selecting expatriates
TRANSCRIPT
Selecting expatriates for increasingly complex globalassignments
Michael HarveyMichael F Price College of Business University of Oklahoma NormanOklahoma USAMilorad M NovicevicUniversity of Wisconsin La Crosse Wisconsin USA
In a recent survey of Fortune 500 human
resource managers 85 per cent of the
respondents did not feel that their
organizations had an adequate number of
managersleaders to manage their future global
business operations (Gregersen et al 1988)
Introduction
The globalization of business has accelerated
at a pace that has frequently outpaced many
organizationsrsquo ability to identify and develop
an adequate number of qualified expatriate
managers (Welch 1994 Stroh and Caligiuri
1998 Gregersen et al 1998) The ability to
compete in increasingly hypercompetitive
global markets necessitates having qualified
global managers who have competencies that
differentiate the organizationsrsquo strategic
choices (Bartlett and Ghoshal 1995 Pfeffer
1994 Ghoshal and Bartlett 1997) A successful
global manager will have to possess a complex
amalgamation of technical political social
organizational and cultural competencies
beyond those found in many of the expatriates
of the past (Bartlett 1986 Bartlett and Ghoshal
1994 Ghoshal and Bartlett 1997) The ability to
amass the collective managerial skills to
compete in the hypercompetitive global
marketplace may be one of the most important
strategic tasks facing the management of
rapidly expanding global organizations The
global leadership development through
` superiorrsquorsquo expatriate managers has been
described as a ` contestrsquorsquo for global core
competency (Rumelt 1994 Heene 1994)
The purpose of this paper is to examine
past methods used in the selection of
expatriate managers develop a competency-
based theoretical foundation for a new
integrated model for the selection of
expatriate managers explain specific
componentsstages of the integrated
expatriate selection model and illustrate the
managerial implications of the selection
model and develop a recommended
procedure for managerial practice Each of
these sections of the paper will be discussed
in the following sections of the paper
The selection of expatriatemanagers past methods and theirsuccesses and limitations
The selection of expatriate managers for
assignments has had a long and tortured
research history (Fish 1999 Ones and
Viswesvaran 1997 Spreitzer et al 1997)
Initial models documented that technical or
functional expertise has been the primary
criterion for selecting expatriate managers
for assignments (Mendenhall et al 1987
Tung 1981 1982) Further attempts at
identifying an appropriate model for
selecting expatriate managers focused on
identifying personal characteristics of
candidates that could help improve the
chances of expatriate managersrsquo ` survivalrsquorsquo
during assignments (for example see Baliga
and Baker 1985 Hays 1971 1974 Tucker
1978 Tung 1981) Although models used for
the selection of managers vary with the
nationality of the organization the core
concepts have centered on functional
capabilities and personal characteristics of
potential candidates (see Levy-Leboyer (1994)
for a review of European selection methods)
While these early studies identified a number
of specific issues that could impact on the
success or failure of expatriate managers
initially very little was done to develop a
more systemic approach to the expatriate
selection process
Figure 1 illustrates the individual
organizational environmental and systemic
issues of influence on an expatriatersquos success
Section 1 Academic papers
The research register for this journal is available at
httpwwwmcbupcomresearch_registersThe current issue and full text archive of this journal is available at
httpwwwemerald-librarycomft
[ 69 ]
Career DevelopmentInternational62 [2001] 69plusmn86
MCB University Press[ISSN 1362-0436 ]
KeywordsExpatriates Project managementSelection International operations
AbstractAs organizations globalize theiroperations there is a heightened
need to identify and selectqualified managers for overseasassignments The increased
complexity of these foreignassignments necessitates arecalibration of the traditional
selection procedures andprocesses used in the past Inparticular there is some evidence
that expatriation becomesstrategic as organizationsincreasingly grow and compete
globally Therefore the criticalissues which arise as expatriatesrsquo
assignments evolve into a globalassignment scope must beviewed in a systematic manner
This paper develops a uniquetheory-based expatriation
selection process based upon asystemic assessment of potentialexpatriate candidatesrsquo multipleIQs learning styles thinking
styles and the nature of theexpatriate assignment Inaddition a practical step-by-step
managerial process is developedthat can be used in the selection
of expatriate managers for globalassignments
failure that were gleaned from research
conducted on expatriate selection This type of
diagnostic approach to the research of
expatriation did not provide an integrated
theoretical view to guide practice of
expatriate staffing The explanatory approach
to expatriate selection has however been
recently modified toward a more predictive
approach to take into consideration an ex ante
examination of personality characteristics of
potential expatriate managers
Specifically researchers have
concentrated their attention on the
predictive power of the big five personality
characteristics for expatriate success The
five characteristics examined are
1 extroversion plusmn individuals that
successfully assert themselves and gain
acceptance in the social environment
through social relationships (Ones and
Viswesvaran 1997)
2 agreeablenes plusmn being identified as a team
player through the formation of reciprocal
social alliances and the building of social
capital in the organization (Caligiuri
2000)
3 conscientiousness plusmn trusted diligent
cohorts that are productive and
supportive of increased organizational
performance (Hogan 1996)
4 emotional stability plusmn the intrapersonal
ability to adapt and cope with stress in
professional and personal spheres of onersquos
life (Buss 1991) and
5 openness and intellect plusmn having the ability
for individuals to effectively complete
their functional assignment and at the
same time an awareness of the
environment to allow for adaptation of
their behavior to changing conditions in
that environment (Behling 1998)
While these personality characteristics are
thought to have a predictive power relative to
the success of expatriate managers the
empirical research to fully support this
position is somewhat lacking In a
comprehensive review of 117 empirical
studies using the big five personality
characteristics Barrick and Mount (1991)
found that conscientiousness was the best
single predictor of individual performance
The same sort of survey of research was
conducted in Europe resulting in similar
although not as strong results Moreover the
tie to organizational performance using the
big five personality characteristics as the
primary selection means is also somewhat
tentative (for a review of the issues see Wood
(1999)) In addition to the big five personality
attributes the development of classifications
or categories of soft social skills has been
used for the selection of managers
Figure 1Predicting successfailure of expatriate managers
[ 70 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Several skill classification schemes illustrate
the intent of the practitioners to establish
multiple means to predict success for
expatriate managers The Ashridge
Management Research Center identified five
skill categories with multiple items in each
category
1 strategic awareness and support
2 adaptability in newnovel environmental
situations
3 sensitivity and openness to other cultures
and social mores
4 language capabilities interpersonal
communication skills (Harris and
Brewster 1999)
Other studies supporting the ` softrsquorsquo skill
approach (ie skills not directly tied to
technical training and functional expertise)
have extended the number of categories to
include global awareness corporate
strategy cultural empathy cross-cultural
team building international negotiation
skills ethical understanding of conducting
business in foreign countries and self-
confidence Many practitioners feel that
these additional screening devices augment
the more traditional personality
characteristics-based selection tools But
most recently IHRM has begun to develop a
more systematic approach to the entire
human resource management process
There is a growing group of academic
IHRM researchers that contend that selection
and other human resource functions should
not be viewed separately but must be viewed
as an integrated system of human resource
functions (Becker and Gerhart 1996 Huselid
1995 Huselid et al 1997) IHRM researchers
appear to have adopted this systemic
approach toward human resource functions
by developing integrative IHRM frameworks
(for example see Dowling et al 1999 Taylor
et al 1996 Welch 1994) Therefore the
selection process would have to be fully
integrated into the other human resource
functions such as trainingdevelopment
compensation performance appraisal and
the like
These integrated human resource systems
should be attuned to the strategic position
taken by the firm relative to its future global
expectations By examining all the human
resource functions as a system it is felt that
better collective human resource decisions
will be made which will increase the
consistency among the various operating
units in a global network It would be
difficult at this juncture in evaluating the
selection process for expatriate managers to
claim that the selection of these managers is
a systemic well-articulated and documented
process The complexity associated with
selection of expatriates to fill changing
assignments is becoming more vexing given
the staffing requirements associated with
global organizations entering emerging
markets It therefore would appear to be a
propitious time to develop an expatriate
selection process that is keyed to multiple
abilities of candidates better understanding
of candidatesrsquo methods of learning and the
overall competence of managers across a
broad spectrum of personal and professional
skills If organizations are going to be
effective global competitors the competence
repertoire of expatriate managers will play
an integral role in the effective development
and implementation of the organizationsrsquo
strategies Therefore developing a
competency-based theoretical view of
expatriate selection provides the frame for
examining such a process
A competency-based view ofexpatriate selection
A competency-based view of the relationship
between human resource management and
expatriate staffing suggests that input
managerial and transformation-based
competencies operate interdependently
creating firm-specific competencies that can
produce a sustained competitive advantage
(Lado and Wilson 1994) A competency-based
perspective explicitly addresses the dynamic
nature of the global environment by
acknowledging that the initial set of
competencies (ie organizational and
individual) should be renewed by the
development of new competencies through
orchestrated selection of bettermore
qualified expatriate managers This renewal
suggests that a global organization should
formulate its strategic intent to discover and
develop new competencies of strategic
relevance through development of the
complementary competencies to those
possessed by past expatriate managers
(Sanchez et al 1996)
Figure 2 illustrates the basic components
of a competency-based strategic choice
process Competencies are divided into three
distinct categories
1 input competencies plusmn capital labor
physical assets and other factor inputs to
the global organization
2 managerial competencies plusmn top
management team (TMT) capabilities
managerial social knowledge informal
internalexternal business networks of
global organizations and personal social
capital of expatriate managers that can be
[ 71 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
used to accomplish the mission of the
organization and
3 transformation-based competencies plusmn the
ability of management to accomplish the
tasks necessary to gain competitive
position in the marketplace which
assumes adaptability and learning
capabilities embedded in the expatriate
manager as well as the global organization
(Harvey et al 1999)
As is depicted in Figure 2 the three types
of competencies can be bundled to provide
a set of strategic choice options A greater
set of competencies throughout the
operating entities of the global organization
equates to improved strategic options
The strategic choice options are weighed
against the opportunities in each of the
host countryrsquos environmental contexts
As the level of competencies increases
and the environmental contexts become
more uncertain management may make
future strategic choices to position the
global organization dynamically in the
business landscape based on the competent
advice from the globally dispersed
expatriate network This continuous
expatriate-sourced reassessment of
competencies and market changes allows
the organization to develop a global
competency unique from other
organizations competing in
hypercompetitive market segments
(Harvey et al 1999) Each of the specific
types of competencies will be briefly
discussed
Input competenciesInput resources play a critical role in
developing sustained competitive advantage
within the firm value chain These are the
same competencies that would be identified
in a resource-based view of the firm the
bundled tangible and intangible internal
resources (Oster 1990) that are valuable
rare imperfectly mobile and inimitable
(Barney 1991) These input resources may
include physical assets organizational
capital and specific human resources that
enable an organization to effectively compete
in the global marketplace with valued
products and services (Lado and Wilson
1994)
Specific to global organizations attempting
to develop dynamic capabilities through
expatriation of managers is the identification
and selection of an adequate number of
qualified managers with a strong desire or
interest in managing in subsidiaries These
input human resources may also include
third country nationals employed in overseas
subsidiaries who share their tacit knowledge
of the local context with members of the
home country organization
Managerial competenciesManagerial competencies focus on the global
organizationrsquos vision of the TMT and the
decisions and actions necessary to realize
that vision (Lado et al 1992) Managerial
competencies may create sustained
competitive advantage directly if the TMT is
able to exploit unique expatriate specific
competencies These competencies are
Figure 2Competency-based strategic choice process
[ 72 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
particularly valuable to the organization if
they provide an institutional bridge between
the cultural social and political divide often
found between the domestic and foreign
subsidiaries (Gabby and Zuckerman 1998)
As these managerial competencies develop
the resulting outcomes from implementing
new strategic visions may reshape the
thinking actions and even the worldview of
the TMT making it ultimately evolve into a
global mindset (Kefalas 1998 Paul 2000)
Specific to expatriate staffing of subsidiaries
a competency-based perspective would suggest
that a diverse and heterogeneous set of
cognitive perspectives (Mahoney and Pandian
1992) and managersrsquo coordination capabilities
(Sanchez et al 1996) can encourage superior
performance of the network of subsidiaries
The objective would be to create
multidimensional competencies to facilitate
effective implementation of global as well as
local initiatives The importance of global
assignments for expatriate managers is
directly tied to their ability to transfer
knowledge and cultural attributes of the
headquarters to overseas operations (Bender
and Fish 2000) Developing this multilevel
competency through knowledge transfer may
result in a superior performance of the
organization (Wright et al 1994)
Transformation-based competenciesThe TMT may also need to acquire and
develop competencies to more effectively
address issues and collaborative
relationships with external entities and
institutions (ie government agencies banks
suppliers customers strategic alliance
partners) and key individuals in the host
countries This broad set of competencies has
been labeled as transformation-based
Transformation-based competencies are
those that enable the foreign subsidiary to
transform inputs into outputs and may
include alliance-based technology or
marketing innovations that facilitate new
product and customer relationship
development (Lado et al 1992) Similarly
these competencies may create a collective
experience base andor learning capability
resulting in an organizational culture
conducive to learning that is difficult for
competitors to replicate and therefore can
create a relative competitive advantage over
other global organizations (Taylor et al 1996
Roth and OrsquoDonnell 1996)
It is imperative to transfer transformational
competencies through cross cultural manager
assignments thereby building more diverse
and pluralistic management teams in overseas
operations (Fish and Wood 1997b)
Transformation-based competencies can play a
specific role in global organizations and their
subsidiaries First there may be situations
outside the global organizationrsquos network of
relationships which may require tacit local
knowledge to explore business relationship
options and exploit opportunities in a specific
geographic area or culture By utilizing
competent expatriates with multiple skills
global organizations are developing a resource
competency of such tacit knowledge that is
difficult for global competitors to duplicate
Furthermore the tacit knowledge gain
through having highly qualified expatriate
managers in foreign subsidiaries can be
brought back and embedded into the domestic
firm-specific routines which in turn can
facilitate organizational learning ultimately
increasing organizational effectiveness in
global competitive positioning
By combining the three types of
competencies effectively the global
organizations can configure a repertoire of
strategic choices relative to a specific
national competitive environment while at
the same time being mindful of the need to
maintain consistency among subsidiary
policiesprocedures Such consistency is
derived from the development of a TMT
global mindset which in turn thrives on the
creation of an adequate pool of global
managers with complementary competencies
and maintains a proactive posture relative to
the value of assembling motivating and
retaining a multicultural management team
for use in global organizations (Kedia and
Mukherji 1999 Kefalas 1998 Paul 2000)
Therefore an expatriate staffing system
needs to be developed that facilitates effective
deployment of the firm-specific competencies
based on individual competencies of
expatriates
Competency-based model ofexpatriate selection
In an effort to develop a more comprehensive
selection process of expatriate managers for
increasingly complex global assignments a
model has been developed to highlight the key
decision variables in the method (see Figure 3
The basic premise of the model is that
potential expatriate managers have multiple
` IQsrsquorsquo that need to be inventoried to determine
the unique skill set of each candidate
(Sternberg 1996) In addition each candidate
has ` potentialrsquorsquo to learn additional
competencies but onersquos learning style directly
impacts on the learning process of new
competencies By having an insight into a
learning style development programs can be
designed to complement the expatriate
[ 73 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
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and McIntyre JM (Eds) Organizational
Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
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Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
Leadership Leadership Library of America
Press West Orange CA pp 381-418
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expatriate selection a policy capturing studyrsquorsquo
