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姝 Academy of Management Review

2007, Vol. 32, No. 4, 1265–1281.

CONSTRUCTING MYSTERY: EMPIRICAL


MATTERS IN THEORY DEVELOPMENT
MATS ALVESSON
DAN KÄRREMAN
Lund University

We outline a research methodology developed around two basic elements: the active
discovery and/or creation of mysteries and the subsequent solving of the mysteries. A
key element is the reflexive opening up of established theory and vocabulary through
a systematic search for deviations from what would be expected, given established
wisdom, in empirical contexts. “Data” are seen as an inspiration for critical dialogues
between theoretical frameworks and empirical work.

How do we develop theory? Broadly speaking, capable of showing the right route to theory or
we can rely on speculative thinking or empirical screening out good ideas from bad. Rather, empir-
observation (followed by careful analysis). Some ical material is an artifact of interpretations and
have argued that empirical material has no sys- the use of specific vocabularies. Data are inextri-
tematic role to play in theory building. Popper cably fused with theory. Acknowledging this fu-
(1963, 1972), for example, compared theory cre- sion—which is broadly accepted in the philoso-
ation with guesswork and explicitly called un- phy of science (Denzin & Lincoln, 2000; Gergen,
justified (or unrefuted) theories “conjectures.” 1978; Hanson, 1958; Kuhn, 1962)— has major conse-
Others have tended to rely heavily on and per- quences for how we consider the theory– empirical
haps overplay the importance of empirical ma- material relationship.
terial— often viewed as data. We emphasize the potential of empirical ma-
Typically, theory is claimed to be developed terial as a resource for developing theoretical
either through discovery— by sifting through da- ideas through the active mobilization and prob-
ta— or by the accumulation of verified (or cor- lematization of existing frameworks. In particu-
roborated) hypotheses. These views of social lar, we point to the ways empirical material can
science are in many ways different, but each be used to facilitate and encourage critical re-
relies on data as the central elements in social flection: to enhance our ability to challenge, re-
research. Theory is supposed to “fit” data— think, and illustrate theory. This approach rec-
either by design, where misfit should lead to ognizes the constructed nature of empirical
rejections or revisions of theory (Fetterman, material and “proofs” (Astley, 1985; Shotter, 1993;
1989), or by default, where theory is understood Shotter & Gergen, 1994; Steier, 1991). It advocates
as emerging from data (Eisenhardt, 1989; Glaser a light or moderate version of constructionism—
& Strauss, 1967; Strauss & Corbin, 1994). assuming that something is going on out there
In this paper we adopt a different approach. In and there may be better or worse ways of ad-
conventional terms, we focus on the discovery (or dressing things, but also that the frameworks,
creation) of theory, rather than its justification. Al- preunderstandings, and vocabularies are cen-
though we find novel approaches toward the re- tral in producing particular versions of the
finement and justification of theory valuable, we world. We propose a relaxation of the emphasis
aim for more creative ways of theorizing. Like on “data” and a greater interest in the contribu-
many others, we claim that data— or, our pre- tion of how data are constructed for the benefit
ferred term, empirical material—are simply not of theoretical reasoning (cf. Sutton & Staw, 1995).
A key element here is the role of empirical
material in inspiring the problematization of
We are grateful to guest editor John Van Maanen, the theoretical ideas and vocabularies. To prob-
anonymous reviewers, Andy Van de Ven, and Karen Lee
Ashcraft for helpful and challenging comments, and the
lematize means to challenge the value of a the-
Vinnova research foundation for a research grant on devel- ory and to explore its weaknesses and problems
oping qualitative methodology. in relation to the phenomena it is supposed to
1265
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1266 Academy of Management Review October

explicate. It means to generally open up and to We are inspired by Asplund’s (1970) stimulat-
point out the need and possible directions for ing idea of social science as involving two ele-
rethinking and developing the theory. We con- ments: the discovery or creation of a breakdown
sequently attempt to develop a methodology for in understanding of theoretical interest (the con-
theory development through encounters be- struction of a mystery) and the recovery of un-
tween theoretical assumptions and empirical derstanding (the resolution of the mystery).2 In a
impressions that involve breakdowns. It is the sense, our project also shows an affinity for
unanticipated and the unexpected—the things Poole and Van de Ven’s (1989) suggestion to view
that puzzle the researcher—that are of particu- paradoxes as resources for theorizing. However,
lar interest in the encounter. In this sense our in contrast to Asplund’s and Poole and Van de
approach attempts to take systematic advan- Ven’s strong focus on armchair theorizing, we
tage of what Robert Merton calls “serendipity”— pay particular attention to the interplay be-
that is, “the art of being curious at the opportune tween theory and empirical material, thus focus-
but unexpected moment” (Merton & Barber, 2004: ing on how inconsistencies and breakdowns de-
210). Accordingly, theory development is stimu- rived from empirical observation, rather than
lated and facilitated through the selective inter- (pure) theoretical speculation, may help us de-
est of what does not work in an existing theory, velop theory. Chiefly, our goal is to explore how
in the sense of encouraging interpretations that empirical material can be used to develop the-
allow a productive and noncommonsensical un- ory that is interesting rather than obvious, irrel-
derstanding of ambiguous social reality. evant, or absurd (Davis, 1971).
The empirical material, carefully constructed, Theorization may be understood as disci-
thus forms a strong impetus to rethink conven- plined imagination (Mills, 1959; Weick, 1989).
tional wisdom. However, the ideal is not, as in Empirical material can facilitate theorization
neopositivist work, to aim for an “intimate inter- because it provides resources for both imagina-
action with actual evidence” that “produces the- tion and discipline. Breakdowns create spaces
ory which closely mirrors reality” (Eisenhardt, where imagination can be put to work. And al-
1989: 547).1 The empirical material may be mo- though empirical material never exists outside
bilized as a critical dialogue partner—not a perspectives and interpretative repertoires, it
judge or a mirror—that problematizes a signifi- nevertheless creates a relative boundary for
cant form of understanding, thus encouraging imagination. Some constructions make more
problematization and theoretical insights (cf. sense than others. Empirical material anchors
Ragin, 1987: Chapter 9). The dialogue metaphor the process of theorization in specific claims
is not uncommon in contemporary qualitative about the object under study, thus prohibiting
research. Emphasizing the critical aspect of the- arbitrary ideas from being put into play.
ory as well as data construction—involving Exploiting breakdowns is, of course, not new
careful consideration of alternative representa- to social science. In particular, in ethnographic
tions—frames the enterprise somewhat differ- work the initial difference between the tradi-
ently from established views. We think it is im- tions involved (the researcher’s and the topic of
portant to draw attention to (the construction of) study) produces breakdowns in understanding:
friction (as a potentially productive force) rather “A breakdown is a lack of fit between one’s
than harmony in the interplay among theory, encounter with a tradition and the schema-
researcher subjectivity, and empirical material. guided expectations by which one organizes ex-
perience” (Agar, 1986: 21). The researcher re-
solves this problem by trying to understand the
1
cultural elements causing the breakdown and
Neopositivism (or postpositivism) assumes the existence
of a reality that can accurately but imperfectly and proba- then adjusting the research schema. Break-
bilistically be apprehended, the observer and the observed downs continue to appear until the researcher
separated, and data and theory treated as separable, al- fully understands the studied culture. This
though the theory ladenness of data is acknowledged. The
aim is to produce generalizable results (Lincoln & Guba,
2
2000). Most contemporary quantitative social research and Asplund (1970) developed two metaphors for creating
qualitative research like grounded theory (although there novel understanding of social reality: the riddle and the
are different versions of the latter; Charmaz, 2000) appear to crime mystery. In this paper we use a generalized version of
be based on neopositivist assumptions. the mystery metaphor as a device for developing theory.
2007 Alvesson and Kärreman 1267

