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Organizational Behavior
Bridging Science and Practice

v4.0 Talya Bauer and Berrin Erdogan

1.4 Organizational Behavior Research Methods

Learning Objectives

  1. Learn the terminology of research.

  2. Understand the different types of OB research methods used.

  3. Understand different types of data.

Research Concepts, Tools, and Approaches

OB researchers have many tools they use to discover how individuals, groups, and organizations behave. Researchers have working based on their own observations, readings on the subject, and information from individuals within organizations. Based on these ideas, they set out to understand the relationships among different . There are a number of different research methods that researchers use, and we will discuss a few of these below. Imagine that your manager has asked you to find out if setting goals will help to make the employees at your company more productive. We will cover the different ways you could approach getting answers to your questions.

Case Studies

are in-depth descriptions of a single industry or company. Case writers typically employ a systematic approach to gathering data and explaining an event or situation in great detail. The benefits of case studies are that they provide rich information for drawing conclusions about the circumstances and people involved in the topics studied. The downside is that it is sometimes difficult to generalize what worked in a single situation at a single organization with what might work in other situations and organizations.

Field Studies

are those conducted in actual organizational settings with a population of workers. Most field studies involve surveying employees and managers working in organizations. At the same time, compelling evidence comes from field studies that employ an . Here you would assign half the employees at your company to the goal-setting condition and the other half to the condition. The control group wouldn’t get any information about goal setting, but the would. If you found that the treatment group was more effective than the control group, you could tell your boss that goal setting works.

Laboratory Studies

OB researchers are often interested in basic research questions such as “Can we show that goal setting increases performance on a simple task?” This is how research on goal setting started, and it is also how we can establish the conditions under which it works more or less effectively. Again, to address this, researchers may conduct a , which is a study conducted in artificial situations outside of actual organizations. Lab studies usually follow an experimental design. You may even have been involved in a lab study during your time at your university. One of the most important concepts to understand with lab studies is that they give the researcher a great deal of control over the environment they are studying but do so in a less “realistic” way, since they are not studying real employees in real work settings. For example, in a lab study, a researcher might create an artificial job in which “employees” are paid for each T-shirt folded. Then the researcher can examine the effects of goal setting by setting a goal for the experimental group, and not setting goals in the control group, comparing the resulting performance levels. While such a study would be interesting for examining the effects of goal setting, it is a study on students acting as employees for a short period of time and therefore would give us limited information about whether goal setting would work in actual organizations. 

Machine Learning

You may have heard about machine learning lately. The idea behind machine learning is that as large amounts of data (Big Data) have become more readily available, traditional approaches to data analysis are not feasible. Machine learning algorithms generate models based on the available data and continue to update and adjust as new information is available. Machine learning may also be used to simulate what respondents might say or do. “It’s not magic,” Greg Corrado, a senior research scientist at Google, has said of machine learning. “It’s just a tool, but it’s a really important tool.” If you've ever used Netflix and noticed that it is suggesting things you might enjoy watching, you’ve experienced an example of machine learning applying an algorithm based on your viewing history and those of other viewers.

Meta-Analysis

is a technique used by researchers to summarize what other researchers have found on a given topic. This analysis is based on taking observed correlations from multiple studies, weighting them by the number of observations in each study, and finding out if, overall, the effect holds or not. For example, what is the average relationship between job satisfaction and performance? Research shows that, looking across 300 studies, the relationship is moderately strong. This is useful information because for years people had thought that the relationship did not exist, but when all the studies to date were examined together, the original beliefs about the satisfaction–performance relationship deteriorated. The advantage of meta-analysis is that it gives a more definitive answer to a question than a single study ever could. The downside is that meta-analysis is only possible if sufficient research has already been done on the topic in question.

Surveys

are one of the primary methods management researchers use to learn about OB. A basic survey involves asking individuals to respond to a number of questions. The questions can be open-ended or close-ended. An example of an open-ended question that could be used to address your manager’s question would be to ask employees how they feel about goal setting in relation to productivity, then summarize your findings. This might work if you have a small organization, but open-ended surveys can be time consuming to summarize and hard to interpret at a glance. You could get more specific by asking employees a series of close-ended questions for which you supply a response key, such as a rating on a scale of one to five. Today it is easy to create online surveys that quickly compile the results automatically. There are even several free survey tools available online or you can use paper-and-pencil surveys. Both approaches have pros and cons, but the key is to match your survey technique to the particular sample and research questions involved.

