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SSRN Id2589394 PDF
SSRN Id2589394 PDF
Abstract
The complexity of management situations means that their scientific review is based
not only on quantitative approaches but also on qualitative methods, including the
case study methodology. But if, for many years, writing teaching cases did not cross
any scientific ambitions of their authors, the gap is breaking down. Professors must
meet the objectives of publication, while continuing their teaching activity, including
the production of case studies. Beyond statements of a general nature, the way in
which the articulation between teaching and research functions concretely has not
yet been adequately described. This is the question to which we intend to provide an
answer in this empirical study.
To highlight the complexity of management situations and reveal the processes that
underlie them, any meaningful scientific analysis should encompass not only
quantitative approaches, but also qualitative methods. It is notably through case
studies that managerial situations can best be understood, and this method of
investigation should be encouraged and developed. Indeed, even if case studies are
used differently in teaching and research, this does not stop the method from being
fully deployed.
The case study method is an important pedagogical tool in the field of management
science (Abdessemed, 2005). The production of “pedagogical case studies” for
teaching purposes is a part of well established institutional and corporate system,
which largely defines their form, quantity and even content. In Great Britain, the
leader in the case studies publishing sector is the ECCH (European Case Clearing
House), while its French counterparty is the CCMP (Centrale de Cas et de Médias
Pédagogiques), run under the aegis of the Paris Chamber of Commerce and
Industry. The number of case studies lodged at and published by these bodies is
steadily increasing in number, and, as a result, these organizations, which now sell
turnkey products (case studies, teaching notes, debriefing slide presentations, and
videos) are becoming ever-more demanding and selective. The authors’ of
pedagogical case studies are obliged to follow precise norms, which can be either
formal (where case studies must be accompanied by “teaching notes”, for example),
or informal (for example, care must be taken to ensure that case studies are “lively”).
It is, above all, a question of providing a key to the understanding of a phenomenon
or a particular situation for learners who are highly sensitive to the concrete nature of
1
Professor and Researcher at NOVANCIA (Paris) and a Visiting Professor to International
Institutions. E-mail: plapoule@novancia.fr
2
Professor and Researcher at NOVANCIA (Paris). E-mail : elamy@novancia.fr
1
4
incorporating elements from an article into a case study; and using scientific
elements gleaned from the use of a case study in a teaching context.
We used our exploratory interviews to distinguish a number of different aspects of
each approach.
For the transition to the case study (and its teaching note), we envision the possibility
that the following elements can be incorporated into an article: the description of the
situation, the verbatims, the results of the analysis, the theoretical contributions, the
bibliography.
In the opposite configuration – the transition from an article to a case study (or its
teaching note) – we envision the possibility of the following elements being
incorporated: the conclusions, the theoretical considerations, some extracts from
interviews, the quantitative analyses (if there were any), the theoretical developments
or the bibliography.
Lastly, the use of case studies in a teaching context (in a classroom) could have the
following advantages: it could help to clarify managerial contributions (practical
aspects, recommendations), it could lead the authors to return to the field, it could
enable to better define the research problematic, it could help to reveal certain
weaknesses in the theoretical approach, to identify a number of interesting
theoretical perspectives, to clarify certain concepts, to organize the literature review
more effectively. We have also envisioned the possibility that the use of case studies
may have no scientific value.
Below, we examine empirically the respective importance of the various kinds of
synergies between teaching and research practices.
[Table 9]
The analysis of the distribution of these synergies in function of the experience of the
respondents in terms of the case study method does not substantially modify these
observations. It is, however, possible to observe that experienced respondents use
verbatim and bibliographical elements significantly more often than their less
experienced colleagues, which suggests that, for the former, there is a greater
proximity between case studies and research articles.