means that ethnography can be described “as a THE FICTION OF “FACTS” IN


process of coherently resolving breakdowns” ORGANIZATIONAL ANALYSIS
(Agar, 1986: 39). In this sense ethnography has a
In interpretive and reflexive research, scholars
built-in propensity toward the type of theory de-
view data as constructions, created through inter-
velopment we outline in this paper.
action between the researcher and the group un-
However, ethnography is far from the only
der study (Denzin & Lincoln, 2000; Rorty, 1979;
method that can take advantage of breakdowns
Rosenau, 1992; Van Maanen, 1988). Since the met-
for developing new theoretical ideas. An example
aphor “data collection” tends to be understood far
of quantitative studies producing a breakdown is
Lincoln and Kalleberg’s (1985) piece on job satis- too literally and, thus, is potentially misleading,
faction and organizational commitment among we prefer, as noted above, the expression “empir-
U.S. and Japanese workers. The result showed ical material” as a representation of what is con-
higher scores for the former, which certainly was ventionally understood as data. The metaphorical
surprising. The “mystery” can possibly be solved quality of “material” indicates that we, as re-
through seeing questionnaire responses as less searchers, must actively do something with it.
objective measurements of objective phenomena With this in mind, we use the two mentioned terms
than clues to cultural norms for expressions and interchangeably. A key assumption is that “in the
the following of language rules (Alvesson & Deetz, social sciences there is only interpretation. Noth-
2000). Another example is the classical Hawthorne ing speaks for itself” (Denzin, 1994: 500). Sensitivity
studies, which started with experiments on how to language is vital. Most conventional research-
light affects performance and ended with open- ers assume that language operates as a kind of
ended ethnographic research that explored radi- medium, albeit an imperfect one owing to noise,
cally new ideas on the dynamics of workplace distortion, and ambiguity, which ideally mirror
social interactions—a shift clearly encouraged by the world “out there.” However, the linguistic turn
empirical material that challenged the initial in social science has attacked this language as
frameworks of the researchers (cf. Schwartzman, mirror perspective (cf. Alvesson & Kärreman, 2000;
1993). Deetz, 1992; Potter & Wetherell, 1987; Rorty, 1979),
Our objective in this paper is to suggest an pointing to the ways all observation and all data
approach to theory development that uses the- are theory laden and embedded in language.
ory and imagination to critically open up alter- Thus, vocabularies simply don’t mirror the
native ways of framing empirical material. We world. They produce and conceal as much as
follow a large amount of work in methodology, they reveal. The language used in a study to a
including significant contributions of, for exam- large extent determines the results. Theories
ple, Mills (1959), Garfinkel (1967), Davis (1971), can be understood as repertoires of lenses
Gergen (1978), Peirce (1978), Weick (1989), Becker (Deetz, 1992), each providing and communicat-
(1996), and many others in philosophy of science ing particular understandings. This metaphor
and interpretive social science. Critical reflec- points out the productive and pragmatic charac-
tion, theory-driven disclosure, and the specific teristics of language. Language is a human ar-
procedure of working with breakdowns and tifact that affects our vision— blurring, clarify-
mysteries combine to create an overall method- ing, magnifying, and diminishing the things we
ology. This process systematizes attempts to ex- see through it. From our point of view, theories
plore new terrain and develop novel ideas, thus do not express the underlying engines of gener-
potentially overcoming the inherent conserva- alized empirical patterns. Rather, they are in-
tism in well-established frameworks. In this pa- struments that provide illumination, insight,
per we focus on exploring a maximalist version and understanding. In this sense theories oper-
of breakdown-induced theory development. ate as idealizations (Freese, 1980). Our concep-
However, we also briefly address broader strat- tion of theory may be looser than the mantra of
egies for taking advantage of breakdowns for explicitness, abstractness, discreteness, syste-
theory development. Our ambition is not to try to maticity, and completeness. It is, however, more
colonize empirical research through a specific useful—as Shotter (1993: 113) points out, few if
design but, rather, to provide some overall any theories meet the criteria above.
guidelines and concepts potentially useful for From this perspective, empirical evidence is
novel theorizing. constructed within particular paradigmatic and
1268 Academy of Management Review October

