated through a lender–borrower relationship. This paper is an attempt to describe the US subprime mortgage crisis in the framework of ‘balance sheet economics’, which was originally proposed by Stone (1966) and Klein (1977; 1983). Since it is almost impossible to collect all the balance sheets of economic entities, we use flow-of-funds accounts instead to simulate the negative consequences resulting from home mortgage delinquencies. We show that the pass-through sequence converges when the original delinquency is made up by loss of net worth in any of the economic entities. Most of the eventual loss is incurred by ‘Households and Nonprofit Organizations’ and ‘Rest of the World’. A portion of pass-through loss is eventually incurred by foreign countries with excess external assets, such as Japan, Ireland, etc.     

Unequal and low pay in the public sector

This article assesses unequal and low pay in the public sector, and UNISON’s action on these issues. It is argued that gendered employment and pay are crucial to an understanding of sources of conflict and pressures for institutional change. The case is made for ‘mainstreaming’ women in accounts of public sector industrial relations.     

The legislation of environmental disclosures in three Nordic countries—a comparison

This paper compares the legislation in Denmark, Norway and Sweden concerning what kind of environmental information firms must disclose. These three Nordic countries have great similarities regarding accounting legislation and standards. However, Denmark has chosen a different way to force firms to disclose their environmental performance compared with Norway and Sweden. Danish firms must deliver separate ‘green accounts’, while Norwegian and Swedish firms are bound to report on environmental issues in the administrative report. The Norwegian and Swedish firms' information mainly addresses the financial consequences of environmental impact and the Norwegian legislation is also found to be more extensive than the Swedish legislation. The information from the Danish firms addresses society in general. The comparison indicates some interesting topics for further analysis, e.g. how the extensive demands in Norway for information about products' impacts when discharged may be fulfilled. As a background for this comparison, an outline of the discussions about voluntary versus regulated environmental information is given as well as an overview of some international standards and recommendations concerning firms' environmental disclosures. Copyright © 2003 John Wiley & Sons, Ltd. and ERP Environment.     

The Politics of Standards in Modern Management: Making ‘The Project’ a Reality*

abstract In this paper, we explore the standardization of contemporary management knowledge, focusing in particular upon the role of ‘standards’ in creating and reifying ‘organizational objects’, with powerful consequences and with often unrecognized ethical implications. It is our argument that modernist beliefs in ‘general, abstract and timeless ideas’ ( Brunsson et al., 2000 , p. 173), enshrined in a universal and abstract rationality, results in the marginalization of more reflexive forms of rationality and the suppression of autonomy, creativity and discretion in organizations. To investigate the consequences of standardization, we take as the focus of our analysis a specific management model which has a significant and growing impact on many sectors of contemporary industry; that of project management. Drawing on the work of Timmermans and Berg (1997) , Bowker and Star (1999) and Brunsson et al. (2000) , we draw attention to the reification of the object of management; in this case, the project itself, as a transhistorical, ‘real world’ object. By tracing efforts to establish and institutionalize ‘standards’ in this and other fields of management, in particular through the creation and dissemination of a universal ‘body of knowledge’ for this field, we draw attention to the political and moral significance of the ‘blackboxing’ of knowledge. It is our broader intention here to help to denaturalize this organizational object, to legitimize other modes of knowledge and practice in the field, and thereby to reopen debate in this and other arenas of standardization.     

Ceremonial science: The state of Russian economics seen through the lens of the work of ‘Doctor of Science’ candidates

The paper investigates the current status of economic research in Russia using a previously unexplored dataset of Russian ‘Doctor of Science’ (Dr.Sc.) theses. The Dr.Sc. degree is a postdoctoral qualification necessary for career advancement at most Russian universities. By examining the Dr.Sc. theses, we are able to provide a systematic overview of ‘average’ scientific standards in Russia, particularly at mass universities, at which most administrators and bureaucrats are trained. We show that the level of integration into the international scientific community in Russian economics remains low. Moreover, we obtain a picture of mostly ‘ceremonial’ science. The researchers combine references to ‘classical’ research, formal methods, and practical application merely as an instrument for presenting the argument in a more ‘scientific’ way.     

