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essential-guide-to-qualitative-in-organizational-research

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26 –––– Case Study Research ––––––––––––––––––––––––––––Jean Hartley*Case studies are widely used <strong>in</strong> <strong>organizational</strong> studies and across the social sciences, for example,<strong>in</strong> sociology, <strong>organizational</strong> psychology, anthropology, employment relations, political science.There is some suggestion that the case study method is <strong>in</strong>creas<strong>in</strong>gly be<strong>in</strong>g used (for example,Y<strong>in</strong>, 1994; Robson, 2002), and a number of publications exam<strong>in</strong>e the approach (for example,Y<strong>in</strong>, 1994; Stake, 1995; Eisenhardt, 1989; Abrahamson, 1992; Hamel, 1993). There is grow<strong>in</strong>gconfidence <strong>in</strong> the case study as a rigorous <strong>research</strong> strategy <strong>in</strong> its own right.Case studies can be theoretically excit<strong>in</strong>g and data rich so it is important <strong>to</strong> analyse theirstrengths and weaknesses as well as provide a practical <strong>guide</strong> on how <strong>to</strong> conduct and managethem. This chapter exam<strong>in</strong>es what case studies are, the circumstances <strong>in</strong> which they are mostvaluable, the design of case studies and the relation of method <strong>to</strong> theory.WHAT IS A CASE STUDY? ––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Case study <strong>research</strong> consists of a detailed <strong>in</strong>vestigation, often with data collected over a periodof time, of phenomena, with<strong>in</strong> their context. The aim is <strong>to</strong> provide an analysis of the contextand processes which illum<strong>in</strong>ate the theoretical issues be<strong>in</strong>g studied. The phenomenon is notisolated from its context (as <strong>in</strong>, say, labora<strong>to</strong>ry <strong>research</strong>) but is of <strong>in</strong>terest precisely because theaim is <strong>to</strong> understand how behaviour and/or processes are <strong>in</strong>fluenced by, and <strong>in</strong>fluence context.There is an <strong>in</strong>creas<strong>in</strong>g <strong>in</strong>terest <strong>in</strong> understand<strong>in</strong>g context (for example, Rousseau and Fried,2001) as an explana<strong>to</strong>ry fac<strong>to</strong>r <strong>in</strong> <strong>organizational</strong> behaviour. A number of methods can be used<strong>to</strong> address this, but case studies are a key way. The case study is particularly suited <strong>to</strong> <strong>research</strong>questions which require detailed understand<strong>in</strong>g of social or <strong>organizational</strong> processes becauseof the rich data collected <strong>in</strong> context. In <strong>organizational</strong> <strong>research</strong>, the case study is likely <strong>to</strong> beone or more organizations, or groups and <strong>in</strong>dividuals operat<strong>in</strong>g with<strong>in</strong> or around theorganization (for example, particular departments, types of employee, cus<strong>to</strong>mers or clients).Case studies can focus on other levels of analysis, from public policy (for example, Allison’s1971 study of the Cuban missile crisis) <strong>to</strong> <strong>in</strong>dividual psychodynamics (for example, Freud’sfamous studies; Bromley, 1986). The overall approach is similar – generally <strong>in</strong>ductive analysisfocus<strong>in</strong>g on processes <strong>in</strong> their social context. Y<strong>in</strong> (1994) adds the use of multiple methods aspart of the def<strong>in</strong>ition of case study <strong>research</strong>. In this chapter, I focus on the use of case studies<strong>in</strong> <strong>organizational</strong> (and <strong>in</strong>ter-<strong>organizational</strong>) <strong>research</strong>.A case study is not a method but a <strong>research</strong> strategy. The context is deliberately part of the* Jean Hartley would like <strong>to</strong> acknowledge the support of the ESRC/EPSRC Advanced Institute ofManagement Research under grant number Res–331–25–008 for this <strong>research</strong>.

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