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A Process Perspective On Organizational Routines
A Process Perspective On Organizational Routines
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Jennifer Howard-Grenville
University of Oregon
Lundquist College of Business
Department of Management
Eugene, OR 97403-1208, USA
jhg@uoregon.edu
Claus Rerup
Western University
Ivey Business School
Department of Organizational Behavior
Office 2308, 1255 Western Road, London,
ON, Canada, N6G 0N1
crerup@ivey.uwo.ca
PUBLISHED:
Acknowledgements. We thank Mohamed Hassan Awad for valuable assistance with our review
of the literature, and Martha Feldman, Brian Pentland, and Hari Tsoukas for valuable feedback
on an earlier version of the manuscript.
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Organizations use routines to accomplish work (Nelson and Winter, 1982). Routines are the
storehouses of organizational memory, often representing specialized or tacit knowledge, and are
valuable building blocks of organizational capabilities (Dosi, Faillo, and Marengo, 2008; Winter
and Szulanski, 2001). To adapt, organizations must learn new routines or reconfigure old ones
(Christianson, Farkas, Sutcliffe, and Weick, 2009; Edmondson, Bohmer, and Pisano, 2001).
Further, endogenous change in routines can lead to adaptations that influence how organizations
function (Feldman, 2000). In other words, scholarship from a broad swath of theoretical
traditions affirms a central connection between organizational routines, organizing, and change.
We explore how organizational routines have been studied from a process perspective, and how
Nelson and Winter characterized routines as “regular and predictable behavior patterns of firms”
(1982: 14). Building on this definition, Feldman and Pentland (2003) focused on how actions
uphold or alter these patterns. They defined routines as “repetitive, recognizable patterns of
interdependent organizational actions carried out by multiple actors” (Feldman and Pentland,
2003: 95). This definition is consistent with a process perspective because it sees routines not as
entities that encapsulate organizational knowledge, but as emergent (i.e., coming into being only
through specific performances), and generative (i.e., capable of producing continuity or change
in the actions they spawn) (Feldman, 2000; Feldman and Pentland, 2003; Rerup and Feldman,
2011). This perspective emphasizes how organizational routines unfold and how people and
In this chapter, we review how early work on organizational routines captured process. We then
introduce Feldman and Pentland’s main arguments and illustrate how they are consistent with
and generative of a process perspective. Next, we describe the methods and findings of our
relatively stable and paid limited attention to process. It saw organizational routines as
(Levitt and March, 1988) that provided semi-automatic responses to environmental cues - “a
fixed response to defined stimuli” (March and Simon 1958: 142). Routines inhered in behavioral
(Becker and Zirpoli, 2008) or cognitive regularities (Cyert and March, 1963). Behavioral
regularities are recurrent activities performed by individual or collective actors (Winter, 1964).
Because routines involve repetition, they can be seen as patterns of highly automatic or mindless
behaviors (Cohen and Bacdayan, 1994; Gersick and Hackman, 1990; Levinthal and Rerup,
2006). Cognitive regularities are “understandings that organizational agents adopt to guide and
refer to specific performances of a routine” (Salvato and Rerup, 2011: 472). Seen cognitively
(Cohen, 1991; Cyert and March, 1963), routines entail decision rules and standard operating
This work usually regarded routines as whole “entities” as opposed to being comprised of parts
(Parmigiani and Howard-Grenville, 2011; Pentland and Feldman, 2008). This focus reflected the
effort to identify routines as stable units of selection in order to explain organizational evolution
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by natural selection (Nelson and Winter, 1982). By conceptualizing routines as stable, selectable
units – “factors that tend to limit the individual firm to the exercise of a distinctive package of
economic capabilities that is of a relatively narrow scope” (Nelson and Winter, 1982: 134) –
evolutionary scholars diverted attention from questions of how individuals perform routines and
As a result, issues of interest to process scholars showed up infrequently, such as when authors
paid attention to how organizations used routines to learn or change. Routine change in this
Managers select specific routines (Knott, 2001), or routines themselves might be valuable tools
for learning (Mitchell and Shaver, 2003; Peng, Schroeder, and Shah, 2008). For example, Aime
and colleagues found that the movement of players between NFL teams facilitated the diffusion
of a routine represented by a type of play (Aime, Johnson, Ridge, and Hill, 2010).