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Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
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MA
Rayner SC (2000) ` Reconstructing style
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subsidiary compensation strategy an agency
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Journal Vol 39 No 3 pp 678-703
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Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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on Individual Differences Ablex Stamford CT
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Dynamics of Competence-based Competition
Elsevier Science Amsterdam
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Steiner C (1997) Achieving Emotional Literacy
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Sternberg R (1985) Beyond IQ A Triarchic
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(Eds) Intelligence and Personality Cambridge
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Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
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Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
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Sternberg R (1997c) Thinking Styles Cambridge
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Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
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Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
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Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
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` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
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Vol 10 pp 129-42
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of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
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Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
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pp 57-71
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Knowledge Inventory for Managers The
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Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
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intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
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Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
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` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
failure that were gleaned from research
conducted on expatriate selection This type of
diagnostic approach to the research of
expatriation did not provide an integrated
theoretical view to guide practice of
expatriate staffing The explanatory approach
to expatriate selection has however been
recently modified toward a more predictive
approach to take into consideration an ex ante
examination of personality characteristics of
potential expatriate managers
Specifically researchers have
concentrated their attention on the
predictive power of the big five personality
characteristics for expatriate success The
five characteristics examined are
1 extroversion plusmn individuals that
successfully assert themselves and gain
acceptance in the social environment
through social relationships (Ones and
Viswesvaran 1997)
2 agreeablenes plusmn being identified as a team
player through the formation of reciprocal
social alliances and the building of social
capital in the organization (Caligiuri
2000)
3 conscientiousness plusmn trusted diligent
cohorts that are productive and
supportive of increased organizational
performance (Hogan 1996)
4 emotional stability plusmn the intrapersonal
ability to adapt and cope with stress in
professional and personal spheres of onersquos
life (Buss 1991) and
5 openness and intellect plusmn having the ability
for individuals to effectively complete
their functional assignment and at the
same time an awareness of the
environment to allow for adaptation of
their behavior to changing conditions in
that environment (Behling 1998)
While these personality characteristics are
thought to have a predictive power relative to
the success of expatriate managers the
empirical research to fully support this
position is somewhat lacking In a
comprehensive review of 117 empirical
studies using the big five personality
characteristics Barrick and Mount (1991)
found that conscientiousness was the best
single predictor of individual performance
The same sort of survey of research was
conducted in Europe resulting in similar
although not as strong results Moreover the
tie to organizational performance using the
big five personality characteristics as the
primary selection means is also somewhat
tentative (for a review of the issues see Wood
(1999)) In addition to the big five personality
attributes the development of classifications
or categories of soft social skills has been
used for the selection of managers
Figure 1Predicting successfailure of expatriate managers
[ 70 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Several skill classification schemes illustrate
the intent of the practitioners to establish
multiple means to predict success for
expatriate managers The Ashridge
Management Research Center identified five
skill categories with multiple items in each
category
1 strategic awareness and support
2 adaptability in newnovel environmental
situations
3 sensitivity and openness to other cultures
and social mores
4 language capabilities interpersonal
communication skills (Harris and
Brewster 1999)
Other studies supporting the ` softrsquorsquo skill
approach (ie skills not directly tied to
technical training and functional expertise)
have extended the number of categories to
include global awareness corporate
strategy cultural empathy cross-cultural
team building international negotiation
skills ethical understanding of conducting
business in foreign countries and self-
confidence Many practitioners feel that
these additional screening devices augment
the more traditional personality
characteristics-based selection tools But
most recently IHRM has begun to develop a
more systematic approach to the entire
human resource management process
There is a growing group of academic
IHRM researchers that contend that selection
and other human resource functions should
not be viewed separately but must be viewed
as an integrated system of human resource
functions (Becker and Gerhart 1996 Huselid
1995 Huselid et al 1997) IHRM researchers
appear to have adopted this systemic
approach toward human resource functions
by developing integrative IHRM frameworks
(for example see Dowling et al 1999 Taylor
et al 1996 Welch 1994) Therefore the
selection process would have to be fully
integrated into the other human resource
functions such as trainingdevelopment
compensation performance appraisal and
the like
These integrated human resource systems
should be attuned to the strategic position
taken by the firm relative to its future global
expectations By examining all the human
resource functions as a system it is felt that
better collective human resource decisions
will be made which will increase the
consistency among the various operating
units in a global network It would be
difficult at this juncture in evaluating the
selection process for expatriate managers to
claim that the selection of these managers is
a systemic well-articulated and documented
process The complexity associated with
selection of expatriates to fill changing
assignments is becoming more vexing given
the staffing requirements associated with
global organizations entering emerging
markets It therefore would appear to be a
propitious time to develop an expatriate
selection process that is keyed to multiple
abilities of candidates better understanding
of candidatesrsquo methods of learning and the
overall competence of managers across a
broad spectrum of personal and professional
skills If organizations are going to be
effective global competitors the competence
repertoire of expatriate managers will play
an integral role in the effective development
and implementation of the organizationsrsquo
strategies Therefore developing a
competency-based theoretical view of
expatriate selection provides the frame for
examining such a process
A competency-based view ofexpatriate selection
A competency-based view of the relationship
between human resource management and
expatriate staffing suggests that input
managerial and transformation-based
competencies operate interdependently
creating firm-specific competencies that can
produce a sustained competitive advantage
(Lado and Wilson 1994) A competency-based
perspective explicitly addresses the dynamic
nature of the global environment by
acknowledging that the initial set of
competencies (ie organizational and
individual) should be renewed by the
development of new competencies through
orchestrated selection of bettermore
qualified expatriate managers This renewal
suggests that a global organization should
formulate its strategic intent to discover and
develop new competencies of strategic
relevance through development of the
complementary competencies to those
possessed by past expatriate managers
(Sanchez et al 1996)
Figure 2 illustrates the basic components
of a competency-based strategic choice
process Competencies are divided into three
distinct categories
1 input competencies plusmn capital labor
physical assets and other factor inputs to
the global organization
2 managerial competencies plusmn top
management team (TMT) capabilities
managerial social knowledge informal
internalexternal business networks of
global organizations and personal social
capital of expatriate managers that can be
[ 71 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
used to accomplish the mission of the
organization and
3 transformation-based competencies plusmn the
ability of management to accomplish the
tasks necessary to gain competitive
position in the marketplace which
assumes adaptability and learning
capabilities embedded in the expatriate
manager as well as the global organization
(Harvey et al 1999)
As is depicted in Figure 2 the three types
of competencies can be bundled to provide
a set of strategic choice options A greater
set of competencies throughout the
operating entities of the global organization
equates to improved strategic options
The strategic choice options are weighed
against the opportunities in each of the
host countryrsquos environmental contexts
As the level of competencies increases
and the environmental contexts become
more uncertain management may make
future strategic choices to position the
global organization dynamically in the
business landscape based on the competent
advice from the globally dispersed
expatriate network This continuous
expatriate-sourced reassessment of
competencies and market changes allows
the organization to develop a global
competency unique from other
organizations competing in
hypercompetitive market segments
(Harvey et al 1999) Each of the specific
types of competencies will be briefly
discussed
Input competenciesInput resources play a critical role in
developing sustained competitive advantage
within the firm value chain These are the
same competencies that would be identified
in a resource-based view of the firm the
bundled tangible and intangible internal
resources (Oster 1990) that are valuable
rare imperfectly mobile and inimitable
(Barney 1991) These input resources may
include physical assets organizational
capital and specific human resources that
enable an organization to effectively compete
in the global marketplace with valued
products and services (Lado and Wilson
1994)
Specific to global organizations attempting
to develop dynamic capabilities through
expatriation of managers is the identification
and selection of an adequate number of
qualified managers with a strong desire or
interest in managing in subsidiaries These
input human resources may also include
third country nationals employed in overseas
subsidiaries who share their tacit knowledge
of the local context with members of the
home country organization
Managerial competenciesManagerial competencies focus on the global
organizationrsquos vision of the TMT and the
decisions and actions necessary to realize
that vision (Lado et al 1992) Managerial
competencies may create sustained
competitive advantage directly if the TMT is
able to exploit unique expatriate specific
competencies These competencies are
Figure 2Competency-based strategic choice process
[ 72 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
particularly valuable to the organization if
they provide an institutional bridge between
the cultural social and political divide often
found between the domestic and foreign
subsidiaries (Gabby and Zuckerman 1998)
As these managerial competencies develop
the resulting outcomes from implementing
new strategic visions may reshape the
thinking actions and even the worldview of
the TMT making it ultimately evolve into a
global mindset (Kefalas 1998 Paul 2000)
Specific to expatriate staffing of subsidiaries
a competency-based perspective would suggest
that a diverse and heterogeneous set of
cognitive perspectives (Mahoney and Pandian
1992) and managersrsquo coordination capabilities
(Sanchez et al 1996) can encourage superior
performance of the network of subsidiaries
The objective would be to create
multidimensional competencies to facilitate
effective implementation of global as well as
local initiatives The importance of global
assignments for expatriate managers is
directly tied to their ability to transfer
knowledge and cultural attributes of the
headquarters to overseas operations (Bender
and Fish 2000) Developing this multilevel
competency through knowledge transfer may
result in a superior performance of the
organization (Wright et al 1994)
Transformation-based competenciesThe TMT may also need to acquire and
develop competencies to more effectively
address issues and collaborative
relationships with external entities and
institutions (ie government agencies banks
suppliers customers strategic alliance
partners) and key individuals in the host
countries This broad set of competencies has
been labeled as transformation-based
Transformation-based competencies are
those that enable the foreign subsidiary to
transform inputs into outputs and may
include alliance-based technology or
marketing innovations that facilitate new
product and customer relationship
development (Lado et al 1992) Similarly
these competencies may create a collective
experience base andor learning capability
resulting in an organizational culture
conducive to learning that is difficult for
competitors to replicate and therefore can
create a relative competitive advantage over
other global organizations (Taylor et al 1996
Roth and OrsquoDonnell 1996)
It is imperative to transfer transformational
competencies through cross cultural manager
assignments thereby building more diverse
and pluralistic management teams in overseas
operations (Fish and Wood 1997b)
Transformation-based competencies can play a
specific role in global organizations and their
subsidiaries First there may be situations
outside the global organizationrsquos network of
relationships which may require tacit local
knowledge to explore business relationship
options and exploit opportunities in a specific
geographic area or culture By utilizing
competent expatriates with multiple skills
global organizations are developing a resource
competency of such tacit knowledge that is
difficult for global competitors to duplicate
Furthermore the tacit knowledge gain
through having highly qualified expatriate
managers in foreign subsidiaries can be
brought back and embedded into the domestic
firm-specific routines which in turn can
facilitate organizational learning ultimately
increasing organizational effectiveness in
global competitive positioning
By combining the three types of
competencies effectively the global
organizations can configure a repertoire of
strategic choices relative to a specific
national competitive environment while at
the same time being mindful of the need to
maintain consistency among subsidiary
policiesprocedures Such consistency is
derived from the development of a TMT
global mindset which in turn thrives on the
creation of an adequate pool of global
managers with complementary competencies
and maintains a proactive posture relative to
the value of assembling motivating and
retaining a multicultural management team
for use in global organizations (Kedia and
Mukherji 1999 Kefalas 1998 Paul 2000)
Therefore an expatriate staffing system
needs to be developed that facilitates effective
deployment of the firm-specific competencies
based on individual competencies of
expatriates
Competency-based model ofexpatriate selection
In an effort to develop a more comprehensive
selection process of expatriate managers for
increasingly complex global assignments a
model has been developed to highlight the key
decision variables in the method (see Figure 3
The basic premise of the model is that
potential expatriate managers have multiple
` IQsrsquorsquo that need to be inventoried to determine
the unique skill set of each candidate
(Sternberg 1996) In addition each candidate
has ` potentialrsquorsquo to learn additional
competencies but onersquos learning style directly
impacts on the learning process of new
competencies By having an insight into a
learning style development programs can be
designed to complement the expatriate
[ 73 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
ReferencesAlbrecht TL and Adelman MB (1987)
Community Social Support Sage Publications
Newbury Park CA
Anderson J (2000) ` Intuition in managers are
intuitive managers more effectiversquorsquo Journal of
Managerial Psychology Vol 15 No 1 pp 46-63
Baliga GM and Baker JC (1985) ` Multinational
corporate polices for expatriate managers
selection training and evaluationrsquorsquo Advanced
Management Journal Vol 50 No 4 pp 31-8
Barney J (1991) ` Firm resources and sustained
competitive advantagersquorsquorsquo Journal of
Management Vol 17 No 1 pp 99-120
Barrick MR and Mount MK (1991) ` The big five
personality dimensions and job performancersquorsquo
Personnel Psychology Vol 44 pp 1-26
Bartlett CA (1986) ` Building and managing the
transnational the new organizational
challengersquorsquo in Porter M (Ed) Competition in
Global Industries Harvard Business School
Press Boston MA pp 367-401
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the role of top management beyond structure
to processrsquorsquo Harvard Business Review Vol 73
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Becker G and Gerhart B (1996) ` The impact of
human resource management on
organizational performance program and
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Vol 39 No 4 pp 779-801
Behling O (1998) ` Employee selection will
intelligence and concientiousness do the jobrsquorsquo
Academy of Management Executive Vol 12
No 1 pp 77-86
Bender S and Fish A (2000) ` The transfer of
knowledge and the retention of expertise the
continuing need for global assignmentsrsquorsquo
Journal of Knowledge Management Vol 4
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Binet A and Simon T (1916) The Development of
Intelligence in Children Williams amp Wilson
(original work published 1905) Baltimore
Black S Gregersen H and Mendenhall M (1992)
` Toward a theoretical framework of repatriation
adjustmentrsquorsquo Journal of International Business
Studies Vol 23 No 4 pp 737-60
Bond C and Wilson V (1998) ` Experiential
learning plusmn from theory to practicersquorsquo Lifelong
Learning in Europe Vol 3 pp 139-47
Buss DM (1991) ` Evolutionary personality
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Annual Review Inc Palo Alto CA Vol 42
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characteristics as predictors of expatriatesrsquo
desire to terminate the assignment and
supervisor-rated performancersquorsquo Personnel
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intelligence the cognitive basis of personalityrsquorsquo
in Shaver P (Ed) Review of Personality and
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Vol 6 pp 15-34
Cattel W (1949) 16 Personality Factor
