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Living moments in family meetings PDF

237 Pages·2011·1.94 MB·English
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JENNY HELIN Living moments in family meetings A process study in the family business context Jönköping International Business School P.O. Box 1026 SE-551 11 Jönköping Tel.: +46 36 10 10 00 E-mail: Acknowledgement Though only my name appears on the cover of this dissertation, a great many people have contributed along the way. I owe my sincere gratitude to all those who have made my work with the dissertation such a wonderful experience. First of all, I am indebted to my supervisors. My deepest gratitude to Leif Melin, my main supervisor, for continuously supporting me and having faith in this process. I have been fortunate to have an advisor who gave me the freedom to explore and at the same time provided guidance whenever needed. Leif, your presence makes every supervision meeting something special. Leona Achtenhagen, thank you for your hospitality in all various ways. I am also utterly thankful for how elegantly you have helped me formulate what I cannot articulate myself. Many thanks to Robert Chia. Your work has inspired me since the very start of this project. Your encouragement and guidance helped me bring it to an end. I want to express my gratitude to Handelsbankens Forskningsstiftelser, Sparbankernas Forskningsstiftelse, FAS and Alfastiftelsen, which made this dissertation possible through their financial support. I am particularly grateful to the families who generously opened their doors to me. I am indebted to the Stenson family for showing me the possibilities of family meetings. My warmest gratitude also to the Philipsson family who invited me into their home opening up for relationships unimagined, thereby proving how wonderfully enriching a research project can be. I wish to thank Lars-Olof Nilsson who helped me develop the manuscript into a readable text. Your willingness to help when I needed it the most was invaluable. Likewise, Susanne Hansson’s caring and flexibility when putting the book together is most appreciated. I also wish to thank friends and colleagues at Jönköping International Business School at Jönköping University for the flow of inspiring conversations in corridors and classrooms, at lunch and seminars. I am especially grateful to Anna Larsson, Leif Melin, Leona Achtenhagen, Lucia Naldi, Mona Ericsson and Olof Brunninge in the research project on continuous growth. I am also thankful to Anna Blombäck, Annika Hall, Cecilia Bjursell, Ethel Brundin, Karin Hellerstedt, Mattias Nordqvist and Tanja Andersson at the Centre for Family Enterprise and Ownership. My thanks go to those who continue to show the potentiality of academic meetings beyond the expected. To Kenneth and Mary Gergen for the wonderful workshop in your home 2006. To Hari Tsoukas for arranging The International Symposium on Process Organization Studies, offering moments when we could fully explore processual ideas and when I have been fortunate 3 to engage in vibrant conversations with Frank Mueller, Robin Holt, Reut Livne- Tarandach, Tor Hernes and others. I am grateful to Alex Stewart who kindly offered me a place at Marquette University during autumn 2009 making it possible for me to write critical parts of this dissertation. Not to forget Denise Fletcher for insightful comments and a catalytic final seminar in November 2010. Thanks also to the Hat Order, my intellectual sisters, for always being there sharing great laughs and offering strength. The promise of what we have together I value deeply. Anette Johansson, Benedikte Borgström, Elena Raviola, Kajsa Haag, Lisa Bäckvall, Maria Norbäck, you make my everyday much brighter. I would like to express my warmest appreciation towards my family. To my wonderful parents, Lisen and Ola, for how you are a constant source of inspiration. Lisen, for your creativity and conviction to go with passion. Ola, for remembering that life is what happens here and now. I owe my sister Karin a lot for being such a treasure and always being there for me. Thanks also to Sara, Marina, Anna, Vera and Sven for how you grace our family every day. Finally, to Anders for your love and positive spirit: I can’t express my gratitude for you in words. All those times, all those places where you have supported me to make this possible, I will never forget. Thanks also to our amazing children, Emilia and Amanda, for those special moments in our lives. Visby, 7 April 2011. Jenny Helin 4 Abstract Top management meetings, board meetings, budget meetings, planning meetings, strategy retreats and weekly updates – the organisational world is certainly a world of organised meetings where various kinds of meeting practices are often focal points for people related to the organisation. This dissertation studies meetings processually. Acknowledging the fluid, often uncertain and inherently open aspects of organisational phenomena is receiving increasing attention in organisation and management studies. Such an approach, which can be labelled ‘process organisation studies’ is promising in that it directs attention to social processes continuously in the making, something that is often neglected in mainstream organisation studies. The thesis builds on the current development in process organisation studies in two ways. The first centres on an elaboration on key assumptions of approaching organisational life from a process perspective. I here bridge process organisation studies with Bakhtin’s work on dialogue into a dialogical becoming perspective. This perspective calls for a distinct way of understanding processes of becoming which makes it possible to explore meeting practices as situated, emerging and relational world-making activities. The second is a comprehensive processual account based on a collaborative field study with two owner families. Organised meetings held in a family that owns a business (or several) has proved to be of importance for family business longevity in that the family members can help to develop strong family relations and a healthy business. In this setting, where people are dealing with that which is often most important to them in life, such as their identity, work, family relationships and future wealth, a process approach is useful since it helps to understand the emotionally loaded, complex and intertwined issues at stake. What emerges as central in understanding movement and flow is the need to understand the here and now moments in meetings. I refer to these moments as ‘living moments’ as a reminder of the once-occurring, unique and momentary transformation that can take place between people in such encounters. Thus, the living moment is the moment of movement. In emphasizing the ‘livingness’ of meeting conversations this study gives voice to previously marginalised perspectives that complement existing research on meeting practices. 