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Lague & Rhaiem - Practical Organizational Unlearning
Lague & Rhaiem - Practical Organizational Unlearning
Lague & Rhaiem - Practical Organizational Unlearning
discussions, stats, and author profiles for this publication at: https://www.researchgate.net/publication/260511139
A PRACTICAL APPROACH TO
ORGANIZATIONAL UNLEARNING
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2 authors:
All content following this page was uploaded by Khalil Rhaiem on 26 June 2015.
EricLagu,LavalUniversity,Quebec,Quebec,Canada
KhalilRhaiem,LavalUniversity,Quebec,Quebec,Canada
ABSTRACT
The purpose of this paper is to shed light on organizational unlearning as a part of managerial processes.
Organizational unlearning has been gaining more attention in the last decade. Nevertheless, studies on
organizational unlearning remain scarce compared to its counterpart, organizational learning. This paper
aims to update current knowledge on unlearning and to reinstate its importance in the knowledge value
chain/business model. We used portions of the literature that explicitly state unlearning as their main or
subsidiary topic and produced a scoping review that highlights the different concepts associated with
unlearning. Both the concept of organizational unlearning and its importance seem to be rather accepted
in current literature as no new definition of O.U. has emerged in literature since last reviewed in 2008. The
focus seems to have shifted from defining unlearning to defining its context and the parameters surrounding
its application. This paper is an attempt to pursue the work of Zahra and Tsang (2008) where they review
literatures organizational unlearning concepts. In the current paper, we review suggested/identified barriers
and facilitators related to the unlearning process.
Keywords: Review, organizational unlearning, organisational unlearning, barriers, facilitators
1. INTRODUCTION
In the knowledge economy, information and knowledge are recognized to foster performance,
competitiveness and growth (Hitt et al., 2001). Firms are faced with an ever changing environment,
therefore, firms need to evolve and adapt (Grossman and Helpman 1991). They revise their technology
and processes to increase their flexibility, efficiency and performance (Grteis, 1995). Such modifications
trigger needs which are answered through individual learning, which is then incorporated within the
organization, thus becoming organizational learning. In current working environments, knowledge
(embedded or not) has become a key factor in creating appraisable value for the client and contributes to
firms performance.
From a managerial perspective, learning (increase in the organizations stock of knowledge) has been
mainly viewed as a process purposefully engaged in to level a mismatch between current outcomes and
desired ones (Greve, 2002). Although committing efforts and resources, organizations are not always able
to achieve the desired outcomes. Therefore, empirical studies have first suggested, and then highlighted,
the need to foster unlearning as a component of managerial practices challenges and opportunities for
managing knowledge and productivity in organizations (Ashworth, 2006). Bennis et al., (1976) have
described unlearning as a planned organizational change that requires conscious, deliberate, and
collaborative effort to improve the operations of a human system.
Unlearning has thus been viewed as memory elimination in a system (Greeno, 1971). Empirical
researches has shown that the need to unlearn manifests itself at various degrees in the different levels of
organizations (Chinowsky & Carrillo, 2007; Lynn, 1998). Furthermore, research has demonstrated that
unlearning currently inadequate responses is a prerequisite to learning new or more adequate responses
(Martin de Holan and Phillips, 2004; Becker 2008; Starbuck, 1996). Those findings also seem to propose
that this need is present in most industries, at various levels. Unlearning is now perceived as being both
essential to surviving in a competitive market and/or to develop a competitive advantage (Shankar et al.,
2013).
Unlearning has been described form various perspectives (the concept of unlearning as it appears through
literature is reviewed elsewhere in this paper). From an overview of the literature, unlearning is often
associated to keywords such as forgetting, knowledge loss and knowledge destruction. Those are also
often depicted in dyads: Unlearning/learning (Akgn et al., 2003), forgetting/retaining, knowledge loss/
knowledge acquisition, knowledge destruction/ knowledge creation.
Though there has been extensive development of literature on learning, its counterpart has been relatively
ignored until early twenty-first century (Martin de Holan et al., 2004). To follow Tsang and Zahras work
(2008), this paper is a review of a selected portions of the literature concerning unlearning (and a few
related concepts as organizational forgetting and knowledge loss).
