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As complex, intractable social problems continue to intensify, organizations increasingly respond with novel approaches that bridge multiple institutional spheres and combine forms, identities, and logics that would conventionally not go together, creating hybridity. Scholarly research on this phenomenon has expanded in tandem, raising questions about how the concept of organizational hybridity can maintain analytical clarity while accommodating a diverse range of empirical manifestations. Reviewing and integrating extant literature, the authors argue that to achieve both analytical rigor and real-world relevance, research must account for variation in how hybridity is organizationally configured, temporally situated, and institutionally embedded. The authors develop a framework that captures this heterogeneity and discuss three key implications for hybridity research: drawing on multiple theoretical lenses, examining varied empirical contexts, and adopting multi-level and dynamic perspectives.

This chapter identifies assumptions, conceptual issues and challenges in the literature on hybrid organizations that draws on the institutional logics perspective. The authors build on the existing literature reviews as well as on an analysis of the 10 most cited and 10 most recently published articles at the intersection of hybrid organizations and institutional logics. The authors further draw from the literature on theory construction and theory development and growth to strengthen our analysis of this body of work and reflect upon future theoretical developments. From this analysis, the authors highlight four challenges to current research on organizational hybridity with an institutional logics lens and develop four suggestions to inspire future research. In doing so, they aim at seeding a more nuanced use of the institutional logics perspective and thereby foster the development of innovative and cumulative theory and empirical research on organizational hybridity.

This paper aims to offer fresh insight into new institutional theory in the context of Native American tribal sovereignty. This paper outlines the history of tribal sovereignty to propose it as an 8th institution, express how it is differentially applied in Native Nations and discuss how conflicts between institutional logics have an impact on economic and cultural outcomes. While doing so, this paper provides a review of tribal sovereignty to contextualize how the institution has developed over time, how it is exercised today and how the complexity of economic logics continues to affect its attainment. The power of the institutional logics that undergird tribal sovereignty has shifted over time, and this paper highlights the ontological and practical consequences of this shift on the institution of tribal sovereignty itself.

This paper reviewed the literary history of Native American tribal sovereignty using the lens of institutional theory to uncover dynamics that have been previously overlooked. This study stems from this review and extends the understanding of neo-institutional theory by offering a fresh contextual perspective from the lens of tribal sovereignty. The inclusion of a historical perspective, as well as modern expressions of tribal sovereignty, enables the narrative to suggest that tribal sovereignty is better understood as an institution. This paper is also able to highlight how some of the tension within conceptualizations of tribal sovereignty relies, in part, upon the institutional logic of Hózhó, and why these tensions persist even today within the exercise of sovereignty. This study is akin to what Arseneault, Deal and Helms Mills (2021) call a “review with attitude” that provides an alternative view of Native American tribal sovereignty and its relationship with new institutional theory to suggest a new research agenda for organizational studies.

This paper demonstrates the challenges that tribal leaders face and enumerates the various strategies used by Native American nations to exercise sovereignty from the US Federal Government. It shows the conflicts between economic and cultural outcomes and the ways in which tribes struggle to balance these conflicts both from within the tribe and without. While all organizations face various forms of environmental pressures, tribal nations in the USA exercise sovereignty to achieve a balance that is unlike other, paradigmatically capitalistic and Western, institutional forms.

At a time when marginalization and inclusiveness have become more prominent themes in management discourse, this paper expands upon the background of tribal sovereignty in the USA to highlight these concepts. Much has been written about the legal and social aspects of Native American culture and integration, or lack thereof, within Western culture. What has been missing, however, is the way in which tribal nations rely on sovereignty as a social structure beyond the mere legal and formal aspects of being recognized as a “nation within a nation.” One of the contributions of this study is to link the concepts of tribal sovereignty and the study of institutional theory, providing a rich framework for distancing ourselves from traditional logocentric Westernized approaches to a more inclusive understanding of alternative social structures.

The purpose of this study is to understand the efforts of key social actors in influencing the reform of Iranian public universities budgeting system, from incremental to performance-based budgeting (PBB), the tensions that arose as competing efforts of institutional change were undertaken, and ultimately the impact of these efforts on the extent to which the Iranian government transitioned to a system of PBB in public universities.

Data comprises of semi-structured interviews with managers and experts involved in the budget setting process and an analysis of budgetary policy documents, reports and archival material such as legislation. An institutional work lens is employed to interpret the findings.

While actors advocating the change were engaged in institutional work directed at disrupting the old budgetary rules by disassociating the rules moral foundations and creating new budgetary rules (through new legislation), universities undertook subtle resistance by engaging in extended evaluation of the new proposed PBB rules thereby maintaining the old budgetary rules. The reforms undertaken to introduce PBB in Iranian universities achieved minimal success whereby incremental budgeting continued to constitute by far a larger percentage of the budget allocation formula for university budgets. This finding illustrates change and continuity in university budgetary systems resulting from institutional work of actors competing to control the basis of resource allocation under the proposed PBB system by proposing contradicting models.