Sample Survey About the Effectiveness of Goal Setting

Instructions: We would like to gather your opinions about different aspects of work. Please answer the following three questions using the scale below:

Response Scale:

1 = Strongly disagree; 2 = Disagree; 3 = Neither agree nor disagree; 4 = Agree; 5 = Strongly agree

Setting goals at work helps me to focus12345
Goal setting is effective in improving performance12345
I get more done when I use goal setting12345

Regardless of the method you choose to collect your information, the next step is to look at the average of the responses to the questions and see how the responses stack up. But this still wouldn’t really answer the question your boss asked, which is whether using goal setting would help employees be more effective on the job. To do this, you would want to conduct a field study.

Measurement Issues in OB

Another important thing to understand is the difference between and . Reliability refers to the consistency of measurement, whereas validity refers to whether the measure captures what it is expected to capture. Imagine that you are using a scale to measure how shy a person is. If the questionnaire is administered to the same person at three different times, you would expect the results to be very highly correlated with each other. If they are, that would mean that you have a reliable scale. This is because you would not expect people to have different levels of shyness at different times of the day, or from one day to the next. At the same time, if your measure includes questions about how much you like watching television, then your measure will have validity problems, given that both shy and outgoing people may enjoy watching television. A measure that is not reliable cannot be valid, so you can think of reliability as a necessary condition for validity.

Finally, much of management research addresses between two concepts rather than actual . Correlation simply means that two things co-vary, but correlation does not equal causation. For example, ice cream consumption and drowning tend to be correlated over time, but it would be inaccurate to assume that one causes the other. Instead, there is a third factor here that explains the observed correlation, which is the temperature. Ice cream and swimming pools tend to have more customers in summer months, explaining the observed correlation. Yet many people claim their product caused a positive outcome when, in fact, the data do not support their claim any more than the example above. This brings up something that confuses even seasoned researchers. As an aside, when you have only one observation it is called a . When you use the word , it refers to multiple observations, so it is always plural.

Figure 1.3 The Four V’s of Big Data

The complexity and size of big data can be described according to four characteristics: volume, variety, velocity, and veracity.

The Four V’s of Big Data

refers to the volume, variety, velocity, and veracity, or validity, of the data. Companies like Facebook, Amazon, and Google track huge volumes of user and consumer data and use sophisticated algorithms to inform advertising and to predict what consumers will be interested in purchasing in the future based on their past browsing and shopping behavior. While finance, marketing, and operations management functions have been using big data for awhile, for OB and Human Resource Management, it is a relatively new concept and researchers are grappling with the best approaches for aligning OB questions utilizing such large volumes and varieties of data.

Analytics

In addition to research methods and measurement, it is important to understand the different analytics approaches to answering key OB questions. There are three approaches to analytics: , which refer to approaches focused on understanding what has already happened, such as the average job satisfaction rating for employees from last year’s opinion survey; , which refer to what is likely to happen based on what we know already, such as guesses regarding this year’s upcoming opinion survey ratings for job satisfaction; and which refer to focus on what should be done in the future based on what we know, such as specific evidence-based actions that might be taken to increase job satisfaction. 

Key Takeaway

OB researchers test hypotheses using different methods such as case studies, field studies, meta-analyses, machine learning, and surveys. Reliability refers to consistency of the measurement while validity refers to the underlying truth of the measurement. It is important to recognize the difference between correlation and causation. Data are the foundation of OB research methods. Big data refers to volume, variety, velocity, and the veracity of the data. Analytics may be descriptive, predictive, or prescriptive in nature.

What do you think?

  1. Create a hypothesis about people at work. Now that you have one in mind, which research method do you think would be most effective in helping you test your hypothesis?

  2. Have you used any of the OB research methods before? If not, what can you do to become more familiar with them?

  3. Give an example of a reliable measure.

  4. Give an example of a valid measure.

  5. How can you know if a relationship is causal or correlational?

  6. Your boss asks you to see if job satisfaction is related to turnover and sends you data from the latest annual opinion survey, which was 10 months ago, and the turnover reports for the last six months. Which type of analytics will you use to answer this question?