[Table 10]
2.3 From
the
use
of
the
case
study
to
the
research
article
Teaching with case studies is also a way to get some scientifically useful lessons
from students’ reactions. In effect, case studies used for teaching make it possible to
test information acquired in the field on various groups of learners with a view to
defining situations which are not, initially, sufficiently clear to either the students or
the author. Indeed, they can prompt researchers to return to the field in order to
rework the case or find new elements of proof. Getting learners to draw conclusions
from a case can help to anticipate certain theoretical and conceptual limits. Students
can also help to point out empirical gaps that can only be filled thanks to additional
fieldwork. Writing a research article based on a pedagogical case study presupposes
a more critical perspective. Using case studies for teaching purposes can help to
develop a critical stance of this kind. Authors like Bonnafous-Boucher, Redien-Collot
and Teglborg (2010) think that pedagogical case studies are inherently optimistic,
that they give students the impression that there is always an answer to everything;
but student reactions can always help to reveal weaknesses that need to be
corrected or, more simply, points that need to be better explained. It is these various
approaches to exploiting case studies scientifically that we have examined in our
study. The table below shows the respective incidence of each of these approaches
amongst the respondents.
[Table 11]
In our survey, only a small minority of respondents – 26% – considered that
pedagogical case studies contributed nothing scientifically. Even more worthy of
note, as is shown in the following table, even fewer of the most experienced
respondents considered that pedagogical case studies were of no scientific interest.
6
We then observed that the main contributions made by pedagogical case studies
were to clarifying concepts and problematics. This is where the articulation between
teaching and research, and the place occupied by case studies in that configuration,
acquires all its meaning. What might seem obvious to the teacher-researcher
becomes decidedly less so when presented to the critical gaze of the student body.
And the approach consisting in never being satisfied with superficial clarity is at the
heart of scientific practice. However, it should be pointed out that case studies make
only a small contribution to the task of identifying theoretical weaknesses. That is
probably due to the superficial nature of the theoretical dialogue between teachers
and students, who have not yet mastered theoretical tools.
Case studies can also be used, although to a lesser degree, to identify interesting
theoretical perspectives. This is probably more an indirect effect of outlining the case
to students than the result of a theoretical dialogue with them. On this point, it would
be better to focus on the teacher-researchers themselves in order to gain a better
understanding of how they are able to identify these theoretical perspectives.
An analysis of the distribution of responses between experienced teacher-
researchers and their less experienced counterparts in the writing of case studies
reveals no notable discrepancy from the preceding observations.
[Table 12]
3 Conclusions
The table above recapitulates the principal initial conclusions of our study by showing
the most current interactions and synergies between pedagogical case studies and
research articles. Again, the importance of the teaching note as a kind of bridge
between teaching and research is apparent, as the conclusions of research articles
are often incorporated in them. More interesting is the role played by case studies in
terms of providing clarification. This is one of the most frequent sources of synergy
(over 22% of respondents mention it) and, as such, it is a point that should be further
examined in the following stage of this study. Moreover, it can also be observed that
exchanges between pedagogical and scientific practices are balanced: amongst the
main synergies there are not significantly more contributions to articles than
contributions to teaching notes.
[Table 13]
Of course, for the moment this is only the first phase of a survey on the potential
synergies between pedagogical case studies and research. This first phase should
enable us to explore a number of avenues to get a better idea of this emerging
problematic. In effect, there are more questions than there are answers in the
preceding paragraphs.
Making better use of research carried out in management schools on pedagogical
and exploratory case studies should contribute to narrowing the gap between theory
and practice, and between testable theories and empirical observations, and to
enrich management research. Without wishing to be exhaustive, this survey may
encourage teacher-researchers to apply this as yet still little recognized method of
investigation in terms of both practice and theory.
7
Our research has a certain number of limits. Some elements of the relationship
between teaching and research were not discussed, for example the choices made
and ways of addressing a subject or a field, and the possible articulations in terms of
form and content between research articles and pedagogical case studies. In
particular, we have neither mentioned the modifications that can be made to a
teaching note in order to transform it into a more academic form, nor focused on the
style of writing employed (MacNair, 1971; Cova & de la Baume, 1991), a style on
which structure and tone depend. Nor have we dealt with the question of the
generalization of pedagogical case studies, or that of the choice of field in which they
are carried out. All these question and a number of others should be developed in the
wake of this study.