5 Contents PART I: FOUNDATIONS 1. A NEED FOR CONVERSATIONS ABOUT WHAT IS YET TO BE....... 13 A PROCESS APPROACH ................................................................................................. 14 Point of departure and purpose of the study ........................................................................ 15 Intended contributions ....................................................................................................... 16 THESIS OUTLINE ........................................................................................................... 17 2. CURRENT RESEARCH ON FAMILY BUSINESS AND FAMILY MEETINGS: ASSUMPTIONS AND APPROACHES ................................... 20 WHAT MAKES THE FAMILY BUSINESS SPECIAL? ....................................................... 21 HOW HAVE FAMILY BUSINESSES AND FAMILY MEETINGS BEEN STUDIED? ......... 23 The first wave: Planning .................................................................................................... 23 The second wave: Professionalisation .................................................................................. 26 The third wave: Performance .............................................................................................. 29 Summarising the three waves of research ............................................................................. 32 HOW CAN FUTURE STUDIES CONTRIBUTE TO A NEW UNDERSTANDING OF FAMILY MEETINGS? ...................................................................................................... 34 3. INTRODUCING BECOMING ................................................................... 38 ROOTED IN PROCESS PHILOSOPHY ............................................................................ 38 Process organisation studies ................................................................................................ 39 A SHIFT FROM BEING TO BECOMING IS A SHIFT IN MANY DIMENSIONS ............... 41 From stable entities to entities as patterns of interactions ..................................................... 42 From detached individuality to relationality ........................................................................ 44 From the principle of sameness to preparing for difference .................................................... 46 From time as mechanical to time as experienced .................................................................. 47 From language as representational to language as performative ............................................ 49 THE FIVE DIMENSIONS VIEWED TOGETHER ............................................................ 51 4. TOWARDS A DIALOGICAL BECOMING PERSPECTIVE .................... 55 POSITIONING DIALOGUE IN THIS THESIS ................................................................. 56 BAKHTIN AND DIALOGUE .......................................................................................... 58 Ongoing forces at play ....................................................................................................... 59 To focus on utterances in a chain rather than sentences or words .......................................... 59 Voice ............................................................................................................................... 61 Dialogic meaning-making and the creation of once-occurring events ...................................... 62 A multitude of possible meanings, but not in any arbitrary direction .................................... 63 To remember embracing not only what is, but also what might become ................................. 63 THE FIVE DIMENSIONS VIEWED TOGETHER ............................................................ 65 7 PART II: FAMILY MEETINGS IN PRACTICE 5. A BRIEF NOTE ON THE FIELD STUDY ............................................... 71 THREE PHASES OF FIELDWORK .................................................................................. 71 Sensitive field study material .............................................................................................. 73 6. INTRODUCING THE STENSON FAMILY ............................................. 74 MEETING THE FAMILY ................................................................................................ 74 Interviews, written material and company visits .................................................................. 75 Creation of the field account ............................................................................................... 75 FROM EVERYDAY MANAGERS TO ACTIVE OWNERS ................................................. 78 Ownership and management successions ............................................................................. 81 A broader family involvement ............................................................................................ 85 Revitalising the values ....................................................................................................... 87 Another family arena is created ......................................................................................... 92 Envisioning the future: From ownership council to board of directors ................................... 96 ON DIALOGICALLY SHAPED FAMILY MEETING PRACTICES .................................... 99 7. INTRODUCING THE PHILIPSSON FAMILY ....................................... 101 WITHNESS-THINKING ............................................................................................... 101 Recognising everyday local practice .................................................................................... 102 Focusing on moment-to-moment conversations in their unfolding ........................................ 103 Remembering the contextual surrounding.......................................................................... 103 MEETING THE FAMILY .............................................................................................. 