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Motivation theories (HL)

Motivation theories (HL only)

"Dreams don’t have to just be dreams. You can make it a reality; if you just keep pushing and keep trying, then eventually you’ll reach your goal."
- Naomi Osaka (b. 1997), Japanese professional tennis player

All students need to learn the three motivation theories in the previous section (Maslow, Taylor, and Herzberg). In addition, the IB syllabus specifies the following motivation theories for HL only students:

  1. McClelland’s acquired needs theory

  2. Deci and Ryan’s self-determination theory

  3. Equity and expectancy theory.

McClelland’s acquired needs theory (AO3)

American psychologist David McClelland (1917 - 1998) put forward the acquired theory of needs. From his study of 500 managers working in 25 American companies, he concluded that three types of needs must be satisfied in order to boost morale: (i) the need for achievement, (ii) the need for power, and (iii) the need for affiliation.

(i)  The need for Achievement (n-Ach)

McClelland found that achievement-motivated people tend to be moderate risk takers. Low risk activities are too easy to accomplish so n-Ach people do not feel they have genuinely achieved anything. They do not take high risks either since the outcome is largely based on chance and luck, rather than through their own efforts. These people also prefer to work on tasks where they hold key responsibilities or to work alongside high achievers. They are more interested in personal success rather than extrinsic rewards that recognise their achievements.

This could mean that n-Ach people prefer not to delegate tasks. They also tend to self-reflect on their performance in order to find ways to further improve. McClelland suggested that the major causes of n-Ach are parental influences, cultural factors and educational experiences.

(ii)  Need for Power (n-Pow)

Power-motivated people like to influence the behaviour of others so tend to be very strong-willed.  Power can take two forms: personal or institutional. Those who seek personal power do so to pass on instructions or orders to others. Perhaps this makes the person feel more important, but it often makes others resent the individual who is seen by others as a ‘power freak’. Staff will have to do as they are told, whether they agree with the n-Pow person or not.

By contrast, people who have institutional power strive to make others work harder in order to achieve organizational aims and objectives. They use their authority to try and bring out the best in their staff. Hence, McClelland argued that these people are more likely to be successful. He also suggested that good leaders need to have at least moderate n-Pow since leadership is about influencing the behaviour of others.

(iii)  Need for Affiliation (n-Aff)

People who need affiliation seek to have a good social and working relationship with colleagues and the management team. This makes them happier at work, thereby increasing their morale and productivity. Such people tend to conform to group norms and avoid conflict in order to be accepted as part of a group.

Unlike n-Ach people who may prefer to work alone, n-Aff people favour opportunities for social interactions, such as teamworking or customer relations. According to McClelland, individuals who have the need for affiliation tend to make poor managers and leaders as they are more likely to focus on how they are perceived and the acceptance of others, rather than focusing on the task itself or strategic decision-making. According to McClelland, those with the need for achievement and power tend to make more effective managers and leaders.

Social media platforms suggest that affiliation is important for motivation

McClelland believed that these three needs are present in all people although the relative intensity of each varies from one person to the next. His main contribution to the Human Relations school of thought is that people with different kinds of needs are motivated differently.

McClelland's model showed the following:

  • Those with high n-Ach ought to be given achievable but challenging tasks. Tasks that are too easy are unchallenging whilst those that are too difficult mean there is no sense of real achievement as they are unmanageable.

  • People with high n-Pow could be given opportunities to manage and lead a team of people. This is important for people who want to get things done and be seen to be important for the organization.

  • Finally, those with n-Aff should be provided with a cooperative and collaborative working environment to gain their best performance. Hence, being part of a group or team is an integrated aspect of motivation.

Each person has a different balance of each of these three needs. McClelland suggested that we all have one of these as a dominant need. For example, a sales person on commission is likely to have a high need for achievement, whereas for a politician it might be the need for power. Therefore, managers who are aware of these needs and how they affect employees can allocate jobs and tasks more suitably to boost morale and productivity.

To review and consolidate your understanding of McClelland's acquired needs theory, watch this video that explains the theory in a concise way.

