Professor Julia Balogun

Visiting Professor

Research Interests

My early work explored how strategic activity is initiated and championed at multiple levels within organizations through a focus on middle managers and strategic change. This work adopts a sensemaking perspective and has won international recognition through acceptance in top ranked international journals.

In 2000 I helped to establish the Change Management Consortium, a collaborative research partnership between academics and practitioners, originally based at Cranfield School of Management with founder members including GSK, GKN, Ernst & Young, Cable & Wireless and HP labs. This consortium has undertaken a range of research, exploring issues, such as, managing change across boundaries and individuals and continuous change, and has more recently undertaken research into merger processes, such as at HMRC.

My current research is more concerned with investigating strategizing as a distributed organisational activity, through a focus on activities such as strategic planning, strategic change and radical organisational restructuring. I have acquired a particular interest in how large corporations transform themselves to both retain and regain competitive advantage in the face of declining performance.

My research in this area is connected to a field of research which has become known as “Strategy as Practice” (SAP). Research in strategy is largely dominated by a view of strategy as something organisations have, neglecting strategy as something organisations do. The strategy as practice field attempts to redress this balance through the adoption of sociological approaches to strategizing and strategic change. I am working collaboratively with other academics internationally to promote this field through the Strategy as Practice International Network of which the Centre for Strategic Management at Lancaster is a founding member. (See http://www.sap-in.org/.) I collaborate on SAP international research projects, special issues, and conference events. I also facilitate development of the field through my personal interntational publications in the area.

In January 2006 I became a Ghoshal Fellow of the Advanced Institute for Management. As part of the fellowship I have undertaken a major empirical investigation of how multinational enterprises are developing integrated European operations from previously multi-domestic modes of operation in response to performance challenges, and how they deliver the associated local transformation this requires. Consistent with the strategy as practice perspective this research follows what executives at the European and National levels are doing to deliver this shift. This work is currently being developed into different research streasm, including breaking out of strategy vectors, narrative approaches to strategic renewal and subsidairy evolution.

Additional projects underway include collaborative work exploring strategising from a discourse perspective, middle manager strategic sensemaking and the impact of strategists’ identity on their strategic activity.

I typically utilise my previous consultancy experience to work collaboratively with organisations and managers in a way that enables the co-production and advancement of practitioner and theoretical knowledge about strategy and strategic change. My work is, therefore, also used to inform practice through practitioner books and journals. I remain committed to research that is both rigorous and practically relevant.

In addition to publishing widely in the area of strategy and strategic change, I sit on the editorial boards of leading international journals, including the Academy of Management Journal, Journal of Management Studies, Organization Science, Organization Studies and Long Range Planning.

Breaking out of strategy vectors to deliver discontinuous change
Balogun, J., Floyd, S., Friesl, M. 2013
Conference paper

Selling, resistance and reconciliation: a critical discursive approach to subsidiary role evolution in MNCs
Balogun, J., Jarzabkowski, P., Vaara, E. 08/2011 In: Journal of International Business Studies. 42, 6, p. 765-786. 22 p.
Journal article

Considering planned change anew: stretching large group interventions strategically, emotionally and meaningfully
Bartunek, J., Balogun, J., Do, B. 2011 In: The Academy of Management Annals. 5, 1, p. 1-52. 52 p.
Journal article

Middle Managers, Strategic Sensemaking and Discursive Competence
Rouleau, L., Balogun, J. 2011 In: Journal of Management Studies. 48, 5, p. 953-983. 30 p.
Journal article

PDW: Publishing Qualitative Research in Premier Academic Journals: Organizing the Life-Cycle of Qualitative Research: From Research Design to Publication
Balogun, J. 2011
Other

PDW: Strategy-as-Practice Research: Taking Stock and Going Forward: Strategizing and Sensemaking
Balogun, J. 2011
Conference paper

Legitimating contentious strategic decision making: a rhetorical perspective
Balogun, J., Fahy, K., Vaara, E. 10/2010
Conference paper