The routines as entities perspective also hints at process via its emphasis on routines as
“organizational truces” (Nelson and Winter, 1982: 107-112). It assumes that the objectives of
participants in a routine overlap only partially, so coordination is possible only when objectives
are agreed upon (Simon, 1947: 15). Routines freeze conflict and represent tacit agreements about
how to subsume conflicting goals and interests in the routine’s tasks. Truces break and evolve
(Zbaracki and Bergen, 2010), however, and may be renegotiated through new routines that
restabilize underlying conflicts and help a new truce emerge. Therefore, routines as truces imply
political processes that suppress conflict. Until recently, however, this work has not probed the
In sum, past work has viewed routines as behavioral or cognitive regularities that produce
stability and reduce the cognitive strain on boundedly rational decision makers. This focus led
scholars to neglect internal complexity and dynamics by conceptualizing routines as entities and
black boxing how they were performed by distinct people at distinct times. However, while not
working from a process perspective, scholars are urging greater attention to microfoundations of
entities – including routines – “to understand how individual-level factors impact organizations,
how the interaction of individuals leads to emergent, collective and organization-level outcomes
and performance, and how relations between macro variables are mediated by micro actions and
A number of scholars have begun to view routines as inherently dynamic rather than stable
(Feldman, 2000). This process orientation is grounded in the idea that routines are performative
accomplishments and expresses a wider desire to move towards dynamic ways of understanding
organizational phenomena (Tsoukas and Chia, 2002). Specifically, “[p]rocess studies focus
attention on how and why things emerge, develop, grow, or terminate over time. … Process
studies take time seriously, [and] illuminate the role of tensions and contradictions in driving
patterns of change” (Langley, Smallman, Tsoukas, and Van de Ven, 2013: 1).
A process perspective helps open the black box of routines by investigating how routines are
performed by specific people in specific settings. Work in this vein demonstrates how action,
surprise and creativity are all part of routine performances. Feldman (2000) demonstrated that
organizational routines can change continuously, and subsequent work has shown how the
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flexible use of routines enables organizational work (Canales 2011; Howard-Grenville, 2005;
Turner and Rindova, 2012). It also highlights how routines are “effortful accomplishments” that
reflect “complex patterns of social action” (Pentland and Reuter, 1994) implicating individual
agency and artifacts. Finally, it acknowledges the “paradox of the (n)ever-changing world”
(Birnholtz et al. 2007), capturing how routines are recognizable patterns, yet simultaneously
inhere in messy, unpredictable situated actions. Cohen (2007: 781–782) explained this paradox:
From one perspective … ‘one does not step into the same river twice.’ … From another
perspective … ‘there is no new thing under the sun.’ For an established routine, the
This paradox highlights the possibility that the same dynamics underlying a routine might
A process perspective also facilitates a new language for integrating the behavioral and cognitive
between a routine’s performative and ostensive aspects, Feldman and Pentland (2003) suggest
that behavioral and cognitive regularities are entwined; the performative and ostensive are
created and re-created through action. Performative aspects constitute actual performances
carried out by specific participants, at specific times, in specific places, whereas the ostensive
aspects provide a “model of” and “model for” enacting the routine (see also Pentland and
Feldman, 2007: 789). The routine must comprise both aspects. A focus on only the ostensive or
the performative encourages the separation of mind and body. As such, the ostensive has
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meaning only when derived from performances. Representations of a routine, like a standard
operating procedure, or an espoused, envisioned routine (Feldman, 2014; Rerup and Feldman,
This understanding of routines raises several questions. These include: how do performative and
ostensive aspects vary over time? How do actors and artifacts shape the performative aspects, the
ostensive aspects, and their interactions? How does coordination occur across contrasting points
of view concerning how to perform a routine, or goals associated with routines, such that
patterns remain recognizable? How do contextual aspects condition the interplay of the
performative and ostensive? Where do organizational routines come from? And, how do multiple
Further, “[t]he understanding of the abstract [ostensive] pattern may not be the same from person
to person, from event to event or over time. Indeed, multiple and divergent understandings are
probably more the norm than the exception” (Pentland and Feldman, 2005: 797). Conflict and
heterogeneity can arise because i) an espoused ostensive does not accord with that which is
enacted (Rerup and Feldman, 2011), ii) there are divergent performances of routines (Feldman,
2004), iii) the participants in a routine hold different perspectives on it (Turner and Rindova,
2012; Zbaracki and Bergen, 2010), or iv) have goals and intentions for the routine (D’Adderio,
2014; Howard-Grenville, 2005). When a routine is performed, the participants will note if there
is a match between the ostensive “model” of the routine (Pentland and Feldman, 2007), and their
actions. If a mismatch persists, the actors may be unable to enact the routine as consistent with
the ostensive. At that point, they will face two options. First, they can change the ostensive.
