Q Academy of Management Learning & Education, 2017, Vol. 16, No. 1, 1–22. https://doi.org/10.5465/amle.2013.0335
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A Study of Anglo Expatriate
Managers’ Learning, Knowledge
Acquisition, and Adjustment in
Multinational Companies in
China
STEVEN J. ARMSTRONG
University of Lincoln, Lincoln, United Kingdom
YAN LI
Xiamen University, Xiamen, China
This study investigates Anglo expatriate managers’ learning, knowledge acquisition, and
adjustment to the host culture when working within Anglo multinational companies operating
in China. A structural equation model based on data from 121 expatriate managers reveals
that Anglo managers adjust more effectively when their learning styles are congruent with the
demands of the host culture. Their levels of accumulated managerial tacit knowledge and
adaptive flexibility were also associated with their learning styles, which in turn led to more
effective adjustment to the host culture. Implications for theory, global manager development,
and expatriate management are provided.
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Gregersen, 2005). These problems are exacerbated by an increasing need for expatriate managers. For example, recent studies have revealed
that there are more than 65,000 MNCs with over
850,000 foreign subsidiaries operating globally
(Colakoglu & Caligiuri, 2008), and numbers are
expected to continue to grow steadily (UNCTAD,
2012). Clearly this shift to a global outlook for
many MNCs is contingent on having an adequate
number of global managers to staff the anticipated growth. There is also an increasing need to
use expatriate managers relocated overseas in
leadership positions to impact future success of
MNCs (Harvey & Moeller, 2009).
The usefulness of expatriate managers in emerging markets is inevitable because of the strategic
roles these managers play and the severe shortage of
local talent within these economies (Lenartowicz &
Johnson, 2007). The impact of successful international
assignments is also known to be beneficial for both
A growing influx of foreign investment in emerging
markets is driving increasing demand for global
managers with the capabilities required to manage
in culturally, economically, and institutionally diverse locations (Li & Scullion, 2010). Multinational
corporations (MNCs) have known for some time that
it is imperative to attract, develop, and retain managers who can live and work effectively outside of
their own national borders for periods that often
span several years (Caligiuri, 2000). However,
recruiting candidates remains a significant challenge because few employees willingly accept international mobility (Mol, Born, Willemsen, & Van
der Molen, 2005) and many that do return early for
various reasons, including difficulties in adapting to host cultures (Stroh, Black, Mendenhall, &
Correspondence concerning this article should be addressed to
Dr. Yan Li, School of Management, Xiamen University, Xiamen,
China, Email:liyangigi@xmu.edu.cn
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Academy of Management Learning & Education
organizational success and individual career progression (Dickmann & Doherty, 2008). For example,
organizations led by CEOs with international experience perform better financially (Carpenter,
Sanders, & Gregersen, 2001), and the managers
themselves attest to living and working abroad as
the most powerful experience in developing their
career capital (Dickmann & Doherty, 2008). However, managing international assignments is both
challenging and complex for organizations (Shaffer,
Harrison, Gregersen, Black, & Ferzandi, 2006), and
despite several decades of research, there is still
widespread evidence that expatriate managers in
MNCs perform poorly overseas, and that their inability to function effectively can be detrimental to
an MNCs’ global business (Johnson, Lenartowicz, &
Apud, 2006; Harvey & Moeller, 2009). The causes of
failure are numerous and complex (Cole, 2011), but
a key factor identified in the literature is a lack of
cultural knowledge on the part of international managers (Lenartowicz, Johnson, & Konopaske, 2014). This
can be costly for an MNC in terms of both direct (Vogel
& van Vuuren, 2008) and indirect costs of reduced
productivity, damaged relationships, and lost opportunities that can be more costly in the long term
(Dowling, Festing, & Engle, 2013). A high risk of repatriate turnover has also been reported (Furuya,
Stevens, Bird, Oddou, & Mendenhall, 2009), which
suggests that MNCs may not always be able to capitalize on benefits of international assignments once
the assignee repatriates. The factors that determine
whether employees with international assignment
experience choose to remain with their organizations
are unclear. Understanding this phenomenon is
becoming a priority for MNCs (Reiche, Kraimer, &
Harzing, 2011), because a key motive is not only to
accomplish a specific task during the assignment,
but also to contribute to the long-term development
of both individual talent and the larger organization
(Takeuchi, Tesluk, Yun, & Lepak, 2005).
For these reasons, international HR practitioners
and management researchers alike are interested
in evaluating international assignments and understanding how to best predict individuals who can
live and work successfully in cross-national settings
(Caligiuri, 2000) and subsequently be retained by
the organization. Previous research indicates considerable variation in criteria used to evaluate the
success of expatriate assignments. Three common
criteria are cross-cultural adjustment, performance
on the global assignment, and completion of the
assignment (Caligiuri, 2000). Cross-cultural adjustment has been argued to be the antecedent of both
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performance and completion of the assignment
(Furuya et al., 2009). Given that these are both important for MNCs, a better understanding of the factors
that impact cross-cultural adjustment is necessary.
Organizational interventions for enhancing crosscultural adjustment range from didactic training
programs to intensive cultural experiences gained
from international assignments (Caligiuri, 2006). The
latter are aimed at cultivating individuals to think
more globally by exposing them to the challenges of
living and working in a foreign environment (Leung,
Maddux, Galinsky, & Chiu, 2008), and the topic has
an established pedigree in the international human
resource management research literature.
Cultural knowledge in emerging markets has been
argued to have a special nature in that it is highly tacit
(Lenartowicz et al., 2014) and fast-changing, and its
acquisition will depend on intensive socialized activities and experiences in the host culture (Li & Scullion,
2010). Expatriation success will hinge on how well
expatriate managers learn from their experiences (Ng,
Dyne, & Ang, 2009), and the knowledge acquired is
deemed to be an underestimated strategic outcome in
the study of expatriate adjustment (Hocking, Brown, &
Harzing, 2004). However, few studies have researched
management learning and knowledge acquisition
in the context of cross-cultural adjustment (Yamazaki,
2005). This is despite assertions that different learning
strategies may be required for effective adaptation
in various host cultures (Yamazaki & Kayes, 2007);
tacit knowledge is known to be one factor that distinguishes successful managers from others (Armstrong
& Mahmud, 2008); culture is believed to shape peoples’
preferred modes of learning (Yamazaki, 2010), and is
argued to be one of the most powerful socialization
agents that impact on individuals’ styles of learning
(De Vita, 2001; Lenartowicz et al., 2014). Given the
dearth of globally successful professionals, it is important for organizations to more fully understand
how managers learn and develop as a function of
their international experiences. Our work here seeks
to examine in detail how expatriate adjustment to a
host culture and the acquisition of managerial tacit
knowledge are influenced by different approaches to
learning. It does this through the lens of experiential
learning theory.
THEORY DEVELOPMENT AND HYPOTHESES
Expatriate Adjustment
Expatriate adjustment to international assignments
involves significant changes to the work that individuals perform and requires them to deal with
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Armstrong and Li
unfamiliar norms that often lead to expatriates
returning home prematurely (McGinley, 2008). The
range of failure of expatriate managers, typically
between 20 and 40%, is known to lead to high direct
and indirect costs for MNCs (Dowling et al., 2013).
Further costs of an implicit nature occur when expatriate managers remain in their overseas assignments despite underperforming, leading to
damage of an organization’s reputation, relationships, and performance (Harzing, 1995). These issues
are of particular concern to MNCs because damage
to reputation in key strategic foreign markets detrimentally affects their prospects of developing international business relationships (Athanassiou &
Nigh, 2000). There are also considerable costs
for managers themselves, including loss of selfesteem, self-confidence, and reputation (Dowling
et al., 2013). Given the increasing needs for expatriate managers in developing countries where the
economic and cultural distance will be greater than
in developed countries, problems with adapting to
the host culture are likely to be even more significant
(Aycan et al., 2000; Haslberger, 2005). More research
is therefore needed to enhance our understanding
of the reasons for expatriate failure (Reiche et al.,
2011), particularly in non-Western contexts, such as
China (Selmer, 2006).
Previous research has revealed a multitude of
reasons for expatriate failure, but the one that has
been historically identified as the primary reason is
related to expatriates’ inability to adjust to foreign
environments (Black, Mendenhall, & Oddou, 1991;
Okpara & Kabongo, 2011; Shaffer, Harrison, & Gilley,
1999; Takeuchi et al., 2005). The adjustment model
proposed by Black, Mendenhall, and Oddou (1991) is
regarded as the most influential treatment of expatriate experiences and represents a context-specific
reflection of the stressor–stress–strain sequence
(Bhaskar-Shrinivas, Harrison, Shaffer, & Luk, 2005).