Uncovering relationships and shared emotion beneath senior managers’ resistance to strategic change
Balogun, J., Bartunek, J., Do, B. 08/2010 In: Academy of Management Annual Meeting Proceedings. p. 1-6. 7 p.
Journal article

Breaking out of strategy vectors
Balogun, J., Floyd, S. 2010
Conference paper

Breaking out of strategy vectors: reintroducing culture
Balogun, J., Floyd, S. 2010 In: Research in Organizational Change and Development. 18, p. 51. 76 p.
Journal article

Collaborating to discover the practice of strategy and its impact
Antonacopoulou, E., Balogun, J. 2010 In: Advances in Strategic Management. 27, p. 391-410. 20 p.
Journal article

Contentious strategic decision making in MNCs: a case study of legitimation dynamics
Balogun, J., Fahy, K., Vaara, E. 2010
Conference paper

PDW: Analyzing Strategy as Discourse: Advancing Sensemaking through Critical Discourse Analysis
Balogun, J. 2010
Conference paper

PDW: Publishing Qualitative Research: Designing Data Capture in Consultancy Based Relationships to Feed Publication
Balogun, J. 2010
Conference paper

Panel: Challenging the Foundations of Change: Do Values Matter?: Daring to Care in the Field: Respect and Independence
Balogun, J. 2010
Conference paper

Researching strategists and their identity in practice: building close-with relationships
Balogun, J., Johnson, P., Beech, N. 2010 In: Cambridge Handbook of Strategy-as-Practice. Cambridge : Cambridge University Press p. 243-257. 15 p.
Chapter

Symposium: Theorizing the Middle Manager: Middle Managers: Strategic Change and Strategy as Practice
Balogun, J. 2010
Conference paper

Tracking the process of strategic renewal in MNEs: a discourse perspective
Balogun, J., Fahy, K. 2010
Conference paper

Uncovering relationships and shared emotion beneath senior managers' resistance to strategic change
Balogun, J., Bartunek, J., Do, B. 2010
Conference paper

A discourse perspective on strategic renewal
Balogun, J., Fahy, K. 2009
Conference paper

A discourse perspective on strategic renewal: a methodology
Balogun, J., Fahy, K. 2009
Conference paper

Narrating strategic renewal
Balogun, J., Fahy, K. 2009
Conference paper

Strategic Change In Pluralistic Environments: A Process Perspective
Kwon, W., Balogun, J. 2009
Conference paper

Symposium: Researching the Strategic Middle Manager: Researching middle managers collaboratively
Balogun, J. 2009
Conference paper

The practice and process of delivering integration through strategic planning
Jarzabkowski, P., Balogun, J. 2009 In: Journal of Management Studies. 46, 8, p. 1255-1288. 34 p.
Journal article

When the bus conductors refuse to drive or even ride: personal loss, emotions, responses to strategic change and resistance
Balogun, J., Bartunek, J. 2009
Conference paper

Cognitively skilled organizational decision making: making sense of deciding
Balogun, J., Pye, A., Hodgkinson, G.P. 2008 In: The Oxford handbook of organizational decision making. Oxford : Oxford University Press p. 233-249. 18 p. ISBN: 9780199290468.
Chapter

Exploring middle managers' strategic sensemaking role in practice
Balogun, J., Rouleau, L. 2008
Conference paper

Exploring strategic change
Balogun, J., Hope Hailey, V. 2008 3rd ed. London : Prentice Hall. 290 p. ISBN: 9780273708025.
Book

Narrating strategic renewal: frame breaking change
Balogun, J. 2008
Conference paper

Narrating subsidiary evolution and strategic renewal
Balogun, J. 2008
Conference paper

Symposium: Resurrecting Strategic Planning: Delivering Integration and Coordination through Strategic Planning
Balogun, J., Jarzabkowski, P. 2008
Conference paper

Strategizing: the challenges of practice perspective
Jarzabkowski, P., Balogun, J., Seidl, D. 01/2007 In: Human Relations. 60, 1, p. 5-27.
Journal article

