Harvey VD (2022) - A Strategic View of Team Learning in Organizations

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Academy of Management Annals

A Strategic View of Team Learning in Organizations

Journal: Academy of Management Annals

Manuscript ID ANNALS-2020-0352.R3

Document Type: Article

Keywords: TEAMS, LEARNING, Group < LEARNING, Organizational < PERFORMANCE


Page 1 of 67 Academy of Management Annals

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6 A STRATEGIC VIEW OF TEAM LEARNING IN ORGANIZATIONS
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10 Jean-François Harvey*
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Associate Professor
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13 HEC Montréal
14 jfharvey@hec.ca
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16 Henrik Bresman
17 Associate Professor
18 INSEAD
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henrik.bresman@insead.edu
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22 Amy C. Edmondson
23 Novartis Professor of Leadership and Management
24 Harvard Business School
25 aedmondson@hbs.edu
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Gary P. Pisano
29 Harry E. Figgie Professor of Business Administration
30 Harvard Business School
31 gpisano@hbs.edu
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*Corresponding author
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44 Acknowledgements
45 This work was supported by the Division of Research at Harvard Business School; the R&D
46 Committee at INSEAD; the Social Sciences and Humanities Research Council of Canada
47 [430-2017-00527]; and the Fonds de Recherche du Québec-Société et Culture [2019-NP-
48 252530]. We also gratefully acknowledge the help of research assistants Camila Bahn,
49 Audrey Bélanger, Gabrielle Lamont-Dobbin, Paige Tsai, and Emily Veloza. We thank
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several colleagues for their insightful comments and feedback in preparing this manuscript,
52 including Linda Argote, Stuart Bunderson, Henry Chesbrough, Johnathan Cromwell,
53 Constance Helfat, Ann Langley, Suzanne Rivard, and David Teece.
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Academy of Management Annals Page 2 of 67

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6 A STRATEGIC VIEW OF TEAM LEARNING IN ORGANIZATIONS
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13 Abstract
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15 Research in strategic management and organizational behavior has increasingly focused on
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17 understanding how organizations achieve and sustain performance in fast-changing
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environments. Strategy research suggests that senior managers, through their decisions,
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22 influence capabilities at the organizational level. Organizational behavior research suggests
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24 that teams, through engaging in learning within and across their boundaries, contribute to
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26 organizational-level capabilities. Only recently have researchers started to link the two sets of
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29 insights, exploring the idea that team learning plays a critical bridging role in how decisions
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31 by senior managers translate into organizational performance outcomes. This paper organizes
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33 these insights into a model of capability development focused on how different kinds of team
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learning routines may support organizational capabilities that create competitive advantage.
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38 The model introduces a strategic view of team learning, highlighting the ability of senior
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40 managers to shape team learning routines effectively as a critical skill because of its role in
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building organizational capabilities. We identify a lack of research in this area and suggest
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45 future directions to address it.
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52 Keywords. team learning, dynamic capabilities, managerial capabilities, organizational design
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3 INTRODUCTION
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6 There is broad and enduring interest in understanding how firms operating in dynamic
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8 environments adapt and change their strategies to sustain superior performance (e.g., Brown
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10 & Eisenhardt, 1997; Helfat et al., 2009; Luciano, Nahrgang, & Shropshire, 2020; Tushman &
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13 Anderson, 1986). One particularly influential body of work in the strategic management
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15 literature focuses on the evolution of a firm s organizational capabilities in a dynamic
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17 environment (Nelson & Winter, 1982), along with the ability to adapt these capabilities for
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strategic change reliably, so-called dynamic capabilities (Eisenhardt & Martin, 2000; Teece,
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22 2007; Teece, Pisano, & Shuen, 1997). More recently, a research stream on the
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24 microfoundations of organizational capabilities has emerged (Helfat & Martin, 2015; Helfat
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26 & Peteraf, 2015; Kor & Mesko, 2013; Schilke, Hu, & Helfat, 2018), driven by an interest in
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29 the role of managerial decisions.
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31 Despite the clear evidence of significant organizational-level effects associated with
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33 managerial decisions (Adner & Helfat, 2003), our understanding of how these decisions
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foster critical organizational-level capabilities remains limited. Scholars have suggested that
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38 to understand the microfoundations of organizational capabilities, we need to turn to the
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40 organizational behavior literature and research on teams1 and, in particular, on team learning
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(Argote & Levine, 2020; Argote & Ren, 2012). Initial insights suggest that intra- and
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45 interteam learning behaviors play a central bridging role between the decisions of senior
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47 managers and the development of organizational capabilities, particularly in fast-moving
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49 contexts (Edmondson, 2002). While this link is intriguing, the research on organizational
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52 capabilities and team learning has remained essentially on parallel paths that rarely cross.
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57 Following Kozlowski and Ilgen, teams are (a) two or more individuals who; (b) socially interact; (c) possess
one or more common goals; (d) are brought together to perform organizationally relevant tasks; (e) exhibit
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interdependencies with respect to workflow, goals, and outcomes; (f) have different roles and responsibilities;
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and (g) are together embedded in an encompassing organizational system, with boundaries and linkages to the
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broader system context and task environment (2006: 79).

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3 This article seeks to merge insights from the two strands of literature by introducing team
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6 learning as a critical link between managerial decisions and strategic outcomes. In doing so,
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8 we offer a detailed review of team learning research, a multilevel model (including the
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10 relationships between managerial decisions, team learning routines, and organizational
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13 capabilities), and a roadmap for further research on how senior managers can help hone team
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15 learning routines for competitive advantage.
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17 BACKGROUND
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In this section we first provide an overview of important intellectual history and definitions.
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22 We then introduce a baseline model before proceeding to outline our review plan aimed at
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24 developing a more complex, multilevel model.
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26 Intellectual History and Definitions
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29 Organizational capabilities: dynamic and operational. The dynamic capabilities
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31 framework emerged from work in strategy that emphasized the critical role of an
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33 organization s distinct resources as a source of competitive advantage (e.g., Penrose, 1959,
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Wernerfelt, 1984). In the late 1990s, Teece and his colleagues focused their theorizing on
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38 how organizations could renew this resource base and defined dynamic capabilities as an
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40 organization s ability to integrate, build, and reconfigure internal and external competences
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to address rapidly changing environments, and suggested that they reflect an organization s
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45 ability to achieve new and innovative forms of competitive advantage (Teece et al., 1997:
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47 516). According to the dynamic capabilities framework, there are two broad categories of
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49 organizational capabilities: dynamic and operational. The latter category is directed toward
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52 leveraging existing activities (Martin, 2011; Schilke et al., 2018). Both categories of
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54 organizational capabilities are instrumental in achieving and sustaining competitive
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56 advantage.
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3 Researchers then began to consider the role of individual managers in dynamic
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6 capabilities. Specifically, Adner and Helfat (2003) showed that even in instances when
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8 managers face the same external context and operate within the same industry,
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10 organizational-level effects associated with managerial decisions are statistically significant.
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13 They introduced the concept of dynamic managerial capabilities and defined it as the
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15 capabilities with which managers create, extend, and modify the ways in which organizations
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17 make a living, thereby introducing an important subcategory in line with the general dynamic
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capabilities framework with a unique focus on managerial impact on strategic change (Helfat
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22 & Martin, 2015; Schilke et al., 2018).
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24 However, while the importance of dynamic managerial capabilities for effective
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26 strategic change in fast-changing contexts is now widely recognized, we are still limited in
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29 our understanding of how they are enacted. Researchers have taken up the question of what
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31 constitutes dynamic managerial capabilities at the individual level. Some have argued that
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33 managerial cognition is a fundamental psychological underpinning of dynamic managerial
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capabilities (Helfat & Peteraf, 2015). Others note that managers emotions are a key
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38 psychological mechanism influencing the long-term adaptability of the organization
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40 (Hodgkinson & Healy, 2011). Yet we know less about how individual-level dynamic
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managerial capabilities translate to organizational-level outcomes. Most commonly, effects
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45 are explicitly or implicitly assumed to be isomorphic across levels of analysis (e.g.,
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47 Hodgkinson and Healy, 2011; Kor & Mesko, 2013). However, by making a leap from
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49 individual traits and actions to organizational outcomes while mentioning the group level
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52 only in passing (Helfat & Peteraf, 2015), we miss incorporating essential insights from the
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54 literature about how organizations work.
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56 It is often said that the sum is greater than the parts. In our context, understanding
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the activities and properties of a team, or a collection of teams, takes more than just adding
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3 them up based on the individual members. Importantly, organizations largely adapt through
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6 learning activities between individuals situated in teams and between teams situated in a
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8 larger organizational context (Argote, 1999; Edmondson, 2002). As these teams change how
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10 they do their work and coordinate with each other, based on their learning, an organization
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13 adapts to a dynamic environment to ensure long-term performance. Without a better
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15 understanding of how these intra- and inter-team learning activities unfold, we miss an
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17 essential link in understanding how organizational capabilities are enacted, especially in
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firms operating in fast-changing environments (Argote & Ren, 2012; Bingham, Heimeriks,
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22 Schijven, & Gates, 2015; Brown & Eisenhardt, 1997).
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24 Team learning and organizational capabilities. The idea that team learning plays a
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26 key role in determining organizational outcomes can be traced back to early work on learning
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29 curves in groups (e.g., Leavitt, 1952) and organizations (e.g., Wright, 1936), which showed
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31 that performance improved with experience. Later work suggested a strong link between
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33 learning curves at the group and organizational levels by demonstrating that one shift in a
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plant, performed by one team of workers, can learn from another shift (Epple, Argote &
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38 Murphy, 1996). In a study of pizza stores, Darr and his colleagues (Darr, Argote & Epple,
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40 1995) found that the unit cost of production declined significantly at individual pizza stores
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as stores owned by the same franchisee gained experience in production as a collective.
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45 Similarly, Ingram and Simons (2002) found that the profitability of a kibbutz agricultural
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47 group improved as a function of the experience accumulated in other groups within the
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49 collective of kibbutzim to which they belonged.
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52 Finding significant learning effects across teams and groups begs the question of what
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54 learning activities teams engage in to achieve this positive outcome. In a multimethod study
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56 of work teams in a manufacturing company, Edmondson (1999) provided an important piece
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of the answer by systematically measuring a team learning routine, specific behaviors
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3 through which a team obtains and processes knowledge that allows it to improve, such as
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6 seeking feedback and asking questions or acquiring information and reflecting on it. Related
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8 research showed that a critical outcome of such learning activities is new knowledge
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10 embedded in a supra-individual repository known as the team s transactive memory system, a
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13 shared system that team members develop to collectively encode, store, and retrieve
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15 knowledge (Argote & Ren, 2012; Wegner, 1987). Often referred to as simply who knows
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17 what, transactive memory has been linked to performance in various settings (e.g., Lewis,
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2004; Liang, Moreland & Argote, 1995).
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22 Edmondson (2002) explored the role of team learning in organizational learning in
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24 subsequent qualitative work, suggesting that organizational learning is local, interpersonal,
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26 varied, and mostly taking place in teams. In a study of pharmaceutical drug development,
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29 Bresman (2010) highlighted vicarious learning behaviors as one specific mechanism by
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31 which learning can spread from one team to the larger organization. However, our
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33 understanding of how team learning activities scale up to the organization based on
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managerial decisions is fragmented and limited (Argote & Levin, 2020). An important
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38 purpose of this review is to help lessen the fragmentation and point toward a fuller
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40 understanding.
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The concept of team learning is an umbrella term for many related concepts and is
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45 likely to remain so (Argote, 1999). To ensure that we advance our understanding, researchers
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47 need to be precise about definitions and approaches (Edmondson, Dillon & Rolloff, 2007).
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49 For this article, we refer to the processes related to team learning as team learning routines. In
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52 the literature on organizational capabilities, patterned behaviors are referred to as routines
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54 (e.g., Cohen et al., 1996). While historically, routines were seen as means for transferring
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56 knowledge across individuals, teams, and organizations (Nelson & Winter, 1982), routines
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have since been recast as dynamic processes (Feldman, 2000; Zahra, Neubaum & Hayton,
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3 2020), which is how we understand the concept. We thus rely on the term team learning
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6 routines to uphold conceptual symmetry with the discourse on organizational capabilities.
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8 However, we use it interchangeably with other common terms such as team learning behavior
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10 (Edmondson, 1999) and team learning activities (Bresman, 2010). Dosi and colleagues
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13 posited that capabilities at the highest level reflects the outcome of a self-organizing,
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15 bottom-up process rather than realization of any comprehensive intention (Dosi, Nelson &
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17 Winter 2000: 2). A premise of this article is that team learning routines are central to this
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emergent bottom-up process in ways that are not fully understood, hindering our
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22 understanding of how senior managers decisions influence the evolution of organizational
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24 capabilities.