linguistic conventions and is typically less ro- self-critique (cf. Mills, 1959; Weick, 1989). Reflexiv-
bust when approached from any other angle ity enters the picture (Alvesson & Sköldberg, 2000;
(Gergen, 1978). Most interesting (complex) ideas Calás & Smircich, 1999; Hardy & Clegg, 1997),
cannot be easily “checked” against data, and pointing to the struggle to acquire an awareness
empirical measures are always contestable. Or- of how paradigms, sociopolitical contexts, frame-
ganizations, for example, are complex, dynamic, works, and vocabularies are involved in shaping
and difficult to observe. Rigorous studies have the researcher’s constructions of the world at hand
their limits, and the researcher has to depend on and his or her moves in doing something with the
pictures, maps, and metaphors (Morgan, 1980; world.
Weick, 1989). Social changes—partly fueled by REFRAMING THE RESEARCH OF
social science itself—tend to render empirical ORGANIZATIONAL PHENOMENA
findings obsolete over time (Cronbach, 1975).
What is an interesting research problem? As
Ideas about empirical evidence, objectivity, rea-
son, truth, coherence, validity, measurement, and we see it, an interesting research problem
fact no longer provide great comfort or direction. includes the high potential for an empirical re-
If such concepts are relative, not absolute, they sponse and a novel insight that adds signifi-
are always contestable in whatever form they cantly to— or against—previous understand-
appear—although this is not to say that such ings. Contrary to conventional wisdom, we think
concepts are thereby rendered irrelevant or un-
thinkable (Van Maanen, 1995: 15). that it is fruitless, even counterproductive, to
attempt to minimize the influence of theory and
Values other than verification become impor- subjectivity. These should not be denied and
tant for the assessment of the value of a theo- hidden but should be reflexively and self-
retical contribution: “Theories gain favor be- critically cultivated and mobilized, reinforcing
cause of their conceptual appeal, their logical the ability to discover interesting research is-
structure, or their psychological plausibility. In- sues. As Weick puts it, “Whenever one reacts
ternal coherence, parsimony, formal elegance, with the feeling that’s interesting, that reaction
and so on prevail over empirical accuracy in is a clue that current experience has been tested
determining a theory’s impact” (Astley, 1985: against past experience, and the past under-
503). Although we do not advocate solipsism, standing has been found inadequate” (1989: 525).
relativism, or an exclusive focus on the rhetori- In order to make this experience more valu-
cal qualities of research texts and theories, we able and relevant, it must be abstracted and
think there are good reasons to move from made more general. We address this through
concepts such as reflexivity, sensitive construc-
• a strong focus on data to an interest in the
construction of empirical material; tions, and interpretive repertoires. More specifi-
• a view of theory and data as separate to an cally, we suggest that theory-developing orga-
acknowledgment of the “internal” relation- nizational research is characterized by
ship between them—the theory impregna-
tion of all data; and • research themes that can be empirically in-
• a strong emphasis on the procedures and vestigated—empirical material that carries
techniques for “collecting” and analyzing some credibility, meaning that it is capable
data to a greater interest in researcher re- of offering clues for thinking and the making
flexivity in dealing with the empirical ma- of claims and/or counterclaims, and
terial—that is, how to interpret and reinter- • ideas that offer challenges to conventional
pret the material. thinking within an area, pointing at short-
comings or paradoxes; this requires an in-
From this perspective, the acts of construction— tensive empirical material/theory interplay
always guided by theory in some form— become where theory is also used “negatively”—a
central. The knowledge and the person doing significant resource is theory (models, vo-
cabularies) that fails to be useful to account
knowledge work/development cannot be sepa- for a phenomenon, which does not imply a
rated (Calás & Smircich, 1992). The framework, the Popperian ideal of falsification but can be
researcher, and social reality—inescapably repre- seen as a chance for problematization, a
sented through potentially contested representa- vital element in theory development as we
tions—are thus always interrelated and provide see it.
an interconnected net of potential insights and The inference mechanism that guides this
ideas, ideally cultivated through discipline and kind of theory development is usually labeled
2007 Alvesson and Kärreman 1269

abduction (Peirce, 1978). It consists of three challenged, surprised, bewildered, and con-
steps: (1) the application of an established inter- fused may take center stage in research.3 The
pretive rule (theory), (2) the observation of a sur- researcher’s preunderstanding, including his or
prising—in light of the interpretive rule— her academic framework(s), may be be used as a
empirical phenomenon, and (3) the imaginative tool that opens up a dialogue with the empirical
articulation of a new interpretive rule (theory) material. The dialogue needs to include the
that resolves the surprise. This approach in- reader. The researcher is normally a part of a
cludes an interest in problematizing and re- broader we, which includes the research com-
thinking dominating ideas and theory, when munity (or communities) that the researcher be-
empirical impressions encourage such need for longs to and which informs preunderstanding
novel thinking. The rationale for this is that “the and preferences. How this community is tar-
contribution of social science does not lie in geted, convinced, and challenged are key issues
validated knowledge, but rather in the sugges- in doing field work, interpreting empirical ma-
tion of relationships and connections that had terial, and— even more so— crafting a text.
not previously been suspected, relationships Key elements in this project are
that change actions and perspectives” (Weick,
• a flexible theoretical framework requiring
1989: 524). multiple readings of the talk, the behaviors,
This way of looking at empirical material the events, and the documents one faces in
means that its dialogic qualities are empha- fieldwork, and
sized. The researcher must call upon or actively • a reflexive approach to empirical material
try to reach empirical material that can produce, that encourages alternative constructions
and the self-critical interpretations of one’s
or inspire the construction of, a variety of alter- own paradigmatic, political, theoretical,
native “stories.” Thus, the process of engage- methodological, and social predispositions.
ment, in which the languages and theories of
the researcher are activated, is central. This Without the first element there is insufficient
view differs from a position aiming to passively direction or an inability to produce sufficiently
mirror reality—for example, through collecting open and challenging observations and inter-
data and coding, processing, and trying to “dis- pretations, which can then be picked up as op-
cover” the facts and meanings that are assumed portunities for breakdowns and problematiza-
to be already present. For instance, when con- tion. Without the second element the empirical
sidering statements of research subjects— material may not be dealt with in sufficiently
whether in interviews or through observa- rich and varied ways to engage in a critical
tion—we can see these not just as possibly dialogue with theory. Our point is that we do not
revealing the meanings of those studied (or just encounter empirical material and see where
facts about their organizations) but as political it leads us. Rather, we are always doing some-
action, moral story telling, identity work, script thing with it—framing and constructing it. A
application, and so forth (Alvesson, 2003). Rather careful consideration of alternative construc-
than assume that the subject is reporting au- tions is necessary in order to produce a dialogue
thentic experiences, we can see the subject as a that may be theoretically inspiring and innova-
politically motivated producer of what are, for
him or her, favorable “truths,” or as a person 3
We realize that there are many ways in which research-
repeating institutionalized standard talk about ers of different camps and with various personal convictions
a specific theme. Thus, interview talk can be work. Some people, in associating themselves with
seen as useful for a study of political action grounded theory, would probably share Strauss and Cor-
bin’s (1990, 1994) beliefs that objectivity, reproducibility, and
or the circulation of discourse, rather than for a
unbiased data collection provide a robust base for theory
study of the experiences, meanings, and beliefs building; others would open up more constructivist consid-
of individuals. erations (Charmaz, 2000). A strict focus on coding would
The proposed view—sensitive construc- probably, for most, mean a minimization of researcher sub-
tions—is different from most conventional ap- jectivity for the benefit of reliable procedure. One may, how-
ever, work with coding in different ways, perhaps do multi-
proaches, guided by a desire to order and con-
ple codings, based on rereadings and reframings of one’s
trol what is studied. But the impulse to control— position, take incoherences and contradictions seriously,
through measuring, codifying, checking, and so and generally try to open up experiences of productive
on— can be bracketed, and a desire to become breakdowns.
1270 Academy of Management Review October

