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Sensemaking in virtual environments:
a study of how people make sense of and act in a virtual conference.
Amber Marshall
Master of Communication (Organisational Communication)
COMU7009 Thesis
Semester 1 2010
Acknowledgements
Though this is only a semester-long thesis, it is a project I have been thinking about and
working on for over a year, and one which I am very proud to have accomplished. This paper
marks the end of my degree of Master of Communication (Organisational Communication), a
field that has become my career since I began my study in mid-2008. I could not have completed
this thesis or my degree with such deep fulfillment if it were not for a few wonderful people.
Firstly, Jorgen Sandberg, thank you for your expert guidance, rigorous challenging of my work,
and encouragement to aim high and even take up a career in academia. Secondly, thank you to
my partner, Brett Joubert, who was not only my “sugar daddy” when I was a full time student but
my rock in times of both stress and success. And finally, thank you to my housemates and
friends, Jane McCrory (editor extraordinaire), Emma Cushworth, Hannah Savins, Mandy Lear,
and Jess Huddart, who have tirelessly barracked from the sidelines.
Abstract
Sensemaking is a highly influential and well-developed theory which contends that how
people make sense of their world determines their actions. Karl Weick is the founding father of
sensemaking and his theory has been employed by many scholars to advance understanding of
human action in areas such as strategy, decision making, and trust in organisations. However,
despite the increasing popularity of internet-based organisations, sensemaking in virtual
environments is poorly understood. The aim of this study is to examine how sensemaking forms
the basis of human action in virtual environments by investigating the sensemaking processes of
participants in a virtual conference called Sustainability Virtual Summits – SmartICT. A virtual
ethnography methodology, a relatively new qualitative research approach developed to meet the
unique challenges of the virtual environment, was employed to achieve this aim. The results of
this study show that sensemaking in virtual environments differs to sensemaking in the real
world. Firstly, the processes by which participants made sense of and acted in the virtual
conference were different to the processes described in Weick’s sensemaking model, which was
developed based on real world environments. This led me to propose a new model of
sensemaking processes specific to virtual environments. Secondly, some characteristics of
sensemaking in the virtual conference were inconsistent with three of Weick’s seven central
concepts. Generally, while Weick suggests sensemaking is largely externally focused, I found
that sensemaking in the virtual conference was inward-looking. This was evidenced by the
participants’ inability to access external cues and inherent tendency to look inwards to make
sense of their environment. I term this phenomenon introspective sensemaking. This study has
potential implications for both theory and practice. Not only could the field of sensemaking be
broadened to create new knowledge about sensemaking in virtual environments, but my findings
may also inform more intuitive design of virtual environments along with more effective
strategies to manage virtual work.
Contents
1. Why study sensemaking in virtual environments? ................................................................. 1
2. Weick’s real world theory of sensemaking............................................................................. 4
3. A virtual conference: the context of the study ........................................................................ 8
4. Methodology: virtual ethnography ....................................................................................... 11
4.1 Participant observation approach ................................................................................... 13
4.2 Interviews....................................................................................................................... 14
4.3 Data analysis .................................................................................................................. 16
4.4 Validity and reliability ................................................................................................... 17
5. Results: sensemaking in the virtual conference .................................................................... 19
5.1 Detailed description of the context ................................................................................ 19
5.2 My first virtual sensemaking episode ............................................................................ 23
5.3 Sensemaking processes in the virtual conference .......................................................... 24
5.4 Technical and interpersonal sensemaking...................................................................... 27
5.5 Comparison of Weick’s model and the new model of sensemaking in virtual
environments ............................................................................................................................. 30
5.6 Introspective sensemaking ............................................................................................. 36
5.7 Facets of the virtual conference that support introspective sensemaking ...................... 37
6. Discussion............................................................................................................................. 41
7. Limitations and further research ........................................................................................... 45
8. Conclusion ............................................................................................................................ 46
9. Reference list......................................................................................................................... 48
Figures, tables, and screenshots
Figure 1 – Weick’s sensemaking process (Weick 1995, Herrmann 2007)................................... 5
Figure 2 – Sensemaking processes in the virtual environment (virtual conference) ...................25
Figure 3 – Comparison of Weick’s model and the new model of sensemaking in virtual
environments................................................................................................................................. 30
Table 1 – Interviewee demographics ...........................................................................................15
Table 2 – Data analysis process ...................................................................................................16
Screenshot 1 – Lobby ...................................................................................................................21
Screenshot 2 – vCard exchange in one-on-one chat session ........................................................21
Screenshot 3 – Roster view of conference participants ...............................................................22
Screenshot 4 – General Message pop-up .....................................................................................22
1
1. Why study sensemaking in virtual environments?
You have enrolled to attend an international professional conference. There will be key note
speeches from leaders in the field, exhibition booths for you to wander through, sponsors of the
conference to engage with, and delegates from around the world to network with. But there are no
flights or hotel rooms to book, no new suit to purchase, no need to make work arrangements for
your absence. In fact, you need not leave your home or office at all – this is a VIRTUAL conference.
You log on to your computer and enter the conference website. You find yourself in the Lobby. It
looks like a real conference – there is a billboard with sponsorship messages and signs that say
‘Auditorium’ and ‘Exhibit Hall’. There are people milling around the Lobby and you decide to
explore the conference. What now? Where do I go? What do I do? Who can I talk to? What is
everyone else doing? Am I in the right place? You look around for answers and quickly realise that
it’s just you sitting at your desk. It’s up to you to figure it out on your own. Welcome to the world of
making sense in virtual environments.
The purpose of this study is to investigate how sensemaking occurs in virtual environments
compared to how sensemaking occurs in the ‘real world’. Sensemaking is one of the most
influential theories in organisation studies and contends that how people make sense of their
environment determines their actions. Karl Weick introduced the term ‘sensemaking’ in 1979 in
‘The social psychology of organizing’ (Weick 1979), which he later built on in his landmark book
‘Sensemaking in organizations’ (Weick 1995). Over the last thirty years Weick has continued to
champion his sensemaking theory, partnering with and influencing other authors to explore
sensemaking in areas such as strategy (Kurtz & Snowden 2003; Schneider 1997), decision making
(Snowden 2005; Klein 2004; Daft & Weick 1984), knowledge management (Choo & Johnson
2004; Thomas, Sussman & Henderson 2001), trust in organisations (Adobor 2003), identity (Ojha
2005), and organisational change (Weick & Quinn 1999; Gioia & Chittipeddi 1991). A number of
overview articles (Anderson 2006; Holt & Sandberg 2010) suggest that Weick’s theory of
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sensemaking is the foundation of the field of sensemaking. Indeed, in 2006 the Journal of
Organisation Studies published a special issue on the topic of sensemaking “in honour of Karl
Weick” (Sutcliffe, Brown & Putman 2006) which is testament to Weick’s dominance in the field.
Further, in a citation analysis of all citations of Weick (1979) in three top organisation studies
journals Anderson (2006) found that citations of Weick’s work are rarely critical or involve
empirical tests, suggesting that Weick’s theory has gone relatively unchallenged over the last thirty
years.
Weick’s theory of sensemaking was established at a time when virtual environments did not
exist. The theory was founded on research of ‘real world’ organisational practices, that is, practices
that take place in a traditional, face-to-face manner. Through application and extension of Weick’s
theory to various topics extensive knowledge has been accumulated about sensemaking in the real
world. Far less is known, however, about sensemaking in virtual environments, which is a serious
shortcoming in existing sensemaking literature. Virtual environments have become commonplace
in organisations, as evidenced by the exponential growth of internet usage world-wide over the last
ten years. For example, since December 2000 the number of global internet users has risen six-fold
from 360,985,492 to 1,802,330,457 (Internet World Stats 2010). As such, sensemaking in virtual
environments is deserving of attention from researchers.
Despite the prevalence of virtual technologies in today’s organisations, studies about
sensemaking in virtual environments are extremely rare; only a few studies (Herrmann 2007;
Cecez-Kecmanovic 2004; Faraj, Kwon & Watts 2004; Kavanagh & Kelly 2002) attempt to
investigate this topic. A major drawback of these studies is that they impose Weick’s real world
theory of sensemaking on the virtual environment, failing to acknowledge and address the unique
challenges of the virtual environment and the potential consequences for how sense is made in
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those environments. My research aims to address this deficit. By taking the point of departure not
from Weick’s sensemaking model but from the virtual environment itself, my study, unlike
previous studies, offers the opportunity to examine sensemaking in virtual environments in and of
its own right. I then compare my conception of sensemaking in virtual environments to Weick’s
real world conception of sensemaking. Hence, the aim of the study is to investigate how
sensemaking occurs in virtual environments compared to how sensemaking occurs in the real
world. This aim may be translated into two research questions: (1) by what processes do people
make sense of and act in virtual environments? and (2) to what extent does sensemaking in virtual
environments differ from sensemaking in the real world?
There are potential theoretical and practical implications for this research. Firstly, if
sensemaking in virtual environments is found to be different from real world sensemaking, current
knowledge of sensemaking may be expanded to include virtual environments, an area of the field
presently neglected in the literature. Further, by providing a greater understanding of how people
make sense of and act in virtual environments this research may help to improve the design of
virtual environments and inform more effective management strategies for virtual organisations in
areas such as leadership, motivation, and work flow. Therefore, if virtual environments can be built
and managed with the explicit needs of the virtual sensemaker in mind the overall uptake and
effectiveness of virtual organisations may be improved.
The structure of this paper is as follows. Firstly, I explain Karl Weick’s real world theory of
sensemaking, which is representative of the broader sensemaking field. Secondly, I introduce the
site of my study, a virtual conference (a type of virtual environment), and conceptualise the greater
context of the study, the internet. Thirdly, I explain and justify my methodology - virtual
ethnography - providing an in-depth description of its components as well as ethical considerations
4
for its use. I then present my findings, which comprise a significant portion of this paper. Finally, I
conclude the paper with a discussion of these findings including limitations, contributions,
implications, and suggestions for further research.
2. Weick’s realworld theory of sensemaking
Because Weick’s work forms the basis of sensemaking literature, I have limited my review
of sensemaking to two of Weick’s seminal works (Weick 1995; Weick, Sutcliffe & Obstfeld 2005)
with limited reference to other authors’ research. Weick (1995, p. 4) states that sensemaking is
“well named because, literally, it means making of sense”. Further, “sensemaking is about action…
(It) is as much a matter of thinking that is acted out conversationally in the world as it is a matter of
knowledge and technique applied to the world” (Weick, Sutcliffe & Obstfeld 2005, p. 412). This
means that thinking or meaning making happens simultaneously with the action taken on the basis
on that meaning. In other words, sensemaking is the basis of human action. This is precisely why
sensemaking is such an important body of literature in organisation studies - it contends that how
we make sense of an environment determines the way we act in it.
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Figure 1 - Weick’s sensemaking process (Weick 1995, Herrmann 2007).
Figure 1 shows Weick’s model of sensemaking processes, which I now describe in detail
using an everyday organisational scenario - a work meeting. Weick’s sensemaking process model
has three main components: enactment, selection, and retention. The first step of sensemaking,
enactment, is an activity undertaken by a person to bracket, frame, and label an aspect of reality
(Herrmann 2007, p. 18). Here the person, from an originating state of flow, “carves out” (Weick
1995, p. 33) an aspect of their reality and assigns it a meaning. For example, when participating in a
team meeting a worker may subliminally interpret much of the conversation, that is, they are in a
state of flow. However, when something of interest or confusion arises the worker pays attention to
that phrase; they enact this phrase by bracketing, framing, and labelling it, that is, noticing,
capturing, and assigning meaning to it.
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The second step, selection, is a process of communication between individuals to clarify or
reduce equivocality (multiplicity of meaning) of the interruption or event. Here the team undertakes
a communication cycle of acting, responding, and adjusting to achieve a consensus of meaning. For
example, the worker discusses with other team members what they make of the point raised. The
third step, retention, describes how the team’s interpretation of the event and consequent actions
reinforce the shared meaning, that is, the team reaches agreement on the meaning of the phrase and
the action to be taken. This entire process is called a sensemaking episode.
Weick outlines seven concepts that underpin his sensemaking model (Weick 1995; Weick,
Sutcliffe & Obstfeld 2005). Each is now briefly described in relation to the example of the team
meeting. Firstly, sensemaking is grounded in identity construction - “who we think we are as
organisational actors shapes what we enact and how we interpret” (Weick, Sutcliffe & Obstfeld
2005, p. 416). This means that the worker’s identity or role (for example ‘team leader’ or ‘expert’)
determines what they find interesting or confusing in the meeting, that is, what they enact.
Secondly, sensemaking is retrospective - “people can know what they are doing only after they
have done it” (Weick 1995, p. 24). This means that when the worker notices a phrase the phrase is
already in the past when they attempt to make sense of it. Thirdly, sensemaking is enactive of
sensible environments, that is, the worker can only make sense of a phrase that is in the realm of
their understanding. Fourthly, sensemaking is social - “conduct is contingent on the conduct of
others, whether they be real or imagined” (Weick 1995, p. 39). This means that the worker’s
understanding of the phrase is informed by how the other people in the meeting make sense of and
act on that phrase.
Weick’s fifth concept is that sensemaking is ongoing - sensemaking is something people do
all the time. Even when idly listening to the meeting’s proceedings, sensemaking on the part of the
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worker is always in progress. The sixth concept is that sensemaking is focussed on and by extracted
cues – “extracted cues are simple, familiar structures that are seeds from which people develop a
larger sense of what may be occurring” (Weick 1995, p. 50). In the meeting scenario the worker
uses information from the external environment, for example, the ambience of the meeting room,
the cultural climate of the organisation, or the manner of other participants, to try to make sense of
the phrase at hand. Finally, sensemaking is driven by plausibility rather than accuracy -
“sensemaking is not about truth and getting it right … it is about continued redrafting of an
emerging story so that it becomes more comprehensive” (Weick, Sutcliffe & Obstfeld 2005, p.
415). Here the team members do not necessarily need all the information to make sense of the
phrase, they just need enough information to make an assumption about it and move forward.
With a thorough understanding of Weick’s real world sensemaking model and its central
concepts I now turn to my investigation of sensemaking processes in virtual environments. At this
point I deliberately abandon Weick’s model and take my point of departure from the virtual
environment itself. In the next section I describe how virtual environments are generally
conceptualised in existing literature and locate my study within this conceptual framework. Later I
describe in detail the context of my study, a virtual conference called ‘Sustainability Virtual
Summits – SmartICT’, which was a three day virtual event run in different time zones to
accommodate participants throughout the world. Then, after I report my findings on sensemaking
processes in this virtual conference, I revisit Weick’s real world theory and compare it to my
findings.
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3. A virtual conference:the context of the study
As stated above, the context of my study is a virtual conference. Virtual conferences are
modelled on real life conferences, aiming to mimic them in the virtual environment. In a virtual
conference, as in a real one, participants watch speeches, network with other delegates, and chat
with exhibitors. Moreover, the website interfaces for virtual conferences are designed to mimic the
look and layout of a real world conference site. However, the delivery of the virtual conference, that
is the way that conference activities occur, is vastly different to what most conference delegates are
used to. In a virtual conference all interaction is mediated by technologies such as video, audio, and
text chat. Herein lies the essential difference between virtual and real environments – interactions
and experiences in the virtual world are mediated or ‘filtered’, whereas the real world hosts ‘pure’,
face-to-face interactions between people and unmediated physical contact between a person and
their world.
Virtual conferences are just one type of virtual environment in a wide spectrum of available
technologies. While virtual environments vary greatly in their technical capabilities, a common
feature is that they are usually hosted on the internet. For example Wikispaces (2010), an internet
collaboration tool which offers people text forums and centralised document storage, is far less
advanced than Second Life (2010), a virtual reality website in which people can create and embody
three-dimensional avatars (digital forms representing human bodies in the virtual world). While
virtual conferencing is a very recent technology it may be described as middle of the range in terms
of sophistication - while not offering participants a three-dimensional presence, virtual conferencing
does enable interaction between participants in real time via text chat.
The broader context of this study is the internet at large. Since the internet became
commonplace in most organisations scholars have sought to uncover and explain its impact on and
9
role in organisations. Traditionally, the internet has been conceptualised as a communication tool -
a means of interacting over physical distance. When the internet is conteptualised as a tool it is
compartmentalised into the various modes of communication it enables. “Interest has ranged from
explicit, informal technologies, like chat and instant messaging, to asynchronous, conversational
communications occurring via email and bulletin board systems” (Churchill, Snowden & Munro
2001 cited in Churchill & Erickson 2003, p. 1). Churchill & Erickson (2003, p. 7) observe that
discussions about the internet as a communication tool “tend to use face-to-face conversation as a
benchmark against which to contrast mediated conversation”. Because of this many authors
discredit technology-mediated communication altogether, a viewed summed up in Pyoria’s (2007,
p. 20) statement:
(There is a) false conception of the utility of IT for enhancing interpersonal interaction by
constructing new communication channels parallel to old ones… An additional problem inherent in
all computer-mediated communication is the lack of immediate face-to-face interaction… Even in
real time virtual conferences combining audio and video, most social clues – arguably the most
efficient form of immediate feedback – will remain absent.