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26 Baseline Model
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29 The senior management team plays a central role in the dynamic capabilities framework (e.g.,
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31 Teece, 2007). In the baseline model guiding the review, we see senior managers as directors
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33 who make decisions that create a context in which varied learning routines emerge to develop
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critical organizational capabilities. As such, we view the organization as a multiteam system
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38 (MTS), in which multiple teams pursue different short-term goals but share at least one
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40 common long-term goal, and in so doing exhibit some sort of interdependence with at least
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one other team in the system (Mathieu, Marks, & Zaccaro, 2001, p. 290). In organizations,
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45 multiple teams must share and coordinate the distributed, multi-dimensional tasks needed for
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47 the system to achieve superior performance. Therefore, to enable strategic change, each of
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49 the component teams in the system need to engage in the learning routines most valuable for
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52 the organizational capabilities it supports.
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54 In line with our reasoning, Argote and Miron-Spektor (2011) differentiate between
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56 the active context through which learning occurs and latent context that shapes the active
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context. The active context (i.e., team members) performs tasks, whereas the latent context is
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3 not capable of action. The managerial decisions we refer to in the antecedent box of our
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6 baseline model are decisions by senior managers that shape the latent context, such as which
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8 individuals are members of a team, what tools they have, which tasks they perform, and
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10 under what structures (Argote & Levin, 2020). Ultimately, considering the number of teams
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13 working across a single organization, their learning and the influence of that learning on
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15 capability development, these decisions comprise the strategic leadership needed from senior
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17 managers to influence an overall enterprise (Finkelstein, Hambrick, & Cannella, 2009).
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------ Insert Figure 1 about here ------
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22 Review Plan
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24 We reviewed the past 15 years of team learning research (2007-2021), where team learning is
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26 treated as a team process. This perspective defines team learning in terms of the activities of
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29 the learning process (Edmondson, 1999; see Edmondson et al., 2007). It is rooted in the
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31 input-process-output (IPO) model, which posits that team members behaviors constitute a
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33 process that transforms input conditions into performance outputs (Hackman & Morris, 1975;
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McGrath, 1964). We used a deliberately broad search strategy to identify a set of articles.
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38 Table 1 presents the scope of our review, along with the inclusion criteria we used to select
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40 articles.
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------ Insert Table 1 about here ------
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45 The goal of our review is to consider how managerial decisions give rise to different
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47 learning routines in teams, which in turn shape organizational capabilities a core construct
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49 in strategy research. Our focus on the intersection between strategy and team learning lent
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52 itself to examining studies of real teams in real organizations (rather than lab or student
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54 teams) because it is difficult to simulate the conditions that surround teams at work over time
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56 as they make decisions and confront changes in their context. Moreover, as presented in
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Table 2, identifying 96 studies of real teams in real organizations provided a sufficiently large
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3 set to review, with considerable variety in team task, size, duration, and industry context. We
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6 join a growing stream of work in team effectiveness research that recognizes the value of
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8 field research to understanding the phenomena of teamwork in organizations as well as the
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10 many challenges such research poses (e.g., Kerrissey et al., 2020; Shuffler & Cronin, 2021).
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13 The review uncovered a variety of conceptualizations and measures of team learning that
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15 could be linked to organizational capabilities, in addition to managerial decisions. Thus, we
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17 can provide insights with clear relevance for bridging team learning and strategy research.
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------ Insert Table 2 about here ------
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22 SYNTHESIS OF 15 YEARS OF TEAM LEARNING RESEARCH
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24 Our review of the literature reveals almost as many scales measuring team learning as there
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26 are team learning studies. This measurement heterogeneity poses a challenge for linking this
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29 body of work to strategy research, making it difficult to offer more than generalized linear
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31 relationships, such as learning in teams supports better organizational performance.
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33 Becoming more precise about how team learning differs across studies may help us identify
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relevant choices and trade-offs, essential concepts in strategy scholarship (Pisano, 2017). In
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38 this vein, we first draw from the growing body of work on team learning to understand
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40 conceptual differences in team learning types, and we then use the results of this work to
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guide our integrative review. We see this approach as a promising path forward because it
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45 allows us to gain more specificity about the team learning routines studied over the past 15
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47 years. We hope that the types of team learning that emerge from our review can pave the way
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49 for a set of clearly defined concepts that in turn can be quantified, enabling us to articulate
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52 their relationships with organizational capabilities. Ultimately, predictions associated with
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54 team learning and organizational capabilities should be testable and subject to
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56 disconfirmation.
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3 We took an analytical approach informed by the literature to evaluate each team
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6 learning scale found in the reviewed empirical studies. We adjusted our analytical lenses as
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8 we progressed to ensure that we adhered to criteria for rigorous typologies outlined in the
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10 literature (Delbridge & Fiss, 2013; Doty & Gluck, 1994). Several theory papers propose
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13 types of team learning (e.g., Argote and Miron-Spektor, 2011; Bunderson & Reagans, 2011;
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15 Gebert et al., 2010). We considered each of them as we rated the team learning scales. We
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17 also included other typologies from team research, such as the types of knowledge in team
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mental models (Cooke et al., 2000) and the content of the conflict found in teams (O Neill et
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22 al., 2013). Given the nature of the scales used to measure team learning, however, some
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24 typologies were more challenging to apply that is, we could not determine which type was
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26 present in a study. For instance, in reviewed studies, it was difficult to determine whether
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29 knowledge developed in a team was new to that team, or not a key distinction between
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31 knowledge creation and knowledge retention (Argote and Miron-Spektor, 2011) or if
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33 knowledge shared between team members related to the task or to the process of achieving
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the task.
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38 The dimensions that generated high levels of inter-rater agreement were internal vs.
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40 external and exploration vs. exploitation. Specifically, prior research has distinguished
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between internal and external team learning (Ancona & Caldwell, 1992; Wong, 2004). This
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45 refers to whether learning occurs within the team (carried out by team members in
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47 interactions with each other) or across the boundary between the team and its environment
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49 (carried out by team members interacting with non-members). Team scholars have also noted
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52 that team learning can be oriented towards exploration or exploitation (Edmondson, 2002;
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54 Taylor & Greve, 2006; see March, 1991). Exploration involves creative insights and
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56 developing new things, while exploitation is usually related to knowledge integration and
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doing the same things better or more efficiently.
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3 These conceptual distinctions are compelling. However, the multiple iterations of our
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6 review showed that some team learning scales include items that measure both internal and
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8 external behaviors or fall in the middle of the exploitation-exploration continuum. With the
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10 help of three research assistants, we thus rated all team learning scales again, using a
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13 numerical evaluation: from 0 (internal, exploitation) to 10 (external, exploration). Calculated
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15 with an intra-class correlation based on consistency between raters (Neuendorf, 2002), we
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17 achieved satisfactory levels of inter-rater agreement, ranging from .80 to .89. This allowed us
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to better specify each team learning routine by considering which include patterned behaviors
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22 at the extremes of the two dimensions and those in the middle. Table 3 presents the six
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24 variations in team learning routines that emerged from this review of empirical studies with
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26 team learning measures, along with a representative scale measuring each.
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29 ------ Insert Table 3 about here ------
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31 Team Learning Routines and Organizational Capabilities
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33 To link team learning routines to organizational capabilities, we analyzed the team samples in
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each of the papers reviewed. Two research assistants and the two first authors coded them
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38 based on a common understanding of operational versus dynamic capabilities. Operational
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40 capabilities represent an organization s capacity to exploit its resource base through refining
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processes that repeat, leverage, and sustain past actions; they focus on increasing efficiency
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45 and reducing variation (Martin, 2011). Dynamic capabilities represent an organization s
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47 capacity to purposefully create, extend, or modify its resource base in distinctly different
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49 ways from past actions (Martin, 2011). At the team level, these categories translate into
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52 outcome measures of efficiency or quality for operational capabilities and creativity or
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54 innovativeness for dynamic capabilities. In some papers, however, it was not clear if the
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56 teams studied supported operational capabilities or dynamic capabilities. First, researchers
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tend to assess overall effectiveness or general performance, which can include both
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3 efficiency/quality and creativity/innovativeness. Second, what counts as creative outputs for
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6 some kinds of teams e.g., customer service teams does not necessarily fall in the category
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8 of dynamic capabilities. Similarly, R&D teams performance sometimes may be measured in
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10 process improvements or in sustaining current products and services, thus not fundamentally
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13 contributing to changing the organization s resource base. Fortunately, team studies generally
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15 provide enough information for us to properly assess organizational capabilities by
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17 considering both the outcome measures and the nature of the teams studied. Therefore, we
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began our analysis with a close reading of each study s methods section, and after some
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22 iterations, we achieved satisfactory inter-rater agreement (.81) in our classification. We were
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24 thus able to identify if teams learning routines in the studies we reviewed were supporting
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26 operational or dynamic capabilities.
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29 We found more studies (51) in which the teams performance fit into the operational
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31 capabilities category than into dynamic capabilities. This is unsurprising because there are
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33 more opportunities to gain access to large samples of teams that focus on leveraging the
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present (e.g., sales or production teams) than to large samples of teams creating the future
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38 (e.g., new product development teams). Importantly, teams in the operational capabilities
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40 category are not devoid of innovation or creativity, which can be used to improve current
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organizational processes or goals (Pisano, 2019). Likewise, research and development teams
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45 can take time to improve existing methods or processes (Pisano, 1994). In sum, both kinds of
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47 teams those that develop operational and dynamic capabilities can engage in exploring
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49 and exploiting, but each typically has a dominant aim in one or the other category.
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52 We also found 24 studies that fit into the dynamic capabilities category; the teams
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54 studied had radical creativity or radical innovation as an outcome, focused on performance
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56 factors aligned with the development of new products or services, or studied the quality of
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decisions relating to new market penetration or new product launch. In what follows, we
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3 describe how each type of team learning is linked to one or both types of organizational
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6 capabilities.
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8 Internal-Exploitation learning in support of operational capabilities. This type of
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10 team learning is largely internal and exploitative. About half of the studies with this learning
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13 routine emphasize within-team knowledge-sharing behaviors, which include documents and
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15 reports and know-how or tacit experience with a task with the aim of better coordinating
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17 collective action (Faraj and Sproull, 2000). The other half relied on West and Carter s
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measure of team reflexivity (1998), which emphasizes reflecting on and adapting
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22 accordingly team goals and the methods to reach the goals (see also Schippers, Edmondson,
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24 & West, 2014). The measure demonstrates positive performance benefits for teams that
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26 support operational capabilities.
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29 In particular, research showed that teams that honed such learning routine could better
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31 apply their knowledge to their everyday problems and, as a result, achieved higher quality
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33 output (tax consulting teams in De Jong & Elfring, 2010; medical teams in Schmutz, Lei,
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Eppich, & Manser, 2018), were more effective at meeting task requirements (financial branch
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38 management teams in Aubé, Francoeur, Sponem, & Séguin, 2021; management and project
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40 teams from various sectors in De Dreu, 2007; various teams from energy and petrochemical
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sectors in Choi, Lee, & Yoo, 2010; primary health care teams in Schippers, West, & Dawson,
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45 2012; various teams from various sectors in Van der Vegt, de Jong, Bunderson, & Molleman,
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47 2010a; various teams from the public sector in Hoogeboom & Wilderom, 2020; project teams
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49 in IT industry in Imam & Zaheer, 2021), better satisfied their clients (patient care teams in
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51
52 Romanow, Rai, & Keil, 2018), and generated more revenue for the organization (retail outlet
53
54 teams in Greer, Homan, Hoogh, & Hartog, 2012; sales teams in Sung & Choi, 2012; sales
55
56 teams in Rapp, Bachrach, Rapp, & Mullins, 2014). These teams were seen as more resilient
57
58
59
(various teams from the childcare sector in Hartmann, Weiss, Hoegl, & Carmeli, 2021) or
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1
2
3 more creative (various teams from the IT sector in Hu, Erdogan, Jiang, Bauer, & Liu, 2018;
4
5
6 various teams from different sectors in Zhang, Tsui, & Wang, 2011), as were their members
7
8 (sales teams in Gilson, Lim, Luciano, & Choi, 2013).
9
10 Internal-Exploitation learning also supports continuous improvement or incremental
11
12
13 innovation, such as improving quality or current products or services and considering
14
15 alternative work methods and procedures. For instance, we found this in several studies,
16
17 including one with 96 R&D teams from a large IT company (Cheung, Gong, Wang, Zhou, &
18
19
Shi, 2016), one with 31 global teams representing a common functional area or a phase in the
20
21
22 production process at a multinational mining and minerals processing firm (Gibson, Dunlop,
23
24 & Cordery, 2019), another with 219 stable work teams across the hierarchy operating in
25
26 various industries (i.e., software, manufacturing, telecom, biotech food processing) (Hu &
27
28
29 Randel, 2014), and finally a study of work teams responsible for management and operational
30
31 tasks in the public (87) and private health sectors (69) (Madrid, Totterdell, Niven, & Barros,
32
33 2016). Fall risk reduction teams from small rural hospitals were able to reduce inpatient fall
34
35
36
rates by implementing best practices at the end of projects (Reiter-Palmon, Kennel, Allen, &
37
38 Jones, 2018); self-managing production teams in a large truck manufacturing plant of the
39
40 Volvo Company improved output quality (zero-defect percentage) (Van der Vegt,
41
42
Bunderson, & Kuipers, 2010b); and primary health care teams continuously improved
43
44
45 through enriched working practices, enhanced services for patients, updated administrative
46
47 systems, and more (Schippers, Hartog, Koopman, & Van Knippenberg, 2008). This stream of
48
49 research thus offers considerable support for the positive effects of Internal-Exploitation team
50
51
52 learning on performance improvement across numerous industry contexts.
