Quo vadis? - A családi vállalkozások összetett célrendszerének elemzése

Szerzők

  • Balázs Heidrich Budapesti Gazdasági Egyetem
  • Nóra Vajdovich Budapesti Gazdasági Egyetem

DOI:

https://doi.org/10.14267/VEZTUD.2021.11.02

Kulcsszavak:

szervezeti célok, célrendszer kialakítási modell, céldiverzitás, családi vállalkozás

Absztrakt

A cikk célja egy összefoglaló ismeretanyag készítése volt a témában megjelent szakirodalmi áttekintések alapján, valamint a családi vállalkozások szervezeti céljainak modellben történő leírása. A családi vállalkozások céljait a vállalat családi kötődéséből fakadó jellegzetességei teszik különlegessé és heterogénné. Így a gazdasági célok mellett megjelennek a nem gazdasági, vagyis szocioemocionális célok is. A családi vállalkozások céljainak kategorizálásán kívül a tanulmány rendszerezni kívánja azok kialakulását és kialakítását befolyásoló tényezőket és folyamatokat, valamint a lehetséges következményeket. A családi vállalkozások szervezeti céljait leíró modell érthetővé teszi a célokhoz kapcsolódó viszonyokat. E témában, a szerzők tudomása szerint, hazánkban még nem jelent meg publikáció, így arra tesznek kísérletet, hogy javaslataikkal felhívják a figyelmet az ez irányú kutatások szükségességére.

Letöltések

Letölthető adat még nem áll rendelkezésre.

Szerző életrajzok

Balázs Heidrich, Budapesti Gazdasági Egyetem

Egyetemi tanár

Nóra Vajdovich, Budapesti Gazdasági Egyetem

PhD-hallgató

Hivatkozások

Aparicio, G., Basco, R., Iturralde, T., & Maseda, A. (2017). An exploratory study of firm goals in the context of family firms: An institutional logics perspective. Journal of Family Business Strategy, 8(3), 157–169. https://doi.org/10.1016/j.jf bs.2017.08.002

Astrachan, J. H. (2010). Strategy in family business: Toward a multidimensional research agenda. Journal of Family Business Strategy, 1(1), 6–14. https://doi.org/10.1016/j.jf bs.2010.02.001

Audia, P. G. & Greve, H. R. (2006). Less likely to fail: Low performance, firm size, and factory expansion in the shipbuilding industry. Management Science, 52(1), 83–94. http://dx.doi.org/10.1287/mnsc.1050.0446

Basco, R. (2014). Exploring the influence of the family upon firm performance: Does strategic behaviour matter? International Small Business Journal: Researching Entrepreneurship, 32(8), 967–995. https://doi.org/10.1177/0266242613484946

Basco, R. (2017). Where do you want to take your family firm? A theoretical and empirical exploratory study of family business goals. BRQ Business Research Quarterly. ACEDE, 20(1), 28–44. https://doi.org/10.1016/j.brq.2016.07.001

Berrone, P., Cruz, C., Gomez-Mejía, L. R., & Larraza-Kintana, M. (2010). Socioemotional wealth and corporate responses to institutional pressures: Do family-controlled firms pollute less? Administrative Science Quarterly, 55(1), 82–113. https://doi.org/10.2189/asqu.2010.55.1.82

Berrone, P., Cruz, C. & Gomez-Mejia, L. R. (2012). Socioemotional Wealth in Family Firms: Theoretical Dimensions, Assessment Approaches, and Agenda for Future Research. Family Business Review, 25(3), 258–279. https://doi.org/10.1177/0894486511435355

Bogdány, E., Szépfalvi, A. & Balogh, Á. (2019). Hogyan tovább családi vállalkozások? Családi vállalkozások utódlási jellemzői és nehézségei. Vezetéstudomány, 50(2), 72-85. https://doi.org/10.14267/veztud.2019.02.06