tive, transcending the received wisdom and pre- key elements here are finding ways of encounter-
ferred line of constructing. ing breakdowns and creating mysteries. Below,
An important question—and an exercise of re- we outline a methodology for doing this.4 (See
flexivity—is to ask oneself, “Can I construct/make Figure 1.)
sense of this material in another way than sug-
1. Familiarizing oneself with the setting under
gested by the preferred perspective/vocabulary? study and making inquiries about themes
Can I let myself be surprised by this material? in a fairly open way: This is based on pre-
Can it productively and fairly be constructed in a liminary decisions on a field of interest
way that kicks back at my framework and how and an initial, fairly broad focus for the
we—in my research community—typically see investigation. Rather than focusing on nar-
row themes—for example, “knowledge
and interpret things?” Such reconstructions sharing,” “teamwork,” or “leadership”—one
should meet the criterion of being well supported can ask oneself, “What is going on here?” or
by the empirical material (assuming that this can “What do the natives think they are up to?”
support different constructions) and should be as- Obviously, a study must have a degree of
sessed to have some theoretical potential. The se- direction. The trick is to balance this with a
capacity to expose oneself to something un-
rious consideration of alternative representations expected, something that can’t easily be
and interpretations thus becomes crucial to work disciplined by the preferred vocabulary and
that encounters empirical reality. Reflexivity can framework and too narrow of a research
be encouraged by using various theoretical per- question. One may, for example, start with,
spectives and metaphors, listening to alternative but not necessarily stick to, an idea of
“knowledge” being “shared,” workers hori-
voices of the research subjects, imagining multi- zontally coordinating their work, or manag-
ple reader groups, considering different political ers influencing their subordinates’ meaning
interests and research purposes (emancipation, constructions, and then see what may turn
thick description, better management), trying to up—what one may produce—in terms of un-
consider oneself in various identity positions (gen- expected empirical material in that kind of
area, broadly defined. Reflexivity here
der, ethnicity, class), working with coresearchers could involve a critical awareness of the
from another background or with a different theo- risks of imposing and sticking to a set of
retical framework, and thus increasing the chance favored themes and a willingness to invoke
to be challenged when encountering empirical alternative themes, vocabularies, and un-
material. The dialogue among framework, re- derstandings. Issues around politics and
ethics may also enter here: Who may bene-
searcher, and empirical material should be, fit from studying a specific set of phenom-
whenever possible, multilingual. ena in a particular way?
Of course, all this leads to considerably more 2. Encountering/constructing breakdowns in
freedom, compared to an approach in which the understanding: Fieldwork should be theo-
researcher tries to stay very close to data and sees retically informed but also varied and rich
enough in the sense that it allows for the
the latter as providing the robust building blocks existence and exploration of breakdowns. A
of theory. This does not mean that the researcher really interesting breakdown means that an
has a licence to follow any creative hunch. Still, empirical “finding” can’t easily be ac-
the empirical material has a very important and counted for by available theory. The break-
critical role as a dialogue partner, providing con- down, thus, is not an outcome of the igno-
rance, naivety, or narrow-mindedness of the
siderable constraints on what can be done. researcher. The surprise should be the reac-
tion likely to be experienced by most mem-
bers of the research community, who are
A METHODOLOGY OF SORTS FOR supposed to be able to understand/explain
THEORIZING FROM EMPIRICAL MATERIAL the empirical observation/construction trig-
The metaframework outlined above offers
guidelines and direction but, crucially, is not
“locked” into a narrow way of seeing that deter- 4
This is a full version of the ideas we are advocating. We
mines the results a priori. This makes it possible assume here the possibility of having close contact with and
going back and forth to the research site. As pointed out
to work with a methodology that stimulates a di-
above, breakdown-oriented research can be associated with
alogue between theory and empirical material, in the use of any kind of method and can also be used in more
which the preunderstandings, expectations, and moderate ways, but, for clarity and space, we concentrate
imaginations of the researcher are crucial. The here on one version.
2007 Alvesson and Kärreman 1271

FIGURE 1
The Research Process: Decision Tree for Mystery-Focused Research

gering the breakdown. Hence, it is not just standing through the formulation of the
the individual researcher but also the col- mystery. This phase includes the critical
lective theoretical and paradigmatic frame- checking of whether a breakdown can lead
work and the knowledge shared within the to something new that is of potential theo-
research community that are involved in ac- retical relevance. Not all breakdowns allow
knowledging the breakdown. The re- for the construction of a “real” mystery. In-
searcher is wise to make certain that the deed, most do not. A breakdown may—in
surprise appears in the context of a sophis- the context of this paper—be viewed as a
ticated position and is not partly an out- mystery candidate, and a mystery can be
come of poor scholarship. seen as a breakdown with a strong poten-
3. Moving from breakdown to mystery: After tial to offer a theoretical contribution. A key
encountering an unexpected finding, the re- distinction is that a breakdown is mainly of
searcher’s next move is to formulate some local relevance and can sometimes be over-
preliminary interpretations of a theoretical come through additional empirical work
contribution through showing (a) the (leading to deeper or broader empirical
broader relevance of an empirical finding, knowledge) and/or through consulting the
(b) the problems with the earlier theory or literature. A mystery, as we use the term
critique, and (c) some hints of a new under- here, requires a novel theoretical contribu-
1272 Academy of Management Review October

tion. In other words, when asking more domain it may cover are important to estab-
questions, hanging around (Dingwall 1997), lish. This is not just a matter of type of
and walking to the library and reading organization or organizational phenomenon
more books fails to be sufficient, a mystery but of time and history and the relative in-
is at hand. Self-critique and reflexivity are terpretive value of a theoretical concept or
important elements here, as antidotes to the metaphor.
tendency to be carried away by the prospect
of constructing a true mystery. Reflexivity This list of elements, or stages in work, easily
may also mitigate the risk of being insuffi- gives a too mechanical or overly structured im-
ciently careful in monitoring the empirical pression of this process. It is not intended as a
grounding and potential theoretical value
manual or a model of how this kind of research
of the claim to mystery.
4. Engaging in more systematic work to de- typically takes place, although we hope it can
velop a new understanding/theory, inspired be used as a source of guidance and inspiration.
by a “negative finding” (breakdown in- As Mills (1959) pointed out, research is a craft. It
duced): Here, additional resources, includ- cannot be reduced to steps, manuals, and mod-
ing philosophy and social theory, are used. els. Rather, the list above should be seen as a
This work typically also involves further
empirical investigations, guided by devel- rough description of the elements in research
oped understanding and interpretations processes that can bring the role of sophisti-
supported by the use of additional theoret- cated preunderstandings and the possibility of
ical and linguistic resources. gradual development of theoretical understand-
5. Solving or reformulating the mystery ings more into focus in fieldwork. One can imag-
through the development of a new idea that
offers a new interpretation of the phenome- ine different modes of working with some over-
non that inspired the mystery: This move lap from the framework. Work can be conducted
typically draws on the critical use of the cyclically— one may want to revisit and reframe
interplay between different theories being the field with a “preliminarily solved” mystery
problematized by the empirical input. One in order to develop the idea, metaphor, or theory.
can throw some novel light on the phenom-
enon indicated by the mystery by using new
It is also possible that a really challenging en-
concepts, a new theoretical framework, or a counter triggers an excellent idea on the spot—
new metaphor. This move can also involve making the breakdown/mystery distinction and
the formulation of new research tasks. The bypassing stage 3 and 4.
idea is also to transcend the empirically Structuring the research process in ways as
specific and to produce something of
illustrated by the model facilitates interplay
broader relevance. Again, where acts of cre-
ativity are central, moments of reflexivity among theory, researcher subjectivity, and em-
are important in enabling the rethinking of pirical options that can encourage theoretical
one’s preferred positions and vocabularies. development through problematizing existing
6. Developing the (re)solution of the mystery theory. As stated, the framework presented is a
so that it gains a broader relevance for a kind of full version associated with fieldwork
specific terrain and positioning it more
clearly in relationship to other theories: research. The process may differ when working
This means more systematic considerations with breakdown/mystery ideas in other kinds of
of other, but not too diverse, terrains than research. What is important are the major orien-
the one that “produced” or inspired the tations, not the details or the stages of the re-
breakdown and subsequent mystery. This search process.
development may be about theoretical ab-
straction, as well as considering where and
when this may encourage a productive un-
derstanding. No theory is always wrong or THE CREATION AND RESOLUTION OF
always right—all are more or less relevant BREAKDOWNS AND MYSTERIES
and helpful in different situations. And it is
important to have a good idea of when and Having outlined a mystery approach, we now
how they may be relevant. At the same time, indicate some key aspects of how breakdowns
the approach suggested here is not so much and mysteries can be produced. Crucial in this
concerned with generalization and abstrac- kind of work is an open attitude. Here, of course,
tion. It is more oriented to the specific and it is important to avoid the naive idea of being
related empirical terrain that provides the
empirical inspiration for the mystery—and “nontheoretical” or blank as a means of being
thus has a local touch. However, some ideas open, as implied by some views on grounded
about the nature of this locality and what theory (e.g., Eisenhardt, 1989; Glaser & Strauss,
2007 Alvesson and Kärreman 1273