53
54 Examples also include Jiang and Chen (2016, Study 2), who examined innovativeness
55
56 in the form of manufacturing process improvement and the introduction of new management
57
58
59
policies in 72 stable teams from various functional areas in various industries (i.e., chemical
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1
2
3 products, electronic and electrical equipment and components, medical and optical devices,
4
5
6 banking, and information technology) and found improvements attributable to Internal-
7
8 Exploitation learning. Li, Lin, and Liu (2019) also found that this team learning routine
9
10 boosted incremental creativity adaptations to existing processes/products already used by
11
12
13 the firm in 135 work teams from diverse high-tech industries (i.e., computer systems,
14
15 electronics, communications, optoelectronics, semiconductors, and integrated circuit design),
16
17 and Shin (2014) found that it enabled 98 works teams from the finance, service, and
18
19
manufacturing sectors to be more creative at improving their performance. For their part,
20
21
22 Liang, Shu, and Farh (2018) showed that this form of learning supported 78 pharmaceutical
23
24 R&D teams in improving the quality of products and services. Whether the teams in this
25
26 cluster of studies are more innovative and creative than those in the prior cluster, or whether
27
28
29 the researchers perceived the improvements studied in this way, is difficult to determine. The
30
31 evidence linking team learning to valued performance improvements is striking in its
32
33 consistency.
34
35
36
The results are mixed in the context of teams that support dynamic capabilities. In
37
38 their study of 44 project teams (business development and new product and application
39
40 development) at a biopharmaceutical firm, Jiang and Chen (2016, Study 1) found that teams
41
42
that enacted Internal-Exploitation learning were more innovative. Bresman s (2010) study of
43
44
45 62 teams in the R&D department of large pharmaceutical firms also finds a positive effect of
46
47 this learning. However, in other studies of teams supporting dynamic capabilities, null effects
48
49 on performance outcomes were reported. Notably, this type of team learning did not
50
51
52 influence software quality or project efficiency in Gopal and Gosain s (2010) study of 96
53
54 product development teams. It also did not boost the innovativeness of the 61 R&D teams
55
56 that Litchfield, Karakitapo lu-Aygün, Gumusluoglu, Carter, and Hirst (2018) studied in
57
58
59
manufacturing, software, and electronics companies. Also, studies of 45 and 25 R&D project
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1
2
3 teams at a telecommunications company (Huang, Hsieh, & He, 2014) found no direct
4
5
6 relationships between this learning routine and individual members ability to come up with
7
8 creative ideas, and Huang (2009) found no effect of this team learning routine on the overall
9
10 project performance of 60 high-tech R&D teams. Finally, focusing on performance of
11
12
13 individuals nested in 21 software development teams, Urbach, Fay, and Goral (2010) found
14
15 that this team learning routine supported implementing new working methods and techniques
16
17 in the pursuit of current goals but not in the generation of new goals. Overall, evidence
18
19
between this learning routine and the performance of teams supporting dynamic capabilities
20
21
22 is relatively weak. Part of the explanation for this may be that Internal-Exploitation learning
23
24 is more directly related to improved operational capabilities than to development of dynamic
25
26 capabilities. Still, it s also possible that dynamic capabilities are difficult to measure in the
27
28
29 short term and may take months or years to take shape and yield results.
30
31 External-Exploitation learning in support of operational capabilities. The simple
32
33 shift from an internal to an external learning emphasis creates a second form of team
34
35
36
learning. It captures a team s capacity to gather knowledge from non-members who have had
37
38 similar experiences in the past. In this way, teams can learn vicariously through the
39
40 experience of teams working on a similar project or in other organizations. By learning from
41
42
others experiences, teams help the organization avoid past mistakes or skip unnecessary
43
44
45 steps to complete the team task. It has been studied extensively as an outcome (e.g., Epple et
46
47 al., 1991; Darr et al., 1995), but less as a team process. External-Exploitation learning has
48
49 been shown to support operational capabilities. For instance, Haas (2010) studied 100 project
50
51
52 teams at an international development agency and found that this learning routine predicted,
53
54 albeit weakly, the projects ability to meet objectives (a form of effectiveness). In another
55
56 study of 135 information systems development project teams from two large IT companies
57
58
59
(IT manufacturing and IT outsourcing businesses), Park and Lee (2014) found that this
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1
2
3 learning routine predicted overall performance in terms of productivity, adherence to
4
5
6 schedule and budget, quality of deliverables, and goal achievement. Bresman (2010) studied
7
8 teams supporting dynamic capabilities teams in the R&D department of large
9
10 pharmaceutical firms but found no direct relationship between this type of learning and
11
12
13 team performance. Overall, potentially due to the small number of studies that include it, this
14
15 form of team learning has shown some evidence in direct support of teams performance
16
17 enabling operational capabilities, but not in the context of dynamic capabilities.
18
19
Internal-Balanced learning in support of both operational and dynamic
20
21
22 capabilities. Some team learning is internal and encompasses both exploration and
23
24 exploitation. Most of the studies that assess this learning routine drew from van Knippenberg
25
26 and his colleagues work, which identifies the elaboration of task-relevant information and
27
28
29 perspectives as a key mechanism through which team diversity pays off (Van Knippenberg,
30
31 De Dreu, & Homan, 2004; Van Knippenberg & Schippers, 2007). It presents teams as
32
33 information processors, and focuses on the exchange of information and perspectives
34
35
36 between team members, as well as on the consideration and integration of the latter by team
37
38 members in relation to the team task. The scales developed to assess this learning routine
39
40 (e.g., Kearney et al., 2009) include exploitation-oriented items such as considering all
41
42
43 viewpoints to narrow down options and come to an optimal solution or decision, which is
44
45 similar to the previous form of learning as measured by Carter and West (1998). However,
46
47 Internal-Balanced scales emphasize the uniqueness of the information or viewpoints shared
48
49
50
and considered and thus comprise idea generation activities akin to exploration. We therefore
51
52 use the term balanced to imply that teams that scored high on such scales both explore and
53
54 exploit to a great extent, whereas those that scored low engage in little exploration and little
55
56
exploitation.
57
58
59
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1
2
3 Internal-Balanced learning has been shown to boost the performance of teams that
4
5
6 support operational capabilities. Leroy, Hoever, Vangronsvelt, and Van den Broeck (2020)
7
8 found that goal achievement by 37 teams from a large retail company was positively
9
10 influenced by this learning routine, while Maynard, Mathieu, Gilson, Sanchez, and Dean
11
12
13 (2019) showed that it enhanced output quality and timeliness of 63 global virtual supply
14
15 chain teams (responsible for all software, hardware, and retail store solutions). Kearney,
16
17 Gebert, and Voelpel (2009) showed that this kind of learning heightened overall effectiveness
18
19
(efficiency, outcome quality, goal achievement) of 83 work teams from various functions in
20
21
22 eight different organizations from various industries (i.e., software development,
23
24 pharmaceuticals, insurance, telecommunications, manufacturing, media and entertainment,
25
26 food and energy). Savelsbergh and colleagues found similar results in the banking
27
28
29 (Savelsbergh, Heijden, & Poell, 2009) and construction (Savelsbergh, Gevers, Heijden, &
30
31 Poell, 2012) industries. Also, in their study of 145 work teams from various industries (i.e.,
32
33 telecommunication, heavy equipment, and banking), Chun and Choi (2014) found that
34
35
36
Internal-Balanced learning increased task conflict and decreased relationship conflict, which
37
38 respectively increased and decreased effectiveness in teams. It can also spur continuous
39
40 improvement in production teams (Friedrich et al., 2016), lead to more creativity in stable
41
42
work teams from various industries (i.e., manufacturing, financial services, trading, retailing,
43
44
45 education/training, and IT) (Lu et al., 2017), and more innovativeness from project teams
46
47 tasked with quality control, consulting service, or process improvement (Huang, Liu,
48
49 Cheung, & Sun, 2021).
50
51
52 Internal-Balanced learning has also been shown to boost the performance of teams
53
54 supporting dynamic capabilities. Four studies Gong et al. (2013) in their study of 100 R&D
55
56 teams in the telecommunication, electronics, chemical, aerospace, information technology,
57
58
59
and pharmaceutical industries; Dong et al. (2017) in their study of 43 R&D teams from eight
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1
2
3 high-tech companies; Chi and Lam (2021) in their study of 43 teams involved in the
4
5
6 development and launch of new products in the high-tech industry; and Huang and Liu
7
8 (2021) in their study of 106 special project teams from various industries found that this
9
10 learning routine boosted both the team s and/or the individual members creativity. Similarly,
11
12
13 Stephens and Carmeli (2016) found that this learning routine heightened product performance
14
15 (delivery time, functionality, quality) and adherence to the budget for 122 technological
16
17 innovation project teams (i.e., antenna transmission technology, guided weapons). Others
18
19
found that it heightened the overall performance of 53 innovation teams developing new
20
21
22 consumer goods at industrial R&D companies (Eisenberg et al., 2019) as well as of 52 project
23
24 teams developing technological products in various industries (Carmeli, Levi, & Peccei,
25
26 2021). Finally, across two studies one of 139 innovation project teams from two IT and
27
28
29 pharmaceutical industries, and another of 995 inter-organizational R&D project teams
30
31 Kostopoulos et al. (2011) found that Internal-Balanced learning positively influences the
32
33 team performance.
34
35
36
Contrary to the two previous forms of team learning (Internal-Exploitation and
37
38 External-Exploitation), evidence from the past 15 years indicates that Internal-Balanced
39
40 offers strategic benefits in varied contexts. Indeed, its link with valued performance of teams
41
42
working in support of both operational and dynamic capabilities is salient and consistent
43
44
45 across studies.
46
47 Balanced-Exploitation learning in support of both operational and dynamic
48
49 capabilities. This inclusive form of learning includes most of the team learning behaviors
50
51
52 discussed above taking place inside and outside the team and oriented mostly towards
53
54 exploitation, but with some exploration. It thus encompasses various team learning
55
56 behaviors in terms of the location of information acquired and discussed by team members
57
58
59
and the target of the learning efforts. It is largely influenced by Edmondson s (1999) seminal
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1
2
3 work on team learning, which was conceptualized and measured in a way that included
4
5
6 acquiring and sharing information, asking for help and seeking feedback, and disclosing and
7
8 analyzing errors. As described earlier, we use the term balanced to imply that teams that
9
10 scored high on such scales learn from both inside and outside the team, whereas those that
11
12
13 scored low engage in little learning either inside or outside the team.
14
15 Strong performance benefits have been associated with this encompassing form of
16
17 team learning in the context of teams supporting operational capabilities. For instance,
18
19
Popaitoon and Siengthai (2014) found that among 198 project teams in multinational
20
21
22 companies in the automotive industry, those most engaged in such learning achieved higher
23
24 short-run performance in terms of efficiency, impact on current users, and current business.
25
26 Similarly, both Brueller and Carmeli (2011) who studied 178 work teams from various
27
28
29 industries (i.e., insurance, telecommunications, consumer good, software, and hotel) and
30
31 van Woerkom and van Engen, 2009 (2009) who studied 84 work teams from 38 different
32
33 organizations from other industries (i.e., public sector such as healthcare, education, police,
34
35
36
and private sector such as retail, banking, food, and administration) found that Balanced-
37
38 Exploitation team learning boosted teams overall effectiveness in terms of efficiency and
39
40 output quality. This has also been found in a study of 61 work teams from other industries
41
42
such as tourism, manufacturing, and food and beverage (Abrantes et al., 2018), and in a study
43
44
45 of healthcare teams (Parker & du Plooy, 2021).
46
47 Balanced-Exploitation learning can also make teams more effective at updating how
48
49 they achieve their goals in support of operational capabilities. For instance, Schaubroeck et
50
51
52 al. (2016) and Walter and Van der Vegt (2012) found that stable work teams in various
53
54 industries 82 from IT, healthcare, finance, higher education, and energy, and 27 from
55
56 service, manufacturing, sales, and finance were not only more effective, but also pursued
57
58
59
incremental innovation more effectively and continuously improved their performance when
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1
2
3 they most enacted this learning routine. Other research on neonatal care teams ability to
4
5
6 implement best practices in the context of technological improvement found that this type of
7
8 experiential team learning predicted implementation success, whereas team learning focused
9
10 on obtaining codified external knowledge did not (Tucker et al., 2007).
