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Individualism–Collectivism in Hofstede and GLOBE

Article  in  Journal of International Business Studies · April 2011


DOI: 10.1057/jibs.2010.62 · Source: RePEc

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Journal of International Business Studies (2011) 42, 436–445
& 2011 Academy of International Business All rights reserved 0047-2506
www.jibs.net

RESEARCH NOTE

Individualism–Collectivism in Hofstede
and GLOBE

Paul Brewer and Sunil Venaik Abstract


This paper examines the Individualism–Collectivism (I-C) dimension of national
UQ Business School, University of Queensland, culture in the Hofstede and GLOBE models. We identify major contradictions
Brisbane, Australia between the two culture models, which result in contradictory relationships
with external variables such as economic prosperity. We critically evaluate the

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Correspondence: content validity of the items used to measure this construct in both models.
P Brewer, UQ Business School, University of
Based on our analysis, we suggest that Hofstede’s Individualism–Collectivism
Queensland, Brisbane, QLD 4072, Australia.
Tel: þ 61 7 3346 8129;
index be relabelled as Self-orientation vs Work-orientation and GLOBE’s
In-group collectivism as Family Collectivism. We demonstrate how the
Fax: þ 61 7 3346 8166;
E-mail: p.brewer@business.uq.edu.au
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proposed alternative conceptualizations of the Individualism–Collectivism
dimensions in both the Hofstede and GLOBE models can help reconcile the
C
anomalous relationships between these two models of national culture, and
between their dimension scores and other external variables of interest to
researchers. We recommend a way forward for future research incorporating
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the collectivism dimensions that identifies which of the Hofstede/GLOBE scores


is appropriate for differing purposes. This will help to make future research
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findings clearer, and to reduce contradictions and anomalies. Implications


drawn from such research should also be clearer as a result.
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Journal of International Business Studies (2011) 42, 436–445.


doi:10.1057/JIBS.2010.62
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Keywords: national culture; Hofstede; GLOBE; individualism; collectivism


A

INTRODUCTION
While Hofstede (1980, 2001) has for many years been regarded
as the doyen of cultural research, his culture model has recently
been updated and expanded by the GLOBE study (House, Hanges,
Javidan, Dorfman, & Vipin, 2004). GLOBE and Hofstede use similar
techniques, and in fact “The scales to measure the first three
dimensions (in GLOBE) are designed to reflect the same constructs
as Hofstede’s (2001) dimensions labelled Uncertainty Avoidance,
Power Distance and Individualism” (House & Javidan, 2004: 13).
So similarities between the models are to be expected. What is
also happening, as expected, is that the GLOBE scores are being
increasingly used by researchers in ways similar to the ways the
Hofstede scores have been used over many years (e.g., Fischer &
Mansell, 2009). This application of culture dimensions to the
analysis of other variables in management is naturally an
important part of progress in understanding the effects of
Received: 22 March 2010
Revised: 25 October 2010
differences in national cultures. However, for these discovered
Accepted: 9 November 2010 relationships to be meaningful and useful for researchers and
Online publication date: 27 January 2011 practitioners, it is critical that scholars have an unequivocal
Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
437

understanding of what specific culture dimensions significant negative relationship with economic
mean, and how they are defined and measured prosperity (r¼0.84, po0.001), in the case of GLOBE
across different culture models. For this reason, there is a moderately positive relationship between
scholars have recently been looking closely at the Institutional Collectivism practices and economic
Hofstede and GLOBE models with a view to high- prosperity (r¼0.33, po0.05). Thus Hofstede sup-
lighting and clarifying anomalies or contradictory ports a negative relationship between Collectivism
relationships between the same national culture and prosperity, whereas GLOBE supports a positive
dimensions across the different models, as well as link between Institutional Collectivism practices
between the dimensions and other external vari- and prosperity. Our own analysis shows a similar
ables of interest to researchers. For example, there contradictory relationship with the World Bank’s
was an exchange of views on the models in JIBS Ease of Doing Business country ranking (high rank
(Hofstede, 2006; Javidan, House, Dorfman, Hanges, indicates greater difficulty in doing business in a
& Sully de Luque, 2006). A recent paper by Maseland country) (see Table 1, row 2). We found a significant
and van Hoorn (2009), a critique by Brewer and positive relationship between Ease of Doing Busi-
Venaik (2010) and commentary by Taras, Steel, ness ranking and Hofstede Collectivism (r¼0.56,
and Kirkman (2010) discuss the several significant po0.01), but a significant negative relationship
negative correlations between practices and values with GLOBE Institutional Collectivism practices