1967). This simply means that cultural taken-for- This is, of course, to a large extent a matter of
granted assumptions and other implicit theories creativity, but it is also a matter of wanting to
take precedence. Illiteracy does not lead to an achieve “anthropological” rather than familiar
open mind. Openness—the consideration of al- or “technical-pragmatic” results. To some de-
ternative routes of interpretation and analy- gree it is a matter of using the critical strategy of
sis—is better accomplished through familiarity defamiliarization: “Disruption of common sense,
with an extensive repertoire of theories and vo- doing the unexpected, placing familiar subjects
cabularies used reflexively (Rorty, 1989). In in unfamiliar, even shocking, contexts are the
terms of gender, for example, “openness” is not aims of this strategy to make the reader con-
just a matter of making gender visible through scious of difference” (Marcus & Fischer, 1986:
observing sex differences (“body counting”) or 137). Apart from general intellectual efforts to
through paying attention to the meanings and accomplish this, one can employ such tactics as
experiences of men and women. It involves using unconventional and varied literature,
questioning these two seemingly homogenous drawing from personal and research experi-
categories, paying attention to various forms of ences that are different from those salient in a
cultural masculinity and femininity, the possi- previous study, and putting together a research
ble shifting character of these cultural mean- team so that different viewpoints—and, thus,
ings in local contexts, and the ways they in- different inclinations to see a variety of familiar
scribe a particular order on the world. It also and unfamiliar aspects—are represented.
means openness to how researchers may order What is needed, we believe, is a combination
the world through constructing it in terms of of theories that allows the researcher to see a
masculinity and femininity (Alvesson & Billing, multitude of perspectives and facilitate the de-
1997; Ashcraft & Mumby, 2004; Calás & Smircich, velopment of results that may be from more than
1999). one point of view. We label the set of perspec-
Openness, thus, is not a matter of avoiding tives, concepts, and themes that a researcher
theory or postponing the use of it; rather, it in- masters his or her interpretive repertoire (Alves-
cludes broadening the repertoire of vocabular- son & Sköldberg, 2000). Such a repertoire in-
ies and theories that can be mobilized in order cludes the paradigmatic, theoretical, and meth-
to consider more and less self-evident aspects. A odological qualifications and restrictions that
particular interpretive bias, following from a guide and constrain research work. The inter-
closed theoretical/cultural/private orientation, pretive repertoire is made up of theories, basic
may be counteracted. Theory is often seen as assumptions, commitments, metaphors, vocabu-
providing direction and control, but it can also laries, and knowledge. It indicates the “aca-
be mobilized as a tool for disclosure. A theory demic” part of the researcher’s preunderstand-
can open up not only other theories and their ing and the whole spectrum of theoretical
lines of interpretation but also sensitive con- resources that may be put into use when the
structions and interpretations of empirical ma- researcher confronts empirical material. It
terial. marks the limits for what a researcher can do in
When studying relatively familiar phenom- terms of making something out of certain empir-
ena like organizations and management within ical material—material that in itself is produced
one’s own country, the problem often is not only based on the interpretive inclinations of the re-
or even primarily resolving breakdowns; there is searcher. It offers input to the struggles of, as
typically an element of creating them required. Becker puts it, “getting control over how we see
If we accept the socially constructed nature of things, so that we are not simply the unknowing
social reality as well as research, this creative carriers of the conventional world’s thoughts”
element is always involved. But more of an effort (1996: 8).
is called for in organization studies than in more The interpretive repertoire is made up of ele-
unfamiliar settings, even though one occasion- ments of relative degrees of depth and superfi-
ally encounters original and exotic organiza- ciality. Of course, few people master a broad
tions. The trick is to locate one’s framework (cul- spectrum of theories in depth. At one extreme
tural understanding) away from the cultural the researcher has a firm grasp of some theories
terrain being studied so that enough significant and discourses and can therefore skillfully use
material emerges to resolve the breakdown. them. At the other extreme the researcher has a
1274 Academy of Management Review October

