1. Introduction
At the brink of the fourth industrial revolution, knowledge work has become increasingly more important. Knowledge is the basis of innovation, which is needed to solve problems, seize opportunities and face the challenges that arise during the disruption of a revolution. As automation substitutes manual and routine labor, the productivity of our knowledge work becomes a limiting factor in our economies. Knowledge work is performed by knowledge workers (KWs) which “have high degrees of expertise, education, or experience and use this to acquire, create, share, or apply knowledge in their jobs” (
Óskarsdóttir et al. 2021, p. 1).
Drucker (
1999) stated over twenty years ago that knowledge worker productivity (KWP) was in a similar condition as manual worker productivity was in the beginning of the 20th century, before Taylor revolutionized it with scientific management. We have made some progress since, but the various frameworks, approaches and methods that have been developed to improve and manage KWP do not show consistent results or only tackle a part of the problem. There is a need for a holistic approach to a theory of KWP that considers the different facets of KWP and their interactions. There is an extensive amount of research in various fields that explore relevant factors to KWP, making this a difficult endeavor.
Óskarsdóttir and Oddsson (
2017) and
Óskarsdóttir et al. (
2021) suggest a holistic approach to KWP using soft systems methodology (SSM) to aid in descriptive theory building. According to
Carlile and Christensen (
2005), descriptive theory building consists of three steps: observation, categorization and association, which are iterated to formulate a theory that can be applied and improved in normative theory building. SSM has tools that are useful in these three steps when dealing with wicked problems. Wicked problems have many competing viewpoints, which change depending on new experiences or knowledge of individuals or groups. SSM was formulated by
Checkland (
2011) to explore these kinds of problems in industry, but
Óskarsdóttir and Oddsson (
2017) and
Óskarsdóttir et al. (
2021) are attempting to use the methodology to explore the problem situation of managing and improving KWP based on findings from previous research.
SSM consists of four activities: (1) finding out about a problem situation, (2) formulating purposeful activity models (PAMs), (3) debating the situation and (4) taking action for improvement.
Óskarsdóttir and Oddsson (
2017) executed the first activity and analyzed the problem situation of managing and improving KWP using extensive literature reviews on KWP challenges from both the perspective of the organization and the individual KW. Based on the review, they identified four problems from the perspective of the organization: information needs and knowledge interdependence; motivation, work engagement and health; organizational structure and changes; the nature of knowledge work. They also found that individual KWs experience the following problems as influential to their productivity: too much demand and insufficient resources, choosing what to do and how to do it, self-development, self-awareness, achieving and/or setting goals, performing to full potential, making thinking more productive, successful relationships, collaborations and motivation. The results were abstracted into simple rich pictures and specific root definitions of relevant systems. Building on the results of
Óskarsdóttir and Oddsson (
2017),
Óskarsdóttir et al. (
2021) executed the second activity in the SSM and formulated a PAM of the system from the perspective of the individual KW. A PAM is a conceptual model which is used to explore what activities need to be performed to achieve the purpose of the system by looking at it as a process (
Checkland 2011). The PAM in
Óskarsdóttir et al. (
2021, p. 4) was built by assembling and linking the activities relevant to “the process in which the KW uses resources to execute actions to create tangible or intangible artifacts with the intention of generating value”.
This paper executes the third activity in SSM, debating the situation, as well as using the findings to draft a descriptive theory of KWP. The purpose of the third activity in SSM, debating the situation, is to compare the PAMs created in the second activity with how others perceive the problem situation to initiate a discussion that highlights assumptions about the problem situation, finds accommodations among conflicting views and identifies actions for improvement (
Checkland 2011). There are multiple roles in SSM that can be invited to debate the situation, such as clients (those who initiate the study of the problem situation), problem owners (who give different perspectives of the problem situation) and problem solvers (those who want to do something about the situation) (
Checkland 1993). In this paper the PAM presented in
Óskarsdóttir and Oddsson (
2017) is debated from the perspective of the problem solvers using insights from a systematic literature review. The focus is on factors that are directly relevant to individuals and their work according to the PAM presented in
Óskarsdóttir et al. (
2021) but limited to the perspective of the individual KW.