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Second, they can change their actions. These changes might lead to different patterns over time,
or the same pattern persisting despite variability in its performance. The process scholar must
explore the mechanisms at play and how they drive these dynamics.
Studying routines from a process perspective is difficult because of reduced grain size (Cohen et
al., 1996) and more moving parts. It “requires engaging with the everyday realities of
organizational life that are rich with contingency, multiplicity, and emergence” (Feldman and
Orlikowski, 2011: 1249). Scholars have predominantly relied on qualitative data, including
Our literature review covered the period from 2003 to August 2014. We began by searching
ISI/Web of Science for articles and other works citing Feldman and Pentland (2003). This search
revealed over 500 items; 482 were available in ISI/Web of Science. We excluded proceedings,
focusing on scholarly published articles. We included review articles and editorial material
because several important statements have appeared in the introductory articles of special issues
or in essays. This yielded a final list of 445 published works for our analysis. Over 85% of the
works in this list were in Management and Business, in Information Science/Computer Science,
A research assistant working closely with one author coded the 445 published works as either
being centrally about organizational routines, or not centrally about organizational routines. We
assessed this by asking whether the article focused on explaining organizational routines or other
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phenomena. Similarly, we paid attention to the authors’ intended theoretical contribution. Was
the article seeking to advance routines theory, or seeking to advance another theory that referred
to routines? For example, some papers focused on related literatures, like organizational learning
or dynamic capabilities, but cited the routines literature to establish what a routine is and,
perhaps, how routines might change. We coded these articles as not centrally about
organizational routines. As well, because Feldman and Pentland (2003) is also a statement about
practice theory and structuration, it is cited when authors focus on these topics, and not on
organizational routines. Again, we coded these articles as not centrally about routines.
After several iterations, we arrived at a list of 97 articles that cited Feldman and Pentland (2003)
and were centrally concerned with routines. We coded these articles with: i) a “process” code to
indicate that they took a process perspective on routines, inquiring into their dynamics, as
opposed to an “entity” perspective on routines, in which the inner workings of routines are black-
boxed (Parmigiani and Howard-Grenville, 2011; Salvato and Rerup, 2011); and ii) an
“empirical” code to indicate that they employed data and empirical analysis. As Table 1 shows,
64 articles adopted a process perspective. 45 were empirical and 19 were conceptual. As Table 2
and Figure 1 show, the articles were published in a range of journals, with most appearing in
management journals.
For the 97 articles, we noted the core themes of the article, and, if empirical, the data sources and
analytical methods used. We downloaded these articles in order to distill this information. We
applied thematic codes that were initially very close to the language used by the authors, and
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then grouped these themes into larger categories, including: Change in Routines, Artifacts,
understand what aspects of routines authors attended to using a process perspective and how they
advanced this perspective. We also examined what methods and data sources are used to advance
a process perspective of routines. Most of the empirical work used multiple sources of qualitative
data (e.g., interviews, observations, and archival material). However, some important work uses
modeling (Cohen, Levinthal, and Warglien, 2014) and quantitative data (e.g., Salvato, 2009;
Pentland, Hærem, and Hillison, 2011) to shed light on aspects of routines hard to observe “in the
Change in Routines
The most prevalent theme among the articles was change in routines. More than 40% of the 64
articles written from a process perspective were coded as primarily about change in routines.
