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Leung Valuesschemasnorms 2015
Leung Valuesschemasnorms 2015
framework
Author(s): Kwok Leung and Michael W Morris
Source: Journal of International Business Studies , December 2015, Vol. 46, No. 9, Special
Issue: What Is Culture and How Do We Measure It? (December 2015), pp. 1028-1050
Published by: Published by: Palgrave Macmillan Journals on behalf of Academy of
International Business.
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to Journal of International Business Studies
Abstract
Kwok Leung1 and
International business (IB) research has predominantly relied on value constructs
Michael W Morris2
to account for the influence of societal culture, notably Hofstede's cultural
dimensions. While parsimonious, the value approach's assumptions about
1 Department of Management, Chinese University
the consensus of values within nations, and the generality and stability of cul-
of Hong Kong, S hati h, NT, Hong Kong, China;
tural patterns of behavior are increasingly challenged. We review two promising
2 Columbia Business School, Columbia University,
New York, USA alternatives - the constructive approach centering on schémas and the
intersubjectivist approach centering on norms - and the evidence that demon-
Correspondence: strates their usefulness in accounting for international differences in the behavior
K Leung, Department of Management, of managers, employees, and consumers. We propose a situated dynamics
Chinese University of Hong Kong, Shatin, NT, framework, specifying the role of values, schémas, and norms in accounting for
Hong Kong, China. cultural differences, and delineating conditions under which each causal
Tel: +00 852 3943 9541
mechanism is operative. Values play a more important role in accounting for
cultural differences in weak situations where fewer constraints are perceived;
schémas play a more important role when situational cues increase their
accessibility and relevance; and norms play a more important role when social
evaluation is salient. Directions for future research based on this integrative
framework and its implications for the measurement of culture and application
in IB are discussed.
journal of International Business Studies (201 5) 46, 1 028- 1 050. doi: 1 0. 1 057/jibs.20 1 4.66
INTRODUCTION
A longstanding conceptualization of international differences in th
workplace and consumer behavior centers on values: A society
socializes its members into distinctive value priorities, and individu
are driven by their internalized cultural value orientations to beha
in the ways that are characteristic of the society. The most influen
value framework in international business (IB) research is that of
Hofstede (1980), which scores countries on several value dimensions.
Hofstede's (1980) dimensions are parsimonious and broadly encom-
passing; they have proved useful for organizing research on cultural
differences in a wide range of business behaviors (Taras, Kirkman, &
Steel, 2010), including modes of foreign investment (Kogut & Singh,
1988), consumer behaviors such as online shopping (Lim, Leung, Sia,
Received: 1 December 201 3
Revised: 24 September 2014
& Lee, 2004), and sourcing services from different countries (Peeters,
Accepted: 29 September 2014 Dehon, & Garcia-Prieto, 2014). At the same time, many researchers
have identified empirical patterns that do not fit the assumptions of
Online publication date: 18 December 2014
1032
(2000) presented individualism- or collectivism- clear, firm answers rather than complex, ambiguous,
relevant words subliminally and found an expected or provisional solutions. Chiù, Morris, Hong, and
shift in attributions for negative outcomesMenon consis-(2000) studied situationally induced NFCC
tent with the priming manipulation. through varying the degree of time pressure in a task,
Cultural schémas can be primed indirectly by that time pressure accentuated dispositional
finding
images, sounds, or even smells and tastes reminis- inference solely in the group-actor condition for
cent of a culture, even though these stimuli have
Chinese perceivers and solely in the individual-actor
no semantic connection to the schémas. Cultural condition for American perceivers. These results sug-
icons - images that symbolize central characteristics gest that the motive for cognitive closure created by
of a culture - elicit culturally typically thoughts time pressure
and accentuates the influence of the chroni-
behaviors. Hong et al. (2000) found that exposing cally accessible agency schema of a given culture, that
bicultural Hong Kong students to images of Western is, the group agency schema for Chinese and the
vs Chinese landmarks (The White House vs The individual agency schema for Americans.