This paper takes us a step closer towards a holistic theory of KWP by describing some of the factors and measures that an operationalized model of KWP should include regarding individual KWs and their work (see
Section 5). The draft of a descriptive theory of KWP is based on the results of the third SSM activity, debating the situation, where the insights from the systematic literature review are mapped to the activities in the PAM of the individual presented in
Óskarsdóttir et al. (
2021) (see
Section 4). The design of the research and execution of the literature review are detailed in
Section 2 below.
Section 3 highlights the discussions in each concept group which lead to the insights which are mapped to the PAM.
2. Methodology
The main purpose of this research is to contribute towards a theory of knowledge worker productivity (KWP). Theories provide a base which can be built upon. When it comes to KWP, there is no single integrated body of knowledge which can be used for analytical and empirical testing and applied to real-world problems. Knowledge and research relevant to KWP is distributed through multiple fields of study and at a high level of detail. There is a vast amount of existing literature that touches on factors that influence KWP. The first step towards a theory of KWP should, therefore, utilize the existing literature, extract the fundamental elements that affect KWP and explore how they work together from a high level of abstraction using a holistic approach.
This research uses soft systems methodology (SSM) to aid in the theory-building process proposed by
Carlile and Christensen (
2005). They split the theory-building process into two stages which are iterated through and build theories cumulatively: the descriptive stage and the normative stage. The descriptive stage is preliminary because researchers need to move through it to develop a normative theory which is based on careful field-based research. The descriptive stage consists of three steps: (1) observation, (2) categorization and (3) association.
Checkland (
2011) developed the SSM to deal holistically with wicked problems using systems thinking. It has four main activities which are iterated, each with its own set of tools to guide the inquiry into a problem situation towards an acceptable solution that is aligned with all viewpoints and does not intensify competing interests. The four main activities are: (1) finding out about a problem situation, (2) formulating purposeful activity models (PAMs), (3) debating the situation and (4) taking action for improvement. This paper builds on the results of
Óskarsdóttir and Oddsson (
2017) and
Óskarsdóttir et al. (
2021), which execute the first two activities of SSM when executing the third activity debating the situation.
Figure 1 shows the phases of this research in relation to the three steps of descriptive theory building and in which subsections they are discussed.
In the observation step of descriptive theory building, this research utilizes a systematic literature review to explore how the existing literature deals with KWP (see
Section 2.1). In the categorization step, concepts are extracted and categorized into groups relevant to the individual and insights created from each group (see
Section 2.2). To aid in the association step of descriptive theory building, the third activity in SSM is executed: debating the situation (see
Section 2.3).
2.1. Systematic Literature Review
A systematic literature review search was executed on the Web of Science in May 2021. It searched for papers with a topic that touched on approaches, frameworks, tools, or models which aim to tackle the productivity, performance, effectiveness, efficiency, or management of knowledge workers (KWs). The search resulted in four hundred and seventeen papers, of which one hundred and fifteen papers were selected by title and abstract review. If the title and abstract was relevant to knowledge worker productivity (KWP) and not too focused on one profession, the paper was included. Case studies were excluded, even though they give good insights, to limit the scope to a more general discussion on KWP. Seventeen papers were not available, so ninety-seven papers were read to extract information about approaches, frameworks, tools, or models relevant to KWP. The search term can be found in
Table 1. The search term is in the advanced search query format used in the web of science.
Each paper was read by one researcher who filled out a data extraction spreadsheet where the main theme of each paper was identified and concepts relevant to the productivity, performance, effectiveness, efficiency, or management of KWs extracted. These concepts in the data extraction spreadsheet were then grouped together by theme. Twelve groups were formed. Six groups contain concepts that are directly relevant to individual KWs and their work: organizational commitment and engagement, communication and relationships, personal characteristics and development, personal knowledge management, well-being and job satisfaction and task approach. Six groups contain concepts relevant to the structure, initiatives and environment of the organization in which the KW works: internal marketing, job design, knowledge management, management approach, work climate and measuring productivity. This paper only moves forward with the six concept groups directly relevant to the individual KW and his/her work.
Figure 2 shows the main themes identified in the ninety-seven papers. To simplify, each paper was only allowed one main theme.
