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12,4 Revisiting the roots of learning
organization
A synthesis of the learning organization
368 literature
Roland K. Yeo
Temasek Engineering School, Temasek Polytechnic, Singapore
Abstract
Purpose – This paper aims to provide a literature synthesis of the learning organization and discuss
several pertinent theoretical concepts on the subject.
Design/methodology/approach – A range of works mainly from 1990-2004, which aim at
providing a variety of perspectives on the learning organization, have been analyzed and discussed
based on its theoretical roots and ontological perspectives.
Findings – The synthesis of the literature reveals several common themes from the various learning
organization definitions and discovers the greater significance of systems thinking in Senge’s five
disciplines.
Research limitations/implications – It is not an exhaustive coverage of the learning organization
literature. However it offers great research implications where several key concepts can be further
explored. For example, is systems thinking really crucial to organizational learning?
Practical implications – Practitioners may find the analysis of the various models in relation to
Senge’s five disciplines useful, as there are concepts that can be implemented in practice.
Originality/value – It is the amalgamation of several key concepts in the learning organization and
the analysis of these concepts in relation to The Fifth Discipline which readers will be familiar and able
to identify with. People who are interested in pursuing research in the learning organization will find
this paper handy as it provides a useful overview of the subject.
Keywords Learning organizations, Literature
Paper type Research paper
Introduction
The notion of organizational learning emerged during the 1960s and 1970s when the
challenge of change was uppermost in the minds of most managers. During this era,
there was growing emphasis placed on taking an outside-in view of behavioral science
predicated on the perspective that organizations could be viewed as machines that
would require constant repair and upgrading (Cummings and Huse, 1996; Garratt,
1995). Hence, the notion of technological advancement was regarded as the panacea for
organizational transformation at that time. On the other hand, with the introduction of
the Addison Wesley-Process Consultation series in the late 1960s, another emphasis
was given to the way organizations were being defined; that of organic metaphors
being associated with the medical model centered on the concept of organizational
health (Bennis, 1969). From this view, managers and consultants were seen as playing
The Learning Organization
Vol. 12 No. 4, 2005
pp. 368-382 The author would like to thank reviewers Anders Ortenblad and Jim Grieves for their precious
q Emerald Group Publishing Limited
0969-6474
comments, and Professor Steven Cavaleri, Editor of The Learning Organization, and Professor
DOI 10.1108/09696470510599145 Michael Marquardt of the George Washington University for their editorial advice.
the role of physician charged with the responsibility of curing disease and promoting Learning
healthfulness (Schein, 1988). As such, it was argued that organizations should be organization
viewed as organic systems rather than mechanical ones – where relationships between
and within groups involving mutual confidence, trust, interdependence and shared literature
responsibility would be emphasized (Bennis, 1969).
Unlike organic systems, mechanical systems are concerned with
authority-obedience relationships and the rigid delegation of responsibilities (Bennis, 369
1969). However, experience with this model suggests that this mechanical focus offers
only temporary benefits – as it fails to account for the human dynamics, inherent in all
organizations that are so crucial for growth and development (Schein, 1988). Hence, it
was through the writings of pioneers, such as Cangelosi and Dill (1965), and March and
Simon (1993) that the notion of organizational learning emerged. This philosophical
breakthrough would gain further prominence through the work of Argyris and Schon
(1978), and Revans (1980). However, it was not until the 1990s that Peter Senge (1990)
popularized the notion of the learning organization that these ideas became more
widespread in their application. Since then, many other researchers (Buckler, 1996;
Reynolds and Ablett, 1998; Steiner, 1998; Teare and Dealtry, 1998) have used Senge’s
(1990) five disciplines of the learning organization as catalysts for the development of
tools that aim at providing a practical theory of the learning organization with specific
applications. Central to this approach and implicit in the organization-as-organism
metaphor (Bennis, 1969; Morgan, 1997; Schein, 1988) is the need to achieve “a
balancing inside-out focus of development and transformation of what is already
there” (Garratt, 1995, p. xi).
Key assumptions
The literature on organizational learning and the learning organization offers a wide
range of definitions and perspectives (Budhwar et al., 2002; Denton, 1998; Pedler et al.,
1997; Wang and Ahmed, 2003). As such, it is essential that the key assumptions of
these two terms be clearly laid out. It will be assumed that the term “learning
organization” is a collective entity which focuses on the question of “what”; that is,
what are the characteristics of an organization such that it (represented by all
members) may learn? The “learning organization” embraces the importance of
collective learning as it draws on a larger dimension of internal and external
environments. On the other hand, “organizational learning” is a process which answers
the question of “how”; that is, how is learning developed in an organization? In this
paper, the term “organizational learning” is used to refer to the process of learning
while the idea of “learning organization” refers to a type of organization rather than a
process (Yeo, 2003).