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Cooper R and Sawaf A (1997) Executive EQ
Emotional Intelligence in Leadership and
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Curry L (2000) ` Review of learning style
studying approach and instructional
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International Perspectives on Individual
Differences Ablex Stamford CT
Damasio A (1994) Decartesrsquo Error Emotion
Reason and Human Mind Putnam New York
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Knowledge How Organizations Manage What
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network research a gounded theory
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(Eds) Network Dynamics in International
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Intention of Human Resource Management
Managing People in a Multinational Context
South-Western College Publication Cincinnati
OH
Dulewicz V (1998) Personal Competency
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Dulewicz V (2000) ` Emotional intelligence the
key to future successful corporate leadershiprsquorsquo
Journal of General Management Vol 25 No 3
pp 1-13
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Career DevelopmentInternational62 [2001] 69plusmn86
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Emotional Intelligence Vol 15 No 4 pp 341-72
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illustration corersquorsquo Journal of Applied
Psychology Vol 85 No 3 pp 479-84
Fatehi K (1994) ` Capital flight from Latin
America as barometer of political instabilityrsquorsquo
Journal of Business Research Vol 30 pp 187-95
Ferris G Fedor D and King T (1994) ` A
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Ferris G Perrewe P Anthony W and Gilmore D
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Dynamics Vol 28 pp 25-37
Fish A (1999) ` Selecting managers for cross-
border assignments building value into the
processrsquorsquo International Journal of
Management Review Vol 1 No 4 pp 461-83
Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
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developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
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Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
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and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
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Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
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pp 189-217
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learning stylesrsquorsquo Psychological Report Vol 83
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Intelligences for the 21st Century Barrie
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Ghoshal S and Bartlett C (1997) ` The myth of the
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for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
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GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
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Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
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Hamilton RD and Kashlak RJ (1999) ` National
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International Review Vol 39 No 2 pp 167-89
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really worksrsquorsquo The International Journal of
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Harvey M (1989) ` Repatriation of corporate
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International Business Studies Vol 21 No 2
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Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
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The Columbia Journal of World Business
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Harvey M (1996b) ` Addressing the dual-career
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Harvey M (1997) ` Inpatriate training the next
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International Journal of Human Resource
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Harvey M and Wiese D (1998) ` Global dual-
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Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
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Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
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expatriate managersrsquorsquo Journal of
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Career DevelopmentInternational62 [2001] 69plusmn86
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International Business Studies Vol 5 No 1
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productivity and corporate financial
performancersquorsquo The Academy of Management
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` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
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International Perspectives on Individual
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International Business Studies Vol 25 No 4
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Fall Vol 34 No 3 pp 230-47
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Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
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Lado A and Wilson M (1994) ` Human resource
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Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
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and learning styles in Hong Kongrsquorsquo Journal of
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Journal of Organizational Behavior Vol 20
No 3 pp 407-20
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Creative Cognition Approach MIT Press
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Management Journal Vol 13 No 5 pp 363-80
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` Expatriate selection training and career-
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expatriate selection a policy capturing studyrsquorsquo
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Wiley New York NY pp XV-XIX
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
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Success in Life Simon and Schuster New
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Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
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` Creativity as instrumentrsquorsquo California
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competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
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` Toward an integrative model of strategic
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overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
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Knowledge Inventory for Managers The
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measurement of sociocultural adaptationrsquorsquo
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intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
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CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
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` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Several skill classification schemes illustrate
the intent of the practitioners to establish
multiple means to predict success for
expatriate managers The Ashridge
Management Research Center identified five
skill categories with multiple items in each
category
1 strategic awareness and support
2 adaptability in newnovel environmental
situations
3 sensitivity and openness to other cultures
and social mores
4 language capabilities interpersonal
communication skills (Harris and
Brewster 1999)
Other studies supporting the ` softrsquorsquo skill
approach (ie skills not directly tied to
technical training and functional expertise)
have extended the number of categories to
include global awareness corporate
strategy cultural empathy cross-cultural
team building international negotiation
skills ethical understanding of conducting
business in foreign countries and self-
confidence Many practitioners feel that
these additional screening devices augment
the more traditional personality
characteristics-based selection tools But
most recently IHRM has begun to develop a
more systematic approach to the entire
human resource management process
There is a growing group of academic
IHRM researchers that contend that selection
and other human resource functions should
not be viewed separately but must be viewed
as an integrated system of human resource
functions (Becker and Gerhart 1996 Huselid
1995 Huselid et al 1997) IHRM researchers
appear to have adopted this systemic
approach toward human resource functions
by developing integrative IHRM frameworks
(for example see Dowling et al 1999 Taylor
et al 1996 Welch 1994) Therefore the
selection process would have to be fully
integrated into the other human resource
functions such as trainingdevelopment
compensation performance appraisal and
the like
These integrated human resource systems
should be attuned to the strategic position
taken by the firm relative to its future global
expectations By examining all the human
resource functions as a system it is felt that
better collective human resource decisions
will be made which will increase the
consistency among the various operating
units in a global network It would be
difficult at this juncture in evaluating the
selection process for expatriate managers to
claim that the selection of these managers is
a systemic well-articulated and documented
process The complexity associated with
selection of expatriates to fill changing
assignments is becoming more vexing given
the staffing requirements associated with
global organizations entering emerging
markets It therefore would appear to be a
propitious time to develop an expatriate
selection process that is keyed to multiple
abilities of candidates better understanding
of candidatesrsquo methods of learning and the
overall competence of managers across a
broad spectrum of personal and professional
skills If organizations are going to be
effective global competitors the competence
repertoire of expatriate managers will play
an integral role in the effective development
and implementation of the organizationsrsquo
strategies Therefore developing a
competency-based theoretical view of
expatriate selection provides the frame for
examining such a process
A competency-based view ofexpatriate selection
A competency-based view of the relationship
between human resource management and
expatriate staffing suggests that input
managerial and transformation-based
competencies operate interdependently
creating firm-specific competencies that can
produce a sustained competitive advantage
(Lado and Wilson 1994) A competency-based
perspective explicitly addresses the dynamic
nature of the global environment by
acknowledging that the initial set of
competencies (ie organizational and
individual) should be renewed by the
development of new competencies through
orchestrated selection of bettermore
qualified expatriate managers This renewal
suggests that a global organization should
formulate its strategic intent to discover and
develop new competencies of strategic
relevance through development of the
complementary competencies to those
possessed by past expatriate managers
(Sanchez et al 1996)
Figure 2 illustrates the basic components
of a competency-based strategic choice
process Competencies are divided into three
distinct categories
1 input competencies plusmn capital labor
physical assets and other factor inputs to
the global organization
2 managerial competencies plusmn top
management team (TMT) capabilities
managerial social knowledge informal
internalexternal business networks of
global organizations and personal social
capital of expatriate managers that can be
[ 71 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
used to accomplish the mission of the
organization and
3 transformation-based competencies plusmn the
ability of management to accomplish the
tasks necessary to gain competitive
position in the marketplace which
assumes adaptability and learning
capabilities embedded in the expatriate
manager as well as the global organization
(Harvey et al 1999)
As is depicted in Figure 2 the three types
of competencies can be bundled to provide
a set of strategic choice options A greater
set of competencies throughout the
operating entities of the global organization
equates to improved strategic options
The strategic choice options are weighed
against the opportunities in each of the
host countryrsquos environmental contexts
As the level of competencies increases
and the environmental contexts become
more uncertain management may make
future strategic choices to position the
global organization dynamically in the
business landscape based on the competent
advice from the globally dispersed
expatriate network This continuous
expatriate-sourced reassessment of
competencies and market changes allows
the organization to develop a global
competency unique from other
organizations competing in
hypercompetitive market segments
(Harvey et al 1999) Each of the specific
types of competencies will be briefly
discussed
Input competenciesInput resources play a critical role in
developing sustained competitive advantage
within the firm value chain These are the
same competencies that would be identified
in a resource-based view of the firm the
bundled tangible and intangible internal
resources (Oster 1990) that are valuable
rare imperfectly mobile and inimitable
(Barney 1991) These input resources may
include physical assets organizational
capital and specific human resources that
enable an organization to effectively compete
in the global marketplace with valued
products and services (Lado and Wilson
1994)
Specific to global organizations attempting
to develop dynamic capabilities through
expatriation of managers is the identification
and selection of an adequate number of
qualified managers with a strong desire or
interest in managing in subsidiaries These
input human resources may also include
third country nationals employed in overseas
subsidiaries who share their tacit knowledge
of the local context with members of the
home country organization
Managerial competenciesManagerial competencies focus on the global
organizationrsquos vision of the TMT and the
decisions and actions necessary to realize
that vision (Lado et al 1992) Managerial
competencies may create sustained
competitive advantage directly if the TMT is
able to exploit unique expatriate specific
competencies These competencies are
Figure 2Competency-based strategic choice process
[ 72 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
particularly valuable to the organization if
they provide an institutional bridge between
the cultural social and political divide often
found between the domestic and foreign
subsidiaries (Gabby and Zuckerman 1998)
As these managerial competencies develop
the resulting outcomes from implementing
new strategic visions may reshape the
thinking actions and even the worldview of
the TMT making it ultimately evolve into a
global mindset (Kefalas 1998 Paul 2000)
Specific to expatriate staffing of subsidiaries
a competency-based perspective would suggest
that a diverse and heterogeneous set of
cognitive perspectives (Mahoney and Pandian
1992) and managersrsquo coordination capabilities
(Sanchez et al 1996) can encourage superior
performance of the network of subsidiaries
The objective would be to create
multidimensional competencies to facilitate
effective implementation of global as well as
local initiatives The importance of global
assignments for expatriate managers is
directly tied to their ability to transfer
knowledge and cultural attributes of the
headquarters to overseas operations (Bender
and Fish 2000) Developing this multilevel
competency through knowledge transfer may
result in a superior performance of the
organization (Wright et al 1994)
Transformation-based competenciesThe TMT may also need to acquire and
develop competencies to more effectively
address issues and collaborative
relationships with external entities and
institutions (ie government agencies banks
suppliers customers strategic alliance
partners) and key individuals in the host
countries This broad set of competencies has
been labeled as transformation-based
Transformation-based competencies are
those that enable the foreign subsidiary to
transform inputs into outputs and may
include alliance-based technology or
marketing innovations that facilitate new
product and customer relationship
development (Lado et al 1992) Similarly
these competencies may create a collective
experience base andor learning capability
resulting in an organizational culture
conducive to learning that is difficult for
competitors to replicate and therefore can
create a relative competitive advantage over
other global organizations (Taylor et al 1996
Roth and OrsquoDonnell 1996)
It is imperative to transfer transformational
competencies through cross cultural manager
assignments thereby building more diverse
and pluralistic management teams in overseas
operations (Fish and Wood 1997b)
Transformation-based competencies can play a
specific role in global organizations and their
subsidiaries First there may be situations
outside the global organizationrsquos network of
relationships which may require tacit local
knowledge to explore business relationship
options and exploit opportunities in a specific
geographic area or culture By utilizing
competent expatriates with multiple skills
global organizations are developing a resource
competency of such tacit knowledge that is
difficult for global competitors to duplicate
Furthermore the tacit knowledge gain
through having highly qualified expatriate
managers in foreign subsidiaries can be
brought back and embedded into the domestic
firm-specific routines which in turn can
facilitate organizational learning ultimately
increasing organizational effectiveness in
global competitive positioning
By combining the three types of
competencies effectively the global
organizations can configure a repertoire of
strategic choices relative to a specific
national competitive environment while at
the same time being mindful of the need to
maintain consistency among subsidiary
policiesprocedures Such consistency is
derived from the development of a TMT
global mindset which in turn thrives on the
creation of an adequate pool of global
managers with complementary competencies
and maintains a proactive posture relative to
the value of assembling motivating and
retaining a multicultural management team
for use in global organizations (Kedia and
Mukherji 1999 Kefalas 1998 Paul 2000)
Therefore an expatriate staffing system
needs to be developed that facilitates effective
deployment of the firm-specific competencies
based on individual competencies of
expatriates
Competency-based model ofexpatriate selection
In an effort to develop a more comprehensive
selection process of expatriate managers for
increasingly complex global assignments a
model has been developed to highlight the key
decision variables in the method (see Figure 3
The basic premise of the model is that
potential expatriate managers have multiple
` IQsrsquorsquo that need to be inventoried to determine
the unique skill set of each candidate
(Sternberg 1996) In addition each candidate
has ` potentialrsquorsquo to learn additional
competencies but onersquos learning style directly
impacts on the learning process of new
competencies By having an insight into a
learning style development programs can be
designed to complement the expatriate
[ 73 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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International Perspectives on Individual
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Career DevelopmentInternational62 [2001] 69plusmn86
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International Journal of Human Resource
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management competence in Australian
