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Engaged in What?
                                           Dr. Theresa M. Welbourne
                                                       President and CEO
                                                             eePulse, Inc.
                                                        www.eepulse.com

                                                           Research Professor
                                             Center for Effective Organizations
                                              University of Southern California
                                                              http://ceo.usc.edu
                                             Editor-in-Chief, HRM, the Journal
Copyright 2010, Dr. Theresa M. Welbourne
                                                                                   1
Materials

                                           Presentation document
                                           Engaged in what?


                                           Diagnostic Tool
                                           and Notes Pages

                                           Optional:
                                           Book chapter and articles on this topic.
                                           theresa@eepulse.com




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                      2
Copyright 2010, Dr. Theresa M. Welbourne
                                           3
Copyright 2010, Dr. Theresa M. Welbourne
                                           4
Myth?
  Is engagement a myth?
     “It’s creative repackaging of stuff that’s been around for
     a long time”
                    Edward Lawler, Professor of Management and Organization, University of
                    Southern California’s Marshall School of Business.




     “Soon we will be talking about marrying all of those
     employees to whom we’ve engaged.”
                     IBM’s Head of Personnel, Randall MacDonald.




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                             5
Engaging Words
   Authors                                 Theories or other literature cited when discussing
                                           definitions of employee engagement
   Macey & Schneider (2008)                Involvement, commitment, attachment, mood, citizenship behavior, effort,
                                           prosocial behavior, disposition, loyalty, productivity, ownership, job satisfaction

   Saks (2006)                             Organizational commitment, organizational citizenship, emotional and
                                           intellectual commitment, discretionary effort, withdrawal, attention, absorption,
                                           efficacy, cynicism, exhaustion, state of mind, vigor, dedication, absorption

   Ferrer (2005)                           Job satisfaction, enthusiasm, motivation for work, positive attitude, feeling
                                           involved and valued, organization commitment

   David MacLeod and Nita Clarke           Commitment, energy, potential, creativity, personal attachment to work, positive
   (2010)                                  attitude, authentic values, trust, fairness, mutual respect, discretionary effort

   The Conference Board report on          Cognitive commitment, emotional attachment, connection, discretionary effort,
   Employee Engagement (2006)              emotional drivers (pride, relationships with manager), rational drivers (pay and
                                           benefits), satisfaction.
   Kular, Gatenby, Rees, Soane,            Role performance, intellectual and emotional commitment, discretionary effort,
   and Truss (2008)                        passion for work, job involvement, flow, organization citizenship behaviors



Copyright 2010, Dr. Theresa M. Welbourne
                                                                                                                                 6
Attitude?
  Mega Employee Attitude?
       Newman and Harrison (2008) suggest that
        employee engagement indeed is nothing new.
        “Been there, bottled that"

             Employee engagement should be considered
             an overall mega job attitude.


Copyright 2010, Dr. Theresa M. Welbourne
                                                        7
Proposal
       Proposal: Engagement is an industry or
       a field of study but NOT a construct
           • Fields of OB, HRM cover the same territory
           • VPs of employee engagement
           • Departments of employee engagement
           • Many businesses are “doing” engagement: consultants,
             technology firms, health care organizations, wellness
             centers
           • Engagement is focused on the “thing” about
             employees important in driving firm performance


Copyright 2010, Dr. Theresa M. Welbourne
                                                                     8
Beyond…


   Beyond Engagement                       What’s Next?


   Engaged in what?                         Direction?

   What do employees “get”?                 Exchange?


Copyright 2010, Dr. Theresa M. Welbourne
                                                          9
First Step



        First, explore the “engaged in what”
                question with research




Copyright 2010, Dr. Theresa M. Welbourne
                                                    10
Performance is the starting point of the research
           Research                         What are                  Sense of urgency
           questions:                       conditions                changes
           What drives                      under which the           frequently; how
           firm                             “people” asset is         can we keep
           performance?                     optimized?                urgency and valor
                                                                      in balance?


                                Answer:       Urgency &         Urgency =
                                People          Val-o-r          Energy


                                   Moving Forward or Standing Still?

Copyright 2010, Dr. Theresa M. Welbourne
                                                                                          11
Percent of Employees “Moving Forward”
                                           Low Urgency   High Urgency

                         High employee
                                 value,
                            ownership,
                               rewards


                          Low employee
                                 value,
                            ownership,
                               rewards




Copyright 2010, Dr. Theresa M. Welbourne
                                                                        12
Energy
          Energy Pulse™

          At what pace are employees moving?
          How fast are they going?