In this excerpt, Pyoria clearly takes the internet as tool view, dismissing mediated
interaction as being inferior to face-to-face interaction. This view can bias scholars towards a
perceived superiority of face-to-face interactions and thus limit their capacity to more deeply
understand virtual organisational behaviour. Indeed, some researchers have challenged the view of
internet as a tool arguing that the internet also provides people with new ways of exploring aspects
of reality and self (Croon Fors & Jakobsson 2002, p. 39). In this alternative view the internet is
conceptualised as a world which people can explore, not just a tool they can use to achieve a task.
As Croon Fors & Jakobsson (2002, p. 39) state, “in contrast to the tool perspective, this view
10
regards information technology as an influential mediator and moderator of human experiences”. In
other words, virtual environments enable people to experience life from alternative perspectives,
that is, virtually mediated and moderated perspectives, offering them greater insight into themselves
and their world. This study acknowledges the internet as tool view of the internet but is more
entrenched in the internet as world view; virtual conferences do not just provide a tool for people to
interact with content and each other over distance; virtual conferences themselves are worlds open
to people to explore.
In the twenty-first century, with extensive possibilities for the design and architecture of
virtual environments, each virtual world is distinct with a vast array of experiences available to
people. As such, there is no one accepted definition of virtual environments in the literature. Croon
Fors and Jakobsson (2002, p. 41) offer a “tentative” definition in the face of this ambiguity, stating
that “a virtual world emerges from a distributed technical system that allows a substantial number
of people to interact synchronously. The interaction takes place in a sustained environment based
on some kind of spatial metaphor”. The environment under study here, the virtual conference, fits
this definition. To reiterate my purpose, it is to investigate how people make sense of and act in
these virtual environments (the virtual conference) compared to how people sense of and act in the
real world. Having conceptualised the context of the study I now proceed to my methodology which
was designed to accommodate the unique nature and challenges of the virtual environment
identified above.
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4. Methodology:virtual ethnography
I employed a virtual ethnography methodology to answer my research questions: (1) by
what processes do people make sense of and act in virtual environments? and (2) to what extent
does sensemaking in virtual environments differ from sensemaking in the real world? Virtual
ethnography was a logical approach because sensemaking is an intricate and personal activity that
may be effectively captured through immersion in the virtual environment. The aim of the virtual
ethnography methodology was to conduct an in-depth analysis of the lived experience of a small
cross-section of conference participants, namely my own experience and that of four other
participants. Indeed, a larger collection of experiences may have diluted the results; the very
purpose of ethnography is to explore as deeply as possible the detail of the lived experience of a
few, not to capture as many experiences as possible.
Virtual ethnography is a relatively new methodology that has been pioneered over the last
ten years by scholars such as Christine Hine (2000; 2005) who suggests that this methodology
causes researchers to rethink many aspects of traditional ethnography. In virtual ethnography
“technology should not be seen as a given or taken for granted, because its use and impact are
strongly influenced by the representations and beliefs referring to it on the side of the users and
nonusers” (Hine 2000, p. 263). As such, a significant consideration in virtual ethnography is the
social construction of the internet by people as both cultural artifact and as place of cultural
production (Hine 2000); in other words, internet as thing (tool) or place (world/reality) as discussed
earlier. These conceptions of the internet are now applied to implications for my research
methodology.
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Internet as thing has two main implications for the virtual researcher. Firstly, the researcher
may describe a piece of the internet (such as a website) to make assumptions, for example, about
people who visit that website. Secondly, the internet may be used as a tool to conduct research, such
as hosting a focus group in an online forum. I employed the internet in both these ways during my
research. Therefore, in accordance with the virtual ethnography methodology I ensured that all my
interactions with participants were mediated by virtual technologies (before, during, and after the
conference) to achieve consistency of context across all data collection points. Also, because virtual
interviews are experienced differently to the face-to-face interviews most people are familiar with, I
also modelled my interview manner and questions on Hine’s (2000; 2005) recommendations.
Internet as place is also problematic for researchers of virtual environments because virtual
places cannot be defined in the same way as real places. Ethnographers have traditionally defined
the boundaries of their studies by placing physical parameters on the group under study, but this
cannot be achieved in virtual environments. In virtual environments “boundaries are not assumed a
priori but explored through the course of the ethnography” (Hine 2000, p. 64). In other words, place
is defined by connections (virtual and real) rather than locations. As such, my site of study was not
confined to the conference website but included exploration of what happened before and after the
conference. That is, I partook in communication with conference organisers and participants before
and after the conference and also followed links from the conference website to other parts of the
internet, such as websites of the companies the participants worked for.
Finally, there were ethical considerations in my study unique to the virtual ethnography
methodology. Hine (2000) says that lurking is a key issue. Lurking is defined as being in a virtual
environment unbeknownst to other people in that environment. A participant could have lurked in
the virtual conference by selecting ‘Invisible’ mode or by not participating while watching the
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interactions of other participants unfold. As a virtual ethnographer it would have been unethical for
me to have lurked in the conference by, for example, not revealing my identity or my intentions as a
researcher. As such, I strived to achieve transparency in all my interactions by participating in the
conference using my full name, uploading a true photo of myself, and filling in my profile
information accurately (including a link to more information about my research project and contact
details). I also indicated that I was ‘Available’ for chat at all times from the options provided
(‘Available’, ‘Away’, or ‘Invisible’). While I remained transparent with my own identity I took steps
to ensure that the identities of the research participants remained anonymous; I assigned the
interviewees aliases and ensured all my data was securely stored during the study.
4.1 Participant observation approach
My study followed the basic formula of the more traditional participant observation (Flick
2006) methodology (from which ethnography was derived) but exercised the freedom of
ethnography generally, and virtual ethnography specifically, in collecting a range of data to enhance
my findings. The three steps in my approach were descriptive, focussed, and selective observation
(Flick 2006, p. 220), which I executed one at a time over the three days of the conference. In phase
1, descriptive observation, I described in detail each part of the virtual conference environment - the
Lobby, Auditorium, Meeting Rooms, Exhibit Hall, and company booths. I also noted my own
thoughts and feelings in response to the environment. Having never attended a virtual conference I
‘felt’ my way around, keeping in mind the following questions which were developed based on my
existing understanding of sensemaking: How is interaction organised? What is visible? What is
invisible? What are my assumptions? In phase 2, focussed observation, I attended the conference as
if I were a regular participant, engaging in and capturing text chats with other participants and booth
representatives. I also attended moderated chat sessions in the Auditorium, where questions from
14
participants and answers from the key note speakers were managed and published by a silent third
party. Again I took notes on my own observations and experiences with the technology, content,
and other participants. Finally, in phase 3, selective observation, I again engaged in text chats with
other participants and took notes; the aim was to consolidate and challenge my observations from
phase 2.
Over the course of these three phases I collected different types of data including field notes,
artifacts (such as text chat session transcripts and downloadable pdfs), and statistical information
from the conference organisers (such as attendance numbers). Following the conference I also
conducted semi-structured interviews with participants I met during the conference, in which my
intention as an ethnographer was to understand as completely as possible the lived experiences of
these participants.
4.2 Interviews
In the virtual conference I initiated text chat sessions with several participants, four of
whom I emailed after the conference asking if they would agree to be interviewed. I selected my
interviewees using a theoretical sampling method in which “decisions about choosing and putting
together empirical material … are made in the process of collecting and interpreting data” (Flick
2006, p. 125). This approach was appropriate because my research evolved as I collected my data; it
was not possible to identify at the beginning of the study which people or what data I needed to
access. The end sample of interviewees consisted of participants from all three time zones as well as
a mix of sex, age, occupation, and level of competence with virtual technology (see Table 1).
15
Table 1 - Interviewee demographics
Interviewee Sex Approx. age Virtual
competence
Location Occupation
Jo Female 35 Low New Zealand Masters student
Chuck Male 40 High USA Entrepreneur/consultant
Ted Male 60 Medium Portugal Software company owner
Max Male 55 Medium USA Sustainability
expert/speaker
The interviews, conducted over Skype via audio communication, adhered to Flick’s (2006,
p. 257) guidelines for online interviews. Virtual interviews have obvious downfalls such as
technical difficulties and less intimate contact (Flick 2006). However, the choice to employ virtual
interviews was justified because the interviews engaged the participants in the natural context of the
research – the virtual environment. Furthermore, I wrote the interview questions following
Spradely’s 1979 (cited in Flick 2006, p. 166) guidelines for ethnographic interviews, taking care to
ensure that the interviews were a genuine dialogue. The interview questions were: How did you
experience participating in the conference? What was distinctive about the virtual environment in
your interactions with people, content, and tools? What did you find particularly challenging and/or
surprising about participating in the conference virtually? How do you think the virtual conference
can be improved so that interaction and communication work better between participants? The aim
of these questions was to uncover the interviewees’ lived experience of the conference and elicit the
intricate details of their interactions with the technology, content, and other participants.
16
4.3 Data analysis
To analyse my data I employed theoretical coding, a procedure for analysing data to
develop a theory in which “interpretation is the anchoring point for making decisions about which
data or cases to integrate next in the analysis” (Flick 2006, p. 296). This theoretical coding, which
was consistent with my theoretical sampling approach, followed three steps: open coding, axial
coding, and selective coding (Flick 2006). As shown in Table 2, I applied these steps to two streams
of analysis: mapping participants’ sensemaking episodes in the virtual conference and identifying
unique facets of the virtual environment that influenced participants’ sensemaking processes.
Table 2 – Data analysis process
Stream 1:
Mapping sensemaking processes in the
virtual conference
Stream 2:
Identifying facets of the virtual environment
that influence sensemaking processes in the
virtual conference
Open
coding
Analysed field notes and other data to
identify my own thoughts and actions that
impacted my sensemaking processes.
Analysed field notes and related data to
establish four key themes for consideration.
Axial
coding
Sketched out the sensemaking journeys of
each participant, as evidenced in the
interview transcripts and supporting data.
Combined interview data with my own
observations to refine themes to eight unique
facets of the virtual environment.
Selective
coding
Established model of sensemaking
processes in the virtual conference.
Established the three strongest unique facets of
the virtual environment, which underpin my
model of sensemaking in the virtual conference.
Combined
findings
Established a phenomenon that is unique to sensemaking in the virtual environment and
challenged some of Weick’s central concepts.
Firstly, using open coding, a method that “aims at expressing data and phenomena in the
form of concepts” (Flick 2006, p. 297), I conducted a preliminary analysis of my data to identify
general themes in both streams of analysis. In stream 1 I identified some of my own thought
processes and actions that were part of my sensemaking processes, such as considering how to
move between rooms in the conference. In stream 2 I identified four broad themes (virtual time,
17
virtual place, virtual space, and virtual presence) which were aspects of the virtual environment that
seemed to impact my sensemaking activities.
I then proceeded to axial coding which aims to “refine and differentiate the categories
resulting from open coding” (Flick 2006, p. 301). In stream 1 I identified and mapped the specific
sensemaking episodes of each interviewee as well as my own. In stream 2 I combined the analysis
of the interview transcripts with the four themes that were identified in the previous step and
decided which were the most promising for further exploration. Through numerous rounds of
establishing relationships between the themes and their sub-themes, and between my own data and
that of the interviews, eight pertinent aspects of the virtual environment emerged: virtual
etiquette/norms, power in a virtual environment, virtual time, expectations of the virtual conference,
virtual engagement and presence, technical confidence and competence, attitude/approach to the
conference, and lack of available social cues in the virtual environment.
Thirdly, selective coding involved a higher level of abstraction, combining all the identified
sensemaking episodes to arrive at a unified model of sensemaking processes in the virtual
conference (stream 1), as well as three well-supported facets of the virtual environment that affected
participants’ sensemaking activities. Finally, I combined all my findings to establish a new
phenomenon unique to the virtual environment, which is discussed later.
4.4 Validity and reliability
Sandberg (2005) developed a four-pillared framework for guiding interpretive research
which I used to achieve validity and reliability in my study. Firstly, communicative validity
(establishing a community of interpretation between researcher and participant to justify coherence
of interpretation of the topic) was established in two ways. Instead of imposing my understanding
of the conference upon the interviewees I asked open ended questions and engaged them in
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dialogue, which encouraged a joint understanding of the topic. I also prefaced each interview by
stating that my intent was to grasp the participants’ own lived experience of the conference, which
again opened up the dialogue and encouraged honesty from both parties. Secondly, pragmatic
validity (recognising inconsistencies between what people do and what people say they do) was
established through the use of follow-up questions to qualify the interviewees’ statements. Using
triangulation I resolved inconsistencies in the data by comparing the interview transcripts, text chats
I held with the interviewees during the conference, and my field notes.
Thirdly, transgressive validity (recognition of ambiguity, complexity, and multiplicity of
meaning) was achieved by actively looking for contradictions in my data, not just coherence. For
example, in the second stream of analysis I cross-checked my and the interviewees’ understandings
of the unique facets of the virtual conference that seemed to affect sensemaking processes. Finally,
reliability as interpretive awareness (validating the process by which truthful interpretations are
made by demonstrating how interpretations have been controlled and checked throughout the
research) was achieved by acknowledging and managing my subjectivity throughout the research
process. I did this, as Sandberg (2005) suggests, by posing ‘what’ and ‘how’ questions, as opposed
to ‘why’ questions in all aspects of my research. I also employed a describing orientation in relation
to my data collection and analysis; I described what constituted the participants’ lived experience of
the virtual conference, rather than seeking to explain why participants experienced the conference
in the ways they did, which reduced the risk of my subjectivity influencing the results.
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5. Results:sensemaking in the virtual conference
The results of my study take in various aspects of how people made sense of and acted in
the virtual conference. Firstly, I describe the virtual environment in detail from both the thing and
place conceptual perspectives. Secondly, I describe the model of sensemaking processes I
developed specific to the virtual conference, using my own and the other participants’ sensemaking
episodes to illustrate the model. Thirdly, I discuss the two main types of sensemaking episodes that
are evident in the model of sensemaking in the virtual environment: technical and interpersonal
sensemaking. I then compare the new model to Weick’s real world sensemaking model, revealing a
number of significant differences between them. Finally, I identify some facets of the virtual
conference environment that support my concept of introspective sensemaking, which I argue is a
new phenomenon unique to sensemaking in virtual environments.
5.1 Detaileddescriptionof the context
From an internet as place perspective the context of the study was a website that hosted a
virtual conference series called Sustainability Virtual Summits (2010). I attended the first of three
events - ‘SmartICT’ - which focussed on sustainability for global ICT organisations. Participants
from around the world visited the conference website over three consecutive day-long sessions in
different time zones: UK/Europe (London), US (Denver), and Asia/Pacific (Hong Kong), held on
March 30, 31, and April 1 2010 respectively. The virtual conference environment, an internet-based
virtual world that aims to mimic a real conference environment, was developed by a company
called 6Connex (2010). The three-dimensional graphics on each page of the conference website
depicted the various ‘rooms’ in which specific activities took place; for example in the Auditorium
there were key note speakers and in the Exhibit Hall there were booths with representatives
available to ‘talk’ to participants about company products and services.
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From the internet as tool perspective the communication tools made available by the
6Connex technology were video with audio, text chat, digital content download (such as pdfs) and
other tools such as vCards (see Screenshot 2), General Message pop-ups (see Screenshot 3, and the
Roster view (see Screenshot 4). Many of these functions were one-way channels, such as the key
note speeches which were delivered via pre-recorded video. Two-way interaction was only possible
via two text tools. Firstly, there was a public, moderated chat in the Auditorium where participants
could submit questions to be answered by the speaker in the video. These moderated chat sessions
were asynchronous; the questions were submitted and read by a moderator who, after passing them
on to the speaker for an answer, posted the question together with the answer for public viewing.
Secondly, one-on-one or group chat sessions between participants provided two-way, synchronous
(or near-synchronous) interaction. Here participants could invite other people to chat, for example,
about the video showing in the Auditorium (one-on-one chats were far more popular than group
chats). The four screenshots below show how the conference environment appeared on the screen to
the participant.
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Screenshot 1 – Lobby (Sustainability Virtual Summits 2010)
Screenshot 2 – vCard exchange in one-on-one chat session(Sustainability Virtual Summits
2010)
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Screenshot 3 – Rosterview of conference participants (Sustainability Virtual Summits 2010)
Screenshot 4 – General Message pop-up (Sustainability Virtual Summits 2010)
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5.2 My first virtual sensemaking episode
As described in my participant observation approach to the virtual ethnography
methodology, I attended the virtual conference over three days. I found that the virtual conference
activities were generally familiar to me from my previous experience of real conferences; activities
such as listening to key note speakers, networking with delegates, obtaining information, chatting to
exhibitors, and exchanging business cards. The virtual environment did, however, introduce new
variables that affected how I carried out these activities. For example, virtual business cards or
vCards were exchanged by clicking a ‘Request vCard’ or ‘Send vCard’ button in the text chat
window. Despite my reasonably high level of experience with virtual technologies, this conference
was the first time I had ever exchanged a vCard. When I was sent a vCard in a conversation with
Chuck (see below) I became confused – a sensemaking event occurred for me and I entered a
sensemaking episode. The italicised text below represents my thoughts; normal text is the actual
conversation.
CHUCK:I went to a conference in Second Life recently … Okay to ask for your vCard?
AMBER: A Second Life summit sounds interesting!
What is a vCard?
CHUCK:(This person has sent you a vCard: Please make sure it was not blocked by your Pop-Up
Blocker.)
I have no idea what this means.But I don’t want to ask because you will think I don’t know what I’m
doing… That won’t look good for me!