Around 40% of the papers, in total 38 papers, had the main theme innovation and working with knowledge. Older papers were more focused on knowledge management and information communication technology (ICT), while newer papers shifted their focus more to personal knowledge management and innovation performance. Even though human resource management practices was the second most popular theme, only 13 papers discussed this theme. These papers detailed, for example, studies on what human resource management practices were being used in some specific context, how specific strategies affect performance or how different strategies work with different job characteristics or in different work climates. The third and fourth most popular themes were management strategies and retaining workers, commitment and engagement, with 12 and 10 papers focusing on these themes, respectively. Other themes, which fewer than ten papers address, are measuring productivity, organizational performance, task approach, work climate, health and well-being and decision making.
Seventy-eight of the ninety-seven papers in the literature review touched on concepts grouped into the six concept groups directly relevant to individuals and their work: organizational commitment and engagement, communication and relationships, personal characteristics and development, personal knowledge management, well-being and job satisfaction and task approach.
Table 2 shows these groups and some examples of concepts from the papers in each group. The list of concepts in
Table 2 is not exhaustive but does give an idea of how the groups were formed.
Figure 3 shows how many papers addressed concepts in each group.
Most papers discussed concepts belonging to more than one group. The most popular group was communication and relationships. Forty-eight papers discussed concepts from that group. A close second was the group personal characteristics and development, which was discussed in forty-six papers.
2.2. Data Extraction and Insight Creation
The papers that addressed concepts in each group were read again to extract the main ideas relevant to the group’s theme and concepts and explore the association between the concepts within the group and how they influence the productivity of the individual KW according to the papers. This resulted in a summary of the main ideas relevant to the productivity of the individual KW for each group. From each summary, key insights were formulated from inferences made from the literature in each group. The key insights attempt to combine and abstract the main ideas to simplify and highlight associations that are likely important for the management and improvement of KWP. The results of this work are presented in
Section 3.
2.3. Debating the Situation towards a Holistic Framework
Óskarsdóttir et al. (
2021) explored the problem situation of managing and improving KWP by executing the second activity in the soft systems methodology (SSM). They formulated a purposeful activity model (PAM) of the system for the individual KW defined in the first activity in SSM, analyzing the problem situation, which was performed in
Óskarsdóttir and Oddsson (
2017). The PAM proposed by
Óskarsdóttir et al. (
2021, p. 4) describes the activities that the individual knowledge worker (KW) engages in when using “resources to execute actions to create tangible or intangible artifacts with the intention of generating value”. These are the activities needed for the system to achieve its purpose of generating value for the individual himself/herself, the organization he/she works for and the community at large.
The third activity in SSM, debating the situation, compares how others view the problem situation with that captured in the PAM. To debate the situation, the insights gained in the literature review are mapped to the PAM presented in
Óskarsdóttir et al. (
2021). Debating the situation provides opportunities to rethink a situation, identify actions that can be taken to improve it and highlight assumptions about the situation. The mapping highlights what factors affect which activities and how. Therefore, it gives an idea of why these factors are important, how they affect the activities and where further study is needed to support the worker in his/her activities.
The insights from the literature review and the activities from the PAM are then used as building blocks in a draft of a holistic KWP framework as a step towards a descriptive theory of KWP. Keywords are extracted from the mapped PAM and grouped together to formulate a holistic KWP framework with factors relevant to the individual KW. The next section discusses the results of the data extraction and insight creation, followed by the sections which present the mapped PAM and the draft of a descriptive theory in the form of a holistic KWP framework.
4. Debating the Situation
To debate the situation, the insights gained in the literature review above were mapped to the PAM presented in
Óskarsdóttir et al. (
2021). The aim of mapping the insights from the systematic literature review was to take a step closer to a holistic and operationalized model of KWP. The mapping highlights what factors affect which activities and how.
Figure 4 below shows the insights mapped to the PAM, but first let us start with a walkthrough of the figure by discussing the insights from each group and to which activities they are mapped.