Forbidden City) induced, respectively, more disposi- The influence of motivations on people's use of
tional and more contextual attributions. Exposure to schémas is further illustrated by the individual dif-
a Chinese face or iconic images such as a Chinese ferences in the ways biculturals respond to priming.
vase increased the accessibility of Chinese language Benet-Martínez, Leu, Lee, and Morris (2002) intro-
structures as opposed to English language struc- duced the dimension of bicultural identity integra-
tures (Zhang, Morris, Cheng, & Yap, 2013). In tion, which distinguishes biculturals who experience
another study, bicultural students from Hong Kong their dual identities as compatible vs conflicting.
were presented with either Chinese (e.g., kung fu), While compatible biculturals react in a way consis-
American (e.g., football), or culturally neutral pictu- tent with a primed culture, conflicted biculturals are
res, and then confronted with a prisoners' dilemma more likely to respond to cultural cues in a contrast-
game involving either ingroup or outgroup counter- ing manner, inhibiting responses characteristic of
parts (Wong & Hong, 2005). Participants cooperated the primed culture and enacting patterns of the
more with an ingroup member after being primed culture that was not primed. Conflicted biculturals
with Chinese images. The prime triggered the rela- frame-switch contrastively even when cultures are
tional schémas from their Chinese heritage and they primed subliminally, indicating processes that are
played the game in a more Chinese way. reflexive and automatic (Mok & Morris, 2013).
Another set of constructivist hypotheses focuses Recent evidence suggests that conflicted biculturals
on applicability. An activated schema may show feel a need to defend the non-primed cultural iden-
little effect on a behavior if it has no relevance for tity (Mok & Morris, 2009, 2013).
the behavior. For instance, the individual agency Research on determinants of schema accessibility,
schema that is more accessible to Americans fits applicability, and appropriateness has produced
events with an individual actor, but not events insights with for two important questions: "How does
a group actor. In a similar vein, the group agency matter?" and "When does culture matter?"
culture
schema that is more accessible to East Asians are (Gibson, Maznevski, & Kirkman, 2009).
applicable to events with a group actor, but not to
events involving individuals. Activated schemes
influence behaviors to the extent that they are
Evaluation of the Constructivist Approach
relevant to them (Menon et al., 1999). An overall evaluation of the constructivist (schema)
vs the trait (value) approach must begin with the
Appropriateness is a final gate on schema activation.
acknowledgment
For example, many people have a strong desire not that constructivist accounts are
to make judgments based on gender and ethnic far less parsimonious; they posit many variables that
stereo-
interact
types, so even if those stereotypes are triggered in to determine cultural patterns of behavior.
their minds, they vigilantly resist using them,However,
some- the constructivist approach can explain
why many
times overcompensating in the opposite direction as cultural patterns are situation-specific
a result. Motivations to conform culturally or not
rather than context-general, and offer an account for
may similarly moderate whether cultural the schémas
instability and malleability of cultural patterns.
direct thoughts and behaviors. A great deal of It provides a more nuanced picture of how a person's
recent research concerns an epistemic motive, need temporary motivations or life experiences, such
for cognitive closure (NFCC, Kruglanski, Webster, & as working in a multicultural context and living
Klem, 1993), which refers to the desire for quick, abroad, change their likelihood of expressing
1034
Like schema-based accounts, norm-based accounts Au, Huang, Kurman, Niit, & Niit, 2007). Kurman and
serve well to explain situation-specific culturalRonen-Eilon
differ- (2004) asked two immigrant groups
ences because norms are representations ofintypical
Israel to report their personal axioms as well as
responses to specific situations. their perception of those of the average Israeli.
Norm accounts may serve better than schema Immigrant adaptation was better predicted by accu-
accounts to explain the stability and persistence
rate perception of the average Israeli than by simi-
of cultural patterns of social behavior. Individuals
larity of self to the average Israeli. As with the
aforementioned
within a nation may vary greatly in their values but findings, these results highlight
that adaptation in a cultural group depends on
agree largely in their perception of societal norms,
and by dint of this shared perception they intersubjective beliefs, beliefs about what the mem-
would exhibit similar patterns of conduct, at leastbers of the group endorse.