CHUCK:I can fill you in about it when we get a chance to chat. I was quite impressed.
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Oh, you are talking about Second Life,not the vCard. Ok, so how do I find the vCard you sent me ...
Oh, right, it’s been automatically downloaded to my desktop.
AMBER: Thanks Chuck.
Now, how do I send my vCard to Chuck? Oh, look, there’s a button that says ‘Send vCard’. That’s it.
CHUCK:I did get your vCard.
AMBER: Great - I got yours too.
To explain this sensemaking episode, prior to this event I was in a state of flow; I was
confidently participating in a text chat session with Chuck. However, Chuck’s request for my vCard
challenged my existing knowledge and I dared not ask him what he meant for fear of appearing
incompetent. Moreover, there were no cues immediately available to me about what was happening,
that is, no instructions or visible demonstration of what to do. Using trial and error I tried to both
send and receive a vCard which involved clicking buttons and determining where on my computer
desktop the vCard file has been saved. When the episode was resolved Chuck and I continued our
conversation and I returned to a state of flow. This is an example of just one sensemaking episode
that occurred in the virtual conference.
5.3 Sensemaking processes inthe virtual conference
Each participant experienced unique sensemaking episodes, some of which I was able to
capture in text chat sessions during the conference and in the interviews after the conference. The
participants, including me, varied in their level of competence with the virtual technology and this
seemed to determine the point at which each participant experienced their first sensemaking event.
Indeed, “efforts at sensemaking tend(ed) to occur when the current state of the world (was)
perceived to be different from the expected state of the world, or when there (was) no obvious way
25
to engage the (virtual) world” (Weick, Sutcliffe & Obstfeld 2005, p. 409). I used these sensemaking
episodes to map each interviewee’s individual sensemaking processes, synethesising them to
produce Figure 2 which shows the process of sensemaking in the virtual conference as experienced
and reported by the four interviewees.
Figure 2 – Sensemaking processes in the virtual environment (virtual conference).
The model can be explained as follows. Each participant began their sensemaking
experiences in a state of flow. When they encountered something unfamiliar, surprising, or
challenging, they experienced a sensemaking interruption or event and sought information or cues
to help solve the interruption, that is, to make sense of the event. If enough information or cues
were available for the participant to act, they were able to move on and return to a state flow. If
26
there was not enough information for the participant to act, which was often the case, the participant
either sought further information or was left to founder in their uncertainty. At this point the
participant looked inwards for answers they could not find externally. If, on the other hand, more
information was sought and received, the participant could again assess whether or not they now
had enough information to act and return to flow. If the additional information was again not
adequate the participant remained in the sensemaking episode. Though some interviewees engaged
in multiple sensemaking cycles, all interviewees reached a point where they could not make sense
of the situation at hand based on external cues. This resulted in introspective sensemaking, as
indicated in the diagram, which is explained later.
In her interview Jo revealed an excellent example of a sensemaking episode in the virtual
conference; her sensemaking path is highlighted in green in Figure 2. Jo was a relative novice in the
virtual conference environment. When she entered the conference website she was immediately
confronted and confused. “I had to figure out how to get around, what was going on where,” she
said. Upon entering the conference Lobby (see Screenshot 1) Jo saw “moving people” and
wondered whether they were avatars or illustrations. When I talked to Jo a few weeks after the
conference she still had not completely resolved this interruption to her sensemaking experience. “I
didn’t know if it was real. I didn’t know if those people represented, like were, avatars of real
people… or just kind of art”. Jo expressed that there was no way to tell one way or the other
because there were no external cues available to her. Her inability to access the information she
needed to make sense of the event resulted in introspective sensemaking.
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5.4 Technical and interpersonal sensemaking
Through analysing my own sensemaking experiences and those of the interviewees I
discovered that sensemaking episodes in the virtual conference were prompted by the participants’
inability to (1) engage with technology and (2) access needed interpersonal cues. Technical
sensemaking activities emerged from confusion about how to use the technology, for example, how
to navigate from one conference room to another. These interruptions were generally resolved by
trial and error where the participant sought feedback from the technology itself, not from other
people. For example, Max said that even though it was not “entirely obvious” what would happen
as he navigated through the conference website, he was happy to “click around” and find out.
Generally, however, it was the not lack of technical information that interfered with the
participants’ flow and resolution of interruptions, it was the lack of interpersonal cues. An example
of this was when Jo received a General Message pop-up (see Screenshot 3) about a session starting
in the Auditorium. She found that she could not follow the message to where she was supposed to
go, nor could she follow the example of other people in the conference. In her interview Jo noted
that in a real conference she could have “followed the crowd” and the fact that this was not possible
in the virtual conference inhibited her ability to make sense of and act in the conference. In this
way, interpersonal sensemaking refers to interruptions or events that can only be resolved by
learning what one needs to know from interaction with other people, not the technology.
Ted’s experience with one-on-one text chat further exemplifies this definition of
interpersonal sensemaking and the difficulty participants experienced with it in the virtual
environment. Ted described himself as “middle of the bunch” in terms of his technical capability
and confidence in the virtual conference. Ted was impressed with the ease with which he could
access and interact with content. However, he found that interacting with people was more difficult
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– he said that his real world interpersonal skills did not translate well to the virtual environment.
While Ted did not initiate any conversations he “didn’t hesitate” to engage when I contacted him
via chat and, in effect, showed him what to do. Here, Ted’s sensemaking event was his reluctance
to initiate virtual interactions; though he was not bound by his technical competence (he did know
how to chat via text) he needed interpersonal cues in order to move through the sensemaking
episode. Ted said, “It’s like anything the first time… It’s always easier when someone reaches out
to you”.
This reluctance to initiate interaction was true for a number of participants and, as such,
relatively few chat sessions were initiated during the conference (only 400 chat sessions in total
took place amongst the 1000 delegates over three days). Furthermore, when communication
between participants in the virtual conference did happen, it tended to be content-based, as
demonstrated in the following text chat I had with Jo in a Meeting Room session called ‘Open
Innovation’. It represents a typical example of the conversations I engaged in during the conference.
JO: Have you come across anything interesting?
AMBER: I think the telepresence stuff is interesting. I like the idea of increasing productivity and
lessening cost/travel. What brought you here?
JO: I am interested in IT application for process development, hence energy reduction. Some have
mentioned IT moving into improving efficiency in business operations, but nothing more than a
mention.
AMBER: Is that what you came to find out?
JO: Yes,I am looking for the elusive Green IT 2.0, but not getting much traction.
AMBER: No wonder you are in the Open Innovation session.
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Further, the moderated chat sessions in the Auditorium were even more confined to content-based
conversation, as demonstrated in the following excerpt.
MODERATOR: In answer to question “how live is live?”, from Anna B.
“It is filmed through two telepresence rooms”.
MODERATOR:In answer to question “Can you tell us how your company uses its own solutions to
reduce its carbon footprint”?, from Harry J.
“Sure, we are a big user of TP rooms … We also push quite strongly on server consolidation and
virtualisation. We have saved up to 28GWh of electricity in 2009 and most of our company vehicles
use less than 130g of CO2 per km”.
MODERATOR:In answer to question “Thanks” from Harry J. [sic]
Max summarised the focus on content and the difficulties with interpersonal interaction in
the conference when he said “normally if you’re at a conference, there will be the face-to-face
visual contact, which is obviously quite important for creating any relationship. Whereas here it’s a,
how should I put it, factual relationship as opposed to an emotional one”. As a result of this focus
on content, participants seeking deeper connections with their counterparts took their conversations
to a more familiar medium, such as telephone or email, once initial contact was made via text chat.
As Chuck said “I would try to move to from a text-based platform to at least a verbal one (because)
I actually think that it is extremely difficult to handle anything complex in chat-based discussions”.
In summary, sensemaking events were brought on by participants’ unfamiliarity with the
conference technology (technical sensemaking), but more significantly by their difficulty and
apprehension in engaging with other people in the virtual environment (interpersonal sensemaking).
The technical issues associated with the virtual environment were somewhat predictable to me and
30
the participants; a certain amount of difficulty using the technology, and glitches in the technology
itself, was expected. What was unexpected were the interpersonal difficulties, evidenced by the
participants’ reluctance to use text chat, the distinct content-focus of those chat sessions that did
occur, and desire to move ongoing interaction to other mediums.
5.5 Comparison of Weick’s model and the new model of sensemaking in
virtual environments
I have mapped and analysed sensemaking processes in the virtual environment, arguing that
sensemaking episodes occur in two forms, technical and interpersonal, and that the latter poses
more significant barriers to sensemaking processes in the virtual conference. I now turn to a
comparison of Weick’s model to the model of sensemaking in virtual environments I propose, as
depicted in Figure 3.
Figure 3 – Comparaison of Weick’s real world model and the new model of sensemaking in
virtual environments (virtual conference).
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One similarity between the models is the way in which events or interruptions mark the
beginning of sensemaking episodes, that is, in both models there is an interruption to a person’s
flow that sets a sensemaking episode into motion. However, this is where the similarities end. The
first significant difference between the models is that the new model does not incorporate Weick’s
second and third phases, selection and retention. The communication cycles in the selection phase
that are central to Weick’s model were rare and ineffective in the virtual conference environment;
instead of partaking in shared meaning making, participants had to ‘work it out’ for themselves.
Even when information and interaction was outwardly sought by the participations the
communication cycles that resulted tended to be content-focused; participants communicated with
each other about content but were reluctant to move into deeper conversation to confirm or deny
their understandings about the environment. The second significant difference between the models
is that their conceptual foundations differ. As stated earlier, Weick contends that there are seven
central concepts of sensemaking. Three of these concepts come into question when Weick’s model
is compared to the virtual model, these being that sensemaking is inherently social, focused on and
by extracted cues, and retrospective.
Challenge 1: Sensemaking is social
Weick (1995, p. 39) states that sensemaking is social in that “conduct is contingent on the
conduct of others, whether they be imagined or physically present”. In the virtual environment the
participants were not physically present and therefore, because it was not possible to see what
others were doing, could not model their own conduct on the conduct of others. So then, is Weick’s
concept of an imagined other plausible in the virtual environment? I argue that the participants in
the conference were hampered, not just in their inability to model their own actions on others’
behaviour, but in their ability to conjure images of other participants. Because they could not see or
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hear the people with which they were interacting (interpersonal interaction was limited to text chat),
information about other people’s identities was restricted to information in their conference profile:
name, role, organisation, and sometimes a profile picture. All of the other social cues that help
someone to conjure a sense of another person, such as body language and tone of voice, were
absent in the virtual conference.
An example of how this lack of physical presence interfered with sensemaking processes in
the virtual conference was Max’s experience with unreturned text chat messages. Because he could
not see the other participant and therefore was unable to gauge what was happening based on their
conduct, he searched inwardly for answers.
MAX: I think you can assume that it (the chat message) has gone in and people look at it and say
‘yes’ or ‘no’ … There were a few people who didn’t respond but that might have been because they
were no longer there …
AMBER: So, when people didn’t get back to you, what was your assumption?
MAX: I suppose I’ve learnt not to make assumptions …
AMBER: You said before that you might just think they’re not there …
MAX: You don’t know, therefore,we won’t make assumptions. I think it would be very easy to
make the wrong assumptions, therefore,don’t make it.
Furthermore, Max provided an example of how the other was conjured in the participant’s own
image in the virtual conference. In the interview Max and I discussed the intentions of other
participants and whether he thought other people were genuine and transparent in their dealings
with him. Max, who had not stopped to contemplate his assumptions about the other participants
prior to the interview, said “it does feel that most people are pretty genuine about what they are
33
saying and what they are doing. Maybe I’m a bit naive, but that’s the way it feels”. In this case
Max conjured the other in his own image (as an honest and genuine participant) without
questioning his understanding or looking outside himself for an alternative, and perhaps more
accurate, conception of the other.
In summary, sensemaking in the virtual environment was not social because conduct was
not contingent on the behaviour of others, real or imagined. Participants’ ability to make plausible
sense of the situation and act appropriately was inhibited by the lack of visual and social cues
available to them in the conference.
Challenge 2: Sensemaking is focused on and by extracted cues
Another of Weick’s seven central concepts is that sensemaking is focused on and by
extracted cues, that is, people extract simple, familiar cues from the external environment to make
sense of the situation at hand (Weick 1995). Because those external cues (interpersonal, visual,
social, cultural) were difficult to obtain from the conference, participants looked inwards to find
ways to make sense of and act in the virtual environment. Put another way, sensemaking in the
virtual environment was not dependent on extracted cues because those cues were simply not
available to be extracted. This was demonstrated in the following excerpt from my interview with
Chuck.
My assumption was … that when I walked into a booth then eventually I would be approached… It
could be that they (booth representatives) didn’t know what do to. It could be that … I was already
on my way out the door when they were just barely realising I was there … Suppose the booths were
really busy and I was trying to ask somebody a question, they might have had a real hard time
juggling. So to me it would look like they were ignoring me, when in fact they were just occupied.
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While Chuck drew on his previous experience of real conferences to form his initial expectations of
the booth representatives, he made sense of their non-communication with him based on his own
imaginings of what was occurring, not on extracted cues from the external environment.
Sensemaking in both real and virtual environments involves participants imposing their own
meaning onto the situation; the difference here is that, in the virtual environment, participants made
sense of the event in isolation from the environment in which it occurred.
Chuck’s inward-looking sensemaking was further evidenced by his general approach to
interactions with other people in the virtual conference. Chuck believed that, because of the absence
of external cues and therefore lack of shared context or cultural benchmark from which to operate,
people brought their personal values with them into the virtual conference. He further observed that
he could not know who held which values. In the face of this ambiguity Chuck said, “if I don’t have
a context, I will try to find what I consider to be the least aggressive stance.” In this way Chuck
referenced his own values to establish what he thought was appropriate and projected them onto the
context and the people he was engaging. Moreover, with minimal opportunity to test if his approach
was understood or accepted by the other participants (he made sense of the situation in isolation
from the context) Chuck operated from his own frame of reference for the duration of the
interaction. In this way, sensemaking was not focused on and by extracted cues, instead, cues were
inwardly sought.
Challenge 3: Sensemaking is retrospective
A central premise of Weick’s sensemaking model is that “people can know what they are
doing only after they have done it” (Weick 1995, p. 24). Put differently, “we are conscious always
of what we have done, never of doing it” (Shultz 1956 cited in Weick 1995, p. 24). These
statements mean that when attention is paid to an event that has already occurred, sensemaking is
35
backward-looking. This line of argument is logical, however, the concept that sensemaking is
retrospective did not hold true in the virtual conference environment.
Retrospective noticing, bracketing and labelling - the building blocks of enactment - did not
occur in Weickian fashion in the virtual conference. Instead, the evidence suggests that
sensemaking was experienced by the participants in situ in the confusion of the moment(s). One
pertinent example of this was when Jo entered the virtual conference and was confronted with
several elements that did not make sense to her. Further, she struggled to articulate exactly what it
was that didn’t make sense. Jo said, “I expected to be able to get there and understand what I was
doing, but I couldn’t”. Chuck seemed equally confused and unable to articulate what was ‘wrong’
when he entered the virtual conference. He said “I didn’t know how it was going to work, I didn’t
know what they (other participants and booth representatives) were going to do, I didn’t know if I
was going to go in and click a button or be, um, approached by an individual or whatever, but, ah, I
thought something like that would happen and none of that happened”. In this way, Jo and Chuck
could not and did not “carve out” (Weick 1995, p. 33) aspects of reality to try to make sense of the
world. Unable to bracket, frame, or label their sensemaking events, these participants’ experiences
of sensemaking were in the present, not in reference to the past as Weick contends in his concept of
retrospective sensemaking.
In summary, my model of sensemaking in virtual environments has challenged three of
Weick’s seven central concepts. Firstly, I argue that sensemaking in the virtual conference was not
social because participants could not model their own conduct on the conduct of others (real or
imagined). Secondly, I argue that sensemaking in the virtual conference was not focused on and by
extracted cues because those simple, familiar structures (be they interpersonal, social, or cultural)
were unavailable to participants. Thirdly, I argue that in the virtual conference sensemaking was not
36
necessarily retrospective because participants were not able to bracket, frame, and label events in
Weickian fashion; instead participants experienced their sensemaking episodes in situ. Through
these challenges I contend that sensemaking processes in the virtual conference were self-referential
and largely independent of the context in which the sensemaking episodes occurred. I term this
phenomenon introspective sensemaking.
5.6 Introspective sensemaking
The new phenomenon of introspective sensemaking is the culmination of the findings so far.
Introspective sensemaking is characterised by participants’ (1) inability to access external cues (be
they technical, interpersonal, visual, social, or cultural) and (2) tendency to look inwards to find
answers to questions, even if they have the option and ability to reach out for external cues to help
them make sense of and act in the virtual environment.
Firstly, as discussed extensively above, the virtual conference environment was not
forthcoming with external cues to feed into the participants’ sensemaking processes. As Chuck said,
“you were thrown in the deep end and told to swim”. Secondly, and more importantly, the
interviewees were unanimously reluctant to approach people in the conference even if they needed
help and were experienced with the tools with which to get that help. This tendency may be
explained in part by the following. When questioned about the lack of cues (such as social prompts
and catalysts for interaction) provided by the technology and conference organisers, most
interviewees were not critical of the conference for not providing these cues. Instead they criticised
themselves, suggesting that they could have better prepared themselves for the conference by
contacting other participants and familiarising themselves with the technology before the
conference started. As Ted said, “I view my (lack of engagement) as a function of my lack of
initiative more than anything else”. This was a sentiment shared by all four interviewees, further
37
evidencing the inward-looking tendencies of participants when making sense of the virtual
environment, that is, introspective sensemaking.
