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

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––––––––––––––––––––––––––––––––––––––––––––––––––– CASE STUDY RESEARCH–––––––––– 327survey of English local councils, but followed this with 12 case studies of councils which hadbeen particularly dist<strong>in</strong>ctive from the survey (Downe et al., 2002). A further strategy is <strong>to</strong> startwith explora<strong>to</strong>ry case study <strong>research</strong>, test<strong>in</strong>g the emerg<strong>in</strong>g f<strong>in</strong>d<strong>in</strong>gs <strong>in</strong> wider survey-based<strong>research</strong>.UNDERTAKING CASE STUDY RESEARCH ––––––––––––––––––––––––––––––––––––––––––––––––––––––––This section looks at some of the practical steps and plans which are needed <strong>in</strong> case study<strong>research</strong>.Choos<strong>in</strong>g the case studyAn <strong>in</strong>itial issue is how <strong>to</strong> select the case study organization. First, what k<strong>in</strong>d of organizationis the <strong>research</strong>er look<strong>in</strong>g for? Is it <strong>in</strong>tended <strong>to</strong> be typical of the phenomenon <strong>to</strong> be studied?Or an extreme example? Has the <strong>research</strong>er the resources and <strong>in</strong>terest <strong>in</strong> undertak<strong>in</strong>g morethan one case? How might the cases contrast each other? The <strong>research</strong>er needs <strong>to</strong> be clearabout what k<strong>in</strong>d of organization would fit the criteria for the <strong>research</strong>.Us<strong>in</strong>g contacts <strong>in</strong> government and <strong>in</strong>dustry, academia and friendship circles can be helpful,first, <strong>in</strong> establish<strong>in</strong>g what the population is of organizations you might draw the case study from,and second, how <strong>to</strong> select the case(s). Interviews with <strong>in</strong>formed experts (for example,government officials, employers’ representatives, trade unions nationally or locally, academics)can be useful <strong>in</strong> f<strong>in</strong>d<strong>in</strong>g out about certa<strong>in</strong> organizations before you make a direct approach.Read<strong>in</strong>g the specialist and trade press is <strong>in</strong>formative <strong>to</strong>o.Ga<strong>in</strong><strong>in</strong>g and ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g accessParticular attention has <strong>to</strong> be paid <strong>to</strong> this element of the <strong>research</strong>, both because you will needrepeated access <strong>to</strong> the case study organization and also because the organization is likely <strong>to</strong>want <strong>to</strong> safeguard its reputation <strong>in</strong> allow<strong>in</strong>g you access. Decid<strong>in</strong>g on who are the critical ‘gatekeepers’<strong>to</strong> <strong>organizational</strong> <strong>research</strong> is important. These are the people (there may be several)who are <strong>in</strong>fluential <strong>in</strong> decid<strong>in</strong>g whether you will be allowed access, for how long, and whocan <strong>in</strong>troduce you <strong>to</strong> useful <strong>in</strong>formants. Whoever the <strong>in</strong>itial gatekeeper is, you need <strong>to</strong>establish quickly who are the other significant people <strong>in</strong> the organization. Mapp<strong>in</strong>g thestakeholders <strong>in</strong>side the organization can be useful <strong>in</strong>itial work. There may also be valuableexternal stakeholders and commenta<strong>to</strong>rs <strong>to</strong> consider <strong>in</strong>terview<strong>in</strong>g as part of the case study.Sometimes, sett<strong>in</strong>g up a work<strong>in</strong>g party <strong>in</strong> the organization <strong>to</strong> sponsor and oversee the <strong>research</strong>can be a way of ensur<strong>in</strong>g that it is supported by the organization. Clearly you need <strong>to</strong> havea keen (and cont<strong>in</strong>u<strong>in</strong>g) sense of the politics of the organization. A number of writers havecommented on access issues <strong>in</strong> <strong>organizational</strong> <strong>research</strong> (for example, Buchanan et al., 1988;Bryman, 1988; Stake, 1995).Choos<strong>in</strong>g an <strong>in</strong>itial theoretical frameworkDepend<strong>in</strong>g on the depth and range of the extant literature, the <strong>in</strong>itial focus of the case studymay be quite focused or broad and open-ended. Even <strong>in</strong> the latter case, some focus is needed

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