This code captured articles that portrayed how routines admit variation across their specific
performances, often through individual agency. The connection between individual agency and
In contrast to the traditional view of routines, which emphasize structure, our framework
brings agency, and therefore subjectivity and power back into the picture. Agency
involves the ability to remember the past, imagine the future, and respond to present
the past, the performance of routines can also involve adapting to contexts that require
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either idiosyncratic or ongoing changes and reflecting on the meaning of actions for
argue that organizational routines consist of the resulting performances and the
This passage conveys important ideas that have been taken up in the subsequent literature. First,
the reviewed articles demonstrate that people do not perform routines identically (both across
people and across performances by the same person) because their dispositions, subjectivity, and
power relations shape how they perform routines. Second, such variation is sometimes
consequential for the ongoing performance of organizational routines. As Feldman and Pentland
argue, at times performance variation due to individual agency is idiosyncratic, whereas as other
Performance variability is common to many routines. For example, Pentland and colleagues used
invoice processing data from four organizations and modeled routine performances as networks
of action (Pentland, Haerem, and Hillison, 2010; 2011). They found hundreds of unique patterns
of action generated by the routines, and substantial change in how the routines were performed,
absent exogenous triggers, over a five-month period. Their results confirm that endogenous
factors, including experience of the routine’s participants, better explain performance variability,
compared to exogenous factors. Other studies echo these findings. People’s orientations (to the
past, present, or future) and intentions (Howard-Grenville, 2005), their role in a routine (Turner
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and Rindova, 2012), their discretionary use of rules (Canales, 2011), implicit valuation of certain
objectives (Bruns, 2009), and positions in systems of power relations (Brown and Lewis, 2011;
Lazaric and Denis, 2005; Raman and Bahardawaj, 2012) can influence how they perform
routines. For example, Bruns (2009) shows that the performance of new safety routines in a
university laboratory was shaped by molecular biologists’ prioritization of their scientific goals –
to protect their experiments from contamination – rather than the intended prioritization of
human health and safety. Other work explores the foundations that might lead to such variability,
whether through cognition, memory, or affect (Cohen, 2007; Miller et al., 2012).
While such variation might be regarded as problematic, work from a process perspective finds
that performance variability enables the accomplishment of work entrusted to routines. For
example, Turner and Rindova (2012) showed how garbage collectors sustained two patterns of
collection routines – one oriented towards consistency and one to flexibility – thereby enabling
microfinance loan officers apply written rules, with some enforcing them strictly and others
bending or ignoring them. He concludes that the rule bending is productive for the organization
as a whole, but only when at least some loan officers are strict enforcers.
Performance variation does not necessarily mean that routines change or evolve over time;
variation may be idiosyncratic (Feldman and Pentland, 2003). Or, variation may be necessary for
the routine, and its multiple ostensive aspects , to work in practice (Tuner and Rindova, 2012). In
some cases, best illustrated by Feldman’s study in a university housing organization (2000),
variation in performances led to significant change in the routine (both its performative and
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ostensive aspects). New patterns emerged such that the routine was not recognizable as the
“same.” Agency can explain these changes, as people performing the routine might have
aspirations for or act in a way that enables it to change (Feldman, 2000; Howard-Grenville,
2005). Recent work suggests how feedback on routines contributes to change in routines (Chen,
Ouyang, and Pan, 2013), and how conceptualizing routines as “trajectories” can uncover
mechanisms underpinning their reconfiguration (Chen, Pan, and Ouyang, 2014). Other work
explores learning in relation to change in routines; Rerup and Feldman (2011) demonstrated how
organizational routines and organizational schema coevolve, and Bresman (2012) explored
Finally, some work has examined the organizational or broader context in which routines are
performed, and explored how this shapes both individual agency and the tendency for routines to
routines’ daily performance. Turner and Fern (2012) used a unique quantitative data set of GPS-
encoded garbage collection routes to demonstrate that drivers with more experience were better
able to adjust to environmental contingencies, showing how skillful actors read the context to
contribute to routine consistency. The use of routines can also reflect macro contextual factors as
channeled through individual participants; Essen (2008) found that macro cultural values,
care routines.
