Environmental sensing, strategic-orientation evolution, and founding imprint: Rethinking strategic fit in dynamic capabilities research
提出一个概念模型，解释战略导向与环境感知如何通过递归过程共同演化以建立和重建战略匹配，并引入战略导向调整概念，联系创始印记的消退与重现，说明组织如何应对环境压力并调整战略导向。
We contribute to the dynamic capabilities perspective by proposing a conceptual model that explains how strategic orientation and environmental sensing co-evolve in a recursive process of establishing and reestablishing strategic fit. Organizations engage in environmental sensing to identify sources of environmental change and, if required to respond, make decisions that align with their strategic orientation. We introduce the concept of strategic-orientation adjustment, linked to the receding and resurfacing of an organization’s founding imprint, to explain how organizations respond to environmental pressures and adapt their strategic orientation. Our model offers novel insight into the dynamics underpinning the interplay between environmental sensing and the evolution of strategic orientation. Building on the literatures on organizational history and the microfoundations of dynamic capabilities, our article offers an alternative perspective to the configurational view of dynamic capabilities, strategic orientation, and strategic fit. We illustrate our theory using the cases of pioneering electric guitar-making companies Gibson and Fender.