Chrisman, J. J., Chua, J.H., Pearson, A.W. & Barnett, T. (2012a). Family Involvement, Family Influence, and Family-Centered Non-Economic Goals in Small Firms. Entrepreneurship: Theory and Practice, 36(2), 267–293. https://doi.org/10.1111/j.1540-6520.2010.00407.x

Chrisman, J. J., & Patel, P. C. (2012b). Variations in R&D investments of family and nonfamily firms: Behavioral agency and myopic loss aversion perspectives. Academy of Management Journal, 55(4), 976–997. https://doi.org/10.5465/amj.2011.0211

Chua, J.H., Chrisman, J.J. & Sharma, P. (1999). Defining the family business by behavior. Entrepreneurship Theory and Practice, 23, 19–39. https://doi.org/10.1177/104225879902300402

Craig, J. B. L. & Moores, K. (2005). Balanced Scorecards to drive the strategic planning of family firms. Family Business Review, 18(2), 105–122. https://doi.org/10.1111/j.1741-6248.2005.00035.x

Craig, J. & Moores, K. (2010). Strategically aligning family and business systems using the Balanced Scorecard. Journal of Family Business Strategy, 1(2), 78–87. https://doi.org/10.1016/j.jf bs.2010.04.003

Csákné Filep, J., Kása, R. & Radácsi, L. (2018). Családi vállalatkormányzás – a nemzetközi szakirodalom kategorizálása a három kör modell tükrében. Vezetéstudomány, 49(9), 46-56. https://doi.org/10.14267/veztud.2018.09.04

Cyert, R. M., Feigenbaum, E. A., & March, J. G. (2007). Models in a behavioral theory of the firm. Behavioral Science, 4(2), 81–95. https://doi.org/10.1002/bs.3830040202

Davis, J. A. (1982a). Challenges and Issues in Managing Family Firms (Working paper). Cambridge, Mass.: MIT Sloan School of Management.

Davis, J. A. (1982b). The Influence of Life Stages on Father-Son Work Relationship in Family Companies (Doctoral Dissertation in HBS). Ann Arbor, MI: University Microfilms International.

Debicki, B., Kellermanns, F.W., Chrisman, J., Pearson, A.W. & Spencer, B. (2016). Development of a socioemotional wealth importance (SEWi) scale for family firm research. Journal of Family Business Strategy, 7(1), 47–57. https://doi.org/10.1016/j.jf bs.2016.01.002

De Massis, A., Kotlar, J., Chua, J.H. & Chrisman, J.J. (2014). Ability and willingness as sufficiency conditions for family-oriented particularistic behavior: implications for theory and empirical studies. Journal of Small Business Management, 52, 344–364. https://doi.org/10.1111/jsbm.12102

DeShon, R.P., Kozlowski, S.W., Schmidt, A.M., Milner, K.R. & Wiechmann, D. (2004). A multiple-goal, multilevel model of feedback effects on the regulation of individual and team performance. Journal of Applied Psychology, 89(6), 1035–1056. https://doi.org/10.1037/0021-9010.89.6.1035

Freeman, E. R. (1994). The Politics of Stakeholder Theory: Some Future Directions. Business Ethics Quarterly, 4(4), 409–421. https://doi.org/10.2307/3857340

Gary, M.S., Yang, M.M., Yetton, P.W., & Sterman, J.D. (2017). Stretch goals and the distribution of organizational performance. Organization Science, 28(3), 395–410. https://doi.org/10.1287/orsc.2017.1131

Gersick, K. E., Lansberg, I., Desjardins, M., & Dunn, B. (1999). Stages and transitions: Managing change in the family business. Family Business Review, 12(4), 287–297. https://doi.org/10.1111/j.1741-6248.1999.00287.x