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scores in the GLOBE study. Another paper clarifies (r¼0.39, po0.01).
an apparently anomalous relationship between Besides the problem of conflicting findings,
Hofstede and GLOBE Uncertainty Avoidance scores researchers seem to arbitrarily choose one or the
(Venaik & Brewer, 2010). other national culture scores to explain their depen-
We note that, like the anomalous Hofstede/
GLOBE Uncertainty Avoidance (UA) relationships, O
dent variable. As shown in Table 2, Parboteeah,
Addae, and Cullen (2005) explain their national
C
there is a similar problem associated with Indivi- absenteeism (practices) variable using Hofstede
dualism–Collectivism (I-C), which both Hofstede Collectivism and GLOBE Collectivism values rather
and GLOBE include in their culture models as than practices. In contrast, Garcia, Posthuma, and
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distinct dimensions. They do this at the national Roehling (2009) examine the relationship between
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level, as opposed to the individual level, where preferences for nationals in employment-related
another collectivism specialist, Triandis, is focused decisions (which are essentially values) with
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(Triandis, 1993, 1998). This distinction is impor- Hofstede Collectivism and GLOBE Collectivism
tant, because at the same level of analysis (national), practices rather than values. And Fischer and
one would expect a high level of convergence, that Mansell (2009) explain normative commitment
is, similar significant positive or negative relation- values using all collectivism scores – Hofstede
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ships between the Hofstede and GLOBE I-C scores Collectivism and all GLOBE Collectivism practices
and external variables of interest such as national and values. The arbitrary use of one or the other
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economic prosperity. However, we find that such national culture score without adequate justifica-
results are in fact contradictory. As shown in Table 1, tion is likely to undermine our understanding of
whereas Hofstede’s Collectivism has a strongly culture and how it affects behaviour.

Table 1 Relationship between Collectivism and economic variables

Correlations

Hofstede Collectivism GLOBE Institutional GLOBE Institutional GLOBE In-group (Family) GLOBE In-group
(Work-orientation) Collectivism practices Collectivism values Collectivism practices (Family) Collectivism
values

Economic 0.84*** 0.33* 0.48** 0.78** 0.29*


prosperitya,b
Ease of doing 0.56** 0.39** 0.60** 0.68** 0.21
business rank
a
Hofstede (2001: 272); n¼50.
b
Gelfand et al. (2004: 482), n¼57.
*po0.05, **po0.01, ***po0.001 (two-tailed).

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
438

Table 2 Relationship between Collectivism and external variables

Dependent variable Hofstede GLOBE GLOBE GLOBE In-group GLOBE In-group


Collectivism Institutional Institutional (Family) (Family)
(Work- Collectivism Collectivism Collectivism Collectivism
orientation) practices values practices values

Absenteeism (practices) (Parboteeah, + + 


Addae, & Cullen, 2005)
Preferences for nationals in employment- + ns +
related decisions (values) (Garcia,
Posthuma, & Roehling, 2009)
Normative commitment (values) (Fischer & + ns ns + ns
Mansell, 2009)

The objective of our paper therefore is to identify and external constructs of interest to researchers.
and clarify the anomalies in the I-C dimension in However, Hofstede provides few theoretical argu-

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the two comparative models of national culture, ments for the significant correlations between
Hofstede and GLOBE, and to propose a way forward his I-C dimension and the external variables. It is
for scholars who aim to use this important dimen- plausible that these correlations arise largely as a
sion of national culture in their research. We aim to consequence of a third variable that is related
achieve this by examining closely the content of
the items used to measure the I-C dimensions in O
to both the Hofstede’s I-C dimension and other
constructs, as Hofstede (2001: 253) himself acknow-
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both culture models. ledges: “This leads us to the issue of whether there
is a cause-and-effect relationship between indivi-
dualism and wealth y or whether both could be
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ANALYSIS OF I-C DIMENSIONS IN HOFSTEDE