The findings highlight the importance of understanding the interplay of institutional work undertaken by competing social actors as they seek to advance their goals in shaping budgetary reforms in the public-sector. Such an understanding may inform policy makers who intend to introduce major reforms in public-sector budgeting approaches.

Unlike prior studies that largely focused on how organization-level budgeting practices responded to changes in public budgeting rules (i.e. at the site of implementation of the rules), this paper highlights how strategies of change and resistance are played out at the site of setting budgetary norms.

The present paper offers a literature review on the application of institutional theory in the context of small and medium-sized enterprises (SMEs). The study aims to synthesize existing research on how institutional factors, both formal and informal, shape the strategic behaviors of SMEs through the lens of new institutionalism and its three strands – rational-action neoinstitutionalism (RAN), social-constructionist neoinstitutionalism (SCN) and mediated-conflict neoinstitutionalism (MCN). It also identifies critical gaps and proposes avenues for future research.

Employing the B-SLR’s multi-method framework, this study integrates bibliometric analysis and a systematic literature review. The analysis examines 202 articles, categorizing them into four key research clusters related to the application of institutional theory to SMEs.

The literature on SMEs and institutional theory is framed around the following clusters: (1) institutional theory and innovation in SMEs, (2) institutional theory and the environmental sustainability of SMEs, (3) institutional theory and the internationalization of SMEs and (4) institutional theory and SME strategies in emerging markets.

This study represents the first literature review applying institutional theory to SMEs, offering a framework for understanding how institutional factors influence SME strategic decisions. The paper also identifies research gaps, proposing directions for future studies within each of the four clusters and contributes to bridging the fragmented research on SMEs and institutional theory.

Managing attrition is a major challenge for outsourcing vendors. Literature on management control in offshore outsourcing is dominated by the formal approaches to control design, which do not adequately consider the influence of contextual factors. This article aims to adopt the lens of institutional theory, and use empirical data gathered from case studies in both the UK and India to improve the understanding of the institutional logics that shape the control of attrition.

This article draws on in‐depth qualitative research undertaken with directors and senior managers in client and vendor firms engaged in outsourcing relationships that span both corporate and national boundaries. Drawing on empirical data from the UK and India, the interplay between the management control of attrition and contextual factors is analysed, and the practices adopted to manage these contextual factors are also identified and discussed.

The analysis presents relevant aspects of the regulative, normative and cognitive institutions inhabited by vendor firms and the challenges such aspects present for managing attrition. The dynamics of institutions and control are discussed in the area of attrition, and the interplay between institutions and control is outlined. The regulative, normative and cognitive institutions inhabited by vendor firms contrast markedly to that of the client in relation to social and legal rules, norms and practices.

The paper develops a theoretical basis for linking control and context in offshore outsourcing, drawing on the work of Scott in institutional theory, and Friedland and Alford, in institutional logics. This paper offers an alternative conceptualisation of control in attrition based upon rationalistic modelling through institutional logics.

This paper offers key implications for research, in improving the understanding of contextual factors and management control in global outsourcing relationships. Both clients and vendors in offshore outsourcing need to be aware of the influence of contextual factors when managing attrition.

The interplay of institutional logics and implications on the control of attrition provides an interesting approach to understanding how firms manage attrition in offshore outsourcing.

This study aims to examine an important mechanism in the policy-led institutional transitions in China, namely, Te Shi Te Ban (Special Treatments for Special Matters) – an institutional device that facilitates policy implementation. The discussions are contextualized based on the latest chapter of China’s institutional transition, known as the reform initiative of Fang Guan Fu (i.e. the FGF reform: delegate power, streamline administration and optimize government services), which is a policy regime introduced in 2018 to improve the state-market relationship for better socioeconomic development.

Based on the theoretical lens of proto-institutions and institutional work and using real-life examples from mass media, this perspective paper examines the effects of the Special Treatments in the institutional transition under the FGF Reform.

The Special Treatments are the proto-institutions purposively adopted by the regulators in China to innovate, supervise and renovate the rules and norms during policy implementation. They produce both incremental and radical institutional effects which allow for a more efficient and effective policy-led institutional transition.

This study contributes to institutional theory in the Chinese management context. Foremost, this study introduces the concept of proto-institutional work and shows how proto-institutions can serve as a mechanism to support and manage the process of institutional transition. In addition, to the best of the authors’ knowledge, this paper is the first to study the FGF Reform – the latest reform initiative in China and theorize an under-researched but important mechanism in its institutional environment – the Special Treatments for Special Matters.