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for management rolesrsquorsquo California
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Harvard Business Review November-December
pp 93-102
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diversity and the performance of
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Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
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Hamilton RD and Kashlak RJ (1999) ` National
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` Inpatriate managers how to increase the
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Harvey M Buckley RM Novicevic M and
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Career DevelopmentInternational62 [2001] 69plusmn86
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` Technical and strategic human resource
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International Perspectives on Individual
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[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
used to accomplish the mission of the
organization and
3 transformation-based competencies plusmn the
ability of management to accomplish the
tasks necessary to gain competitive
position in the marketplace which
assumes adaptability and learning
capabilities embedded in the expatriate
manager as well as the global organization
(Harvey et al 1999)
As is depicted in Figure 2 the three types
of competencies can be bundled to provide
a set of strategic choice options A greater
set of competencies throughout the
operating entities of the global organization
equates to improved strategic options
The strategic choice options are weighed
against the opportunities in each of the
host countryrsquos environmental contexts
As the level of competencies increases
and the environmental contexts become
more uncertain management may make
future strategic choices to position the
global organization dynamically in the
business landscape based on the competent
advice from the globally dispersed
expatriate network This continuous
expatriate-sourced reassessment of
competencies and market changes allows
the organization to develop a global
competency unique from other
organizations competing in
hypercompetitive market segments
(Harvey et al 1999) Each of the specific
types of competencies will be briefly
discussed
Input competenciesInput resources play a critical role in
developing sustained competitive advantage
within the firm value chain These are the
same competencies that would be identified
in a resource-based view of the firm the
bundled tangible and intangible internal
resources (Oster 1990) that are valuable
rare imperfectly mobile and inimitable
(Barney 1991) These input resources may
include physical assets organizational
capital and specific human resources that
enable an organization to effectively compete
in the global marketplace with valued
products and services (Lado and Wilson
1994)
Specific to global organizations attempting
to develop dynamic capabilities through
expatriation of managers is the identification
and selection of an adequate number of
qualified managers with a strong desire or
interest in managing in subsidiaries These
input human resources may also include
third country nationals employed in overseas
subsidiaries who share their tacit knowledge
of the local context with members of the
home country organization
Managerial competenciesManagerial competencies focus on the global
organizationrsquos vision of the TMT and the
decisions and actions necessary to realize
that vision (Lado et al 1992) Managerial
competencies may create sustained
competitive advantage directly if the TMT is
able to exploit unique expatriate specific
competencies These competencies are
Figure 2Competency-based strategic choice process
[ 72 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
particularly valuable to the organization if
they provide an institutional bridge between
the cultural social and political divide often
found between the domestic and foreign
subsidiaries (Gabby and Zuckerman 1998)
As these managerial competencies develop
the resulting outcomes from implementing
new strategic visions may reshape the
thinking actions and even the worldview of
the TMT making it ultimately evolve into a
global mindset (Kefalas 1998 Paul 2000)
Specific to expatriate staffing of subsidiaries
a competency-based perspective would suggest
that a diverse and heterogeneous set of
cognitive perspectives (Mahoney and Pandian
1992) and managersrsquo coordination capabilities
(Sanchez et al 1996) can encourage superior
performance of the network of subsidiaries
The objective would be to create
multidimensional competencies to facilitate
effective implementation of global as well as
local initiatives The importance of global
assignments for expatriate managers is
directly tied to their ability to transfer
knowledge and cultural attributes of the
headquarters to overseas operations (Bender
and Fish 2000) Developing this multilevel
competency through knowledge transfer may
result in a superior performance of the
organization (Wright et al 1994)
Transformation-based competenciesThe TMT may also need to acquire and
develop competencies to more effectively
address issues and collaborative
relationships with external entities and
institutions (ie government agencies banks
suppliers customers strategic alliance
partners) and key individuals in the host
countries This broad set of competencies has
been labeled as transformation-based
Transformation-based competencies are
those that enable the foreign subsidiary to
transform inputs into outputs and may
include alliance-based technology or
marketing innovations that facilitate new
product and customer relationship
development (Lado et al 1992) Similarly
these competencies may create a collective
experience base andor learning capability
resulting in an organizational culture
conducive to learning that is difficult for
competitors to replicate and therefore can
create a relative competitive advantage over
other global organizations (Taylor et al 1996
Roth and OrsquoDonnell 1996)
It is imperative to transfer transformational
competencies through cross cultural manager
assignments thereby building more diverse
and pluralistic management teams in overseas
operations (Fish and Wood 1997b)
Transformation-based competencies can play a
specific role in global organizations and their
subsidiaries First there may be situations
outside the global organizationrsquos network of
relationships which may require tacit local
knowledge to explore business relationship
options and exploit opportunities in a specific
geographic area or culture By utilizing
competent expatriates with multiple skills
global organizations are developing a resource
competency of such tacit knowledge that is
difficult for global competitors to duplicate
Furthermore the tacit knowledge gain
through having highly qualified expatriate
managers in foreign subsidiaries can be
brought back and embedded into the domestic
firm-specific routines which in turn can
facilitate organizational learning ultimately
increasing organizational effectiveness in
global competitive positioning
By combining the three types of
competencies effectively the global
organizations can configure a repertoire of
strategic choices relative to a specific
national competitive environment while at
the same time being mindful of the need to
maintain consistency among subsidiary
policiesprocedures Such consistency is
derived from the development of a TMT
global mindset which in turn thrives on the
creation of an adequate pool of global
managers with complementary competencies
and maintains a proactive posture relative to
the value of assembling motivating and
retaining a multicultural management team
for use in global organizations (Kedia and
Mukherji 1999 Kefalas 1998 Paul 2000)
Therefore an expatriate staffing system
needs to be developed that facilitates effective
deployment of the firm-specific competencies
based on individual competencies of
expatriates
Competency-based model ofexpatriate selection
In an effort to develop a more comprehensive
selection process of expatriate managers for
increasingly complex global assignments a
model has been developed to highlight the key
decision variables in the method (see Figure 3
The basic premise of the model is that
potential expatriate managers have multiple
` IQsrsquorsquo that need to be inventoried to determine
the unique skill set of each candidate
(Sternberg 1996) In addition each candidate
has ` potentialrsquorsquo to learn additional
competencies but onersquos learning style directly
impacts on the learning process of new
competencies By having an insight into a
learning style development programs can be
designed to complement the expatriate
[ 73 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Career DevelopmentInternational62 [2001] 69plusmn86
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[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
particularly valuable to the organization if
they provide an institutional bridge between
the cultural social and political divide often
found between the domestic and foreign
subsidiaries (Gabby and Zuckerman 1998)
As these managerial competencies develop
the resulting outcomes from implementing
new strategic visions may reshape the
thinking actions and even the worldview of
the TMT making it ultimately evolve into a
global mindset (Kefalas 1998 Paul 2000)
Specific to expatriate staffing of subsidiaries
a competency-based perspective would suggest
that a diverse and heterogeneous set of
cognitive perspectives (Mahoney and Pandian
1992) and managersrsquo coordination capabilities
(Sanchez et al 1996) can encourage superior
performance of the network of subsidiaries
The objective would be to create
multidimensional competencies to facilitate
effective implementation of global as well as
local initiatives The importance of global
assignments for expatriate managers is
directly tied to their ability to transfer
knowledge and cultural attributes of the
headquarters to overseas operations (Bender
and Fish 2000) Developing this multilevel
competency through knowledge transfer may
result in a superior performance of the
organization (Wright et al 1994)
Transformation-based competenciesThe TMT may also need to acquire and
develop competencies to more effectively
address issues and collaborative
relationships with external entities and
institutions (ie government agencies banks
suppliers customers strategic alliance
partners) and key individuals in the host
countries This broad set of competencies has
been labeled as transformation-based
Transformation-based competencies are
those that enable the foreign subsidiary to
transform inputs into outputs and may
include alliance-based technology or
marketing innovations that facilitate new
product and customer relationship
development (Lado et al 1992) Similarly
these competencies may create a collective
experience base andor learning capability
resulting in an organizational culture
conducive to learning that is difficult for
competitors to replicate and therefore can
create a relative competitive advantage over
other global organizations (Taylor et al 1996
Roth and OrsquoDonnell 1996)
It is imperative to transfer transformational
competencies through cross cultural manager
assignments thereby building more diverse
and pluralistic management teams in overseas
operations (Fish and Wood 1997b)
Transformation-based competencies can play a
specific role in global organizations and their
subsidiaries First there may be situations
outside the global organizationrsquos network of
relationships which may require tacit local
knowledge to explore business relationship
options and exploit opportunities in a specific
geographic area or culture By utilizing
competent expatriates with multiple skills
global organizations are developing a resource
competency of such tacit knowledge that is
difficult for global competitors to duplicate
Furthermore the tacit knowledge gain
through having highly qualified expatriate
managers in foreign subsidiaries can be
brought back and embedded into the domestic
firm-specific routines which in turn can
facilitate organizational learning ultimately
increasing organizational effectiveness in
global competitive positioning
By combining the three types of
competencies effectively the global
organizations can configure a repertoire of
strategic choices relative to a specific
national competitive environment while at
the same time being mindful of the need to
maintain consistency among subsidiary
policiesprocedures Such consistency is
derived from the development of a TMT
global mindset which in turn thrives on the
creation of an adequate pool of global
managers with complementary competencies
and maintains a proactive posture relative to
the value of assembling motivating and
retaining a multicultural management team
for use in global organizations (Kedia and
Mukherji 1999 Kefalas 1998 Paul 2000)
Therefore an expatriate staffing system
needs to be developed that facilitates effective
deployment of the firm-specific competencies
based on individual competencies of
expatriates
Competency-based model ofexpatriate selection
In an effort to develop a more comprehensive
selection process of expatriate managers for
increasingly complex global assignments a
model has been developed to highlight the key
decision variables in the method (see Figure 3
The basic premise of the model is that
potential expatriate managers have multiple
` IQsrsquorsquo that need to be inventoried to determine
the unique skill set of each candidate
(Sternberg 1996) In addition each candidate
has ` potentialrsquorsquo to learn additional
competencies but onersquos learning style directly
impacts on the learning process of new
competencies By having an insight into a
learning style development programs can be
designed to complement the expatriate
[ 73 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
candidatersquos learning style (Kolb 1974 1978
Mumford 1999) The ability (ie multiple IQ
inventory and additional learning) is the basis
of the competencies required to effectively
manage in complex global assignments But
one must look beyond abilities and learning
styles at the expatriatesrsquo ` action assessmentrsquorsquo
styles (ie thinking styles) to determine how
the IQs and additional learned skills interact
in solving complex managerial problems with
action in mind (Sternberg 1994a 1994b 1997c
Ceci 1996) The action contextenvironment
and the type of task also interact as important
issues when assessing the performance of
potential expatriate managers Each of the
elements in the model will be briefly
discussed
The use of multiple IQsThe selection of expatriate managers can
start by using a series of multiple IQs as
indicators of the abilities of each potential
candidate By focusing on a set of eight IQs
expatriate selection can be based on a
composite of IQs and later can be used as a
template to be matched with the
requirements of the expatriatersquos overseas
position Figure 4 provides definitions of
each IQ and explains how the eight IQs used
in the selection of expatriate managers are
derived from three theory-based categories
These three categories of IQs are modeled
after the triarchic theory of human
intelligence (Sternberg 1985 1996) and are
classified in the following manner (the
references below represent background
research on each IQ)
1 Analytical intelligence plusmn the planning
implementation evaluation of problem
solving processes and knowledge
acquisition which includes cognitive
intelligence (Binet and Simon 1916
Wechsler 1950) and emotional intelligence
(Cooper and Sawaf 1997 Gardner 1999
Goleman 1995 Dulevicz 2000)
2 Practical intelligence plusmn tacit knowledge that
can derive common sense intuition and
` street smartsrsquorsquo knowledge to adapt to an
environment or to shape the environment
to the problem facing the manager which
includes political intelligence (Ferris et
al 1994) culturalsocial intelligence
(Cantor and Kihlstrom 1987 Sternberg and
Smith 1985 Serale and Ward 1990)
organizational intelligence (Wagner and
Sternberg 1986 Davenport and Prusak
1998) and network intelligence (Albrecht
and Adelman 1987 Smith 1997 DeBurca
and McLoughlin 1988 Ford 1998)
3 Creative intelligence plusmn the ability to develop
innovative solutions to new problems in
novel environments which includes
innovative intelligence (Lubart and
Sternberg 1995 Sternberg and Lubart 1995
1996) and intuitive intelligence (Keegan
1982 Parikh 1994 Shirley and Langan-Fox
1996 Weick 1998 Anderson 2000)
The use of the multiple intelligences to
identify potential expatriate candidates
provides the human resource management
with a detailed inventory of the potential
expatriate competency base and at the same
time provides a semantic for an on-going
development program for each manager
Figure 3Global problem-solving potential
[ 74 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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International Perspectives on Individual
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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Emotional Intelligence Vol 15 No 4 pp 341-72
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Ferris G Perrewe P Anthony W and Gilmore D
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Fish A and Wood J (1996) ` A review of
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International Journal of Human Resource
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Human Resources Vol 35 No 1 pp 37-52
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Institutional and Theoretical Economics
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Ghoshal S and Bartlett C (1997) ` The myth of the
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for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
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Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
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Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
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Hambrick DC Davison SC Snell SA and Snow
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Hamilton RD and Kashlak RJ (1999) ` National
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International Review Vol 39 No 2 pp 167-89
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pp 488-504
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pp 223-44
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The Columbia Journal of World Business
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Harvey M (1996b) ` Addressing the dual-career
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International Journal of Human Resource
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Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
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Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
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expatriates a sensemaking and sensegiving
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expatriate managersrsquorsquo Journal of
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
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International Business Studies Vol 5 No 1
pp 25-37
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Wiley New York NY pp XXV-XXVII
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productivity and corporate financial
performancersquorsquo The Academy of Management
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Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
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Jensen P and Kolb DA (2000) ` Learning style
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International Perspectives on Individual
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Organizational Behavior An Experimental
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a competency-based perspectiversquorsquo Academy of
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and learning styles in Hong Kongrsquorsquo Journal of
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Leonard NH Leonard W Leonard SR and