There were four insights gained from the concept group personal characteristics and development (PCD). PCD1 describes the intended outcome of preferred behaviors of workers. It is less clear what these preferred behaviors are, but the literature agrees that they should lead to the willingness to succeed at challenging tasks, helping others without expecting anything in return and making positive attributions to attain success without overcoming adversity and giving up. PCD1 also mentions some factors that influence these preferred behaviors such as psychological capital, which consists of efficacy, resilience, hope and optimism and engaging in organizational citizenship behaviors. Role identity, how the individual sees himself/herself in work, affects how they perceive causations, which in turn affects intentions for future behavior. The individual’s social identity, whether the worker has a sense of unity, trust and belongingness within the organization, can positively impact these preferred behaviors. PCD1 is, therefore, mapped to both actions and awareness because it touches both how the worker sees himself/herself in work through appreciating personal resources, competences and what is value for himself/herself and the organization, which affects how he behaves and identifies actions which contribute to value creation, evaluates what he needs for those actions, selects them and executes the actions.
PCD2, PCD3 and PCD4 are all mapped to appreciate personal resources. PCD2 is about motivation towards engaging in preferred behaviors, which are influenced by an individual’s motives and motivators. Motives are elements of personality that drive the behavior shown, while motivators can both be internal and external, such as personal growth, operational autonomy, task achievement and financial incentives. PCD3 describes how the different spectra of orientations, influenced by cultures, experiences, personality and personal value systems of individuals, affect behaviors shown. The organization needs to find the appropriate orientation combination that takes into account the person–job–environment fit, which leads to preferred behaviors. When appreciating personal resources, the worker can gauge his/her level of motivation, motives, motivators and orientations using self-awareness, which helps him/her recognize whether there is a person–job–environment fit. PCD4 states that to drive KWs towards engaging in preferred behaviors, organizations should be aware of the motivators of individual workers to motivate them towards organizational goals and support the workers in personal development.
There were three insights gained from the concept group well-being and job satisfaction (WJS). WJS1 describes the level of well-being in the form of emotional and physical state and feeds directly into appreciate personal resources in the PAM. The level of well-being can range from happy, with predominantly positive feelings, through neutral to burnout, with high levels of emotional exhaustion and health problems. By appreciating personal resources, KWs become more aware of their level of well-being and the influence of the person–environment fit, individual factors such as attitudes, behaviors, personalities and coping processes and organizational factors including how he/she perceives them. WJS2 describes the level of job satisfaction, which is a subset of well-being where the emotional state results from the perception of fulfillment in one’s job, where the individual’s interests and needs are aligned with what the organization provides. The level of job satisfaction is influenced by motivating factors, such as personal growth, achievement and recognition and the presence of hygiene factors, such as salary, physical environment and support. Because of this alignment with what the organization provides and influence by the presence of hygiene factors, the level of job satisfaction is mapped to awareness and not just appreciate personal resource, such as well-being. The KW needs not only to appreciate his/her personal resources but also what is value for the KW himself/herself to identify his/her interests and needs to align with what the organization provides, as well as appreciate what is value for the organization, appreciate competences and appreciate information sources to be able to contribute to organizational goals and fulfill that need of achievement and recognition. The last insight in the well-being and job satisfaction concept group, WJS3, goes into what the organization can do to influence the level of well-being and job satisfaction of their workers. These are interventions such as ensuring a perception of organizational support, ensure feelings of belonging and trust and cultivating a culture of transparency, collaboration, honesty, flexibility, commitment and professionalism. It is also mapped to awareness because the KW experiences these interventions through their appreciation of what they perceive as valuable to the organization and their appreciation of the availability of information sources through, for example, the collaboration and helpful behaviors of colleagues.
There were two insights gained from the concept group communication and relationships (CR). CR1 is about relationships which are built on shared experiences and foster feelings of belonging and trust, which aids in the creation of mental models and the willingness to engage in organizational citizenship behaviors. Shared mental models based on shared experiences are necessary for knowledge transfer. CR1 is, therefore, mapped to acquire and maintain information sources. Building relationships are a way to acquire and maintain information sources. CR2 is about how the intent of communication depends on the interplay of the level of personal gain of the communication and the level of organizational gain of the same communication. CR2 is, therefore, mapped to appreciate what is value. What the KW experiences as value for himself/herself gives the KW an idea of the level of personal gain of the communication and the KW’s interpretation of what the organization perceives as value gives him/her an idea of the level of organizational gain of the same communication. Organizational culture and reward systems impact the alignment of these two aspects.