Copyright 2010, Dr. Theresa M. Welbourne
                                                    13
Leader Energy
                                                Engaged in What?
                     Employee Energy                  Direction?
                     Core Job Role
                                           EMPLOYEE ENGAGEMENT
                     Non-core Roles

                     Customer Sales

                     Firm Performance

Copyright 2010, Dr. Theresa M. Welbourne
                                                                 14
The Role Based Performance Model*




 •From Welbourne, 2005, 2003;
 •Welbourne, Johnson, & Erez, 1998



Copyright 2010, Dr. Theresa M. Welbourne
                                                   15
Go to Diagnostic Tool
                                      Page 2

                  Record responses to the items on this page
                       Discuss results in small groups
                            What did you learn?


Copyright 2010, Dr. Theresa M. Welbourne
                                                               16
The Pieces


                                                     Standing still or
                                                         going
                                Momentum               backwards
                                (engaged or
                                disengaged)                               Business Outcomes
                                                                            (direction and
                                                                            momentum are
                          Moving forward
                                                                               aligned)
                                                Direction: Roles
                                                  Core job PLUS
                                              strategic non-core job
                                              roles (innovator, team
                                                 member, career,
                                                  organizational)




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                              17
Does Direction Matter? Engaged in What?

                                           You tell me …




Copyright 2010, Dr. Theresa M. Welbourne
                                                           18
Second


                  Second, when employees
                 engage, what do they get in
                        exchange?



Copyright 2010, Dr. Theresa M. Welbourne
                                                19
Story
                                           Story from the Data




              Global study of leaders conducted since 2003. Today we have
              12,000 leaders “enrolled.” It is the first real-time leadership
              benchmarking and learning initiative.


Copyright 2010, Dr. Theresa M. Welbourne
                                                                                20
People are Exhausted
       • Stacking work is burning
         out leaders, making them
         feel unproductive, errors are
         made, losing confidence,
         and opportunities are
         missed.
       • They are getting more work
         in return for extra effort.
       • Directors, ready to leave,
         being poached.



Copyright 2010, Dr. Theresa M. Welbourne
                                           21
Drive Business

                                Core
                                Job

             Team
            member                            Innovator
                                                           Which roles drive
                           EMPLOYEE
                                                            the business?
                                           Career or
                                                               Strategy,
               Organization
                 member
                                            Learner          Strategizing,
                                                          Identity, Relational
                                                                Capital

 See page 3 of Diagnostic Tool



Copyright 2010, Dr. Theresa M. Welbourne
                                                                                 22
Tradeoffs?

                                Core
                                Job

             Team
                                              Innovator
            member                                             Employee
                           EMPLOYEE
                                                          engagement today
                                                          only looks at one or
                                           Career or
               Organization                 Learner       two roles. Need to
                 member
                                                          explore ALL roles
                                                           simultaneously.




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                 23
Angry Managers

                                Core
                                Job

             Team
            member                            Innovator
                            EMPLOYEE
                           EMPLOYEE                             Fairness
                                                            perceptions are
                                           Career or      affected. Employee
               Organization                 Learner
                 member                                    is doing more with
                                                             nothing more in
                                                               exchange.




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                24
Balance

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE

                                                          Measure all roles;
                                           Career or
               Organization                 Learner
                                                             Reward and
                 member
                                                          recognize relevant
                                                                roles.
    Explore some ideas next:
    What innovative work are you
    doing or have you seen?


Copyright 2010, Dr. Theresa M. Welbourne
                                                                               25
Measure? Reward?

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE



               Organization
                                           Career or         CORE JOB ROLE
                                            Learner
                 member




Copyright 2010, Dr. Theresa M. Welbourne
                                                                             26
Measure? Reward?

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE


                                           Career or        INNOVATOR ROLE
               Organization                 Learner
                 member




Copyright 2010, Dr. Theresa M. Welbourne
                                                                             27
Measure? Reward?

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE


                                           Career or
                                                              CAREER OR
               Organization
                 member
                                            Learner          LEARNER ROLE




Copyright 2010, Dr. Theresa M. Welbourne
                                                                            28
Measure? Reward?

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE


                                           Career or
                                                             ORGANIZATION
               Organization
                 member
                                            Learner          MEMBER ROLE




Copyright 2010, Dr. Theresa M. Welbourne
                                                                            29
Measure? Reward?

                                Core
                                Job

             Team
            member                            Innovator
                           EMPLOYEE



               Organization
                                           Career or         TEAM MEMBER
                                            Learner
                 member                                         ROLE




Copyright 2010, Dr. Theresa M. Welbourne
                                                                           30
Linkage Scorecard
                                Core job   Innovator    Career or      Team     Organization
                                role       role         Learner role   member   member role
                                                                       role


        Measure?

        Reward?