Breaking strategy vectors to deliver strategic change: a distributed perspective
Balogun, J., Floyd, S. 2007
Conference paper

Exploring middle manager's strategic sensemaking role in practice
Balogun, J., Rouleau, L. 2007
Conference paper

PDW: Researching and Publishing on Strategy as Practice: Publishing in journals: learning points from the HR SI on SAP
Balogun, J. 2007
Conference paper

Strategic change practice: understanding how change occurs via technology: understanding how change occurs via technology
Balogun, J., Slocum, A. 2007
Conference paper

Strategic planning: mediating distributed and fragmented interests in the multi-national
Balogun, J., Jarzabkowski, P. 2007
Conference paper

Strategizing:a practice perspective
Balogun, J., Jarzabkowski, P., Seidl, D. 2007 In: Human Relations. 60, 1
Special issue

Strategy as practice perspective
Balogun, J., Jarzabkowski, P., Seidl, D. 2007 In: Advanced Strategic Management. Basingstoke : Palgrave Macmillan ISBN: 9781403985927.
Chapter

Symposium: Strategists’ Identity and the Impact on the Practice of Strategy: Interlocking cycles of strategy practice and identity work
Balogun, J., Beech, N., Johnson, P. 2007
Conference paper

Symposium: The Pragmatics of Theory Building: A Dialogue: Building theory from Qualitative Research
Balogun, J. 2007
Conference paper

The practice of organizational restructuring: from design to reality
Balogun, J. 2007 In: European Management Journal. 25, 2, p. 91-101. 11 p.
Journal article

Building integration into strategic planning across organisational boundaries
Balogun, J., Jarzabkowski, P. 2006
Conference paper

Distributed strategic planning
Balogun, J., Jarzabkowski, P. 2006
Conference paper

Integration or centralisation? : a discursive struggle over strategy and structure
Balogun, J., Jarzabkowski, P. 2006
Conference paper

Integration or centralisation? : a discursive struggle over the re-organisation of strategic planning
Balogun, J., Jarzabkowski, P. 2006
Conference paper

Managing change:steering a course between intended strategies and unanticipated outcomes
Balogun, J. 2006 In: Long Range Planning. 39, 1, p. 29-49. 21 p.
Journal article

Strategic planning in the multi-national: distributed and fragmented
Balogun, J., Jarzabkowski, P. 2006
Conference paper

Strategie comme pratique: recentrage de la recherche en management strategique
Balogun, J., Jarzabkowski, P., Seidl, D. 2006 In: La fabrique de la strategie une perspective multidimensionnelle. Paris : Vuibert
Chapter

Symposium: Strategists Identity and the Impact on the Practice of Strategy: Strategy practice and identity work
Balogun, J., Johnson, P., Beech, N. 2006
Conference paper

Understanding middle manager’s strategic sensemaking: a theoretical exploration
Balogun, J., Rouleau, L. 2006
Conference paper

Unlocking interlocking cycles of strategy practice and identity work
Balogun, J., Johnson, P., Beech, N. 2006
Conference paper

Distributed strategizing: co-producing strategic plans across strategising communities
Balogun, J., Jarzabkowski, P. 2005
Conference paper

From intended strategies to unintended outcomes: the impact of change recipient sensemaking
Balogun, J., Johnson, G. 2005 In: Organization Studies. 26, 11, p. 1573-1601. 29 p.
Journal article

Managing change across boundaries: boundary shaking practices
Balogun, J., Hope Hailey, V., Gleadle, P., Willmott, H. 2005 In: British Journal of Management. 16, 4, p. 261-278. 18 p.
Journal article

Symposium: Publishing Strategy as Practice Research: Surviving the Revise and Resubmit Process
Balogun, J. 2005
Conference paper

Symposium: Strategy as Practice: The state of the art: Researching Strategy as Practice
Balogun, J. 2005
Conference paper

The co-production of strategic plans across strategising communities
Balogun, J., Jarzabkowski, P. 2005
Conference paper