Research on expatriate adjustment based on this
model has generally focused on three facets: general or cultural adjustment related to comfort associated with general living conditions; interaction
adjustment related to comfort associated with
interacting with host country nationals; and work
adjustment related to comfort associated with the
assignment of job or tasks.
In a meta-analytic study, Hechanova, Beehr, and
Christiansen (2003) sought to determine a range of
variables that predict the development of expatriate
adjustment across all three facets. Self-efficacy,
frequency of interaction with host nationals, and
family support consistently predicted all three types
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of adjustment. Bhaskar-Shrinivas and colleagues
(2005) further extended theory by demonstrating that
adjustment has reliable implications for psychological strains and bottom-line outcomes, including
task- and relationship-based outcomes. They concluded that although expatriate adjustment is sensitive to many stressors, we do now have a much
clearer knowledge about temporal patterns, inputs
to, and outputs from adjustment. Armed with that
knowledge, they suggest that researchers should
now focus on contextual variables that might mitigate or exacerbate adjustment problems for the
steadily increasing number of individuals sent on
international assignments. This is because after 3
decades of research and prescription there is still
widespread evidence that a significant number
of managers in MNCs perform poorly overseas
(Cornelius & Debner, 2011). Lack of cultural knowledge is cited as a frequent source of failure
(Lenartowicz et al., 2014). Although knowledge is
believed to be a product of learning from experience
(Nonaka & Takeuchi, 1995), there is a dearth of research on the learning context and how cultural
knowledge is created and diffused in MNCs. This
is a primary purpose of our research here.
Although it is commonly held that expatriate managers engage in extensive learning during their
overseas assignments (Osland, Bird, Mendenhall, &
Osland, 2006), there is scant empirical research on
what they have learned or on what factors may affect
their learning (Furuya et al., 2009). Undoubtedly, international assignments provide an ideal opportunity for expatriates to learn and develop the
necessary skills for adapting to challenging new
environments (Farh, Bartol, Shapiro, & Shin, 2010).
However, newcomers find themselves in unfamiliar territory, and they must adapt by accessing a wide range of knowledge about the local
culture and language, the local business setting,
and the local interpersonal communication networks (Hocking, Brown, & Harzing, 2007). Recent
studies (e.g., Lenartowicz et al., 2014; Maertz,
Hassan, & Magnusson, 2009) have highlighted the
importance of experiential-learning theories for
developing and exhibiting culturally appropriate
behaviors to fit with the host culture. Learning is
a critical process of human adaptation and leads to
acquisition of new knowledge and development
of skills through interaction with the immediate
environment (Boyatzis & Kolb, 1995). Success of
intercultural adjustment has also been linked to
person–environment fit (Armstrong & Cools, 2009).
In the context of learning, the fit between an
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individual’s learning style and the work context
has been shown to positively influence the accumulation of managerial tacit knowledge (Armstrong &
Mahmud, 2008) and cultural intelligence in global
leaders (Li, Mobley, & Kelly, 2013). A recent examination of expatriate adjustment (Yamazaki,
2010) highlighted the importance of Kolb’s (1984)
experiential-learning theory (ELT), deemed by others
to be an appropriate theoretical lens through which
to examine how cultural knowledge is acquired
(Fowler & Blohm, 2004; Yamazaki & Kayes, 2004).
Experiential Learning Theory (ELT)
ELT defines learning as “the process whereby
knowledge is created through the transformation of
experience. Knowledge results from the combination of grasping and transforming experience”
(Kolb, 1984: 41). The theory builds on the foundational work of other prominent scholars, such as
Jung (1923), Dewey (1938), and Lewin (1951), who gave
experience a central role in their theories of human
learning. ELT remains one of the most pervasive
theories about how managers learn from experience
(Li et al., 2013) and represents “a dynamic, holistic
model of the process of learning from experience
and a multi-linear model of adult development”
(Kolb & Kolb, 2009: 43). The theory is based on
a learning cycle driven by the resolution of two dialectically related modes of grasping experience
(Concrete Experience versus Abstract Conceptualization) and two dialectically related modes of
transforming experience (Reflective Observation
versus Active Experimentation). Experiential learning is “a process of constructing knowledge that
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involves a creative tension among these four
learning modes that is responsive to cultural demands” (Kolb & Kolb, 2009: 44).
Figure 1 depicts Kolb’s (1984) 4-stage cycle, a recursive process that is responsive to the leaning
situation. Concrete experiences (CE) are the basis
for reflections and observations (RO) on those experiences. Those reflections are assimilated into
abstract concepts (AC) leading to development of
new theory from which new implications for action
can be drawn. These implications and new theories
are then tested through active experimentation (AE).
This stage both completes the cycle of learning and
ensures it begins afresh by assisting the creation of
new experiences (Kolb & Kolb, 2005). When grasping
new experiences, learners with a strong preference
for CE rely on the tangible and immediately felt
qualities of the experience, whereas those with
a strong preference for AC rely on conceptual interpretation and symbolic representation of the experience. When transforming new experiences,
learners with a strong preference for RO transform
through internal processing, whereas those with
a strong preference for AE transform through actual
manipulation of the external world.
Possession of all four abilities indicated by the
four poles of the model is critical for effective
learning, but in reality, few individuals are equally
strong on CE, RO, AC, and AE. Most people develop
strengths in one or two of these due to their environment, past experiences, and their hereditary
equipment (Kolb, 1984). This led to the development
of learning styles to explain these phenomena. The
two distinct dimensions of grasping (AC-CE) and
transforming (AE-RO) experience are orthogonal
FIGURE 1
Kolb’s (1984) Experiential Learning Cycle
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Armstrong and Li
and form four quadrants that lead to different
learning styles depending on the learner’s preference for employing different phases of the learning
cycle (Figure 1). The diverging learning style specializes in CE (feeling) and RO (reflecting), while the
converging learning style specializes in AC (thinking) and AE (acting). The assimilating learning style
specializes in AC and RO, whereas the accommodating learning style specializes in CE and AE.
Cultural Influences on Learning Styles
Interests in studying management in non-Anglo
cultures has increased rapidly in recent decades
(Dorfman, Javidan, Hanges, Dastmalchian, & House,
2012), and the most common research approach has
been to explain cross-cultural differences in terms of
differences in cultural values. Cultural values are
those likely to be internalized by managers who
grow up in a particular culture, and these values will
influence their behavior in ways that may not be
conscious (Fu & Yukl, 2000). Cultural norms specify
acceptable forms of behavior and may be formalized
as social laws limiting the use of power. When managers engage in overseas assignments, they are
likely to have to modify their behavior to conform
to social norms about acceptable behavior in the
host culture, even if they have not yet internalized
those norms (Yukl, 2013). In a project spanning over
20 years, the Global Leadership and Organizational
Behavior Effectiveness (GLOBE) project investigated
the complex effects of culture on management (leadership) and organizational effectiveness (House,
Hanges, Javidan, Dorfman, & Gupta, 2004). This led to
Dorfman et al. (2012) to classify over 60 countries into
10 clusters (Anglo; Eastern Europe; Latin America;
Latin Europe; Confucian Asia; Nordic Europe; SubSaharan Africa; Southern Asia; Germanic Europe;
and the Middle East). These societal clusters accurately reflected differences in nine cultural value
dimensions (Dorfman, Hanges, & Brodbeck, 2004;
Gupta, Hanges, & Dorfman, 2002), including some not
identified in earlier research by Hofstede (1993). Our
work here is focused on the Anglo (UK, Ireland, USA,
Canada, Australia, New Zealand, South AfricaCaucasian) and Confucian cultures (China, Hong
Kong, Japan, Singapore, South Korea, Taiwan) with
management samples drawn from the United Kingdom, Ireland, the United States, Canada, Australia,
and New Zealand to represent the Anglo cluster and
mainland China to represent the Confucian cluster.
Culture also has an important influence on how
people learn (Hayes & Allinson, 1988; Lee & Li, 2008).
5
Styles of learning result from the interplay between
the person and the environment (Kolb, 1984). Previous research has shown that learning styles are
influenced by culture of birth and residence (Kolb &
Kolb, 2009) as well as other factors such as personality type, educational specialization, professional
career, current job, and adaptive competencies (Kolb,
1984). With regard to cultural differences in learning
styles, previous evidence has revealed that the diverging learning style—where managers prefer to
grasp new experiences by relying on the tangible and
immediately felt qualities of the experience (CE) and
transform those experiences through internal processing (RO)— tends to dominate in Confucian cultures (Yamazaki & Kayes, 2007). People with diverging
learning styles have strong potential to understand
what behaviors are appropriate in different cultural
contexts (Phillion, 2002). However, because they are
less inclined to take action, they may not be as proficient in applying these behaviors (Li et al., 2013).