11
12
13 This type of team learning has also been shown to positively influence the
14
15 performance of teams supporting dynamic capabilities. It was shown to improve the quality
16
17 of strategic decisions such as penetrating occupied or new markets, launching a competitive
18
19
attack or responding to a rival s competitive attack, and choosing core capability, technology,
20
21
22 and products to pursue for 77 top management teams from diverse industries (i.e., food and
23
24 beverages, medical equipment and pharmaceuticals, computers, infrastructure and
25
26 construction, and finance) (Carmeli et al., 2012). Moreover, Hirst et al. (2009) studied 25
27
28
29 R&D teams and found that it pushed team members to be good role models for creativity and
30
31 generate ground-breaking ideas as well as solve particularly complex problems. Therefore, as
32
33 shown with the previous form of team learning, there is evidence of support of Balanced-
34
35
36
Exploitation learning for the performance of teams enabling both operational and dynamic
37
38 capabilities in organizations.
39
40 External-Exploration learning in support of dynamic capabilities. This type of
41
42
learning is external and primarily oriented towards exploration. Most of this research traces
43
44
45 its inspiration back to Ancona and Caldwell s measure of scouting (1992), which built on the
46
47 work of Allen and colleagues (e.g., Allen, 1970, 1977; Allen & Cohen, 1969). These scholars
48
49 showed that teams engage in general scanning for ideas and information about the
50
51
52 competition, the market, or the technology (Ancona and Cladwell, 1992: 641) and that by
53
54 doing so, they access new knowledge that can be recombined with existing knowledge to
55
56 generate ideas and open up new opportunities.
57
58
59
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1
2
3 Few studies of teams in the context of operational capabilities have considered
4
5
6 External-Exploration learning, and the ones that did found no direct effect on performance
7
8 (e.g., neonatal care teams in Tucker et al., 2007; new product development teams in Jiang and
9
10 Chen, 2016). However, it has shown positive performance benefits for teams supporting
11
12
13 dynamic capabilities. Indeed, in their study of 140 new product development project teams
14
15 from manufacturing firms in high- and medium-high-technology sectors, Carbonell and
16
17 Escudero (2019) found that External-Exploration learning enabled teams to develop superior
18
19
products (beating the market). Bresman (2010) found a similar relationship in his study of 62
20
21
22 R&D teams, and Drach-Zahavy (2011) found that 49 interorganizational teams tasked with
23
24 changing the health habits of the members of a community were more effective the more they
25
26 enacted this learning routine. Beyond immediate performance, Popaitoon and Siengthai
27
28
29 (2014) found that project teams could achieve better long-run performance open a new
30
31 market or a new line of products, or develop a new technology if they engaged in this type
32
33 of learning. Similarly, Brion et al. (2012) studied 73 new product development teams in
34
35
36
manufacturing firms. They found that teams that most often enacted this learning routine
37
38 contributed the most new technological competencies for future products for their
39
40 organization. However, this did not consistently lead the new products to have greater
41
42
commercial impact.
43
44
45 Finally, some research suggests that External-Exploration learning must be adopted
46
47 judiciously. Gibson and Dibble (2013) studied 140 humanitarian documentary film-making
48
49 teams and evaluated whether team learning predicted the film s impact and quality as
50
51
52 evaluated by film festival viewers. This can be compared to users or customers evaluating the
53
54 performance of a new product or service. The authors found that this form of learning had a
55
56 curvilinear effect on performance, where moderate amounts of External-Exploration learning
57
58
59
were associated with the highest performance levels. While this caveat is important to
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1
2
3 consider in our analysis of this form of team learning, evidence from the past 15 years
4
5
6 broadly indicates that it translates into valued performance benefits for teams supporting
7
8 dynamic capabilities, but less so for teams supporting operational capabilities.
9
10 Balanced-Exploration learning in support of both operational and dynamic
11
12
13 capabilities. This type of learning routine takes place both inside and outside the team and is
14
15 oriented towards exploration. The scale behind Balanced-Exploration learning includes
16
17 behaviors such as environmental scanning, idea generation and evaluation, experimentation,
18
19
and improvisation. It has been shown to enhance the performance of teams that support
20
21
22 dynamic capabilities. In their study of 142 innovation project teams from two the IT and
23
24 pharmaceutical industries, Kostopoulos and Bozionelos (2011) showed that the degrees of
25
26 innovativeness, quality, and work excellence were higher for teams that most enacted this
27
28
29 learning routine. Zhang and Min (2019) showed similar results in their study of 92 new
30
31 product development teams. In another study, Li et al. (2019) found that it boosted the radical
32
33 creativity discoveries of entirely new processes/products than what the firm currently
34
35
36
does in work teams from various high-tech industries.
37
38 This form of learning has also been shown to support teams supporting operational
39
40 capabilities it has been associated with teams overall efficiency and output quality in a
41
42
study of 71 information technology project teams delivering solutions to business clients
43
44
45 (Magni et al., 2013). In another study, Magni and Maruping found similar results for
46
47 customer-facing teams in the retail and financial industries. Therefore, while relatively
48
49 limited in number, evidence from the papers included in our review indicates that Balanced-
50
51
52 Exploration offers performance benefits for teams supporting both operational and dynamic
53
54 capabilities.
55
56 Summary. Our review shows that research over the past 15 years has explored several
57
58
59
different types of learning routines that can support operational or dynamic capabilities. We
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1
2
3 find that five forms of team learning Internal-Exploitation, External-Exploitation, Internal-
4
5
6 Balanced, Balanced-Exploitation, and Balanced-Exploration can produce performance
7
8 benefits in support of operational capabilities, whereas research has shown that dynamic
9
10 capabilities can be supported by four forms of team learning: Internal-Balanced, Balanced-
11
12
13 Exploitation, Balanced-Exploration, and External-Exploration. It is worthwhile to note that
14
15 three forms of learning from our typology did not emerge from our review: Internal-
16
17 Exploration, External-Balanced, and Balanced-Balanced. We consider each of them later on
18
19
as we reflect on the findings from the review and the opportunities they create for future
20
21
22 research.
23
24 Managerial Decisions and Team Learning
25
26 Now that we have explored the range of routines through which team learning occurs, we
27
28
29 turn to factors that form the context that shapes those routines. Research suggests that
30
31 decisions senior managers make related to design profoundly impact team learning and
32
33 performance, often in ways that are not entirely straightforward (Edmondson, 1999). We
34
35
36
therefore draw from our review to help identify a set of managerial decisions that shape
37
38 learning routines in teams through shaping team design. Team design is typically seen as
39
40 having three aspects: structure, composition, and task (Stewart, 2006). We consider each in
41
42
turn.
43
44
45 Team and Organizational Structure. Structure has been defined as the function and
46
47 status of positions (Thompson, 1967), a system of constraints limiting appropriate behavior
48
49 (Buck, 1966), and internal patterning of relationships (Thompson, 1967). Definitions of
50
51
52 structure tend to emphasize the shaping of actions of organizational members. According to
53
54 this view, entities are more structured when they shape more activities and constrain more
55
56 action (Davis, Eisenhardt, & Bingham, 2009). Researchers typically consider structure as
57
58
59
manifested in three core dimensions: specialization, hierarchy, and formalization (Montanari,
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1
2
3 1979; Weber, 1947). Specialization is the horizontal division of labor (e.g., into tasks and
4
5
6 roles), hierarchy is the vertical division of labor (e.g., into leaders and subordinates), and
7
8 formalization is the explicit articulation of objectives, priorities, and procedures.
9
10 Given that structure constrains action, classic theory might imply that more team
11
12
13 structure is likely to discourage team learning. Yet, empirical research suggests the opposite.
14
15 In a study of production teams in a large high-tech firm, Bunderson and Boumgarden (2010)
16
17 found that team structure helped facilitate Internal-Exploitation learning because it provided
18
19
clarity about each team member s expertise and responsibilities, furthering the development
20
21
22 of a transactive memory system within the team (Liang et al., 1995) and promoting a climate
23
24 of psychological safety in which team members felt safe to take interpersonal risks
25
26 (Edmondson, 1999). Several other studies found a similar relationship between this form of
27
28
29 learning and elements of team structure, namely formalization with regards to team
30
31 membership and the conduct of teamwork (Gibson et al., 2019; Li et al., 2019), group-level
32
33 performance feedback (Van der Vegt et al., 2010a), and extrinsic incentives (Hu and Randel,
34
35
36
2014).
37
38 Bresman and Zellmer-Bruhn (2013) pushed further by investigating the combined
39
40 effects of team- and organizational-level structure, and included two forms of team learning
41
42
(Internal-Exploitation and External-Exploration) in their study of pharmaceutical drug
43
44
45 development teams. They found that team-level structure stimulated both forms of learning
46
47 (see also Li et al., 2019, who found similarly with regards to formalization). However, they
48
49 also found that organizational-level structure was negatively associated with both forms of
50
51
52 learning. Task autonomy constraints mediated the negative relationship between
53
54 organizational structure and both forms of team learning. Importantly, investigating the
55
56 interaction effect between team and organizational structure, the study found that
57
58
59
organizational structure supported External-Exploration learning under conditions of less
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1
2
3 team structure. Specifically, when teams had less team structure, the relationship between
4
5
6 organizational structure and External-Exploration learning was positive. This suggests that
7
8 although more organizational structure seems to hurt this form of learning in general, there
9
10 are situations in which it helps.
11
12
13 Van der Vegt et al. (2010a) found similar dynamics with regards to power asymmetry
14
15 and performance feedback. Their study showed that power asymmetry between team
16
17 members is detrimental to Internal-Exploitation learning when individual performance
18
19
feedback is high or when group performance feedback is low. On the contrary, power
20
21
22 asymmetry boosts Internal-Exploitation learning when individual performance feedback is
23
24 low or when group performance feedback is high.
25
26 Overall, we can conclude that structure is a blunt tool, in part because it encompasses
27
28
29 numerous elements and thus eludes straightforward effects. Managers may wish to take
30
31 multiple levels of structure and their interactions into consideration when making decisions
32
33 about structures to support different forms of team learning, but more research is needed to
34
35
36
identify reliable levers for action.
37
38 Team Composition. Composition refers to how the team is staffed, such as how many
39
40 individuals are on the team and how different or similar they are on a given individual
41
42
attribute (e.g., experience, expertise, demographic) or situational feature (e.g., work location,
43
44
45 functional affiliation) (Bell et al., 2018; Kerrissey et al., 2020). Despite efforts to push the
46
47 field forward with diverse approaches to team composition (Mathieu et al., 2014), the studies
48
49 in our review that considered team composition largely relied on compositional models that
50
51
52 aggregate members attributes or features (Kozlowski & Klein, 2000). Team composition
53
54 variables can be summed up by the sheer size of the team and its boundedness, the tenure of
55
56 team members and membership changes, and generic team members attributes and their
57
58
59
diversity. Synergies or process losses can occur when team members score similarly or
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1
2
3 differently on a given attribute (Edmondson & Harvey, 2018). Team composition factors thus
4
5
6 influence team behaviors, such as the ones at the center of team learning routines, and also
7
8 influence performance (Mathieu et al., 2008). We consider these factors of team composition
9
10 below.
11
12
13 Team size and boundedness. The size of the team the number of team members is
14
15 one of the most common design decisions that managers make. This is reflected in our
16
17 review, with 46 studies that include team size, most often as a control variable. Past research
18
19
suggests that larger teams can accomplish more tasks, and thus are more effective than
20
21
22 smaller teams (Hulsheger et al., 2009). Yet, larger teams may not be better at learning. In
23
24 fact, only four studies showed that team size predicts with small effects different forms of
25
26 learning, namely Internal-Exploitation learning (Haas & Cummings, 2015) and Internal-
27
28
29 Balanced learning (Chi & Lam, 2021; Huang et al., 2021; van Woerkom & van Engen,
30
31 2009). For each of these forms of learning, the great majority of studies found no effect.
32
33 Therefore, evidence is lacking with which to conclude that team size is a predictor on any
34
35
36
form of team learning.
37
38 One study showed that larger teams benefited more from Internal-Exploitation
39
40 learning than smaller teams (Schmutz et al., 2018). Indeed, small teams experienced no
41
42
performance benefits from their learning, whereas average-sized and large teams improved
43
44
45 significantly. Given the insights developed previously about this form of learning, managers
46
47 should be mindful of the size of the teams they design to support operational capabilities.
