The Human Relations Movement

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    ed in scaleand scope,the nine-yearstudy took

    place at themassiveHawthorne

    Works plantoutside ofChicago andgenerated amountain of

    documents,from hourlyperformancecharts tointerviews

    withthousands ofemployees.Harvard

    BusinessSchools rolein theexperimentsrepresented amilestone inthe dawn ofthe human

    relationsmovementand a shift inthe study ofmanagementfrom ascientific to a

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    multi-disciplinaryapproach.Baker

    Librarysexhaustivearchivalrecord of theexperimentsreveals theart andscience of

    this seminalbehavioralstudyandthe questionsand theoriesit generatedabout therelationshipof

    productivityto the needsandmotivationsof theindustrial

    worker.

    The Hawthorne PlantAny company controlling many

    thousand workerstendsto lack any

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    telephone industry untilthe time of its break-upin 1984. Like otherconglomerates of its

    day, the Bell TelephoneSystem, as the entireenterprise was known,combined production,distribution, andmarketing under onecorporation as a way tocentralize its operations

    and eliminatecompetition. WesternElectric, themanufacturing unit ofthe company, producedtelephones, cables,transmissionequipment, andswitching equipment.

    Haw

    thorne Works for

    the Manufacture

    of Power

    Apparatus, ca.

    1920Construction of

    the Western ElectricHawthorne Works onover 100 acres in Cicero,Illinois, began in 1905.

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    By 1929 more than40,000 men and

    women reported towork at the massive

    plant, which includedoffices, factories, ahospital, fire brigade,laundry facilities, and agreenhouse. Employees

    were assigned toprecisely measuredtasks in highly

    specializeddepartments, fromswitchboard wiring topunch-and-die toolmaking. Themanufacture of someequipment, such asautomatic telephoneexchanges, required

    hundreds of separateassembly and inspectionoperations, and

    Western Electricbecame one of theforerunners in applyingscientific management(inspired in part by

    Frederick Taylors timeand motion studies) toits production units.

    Employee Welfare

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    We stand on the threshold of a new

    era in which attention and interest

    are beginning to shift fromthings

    that are worked with, to the

    worker; from the machinery of

    industry, to the man who made,

    owns, or operates it.

    Robert Yerkes, Chairman of the Personnel

    Research Federation, National Research

    Council, 1922

    Track and Field Events, ca. 1925

    In the early 1900s laborunions, socialreformers, journalists,and photographers

    brought to national

    attention poor workingconditions experiencedby industrial workers.In the ensuing economicclimate of the late 1920sand 1930s, manyexecutives came to

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    believe that thefoundation of businessand of a democraticsociety itself rested in

    part in affirming therole of the worker. Toinspire company loyalty,discourage highemployee turnover andunionization, andpresent a good face tothe public, corporate

    managers began tofocus on the well-beingof the employee throughthe practice of welfarecapitalism.

    In addition to pensions,sick pay, disability

    benefits, and stock

    purchase plans,Western Electricworkers couldparticipate in a range ofrecreational andeducational programsfrom running meets,tennis games, and

    baseball leagues to

    lunchtime concerts,beauty pageants, andevening classes. Thecompanys accidentprevention programsincluded the

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    introduction of safetyshoes, eye goggles, andguards for heavymachinery. To better

    understand workerproductivity and jobsatisfaction, WesternElectric becameincreasingly interestedin studies from thesocial, behavioral, andmedical sciences.

    Illumination Studies andRelay Assembly Test Room

    They say figures dont lie, but we

    have shown that we can take a set

    of figures and prove anything wewant to.

    Donald Chipman, Supervisor, Western Electric,

    1931

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    Illumination Study, 1926

    Research onproductivity at massivemanufacturingcomplexes like theHawthorne Works wasmade possible throughpartnerships amongindustries, universities,

    and government. In the1920s, with supportfrom the NationalResearch Council, theRockefeller Foundation,and eventually HarvardBusiness School,

    Western Electricundertook a series of

    behavioral experiments.The first, a sequence ofillumination tests from1924 to 1927, set out todetermine the effects oflighting on worker

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    efficiency in threeseparate manufacturingdepartments. Accountsof the study revealed no

    significant correlationbetween productivityand light levels. Theresults promptedresearchers toinvestigate other factorsaffecting worker output.

    Per

    formance

    Recording

    DeviceThe next

    experiments beginningin 1927 focused on therelay assemblydepartment, where theelectromagneticswitches that madetelephone connectionspossible were produced.

    The manufacture ofrelays required therepetitive assembly ofpins, springs,armatures, insulators,coils, and screws.