mere familiarity with other theories and dis- breaking experience’” that challenges an estab-
courses and can therefore only apply them in a lished position and encourages rethinking. One
crude and uncertian manner. We can refer to can imagine the same effect also through the
these end points as the deep (or scholarly) and use of less divergent approaches than those as-
the shallow (or lay) elements in the repertoire. sociated with different paradigms. If this inter-
The deep elements are central in the interpre- theory challenge interacts nicely with the em-
tive repertoire and easily activated, whereas the pirical material, the likelihood of a productive
shallow elements may be described as crude in breakdown in relationship to empirical material
terms of mastery and peripheral in terms of in- increases. The combination of questioning in
terest and awareness. Typically, researchers empirical experience and intertheory confronta-
have a strong tendency to use the deep elements tion gives the input to the rethinking of a partic-
of their repertoire, since there is a likelihood ular understanding.
that they will lead to results, albeit in a rather
predictable way.
AN ILLUSTRATION: A “FEMININE”
The shallow elements in the interpretive rep-
ORGANIZATION DOMINATED BY MEN?
ertoire are only activated in research work if the
empirical material obviously appears to be in Below, we provide an example of how empir-
line with these elements. This typically indi- ical material can be used productively to rethink
cates that the empirical material is seen as im- and develop theory. We want to stress that we
portant or interesting when framed in this way. use the example as an illustration. For a more
The researcher has three alternatives when he thorough discussion of the case, see Alvesson
or she thinks that the empirical material trig- (1998). The empirical material stems from an eth-
gers thinking activating the shallow/peripheral nography of an advertising agency (LAA). The
elements in the interpretive repertoire: (1) to study was initially fairly open, guided by a
drop the theme, (2) to refer to it briefly or mainly broad interest in organizational culture—
in empirical/low-abstract terms, or (3) to develop facilitated by the small size of the organization
the relevant parts of the interpretive repertoire (twenty-one people)— but soon we discovered a
and then do a more advanced investigation of somewhat extreme division of labor along with
this phenomenon. The third alternative means other interesting gender themes. All the men,
that the shallow part of the repertoire takes with one exception, occupied the professional
more center stage and the researcher develops positions, while all the women worked as assis-
her or his skills in using it, thus moving it to the tants. In addition, the men were ten years older
deeper part of the repertoire. In such a case, than the women, who were typically twenty-five
empirical material typically has the chance to to thirty years old. The women were all attrac-
make a real impact on the research outcome. tive and well dressed. LAA was an organization
The ambitious use of the idea of an interpre- led by men, while the women managed routine
tive repertoire inspires a critical use of theory in jobs and the “domestic chores.”
which empirical material and alternative theo- There was no specific intention to focus on
ries are employed as elements in theory devel- gender issues at the outset of the study, but this
opment. Carefully constructed empirical mate- “discovery” was seen as a surprise. Why did it
rial is used to problematize a targeted theory, emerge as such? A gendered division of labor—
thus opening it up for reconsiderations and al- including vertical division—is common, and
ternative understandings. In organization stud- many students of gender may have constructed
ies the work of Morgan (1980, 1997) has been vital the case as a standard one, indicating broad
in this regard. Also, the literature advocating patterns. But the pattern here seemed extreme
multiparadigmatic studies is relevant here (e.g., and unexpected in this kind of work. We guess
Gioia & Pitre, 1990; Lewis & Grimes, 1999). One that most researchers, not interested in gender,
can debate the extent to which it is possible to would not have made much of this observation,
cross and master several paradigms (Burrell & but the researcher here had an interest and com-
Morgan, 1979; Deetz, 1996; Hassard, 1991; Parker petence in gender and identity themes. Of
& McHugh, 1991), but we agree with Lewis and course, careful consideration here preceded the
Grimes (1999: 686) that “exploring ‘foreign’ para- choice to explore this in depth. Other factors,
digms offers theorists a potentially ‘frame- including age, education, occupational back-
2007 Alvesson and Kärreman 1275

ground, and so forth, were considered. One tionality as a core dimension at work, whereas
question raised concerned whether the case “masculine” occupations and organizations typ-
was an example of an overall gender division of ically do the opposite. We thus have interesting
labor that would not come as a surprise for an breakdowns of understandings based on theories
expert in gender theory. Or could there be some- that men and masculinities go together and that
thing “local,” associated with organizational feminine values are at odds with male-dominated
conditions that might inspire new ideas? When institutions.
the accounts of the men dominating the agency The interview accounts—and statements
were interpreted, the fieldwork revealed even noted during observations—were carefully con-
more interesting and surprising results. They sidered in a multitude of ways before being
emphasized that the men were intuitive, emo- seen as cultural constructions with a gender
tional, sensitive to interpersonal relationships, relevance. One may view the statements as
family oriented even at work, uninterested in purely factual—referring to the personalities of
careers and management, and so on. the people in the agency— or treat them as non-
gendered. The construction of the constructions
Advertising people are normally very outgoing
and they are emotionally charged. Because feel- of the male advertising people in feminine
ings and things like that are the basis of creativ- terms was eventually viewed as a (1) a good
ity, so to speak. They are often very rich in ideas interpretation of the empirical material and (2)
and associative, they can quickly associate with one that was part of the construction of a break-
various phenomena. They are normally rather
difficult to steer and jump for joy when they be-
down with potential mystery qualities.
come happy or hit the roof when they become Hence, we have a possible mystery: How can
mad. The amplitude of their reactions is much highly asymmetrical gender relations (with the
higher than for example people in companies’ men dominating) coexist with “feminine” values
accounting departments. Advertising people are and meanings? Or how come an organization
seldom very systematic or structured (male ad-
vertising worker).
that is dominated by men is constructed by them
in feminine terms? Further consultations of the
They described themselves, their occupation, gender literature were unhelpful in making
and their organization in ways that were closely sense of this. Gender organization studies gen-
in line with cultural views of femininity, at least erally emphasize how workplaces dominated by
on an overall and cliché-like level. One male men are constructed in masculine terms (e.g.,
used the metaphor of pregnancy to describe the Hall, 1993; Leidner, 1991; Mills, 1988). They do not,
work of developing an advertisment. Of course, on the whole, seem to be able to produce a good
these accounts are not just facts, or even authen- understanding of an organization that is ex-
tic meanings, but, rather, constructions. As such tremely strongly hierarchically structured in
they are of considerable interest. Once again, it terms of gender, where men dominate and
is perhaps not surprising that advertising peo- where the dominant understanding matches
ple construct themselves in these terms, but what a large body of literature sees as feminine
given the context of the gendered division of orientations and values.
labor, we encounter a second breakdown. It Literature reviews and additional empirical
seems reasonable to see that the statements work supported the case for a “mystery.” The
show considerable alignment with the ideals of case may be uncommon but may still encourage
many feminists around the importance of emo- us to revise some theoretical ideas around the
tion and the personal in terms of thinking, work- tight connection of male domination and domi-
ing, and organizing (Jaggar, 1989; Mumby & Put- nation of masculine cultural constructions, mu-
nam, 1992). Correspondingly, males are tually supporting each other, emphasized by the
conventionally constructed as nonemotional gender literature. Without denying that this the-
(Hearn, 1993). Hollway writes that, “in our soci- oretical idea often makes sense, perhaps the
ety, the judgment is a sexist one: expressing case can problematize the operations of gender
feelings is weak, feminine and in contradiction and and help us rethink constructions of mascu-
to men’s rationality” (1984: 253). “Masculine” oc- linities and femininities.
cupations require people “to be cool, impassive The case indicates that the link between con-
or stern” (Cockburn, 1991: 150). But the dis- struction of the organization in feminine terms
courses of the advertising industry stress emo- and women’s positioning is not straightforward.
1276 Academy of Management Review October