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Journal of Organizational Behavior Vol 20
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Wiley New York NY pp XV-XIX
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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` Creativity as instrumentrsquorsquo California
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The International Journal of Human Resource
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Organizational Wisdom and Executive
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CA pp 40-64
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pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Once the ability inventory is taken the next
stage of the expatriate selection process is to
examine how the learning styles of potential
candidates influence their absorptive
capacity to acquire new competencies
The influence of learning stylesResearchers have developed a model of the
learning process that is characterized as a
four-stage cycle of learning (Jensen and Kolb
2000) The learning process is envisioned as
being active and passive as well as concrete
and abstract The four states of the learning
process are
1 concrete experience followed by
2 observation and reflection which lead to
3 the formation of abstract concepts and
generalization which engender
4 hypotheses to be tested in future action
which in turn close the cycle leading to
exposure to new experiences (Kolb 1978)
Each stage of the learning cycle may take
differing amounts of time but the learner
will attempt to structure each stage of the
learning cycle in a formal or in an informal
manner (Curry 2000 Jensen and Kolb 2000
Rayner 2000 Saddler-Smith 2000)
Four types of learning styles have been
identified through research and clinical
observations over the past 30 years using the
learning styles inventory (Kolb 1974 1978)
The learning styles are
1 Divergent learning style This style of
learning reflects the view of concrete
situations from many perspectives and
the organization of many relationships
into a meaningful ` gestaltrsquorsquo The focus of
learning in this learning style is on
cognitive adaptation to environmental
context by observation rather than by
taking action (Kolb et al 1995) As the
strength of this style of learning is in the
innovative manner in which these
individuals attempt to learn this would be
an ideal learning style for potential
expatriate candidates assigned to complex
global assignments Specifically these
individuals are most productive in
learning in situations that call for the
generation of multiple alternative ideas
and in developing an array of potential
solutions to managerial problems In
addition it has been found that
` divergersrsquorsquo have broad cultural interests
and have the ability to assimilate into
diverse groups or interact effectively
within heterogeneous cultural settings
The divergent learning style often has a
positive influence on the relationship
between multiple IQs of individuals and
their thinking styles given the openness
of these individuals to learning from
diverse and complex environmental cues
2 Convergent learning style The
` convergerrsquorsquo is an individual who has the
ability to learn through abstracting both
the problem and the contextsetting of the
problem The deductive conceptualization
and experimentation with the abstracted
facts by these potential expatriate
convergers signals they are very good at
structured problem solving testing
alternative solutions and the formulation
Figure 4Definitions of managerial IQs
[ 75 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Bond C and Wilson V (1998) ` Experiential
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Cantor N and Kihlstrom J (1987) ` Social
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in Shaver P (Ed) Review of Personality and
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Cooper R and Sawaf A (1997) Executive EQ
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behaviorrsquorsquo Human Resource Management
Review Vol 4 pp 1-34
Ferris G Perrewe P Anthony W and Gilmore D
(2000) ` Political skill at workrsquorsquo Organizational
Dynamics Vol 28 pp 25-37
Fish A (1999) ` Selecting managers for cross-
border assignments building value into the
processrsquorsquo International Journal of
Management Review Vol 1 No 4 pp 461-83
Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
partner preparation and adjustment in
developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
business enterprisesrsquorsquo Asia Pacific Journal of
Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
Harvey M (1985) ` The executive family an
overlooked variable in international
assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
Harvey M (1989) ` Repatriation of corporate
executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
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Journal of International Business Studies
Fall pp 411-32
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Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
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Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
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Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
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Leadership Leadership Library of America
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Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
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MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
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MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
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on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
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Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
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Reports Vol 79 pp 563-84
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RLrsquorsquo International Journal of Intercultural
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Spreitzer GM McCall MW and Mahoney JP
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executive potentialrsquorsquo Journal of Applied
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Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
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(Eds) Intelligence and Personality Cambridge
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Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
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Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
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Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
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pp 168-92
Sternberg R and Wagner R (1986) Practical
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in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
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Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
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Vol 10 pp 129-42
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of Overseas Work Assignments in the Navy (US
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Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
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Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
of a practical theory (ie to structure
processesroutines from experience in
order to form the bases for future decision
making) (Bond and Wilson 1998) The
structured problem solving by relying on
their cognitive IQ is the fundamental
strength of expatriates with this learning
style (Leonard and Kowalski 1999) The
hypothetical-deductive learning style is
best suited to technical specified
problems with little need to interact with
others in that these learners are
characterized by controlling both their
emotions and the need for inclusion
Expatriate managers who are assigned for
technical competency and have less to do
with managing a diverse social set of
individuals would best be selected if they
were converger type of learners
3 Assimilation learning style Like the
converger the assimlator type learner has
the ability to abstract complex problems
situations but in contrast uses inductive
reasoning to find solutions to decisions
This ` model buildingrsquorsquo type of learner is
prone to integrating a variety of disparate
information into an integrated model to
solve problems (Mumford 1999) As with
the convergent learner these individuals
are less likely to be effective
interpersonally particularly within a
heterogeneous group of individuals
Rather the assimilator enjoys the process
of learning and understanding This type
of learner is however less likely to want
to actually implement what has been
learned As they view the process of
learning as an end in itself expatriate
managers with an assimilation learning
style are less likely to act upon the
information or on the model that they
have built The ideal expatriate
assignment for assimilators would be in a
staff capacity to assist with technical
issues or to support more decisive
learners in the organization
4 Accommodative learning style As this
learning style is goal-oriented getting
things done is the primary value of
expatriate managers with this learning
style Such learning style stimulates risk
taking new opportunities interaction
with a diverse set of individuals and
cognitive adaptation to unique
environmental contexts These
individuals are willing and able to adapt
themselves to new environments and
social settings making them ideal
expatriate candidates for multiple
assignments The capacity for adaptive
learning of these expatriate candidates is
of particular significance when working
learning across cultures (Lam 1998
McMurray 1998) Their intuitive decision-
making process relies less on theory and
formalized routines and more on past
experiences and their ability to ` readrsquorsquo the
minds of others These expatriate
managers would be utilized best in
situations where informal interaction
with a variety of individuals is a business
necessity Particularly they are well-
suited for marketing and sales type
expatriates who are required to interact
with others outside the foreign subsidiary
(ie with customers suppliers
governmental officials and the like)
The learning style inventory (Kolb 1978) can
be administered to potential expatriate
managers to assist in determining how they
will augment their existing IQ inventories as
well as what types of overseas assignments
each individual would be best suited to
combine effectively abilities with learning
style The learning style assessment becomes
critical in identifying how on-going
development of each expatriate manager
should be undertaken as well as in forming
the bases for assignment tasks for various
expatriate candidates Given that most
expatriate managers will need to employ a
combination of their IQs in acquisition of
new competencies learning style analysis is
a critical element in the selection process As
the type of learning style influences the
relationship between a candidatersquos IQs and
critical thinking the role and structure of
expatriate thinking styles in a competency-
based expatriate selection process need to be
explored (Gadzella and Masten 1998)
Developing an understanding of individualthinking stylesThe multiple IQs and learning styles of
expatriate candidates are the potential for
accumulating competencies by overseas
managers But just as with any potential
there must be a mechanism to turn that
potential into action The action dimension of
the assessment of expatriate candidatesrsquo
potential starts with determining their
thinking styles (Sternberg 1997a) A thinking
style is a preferred way of thinking not the
natural or acquired ability but rather how
an individual translates his or her ability
and learning into intent for actions In other
words expatriate thinking styles involve
integrative utilization of their abilities and of
learning styles Putting knowledge
competencies to work beyond having ability
or attempting to learn yields effective
performance
[ 76 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
theory perspectiversquorsquo Academy of Management
Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Saddler-Smith E (2000) ` Cognitive style and
learning in organizationsrsquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
psychological and sociocultural adjustment
during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
Shirley D and Langan-Fox J (1996) ` Intuition
a review of the literaturersquorsquo Psychological
Reports Vol 79 pp 563-84
Smith RL (1997) ` Intercultural network theory
a cross-paradigmatic approach to Smith
RLrsquorsquo International Journal of Intercultural
Relations Vol 23 No 4 pp 629-58
Spreitzer GM McCall MW and Mahoney JP
(1997) ` Early identification of international
executive potentialrsquorsquo Journal of Applied
Psychology Vol 82 No 1 pp 6-29
Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
Theory of Human Intelligence Cambridge
University Press New York NY
Sternberg R (1994a) ` Thinking styles theory of
assessment at the interface between intelligence
and personalityrsquorsquo in Sternberg R and Ruggis P
(Eds) Intelligence and Personality Cambridge
University Press New York NY pp 169-87
Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
York NY
Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
University Press New York NY
Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Individual thinking styles have been
described as taking the following forms
1 monarchical thinking style plusmn the single-
minded individual that is driven to
succeed may be counted on to reach the
self-set or assigned objectives and is less
likely to be strongly influenced or
distracted by the environmental
uncertainty (ie high goal commitment
and achievement orientation)
2 hierarchical thinking style plusmn the individual
thinking style that is based on setting
priorities and recognizing that not all
goals can be reached therefore these
individuals tend to establish priors for
others in the organization (ie an
expatriate providing structure and a set of
priorities for the foreign subsidiary)
3 oligarchical thinking style plusmn a thinking
style that is based upon doing more than
one thing at a time and on willingness to
undertake multitask assignments Given
their interest in performing multiple
tasks individuals with this thinking style
have difficulty in establishing priorities
and are frequently unwilling to focus on
the primary goalobjective (ie may be
perceived as not being decisive) and
4 anarchical thinking style plusmn lack focus in
their thinking frequently appear to be
disorganized or random in their thinking
processes but are sometimes thought of as
being highly creative thinkers These
individuals also appear to have difficulty
making adjustments to the environmental
context when it becomes dynamic
(Sternberg 1997a)
When selecting expatriate managers
knowing their thinking styles prior to their
assignment can help to assist in selecting
appropriate managers for particular
assignments The type of the assigned task as
well as the task environment (ie internal
and external) can differentially influence the
relationship between thinking styles and the
execution of strategies Some thinking styles
of expatriates are more effective for solving
less structured new and complex problems
which allow the expatriates to think on their
own These expatriate candidates are more
readily willing to come up with their own
way of doing things and prefer to decide for
themselves what they will do and how they
will do it (Sternberg 1997a) In contrast there
are those who prefer to follow existing
routines and procedures and only want to
improve the efficiency of the processes
Expatriate candidates seldom want to
assess and evaluate the existing routines
procedures and to modify them to make the
process fit the environment or task more
closely (Sternberg 1997a) Overall a thinking
style of an expatriate manager reflects the
manner in which the expatriate attempts to
make decisions given the appropriateness of
his or her abilities and learning styles to
acquire competencies for solving problems
This action-oriented step is an important
component in the selection of expatriate
managers in that it reflects a pattern of
taking action which in turn must match the
task and environmental demands that the
expatriate is assigned to in the global
organization (Harvey 1996a)
The influence of the type of taskTasks that expatriate managers face can be
categorized into three types
1 coordinative tasks plusmn are tasks that are
integrative in nature and can be
illustrated by the following types of tasks
developing a marketing plan initiating an
organizational change in a foreign
subsidiary or selecting foreign suppliers
These tasks require a finely orchestrated
interaction between the domestic
organization and the subsidiary where the
expatriate manager is located at their
boundary and where speed accuracy and
reliance on others are essential for the
expatriate manager to accomplish such
tasks successfully
2 computational tasks plusmn are more structured
tasks that require utilization of an
established body of knowledge and
techniques for successful
accomplishment There is less ambiguity
in these tasks and there is a known
beginning and ending point in the set of
activities comprising these tasks While
most computational tasks are fairly
procedural and may require a great deal
of effort on the part of the expatriate
manager their demand on expatriates for
coordination with others is lessened and
3 creative tasks plusmn are tasks that do not have
` provenrsquorsquo answers or processes to find
their solution and are dependent on the
creative insights of the expatriate to find
acceptable solutions These tasks can be
approached andor framed in a number of
different ways because a wide variety of
information sources are to be scanned for
creative task accomplishment (Hambrick
et al 1998)
Therefore it is particularly difficult to
measure the resultoutcomes of performing
such tasks
An additional relevant attribute of a task is
the difficulty of the task that the expatriate
manager is attempting to resolve In the
determination of the relative ` difficultyrsquorsquo of
[ 77 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
ReferencesAlbrecht TL and Adelman MB (1987)
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the role of top management beyond structure
to processrsquorsquo Harvard Business Review Vol 73
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organizational performance program and
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Behling O (1998) ` Employee selection will
intelligence and concientiousness do the jobrsquorsquo
Academy of Management Executive Vol 12
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continuing need for global assignmentsrsquorsquo
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Intelligence in Children Williams amp Wilson
(original work published 1905) Baltimore
Black S Gregersen H and Mendenhall M (1992)
` Toward a theoretical framework of repatriation
adjustmentrsquorsquo Journal of International Business
Studies Vol 23 No 4 pp 737-60
Bond C and Wilson V (1998) ` Experiential
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Annual Review Inc Palo Alto CA Vol 42
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desire to terminate the assignment and
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Cooper R and Sawaf A (1997) Executive EQ
Emotional Intelligence in Leadership and
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Curry L (2000) ` Review of learning style
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International Perspectives on Individual
Differences Ablex Stamford CT
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Reason and Human Mind Putnam New York
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Knowledge How Organizations Manage What
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DeBurca S and McLaughlin D (1988) ` Business
network research a gounded theory
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Dowling P Welch B and Schuler R (1999)