Conversely, the converging style of learning—where
managers prefer to grasp new experiences by relying
on conceptual interpretation and symbolic representation of the experience (AC), and transform those
experiences through actual manipulation of the external world (AE)—tends to dominate in Anglo cultures. Other comparative studies of Confucian and
Anglo societies have also demonstrated that learning
styles are distinguishable in these ways across the
two cultures (Pratt, 1991; Yamazaki, 2005). However,
although diverging and converging learning styles
tend to dominate Confucian and Anglo cultures respectively, learning styles can also vary within cultures
due to a combination of disposition, personality type,
educational specialization, career choice, current job
role, and tasks (Kolb & Kolb, 2009). According to ELT,
incongruence between individuals’ styles of learning and the norms of the learning environment may
undermine their feelings of belonging, resulting in
maladjustment (Kolb, 1984). Conversely, when peoples’ learning styles are matched with their work
environment, they tend to learn more quickly (Dunn &
Griggs, 2003), retain information for longer, experience
increased satisfaction with the learning process,
and accumulate higher levels of tacit knowledge
(Armstrong & Mahmud, 2008). A fit between an individual’s learning style and the work environment is
therefore likely to lead to better adjustment. We therefore put forward the following congruence hypotheses:
Hypothesis 1a: Anglo expatriate managers’ ACCE learning dimension is negatively related to
their adjustment in China.
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Academy of Management Learning & Education
Hypothesis 1b: Anglo expatriate managers’ AERO learning dimension is negatively related to
their adjustment in China.
Although different learning styles tend to dominate particular cultures, individuals’ learning styles
will converge within cultures through their socialization experiences to more closely match environmental demands (De Vita, 2001). Several empirical
studies have supported this assertion (Auyeung &
Sands, 1996; Yamazaki & Kayes, 2007; Yuen & Lee,
1994). From this evidence, we expect that expatriates’ learning styles will evolve according to the
degree of change of learning orientation that is
demanded by the host country (Yamazaki & Kayes,
2004). Furthermore, the longer the exposure to the
environmental demands, the greater the tendency
for a person to specialize even more in the learning
style that is matched with such demands (Kolb,
1984). On the basis that learning styles will evolve
over time according to the degree of change of
learning orientation that is demanded by the local
environment (Kolb & Kolb, 2009), we postulate that
the length of time that Anglo expatriate managers
have engaged in international assignments in
China will be positively related to a shift in their
learning orientations toward those favored by the
host country (e.g., diverging). Thus, we hypothesize
the following:
Hypothesis 2a: The length of Anglo expatriate
managers’ time in position in China is negatively
related to their AC-CE learning dimension.
Hypothesis 2b: The length of Anglo expatriate
managers’ time in position in China is negatively
related to their AE-RO learning dimension.
Tacit Knowledge in Management
Tacit knowledge is believed to be a product of
learning from experience that affects performance
in real-world settings (Nonaka & Takeuchi, 1995). It
is recognized as an essential element of expertise
and has been shown to be important for success
of individuals (Nestor-Baker, 1999) and for competitive advantage in organizations (Prahalad &
Hamel, 1990). Previous authors (e.g., Simon, 1973;
Baumard, 1999) attribute the origin of the construct
to the science philosopher, Polanyi, who captured
the meaning of tacit knowledge in his famous
quote: “we can know more than we can tell” (1966:
4). Managerial tacit knowledge is believed to be
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generated in the intimacy of lived personal experience (Baumard, 1999), guides actions and decisions without being in our field of consciousness
(Anderson, 1983), and is believed to be an essential
factor that distinguishes successful managers
from others (Armstrong & Mahmud, 2008; Wagner &
Sternberg, 1987).
A substantial amount of research has been undertaken into the nature of tacit knowledge in a
variety of professions such as nursing (Herbig,
Bussing, & Ewart, 2001); education (Nestor-Baker &
Hoy, 2001); and management (Armstrong & Mahmud,
2008) that have provided a valuable insight into its
importance. However, one body of research into the
nature of tacit knowledge is particularly noteworthy
(e.g., Sternberg et al., 2000; Sternberg & Wagner,
1993; Wagner & Sternberg, 1985, 1987) because it
provides a sound methodological basis from which
tacit knowledge can be studied.
Wagner and Sternberg’s (1985) study of the role of
tacit knowledge in management demonstrated significant variations in both level and content of tacit
knowledge between groups of managers. These
variations were attributed to the fact that managers
pass through their experiences differently, at different points in time, and in different contexts.
Wagner (1987) argued that tacit knowledge is particularly important for managerial performance and
success and broke down the construct into three
categories: (1) maximizing self-performance and
productivity (managing self); (2) working with and
directing others (managing others); (3) establishing
and enhancing self-reputation (managing task).
Managing self, others, and task defines the scope of
tacit knowledge based on the context of a given
situation.
The three categories of managing self, others, and
task have become the core feature in the development of the Tacit Knowledge Inventory for Managers
(Forsythe et al., 1998). This instrument uses the critical incident technique to measure tacit knowledge
based on a sequence of scenarios. Each scenario
depicts a work-related situation followed by a series
of items that are relevant to handling that situation.
Respondents are expected to read these items and
then rate the quality of each item on a 7-point scale.
This process is repeated for all scenarios and situations. These scenarios are designed to elicit different responses from different individuals. Experts
are expected to respond differently from novices due
to the content and organization of their tacit knowledge. Scoring of the Tacit Knowledge Inventory
relies on comparisons of respondent scores for
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Armstrong and Li
each item with the aggregate score of an expert
group. This technique is often referred to as the
“expert–novice comparison” (Wagner & Sternberg,
1985). Empirical research has consistently shown
that the inventory is able to predict performance
success in managers (Armstrong & Mahmud, 2008;
Sternberg & Wagner, 1993; Wagner & Sternberg, 1987).
According to Sternberg et al. (2000), tacit knowledge may well lead to a performance advantage for
some because “it is likely that some individuals will
fail to acquire it” (p. 117). Although studies have
consistently demonstrated differences in level and
content of tacit knowledge between expert and
novice groups (Tan & Libby, 1997; Nestor-Baker,
1999), few have accounted for why or how these
differences occur. We are informed, however, that
differences can be attributed to the context of the
learning environment and differences in the way
individuals prefer to engage in the learning process
(Sternberg et al., 2000).
Peoples’ national culture (Yamazaki, 2005; Yamazaki
& Kayes, 2004); work environment (Choo, 1998); and
individual learning styles (Armstrong & Mahmud,
2008; Kolb & Kolb, 2005) have all been shown to influence the acquisition of tacit knowledge. When peoples’ learning styles are matched with their work
environment, it has been demonstrated that they
achieve significantly more learning outcomes in
an educational context (Dunn & Griggs, 2003) and
higher levels of managerial tacit knowledge in
a management context (Armstrong & Mahmud,
2008). Conversely, a mismatch between learning
style and work context is likely to impede the process of learning and knowledge acquisition.
Elaborating further on this person–culture congruence theory, individuals with a strong orientation toward the converging learning style would
rather deal with technical tasks and problems than
with social and interpersonal issues (Kolb, 1984).
This style is more suited to Yamazaki’s (2005) definition of a low-context culture (e.g., Anglo) in which
explicit verbal messages and communication styles
of a logical form are given high importance. Communication patterns of low-context cultures also
focus less on interpersonal relationships and more
on rationally detached analyses (Yamazaki, 2005).
This is opposite to the diverging learning style associated with a preference for working in groups to
gather information, listening with an open mind,
and receiving personalized feedback (Kolb, 1984).
This style is more suited to Yamazaki’s (2005) definition of a high-context culture (e.g., Confucian),
where surrounding situations, external physical
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environments, and nonverbal behaviors are all important for its members to determine the meanings
of messages conveyed in communication. Covert
clues in these contexts make differences to the
members and are used to search for a real meaning
beyond verbal messages (Yamazaki, 2005). Effective
communications in high-context cultures require its
members to become sensitive to immediate environments through feelings. Yamazaki (2005) further
contends that in high-context cultures people rely on
tangible and immediately felt qualities of the experience (CE), rather than conceptual interpretation
and symbolic representation of the experience (AC),
to acquire tacit knowledge that serves to distinguish
covert cues for effective communication and successful interpersonal relationships; and they rely on
internal processing (RO), rather than through manipulation of the external world (AE), for transforming experiences (Fridland, 2002; Kolb & Kolb,
2005; Yamazaki, 2005). This leads us to the following
hypotheses:
Hypothesis 3a: Anglo expatriate managers’ ACCE learning dimension is negatively related to
their levels of accumulated managerial tacit
knowledge when working in China.
Hypothesis 3b: Anglo expatriate managers’ AERO learning dimension is negatively related to
their levels of accumulated managerial tacit
knowledge when working in China.