Gomez-Mejıa, L.R., Haynes, K.T., Nunez-Nickel, M., Jacobson, K.J.L. & Moyano-Fuentes, J. (2007). Socioemotional Wealth and Business Risks in Family-controlled Firms: Evidence from Spanish Oil Olive Mills. Administrative Science Queterly, 52. 106-137. http://doi.org/10.2189/asqu.52.1.106

Gómez-Mejía, L. R., Cruz, C., Berrone, P., & De Castro, J. (2011). The bind that ties: Socioemotional wealth preservation in family firms. The Academy of Management Annals, 5(1), 653–707. https://doi.org/10.5465/19416520.2011.593320

Habbershon, T. G., & Pistrui, J. (2002). Enterprising Families Domain: Family-Influenced Ownership Groups in Pursuit of Transgenerational Wealth. Family Business Review, 15(3), 223–237. https://doi.org/10.1111/j.1741-6248.2002.00223.x

Harris, D., Martinez, J.I., & Ward, J.L. (1994). Is Strategy Different for the Family-Owned Business? Family Business Review, 7(2), 159-174. https://doi.org/10.1111/j.1741-6248.1994.00159.x

Heidrich B, Németh, K. & Chandler, N. (2016). Running in the Family – Paternalism and Familiness in the Development of Family Businesses. Vezetéstudomány, 47(11), 70–82. https://doi.org/10.14267/VEZTUD.2016.11.08

Heidrich B., Chandler N., & Németh K. (2018). Protect and Be Served? - The Revival of Paternalistic Leadership in the Light Of Family Business. Logisztika - Informatika – Menedzsment, 3(1) 5-20. https://doi.org/10.29177/LIM.2018.1.5

Hofstede, G. (2011). Dimensionalizing Cultures: The Hofstede Model in Context. Online Readings in Psychology and Culture, 2(1), 1–26. https://doi.org/10.9707/2307-0919.1014

Kahneman, D. & Tversky, A. (1979). Prospect theory: An analysis of decision underrisk. Econometrica, 47(2), 263–291. https://doi.org/10.2307/1914185

Kaplan, R. S. & Norton, D. P. (1996). Management to Strategy Scorecard to Strategy. California Managment Review, 39(1), 53–79

Kása, R., Radácsi, L. & Csákné Filep, J. (2019). Családi vállalkozások definíciós operacionalizálása és hazai arányuk becslése a kkv-szektoron belül. Statisztikai Szemle, 97(2),146–174. https://doi.org/10.20311/stat2019.2.hu0146

Kaufman, B. E. (1990). A new theory of satisficing. The Journal of Behavioral Economics, 19(1), 35–51. https://doi.org/10.1016/0090-5720(90)90016-Z

Kellermanns, F. W. & Eddleston, K. A. (2004). Feuding families: When conflict does a family firm good. Entrepreneurship: Theory and Practice, 28(3), 209–228. https://doi.org/10.1111/j.1540-6520.2004.00040.x

Kelly, D. & Amburgey, T. L. (1991). Organizational Inertia and Momentum: a Dynamic Model of Strategic Change. Academy of Management Journal, 34(3), 591–612. https://doi.org/10.2307/256407

Kotlar, J., Fang, H., De Massis, A. & Frattini, F. (2014). Profitability goals, control goals, and the R&D investment decisions of family and nonfamily firms. Journal of Product Innovation Management, 31(6), 1128–1145. https://doi.org/10.1111/jpim.12165

Kotlar, J., De Massis A., Wright, M., & Frattini, F. (2018). Organizational Goals: Antecedents, Formation Processes and Implications for Firm Behavior and Performance. International Journal of Management Reviews, 20, S3–S18. https://doi.org/10.1111/ijmr.12170

Kotlar, J. & De Massis, A. (2013). Goal setting in family firms: Goal diversity, social interactions, and collective commitment to family-centered goals. Entrepreneurship: Theory and Practice, 37(6), 1263– 1288. https://doi.org/10.1111/etap.12065