AND GLOBE caused by a third factor.” More critically, using
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criterion validity as the primary and perhaps the


Individualism–Collectivism in Hofstede only basis for validating the measures of a construct
is fundamentally flawed from the perspective of
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Hofstede’s (1980, 2001) model includes an Indivi-


dualism index which he describes as one pole of the measurement theory. It is well recognized in the
Individualism–Collectivism cultural dimension. He measurement literature that the foremost basis for
defines the two poles as follows: “Individualism choosing the measures of a construct is content
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stands for a society in which the ties between validity (Churchill, 1979; Rossiter, 2002): “there is
individuals are loose: Everyone is expected to look only one type of validity that is essential: content
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after her/his immediate family only. Collectivism validity” (Rossiter, 2002: 308). Once content valid-
stands for a society in which people from birth ity is established, one can look at factor loadings
onwards are integrated into strong, cohesive and other measures to assess the reliability of the
in-groups, which throughout people’s lifetime con- items used to measure a construct. Criterion-related
tinue to protect them in exchange for unquestion- validity, where a construct is related to a number of
ing loyalty” (Hofstede, 2001: 225). external constructs, is ineffective for validating the
In his original IBM survey, Hofstede used 14 measures used. As Borsboom, Mellenbergh, and van
items to measure I-C (see Appendix A, column Heerden (2004: 1065) warn: “Criterion validity was
headed “IBM Survey”). Hofstede does not provide a truly one of the most serious mistakes ever made in
comprehensive theoretical rationale for the items the theory of psychological measurement.” Thus
used, other than to say “the reliability of the VSM at Hofstede’s validation of measures through predic-
the country level has to be taken for granted; it tion is not supported by measurement theory.
can indirectly be shown through the validity of the With this problem in mind, we look at how
scores in predicting dependent variables” (http:// Hofstede computed his I-C index, and in particular
stuwww.uvt.nl/~csmeets/ManualVSM08.doc, p. 10, at the content and the reliability of the items
accessed 15 December 2009).1 To validate the I-C that go into the I-C scale. Hofstede obtained
scale, Hofstede (2001, Appendix 6) presents a large responses on 14 work/life goals, and aggregated
number of correlations between the I-C dimension these scores weighted by their respective factor

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
439

score coefficients (Hofstede, 2001: 492), which are and Bechtold (2004: 441), who suggest “individual
closely related to the factor loadings (Hofstede, freedom vs individual development” and “intrinsic
2001: 255) (see Appendix A). Thus items A9 and (work-related) vs extrinsic (nonwork-related)” as
A18, which have high factor loadings (0.82 and alternative plausible labels for Hofstede’s I-C
0.86 respectively), have higher factor score coeffi- dimension. Following our own critical analysis of
cient weights (0.27 and 0.23 respectively) than the items and the criticism in the literature, we
items A6 and A8, which have low factor loadings propose that the I-C dimension in Hofstede be
(0.35 and 0.37 respectively) and correspondingly relabelled as Self-orientation vs Work-orientation.
lower weights (0.09 and 0.12 respectively). Hof- The proposed nomenclature of Self-orientation
stede does not report factor loadings below 0.35, vs Work-orientation is further supported by the
and, as expected, the factor score coefficients and strong correlation between this dimension and
hence the weights of the items with factor loadings enjoyment vs duty (r¼0.73, po0.05) and hedonism
below 0.35 are all below 0.10. Following Hofstede vs skill (r¼0.76, po0.001), as reported in Hofstede
(2001: 257), we limit our discussion to the six key (2001: 509). Although Self-orientation is related
items in the IBM survey that have loadings above to Individualism, we suggest alternative labels
0.45 (see work goal items and corresponding factor for both ends of the scale to distinguish it clearly
loadings in bold at Appendix A). The three items from Hofstede’s original Individualism–Collectivism