There were four insights gained from the concept group personal knowledge management (PKM). PKM1 is mapped to appreciate competences as it describes absorptive capacity, which is a competence that dictates an individual’s ability to work with knowledge. It is the KW’s capacity to sense, collect, organize, process and maintain information. PKM2 describes a combination of attitudes that influence personal knowledge management: proactiveness, sharing, transparency, formality and expanding horizons. PKM2 is mapped to both appreciate personal resources and value contribution. The KW needs to appreciate his/her personal resources to identify his/her attitude towards working with knowledge and be aware of how it affects his/her behavior. A KW’s willingness to actively seek out knowledge, utilize it and distribute it to collaborate with others (proactiveness and sharing) as well as a KW’s willingness to use formal patterns of communication, such as policies, manuals, reports and document archives and disclose negative information to build relationships and teach others (formality and transparency) are crucial for the activities communicate results of actions to relevant parties and share knowledge acquired while executing actions in value contribution. The attitude of expanding horizons, constantly researching about the future of the KW’s work and career so that the KW can better predict and adapt to changes, is part of evaluating whether actions created value.
PKM3 states that the KW engages in the practices of knowledge reuse and social learning to appreciate and utilize information sources. It is mapped to appreciate information sources and actions. Knowledge reuse and social learning is used in the activities evaluating competences and knowledge needed for actions, evaluate effort needed to execute actions, select actions and executing actions exerting effort in actions. Reusing knowledge in new situations, projects, or problems usually takes more effort than using previous knowledge, so it affects the evaluation process when selecting actions. Knowledge reuse is then used when executing the actions that require the codified information to be reused. Social learning is inherently social and relies on both strong and weak relational ties. So, it also affects the evaluation of knowledge needed and effort, because for social learning to occur, it requires access to the person, within or outside the organization, with the relevant expertise. The activity of appreciate information sources is important to recognize where codified information can be accessed and what strong and weak social ties the KW has access to for information and relevant knowledge. PKM4 states that the KW engages in the practice of social networking to acquire and maintain his/her information sources. Social networking is the long-term and purposeful practice of building and maintaining social infrastructures, which gives a KW a sense of identity and social capital that can be tapped for social learning.
There were three insights gained from the concept group task approach. TA1 is about the inherent drive of KWs by heuristics to manage risk/reward when prioritizing tasks and getting things done. This inherent drive affects the evaluation of effort needed, decision making regarding actions and how the KW perceives the value created by his/her actions. It is, therefore, mapped to both evaluate whether actions created value and the activity group actions. TA2 is also mapped to the activity group actions. TA2 is about time management skills and how they should be used to minimize task reconfiguration costs by arranging tasks and creating strategies to deal with interruptions.
There were four insights gained from the concept group organizational commitment and engagement (OCE). Two of them can be mapped to the activities grouped under awareness, OCE1 and OCE4. OCE1 is about optimized commitment and requires the KW to internalize organizational goals, norms and values to get a sense of belonging and identify with the organization so that the KW can exhibit preferred behaviors that enhance the organization’s interests. The KW does this through the activity of appreciating what is value, both for himself/herself and the organization. OCE1 also emphasizes that it is imperative to find an optimized commitment level where it does not overexpend the personal resources of the worker. Too much affective commitment in an environment that does not meet the needs of the KW can lead to an imbalance between effort and rewards. An imbalance between effort and rewards can cause emotional exhaustion or distress and health problems. The KW needs to appreciate his/her personal resources to set boundaries and communicate his/her needs so his/her personal resources are not overexpended by his commitment to the organization. OCE4 highlights that a KW’s engagement level fluctuates depending on situational factors and personal resources, which the KW needs to be aware of to utilize engagement to complete work. OCE2 brings attention to what the organization can do to support KWs in managing their personal resources. Organizations should invest in their workers, design jobs sufficiently to reduce role ambiguity and conflict and cultivate a collaborative learning environment in where the worker perceives support. OCE3 describes how the KW experiences engagement through his/her level of vigor, absorption and dedication, which impact his/her experience and the quality of the work performed when executing actions exerting effort.
Figure 4 shows all these insights mapped to the PAM.