It is clear that Weick’s model of sensemaking did not entirely hold true in the virtual
conference. Not only did the sensemaking models (Weick’s and my own) differ significantly, some
of the key premises that underpin Weick’s theory have been brought into question in relation to
virtual environments. Also, a new phenomenon, introspective sensemaking, has emerged. Now
follows a discussion of some unique facets of the virtual conference that underpin these findings.
5.7 Facets of the virtual conference that support introspective sensemaking
During my research I identified some unique facets of the virtual environment that make it
distinct from the real world. Upon final analysis, three of the initial eight identified facets
(mentioned in my data analysis) emerged as being prevalent and support the findings explained
above.
1. Partial presence
The experience of being present in the virtual conference was distinctly different to being
present at a real conference. Firstly, participants were simultaneously in the virtual environment (in
the conference website) and in the real word (sitting at a computer) at the same time. The
implication of this was that it was not possible for participants to be 100% present in the
conference; they could not leave their physical bodies behind in order to be fully immersed in the
virtual world. Participants were semi-engaged in the conference, completing tasks in the real and
virtual world at the same time, for example taking phones calls while watching a conference video.
As Max said, attending the conference “was part of a portfolio of things I was doing that day”.
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In terms of how the presence of another person was perceived in the virtual conference, a
participant could only gauge if the other person was ‘there’ based on the other person’s status in the
Roster view (see Screenshot 4). However, the other person’s presence was confirmed only when the
other person actually did something, for example, responded to a text chat message. Put another
way, participants had to act in a way that was visible in order to be seen by other participants. As
such, if a participant was not acting they were, in fact, absent, even if their status said they were
‘Available’. This active presence was the only kind of presence possible in the virtual conference,
and this was a point of discussion in the interviews. For example, Chuck stated that attempting to
clarify a point in the virtual environment required numerous rounds of questioning, which could
come across as interrogation. Chuck’s point was reiterated by Max who said that text chat
“certainly brings about the fact that you have to be more concise”.
The implication of partial presence for sensemaking in the virtual conference was that
breakdowns in communication cycles were common. In the virtual conference, true presence was
momentary at best and this undermined the shared sensemaking processes of participants; that is,
there was limited capacity to sustain a collective sensemaking episode between them. Even if two
participants in a conference room perceived that they themselves were present in the conference,
they may have perceived the other to be absent. This perceived absence of others led participants to
introspective sensemaking.
2. Disembodiment
In the real world physical cues are often subconscious and communicated without the
participants’ knowledge. “Our embodied concerns so pervade our world that we don’t notice the
way our body enables us to make sense of it” (Drefus 2001, p. 19). In the virtual conference,
participants were disembodied, that is, divorced from their physical selves and could not
39
communicate or perceive meaning, subliminally or explicitly, with their voice, eyes or hands. To
compensate for this disembodiment participants had to act in overt and direct ways to get the
attention of and communicate with others, a point which is reminiscent of the concept of active
presence described above. Jo observed the overt nature of presence and communication in the
virtual conference that resulted from disembodiment when she said, “in a real room your body
language tells you what you want. You don’t have that online … You have to make an interaction;
it’s a deliberate interaction”.
Unlike in the real, embodied world, immediate nonverbal feedback was absent from the
virtual conference. This resulted in participants acting on unchecked interpretations of aspects of
their reality. For example, Chuck became impatient when he was not approached in the booth by
the company representative (as he would have expected to be in a real conference) and immediately
assumed that the representative was incompetent. As such, his action was to leave the room,
perhaps without giving the representative enough time to register that he was actually in the booth.
As my findings have suggested, Chuck was reluctant to seek out external cues to help confirm or
deny his assumption and did not do so. Instead he relied on introspection to make sense of and act
in the virtual environment, that is, introspective sensemaking.
3. No known etiquette/norms
In a real conference there is an implied set of social norms that people follow - participants
do not speak over the top of the key note speakers, people do not generally leave a presentation
halfway through, and the evening function is the time to approach people and network. In the
virtual conference these rules of engagement were ambiguous or nonexistent. As a result
participants asked themselves questions which, in the real world, would be taken for granted: Is it
ok the leave a room if I’m bored? Can I start a chat with just anyone? How should I approach the
40
speaker if I have a question after their key note speech video? Some participants seemed to carry
their understanding of real world conference etiquette into the virtual context, for example Jo, who
said “I kind of felt like these people were sitting around waiting for someone to talk to and I really
didn’t want to, but I was kinda wondering if it was rude to just ignore them”. Others felt less
accountable to their peers, such as Ted who said that, unlike in a real conference, “I don’t have to
sit by the door at a presentation and then discreetly duck out. You know, I can just click out”.
As demonstrated above there were clear discrepancies between what participants considered
to be acceptable or polite in the virtual conference. Under these conditions participants experienced
uncertainty and ambiguity. This highlights that the subconscious, shared understandings and ‘taken
for granteds’ that people use to maintain flow in real world environments were unreliable in the
virtual conference. With no external cues or known etiquette to rely on, participants could only turn
inward for stability and thus experienced introspective sensemaking.
The three unique aspects of the virtual environment identified above have reinforced the
findings of this study, specifically the phenomenon of introspective sensemaking. Firstly, presence
in the virtual environment was partial. Thus, active presence was the only kind of presence possible
in the virtual conference, which meant that participants perceived others to be largely absent.
Secondly, participants in the virtual conference were disembodied from their physical selves, which
meant that immediate, nonverbal feedback was not available to them, leading to a dependency on
self-reference to make sense of and act in the virtual environment. Finally, there was no known
etiquette or norms apparent in the virtual conference, which also influenced participants to turn
inwards for a social benchmark from which to operate, that is, introspective sensemaking.
41
6. Discussion
The aim of this study was to investigate how sensemaking occurs in virtual environments
compared to how sensemaking occurs in the real world. The results of my investigation make a
two-fold contribution to the field of sensemaking.
Contributions
The key contribution of this study to the field of sensemaking is the development of a model
of sensemaking processes in virtual environments, which does not currently exist in the literature,
including a new phenomenon: introspective sensemaking. While a few studies have applied
Weick’s model to the virtual environment mine is the first to examine sensemaking in virtual
environments in and of its own right, and thus to identify key differences between sensemaking
processes in the real and virtual worlds. There are distinct differences between Weick’s real world
sensemaking model and my model of sensemaking in virtual environments, most notably that my
model is confined to the initial enactment phase (it does not incorporate selection and retention).
Further, the processes involved with enactment in the virtual conference differed to those in the real
world sensemaking model. Specifically, framing, bracketing, and labelling of an event in the virtual
conference did not occur according to Weick’s real world model. Instead, sensemaking occurred in
situ as evidenced by participants’ inability to articulate their sensemaking events. I have termed this
type of sensemaking, which is unique to the virtual environment and also new to sensemaking
literature, introspective sensemaking. This phenomenon is characterised by participants’ (1)
inability to access needed information to solve problems and (2) tendency to look inwards to find
answers to questions. Further, the introspective sensemaking phenomenon was found to be
underpinned and supported by three unique facets of the virtual environment identified in the study:
partial presence, disembodiment, and no known etiquette/norms.
42
The new model and phenomenon described above have extended and challenged Weick’s
sensemaking theory beyond the traditional bounds of real world environments, hence the second
part of my contribution of this study to the field of sensemaking. In relation to sensemaking in
virtual environments, this study challenges three of Weick’s seven foundational concepts. Firstly,
Weick argues that sensemaking is a social process, but introspective sensemaking is achieved, not
by looking to others, but by constructing the other in one’s own image. Secondly, Weick states that
sensemaking is focused on and by extracted cues from the external environment, but introspective
sensemaking is inward-looking. Finally, Weick argues that sensemaking is retrospective, but
introspective sensemaking is not backward looking; it occurs in the moment, in situ, in isolation
from most external cues. In summary, my results do not dispute Weick’s theory altogether. Rather
they show that Weick’s theory is not entirely valid in the virtual conference environment and reveal
an alternative model of sensemaking specific to virtual environments.
Implications
This study has significant theoretical implications. It opens up a new avenue for
sensemaking research within the spectrum of virtual environments, from the more simplistic to the
highly sophisticated, for example, from Wikispaces to Second Life. Sensemaking in hybrid
environments in which both virtual and face-to-face interaction is the norm may also be studied, for
example, in global organisations where working remotely and teleconferencing as well as face-to-
face meetings are employed. The evidence suggests that when researchers study sensemaking in
virtual environments they cannot take Weick’s theory of sensemaking for granted. In other words,
scholars must assess sensemaking in and of its own right within the context of the particular study.
Moreover, as sensemaking processes that are unique to these contexts are discovered, Weick’s
theory may become less relevant to discussions about sensemaking in virtual environments. Indeed,
43
a shift in academic thought from Weick’s sensemaking theory to a new approach to sensemaking in
virtual environments may be required.
The practical implications of this study impact creators, managers, and participants of
virtual environments. Firstly, the difference between sensemaking in virtual environments and
sensemaking in real world environments has practical implications for how people design and
construct virtual environments. For example, the virtual conference in this study was designed and
built on an assumption that providing text chat (and some other tools) would be sufficient to enable
people to interact with each other. In actuality, participants required more than just the option and
means to communicate – they required prompts, catalysts, and demonstrations, both technical and
interpersonal, to be competent and comfortable enough to converse with others. For example,
participants could have been automatically joined into a chat session when they entered a room.
Secondly, management strategies need to be adjusted to accommodate the virtual sensemaker. For
example, the conference organisers could have personally introduced people to each other, leading
by example in demonstrating what was possible and socially acceptable in the virtual conference
environment. This argument may be applied to many aspects of virtual organisation management
such as leadership, motivation, work flow, and decision making.
The theoretical and practical implications of this study suggest that if the impacts of the
three unique facets of virtual environments (partial presence, disembodiment, and no known
etiquette/norms) on sensemaking processes are reduced, participants will be better able to make
sense of and act in the virtual environments. Firstly, if presence could be made less partial and more
consistent, communications cycles may be sustained for longer and the opportunity to gain needed
information and cues from others would be improved. This could be achieved by simple measures
such as automating the ‘Available’ status to turn to ‘Not available’ if the participant is not active for
44
five minutes or so. Also, the organisers could educate people about active presence, informing them
that in the virtual environment a participant needs to act in order to be recognised as present by their
peers. As well, telepresence (an advanced type of video conferencing) could be used to enable
people to see and hear the other participants in the conference, enabling participants to
communicate with their bodies instead of with words only.
This point leads to the second facet of virtual environments uncovered in this study,
disembodiment. If participants could have more control over their identities, appearance, and
movement within the virtual environment, they and their counterparts would have more cues to
draw from in order to make sense of and act in the environment. Put another way, individuals could
have a richer sensory experience and their visibility to others may be increased. The ultimate
example of this is employing avatars, which are three-dimensional figures that people can embody
in the virtual world. The use of an avatar interface, as opposed to text chat, could help participants
feel and convey more complex thoughts and emotions in the virtual environment, and thus heighten
their sensemaking experiences. The audio function would also allow participants to speak to each
other in real time, helping them to communicate more effectively and establish shared meaning in a
situation.
Finally, if a set of norms or etiquette was established in the virtual environment then
participants could operate from a shared social or cultural understanding. This understanding could
help to reduce the sensemaking interruptions experienced by participants and help to maintain flow.
To create shared norms and etiquette, organisers could educate participants about what is expected
of them in the virtual conference. Further still, particularly in these early stages of virtual
conference uptake, organisers could acknowledge the ‘elephant in the room’ - that everyone is new
to this technology and most people are somewhat confused. Ted articulated these two points when
45
he suggested that organisers could say to participants “hey, this a fundamentally different way to
engage with participants (which) … requires a different skill set and set of tools … To get the most
value, this is what we suggest”. In this way the conference organisers could help facilitate improved
communication and sensemaking processes for participants in the virtual environment.
7. Limitations and further research
There are opportunities for further research based on the foundations I have laid in this
study. Firstly, due to time and resource constraints I could only conduct my study in one virtual
conference. While the Sustainability Virtual Summits – SmartICT was a logical choice that fitted
the definition of a virtual world and provided insight into my topic, there is scope to conduct the
same or similar study in other virtual conferences to extend and strengthen my results. Secondly,
because the virtual conference was just one type of virtual environment among the spectrum
available, my findings should be tested in other virtual environments with ranging technological
capabilities, including hybrid technologies, as discussed earlier. The results could then be compared
to both my findings and Weick’s theory, offering a more comprehensive picture of sensemaking in
virtual environments.
A further research opportunity exists to improve ways of selecting and constructing research
methodologies to account for the unique challenges of virtual environments. For example, virtual
ethnography is a new and relatively under-developed methodology and there is still more to
discover about how adapting real world research methodologies to the virtual world affects the way
in which questions are posed, data is collected, and results are reported.
46
8. Conclusion
The aim of this study was to investigate how sensemaking occurs in virtual organisations
compared to how sensemaking occurs in the real world. This study has shown, firstly, that the
process by which people make sense of and act in a virtual conference, a type of virtual
environment, is different to Weick’s real world model of sensemaking and, secondly, that
introspective sensemaking is a phenomenon unique to the virtual environment. Both of these
findings challenge Weick’s theory of sensemaking when applied to virtual environments. The
contribution of this study to the field of sensemaking is two-fold: the development of a model of
sensemaking processes in virtual environments, which are currently not well understood; and the
consequent extension of sensemaking theory beyond the bounds of the real world. The implications
of my findings refer to both theory and practice. Firstly, a new field of sensemaking research is
created which includes the spectrum of virtual and hybrid real/virtual environments. In this new
field scholars must give more consideration to how the virtual environment impacts both the design
and outcomes of their research. Secondly, creators, administrators, and participants of virtual
environments may strive to make the experience of sensemaking easier and richer by altering their
approach to building, managing, and using virtual environments to better accommodate the unique
needs of the virtual sensemaker. In conclusion, though my findings are confined to the virtual
conference environment, they are substantial and deserving of further investigation.
On a more philosophical note, an underlying assumption about sensemaking in virtual
environments which became evident in my study may be questioned - that the richest sensemaking
experiences occur in the most life-like virtual environments. Is making virtual environments more
real the best way to improve sensemaking experiences in these environments? Should the
technology be continually adapted to try to reproduce reality? And will we ever be able to create a
47
virtual environment so real that our real world sensemaking processes are fully satisfied? It seems
to me that trying to make the virtual world real is an unachievable task. Instead of modelling the
technology to suit our real world sensemaking tendencies, I believe that we too should adapt our
behaviours to the technology to take advantage of virtual environments. Virtual technologies are
already commonplace in organisations and new technologies will continue to be integrated into
organisational practices. Therefore we should embrace, not try to negate, the unique features of
virtual environments, such as partial presence, disembodiment, and lack of etiquette/norms. Instead
of thinking of sensemaking in virtual environments as being inferior to Weick’s real world,
externally focused sensemaking, let us seek to more fully understand the nature of introspective
sensemaking and leverage its unique features to achieve outcomes not possible in the real world.
48
9. Reference list
6Connex 2010, 6Connex, viewed 24 July 2010 < http://www.6connex.com/>
Adobor, H 2005, ‘Trust as sensemaking: The micro-dynamics of trust in interfirm alliances’,
Journal of Business Research, vol. 58, no. 3, pp. 330-337.
Anderson, MH 2006, ‘How Can We Know What We Think Until We See What We Said?: A
Citation and Citation Context Analysis of Karl Weick’s The Social Psychology of Organizing’,
Organization Studies, vol. 27, no. 11, pp. 1675-1692.
Cecez-Kecmanovic, D 2004, ‘A sensemaking model of knowledge in organisations: a way of
understanding knowledge management and the role of information technologies’, Knowledge
Management Research & Practice, vol. 2, no. 3, pp. 155-168.
Choo, CW & Johnston, R 2004, ‘Innovation in the knowing organization: a case study of an e-
commerce initiative’, Journal of Knowledge Management, vol. 8, no. 6, pp. 77-92.
Churchill, EF & Erikson, T 2003, ‘Introduction to This Special Issue on Talking About Things in
Mediated Conversation’, Human-Computer Interaction, vol. 18, no. 1, pp. 1-11.
Croon Fors, A & Jakobsson, M 2002, ‘Beyond use and design: the dialectics of being in virtual
worlds’, Digital Creativity, vol. 13, no. 1, pp. 39-52.
Daft, RL & Weick, KE 1984, ‘Toward a model of organizations as interpretation systems’, The
Academy of Management Review, vol. 9, no. 2, pp. 284-295.
Dreyfus, HL 2001, On the internet, 2nd edn, Routledge, New York.
49
Faraj, S, Kwon, D & Watts, S 2004, ‘Contested artifact: technology sensemaking, actor networks,
and the shaping of the Web browser’, Information Technology & People, vol. 17, no. 2, pp. 186-
209.
Flick, E 2006, An introduction to qualitative research, 3rd edn, Sage Publications, London.
Gioia, DA & Chittipeddi, K 1991, ‘Sensemaking and sensegiving in strategic change initiation’,
Strategic Management Journal, vol. 20, no. 6, pp. 443-448.