Deci and Ryan’s self-determination theory (AO3)

Professors Edward L. Deci (pronounced "Dee-Cee") and Richard Ryan developed the self-determination theory (SDT) of motivation. Self-determination refers to a person’s ability to think and act independently as well as to self-manage when it comes to decision making. There are two interrelated key assumptions of self-determination theory:

  • Individuals are keen to grow, i.e., the desire for growth drives our behaviours (no one intentionally seeks to fail).

  • Intrinsic motivation (or autonomous motivation) drives our actions, i.e., we have a desire to achieve internal goals, rather than external goals.

Hence, Deci and Ryan’s theory recognizes there are two types of motivation: autonomous (intrinsic) and controlled (extrinsic). Autonomous motivation means an individual is driven to success for their own psychological benefit, whereas controlled motivation is driven by the need for an external reward or to avoid a punishment. In particular, self-determination theory explores elements of intrinsic motivation (what is important to people), beyond extrinsic motivation (such as pay, fringe benefits, or status) which is largely determined by the employer.

Deci and Ryan suggest that if a person can behave in such ways, they are more likely to be motivated. By contrast, if people are always told what, how, and when things should be done, the level of self-determination and hence motivation will be low.

Deci and Ryan’s self-determination theory suggests there are three basic factors (or intrinsic psychological needs) that motivate people: (i) autonomy, (ii) competence, and (iii) relatedness.

(i)  Autonomy

Autonomy refers to being self-sufficient to direct and have control of our own lives. Having autonomy means a person's behaviour is self endorsed and that choice is self-initiated. Note that this means being able to make your own decisions rather than being independent which itself does not necessarily motivate (see relatedness below). For authentic autonomy, managers must avoid offering extrinic rewards, such as bonuses, because such reward systems remove the ability of people to have complete control over their own work. The work is then no longer only intrisically motivating.

Note that autonomy does not mean relinquishing accountability; employees must still be held accountable for their work. As William L. McKnight, president of 3M from 1929 - 1949, famously said “Hire good people and leave them alone” - autonomy simply enables people to have control over their tasks, time, techniques, and teams in order to achieve organization goals without relinquishing their accountability.

(ii)  Competence

Competence refers to the capacity and confidence to learn and do things to enhance our mastery in what we desire to do and the things that are important to us. It is about a person's abiluty to control outcomes, through their knowledge, skills, and areas of expertise. Deci and Ryan argue that competence is essential to people's overall performance and well-being. After all, people feel good about themselves if they are able to do a good job by completing different tasks successfully,

Managers need to be aware that any form of negative feedback can damage an employee's sense of competence. For example, employees will often come out of appraisal meetings with feelings of shortcomings and incompetence if they only focus on the areas in need of improvement rather than their strengths. Instead, managers should focus on providing constructive feedback and purposeful guidance to help develop an employee's level of competence. Furthermore, managers should avoid setting unrealistic (overly challenging or complex) tasks for employees so as to avoid feelings of incompetence in the workplace.

The same principle applies to learning. Competence and confidence in learning go hand in hand. As Zaretta Hammond, an influential American educator and curriculum designer, said "As kids start to see they're moving toward competence, they become more confident and engaged. That's the motivation cycle, and it can accelerate learning." (Culturally Responsive Teaching and the Brain, Corwin, 2014).

(iii)  Relatedness

Relatedness refers to our connections with other people in society. Such connections provide people with a sense of security as there are feelings of love and belonging. This is partly why fans of sports teams seemingly get on so well with each other when they watch and support the same team, even if they do not know each other. It is their relatedness that drives, or motivates, them to support their shared interest.

Relatedness is apparent at football stadiums

Hence, creating good professional relationships with others in the workplace helps individuals to have a sense of relatedness. Creating and nurturing opportunities for people to work in teams, rather than encouraging internal competition between employees, helps to improve self-determination and motivation at work.

Human nature means we typically feel better if we know that we matter to other people. In the business world, this could apply to careers and professions where others in society really matter beyond paying customers. Examples include:

  • Doctors

  • Nurses

  • Philanthropists

  • Social workers

  • Teachers

  • Volunteer / charity workers

Watch this short video clip in which Dr. Richard Ryan summarises the self-determination theory during his opening keynote at The Self-Determination Theory Conference in 2013.