when in public (e.g., Yamagishi et al., 2008), there-
by perpetuating the culture's behavioral patterns. COMPARISON OF THE THREE APPROACHES
Likewise, the stability of beliefs may come from the We have reviewed accounts of cultural differences in
role of intersubjective perceptions in communi- terms of values, schémas, and norms, and shown
cation. When rumors are spread or organizationalthat each account has some strengths relative to the
stories repeated, the content evolves slightly with other two. Accounts of cultural differences based
each retelling. However, the change is not random on values are parsimonious but limited in explaining
variation; the content grows closer to the con- situational variation, mutability over time, and multi-
ventions and stereotypes in the culture (Kashima, plicity of cultural legacies. Constructivist research
2000, 2014). Communicators emphasize the ideas on schema activation introduced methods such
that they perceive their audience to share, and as priming that can explain situational variation
through this process stories grow more culturally behavior and biculturalism, but this approach h
conventional. difficulty in fully accounting for why cultura
Norm accounts also elucidate how newcomers patterns persist. Intersubjective accounts focusi
to a culture learn to coordinate their behavior with
on perceived norms and beliefs are newest and leas
others, without necessarily being socialized into well-developed,
new but this research program has be
successful in identifying individual-level mediato
values. More accurate perceptions of a host culture's
normative value priorities correlate with having
of country differences in patterns of judgment
better interpersonal interactions with locals (Li &
decisions, and behaviors. Norm-based accounts
also offer clues about how to reconcile individual
Hong, 2001). Biculturals can be thought of as having
well-calibrated assumptions about the normsmalleability
for with societal persistence, micro-level
a situation in each of the cultures they know. fluctuation with macro-level stability. For a summary
Compared with monocultural Euro Americans, of the differences among these three approaches, see
bicultural Chinese are more accurate in estimating Table 1.
the extent to which Chinese and Americans differ
in their decision making, specifically in the weight-TOWARD AN INTEGRATED FRAMEWORK
ing of gains vs losses (Leung, Lee, & Chiù, 2013).
The three psychological mechanisms - values, sché-
As a result, bicultural Chinese are more able to tailor
mas, and norms - are usually pitted against each
persuasive messages toward targets from eachother cul- as rival accounts of how culture influences
individual behavior. However, they may be com-
ture that resonate with their biases. The advantages
that biculturals bring to IB can be understood in
plementary; different explanatory mechanisms
often have incremental utility in accounting for
terms of knowledge of multiple norms and resulting
flexibility and competence in tailoring their strate-
cultural differences (e.g., Bond, Leung, Au, Tong, &
gies for intercultural interaction. Chemonges-Nielson, 2004). As we have seen that
value-based accounts, which have dominated IB
Another kind of social belief, more general than
behavioral norms, are social axioms, principles research on culture, are incomplete, a framework
that underlie people's understanding of their social integrating schémas and norms provides a more
world and life goals, such as the belief that effort comprehensive account of international differences.
produces rewards (Leung & Bond, 2004, 2009). We develop the situated dynamics framework below,
Social axioms are not self-descriptive and show in which each of the mechanisms - values, schémas,
low correlations with values and personality traits and norms - depends on situational factors in
(e.g., Chen, Fok, Bond, & Matsumoto, 2006; Leung, different ways. The different roles of the situation in
Consensus Shared within a culture Shared within a given context Vary as a function of social groups
Generality/situationality Suppression of preference Activated by situational cues, Salience affected by social context,
in "strong" as opposed to such as priming such as implicit or explicit
"weak" situations sanctioning
Cultural stability Micro and macro stability Micro instability; Micro instability;
Macro stability as a result of Macro stability as a result of
chronically accessible schémas perceived sharedness that sustains
conventionalization and
sacralization of norms
Cultural multiplicity Biculturals have middling or Biculturals have two networks of Biculturals have two norm
compartmentalized values schémas representations
Cultural
differences in
Cultural
Social evaluation
- presence of others
- collective identity
- wealth
Ambiguity
- unfamiliar situations with cues
Cultural tightness
1038
Ethical dimensions
value of competition. However, in strong situations,
this cultural difference in behavior vanishes. Both Some choice situations are imbued with moral con-
notations
cultural groups prefer adjudication when facing a or implications, and they evoke deli-
beration
counterpart low in agreeableness and high in emo- based on one's values. Personal values play
a strong
tional stability (Morris, Leung, & Iyengar, 2004). The causal role in driving this type of behavior
despite that the situation may activate schémas
situation of a stubborn, volatile counterpart signals
that mediation would not be a wise choice and and norms that deviate from these values. Fischer
hence overrides the influence of cultural values on (2006) examined how personal values and perceived
the decision. ingroup values (norms) predict an array of self-
An implication of this argument is that values reported behaviors across different cultures. Social
would shape behavior more in situations lacking conformity tasks such as resolving a conflict were
strong signals of social adaptation. This holdspredicted in by norms more than personal values,
private as opposed to public situations (Kim, Chiù, whereas ethical tasks such as objecting to prejudice
Peng, Cai, & Tov, 2010), such as making anonymous were predicted by personal values more than by
suggestions to management or posting anonymous perceived group norms. Conformity tasks afford
comments on a website. It also holds in public questions about the appropriate behavior, which
situations where there is low identifiability such as a invoke knowledge of norms, whereas ethical tasks
collective work task where it is hard to identify the invoke representations of one's value commitments.
