Alvesson 2020
Alvesson 2020
doi:10.1111/joms.12582
INTRODUCTION
Systematically going through existing studies within a specific area is a vital part of al-
most all research. Many researchers find ambitious and systematic literature reviews
highly beneficial, as they help them to get a better grasp of a specific domain of research.
Although literature reviews are also carried out in individual research papers, as a way
of establishing an area for contribution (Locke and Golden-Biddle, 1997), this is typi-
cally done in a selective and rather superficial and simplistic way. This is because sum-
marizing existing work in a few pages encourages arbitrary divisions and rather crude
ways of representing sometimes highly complex studies. More thorough, ambitious and
Address for reprints: Jörgen Sandberg, UQ Business School, The University of Queensland, Brisbane,
Queensland 4072, Australia ([email protected]).
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2 M. Alvesson and J. Sandberg
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The Problematizing Review 3
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Willmott, 2018), and are therefore sometimes not especially interested in clear, focused,
and well-delimited differences among studies. Instead, they promote pluralism, which
tends to camouflage extremely diverse work under the same hembig concept. For exam-
ple, many advocates of ‘institution’ regard variation as an indicator of healthy pluralism
and see its different versions as offering the promise of theory integration. However, ‘for
those who have attempted to scratch beneath the surface of this supposed promise, one
experience would have to be very common: considerable confusion’ (Lok, 2020, p. ref to
come). The same applies to ‘sensemaking’, which is commonly portrayed as something
uniform and clear by its advocates, when what it actually represents is highly ambiguous
and vague (Sandberg and Tsoukas, 2015; 2020).
The problem of hembig concepts is often exacerbated by the integrative review, which
is guided by an expectation of sameness and the imperative of not excluding any texts
from the ‘article catch’, but rather integrating everything into a coherent whole. Sameness
is therefore privileged over difference. A counter-assumption is that the relationship be-
tween the hembig concept and published texts referring to it is, at best, highly ambiguous
and that any sorting device taking hembig concepts too seriously may risk generating
misleading reviews and building on elements that fit very badly together.
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The Problematizing Review 5
previous work and setting the stage for future research’ (p. 3). The wealth of studies com-
bined may offer strong and reliable parts of a large knowledge-building project.
Although the accumulation norm overlaps with the jigsaw-puzzle view, it is not the
same. You may work with a jigsaw puzzle while being sceptical to accumulation, and you
can believe in the latter without adapting the puzzle metaphor. However, combinations
of the two are common: working with a complicated puzzle and being suspicious about
the value of the pieces mean an overwhelmingly complicated project.
Since Kuhn (1970) there has been much critique and questioning of the accumula-
tion ideal (Abbott, 2006), particularly from the paradigm and multi-paradigm literature
(e.g., Burrell and Morgan, 1979; Deetz, 1996; Tsoukas and Knudsen, 2004). Most, if
not all, research builds on, and is constrained by, paradigmatic and other assumptions.
Sometimes critique shows that many research studies lack real value or are so depen-
dent on their paradigmatic grounding that they cannot be compared with other work,
making accumulation very difficult or impossible, hence the notion of incommensura-
bility (Jackson and Carter, 1991). An alternative to the accumulation norm is to point at
divergence and problematic assumptions, and to emphasize productive dissensus. This
has consequences for the integrative part of a systematic review and suggests that what
studies indicate on an aggregated level may not be the best way forward for research.
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6 M. Alvesson and J. Sandberg
as many have noted, it varies quite significantly among studies. For example, in regard
to the replication crisis within social sciences, Freese and Peterson (2017) observe that
even studies aiming to mimic other studies are not necessarily successful in doing so,
indicating common problems of reliability. Many critical review articles also show that in
research areas where several hundred studies have been conducted, the studies have fun-
damental weaknesses and offer little of real value. A case in point is the leadership field.