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that represent the Individualism pole focus primar- label.
ily on “self”-related or “personal” work goals,
namely personal time (item A18, loading 0.86), Individualism–Collectivism in GLOBE
freedom (item A13, loading 0.49), and personal The GLOBE study identifies two separate Collecti-
sense of accomplishment (item A5, loading 0.46).
On the other hand, the three items that represent O
vism dimensions: Institutional Collectivism and
In-group Collectivism. Institutional Collectivism is
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the Collectivism pole focus on work-related work defined as “the degree to which organizational
goals, namely training opportunities (item A9, and societal institutional practices encourage and
loading 0.82), working conditions (item A12, reward collective distribution of resources and
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loading 0.69), and using skills (item A17, loading collective action” (House & Javidan, 2004: 12). In-
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0.63). group Collectivism is defined as “the degree to


Analysis of the items used by Hofstede to measure which individuals express pride, loyalty, and cohe-
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I-C in his IBM survey, and the factor loadings of siveness in their organizations or families” (House
these items, suggests that the Collectivism pole is & Javidan, 2004: 12). Each GLOBE Collectivism
mislabelled. There is little “collectivist” (as defined dimension is measured with two forms of que-
by Hofstede) about training opportunities, desirable stions – practices (“as is”) and values (“should be”) –
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working conditions or using skills at work. These resulting in four dimension scores for each country.
goals are work-related, as opposed to the “self”- Appendix B summarizes the 16 GLOBE questions
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oriented goals reflected in the Individualism end (four “practices” and four “values” per dimension).
of the I-C scale. Hofstede (2001: 257) himself As in our Hofstede analysis above, we examine the
acknowledges that his labelling of the I-C dimension content validity of the questions used by GLOBE in
might be inappropriate: “Rather than individual/ measuring the two Collectivism dimensions, before
company, I have labelled the 14-goal, 40-country looking at the I-C relationships between Hofstede
Factor 1 individual/collective.” No further comment and GLOBE.
or discussion is provided. Oyserman, Coon, and In the In-group Collectivism questionnaire, all
Kemmelmeier (2002: 3) provide a critical review of the practices questions and two of the values
I-C research, and note that “the specific questions questions relate to the relationship between parents
used (by Hofstede) to assess individualism focused and their children. Four items concern taking pride
on the workplace.” Similarly, in his comment to in each others’ accomplishments (practices ques-
Oyserman et al. (2002), Bond (2002: 74) observes tions 1–11 and 1–23, and values questions 3–11 and
that “The first three work goals bear obvious 3–23); the other two practices questions (1–28 and
relations to individualism y how the last three 1–29) relate to family living circumstances. These
work goals described anything resembling collecti- questions are clearly highly family orientated
vism was, however, a mystery to many.” Support rather than group related. In fact, the word “group”
for changing the nomenclature of Hofstede’s I-C is not used in any of the items. As mentioned
dimension is provided by Gelfand, Bhawuk, Nishii, above, In-group Collectivism is defined as “the

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
440

degree to which individuals express pride, loyalty, Collectivism respectively, and “Family Collectivism”
and cohesiveness in their organizations or families” for GLOBE’s In-group Collectivism. We believe that
(House & Javidan, 2004: 12). But the items do not using these new terms, which we do from here
ask at all about organizations, only about families. on, to characterize the Hofstede and GLOBE I-C
So the dimension also appears to have a somewhat dimensions will help to build sound, logical
misleading label. We propose that in order to theoretical explanations for the seemingly anom-
improve clarity and understanding, we relabel the alous relationships among the I-C dimensions in
“In-group Collectivism” dimension in GLOBE as Hofstede and GLOBE, as well as between these
“Family Collectivism”, reflecting six of the eight I-C dimensions and other external variables of
relevant items. The more appropriate title of Family interest to researchers. These issues are discussed
Collectivism is further supported by the strong in the following sections.
correlation between this dimension and “strength
of family ties” (r¼0.48, po0.01) and “respect for RELATIONSHIPS BETWEEN HOFSTEDE/GLOBE
family and friends” (r¼0.76, po0.01) reported in I-C DIMENSIONS
Gelfand et al. (2004: 486). In the context of culture research, parallel con-
Next, we look at the content validity of the eight ceptualization and measurement of I-C and other
questions used by the GLOBE study to measure dimensions of national culture in the Hofstede and