48
49 Beyond the number of team members on a team, their degree of boundedness is an
50
51
52 increasingly important variable in many organizations. First, individuals are increasingly part
53
54 of multiple teams at once (Edmondson, 2012; Mortensen & Haas, 2018); teams have shifting
55
56 membership (Kerrissey et al., 2020), and many teams span organizational boundaries
57
58
59
(Edmondson & Harvey, 2017; Kerrissey et al., 2020). Among the studies we reviewed, few
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1
2
3 considered these design elements or their influence on team learning; yet they appeared
4
5
6 significant in those that did. Drach-Zahavy (2011) showed that health promotion project
7
8 teams engage in more External-Exploration learning stimulated by part-time or peripheral
9
10 members. In other words, when all team members were highly bounded namely higher
11
12
13 proportions of members who served for the full cycle of the project, worked full-time on the
14
15 project, and contributed equally to the project they engage in less learning. Pushing this
16
17 perspective further, Chan et al. (2021) studied project teams and found that teams engage in
18
19
more External-Exploration learning when team members are immersed in various inter-
20
21
22 organizational project teams or intra-organizational project teams. However, when variety is
23
24 high on both counts, the learning suffers. Overall, this design factor must be used with some
25
26 caution by managers. Teams may benefit from having members who participate in multiple
27
28
29 projects simultaneously, but their learning can suffer when their members are overly
30
31 extended. Boundary-spanning behaviors such as the ones involved in External-Exploration
32
33 learning are demanding for team members (Marrone et al., 2007), so aiming for balance may
34
35
36
be the best solution for managers who want their teams to engage in such a learning routine.
37
38 Team tenure and membership change. The average time individuals have been on a
39
40 team team tenure is another frequently considered design factor in the studies we
41
42
reviewed. Twenty-nine studies involving all forms of team learning included tenure as a
43
44
45 predictor of team learning or control variable, and no direct relationship was significant.
46
47 However, membership changes were shown to affect some forms of team learning.
48
49 While it has been argued that stable teams can develop habitual routines that hinder
50
51
52 their engagement in learning (Gersick & Hackman, 1990; Katz, 1982), team learning research
53
54 has shown the opposite. In a study of cardiac surgery teams, membership stability was found
55
56 to affect Internal-Exploitation learning but not External-Exploitation learning (Edmondson et
57
58
59
al., 2003). The studies we reviewed go in the same direction. For instance, one study of self-
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1
2
3 managing production teams considered the proportion of team members who voluntarily left
4
5
6 the team over a one-year time period and found that it significantly hampered Internal-
7
8 Exploitation learning (Van der Vegt et al., 2010b). In the same vein, Savelsbergh Poell, and
9
10 Heijden (2015) found that membership stability over a year of teamwork positively
11
12
13 influenced Internal-Balanced learning in project teams from various industries. Furthermore,
14
15 a study of R&D teams showed that a change in membership stimulated this latter form of
16
17 learning only for newly formed teams, whereas it hindered learning in long-serving teams
18
19
(Hirst, 2009). In other words, the newcomers can stimulate Internal-Balanced learning
20
21
22 compared to other newly formed teams that remain stable in their membership. Finally, both
23
24 personal and professional familiarity promoted this form of learning in highly virtual settings
25
26 (Maynard et al., 2019).
27
28
29 Membership stability may strengthen the benefits of team learning. In particular,
30
31 Gibson and Dibble (2013) found that teams External-Exploration learning turned into
32
33 performance benefits when they counted on a consistent core set of members. In contrast, it
34
35
36
hurt performance when most members had short-term and varied involvement. Put
37
38 differently, temporary project teams membership stability made it easier to integrate outside
39
40 knowledge into their functioning so as to profit from External-Exploration learning.
41
42
Team generic attributes and diversity. The individual attributes of team members also
43
44
45 can shape team learning and its performance benefits, so they are another key design factor
46
47 that managers may account for (Mathieu et al., 2014). Team member attributes (i.e., team
48
49 members average industry experience) and their distributions (i.e., team educational
50
51
52 diversity) can either serve as the boon or bane of team learning (Edmondson & Harvey,
53
54 2018), and several of the studies included in our review considered such design factors. We
55
56 try to make sense of this vast territory of investigation here.
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59
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1
2
3 Regarding generic team attributes, the average age or gender of team members was
4
5
6 assessed across several studies and showed no or inconsistent effects on the team learning
7
8 routines. Similar null or inconsistent effects were found with leader gender and leader
9
10 industry experience. More interestingly, the average industry experience of team members
11
12
13 was not associated with Internal-Exploitation learning (Bresman, 2010; Bresman & Zellmer-
14
15 Bruhn, 2013), but was positively linked to External-Exploration learning (Bresman &
16
17 Zellmer-Bruhn, 2013). We can assume that more experienced individuals have developed
18
19
more relationships over time; extra-team links that can serve as a springboard for this form of
20
21
22 learning routine (Drach-Zahavy, 2011). Surprisingly, however, team-generic education level
23
24 was rarely assessed and showed inconsistent influence when it was (Carmeli et al., 2021; van
25
26 Woerkom & van Engen, 2009).
27
28
29 We now turn to diversity, which was operationalized in three different ways
30
31 depending on the attribute (see Harrison & Klein, 2007 for a full discussion). Some studies
32
33 considered degrees of separation, that is, the number of differences among team members on
34
35
36
continuous attributes such as age, education, tenure, and experience, each ranging from high
37
38 to low and operationalized using the standard deviation or mean Euclidean distance (e.g.,
39
40 Chan et al., 2021; Gilson et al., 2013; Harvey, 2015; Huang & Liu, 2021; Shemla & Wegge,
41
42
2019). Many studies considered degrees of variety to emphasize variety or the clashes or
43
44
45 complementarities between categorical attributes (i.e., 25-30 years old, rather than the age
46
47 number itself). Age, education level, tenure, experience, but also gender, education domain,
48
49 functional affiliation, ethnicity, and nationality were then operationalized using the Blau or
50
51
52 Teachman index (e.g., Cheung et al., 2016; Drach-Zahavy, 2011; Eisenberg et al., 2019;
53
54 Greer et al., 2012; Jiang & Chen, 2016; Kearney et al., 2009; Kostopoulos & Bozionelos,
55
56 2011; Shemla & Wegge, 2019; Shemla et al., 2020; Van der Vegt et al., 2010a; Zhang et al.,
57
58
59
2011). Finally, some studies considered degrees of disparity, that is, the proportion of
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1
2
3 differences on attributes such as age, education, and tenure, which was operationalized using
4
5
6 the coefficient of variation (standard deviation divided by mean) (e.g., Bunderson &
7
8 Boumgarden, 2010; Jiang & Chen, 2016; Van der Vegt et al., 2010b; Zhang et al., 2011).
9
10 Gender was also considered a disparity in one study that operationalized it with the
11
12
13 proportion of female members on the team (Jiang & Chen, 2016).
14
15 From this extensive review, we can conclude that team learning research has looked
16
17 at the influence of team diversity on team learning and performance in sophisticated ways.
18
19
However, our ability to draw firm conclusions from this research is relatively weak with
20
21
22 respect to learning routines within the team. Insignificant and inconsistent effects are the
23
24 norm with both Internal-Exploitation learning and Internal-Balanced learning. The practical
25
26 implication of these results is, essentially, that diversity is a difficult design factor for
27
28
29 managers to manipulate as a way to influence the learning that occurs inside a team. What
30
31 matters is not so much the objective measure of diversity, but rather how team members react
32
33 to it, which is contingent on factors that fall outside the realm of managerial decisions, such
34
35
36
as team members perception of their differences (Harvey, 2015; Mehta & Bharadwaj, 2015),
37
38 their levels of trust (Cheung et al., 2016), their collective identification with the team (Shemla
39
40 & Wegge, 2019), other personality factors (Kearney et al., 2009), and their leader s visionary
41
42
behaviors and categorization tendencies (Greer et al., 2012).
43
44
45 We arrive at different conclusions for external learning. Although the evidence is
46
47 much more limited, the studies we reviewed showed some patterns. Although Jiang and Chen
48
49 found no relationship between gender, age, or education disparities in work teams supporting
50
51
52 operational capabilities and External-Exploration learning, research on special
53
54 interorganizational project teams in the health sector (Drach-Zahavy, 2011), and temporary
55
56 project teams tackling engineering challenges (Chan et al., 2021) found that External-
57
58
59
Exploration learning was stimulated by deep-level diversity in teams, whether that meant
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1
2
3 members with high degrees of separation between their levels of education (Chan et al.,
4
5
6 2020) or high degrees of variety in their functional affiliations (Drach-Zahavy, 2011).
7
8 Overall, the interpersonal and technical challenges that make it difficult to profit from
9
10 diversity through internal learning (Edmondson & Harvey, 2018) are likely outweighed when
11
12
13 it comes to external learning fueled by the outgroup relationships team members develop
14
15 with others (Ancona & Caldwell, 1998). Managers may be able to integrate this facet of team
16
17 design in decisions when setting up teams to engage in External-Exploration learning.
18
19
Team Task. The final aspect of team design is task design, consisting of guidelines
20
21
22 and task-driven prescriptions for coordinating work tasks (Campion et al., 1993; Cohen &
23
24 Bailey, 1997). Four task-related factors emerged from the review: resources, autonomy,
25
26 interdependence, and complexity.
27
28
29 Resources. We consider resources broadly as a source of supply or support that can be
30
31 drawn on by a team to function more effectively. A study of 98 primary healthcare teams
32
33 found that the physical work environment (spaciousness, quality of the working area,
34
35
36
facilities, and general condition of the building) negatively moderated the relationship
37
38 between Internal-Exploitation learning and team performance, but the team s workload
39
40 positively moderated that relationship (Schippers et al., 2012). Others have found no
41
42
relationship between team workload (De Dreu, 2007), work hours (Tucker et al., 2007), or
43
44
45 resources (the availability of equipment, personnel, and financial resources) and team
46
47 learning routines (Bresman, 2010; Bresman & Zellmer-Bruhn, 2013). And overloaded teams
48
49 engaged in less Internal-Balanced learning (Savelsberg et al., 2012). Overall, the influence of
50
51
52 resources on team learning, according to the review, was not well established. However, we
53
54 are hesitant to draw conclusions from this finding. Resources were rarely a focus in the
55
56 reviewed studies, and the weak relationships may be a function of low variance rather than
57
58
59
the importance of resources per se.
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1
2
3 Autonomy. Teams enjoy varying degrees of task autonomy, with more or less freedom
4
5
6 to make decisions and adapt to changing conditions. Autonomy is typically achieved by
7
8 empowering team members with more information and decision-making authority to
9
10 experience more self-determination (Spreitzer, 1995). Some research suggests that autonomy
11
12
13 may be a hindrance when teams clearly understand their tasks (Manz & Stewart, 1997). In
14
15 this context, clear hierarchical direction can increase efficiency (Adler & Cole, 1993).
16
17 However, most studies find that autonomy improves internal motivation (Cohen & Ledford,
18
19
1994) and allows teams to improve through adaptation to changes in work environments and
20
21
22 demands (Manz & Stewart, 1997; Pearce & Ravlin, 1987). Autonomy helps effective
23
24 intrateam processes develop, making the team as a whole, rather than a leader, responsible for
25
26 performance (Beekun, 1989). Most studies focused on team learning take place in contexts
27
28
29 where team adaptation to contextual demands is helpful, making it unsurprising that our
30
31 review found a largely positive influence on team learning from task autonomy. Indeed, it has
32
33 been found to promote team learning routines directly for Internal-Exploitation (Bresman &
34
35
36
Zellmer-Bruhn, 2013; Jiang & Cheng, 2016) and External-Exploration learning (Bresman &
37
38 Zellmer-Bruhn, 2013), and to positively moderate the relationship between team learning and
39
40 performance for Internal-Exploitation (Urbach et al., 2010) and External-Exploitation
41
42
learning (Haas, 2010).
43
44
45 Interdependence. With a few exceptions (e.g., Park & Lee, 2014), research on
46
47 interdependence in teams focuses on within-team relationships. This is in contrast to
48
49 autonomy, which focuses on the relationship between the team and the outside. In a highly
50
51
52 interdependent team, members depend on each other for materials, knowledge, and inputs
53
54 (Campion et al., 1993). Designing teams with high interdependence motivates team members
55
56 to develop shared expectations about roles, processes, and norms (Stewart & Barrick, 2000).
57
58
59
Research has found that interdependence among members can have a curvilinear relationship
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1
2
3 with performance (Stewart & Barrick, 2000; Wageman, 1995). High and low levels of
4
5
6 interdependence are associated with higher performance than moderate levels of
7
8 interdependence. Interdependence thus ranges from low (members function as individuals) to
9
10 moderate (some member interaction) to high (extensive interaction among members). This
11
12
13 curvilinear relationship possibly explains our inconclusive finding about the relationship
14
15 between interdependence and team learning routines. Several studies found no significant
16
17 relationship (Chuang et al., 2013; De Dreu, 2007; Dong et al., 2017; Gong et al., 2013; Hirst,
18
19
2009; Jiang & Chen, 2016; Magni & Maruping, 2013; Magni et al., 2013). Only for Internal-
20
21
22 Exploitation learning have researchers found a significant and positive relationship between
23
24 interdependence and team learning (Haas & Cummings, 2015; Van der Vegt et al., 2010a).