Tsang and Zahras paper is theoretical and aims to define the concept of unlearning. They also suggest
that future research should include conceptual development, processes, barriers and facilitators, as well
as organizational and institutional contexts and point out that our knowledge about ways of facilitating
organizational unlearning is limited and leads to contradictory recommendations. Hence, we ought to seek
better understanding of organizational unlearning and to survey barriers and facilitators of organizational
unlearning.
2.1. Method
Included articles were identified using select keywords: unlearning, organi(s/z)ational forgetting along with
knowledge: destruction, forgetting, deterioration, extinction, loss) through ABI/Complete. This highlighted
1263 peer reviewed articles. Further screening was done using previously mentioned keywords but
searches were limited to title and abstract field. 11 articles having unlearning in their title were identified
along with 109 articles depicting keywords in their abstract (11 for Organi(s/z)ational forgetting, 73 for
unlearning, 24 for knowledge loss and 1 for knowledge deterioration). Among the last 120 selected articles,
60 were available through either Universit Laval or Universit de Montral accesses. Those articles
constituted the pool of articles reviewed for this scoping review on organizational unlearning.
When reviewing the literature, keywords such as unlearning, forgetting, etc. are often encountered along
with other terms like adjustive unlearning, reinventive unlearning or organized forgetting. We recognized
the validity of the attempts to generate a set of keywords that may help depict the processes intensity that
firms and organizations members are going through. However, we believe that those subtleties are not of
interest to the current paper and the general idea that we are sharing.
Figure 1 : scoping review method
Peerreviewedarticlesidentifiedusingselectedkeywords
1263articles
Keywordsspecificallyfoundintitleorabstract
120articles
Keywordsintitle Keywordsinabstract
Identified
3. CONCEPTUAL FRAMEWORK
3.1. Organizational knowledge
Knowledge can be explicit/codified/tangible just as it can be tacit/non-codified/intangible (Kim, 1998;
Nonaka and Takeuchi, 1995). Organizational knowledge is mainly composed of tacit knowledge (Kim, 1998)
which is critical in strategic decision making (Brockmann and Anthony, 2002) and innovation (Yamin and
Otto, 2004).
Organizational knowledge is conceptualized as a stock resulting from the ongoing sum of flows as cleverly
depicted by (Dierickx and Cool, 1989, DeCarolis and Deeds, 1999) in their bath reference. As a stock,
organizational knowledge is encompassed as either repositories, routines or structures; whereas, as a flow,
knowledge has to be considered in regard to is movement across the different boundaries. The first form
of organizational knowledge is routines and patterns. These are structured knowledge passed on in the
organization amongst employees. They are thought to be known best practices to perform a particular task
(Nag et al., 2007). The second form of organizational knowledge is considered to be the organizational
structures that are established rights, responsibilities, duties and communication lines within the
organization (Walsh and Ungson, 1991). The third form of organizational knowledge are the repositories
also known as organizational memory systems. They represent codified knowledge owned by the
organization (Olivera, 2000). Theorization of knowledge as flow arises from the perceived instability of
knowledge in organizations over time. However, further studies have demonstrated that this instability
results from both forgetting and from changes in firms environment. Again, the bathtub comparison really
helps to represent both forgetting (leakage) and changes in environment (added water) (Dierickx and Cool,
1989; DeCarolis and Deeds, 1999).
Knowledge is associated with innovation and the development of competitive advantage (Kaufmann and
Tdtling, 2002; Lee et al., 2010). In order to develop or maintain that competitive advantage, firms and
organizations have tried to foster learning and acquisition of knowledge (Nonaka et al., 2000). Although
committing more and more resources to learning, organizations have not been able to achieve desired
outcomes. This has proven that knowledge cannot simply be accumulated within the organization. From
further analysis, evidences have shown that unlearning is required to incorporate new knowledge and
achieve desired outcomes. This can be simply depicted as making room for new knowledge. Although
capacities are not the only reason to foster organizational unlearning, this simply illustrates that unlearning
is a prerequisite for learning in organization.
3.2 Unlearning
Unlearning has been often defined in literature. When reviewing the 60 articles on our list, it seems to have
first been described as an organizational trait by Greeno (1971): Unlearning has thus been viewed as
memory elimination in a system. Greeno (1971) and Bennis (1976) have described unlearning as a
planned organizational change that required conscious, deliberate, and collaborative effort to improve
the operations of a human system. During the 80s, unlearning was defined by various authors as The
process of reducing or eliminating pre-existing knowledge or habits (Hedberg, 1981; Newstrom, 1983), and
beliefs (Alba and Hasher, 1983; Goldman, 1986).
