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abstract The intersection of academic disciplines and fields provides an important forum
for creative theory building. In this article, we identify three modes of theory building at the
intersection and highlight their strengths and weaknesses. We position these three modes
relative to one another using the ‘impact wheel’, which visually describes their influence on
five domains: theory, field, discipline, researchers, and external stakeholders. Though impact
on these domains varies across the three modes, maximum impact is created when theory
building at the intersection uncovers new phenomena that revise the boundaries of existing
disciplines and fields while giving birth to new ones. Such theorizing is infrequent and
demands particular skills on the part of researchers to help organization science to realize
more of its potential.
The system of science offers scholars incentives to make a novel contribution every time
they undertake research (Mone and McKinley, 1993). Theory building and testing
occupy a central place in this system. Theory building that involves the intersection of
theories across different fields, disciplines and/or philosophical paradigms is a particu-
larly popular strategy for making a novel impact (Colquitt and Zapata-Phelan, 2007).
Theory building is the quintessential process of ‘intellectual arbitrage’ (Van de Ven and
Johnson, 2006, p. 809) that gives meaning to data, defines phenomena, explains and
interprets findings, and fuels discoveries. Therefore, in this paper, we ask: How can
researchers intersect theories across academic fields and/or disciplines for maximum impact? The
question recognizes a hierarchical structure from theories which aggregate to form fields
(e.g. strategy, organizational behaviour, human resource management (HRM), and
entrepreneurship) which, in turn, accumulate to comprise disciplines (e.g. organization
Address for reprints: Shaker A. Zahra, Department of Strategic Management and Organization and Gary S.
Holmes Center for Entrepreneurship, Carlson School of Management, University of Minnesota, 321 19th
Ave. South, Minneapolis, MN 55455, USA (zahra004@umn.edu).
© Blackwell Publishing Ltd 2009. Published by Blackwell Publishing, 9600 Garsington Road, Oxford, OX4 2DQ, UK
and 350 Main Street, Malden, MA 02148, USA.
1060 S. A. Zahra and L. R. Newey
science, economics, and psychology). We argue that, while combining theories is
common practice, not all modes of intersection have equal impact.
We propose that theory building at the intersection can have different impacts on
five domains: theories, fields, disciplines, research communities, and key external stake-
holders. Having an impact on one domain may also trigger a positive feedback effect
across the others. For instance, the development of a valuable extension to an existing
theory may also assist paradigm development within an emerging field while enhancing
the legitimacy of the parent discipline in the eyes of key external stakeholders such as
industry, government and the wider community.
The resource-based view (RBV) provides an interesting example. The RBV offers an
intriguing blend of management and economic insights (Peteraf and Barney, 2003),
positing that differences in firm performance stem from economic efficiencies resulting
from managers’ creative and superior use of resources. This theoretical synthesis has
enriched and revised theories of competitive advantage in the strategy field. It has also
led to an avalanche of follow-up research that capitalizes on the intersection with theories
from organizational economics (Mahoney and Pandian, 1992), population ecology
(Barnett et al., 1994), institutional theory (Oliver, 1997) and organizational learning (Lei
et al., 1996). The RBV has also informed sister disciplines such as marketing, interna-
tional business, entrepreneurship, production management and HRM, leading to the
proliferation of schools of thought that embrace the inherent paradoxes within the theory
(Lado et al., 2006). This research has lent greater credence to organizational scholarship
generally while compelling managers to deepen their understanding of how they can
proactively create competitive advantages.
Researchers frequently use three generic modes when building theories at the inter-
section of fields and/or disciplines. The modes include: (1) borrowing concepts/theories
from one field or discipline and superficially intersecting with those of another; (2)
borrowing concepts/theories from one field or discipline and intersecting with those of
another in a way that extends one or more of the theories; and (3) borrowing concepts/
theories from one field or discipline and intersecting with those of another in a way that
not only extends one or more of the intersecting theories but transforms the core of fields
and disciplines of which they are a part.