From the mapping, it seems that there are some gaps in the literature found in the systematic literature review. Most of the insights tackle activities related to acquiring the input, which are listed under awareness and personal aspects. Very few insights target the activities used in the transformation process, which are grouped into actions. Only two of those activities are about practices or skills that the KW utilizes when getting things done, PKM3 (practices of knowledge reuse and social learning) and TA2 (time management skills). The other three insights that target actions describe attributes or states of individuals which affect how they accomplish things. Only one insight, OCE3, targets a specific activity within actions. OCE3 describes the engagement level of the individual which directly affects execute actions exerting effort.
Even fewer insights were mapped to the activities relevant to generating target outcomes, which are grouped under value contribution. PKM2 is mapped to value contribution because it describes attitudes towards working with knowledge, which include the willingness to be proactive, share, be transparent, follow formal processes and expand horizons. These attitudes should have a positive influence on behaviors such as communicating results of actions to relevant parties, share knowledge acquired while executing actions and evaluate whether actions created value. TA2 is directly mapped to evaluate whether actions created value because it describes the natural heuristics to manage risk and rewards, which can drive an evaluation of whether an action was worth taking and whether it is worth taking again. Even though most of the insights are mapped to activities grouped in awareness and personal aspects, there is one activity that no insight is mapped to: the activity acquire and develop competencies. The literature found in this systematic literature review focused on problem solvers did not tackle the acquisition and development of competencies.
The next section takes the insights from the literature review and the activities from the PAM and uses them as building blocks in a draft of a holistic KWP framework as a step towards a descriptive theory of KWP.
5. Towards a Holistic Knowledge Worker Productivity Framework
Keywords were extracted from the mapped purposeful activity model and grouped together to take a step towards a holistic knowledge worker productivity (KWP) framework. Most of the keywords were connected to the state of the individual knowledge worker (KW), while the rest of the keywords were related to the work done by the KW. The proposed holistic KWP framework therefore consists of the state of the individual KW, the work done and how they influence outcome. Before presenting the proposed KWP framework, let us dive deeper into the components of the framework, starting with the state of the individual (see
Figure 5).
The literature review showed that there were eight important levels that make up the state of the individual KW relevant to KWP. Level of well-being, personal resources (physical, psychological, cognitive and social), engagement, motivation, absorptive capacity (sensing, collecting, organizing, processing and maintaining information), willingness (proactiveness, sharing, transparency, formality and expanding horizons), job commitment and job satisfaction.
Figure 5 shows these levels as axes in a radar chart. The red area shows the undesirable state of each level, while the green area shows the desirable state. In most of these levels it is desirable to maximize them, but for job commitment and willingness, it is rather desirable to find an optimal level. Too much job commitment can make a worker more hesitant to set boundaries, which can lead to a worker draining his/her personal resources. Low levels of personal resources can lead to exhaustion and other health problems dragging the level of well-being down, which also affects engagement and job satisfaction. In the level of willingness, which consists of the attitudes of proactiveness, sharing, transparency, formality and expanding horizons, it is also important to find the optimal level. For example, it is important that a worker is proactive and finds novel solutions to old problems, but sometimes it is more important that the worker does what is expected of him/her.
Around the radar chart are some of the factors identified that influence these levels and the state of the individual KW. Seven of these factors are internal: psychological capital (efficacy, resiliency, hope and optimism), heuristics to manage risk/reward, identity (social and role), individual factors (e.g., personality, personal value system, orientation combo, coping processes, experiences and behaviors), motives and motivators, interests and needs and expectancy. These are yellow in
Figure 5 and are factors pertaining to the individual himself/herself. Five factors are external and influence the state of the individual KW through interactions and how the KW perceives his/her environment and others around him/her. These are blue in
Figure 5. The external factors are organizational hygiene factors (e.g., salary, reward system, job design and support), organizational climate (e.g., physical environment and psychological safety giving feelings of belonging and trust), organizational culture (e.g., transparency, collaboration, flexibility, honest, commitment and professionalism), situational factors and relationships.
Figure 5 shows the state of the individual component.