Herrmann, AF 2007, ‘Stockholders in Cyberspace: Weick’s Sensemaking Online’, Journal of
Business Communication, vol. 44, no. 1, pp. 13-35.
Hine, C 2000, Virtual Ethnography, Sage Publications, London.
Hine, C 2005, Virtual Methods: issues in social research on the Internet, Oxford Press, New York.
Holt, R & Sandberg, J 2010 in press, ‘Phenomenology and organization theory’, in Philosophy and
Organization Theory, eds H Tsoukas & R Chia, Oxford University Press, Oxford.
Internet World Stats, 2010 Internet World Stats, viewed 20 July 2010
<http://www.internetworldstats.com>
Kavanagh D & Kelly S 2002, ‘Sensemaking, safety, and situated communities in (con)temporary
networks’, Journal of Business Research, vol. 55, no. 7, pp. 583-594.
Klein, G 2004, The Power of Intuition: How to use your gut feelings to make better decisions at
work’, Random House, New York.
50
Kurtz, CF & Snowden, DJ 2003, ‘The new dynamics of strategy: sensemaking in a complex and
complicated world’, IBM Systems Journal, vol. 42, no. 3, pp. 462-483.
Ojha, AK 2005, ‘Sensemaking and Identity Development: Different Fields, Similar Processes, but
How?’, Journal of Intercultural Communication, no. 10, pp. 1404-1634.
Pyoria, P 2007, ‘Informal organizational culture: the foundation of knowledge workers’
performance’, Journal of Knowledge Management, vol. 11, no. 3, pp. 16-26.
Sandberg, J 2005, ‘How do we justify knowledge produced within interpretive approaches?’,
Organizational Research Methods, vol. 8, no. 1, pp. 21-59.
Schneider, SC 1997, ‘Interpretation in organisations: sensemaking and strategy’, European Journal
of Work and Organisational Psychology, vol. 6, no. 1, pp. 93-101.
Second life 2010, Second Life, viewed 24 July 2010 <http://secondlife.com>
Snowden, DJ 2005, ‘Multi-Ontology Sense Making: A New Simplicity in Decision Making’,
Infomatics in Primary Care, vol. 13, no. 1, pp. 45-54.
Sustainability Virtual Summits 2010, Sustainability Virtual Summits – Smart ICT , viewed 3 April
2010 <http://ww.sustainabilityvirtualsummits.com>
Sutcliffe, KM, Brown, AD & Putman, LL 2006, ‘Introduction to the Special Issue ‘Making Sense
of Organising: in Honor of Karl Weick’’, Organization Studies, vol. 27, no. 11, pp. 1573-1578.
51
Thomas, JB, Sussman, SW & Henderson JC 2001, ‘Understanding strategic learning: Linking
organizational learning, knowledge management, and sensemaking’, Organization Science, vol.12,
no. 3, pp. 331-345.
Weick, KE 1979, The Social Psychology of Organizing, Addison-Wesley, Massachusetts.
Weick, KE 1995, Sensemaking in Organizations, Sage Publications, California.
Weick, KE & Quinn, RE 1999, ‘Organizational change and development’, Annual Review of
Psychology, vol. 50, pp. 361-386.
Weick, KE, Sutcliffe, KM & Obstfeld, D 2005, ‘Organizing and the Process of Sensemaking’,
Organization Science, vol. 16, no. 4, pp. 409-451.
Wikispaces 2010, Wikipsaces, viewed 24 July 2010 <http://www.wikispaces.com>

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Sensemaking in virtual organisations

  • 1. Sensemaking in virtual environments: a study of how people make sense of and act in a virtual conference. Amber Marshall Master of Communication (Organisational Communication) COMU7009 Thesis Semester 1 2010
  • 2. Acknowledgements Though this is only a semester-long thesis, it is a project I have been thinking about and working on for over a year, and one which I am very proud to have accomplished. This paper marks the end of my degree of Master of Communication (Organisational Communication), a field that has become my career since I began my study in mid-2008. I could not have completed this thesis or my degree with such deep fulfillment if it were not for a few wonderful people. Firstly, Jorgen Sandberg, thank you for your expert guidance, rigorous challenging of my work, and encouragement to aim high and even take up a career in academia. Secondly, thank you to my partner, Brett Joubert, who was not only my “sugar daddy” when I was a full time student but my rock in times of both stress and success. And finally, thank you to my housemates and friends, Jane McCrory (editor extraordinaire), Emma Cushworth, Hannah Savins, Mandy Lear, and Jess Huddart, who have tirelessly barracked from the sidelines.
  • 3. Abstract Sensemaking is a highly influential and well-developed theory which contends that how people make sense of their world determines their actions. Karl Weick is the founding father of sensemaking and his theory has been employed by many scholars to advance understanding of human action in areas such as strategy, decision making, and trust in organisations. However, despite the increasing popularity of internet-based organisations, sensemaking in virtual environments is poorly understood. The aim of this study is to examine how sensemaking forms the basis of human action in virtual environments by investigating the sensemaking processes of participants in a virtual conference called Sustainability Virtual Summits – SmartICT. A virtual ethnography methodology, a relatively new qualitative research approach developed to meet the unique challenges of the virtual environment, was employed to achieve this aim. The results of this study show that sensemaking in virtual environments differs to sensemaking in the real world. Firstly, the processes by which participants made sense of and acted in the virtual conference were different to the processes described in Weick’s sensemaking model, which was developed based on real world environments. This led me to propose a new model of sensemaking processes specific to virtual environments. Secondly, some characteristics of sensemaking in the virtual conference were inconsistent with three of Weick’s seven central concepts. Generally, while Weick suggests sensemaking is largely externally focused, I found that sensemaking in the virtual conference was inward-looking. This was evidenced by the participants’ inability to access external cues and inherent tendency to look inwards to make sense of their environment. I term this phenomenon introspective sensemaking. This study has potential implications for both theory and practice. Not only could the field of sensemaking be broadened to create new knowledge about sensemaking in virtual environments, but my findings may also inform more intuitive design of virtual environments along with more effective strategies to manage virtual work.
  • 4. Contents 1. Why study sensemaking in virtual environments? ................................................................. 1 2. Weick’s real world theory of sensemaking............................................................................. 4 3. A virtual conference: the context of the study ........................................................................ 8 4. Methodology: virtual ethnography ....................................................................................... 11 4.1 Participant observation approach ................................................................................... 13 4.2 Interviews....................................................................................................................... 14 4.3 Data analysis .................................................................................................................. 16 4.4 Validity and reliability ................................................................................................... 17 5. Results: sensemaking in the virtual conference .................................................................... 19 5.1 Detailed description of the context ................................................................................ 19 5.2 My first virtual sensemaking episode ............................................................................ 23 5.3 Sensemaking processes in the virtual conference .......................................................... 24 5.4 Technical and interpersonal sensemaking...................................................................... 27 5.5 Comparison of Weick’s model and the new model of sensemaking in virtual environments ............................................................................................................................. 30 5.6 Introspective sensemaking ............................................................................................. 36 5.7 Facets of the virtual conference that support introspective sensemaking ...................... 37 6. Discussion............................................................................................................................. 41 7. Limitations and further research ........................................................................................... 45 8. Conclusion ............................................................................................................................ 46 9. Reference list......................................................................................................................... 48
  • 5. Figures, tables, and screenshots Figure 1 – Weick’s sensemaking process (Weick 1995, Herrmann 2007)................................... 5 Figure 2 – Sensemaking processes in the virtual environment (virtual conference) ...................25 Figure 3 – Comparison of Weick’s model and the new model of sensemaking in virtual environments................................................................................................................................. 30 Table 1 – Interviewee demographics ...........................................................................................15 Table 2 – Data analysis process ...................................................................................................16 Screenshot 1 – Lobby ...................................................................................................................21 Screenshot 2 – vCard exchange in one-on-one chat session ........................................................21 Screenshot 3 – Roster view of conference participants ...............................................................22 Screenshot 4 – General Message pop-up .....................................................................................22
  • 6. 1 1. Why study sensemaking in virtual environments? You have enrolled to attend an international professional conference. There will be key note speeches from leaders in the field, exhibition booths for you to wander through, sponsors of the conference to engage with, and delegates from around the world to network with. But there are no flights or hotel rooms to book, no new suit to purchase, no need to make work arrangements for your absence. In fact, you need not leave your home or office at all – this is a VIRTUAL conference. You log on to your computer and enter the conference website. You find yourself in the Lobby. It looks like a real conference – there is a billboard with sponsorship messages and signs that say ‘Auditorium’ and ‘Exhibit Hall’. There are people milling around the Lobby and you decide to explore the conference. What now? Where do I go? What do I do? Who can I talk to? What is everyone else doing? Am I in the right place? You look around for answers and quickly realise that it’s just you sitting at your desk. It’s up to you to figure it out on your own. Welcome to the world of making sense in virtual environments. The purpose of this study is to investigate how sensemaking occurs in virtual environments compared to how sensemaking occurs in the ‘real world’. Sensemaking is one of the most influential theories in organisation studies and contends that how people make sense of their environment determines their actions. Karl Weick introduced the term ‘sensemaking’ in 1979 in ‘The social psychology of organizing’ (Weick 1979), which he later built on in his landmark book ‘Sensemaking in organizations’ (Weick 1995). Over the last thirty years Weick has continued to champion his sensemaking theory, partnering with and influencing other authors to explore sensemaking in areas such as strategy (Kurtz & Snowden 2003; Schneider 1997), decision making (Snowden 2005; Klein 2004; Daft & Weick 1984), knowledge management (Choo & Johnson 2004; Thomas, Sussman & Henderson 2001), trust in organisations (Adobor 2003), identity (Ojha 2005), and organisational change (Weick & Quinn 1999; Gioia & Chittipeddi 1991). A number of overview articles (Anderson 2006; Holt & Sandberg 2010) suggest that Weick’s theory of
  • 7. 2 sensemaking is the foundation of the field of sensemaking. Indeed, in 2006 the Journal of Organisation Studies published a special issue on the topic of sensemaking “in honour of Karl Weick” (Sutcliffe, Brown & Putman 2006) which is testament to Weick’s dominance in the field. Further, in a citation analysis of all citations of Weick (1979) in three top organisation studies journals Anderson (2006) found that citations of Weick’s work are rarely critical or involve empirical tests, suggesting that Weick’s theory has gone relatively unchallenged over the last thirty years. Weick’s theory of sensemaking was established at a time when virtual environments did not exist. The theory was founded on research of ‘real world’ organisational practices, that is, practices that take place in a traditional, face-to-face manner. Through application and extension of Weick’s theory to various topics extensive knowledge has been accumulated about sensemaking in the real world. Far less is known, however, about sensemaking in virtual environments, which is a serious shortcoming in existing sensemaking literature. Virtual environments have become commonplace in organisations, as evidenced by the exponential growth of internet usage world-wide over the last ten years. For example, since December 2000 the number of global internet users has risen six-fold from 360,985,492 to 1,802,330,457 (Internet World Stats 2010). As such, sensemaking in virtual environments is deserving of attention from researchers. Despite the prevalence of virtual technologies in today’s organisations, studies about sensemaking in virtual environments are extremely rare; only a few studies (Herrmann 2007; Cecez-Kecmanovic 2004; Faraj, Kwon & Watts 2004; Kavanagh & Kelly 2002) attempt to investigate this topic. A major drawback of these studies is that they impose Weick’s real world theory of sensemaking on the virtual environment, failing to acknowledge and address the unique challenges of the virtual environment and the potential consequences for how sense is made in
  • 8. 3 those environments. My research aims to address this deficit. By taking the point of departure not from Weick’s sensemaking model but from the virtual environment itself, my study, unlike previous studies, offers the opportunity to examine sensemaking in virtual environments in and of its own right. I then compare my conception of sensemaking in virtual environments to Weick’s real world conception of sensemaking. Hence, the aim of the study is to investigate how sensemaking occurs in virtual environments compared to how sensemaking occurs in the real world. This aim may be translated into two research questions: (1) by what processes do people make sense of and act in virtual environments? and (2) to what extent does sensemaking in virtual environments differ from sensemaking in the real world? There are potential theoretical and practical implications for this research. Firstly, if sensemaking in virtual environments is found to be different from real world sensemaking, current knowledge of sensemaking may be expanded to include virtual environments, an area of the field presently neglected in the literature. Further, by providing a greater understanding of how people make sense of and act in virtual environments this research may help to improve the design of virtual environments and inform more effective management strategies for virtual organisations in areas such as leadership, motivation, and work flow. Therefore, if virtual environments can be built and managed with the explicit needs of the virtual sensemaker in mind the overall uptake and effectiveness of virtual organisations may be improved. The structure of this paper is as follows. Firstly, I explain Karl Weick’s real world theory of sensemaking, which is representative of the broader sensemaking field. Secondly, I introduce the site of my study, a virtual conference (a type of virtual environment), and conceptualise the greater context of the study, the internet. Thirdly, I explain and justify my methodology - virtual ethnography - providing an in-depth description of its components as well as ethical considerations
  • 9. 4 for its use. I then present my findings, which comprise a significant portion of this paper. Finally, I conclude the paper with a discussion of these findings including limitations, contributions, implications, and suggestions for further research. 2. Weick’s realworld theory of sensemaking Because Weick’s work forms the basis of sensemaking literature, I have limited my review of sensemaking to two of Weick’s seminal works (Weick 1995; Weick, Sutcliffe & Obstfeld 2005) with limited reference to other authors’ research. Weick (1995, p. 4) states that sensemaking is “well named because, literally, it means making of sense”. Further, “sensemaking is about action… (It) is as much a matter of thinking that is acted out conversationally in the world as it is a matter of knowledge and technique applied to the world” (Weick, Sutcliffe & Obstfeld 2005, p. 412). This means that thinking or meaning making happens simultaneously with the action taken on the basis on that meaning. In other words, sensemaking is the basis of human action. This is precisely why sensemaking is such an important body of literature in organisation studies - it contends that how we make sense of an environment determines the way we act in it.
  • 10. 5 Figure 1 - Weick’s sensemaking process (Weick 1995, Herrmann 2007). Figure 1 shows Weick’s model of sensemaking processes, which I now describe in detail using an everyday organisational scenario - a work meeting. Weick’s sensemaking process model has three main components: enactment, selection, and retention. The first step of sensemaking, enactment, is an activity undertaken by a person to bracket, frame, and label an aspect of reality (Herrmann 2007, p. 18). Here the person, from an originating state of flow, “carves out” (Weick 1995, p. 33) an aspect of their reality and assigns it a meaning. For example, when participating in a team meeting a worker may subliminally interpret much of the conversation, that is, they are in a state of flow. However, when something of interest or confusion arises the worker pays attention to that phrase; they enact this phrase by bracketing, framing, and labelling it, that is, noticing, capturing, and assigning meaning to it.
  • 11. 6 The second step, selection, is a process of communication between individuals to clarify or reduce equivocality (multiplicity of meaning) of the interruption or event. Here the team undertakes a communication cycle of acting, responding, and adjusting to achieve a consensus of meaning. For example, the worker discusses with other team members what they make of the point raised. The third step, retention, describes how the team’s interpretation of the event and consequent actions reinforce the shared meaning, that is, the team reaches agreement on the meaning of the phrase and the action to be taken. This entire process is called a sensemaking episode. Weick outlines seven concepts that underpin his sensemaking model (Weick 1995; Weick, Sutcliffe & Obstfeld 2005). Each is now briefly described in relation to the example of the team meeting. Firstly, sensemaking is grounded in identity construction - “who we think we are as organisational actors shapes what we enact and how we interpret” (Weick, Sutcliffe & Obstfeld 2005, p. 416). This means that the worker’s identity or role (for example ‘team leader’ or ‘expert’) determines what they find interesting or confusing in the meeting, that is, what they enact. Secondly, sensemaking is retrospective - “people can know what they are doing only after they have done it” (Weick 1995, p. 24). This means that when the worker notices a phrase the phrase is already in the past when they attempt to make sense of it. Thirdly, sensemaking is enactive of sensible environments, that is, the worker can only make sense of a phrase that is in the realm of their understanding. Fourthly, sensemaking is social - “conduct is contingent on the conduct of others, whether they be real or imagined” (Weick 1995, p. 39). This means that the worker’s understanding of the phrase is informed by how the other people in the meeting make sense of and act on that phrase. Weick’s fifth concept is that sensemaking is ongoing - sensemaking is something people do all the time. Even when idly listening to the meeting’s proceedings, sensemaking on the part of the
  • 12. 7 worker is always in progress. The sixth concept is that sensemaking is focussed on and by extracted cues – “extracted cues are simple, familiar structures that are seeds from which people develop a larger sense of what may be occurring” (Weick 1995, p. 50). In the meeting scenario the worker uses information from the external environment, for example, the ambience of the meeting room, the cultural climate of the organisation, or the manner of other participants, to try to make sense of the phrase at hand. Finally, sensemaking is driven by plausibility rather than accuracy - “sensemaking is not about truth and getting it right … it is about continued redrafting of an emerging story so that it becomes more comprehensive” (Weick, Sutcliffe & Obstfeld 2005, p. 415). Here the team members do not necessarily need all the information to make sense of the phrase, they just need enough information to make an assumption about it and move forward. With a thorough understanding of Weick’s real world sensemaking model and its central concepts I now turn to my investigation of sensemaking processes in virtual environments. At this point I deliberately abandon Weick’s model and take my point of departure from the virtual environment itself. In the next section I describe how virtual environments are generally conceptualised in existing literature and locate my study within this conceptual framework. Later I describe in detail the context of my study, a virtual conference called ‘Sustainability Virtual Summits – SmartICT’, which was a three day virtual event run in different time zones to accommodate participants throughout the world. Then, after I report my findings on sensemaking processes in this virtual conference, I revisit Weick’s real world theory and compare it to my findings.