World Vision exists to eradicate extreme poverty. The primary fundraising mechanism that has fuelled its growth into one of the largest international non-governmental organizations (INGOs) has been Child Sponsorship, which connects over 10 million individual donors with vulnerable children around the world. However, shifts in the market, geopolitical landscape, and institutional logics have seen this once innovative product come under increasing pressure. Using World Vision New Zealand (WVNZ) as a case study, we explore the challenges of implementing social entrepreneurship strategies, including the institutional constraints of developing new business models, through hybridization. Hybridity has gained increasing attention in the field of entrepreneurship and has been offered as a sense-making frame for business model innovation within social entrepreneurship. The use of institutional logics to understand the challenges of hybrid organizing in social entrepreneurship has been invaluable. However, as with any theoretical perspective, this approach has limitations. We suggest that nuanced challenges and sources of resistance to social entrepreneurship in established sectors and organizations might usefully be explored through concepts drawn from complexity theory. Specifically, we propose the use of the concept of structural attractors, which enables the explication of convergent, unifying, and generative dynamics. Our case study findings suggest that, paradoxically, the very essence of historical success may constrain future success. To wit, when faced with changes to institutional and market conditions, WVNZ was constrained by the very construct that enabled its initial growth. The challenge that this case demonstrates is that despite ostensibly hybrid shifts occurring in the management, governance, and espoused innovation strategy of the organization, the governing structural attractor of Child Sponsorship has constrained innovation and change.

This paper aims to propose a multi-level integrative research framework anchored in an institutional theory that can successfully capture the multitude of factors affecting the expression of female entrepreneurship in context. Although female entrepreneurship is known to contribute to economic growth and vitality, and to enhance the diversity of employment in any economic system, there is very little research pertaining to female entrepreneurship in the Middle East. The authors use this framework to provide insights into multi-level factors enabling and constraining the experience of female entrepreneurship in the United Arab Emirates (UAE) and advance knowledge of female entrepreneurship in a particular Middle Eastern context as well as cross-nationally.

Analytical framework and qualitative research methodology consisting of focus group meetings and interviews with 15 female entrepreneurs and five male partners in the UAE.

Our findings aptly highlight the salience of a complex set of entangled factors lying at multiple levels of analysis in shaping female entrepreneurship in the UAE. Our findings also accentuate the importance of the institutional and social contexts in shaping the situational opportunities and constraints that affect female entrepreneurship and its complex expressions in a particular society. Although our findings document a positive tide of change in favor of female entrepreneurship, they also reveal the persistence of various traces of stereotypes and patriarchy that continue to constrain the free expressions of female entrepreneurship in the UAE.

This study contributes empirically by conveying the lived experiences of a sample of women entrepreneurs in the UAE, but the results cannot be generalized given the limited size of the sample investigated. Conceptually, the analytical framework proposed in this paper represents a simplified heuristic tool rather than an explanatory model of the complex dynamics and interplays between different levels of analysis and institutional pressures when examining female entrepreneurship.

The value added of this research is to present original insights into female entrepreneurship from a vibrant Middle Eastern context, namely, the UAE, a country that has attracted and witnessed increasing attention in recent years in the context of globalization. In view of the Western-centric nature of academic publication on the topic, there is a real need for fresh theoretical and empirical insights stemming from an Arab-Middle Eastern context to advance knowledge and scholarship in this area.

This paper aims to examine new public management (NPM) reform in New Zealand Universities (NZUs) and the process by which government policy changes generated service performance reporting (SPR), and how the SPR practices were institutionalised. It seeks to explain the underlying institutional forces of the reform process, how universities were subjected to accountability pressures through government-imposed managerial techniques and how universities responded to them.

The authors draw on the theoretical lens of neo-institutional theory and the concept of NPM to interpret the setting of SPR. Data comprise annual reports and other documents produced by the NZUs.

The findings show that the development of the SPR was driven by NPM ideals and rationales of greater transparency and accountability. The institutional pressures bestowed extra power to the government by demanding greater accounting reporting of university performance. It also shows the ensemble of institutions, organisations and management practices that were deployed to reorganise performance reporting practices.

The study adds to the neo-institutional theory work that universities are experiencing extraordinary institutional pressure to become a market-type commodity in New Zealand and internationally. The findings have implications for government, universities, policymakers and public sector professionals who work in public sector reform.

Through the institutional theoretical lens, the study offers new insights into our understanding of NPM-driven regulation and institutionalisation of managerial techniques. The insights inform policy and practice surrounding design, implementation and the potential effect of future policy changes with reference to the performance of NZUs and internationally.