Managerial tacit knowledge is a product of learning from experience and is important for managerial
performance and success (Armstrong & Mahmud,
2008; Sternberg et al., 2000). From the preceding discussions, we postulate that levels of managerial tacit
knowledge accumulated in the host culture will positively influence their adjustment to international assignments in the host culture, which leads to the
following hypothesis:
Hypothesis 4: Anglo expatriate managers’ levels
of accumulated managerial tacit knowledge are
positively related to their adjustment in China.
Adaptive Flexibility
Kolb (1984) hypothesized that learning styles are
determined by the interplay between people and
their environments. As a consequence, learning
styles have been shown to differ from one culture to
another (Yamazaki, 2005), and expatriate managers’
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Academy of Management Learning & Education
learning styles have been shown to change over
a period of time in response to cultural demands
(Yamazaki & Kayes, 2007). Propensity for changes of
this nature, however, will depend on the extent to
which individuals are able to learn to adapt to,
changing circumstances over time—otherwise known
as “adaptive flexibility” (Boyatzis & Kolb, 1993;
Kolb, 1984). Adaptive flexibility and the mobility it
provides are the primary vehicles of individual
self-development (Kolb, 1984). Kolb (1984) conducted several empirical studies about the relationship
between adaptive flexibility and self-development.
His research revealed a significant positive relationship between adaptive flexibility as measured by the Adaptive Style Inventory (ASI) and the
level of ego development measured using Loevinger’s
Sentence Completion Instrument and also between
adaptive flexibility and the level of self-direction
as measured in a self-assessment workshop (Kolb,
1984). Kolb (1984) concluded that those with higher
levels of adaptive flexibility are more self-directed
and display that directedness through a wide
variation in their active behavior in different
situations.
Flexibility of a person’s learning style is related
to the degree to which one integrates the dual dialectics of the learning process: abstraction/experience
(AC-CE) and action/reflection (AE-OR; Kolb, 1984). Kolb
(1984) hypothesized that individuals with balanced
learning profiles on these dimensions will be more
sophisticated (adaptively flexible) learners than those
with specialized learning styles. Mainemelis, Boyatzis,
and Kolb (2002) provided empirical evidence of this
and concluded that “the more balanced individuals
are on the dual dialectics of learning, the more
they will show adaptive flexibility” (p. 3). Adaptive
flexibility then, refers to the degree to which one
changes learning style to manage competing demands and deal with environmental complexity. It
can be postulated that as Anglo expatriate managers
shift their learning orientations from Converging
(AC and AE) toward Diverging (CE and RO) as
demanded by Confucian culture, they will become
more balanced learners. and therefore, demonstrate
higher levels of adaptive flexibility. Furthermore,
Yamazaki and Kayes (2007) proposed that expatriate
managers develop greater adaptive flexibility to
adjust to a new culture, and adaptive flexibility is
a key component of successful cross-cultural adjustment. International assignments are full of challenges and uncertainties, especially in a host country
with significant diversities. The complex and everchanging global environment requires expatriate
March
managers to be flexible (Okpara & Kabongo, 2011). As
a consequence, expatriate managers will need to
develop their levels of adaptive flexibility to achieve
successful expatriation. This leads us to the following hypotheses:
Hypothesis 5: The length of Anglo expatriate
managers’ time in position in China is positively
related to their levels of adaptive flexibility.
Hypothesis 6: Anglo expatriate managers with
greater levels of adaptive flexibility adjust better to their international assignments in China.
From the foregoing discussion, the hypothesized
causal relationships are illustrated in the Hypothesized Research Model shown in Figure 2.
METHOD
Procedure
We used the Chinese government’s directory of
MNCs in China to guide identification and selection
of research sites. We visited 28 Anglo MNCs with
subsidiaries in China. We took care to ensure that
the culture and policies of all participating organizations were such that selection procedures led to
the recruitment of expatriate managers with a similar composition (e.g., cultural background) and that
operating procedures actively encouraged these
managers to interact with host nationals from both
their workplace and their local communities. Eighteen of the original 28 MNCs were chosen to take part
in the study. In every case, a senior manager undertook
the responsibility for distributing and collecting the
survey instruments. To obtain a homogenous sample,
these senior managers were careful to only distribute
survey instruments to Anglo expatriate managers
who had been transferred to China for long-term international assignments. Managers engaging in short
business trips and managers of Chinese ethnic origin
were excluded from the survey. Care was also taken to
ensure that all subjects were working in a managerial
context, performing functions and duties that were involving them in managing human and financial or
materials-oriented organizational resources. Data
collection was conducted over a 16-week period
and was concentrated primarily in Beijing and Shanghai. Although this was a cross-sectional study, we were
careful to ensure our sample was comprised of managers with different levels of assignment tenure to examine the effect of overseas work experience in China
on expatriate managers’ learning and development.
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Armstrong and Li
9
Learning style
AC-CE
H2a
AE-RO
H3a
Managerial tacit
knowledge
H3b
H2b
H1a
H4
H1b
Time in position
H5
H6
Expatriate
adjustment
Adaptive
flexibility
FIGURE 2
Hypothesized Research Model
Participants
Two hundred Anglo expatriate managers were
available for study. Each received a research pack
containing a covering letter, survey instrument, and
a return envelope. Completed questionnaires were
received from 121 managers, representing a response rate of 60.5%. Participants were drawn from
six IT companies (37%); eight manufacturing companies (36%); three finance companies (15%); and
one logistics company (12%). Table 1 illustrates the
demographic characteristics of study participants.
Cultural differences can affect the nature of samples
taken from different industry sectors. One-way
analysis of variance revealed that there were no
significant differences between the scores obtained
for expatriate adjustment (general adjustment: F 5
2.10, df 5 3, p . .05; socialization adjustment: F 5
2.34, df5 3, p . .05; work adjustment: F 5 2.02, df 5 3,
p . .05), learning style (AC-CE: F 5 2.28, df 5 3, p .
.05; AE-RO: F 5 2.49, df 5 3, p . .05), adaptive flexibility (CEAF: F 5 2.54, df 5 3, p . .05; ROAF: F 5 2.11,
df 5 3, p . .05; ACAF: F 5 1.63, df 5 3, p . .05; AEAF:
F 5 1.87, df 5 3, p . .05), or managerial tacit knowledge (managing self: F 5 .49, df 5 3, p . .05; managing others: F 5 .58, df 5 3, p . .05) from groups of
managers drawn from these four sectors. The effect
sizes were assessed by means of the d statistic, an
index of how many standard deviations two groups
differ by. In all cases effect sizes fell short of
Cohen’s (1992) threshold for the smallest effect size
(d . 0.2).
A fundamental requirement of the Tacit Knowledge Inventory for Managers used here is that
a group of expert expatriate managers are needed
to create a profile against which expatriate managers can be compared. The scoring system for
the instrument requires scores from the expatriate managers to be compared against the profile scores of this expert group. Subjects with
scores close to the scores of the expert profile are
deemed to have a higher level of managerial tacit
knowledge.
Criteria for Selecting the Expert Group
Previous studies of tacit knowledge have identified
expert managers as those who are senior, highly
successful, and very experienced (e.g., Armstrong &
Mahmud, 2008; Wagner & Sternberg, 1987). Our selection criteria build on those previous studies. Our
expert group consisted of 25 highly successful global
managers assigned in China. We considered only
those who operated in the same work context as the
participants being studied and complying with the
following strict criteria: They must have very high
status in Anglo MNCs’ subsidiaries in China; they
must have had a significant length of service at
a senior position; they must have been assigned in
China for more than 5 years. Managers in our expert
group held the titles of Chief Executive Officer (CEO);
Chief Operations Officer (COO); Chief Financial Officer (CFO); Chief Information Officer (CIO); Human
Resource Director (HRD); Operations Director (OD); or
Marketing Director (MD). The mean expert age was 44
years (84% male). Nationality and ethnicity of the
expert managers were 40% U.K. (Caucasian); 32%
U.S. (Caucasian); 20% Canada (Caucasian); and 8%
Australia (Caucasian). Most of the expert group had
a Master’s degree. Their length of service at a senior
position ranged from 8 to 19 years (average of 13
years). Their experience of other international assignments ranged from 2 to 7 years (average of 4).
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Academy of Management Learning & Education
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TABLE 1
Demographic Characteristics of Survey Participants (N 5 121)
Frequency
Percent
43
36
26
11
5
35.5%
29.8%
21.5%
9.1%
4.1%
105
16
86.8%
13.2%
8
71
38
4
6.6%
58.7%
31.4%
3.3%
Nationality
U.K./Ireland
U.S.
Canada
Australia
New Zealand
Gender
Male
Female
Age
20–29
30–39
40–49
50–60
Time in position
in China
1 year or less
1–3 years
4–5 years
over 5 years
22
42
36
21
18%
35%
30%
17%
Lengths of international assignment experience in
China ranged from 6 to 20 years (average of 8).