25
26 Furthermore, one study found that an interdependent relationship with clients promoted
27
28
29 External-Exploitation learning (Park & Lee, 2014).
30
31 Complexity. Task complexity is commonly defined as a task s demand for planning,
32
33 decision-making, and thinking (Hacker, 2003). It describes the degree to which there is a
34
35
36
need to integrate complicated interactions among different mental and physical aspects of a
37
38 task. The opposite of a complex task is a routine task. More complexity requires more
39
40 learning, almost by definition, and other reviews have noted a strong relationship between
41
42
task complexity and team learning (Edmondson et al., 2007). A closer look at the studies
43
44
45 included in our review reveals some nuance to this general finding.
46
47 While some studies found no relationship between team learning and task complexity
48
49 (e.g., Jiang & Chen, 2016; Chun & Choi, 2014; Kearney et al., 2009), a number of studies
50
51
52 reported a strong positive relationship. Teams in one study (Schmutz et al., 2018) engaged in
53
54 more Internal-Exploitation learning when their tasks were more complex, and a similar result
55
56 was found for Internal-Balanced learning (Friedrich, Sjöberg, & Friedrich, 2016). Significant
57
58
59
correlations are also found for both Balanced-Exploitation and External-Exploitation learning
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1
2
3 in a study by Popaitoon and Stiengthai (2014). However, performance benefits from team
4
5
6 learning may be more difficult to reap when a task is highly complex (Haas, 2010; Urbach et
7
8 al., 2010). Indeed, learning may be more demanding and thus take more time when the task is
9
10 highly complex.
11
12
13 Summary. Together this synthesis allows a more detailed framework than our
14
15 baseline model, presented in Figure 2. We can now distinguish between different forms of
16
17 team learning and link them to different kinds of organizational capabilities and to
18
19
managerial decisions that influence team learning to promote performance benefits.
20
21
22 ------ Insert Figure 2 about here ------
23
24 A RESEARCH AGENDA FOR A STRATEGIC VIEW OF TEAM LEARNING
25
26 This review surfaced important insights about reliable patterned behaviors as the source of
27
28
29 learning in organizations: team learning routines. It organizes the insights into a model of
30
31 capability development by linking six team learning routines with organizational design
32
33 decisions that senior managers can make to shape the long-term performance of
34
35
36
organizations. These decisions relate to structure, composition, or task, and they can
37
38 influence both the team learning routines and their performance benefits. In doing so, the
39
40 model introduces a strategic view of team learning, helping move strategy scholars locus of
41
42
attention from market structure to the organizational ability to integrate, build, and
43
44
45 reconfigure competencies (Teece et al., 1997).
46
47 The review specifies meso-level activities that contribute to a strategy perspective that
48
49 emphasizes the importance of the resource base of organizations in adapting to and shaping
50
51
52 the external environment (Helfat et al., 2007). Over time, organizations rely on both
53
54 operational and dynamic capabilities (Helfat & Winter, 2011; Martin, 2011), which
55
56 encompass bundles of routines that is, action patterns that are recurring, selectable, and set
57
58
59
in an organizational context (Cohen et al., 1996; Nelson & Winter, 1982). Through these
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1
2
3 bundles, organizations can move from intention to outcome in a regular and somewhat
4
5
6 predictable manner. To understand how this works, strategy scholars have suggested
7
8 deconstructing organizational capabilities at the micro-level of analysis; this led to significant
9
10 research on the strategic agency of senior managers (Helfat & Martin, 2015; Helfat &
11
12
13 Peteraf, 2015). Managerial decisions have been shown to explain the superior performance of
14
15 organizations (Adner & Helfat, 2003; Schilke et al., 2018). At the same time, the dynamic
16
17 capabilities framework allows for multilevel activities, which can take place on the factory
18
19
floor, in the R&D lab, or the boardroom, but which must be integrated – because only
20
21
22 through the interlocking activities of multiple participants can organizations achieve long-
23
24 term performance (Teece & Pisano, 1994; Teece et al., 1997). Juxtaposing research on
25
26 organizational capabilities and the associated abilities of managers with a review of the team
27
28
29 learning literature allowed us to build a conceptual model that highlights the importance of
30
31 team learning routines in developing organizational capabilities.
32
33 Several new insights emerge from our synthesis of the literature, which help leverage
34
35
36
team learning to a strategic level. We believe that the typology of team-learning routines we
37
38 discerned in the body of studies of team learning serves as a valuable tool for analyzing the
39
40 literature and for conducting future research to add to what is known about the activities that
41
42
comprise work-relevant learning in organizations. Our work thus benefits both the fields of
43
44
45 strategy and organizational behavior. It offers avenues for cross-boundary research that frame
46
47 team learning as a strategic issue, identifies missing categories or knowledge that deserve
48
49 more attention, and helps further our understanding of organizations as multi-team systems.
50
51
52 The model shown in Figure 2 is necessarily complex: no individual research project could or
53
54 should take it on in its entirety. The best way forward is to examine parts of the whole. To
55
56 this end, the model helps surface the complexity of the entire system and what parts have yet
57
58
59
to be thoroughly examined.
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1
2
3 Team Learning Types and their Relationship with Organizational Capabilities
4
5
6 Overall, our review of team learning research provides new insight into how teams can be
7
8 considered the repositories of learning routines in organizations (Argote, 1999; Edmondson,
9
10 2002). This question has been at the center of evolutionary economics for decades (Dosi et
11
12
13 al., 2000; Nelson & Winter, 1982), but the location and features of learning routines have
14
15 largely remained a black box (Cohen et al., 1996; Zahra et al., 2020). Strategy research has
16
17 viewed routines for communication and coordination as necessary to develop and transfer
18
19
knowledge throughout the organization, enabling it to learn and adapt (Helfat & Raubitschek,
20
21
22 2000; Teece & Pisano, 1994; Teece et al., 1997; Winter, 2003). However, the actual activities
23
24 that underpin learning have been left untouched as complex patterns of interactions (Grant,
25
26 1996: 115; Zahra et al., 2020). As our review shows, research in organizational behavior has
27
28
29 developed a broad and deep appreciation of how work teams acquire, process, share, and
30
31 consolidate knowledge through a set of activities that form learning routines. Those routines
32
33 represent a realistic, empirically informed account of multi-person action essential for
34
35
36
building useful theory about organizations and their routines (Cohen et al., 1996).
37
38 Organizational capabilities are said to rest on accumulated learning that can atrophy if not
39
40 exercised (Helfat & Campo-Rembado, 2016: 254), and our review shows that team learning
41
42
research enables a fine-grained understanding of the activities involved in that exercise.
43
44
45 Some of the value of our review lies in the appreciation of the differences in form that
46
47 team learning can take and how these may support different kinds of organizational
48
49 capabilities. Notably, identifying these differences may force future researchers (and
50
51
52 ultimately practitioners) to consider trade-offs related to adopting different types of team
53
54 learning routines. Over the years, dynamic capabilities scholars have emphasized learning as
55
56 a recipe for superior organizational performance, suggesting that organizations must learn to
57
58
59
survive and assuming that more learning is always better. As a result, most theory
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1
2
3 development in that stream of research has neglected strategic choices or trade-offs (Pisano,
4
5
6 2017). Our review shows that organizational learning involves strategic choices, and implies
7
8 that organizations may fail if they make the wrong ones.
9
10 Organizational behavior scholars tend to equate team performance across studies
11
12
13 (e.g., Wiese, Burke, Hernandez, & Howell, 2021). However, despite sharing the same label,
14
15 performance outcomes predicted by team learning in one study (e.g., sales teams) do not
16
17 necessarily equate to those predicted in another (e.g., new product development teams);
18
19
performance can mean many things, including quality, efficiency, innovation, and growth. A
20
21
22 learning routine s impact does not emerge solely from the extent to which it is performed
23
24 (Stadler et al., 2013); some learning routines may generate more valuable knowledge and
25
26 support different performance benefits depending on the context, and others may work best
27
28
29 when practiced not too infrequently nor too frequently. Lack of clarity about the relationship
30
31 between types of team-learning routines and types of task contexts or, as we argue in our
32
33 review, types of organizational capabilities supported by the studied teams hinders our
34
35
36
understanding of the consequences of the learning. This lack of specificity can lead to
37
38 confusing findings potentially contradictory empirical results that could be explained by
39
40 overlooked contextual characteristics such as the ones typically provided in the strategy
41
42
literature. Future research on team learning can therefore benefit from our typology because
43
44
45 it sets parameters that can help contextualize the effectiveness of teams and the
46
47 organizational (capability) benefits of their learning. By explicitly linking team learning with
48
49 organizational capabilities, future research can contribute to a more sophisticated
50
51
52 understanding of when a certain type of team learning is valuable.
53
54 Missing in Action: Managerial Decisions and Team Learning Routines
55
56 Our review of the literature shows that balanced learning in location or focus seems to
57
58
59
produce broader benefits for organizations. Balanced learning routines were shown to
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1
2
3 stimulate the performance of teams working to support both operational and dynamic
4
5
6 capabilities. The opportunity to reflect on an extensive collection of studies of team learning
7
8 in real organizations sheds new light on these dynamics. Engaging in both external and
9
10 internal learning allows teams to bring in new information and also to find ways to apply and
11
12
13 improve its application in their context. The same is true for the focus of learning:
14
15 exploitation, with continuous improvement, can be inadequate when teams confront dramatic
16
17 changes in their environment; exploration without developing ways to streamline and exploit
18
19
new ideas and practices may fail to produce performance results.
20
21
22 Yet, our review also shows that we know very little about the managerial decisions
23
24 that stimulate the balanced forms of team learning. Prior research offers ideas about which
25
26 kinds of decisions may affect balanced team learning routines – notably those related to
27
28
29 structure, composition, and task – but few studies have tested these ideas in empirical
30
31 settings. There is ample room to develop a more comprehensive understanding of how senior
32
33 managers can help shape balanced learning routines in teams.
34
35
36
In addition, more knowledge is needed about how managerial decisions influence
37
38 external learning routines aimed at exploitation. It seems many researchers, at least
39
40 implicitly, equate external learning routines with exploration. While intuitively appealing,
41
42
this mental model has created a blind spot. In fast-moving environments, efficiency can be
43
44
45 critical to success for teams, and they cannot afford to repeat mistakes or reinvent the wheel.
46
47 Therefore, learning routines to exploit knowledge generated by other teams can be crucial
48
49 (Bresman, 2010). Research on how senior managers can help facilitate such learning is thus
50
51
52 an essential direction for future research.
53
54 Our review also shows that team learning research has neglected three forms of team
55
56 learning. First, research has largely ignored Internal-Exploration learning. This is surprising
57
58
59
given its relevance in today s organizations: consider agile methodologies (Beck et al., 2001),
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1
2
3 design thinking (Brown, 2008), and the lean start-up approach (Ries, 2011). Of course, there
4
5
6 is a risk of spending too much time thinking deeply, so as to reduce the uncertainty of a new
7
8 opportunity, rather than experimenting quickly to learn through action. For example, 3M is
9
10 noted for profiting from this kind of learning (e.g., von Hippel, Thomke, & Sonnack, 1999).
11
12
13 Its teams many discoveries through Internal-Exploration learning, including the infamous
14
15 Post-It Note and its many derivative products, support dynamic capabilities by directing
16
17 managers attention towards particular opportunities they can scrutinize further and
18
19
potentially invest resources to seize (Teece, 2007).
20
21
22 Internal-Exploration learning is also valuable when opportunities are being seized.
23
24 Research has shown that products or services take longer to launch and are less successful
25
26 when the teams developing them do not actively engage in this form of learning (Brown &
27
28
29 Eisenhardt, 1995; Wheelwright & Clark, 1992). The routine enables teams to generate new
30
31 insights into problems where critical information is lacking (Thomke, 1998). Teams can
32
33 better assess the feasibility of their ideas because problems reveal themselves through fast
34
35
36
failures, which can then be fixed to achieve better performance on projects (e.g., Thomke &
37
38 Bell, 2001). And it is not just about technology. New products or services must be supported
39
40 by an adequate business model, for instance, using a set of resources for activities that make
41
42
the product or service reasonably priced, allowing for scalable, recurring sales and sustained
43
44
45 profitability and customer satisfaction (Teece, 2010). In short, Internal-Exploration learning
46
47 is at the heart of most strategic endeavors today.