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In sum, there is a considerable body of work exploring change in routines – both how routines
are performed flexibly in the day to day, and how they, at times, evolve over time to become
recognizable as a new routine. Individual agency, and its interaction with contextual conditions,
Artifacts
Artifacts’ influence on the performance of routines has been central to scholarship on routines
from a process perspective. Ten articles were coded as being primarily about artifacts; three of
these are conceptual and seven are empirical. Other articles allude to the role of artifacts in
explaining, for example, routine change. Feldman and Pentland (2003) referred to artifacts as
“artifacts of” the ostensive aspects of routines. In other words, a standard operating procedure or
other documentation, like a past employment ad in a hiring routine, are artifacts of the ostensive.
The ostensive aspect of a routine is, however, different from its artifacts. It comprises subjective
understandings of multiple actors, and is significantly tacit. Some routines are not associated
with artifacts, as their ostensive aspects are understood through norms or abstract rules.
Alternatively, an artifact might outlast its use in a routine if the routine is no longer performed
Early process work echoed these claims and emphasized the importance of not confusing routine
artifacts with the routine itself. In a conceptual paper, Pentland and Feldman (2008) asserted that
encoded versions of these) reinforces the misunderstanding that routines are things, and divulges
the “folly” of believing that artifacts can actually generate desired patterns of action. Supporting
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this, Hales and Tidd (2009) found that formal representations of routines are less consequential
Scholars now recognize that material artifacts both constrain and enable agency (Leonardi,
2011). For example, D’Adderio asserts “artifacts have been treated as either too solid to be
avoided, or too flexible to have an effect” on routine performance (2011: 1), and argues for
reconceptualizing the role of artifacts in routines by recognizing that artifacts can “influence
[routine’s] emergence and persistence, both in destabilizing existing action patterns, or providing
the glue that can hold patterns together” (2011: 1). D’Adderio uses performativity theory to
explore how artifacts and human agency adapt to each other, especially when “an artifact is
This move invites scholars to consider how artifacts shape routine dynamics. Several papers
capture how artifacts shape routine performances, enabling or altering connections between
different actors involved in routines (Bapuji, Hora, and Saeed, 2012; D’Adderio, 2008; Turner
and Rindova, 2012). Recent work also articulates how systems of artifacts are used in routine
performances (Cacciatore, 2012; Volkoff et al., 2007), and how artifacts used across multiple
routines can have unintended consequences for specific routines (Novak, Brooks, Gadd, Anders,
and Lorenzi, 2012). This research suggests the need to understand how artifacts and routines
influence and are constitutive of human agency. Accordingly, empirical work is exploring how
the design and use of artifacts influence the truces that get resolved through routine performances
(Cacciatore, 2012). Other studies examine technological change, including the contextual
settings into which technologies get introduced, as a basis for understanding routine adoption and
performance. For example, Labatut, Aggeri, and Girard (2011) trace the co-emergence of a new
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technology (animal breeding) and routines for its use in two distinct regional settings, finding
When viewed as entities, routines encode knowledge and are hence regarded as a product of
learning (Levitt and March, 1988; Argote, 1999). Organizational learning might also occur
through routine renewal or replacement. From a process perspective, learning is viewed as more
nuanced as the focus shifts to how people use and adjust routines.
Several papers explore learning and routines from a process perspective. Some consider
connections between routines and organizational learning. For example, Levinthal and Rerup
(2006) theorize how routines can enable mindfulness, and how mindfulness can lead to
Floyd (2012) theorize that variability in performances of routines will result in improvisational
learning and new capability development, while variability in ostensive aspects of routines will
lead to trial and error learning and improvement of existing capabilities. Christianson and
colleagues (2009) explored how the collapse of a railway museum’s roof triggered learning
through the strengthening and broadening of three organizing routines. Other work focuses on
learning through routines within a group or team. For example, teachers’ conversational routines
shaped how they learned from problems, thus linking the performance of routines with work
group learning (Horn and Little, 2010). In examining change implementation, management
scholars found that team mental models were shaped by coherence between ostensive and
Emergence of routines
An important question for the process perspective is “where do routines come from?” If routines
are not simply relatively stable products of organizational learning, or the performance of
scripted standard operating procedures, then it is important to consider how they emerge.