Measures
Dependent Variables
Expatriate adjustment. We adopted the scale developed by Black and Stephens (1989), which uses
14-item statements to measure managers’ selfestimated level of adjustment. Respondents indicated
how well adjusted they were to their respective host
locations in China on a scale ranging from 1 5 “not
adjusted very well” to 5 5 ‘very well adjusted.” This
instrument has been consistently validated (Shaffer
et al., 1999) and has been found to be structurally
equivalent with a good fit when applied to culturally
dissimilar samples (Selmer, 2006). The three subscales
of general adjustment (sample item: “living conditions
in general”), interaction adjustment (sample item:
“interacting with host nationals on a day-to-day basis”), and work adjustment (sample item: “performance
standards and expectations”) have consistently demonstrated high internal reliability (Selmer, 2006). Reliability of the three dimensions in the present study
was: a 5 0.89; a 5 0.81; and a 5 0.90, respectively.
Tacit knowledge. Sternberg et al.’s (2000) Tacit
Knowledge Inventory for Managers (61 items)
Overseas work experience
Yes
No
Overseas study experience
No
Yes
Educational achievement
Master
Bachelor
Other
Job position
CEO/President
Senior manager
Middle manager
Junior manager
Function area
HRM/general administration
Operations/production
Sales & marketing
Engineering/design
Finance/accounting
Other
Frequency
Percent
42
79
34.7%
65.3%
89
32
73.6%
26.4%
51
69
1
42.1%
57%
0.8%
5
26
75
15
4.1%
21.5%
62%
12.4%
21
30
22
29
13
6
17.4%
24.8%
18.2%
24%
10.7%
5%
was administered to all participants to determine their levels of accumulated managerial tacit
knowledge.
The critical incident technique is used to measure
tacit knowledge based on a sequence of scenarios
designed to elicit different responses from different
individuals. Scenarios are based on work-related
situations, each followed by a series of items that
are relevant to handling that situation. Respondents
briefly scan all of the items and then rate the quality
of each item on a 7-point scale for all scenarios and
situations. Instructions to respondents stressed that
there were no “correct” answers, only different ways
to respond to each situation. Expert managers are
expected to respond differently from novices due to
the content and organization of their tacit knowledge. The mean ratings for each item in the instrument are calculated for the expert group to form
an expert manager profile. Then, participant’s
scores on the tacit knowledge inventory are derived
by subtracting their answer for each item from the
expert manager profile for that item. This generates
difference scores between the participants and the
expert profile with lower scores representing higher
levels of managerial tacit knowledge. This technique is often referred to as the “expert–novice
comparison” (Wagner & Sternberg, 1985). A detailed
account of the scoring method for the tacit
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Armstrong and Li
knowledge inventory can be found in a recent article
by Armstrong and Mahmud (2008).
Internal reliability of the tacit knowledge inventory in the present study was as follows: managing
self: a 5 0.85; managing others: a 5 0.88.
Independent Variables
Time in position. Since expatriate adjustment is
a process over time (Black et al., 1991) participants
were asked to indicate how long they have been
living in China for their current international assignment (months).
Learning style. Kolb’s (1999) Learning Style Inventory-3
(LSI-3;12 items) was employed to examine individuals’ learning styles. This is one of the most frequently used instruments to assess learning styles
(Yamazaki & Kayes, 2007) and has been widely
used to examine learning in cross-cultural settings
(Yamazaki, 2005). Learning styles measured by the
LSI-3 (Kolb, 1999) are determined on the basis of
the two nonipsative dimensional scores and not the
four ipsative scale scores. Previous studies have
demonstrated strong test–retest reliabilities with
coefficients for the two learning dimensions reaching 0.90 to 0.95 (Yamazaki & Kayes, 2007) and high
internal consistencies: a 5 0.72 to 0.79. Internal reliability figures in our work here were a 5 0.74
(AC-CE) and a 5 0.72 (AE-RO).
Adaptive flexibility. Boyatzis and Kolb’s (1993) Adaptive Style Inventory (ASI) was used to measure the
extent to which participants’ learning styles change
depending on the demands of different situations,
referred to as adaptive flexibility. The ASI uses a
48-item, paired comparison method to rank learning preferences for the four learning modes in eight
personalized learning contexts. Respondents are
asked to think of personal examples for each of eight
situations which describe four learning contexts
(two situations per context): acting (e.g., “When I start
to do something new;” “When I try to complete a task
on time”); deciding (e.g., “When deciding between
two alternatives;” “When evaluating an opportunity”); thinking (e.g., “When developing an idea,”
“When systematically analyzing something”); valuing (e.g., “When I consider my feelings,” “When I
try to see the world as another person sees it”). For
each of these eight situations, respondents are
provided with six paired sentences, which compare
each learning mode with the other three. For example, RO 5 “I observe the situation,” AE “I try out
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different ways of doing things,” CE 5 “I rely on my
feelings to guide me,” and AC 5 “I set priorities.”
Respondents are asked to choose from each pair the
sentence that is most like what they would actually
do in that situation. Precise details of the scoring regime for the ASI can be found in earlier articles by
Mainemelis, Boyatzis, and Kolb (2002) and Boyatzis
and Kolb (1993). The ASI yields an adaptive profile
for the four different learning style environments
and an average adaptive profile across all four
situations. Internal reliability of the ASI in the
present study was a 5 0.79.
Control variables. Previous research indicates that
expatriate demographics (i.e., nationality, age, gender, education level, job position, previous overseas
experience) are likely to be associated with expatriate learning and adjustment (e.g., Bhaskar-Shrinivas
et al., 2005; Yamazaki & Kayes, 2007). Hence, we control for these factors in this research. As an example,
we controlled for whether expatriate managers had
previous overseas experience. A dummy variable
with a value of “1” indicates that the expatriate
manager had previous overseas experience, and
a value of “0” indicates no previous experience.
ANALYSIS
We took measures in our research to minimize the
potential risk of common method bias. First, when
designing the survey, we followed suggestions by
previous researchers, such as conducting on-site
interviews and a pilot study to avoid item ambiguity,
providing clear instructions about completing the
questionnaire, and offering confidentiality and anonymity to the respondents (Podsakoff, MacKenzie,
Lee, & Podsakoff, 2003). Second, the scoring of the
tacit knowledge inventory for managers was based
on expert–novice comparison, and as a result, it was
obtained from different sources compared to other
variables in our research. Moreover, the LSI-3 and
the ASI have been designed to be theoretically
commensurate while methodologically diverse to
reduce spurious common method variance among
them (Mainemelis et al., 2002). Third, we conducted
Harman’s 1-factor test in which all our variables
were simultaneously entered into an exploratory
factor analysis (Podsakoff et al., 2003). Five factors
were extracted, accounting for 71.3% of the variance,
with factor one accounting for 18.1% of the variance.
No single factor emerged that accounted for most
of the variance. Fourth, we subjected the two learning dimensions, adaptive flexibility and expatriate
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Academy of Management Learning & Education
March
conducted. The items in each research scale were
fed into the measurement model. The convergent
and discriminant validity of each measurement
construct was established, and the final factors for
each construct that will be brought in the structure
model were identified. Table 2 presents the model
fit statistics of all measurement models and each
indicator’s loading factor.
Given the acceptable fit of our measurement
model, we next assessed the hypothesized structural model. In the structure model of this study,
there are 5 latent variables consisting of 12 observed
variables (Figure 3). The hypothesized 12-factor
structural model provides a relatively good fit to the
data (x 2/df 5 1.61, p , .01; RMSEA 5 .07, CFI 5 .94,
GFI 5 .91, TLI 5 .92). Although the hypothesized
structural model approached all fit indices, the
modification indices indicated that a direct path
from managerial tacit knowledge associated with
managing-self to work adjustment was warranted.
Given this path is consistent with past research
(Sternberg et al., 2000), we included it and reran
our model. This model fit the data better (x2/df 5
1.51, p , .01; RMSEA 5 .06, CFI 5 .96, GFI 5 .92, TLI 5
.93), and was thus retained for hypotheses testing.