    Western Electric

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    produced over 7 millionrelays annually. As thespeed of individual

    workers determined

    overall productionlevels, the effects offactors like rest periodsand work hours in thisdepartment were ofparticular interest to thecompany.

    Wom

    en in the Relay

    Assembly Test

    Room, ca. 1930In a

    separate test room, anoperator prepared partsfor five women toassemble. The womendropped the completedrelays into a chute

    where a recordingdevice punched a holein a continuously

    moving paper tape. Thenumber of holesrevealed the productionrate for each worker.Researchers wereunsure if productivity

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    increased in thisexperiment because ofthe introduction of restperiods, shorter

    working hours, wageincentives, thedynamics of a smallergroup, or the specialattention the womenreceived. In 1928,George Pennock, asuperintendent at

    Western Electric, turnedto Elton Mayo atHarvard BusinessSchool for guidance.Were going to have aman come out from oneof the colleges and see

    what he can tell usabout what weve found

    out, Pennock wrote. 1

    1

    Daily History Record, Relay Assembly Test

    Room, February 20, 1928, Western Electric

    Company, Hawthorne Studies Collection, Baker

    Library, Harvard Business School.

    Enter Elton MayoSo long as commerce specializes in

    business methods which take no

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    account of human nature and social

    motives, so long may we expect

    strikes and sabotage to be the

    ordinary accompaniment of industry.

    Elton Mayo, Professor of Industrial

    Management, Harvard Business School, 1920

    E

    lton Mayo, ca. 1950

    Elton Mayo was born inAdelaide, Australia in1880. Affable, witty, anda brilliant lecturer, he

    taught mental andmoral philosophy at theUniversity ofQueensland, where heconducted psycho-pathological tests on

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    World War I shell-shockvictims. Well-read inthe works of Freud,Jung, and Lvy-Bruhl,

    he developed a closerelationship withanthropologistBronislaw Malinowskiand began to formulatea view of industrydrawn fromanthropology,

    psychology, andphysiology. Mayobelieved that unlockingthe psyche of the worker

    was key tounderstandingindustrial unrest athome and abroad.

    In 1923, Mayo became aresearch associate at theUniversity ofPennsylvanias WhartonSchool, studying theeffects of fatigue onemployee turnover. Hisscience-based researchand multi-disciplinary

    approach caught theattention of Wallace B.Donham, Dean ofHarvard BusinessSchool. In 1925,Donham wrote to

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    Harvard President A.Lawrence Lowell askingfor funds to appointMayo associate

    professor in the study ofhuman relations. Lowellat first responded thathe could not justify theexpense or risk ofsupporting a newdiscipline, but Donhamconvinced him of the

    value of the field forboth industry andsociety and Mayosunique qualifications forthe job.

    Human Relations and

    Harvard Business SchoolThe subject of human relations in

    industry is one of the most

    important things in the whole field

    of business and one which we must

    investigate and teach.

    Wallace B. Donham, Dean of Harvard Business

    School to Harvard President A. Lawrence

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    Lowell, 1925

    Harvard Fatigue Laboratory, 1946

    At Harvard BusinessSchool, Dean Donham

    began to shift the focusfrom scientificmanagement andapplied economics to

    human relations, agrowing course of study.Mayos 1935 researchcourse HumanProblems of

    Administrationincluded readings anddiscussions on recent

    developments inphysiological andpsychopathologicalstudies, the FrenchSociological School,anthropological studies,

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    and the theories ofItalian economist

    Vilfredo Pareto. Mayoalso formed a close

    partnership andfriendship with L. J.Henderson, physiologistand biochemist.Henderson ran theHarvard FatigueLaboratory, located inthe basement of the

    Business SchoolsMorgan Hall, whereresearchers studiedhuman reactions toenvironment, includingthe effects of fatigue onproductivity.

    Together, Donham,

    Mayo, and Hendersonhad a lasting influenceon the direction ofHarvard BusinessSchools curriculum andresearch, whichembraced applied,empirical-based studiesand a multi-disciplinary

    approach incorporatingbiology, physics,biochemistry,psychology, sociology,and anthropology. InMayos time . . . the idea

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    of considering humanrelations in factoriesand offices wasastonishing, Abraham

    Zaleznik, Professor ofLeadership, Emeritus,at Harvard BusinessSchool, notes.2 In aletter to Donham in1939, Mayo expressedhis gratitude forDonhams steady

    support throughdifficult years and thepart it played in thedevelopment of this

    work.3 Humanrelations was laterintegrated into otherprograms at Harvardand further developed

    by Business Schoolprofessors such asGeorge Lombard, aleader in the field oforganizational behavior.