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Institutional Collectivism practices and values GLOBE studies raises two important questions: one,
(see Appendix B for details). Our analysis indicates are the relationships among similar dimensions
that, as with the Hofstede I-C items, given the of national culture identified in these two studies
content of the questions, the label of Institutional consistent or anomalous, and two, can we explain
Collectivism is somewhat imprecise. A review of the
items used to measure this dimension in GLOBE O
these relationships in a way that is theoretically
sound and intuitively appealing? Table 3 shows the
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shows that the term “group” appears in five of the correlations between the Hofstede Work-orienta-
eight questions in the practices and values batteries tion dimension and the two GLOBE Institutional
combined. This is worrisome, as it is the other Collectivism and Family Collectivism dimensions
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GLOBE Collectivism dimension, In-group Collecti- across both practices and values.
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vism, that emphasises “groups” in its label. Never- As shown in Table 3, of the four correlations
theless, the questions in Institutional Collectivism between Hofstede and GLOBE, two are strongly
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relate broadly to leaders, groups or economic significant: Hofstede’s Work-orientation has a sig-
systems that are elements of the organization of nificant positive relationship with GLOBE Family
societies, businesses, institutions and economies. Collectivism practices (r¼0.76, po0.01) and with
Based on these connections, we believe that Institutional Collectivism values (r¼0.52, po0.01).
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the label of Institutional Collectivism could be Prima facie, both these results seem consistent with
retained. our expectation. However, on closer examination,
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To sum up, based on our examination of the the situation is more complex, as explained below.
content of the items used to measure the I-C
dimensions in Hofstede and GLOBE, we conclude Hofstede Work-Orientation and GLOBE Family
that there are major issues in the correspondence Collectivism Practices (r¼0.76, po0.01)2
between the definition of the I-C dimensions, the Hofstede’s Work-orientation is a measure of values,
items used to measure these dimensions, and not practices. In Hofstede’s surveys, the answers to
the labels used to characterize the dimensions in his items are in response to the following preamble
these two studies. A critical implication of these (Hofstede, 1980: 419): “Please think of an ideal job,
disconnects is that researchers and practitioners disregarding your present job. In choosing an ideal
often attribute meaning and significance to the I-C job, how important would it be to you toy” The
dimensions that are different from what these wording seeks to explore the preferences of respon-
constructs actually represent. Specifically, they dents, just as GLOBE’s values questions do. But,
accept that all these dimensions reflect one single surprisingly, there is a strong positive correlation
bipolar construct, “Collectivism,” which, as our between Hofstede’s Work-orientation values and
analysis shows, is erroneous. In order to align the GLOBE Family Collectivism practices (r¼0.76,
construct labels with their definition and measure- po0.01, see Table 3). While GLOBE considers this
ment, we suggest the term “Self-orientation” vs provides “substantial convergent validity” (Gelfand
“Work-orientation” for Hofstede’s Individualism vs et al., 2004: 475), in our view it would be remiss to

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
441

Table 3 Descriptive statistics and correlations for Hofstede and GLOBE Individualism–Collectivism scores

Min. Max Mean Median s.d. Correlations

(1) (2) (3) (4) (5)


a
(1) Hofstede Collectivism (Work-orientation) 6 91 45.32 40 24.87 1
(2) GLOBE Institutional Collectivism practices 3.25 5.22 4.26 4.28 0.45 0.10 1
(3) GLOBE Institutional Collectivism values 3.89 5.65 4.79 4.84 0.50 0.52** 0.69** 1
(4) GLOBE In-group (Family) Collectivism practices 3.53 6.36 5.11 5.40 0.74 0.76** 0.23 0.52** 1
(5) GLOBE In-group (Family) Collectivism values 4.94 6.52 5.68 5.73 0.36 0.22 0.18 0.26 0.23 1
a
Hofstede’s descriptive statistics are for the Individualism pole, correlations are with the Collectivism pole.
n¼52 countries common between Hofstede and GLOBE studies.
*po0.05, **po0.01 (two-tailed).

simply accept the strong positive correlation as an Baker, 2000: 22). Therefore, following the Maslow/
expected result. In fact, there is reason to expect a Inglehart argument, rich countries are expected to
significant negative correlation between Hofstede’s have a low level of Hofstede’s Work-orientation