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Table 1 – Distribution of respondents by nationality (57 nationalities, 15 of which provided over
20 respondents each)
Table 2 – Distribution by discipline (the total is superior to 1,057 since individual authors may
be involved in more than one discipline)
0
292
27.6%
1
112
10.6%
2
129
12.2%
3-‐5
262
24.8%
6-‐10
118
11.2%
10
and
over
144
13.6%
Table 4 – Replies to the question: "In your view, is it increasingly important to ensure that there
is a close relationship between teaching and research?"
Table 5 – Replies to the question: "Are case studies particularly suited to associating teaching
and research?"
Table 6 – Replies to the question: "Have you already used the results of an empirical
investigation to write both a pedagogical case study and a research article (for an academic
journal)?"
No
367
34.7%
Yes
571
54.0%
NR
119
11.3%
Table 7 – Respective weighting of different sorts of use of scientific articles in case studies or
teaching notes, expressed as a percentage of respondents
Table 8 – Distribution of various synergies in terms of elements from articles used in case
studies in function of respondents’ experience of the case study method. (Results significantly
lower than average highlighted in pink, results significantly higher than average in blue).
11
Potential
use
of
quantitative
analyses
in
the
teaching
note
15%
23%
28%
20%
10.84
Table 9 – Respective incidence of different kinds of use of the case study in the teaching note
or the article as a percentage of respondents
Table 10 – Distribution of various synergies in terms of elements from case study used in
articles in function of respondents’ experience of the case study method. (Results significantly
lower than average are highlighted in pink, results significantly higher than average in blue).
Table 12 - Distribution of various synergies in terms of elements from case studies used in
articles in function of respondents’ experience of the case study method. (Results significantly
lower than average highlighted in pink, results significantly higher than average in blue).
12
Identification
of
interesting
theoretical
perspectives
15%
19%
29%
19%
11,87
No
contribution
to
the
article
32%
17%
21%
26%
11,56
Identification
of
theoretical
weaknesses
9%
15%
15%
12%
4,76
Improved
organization
of
the
literature
review
7%
10%
12%
9%
2,95
Leads
to
a
return
to
the
field
5%
6%
9%
6%
2,37
Table 13 – Respective incidence of various synergies envisioned and direction of the exchange
(from the article to the teaching note: AT; from the article to the case study: AC; from the case
study and the teaching note to the article: CTA ; from the pedagogical treatment of the
teaching note to the article : PTA)
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Appendix: questionnaire
How many pedagogical case studies have you written?
• 0
• 1
• 2
• Between 3 and 5
• Between 6 and 10
• More than 10
Have you already used the results of an empirical investigation to write both a
pedagogical case study and a research article (for an academic journal)?
• Yes
• No
How did your use of a case study in a teaching situation contribute to the writing of the
article?
• It made no contribution
• It helped to clarify managerial contributions (practical aspects,
recommendations)
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• It led me to return to the field
• It enabled me to better define the research problematic
• It helped to reveal certain weaknesses in my theoretical approach
• It helped to identify a number of interesting theoretical perspectives
• It helped to clarify certain concepts
• It helped me to organize my literature review more effectively
• Other (please explain)
After writing a research article, which of the following elements did you use later,
either partially or in their entirety, in the case study?
• The conclusions
• Theoretical considerations
• Extracts from interviews
• Other (please explain)
After writing a research article, which of the following elements did you later use, either
partially or in their entirety, in the teaching note of your case study?
• Quantitative analyses (if there were any)
• The conclusions
• The theoretical developments
• The bibliography
• Other (please explain) 313761
After writing a case study and its accompanying teaching note, which of the following
elements did you later use, either partially or in their entirety in writing the research
article?
• The description of the situation
• The verbatims
• The results of the analysis
• The theoretical contributions
• The bibliography
• Other (please explain)
i
The key used is as follows: TS=("case study") or TS=("case studies"). Refined by: Web of Science
Categories=(MANAGEMENT OR BUSINESS FINANCE OR BUSINESS OR ECONOMICS OR SOCIOLOGY);
Timespan=2005-2012. Databases=SSCI.
ii
The Fisher test reveals a very significant gap with the average. The gap is also significant for other synergies, only less so.
15