action of an individual (e.g., Brickner, Harkins, & Similarly, Fischer et al. (2009) found that perceived
Ostrom, 1986). Lower expected future interaction individualism-collectivism of one's culture predic-
with the other people present reduces their influ- ted tradition, conformity, and socially oriented
ence; signals of their preferences would be regarded behaviors, even after controlling for personal indi-
less if one does not expect to see them again, mean- vidualism-collectivism, but did not predict self-
ing that one's personal inclinations will direct beha- direction and stimulation-oriented behaviors.
1040
Table 2 Effects of the situation on the importance of values, schémas, and norms
Applicability
Fit to a stimulus or problem - classes of task situations elicit types of schémas that fit a problem, for example, the task of
figuring out what kind of interaction is going on in a cocktail party makes schémas about social events applicable
Ownership
Felt ownership of the accessibility of a schema - the absence of cues that a schema's accessibility arose from sources other
than the current task, for example, an executive might distrust the idea of a baseball-themed advertisement if it occurred
to him during the World Series, when all the headlines were about baseball
Ambiguity - the absence of personal preference and knowledge about how to behave, for example, an unfamiliar situation
Presence of cues about specific norms - association of situational cues and specific norms based on social learning, for example, a
formal setting cues polite behaviors
Behavioral tasks with social implications, for example, drafting a public announcement
Cultural tightness - shared expectation of compliance with norms within a society, for example, Japan
Schemas and norms may also activate each other, restaurant may activate a schema of relationship
a possibility suggested by the cognitive-affective building for the European, which in turn may
personality system (Mischel & Shoda, 1995). In this activate a social norm of helpfulness. Another possi-
system, cognitive-affective units are activated by bility is that a schema may lead to a specific inter-
the psychological meanings attached to the situa- pretation of the situation and activate a norm
tion. Activated units, such as expectations and associated with this interpretation. Viewing an inter-
beliefs, and encodings (categories and constructs), cultural negotiation as an opportunity for relation-
may activate other units. Following this proposition, ship building may activate a compromise norm.
one type of activated construct, such as a lay theory By the same logic, social norms brought in focus
of the self as agentic, may activate a different type by situational cues may activate schémas. To illu-
of construct, such as a social norm because of their strate this process, consider the large compensation
learned association. Consider a European having gap between expatriate and local employees in multi-
a business lunch with a Chinese colleague in a national operations in China, with expatriates earn-
Japanese restaurant. The ambience of the Japanese ing much more than their local counterparts.