Levenburg, N. M. (2002). Family Business Goals in the Tourism and Hospitality Sector: Case Studies and Cross-Case Analysis from Australia, Canada, and Sweden by Tommy Andersson, Jack Carlsen, Donald Getz. Family Business Review, 15(2), 107–109. https://doi.org/10.1111/j.1741-6248.2002.00107.x

Locke, E. A. (2000). Motivation, cognition, and action: An analysis of studies of task goals and knowledge. Applied Psychology, 49(3), 408–429. https://doi.org/10.1111/1464-0597.00023

Locke, E. A. & Latham, G. P. (2006). New directions in goal-setting theory. Current Directions in Psychological Science, 15(5), 265–268. https://doi.org/10.1111/j.1467-8721.2006.00449.x

Loewenstein, G. & Thaler, R. H. (1989). Anomalies: Intertemporal Choice. Journal of Economic Perspectives, 3(4), 181–193. https://doi.org/10.1257/jep.3.4.181

Makó, C., Csizmadia, P. & Heidrich, B. (2016). Succession in the Family Business: Need to Transfer the “Socio-Emotional Wealth” (SEW). Vezetéstudomány, 47(11), 16–28. https://doi.org/10.14267/VEZTUD.2016.11.03

Miller, C. C., Burke, L. M. & Glick, W. H. (1998). Cognitive diversity among upper-echelon executives: Implications for strategic decision processes. Strategic Management Journal, 19(1), 39–58.

Miller, D., Le Breton-Miller, I., Lester, R.H. & Cannella, A.A. (2007). Are family firms really superior performers? Journal of Corporate Finance, 13(5), 829– 858. https://doi.org/10.1016/j.jcorpfin.2007.03.004

Miller, D. & Le Breton-Miller, I. (2006). Family governance and firm performance: Agency, stewardship, and capabilities. Family Business Review, 19(1), 73–87. https://doi.org/10.1111/j.1741-6248.2006.00063.x

Miller, D. & Le Breton-Miller, I. (2014). Deconstructing socioemotional wealth. Entrepreneurship: Theory and Practice, 38(4), 713–720. https://doi.org/10.1111/etap.12111

Noszkay, E. (2017). Tapasztalatok a családi vállalkozások átörökítésének dilemmái kapcsán. Vezetéstudomány, 48(6-7) 64-72. https://doi.org/10.14267/veztud.2017.06.08

Perényi Á., & Losoncz M. (2018). A Systematic Review of International Entrepreneurship Special Issue Articles. Sustainability, 10(10), 1–26. https://doi.org/10.3390/su10103476

Pieper, T. M. & Klein, S. B. (2007). The bulleye: A systems approach to modeling family firms. Family Business Review, 20(4), 301–319. https://doi.org/10.1111/j.1741-6248.2007.00101.x

Sharma, P., Chrisman, J. J. & Chua, J. H. (1997). Strategic management of the family business: Past research and future challenges. Family Business Review, 10(1), 1–35. https://doi.org/10.1111/j.1741-6248.1997.00001.x

Short, J. C. & Palmer, T. B. (2003). Oganizational performance referents: An empirical examination of their content and influences. Organizational Behavior and Human Decision Processes, 90(2), 209–224. https://doi.org/10.1016/S0749-5978(02)00530-7

Simon, H. A. (1979). Rational decision making in business organizations. American Economic Review, 69(4), 493– 513. https://www.jstor.org/stable/1808698

Singer, J. & Donoho, C. (1992). Strategic management planning for the successful family business. Journal of Business and Entrepreneurship, 4(3), 39–51.