Subsequently, the standardized regression path
coefficients for each of the model’s six hypothesized
relationships were examined. Testing results with
significance levels are also presented in Figure 3.
adjustment, to confirmatory factor analyses. Model fit
was assessed using the following indices suggested
by Hu and Bentler (1999): (a) x-square goodness-of-fit
to degrees of freedom ratio (x2/df); (b) Tucker-Lewis
Index (TLI); (c) root-mean-square error of approximation (RMSEA); (d) goodness of fit index (GFI; Byrne,
2001); (e) adjusted goodness of fit index (AGFI; Byrne,
2001); and (f) comparative fit index (CFI). Satisfactory
model fit is indicated by TLI, GFI, and CFI values close
to 0.95, AGFI value close to 0.90, RMSEA value no
higher than 0.08, and x2/df value no greater than 2
(Hu & Bentler, 1999). The fit of the 4-factor model (x2/df 5
5.58, p , .01; RMSEA 5 .07, CFI 5 .89, GFI 5 .88, TLI 5 .89)
was better than that of the 1-factor model (x2/df 5
13.71, p , .01; RMSEA 5 .93, CFI 5 .37, GFI 5 .46, TLI 5
.37). Therefore, we concluded that common method
bias was not a significant concern here.
We used a structural equation model to test the
proposed hypotheses, which allowed for the simultaneous evaluation of all hypothesized relationships and also provided an assessment of the
model’s overall fit with the observed data. We
evaluated our results by employing AMOS 16.0 analytical software and applying a 2-step procedure
recommended by Anderson and Gerbing (1988): (1)
validating the measurement model, and (2) fitting
the structure model. Using the covariance matrix as
input, parameters were estimated using maximum
likelihood estimation. Before testing the hypothesized model, the measurement model for each construct was tested. The KMO values of all constructs
in the study are greater than 0.60, which indicate
that they are acceptable for factor analysis. Confirmatory factor analyses for each construct were then
RESULTS
Table 3 presents the means, standard deviations,
and correlations of the measured variables. We first
TABLE 2
Model Fit Statistics of the Measurement Models
Construct/Indicators
AC-CE learning dimension
AE-RO learning dimension
Adaptive flexibility (AF)
CEAF
ROAF
ACAF
AEAF
LAMTK
Managing self
Managing others
Expatriate adjustment
General adjustment
Socialization adjustment
Work adjustment
** p , 0.01 (two-tailed).
Loading factor
x2/df
TLI
RMSEA
CFI
GFI
1.88
1.74
1.83
.83
.88
.92
.06
.06
.04
.91
.92
.98
.90
.90
.97
1.55
.91
.03
.94
.92
1.49
.90
.04
.93
.90
.83**
.80**
.77**
.81**
.81**
.84**
.88**
.85**
.87**
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Armstrong and Li
13
FIGURE 3
The Structural Model With Testing Results. n 5 121; C 5 Covariance; MTK 5 managerial tacit knowledge;
* p , 0.05; ** p , 0.01; *** p , 0.001(two-tailed). Each of the four groups is placed based on their two learning
dimensions’ (AC-CE, AE-RO) mean scores.
considered demographic characteristics as part of
our data analyses. Statistical analyses using
independent-samples t tests revealed that female
Anglo expatriate managers (n 5 16) had stronger
learning preferences for CE over AC when working
in China (t 5 4.07, p , .01) than did male Anglo
managers (n 5 105). The effect size (d 5 0.4) exceeds
Cohen’s (1992) threshold for the smallest effect size
(d . 0.2). Results also revealed that Anglo expatriate
managers who had been in China longer were more
concrete and less abstract (t 5 8.39, p , .01; d 5 0.9),
more reflective and less active (t 5 3.53, p , .05; d 5
0.4), and exhibited greater levels of adaptive flexibility (t 5 5.71, p , .01; d 5 0.6) if they have previous
TABLE 3
Means, Standard Deviations and Intercorrelations for Key Study Variables (N 5 121)
1. Gender
2. Tenure
3. Previous IA
4. Job position
5. AC-CE
6. AE-RO
7. CE
8. RO
9. AC
10. AE
11. EA
12. MTK
13. AF
M
SD
1
2
3
4
5
6
7
8
9
10
11
12
13
—
-.01
.16
.03
-.35**
-.10
.23**
.07
-.13*
-.01
.15
-.15
.13
1.13
.34
—
.05
-.20*
-.21*
-.43**
.29**
.16**
-.16*
-.14*
.59**
-.23**
.31**
36.50
26.34
—
-.26*
-.49**
-.23**
.33**
.14*
-.17**
-.13
.26**
-.23**
.50**
.50
.77
—
.06
.14
.07
.05
.01
.05
-.14*
.27**
-.08
2.83
.69
(.77)
.37**
-.85**
.27**
.90**
-.46**
-.43**
.20**
-.55**
7.26
5.97
(.74)
.26**
-.85**
-.45**
.90**
-.34**
.21**
-.45**
10.89
5.86
(.77)
-.39**
-.55**
.09
.47**
-.28**
.57**
24.58
4.22
(.74)
.07
-.48**
.38**
-.29**
.51**
26.31
4.24
(.72)
-.52**
-.22**
.15**
-.39**
31.83
3.97
(.73)
-.16**
.18**
-.44**
37.12
3.92
(.90)
-.12*
.39**
4.02
.74
(.88)
-.16*
1.07
.13
(.79)
16.03
2.58
Notes: IA 5 international assignment; CE 5 concrete experience; RO 5 reflective observation; AC 5 abstract conceptualization; AE 5
active experimentation; EA 5 expatriate adjustment; MTK 5 managerial tacit knowledge; AF 5 adaptive flexibility; SD 5 standard
deviation; Gender: 1 5 male, 2 5 female; Internal reliability coefficients appear in parentheses along the main diagonal.
* p , 0.05; ** p , 0.01 (two-tailed).
14
Academy of Management Learning & Education
experience of overseas assignments (n 5 42). The
effect size for the AC-CE learning dimension exceeds Cohen’s criteria for large effect (d . 0.8). These
managers also adjusted to their work in China significantly more effectively than those with no prior
international assignment experiences (t 5 6.52, p ,
.01; d 5 0.9). Finally, 1-way analysis of variance
revealed a statistically significant difference (F 5
16.839, df 5 2, p , .01; d 5 0.6) between the three
groups of managers (senior, middle, junior) with
regard to managerial tacit knowledge. Post hoc
comparisons using Duncan’s multiple range tests
revealed that senior managers accumulated significantly higher levels of managerial tacit knowledge than either the junior or the middle level
managers; middle managers accumulated significantly higher levels of managerial tacit knowledge
than junior level managers.
To examine our framework of expatriate learning
for success, we first examined the antecedents
to expatriates’ learning styles during their international assignment. The results of the structural equation modeling analysis, as shown in
Figure 3, indicated that the length of Anglo expatriate managers’ time in position in China
was significantly negatively related to their two
learning dimensions (AC-CE: b 5 -.38, p , .001;
AE-RO: b 5 -.55, p , .001) indicating that those with
March
longer time in position are more diverging in their
learning style. Thus, Hypotheses 2a and 2b were
supported. We further examined the possibility
of a transition in learning styles by dividing the
sample of 121 Anglo expatriate managers into
four groups based on the duration of their assignment in China: 0–1 year (n 5 22); 1–3 years (n 5
42); 3–5 years (n 5 36); greater than 5 years (n 5 21).
Figure 4 shows clear differences in learning
styles for the four groups. Each of the four groups
is positioned according to their two learning dimensions’ (AC-CE, AE-RO) mean score: first group
(10.18, 15.27); second group (6.76, 13.10); third
group (6.44, 8.06); and fourth group (6.57, 6.76).
As the three arrows in the diagram indicate, there
is a possibility that the orientation of Anglo expatriate managers’ learning styles shifting from
abstract conceptualization toward concrete experience in their preference for grasping new experiences, and from active experimentation toward
reflective observation in their preference for transforming new experiences as a result of acculturation. However, these observations need to be
treated with some caution because the possible
temporal effects on learning style and adaptability alluded to here are not based on longitudinal data. This is discussed in more detail in our
Limitations section.
FIGURE 4
Anglo Expatriate Managers’ Learning Style As a Function of Assignment Tenure. Each of the four groups is
placed based on their two learning dimensions’ (AC-CE, AE-RO) mean scores.
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Armstrong and Li
We then examined the antecedent to the development of adaptive flexibility. As shown in Figure 3,
results showed that support was found for the relationship between time in position and adaptive
flexibility (b 5 .31, p , .001). Thus Hypothesis 5 was
supported. Next, we examined how expatriates’
learning styles impacted upon managerial tacit
knowledge. Results revealed that Anglo expatriate
managers’ learning styles significantly influenced
their accumulation of managerial tacit knowledge
during their international assignments (AC-CE: b 5
.32, p , .01; AE-RO: b 5 .14, p , .05). Thus Hypotheses
3a and 3b were supported. We also compared Anglo
expatriate managers’ levels of accumulated managerial tacit knowledge according to their learning
styles using 1-way analysis of variance. Results indicated that those with diverging learning styles
had accumulated significantly higher levels of
managerial tacit knowledge than those with assimilating, converging, or accommodating learning
styles (F 5 8.644, df 5 3, p , .001; d 5 0.4).