According to a growing number of commentators, many, if not most, subareas of leader-
ship studies suffer from questionable assumptions, design and theoretical reasoning (e.g.,
Alvesson and Einola, 2019; Hunter, Bedell-Avers and Mumford, 2007; Fischer, 2018).
Van Knippenberg and Sitkin (2013, p. 45), for example, argue that ‘the vast majority of
transformational leadership studies have relied on a measurement approach for which
there is overwhelming evidence of its invalidity’. Hence, the varied credibility of studies
in the leadership field (as well as studies in other research domains) suggests that there is a
need to more carefully assess the identified studies before including them in a review and
using them as robust points of departure for knowledge advancement, something which
tend to be overlooked by advocating a (near) full stock inventory.
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The Problematizing Review 7
it reduces the risk of missing much within the core field. Occasionally, some additional
knowledge can be produced through comparisons and synergy effects. As stated previ-
ously, some reviews, even though not framed as ‘critical’, point at fundamental shortcom-
ings within the areas covered (e.g., Hughes et al., 2018; Sandberg and Tsoukas, 2015;
Van Knippenberg and Sitkin, 2013).
However, review articles are not always beneficial but can instead be problematic,
making this type of work into a mixed blessing. Many review articles tend to strengthen
box thinking by overemphasizing integration and using seemingly robust but problematic
sorting devices. Review articles also function as an ordering mechanism of the research
community, in that people may feel instructed to master what is reviewed, not necessarily
to consider other literatures or ways of framing the field. You may, for example, relate
to the ‘leadership literature’, while disregarding studies on managerial work, power and
hierarchies. In the worst case, a problematic ‘over-ordering’ is produced by review au-
thors often acting as champions of their subtribes in the overcrowded place of academia,
where mass education has been followed by mass research and the resulting struggle for
attention, status and power (Alvesson and Sandberg, 2014). Here there is a temptation to
highlight order and the strength of a specific movement, and neglect the fact that labels
are sometimes mere vehicles and rhetorical resources for people to gather around and
use (Astley, 1985).
Hence, one could argue against that, rather than being a good thing, the integrative
review article is potentially harmful. Here we can point to the value of books, handbooks
and other collections of papers, allowing for more complex, nuanced and qualified re-
view treatment of broad themes; Burrell and Morgan (1979) and Morgan (1997) are
inspiring examples. A good scholar reads and writes books. The more influential social
science scholars have achieved their success primarily through books. Unfortunately, the
regime of the journal article and its often mainstreaming effects is dominating manage-
ment studies, and this may be reinforced by the popularity of review articles, often only
or mainly covering articles in frequently cited journals.
Summing Up
Triggered by Elsbach and Van Knippenberg’s thoughtful and well-informed article, we
have pointed to a number of basic issues that may provide food for thought when think-
ing about review articles. We suggest that careful attention is called for by themes of
labelling and ordering research domains, knowledge accumulation ideals, vacuum clean-
ing large sets of literatures, reliance on oversimplifying sorting and ordering signs, au-
thor neutrality and the possible privileging of integration at the expense of recognizing
variation. We do not want to overemphasize criticisms of review articles, but we do think
that any way of seeking to develop knowledge through them requires critical reflection
on their potential shortcomings.
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8 M. Alvesson and J. Sandberg
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The Problematizing Review 9
do not see themselves as followers and want to be spared leadership at work (Blom and
Alvesson, 2014). Assumptions about the leader-driven nature of relations between seniors
and juniors can also be highlighted and questioned by drawing attention to ‘the wholly
imbalanced view in the literature of the nature of agency, where leader agency is seen as
close to absolute while others are mainly passive and responsive’ (Tourish, 2014, p. 83).
The reflexive principle in the problematizing review, then, means a systematic and
ambitious effort not just to follow and build on a dominant logic – or the preferred vo-
cabulary and line of reasoning of the researcher her/himself – but to confront this with
alternative points of departure, vocabularies and modes of interpretation (Alvesson and
Sandberg, 2013b; Alvesson and Sköldberg, 2018).
