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Leonhard Dobusch
University of Innsbruck
Paris Lodron Universität Salzburg
January 9, 2024
OPENNESS AS AN ORGANIZING PRINCIPLE
Between Inclusionary and Exclusionary Practices
Openness as an Organizing Principle
second coming of openness within the
supposedly already-open society
“
Tkacz, N. (2012, p. 400)
1997
2001
2002
2003
How smart companies are
opening up strategic initiatives
to involve front-line employees,
experts, suppliers, customers,
entrepreneurs, and even
competitors.
“
Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/
Increasing Openness as a PROGRAM
Tensions such as
“compromising speed” or
“burdening wider audiences
with the pressures of
strategy” (Hautz et al., 2017) as
limitations or hurdles for
achieving greater openness
II
IOpenness as the opposite
of closure, representing two
endpoints of a continuum
from closed to open:
Inviting more actors, sharing
more information >> open++
open++ as a normative ideal
Open Organizing Practices
Routined Practices…
(re)produce patterns of action and social
structures", including "patterns of social equality
and inequality"
“
(Feldman & Pentland, 2022)
>> openness imperatives demand changes to the way
organizations re-produce these patterns
OPENNESS AS THE "OTHER" WAY OF ORGANIZING
[S]trategy is traditionally exclusive. […] Opacity is
important to strategy […]. Open strategy challenges both
these orthodoxies[.]
“ (Whittington et al. 2011, p. 535)
Open strategy balances the tenets of traditional business
strategy with the promise of open innovation.
“ (Chesbrough and Appleyard
2007, p. 58)
>> 'openness' as an open (no pun intended) conceptual frame to
evaluate, adapt and/or complement established (clusters of) routines
as not “traditional“, “closed“, “exclusive“
NEGATIVE DEFINITION OF OPENNESS
…selective revealing
(Henkel et al. 2014)
…selective inclusion
…"openwashing"
(Heimstädt 2017)
Allows… Practices related to openness:
licensing, (re-)integrating …
soliciting, deliberating, …
auditing, window dressing, …
Normative Anchors for Organizing Openness:
Transparency and Inclusion
OPENNESS AS TRANSPARENCY
17
openness in terms of transparency, both in
the strategy formulation stage and, more
commonly, in the communication of strategies
once they are formulated.
“
(Whittington et al. 2011,
p. 532)
>> practices of informing, communicating and discussing strategically
relevant information
18
Inclusion refers to participation in an
organization’s ‘strategic conversation’[.]
“ (Whittington et al. 2011,
p. 536)
>> practices of collecting, deliberating, and condensing strategic
ideas, maybe even decision-making routines
OPENNESS AS INCLUSION
“Open forms of strategy-making with
more inside and outside
organizations and more of
different actors internally and externally.
Whittington et al. (2011, p. 531)
transparency
inclusion
Surveying Dialoguing Rating
Informing
transparency inclusion
inclusion inclusion
≠
How are openness and inclusion connected?
How connected are openness and inclusion?
CO
M
M
ERCIAL
BREAK
Dobusch, L. & Dobusch, L. (2019): The
Relation between Openness and Closure
in Open Strategy: Programmatic and
Constitutive Approaches to Openness. In
D. Seidl, G. von Krogh & R Whittington
(eds.), The Cambridge Handbook of Open
Strategy. Cambridge: Cambridge
University Press, 326-336
Practices of Openness Revisited
Why is open for "anyone" not open enough?
Source: https://upload.wikimedia.org/wikipedia/commons/c/ca/Community_Insights_Survey_2022_-_Figure_1.png
358 Organization S
Table 4. Data on members of strategy task forces
Region Members’ origin % Associated with Wikimedia Foundation
Arabic 7 6.5
China 6 5.6
Eastern Europe 2 1.9
EU 25 23.4 4 (2 WMB, 1 WMF, 1 WMC)
India 17 15.9 1 (WMB)
Latin America 2 1.9
USA 37 34.6 15 (3 WMB, 7 WMF, 5 WMC)
Other 2 1.9
Unclear 9 8.4
Totals 107 20
*includes Wikimedia Board (WMB), Foundation staff (WMF) und hired consultants (WMC)
Source: Dobusch et al. (2019, p. 358)
58%
Lack of diversity in spite of radical openness?
because of
Common Explanation:
Imported Exclusion
Bild: https://commons.wikimedia.org/wiki/File:Being_any_Gender_is_a_drag_-_World_Pride_London_2012_(7527764372).jpg,, CC BY 2.0, by xJason.Rogersx
Mirror of societal (gender) structures and inequalities?