Intention of Human Resource Management
Managing People in a Multinational Context
South-Western College Publication Cincinnati
OH
Dulewicz V (1998) Personal Competency
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Dulewicz V (2000) ` Emotional intelligence the
key to future successful corporate leadershiprsquorsquo
Journal of General Management Vol 25 No 3
pp 1-13
[ 83 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Dulewicz V and Higgs M (2000) ` Emotional
intelligence a review and evaluation studyrsquorsquo
Emotional Intelligence Vol 15 No 4 pp 341-72
Elkins T and Phillips J (2000) ` Job context
selecting decision outcome and the perceived
fairness of selection tests biodata as an
illustration corersquorsquo Journal of Applied
Psychology Vol 85 No 3 pp 479-84
Fatehi K (1994) ` Capital flight from Latin
America as barometer of political instabilityrsquorsquo
Journal of Business Research Vol 30 pp 187-95
Ferris G Fedor D and King T (1994) ` A
political conceptualization of managerial
behaviorrsquorsquo Human Resource Management
Review Vol 4 pp 1-34
Ferris G Perrewe P Anthony W and Gilmore D
(2000) ` Political skill at workrsquorsquo Organizational
Dynamics Vol 28 pp 25-37
Fish A (1999) ` Selecting managers for cross-
border assignments building value into the
processrsquorsquo International Journal of
Management Review Vol 1 No 4 pp 461-83
Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
partner preparation and adjustment in
developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
business enterprisesrsquorsquo Asia Pacific Journal of
Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
Harvey M (1985) ` The executive family an
overlooked variable in international
assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
Harvey M (1989) ` Repatriation of corporate
executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
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Journal of International Business Studies
Fall pp 411-32
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NJ
Kolb DA (1978) Learning Style Inventory
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Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
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Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
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Organizational Psychology Vol 4 Consulting
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Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
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Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
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Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
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Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
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MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
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MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
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Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
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Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
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Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
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RLrsquorsquo International Journal of Intercultural
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Spreitzer GM McCall MW and Mahoney JP
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Sternberg R (1985) Beyond IQ A Triarchic
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Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
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Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
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Sternberg R (1997c) Thinking Styles Cambridge
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Sternberg R and Lubart T (1995) Defying the
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Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
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Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
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Tung R (1981) ` Selection and training of personnel
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Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
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Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
the expatriatersquos assignment there are three
dimensions of the task that have to be taken
into consideration
1 the complexity of the task structure plusmn the
array of potential alternative solutions
the number of cuesinformation sources
relative to the task the relationship
between cues and criteria for solution of
the task and the number of steps or
phases to the task
2 ambiguity of the task content plusmn organizing
principles of the task unknown or
unavailable previous expatriatesrsquo
experience with the task limited or not
existent high likelihood of failurepartial
failure and cues not clear as to how to
frame the problem or organize the
information to solve the task and
3 form of task presentation plusmn only a brief
time span available for judgment
judgment of cues dependent on
perceptional predisposition of the
expatriate manager The greater the
overall complexity of the task the more
skilled and ` intelligentrsquorsquo (ie use of
multiple IQs) the expatriate manager
must be to address the cognitively
demanding nature of global assignment
tasks (Sternberg 1996)
The internalexternal environmentalcontextThe selection of an expatriate manager for a
global assignment could be strongly
influenced by the type of cultural
environment to which the individual will be
assigned (Harvey 1996) The cultural
distance between the home and host
countries needs to be assessed in the
expatriate selection process because it affects
the nature of the expatriate task (ie whether
the task is programmable or not) It is
significantly more difficult for expatriates to
contribute to the expertise of foreign
operations if the cultures of the two countries
are too dissimilar In order to enrich the
knowledge competency of the organization
the expertise of the expatriates have to ` fitrsquorsquo
in the knowledge context of the overseas
assignment and the organization to which
they are assigned (Bender and Fish 2000)
Cultural distance is measured as a
composite index of Hofstedersquos (1980) cultural
dimensions Cultural distance affects an
expatriatersquos understanding of decision-
making processes work values negotiation
patterns conflicts in JVs and wholly-owned
subsidiaries and fairness in reciprocity
(Gomez-Mejita and Palich 1997) Also the
degree of cultural distance will influence
performance ambiguity and task definition
(Hamilton and Kashlak 1999) As a result an
expatriatersquos task programmability and
performance measurability will be inversely
related to the cultural distance
Like cultural distance other influential
factors from the external environment such
as host-country political risk and economic
instability also decrease an expatriatersquos task
programmability and output measurability
A recent measure that combines both of these
two factors has been developed (Fatehi 1994)
The most challenging problem for human
resource management is the definition of an
expatriatersquos taskperformance criteria in the
selection process when all of these three
major environmental variables are salient
As a result the decision regarding which
managers to expatriate to these extreme
environments becomes critical
Also the nature of an expatriatersquos task will
likely vary with the industry in which the
organization operates An expatriatersquos task
and performance ambiguity will likely be
higher for services than for products as well
as higher for consumer products than for
industrial products Finally the factors from
the internal environment that influence an
expatriatersquos task and performance should be
taken into analysis such as the
organizationrsquos global ownership patterns top
management team characteristics strategic
orientation for geographic and product
diversification as well as cross-border
acquisitions and joint venturing and the
organizationrsquos prior experience in the host
country as well as a candidatersquos prior foreign
experiences (Harvey et al 1999)
Managerial implications ofexpatriate selection modelrecommended decision-makingprocedure
The specification of critical components of
the model for selection of expatriate
managers for complex global assignments
needs to be translated into a manageable
step-by-step selection procedure The
sequential selection process recommended
for managerial practice is outlined in Figure
5 and briefly discussed below The process
guides international human resource
managers how to design activities for each of
the stages of the process To be implemented
the expatriate selection process should be
institutionalized both in the domestic
organization and the foreign subsidiaries of
the focal organization because several the
stages of the process occur during the
expatriatesrsquo overseas assignment
[ 78 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Step one identification of potentialexpatriate pool of candidatesPrior to assessing the multiple IQs the
learning styles and the thinking styles of
potential expatriate managers a manager
must ensure that the ` poolsrsquorsquo of candidates
have been identified In particular if these
expatriates are going to come from outside
the organization the method of how can they
be identifiedattracted must have been
determined In practice expatriates most
frequently have come from within the focal
organization for a number of reasons
1 candidates are easier to identify and
contact
2 the background and developmental
progress of the candidates are available
3 candidates are frequently easier to entice
into taking an overseas position
4 the explicit costs are generally less than
those for the candidates on the market
5 internal candidates have social knowledge
of the companyrsquos culture and are familiar
with the value of international career
paths and
6 internal candidates are trusted in the
organization and therefore provide a
means to extend control to the global
operations (Harvey 1996)
Identifying external expatriate candidates is
a daunting task given the inadequate supply
of qualifiedexperienced managers The
reservoir of potential external expatriate
managers is limited and difficult to evaluate
because they typically have the corollary
negative characteristicstraits of internal
expatriate candidates (ie hard to identify
background unknown difficult to entice into
the organization significantly higher
explicit costs no prior knowledge of the
companyrsquos culture and low trustworthiness
due to lack of prior interaction with others in
the organization)
There are however a number of implicit
costs associated with selecting only
expatriate managers from inside the
organization such as reduced talent pool
within the domestic market as competition is
heightened in mature markets in case of a
higher than average failure rate of expatriate
managers the company could be losing value
managerial talents and frequently managers
will leave their company to avoid overseas
assignments when dual-career couples are
involved (Harvey 1995 1996ab 1997) Many of
these costs are negated with expatriate
candidates from outside the organization
The primary problem remains identifying
an adequate number of qualified external
candidates at a reasonable recruiting cost
and with a high probability of attracting
them to the organization
Step two assessment of IQ competenciesof expatriate candidatesThis stage in the expatriate selection process
is directed at testing the eight IQs of the
potential candidates Each IQ must be
measured and assessed as a complement to
the other IQs and the type of assignment that
is contemplated for the candidates
Measurement of each IQ can be accomplished
by using existing techniques identified in the
following research
1 Cognitive IQ There has been a long
history of measuring cognitive
intelligence with such measures as Binet
amp Simon Basic Intelligence Test (1916)
Thrustone Intelligence Test IV (1919)
Wechsler Intelligence Test (1950) Cattell
Figure 5Expatriate selection process for globalassignments
[ 79 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
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Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
organizationrsquorsquo in Landale A (Ed) Grower
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Myers M and Caulley M (1985) ` The Myers-
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Clark K and Clark M (Eds) Measure of
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importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
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MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
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Rayner SC (2000) ` Reconstructing style
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Journal Vol 39 No 3 pp 678-703
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Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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on Individual Differences Ablex Stamford CT
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Dynamics of Competence-based Competition
Elsevier Science Amsterdam
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during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
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Reports Vol 79 pp 563-84
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a cross-paradigmatic approach to Smith
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Spreitzer GM McCall MW and Mahoney JP
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Steiner C (1997) Achieving Emotional Literacy
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Sternberg R (1985) Beyond IQ A Triarchic
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(Eds) Intelligence and Personality Cambridge
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Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
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Success in Life Simon and Schuster New
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Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
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Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
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communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
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Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
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entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
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Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
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Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Personality Factor Questionnaire (1949)
Golf and Ackerman Intelligence-as-
Typical Performance Test (1992)
2 Emotional IQ A variety of tests in
psychology education and personal theory
fields have been developed to measure
emotional IQ (Damasio 1994 Goleman
1998 Steiner 1997) For measuring
emotional IQ in organizational settings an
EQ scale of 16 relevant competencies has
been developed in the Job Competencies
Survey developed by researchers (Dulevicz
1998 Dulevicz and Higgs 2000)
3 Political IQ A measure of political IQ
which contains 11 items has recently
been developed reflecting an individualrsquos
ability to exercise influence on others
beyond onersquos functional and resource
bases (Ferris et al 2000)
4 Culturalsocial IQ The sociocultural
adaptation scale (SCAC) was developed in
the last decade (Searle and Ward 1990) This
scale was developed based on an earlier
social skills scale (Trower et al 1978) Most
recently the SCAC has been expanded to
include cognitive as well as behavioral
domains (Ward and Kennedy 1999)
5 Organizational IQ The ability to
effectively ` get things donersquorsquo in an
interorganizational context has a proxy
measure of a team memberrsquos tacit
knowledge (Sternberg and Wagner 1986)
Instruments that measure tacit knowledge
in managers (Wagner and Sternberg 1991)
and other occupations (Sternberg et al
1997) have been developed and tested for
validity and reliability
6 Network IQ A network intelligence
measure which is related to interpersonal
relationships and examines the number of
nodes and ties in personal nets has been
developed (Albrecht and Adelman 1987)
This work has recently been expanded
based on the norms established for
members of Western social systems
(Smith 1997)
7 Innovative IQ A measure of innovative
intelligence has been developed based on
the investment theory of creativity
(Sternberg and Lubart 1991 1995)
8 Intuitive IQ The Keeganrsquos type indicator
form B (KTI) which has 16 items referring
to the function of sensing and intuition
was developed in the 1980s (Keegan 1982)
It has also been suggested that the KTI
instrument be used in conjunction with
the Myers-Briggs type indicator (MBTI)
first developed by Myers and Caulley in
1985 (Anderson 2000)
Given the variety of measures for each IQ it
is possible for the human resource managers
to compare results among tests as well as
retest candidates at some future time Most of
the tests that have been developed have been
used extensively and are considered reliable
measures for each IQ
Step three determination of learningstyles of expatriate candidatesLike the multiple IQs the individual learning
styles of potential expatriate managers must
be determined Kolb has undertaken the most
extensive empirical research on learning
styles research over the last 30 years (Kolb
1974) The learning styles inventory (LSI-IIa)
has been widely used in industry and
education to examine the preferred learning
styles of thousands of individuals (Kolb 1978)
The LSI assists learners in understanding
their strengths and weaknesses during the
four stages of the learning cycle The
inventory measures the learnerrsquos preferences
in the four stages of learning Preferences of
one or more stages over others indicate the
preferred learning style The inventory is
relatively inexpensive and self-administered
by the expatriate candidate This
straightforward instrument provides the
foundation for understanding the preferred
future learning styles of expatriates which is
of importance when considering
developmental needs of the candidate
Step four determination of thinking stylesof potential expatriate candidatesAs was stated earlier the thinking styles
reflect the action orientation of the potential
expatriate candidates and are of great value in
ascertaining the expatriatesrsquo predisposition to
making actionable decisions This predilection
to action becomes an important consideration
given the uniqueness of the expatriate
assignments and the limited procedures
routines that are established to guide decision-
making by the expatriate managers
There are a number of key issues associated
with thinking styles that must be taken into
consideration when analyzing the preferred
styles of potential expatriate managers
1 styles are preferences in the use of
abilities not abilities themselves
2 the consistency between thinking styles
and abilities creates synergy particularly
if the two are consistent with the task
requirements and the context of task
accomplishment
3 expatriate managers may have profiles
patterns of styles and are not relegated to
one style in all situations
4 styles are variableadaptable across tasks
and situations if the manager has an in-
depth knowledge of their thinking and
learning styles
[ 80 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Management Review Vol 40 No 1 pp 92-107
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Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
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Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
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Hambrick DC Davison SC Snell SA and Snow