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Work-orientation values and GLOBE Family Col- values. On the other hand, we note that rich
lectivism practices, because practices and values countries have low GLOBE Family Collectivism
across seven of GLOBE’s nine dimensions are practices (see Table 1), since parents and children
significantly negative, whereas one relationship is can afford to live separately, and these living
non-significant and only one other is marginally
positive (r¼0.32, po0.10). Thus to the extent that O
arrangements are the basis of two of the four
GLOBE items. Hence the strongly significant posi-
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Hofstede values and GLOBE practices are related, tive relationship between Hofstede’s Work-orienta-
following GLOBE, they could be expected to be tion values and GLOBE’s Family Collectivism
negatively related. We believe that the relationship practices should be expected, since rich countries
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can be understood if we take the view that both score low (and poor countries score high) on both
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dimensions are driven by a third factor, in this case, these dimensions. Thus the relationship is likely
economic prosperity or a lack of it, as explained driven largely by country wealth.
below.
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We know that people living in rich countries tend Hofstede Work-Orientation and GLOBE
to be more individualistic in their outlook than Institutional Collectivism Values (r¼0.52, po0.01)
those in poorer countries. This has been shown by The second, significant positive relationship bet-
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several highly cited research projects over the years. ween Hofstede’s Work-orientation values and
For example, Maslow (1943) shows that people first GLOBE Institutional Collectivism values can also
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satisfy their lowest-level needs, and then move to be explained on the basis of economic prosperity.
satisfy higher-value needs, such as social status. Poor countries have high levels of Hofstede Work-
When the lower- and middle-level needs have been orientation values, as they aspire to fulfil their
met by individuals, their highest goal is to meet lower-level physiological and safety needs (Maslow,
their “self-actualization” needs. These are directed 1943). With this in mind, looking at Hofstede’s
towards accomplishing deeply held ambitions: “A items (Appendix A), we would expect poor-country
musician must make music, an artist must paint, a respondents to want more training opportu-
poet must write if he is to be ultimately happy” nities to improve skills (Question A9), to want to
(Maslow, 1943: 382). Individuals of course can improve their (generally poor) working conditions
best meet these needs by being “themselves” and (for safety) (A12), and to use skills on the job
by not being distracted from self-actualization (to improve low income) (A17), all of which are
through work-orientated objectives. The effect of positive items for Hofstede’s Work-orientation. On
the self-actualization theory described by Maslow the other hand, poor countries have higher Institu-
is supported by Inglehart and Baker (2000). They tional Collectivism values (see Table 1), since they
argue that societal development results in people aspire to the prosperity of rich countries, which is
putting more store by self-expression: “The rise of considered to result from high Institutional Col-
post industrial society (OECD countries) leads to a lectivism practices (Table 1), such as group loyalty
growing emphasis on self-expression” (Inglehart & and group cohesion, that potentially engender

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
442

efficient and effective teams and organizations. Such studies over, say, the last five years in top
Based on this logic, a significant positive relation- international business journals could be reviewed,
ship between Hofstede’s Work-orientation values substituting our relabelled Collectivism dimen-
and GLOBE Institutional Collectivism values is sions for the standard Hofstede and/or GLOBE
warranted, since poor countries are high (and rich labels. This reassessment should provide clearer
countries are low) on both these dimensions. findings and implications in respect of the variables
examined.
WAY FORWARD Finally, Tung and Verbeke (2010: 1271), in a
Based on our detailed analysis of the items used to thought-provoking piece on progressing “distance”
measure the I-C dimensions in Hofstede and studies in international business, discuss a wide range
GLOBE, we find, in several instances, little con- of important issues that have emerged in recent
gruence between the construct labels, the defini- times, and challenge scholars to develop “an impec-
tions of the constructs, and the items used to cable command of the full y arsenal of instruments
measure these constructs. We suggest alternative for measuring distance dimensions and providing
plausible labels for the I-C dimensions in Hofstede distance scores.” We hope we have contributed
and GLOBE that more faithfully represent the items something towards this goal in this paper, at least
used in these studies to measure these dimensions. in respect of cultural distance. However, clearly, more

