Professional Documents
Culture Documents
www.emeraldinsight.com/0969-6474.htm
Themes in
The learning organisation: literature
a meta-analysis of themes in
literature
123
Keith Thomas
School of Business, The University of New South Wales at the Australian
Defence Force Academy, Canberra, Australia, and
Stephen Allen
Graduate School of Management, La Trobe University, Bundoora, Australia
Abstract
Purpose – The need to create and apply knowledge has contributed to the prescription of a learning
organisation. However, there is no easy answer to what this concept means. Also a major criticism of the
concept relates to the yet unclear connection between learning and performance. The purpose of this paper
is to review the broad global literature to identify emergent themes, synthesised into a multilevel
framework of process and structural attributes that reflects key theoretical relationships and attributes
underwriting organisational learning and change
Design/methodology/approach – This paper is based on meta-analysis of literature published
about the learning organisation and organisational learning.
Findings – Finds a multilevel framework of process and structural attributes that reflects key
relationships and attributes associated with learning and change.
Practical implications – The multi-level model outlines a framework for future research that may
seek to link learning and performance. The causal relationships identified also suggest practical
implications for managers seeking to enact the learning organisation concept.
Originality/value – This paper synthesises the conceptual underpinnings of literature on the
learning organisation into a practical framework.
Keywords Learning organizations, Learning, Tacit knowledge
Paper type Literature review
Introduction
What is central to the concept of a learning organisation is both organisational
learning, defined as the intentional use of learning processes to continuously transform
the organisation (Dixon, 1999) and the related concept of knowledge (Argyris and
Schon, 1978; Pedler et al., 1997; Revans, 1982; Senge, 1995; Schein, 1993). Assuming
that well-developed core competencies serve as a launch point for new products and
services (Nevis et al., 1995), what underpins the general prescription that firms become
learning organisations is the capability to create, integrate and apply knowledge. Such
capability is critical to firms developing sustainable competitive advantage (Bierly
et al., 2000). Conversely, a criticism of the knowledge-based approach is the apparent
disconnect between learning and performance. While knowledge and knowledge The Learning Organization
Vol. 13 No. 2, 2006
management processes should impact organisational performance, there is evidence pp. 123-139
that suggests something is lacking (Bierly et al., 2000; Cavaleri, 2004). Questions also q Emerald Group Publishing Limited
0969-6474
remain about how senior managers might apply specific leadership actions in order to DOI 10.1108/09696470610645467
TLO foster organisational learning (Johnson, 2002) or overcome barriers to organisational
learning (Argyris, 1992).
13,2 Arguably, part of the problem is in the assumptions underlying the terms
information and knowledge. These assumptions are hard to identify and difficult to
test and therefore the link with organisational performance, not surprisingly, remains
fuzzy. In this paper, the term information is defined as the flow of messages or data
124 that can be codified in some explicit form, which when written down or depicted in
some meaningful way can “inform” the recipient (Neef, 1999). Conversely, knowledge is
that information placed in context by virtue of human interpretation, or as Nonaka and
Takeuchi (1999) state, it (knowledge) is created by the anchoring of the beliefs and the
commitment to that flow of information by its holder. Accordingly, knowledge is
mainly embedded in people; it can be written down and made “explicit”, but rarely
without losing a good deal of its richness and applicability. Consequently, explicit
knowledge is often also relegated to the lowly title of information (Neef, 1999). More
often, knowledge remains tacit and invaluable in terms of innovation.
In this paper, we examine the literature on organisational learning and knowledge
within a broad framework of environmental, structural and management-oriented or
processual factors. Rather than investigate specific aspects of organisational learning
or commit to a particular point-of-view of the learning organisation concept, this study
provides a synthesis of literature in order to develop a deeper, more practical
understanding of the related concepts. This integrated approach is founded on the
belief that organisations are complex, ambiguous and paradoxical and the challenge is
in dealing with this complexity. The multi-layered model developed provides a simple,
yet rich view of the dynamic links between learning, knowledge and performance.
Figure 1.