Routines might represent political truces that result from managerial conflict (Nelson and
Winter, 1982), but they might arise as a “product of action that occurs in the context of the
enabling and constraining structure that are typical of modern organizations (Feldman and
Pentland, 2003: 98).” Beyond this, and recognizing that power is exercised in different forms in
the interplay of the performative and ostensive, Feldman and Pentland did not theorize explicitly
routines calls for more work to consider how routines emerge (Felin, Foss, Heimeriks, and
Madsen, 2012).
Work from a process perspective has theorized how role taking enables the combining of
individual lines of action into recognizable, interdependent patterns (Dionysiou and Tsoukas,
2013). Other work uses agent-based simulation modeling to explore how individual skills are
combined as a routine forms (Miller, Choi, & Pentland, 2014). This work demonstrates that
development of a routine relies on people during initial performances searching for and
remembering what other actors do; in this way, transactive memory connects individual skills
with the collective capability of repeated routine performance. Others have studied how routines
emerge as new rules are imposed (Reynaud, 2005), communities attempt to share knowledge
(Ribes and Bowker, 2009) and organizations seek to improve collaboration (Swinglehurst,
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Greenhalgh, Myall, and Russell, 2009). Related to the work on artifacts, several papers consider
how artifacts can act as “intermediaries” between various actors in the development of new
routines (Bapuji, Hora, and Saeed, 2012), or how novel technologies more generally influence
Nature of routines
Some research using simulation modeling (e.g., Lazaric & Raybaut, 2005; Pentland, Feldman,
Becker and Lui, 2012) develops Feldman and Pentland’s (2003) arguments about the nature and
generative properties of organizational routines. Pentland and Feldman (2005) elaborate how
generative systems. Other work (Pentland and Feldman, 2007; Pentland et al., 2012), introduces
new ways of conceptualizing the dynamics underpinning routines. Others consider the
(Salvato and Rerup, 2011) or use simulations to investigate how different capabilities within
organizations lead to the selection of routines (Lazaric and Raybaut, 2005; see also Cohen et al.
2014). Finally, Parmigiani and Howard-Grenville (2011) review empirical work on routines from
both a practice and a capabilities perspective, and find common themes and opportunities for
future research.
We also investigated the data sources and methods used in the 45 empirical papers that explore
routines from a process perspective. Of those that clearly specified the methods used, more than
90% relied on qualitative data, with the remaining used at least some quantitative data.
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The predominant use of qualitative data is not surprising, given that the process perspective
emphasizes looking inside the “black box” of routines. Most of this work included direct
observation (ranging from ethnographic studies to short stints of observation). Qualitative papers
that did not use observation relied on interviews and/or archival data. In fact, these two sources
were nearly ubiquitous, as most studies using observation also included interview and archival
data. The message is that studying routines from a process perspective demands a close-in view
of actions and interactions, or the capacity to capture routines “in the wild” (Parmigiani and
Howard-Grenville, 2011: 415). In line with the qualitative data collected, virtually all of these
studies used inductive analysis. Much of this theorizing took Feldman and Pentland (2003) as
foundational, and elaborated on when, how, and why performative and ostensive aspects of
The empirical papers that used non-qualitative data and/or didn’t rely on inductive analytic
methods offer some promising insights. First, some studies (Bapuji et al., 2012; Turner and Fern,
2012) use quantitative data. Turner and Fern (2012) used GPS-encoded garbage route data and
information on who drove which routes to discover the relationship between level of experience
and capacity to adjust the routine to context. Bapuji and coauthors (2011) ran an experiment in
which they changed a sign associated with a hotel towel-changing routine and collected data on
the towel-changing behavior of participants in experimental and control conditions. These papers
also used qualitative (interview) data to develop explanations. A second novel method for
studying routines from a process perspective is modeling, using either quantitative or qualitative
data as inputs. Several papers portrayed routines as “narrative networks” (Hayes, Lee, and
Dourish, 2011; Mein Goh, Gao, & Agarwal, 2011; Pentland & Feldman, 2007), which represent
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the narrative fragment (as nodes) that involve “two or more actants and the actions that go on
between them” (Hayes et al, 2011: 165.) Narrative networks then graphically represent the
relationships between narrative fragments and their sequencing. Narrative coherence results from
a routine’s performance rather than from its espousal. Simulation modeling is also used to
explore how individual actions accrue to patterns of action, (Lazaric & Raybaut, 2005; Miller,
Pentland, and Choi, 2014; Pentland, Feldman, Becker and Lui, 2012.)