104 My first encounters with the Philipsson family (2005–2007) ........................................... 104 Reconnecting with the family (June 2008) ........................................................................ 105 Getting to know more through Jennifer and Mark (August 2008) ................................... 106 Voices from the next generation (August–September 2008) ............................................. 111 One year of collaboration (September 2008–August 2009) .............................................. 114 8. THE INNER BECOMING OF FAMILY MEETINGS ............................ 116 CREATION OF THE FIELD ACCOUNT ....................................................................... 116 ONE YEAR OF COUSIN MEETINGS ............................................................................ 119 Preparation meeting: It will crystallise vs. this is how it is (September 2008) ..................... 120 Cousin meeting: How should we manage our meetings? (September 2008) ......................... 123 Co-authoring interview summaries: I don’t want anyone to get hurt... (December 2008) ..... 126 Cousin meeting: Labelling and defining (January 2009) ................................................... 131 Cousin meeting: What is your view of the conflict? (March 2009) ..................................... 139 Co-authoring interview summaries: Let us do it again... (July–August 2009) ................... 152 Cousin meeting: Looking back, moving forward (August 2009) ....................................... 153 HOW PROCESSES OF BECOMING UNFOLD FROM WITHIN THE CONVERSATION .......................................................................................................... 159 8 9. IN THE BECOMING OF A MEETING PRACTICE: ALLOWING FOR A PROCESS OF WAYFINDING .......................................................... 162 THE NEED FOR A NEW ORIENTATION .................................................................... 163 Wayfinding in the uttering of the not-yet-spoken ............................................................... 165 Wayfinding in the temporal unfolding .............................................................................. 167 Wayfinding in the becoming of the unfinalisable self .......................................................... 168 A CLOSING REMARK: KNOWING AS WE GO ............................................................ 169 PART III: UNDERSTANDING MEETINGS FROM A DIALOGICAL BECOMING PERSPECTIVE 10. THE LIVING MOMENT OF MOVEMENT ......................................... 173 UNDERSTANDING THE LIVING MOMENT ............................................................... 174 A dialogically shaped moment .......................................................................................... 175 A moment of offering differences to each other ................................................................... 176 A moment in between talking and listening ...................................................................... 177 Can moments be more or less living? ................................................................................ 179 SENSING MORE AND SEEING DIFFERENTLY ........................................................... 180 11. IN THE PREPARATION OF A MEETING: LESSONS LEARNT ...... 183 POTENTIAL QUESTIONS ............................................................................................ 184 Remembering that conversations are not on/off, but better/worse: Are the conversations enriching? ................................................................................................... 184 Remembering that moments are dialogically shaped: How can we prepare the dialogic space? ................................................................................................................. 186 Remembering that processes of becoming unfold in between utterances and responses: How can talking and listening be acknowledged? .............................................................. 186 Remembering that ‘moving moments’ are unplannable: How can we seize opportunities for ‘moving moments’ to occur? ......................................................................................... 188 Valuing different voices in interplay: How can otherness emerge? ....................................... 188 Engaging with the unknown: How is it possible to utter the yet untold? ............................. 189 IN CLOSING: AN INTERPLAY OF OPENING AND STABILISING MOVEMENTS ...... 190 12. FROM STORIES TOLD TO STORIES LIVED: RESEARCH PRACTICES FOR UNDERSTANDING THE LIVING MOMENT FROM WITHIN ............................................................................................. 193 ENGAGING FROM WITHIN THE LIVING MOMENT: FOUR STEPPING STONES ..... 194 A relational foundation ................................................................................................... 196 Direction through compassion .......................................................................................... 197 Questioning softly ............................................................................................................ 198 Interplay between stabilising and destabilising practices ..................................................... 199 EVERYDAY RESEARCH PRACTICES AND ETHICS IN THE MAKING ........................ 200 FROM WITHIN AND THE INSIDE-OUTSIDE INTERPLAY ......................................... 203 9 13. A NOTE ON WRITING AND THE CONTRIBUTION OF AN ACADEMIC TEXT ......................................................................................... 205 THE PROBLEM OF REFLEXIVITY AS RETROSPECTIVE AND INTROSPECTIVE SELF-ASSESSMENT ...................................................................................................... 206 EMBRACING THE READER TO BE: MEANING-MAKING IN THE MOMENT OF READING ..................................................................................................................... 207 THE ACADEMIC TEXT AS AN OFFERING OF POTENTIALITY ................................. 208 REFERENCES ................................................................................................ 211 APPENDICES.................................................................................................. 211 JIBS DISSERTATION SERIES ...................................................................... 211 10

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