Finally, we examined how expatriate learning
and managerial tacit knowledge helped model the
variance in the dependent variable of expatriate
adjustment. Results showed that support was found
for the relationship with the two learning dimensions (AC-CE: b 5 -.52, p , .001; AE-RO: b 5 -.47,
p , .001), adaptive flexibility (b 5 .27, p , .001), and
expatriate adjustment, thereby lending direct support for Hypotheses 1a, 1b, and 6. Results showed
that the relationship between managerial tacit
knowledge and expatriate adjustment was not
supported (b 5 -.11, p . .05). Hypothesis 4 was
therefore refuted. However, based on results from
the covariance, the relationship between managerial tacit knowledge associated with managing-self
and expatriate work adjustment was significant
(Covariance 5 .22, p , .001). A summary of the results
of our hypotheses testing is also provided in
Figure 3.
DISCUSSION
Expatriation literature has burgeoned over the past
2 decades. According to Furuya et al. (2009), investigative efforts have mainly focused on expatriate commitment, expatriation as a socialization or
coordination mechanism, effective expatriate management, and expatriate self-adjustment. Our
work here extended the study of expatriate selfadjustment, believed to be one of the most frequent
reasons for expatriate failure (Okpara & Kabongo,
2011). We accomplished this by examining how
15
expatriate managers learn, adapt, and acquire new
knowledge during international work assignments
in China. This was done through the lens of Kolb’s
(1984) experiential learning theory, recently highlighted as a particularly fertile area for investigation of expatriate adjustment (Yamazaki, 2010). Our
study also sought to extend the adjustment model
proposed by Black et al. (1991) that has already
galvanized a large body of evidence and is believed
to be the most influential theoretical treatment of
expatriate experiences (Bhaskar-Shrinivas et al.,
2005).
With regard to factors associated with anticipatory adjustment in Black et al.’s (1991) model, our
results revealed that managers with prior experience of working abroad had a positive association
with their level of work adjustment in the host culture. This was to be expected because previous
overseas work experiences have been shown to
foster accurate assessment of future stressors
(Bhaskar-Shrinivas et al., 2005) and provide more
information from which uncertainties can be reduced and problems anticipated more clearly
(Black et al., 1991). Also important, our results
revealed that managers’ previous overseas work experiences significantly influenced expatriate adjustment during their current international assignments
in China by way of expatriate learning. Expatriate
managers with previous experiences of overseas assignments found it easier to adjust to a host culture’s
dominant learning style (e.g., diverging). This may be
due to shifting from their previous dominant preferred
learning styles (e.g., converging) to becoming more
balanced learners, thereby enabling them to adapt
their learning style toward the demands of the host
country. Such reasoning would fit with Kolb’s (1984)
assertion that flexibility of a person’s learning style
is related to the degree to which one integrates the
dual dialectics of the learning process: abstraction/
experience (AC-CE) and action/reflection (AE-OR;
Kolb, 1984). Individuals with balanced learning profiles on these learning dimensions will be more flexible learners than those with specialized learning
styles (Mainemelis et al., 2002).
With regard to individual skills associated with
Black et al.’s model, these were categorized by
Mendenhall and Oddou (1985) into the three dimensions of self (e.g., self-efficacy), relational
(e.g., fostering relationships with host nationals),
and perception (e.g., cognitive abilities associated
with correctly perceiving and evaluating the host
environment and its actors). All are positively related to expatriate adjustment (Black et al., 1991).
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More recently, authors have strongly suggested that
to fully understand expatriate adjustment processes
we need to also consider the importance of individual learning characteristics for developing and
exhibiting culturally appropriate behaviors to “fit
in” with the host culture (Maertz et al., 2009; Berry,
1997). Our study drew on previous research associated with Kolb’s (1984) experiential learning theory to
demonstrate that Anglo managers’ dominant preferred learning orientations are skewed toward Abstract Conceptualization (AC) when grasping new
experiences and Active Experimentation (AE) when
transforming those new experiences (e.g., converging
learning style). In contrast, preferred learning orientations of Chinese managers are skewed toward
Concrete Experience (CE) and Reflective Observation
(RO), respectively, (diverging learning style). Dissonances of this kind are likely to impede cross-cultural
adjustment.
Results of the study revealed that degrees of
adjustment were higher when expatriates’ learning
styles were congruent and lower when they were
incongruent with the host culture. This suggests that
the diverging learning style needs to be adopted
by Anglo expatriate managers to adjust more successfully to their MNCs’ business context in China.
Recall that while learning style refers to a person’s
preference for grasping and transforming new experiences, adaptive style refers to the flexibility
of a person’s learning styles when dealing with
changing circumstances, competing demands, and
environmental complexity (Kolb, 1984). Our results
demonstrated that expatriate managers with
greater levels of adaptive flexibility adjust significantly better to their international assignments in
the host country. Expatriate managers’ learning
styles and their degree of adaptive flexibility are
therefore critically important individual characteristics when considering international adjustment
to host cultures. This result supports Yamazaki and
Kaye’s (2007) assertion that developing greater adaptive flexibility is a key component of successful crosscultural adjustment.
On the basis that successful adjustment of expatriates will hinge on how well they learn from experiences during their international assignments
(e.g., Li et al., 2013; Ng et al., 2009), we were also
interested to determine the extent to which individuals’ learning styles might adapt to the host
culture. We therefore examined the relationship
between expatriate managers’ learning styles and
the duration of their assignment in China. Results
(see Figure 4) appear to indicate a transition in
March
learning styles from converging to diverging, although this observation needs to be treated with
some caution because data were collected in a
cross-sectional and not a longitudinal manner. This
potential phenomenon needs to be subjected to further research of a longitudinal nature. Nevertheless,
it does raise the interesting possibility of a developmental change brought about by challenging
new learning situations as managers adapt to
cross-cultural differences. Such a possibility has
been previously alluded to by Kolb and Kolb (2009),
who suggest that a consequence of developmental change of learning styles will lead to greater
degrees of adaptive flexibility when people face
different learning situations.
Results of our study also revealed that Anglo expatriate managers with higher levels of managerial
tacit knowledge associated with managing-self
adjusted significantly better during their international work assignments. This partly confirms that
managerial tacit knowledge is a predictor of success in work environments in cross-cultural contexts
and contributes to an increasing body of literature
linking learning styles to tacit knowledge and enhanced work performance (e.g., Sternberg et al., 2000;
Armstrong & Mahmud, 2008). Our results also demonstrated that managerial tacit knowledge was
higher when expatriate managers’ learning styles
were matched with the host culture (e.g., diverging)
and lower among those who’s learning styles were
incongruent with the host culture (e.g., converging).
With regard to the three different hierarchical management groups within this cross-cultural context, our
results revealed significant differences in managerial tacit knowledge with each successive group
in the hierarchy, demonstrating significantly higher
levels of tacit knowledge in senior than more junior
groups. This is entirely consistent with previous
research in the field (conducted in domestic contexts) where successful-novice groups within the
same profession have been shown to differ in this
way (Wagner & Sternberg, 1985, 1987; Nestor-Baker,
1999; Armstrong & Mahmud, 2008). This, in part,
confirms the validity of this study.
Results from our demographic data suggested
that female managers may be more adept at transitioning from AC toward CE learning modes during
their assignments in the host culture. Also, the study
revealed that managerial tacit knowledge is unrelated to the length of expatriate’s completed assignment tenure. This finding lends support to the
belief that it may be how people learn from experience rather than the length of experience that
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Armstrong and Li
matters (Ng et al., 2009). This also corroborates the
findings of Armstrong and Mahmud (2008), who
suggest that accumulation of tacit knowledge is independent of the length of peoples’ general work
experience, but closely associated with matching
work functions to the work context. They further argue that “tacit knowledge acquired through experiential learning may be influenced by managers’
individual learning styles, and the degree to which
these are consonant with the work context” (p. 201).
CONCLUSIONS AND IMPLICATIONS
There is limited understanding of how expatriate
managers develop through international assignments to become successful global managers. Most
previous empirical research associated with expatriate success has focused on expatriates’ performance and adjustment (Bhaskar-Shrinivas et al.,
2005). Few have considered the importance of
assessing the effectiveness of international assignments in the context of expatriate management
learning. MNCs clearly believe in international assignments to enhance global management effectiveness (Collings, Scullion, & Morley, 2007). Our
research provides new insights into ways of making
global manager development more effective both
prior to and during their international assignments
by considering individuals’ learning styles, managerial tacit knowledge, and adaptive flexibility. The
results of our study have revealed a number of important findings and these have a range of implications for both theory and practice.