The ambiguities of the work situation, results, for their symbolic labor, despite the construction
and client relations of the advertising workers of themselves, their work, organization, and po-
heighten identity problems. As in much other sition in client relationships as feminine.
professional service work, “the largely fluid To conclude, the study suggests the possibil-
character of anything external to interactional ity of a loose coupling between male domina-
accomplishments, provides for very active sym- tion and the domination of masculinities (as
bolic labour” (Deetz, 1998: 157). In the present these are described in the literature and typi-
case it complicates issues of gender. The con- cally culturally defined). In particular, the pres-
struction of the work and organization through ence/absence of specific linkages made by sub-
the use of the emotionality–intuition–personal jects in organizations between what in the
chemistry–antibureaucracy vocabulary facili- gender literature is viewed as masculine/
tates identity work. It indicates positive values, feminine properties and the two sexes is impor-
coherence, and distinctiveness, for example, in tant for the fate of men and women. This is
relation to client’s personnel and other conven- partly a matter of power: explicitly labeling
tional people. These are constructed as the op- what is generally, but not necessarily con-
posite of the advertising people: as cautious, sciously, seen as culturally feminine may well
bureaucratic, and lacking the right intuition. upset gender orders. In the present case, a gen-
What the gender literature identifies as femi- dered division of labor would be more difficult
nine orientations—which it claims that men to reproduce if the constructions of work content,
avoid and downgrade—are used as symbolic client relations, and organizational practices ac-
and discursive resources in the identity con- knowledged the correspondence with what is
structions of the advertising people. But the fem- broadly defined as culturally feminine. The case
inine undertone/low degree of masculinity presented here provided inspiration for a theory
makes this solution a mixed blessing. The ad- of workplace gender relations that allows for a
vertising agency appears as subordinate and discrepancy between abstract ideas of mascu-
feminine in relation to its clients—the relation- line/feminine properties proposed by gender re-
ship is often referred to as a marriage, and it is searchers and local constructions of gender. It
clear that the agency assumes the female part. also provides a framework to understand gen-
This discourse puts some strain on gender iden- der stereotypes as resources in social processes,
tity. In sum, the precarious character of the oc- thus illuminating the elastic and relative as-
cupational identity has a clear gendered mean- pects of gender relations that enable richer in-
ing. From the other angle, one can say that the terpretations of their social effects.
gender identity of male advertising profession-
als is only partially, and in some respects even
ALTERNATIVE WAYS OF TAKING
badly, supported by work, organization, and cli-
ADVANTAGE OF BREAKDOWNS FOR THEORY
ent relations.
DEVELOPMENT
In LAA the weak symbolic support for mascu-
linity in the work content (connected to the low Although we think the approach developed in
degree of technical expertise) and client rela- this paper is a fruitful and underutilized way of
tions is compensated for by highlighting work- developing more novel interpretations of empir-
place sexuality and perpetuating internal gen- ical phenomena and innovative theoretical
der structures. Masculinities emerge in relation ideas—and most people probably agree that
to female personnel, subjected to what may be there is a shortage of such—some (self-reflexive)
referred to as “hyperfemininization.” Gender be- words of caution are necessary. The maximalist
comes structured so that male work/gender version sketched out above is not a low-risk
identities are supported. One aspect here is the strategy. Constructing and solving a mystery
location of men and women in the division of calls for a fortunate combination of inspiring
labor, where male power accounts for the re- empirical material, access to a rich frameworks
cruitment of younger, sexually attractive, lower- and resources for reflexivity about how to use
positioned women. Another is the heightened these, creative construction work, and, in the
state of gender interaction. These two mean that available literature, empty space for a theoreti-
the men can place themselves in “masculine cal contribution. Many research projects have
subject positions,” using gender as a resource other agendas and/or do not lead to the discov-
2007 Alvesson and Kärreman 1277

ery/construction of great mysteries with theoret- ies. The norm seems to be that the researcher
ical potential. is in control, producing a linear, coherent
However, more moderate uses of the break- study, where research questions, framework,
down idea are also possible. Arguably, all re- fieldwork, empirical results, and conclusions
search approaches confront (or have the poten- follow a rational procedure. Even in some re-
tial to construct) breakdowns, as long as we search drawing on Foucauldian and other
accept that social reality is not fully understood. poststructuralist ideas, the studies reported
It is possible to imagine variation in emphasis tend to produce conventional “depersonalized,
on elements of breakdowns and mysteries in third-person and apparently objective and au-
research. We propose a spectrum that includes thoritative representations” (Wray-Bliss, 2002:
breakdown-focused, breakdown-sensitive, and 20; see also Richardson, 2000). This may say
breakdown-considering research, with varying more about the established standards for pre-
degrees of interest in and attention paid to ex- sentation in journals— despite decades of pos-
ploring and exploiting breakdowns. itivism critique—than about how researchers
Breakdown-focused research means working actually work. Arguably, breakdowns and
fully in line with the ideas suggested here, aim- projects following these are not so rare, but
ing for a full-scale mystery-scanning approach there may be a need to make them more legit-
and being more than willing to explore and con- imate and explicit.
struct breakdowns. Of course, sometimes this Which methods are most suitable for research
intention is not fulfilled, and the research working with breakdowns and mysteries? Here
project may be turned into something else. we have two answers. The first is that the more
Breakdown-sensitive research means a strong to a study is processual, emergent, open, and em-
modest interest in potential mysteries. It may be pirically varied and rich, the more likely an in-
carried out as part of a more conventional study, teresting mystery, via breakdowns, will be pro-
which is guided by a specific research question duced and solved. Ethnographic studies
and a design for studying it. In this case the (Prasad, 1997; Wolcott, 1995) here have some ad-
mystery approach operates as an additional vantages. Other studies that are open to the
guiding principle. The researcher is open to the views of the research subjects (perhaps viewing
possibilites of an unanticipated theme and keen them as coparticipants; Heron, 1981)—allowing
to follow it, even though this is not the initial or them to express unconstrained voices in the re-
primary intent of the study. Possible outcomes search—may also increase the frequency with
could be refinement of theory or suggestions for which breakdowns will appear. Our second an-
new lines of inquiry. The breakdown-consider- swer—and this is our main point—is that all
ing researcher is less inclined to actively work kinds of research can lead to— or be used for—
with breakdowns and mysteries, unless he or the discovery or construction of breakdowns and
she bumps into something really interesting. mysteries. As our initial reference to Lincoln and
He or she has some awareness of the possibility Kalleberg (1985) and the Hawthorne studies in-
of taking advantage of breakdowns but takes dicates, even questionnaire studies and experi-
this road only when extraordinary opportunities ments may provide interesting breakdowns. The
emerge. For researchers and research projects Hawthorne studies are particularly illuminating
guided by this orientation, breakdowns only in this respect. The ideas discussed here are
occasionally play a significant role in account- thus of potential broad relevance, even though
ing for results. When they do, self-critique and research that does not allow for the flexibility of
new research questions are more likely to result developing and exploring new ideas in the pro-
than the formulation and solving of a mystery. cess of gathering additional empirical material
However, occasionally, the researcher who is not may have difficulties solving a mystery. Often,
intially not very breakdown oriented may encoun- however, the formulation of a mystery can be a
ter breakdowns that trigger radical rethinking. great contribution: it can be a vital step in en-
Presumably, most researchers have such a couraging reflexivity and new lines of inquiry.
breakdown-considering research orientation, Asking innovative questions can be as impor-
although it is difficult to find examples of re- tant as providing answers.
searchers actually espousing it explicitly, at In addition to being feasible in any kind of
least in management and organization stud- research, breakdowns can, in principle, occur
1278 Academy of Management Review October