Discerning shared and
specific characteristics
or improve performance. Conversely, organisational learning might be described Themes in
simple as the capacity or processes to get to that product or result (DiBella, 2001). literature
The illustration in Figure 1 presents a composite view of systems-based research
findings described in some detail by Mirvis (1996). It also includes consideration of
several variants of what Wheatley (1994) calls new science: the aptly named “strange
attractor” that Wheatley suggests its human equivalent is meaning (accessed through
shared vision); the notion of learning communities and collaborative learning (Kofman 127
and Senge, 1993; Mirvis, 1996); and Senge’s fifth discipline, systems thinking (Senge,
1995). The illustration also highlights factors that can negate effective learning
initiatives, such as emotions, linear cause-effect maps and defensive routines, as well as
common themes with organisational learning including new language, the importance
of mental models or beliefs held in people’s heads and the need for double-loop learning
(DLL). This complex learning-process perspective with its rich mix of analytical
metaphors can be contrasted with a functional view of organisational learning that
comprises the three stages of knowledge acquisition, knowledge sharing or
dissemination, and knowledge utilisation (Nevis et al., 1995). Suffice to say, a
learning organisation is not built overnight (Garvin, 1993).
Reflecting on the literature and content in Figure 1, it is apparent that there are no
easy answers to questions such as what is a learning organisation and how might a
manager introduce the concept into a mature, large organisation. The concern with
organisational learning appears to focus on the gaps in learning capacity and on
structures that generate new information, what Margaret Wheatley called the “fuel of
life” (Wheatley, 1994, p. 105). However, as Wheatley also suggests, enabling information
to function as a self-generating source of vitality requires new structures. Moreover, if we
are seeking resilient organisations – a property prized in self-organising systems – then
a new relationship with information is required, one that will make no sense from the
viewpoint of machine imagery. From a managerial viewpoint, Charles Savage takes a
similar stance to Wheatley saying although we may have fifth-generation technology,
organisations still only use second-generation management systems (Savage, 1996).
Method
This study is based on a meta-analysis of literature. A meta-analysis is an analytical
framework that allows the analysis of relevant theory in order to establish thematic
relationships. As Rosenthal (1991) suggests, meta-analytic procedures include
approaches to summarise relationships, determining moderator variables in
relationships and establishing relationships, as well as more recent approaches to
compare and combine studies, the basis of this study. While a meta-analytic approach is
essentially a qualitative process that may be less than perfect, the alternative systematic,
explicit quantitative procedures are equally likely to be prone to flaws. Moreover, all the
thoughtful and intuitive procedures employed in a traditional review of literature can be
employed in a meta-analytic review, a process that is more systematic, more exhaustive,
and quantitative. For these reasons, it is accepted that meta-analytic reviews can lead to
summary statements of greater thoroughness, greater precision and greater
inter-subjectivity or objectivity (Rosenthal, 1991, citing Kaplan, 1964).
In order to complete a broad theoretical integration of literature, such as intended by
this study, a necessary first step is a narrower integration of the literature to allow
some basic facts to be established. However, more generally and consistent with the
methodology implicit in the process of meta-analysis, this study follows three basic
steps: “search and gather studies”, then “extract [or glean] information” and finally
“cumulate the information extracted” (Hunter et al., 1982, p. 27). This accumulation of
results is possible whenever there are at least two studies with data bearing on the
same relation. Ideally, a culmination of results works best when there is a large number
of studies, though sampling is arguably also valid for what Hunter et al. (1982) describe Themes in
as “convenience” samples of studies that just happen to be at hand. Qualitative studies literature
are also clearly benefited by the use of published over unpublished studies, because of
the better methodological quality of published material and the effects of editorial
review that collectively enable stronger research results.
Using these five broad themes as a base, a number of sub-theme propositions were
developed to represent distinct ideas evident within each theme. These propositions
were in turn tested and integrated against a selected set of twenty key journal articles
and books on organisational learning – in effect a sampling population (see Table I).
Although the selected literature was drawn from a wide a range of sources, it is
accepted that certain risks of bias are inevitable, particularly in, for example, the
reliance on material written only in the English language.