However, a limitation of Deci and Ryan's theory of motivation - as with all motivation theories - is that it does not apply across all professions, national borders, and cultures. For example, do top professional footballers (soccer players) switch between football clubs (employers) primarily because of intrinsic values (such as being able to play for a more prestigious club or to play in the first team each week as Deci and Ryan would suggest) or mainly because of the extrinic motivation tied with the financial rewards and other perks offered by a larger, wealthier, and more famous football club?

Nevertheless, a strength of Deci and Ryan's model is that it spans across people’s lives, not just in the workplace, but including friendship groups, schooling and life itself. Ask yourself this question – if you had ten more years to live, what would you do? The Huffington Post reported that the majority of dying people (those with terminal illnesses) who were asked this question said they wished they “had the courage to live their lives being true to themselves rather than according to what others expected of them.” Applied to Deci and Ryan's theory, this simply means they would strive to have more autonomy, competence, and relatedness in their lives.

  Listen to Jane McGonigal’s inspiration talk about the game that can give you 10 extra years of life on TED talks, including the five top regrets of dying people.

To review and consolidate your understanding of Deci and Ryan's self-determination theory of motivation, watch this video that explains the theory in a comprehensive and concise way.

Equity and expectancy theory (AO3)

"When there is no consequence for poor work ethic, and no reward for good work ethic, there is no motivation."
- JD Roberts (b. 1956), Canadian-American television journalist

Equity theory and expectancy theory are both examples of process theories of motivation. This category of motivation theory considers how motivation occurs, rather than what motivates people. The IB syllabus specifies two process theories of motivation:

  • John Stacey Adams’ equity theory

  • Victor Vroom’s expectancy theory

Equity theory (AO3)
“I’m a great believer in luck, and I find the harder I work, the more luck I have.”
- Thomas Jefferson (1743-1826), 3rd President of the USA

John Stacey Adams (b. 1925), a behavioural psychologist from Belgium, expressed his equity theory of motivation in 1963. His theory looked at the comparative view and awareness of what is deemed to be fair (equitable) in the workplace. He argued that equity is based on the logic of social comparisons of fairness in the workplace. If you have ever felt demotivated or dissatisfied by a sense of unfairness, then this theory will make sense to you.

Adams's equity theory suggests that motivation is more than just wages and salaries because employees compare the ratio of their input (effort) to output (rewards), and also make such comparisons with their colleagues in order to determine their own sense of fairness. In turn, this interpretation or evaluation will influence their levels of motivation.

People are motivated if their input (effort) is perceived to be fair (equitable) in comparison with the output (such as pay and rewards). For example, a student is unlikely to put in a huge amount of effort for a test or examination if s/he believes the effort will simply lead to a poor grade (the output).

Equity is also perceived from comparisons with the rewards for other people in the organization. Perceived inequalities cause demotivation in the workplace. For example, if some workers have a greater workload but are paid the same as their peers, these workers will become demotivated as their input (workload) to output (pay) ratio is perceived to be unfair, i.e. it is inequitable. Hence, equity theory helps to explain why financial rewards and working conditions alone do not determine motivation. The theory also suggests why internally promoting a particular person or rewarding them with a particular pay-rise or bonus can have a demotivating effect on others in the workplace.

However, note that the theory suggests it is fair to have wage differentials in the workplace. Highly productive workers should be paid more, otherwise there would not be any incentives to work harder or to seek promotions in the workplace.

Essentially, the theory suggests that employees are demotivated if they feel their inputs are greater than the outputs. By contrast, when people feel fairly or well treated they are more likely to be motivated.