Migrants Encounter Migrants in the City: the Changing Context of ‘Home’ for Second‐Generation Greek‐American Return Migrants

This article looks at the ‘return’ migration of second‐generation Greek Americans to their parents’ homeland, Greece. It is based on interviews with, and written accounts supplied by, 40 participants in the research, all now living in the Athens region. The article addresses two main sets of questions. First, why do they relocate to Greece, what are they looking for, and how do they cope with difficulties and disappointments? Second, and more specifically, how do they react to the fact that Greece is no longer a homogenous hellenistic society, but has become in recent years a de facto multicultural one due to the presence of hundreds of thousands of immigrant workers and their families? Three hypotheses are proposed for this inter‐migrant encounter: returnees, shocked by the ‘new immigration’, view it negatively as upsetting the ‘pure Greek’ homeland they had hoped to find; returnees are more sympathetic because of their own families’ history as immigrants in multicultural America; and returnees differentiate themselves as ‘good’ migrants from Greece’s immigrants who are constructed as ‘bad’ migrants. Evidence from the migrants’ testimonies is found to support all three hypotheses; however, there is more support for the second one. In addition, a fourth outcome was voiced: that of discrimination against Greek Americans who are made to feel, in certain circumstances, outsiders by the ‘true’ Greeks. Suggestions are made for further comparative research.     

Autonomy,accountability, and ambiguity in arm’s-length meta-governance: the case of NHS England

ABSTRACT

Meta-governance involves orchestrating the ‘rules of the game’ in public management. Arm’s-length bodies are particularly important vehicles for this. We consider the case of an arm’s-length body (NHS England) created to oversee the English NHS’ day-to-day operation, and remove ‘political interference’. Although mandated by the Department of Health it has increasingly operated as policy-maker, developing policies in tension with existing legislation, while Ministers have faded from public-facing accounts of service operation. This suggests NHS England operates as a meta-governor, insulating government whilst pursuing its own agenda, and raises crucial questions about governmental accountability whilst simultaneously making answers harder to obtain.     

A SAM for Europe: Problems and Perspectives

This paper examines the conceptual and practical problems of constructing a social accounting matrix for Europe. It involves integrating the accounts of member countries within a complete system of regional accounts. The standard matrix framework first proposed by Stone is modified in two respects. First, functional and geographical transactions are distinguished between in order to simplify the accounting structure. Secondly, supraregional accounts are more formally incorporated so as to include accounts for the rest of the world and EC institutions, as well as to accommodate distribution and other transaction costs involved in moving goods, factors and assets between member countries. The general system of regional accounts can then be aggregated, consolidated or apportioned across member states but this has implications for both harmonizing accounts and classifications and considering the extent to which there is truly a ‘single European market’. Finally, the paper considers the availability of data and presents a preliminary compilation of aggregate accounts for three member countries.     

Making ‘Global Sydney’: Spatial Imaginaries,Worlding and Strategic Plans

This article critically examines the expression of global spatial imaginaries in urban policy and planning. Following recent calls to understand how the global is ‘made up' in and through cities, we argue for the usefulness of Roy and Ong's concept of ‘worlding’. By analysing how strategic spatial plans envisage ‘Global Sydney’, the article reveals a constitutive spatial imaginary informed by the articulation of three interrelated elements: global city standards, comparative techniques and extra‐local policy models. Unpacking how cities are selectively worlded through spatial imaginaries, the article advances an approach to urban globality as actively cultivated and differentially produced.     