1042
whereas Chinese would assume that most Chinese negotiators use to characterize the behaviors of their
regard collectivistic norms as legitimate. Because of
opponents in intercultural negotiation.
such intersubjective perception, the central schémas
Measures of implicit theories, that is, a layperson's
and norms of a culture would generally change account of an event or phenomenon, can be used to
slowly, steadying their influence on behavior. This accessible schémas. A comprehensive set of
measure
process explains why young people in industrialized,
constructs for an implicit theory is identified, usually
wealthy Asian societies, such as Singapore, exhibit
by a literature review and/or interviews of infor-
collectivist behaviors. The dependence of schémas
mants, and respondents are then asked to indicate
and norms on social perception and learningthe also
usefulness of these constructs in describing or
explains how social change can occur, sometimes
explaining the event or phenomenon in question.
quite dramatically. When the prevalence of Engle
a newand Lord (1997) used this approach to mea-
behavior reaches a tipping point at which manysure implicit theories of leadership by identifying
more people adopt the new behavior, drastic the traits and behaviors seen as prototypical of
changes in schémas and norms and the behavior leaders. An application in the IB context is to use
they promote would ensue. This type of cascade can this method to identify implicit theories about effec-
explain rapid cultural changes despite centuries oftive leaders of multicultural teams. Different cultural
cultural stability, such as the surge in divorce rategroups may ascribe different traits and behaviors to
and materialism in China within a short period ofeffective leaders of multicultural teams.
time. Finally, accessible schémas can be identified by
cognitive or cause maps, which seek to understand
thought processes underlying judgment and deci-
Implications for Measurement of Culture sion making by means of a content analysis of
The situated dynamics framework calls for a careful narratives. Barr, Stimpert, and Huff (1992) used this
analysis of the situation. The notion of situational approach to analyze letters to shareholders to
strength is well-known in management (Meyer et al., understand the reasoning and decision-making
2010), but a standardized scale has been developed processes of top management. An application in
only recently (Meyer et al., 2014). This scale mea- the IB context is that in an international joint
sures individual perception of four hypothesized venture, managers with different cultural back-
dimensions: Clarity and consistency of situational grounds may have different understanding and
cues, and constraints on and consequences of deci- explanations of why certain work problems occur.
sions and behaviors. This scale is useful for identify- Cognitive maps can be examined to identify cul-
ing situations perceived to be low in situational tural differences in the schémas involved, and how
strength, in which cultural values are likely to be these differences influence the way work problems
expressed to influence behavior. are resolved. Different research questions call for
A fuller account of the situation requires the different measurement methods, and some custo-
measurement of schema accessibility and norm sal-mization of the method chosen is usually needed
ience. Cross-cultural research on schémas is primar- for a specific application.
ily experimental in nature and probes their influence The measurement of norms is more developed,
on judgment and behavior by systematical manip- and standardized measures are available. Several
ulations. This approach, while capable of providing studies have developed measures for a range of
causal evidence, is less applicable in the field context general descriptive norms across cultures, especially
where most IB research is conducted. There are well- norms associated with individualism-collectivism
established methods to identify schémas that people
(e.g., Fischer et al., 2009; Gelfand et al., 2011).
use for judgment and decision making, which canAbe whole host of measures have been developed to
adopted in the IB context. In semi-structured elicita-
measure salient norms for specific situations (e.g.,
tion procedures, respondents are asked to list Goldstein
the & Cialdini, 2010), and research has also
constructs that they frequently use for a well-defined
targeted specific norms that are important in the IB
judgment or decision-making task. Wojciszke, context (e.g., Leung et al., 2014a). The major chal-
Bazinska, and Jaworski (1998) used this procedure lenge is that researchers need to identify the salient
to identify a set of personality traits of other people norms in a situation of interest before an appropriate
that respondents regarded as important and drew measure can be identified or developed. What is
their attention. An application in the IB context is to currently lacking is a taxonomy of major norms for
use this method to identify the salient traits that IB research, a major objective for future research.