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We believe that Hofstede’s Individualism–Collecti- needs to be done. We see a need for an additional
vism should be relabelled as Self-orientation vs large-scale, multi-country empirical study on
Work-orientation, and GLOBE’s In-group Collecti- national culture scores, not to reinvent what has
vism as Family Collectivism. This enables us to already been done, but, by careful design, to provide
provide clearer, more precise and logical expla-
nations underlying the significant relationships O
validation or otherwise for the extant national
culture models in respect of their more contentious
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between the Hofstede and GLOBE I-C dimensions, aspects. This should go some way towards meeting
as well as between I-C and other external variables the challenge of determining which culture scores
of interest to researchers, such as national prosper- “hold up y in terms of validity and reliability” and
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ity. This understanding also points to the need which “are most appropriate in the light of the
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for researchers to select carefully from the range of research questions and context at hand” (Tung &
Hofstede/GLOBE I-C scores for future research in Verbeke, 2010: 1271).
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accordance with their real meaning. More specifi-


cally, Hofstede’s “onion diagram” representation of ACKNOWLEDGEMENTS
culture (Hofstede, 2001: 11) views national cultural We are grateful to our area editor, Professor Rosalie
practices and values to be in harmony, in which Tung, and three anonymous reviewers for their
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case one could potentially use Hofstede’s I-C constructive comments and suggestions, which
scores to explain differences in national practices helped greatly in improving the paper. Both authors
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or values relating to self-orientation vs work- contributed equally to the paper, and they are solely
orientation or personal vs professional work goals, responsible for all errors and omissions.
rather than Individualism vs Collectivism per se.
On the other hand, since GLOBE distinguishes
between the practices and values dimensions of NOTES
1
culture, it is reasonable to expect the practices In the course of Hofstede’s research, the ques-
dimensions of culture to be related to phenomena tionnaire items used to measure the dimensions of
that capture society’s current practices in Institu- national culture have been revised several times (see
tional and Family Collectivism, and the values Appendix A for items used/suggested by Hofstede to
dimensions of culture to be related with phenom- measure the I-C dimension across different Values
ena that reflect the future Institutional and Family Survey Modules). As shown in the Appendix, whereas
Collectivism goals, aspirations and preferences of Hofstede’s original IBM survey used 14 items to
societies. measure I-C, different items have been added and
As regards future research in this field, we see a removed over the years in VSM80, VSM82, VSM94
need for a reassessment of, at least, the most recent and VSM08, implying that previous versions were not
empirical studies that have used a national level reliable.
2
Collectivism dimension, based on our more exact A serious anomaly between Hofstede and GLOBE is
interpretation of the Hofstede and GLOBE scores.3 that the term “family” is included in one of the items

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
443

3
in Hofstede to represent the individualism end of the We are grateful to an anonymous reviewer for this
I-C dimension (see Appendix A, IBM survey question suggestion.
4
A18), whereas, in the case of GLOBE, in-group GLOBE instruments are available at: http://
collectivism is based on family relationships. This is www.thunderbird.edu/sites/globe/globe_instruments/
representative of the confusion that exists between index.htm. All items are measured using seven-point
the two models, but which becomes evident only Likert-type scales. The mean country score across
when we compare the items actually used to compile respondents for each item and then across items for
scores for the same or similar dimensions in the two each country is the respective country I-C score for
models. each dimension.

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Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
444

APPENDIX A

Table A1 Hofstede survey questions for Individualism–Collectivism

Work goals Factor Factor score IBM VSM VSM VSM VSM
loadinga coefficientb surveyc 80d 82e 94f 08g

Please think of an ideal job, disregarding your present job. In choosing an ideal job, how important would it be to you to:
Have challenging work to do – work from which you can get a 0.46 0.12 A5
personal sense of accomplishment
Live in an area desirable to you and your family 0.35 .09 A6 13 I-13
Have an opportunity for high earnings 0.01 A7
Work with people who cooperate well with one another 0.37 0.12 A8 8 5(I-8)
Have training opportunities (to improve your skills or learn 0.82 0.27 A9
new skills)
Have good fringe benefits 0.40 0.14 A10
Get the recognition you deserve when you do a good job 0.05 A11
Have good physical working conditions (good ventilation 0.69 0.22 A12 4 2(I-4) 2
and lighting, adequate work space, etc.)
Have considerable freedom to adapt your own approach 0.49 0.14 A13