Each mode of theory building at the intersection is distinguished by different levels of
impact across the different impact domains. To capture this impact, we propose a theory
building impact wheel as a tool to visually assess the impact created by the various modes
across the domains. Our core argument is that impact is maximized when a mode of
theory building at the intersection is adopted that affects a greater range of impact
domains. We hope that our framework will highlight the opportunities that are available
for conceiving theory-building strategies for creating maximum impact.
We propose that of the three cross-field/disciplinary theory building strategies, Modes
1 and 2 are in frequent use while Mode 3 is rarely used, yet offers the most potential to
exert significant impact across the domains. Mode 3 requires special skills in theory
building and cross-field/disciplinary communication. Our discussion, therefore, draws
attention to this mode while also showing how impact is (not) created by the other
methods of theory building at the intersection of multiple fields/disciplines (hereafter
‘intersection’).
Impact Domains
Impact means to have ‘a forcible effect on something’, to ‘make an impression’, ‘to
influence’. Great theories have deep and enduring influence on subsequent theorizing
and the world of practice. They also influence knowledge creation, diffusion and utili-
zation by gaining the attention of other scholars and inhabiting the most prestigious
outlets that communicate those ideas. The highest goal of research is to generate this type
of far-reaching impact upon many different targets.
In Figure 1, we attempt to systematically capture the relationship between modes
of theory building at the intersection and various impact domains. This relationship is
depicted by an impact wheel radiating from a mode of theory building at the intersection.
The wheel depicts five main impact domains and recognizes that different modes of
theory-building at the intersection have different effects on these impact domains. The
five domains are also interrelated such that influencing one can cause positive feedback
effects amongst the others. The positive feedback effects created by different modes of
theory building at the intersection, along with the degree of impact on each domain,
yields different wheel sizes, indicating the overall influence on the impact domains.
Different modes of theory building at the intersection can be distinguished by the size
and symmetry of the impact wheel they create.
Impact 1: Theory development. When theory building involves the intersection of two or
more theories, concepts and/or ideas the results may have important impacts on one or
more pre-existing theories. For example, Burgelman’s (2002) longitudinal study of Intel
has extended the frontier of the field of strategy by focusing on how strategy-making is an
organizational process that shapes the destiny of the firm. His conceptual framework
intersected concepts from strategy and evolutionary organization theory, a combination
that not only represented novel theory building that significantly broadened the field of
strategy, but also had implications for key debates such as strategic positioning versus
competence, exploitation versus exploration (March, 1991), resource allocation myopia
Field Development
Impact on:
Theory Development Theoretical paradigms:
Impact on: – Relative explanatory and predictive ability to address
Theories: core issues that define the field
– Relative explanatory and predictive ability to – Extending and/or challenging existing paradigms or
address core focal issue of theory inspiring new ones
(relative to other theories within and/or across – Ability of the field to provide answers to the needs
fields) of external constituents relative to other fields
– Interestingness, internal and external validity, Institutional supports:
reliability – Proliferation and standing of journals, development
of professional associations, conferences and
community of researchers
High
Medium
Low
Mode of Theory-
Researcher Development Building at the External Stakeholder Impact
Impact on: Intersection Impact on:
– Follow-on research The practical needs of
– Attraction of other researchers – industry
to agenda – government
– Researcher’s teaching – community
Impact 2: Field development. Theories also aggregate within fields. Terms like ‘field’ and
‘discipline’ are often used interchangeably but we differentiate them here in order to
recognize hierarchical structures in the organization of scientific knowledge. By ‘field’ we
mean aggregated areas of study that roughly correspond to the Divisions that exist in the
Academy of Management, for instance. Included are organization theory, HRM, strat-
egy, cognition, entrepreneurship, international business, as well as technology and inno-
vation management. Each field is populated (or even dominated) by several key theories
that define the phenomena and inform the core questions that shape the boundaries of
the field. Thus, notwithstanding some recent objections (e.g. Markóczy and Deeds,
2009), progress in the field depends greatly on theory development.