    2

    Abraham Zaleznik in Richard C.S. Trahair, The

    Humanist Temper: The Life and Work of Elton

    Mayo. New Jersey: Transaction Books, 1984, p.

    1.

    3

    Letter from Elton Mayo to Wallace B. Donham,

    November 8, 1939. Wallace B. Donham Office

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    Files, Baker Library, Harvard Business

    School.

    The Women in the RelayAssembly Test RoomI had no idea there would be so

    much happening and so many people

    watching us.

    Theresa Layman Zajac, Relay Assembly TestRoom Operator, 1976

    Women in the

    Relay Assembly Test Room, ca. 1930

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    Com

    parison of

    Output with

    Hours of Sleep,

    ca. 1930GeorgePennock welcomedMayos arrival at theHawthorne Works in1928. We have

    becomeskeptical ofbeing able to proveanything in connection

    with the behavior ofhuman beings undervarious conditions, hewrote.4 OtherHawthorne experimentstaking place at the timeincluded the effect of

    wage incentives in themica splitting

    department. In thestudy of fourteen menin the bank wiring testroom, where conditions

    were unaltered, nochange in productivity

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    occurredattributed inpart to an implicitunderstanding amongthe workers not to

    exceed what theyconsidered a fair quota.

    Dai

    ly History

    Record, October

    16 and 17,

    1929The studies

    monitoring the output

    of relay assemblyworkers, which began in1927, continued until1932, becoming thelongest runningHawthorneexperiments. HomerHibarger and later

    Donald Chipman,Western Electricsupervisors, reviewedproduction performancetapes and the results ofroutine physical exams

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    and maintained a logsheet of work, dailyevents, and supervisorsobservations. The six

    operators studied in aseparate test room weresingle women in theirteens and earlytwenties. They camefrom Polish, Norwegian,and Bohemian families,

    whom they helped

    support.

    T

    heresa Layman Zajacs Paycheck, August 13,

    1927

    The women noted thatthe intimateatmosphere of the testroom gave them a senseof freedom notexperienced on thefactory floor. They feltmore at ease to talk andover time developedstrong friendships.Weve been the best

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    friends since the day wewere in the test room,one of the operatorsremembered. We were

    a congenialbunch.5 Through theyears, productivity inthe relay assembly testroom rose significantly.Mayo reasoned that thesix individuals became ateam and the team gave

    itself wholeheartedlyand spontaneously toco-operation in anexperiment.6 These

    views contributed toMayo andRoethlisbergersconclusion that mentalattitudes, proper

    supervision, andinformal socialrelationshipsexperienced in a group

    were key to productivityand job satisfaction.

    4

    George Pennock to Dugald Jackson, October

    22, 1930, quoted in Richard

    Gillespie, Manufacturing Knowledge: A History

    of the Hawthorne Experiments. Cambridge:

    Cambridge University Press, 1991, p. 76.

    5

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    Relay assembly room test operator in Jeffrey A.

    Sonnenfeld, "Shedding Light on the Hawthorne

    Studies," Journal of Occupational Behavior, Vol.

    6, 1985, p. 124.

    6

    Elton Mayo, Social Problems of an Industrial

    Civilization. Boston: Division of Research,

    Graduate School of Business Administration,

    Harvard University, 1945, p. 64.

    The Interview ProcessI think interviewing is a good

    idea. It helps some people get a

    lot of things off their chest.

    Western Electric employee, in Comments and

    Reactions on Interviewing Program, ca. 1930

    Fac

    tory Cabling

    Department, ca.

    1925Assisting Mayo

    was his researchassistant, FritzRoethlisberger.Unassuming, bookish,and disciplined,Roethlisberger hadstudied philosophy at

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    Harvard. He worked asa psychologicalcounselor for Harvardstudents and became

    known as an expertlistener. Roethlisberger,

    who found himselfspellbound by Mayoscreative imaginationand clinical insights,

    would himself becomeone of Harvard Business

    Schools beloved andhighly sought afterprofessors.7

    Lon

    g Stroke LeadSheathing Press,

    ca. 1925Under Mayo

    and Roethlisbergersdirection, theHawthorne experiments

    began to incorporateextensive interviewing.

    The researchers hopedto glean details (such ashome life orrelationship with aspouse or parent) thatmight play a role in

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    employees attitudestowards work andinteractions withsupervisors. From 1928

    to 1930 Mayo andRoethlisberger oversawthe process ofconducting more than21,000 interviews and

    worked closely trainingresearchers ininterviewing practices.

    Mag

    netic Wire

    Insulating

    Department, ca.