Now, let us look at the work done component of the framework (see
Figure 6). In the middle, there is a flowchart with the main activities the KW engages in to completing work: identify actions, evaluate competencies and knowledge needed, evaluate effort needed, select actions and execute actions. Around this process are factors that influence it. There are six internal factors pertaining to the KW himself/herself: personal knowledge management, absorptive capacity, time management skills, evaluation of personal gain, awareness (appreciate value, personal resources, information sources and competencies) and personal development. There are three external factors that influence the KW in completing work: job design, relationships and networks and communication.
Figure 7 shows these two components, how they interact, how they are connected to the organization and how they influence outcome. The state of the individual KW is at the top of the framework and interacts with all the other components. From the state of the individual KW, intuition for decisions and evaluations flows to the work done component (the yellow arrow). The state of the individual KW affects how the KW evaluates effort and competences and knowledge needed for actions and makes decisions on what actions to execute. The state of the individual KW component touches on factors such as how the KW perceives the organizational climate and culture, identifies with his/her role within the organization and whether what the organization provides fulfills his/her needs and perceived expectancy, which dictates the person–job–environment fit of the KW within his/her organization (the blue arrow leading towards the organization component). The state of the individual KW also influences whether the KW engages in preferred behaviors, including organizational citizenship behaviors (the green arrow leading to outcome).
There are two arrows flowing from the work done component, procrastination (pink arrow) and relevant work done (green arrow). There is always some work that does not create any value which flows out in the procrastination arrow, but the relevant work done arrow splits into three depending on whom it creates value for. The arrow is widest towards value for the individual but becomes thinner when flowing to value for others in the social system and the organization. This is because most of the relevant work done creates value for the individual, while some of the relevant work done creates value for others in the social system and the organization. This highlights the need for the organization to align what they perceive as value with what the individual perceives as value to maximize their benefit of the work performed by the KW. The value created for the organization should fulfill organizational objectives (the blue arrow flowing to the organization component).
Since this research has just looked at the literature regarding individual KWs, the organization component does not have any detail. A next step in the research should be to look at KWP from the perspective of the organization and identify factors that influence KWP. The limitations of this research as well as possible future research are discussed in the next section.
6. Discussion and Conclusions
This research resulted in a draft of a holistic KWP framework describing components and factors that influence knowledge worker productivity (KWP) relevant to individual KWs and their work. The framework was developed from interpretations and inferences made from a systematic literature review and the purposeful activity model proposed by
Óskarsdóttir et al. (
2021). The main components of the conceptual framework were the state of the individual knowledge worker (KW), work done and outcome. Outcome of relevant work can be value for the individual KW, others in the social system and the organization. It is human nature to gravitate towards creating value for oneself, therefore, the organization needs to align their needs with what creates value for the individual KW to maximize value contribution towards their organizational goals and objectives. This can be conducted by influencing the state of the individual KW, through external factors such as reward systems, culture, support and relationships to guide the KW towards engaging in preferred behaviors such as organizational citizenship behavior. The state of the individual KW also affects the KW’s intuition when evaluating work and making decisions.
The state of an individual KW in the conceptual framework was indicated by eight levels: level of well-being, personal resources, engagement, motivation, absorptive capacity, willingness, job commitment and job satisfaction. There were seven internal factors identified that influence this state and five external factors. They were psychological capital, heuristics to manage risk/reward, identity, individual factors, motives and motivators, interests and needs, expectancy, organizational hygiene factors, organizational climate, organizational culture, situational factors and relationships. The work done component included the main activities the KW engages in to completing work as well as six internal factors and three external factors that influence the KW’s work. These factors are personal knowledge management, absorptive capacity, time management skills, evaluation of personal gain, awareness, personal development, job design, relationships and networks and communication.
The hope was to draw up a draft of an operationalizable model of KWP concerning the individual that could be tested. However, the systematic literature review resulted mostly in more what factors that influence KWP. The search term used filtered for approaches, methods, frameworks, tools, or models which aim to tackle the productivity, performance, effectiveness, efficiency, or management of KWs. The expectation was to extract how the existing literature is dealing with KWP from the perspective of the individual. The lack of operationalizable how elements extracted from the literature means that more steps need to be taken before an operationalizable model of KWP can be proposed. Therefore, a draft of a holistic KWP framework was drawn up instead as a step towards a holistic operationalizable model of KWP. The framework highlights indicators and activities that are connected to the productivity and performance of the individual KW as well as identifying factors that influence these indicators and activities. This gives an idea of what an operationalizable model should consider. Additional study is needed into how each factor influences the state of the individual KW and work done as well as the interactions between the factors and the different levels of the state of the individual. This could be carried out by executing more specific literature reviews on these factors and utilizing causal diagrams to explore the interactions.