This limitation aside, there were several notable trends identified. The resultant
sub-themes are shown in Table II. Based on publication date, it is apparent that early
research is overwhelmingly from North America, with the earliest literature seemingly
focused on organisational learning as opposed to the learning organisation concept.
From 1995, there is a noticeable extension of organisational learning by European and
Australasian authors, with European based literature appearing to focus on applied
themes such as storytelling and sustainable development. Conversely, Australasian
research appears focused on the application of the concept in terms of knowledge.
Gleaning information
The second step in the meta-analytic procedure synthesised the emergent sub-themes
by agreement levels. Agreement or disagreement with a sub-theme proposition was
13,2
130
TLO
Table I.
(sampling population)
Selected set of literature
Year Literature title Author(s) N. America Europe Asia and Aus
recorded for each of the 20 articles and books when a quotation could be referenced
that clearly supported or contradicted the given sub-theme. Each article and book was
given an equal weighting in its statistical significance to the results. The sub-themes,
which showed the highest agreement levels under each theme, measured in terms of a
percentage of those in referenced agreement across the sample population, are
presented in Table III. The presentation of results in Table III also reveals the next step
in this analysis, with the attribute types that these sub-themes encompass being made
explicit. The further categorisation of the attributes, in terms of process or structural,
enables the extrapolation and synthesis of the results into an illustration that
conceptualises a learning organisation.
132
TLO
Table II.
Culmination of information
Applying causal loops to the attributes isolated and categorised by the study so far,
Figure 2 illustrates the theoretical feedback connections that appear to exist between
the emergent key attributes. This model is a multilayered conceptual expression of the
relationships between structural and process attributes of a learning organisation. The
representation shows the interrelationships between the ten emergent attributes
identified by this study. The generative response by the organisation is shown in
Figure 2 as an output, shaped by the attribute emergent strategy that goes beyond the
creation of a static document to “strategy making” – an iterative, continuous process
that offers a prescription for action emerging from the represented causal relationships.
In the illustration, the two causal loops that together constitute the model are shown
as being connected through the individual’s mental model and implicit knowledge. Due
Figure 2.
The learning organisation
multilayered system of
causal attributes
TLO to the inherent connectivity between these two attributes – implicit knowledge is very
13,2 much a component of mental models – the causal connections are evidently reciprocal
and re-enforcing. Thus, the process of codification that takes place within the mental
model is also inherent in the creation of implicit knowledge. Moving counter clockwise
around the left loop from mental model, the first causal relationship highlighted is with
the attribute double-loop learning. This attribute was heavily supported in the analysis
134 due to its strong positive tendencies in the creation of an effective generative mental
model, hence the re-forcing loop that feeds into this attribute. The causal relationship in
the other direction is not as straight-forward and its effects would appear to be
situational specific. This situational specificity appears to be created by the mental
model, which represents the individual’s determination of cognitive meaning. Thus,
depending on temporal or permanent cognition, both a positive and negative response
can be derived toward double-loop learning.
The leadership attribute, placed on the left side of this causal-loop, is arguably
responsible for creating the environment that in turn nurtures the positive potential for
double-loop learning. As the leadership process ultimately impacts on the individual, a
favourable or unfavourable situational cognitive response can produce the dual
polarity of the causal relationship with double-loop learning. The attribute of
double-loop learning is illustrated as having a reinforcing relationship with leadership
and the individual’s ability to effectively lead or follow. Continuing around this
causal-loop counter clock wise, from leadership we arrive at the final attribute, shared
vision. This attribute introduces a consideration of the direction, security and cultural
tendencies in the organisation and, within this context, the effect will be positive
through double-loop learning, which ensures the necessary testing of underlying
assumptions and beliefs of that vision. Shared vision positively reinforces the act of
leadership; however, leadership as well as the attribute mental model can also have a
negative impact on shared vision.
