Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University

Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University Dissertation_Paula Aleksandrowicz_12 ... - Jacobs University

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2.6. Pay-off of my Project I regard my project as valuable because the reversal of the trend towards early exit is a pressing issue in European countries. The trend needs to be analysed in its implications at company level, as this is largely an under-researched ´black box´. Existing accounts of firm behaviour towards older workers based on quantitative data leave many questions open, esp. with regard to the impact of pension and labour market reform and demographic change and the role of works councils in age management (see Köchling/Deimel 2006: 153 ff; Bellmann et al. 2007: 5; Bellmann et al. 2006: 17). Up to date, there have been few comparative analyses which addressed both the pull as well as the push factors of retirement. With my study, I want to combine those two approaches and analyse both the institutional and firm-level determinants of labour market activity and retirement of older workers. My results may help to assess the employment and retention chances of older workers and to develop adequate policy responses and incentives. Moreover, representative surveys in Polish and German companies and German firm case studies on age management have not yet studied the impact of recent legislative changes in the field of old-age pensions and labour market policies. My study will continue the analysis of welfare and work arrangements conducted by Naschold et al. (1994b) before the onset of paradigmatic reforms in Germany, and broaden the view to several fields of personnel policies within the firms. Central and Eastern European Countries are under-researched in many respects. So far, there has neither been conducted any comprehensive research on the policy of Polish firms towards older workers, nor has Poland – with the exception of the ActivAge project (Perek- Białas/Ruzik 2004a) and the European Foundation project (Rogut et al. 2007) – been included in comparative analyses of this sort. One reason for this situation is that qualitative surveys in Polish companies are still a rarity. My work shall therefore contribute to the research of transformation countries. Moreover, comparative research usually adopts a static perspective (Heidenreich 1991: 49). My research surpasses this boundary and regards personnel and externalisation policies of firms against the framework of changing old-age pension legislation. German case studies are conducted at two points, and the interview slots with managers and trade union representatives in Polish companies were also set one year apart in time to take account of the changes within the firm. With the longitudinal qualitative analysis, I will contribute to 31

the development of qualitative methods. My study will include also another methodological innovation. On the basis of evidence form qualitative studies, I will conduct a typology of firms which will picture the degree to which they externalise or internalise older workers and the degree to which they are pursuing a holistic age management strategy, or resorting solely to reactive policies. I will take into accounts several criteria for several fields of personnel policy, which goes beyond the approach applied by other analyses of ´good practice´ (Bertelsmann Stiftung/BDA 2003; Taylor 2006). Another advantage of my study is the inclusion of expert interviews with both management and employee representatives on the topic of ageing workforce. Most frequently, corporate analyses on the employment of older workers concentrate solely on the opinions and reporting of management (e.g. IAB Establishment panel; Koller/Gruber 2001). 2.7. Methodology In my dissertation, I will utilise the following empirical methods: 1) Qualitative case studies at establishment level in Poland and Western Germany. There are various meanings to the concept of a ´case´ which complicate a precise delineation. I adhere here to the definition of Vaughan (1992: 175) who understands cases as “organizational forms that are analyzed regarding some similar event, activity, or circumstance.” My analysis of two (country) case studies can be more distinctly described as ´collective case studies´ (Stake 2000: 437), as each of the country studies consists of several case studies of single firm sites, or as ´layered´ or ´nested´ case studies (Patton 2002: 447). My expert interviews were of the ´systematising´ type (in distinction to exploratory interviews) and were conducted in order to collect pertinent information on the subject of interest in a systematic way, serving the purpose of comparison, after experts have been identified and the interview guideline set up (Vogel 1995: 74). 2) qualitative expert interviews based on a semi-structured guideline with representatives of intermediary organisations and public administration (trade unions, employers´ associations, employment office, placement service, ministries, administration of German Statutory Old-Age Pension Insurance) and with researchers, conducted in Germany in autumn and winter 2003). 32

the development of qualitative methods.<br />

My study will include also another methodological innovation. On the basis of evidence<br />

form qualitative studies, I will conduct a typology of firms which will picture the degree to<br />

which they externalise or internalise older workers and the degree to which they are<br />

pursuing a holistic age management strategy, or resorting solely to reactive policies. I will<br />

take into accounts several criteria for several fields of personnel policy, which goes beyond<br />

the approach applied by other analyses of ´good practice´ (Bertelsmann Stiftung/BDA 2003;<br />

Taylor 2006).<br />

Another advantage of my study is the inclusion of expert interviews with both<br />

management and employee representatives on the topic of ageing workforce. Most<br />

frequently, corporate analyses on the employment of older workers concentrate solely on the<br />

opinions and reporting of management (e.g. IAB Establishment panel; Koller/Gruber 2001).<br />

2.7. Methodology<br />

In my dissertation, I will utilise the following empirical methods:<br />

1) Qualitative case studies at establishment level in Poland and Western Germany.<br />

There are various meanings to the concept of a ´case´ which complicate a precise<br />

delineation. I adhere here to the definition of Vaughan (1992: 175) who understands cases<br />

as “organizational forms that are analyzed regarding some similar event, activity, or<br />

circumstance.” My analysis of two (country) case studies can be more distinctly described<br />

as ´collective case studies´ (Stake 2000: 437), as each of the country studies consists of<br />

several case studies of single firm sites, or as ´layered´ or ´nested´ case studies (Patton 2002:<br />

447).<br />

My expert interviews were of the ´systematising´ type (in distinction to exploratory<br />

interviews) and were conducted in order to collect pertinent information on the subject of<br />

interest in a systematic way, serving the purpose of comparison, after experts have been<br />

identified and the interview guideline set up (Vogel 1995: 74).<br />

2) qualitative expert interviews based on a semi-structured guideline with<br />

representatives of intermediary organisations and public administration (trade<br />

unions, employers´ associations, employment office, placement service, ministries,<br />

administration of German Statutory Old-Age Pension Insurance) and with<br />

researchers, conducted in Germany in autumn and winter 2003).<br />

32

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