Business is Show Business: Management Presentations as Performance

While there is continual scholarly interest in the ‘organization as theatre’ metaphor, extant dramaturgical perspectives limit the ability to account for aesthetic experiences in theatrical situations. This study provides a different methodological lens for looking at ‘theatre’ in organizations and illustrates that an inclusion of performance theory can be particularly valuable for understanding aesthetic techniques which are increasingly employed in organizations. Responding to calls for aesthetic studies, this article analyses large‐scale management presentations such as annual general meetings, press conferences, and analyst meetings ‘as performance’ instead of re‐labelling them as if they were drama. Drawing on the latest theatre theory and introducing a tool for performance analysis, the study accounts for the aesthetic experience and describes the complex interplay of scenography, lighting, clothing, managers' performance style, rhetoric, and audience interaction, showing that these organizational events are co‐created and contested theatrical performances with a potential for resistance and possible change as well as for persuasion.     

Ethnography,Reality, and Truth: The Vital Need for Studies of ‘How Things Work’ in Organizations and Management

There is considerable potential for ethnography to play a larger and more mainstream role in organization and management studies. Ethnography is not a research method. It is a way of writing about and analysing social life which has roots in both the sciences and the humanities. Whilst it prioritizes close and intensive observation in the gathering of information and insights, it may additionally and potentially use any of the full range of other research methods. A powerful rationale for ‘good’ ethnographic work is offered by Pragmatist Realist principles of truth, reality, and relevance‐to‐practice. Research based on these principles investigates the realities of ‘how things work’ in organizations. In doing this, it rigorously grounds and contextualizes the activities which the researcher observes and the accounts which they receive from organizational members. To do this well, researchers must avoid being diverted from the analysis of organizational patterns and managerial processes by researchers trying to ‘get into the heads’ of organizational members in order to capture their subjective experiences. Various moves can be identified which would encourage and enable more people to work ethnographically and to produce research which is inherently critical and is unfettered by attachment to any narrow specialist method, concept or ‘perspective’.     

Why More Forward-Looking Accounting Standards Can Reduce Financial Reporting Quality

A premise of standard setters and of much empirical research is that improving the quality of accounting standards and their implementation increases information in capital markets. This paper challenges this premise and shows that there are situations in which ‘better’, that is, more forward-looking, accounting standards reduce the information content of financial reports. The reason is that a forward-looking accounting standard affects the smoothness of reported earnings, which can conflict with the manager's smoothing incentive and her willingness to incorporate private information in the financial report. Although the manager could eliminate the effect by earnings management, it is too costly to do so. As a consequence, the capital market's ability to infer the financial and nonfinancial information in reported earnings declines. This finding should increase the awareness that an ‘improvement’ in accounting standards, without considering incentives and other information residing in firms, can adversely affect the quality of financial reporting.     

Shuttling Goods,Weaving Consumer Tastes: Informal Trade between Turkey and Russia

In ‘top down’ conceptualizations of globalization, people often enter the analytical picture merely as resisters to globalization or as receivers of corporate produced goods, messages and ideas. This article, in contrast, focuses on a process in which ‘ordinary’ people are the active makers of global processes and meanings. I describe the transnational trade network between post-Soviet countries and Turkey, in which Western fashions and images get circulated and transformed through the activities of informal entrepreneurs. I thus challenge accounts of globalization in which the dissemination of images is depicted as a top down process originating in corporations located in metropolitan countries. Based on ethnographic evidence collected in Istanbul and Moscow on the informal ‘shuttle trade’, I demonstrate that the mobility of ‘ordinary’ people across borders facilitates the flows of signs and images. Moreover, Western images and fashions get remoulded and acquire new meanings in the process of circulation.     