Turning next to the causal-loop on the right in Figure 2, this loop shows the
connection between learning, and knowledge creation and dissemination. Implicit
knowledge, which is situated at the left of this loop, has causal connection to both team
and informal networking, and socialisation. Implicit (or tacit) knowledge, an attribute
resident in the individual, is made explicit through formal and informal synthesis that
occurs between individuals engaged in dialogue, collaborative learning and sharing of
information. The processes in this causal loop are reinforcing, however like the
negative polarities noted in the previous (left) causal-loop, a diminishing effect can
occur through the formal and informal group where, for example, collectively the group
may incorrectly reject an individual’s knowledge creation or the person’s synthesis of
other peoples’ knowledge. At the base of the right causal-loop, explicit knowledge is
linked to the attribute technology driven knowledge capture, which represents the
knowledge repository for capture and re-conceptualisation of the knowledge generated,
within the learning organisation.
135
Figure 3.
Multilayered system of
causal attributes with
frequency of connected
attributes cited in
database literature
Concluding remarks
We live in a world that is increasingly complex, but our styles of thinking – mechanistic,
cultural, organisms, systems, etc. – may not match this complexity. Indication of this
failure is evident in the way fad and fashion dominates approaches to problem solving,
with interest in one type of solution or set of techniques quickly superseded by another.
Consequently, rather than investigate specific aspects of organisational learning, this
study has attempted a synthesis of knowledge and learning literature in order to develop
a deeper, practical understanding of concepts related to the learning organisation.
Although the literature pertaining to learning organisations is expansive, as
Johnson (2002) comments, the vast majority of the writing is descriptive. Moreover, as
Kim (1993) suggests, there is little agreement on what organisational learning means
and even less on how to create a learning organisation. There are also few suggestions
on how to transform organisations into a learning organisation or overcome the
barriers to organisational learning, nor any confidence in the advice being relevant in
practice. Clearly, successful implementation of the learning organisation concept is not
a quick fix, nor is it likely to be achieved without access to power and influence
(Johnson, 2002). Perhaps most of all, successful action requires access to a framework
that is not too abstract or difficult to use as well as one that supports ready
measurement of success against organisational performance measures. This paper
presents a model that integrates organisational metaphors or ways of thinking into a
practical framework that treats knowledge as a core asset and presents an approach for
organisations to enact the concept and to leverage knowledge and knowledge workers.
With a focus on core capabilities at individual, group and organisation structural
levels, this framework provides the building blocks for effective action, what Nonaka
called a knowledge-creating company.
In an economic system where innovation is critical, the ability to increase an
organisation’s sources of innovation from all forms of knowledge becomes a key
capability. This paper has identified five broad themes in literature: learning, structure,
shared vision, knowledge management and strategy. These themes were in turn tested
and integrated into a set of eight sub-themes or attributes, built around implicit (tacit)
knowledge and mental models, collectively reinforce or diminish the capacity within
organisations to learn, adapt and innovate. The integrative approach of this study is
not to suggest a “to do list” for practical enactment of the learning organisation Themes in
concept. Such a claim would be too bold for research that inevitably requires literature
refinement in terms of validity and reliability. However, it is argued that this paper
answers, in part at least, the need evident in literature for a framework that allows
practitioners to understand the learning organisation. The model also forms the basis
for the development of specific language and performance measures for specific
learning outcomes. As well, the gap noted in research deserves reiteration – there is a 137
relationship between mental model and implicit knowledge, and between implicit
knowledge and team. These attributes and their relationship at present appear not to
have been explored in the literature reviewed. By understanding and managing issues
related to these attributes, in both individual and team-based learning processes, an
organisation will be better able to enhance its capacity to create. These seemingly
ignored linkages are also a key connection between the often separately discussed and
researched fields of knowledge management and organisational learning. Moreover,
from the literature explored in this paper, the seeming assumption by some knowledge
management practitioners that the most valued knowledge exists outside of the
individual and that it can be captured and engineered is contrary to the antecedents
and constructs of the learning organisation concept.