Theory development may have a positive impact upon field development if it
contributes to paradigm development (Pfeffer, 1993) and/or paradigm diversification
(Cannella and Paetzold, 1994; Van Maanen, 1995). It contributes to field development
to the extent that the former identifies and/or addresses key questions that define a field
and creates unique conceptual frameworks not present in other fields. These develop-
ments can significantly enhance the legitimacy of a field by cultivating increased inde-
pendence from the theoretical frameworks of other fields and increasing citation rates
within other disciplinary journals. Legitimacy is also established through the building
of the institutional infrastructure surrounding a field, including the proliferation of jour-
nals with greater academic standing, professional associations, conferences, academic
appointments and attraction of a community of researchers (Busenitz et al., 2003; Low,
2001). Without assessing the impact of theory development on field development, aca-
demic fields languish through the lack of coordination and economies of research scale
are not leveraged to produce coherent, rigorous and powerful knowledge.
Impact 3: Discipline development. Fields aggregate to form disciplines. For instance, the
organization studies discipline includes organizational behaviour, HRM, marketing,
accounting, and strategy, among others. This level of aggregation also has important
objectives that theory building at the intersection can, and needs to, impact. Disciplines
share similar objectives to fields, only at a higher level of aggregation. Disciplines
co-evolve through good research and the evolution of supporting institutional structures
such as cross-field conferences, cross-field publications, professional associations and
development of a community of committed and talented researchers and students. The
Impact 4: Researcher development. Theories, fields and disciplines realize their potential
through the efforts of capable researchers. As an impact domain, researcher develop-
ment refers to the extent to which researchers are motivated to pursue subsequent
research inferred by an initial theory building at the intersection effort. This is an
important impact domain because follow-on cumulative work contributes to the sub-
stance of fields and disciplines as well as the potential for extensive influence on the world
of practice. An effort focusing on theory building at the intersection has an impact on
researcher development to the extent to which researchers receive intrinsic and extrinsic
validation for their effort. This can also lead them to prioritize the research agenda in
their portfolio, continue related research, attract other researchers to their agenda, and
develop additional ideas through teaching. The potential for contagion among other
researchers and students is an important dynamic that directly affects theory, field,
discipline and external stakeholder development.
Impact 5: External stakeholder development. The development of theories, fields and disci-
plines coevolves with key external constituents. Organization science theories can enrich
or even change practice by identifying new phenomena for investigation and conse-
quently need new and creative thinking. Times of significant social and economic
transitions often render redundant the explanatory power of old theories, inviting new
theories and fields of inquiry (Davis and Marquis, 2005). These dynamics indicate a need
to stay relevant and suggest that the external landscape is a fertile area for ongoing
theory, field and discipline development – impact begets greater impact.
There are inevitable conflicts in theory building that aim to address both the practical
challenges of external constituents and a dominant paradigm that asserts the need
for generalizability (Bennis and O’Toole, 2005). Prescriptive theory building demands
comprehensive understanding of specific situations often containing peculiarities that
prohibit wider application. But impact is not just in the form of step-by-step recommen-
dations, as rules for riches can begin to lose their strategic value as soon as they are
known. Rather, practitioners are impacted in terms of their conceptual development,
revising subjective beliefs and/or lending of third party influence to effect change.
DISCUSSION
We have argued that focusing on the intersection of fields and disciplines offers an
important opportunity to theorize in ways that can challenge, reframe and redefine core
issues in a field/discipline. It also provides an opportunity to challenge and revise
accepted assumptions as well as established questions and traditions in the original fields
from which theories have been drawn. The intersection of scholarly fields and disciplines
provides a new ‘market space’ for original ideas that fosters theory building and testing.
As with such new market spaces, research at the intersection has to create its own agenda
and corresponding stakeholders, build momentum for new and original thinking, attract
and retain competent researchers, and use their skills to address questions that trespass
boundaries. Such research has enriched natural sciences, leading to important break-
throughs that revolutionized the original disciplines of chemistry, biology, and physics.
This type of research can have such a profound effect on administrative sciences as well.