Tagiuri, R. & Davis, J. (1992). On the goals of successful family companies. Family Business Review, 5(1), 43-62. https://doi.org/10.1111/j.1741-6248.1992.00043.x

Tagiuri, R. & Davis, J. (1996). Bivalent attributes of the family firm. Family Business Review, 9(2), 199–208. https://doi.org/10.1111/j.1741-6248.1996.00199.x

Tranfield, D., Denyer, D., & Smart, P. (2003). Towards a methodology for developing evidence-informed management knowledge by means of systematic review. British Journal of Management, 14(3), 207– 222. https://doi.org/10.1111/1467-8551.00375

Upton, N., Teal, E. J. & Felan, J. T. (2001). Strategic and Business Planning Prctices of Fast Growth Family Firms. Journal of Small Business Management, 39(1), 60–72. https://doi.org/10.1111/0447-2778.00006

Vazquez, P. & Rocha, H. (2018). On the goals of family firms: A review and integration. Journal of Family Business Strategy, 9(2), 94–106. https://doi.org/10.1016/j.jfbs.2018.02.002

Wieszt, A. & Drótos, Gy. (2018). Családi vállalkozások. In Kolosi, T., & Tóth, I., Gy. (eds.), Társadalmi Riport 2018 (pp. 233-247). Budapest, Magyarország: TÁRKI. Retrieved from http://www.tarki.hu/sites/default/files/trip2018/233247_wieszt_drotos_Csaladi_vállal-kozasok_Magyarorszagon.pdf

Whetten, D. A., Felin, T. & King, B. G. (2009). The practice of theory borrowing in organizational studies: Current issues and future directions. Journal of Management, 35(3), 537–563. https://doi.org/10.1177/0149206308330556

Williams, R. Jr, Pieper, T., Kellermanns, F. & Astrachan, J. (2018). Family Firm Goals and their Effects on Strategy, Family and Organization Behavior: A Review and Research Agenda. International Journal of Management Reviews, 20(S1), S63–S82. https://doi.org/10.1111/ijmr.12167

Williams, R. I., Pieper, T.M., Kellermanns, F.W., & Astrachan, J.H. (2019). Family business goal formation: a literature review and discussion of alternative algorithms. Management Review Quarterly, 69(3), 329–349. https://doi.org/10.1007/s11301-019-00155-8

Yu, A., Lumpkin, G.T., Brigham, K.H. & Sorenson, R.L. (2012). The Landscape of Family Business Outcomes: A Summary and Numerical Taxonomy of Dependent Variables. Family Business Review, 25(1), 33–57. https://doi.org/10.1177/0894486511430329

Yeo, R. K. (2008). Brewing service quality in higher education. Quality Assurance in Education, 16(3), 266-286. https://doi.org/10.1108/09684880810886277

Yeo, R. K. (2009). Service quality ideals in a competitive tertiary environment. International Journal of Educational Research, 48(1), 62-76. https://doi.org/10.1016/j.ijer.2009.03.004

Zellweger, T. M., Nason, R. S. (2008). A stakeholder perspective on family firm performance. Family Business Review, 21(3), 203–216. https://doi.org/10.1177/08944865080210030103

Zellweger, T.M., Kellermanns, F.W., Chrisman, J.J. & Chua, J.H. (2012). Family control and family firm valuation by family CEOs: The importance of intentions for transgenerational control. Organization Science, 23(3), 851–868. https://doi.org/10.1287/orsc.1110.0665

Zellweger, T.M., Nason, R.S., Nordqvist, M. & Brush, C.G. (2013). Why do family firms strive for nonfinancial goals? An organizational identity perspective. Entrepreneurship: Theory and Practice, 37(2), 229– 248. https://doi.org/10.1111/j.1540-6520.2011.00466.x

Downloads

Megjelent

2021-11-12

Hogyan kell idézni

Heidrich, B., & Vajdovich, N. (2021). Quo vadis? - A családi vállalkozások összetett célrendszerének elemzése. Vezetéstudomány Budapest Management Review, 52(11), 13–27. https://doi.org/10.14267/VEZTUD.2021.11.02

Folyóirat szám

Rovat

Tanulmányok

Ugyanannak a szerző(k)nek a legtöbbet olvasott cikkei