Herzberg Q
Herzberg Q
Herzberg Q
................................................................................................
................................................................................................
This study reports the results of a survey of 2700 employees in business operations
at a large public, research university. The analysis tests Herzberg et al.’s (1959)
well-known, duality theory of motivators and hygiene factors and the impact of
personal characteristics and job characteristics on perceptions of the work
environment and job satisfaction. The results offer inconclusive support of
Herzberg’s theory although the work itself is the strongest predictor of job
satisfaction after controlling for both personal and job characteristics. The study
concludes by discussing both practical implications, for those in leadership
positions in a university, and theoretical implications for researchers interested in
exploring job satisfaction in a higher education context.
................................................................................................
................................................................................................
KEY WORDS: job satisfaction; quality of worklife; work climate; administrative staff.
yCenter for the Study of Higher and Postsecondary Education, The University of Michigan,
610 East University Ave, Ann Arbor, MI 48109-1259, USA.
*Address correspondence to: Marvin Peterson, Center for the Study of Higher and Post-
secondary Education, The University of Michigan, 610 East University Ave, Ann Arbor, MI
48109-1259, USA. E-mail: [email protected].
229
0361-0365/07/0300-0229/0 Ó 2006 Springer Science+Business Media, LLC
230 SMEREK AND PETERSON
(2) What are the greatest predictors of job satisfaction? (3) And can
Herzberg’s duality theory of motivators and hygiene factors be verified
in a higher education context? The importance of this research is not
only in testing Herzberg’s duality theory and expanding our knowledge
of this concept in higher education, but also, in pinpointing the levers to
improve the worklife in a university. Thus, this research has both theo-
retical and practical implications for understanding higher education.
LITERATURE REVIEW
Understanding job satisfaction requires knowing some of the major
debates in the field of industrial psychology. The concept of job satisfac-
tion emerged in this area and Herzberg’s duality theory is one of its ma-
jor postulates. In higher education, job satisfaction, particularly among
administrators, has been sparsely examined, and cumulatively the stud-
ies in this area suggest there is little unity in understanding job satisfac-
tion in a college or university context. This paper begins by reviewing
Herzberg’s duality theory then summarizes the understanding of job
satisfaction in higher education.
job satisfaction. In sum, the higher education literature does not have a
conclusive notion of what comprises job satisfaction among administra-
tors in a college or university, and this study helps build our under-
standing of this phenomenon.
Personal Characteristics
• Gender
• Minority-status
• Age
• Length of Service
Motivators (Intrinsic)
• Recognition
• Work Itself
• Opportunity for Advancement
• Professional Growth Opportunities
• Responsibility
• Good Feelings about Organization
• Clarity of Mission
Job Satisfaction
Hygiene Factors (Extrinsic)
• Effective Senior Management
• Effective Supervisor
• Good Relationships w/ Co-Workers
• Satisfaction with Salary
• Satisfaction with Benefits
• Presence of Core Values
Job Characteristics
Work Unit
• Facilities & Op.
• Human Resources
• Finance
• Administrative IT
Union/Non-Union
METHODOLOGY
Research Approach & Instrument
To test the conceptual model and research questions a survey was
conducted of the business operations employees at a large, public re-
search university. The survey was distributed primarily online although
paper surveys were available and completed by a small percentage of
the sample. The 109 questions of the survey were written by an internal
team which was led by an organization development specialist in busi-
ness operations along with a customer satisfaction consulting firm.
The survey covered the topics of training and development; recogni-
tion and praise; collaboration and teamwork; communication; alignment
with mission and goals; and feelings about one’s job (a complete survey
is available from the author upon request). The questions ranged from
strongly disagree to strongly agree on a 10-point Likert scale. In addi-
tion to the 109 questions, the following six demographic items were in-
cluded: area of employment, union membership, sex, age, being a
member of a racial or ethnic minority, and length of service at the
university.
Analysis
The first stage of analysis was data reduction through principle com-
ponent analysis (PCA) with a direct oblimin rotation on the job satis-
faction and perceived work environment questions. This process was
conducted to identify factors approximate to Herzberg’s work environ-
ment dimensions and resulted in 13 factors. A questionnaire item was
included into a factor for which it had the highest loading and if the
loading was above .4. The 13 factors that resulted are displayed in
Table 2. Values for each factor were put on a consistent scale by tak-
ing the sum of the scores on the items multiplied by the factor load-
ings and dividing it by the sum of the loadings. Dividing the weighted
total of the items by the sum of the loadings puts the factors on a
consistent 1–10 scale and allows for comparison. Overall, 75 of the
109 questions converged into the 13 factors. For all of the factors a
higher score indicates a more positive response. Reliability tests were
conducted for each of the 13 factors, and they range from .76 to .97,
with an average reliability of .89. The reliability of each factor is also
reported in Table 2.