PY
to the job
Have the security that you will be able to work for your company 0.04 A14 4 4
as long as you want toh
Have an opportunity for advancement to higher-level jobs 0.08 A15
Have a good working relationship with your manager
Fully use your skills and abilities on the job 0.63 O 0.04
0.20
A16
A17
C
Have a job which leaves you sufficient time for your personal 0.86 0.23 A18 1 1(I-1) 1 1
or family life
Have an element of variety and adventure in the job 8
R

Do work that is interesting 6


Have a job respected by your family and friends 9
O

The entries in columns 4–8 in the table refer to the question numbers in Hofstede’s respective survey instruments.
a
Factor loadings over 0.35 (Hofstede, 2001: 214) (loadings over 0.45 are in bold following Hofstede, 2001: 214).
TH

b
Factor score coefficients from factor analysis of 14 work goals in 40 category 1 countries (Hofstede, 2001: 492).
c
Hofstede (2001: 467–474).
d
Hofstede (1980: 419–422)
e
http://stuwww.uvt.nl/~csmeets/manual.html.
f
http://stuwww.uvt.nl/~csmeets/manual.html.
U

g
http://stuwww.uvt.nl/~csmeets/VSM08English.doc.
h
Wording as originally used in the IBM survey, modified in subsequent surveys.
A

.
APPENDIX B
GLOBE SURVEY QUESTIONS FOR INDIVIDUALISM–COLLECTIVISM4

In-Group Collectivism
Practices.
1–11. In this society, children take pride in the individual accomplishments of their parents.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
1–23. In this society, parents take pride in the individual accomplishments of their children.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
1–28. In this society, aging parents generally live at home with their children.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
1–39. In this society, children generally live at home with their parents until they get married.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)

Journal of International Business Studies


Individualism–Collectivism in Hofstede and GLOBE Paul Brewer and Sunil Venaik
445

Values.
3–11. In this society, children should take pride in the individual accomplishments of their parents.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
3–23. In this society, parents should take pride in the individual accomplishments of their children.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
3–29. How important should it be to members of your society that your society is viewed positively by
persons in other societies?
It should not be important at all – It should be moderately important – It should be very important
3–34. Members of this society should:
Take no pride in being a member of the society – Take a moderate amount of pride in being a member of the
society – Take a great deal of pride in being a member of the society

Institutional Collectivism

Practices.
1–7. In this society, leaders encourage group loyalty even if individual goals suffer.

PY
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
1–12. The economic system in this society is designed to maximize:
Individual interests – Collective interests

O
1–29. In this society, being accepted by the other members of a group is very important.
Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
C
1–35. In this society:
Group cohesion is valued more than individualism – Group cohesion and individualism are equally
R

valued – Individualism is valued more than group cohesion (reverse code)


O

Values.
3–7. I believe that in general, leaders should encourage group loyalty even if individual goals suffer.
TH

Strongly agree – Neither agree nor disagree – Strongly disagree (reverse code)
3–12. I believe that the economic system in this society should be designed to maximize:
Individual interests – Collective interests
U

3–36. In this society, most people prefer to play:


A

Only individual sports – Some individual and some team sports – Only team sports
3–37. I believe that:
Group cohesion is better than individualism – Group cohesion and individualism are equally valuable –
Individualism is better than group cohesion (reverse code)

ABOUT THE AUTHORS Sunil Venaik is a senior lecturer at the UQ Business


Paul Brewer is a senior lecturer at UQ Business School, the University of Queensland, Brisbane,
School, University of Queensland, Brisbane, Australia. He obtained his PhD in international
Australia. He obtained his PhD in management business/marketing strategy from the Australian
at the University of Queensland. His research Graduate School of Management at the University
interests include internationalization of the firm, of New South Wales, Sydney. His research interests
psychic and cultural distance, and the globalization include national culture, MNE strategy and man-
of business. He was born in Australia and is an agement, and the impact of FDI in emerging
Australian citizen. E-mail: p.brewer@business.uq markets. Born in India, he is a citizen of Australia
.edu.au. and India. E-mail: s.venaik@business.uq.edu.au.

Accepted by Rosalie Tung, Area Editor, 9 November 2010. This paper has been with the authors for two revisions.

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