48
49 We thus found it surprising that no scale in the studies that we reviewed focused on
50
51
52 Internal-Exploration learning, especially given that its activities are clear. It seems feasible to
53
54 develop a scale that adequately captures this form of routine. Indeed, Internal-Exploration
55
56 learning allows teams to learn based on members direct experiences of working together on
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58
59
problems through experimentation and trial and error, such as when they develop digital
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3 mock-ups, carry out computer simulations, or build physical prototypes. We urge future
4
5
6 research to include this team learning routine. We need to know more about the managerial
7
8 decisions that affect this form of learning, because it does not come naturally to many teams
9
10 (Lee et al., 2004). In many organizations, intense demand for quick execution and stellar
11
12
13 results may create detrimental conditions to Internal-Exploration learning. Management
14
15 research can help by providing knowledge that senior managers can use to stimulate this form
16
17 of learning in parts of the organization, to leverage its benefits.
18
19
The second form of team learning missing from the team learning routines reviewed
20
21
22 in the literature is External-Balanced learning. Despite its absence, this form of learning
23
24 clearly takes place in organizations. For instance, the External Innovation unit at BT Group, a
25
26 British multinational telecommunications holding company, includes a global scouting team
27
28
29 tasked with gaining insights into new business models, market opportunities and
30
31 technologies, in addition to accompanying customer-facing units that generate incremental
32
33 innovation based on current market needs and customer feedback (Edmondson, Harvey, &
34
35
36
Cromwell, 2018). Operating in various cities, this team of experts builds relationships with
37
38 start-ups and with other large telecommunication firms like Verizon and Bell, as well as with
39
40 corporations in adjacent sectors, including Google and Netflix, and finally they reach out to
41
42
well-established companies to understand best practices, such as Walmart s procurement
43
44
45 capabilities. Given that it exists in the real world, it could be useful to study this type of team
46
47 learning routine.
48
49 The final form of learning that our review failed to surface is Balanced-Balanced
50
51
52 learning. To continue the BT Group example, project teams are sometimes composed of
53
54 personnel from both an external innovation unit and internal customer-facing units to develop
55
56 new products and services, and to implement best practices. In such cases, learning is likely
57
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59
to occur both inside and outside the team and to involve exploration and exploitation.
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1
2
3 However, this learning is also likely to occur over time. Progress in research on team learning
4
5
6 will be hampered by overly comprehensive measures of team learning. Covering multiple
7
8 facets of team learning in one measure was useful, we believe, as the field developed
9
10 (Edmondson & McManus, 2007), but now team learning research may be best served with
11
12
13 more specificity and precision. This can help assess different team learning dynamics, for
14
15 instance, which we discuss further in the limitations of our model.
16
17 Organizations as Multi-Team Learning Systems
18
19
Our review sheds light on the missing link between senior managers decisions and the
20
21
22 organization s capabilities. Strategy scholars generally agree that senior managers must
23
24 leverage knowledge generated by teams to gain and maintain competitive advantage, but they
25
26 often mention teams only in passing (e.g., Eisenhardt & Martin, 2000; Helfat & Raubitschek,
27
28
29 2000; Stadler, Helfat, & Verona, 2013; Teece et al., 1997). Connecting levels of analysis
30
31 helps strengthen the dynamic capabilities framework s contribution to our understanding of
32
33 how organizations achieve long-term performance, and it emphasizes underexplored dynamic
34
35
36
managerial capabilities stemming from team and organizational design. Senior managers
37
38 would gain from developing a holistic understanding of the organization to design teams that
39
40 adequately direct their learning efforts. Indeed, the knowledge generated by teams carrying
41
42
out learning routines can support both operational and dynamic capabilities. So different
43
44
45 teams should engage in different kinds of learning if organizations are to thrive over time.
46
47 Some teams must promote strategic foresight and original inquiry, whereas others must
48
49 facilitate shared understanding and continuous improvement (Edmondson, 2002).
50
51
52 This insight has implications for the growing body of research on multiteam systems
53
54 (MTSs), that is, systems in which multiple teams pursue different short-term goals but share
55
56 at least one common long-term goal and thus exhibit interdependence with other teams in the
57
58
59
system (Mathieu et al., 2001, p. 290). An organization is a multi-team learning system. For
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2
3 instance, some teams across an organization may look to gain production efficiency, others
4
5
6 may look to excel at customer relations, whereas others may aim to develop ground-breaking
7
8 technologies or to set sound pricing strategies for products and services. The list of short-term
9
10 goals is manifold, and these different teams can be more or less interdependent. Yet they all
11
12
13 share a common goal: they all work towards making sure the organization achieves long-term
14
15 performance. The model developed from our review contributes to the view of strategic
16
17 leadership developed by Finkelstein and colleagues (2009, p. 5), in that it implies
18
19
substantive decision-making responsibilities, beyond the interpersonal and relational aspects
20
21
22 usually associated with leadership.
23
24 However, for a strategic view of team learning to gain traction and have an impact
25
26 beyond organizational behavior, future team learning research must continue to provide detail
27
28
29 about the nature of the teams studied, beyond the outcome measures and how they are
30
31 operationalized. Ideally, future research would start distinguishing between teams with
32
33 different types of short-term goals when various teams are examined in a same study. Full
34
35
36
data availability, or at least an appendix that includes correlations tables and models for
37
38 teams with different goals, can help build a strategic view of team learning, facilitating future
39
40 reviews or meta-analyses.
41
42
Developing a strategic view of team learning also places significant demands on
43
44
45 future strategy research because it requires a detailed picture of common features and subtle
46
47 differences across multiple organizations, which make empirical research particularly
48
49 demanding. For instance, future research could study samples of organizations in which most
50
51
52 teams are surveyed about their learning routines to develop learning diversity indices or
53
54 learning archetypes reflecting the various forms of learning pursued by each organization s
55
56 teams. It may then be possible to assess the influence of design factors on which senior
57
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59
managers made decisions in the organizations or to predict long-term organizational
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3 performance, and make significant contributions. This is a goal for strategy and team learning
4
5
6 researchers, promising to further develop a strategic view of team learning.
7
8 Limitations
9
10 As noted earlier, the concept of team learning is an umbrella term for many related concepts
11
12
13 (Argote, 1999). To ensure that we advance our understanding, researchers need to be precise
14
15 about definitions and approaches. For the purposes of this article, we focus on processes
16
17 related to team learning, which we termed team learning routines. Others have
18
19
conceptualized team learning as an outcome or as task mastery (see the review by
20
21
22 Edmondson et al., 2007). It is important to bear this boundary condition in mind when
23
24 interpreting the our review s findings.
25
26 We focus on managerial decisions, or design factors, in association with team
27
28
29 learning. However, there are emergent states or climate factors that can directly influence
30
31 how learning occurs across an organization. For instance, future research could look at the
32
33 role of senior managers in shaping a robust holding environment (Petriglieri & Petriglieri,
34
35
36
2018), characterized by psychological safety, where teams can resolve challenging dilemmas
37
38 and disagreements. Nurturing the learning climate of teams involves more than just making
39
40 design decisions (see Harvey, Leblanc, and Cronin, 2019). Senior managers capacity to
41
42
create a robust holding environment where team learning can emerge is an important
43
44
45 direction for future research.
46
47 Also, in this review, we do not fully account for the role of the external context
48
49 (Malone et al., 2016). For example, seminal work in the strategy literature points to two
50
51
52 dimensions of newness technology and market that have critical implications for how to
53
54 approach the innovation process (Abernathy & Clark, 1985). These authors argued that an
55
56 inability to identify where a project is positioned in relation to these dimensions, and to
57
58
59
analyze the organizational and competitive implications of this position, was an important
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1
2
3 cause of project failure. Suppose the technology associated with an innovation is
4
5
6 characterized by a high degree of newness. In that case, it is likely to not fit within the
7
8 established operations, requiring an investment in new systems and knowledge to support the
9
10 new technology. Similarly, if market newness is high, then the innovation is likely to disrupt
11
12
13 linkages to existing markets, and customer needs may not be well understood, such that
14
15 investments must be made in building new customer relationships. Such external contextual
16
17 factors will necessarily matter for team learning and are an important focus of future
18
19
research. To be precise and practical, team learning research requires theory that identifies a
20
21
22 typology of essential team learning routines comprehensively and formulates testable
23
24 propositions about how these routines affect outcomes that fit the specific task context.
25
26 Finally, our model reflects the static, cross-sectional nature of the studies that we
27
28
29 reviewed. A lot has been said about the need to include dynamics in team research (e.g.,
30
31 Cronin et al., 2011) and team learning in particular (Argote et al., 2020). At the individual
32
33 level, learning involves both action (trying new things) and reflection (thinking about new
34
35
36
things) in dynamic, often alternating, phases. While a team that only acts will not learn, there
37
38 is a risk that a team that only reflects creates merely the illusion of learning (members
39
40 incorrectly think they learn because they equate learning to reflection). But that illusion will
41
42
be punctured eventually, as no progress occurs. It is in the back and forth between action and
43
44
45 reflection that team learning, and through it, organizational learning occurs (Edmondson,
46
47 2002). Our review, especially in its coverage of the balanced forms of learning, suggests an
48
49 analogous insight about both exploiting and exploring, and staying within and going outside
50
51
52 the team to learn. This perspective is consistent with March s original (1991) thinking about
53
54 organizational learning, in which he described the ease of failing to balance exploitation with
55
56 exploration, and with Argyris work (1977) on the need for a balance of advocacy with
57
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59
inquiry, for managers to learn and better shape organizational strategy in a changing world.
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3 However, the balanced forms of learning have seldom been studied with longitudinal
4
5
6 methods (i.e., latent change score or latent growth modelling) and the dynamic nature of team
7
8 learning has therefore not been fully captured. Indeed, studies rarely include more than one
9
10 kind of team learning routine. Findings from studies that do include multiple kinds of team
11
12
13 learning at times suggest that different forms of learning are complements (e.g., Bresman,
14
15 2010; Jansen, Kostopoulos, Michalache, & Papalexandris, 2016; Kostopoulos & Bozionelos,
16
17 2011) and at times that they are substitutes (Wong, 2004). These seemingly contradictory
18
19
findings are, at least in part, explained by the measures and context of the specific studies.
20
21
22 For example, Wong s (2004) study focuses on team efficiency in a relatively stable setting
23
24 whereas Bresman s study (2010) takes a broader view of performance in an unambiguously
25
26 innovation-driven setting. In particular, longitudinal approaches promise to increase our
27
28
29 understanding of how different team learning routines interact in different settings and,
30
31 perhaps more importantly, identify the ideal sequencing or growth potential of different
32
33 forms of team learning. Much more research is needed to further our understanding of
34
35
36
learning over time in teams.
37
38 CONCLUSION
39
40 The purpose of this review was to examine the bridging role of team learning between senior
41
42
managers decisions and organizational capabilities, using the dynamic capabilities
43
44
45 framework as a conceptual springboard (Teece et al., 1997). The model that emerged
46
47 includes connections between six distinct team learning routines and the development of
48
49 organizational capabilities. Furthermore, it identifies a set of design levers related to
50
51
52 structure, composition, and task that senior managers can use to shape team learning routines
53
54 for strategic outcomes. While the role of team learning in building organizational capabilities
55
56 has been noted by scholars, how senior managers can shape team learning routines is a
57
58
59
question that has been overlooked. We believe that complementing the manager-focused
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3 analysis of microfoundations in strategy with a team-based approach helps extend our
4
5
6 understanding of capabilities as they unfold to support the superior performance of
7
8 organizations. Attention to the role of team learning routines as a link between managerial
9
10 capabilities and strategic outcomes should help build the foundation for a strategic view of
11
12
13 team learning, opening up important paths for future research in the fields of strategic
14
15 management and organizational behavior.
16
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13 behaviors and performance: A meta-analysis of direct effects and moderators. Group
14 & Organization Management.
15 Winter, S. G. 2003. Understanding dynamic capabilities. Strategic Management Journal,
16 24(10): 991-995.
17 Wong, S.-S. 2004. Distal and local group learning: Performance trade-offs and tensions.
18 Organization Science, 15(6): 645-656.
19
Wright, T. P. 1936. Factors affecting the costs of airplanes. Journal of Aeronautical Science,
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21 3: 122-128.
22 Zahra, S. A., Neubaum, D. O., & Hayton, J. 2020. What do we know about knowledge
23 integration: Fusing micro-and macro-organizational perspectives. Academy of
24 Management Annals, 14(1): 160-194.
25 Zhang, A. Y., Tsui, A. S., & Wang, D. X. 2011. Leadership behaviors and group creativity in
26 Chinese organizations: The role of group processes. The Leadership Quarterly,
27
28
22(5): 851-862.
29 Zhang, Z., & Min, M. 2019. The negative consequences of knowledge hiding in NPD project
30 teams: The roles of project work attributes. International Journal of Project
31 Management, 37(2): 225-238.
32 Zhao, G., Chiu, H. H., Jiao, H., Cheng, M. Y., & Chen, Y. 2021. The effect of person-team
33 conscientiousness fit on knowledge sharing: The moderating role of internal team
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environment. Group & Organization Management.