Quelle: https://commons.wikimedia.org/wiki/File:Wikipedia_Zero_1_Mumbai_Guy_on_phone.jpg
Mirror of societal (gender) structures and inequalities?
Path dependence of (lack of) diversity?
Quelle: Sydow et al. (2009, p. 692)
Complementary Explanation:
Created Exclusion
Non-performativity of Openness
Non-performatives
describes the “reiterative
and citational practice by
which discourse” does not
produce “the effects that it
names” (Butler 1993: 2)
“
Ahmed, S. (2012, p. 117)
Questioning practices
of (failing to) talking
openness into being as
a precondition for
openness?
Exclusionary Openness
Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/
If your group has nine helpful
and polite members, and one
rude, sexist, loud member,
most women are going to
continue to stay away because
of that one member
“
Valeria Aurora (2002),
http://tldp.org/HOWTO/
Encourage-Women-Linux-
HOWTO/
Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/
Practices of excluding
exclusionary behavior
as a precondition for
openness?
How to resolve this dual character of
openess-related practices as
both inclusionary and exclusionary?
Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/
Openness and Closure as CONSTITUTIVE
Analyzing the paradoxical
nature of openness (and
closure) by focusing on
legitimate closure routines.
e.g., classifying documents
(as a form of of
fi
cial secrecy
(Costas & Grey 2014)) to enhance
transparency
II
IOpenness and closure as
inextricably linked and
interacting with each other
>> we
fi
nd examples of
closure in all empirical
studies of open strategy
As researchers:
How to investigate the dual character of
openess-related practices as
both inclusionary and exclusionary?
Discussion QUESTION
CONTACT
E-mail:
Leonhard.Dobusch@uibk.ac.at
Twitter / Mastodon:
@leonidobusch // @leonido@chaos.social
Websites:
bit.ly/LD-UIBK // www.dobusch.net
Research blogs:
governancexborders.com // osconjunction.net
References
‣ Ahmed, S. (2012). On Being Included. Racism and Diversity in Institutional Life. Durham/London, UK: Duke
University Press.
‣ Chesbrough, H. W., & Appleyard, M. M. (2007). Open Innovation and Strategy. California Management
Review, 50, 57–76.
‣ Dobusch, L. (2022). Schöne Neue Digitale Organisationswelt: Offen für Diversität oder Exklusion durch
Offenheit? In: Schnegg et al., (Hrsg.): Inter- und multidisziplinäre Perspektiven der Geschlechterforschung
Innsbrucker Gender Lectures IV. Innsbruck University Press, 57-70.
‣ Dobusch, L., & Dobusch, L. (2019). The Relation between Openness and Closure in Open Strategy:
Programmatic and Constitutive Approaches to Openness. In: Seidl, D./von Krogh, G./Whittington, R. (Eds.):
The Cambridge Handbook of Open Strategy. Cambridge: Cambridge University Press, 326-336.
‣ Dobusch, L., & Dobusch, L. (2022). Wie offen sind „offene “Online-Gemeinschaften? Inklusion, Exklusion
und die Ambivalenz von Schließungen. KZfSS Kölner Zeitschrift für Soziologie und Sozialpsychologie, 74,
257-281, https://link.springer.com/article/10.1007/s11577-022-00836-5
‣ Splitter, V., Dobusch, L., von Krogh, G., Whittington, R., & Walgenbach, P. (2023). Openness as Organizing
principle: introduction to the special issue. Organization Studies, 44(1), 7-27, https://journals.sagepub.com/
doi/full/10.1177/01708406221145595
‣ Whittington, R., Cailluet, L., & Yakis-Douglas, B. (2011). Opening Strategy: Evolution of a Precarious
Profession. British Journal of Management, 22(3), 531-544.