  • 13. 8 3. A virtual conference:the context of the study As stated above, the context of my study is a virtual conference. Virtual conferences are modelled on real life conferences, aiming to mimic them in the virtual environment. In a virtual conference, as in a real one, participants watch speeches, network with other delegates, and chat with exhibitors. Moreover, the website interfaces for virtual conferences are designed to mimic the look and layout of a real world conference site. However, the delivery of the virtual conference, that is the way that conference activities occur, is vastly different to what most conference delegates are used to. In a virtual conference all interaction is mediated by technologies such as video, audio, and text chat. Herein lies the essential difference between virtual and real environments – interactions and experiences in the virtual world are mediated or ‘filtered’, whereas the real world hosts ‘pure’, face-to-face interactions between people and unmediated physical contact between a person and their world. Virtual conferences are just one type of virtual environment in a wide spectrum of available technologies. While virtual environments vary greatly in their technical capabilities, a common feature is that they are usually hosted on the internet. For example Wikispaces (2010), an internet collaboration tool which offers people text forums and centralised document storage, is far less advanced than Second Life (2010), a virtual reality website in which people can create and embody three-dimensional avatars (digital forms representing human bodies in the virtual world). While virtual conferencing is a very recent technology it may be described as middle of the range in terms of sophistication - while not offering participants a three-dimensional presence, virtual conferencing does enable interaction between participants in real time via text chat. The broader context of this study is the internet at large. Since the internet became commonplace in most organisations scholars have sought to uncover and explain its impact on and
  • 14. 9 role in organisations. Traditionally, the internet has been conceptualised as a communication tool - a means of interacting over physical distance. When the internet is conteptualised as a tool it is compartmentalised into the various modes of communication it enables. “Interest has ranged from explicit, informal technologies, like chat and instant messaging, to asynchronous, conversational communications occurring via email and bulletin board systems” (Churchill, Snowden & Munro 2001 cited in Churchill & Erickson 2003, p. 1). Churchill & Erickson (2003, p. 7) observe that discussions about the internet as a communication tool “tend to use face-to-face conversation as a benchmark against which to contrast mediated conversation”. Because of this many authors discredit technology-mediated communication altogether, a viewed summed up in Pyoria’s (2007, p. 20) statement: (There is a) false conception of the utility of IT for enhancing interpersonal interaction by constructing new communication channels parallel to old ones… An additional problem inherent in all computer-mediated communication is the lack of immediate face-to-face interaction… Even in real time virtual conferences combining audio and video, most social clues – arguably the most efficient form of immediate feedback – will remain absent. In this excerpt, Pyoria clearly takes the internet as tool view, dismissing mediated interaction as being inferior to face-to-face interaction. This view can bias scholars towards a perceived superiority of face-to-face interactions and thus limit their capacity to more deeply understand virtual organisational behaviour. Indeed, some researchers have challenged the view of internet as a tool arguing that the internet also provides people with new ways of exploring aspects of reality and self (Croon Fors & Jakobsson 2002, p. 39). In this alternative view the internet is conceptualised as a world which people can explore, not just a tool they can use to achieve a task. As Croon Fors & Jakobsson (2002, p. 39) state, “in contrast to the tool perspective, this view
  • 15. 10 regards information technology as an influential mediator and moderator of human experiences”. In other words, virtual environments enable people to experience life from alternative perspectives, that is, virtually mediated and moderated perspectives, offering them greater insight into themselves and their world. This study acknowledges the internet as tool view of the internet but is more entrenched in the internet as world view; virtual conferences do not just provide a tool for people to interact with content and each other over distance; virtual conferences themselves are worlds open to people to explore. In the twenty-first century, with extensive possibilities for the design and architecture of virtual environments, each virtual world is distinct with a vast array of experiences available to people. As such, there is no one accepted definition of virtual environments in the literature. Croon Fors and Jakobsson (2002, p. 41) offer a “tentative” definition in the face of this ambiguity, stating that “a virtual world emerges from a distributed technical system that allows a substantial number of people to interact synchronously. The interaction takes place in a sustained environment based on some kind of spatial metaphor”. The environment under study here, the virtual conference, fits this definition. To reiterate my purpose, it is to investigate how people make sense of and act in these virtual environments (the virtual conference) compared to how people sense of and act in the real world. Having conceptualised the context of the study I now proceed to my methodology which was designed to accommodate the unique nature and challenges of the virtual environment identified above.
  • 16. 11 4. Methodology:virtual ethnography I employed a virtual ethnography methodology to answer my research questions: (1) by what processes do people make sense of and act in virtual environments? and (2) to what extent does sensemaking in virtual environments differ from sensemaking in the real world? Virtual ethnography was a logical approach because sensemaking is an intricate and personal activity that may be effectively captured through immersion in the virtual environment. The aim of the virtual ethnography methodology was to conduct an in-depth analysis of the lived experience of a small cross-section of conference participants, namely my own experience and that of four other participants. Indeed, a larger collection of experiences may have diluted the results; the very purpose of ethnography is to explore as deeply as possible the detail of the lived experience of a few, not to capture as many experiences as possible. Virtual ethnography is a relatively new methodology that has been pioneered over the last ten years by scholars such as Christine Hine (2000; 2005) who suggests that this methodology causes researchers to rethink many aspects of traditional ethnography. In virtual ethnography “technology should not be seen as a given or taken for granted, because its use and impact are strongly influenced by the representations and beliefs referring to it on the side of the users and nonusers” (Hine 2000, p. 263). As such, a significant consideration in virtual ethnography is the social construction of the internet by people as both cultural artifact and as place of cultural production (Hine 2000); in other words, internet as thing (tool) or place (world/reality) as discussed earlier. These conceptions of the internet are now applied to implications for my research methodology.
  • 17. 12 Internet as thing has two main implications for the virtual researcher. Firstly, the researcher may describe a piece of the internet (such as a website) to make assumptions, for example, about people who visit that website. Secondly, the internet may be used as a tool to conduct research, such as hosting a focus group in an online forum. I employed the internet in both these ways during my research. Therefore, in accordance with the virtual ethnography methodology I ensured that all my interactions with participants were mediated by virtual technologies (before, during, and after the conference) to achieve consistency of context across all data collection points. Also, because virtual interviews are experienced differently to the face-to-face interviews most people are familiar with, I also modelled my interview manner and questions on Hine’s (2000; 2005) recommendations. Internet as place is also problematic for researchers of virtual environments because virtual places cannot be defined in the same way as real places. Ethnographers have traditionally defined the boundaries of their studies by placing physical parameters on the group under study, but this cannot be achieved in virtual environments. In virtual environments “boundaries are not assumed a priori but explored through the course of the ethnography” (Hine 2000, p. 64). In other words, place is defined by connections (virtual and real) rather than locations. As such, my site of study was not confined to the conference website but included exploration of what happened before and after the conference. That is, I partook in communication with conference organisers and participants before and after the conference and also followed links from the conference website to other parts of the internet, such as websites of the companies the participants worked for. Finally, there were ethical considerations in my study unique to the virtual ethnography methodology. Hine (2000) says that lurking is a key issue. Lurking is defined as being in a virtual environment unbeknownst to other people in that environment. A participant could have lurked in the virtual conference by selecting ‘Invisible’ mode or by not participating while watching the
  • 18. 13 interactions of other participants unfold. As a virtual ethnographer it would have been unethical for me to have lurked in the conference by, for example, not revealing my identity or my intentions as a researcher. As such, I strived to achieve transparency in all my interactions by participating in the conference using my full name, uploading a true photo of myself, and filling in my profile information accurately (including a link to more information about my research project and contact details). I also indicated that I was ‘Available’ for chat at all times from the options provided (‘Available’, ‘Away’, or ‘Invisible’). While I remained transparent with my own identity I took steps to ensure that the identities of the research participants remained anonymous; I assigned the interviewees aliases and ensured all my data was securely stored during the study. 4.1 Participant observation approach My study followed the basic formula of the more traditional participant observation (Flick 2006) methodology (from which ethnography was derived) but exercised the freedom of ethnography generally, and virtual ethnography specifically, in collecting a range of data to enhance my findings. The three steps in my approach were descriptive, focussed, and selective observation (Flick 2006, p. 220), which I executed one at a time over the three days of the conference. In phase 1, descriptive observation, I described in detail each part of the virtual conference environment - the Lobby, Auditorium, Meeting Rooms, Exhibit Hall, and company booths. I also noted my own thoughts and feelings in response to the environment. Having never attended a virtual conference I ‘felt’ my way around, keeping in mind the following questions which were developed based on my existing understanding of sensemaking: How is interaction organised? What is visible? What is invisible? What are my assumptions? In phase 2, focussed observation, I attended the conference as if I were a regular participant, engaging in and capturing text chats with other participants and booth representatives. I also attended moderated chat sessions in the Auditorium, where questions from
  • 19. 14 participants and answers from the key note speakers were managed and published by a silent third party. Again I took notes on my own observations and experiences with the technology, content, and other participants. Finally, in phase 3, selective observation, I again engaged in text chats with other participants and took notes; the aim was to consolidate and challenge my observations from phase 2. Over the course of these three phases I collected different types of data including field notes, artifacts (such as text chat session transcripts and downloadable pdfs), and statistical information from the conference organisers (such as attendance numbers). Following the conference I also conducted semi-structured interviews with participants I met during the conference, in which my intention as an ethnographer was to understand as completely as possible the lived experiences of these participants. 4.2 Interviews In the virtual conference I initiated text chat sessions with several participants, four of whom I emailed after the conference asking if they would agree to be interviewed. I selected my interviewees using a theoretical sampling method in which “decisions about choosing and putting together empirical material … are made in the process of collecting and interpreting data” (Flick 2006, p. 125). This approach was appropriate because my research evolved as I collected my data; it was not possible to identify at the beginning of the study which people or what data I needed to access. The end sample of interviewees consisted of participants from all three time zones as well as a mix of sex, age, occupation, and level of competence with virtual technology (see Table 1).
  • 20. 15 Table 1 - Interviewee demographics Interviewee Sex Approx. age Virtual competence Location Occupation Jo Female 35 Low New Zealand Masters student Chuck Male 40 High USA Entrepreneur/consultant Ted Male 60 Medium Portugal Software company owner Max Male 55 Medium USA Sustainability expert/speaker The interviews, conducted over Skype via audio communication, adhered to Flick’s (2006, p. 257) guidelines for online interviews. Virtual interviews have obvious downfalls such as technical difficulties and less intimate contact (Flick 2006). However, the choice to employ virtual interviews was justified because the interviews engaged the participants in the natural context of the research – the virtual environment. Furthermore, I wrote the interview questions following Spradely’s 1979 (cited in Flick 2006, p. 166) guidelines for ethnographic interviews, taking care to ensure that the interviews were a genuine dialogue. The interview questions were: How did you experience participating in the conference? What was distinctive about the virtual environment in your interactions with people, content, and tools? What did you find particularly challenging and/or surprising about participating in the conference virtually? How do you think the virtual conference can be improved so that interaction and communication work better between participants? The aim of these questions was to uncover the interviewees’ lived experience of the conference and elicit the intricate details of their interactions with the technology, content, and other participants.
  • 21. 16 4.3 Data analysis To analyse my data I employed theoretical coding, a procedure for analysing data to develop a theory in which “interpretation is the anchoring point for making decisions about which data or cases to integrate next in the analysis” (Flick 2006, p. 296). This theoretical coding, which was consistent with my theoretical sampling approach, followed three steps: open coding, axial coding, and selective coding (Flick 2006). As shown in Table 2, I applied these steps to two streams of analysis: mapping participants’ sensemaking episodes in the virtual conference and identifying unique facets of the virtual environment that influenced participants’ sensemaking processes. Table 2 – Data analysis process Stream 1: Mapping sensemaking processes in the virtual conference Stream 2: Identifying facets of the virtual environment that influence sensemaking processes in the virtual conference Open coding Analysed field notes and other data to identify my own thoughts and actions that impacted my sensemaking processes. Analysed field notes and related data to establish four key themes for consideration. Axial coding Sketched out the sensemaking journeys of each participant, as evidenced in the interview transcripts and supporting data. Combined interview data with my own observations to refine themes to eight unique facets of the virtual environment. Selective coding Established model of sensemaking processes in the virtual conference. Established the three strongest unique facets of the virtual environment, which underpin my model of sensemaking in the virtual conference. Combined findings Established a phenomenon that is unique to sensemaking in the virtual environment and challenged some of Weick’s central concepts. Firstly, using open coding, a method that “aims at expressing data and phenomena in the form of concepts” (Flick 2006, p. 297), I conducted a preliminary analysis of my data to identify general themes in both streams of analysis. In stream 1 I identified some of my own thought processes and actions that were part of my sensemaking processes, such as considering how to move between rooms in the conference. In stream 2 I identified four broad themes (virtual time,
  • 22. 17 virtual place, virtual space, and virtual presence) which were aspects of the virtual environment that seemed to impact my sensemaking activities. I then proceeded to axial coding which aims to “refine and differentiate the categories resulting from open coding” (Flick 2006, p. 301). In stream 1 I identified and mapped the specific sensemaking episodes of each interviewee as well as my own. In stream 2 I combined the analysis of the interview transcripts with the four themes that were identified in the previous step and decided which were the most promising for further exploration. Through numerous rounds of establishing relationships between the themes and their sub-themes, and between my own data and that of the interviews, eight pertinent aspects of the virtual environment emerged: virtual etiquette/norms, power in a virtual environment, virtual time, expectations of the virtual conference, virtual engagement and presence, technical confidence and competence, attitude/approach to the conference, and lack of available social cues in the virtual environment. Thirdly, selective coding involved a higher level of abstraction, combining all the identified sensemaking episodes to arrive at a unified model of sensemaking processes in the virtual conference (stream 1), as well as three well-supported facets of the virtual environment that affected participants’ sensemaking activities. Finally, I combined all my findings to establish a new phenomenon unique to the virtual environment, which is discussed later. 4.4 Validity and reliability Sandberg (2005) developed a four-pillared framework for guiding interpretive research which I used to achieve validity and reliability in my study. Firstly, communicative validity (establishing a community of interpretation between researcher and participant to justify coherence of interpretation of the topic) was established in two ways. Instead of imposing my understanding of the conference upon the interviewees I asked open ended questions and engaged them in
  • 23. 18 dialogue, which encouraged a joint understanding of the topic. I also prefaced each interview by stating that my intent was to grasp the participants’ own lived experience of the conference, which again opened up the dialogue and encouraged honesty from both parties. Secondly, pragmatic validity (recognising inconsistencies between what people do and what people say they do) was established through the use of follow-up questions to qualify the interviewees’ statements. Using triangulation I resolved inconsistencies in the data by comparing the interview transcripts, text chats I held with the interviewees during the conference, and my field notes. Thirdly, transgressive validity (recognition of ambiguity, complexity, and multiplicity of meaning) was achieved by actively looking for contradictions in my data, not just coherence. For example, in the second stream of analysis I cross-checked my and the interviewees’ understandings of the unique facets of the virtual conference that seemed to affect sensemaking processes. Finally, reliability as interpretive awareness (validating the process by which truthful interpretations are made by demonstrating how interpretations have been controlled and checked throughout the research) was achieved by acknowledging and managing my subjectivity throughout the research process. I did this, as Sandberg (2005) suggests, by posing ‘what’ and ‘how’ questions, as opposed to ‘why’ questions in all aspects of my research. I also employed a describing orientation in relation to my data collection and analysis; I described what constituted the participants’ lived experience of the virtual conference, rather than seeking to explain why participants experienced the conference in the ways they did, which reduced the risk of my subjectivity influencing the results.
  • 24. 19 5. Results:sensemaking in the virtual conference The results of my study take in various aspects of how people made sense of and acted in the virtual conference. Firstly, I describe the virtual environment in detail from both the thing and place conceptual perspectives. Secondly, I describe the model of sensemaking processes I developed specific to the virtual conference, using my own and the other participants’ sensemaking episodes to illustrate the model. Thirdly, I discuss the two main types of sensemaking episodes that are evident in the model of sensemaking in the virtual environment: technical and interpersonal sensemaking. I then compare the new model to Weick’s real world sensemaking model, revealing a number of significant differences between them. Finally, I identify some facets of the virtual conference environment that support my concept of introspective sensemaking, which I argue is a new phenomenon unique to sensemaking in virtual environments. 5.1 Detaileddescriptionof the context From an internet as place perspective the context of the study was a website that hosted a virtual conference series called Sustainability Virtual Summits (2010). I attended the first of three events - ‘SmartICT’ - which focussed on sustainability for global ICT organisations. Participants from around the world visited the conference website over three consecutive day-long sessions in different time zones: UK/Europe (London), US (Denver), and Asia/Pacific (Hong Kong), held on March 30, 31, and April 1 2010 respectively. The virtual conference environment, an internet-based virtual world that aims to mimic a real conference environment, was developed by a company called 6Connex (2010). The three-dimensional graphics on each page of the conference website depicted the various ‘rooms’ in which specific activities took place; for example in the Auditorium there were key note speakers and in the Exhibit Hall there were booths with representatives available to ‘talk’ to participants about company products and services.