First, the field of research exploring managerial
tacit knowledge in expert–novice groups in a variety of professions has previously been confined to
domestic contexts. Our study extends that research by demonstrating that managers’ level and
content of managerial tacit knowledge are able to
also predict success in work environments in crosscultural contexts. Increased levels of managerial
tacit knowledge were also shown to have a positive
influence on cross-cultural adjustment in a work
context. This has implications for cross-cultural
training of staff, deemed to be a necessity and not
a luxury for the improvement of cross-cultural assignments (Black et al., 1991). Currently, only 25% of
MNCs make cross-cultural training mandatory,
with the majority relying heavily on formal factual
training methods, which are effective in transferring explicit knowledge but not tacit knowledge
(Lenartowicz et al., 2014). When training is provided
in formal, organized, time-bounded, and structured
17
ways, these programs are often divorced from
managerial reality. Most learning to manage occurs through practice (Sternberg et al., 2000) in an
informal context, emphasizing on-the-job learning
that occurs experientially in culturally embedded
ways leading to greater acquisition of managerial
tacit knowledge (Armstrong & Fukami, 2009). A blend
of formal learning approaches to understanding the
host culture, with informal approaches that take
place in work-based or simulated work-based problem scenarios are likely to lead to a greater understanding of the art and craft of cross-cultural
management (Kenworthy-U’Ren & Peterson, 2005), as
well as more effectively facilitating the accumulation
of managerial tacit knowledge prior to embarking on
overseas assignments. Kolb’s (1984) learning theory
provides a useful theoretical framework for routine
inclusion of these types of training methods.
Second, our study found that learning styles are
a significant factor influencing expatriate adjustment. Managers with diverging learning styles,
congruent with the demands of the host culture, not
only accumulate higher levels of managerial tacit
knowledge during their assignment tenure, but they
also adjust better to their international assignments
in China. Few previous studies have examined
reasons why there are often significant variations in
managers’ ability to learn from experience that lead
to concomitant differences in content and levels
of accumulated tacit knowledge. This is despite
knowing that expert managers acquire more tacit
knowledge than other managers even though their
intellectual abilities and general work experiences
may sometime be similar (Colonia-Willner, 1998).
Our findings demonstrate that the degree of match
between managers’ learning styles and the demands of the learning context may account for some
of these differences. The implications of this for
MNCs is that they may benefit from considering
learning style theory as one criteria against which to
base their recruitment and selection criteria when
choosing staff for overseas assignments. In the case
of this study, it would seem that choosing staff
whose learning styles are congruent with the demands of the host culture would lead to an acceleration in their adjustment to the host culture and their
levels of accumulated managerial tacit knowledge.
However, although matching the person to the environment in this way may lead to more effective
short-term results due to the degree of consonance
between the learner and the learning context, this
may have a negative effect on the longer term expatriate manager development process. Kolb and
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Academy of Management Learning & Education
Kolb (2009) highlighted the potential long-term value
of intentionally mismatching individuals’ learning
styles with their learning environments to increase
adaptability, help learners overcome weaknesses
in their learning style, and develop a more integrated approach to learning. Our study went some
way toward providing empirical support for this
theory by demonstrating that when MNCs expose
their managers to a mismatched learning environment where cultural differences are high, the managers appear to subsequently develop a wider
repertoire of coping behaviors and learning strategies that help them to adjust to the host culture more
effectively. Cross-cultural assignments were shown
to have the potential to facilitate management development by shaping managers’ underdeveloped
modes of learning and enabling enhanced levels
of adaptive flexibility as they wrestled to adjust
themselves to challenging new environments. This
is derived from our results associated with Anglo
expatriate managers’ learning style as a function
of assignment tenure (Figure 4). However, further
research is needed in this area, because these
findings were based on cross-sectional rather than
longitudinal observations, and the implications of
this are considered in more detail in the next section.
Third, our study also revealed that those expatriate managers who are able to learn to use a variety
of problem-solving and learning strategies (high
adaptive flexibility), and apply them in situations
that do not match with their natural learning style,
adjusted better to their international assignments in
China. This opens up the possibility of restructuring
training and modifying instructional treatments
and strategies as a means of addressing individual
learner differences and developing more rounded
learners. Such approaches may help ensure that
managers are more capable of performing effectively across a wider range of situations than managers with limited stylistic versatility—enabling
them to “think globally.”
Fourth, with regard to gender differences, our
study showed that female expatriate managers
have more of a preference for grasping new experiences that are more attuned to Confucian cultures
than do male managers. This also has potential
implications for selection of staff in situations that
would require expatriates to adapt more quickly to
the host culture.
Fifth, managers with previous overseas assignments, irrespective of location, adjusted to their
work in China more effectively than those with no
prior international assignment experiences. Past
March
international assignments have been previously
shown to facilitate all dimensions of adjustment
because “seasoned veterans adjust easier as they
are able to anticipate problems more clearly, given
their accumulated knowledge from prior experiences of living and working overseas” (BhaskarShrinivas et al., 2005: 260). MNCs would clearly
benefit from having a pool of these seasoned veterans from which to select to satisfy the requirements of future overseas assignments.
Finally, the duration of time in position in China
was of greater significance, and was positively related to Anglo managers’ adaptive flexibility. This
meant they were more able to adjust their learning
style to manage competing demands and environmental complexity. Developing greater adaptive
flexibility has been identified as a key component of
successful cross-cultural adjustment (Yamazaki &
Kayes, 2007) and should be a major focus in any
predeparture expatriate management training initiative. Based on our findings here, training based
on experiential learning as a source of learning and
development would be a sensible option.
In a predeparture training situations, learning
styles are best interpreted through actual dialogue
with participants to help them to assess their
strengths and weaknesses in learning and problem
solving. It will also be useful to explore relationships between participants’ learning styles and
those demanded by the host culture. To improve
participants diverging learning style skills, training could be designed in such a way as to enable
them to be sensitive to people’s feelings; be sensitive to values; listen with an open mind; gather
information; and imagine the implications of ambiguous situations (Kolb, 1999). Activities to support this kind of skill development might include
information-gathering exercises that utilize nonquantitative information by looking at situations from
different perspectives; engaging in exercises that involve listening and observing nonjudgmentally; getting involved in more brainstorming activities and
small-group discussions.
Similar approaches are put forward by Kolb (1984)
to develop other learning styles, leading to the development of more “rounded learners” referred to
above who have equal abilities in the four areas of
CE, RO, AC, and AE, resulting in increased levels of
adaptive flexibility. This requires learners to “be
able to involve themselves fully, openly, and without bias in new experiences (CE); to view these
experiences from many perspectives (RO); to create
concepts that integrate their observations into
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Armstrong and Li
logically sound theories (AC); and to use these
theories to make decisions and solve problems”
(AE; Kolb, 1984: 2).
If cross-cultural training methods are adopted in
a way that takes account of the outcomes identified
here relating to management learning theory and
the facilitation and transfer of tacit knowledge, then
we remain confident that expatriate adjustment
during overseas assignments in China (and beyond)
will improve.
LIMITATIONS AND FUTURE RESEARCH
The contribution of our study must be assessed in
the light of its limitations, of which there are several. First, our study investigates Anglo expatriate
managers’ learning, knowledge acquisition, and adjustment to the host culture when working in MNCs
operating in a Confucian culture. Due to constraints
over time and resources, our samples were limited
to Anglo expatriate managers working in MNCs in
mainland China. The extent to which our findings can
be generalized to other Confucian cultures should
therefore be interpreted with caution. Future studies
should be conducted with Anglo expatriate managers working in MNCs in other Confucian cultures
such as Japan, Singapore, South Korea, or Taiwan
to further confirm the validity and generalizability
of the present findings.
Second, our conclusions and implications considered ways in which cross-cultural training might
better prepare managers for overseas assignments
by developing alternative learning style abilities to
those associated with their dominant preferred
learning style. The viability of this depends on the
extent to which learning styles are stable or open to
change. Although there are theoretical arguments
to suggest the latter (Mainemelis et al., 2002), further
empirical research is needed to determine the extent to which a person’s learning style is malleable.
Third, one element of our research considered Anglo expatriate managers’ learning style as a function
of time in position (Figure 4). Care must be taken not
to interpret this particular result as meaning a transition of learning styles had taken place over time,
because data were collected on a cross-sectional
basis. It is therefore not clear whether the managers
sampled had the same (or different) learning styles
when they began their assignment. Our observations
in that section of the data analysis may therefore be
a selection rather than a development effect. Future
research would benefit from measuring learning
styles in a longitudinal manner at various points in
19
time across the duration of their assignment. Collecting qualitative data would also add to the richness of future studies.
Finally, our theoretical argument that Confucian
cultures are congruent with diverging learning
styles, whereas Anglo cultures are congruent with
converging learning styles was based on limited
empirical research. Examining Anglo managers’
learning styles prior to, and at various points during
their overseas assignments would provide us with
a more conclusive picture of the entire expatriate
learning process.
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