Developing Alteratives: Energy,Offices and the Environment

This paper maps some of the social and commercial forces shaping the debate around ‘realistic’ or ‘appropriate’ levels of energy specification in the commercial office market. It discusses how the dynamics of the market, alternative lease arrangements, enhanced building management standards, technological innovation and shifts in cultural taste are all redefining contemporary office space and presenting new opportunities for environmental innovation. Drawing upon interviews with developers, investors, agents, occupiers and property researchers in Britain and France, the changing, often conflicting, priorities underpinning decisions about energy standards are explored. The paper explores possible ‘futures’ for office development processes in the United Kingdom. Highlighting the ebb and flow of the market, the paper points to the changing nature of tenant demand and current ‘opportunities’ for the development of alternative, more ‘realistic’ energy specification levels. Looking beyond the current property slump it examines the cultural and structural shifts likely to sustain any reformation of British real estate practices. In particular, the paper highlights contemporary debates around transformation of the institutional lease and legislative codification of energy and environmental standards. It is argued that this loose constellation of social forces promises a significant, new mutuality of interests between developers and occupiers which is cultivating ‘appropriate’ specification and procurement practices. Cet article retrace certaines des formes sociales et commerciales qui modèlent le débat sur les niveaux ‘réalistes’ ou ‘appropriés’ de spécification de l'énergie dans le marché des bureaux commerciaux. Il explique comment les dynamiques du marché, l'organisation alternative du bail, une meilleure gestion des immeubles, la nouveauté technologique et le changement des goûts culturels redéfinissent l'espace contemporain du bureau et présentent de nouvelles opportunités d'innovation de l'environnement. M'appuyant sur des entrevues avec des promoteurs, des agents, des occupants et des chercheurs sur les propriétés immobilières en Grande-Bretagne et en France, j'examine les priorités changeantes et souvent contradictoires qui supportent les décisions quant aux niveaux d'énergie. Cet article explore les ‘futurs’ possibles pour les processus de développement des bureaux au Royaume Uni. Soulignant le va et vient du marché, cet article démontre la nature changeante de la demande des locataires et les ‘opportunités’ actuelles quant au développement de niveaux alternatifs et plus ‘réalistes’ de spécification de l'énergie. En regardant par delà l'effrondement actuel du marché immobilier, il examine les mouvements culturels et structuraux qui pourraient supporter une réforme des pratiques des agents immobiliers britanniques. Cet article souligne en particulier les débats contemporains sur la transformation du bail institutionnel et la codification législative de la qualité de l'environnement et de l'énergie. Je soutiens que cette constellation décousue de forces sociales promet une nouvelle et significative mutualité d'intérêts entre les promoteurs et les occupants qui cultive les spécifications ‘appropriées’ et les pratiques d'acquisition.     

The Continuity–Change Duality in Narrative Texts of Organizational Identity*

abstract This paper focuses on how continuity and change are managed discursively in narrative texts of organizational identity and thus helps move forward the discussion about persistence and change in organizational identity. The study reports on the content, context and authorial elements of the evolving narrative composed by a Canadian bank's senior managers. The analysis indicates that the discursive strategies employed by organizational authors to establish confluence (or simultaneous continuity and change) include the selective reporting of elements from the past, present and future, the juxtaposition of the ‘modern and attractive’ with the ‘outdated and undesirable’, the persistent use of expansive labels that allow the addition and subtraction of meanings attached to the labels, and the importation of selected themes from the wider macro‐discourses. In keeping with the view that organizations are plurivocal, evolving narratives of the organization in the business press are also presented. These narratives contribute themes that are at times concordant with senior managers’ accounts and thus confirm the value of the changes in identity elaborated by management; at other times, press accounts are discordant with senior managers’ narratives and provide alternative evaluations of the changes. The paper concludes with reflections on the indeterminacy of both organizational identity – for the texts that constitute it remain open to multiple readings and to subsequent re‐writing that continually destabilize it – and the narrative research enterprise that falls short of providing comprehensive and incontrovertible accounts of the voices that constitute organizations.     

ROUNDING,FOCAL POINT ANSWERS AND NONRESPONSE TO SUBJECTIVE PROBABILITY QUESTIONS

We develop a panel data model explaining answers to subjective probabilities about binary events and estimate it using data from the Health and Retirement Study on six such probabilities. The model explicitly accounts for several forms of ‘reporting behavior’: rounding, focal point ‘50%’ answers and item nonresponse. We find observed and unobserved heterogeneity in the tendencies to report rounded values or a focal answer, explaining persistency in 50% answers over time. Focal 50% answers matter for some of the probabilities. Incorporating reporting behavior does not have a large effect on the estimated distribution of the genuine subjective probabilities. Copyright © 2013 John Wiley & Sons, Ltd.