Backup
Explicating and addressing normativity inherent in (calls for) openness
from looking at degrees of openness to investigating combinations of
openness and closure desirable in strategy-making labelled as ‘open’
together with a switch
from exclusionary openness to inclusion through legitimate closure
allows moving

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Openness as an Organizing Principle

  • 1. Leonhard Dobusch University of Innsbruck Paris Lodron Universität Salzburg January 9, 2024 OPENNESS AS AN ORGANIZING PRINCIPLE Between Inclusionary and Exclusionary Practices
  • 2. Openness as an Organizing Principle
  • 3. second coming of openness within the supposedly already-open society “ Tkacz, N. (2012, p. 400)
  • 8.
  • 9.
  • 10. How smart companies are opening up strategic initiatives to involve front-line employees, experts, suppliers, customers, entrepreneurs, and even competitors. “
  • 11. Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/ Increasing Openness as a PROGRAM Tensions such as “compromising speed” or “burdening wider audiences with the pressures of strategy” (Hautz et al., 2017) as limitations or hurdles for achieving greater openness II IOpenness as the opposite of closure, representing two endpoints of a continuum from closed to open: Inviting more actors, sharing more information >> open++ open++ as a normative ideal
  • 13. Routined Practices… (re)produce patterns of action and social structures", including "patterns of social equality and inequality" “ (Feldman & Pentland, 2022) >> openness imperatives demand changes to the way organizations re-produce these patterns
  • 14. OPENNESS AS THE "OTHER" WAY OF ORGANIZING [S]trategy is traditionally exclusive. […] Opacity is important to strategy […]. Open strategy challenges both these orthodoxies[.] “ (Whittington et al. 2011, p. 535) Open strategy balances the tenets of traditional business strategy with the promise of open innovation. “ (Chesbrough and Appleyard 2007, p. 58) >> 'openness' as an open (no pun intended) conceptual frame to evaluate, adapt and/or complement established (clusters of) routines
  • 15. as not “traditional“, “closed“, “exclusive“ NEGATIVE DEFINITION OF OPENNESS …selective revealing (Henkel et al. 2014) …selective inclusion …"openwashing" (Heimstädt 2017) Allows… Practices related to openness: licensing, (re-)integrating … soliciting, deliberating, … auditing, window dressing, …
  • 16. Normative Anchors for Organizing Openness: Transparency and Inclusion
  • 17. OPENNESS AS TRANSPARENCY 17 openness in terms of transparency, both in the strategy formulation stage and, more commonly, in the communication of strategies once they are formulated. “ (Whittington et al. 2011, p. 532) >> practices of informing, communicating and discussing strategically relevant information
  • 18. 18 Inclusion refers to participation in an organization’s ‘strategic conversation’[.] “ (Whittington et al. 2011, p. 536) >> practices of collecting, deliberating, and condensing strategic ideas, maybe even decision-making routines OPENNESS AS INCLUSION
  • 19. “Open forms of strategy-making with more inside and outside organizations and more of different actors internally and externally. Whittington et al. (2011, p. 531) transparency inclusion
  • 22. How are openness and inclusion connected?
  • 23. How connected are openness and inclusion?
  • 24. CO M M ERCIAL BREAK Dobusch, L. & Dobusch, L. (2019): The Relation between Openness and Closure in Open Strategy: Programmatic and Constitutive Approaches to Openness. In D. Seidl, G. von Krogh & R Whittington (eds.), The Cambridge Handbook of Open Strategy. Cambridge: Cambridge University Press, 326-336
  • 26. Why is open for "anyone" not open enough?
  • 27.
  • 29.
  • 30.
  • 31. 358 Organization S Table 4. Data on members of strategy task forces Region Members’ origin % Associated with Wikimedia Foundation Arabic 7 6.5 China 6 5.6 Eastern Europe 2 1.9 EU 25 23.4 4 (2 WMB, 1 WMF, 1 WMC) India 17 15.9 1 (WMB) Latin America 2 1.9 USA 37 34.6 15 (3 WMB, 7 WMF, 5 WMC) Other 2 1.9 Unclear 9 8.4 Totals 107 20 *includes Wikimedia Board (WMB), Foundation staff (WMF) und hired consultants (WMC) Source: Dobusch et al. (2019, p. 358) 58%
  • 32. Lack of diversity in spite of radical openness? because of
  • 34. Bild: https://commons.wikimedia.org/wiki/File:Being_any_Gender_is_a_drag_-_World_Pride_London_2012_(7527764372).jpg,, CC BY 2.0, by xJason.Rogersx Mirror of societal (gender) structures and inequalities?