  • 25. 20 From the internet as tool perspective the communication tools made available by the 6Connex technology were video with audio, text chat, digital content download (such as pdfs) and other tools such as vCards (see Screenshot 2), General Message pop-ups (see Screenshot 3, and the Roster view (see Screenshot 4). Many of these functions were one-way channels, such as the key note speeches which were delivered via pre-recorded video. Two-way interaction was only possible via two text tools. Firstly, there was a public, moderated chat in the Auditorium where participants could submit questions to be answered by the speaker in the video. These moderated chat sessions were asynchronous; the questions were submitted and read by a moderator who, after passing them on to the speaker for an answer, posted the question together with the answer for public viewing. Secondly, one-on-one or group chat sessions between participants provided two-way, synchronous (or near-synchronous) interaction. Here participants could invite other people to chat, for example, about the video showing in the Auditorium (one-on-one chats were far more popular than group chats). The four screenshots below show how the conference environment appeared on the screen to the participant.
  • 26. 21 Screenshot 1 – Lobby (Sustainability Virtual Summits 2010) Screenshot 2 – vCard exchange in one-on-one chat session(Sustainability Virtual Summits 2010)
  • 27. 22 Screenshot 3 – Rosterview of conference participants (Sustainability Virtual Summits 2010) Screenshot 4 – General Message pop-up (Sustainability Virtual Summits 2010)
  • 28. 23 5.2 My first virtual sensemaking episode As described in my participant observation approach to the virtual ethnography methodology, I attended the virtual conference over three days. I found that the virtual conference activities were generally familiar to me from my previous experience of real conferences; activities such as listening to key note speakers, networking with delegates, obtaining information, chatting to exhibitors, and exchanging business cards. The virtual environment did, however, introduce new variables that affected how I carried out these activities. For example, virtual business cards or vCards were exchanged by clicking a ‘Request vCard’ or ‘Send vCard’ button in the text chat window. Despite my reasonably high level of experience with virtual technologies, this conference was the first time I had ever exchanged a vCard. When I was sent a vCard in a conversation with Chuck (see below) I became confused – a sensemaking event occurred for me and I entered a sensemaking episode. The italicised text below represents my thoughts; normal text is the actual conversation. CHUCK:I went to a conference in Second Life recently … Okay to ask for your vCard? AMBER: A Second Life summit sounds interesting! What is a vCard? CHUCK:(This person has sent you a vCard: Please make sure it was not blocked by your Pop-Up Blocker.) I have no idea what this means.But I don’t want to ask because you will think I don’t know what I’m doing… That won’t look good for me! CHUCK:I can fill you in about it when we get a chance to chat. I was quite impressed.
  • 29. 24 Oh, you are talking about Second Life,not the vCard. Ok, so how do I find the vCard you sent me ... Oh, right, it’s been automatically downloaded to my desktop. AMBER: Thanks Chuck. Now, how do I send my vCard to Chuck? Oh, look, there’s a button that says ‘Send vCard’. That’s it. CHUCK:I did get your vCard. AMBER: Great - I got yours too. To explain this sensemaking episode, prior to this event I was in a state of flow; I was confidently participating in a text chat session with Chuck. However, Chuck’s request for my vCard challenged my existing knowledge and I dared not ask him what he meant for fear of appearing incompetent. Moreover, there were no cues immediately available to me about what was happening, that is, no instructions or visible demonstration of what to do. Using trial and error I tried to both send and receive a vCard which involved clicking buttons and determining where on my computer desktop the vCard file has been saved. When the episode was resolved Chuck and I continued our conversation and I returned to a state of flow. This is an example of just one sensemaking episode that occurred in the virtual conference. 5.3 Sensemaking processes inthe virtual conference Each participant experienced unique sensemaking episodes, some of which I was able to capture in text chat sessions during the conference and in the interviews after the conference. The participants, including me, varied in their level of competence with the virtual technology and this seemed to determine the point at which each participant experienced their first sensemaking event. Indeed, “efforts at sensemaking tend(ed) to occur when the current state of the world (was) perceived to be different from the expected state of the world, or when there (was) no obvious way
  • 30. 25 to engage the (virtual) world” (Weick, Sutcliffe & Obstfeld 2005, p. 409). I used these sensemaking episodes to map each interviewee’s individual sensemaking processes, synethesising them to produce Figure 2 which shows the process of sensemaking in the virtual conference as experienced and reported by the four interviewees. Figure 2 – Sensemaking processes in the virtual environment (virtual conference). The model can be explained as follows. Each participant began their sensemaking experiences in a state of flow. When they encountered something unfamiliar, surprising, or challenging, they experienced a sensemaking interruption or event and sought information or cues to help solve the interruption, that is, to make sense of the event. If enough information or cues were available for the participant to act, they were able to move on and return to a state flow. If
  • 31. 26 there was not enough information for the participant to act, which was often the case, the participant either sought further information or was left to founder in their uncertainty. At this point the participant looked inwards for answers they could not find externally. If, on the other hand, more information was sought and received, the participant could again assess whether or not they now had enough information to act and return to flow. If the additional information was again not adequate the participant remained in the sensemaking episode. Though some interviewees engaged in multiple sensemaking cycles, all interviewees reached a point where they could not make sense of the situation at hand based on external cues. This resulted in introspective sensemaking, as indicated in the diagram, which is explained later. In her interview Jo revealed an excellent example of a sensemaking episode in the virtual conference; her sensemaking path is highlighted in green in Figure 2. Jo was a relative novice in the virtual conference environment. When she entered the conference website she was immediately confronted and confused. “I had to figure out how to get around, what was going on where,” she said. Upon entering the conference Lobby (see Screenshot 1) Jo saw “moving people” and wondered whether they were avatars or illustrations. When I talked to Jo a few weeks after the conference she still had not completely resolved this interruption to her sensemaking experience. “I didn’t know if it was real. I didn’t know if those people represented, like were, avatars of real people… or just kind of art”. Jo expressed that there was no way to tell one way or the other because there were no external cues available to her. Her inability to access the information she needed to make sense of the event resulted in introspective sensemaking.
  • 32. 27 5.4 Technical and interpersonal sensemaking Through analysing my own sensemaking experiences and those of the interviewees I discovered that sensemaking episodes in the virtual conference were prompted by the participants’ inability to (1) engage with technology and (2) access needed interpersonal cues. Technical sensemaking activities emerged from confusion about how to use the technology, for example, how to navigate from one conference room to another. These interruptions were generally resolved by trial and error where the participant sought feedback from the technology itself, not from other people. For example, Max said that even though it was not “entirely obvious” what would happen as he navigated through the conference website, he was happy to “click around” and find out. Generally, however, it was the not lack of technical information that interfered with the participants’ flow and resolution of interruptions, it was the lack of interpersonal cues. An example of this was when Jo received a General Message pop-up (see Screenshot 3) about a session starting in the Auditorium. She found that she could not follow the message to where she was supposed to go, nor could she follow the example of other people in the conference. In her interview Jo noted that in a real conference she could have “followed the crowd” and the fact that this was not possible in the virtual conference inhibited her ability to make sense of and act in the conference. In this way, interpersonal sensemaking refers to interruptions or events that can only be resolved by learning what one needs to know from interaction with other people, not the technology. Ted’s experience with one-on-one text chat further exemplifies this definition of interpersonal sensemaking and the difficulty participants experienced with it in the virtual environment. Ted described himself as “middle of the bunch” in terms of his technical capability and confidence in the virtual conference. Ted was impressed with the ease with which he could access and interact with content. However, he found that interacting with people was more difficult
  • 33. 28 – he said that his real world interpersonal skills did not translate well to the virtual environment. While Ted did not initiate any conversations he “didn’t hesitate” to engage when I contacted him via chat and, in effect, showed him what to do. Here, Ted’s sensemaking event was his reluctance to initiate virtual interactions; though he was not bound by his technical competence (he did know how to chat via text) he needed interpersonal cues in order to move through the sensemaking episode. Ted said, “It’s like anything the first time… It’s always easier when someone reaches out to you”. This reluctance to initiate interaction was true for a number of participants and, as such, relatively few chat sessions were initiated during the conference (only 400 chat sessions in total took place amongst the 1000 delegates over three days). Furthermore, when communication between participants in the virtual conference did happen, it tended to be content-based, as demonstrated in the following text chat I had with Jo in a Meeting Room session called ‘Open Innovation’. It represents a typical example of the conversations I engaged in during the conference. JO: Have you come across anything interesting? AMBER: I think the telepresence stuff is interesting. I like the idea of increasing productivity and lessening cost/travel. What brought you here? JO: I am interested in IT application for process development, hence energy reduction. Some have mentioned IT moving into improving efficiency in business operations, but nothing more than a mention. AMBER: Is that what you came to find out? JO: Yes,I am looking for the elusive Green IT 2.0, but not getting much traction. AMBER: No wonder you are in the Open Innovation session.
  • 34. 29 Further, the moderated chat sessions in the Auditorium were even more confined to content-based conversation, as demonstrated in the following excerpt. MODERATOR: In answer to question “how live is live?”, from Anna B. “It is filmed through two telepresence rooms”. MODERATOR:In answer to question “Can you tell us how your company uses its own solutions to reduce its carbon footprint”?, from Harry J. “Sure, we are a big user of TP rooms … We also push quite strongly on server consolidation and virtualisation. We have saved up to 28GWh of electricity in 2009 and most of our company vehicles use less than 130g of CO2 per km”. MODERATOR:In answer to question “Thanks” from Harry J. [sic] Max summarised the focus on content and the difficulties with interpersonal interaction in the conference when he said “normally if you’re at a conference, there will be the face-to-face visual contact, which is obviously quite important for creating any relationship. Whereas here it’s a, how should I put it, factual relationship as opposed to an emotional one”. As a result of this focus on content, participants seeking deeper connections with their counterparts took their conversations to a more familiar medium, such as telephone or email, once initial contact was made via text chat. As Chuck said “I would try to move to from a text-based platform to at least a verbal one (because) I actually think that it is extremely difficult to handle anything complex in chat-based discussions”. In summary, sensemaking events were brought on by participants’ unfamiliarity with the conference technology (technical sensemaking), but more significantly by their difficulty and apprehension in engaging with other people in the virtual environment (interpersonal sensemaking). The technical issues associated with the virtual environment were somewhat predictable to me and
  • 35. 30 the participants; a certain amount of difficulty using the technology, and glitches in the technology itself, was expected. What was unexpected were the interpersonal difficulties, evidenced by the participants’ reluctance to use text chat, the distinct content-focus of those chat sessions that did occur, and desire to move ongoing interaction to other mediums. 5.5 Comparison of Weick’s model and the new model of sensemaking in virtual environments I have mapped and analysed sensemaking processes in the virtual environment, arguing that sensemaking episodes occur in two forms, technical and interpersonal, and that the latter poses more significant barriers to sensemaking processes in the virtual conference. I now turn to a comparison of Weick’s model to the model of sensemaking in virtual environments I propose, as depicted in Figure 3. Figure 3 – Comparaison of Weick’s real world model and the new model of sensemaking in virtual environments (virtual conference).
  • 36. 31 One similarity between the models is the way in which events or interruptions mark the beginning of sensemaking episodes, that is, in both models there is an interruption to a person’s flow that sets a sensemaking episode into motion. However, this is where the similarities end. The first significant difference between the models is that the new model does not incorporate Weick’s second and third phases, selection and retention. The communication cycles in the selection phase that are central to Weick’s model were rare and ineffective in the virtual conference environment; instead of partaking in shared meaning making, participants had to ‘work it out’ for themselves. Even when information and interaction was outwardly sought by the participations the communication cycles that resulted tended to be content-focused; participants communicated with each other about content but were reluctant to move into deeper conversation to confirm or deny their understandings about the environment. The second significant difference between the models is that their conceptual foundations differ. As stated earlier, Weick contends that there are seven central concepts of sensemaking. Three of these concepts come into question when Weick’s model is compared to the virtual model, these being that sensemaking is inherently social, focused on and by extracted cues, and retrospective. Challenge 1: Sensemaking is social Weick (1995, p. 39) states that sensemaking is social in that “conduct is contingent on the conduct of others, whether they be imagined or physically present”. In the virtual environment the participants were not physically present and therefore, because it was not possible to see what others were doing, could not model their own conduct on the conduct of others. So then, is Weick’s concept of an imagined other plausible in the virtual environment? I argue that the participants in the conference were hampered, not just in their inability to model their own actions on others’ behaviour, but in their ability to conjure images of other participants. Because they could not see or
  • 37. 32 hear the people with which they were interacting (interpersonal interaction was limited to text chat), information about other people’s identities was restricted to information in their conference profile: name, role, organisation, and sometimes a profile picture. All of the other social cues that help someone to conjure a sense of another person, such as body language and tone of voice, were absent in the virtual conference. An example of how this lack of physical presence interfered with sensemaking processes in the virtual conference was Max’s experience with unreturned text chat messages. Because he could not see the other participant and therefore was unable to gauge what was happening based on their conduct, he searched inwardly for answers. MAX: I think you can assume that it (the chat message) has gone in and people look at it and say ‘yes’ or ‘no’ … There were a few people who didn’t respond but that might have been because they were no longer there … AMBER: So, when people didn’t get back to you, what was your assumption? MAX: I suppose I’ve learnt not to make assumptions … AMBER: You said before that you might just think they’re not there … MAX: You don’t know, therefore,we won’t make assumptions. I think it would be very easy to make the wrong assumptions, therefore,don’t make it. Furthermore, Max provided an example of how the other was conjured in the participant’s own image in the virtual conference. In the interview Max and I discussed the intentions of other participants and whether he thought other people were genuine and transparent in their dealings with him. Max, who had not stopped to contemplate his assumptions about the other participants prior to the interview, said “it does feel that most people are pretty genuine about what they are
  • 38. 33 saying and what they are doing. Maybe I’m a bit naive, but that’s the way it feels”. In this case Max conjured the other in his own image (as an honest and genuine participant) without questioning his understanding or looking outside himself for an alternative, and perhaps more accurate, conception of the other. In summary, sensemaking in the virtual environment was not social because conduct was not contingent on the behaviour of others, real or imagined. Participants’ ability to make plausible sense of the situation and act appropriately was inhibited by the lack of visual and social cues available to them in the conference. Challenge 2: Sensemaking is focused on and by extracted cues Another of Weick’s seven central concepts is that sensemaking is focused on and by extracted cues, that is, people extract simple, familiar cues from the external environment to make sense of the situation at hand (Weick 1995). Because those external cues (interpersonal, visual, social, cultural) were difficult to obtain from the conference, participants looked inwards to find ways to make sense of and act in the virtual environment. Put another way, sensemaking in the virtual environment was not dependent on extracted cues because those cues were simply not available to be extracted. This was demonstrated in the following excerpt from my interview with Chuck. My assumption was … that when I walked into a booth then eventually I would be approached… It could be that they (booth representatives) didn’t know what do to. It could be that … I was already on my way out the door when they were just barely realising I was there … Suppose the booths were really busy and I was trying to ask somebody a question, they might have had a real hard time juggling. So to me it would look like they were ignoring me, when in fact they were just occupied.