at almost any point in the research process, questioning (Asplund, 1970). Solving here means
based on serendipity or conscious efforts to re- that the mystery becomes more understandable:
flexively remain open to them. Working with it is less puzzling and less ambiguous, and we
empirical material in different phases is impor- have concepts, a line of reasoning, a metaphor,
tant here. The trend to shift the emphasis from or other tools that give us a sense of what to
fieldwork to textwork (Geertz, 1988; Richardson, expect and how to intellectually understand the
2000; Van Maanen, 1988) has pointed to the im- mystery.
portance of writing in crafting ideas and articu- A mystery emerges as a combination of the
lating findings. Our approach does not neces- researcher’s preunderstanding, including ac-
sarily imply a linear development. We indicated cess to theoretical framework(s) and vocabular-
earlier the potentially cyclical nature of this ies, and the inspiration of empirical material.
kind of research. Breakdowns and mystery con- The ratio of input from empirical experiences
struction may start with the writing process, and the intellectual-creative work necessary to
which then may lead the researcher to return to construct a mystery may vary. Since this is a
fieldnotes or other empirical material (interview paper emphasizing empirical work and method-
protocols, questionnaires), the literature, and ology, we have devoted much attention to the
even the field. The kind of curiosity and willing- role of empirical studies in triggering a mystery,
ness to reconsider received wisdom that charac- but, as mentioned previously, “pure” empirical
terizes the research methodology suggested impressions do not lead us far. In addition, cre-
here is thus not limited to a specific phase in the ativity and concentrated work in supplementing
research project. and focusing theoretical work are necessary to
assess whether the mystery candidate is fruitful
for theoretical development—that is, is not just a
CONCLUSION
breakdown for the researcher only and/or within
In this paper we have advocated the use of a narrow terrain. A mystery promising a theoret-
empirical material as input for theorizing. In ical contribution must meet high criteria—it
short, our approach encourages researchers to can’t be solved through a literature search but,
actively work with, expand, and vary their inter- rather, calls for innovative theoretical work. The
pretive repertoire by being open to and focusing successful solving of a mystery means that one
on breakdowns. Breakdowns, in most research, produces a theoretical understanding that (1)
are seen as a nuisance—they indicate that the illuminates the phenomenon leading to the
researcher is not in control and may obstruct the breakdown and subsequently mystery and (2)
research design and threaten the production of allows an abstracted set of ideas and concepts
predictable results. Students interested in “lead- with broader bearing on how to make sense of
ership,” for example, may face settings in which similar phenomena in other settings.
people do not seem concerned about or refrain Because the literature on the interplay be-
from/fail to produce strong asymmetrical rela- tween theory and empirical material is vast and
tions and coherent behaviors that fit a “leader- varied, it is difficult to claim that our contribu-
ship style” concept. Such experiences will typi- tion is a great invention. Rather, we synthesize,
cally not make the student of leadership happy. expand, sharpen, and refine ideas that, to a de-
From the approach suggested here, which is in gree, have already appeared in social science.
line with a long line of scholarship (e.g., Becker, We can distinguish among three elements in our
1996), breakdowns are potentially good news— contribution:
they may make space for theoretical reconcep-
tualizations and development. 1. One contribution concerns the introduction
and, to some degree, development of a gen-
Breakdowns offer a vital step in the produc- eral framework for and an alternative con-
tion of a mystery. Establishing a mystery in it- ceptualization of the research process. The
self offers an interesting source of further think- aim is not primarily to provide a blueprint
ing, since it encourages problematization and for methodology but to offer inspiration
self-reflexivity. This may be an important con- through a guiding set of generative ideas.
We have advocated a framework for think-
tribution. But the formulation of mystery also ing about empirical material and how it can
provides an impetus for solving it and, thus, be used in more creative and challenging
adding new knowledge beyond the critical ways than may be common. This means go-
2007 Alvesson and Kärreman 1279

ing beyond recommending openness and and data and the minimization of re-
following where data may lead us and, in- searcher subjectivity.
stead, actively working with alternative
constructions. One aspect here is the en- To a believer in conventional methodology,
couragement of a willingness to be sur- including the most popular versions of qualita-
prised in research and a willingness to re- tive methods, this may appear to be a dangerous
vise the frameworks and traditions from
which we originate. Not just encountering and unreliable enterprise. But similar critique
but also trying to produce breakdowns is a can be directed at hypothesis testing and induc-
vital part of this approach, in which prob- tive projects that frequently exhibit a mislead-
lematizing existing ideas is crucial. ing surface of rigor and robustness. Since the
2. A second, somewhat more specific, contri- purpose is to generate new ideas, it is important
bution concerns vocabulary. We can cap-
not to emphasize rigor too much and to allow
ture the advocated alternative conceptual-
ization through metaphors. We have used space for the researcher’s imagination when
both critical and positive ones. Convention- working with empirical material. Still, we are
ally, data are seen as building blocks in not propagating an “anything goes” version or a
research, as unknown territory (of facts license for researchers to be creative and try to
and/or meanings) to be discovered and/or innovate for the sake of saying something novel.
judged in terms of what are true/valid and
The researcher needs to persuade the skeptical
false/nonacceptable claims to knowledge.
We are skeptical of such metaphors as data reader— building a convincing case involves il-
guiding or ultimately validating theory. Em- luminating empirical material, using a well-
pirical material is, in most cases of interest mastered interpretive repertoire, and demon-
for organization studies, not robust but strating elements of reflexivity in the process, as
shaped and reshaped in various ways, de- well as showing a careful and sophisticated un-
pending on the language and perspectives
derstanding of the relevant literature. In the
used. We propose alternative metaphors
and conceptualizations. Empirical material end, this is not less demanding than building
is seen as a potential dialogue partner, theory from data or validating and falsifying
leading to questioning, doubting, and prob- hypotheses.
lematizing existing/dominant expectations
and frameworks. Theory is viewed as a po-
tential tool for disclosure, and so are break-
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Mats Alvesson (Mats Alvesson@fek.lu.se) is professor at the School of Economics and


Management, Lund University, Sweden, and visting professor at University of Queens-
land Business School, Australia. His research interests include knowledge work,
organizational culture, identity, critical theory, and qualitative methodology.

Dan Kärreman (Dan.Karreman@fek.lu.se) is associate professor at the School of Eco-


nomics and Management, Lund University, Sweden. His research interests include
knowledge work, organizational control, identity, leadership, and research methods.

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