Examples of interrelated inputs (or efforts) in Adams's equity theory include:

  • Adaptability (flexibility)

  • Commitment (loyalty)

  • Determination

  • Education

  • Effort (hard work)

  • Experience

  • Personal sacrifices

  • Skills

  • Support for others

  • Time

  • Tolerance

  • Training and development

Examples of interrelated outputs (or outcomes) in Adams's equity theory include:

  • Advancement (growth)

  • Fringe payments (perks)

  • Gratitude (appreciation) from others

  • Job satisfaction

  • Job security

  • Purpose (the opportunity to make a difference)

  • Recognition / praise / acknowledgement

  • Remuneration (wages and salaries)

  • Reputation

  • Responsibility

  • Salaries / wages

  • Sense of achievement

  • Status (rank)

  • Stimulus (engagement and interest)

However, critics of the theory say that perceptions of equity in the workplace will vary from organization to organization, and that the perceptions are subjective and a matter of personal opinion. What is perceived to be fair to one person or group of workers is not necessarily the case for others.

 Teacher only box

You may wish to show this short video of an experiment to see what happens when a monkey gets cucumbers as a reward, but another ape gets grapes for doing exactly the same thing:

Download this poster to add to you notes and/or use as a revision tool with students. The poster has been created by my highly talented IBEN colleague Tahmidul Haq Ansari.
  Key concept - Ethics

Why are women, on average, paid less than men?

Is it fair that women - all across the world - are paid less than men for doing essentially the same work? Can this be regarded as equitable or ethical in any way whatsoever? Whilst there may be historical or cultural reasons for the gender pay gap, why do such disparities still exist in the 2020s?

The gender pay gap is evident across the planet

A gender gap exists if there is a difference between women and men reflected in social, political, intellectual, cultural, and economic activities, attitudes, and opportunities. Correcting the gender gap is important for sustainability (indeed, this is the 5th of the UN's Sustainable Development Goals). Hundreds of millions of people could come out of extreme poverty if women were given equal access rights to productive resources, for example.

  Watch this 19-minutes Netflix documentary about why women are paid less than men (on average), and answer the 16 accompanying questions. The video features Hillary Clinton and Anne-Marie Slaughter who discuss the cultural norms at the centre of the worldwide gender pay gap, including the so-called "motherhood penalty", and how countries like Iceland and Rwanda have made very contrasting strides in closing the gender pay gap.

Questions

  1. In Poland, how many cents do women earn for every dollar a man earns?

  2. Who is the prime minister of Iceland?

  3. What percentage of women were working in factories and/or in offices throughout the 1950s?

  4. What reasons were behind the pay gap throughout the 1950s and 1960s?

  5. What is a major factor that dates back to the 50s and 60s that still affects pay / gender gaps?

  6. What amount of the US, UK and progressive Scandinavian countries' population thinks women should work full time, according to surveys mentioned in the video?

  7. Non-caregiver women earn what percentage of each dollar earned by men?

  8. How many more children are looked after by single mothers than there are fathers in the US?

  9. Who is the Rwandan ambassador of the United Nations?

  10. Who is the women's rights advocate of Rwanda?

  11. What is the minimum percentage of representatives of all levels of the Rwandan government that must be held by women?

  12. What event happened in 1975 that contributed towards a shrink in the pay gap in Iceland?

  13. What year did Iceland impose a law requiring employers having to provide new mothers with 3 months of paid leave and by how many months was this extended by in 1988?

  14. What percentage do women earn for each dollar a man earns in Iceland?

  15. What percentage of Americans think new fathers should work full time?

  16. What percentage of the Rwandan population were women following the violence in 1994? 

 Teacher only box

Answers

Timings are shown for reference only

Q1.  In Poland, how many cents do women earn for every dollar a man earns?

0:20
91 Cents

Q2.  Who is the prime minister of Iceland?

1:31
Katrin Jakobsdottir

Q3.  What percentage of women were working in factories and/or in offices throughout the 1950s?

2:55
70 percent

Q4.  What reasons were behind the pay gap throughout the 1950s and 1960s?

3:45
Lower workforce participation / education attainment (literacy rates) and/or “feminine” jobs

Q5.  What is a major factor that dates back to the 50s and 60s that still affects pay / gender gaps?

5:04
Women raising children/being a mother

Q6.  What amount of the US, UK and progressive Scandinavian countries' population thinks women should work full time, according to surveys mentioned in the video?

5:22
Only a fraction

Q7.  Non-caregiver women earn what percentage of each dollar earned by men?

8:22
96%

Q8.  How many more children are looked after by single mothers than there are fathers in the US?