  • 36. Path dependence of (lack of) diversity? Quelle: Sydow et al. (2009, p. 692)
  • 39. Non-performatives describes the “reiterative and citational practice by which discourse” does not produce “the effects that it names” (Butler 1993: 2) “ Ahmed, S. (2012, p. 117)
  • 40. Questioning practices of (failing to) talking openness into being as a precondition for openness?
  • 42. Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/ If your group has nine helpful and polite members, and one rude, sexist, loud member, most women are going to continue to stay away because of that one member “ Valeria Aurora (2002), http://tldp.org/HOWTO/ Encourage-Women-Linux- HOWTO/
  • 43. Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/ Practices of excluding exclusionary behavior as a precondition for openness?
  • 44. How to resolve this dual character of openess-related practices as both inclusionary and exclusionary?
  • 45. Quelle: David Lerner, https://en.wikipedia.org/wiki/File:Internet_troll.jpg, http://creativecommons.org/licenses/by-sa/3.0/ Openness and Closure as CONSTITUTIVE Analyzing the paradoxical nature of openness (and closure) by focusing on legitimate closure routines. e.g., classifying documents (as a form of of fi cial secrecy (Costas & Grey 2014)) to enhance transparency II IOpenness and closure as inextricably linked and interacting with each other >> we fi nd examples of closure in all empirical studies of open strategy
  • 46. As researchers: How to investigate the dual character of openess-related practices as both inclusionary and exclusionary? Discussion QUESTION
  • 47. CONTACT E-mail: Leonhard.Dobusch@uibk.ac.at Twitter / Mastodon: @leonidobusch // @leonido@chaos.social Websites: bit.ly/LD-UIBK // www.dobusch.net Research blogs: governancexborders.com // osconjunction.net
  • 48. References ‣ Ahmed, S. (2012). On Being Included. Racism and Diversity in Institutional Life. Durham/London, UK: Duke University Press. ‣ Chesbrough, H. W., & Appleyard, M. M. (2007). Open Innovation and Strategy. California Management Review, 50, 57–76. ‣ Dobusch, L. (2022). Schöne Neue Digitale Organisationswelt: Offen für Diversität oder Exklusion durch Offenheit? In: Schnegg et al., (Hrsg.): Inter- und multidisziplinäre Perspektiven der Geschlechterforschung Innsbrucker Gender Lectures IV. Innsbruck University Press, 57-70. ‣ Dobusch, L., & Dobusch, L. (2019). The Relation between Openness and Closure in Open Strategy: Programmatic and Constitutive Approaches to Openness. In: Seidl, D./von Krogh, G./Whittington, R. (Eds.): The Cambridge Handbook of Open Strategy. Cambridge: Cambridge University Press, 326-336. ‣ Dobusch, L., & Dobusch, L. (2022). Wie offen sind „offene “Online-Gemeinschaften? Inklusion, Exklusion und die Ambivalenz von Schließungen. KZfSS Kölner Zeitschrift für Soziologie und Sozialpsychologie, 74, 257-281, https://link.springer.com/article/10.1007/s11577-022-00836-5 ‣ Splitter, V., Dobusch, L., von Krogh, G., Whittington, R., & Walgenbach, P. (2023). Openness as Organizing principle: introduction to the special issue. Organization Studies, 44(1), 7-27, https://journals.sagepub.com/ doi/full/10.1177/01708406221145595 ‣ Whittington, R., Cailluet, L., & Yakis-Douglas, B. (2011). Opening Strategy: Evolution of a Precarious Profession. British Journal of Management, 22(3), 531-544.
  • 50. Explicating and addressing normativity inherent in (calls for) openness from looking at degrees of openness to investigating combinations of openness and closure desirable in strategy-making labelled as ‘open’ together with a switch from exclusionary openness to inclusion through legitimate closure allows moving