  • 39. 34 While Chuck drew on his previous experience of real conferences to form his initial expectations of the booth representatives, he made sense of their non-communication with him based on his own imaginings of what was occurring, not on extracted cues from the external environment. Sensemaking in both real and virtual environments involves participants imposing their own meaning onto the situation; the difference here is that, in the virtual environment, participants made sense of the event in isolation from the environment in which it occurred. Chuck’s inward-looking sensemaking was further evidenced by his general approach to interactions with other people in the virtual conference. Chuck believed that, because of the absence of external cues and therefore lack of shared context or cultural benchmark from which to operate, people brought their personal values with them into the virtual conference. He further observed that he could not know who held which values. In the face of this ambiguity Chuck said, “if I don’t have a context, I will try to find what I consider to be the least aggressive stance.” In this way Chuck referenced his own values to establish what he thought was appropriate and projected them onto the context and the people he was engaging. Moreover, with minimal opportunity to test if his approach was understood or accepted by the other participants (he made sense of the situation in isolation from the context) Chuck operated from his own frame of reference for the duration of the interaction. In this way, sensemaking was not focused on and by extracted cues, instead, cues were inwardly sought. Challenge 3: Sensemaking is retrospective A central premise of Weick’s sensemaking model is that “people can know what they are doing only after they have done it” (Weick 1995, p. 24). Put differently, “we are conscious always of what we have done, never of doing it” (Shultz 1956 cited in Weick 1995, p. 24). These statements mean that when attention is paid to an event that has already occurred, sensemaking is
  • 40. 35 backward-looking. This line of argument is logical, however, the concept that sensemaking is retrospective did not hold true in the virtual conference environment. Retrospective noticing, bracketing and labelling - the building blocks of enactment - did not occur in Weickian fashion in the virtual conference. Instead, the evidence suggests that sensemaking was experienced by the participants in situ in the confusion of the moment(s). One pertinent example of this was when Jo entered the virtual conference and was confronted with several elements that did not make sense to her. Further, she struggled to articulate exactly what it was that didn’t make sense. Jo said, “I expected to be able to get there and understand what I was doing, but I couldn’t”. Chuck seemed equally confused and unable to articulate what was ‘wrong’ when he entered the virtual conference. He said “I didn’t know how it was going to work, I didn’t know what they (other participants and booth representatives) were going to do, I didn’t know if I was going to go in and click a button or be, um, approached by an individual or whatever, but, ah, I thought something like that would happen and none of that happened”. In this way, Jo and Chuck could not and did not “carve out” (Weick 1995, p. 33) aspects of reality to try to make sense of the world. Unable to bracket, frame, or label their sensemaking events, these participants’ experiences of sensemaking were in the present, not in reference to the past as Weick contends in his concept of retrospective sensemaking. In summary, my model of sensemaking in virtual environments has challenged three of Weick’s seven central concepts. Firstly, I argue that sensemaking in the virtual conference was not social because participants could not model their own conduct on the conduct of others (real or imagined). Secondly, I argue that sensemaking in the virtual conference was not focused on and by extracted cues because those simple, familiar structures (be they interpersonal, social, or cultural) were unavailable to participants. Thirdly, I argue that in the virtual conference sensemaking was not
  • 41. 36 necessarily retrospective because participants were not able to bracket, frame, and label events in Weickian fashion; instead participants experienced their sensemaking episodes in situ. Through these challenges I contend that sensemaking processes in the virtual conference were self-referential and largely independent of the context in which the sensemaking episodes occurred. I term this phenomenon introspective sensemaking. 5.6 Introspective sensemaking The new phenomenon of introspective sensemaking is the culmination of the findings so far. Introspective sensemaking is characterised by participants’ (1) inability to access external cues (be they technical, interpersonal, visual, social, or cultural) and (2) tendency to look inwards to find answers to questions, even if they have the option and ability to reach out for external cues to help them make sense of and act in the virtual environment. Firstly, as discussed extensively above, the virtual conference environment was not forthcoming with external cues to feed into the participants’ sensemaking processes. As Chuck said, “you were thrown in the deep end and told to swim”. Secondly, and more importantly, the interviewees were unanimously reluctant to approach people in the conference even if they needed help and were experienced with the tools with which to get that help. This tendency may be explained in part by the following. When questioned about the lack of cues (such as social prompts and catalysts for interaction) provided by the technology and conference organisers, most interviewees were not critical of the conference for not providing these cues. Instead they criticised themselves, suggesting that they could have better prepared themselves for the conference by contacting other participants and familiarising themselves with the technology before the conference started. As Ted said, “I view my (lack of engagement) as a function of my lack of initiative more than anything else”. This was a sentiment shared by all four interviewees, further
  • 42. 37 evidencing the inward-looking tendencies of participants when making sense of the virtual environment, that is, introspective sensemaking. It is clear that Weick’s model of sensemaking did not entirely hold true in the virtual conference. Not only did the sensemaking models (Weick’s and my own) differ significantly, some of the key premises that underpin Weick’s theory have been brought into question in relation to virtual environments. Also, a new phenomenon, introspective sensemaking, has emerged. Now follows a discussion of some unique facets of the virtual conference that underpin these findings. 5.7 Facets of the virtual conference that support introspective sensemaking During my research I identified some unique facets of the virtual environment that make it distinct from the real world. Upon final analysis, three of the initial eight identified facets (mentioned in my data analysis) emerged as being prevalent and support the findings explained above. 1. Partial presence The experience of being present in the virtual conference was distinctly different to being present at a real conference. Firstly, participants were simultaneously in the virtual environment (in the conference website) and in the real word (sitting at a computer) at the same time. The implication of this was that it was not possible for participants to be 100% present in the conference; they could not leave their physical bodies behind in order to be fully immersed in the virtual world. Participants were semi-engaged in the conference, completing tasks in the real and virtual world at the same time, for example taking phones calls while watching a conference video. As Max said, attending the conference “was part of a portfolio of things I was doing that day”.
  • 43. 38 In terms of how the presence of another person was perceived in the virtual conference, a participant could only gauge if the other person was ‘there’ based on the other person’s status in the Roster view (see Screenshot 4). However, the other person’s presence was confirmed only when the other person actually did something, for example, responded to a text chat message. Put another way, participants had to act in a way that was visible in order to be seen by other participants. As such, if a participant was not acting they were, in fact, absent, even if their status said they were ‘Available’. This active presence was the only kind of presence possible in the virtual conference, and this was a point of discussion in the interviews. For example, Chuck stated that attempting to clarify a point in the virtual environment required numerous rounds of questioning, which could come across as interrogation. Chuck’s point was reiterated by Max who said that text chat “certainly brings about the fact that you have to be more concise”. The implication of partial presence for sensemaking in the virtual conference was that breakdowns in communication cycles were common. In the virtual conference, true presence was momentary at best and this undermined the shared sensemaking processes of participants; that is, there was limited capacity to sustain a collective sensemaking episode between them. Even if two participants in a conference room perceived that they themselves were present in the conference, they may have perceived the other to be absent. This perceived absence of others led participants to introspective sensemaking. 2. Disembodiment In the real world physical cues are often subconscious and communicated without the participants’ knowledge. “Our embodied concerns so pervade our world that we don’t notice the way our body enables us to make sense of it” (Drefus 2001, p. 19). In the virtual conference, participants were disembodied, that is, divorced from their physical selves and could not
  • 44. 39 communicate or perceive meaning, subliminally or explicitly, with their voice, eyes or hands. To compensate for this disembodiment participants had to act in overt and direct ways to get the attention of and communicate with others, a point which is reminiscent of the concept of active presence described above. Jo observed the overt nature of presence and communication in the virtual conference that resulted from disembodiment when she said, “in a real room your body language tells you what you want. You don’t have that online … You have to make an interaction; it’s a deliberate interaction”. Unlike in the real, embodied world, immediate nonverbal feedback was absent from the virtual conference. This resulted in participants acting on unchecked interpretations of aspects of their reality. For example, Chuck became impatient when he was not approached in the booth by the company representative (as he would have expected to be in a real conference) and immediately assumed that the representative was incompetent. As such, his action was to leave the room, perhaps without giving the representative enough time to register that he was actually in the booth. As my findings have suggested, Chuck was reluctant to seek out external cues to help confirm or deny his assumption and did not do so. Instead he relied on introspection to make sense of and act in the virtual environment, that is, introspective sensemaking. 3. No known etiquette/norms In a real conference there is an implied set of social norms that people follow - participants do not speak over the top of the key note speakers, people do not generally leave a presentation halfway through, and the evening function is the time to approach people and network. In the virtual conference these rules of engagement were ambiguous or nonexistent. As a result participants asked themselves questions which, in the real world, would be taken for granted: Is it ok the leave a room if I’m bored? Can I start a chat with just anyone? How should I approach the
  • 45. 40 speaker if I have a question after their key note speech video? Some participants seemed to carry their understanding of real world conference etiquette into the virtual context, for example Jo, who said “I kind of felt like these people were sitting around waiting for someone to talk to and I really didn’t want to, but I was kinda wondering if it was rude to just ignore them”. Others felt less accountable to their peers, such as Ted who said that, unlike in a real conference, “I don’t have to sit by the door at a presentation and then discreetly duck out. You know, I can just click out”. As demonstrated above there were clear discrepancies between what participants considered to be acceptable or polite in the virtual conference. Under these conditions participants experienced uncertainty and ambiguity. This highlights that the subconscious, shared understandings and ‘taken for granteds’ that people use to maintain flow in real world environments were unreliable in the virtual conference. With no external cues or known etiquette to rely on, participants could only turn inward for stability and thus experienced introspective sensemaking. The three unique aspects of the virtual environment identified above have reinforced the findings of this study, specifically the phenomenon of introspective sensemaking. Firstly, presence in the virtual environment was partial. Thus, active presence was the only kind of presence possible in the virtual conference, which meant that participants perceived others to be largely absent. Secondly, participants in the virtual conference were disembodied from their physical selves, which meant that immediate, nonverbal feedback was not available to them, leading to a dependency on self-reference to make sense of and act in the virtual environment. Finally, there was no known etiquette or norms apparent in the virtual conference, which also influenced participants to turn inwards for a social benchmark from which to operate, that is, introspective sensemaking.
  • 46. 41 6. Discussion The aim of this study was to investigate how sensemaking occurs in virtual environments compared to how sensemaking occurs in the real world. The results of my investigation make a two-fold contribution to the field of sensemaking. Contributions The key contribution of this study to the field of sensemaking is the development of a model of sensemaking processes in virtual environments, which does not currently exist in the literature, including a new phenomenon: introspective sensemaking. While a few studies have applied Weick’s model to the virtual environment mine is the first to examine sensemaking in virtual environments in and of its own right, and thus to identify key differences between sensemaking processes in the real and virtual worlds. There are distinct differences between Weick’s real world sensemaking model and my model of sensemaking in virtual environments, most notably that my model is confined to the initial enactment phase (it does not incorporate selection and retention). Further, the processes involved with enactment in the virtual conference differed to those in the real world sensemaking model. Specifically, framing, bracketing, and labelling of an event in the virtual conference did not occur according to Weick’s real world model. Instead, sensemaking occurred in situ as evidenced by participants’ inability to articulate their sensemaking events. I have termed this type of sensemaking, which is unique to the virtual environment and also new to sensemaking literature, introspective sensemaking. This phenomenon is characterised by participants’ (1) inability to access needed information to solve problems and (2) tendency to look inwards to find answers to questions. Further, the introspective sensemaking phenomenon was found to be underpinned and supported by three unique facets of the virtual environment identified in the study: partial presence, disembodiment, and no known etiquette/norms.
  • 47. 42 The new model and phenomenon described above have extended and challenged Weick’s sensemaking theory beyond the traditional bounds of real world environments, hence the second part of my contribution of this study to the field of sensemaking. In relation to sensemaking in virtual environments, this study challenges three of Weick’s seven foundational concepts. Firstly, Weick argues that sensemaking is a social process, but introspective sensemaking is achieved, not by looking to others, but by constructing the other in one’s own image. Secondly, Weick states that sensemaking is focused on and by extracted cues from the external environment, but introspective sensemaking is inward-looking. Finally, Weick argues that sensemaking is retrospective, but introspective sensemaking is not backward looking; it occurs in the moment, in situ, in isolation from most external cues. In summary, my results do not dispute Weick’s theory altogether. Rather they show that Weick’s theory is not entirely valid in the virtual conference environment and reveal an alternative model of sensemaking specific to virtual environments. Implications This study has significant theoretical implications. It opens up a new avenue for sensemaking research within the spectrum of virtual environments, from the more simplistic to the highly sophisticated, for example, from Wikispaces to Second Life. Sensemaking in hybrid environments in which both virtual and face-to-face interaction is the norm may also be studied, for example, in global organisations where working remotely and teleconferencing as well as face-to- face meetings are employed. The evidence suggests that when researchers study sensemaking in virtual environments they cannot take Weick’s theory of sensemaking for granted. In other words, scholars must assess sensemaking in and of its own right within the context of the particular study. Moreover, as sensemaking processes that are unique to these contexts are discovered, Weick’s theory may become less relevant to discussions about sensemaking in virtual environments. Indeed,
  • 48. 43 a shift in academic thought from Weick’s sensemaking theory to a new approach to sensemaking in virtual environments may be required. The practical implications of this study impact creators, managers, and participants of virtual environments. Firstly, the difference between sensemaking in virtual environments and sensemaking in real world environments has practical implications for how people design and construct virtual environments. For example, the virtual conference in this study was designed and built on an assumption that providing text chat (and some other tools) would be sufficient to enable people to interact with each other. In actuality, participants required more than just the option and means to communicate – they required prompts, catalysts, and demonstrations, both technical and interpersonal, to be competent and comfortable enough to converse with others. For example, participants could have been automatically joined into a chat session when they entered a room. Secondly, management strategies need to be adjusted to accommodate the virtual sensemaker. For example, the conference organisers could have personally introduced people to each other, leading by example in demonstrating what was possible and socially acceptable in the virtual conference environment. This argument may be applied to many aspects of virtual organisation management such as leadership, motivation, work flow, and decision making. The theoretical and practical implications of this study suggest that if the impacts of the three unique facets of virtual environments (partial presence, disembodiment, and no known etiquette/norms) on sensemaking processes are reduced, participants will be better able to make sense of and act in the virtual environments. Firstly, if presence could be made less partial and more consistent, communications cycles may be sustained for longer and the opportunity to gain needed information and cues from others would be improved. This could be achieved by simple measures such as automating the ‘Available’ status to turn to ‘Not available’ if the participant is not active for
  • 49. 44 five minutes or so. Also, the organisers could educate people about active presence, informing them that in the virtual environment a participant needs to act in order to be recognised as present by their peers. As well, telepresence (an advanced type of video conferencing) could be used to enable people to see and hear the other participants in the conference, enabling participants to communicate with their bodies instead of with words only. This point leads to the second facet of virtual environments uncovered in this study, disembodiment. If participants could have more control over their identities, appearance, and movement within the virtual environment, they and their counterparts would have more cues to draw from in order to make sense of and act in the environment. Put another way, individuals could have a richer sensory experience and their visibility to others may be increased. The ultimate example of this is employing avatars, which are three-dimensional figures that people can embody in the virtual world. The use of an avatar interface, as opposed to text chat, could help participants feel and convey more complex thoughts and emotions in the virtual environment, and thus heighten their sensemaking experiences. The audio function would also allow participants to speak to each other in real time, helping them to communicate more effectively and establish shared meaning in a situation. Finally, if a set of norms or etiquette was established in the virtual environment then participants could operate from a shared social or cultural understanding. This understanding could help to reduce the sensemaking interruptions experienced by participants and help to maintain flow. To create shared norms and etiquette, organisers could educate participants about what is expected of them in the virtual conference. Further still, particularly in these early stages of virtual conference uptake, organisers could acknowledge the ‘elephant in the room’ - that everyone is new to this technology and most people are somewhat confused. Ted articulated these two points when
  • 50. 45 he suggested that organisers could say to participants “hey, this a fundamentally different way to engage with participants (which) … requires a different skill set and set of tools … To get the most value, this is what we suggest”. In this way the conference organisers could help facilitate improved communication and sensemaking processes for participants in the virtual environment. 7. Limitations and further research There are opportunities for further research based on the foundations I have laid in this study. Firstly, due to time and resource constraints I could only conduct my study in one virtual conference. While the Sustainability Virtual Summits – SmartICT was a logical choice that fitted the definition of a virtual world and provided insight into my topic, there is scope to conduct the same or similar study in other virtual conferences to extend and strengthen my results. Secondly, because the virtual conference was just one type of virtual environment among the spectrum available, my findings should be tested in other virtual environments with ranging technological capabilities, including hybrid technologies, as discussed earlier. The results could then be compared to both my findings and Weick’s theory, offering a more comprehensive picture of sensemaking in virtual environments. A further research opportunity exists to improve ways of selecting and constructing research methodologies to account for the unique challenges of virtual environments. For example, virtual ethnography is a new and relatively under-developed methodology and there is still more to discover about how adapting real world research methodologies to the virtual world affects the way in which questions are posed, data is collected, and results are reported.
  • 51. 46 8. Conclusion The aim of this study was to investigate how sensemaking occurs in virtual organisations compared to how sensemaking occurs in the real world. This study has shown, firstly, that the process by which people make sense of and act in a virtual conference, a type of virtual environment, is different to Weick’s real world model of sensemaking and, secondly, that introspective sensemaking is a phenomenon unique to the virtual environment. Both of these findings challenge Weick’s theory of sensemaking when applied to virtual environments. The contribution of this study to the field of sensemaking is two-fold: the development of a model of sensemaking processes in virtual environments, which are currently not well understood; and the consequent extension of sensemaking theory beyond the bounds of the real world. The implications of my findings refer to both theory and practice. Firstly, a new field of sensemaking research is created which includes the spectrum of virtual and hybrid real/virtual environments. In this new field scholars must give more consideration to how the virtual environment impacts both the design and outcomes of their research. Secondly, creators, administrators, and participants of virtual environments may strive to make the experience of sensemaking easier and richer by altering their approach to building, managing, and using virtual environments to better accommodate the unique needs of the virtual sensemaker. In conclusion, though my findings are confined to the virtual conference environment, they are substantial and deserving of further investigation. On a more philosophical note, an underlying assumption about sensemaking in virtual environments which became evident in my study may be questioned - that the richest sensemaking experiences occur in the most life-like virtual environments. Is making virtual environments more real the best way to improve sensemaking experiences in these environments? Should the technology be continually adapted to try to reproduce reality? And will we ever be able to create a
  • 52. 47 virtual environment so real that our real world sensemaking processes are fully satisfied? It seems to me that trying to make the virtual world real is an unachievable task. Instead of modelling the technology to suit our real world sensemaking tendencies, I believe that we too should adapt our behaviours to the technology to take advantage of virtual environments. Virtual technologies are already commonplace in organisations and new technologies will continue to be integrated into organisational practices. Therefore we should embrace, not try to negate, the unique features of virtual environments, such as partial presence, disembodiment, and lack of etiquette/norms. Instead of thinking of sensemaking in virtual environments as being inferior to Weick’s real world, externally focused sensemaking, let us seek to more fully understand the nature of introspective sensemaking and leverage its unique features to achieve outcomes not possible in the real world.
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