9:15
3 times as many

Q9.  Who is the Rwandan ambassador of the United Nations?

10:09
Valentine Rugwabzia

Q10.  Who is the women's rights advocate of Rwanda?

10:33
Consolee Nishimwe

Q11.  What is the minimum percentage of representatives of all levels of the Rwandan government that must be held by women?

12:02
30%

Q12.  What event happened in 1975 that contributed towards a shrink in the pay gap in Iceland?

13:00
Major protests attempting to object the gender pay gap

Q13.  What year did Iceland impose a law requiring employers having to provide new mothers with 3 months of paid leave and by how many months was this extended by in 1988?

14:11
1981, 6 months

Q14.  What percentage do women earn for each dollar a man earns in Iceland?

15:30
90 cents

Q15.  What percentage of Americans think new fathers should work full time?

5:35
70%

Perhaps the more interesting question is to consider the percentage of American that think new mothers should return to full-time employment, and when they should do so...

Q16.  What percentage of the Rwandan population were women following the violence in 1994?

11:10
60-70%

This was a stimulus for far greater gender equality throughout the country.


Expectancy theory (AO3)

"Great things come from hard work and perseverance. No Excuses."
- Kobe Bryant (1978 - 2020), American professional NBA basketball player

Victor H. Vroom (b. 1932) suggested that people only put in the effort to do a task if they expect that their role will help to achieve the required result. If workers feel they lack the ability, expertise or skill to achieve a target, then their level of effort will be lower (which reflects a lower level of motivation).

Vroom’s expectancy theory of motivation (1964) showed that a variety of factors affect a person’s approach to work. However, it is assumed that workers will choose the route that offers the greatest probability of achieving their goals. So, if workers feel or believe that they will be appropriately rewarded for their efforts, the higher their productivity level tends to be. For example, performance-related pay (PRP) is a type of financial reward that can motivate workers as more effort should lead to an employee meeting or exceeding key performance indicators so they achieve a financial bonus.

Professor Vroom, from the Yale School of Management, found a positive correlation between a person’s efforts and his or her level of performance. He recognised that a worker’s performance is based on personal factors such as experience, skills, knowledge and self-belief. He argued that when faced with alternative approaches to dealing with a certain task, people choose the option with the greatest motivation force, consisting of three parts:

  • Expectancy - People have different expectations about their capability and self-confidence in tackling a task. There are also different perceptions about the level of difficulty of the task.

  • Instrumentality - People hold the perception that if they meet performance targets then they will be rewarded accordingly (or what they think is desirable as an award). Managers must ensure that promises are kept to gain people’s trust and therefore their level of motivation.

  • Valence - Managers need to find out what staff value since people place different values on different rewards. Valence means rewarding people with what will give people a sense of satisfaction. In tackling a task, people consider whether it is worth any extra effort in terms of both intrinsic rewards (such as satisfaction and ego) and extrinsic rewards (such as money and promotion).

In essence, Vroom's expectancy theory of motivation advocates creating and maintaining positive links between the high level of effort (inputs) with appropriate rewards to generate high performance (outputs). Vroom expressed this as a motivation equation:

M = E × I × V

where M = Motivation, E = Expectancy, I = Instrumentality, and V = Valence.

What this means is that if any of the three elements of motivation is too low, the level of motivation will be low. Furthermore, if any of the elements is zero (i.e., missing), then there is no motivation to do a particular job.

  Theory of Knowledge (TOK)

The table below outlines the theorists stated in the IB DP Business Management course. Does it matter to our knowledge that we only study the theories of academics who are Caucasian or predominantly from North America - and that they are all male academics?

Theorist

Theory

Nationality

Adams, John Stacey

Equity theory (HL)

Belgium

Deci, Edward

Self-determination theory (HL)*

USA

Herzberg, Frederick

Motivation-hygiene

USA

Maslow, Abraham

Hierarchy of needs

USA

McClelland, David

Acquired needs theory (HL)

USA

Ryan, Richard

Self-determination theory (HL)*

USA

Taylor, Frederick

Scientific management

USA

Vroom, Victor

Expectancy theory (HL)

Canada

Also, just to note, John Stacy Adams completed his Bachelor’s, Master’s, and PhD in the United States. Victor Vroom completed his PhD in the United States as well.