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3 TABLES
4
5
6 Table 1. Scope of Review and Inclusion Criteria
7
8 Database PsycINFO / Business Source Premier / ABI/INFORM (ProQuest) / Web of Science
9 Search team learning / group learning / team reflexivity / group reflexivity / team
10 Terms knowledge / group knowledge / team boundary spanning / group boundary
11 spanning / team cross-boundary / group cross-boundary / team information /
12 group information / team experimentation / group experimentation / team
13 improvisation / group improvisation / team communication / group communication
14 / communication routine / communication routine / team AND information
15 elaboration / group AND information elaboration / team AND knowledge
transfer / group AND knowledge transfer / team AND knowledge sharing /
16
group AND knowledge sharing / team AND knowledge creation / group AND
17
knowledge creation / team AND learning routine / group AND learning routine
18
Journals Academy of Management Discoveries; Academy of Management Journals; Administrative
19
FT50 Science Quarterly; Entrepreneurship Theory and Practice; European Journal of Work and
20 Journals in Organizational Psychology; Global Strategy Journal; Group Dynamics: Theory,
21 Management Research, and Practice; Group & Organization Management; Human Resource
22 and Select Management; Human Resource Management Journal; Industrial and Corporate Change;
23 Journals in Information Systems Research; International Journal of Project Management; Journal of
24 OB and Applied Psychology; Journal of Business Research; Journal of Business Venturing;
25 Strategy or Journal of International Business Studies; Journal of Management; Journal of
26 on Teams Management Information Systems; Journal of Management Studies; Journal of
27 Occupational and Organizational Psychology; Journal of Operations Management;
28 Journal of Organizational Behavior; Journal of Product Innovation Management; Journal
29 of World Business; Leadership Quarterly; Long Range Planning; Management Science;
30 Manufacturing and Service Operations Management; MIS Quarterly; Organization
31 Science; Organization Studies; Organizational Behavior and Human Decision Processes;
32 Personnel Psychology; Production and Operations Management; Research Policy; Small
33 Group Research; Strategic Entrepreneurship Journal; Strategic Management Journal;
34 Strategic Organization; Strategy Science; Technovation
35 Years 2007-2021
36 Type of Empirical; real teams in real organizations.
37 Research
38 Conceptual Study includes team learning measures and performance outcomes (i.e., quality,
39 Clarity efficiency, innovation, etc.) and/or managerial decisions (i.e., size, structure,
40 interdependence, etc.).
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3 Table 2. Article Selection for Review
4
5
6 Articles extracted with Number Number
Articles extracted with
7 complexe keyword of articles of articles
Journals simple keyword
8 (ex: ''team learning'')
(ex: "team'' AND considered included
9 ''knowledge sharing'') for review in review
10 Academy of Management Discoveries 1 0 1 0
11 Academy of Management Journal 14 10 24 5
12 Administrative Science Quarterly 5 2 7 0
13 Entrepreneurship Theory and Practice 0 1 1 0
14 European Journal of Work and Organizational Psychology 12 4 16 6
15 Global Strategy Journal 0 4 4 0
16 Group & Organization Management 19 7 26 13
17 Group Dynamics: Theory, Research, and Practice 16 1 17 1
Human Relations 13 7 20 5
18
Human Resource Management 7 5 11 2
19
Human Resource Management Journal 0 2 2 0
20 Industrial and Corporate Change 1 2 3 0
21 Information Systems Research 2 4 6 1
22 International Journal of Project Management 16 20 36 11
23 Journal of Applied Psychology 16 9 25 9
24 Journal of Business Research 16 21 37 3
25 Journal of Business Venturing 0 1 1 0
26 Journal of International Business Studies 2 5 7 2
27 Journal of Management 11 3 14 7
Journal of Management Information Systems 7 2 9 1
28
Journal of Management Studies 3 2 5 1
29 Journal of Occupational and Organizational Psychology 4 3 7 3
30 Journal of Operations Management 2 1 3 0
31 Journal of Organizational Behavior 13 9 22 5
32 Journal of Product Innovation Management 14 13 27 3
33 Journal of World Business 2 5 7 0
34 Leadership Quarterly 4 2 6 1
35 Long Range Planning 1 3 4 0
36 Management Science 5 8 13 1
37 Manufacturing and Service Operations Management 2 0 2 0
MIS Quarterly 2 3 5 2
38
Organization Science 15 11 26 6
39
Organization Studies 4 1 5 0
40 Organizational Behavior and Human Decision Processes 12 5 17 1
41 Personnel Psychology 1 0 1 0
42 Production and Operations Management 0 2 2 0
43 Research Policy 1 11 12 0
44 Small Group Research 52 8 60 5
45 Strategic Entrepreneurship Journal 1 0 1 0
46 Strategic Management Journal 1 5 6 0
47 Strategic Organization 4 0 4 1
Strategy Science 1 0 1 0
48
Technovation 4 5 9 1
49
Total 306 207 512 96
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3 Table 3. Typology of Team Learning Routines found in the Literature
4
5
Team Learning Routine Empirical Studies Example of Scale
6
7 Internal-Exploitation
Aubé et al., 2021; Bresman, 2010; Bresman & Zellmer-
8 Bruhn, 2013; Bunderson & Boumgarden, 2010; Chan et
9 Internal al., 2020; Cheung et al., 2016; Choi et al., 2010;
10 Chuang et al., 2013; De Dreu, 2007; De Jong & Elfring, Carter & West (1998)
11 2010; Flu et al., 2021; Gibson et al., 2019; Gilson et 1. In this team we often review the feasibility of
12 al., 2013; Gopal & Gosain, 2010; Greer et al., 2012; our objectives.
13 Haas & Cummings, 2015; Hartmann et al., 2020; 2. In this team we often discuss the methods used
14 Harvey et al., 2019; Hoogeboom & Wilderom, 2020; to get the job done.
15 Exploration Exploitation Hu & Randel, 2014; Hu et al., 2017; Huang, 2009; 3. In this team we regularly discuss whether we are
16 Huang et al., 2014; Imam & Zaheer, 2021; Jiang & working effectively together.
17 Chen, 2016; Li et al., 2019; Liang et al., 2018; 4. In this team we modify our objectives in light
18 Litchfield et al., 2018; Madrid et al., 2016; Rapp et al., of changing circumstances.
19 2014; Reiter-Palmon et al., 2018; Romanow et al., 5. In our team we often review our approach to
20 2018; Schippers et al., 2008; Schippers et al., 2012; getting the job done.
21 External Schmutz et al., 2018; Shin, 2014; Sung & Choi, 2012;
22 Urbach et al., 2010; Van der Vegt et al., 2010a; Van der
23 Vegt et al., 2010b; Zhang et al., 2011; Zhao et al., 2021
24
External-Exploitation
25
26 Internal Bresman (2010)
27
1. Going out to gather information regarding who
28
to contact for advice about how to complete the
29
task.
30 2. Observing the work of others outside the team
31 to extract lessons to be applied to the task.
32 Exploration Exploitation Bresman, 2010; Chueng et al., 2013; Haas, 2010; Park 3. Inviting people from outside the team to
33 & Lee, 2014 discuss how to avoid repeating past mistakes.
34 4. Talking to people outside the team about past
35 failures to determine ways of improving the work
36 process.
37 5. Reflecting on what has worked in the past
38 External together with people outside the team with
39 experience from similar tasks.
40
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Team Learning Routine Empirical Studies Example of Scale
3
4 Internal-Balanced
5
6 Internal
7 Kearney et al. (2009)
8 Brykman & King, 2021; Carmeli et al., 2021; Chi & 1. The members of this team complement each
9 Lam, 2021; Chun & Choi, 2014; Dong et al., 2017; other by openly sharing their knowledge.
10 Eisenberg et al., 2019; Friedrich et al., 2016; Gong et 2. The members of this team carefully consider all
11 al., 2013; Harvey, 2015; Hirst, 2009; Huang & Liu, perspectives in an effort to generate optimal
12 Exploration Exploitation 2021; Huang et al., 2021; Kearney et al., 2009; solutions.
Kostopoulos et al., 2011; Leroy et al., 2020; Lu et al., 3. The members of this team carefully consider the
13
2017; Maynard et al., 2019; Mehta & Bharadwaj, 2015; unique information provided by each individual
14
Savelsbergh et al., 2009; Savelsbergh et al., 2012; team member.
15
Savelsbergh et al., 2015; Shemla & Wegge, 2019; 4. As a team, we generate ideas and solutions that
16
Shemla et al., 2020; Stephens & Carmeli, 2016 are much better than those we could develop as
17
External individuals.
18
19
20
21
Balanced-Exploitation
22 Edmondson (1999)
23 1. We regularly take time to figure out ways to
24 Internal improve our team's work processes.
25 2. This team tends to handle differences of opinion
26 privately or off-line, rather than addressing them
27 directly as a group.
Abrantes et al., 2018; Brykman & King, 2021; Brueller
28 3. Team members go out and get all the
& Carmeli, 2011; Carmeli et al., 2012; Dimas et al.,
29 information they possibly can from others-such as
2020; Hirst et al., 2009; Parker & du Plooy, 2021;
30 Exploration Exploitation customers, or other parts of the organization.
Popaitoon & Siengthai, 2014; Schaubroeck et al., 2016;
31 4. This team frequently seeks new information that
Tucker et al., 2007; van Woerkom & van Engen, 2009;
32 leads us to make important changes.
Walter & Van der Vegt, 2012
33 5. In this team, someone always makes sure that
we stop to reflect on the team's work process.
34
6. People in this team often speak up to test
35
External assumptions about issues under discussion.
36
7. We invite people from outside the team to
37
present information or have discussions with us.
38
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42
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2 Team Learning Routine Empirical Studies Example of Scale
3
External-Exploration
4
5
Internal
6
7
8 Ancona & Caldwell (1992)
9 1. Finding out what competing firms or teams are
10 Bresman, 2010; Bresman & Zellmer-Bruhn, 2013; doing on similar projects.
11 Brion et al., 2012; Carbonell & Escudero, 2019; Chan 2. Scanning the environment inside or outside the
Exploration Exploitation
12 et al., 2021; Drach-Zahavy, 2011; Gibson & Dibble, organization for marketing ideas/expertise.
13 2013; Jiang & Chen, 2016; Popaitoon & Siengthai, 3. Collecting technical information/ideas from
14 2014; Tucker et al., 2007; Vera et al., 2016 individuals outside the team.
15 4. Scanning the environment inside or outside the
16 organization for technical ideas/expertise.
17 External
18
19
20
21 Balanced-Exploration
22
23 Internal
24
Kostopoulos and Bozionelos (2011)
25
1. Team members were systematically searching
26
for new possibilities.
27
2. Team members offered new ideas and solutions
28
Kostopoulos & Bozionelos, 2011; Li et al., 2019; to complicated problems.
29 Exploration Exploitation
Magni & Maruping, 2013; Magni et al., 2013; Zhang & 3. Team members experimented with new and
30
Min, 2019 creative ways for accomplishing work.
31 4. Team members evaluated diverse options
32 regarding the course of their work.
33 5. The members of our team developed many new
34 skills while performing their tasks.
External
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Page 65 of 67 Academy of Management Annals

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3 FIGURES
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7
8 Figure 1. Baseline Model
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3 Figure 2. Detailed Model Emerging from Review
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Page 67 of 67 Academy of Management Annals

1
2
3 Jean-François Harvey is an associate professor in the Department of Entrepreneurship and
4
5
Innovation at HEC Montréal. His research focuses on how individuals, teams and
6 organizations learn and adapt, in particular in uncertain and ambiguous contexts. Harvey
7 received his Ph.D. from HEC Montréal, was a visiting scholar at the University of California,
8 Berkeley, and completed a two-year postdoc at Harvard Business School.
9
10 Henrik Bresman is an associate professor of organizational behavior at INSEAD. His
11
research focuses on learning and change in complex organizations, with particular emphasis
12
13 on teams, and has been published in scholarly journals such as Academy of Management
14 Journal and Organization Science. He received his Ph.D. from the Massachusetts Institute of
15 Technology.
16
17 Amy C. Edmondson is the Novartis Professor of Leadership and Management at Harvard
18 Business School. Her research examines psychological safety and teamwork in complex
19
organizations and has been published in scholarly journals including AMJ, AMR, and AMD.
20
21 Edmondson received her PhD in organizational behavior, AM in psychology and AB in
22 engineering and design from Harvard University.
23
24 Gary P. Pisano is the Harry E. Figgie, Jr. Professor of Business Administration and Senior
25 Associate Dean at the Harvard Business School. His research explores how organizations
26 innovate, learn, compete, and grow, and has been published in such scholarly journals as
27
28
Administrative Science Quarterly, Management Science, American Economic Review-
29 Insights, Decision Sciences, and Strategy Science. Pisano received his Ph.D. from the
30 University of California, Berkeley and a B.A. in economics from Yale.
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