In closing, it is apparent that the learning organisation concept can be
misappropriated and incorrectly attributed to organisations. The model illustrated in
Figure 2, provides a basis for understanding and grasping multiple meanings of the
situation and the basis for further research to refine and confirm the validity and
reliability of the indicated causal relationships. However, the more important general
point of this paper is to reframe learning in organisations, and by highlighting attributes
related to individual and team learning enabling a richer understanding to emerge of
Knowledge Management processes that can influence organisational performance.
References
Argyris, C. (1976), Theories of Action that Inhibit Individual Learning, Experience and Learning:
Reflection at Work, Deakin University, Melbourne.
Argyris, C. (1992), On Organisational Learning, Blackwell Publishers, Cambridge, MA.
Argyris, C. (2000), Double Loop Learning, available at: www.gwu.edu 2000.
Argyris, C. and Schon, D. (1978), Organisational Learning: A Theory of Action Perspective,
Addison Wesley, Reading, MA.
Bierly, P., Kessler, E. and Christensen, E.W. (2000), “Organisational learning”, Journal of
Organisational Change Management, Vol. 13 No. 6, pp. 595-618.
Castells, M. (2000), The Information Age: Economy, Society and Culture Volume 1 – the Rise of
the Network Society, Blackwell Publishers Inc., Malden, MA.
Cavaleri, S. (2004), “Principles for designing pragmatic knowledge management systems”,
The Learning Organisation, Vol. 11 Nos 4/5, pp. 312-21.
DiBella, A.J. (2001), Learning Practices: Assessment and Action for Organisational Improvement,
Prentice Hall, Saddle River, NJ.
Dixon, N. (1999), The Organisational Learning Cycle: How We Can Learn Collectively,
McGraw-Hill, Aldershot.
Garvin, D. (1993), “Building a learning organisation”, Harvard Business Review, July-August,
pp. 78-91.
TLO Ghosh, A. (2004), “Learning in strategic alliances: a Vygotskian perspective”, The Learning
Organisation, Vol. 11 No. 45, pp. 302-11.
13,2
Housel, T. and Bell, A.H. (2001), Measuring and Managing Knowledge, Irwin, Boston, MA.
Hunter, J.E., Schmidt, F.L. and Jackson, G.B. (1982), Meta Analysis: Cumulating Research
Findings Across Studies, Sage, Beverley Hills, CA.
Johnson, J.R. (2002), “Leading the learning organisation: portrait of four leaders”, Leadership &
138 Organisational Development Journal, Vol. 23, No. 2, pp. 241-9.
Kim, D.H. (1993), “The link between individual and organisational learning”, Sloan Management
Review, Vol. 35 No. 1, pp. 37-50.
Kofman, F. and Senge, P.M. (1993), “Communities of commitment: the heart of learning
organisations”, Organisational Dynamics, Vol. 22 No. 2, pp. 5-24.
Kotter, J.P. and Cohen, D.S. (2002), The Heart of Change, Harvard Business School Press, Boston,
MA.
Martins, E.C. and Terblanche, F. (2003), “Building organisational culture that stimulates
creativity and innovation”, European Journal of Innovation Management, Vol. 6 No. 1,
pp. 64-74.
Mirvis, P.H. (1996), “Historical foundations of organisational learning”, Journal of Organisational
Change, Vol. 9 No. 1, pp. 13-31.
Morgan, G. (1997), Images of Organisations, Sage Publications, Beverly Hills, CA.
Neef, D. (1999), A Little Knowledge is a Dangerous Thing, Butterworth-Heinemann, Woburn, MA.
Nevis, E.C., DiBella, A. and Gould, J.M. (1995), “Understanding organisations as learning
systems”, Sloan Management Review, Vol. 36 No. 2, pp. 73-85.
Nonaka, I. and Takeuchi, H. (1999), The Knowledge-Creating Company: How Japanese Companies
Create the Dynamics of Innovation, Oxford University Press, Oxford.
Örtenblad, A. (2002), “A typology of the idea of learning organisation”, Management Learning,
Vol. 33 No. 2, pp. 213-30.
Pedler, M., Burgoyne, J. and Boydell, T. (1997), The Learning Company, a Strategy for
Sustainable Development, 2nd ed., McGraw-Hill, London.