For example, the systematic literature review did not catch important literature regarding well-being, ergonomics, the influence of the physical environment and stress. Only two papers had the theme of health and well-being in the ninety-seven resulting papers in the literature review. In the seventy-eight papers that touched on concepts relevant to individual KWs and their work, there were twenty-eight that discussed concepts in the group well-being and job satisfaction. However, only sixteen of these papers mention well-being or stress and most of them only once. It seems that research on these topics is not connected to approaches, methods, frameworks, tools or models regarding performance and productivity.
The problem situation of managing and improving KWP, as captured by the purposeful activity model (PAM) of a system for the individual KW in
Óskarsdóttir et al. (
2021), was debated by mapping the key insights from the systematic literature review to the PAM. Debating the situation is the third activity in the soft systems methodology (SSM). The mapping highlighted what factors affect which activities in the KW’s process of transforming resources to tangible and intangible artifacts with the intention of generating value. It also indicated the different associations between the factors and the activities. It was clear from the mapping that there are gaps in the literature found in the systematic literature review. As mentioned above, there was a lack of practical approaches that could be applied directly to the management and improvement of KWP. Few of the insights tackled how an individual KW would carry out an activity even though the systematic literature review was designed to target problem solvers. Very few insights mapped to the activities connected to the transformation process itself. It seems that very few researchers are tackling how because they are still making sense of what influences KWP.
Most of the insights focused on the state of the individual KW and how that state influences work done through the activities required to acquire the input (resources) used in the transformation process. Such resources include an appreciation of what is value, personal resources, information sources and competencies. It was curious that none of the insights mapped to the activity acquire and develop competencies, even though it is part of the activities required to acquire the input. It causes one to think whether research that tackles in some way the acquisition and development of competencies of the individual KW is not connected to productivity, effectiveness, efficiency, management, or performance or whether that kind of research does not result in approaches, methods, frameworks, tools, or models. It also seems that discussions about concepts regarding individual KWs and their work do not focus much on the activities required to generate the target outcome (value). From the findings in this systematic literature review, it seems that the focus is more on the efficiency of the KW rather than on the effectiveness. Finding and maintaining the optimal state of individuals so that they can get more done and engage in more preferred behaviors does not necessary lead to more value contribution but probably leads to more efficiency in accomplishing things.
The next step in this research should be to explore the problem situation from the perspective of the organization as a problem owner by creating a PAM of a KWP system for the organization and debating it by mapping key insights from the six groups identified in this systematic literature review relevant to the structure, initiatives and environment of the organization. The observations, categorizations and associations gained from applying the SSM to another problem owner should result in more building blocks for a theory of KWP. The draft of a holistic KWP framework could then be expanded by the insights and activities identified in the SSM process for the organization. When both perspectives of the organization and the individual KW are accommodated in the draft of a holistic KWP framework, the next steps towards an operationalizable holistic KWP model can be taken. There is a need to delve deeper into the many levels, factors and associations in the draft of a holistic KWP framework to figure out how to measure and manage them. Being able to measure progress towards a targeted outcome is imperative when attempting to improve a problem situation.
Many jobs today are predominantly knowledge work. This makes organizations dependent on value created by KWs. There are approaches, frameworks and methods being used to manage and improve KWP. Most of these approaches have been developed by the organizations themselves to solve numerous problems they face regarding KWP. These approaches cannot, therefore, be found in the literature on current research. It would be pertinent to enhance this research by studying the approaches being used in varying organizations to expand a theory of KWP with insights from the industry. Many of the initiatives taken to improve and manage KWP give unpredictable results and depend on factors that are often hidden and unknown. It is important to find a holistic approach to improve and manage KWP that gives consistent results across many different organizations. The objective of this research was to shed light on these factors and draw up a holistic view of the individual KW at work to expand our understanding of why these initiatives give unpredictable results and take a step towards consistent KWP.