Analysis of institutional factors in the implementation of the action research methodology: lessons learned in a case study

The growing need for academic research to generate a tangible social impact has increased the relevance of collaborative methodologies. Among them, the "Action Research" method stands out for its application in the field of business organization. This is especially relevant in the field of Operations Management as it involves close collaboration with organizations.This study aims to examine the key institutional factors that influence the success of the implementation of the "Action Research" methodology in the business context. Through a case study, two main contributions are made to the "Action Research" literature. First, six key institutional factors are identified to consider in the implementation of an Action Research project: external and internal environment, leadership, strategy, communication, and organizational resources and capabilities. Second, the analysis provides a series of lessons learned that cover the influence of aspects related to company's environment; alignment of objectives; participation of employees; clear definition of roles; training; adaptation and support of work team member; an adequate technological infrastructure; how to promote the participation of external agents; and the influence of communication channels.The identification and analysis of these factors and the lessons learned serve as a reference framework for researchers who are considering carrying out an "Action Research" project to transfer it to the company with which they are going to collaborate, and thus determine if the right conditions are in place to carry out the study.