 Theory of Knowledge (TOK)

The table below outlines the theorists stated in the IB DP Business Management course. Does it matter to our knowledge that we only study the theories of academics who are Caucasian or predominantly from North America - and that they are all male academics?

Theorist

Theory

Nationality

Adams, John Stacey

Equity theory (HL)

Belgium

Deci, Edward

Self-determination theory (HL)*

USA

Herzberg, Frederick

Motivation-hygiene

USA

Maslow, Abraham

Hierarchy of needs

USA

McClelland, David

Acquired needs theory (HL)

USA

Ryan, Richard

Self-determination theory (HL)*

USA

Taylor, Frederick

Scientific management

USA

Vroom, Victor

Expectancy theory (HL)

Canada

 Business Management Toolkit (BMT)

Discuss how knowledge of Hofstede's cultural dimensions can help managers to gain a better understanding of motivation in theory and practice.

 Theory of Knowledge (TOK)

Given the complexities of human behaviours across different countries and cultures, what do we truly know what motivates different employees?

True or False Quiz

To test your understanding of this HL topic (Motivation theory), have a go at the following true or false questions.

No.

Statement

True or False?

1.

According to David McClelland, power-motivated people like to influence the behaviour of other people and do so by passing on instructions or orders to them.

True

2.

According to David McClelland, people with the need for achievement and power tend to make more effective managers and leaders than those with the need for affiliation.

True

3.

An employee's time, experience, skills, and enthusiasm in the production process are examples of inputs under the equity theory of motivation.

True

4.

According to Deci & Ryan, autonomous motivation means an individual is driven to success for their own psychological benefit.

True

5.

A lower labour turnover rate is more desirable for a business as it signifies a higher level of staff motivation.

True

6.

An employee's wage or salary, fringe benefits, recognition, and career opportunities are all examples of outputs under the equity theory of motivation.

True

7.

According to the expectancy theory of motivation, employees will evaluate their inputs against their outputs (and may also compare these with that of their colleagues).

False - this refers to equity theory

8.

Victor H. Vroom's expectancy theory of motivation suggests that people only put in the effort to do something if they expect that their role will contribute to the desired result.

True

9.

Autonomy is a key determinant in Deci & Ryan's motivation theory, referring to being self-sufficient to direct and have control of our own lives.

True

10.

According to David McClelland's theory of motivation, there is a positive correlation between a person’s efforts and his or her level of performance.

False - this is Victor Vroom's theory

Key terms (HL only)

  • Autonomy is a key determinant of motivation in Deci & Ryan's motivation theory, which refers to a person being self-sufficient to direct and have control of our own lives.

  • Competence is a second key determinant of motivation in Deci & Ryan's motivation theory, which refers to a person's capacity and confidence to learn and do things to enhance their mastery in what they desire to do and the things that are important to them.

  • Deci & Ryan’s self-determination theory suggests there are 3 basic factors (or intrinsic psychological needs) that motivate people: (i) autonomy, (ii) competence, and (iii) relatedness.

  • Equity theory is J.S Adams’ theory of motivation which suggests that people make social comparisons of fairness in the workplace based on the ratio of their input (effort) to output (rewards).

  • Expectancy theory is Victor H. Vroom's theory of motivation which suggests that people only put in the effort to do a task or job if there is an expectation and belief that their role will actually help to achieve the required result.

  • John Stacey Adams’ equity theory of motivation suggests that people make social comparisons of fairness in the workplace, based on the ratio of their input (effort) to output (rewards).

  • McClelland's acquired theory of needs suggests there are 3 types of needs that must be satisfied to boost morale: (i) the need for achievement, (ii) the need for power, and (iii) the need for affiliation.

  • Process theories of motivation, such as equity theory and expectancy theory, are a category of motivation theory that considers how motivation occurs, rather than what motivates people.

  • Relatedness is a third and final key determinant of motivation in Deci & Ryan's motivation theory, which refers to our connections with other people in society that provide people with a sense of security, as well as love and belonging.

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