Revans, R.W. (1982), The Origins and Growth of Action Learning, Chartwell-Bratt, Bromley.
Richardson, G.P. (1991), Feedback Thought in Social Science and Systems Theory, University of
Pennsylvania Press, Philadelphia, PA.
Rosenthal, R. (1991), Meta-Analytic Procedures for Social Research, Applied Social Research
Methods Series 6, Sage Publications, London.
Savage, C.M. (1996), 5th Generation Management, Butterworth-Heinemann, Newton, MA.
Schein, E. (1993), “How can organisations learn faster – the challenge of the green room”, Sloan
Management Review, Vol. 134 No. 2, pp. 85-91.
Senge, P. (1995), The Fifth Discipline: The Art and Practice of a Learning Organisation, Random
House, Sydney.
Simon, H. (1991), “Bounded rationality and organisational learning”, Organisational Science,
Vol. 1 No. 1, pp. 125-34.
Watkins, K.E. and Marsick, V.J. (1993), Sculpting the Learning Organisation: Lessons in the Art
and Practice of a Systematic Change, Jossey-Bass, San Francisco, CA.
Wheatley, M. (1994), Leadership and the New Science, Berret-Koehler, San Francisco, CA.
Further reading Themes in
Fiol, M.C. and Lyles, M.A. (1985), “Organisational learning”, Academy of Management Review, literature
Vol. 10 No. 7, pp. 803-13.
Gibbons, S. (1999), “Learning teams: action learning for leaders”, The Journal of Quality and
Participation, Vol. 22 No. 4, pp. 26-9.
Gold, J. (1997), “Learning and storytelling: the next stage in the journey for the learning
organisation”, Journal of Workplace Learning, Vol. 9 No. 4, pp. 133-41. 139
Hitt, W.D. (1995), “The learning organisation: some reflections on organisational renewal”,
Leadership & Development Journal, Vol. 16 No. 8, pp. 17-25.
Hong, J.-C. and Kuo, C.-L. (1999), “Knowledge management in the learning organisation”,
Leadership and Organisational Development, Vol. 20 No. 4, pp. 207-215.
Huber (1991), “Organisational learning: the contributing processes and literatures”,
Organisational Science, Vol. 2, pp. 88-115.
Johnson-Laird, P.N. (1983), Mental Models: Towards a Cognitive Science of Language, Inference
and Consciousness, Cambridge University Press, Cambridge.
Kim, D.H. (1993), “The link between individual and organisational learning”, Sloan Management
Review, Vol. 35 No. 1, pp. 37-50.
Kolb, D. (1976), “Management and the learning process”, California Management Review, Vol. 18
No. 3, pp. 21-31.
Levitt, B. and March, J.G. (1988), “Organisational learning”, Annual Review of Sociology, Vol. 14
No. 2, pp. 319-40.
March, J. and Olsen, I. (1975), “The uncertainty of the past: organisational learning under
ambiguity”, European Journal of Political Research, Vol. 3 No. 1, pp. 141-71.
Olsen, J.E. and Haslett, T. (2002), Systemic Thinking and the Learning Organisation, Working
Paper Series 11/02, Department of Management, Monash University, Caulfield East.
Pemberton, J.D. and Stonehouse, G.H. (2000), “Organisational learning and knowledge assets –
an essential partnership”, The Learning Organisation, Vol. 7 No. 4, pp. 184-93.
Shrivastava, P. (1983), “A typology of organisational learning systems”, Journal of Management
Studies, Vol. 20 No. 1, pp. 1-28.
Stacy, R. (1993), Strategic Management and Organisational Dynamics, Pitman Publishing,
London.
Swieringa, J. and Wierdsma, A. (1992), Becoming a Learning Organisation, Addison-Wesley
Publishers Ltd, London.
Weick, K.E. (1991), “The non-traditional quality of organisational learning”, Organisational
Science, Vol. 2 No. 1, pp. 116-24.
Corresponding author
Keith Thomas can be contacted at: k.thomas@adfa.edu.au