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Hamilton RD and Kashlak RJ (1999) ` National
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International Review Vol 39 No 2 pp 167-89
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International Business Studies Vol 21 No 2
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Resource Management Review Vol 5 No 3
pp 223-44
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foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
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international relocation the trailing spousersquorsquo
International Journal of Human Resource
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Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
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expatriates a sensemaking and sensegiving
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Business Studies Vol 21 No 2 pp 131-44
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International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
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Wiley New York NY pp XXV-XXVII
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productivity and corporate financial
performancersquorsquo The Academy of Management
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` Technical and strategic human resource
effectiveness as determinants of firm
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Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
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International Business Studies Vol 25 No 4
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competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
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Leonard NH Leonard W Leonard SR and
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Management Journal Vol 13 No 5 pp 363-80
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
5 managers may vary fairly significantly in
their thinking style flexibility
6 the socialization of expatriate managers
can directly influence their thinking
styles and may require that a preferred
thinking style is modified to fit the host
countryrsquos organization or culture
7 managers thinking styles may vary across
their career life-cycle and change given
their stage of their personal or
professional life-cycle
8 thinking styles are teachable and trainers
may match their styles with expatriate
managers when they are being trained for
overseas assignments
9 the expatriate managerrsquos preferred
thinking style may not be ` acceptablersquorsquo in
a new environmental context (ie
culturally unacceptable or taboo within a
cultural context
10 thinking styles can be measured
(Sternberg 1997a)
Measurement of thinking styles has been
developed and extensively explored by
Sternberg and Wagner (for example see
Sternberg-Wagner self-assessment inventory
models in Sternberg (1997a))
Step five determination of assignmenttask and its environments (internalexternal)A manager must first determine the type of
the assignment task Marketing and RampD
expatriates commonly have creative tasks
production expatriates commonly have
coordinative tasks while finance and
accounting commonly have computational
tasks The next step is to rank the expatriate
task in terms of difficulty In general the
difficulty of an expatriate task increases with
its complexity ambiguity and
incompleteness These task characteristics
are the representations of the variables from
the organizationrsquos external and internal
environments
The most salient variable in the external
environment is the cultural distance between
the country of the expatriate assignment and
the home country of the organization The
measure for cultural distance was developed
by Kogut and Singh (1988) and has been
validated in subsequent research The other
two important variables from the external
environment are the political risk and
economic instability of the host country The
composite measure and the source
publications for these two factors can be
found in Fatehi (1994)
The important variables from the internal
organizational environment which increase
the difficulty of managing as an expatriate
are the problems associated with managing
in foreign hybrid organizational
environments generally represented by
combined ownership (ie joint ventures
strategic alliances) the top-managementsrsquo
attitude relative to the strategic importance
of the host country operationsmarket and
history of the organizationrsquos prior experience
in the host country market This information
is organization-specific and could have an
impact on the expatriate ability to
accomplish task specific objectives during
the foreign assignment
Step six assessment of familycharacteristicsIn the past the number one reason for
expatriate failures has been identified as
problems associated with the expatriatersquos
familyspouse (Harvey 1985 1997 1998 Fish
and Wood 1997a) Therefore in selecting
expatriates for global assignments it is
imperative to take the spouse and family into
consideration when the selection process is
being developed The problems with
expatriate spousefamily are becoming
central not only to expatriate failure rates
but to the increase in refusal to relocate
overseas (Harvey 1997) These problems are
being accentuated by the level of dual-career
professional couples and concerns of the
trailing-spouses as to how their careers will
be affected by their partnersrsquo transfer
(Harvey 1997 Harvey and Wiese 1998
Harvey et al 1999)
In an effort to reduce the negative impact
of family related problems a detailed
analysis of the family life-cycle should be
undertaken on each of the potential
expatriate candidates In this analysis of the
family the human resource management
needs to determine what stage of the family
life-cycle the expatriates family unit is in
(Harvey 1996a) the stage of professional
career development of the expatriatersquos
spouse the number of children and their
stage of educational attainment extenuating
family considerations such as special
education needs of children health related
issues for children and other extended
family considerations (ie sickelderly
parents) employment potential of the
expatriatersquos trailing spouse and the past
relocation experiences of the expatriate and
hisher family This assessment of family
related issues should be undertaken prior to
selecting managers to become candidates for
expatriation and not as an ` afterthoughtrsquorsquo
once the expatriation trainingdevelopment
has been started (Fish and Wood 1997a
Elkins and Phillips 2000) The family issues
can be significant enough in that at certain
[ 81 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Human Resources Vol 35 No 1 pp 37-52
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relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
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Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
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intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
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assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
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executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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International Business Studies Vol 5 No 1
pp 25-37
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` Technical and strategic human resource
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International Perspectives on Individual
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Management Journal Vol 13 No 5 pp 363-80
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Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
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[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
times or conditions good expatriate
candidates should not be selected for
assignments due to family considerations
Step seven development of repatriationprogram prior to expatriationTo ameliorate some of the basic family issues
associated with expatriation the selection
process should have a basic component that
examines issues associated with repatriating
the manager Researchers have determined
that the repatriation process plays a
significant role in assisting the expatriate
and their family with reentry adjustment
(Harvey 1989 Black et al 1992) Therefore
repatriation plans for each expatriate
candidate must be examined and plans
established prior to selection This is
necessary for two reasons to determine the
complexity of the re-entry problems (ie the
length of expatriation assignment the
culturaleconomic distance between home
and host country the stage of family life-
cycle the readjustment issues associated
with the spouse and family upon repatriation
and the like) and to provide the expatriate
candidate with vital information concerning
hisher career life-cycle and the preplanning
that the organization is undertaking to
ensure a positive re-entry experience for the
expatriate and their family The development
of the repatriation plan is also helpful in
developing a succession plan and timetable
concerning the expatriate and the position
that they are filling overseas
Step eight selection of expatriatecandidates and assignmentsThe final step in the selection process is the
matching of the candidates with assignments
or at the least regions in which the candidates
could be assigned This stage is to underscore
the point that expatriate managers cannot be
seen as equally applicable to all expatriation
assignments The type of assignment the
country characteristics the host organization
cultureclimate and the nature of the task
should all be taken into consideration when
aligning the expatriate with the array of
potential expatriation assignments
Summaryconclusions
In the new competitive landscape of the
knowledge-rich global economy effective
innovations particularly those in human
resource management systems are the
determining factor in the ability of
organizations to adapt and exploit global
opportunities The global human resource
management innovations are rooted within a
given set of practices influencing
organizational choices in a global context In
particular the practices associated with
transferring organization-specific
knowledge like the expatriation of key
individuals are central to generating flexible
strategic options in global markets
Effective expatriation requires a repertoire
of individual competencies appropriate for
integrating the tacit knowledge of local
subsidiary contexts which is scarce and
dispersed in the global organization This
dispersal of knowledge creates coordination
problems that go beyond the control
problems addressed by the routine practice of
expatriation Rather the expatriate abilities
learning thinking and acting must go
beyond the mere ` Bayesian updating of
priorsrsquorsquo (Foss 1999 p 465) to involve setting
up new interpretative frameworks for
handling new types of unforeseen problems
encountered in global markets Therefore for
effective organizational choices to be
supported by such innovative mental
constructs the development of an innovative
expatriate selection process is necessary
The proposed competency-based expatriate
selection process heightens a global
organizationrsquos alertness to neglected
opportunities in global markets thus
compensating for the potential problem of
expatriate ` hyper-ignorancersquorsquo (ie expatriates
not knowing what they do not know about new
market opportunities) as the globalization
process advances Overcoming this cognitive
constraint through appropriate expatriate
selection process is an important activity in
building a global mindset which goes beyond
the conventional management of information
asymmetry between the headquarters and
subsidiaries Expatriates selected based on a
set of competencies become the key foci of
dispersed knowledge about global markets
and can promote the coordination of specific
effective strategic choices Therefore the
competency-based expatriate selection may
contribute to the development of global
dynamic capabilities
Although only a portion of dispersed
knowledge about global markets can be fully
integrated through the competency-based
expatriation the resulting enhanced
organizational planning ability can however
successfully update top managementrsquos
knowledge base Thus the top management
team may become more informed about which
kind of specific knowledge is present in the
global organization which learning processes
are evolving in foreign subsidiaries and
which knowledge and practices may
successfully be transferred to other parts of
the global organization
[ 82 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
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Career DevelopmentInternational62 [2001] 69plusmn86
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border assignments building value into the
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Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
partner preparation and adjustment in
developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
business enterprisesrsquorsquo Asia Pacific Journal of
Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
Harvey M (1985) ` The executive family an
overlooked variable in international
assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
Harvey M (1989) ` Repatriation of corporate
executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
learning processrsquorsquo in Kolb DA Rubin IM
and McIntyre JM (Eds) Organizational
Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
organizationrsquorsquo in Landale A (Ed) Grower
Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
Leadership Leadership Library of America
Press West Orange CA pp 381-418
Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
Management Blackwell Business Cambridge
MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
Vol 42 No 2 pp 187-200
Pfeffer J (1994) Competitive Advantage through
People Harvard Business School Press Boston
MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
theory perspectiversquorsquo Academy of Management
Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Saddler-Smith E (2000) ` Cognitive style and
learning in organizationsrsquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
psychological and sociocultural adjustment
during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
Shirley D and Langan-Fox J (1996) ` Intuition
a review of the literaturersquorsquo Psychological
Reports Vol 79 pp 563-84
Smith RL (1997) ` Intercultural network theory
a cross-paradigmatic approach to Smith
RLrsquorsquo International Journal of Intercultural
Relations Vol 23 No 4 pp 629-58
Spreitzer GM McCall MW and Mahoney JP
(1997) ` Early identification of international
executive potentialrsquorsquo Journal of Applied
Psychology Vol 82 No 1 pp 6-29
Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
Theory of Human Intelligence Cambridge
University Press New York NY
Sternberg R (1994a) ` Thinking styles theory of
assessment at the interface between intelligence
and personalityrsquorsquo in Sternberg R and Ruggis P
(Eds) Intelligence and Personality Cambridge
University Press New York NY pp 169-87
Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
York NY
Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
University Press New York NY
Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
It should be noted that when expatriate
selection is competency-based then these
expatriates are able to capture those
elements of the global market environment
that are stable and possess unique features
(ie are non-repeatable and idiosyncratic)
The expatriates selected in the traditional
manner would focus on the typical features
and may not identify such specific features
With competent expatriates as its focuses of
tacit and distributed knowledge a global
organization faces lower coordination costs
which arise in the process of acquiring and
coordinating market knowledge in global
markets
ReferencesAlbrecht TL and Adelman MB (1987)
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Anderson J (2000) ` Intuition in managers are
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Baliga GM and Baker JC (1985) ` Multinational
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Management Journal Vol 50 No 4 pp 31-8
Barney J (1991) ` Firm resources and sustained
competitive advantagersquorsquorsquo Journal of
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Barrick MR and Mount MK (1991) ` The big five
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Personnel Psychology Vol 44 pp 1-26
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Global Industries Harvard Business School
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purposersquorsquo Harvard Business Review Vol 72
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Bartlett CA and Ghoshal S (1995) ` Changing
the role of top management beyond structure
to processrsquorsquo Harvard Business Review Vol 73
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Becker G and Gerhart B (1996) ` The impact of
human resource management on
organizational performance program and
prospectsrsquorsquo Academy of Management Journal
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Behling O (1998) ` Employee selection will
intelligence and concientiousness do the jobrsquorsquo
Academy of Management Executive Vol 12
No 1 pp 77-86
Bender S and Fish A (2000) ` The transfer of
knowledge and the retention of expertise the
continuing need for global assignmentsrsquorsquo
Journal of Knowledge Management Vol 4
No 2 pp 125-37
Binet A and Simon T (1915) ` The development
of intelligence for childrenrsquorsquo in Jenkins and
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pp 96-111
Binet A and Simon T (1916) The Development of
Intelligence in Children Williams amp Wilson
(original work published 1905) Baltimore
Black S Gregersen H and Mendenhall M (1992)
` Toward a theoretical framework of repatriation
adjustmentrsquorsquo Journal of International Business
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Bond C and Wilson V (1998) ` Experiential
learning plusmn from theory to practicersquorsquo Lifelong
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Buss DM (1991) ` Evolutionary personality
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LW (Eds) Annual Review of Psychology
Annual Review Inc Palo Alto CA Vol 42
pp 459-92
Caligiuri P (2000) ` The five big personality
characteristics as predictors of expatriatesrsquo
desire to terminate the assignment and
supervisor-rated performancersquorsquo Personnel
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Cantor N and Kihlstrom J (1987) ` Social
intelligence the cognitive basis of personalityrsquorsquo
in Shaver P (Ed) Review of Personality and
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Cattel W (1949) 16 Personality Factor
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Cooper R and Sawaf A (1997) Executive EQ
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studying approach and instructional
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International Perspectives on Individual
Differences Ablex Stamford CT
Damasio A (1994) Decartesrsquo Error Emotion
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Intention of Human Resource Management
Managing People in a Multinational Context
South-Western College Publication Cincinnati
OH
Dulewicz V (1998) Personal Competency
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Dulewicz V (2000) ` Emotional intelligence the
key to future successful corporate leadershiprsquorsquo
Journal of General Management Vol 25 No 3
pp 1-13
[ 83 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Dulewicz V and Higgs M (2000) ` Emotional
intelligence a review and evaluation studyrsquorsquo
Emotional Intelligence Vol 15 No 4 pp 341-72
Elkins T and Phillips J (2000) ` Job context
selecting decision outcome and the perceived
fairness of selection tests biodata as an
illustration corersquorsquo Journal of Applied
Psychology Vol 85 No 3 pp 479-84
Fatehi K (1994) ` Capital flight from Latin
America as barometer of political instabilityrsquorsquo
Journal of Business Research Vol 30 pp 187-95
Ferris G Fedor D and King T (1994) ` A