To sum up, theoretical analysis is needed to To illustrate the new insights offered by the situa-
identify the types of schémas and norms that areted framework beyond those offered by the value
activated by a given situation. The situated frame-approach, we consider the failure of the merger
work delineates the major types of situational factors of Mercedes-Benz and Chrysler. Germany and the
that activate schémas and norms. The many studiesUnited States are similar on value profiles (e.g.,
on schemes and norms reviewed before provide Hofstede, 2001), and the trait approach cannot
illustrations of how such a theoretical analysis canexplain the failure of this merger. In contrast, the
be conducted. situated framework would turn to differences in
schémas and norms between German and American
need
researchers need to examine the compatibility of to be sensitive about the situational variables
the
value profile of Chinese executives with the thatvalue
influence individual behavior in a multicultural
profiles of their host cultures. The situatedcontext.frame-If a situation is judged to be weak, cultural
work, however, would call attention to the salient differences in values are important and should be
schémas and norms that bear on their effectiveness the target of intervention effort for improving inter-
in a host culture. One important schema is asso-
cultural collaboration. An example is a multicultural
ciated with the status of China as a developingR&D
eco-team, in which autonomy is encouraged to
nomy with few leading firms, as Western employees
promote creativity (West, Hirst, Richter, & Shipton,
may view their Chinese bosses as high in position 2004). Cultural values are likely to be expressed
power, but low in expert power. These Chinese in this context, and team managers need to recog-
expatriates may be disadvantaged by the negative nize and manage cultural differences in values to
halo around their third world status in the eyes minimize unproductive intercultural conflict.
of their Western subordinates, which may handicap Second, international managers need to under-
their legitimacy as effective leaders (DeRue & stand and address the influence of activated schémas
Ashford, 2010). The situated framework points to and norms in strong situations. Consider the con-
the need to examine the extent to which this clusion of Shenkar (2001) that the symmetrical
schema is used by Westerner employees and its
effects of cultural distance have no clear support,
consequences, and the moderator variables and anthat
example is that German firms operating in
affect the accessibility and utilization of this the United
schemaStates are not in an equivalent situation
in different situations. as American firms operating in Germany. In fact,
A relevant norm that impacts the effectiveness ofGerman executives sojourning in the United States
Chinese executives in the West is concerned with face different challenges than those confronting
American executives in Germany (Selmer, Chiù, &
what are regarded as effective managerial practices.
Shenkar, 2007). The activated schémas and norms
Chinese executives may affirm their cultural heritage
by engaging in managerial behaviors that are are
typical
likely to be different for Germans in the United
in China, or they may accommodate to their host
States and Americans in Germany. To help German
cultures by adopting Western management andprac-
American expatriates adapt to their host cul-
tices (e.g., Bond & Yang, 1982). Their perception
tures, of
it is important to identify what schémas and
the normative expectations of two referentnorms groups facilitate their performance in their specific
are relevant, namely, Chinese and Westerners in Intervention efforts, such as promoting the
context.
adaptive schémas and norms by effective organi-
the firm. They may perceive similar or different
normative expectations from these two groups, zational
and and job design, can be implemented.
the situated framework would call attention to It is also important to identify and strengthen the
examining the impact of these two types ofmoderator
norma- variables that promote the accessibility of
tive perceptions and how moderator variables may
adaptive schémas and norms. For instance, schémas
affect their relative salience. and norms that promote intercultural learning are
In summary, the two examples illustrate how theuseful for intercultural adaptation and can be pro-
situated framework may provide new research moted by creating a learning climate (Edmondson,
1999).
insights beyond those offered by the value approach.
In accounting for cultural differences in behavior,Third, selection and training of expatriates tradi-
researchers need to consider the influence of the tionally target personal characteristics predictive of
situation, the relevance of schémas and norms, and
expatriate success (Leung, Ang, & Tan, 2014b). The
situated framework underscores schémas and norms
the moderator variables that impact their relative
influence. activated in a host culture as important foci for
the selection and training of expatriates. Expatriate
Implications for Practice managers need to acquire the adaptive schémas and
The situated dynamics framework suggests that norms, and one effective strategy is to learn how to
create and maintain situations conducive to their
international managers have to consider the influ-
ence of cultural values and at the same time under- activation. As discussed before, a large compensation
stand the influence of the situation in terms of gap between expatriates from high-income countries
schema accessibility and norm salience. We
andillu-
local employees in developing economies is a
source of dissatisfaction for locals. Expatriates should
strate the practical utility of the situated framework
receive training about strategies and management
by three major applied implications. First, managers
1046
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Accepted by Bradley Kirkman, Guest Editor, 29 September 2014. This article has been with the authors for two revisions.