Our review identified several topics that merit more research. Specifically, future research should
more deeply explore routines’ processual aspects, the embeddedness of routines within other
organizing processes, and address under-researched topics including the nature of truces,
temporality and spatiality, and creativity in routines. Finally, we suggest some additional
Routine Dynamics
One challenge in using the process perspective has been the difficulty of conceptualizing,
capturing, and describing processes when we so readily conceive of entities. Ostensive aspects of
routines are sometimes regarded as existing independently – through being thought, espoused, or
encapsulated in an artifact like a written procedure. Yet, this understanding is inconsistent with
the idea that the ostensive and performative exist only in relation to the other.
To further illuminate routines as processual, scholars should describe not only the dynamics of
the performative aspect, but also probe how the ostensive is itself dynamic. Feldman (2014) has
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begun to speak of ostensives as patterns, and direct attention to the process of patterning
(Feldman, 2014). Exploring patterning will limit the conflation of an espoused, written, or
imagined pattern with an actual aspect of a routine. Thinking about patterning also redirects
attention to the processual character of routines – patterns appear as experienced regularities, not
as entities. Routine participants recognize routines when their prior performances appear
patterned, yet performances can depart and new patterns emerge as a result. Paying attention to
patterns and patterning (as opposed to ostensives), might also trigger scholars to be alert to the
consequences of breakdowns that prevent people from enacting patterns; for example, the
absence of expected cues can lead to new patterns emerging (Jarzabkowksi, Le, and Feldman,
2012). This suggests that gaps in action, or omissions that constitute a departure from previously
performed patterns, might help scholars more deeply theorize the interplay of actions and
patterns in organizational routines. Future work should therefore attend to situated actions and
pauses or disruptions, as ways of furthering understanding of how patterns evolve from and
shape actions.
Routine Embeddedness
While the process perspective on routines has peered deep into the black box to address an
earlier tendency to regard routines as black-boxed entities, scholars should pull their heads far
enough out of the box to be able to situate the inner workings of routines within other processes
concerned with situated action – the specific actions of specific people in specific
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that exist above the level of the routine but nonetheless affect its performance (443).
Howard-Grenville (2005: 619) introduced the concept of a routine’s embeddedness “to capture
the degree to which the use of a routine overlaps with the enactment of other organizational
structures,” such as cultures, hierarchies, and technologies. While this might suggest a dynamic
routine lodged within stable surrounding structures, Howard-Grenville regarded these structures
as also enacted, observing that “the simultaneous enactment of multiple structures can contribute
understandings of how their organization works can prevent top-down routine change efforts
from taking hold (Feldman, 2003). More recent work begins to offer a more processual account
of embeddedness by arguing that “routines are not simply embedded in context, they are also
enacted through context” (D’Adderio, 2014: 23). Process scholars are well positioned to explore
how the performance of organizational goals (D’Adderio, 2014), organizational schema (Rerup
& Feldman, 2011), coordinating (Jarzabkowski, Le and Feldman, 2012), or other aspects of
organizing, like culture, identity, or sensemaking are intertwined with the performing of routines.
As well, they can address how multiple routines are performed together, within and between
organizations. In this way, attention to routines’ inner workings will be matched with attention to
how these are situated within processes of interest to a broader community of organizational
scholars.
multiple ostensive aspects of the same routine (Pentland and Feldman, 2005). Thus, the
“ostensive” is never singular (For a different view see Dionysiou and Tsoukas (2013)). If there
are conflicting ostensive aspects associated with a routine, how is a recognizable routine
accomplished? The concept of routines as truces (Nelson and Winter, 1982) suggests that
multiple points of view are managed through a truce, but says little about how truces emerge,
change, and reform because it “misses the conflict behind the truce; it reveals only the stable
truce” (Zbaracki and Bergen, 2010: 956). In existing work, conflict and contradiction between
different perspectives are balanced through experimentation (Rerup and Feldman, 2011) or are
aligned through the creative use of authority (Rerup and Feldman, 2011; Zbaracki and Bergen,
2010), improved connections between routine participants (Cacciatori, 2012; Turner and
Rindova, 2012), or by sequentially performing different ostensive patterns of the same routine
(D’Adderio, 2014). The study of truce dynamics over an extended period remains an open topic.