In addition to the 13 perceived work environment factors, three items
converged into a job satisfaction index. The three questions that con-
verged were: (1) Imagine your ideal job. How well does your current
position compare to that ideal job? (2) Overall, how satisfied are you
with your job? (3) Consider all the expectations you had when you star-
ted your current job. To what extent does your current job fall short or
exceed those expectations? The factor loadings of these items and the
reliability of the dependent variable is reported in Table 2.
Table 3 illustrates the connection of the factors found in the
survey with Herzberg’s motivators and hygiene factors. Of Herzberg’s
EXAMINING HERZBERG’S THEORY 237
TABLE 2. Factors and Items Resulting from Factor Analysis of Perceived Work
Environment and of Job Satisfaction
Loading
TABLE 2. (Continued )
Loading
Responsibility (a = .870)
I have control over how I do my work 0.699
My opinion counts at work 0.590
I have a say in decisions that affect my work 0.640
The physical environment allows me to do my job 0.624
I have the necessary resources, tools or 0.613
equipment to do my job
Good Feelings about Organization (a = .946)
I feel a strong sense of belonging to the University 0.817
I enjoy discussing the University with people 0.810
who do not work here
I have a strong commitment to the University 0.776
I am proud to work for the University 0.751
I care about the future of the University 0.730
Clarity of Mission (a = .913)
I understand how my work supports 0.754
the mission of business operations
I understand how my work supports 0.745
the University’s mission of research, teaching and service
I understand how my work supports 0.701
the mission of my unit/department
I know what is expected of me at work 0.535
Work is organized so that each person can see 0.519
the rel. between his/her job and the goals of the org.
The goals of my unit/department are clear to me 0.435
Hygiene Factors
Effective Senior Management (a = .955)
Senior management keeps employees informed 0.764
Senior management effectively communicates 0.722
the goals and strategies of our unit/department
Senior management demonstrates leadership practices 0.689
that are consistent with the stated values of our unit/department
Effective Supervisor (a = .970)
My supervisor communicates well 0.891
My supervisor manages people effectively 0.878
My supervisor is an effective decision-maker 0.858
Overall, how would you rate your supervisor? 0.851
My supervisor creates an environment that fosters trust 0.836
My supervisor is approachable and easy to talk with 0.819
My supervisor cares about me as a person 0.766
EXAMINING HERZBERG’S THEORY 239
TABLE 2. (Continued )
Loading
Motivators
Recognition Recognition
Work Itself Work Itself
Advancement Opportunity for advancement
Growth Professional growth opportunities
Responsibility Responsibility
Achievement No related questions on survey
Non-matching Motivators Clarity of mission
Found in Survey Good feelings about organization
Hygiene Factors
Company Policy Effective senior management
and Administration Satisfaction with benefits
Supervision/Relationship Effective supervisor
with Supervisor
Salary Satisfaction with salary
Relationship with Peers Good relationships with co-workers
Personal Life No comparable factor emerged
Status No related questions on survey
Security No related questions on survey
Relationship with Subordinates No related questions on Survey
Work Conditions No comparable factor emerged
Non-matching Hygiene Factor Presence of core values
Found in Survey
latent factor that converged in the PCA and was included as a hygiene
factor because the three items comprising core values do not seem to
intrinsically lead to a satisfying work environment, but the absence
of them, and the unethical behavior that would ensue, could lead to a
dissatisfying environment.
In Table 4 personal characteristics were first analyzed to investigate
the research questions of the conceptual model. T-tests were used to
identify the significant differences among the categorical variables of
gender and minority status with the 13 work environment factors and
job satisfaction. Second, the continuous variables of age and length of
service were correlated with the 13 work environment dimensions and
job satisfaction.
In Table 5 the impact of job characteristics is analyzed. First, ANO-
VA assesses the mean of the 13 work environment factors and job satis-
faction among the four work units of finance, human resources, facilities
& operations, and administrative information technology. Second,
T-tests examine the mean differences among the 13 work environment
factors and job satisfaction by the categorical variable of union-status.
Finally, in Table 6 the relative impact of the 13 factors controlling
for personal and job characteristics is assessed using a multiple regres-
sion model to evaluate the predictive weight of the constructs in the
conceptual model. In the regression analysis, cases were excluded list-
wise to be most conservative, resulting in an N = 1132, and facilities
& operations is used as the baseline category for work unit in the
regression model.