This paper is also predicated on the assumption that organizations behave in many
respects like organisms. That is, their behavior is not static, but rather is governed by a
set of dynamically active processes of organizing that rely fundamentally on human
cognitive process (Bennis, 1969; Morgan, 1997; Schein, 1988). According to this view,
individuals are continually engaged in trying to know how things work in producing
effects within the organization and its larger context including its external
environment. This process is, to a large extent, one based on reflective inquiry
(Argyris and Schon, 1978). According to this view, it is argued that the greatest
leverage for moving toward becoming a learning organization lies in capturing the
TLO artifacts of the collective cognition of organization members. On this basis,
12,4 organizational learning is considered to depend on the collective cognitive processes
of individuals. Organizational learning requires both the individuals’ competence and
organizational culture to work hand in hand, involving the necessary level of
commitment, trust and understanding to ensure possible productive cooperation
(Watson, 1994). As such, organizational learning can be regarded as being reflected in
370 the observable extent to which changes are manifested in individual expressions of
attitudes, improved knowledge and use of specific skills to meet organizational needs.
Ultimately, what is expected is a shift in the behavior of both the individuals and the
performance of the organization (Kirkpatrick, 1994).
In the light of these assumptions, this paper provides a synthesis of the theoretical
literature on the learning organization and further identifies several conceptual issues
by using Senge’s (1990) seminal work, The Fifth Discipline, as a basis for discussion.
The main reason Senge’s work is used is that it has been widely referred to as the
leitmotif of learning organizations in both the academic and professional arenas.
Leadership: develop
Common ownership and
No. Stages responses remove barriers Desired responses
376
Figure 1.
Molecular development
model
thread
378
TLO
Table IV.
Organizational learning
constructs – a common
Stages of learning Level I: single-loop learning Level II: double-loop learning Level III: triple-loop learning
Circular and cyclical approach Activities are at the individual level Activities at the team/group level Activities are at the company level
(Garratt, 1987; Swieringa and Concerned with existing rules and Concerned with changing rules and Concerned with company’s vision,
Wierdsma, 1992) systems systems aims, identity and business direction
Activities are routine and repetitive Activities are non-routine and Activities are complex and deal with
complex external environments
Hierarchy of learning Level 1: pre-personal Level II: personal Level III: trans-personal
Three-stage conceptual hierarchy Learning Wisdom Enlightenment
(Griffey, 1998)
Levels of learning Level I: efficiency Level II: effectiveness Level III: evolutionary need
Treble-loop learning (Hawkins, 1991) Operations Strategy Service
Independent view Helicopter view Satellite view
Connected to level I by a business Connected to level II by a business
“brain” “soul”
Processes of learning Level I: individuals Level II: teams Level III: organization
Systemic approach and five Mental models and personal mastery Team learning Systems thinking and shared vision
disciplines (Senge, 1990, 1992) Change front-line workers, work Improve the way people work, think Institutionalize learning as an
towards continual improvement, and interact with a focus on inescapable way of life
removing impediments and support managers
new practices
Levels of interaction Level I: individuals Level II: sub-groups/teams Level III: management
Team-building approach (Watkins Promote inquiry Collaborate and share the gains Empower people
and Marsick, 1993) Create continuous learning Integrate quantity and quality of
opportunities work life
Create free space for learning
understanding of the individual’s limitations and second through the creation of Learning
opportunities for action. organization
Finally, activities in stage 3 are associated with the organizational level and its
external environment. According to Bateson (1971), learning at this stage tends to be literature
complex and demonstrates Level II Learning characteristics. Here, learning occurs
when an error cannot be easily resolved by any acceptable means within the given
limitations of the organization. Unlike the first two stages, individuals try to solve 379
problems collectively by focusing on external resources. Their main objective is to
develop new principles, positions, aims, roles and identity in preparing the
organization for the dynamic changes of the external environment (Hawkins, 1991;
Swieringa and Wierdsma, 1992).
In summary, the three learning stages are concerned with the cognitive processes of
individuals when they engage in problem-solving and learning activities (Argyris and
Schon, 1978; Hawkins, 1991). According to Argyris and Schon (1978):
Each of whose cells [represented by individuals] contains a particular, partial, changing
image (represented by cognition) of itself in relation to the whole [organization] (p. 16).
This is an example of how an organization functions like an organism through the
collective cognition of individuals who constantly learn at different stages.
Conclusions
Organizational learning is more than a metaphorical vision that resides in the minds of
individuals. From an organic perspective, an organization can be compared to a
learning system with distinctive characteristics that are able to meet the demands of its
internal and external environments. As reinforced in Senge’s (1990) systemic approach
in his five disciplines, learning involves a variety of contexts and paradigms involving
individuals, teams, processes, structures and strategies. What is important is the
interaction dynamics of these contexts that influence organizational learning. As
discussed, the work of Buckler (1996), Reynolds and Ablett (1998), and Steiner (1998)
seems to suggest that systems thinking is the unifying force that can adequately
account for the complexity of these interaction dynamics in organizational learning. It
is no wonder Senge places systems thinking as his fifth discipline. It is hoped that some
of the issues raised in this literature synthesis will encourage future researchers to
further explore a combined body of theory and practice for the learning organization.
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