The experience of middle managers: a Janusian task
Balogun, J., Hope-Hailey, V. 2005
Conference paper

Designing and doing strategic planning: a multi-level perspective
Balogun, J., Jarzabkowski, P. 2004
Conference paper

Exploring strategic change
Balogun, J., Hope Hailey, V. 2004 2nd ed. Harlow : Prentice-Hall. 259 p. ISBN: 0273683276.
Book

Organizational restructuring and middle manager sensemaking
Balogun, J., Johnson, G. 2004 In: Academy of Management Journal. 47, 4, p. 523-549. 27 p.
Journal article

Symposium: Challenging Traditions in Strategy: Strategizing and Strategy as Practice – a Micro Perspective
Balogun, J., Bromily, P., Jarzabkowski, P., Johnson, G., Langley, A., Tsoukas, H., Priem, R. 2004
Conference paper

Re-conceiving change management: a knowledge based perspective
Balogun, J., Jenkins, M. 04/2003 In: European Management Journal. 21, 2, p. 247-257. 11 p.
Journal article

From blaming the middle to harnessing its potential: creating change intermediaries
Balogun, J. 2003 In: British Journal of Management. 14, 1, p. 69-84. 16 p.
Journal article

Organisational restructuring and middle manager sensemaking
Balogun, J. 2003
Conference paper

Panel: Strategy Process: A Micro Level Phenomena
Balogun, J., Johnson, G., Maclean, D. 2003
Conference paper

Three responses to methodological challenges of studying strategising
Balogun, J., Huff, A., Johnson, P. 2003 In: Journal of Management Studies. 40, 1, p. 197-224. 28 p.
Journal article

Devising context sensitive approaches to change: the example of Glaxo Wellcome
Balogun, J., Hope Hailey, V. 2002 In: Long Range Planning. 35, 2, p. 153-170. 18 p.
Journal article

Making sense in the field: approaches and implications for researchers and practitioners
Balogun, J., Bryant, B., Eden, C., Johnson, G., Johnson, P. 2002
Conference paper

Managing across boundaries: boundary spanning management practices and change
Balogun, J., Gleadle, P., Hope-Hailey, V., Willmott, H. 2002
Conference paper

Three responses to methodological challenges of studying strategising
Balogun, J., Huff, A., Johnson, P. 2002
Conference paper

A knowledge based perspective on change management
Balogun, J., Jenkins, M. 2001
Conference paper

From intended strategies to unintended outcomes: the impact of change recipient sensemaking
Balogun, J., Johnson, G. 2001
Conference paper

Managing strategic change: devising a context sensitive approach to implementation
Balogun, J., Hope Hailey, V. 2001 In: The Portable MBA. Chichester : John Wiley and Sons Ltd
Chapter

Methodologies for tracing micro-processes in large, longitudinal research projects
Balogun, J., Huff, A., Johnson, P. 2001
Conference paper

Re-conceiving change management: a knowledge based perspective
Balogun, J., Jenkins, M. 2001
Conference paper

From blaming the middle to harnessing its potential: creating change intermediaries
Balogun, J. 2000
Conference paper

Exploring strategic change
Balogun, J., Hope Hailey, V. 1999 1st ed. Harlow : Prentice Hall. 248 p. ISBN: 0132638568.
Book

Bridging the gap between intended and unintended change: the role of managerial sensemaking
Balogun, J., Johnson, G. 1998 In: Managing Strategically in an Inter-Connected World. Chichester : John Wiley and Sons Ltd
Chapter

Managers' perceptions of the importance of supply, overhead and operating costs
Balogun, J., Armistead, C., Bowman, C. 1995 In: International Journal of Operations and Production Management. 15, p. 16-28. 13 p.
Journal article

Strategic Thinking: Leadership and the Management of Change
Johnson, G., Hendry, J., Balogun, J. 1993 Chichester : John Wiley and Sons Ltd. ISBN: 9780471939900.
Book