RESULTS
This study examines relationships between an employee’s personal
characteristics, job characteristics, perceived work environment, and job
satisfaction. The results are presented in the order of the research ques-
tions: (1) How influential are personal characteristics and job character-
istics on job satisfaction? (2) What are the greatest predictors of job
satisfaction? (3) And can Herzberg’s duality theory of motivators and
hygiene factors be verified in a higher education context?
Personal Characteristics
Table 4 reports the relationship between the characteristics of gender,
minority-status, age, and length of service on job satisfaction. Regarding
gender differences, females are more satisfied on 12 of the 13 work
242
TABLE 4. T-tests and Correlations of Personal Characteristics with Perceived Work Environment and Job Satisfaction
Age Length of
Service
Motivators
Recognition 6.0 6.5 ** 6.3 5.9 * 0.01 1756 )0.06 * 1798
Work Itself 7.9 8.1 * 8.1 7.4 ** 0.11 ** 1805 0.05 * 1851
Advancement 6.3 7.0 ** 6.7 6.0 ** )0.04 1497 )0.05 * 1540
Professional Growth Opportunities 5.9 7.1 ** 6.5 6.0 ** )0.05 * 1770 )0.11 ** 1813
Responsibility 6.9 7.4 ** 7.2 6.8 ** )0.01 1787 )0.04 1833
Good Feelings about 8.1 8.5 ** 8.3 8.0 ** 0.03 1790 )0.01 1836
Organization
Clarity of Mission 7.4 8.0 ** 7.7 7.4 ** 0.04 1779 0.01 1825
Hygiene Factors
Effective Senior Management 5.5 6.3 ** 6.0 5.4 ** )0.04 1784 )0.07 ** 1828
Effective Supervisor 6.7 7.1 ** 6.9 6.6 * )0.02 1686 )0.05 * 1729
Good Relationships 7.3 7.8 ** 7.6 6.9 ** )0.01 1754 )0.02 1796
with Co-Workers
Satisfaction with Salary 5.6 5.5 – 5.7 5.1 ** 0.04 1758 )0.01 1806
Satisfaction with Benefits 7.0 8.0 ** 7.6 7.1 ** )0.07 ** 1787 )0.10 ** 1837
Presence of Core Values 6.2 6.5 ** 6.3 6.1 – )0.01 1722 )0.09 ** 1764
Job Satisfaction 5.9 6.1 * 6.1 5.4 ** 0.08 ** 1808 )0.01 1735
N = 1031 N = 835 N = 1522 N = 277
55% 45% 85% 15%
1 = Strongly Disagree; 10 = Strongly Agree; *p < .05 (2-tailed); **p < .01 (2-tailed).
SMEREK AND PETERSON
TABLE 5. ANOVA of Work Unit and T-test of Union-status with Perceived Work Environment and Job Satisfaction
Factor Finance Facilities & Op. Human Res. Admin. IT Welch F* Sig. F Non-union Union T-test
Motivators
Recognition 6.6 5.8 7.3 6.6 31.1 ** 6.6 5.4 **
Work Itself 8.1 7.8 8.7 8.1 13.7 ** 8.1 7.6 **
Advancement 7.3 6.1 7.3 6.7 32.0 ** 7.0 5.4 **
Prof. Growth Opportunities 7.5 5.7 7.3 7.2 79.8 ** 7.1 5.0 **
Responsibility 7.7 6.7 7.8 7.5 39.6 ** 7.5 6.4 **
EXAMINING HERZBERG’S THEORY
Good Feelings about Org. 8.6 8.0 8.7 8.6 15.6 ** 8.5 7.7 **
Clarity of Mission 8.3 7.3 8.2 7.9 37.5 ** 8.0 6.9 **
Hygiene Factors
Effective Senior Management 6.9 5.1 6.9 7.0 74.7 ** 6.6 4.4 **
Effective Supervisor 7.2 6.5 7.5 7.3 19.2 ** 7.2 6.3 **
Good Rel. with Co-workers 8.0 7.1 8.2 8.1 39.8 ** 7.9 6.8 **
Satisfaction with Salary 5.4 5.4 6.1 6.1 9.9 ** 5.6 5.5 –
Satisfaction with Benefits 8.0 7.0 8.5 8.1 58.5 ** 8.0 6.4 **
Presence of Core Values 6.8 6.1 6.6 6.3 14.7 ** 6.5 5.9 **
Job Satisfaction 6.1 5.8 6.5 6.0 6.2 ** 6.1 5.6 **
N = 430 N = 1127 N = 152 N = 278 N = 1313 N = 551
22% 57% 8% 14% 70% 30%
*Note: Unequal group sizes violated the assumption of homogeneity of variance. Therefore, Welch F-ratio was used.