    1925Mayo and

    Roethlisbergersmethodology shifted

    when they discoveredthat, rather thananswering directedquestions, employeesexpressed themselves

    more candidly ifencouraged to speakopenly in what wasknown as nondirectedinterviewing. It becameclear that if a channel

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    for free expression wereto be provided, theinterview must be alistening rather than a

    questioning process, aresearch study reportnoted. The interview isnow defined as aconversation in whichthe employee isencouraged to expresshimself freely upon any

    topic of his ownchoosing.8

    Cord Finishing

    Department, ca. 1925

    Interviews, whichaveraged around 30minutes, grew to 90minutes or even twohours in length in aprocess meant toprovide an emotional

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    release. The resultingrecords, hundreds andhundreds of pages in

    which employees

    disclose personal detailsof their day to day lives,offer an astonishinglyintimate portrait of the

    American industrialworker in the yearsleading to and followingthe Depression. In a

    pre-computer age,thousands of commentswere sorted intoemployees attitudesabout general workingconditions, specific jobs,or supervisors andamong these categoriesinto favorable and

    unfavorable commentsused to supportinterpretations of thedata. Both workers andsupervisors comments

    would aid in thedevelopment ofpersonnel policies and

    supervisory training,including thesubsequentimplementation of aroutine counselingprogram for employees.

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    In his autobiographyThe ElusivePhenomena,Roethlisberger wrote of

    grappling withobjective, hard data

    versus subjective, softdata. I felt verystrongly, he noted,"that in the gooey softdata there existeduniformities about

    human behavior thathad to be coaxed outbythe method ofclinical observation andinterviewing which I

    was advocating for theadministrator touse.9 Roethlisbergerdiscovered that what

    employees found mostdeeply rewarding wereclose associations withone another, informalrelationships ofinterconnectedness, ashe called them.Whenever and where it

    was possible, he wrote,[employees] generatedthem like crazy. Inmany cases they foundthem so satisfying thatthey often did all sorts

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    of nonlogical thingsinorder to belong.10 InMayos broad view, theindustrial revolution

    had shattered strongties to the workplaceand communityexperienced by workersin the skilled trades ofthe 19th century. Thesocial cohesion holdingdemocracy together, he

    wrote, was predicatedon these collectiverelationships, andemployees belief in asense of commonpurpose and value oftheir work.

    Spreading the WordThis is the most important book on

    the subject which has appeared in

    recent years.It should be read by

    every industrial and social

    administrator, by industrial andsocial workers of every grade, and

    by every politician.

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    Review of Elton Mayos The Human Problems of

    Industrial Civilization, in the journal The

    Human Factor, 1934

    The Depression and

    massive layoff ofemployees at WesternElectric helped bringthe Hawthorneexperiments to agrinding halt in theearly 1930s. But thestudies took on a new

    life in public lecturesgiven by Mayo, accountsof the experiments inheadlines from New

    York to Texas,andFortune magazines1946 feature articlepraising Mayos studies.In keeping with its

    research mission,Harvard BusinessSchool publishednumerous monographsand articles on thestudies, and reviewsappeared inprofessional journals.

    Classic texts on theexperimentsincluded The IndustrialWorker, by HarvardBusiness Schoolprofessor Thomas North

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    Whitehead in 1938, andthe 600-page, best-sellingtomeManagement and

    the Worker, byRoethlisberger andHawthorne supervisors

    William Dickson andHarold Wright in 1939.In 1933, Mayopublished The Human

    Problems of an

    Industrial Civilization.Modern society, hewrote, had destroyedthe belief of theindividual in his socialfunction and solidarity

    with the group.11 Itwould be up to anadministrative elite to

    develop methods forimproving workermorale and ultimatelysecuring nationalstability at a time ofeconomic and socialunrest.

    11

    Elton Mayo, The Human Problems of an

    Industrial Civilization. New York: MacMillan,

    1933, p. 159.

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    The Hawthorne EffectWhat Mayo urged in broad outline

    has become part of the orthodoxy of

    modern management.

    Abraham Zaleznik, Professor of Leadership,

    Emeritus, Harvard Business School, 1984

    Completion

    of Counseling in an Organization, December 6,

    1966

    In 1966, Roethlisbergerand William DicksonpublishedCounseling inan Organization, which

    revisited lessons gainedfrom the experiments.Roethlisbergerdescribed theHawthorne effect asthe phenomenon in

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    which subjects inbehavioral studieschange theirperformance in

    response to beingobserved. Many criticshave reexamined thestudies frommethodological andideological perspectives;others find theoverarching questions

    and theories of the timehave new relevance inlight of the currentfocus on collaborativemanagement. Theexperiments remain atelling case study ofresearchers andsubsequent scholars

    who interpret the datathrough the lens of theirown times andparticular biases.12

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