political conceptualization of managerial
behaviorrsquorsquo Human Resource Management
Review Vol 4 pp 1-34
Ferris G Perrewe P Anthony W and Gilmore D
(2000) ` Political skill at workrsquorsquo Organizational
Dynamics Vol 28 pp 25-37
Fish A (1999) ` Selecting managers for cross-
border assignments building value into the
processrsquorsquo International Journal of
Management Review Vol 1 No 4 pp 461-83
Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
partner preparation and adjustment in
developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
business enterprisesrsquorsquo Asia Pacific Journal of
Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
Harvey M (1985) ` The executive family an
overlooked variable in international
assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
Harvey M (1989) ` Repatriation of corporate
executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
learning processrsquorsquo in Kolb DA Rubin IM
and McIntyre JM (Eds) Organizational
Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
organizationrsquorsquo in Landale A (Ed) Grower
Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
Leadership Leadership Library of America
Press West Orange CA pp 381-418
Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
Management Blackwell Business Cambridge
MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
Vol 42 No 2 pp 187-200
Pfeffer J (1994) Competitive Advantage through
People Harvard Business School Press Boston
MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
theory perspectiversquorsquo Academy of Management
Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Saddler-Smith E (2000) ` Cognitive style and
learning in organizationsrsquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
psychological and sociocultural adjustment
during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
Shirley D and Langan-Fox J (1996) ` Intuition
a review of the literaturersquorsquo Psychological
Reports Vol 79 pp 563-84
Smith RL (1997) ` Intercultural network theory
a cross-paradigmatic approach to Smith
RLrsquorsquo International Journal of Intercultural
Relations Vol 23 No 4 pp 629-58
Spreitzer GM McCall MW and Mahoney JP
(1997) ` Early identification of international
executive potentialrsquorsquo Journal of Applied
Psychology Vol 82 No 1 pp 6-29
Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
Theory of Human Intelligence Cambridge
University Press New York NY
Sternberg R (1994a) ` Thinking styles theory of
assessment at the interface between intelligence
and personalityrsquorsquo in Sternberg R and Ruggis P
(Eds) Intelligence and Personality Cambridge
University Press New York NY pp 169-87
Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
York NY
Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
University Press New York NY
Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Dulewicz V and Higgs M (2000) ` Emotional
intelligence a review and evaluation studyrsquorsquo
Emotional Intelligence Vol 15 No 4 pp 341-72
Elkins T and Phillips J (2000) ` Job context
selecting decision outcome and the perceived
fairness of selection tests biodata as an
illustration corersquorsquo Journal of Applied
Psychology Vol 85 No 3 pp 479-84
Fatehi K (1994) ` Capital flight from Latin
America as barometer of political instabilityrsquorsquo
Journal of Business Research Vol 30 pp 187-95
Ferris G Fedor D and King T (1994) ` A
political conceptualization of managerial
behaviorrsquorsquo Human Resource Management
Review Vol 4 pp 1-34
Ferris G Perrewe P Anthony W and Gilmore D
(2000) ` Political skill at workrsquorsquo Organizational
Dynamics Vol 28 pp 25-37
Fish A (1999) ` Selecting managers for cross-
border assignments building value into the
processrsquorsquo International Journal of
Management Review Vol 1 No 4 pp 461-83
Fish A and Wood J (1996) ` A review of
expatriate staffing practices in Australiarsquorsquo
International Journal of Human Resource
Management Vol 7 No 4 pp 846-65
Fish A and Wood J (1997a) ` Managing spouse
partner preparation and adjustment in
developing a portable meaningful lifersquorsquo
Personnel Review Vol 26 No 6 pp 445-66
Fish A and Wood J (1997b) ` Cross cultural
management competence in Australian
business enterprisesrsquorsquo Asia Pacific Journal of
Human Resources Vol 35 No 1 pp 37-52
Ford D (1998) ` Two forms of interaction
relationships and networksrsquorsquo in Nauda P
and Turnbull D (Eds) Network Dynamics in
International Marketing Pergamon Oxford
Foss N (1999) ` The use of knowledgersquorsquo Journal of
Institutional and Theoretical Economics
Vol 155 pp 458-86
Gabby S and Zuckerman E (1998) ` Social capital
and opportunity in corporate RampD the
contingent effect of contact density on mobility
expectationsrsquorsquo Social Science Research Vol 27
pp 189-217
Gadzella BM and Masten WG (1998) ` Relation
between measures of critical thinking and
learning stylesrsquorsquo Psychological Report Vol 83
No 3 pp 1248-50
Gardner H (1999) Intelligence Reframed Multiple
Intelligences for the 21st Century Barrie
Books New York NY
Ghoshal S and Bartlett C (1997) ` The myth of the
generic manager new resource competencies
for management rolesrsquorsquo California
Management Review Vol 40 No 1 pp 92-107
Goleman D (1995) Emotional Intelligence
Bantam Books New York NY
Goleman D (1998) ` What makes a leaderrsquorsquo
Harvard Business Review November-December
pp 93-102
Golf M and Ackerman P (1992) ` Personality-
intelligence relationsrsquorsquo Journal of
Educational Psychology Vol 84 pp 537-52
GoAcircmez-Mejita L and Palich L (1997) ` Cultural
diversity and the performance of
multinational firmsrsquorsquo Journal of International
Business Studies Vol 28 No 2 pp 309-35
Gregersen H Morrison A and Black S (1998)
` Developing leaders for the global frontierrsquorsquo
Sloan Management Review Vol 40 No 1
pp 21-32
Hambrick DC Davison SC Snell SA and Snow
CC (1998) ` When groups consist of multiple
nationalities towards an understanding of the
implicationsrsquorsquo Organization Studies Spring
Hamilton RD and Kashlak RJ (1999) ` National
influences on multinational corporation
control system selectionrsquorsquo Management
International Review Vol 39 No 2 pp 167-89
Harris H and Brewster C (1999) ` The coffee
machine system how international selection
really worksrsquorsquo The International Journal of
Human Resource Management Vol 10 No 3
pp 488-504
Harvey M (1985) ` The executive family an
overlooked variable in international
assignmentsrsquorsquo Columbia Journal of World
Business Spring pp 84-93
Harvey M (1989) ` Repatriation of corporate
executives an empirical studyrsquorsquo Journal of
International Business Studies Vol 21 No 2
pp 131-44
Harvey M (1995) ` The impact of dual-career
families on international relocationrsquorsquo Human
Resource Management Review Vol 5 No 3
pp 223-44
Harvey M (1996a) ` The selection of managers for
foreign assignments a planning perspectiversquorsquo
The Columbia Journal of World Business
Winter pp 102-18
Harvey M (1996b) ` Addressing the dual-career
dilemmarsquorsquo Human Resource Planning Vol 19
No 4 pp 18-39
Harvey M (1997) ` Inpatriate training the next
challenge for global human resource
managementrsquorsquo International Journal of
Intercultural Relations Vol 21 No 3 pp 393-428
Harvey M (1998) ` Dual career couples during
international relocation the trailing spousersquorsquo
International Journal of Human Resource
Management Vol 9 No 2 pp 309-20
Harvey M and Wiese D (1998) ` Global dual-
career couple mentoring a phase model
approachrsquorsquo Human Resource Planning Vol 21
No 2 pp 33-48
Harvey M Speier C and Novicevic M (1999)
` Inpatriate managers how to increase the
probability of successrsquorsquo Human Resource
Management Review Vol 9 No 1 pp 51-82
Harvey M Buckley RM Novicevic M and
Wiese D (1999) ` Mentoring dual-career
expatriates a sensemaking and sensegiving
social support processrsquorsquo Journal of International
Business Studies Vol 21 No 2 pp 131-44
Hays RD (1971) ` Ascribed behavioral
determinants of success failure among US
expatriate managersrsquorsquo Journal of
International Business Studies Vol 2 pp 40-6
[ 84 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
learning processrsquorsquo in Kolb DA Rubin IM
and McIntyre JM (Eds) Organizational
Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
organizationrsquorsquo in Landale A (Ed) Grower
Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
Leadership Leadership Library of America
Press West Orange CA pp 381-418
Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
Management Blackwell Business Cambridge
MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
Vol 42 No 2 pp 187-200
Pfeffer J (1994) Competitive Advantage through
People Harvard Business School Press Boston
MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
theory perspectiversquorsquo Academy of Management
Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Saddler-Smith E (2000) ` Cognitive style and
learning in organizationsrsquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
psychological and sociocultural adjustment
during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
Shirley D and Langan-Fox J (1996) ` Intuition
a review of the literaturersquorsquo Psychological
Reports Vol 79 pp 563-84
Smith RL (1997) ` Intercultural network theory
a cross-paradigmatic approach to Smith
RLrsquorsquo International Journal of Intercultural
Relations Vol 23 No 4 pp 629-58
Spreitzer GM McCall MW and Mahoney JP
(1997) ` Early identification of international
executive potentialrsquorsquo Journal of Applied
Psychology Vol 82 No 1 pp 6-29
Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
Theory of Human Intelligence Cambridge
University Press New York NY
Sternberg R (1994a) ` Thinking styles theory of
assessment at the interface between intelligence
and personalityrsquorsquo in Sternberg R and Ruggis P
(Eds) Intelligence and Personality Cambridge
University Press New York NY pp 169-87
Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
York NY
Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
University Press New York NY
Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Hays RD (1974) ` Expatriate selection insuring
success and avoiding failurersquorsquo Journal of
International Business Studies Vol 5 No 1
pp 25-37
Heene A (1994) ` Forewordrsquorsquo in Hamel G and
Heene A (Eds) Competence-Based Competition
Wiley New York NY pp XXV-XXVII
Hofstede G (1980) Culture Consequences
International Differences in Work Related
Values Sage Beverly Hills CA
Hogan R (1996) Leadership Apsirations Inventory
Hogan Assessment Systems Inc Tulsa OK
Huselid M (1995) ` The impact of human
resource management practices on turnover
productivity and corporate financial
performancersquorsquo The Academy of Management
Journal Vol 38 No 3 pp 635-72
Huselid M Jenkins S and Schuler R (1997)
` Technical and strategic human resource
effectiveness as determinants of firm
performancersquorsquo Academy of Management
Journal Vol 40 pp 171-88
Jensen P and Kolb DA (2000) ` Learning style
and meaning making in conversationrsquorsquo in
Riding RJ and Rayner SG (Eds)
International Perspectives on Individual
Differences Ablex Stamford CT
John J (1994) ` Social knowledge as a control
system a proposition and evidence from the
Japanese EDI behaviorrsquorsquo Journal of
International Business Studies Vol 25 No 4
pp 295-324
Kedia B and Mukherji A (1999) ` Global
managers developing a mindset for global
competitivenessrsquorsquo Journal of World Business
Fall Vol 34 No 3 pp 230-47
Keegan W (1982) Keegan Type Indicator Form B
Warren Keegan Associates Press London
Kefalas AG (1998) ` Think globally act locallyrsquorsquo
Thunderbird International Business Review
Vol 40 No 6 pp 547-62
Kogut B and Singh H (1988) ` The effect of
national culture on the choice of entry modersquorsquo
Journal of International Business Studies
Fall pp 411-32
Kolb DA (1974) ` On management and the
learning processrsquorsquo in Kolb DA Rubin IM
and McIntyre JM (Eds) Organizational
Psychology Prentice-Hall Englewood Cliffs
NJ
Kolb DA (1978) Learning Style Inventory
Technical Manual McBer amp Co Boston MA
Kolb D Osland J and Rubin I (Eds) (1995)
Organizational Behavior An Experimental
Approach 6th ed Prentice-Hall Englewood
Cliffs NJ
Lado A and Wilson M (1994) ` Human resource
systems and sustained competitive advantage
a competency-based perspectiversquorsquo Academy of
Management Review Vol 19 pp 699-727
Lado A Boyd N and Wright P (1992) ` A
competency-based model of sustainable
competitive advantage toward a central
integrationrsquorsquo Journal of Management Vol 18
No 1 pp 77-91
Lam SSK (1998) ` Organizational performance
and learning styles in Hong Kongrsquorsquo Journal of
Social Psychology Vol 138 No 3 pp 401-2
Leonard NH Leonard W Leonard SR and
Kowalski KB (1999) ` Information
processing style and decision makingrsquorsquo
Journal of Organizational Behavior Vol 20
No 3 pp 407-20
Levy-Leboyer C (1994) ` Selection and assessment
in Europersquorsquo in Triandis H Dunnette M and
Hough L (Eds) Handbook of Industrial and
Organizational Psychology Vol 4 Consulting
Psychologists Press Palo Alto CA pp 173-90
Lubart T and Sternberg R (1995) ` An
investment approach to creativity theory and
datarsquorsquo in Smith SM and Finke R (Eds) The
Creative Cognition Approach MIT Press
Cambridge MA pp 269-301
McMurray D (1998) ` Learning styles and
organizational behavior in Japanese EFL
classroomsrsquorsquo Journal of Fukui Prefectural
University Vol 13 pp 31-47
Mahoney JT and Pandian JR (1992) ``The
resource-based view within the conversation
of strategy managementrsquorsquo Strategic
Management Journal Vol 13 No 5 pp 363-80
Mendenhall M Dunbar E and Oddou G (1987)
` Expatriate selection training and career-
pathing a review and critiquersquorsquo Human
Resources Management Vol 26 No 3 pp 331-45
Mumford A (1999) ` Learning styles and learning
organizationrsquorsquo in Landale A (Ed) Grower
Handbook of Training and Development 3rd ed
Myers M and Caulley M (1985) ` The Myers-
Briggs type indicator and leadershiprsquorsquo in
Clark K and Clark M (Eds) Measure of
Leadership Leadership Library of America
Press West Orange CA pp 381-418
Ones D and Viswesvaran C (1999) ` Relative
importance of personality dimensions for
expatriate selection a policy capturing studyrsquorsquo
Human Performance Vol 12 No 3 pp 275-90
Oster S (1990) Modern Competitive Analysis
Oxford University Press New York NY
Parikh J (1994) Intuition The New Frontier of
Management Blackwell Business Cambridge
MA
Paul H (2000) ` Creating a global mindsetrsquorsquo
Thunderbird International Business Review
Vol 42 No 2 pp 187-200
Pfeffer J (1994) Competitive Advantage through
People Harvard Business School Press Boston
MA
Rayner SC (2000) ` Reconstructing style
differences in thinking and learning profiling
learning performancersquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Roth K and OrsquoDonnell S (1996) ` Foreign
subsidiary compensation strategy an agency
theory perspectiversquorsquo Academy of Management
Journal Vol 39 No 3 pp 678-703
Rumelt R (1994) ` Forewordrsquorsquo in Hames G and
Heene A (Eds) Competence-Base Competition
Wiley New York NY pp XV-XIX
[ 85 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86
Saddler-Smith E (2000) ` Cognitive style and
learning in organizationsrsquorsquo in Riding RJ and
Rayner SG (Eds) International Perspectives
on Individual Differences Ablex Stamford CT
Sanchez R Heene A and Thomas H (1996)
Dynamics of Competence-based Competition
Elsevier Science Amsterdam
Searle W and Ward C (1990) ` The prediction of
psychological and sociocultural adjustment
during cross-cultural transitionsrsquorsquo Journal of
Intercultural Relations Vol 14 pp 449-64
Shirley D and Langan-Fox J (1996) ` Intuition
a review of the literaturersquorsquo Psychological
Reports Vol 79 pp 563-84
Smith RL (1997) ` Intercultural network theory
a cross-paradigmatic approach to Smith
RLrsquorsquo International Journal of Intercultural
Relations Vol 23 No 4 pp 629-58
Spreitzer GM McCall MW and Mahoney JP
(1997) ` Early identification of international
executive potentialrsquorsquo Journal of Applied
Psychology Vol 82 No 1 pp 6-29
Steiner C (1997) Achieving Emotional Literacy
Bloomsbury London
Sternberg R (1985) Beyond IQ A Triarchic
Theory of Human Intelligence Cambridge
University Press New York NY
Sternberg R (1994a) ` Thinking styles theory of
assessment at the interface between intelligence
and personalityrsquorsquo in Sternberg R and Ruggis P
(Eds) Intelligence and Personality Cambridge
University Press New York NY pp 169-87
Sternberg R (1994b) ` Allowing for thinking stylesrsquorsquo
Educational Leadership Vol 52 No 3 pp 36-40
Sternberg R (1996) Successful Intelligence How
Practical and Creative Intelligence Determine
Success in Life Simon and Schuster New
York NY
Sternberg R (1997a) ` Intelligence and lifelong
learning whatrsquos new and how can we use itrsquorsquo
American Psychologist Vol 52 No 10 pp 1134-9
Sternberg R (1997b) ` Managerial intelligence
why IQ isnrsquot enoughrsquorsquo Journal of
Management Vol 23 No 3 pp 475-93
Sternberg R (1997c) Thinking Styles Cambridge
University Press New York NY
Sternberg R and Lubart T (1991) ` An investment
theory of creativityrsquorsquo Human Development
Vol 34 pp 1-32
Sternberg R and Lubart T (1995) Defying the
Crowd Cultivating Creativity in a Culture of
Conformity Free Press New York NY
Sternberg R and Lubart T (1996) ` Investing in
creativityrsquorsquo American Psychologist Vol 51
pp 677-88
Sternberg R and Smith C (1985) ` Social
intelligence and decoding skills in nonverbal
communicationrsquorsquo Social Cognition Vol 2
pp 168-92
Sternberg R and Wagner R (1986) Practical
Intelligence Nature and Origins of Intelligence
in Everyday World Cambridge New York NY
Sternberg R OrsquoHara L and Lubart TI (1997)
` Creativity as instrumentrsquorsquo California
Management Review Vol 40 No 1 pp 8-21
Stroh LK and Caligiuri PM (1998) ` Strategic
human resources a new source for
competitive advantage in the global arenarsquorsquo
The International Journal of Human Resource
Management Vol 9 pp 1-17
Taylor S Beechler S and Napier N (1996)
` Toward an integrative model of strategic
international human resource managementrsquorsquo
Academy of Management Review Vol 21 No 4
pp 959-85
Thurstone LL (1919) ` Mental test for college
entrancersquorsquo Journal of Educational Psychology
Vol 10 pp 129-42
Trower P Bryant B and Argyle M (1978) Social
Skills and Mental Health Methuen London
Tucker M (1978) The Measurement and Prediction
of Overseas Work Assignments in the Navy (US
Navy Contract Number N00600b73 -D-0780)
Centre for Research and Education Denver CO
Tung R (1981) ` Selection and training of personnel
overseas assignmentsrsquorsquo Columbia Journal of
World Business Vol 16 No 1 pp 68-78
Tung R (1982) ` Selection and training procedures
of US European and Japanese multinationalsrsquorsquo
California Management Review Vol 25
pp 57-71
Wagner R and Sternberg R (1991) Tacit
Knowledge Inventory for Managers The
Psychological Corporation San Antonio TX
Ward C and Kennedy A (1999) ` The
measurement of sociocultural adaptationrsquorsquo
International Journal of Intercultural
Relations Vol 23 No 4 pp 659-77
Wechsler D (1950) ` Cognitive conative and non-
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International Journal of Intercultural
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Wechsler D (1950) ` Cognitive conative and non-
intellective intelligencersquorsquo American Psychologist
Vol 5 pp 78-83
Weick K (1998) ` The attitude of wisdom
ambivalence as the optimal compromisersquorsquo in
Srivasta S and Cooperider D (Eds)
Organizational Wisdom and Executive
Courage The Lexington Press San Francisco
CA pp 40-64
Welch D (1994) ``HRM implications of
globalizationrsquorsquo Journal of General
Management Vol 19 No 4 pp 52-68
Wood S (1999) ` Human resource management
and performancersquorsquo International Journal of
Management Reviews Vol 1 No 4 pp 367-413
Wright PM McMahan G and Williams A (1994)
` Human resources as a source of sustained
competitive advantagersquorsquo International Journal
of Human Resource Management Vol 5
pp 299-324
[ 86 ]
Michael Harvey andMilorad M NovicevicSelecting expatriates forincreasingly complex globalassignments
Career DevelopmentInternational62 [2001] 69plusmn86