Future work could trace how the routine as truce might sustain generative tension between
participants with contradictory ostensive orientations over extended periods, and explore the
An area ripe for further development is accounting for how temporality and spatiality contribute
to understanding routines from a process perspective. Some routines play out in fairly short
bursts, in confined spaces through co-located actions and actors. Other routines occur across long
periods, are spatially dispersed, and may involve actors unknown to one another. Some routines
involve only face-to-face interactions; others may involve no such interactions. In distributed
24
organizations, routines may be performed exclusively in “virtual” space, by people and artifacts
connected only through electronic means. The times and spaces within and across which a single
routine is performed are as varied as routines themselves. This variation does not pose a problem
for thinking about routines as inhering in action and patterns, but the nature and interplay of
these actions and patterns differs and should be understood. As Turner writes:
[T]he temporal dimension has received only limited attention in existing reviews
that has explored the temporal aspects of routines … and [the fact that] we are only
beginning to develop the common understandings and frameworks about time [in
Such research should examine both how clock time influences the performance of routines and
how people’s experiences of time shape routine performances. An individual’s history with a
routine, the pacing of actions central to a routine, or time pressure, all influence the actions and
patterns that arise from routine performances. Similarly, scholars could examine how actions are
experienced as interdependent when actors (humans and/or artifacts) are widely dispersed in time
or space. Through what mechanisms are actions coupled in routine performances, and how do
these actions then shape the patterns that arise? How does spatial colocation versus dispersion
influence the multiplicity of ostensive patterns that arise and underpin routine performances?
How does the performance of routines in virtual space shape the evolution and interaction of
constitute the routine, creativity is an important but overlooked aspect of routines (Joas, 1996).
A body of work is starting to show how novelty, interruption, and adaptation are common
features of routine performances (Dionysiou and Tsoukas, 2013; Jarzabkowski et al., 2011;
Rerup and Feldman, 2011). Just as mindless routines can help organizations become more
mindful (Levinthal and Rerup, 2006), creative routines might help organizations be more
innovative. Future work should examine how creative actions taken within a routine contribute
both to the accomplishment of the routine (Obstfeld, 2012) and to creative organizational
patterns of interdependent actions, and the drivers, experiences, and outcomes of creativity?
We have already mentioned the merit in extending process research on routines by using
simulations (Cohen et al., 2014) and conducting more quantitative research. As well, additional
work using qualitative data is needed to continue to develop the processual perspective along the
lines indicated above. Novel methods might also be suitable to further develop this stream of
literature. For instance, historical methods (Rowlinson, Hassard, and Decker, 2014) may help
scholars trace routine patterns across long time spans (e.g., decades) and dispersed locations.
Historical analysis and archival data make detailed longitudinal analysis possible. “[I]t allows us
to look at … dynamics … in ways that more accurate but shorter-term ethnographic studies
would not allow” (Cohen et al. 1996: 682). At the other end of the spectrum, methods that seek
to capture distributed, individual, and real-time data, including diary methods might considerably
26
enrich our understanding of how individuals experience routines. Sensor technologies might also
be used, with care, to measure interactions between individuals in certain settings, enabling
insight into actual, real-time action patterns. In each of these cases, data could be augmented
Conclusion
A process perspective is alive and well in the study of organizational routines. The foundational
work by Feldman and Pentland (2003) opened up a new way of thinking about routines as
possessing both performative and ostensive aspects and helps scholars theorize how routines
change or are recreated, how artifacts and agency shape these dynamics, and how routines
emerge and evolve over time. Future research should build on these findings and further our
thinking about routines as processes, exploring their multiplicity, how time and space shape
them, and how they are connected to seemingly disparate processes like creativity.
27
Table 2: Top Five Journals Publishing Routines Papers from a Process Perspective
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