Other researchers espouse different, indeed contrary views, to those we have proposed
throughout this article. Markóczy and Deeds (2009), who believe that the time has come
for the management discipline to develop its own paradigm, suggest that research at
the intersection might slow down the emergence of such a paradigm. We respectfully
disagree because we believe theory building at the intersection could enrich and expedite
the emergence of such a paradigm. Insular conceptualizations of organizational phe-
nomena could also be dangerous to better theorizing and effective managerial practices.
Self-reliance in developing our discipline does not require isolating it from other impor-
tant disciplines and perspectives; this could only limit our capacity to tackle meaningful
research questions.
Dimension Modes
1 2 3
Focus Importation of theory from Intersection of one field/ Using intersection as a new
other fields discipline and another domain to develop new theory
Objective Enrichment and extension Boundary definition Domain definition
Critical skills Empirical Synthetic integration Theory construction
Cross-disciplinary
communication
Use Widespread Frequent Rare
Still, creative theory building at the intersection of disciplines and/or fields does not fit
neatly into three distinct categories because different theory building efforts can create
different impact domains, manifesting as asymmetric impact wheels. For instance, orga-
nizational research could have significant theoretical, field and discipline impact but
wield much less influence on managerial practice. Alternatively, theory building at the
intersection may focus on practical problem solving, yielding significant workplace
impact but which contributes little to theory, field or discipline development. We have
highlighted these modes to illustrate three generic impact wheels, while at the same time
recognizing the wide and uneven effects possible from different theory building efforts. In
addition, our derivation of the three modes is based on logic and experienced observa-
tion of popular strategies, along with their strengths and weaknesses. A more systematic
examination of intersection modes used in research may identify additional modes
and/or refine our framework.
IMPLICATIONS
Our model of the impact wheel can be used as both a lagging and a leading indicator.
The latter is particularly important in guiding research design. The ‘impact wheel’
(Figure 1) clarifies the range of impact domains and their antecedents. Novice
researchers typically search for a contribution, often defined in theoretical terms. The
impact wheel and Mode 3 theorizing at the intersection encourages researchers to spot
limiting assumptions not only at the level of theories but also entire fields/disciplines.
Their ability to spot these limiting assumptions and generate insights at the intersection
(e.g. social entrepreneurship) can yield far-reaching impact in terms of theoretical,
field, discipline, researcher and practical development. Researchers also exert wider
impact by including not only theoretical implications of their papers but also being
mindful of the effect of their contributions on other impact domains (Figure 1). This
may be old hat for some experienced researchers but may be valuable steering to the
novices of our trade. It helps the younger and perhaps less experienced scholars to
CONCLUSION
Novel combinations of theories lie at the heart of understanding the complexity of
organizational phenomena. Combination provides a provocative context for theories,
shedding light on their strengths and weaknesses as well as enhancing their potential for
impact by serving to clarify and extend. Different modes of intersecting theories create
different levels of impact ranging from minimal to far-reaching. Awareness of these
modes and the different impact domains they affect is an important step forward in
charting pathways for advancing organization science, assessing alternative ways to
resolve fundamental issues, extend frontiers, and guide the productivity of novice and
established researchers.
Developing skills at intersection has costs and benefits as the propagation of new fields
gives rise to issues of legitimacy, paradigm convergence/diversification, cross-border
communication as well as the promise of fresh and exciting answers to complex phe-
nomena. The relative distribution of these costs and benefits reflects researchers’ mode
of theory-building at the intersection. Not all modes are created equal in terms of impact,
thus placing onus upon researchers to be mindful of the nuances of ‘intersection’ and
how it can profoundly shape the evolution of theories, fields, disciplines and the world of
practice. Crafting new theories at the intersection can enrich discourse in organization
sciences, stimulating radical innovation in the focus and methods of inquiry. Such
innovations create platforms for theorizing anew. Waves of creative synthesis, empirical
inquiry and revolutionary theorizing can highlight the contributions of organization
sciences and reinforce, rather than dilute, their identity and impact.
ACKNOWLEDGMENTS
We acknowledge with appreciation the support of Steven Floyd and Mike Wright, and the helpful comments
of Nachiket Bhawe, Hans Rawhouser and Patricia H. Zahra. We have benefited also from the comments of
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