Unlearning was then closely related with learning in Tsang and Zahras (2008) article which states that
unlearning is a gradual, continuous process that occurs more or less simultaneously with learning. When
old routines are replaced by new ones, they are gradually removed from an organizations memory. This
illustrates Anand et al.s idea (1998): The disruption and re-creation of portions of the organizations
memory and Bettis and Prahalads concept (1995) who described it as an essential part of learning:
strategic learning and unlearning of the kind involved in the dominant logic are inextricably intertwined.
Beckers group adds another dimension when they claim that unlearning can occur at an individual level :
the process by which individuals and organizations acknowledge and release prior learning (including
assumptions and mental frameworks) in order to accommodate new information and behaviors (Becker,
2005, p. 661).
On the other hand, many authors have been sceptical about the validity of the research on unlearning. John
Howells, Nathalie Mitev and Joachim Scholderer are known detractors of research on unlearning. In their
article: Forget Organisational Unlearning: A Sceptical Look at the Use of the Concept of Unlearning in
Organisational Analysis they have brought several arguments that support their claim. In their paper, they
clearly demonstrated that the use of unlearning is improper because the correct meaning of unlearning is,
as they report, to unteach, to remove from knowledge or memory and should describe actual reversal of
learning (Oxford English Dictionary as cited by Howells et al. (2009).
In their claims, they do not recognize that unlearning (removal from memory) occurs, neither from a social
perspective nor a technological perspective of memory. From the social perspective of memory (Cross and
Baird, 2000) they argue that: Upon learning, certain elements of the previous understanding are discarded
from application rather than discarded from memory; old knowledge is not unlearnt but retained, although
no longer seen as applicable to current circumstances. From a technological perspective of memory, they
argue that Discard occurs when new and substituting understanding of alternative practice has become
compelling (Howells, 2009).
We believe that unlearning has to be defined as an organizational dynamic capacity (Teece et al., 1990;
Easterby-Smith, 2011) and/or process to remove no longer needed knowledge from memory. We do not
deny that unlearning/removal from memory occurs at the individual level but it is unlikely that self-directed
unlearning at an individual level requires planning. At the individual level, unlearning should be considered
as a personal research of truth and inner alignment (Nonaka and Takeuchi, 1995).
From an operational perspective, unlearning can be seen as a noticeable change in organizational beliefs,
norms, values, procedures, behavioral routines, and/or physical artifacts (Tushman, 1986; Walsh, 1991;
Akgn et al., 2003; Sinkula, 2002).
As many authors before us (Martin de Holan, 2011), we feel compelled to distinguish between unlearning
and forgetting. From a social perspective of knowledge (Cross and Baird, 2000), unlearning refers to the
intentional discarding of knowledge in such that it requires both intentionality/will and requires voluntary
actions (Tsang and Zahra 2008). Hence, unlearning implies carrying out a series of programmed tasks,
whereas forgetting happens in spite of intentions and/or voluntary actions (Easterby-Smith, 2011).
Therefore, forgetting cannot be targeted to a specific set of knowledge as it is an unconscious process.
In literature, forgetting is both happening at an individual and organizational level. In an organization it
relates either to losing the original rationale for establishing habits and organizational routines or to losing
old routines, procedures, and systems themselves. (Easterby-Smith, 2011). Nevertheless, forgetting is an
important concept with regard to unlearning as forgetting (either individual or organizational) can hinder or
facilitate unlearning.
In the following section, we present elements that have been described in the literature that may act as
either barriers and/or facilitators to unlearning.
7. ACKNOWLEDGEMENT
We are in debt to Dr. Norrim Halilem, professor at Universit Laval, for his useful guidance and
comments. We would also like to thank Madeline Tyre for her most valuable help with revision and
comments on the manuscript.
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9. Author Profile(s):
Eric Lagu, Ph.D. candidate at the University Laval, Quebec expected in 2013. Currently enrolled in
graduate program of the Faculty of medicine and MBA graduate of Faculty of Business Administration.
Khalil Rhaiem, M.Sc candidate at the University Laval, Quebec expected in 2014. Currently enrolled in
graduate program of Faculty of Business Administration.