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10 M. Alvesson and J. Sandberg
overlapping (Sashkin, 2004), as siblings (Jackson and Parry, 2008), or as quite different
(Wilson, 2013; Yukl, 1999). Even a reviewer treating them as distinct could consider some
key works within the literature not labelled exactly as the review indicates. For example,
many versions of organizational culture may be highly relevant for understanding issues
more fashionably addressed under labels like ‘organizational identity’ and ‘institutional
theory’ (Alvesson and Robertson, 2016; Hatch and Zilber, 2011).
At the third level, the author could consider some (re)readings of classic or important
social science studies with a broader, and possibly more indirect, bearing on the research
domain targeted for review. Reading more indirectly relevant work can encourage a
broader perspective on the review domain, and work as a counterpoint to engaging only
with sorting out details in framings of phenomena within a specific research box, such
as strategy-as-practice, careers, institutional complexity, followership or whatever the re-
view is focusing on. A few thought-provoking and different (meta)perspective (re)readings
of ‘peripherally relevant’ literatures could then inspire reflexivity and critical reflection
(Alvesson and Sköldberg, 2018). One could, for example, look at a list of the 20 to 30
most cited social science (or management theory) writings and choose a few that appear
broadly relevant to, but not a precise fit for, one’s specific review domain. The important
thing is to support a more intellectual and scholarly, less paradigm-bound and special-
ized, way of relating to a specific set of studies, providing an antidote for taking too much
for granted when reading often similar types of study. This could support a healthy dis-
tance and use of the imagination, while reducing the inclination to ‘go native’ in the re-
search domain within which the review author has perhaps been working for a long time.
To summarize, the point of reading broadly but selectively and with a considered
portfolio is to encourage review authors to be less subtribal and assumption-blind in
their orientations, and to reduce the risk of box thinking and taking the existing research
domain as given.
texts of a field, enables the author to better identify, articulate and challenge problematic,
taken-for-granted assumptions in a specific domain (Davis, 1971). The idea is, then, to
read sufficiently to come up with potentially new insights for novel theorizing. A prob-
lematizing methodology for such reading could include the following principles: (1) iden-
tifying a domain of literature; (2) identifying and articulating assumptions underlying this
domain; (3) evaluating them and focusing on more problematic or limiting elements; (4)
developing an alternative assumption ground with the potential to become the start of a
novel theoretical contribution; (5) considering it in relation to its audience (what is seen
as new, credible and interesting); and (6) evaluating the alternative assumption ground
(Alvesson and Sandberg, 2013b). The last of these is important in order to assess the
possibility of having a new, counterintuitive conversation with others in the field that will
inspire new ways of thinking on a subject (Patriotta, 2017).
As the reader may have noted, we have partly followed this problematization method-
ology in our review of E&K’s paper, identifying and challenging the authors’ assump-
tions. It is important to consider two interrelated issues when identifying a domain of
literature for problematization: the actual domain targeted and the specific texts chosen
for deep readings and re-readings. Identifying or constructing a domain of literature
provides a way in to picking some texts, but careful reading of these may inspire a revi-
sion of the literature domain that will be the final target of the research question. As we
have said, conventional, label-guided domain specifications may not be productive, due
to the hembig problem and the general difficulties of using labels as reliable indicators
of phenomena for targeting.
