Research methods for the empirical investigation of the process of formation of operations strategy

This paper reviews the methodological options for the empirical investigation of the process of formation of operations strategy. A case study approach is likely to be the most favoured research strategy for this type of work. Five possible methodologies that might be used within such case studies (ethnography, interviews, strategy charting, questionnaires and documentation) are critically reviewed and assessed. The advantages and disadvantages of each, together with circumstances in which they might best be used, are identified. The paper especially focuses on the practical implications for researchers using each of these methodologies.

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