针对学界缺乏对能力陷阱识别问题考察的现状,本研究提出组织通过绩效反馈机制识别能力陷阱并进行跨越的动态模型,构建组织行为理论和能力重构理论间的联系,为学界理解能力重构的微观基础提供思路.相比于“组织竞争优势来源于前瞻式的战略预见”的主导逻辑,本文提出更符合管理者有限理性假说的能力重构思路:管理者通过后顾式、问题导向的组织搜索行为实现能力重构.其逻辑在于:“目标驱动的搜索决策”可被视为竞争优势的微观来源——合理的目标驱动搜索行为可以使组织因结构化惯例实现较为彻底的租金占用,这有助于管理者明晰应何时通过路径变异进行新的租金创造,以克服伴随组织惯例的能力锁定陷阱.
Due to the research gap in how to identify competency trap, this study investigates how organizations identify and solve the competency trap by linking performance feedback theory and capability reconfiguration theory. This paper provides an insightful suggestion to understand the microfoundations of the organizational capabilities. Compared to the dominant logic in strategic management areas that competitive advantage comes from managerial foresight, the main theoretical contribution of this paper is to propose a backward-looking and problem-oriented process of capability reconfiguration, which is more consistent with the hypothesis of managerial bounded rationality. In other words, it is goal-driven decision-making process that can be seen as microfoundations of the source of competitive advantage:a reasonable goal-driven search behavior not only can help organizations involve with rent appropriation process as much as possible, but also helps managers to identify when to engage in rent generation process by selecting variation of the organizational routines in order to overcome competency trap.