Hence, the problematization principle suggests a less strict focus on the analytics of the
surface material offered by the available literature, and its claims about ‘themes, patterns,
relationships, and gaps in understanding’, and a stronger focus on its paradigmatic as-
sumptions and ways of constructing reality. As this shift in focus can be quite difficult to
achieve, it calls for the mobilization of a wealth of resources, including time for ‘deeper’
thinking and support from intellectual sources other than those on the explicit subject
matter. Reflexivity is key here: what may be problematic and constraining in my and,
in particular, my research community’s way of thinking about this domain? Are there
alternatives that I (we) don’t consider? Can I (we) read literature or talk with people
offering an alternative view, providing support in understanding the possible arbitrari-
ness of the way we tend to do research, and produce a specific type of reasoning and
results? Reading too much in a subfield can easily lock the researcher into the research
box, making him or her strong on conventionality but weak on imagination and creativ-
ity. Some effort to undertake ‘out-boxing’ is therefore needed to liberate ourselves from
conventions and institutionalized ‘truths’. This typically calls for a certain distancing and
perhaps alienation from one’s research community and the in-boxing it tends to promote
(Alvesson and Sandberg, 2014).
Less is More
A final principle guiding the problematizing review is ‘less is more’. It emphasizes fewer
readings of a large number of studies, and more concentration on coming up with new
and unexpected insights. As indicated previously, the vacuum-cleaning ideal is prob-
lematic. Just because there is a wealth of studies does not necessarily mean that they
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12 M. Alvesson and J. Sandberg
represent a wealth of valuable knowledge. Texts in a field often say more or less the same
thing, and an extensive reading of many articles may lead to a focus on minor variations
and distinctions while overlooking more basic elements. As we pointed out in regard to
leadership studies, many studies do not have very much to say as well as vary greatly in
value and credibility and should perhaps therefore be neglected or at least downplayed
rather than be the topic of a careful review. In the problematizing review, texts cannot be
quickly browsed through (except to check that they are broadly similar and adhere to the
same conventions); results cannot be taken more or less as given, and compared as if they
represented simple and robust building blocks in the manufacture of new knowledge.
Instead, more hermeneutical readings form a central part of the problematizing review,
involving critical scrutiny of how phenomena are constructed and their underlying as-
sumptions, together with searches for deeper meanings (Alvesson and Sköldberg, 2018).
In sum, the problematizing review proposed here does not aim to be distinctly critical
or to debunk a knowledge area. Instead, its overall aim is to combine critical and con-
structive considerations of a research domain, to open it up for serious consideration
and reconstruction in ways that help us think ‘better’ and differently about the world
and ourselves. In other words, a good review (which may include more or less signifi-
cant elements of problematizing) must help us move beyond both established scientific
and practical common-sense understandings of phenomena. Ideally, it should, at least in
some ways and when motivated, re-signify (Reed, 2011) or break with (Bourdieu et al.,
1991) established truth and/or expectations (Suppe, 1979) rather than merely reinforc-
ing and cementing already established research boxes. This may call for the use of other
forms of publication than the standardized review article, allowing for more exploratory
and emergent types of writing and publishing. We have tried to exemplify a non-con-
ventional tone in this article. Box-breaking or transcending work also calls for care and
self-critique, so the review is fair to texts used as triggers for new thinking. The idea with
the problematizing review is, of course, not to dismiss everything that has been done or
to problematize for its own sake. It is also important to highlight high-quality studies and
ideas. Thus, the problematizing review may in some ways reinforce conventional knowl-
edge development; in others, support more or less radical rethinking.
FINAL REMARKS
In this paper we have discussed some of the dominant assumptions underlying the inte-
grative review proposed by E&K, and indicated a set of alternative principles under the
label of the problematizing review. Our purpose has not been to argue for the inherent
superiority of the proposed alternative in comparison to the integrative review, although
we agree with many commentators on the need for more interesting and imaginative
studies (e.g., Alvesson and Sandberg, 2013a; Clark and Wright, 2009; Courpasson, 2013;
Davis, 2015; George, 2014; Patriotta, 2017; Starbuck, 2006). There are, as we see it, far
too many conventional studies basically saying more or less the same thing. Although we
regard the integrative review suggested by E&K as being of high value, it is important to
point to the shortcomings of any conceptualization and recipe for review publications –
as well as literature reviews more generally in empirical articles.
© 2020 Society for the Advancement of Management Studies and John Wiley & Sons, Ltd.
The Problematizing Review 13
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