**p < .01 (2-tailed).
243
244 SMEREK AND PETERSON
B SE B Beta Sig.
*p < .001.
environment dimensions with salary being the only variable where wo-
men are not more satisfied. These results mirror Spencer’s finding that
business operations at a university had the greatest number of signifi-
cant differences based on gender (1997, 100). Of the 13 factors, the
greatest difference between men and women is in their perception of
professional growth opportunities, with women being substantially higher
in this perception. Overall, the results suggest that females in business
operations are much more satisfied with their work experience.
Regarding minority perceptions of the work environment, minorities
are significantly lower on 12 of the 13 dimensions. The three greatest
perceived differences between minorities and non-minorities are in
advancement, relationships with co-workers, and the work itself. The only
EXAMINING HERZBERG’S THEORY 245
Job Characteristics
Table 5 reports the second aspect of the conceptual model—the effect
of job characteristics on the 13 work environment dimensions and job
satisfaction. Regarding the influence of work unit, employees in facilities
& operations are less satisfied than people in finance, human resources,
and information technology. In fact, facilities & operations ranks lower
on all 13 work environment factors with the largest difference being
their perceptions of senior management’s effectiveness, advancement, and
professional growth opportunities. Table 5 also indicates that human re-
source employees are the most satisfied on 8 of the 13 factors and in
overall job satisfaction. Relatively speaking, they are the most satisfied
with recognition and benefits. The item with the most parity among the
four work units is in satisfaction with salary.
Regarding union-status, Table 5 reports that unionized employees are
less satisfied than non-union members. In fact, union workers rank be-
low non-union staff on all 13 of the work environment dimensions. The
low level of satisfaction among union members replicates the finding of
Vander Putten et al. (1997). Perhaps not surprisingly, the largest differ-
ence between the 13 factors is in the perception of the effectiveness of se-
nior management. Union members have a 4.4 rating while non-union
members average 6.6. It is unclear whether the perception of ineffective
management forms unions or being in a union creates this perception.
246 SMEREK AND PETERSON
Both factors probably have an influence. Similar to work unit and gen-
der, the only area of equal perceptions between union and non-union
members is in satisfaction with salary.
DISCUSSION
Practical Implications
Given that job satisfaction is important to the effectiveness and vital-
ity of an institution, there are numerous practical implications of this
EXAMINING HERZBERG’S THEORY 247
Theoretical Implications
In examining the differences between Herzberg’s motivators and
hygiene factors, this research duplicate Ewen’s study that found only
one factor, the work itself, acted in accordance with Herzberg’s concep-
tualization (1966). While none of the hygiene factors in the model are as
powerful as the work itself, the results do not support a clear delinea-
tion between intrinsic and extrinsic dynamics as Herzberg’s theory sug-
gests. Based on this result there are two theoretical implications to be
learned.
First, Herzberg’s duality theory is intriguing precisely because it is
simple and general, but in this context it was not accurate in predict-
ing a clear delineation of job satisfaction determinants. Researchers
have moved toward more complex formulations of job satisfaction
that forgo the simplicity of Herzberg’s theory. For example, Kalleberg
(1977) delineates the job environment into six dimensions: (1) the
intrinsic dimension, which refers to characteristics associated with the
task itself; (2) the convenience dimension, which refers to good hours,
pleasant physical surroundings, and convenient travel; (3) the financial
dimension which includes items such as pay, fringe benefits, and job
security; (4) relationships with co-workers and whether there are chan-
ces to make friends and meet social needs; (5) a career dimension that
includes items such as whether the chances for promotion are good;
and (6) resource adequacy which refers to whether there is enough
help, equipment, and information required to adequately complete the
job.
This example illustrates that as we move toward greater complexity in
describing job satisfaction we lose simplicity. This reflects Thorngate’s
(1976) postulate that it is impossible for a theory of social behavior to
be simultaneously general, accurate, and simple. Researchers can secure
two of the three virtues, but automatically concede the third (Weick,
1979). For example, case studies are both accurate and simple but forgo
being generalizable. While psychoanalytic theory is general and accurate
but certainly not simple. Herzberg’s theory demonstrates simple-general
research, but what use is a theory if it is not accurate? Metaphors
and theories such as loose coupling (Weick, 1976) and Garbage Cans
(Cohen, March, and Olsen, 1972) are useful because they help us talk
about complex phenomena is simple ways. Yet, when pressed they
seemingly can be applied to everything, yet do not precisely explain any-
thing. Herzberg’s theory asks us to question whether the determinants
of job satisfaction lie solely in the job itself (the ‘‘intrinsic’’ view), or
whether satisfaction is the consequence of an interaction between the
EXAMINING HERZBERG’S THEORY 249
ACKNOWLEDGMENT
The authors wish to thank Eric Dey for his generous comments on
earlier drafts of this paper.
REFERENCES
Austin, A. E., and Gamson, Z. F. (1983). Academic workplace: New demands, heightened
tensions. ASHE/ERIC Higher Education Research Report No. 10. Washington, DC:
American Association for Higher Education.
Behling, O., Labovitz, G., and Kosmo, R. (1968). The Herzberg controversy: A critical
reappraisal. Academy of Management Journal 11(1): 99–108.
Cohen, M. D., March, J. G., and Olsen, J. P. (1972). A garbage can model of organizational
choice. Administrative Science Quarterly 17: 1–25.
Ewen, R. (1964). Some determinants of job satisfaction: A study of the generality of Herzberg’s
theory. Journal of Applied Psychology 48(3): 161–163.
Hackman, J. R., Oldham, G. R, Janson, R., and Purdy, K. (1975). A new strategy for job
enrichment. California Management Review 17(4): 59–76.
Hackman, J. R., and Oldham, G. R. (1980). Work Redesign Reading, Addison-Wesley, MA.
Hagedorn, L. S. (1994). Retirement proximity’s role in the prediction of satisfaction in academe.
Research in Higher Education 35(6): 711–728.
Herzberg, F. (1987). One more time: How do you motivate employees? Harvard Business Review
September–October, 109–120.
Herzberg, F. (1966). Work and the Nature of Man, World Pub. Co, Cleveland.
250 SMEREK AND PETERSON
Herzberg, F., Mausner, B., and Snyderman, B. B. (1959). The Motivation to Work (2nd edn).
John Wiley & Sons, New York.
Janson, P., and Martin, J. K. (1982). Job satisfaction and age: A test of two views. Social Forces
60: 1089–1102.
Johnsrud, L. K. (2002). Measuring the quality of faculty and administrative worklife:
Implications for college and university campuses. Research in Higher Education 43(3):
379–395.
Johnsrud, L. K., and Rosser, V. J. (1999). College and university mid-level administrators:
Explaining and improving their morale. Review of Higher Education 22(2): 121–141.
Johnsrud, L. K., Heck, R. H., and Rosser, V. J. (2000). Morale matters: Midlevel
administrators and their intent to leave. Journal of Higher Education 71(1): 34–59.
Kalleberg, A. (1977). Work values and job rewards: A theory of job satisfaction. American
Sociological Review 42: 124–143.
Kanter, R. M. (1977). Men and Women of the Corporation, Basic, New York.
Mintzberg, H. (1979). The Structuring of Organizations: A Synthesis of the Research. Prentice-
Hall, Englewood Cliffs, NJ.
Olsen, D., Maple, S. A., and Stage, F. K. (1995). Women and minority faculty job satisfaction:
Professional role interests, professional satisfactions, and institutional fit. Journal of Higher
Education 66(3): 267–293.
Scott, W. R. (2002). Organizations: Rational, Natural, and Open Systems (5th edn). Prentice
Hall, Upper Saddle River, NJ.
Spencer, M. (1997). Non-instructional staff perceptions of a quality-oriented work environment
(Doctoral dissertation, University of Michigan, 1997). Dissertation Abstracts International,
58, 3859.
Thorngate, W. (1976). ‘‘In general’’ vs. ‘‘it depends’’: Some comments on the Gergen-Schlenker
debate. Personality and Social Psychology Bulletin 2: 404–410.
Putten, J.Vander, McLendon, M., and Peterson, M. W. (1997). Comparing union and
nonunion staff perceptions of the higher education work environment. Research in Higher
Education 38(1): 131–149.
Volkwein, J. F., Malik, S. M., and Napierski-Pranel, M. (1998). Administrative satisfaction and
the regulatory climate at public universities. Research in Higher Education 39(1): 43–63.
Volkwein, J. F., and Parmley, K. (2000). Comparing administrative satisfaction in public and
private universities. Research in Higher Education 41(1): 95–116.
Volkwein, J. F., and Zhou, Y. (2003). Testing a model of administrative job satisfaction.
Research in Higher Education 44(2): 149–171.
Vroom, V. H. (1964). Work and Motivation, Wiley, New York.
Weick, K. E. (1976). Educational organizations as loosely coupled systems. Administrative
Science Quarterly 21: 1–19.
Weick, K. E. (1979). The Social Psychology of Organizing (2nd edn). Addison-Wesley,
Reading, MA.