           From the research files:

           Map competencies
           Research against current performance appraisal data

  See page 4 of Diagnostic Tool and
  Notes Pages document


Copyright 2010, Dr. Theresa M. Welbourne
                                                                                               31
Linkage Scorecard
      What roles are                       Core job   Innovator   Career or   Team     Organization
                                           role       role        Learner     member   member role
      important to:                                               role        role

      Executive your business
      strategy?


      Successfully strategize and
      change direction when
      needed?


      Support your company identity
      or culture?


      Build strong and high quality
      relational capital?




Copyright 2010, Dr. Theresa M. Welbourne
                                                                                                      32
Measurement

                                           Note about Measurement




Copyright 2010, Dr. Theresa M. Welbourne
                                                                    33
Conclusions

       •     Employee engagement needs more work
       •     Needs to move beyond “hero” status
       •     Or … it will be another HR fad
       •     Employee engagement goals are sound
       •     Need to add: engaged in what?
       •     Need to add? If I engage, then what?


Copyright 2010, Dr. Theresa M. Welbourne
                                                     34
Dr. Theresa M. Welbourne
                             theresa@eepulse.com


             info@eepulse.com
             www.eepulse.com
             www.energizeengage.com
             www.leadershippulse.com
             http://ceo.usc.edu
             +1-734-429-4400


Copyright 2010, Dr. Theresa M. Welbourne
                                                        35

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Employee Engagement Beyond Buzzword

  • 1. Engaged in What? Dr. Theresa M. Welbourne President and CEO eePulse, Inc. www.eepulse.com Research Professor Center for Effective Organizations University of Southern California http://ceo.usc.edu Editor-in-Chief, HRM, the Journal Copyright 2010, Dr. Theresa M. Welbourne 1
  • 2. Materials Presentation document Engaged in what? Diagnostic Tool and Notes Pages Optional: Book chapter and articles on this topic. theresa@eepulse.com Copyright 2010, Dr. Theresa M. Welbourne 2
  • 3. Copyright 2010, Dr. Theresa M. Welbourne 3
  • 4. Copyright 2010, Dr. Theresa M. Welbourne 4
  • 5. Myth? Is engagement a myth? “It’s creative repackaging of stuff that’s been around for a long time” Edward Lawler, Professor of Management and Organization, University of Southern California’s Marshall School of Business. “Soon we will be talking about marrying all of those employees to whom we’ve engaged.” IBM’s Head of Personnel, Randall MacDonald. Copyright 2010, Dr. Theresa M. Welbourne 5
  • 6. Engaging Words Authors Theories or other literature cited when discussing definitions of employee engagement Macey & Schneider (2008) Involvement, commitment, attachment, mood, citizenship behavior, effort, prosocial behavior, disposition, loyalty, productivity, ownership, job satisfaction Saks (2006) Organizational commitment, organizational citizenship, emotional and intellectual commitment, discretionary effort, withdrawal, attention, absorption, efficacy, cynicism, exhaustion, state of mind, vigor, dedication, absorption Ferrer (2005) Job satisfaction, enthusiasm, motivation for work, positive attitude, feeling involved and valued, organization commitment David MacLeod and Nita Clarke Commitment, energy, potential, creativity, personal attachment to work, positive (2010) attitude, authentic values, trust, fairness, mutual respect, discretionary effort The Conference Board report on Cognitive commitment, emotional attachment, connection, discretionary effort, Employee Engagement (2006) emotional drivers (pride, relationships with manager), rational drivers (pay and benefits), satisfaction. Kular, Gatenby, Rees, Soane, Role performance, intellectual and emotional commitment, discretionary effort, and Truss (2008) passion for work, job involvement, flow, organization citizenship behaviors Copyright 2010, Dr. Theresa M. Welbourne 6
  • 7. Attitude? Mega Employee Attitude? Newman and Harrison (2008) suggest that employee engagement indeed is nothing new. “Been there, bottled that" Employee engagement should be considered an overall mega job attitude. Copyright 2010, Dr. Theresa M. Welbourne 7
  • 8. Proposal Proposal: Engagement is an industry or a field of study but NOT a construct • Fields of OB, HRM cover the same territory • VPs of employee engagement • Departments of employee engagement • Many businesses are “doing” engagement: consultants, technology firms, health care organizations, wellness centers • Engagement is focused on the “thing” about employees important in driving firm performance Copyright 2010, Dr. Theresa M. Welbourne 8
  • 9. Beyond… Beyond Engagement What’s Next? Engaged in what? Direction? What do employees “get”? Exchange? Copyright 2010, Dr. Theresa M. Welbourne 9
  • 10. First Step First, explore the “engaged in what” question with research Copyright 2010, Dr. Theresa M. Welbourne 10
  • 11. Performance is the starting point of the research Research What are Sense of urgency questions: conditions changes What drives under which the frequently; how firm “people” asset is can we keep performance? optimized? urgency and valor in balance? Answer: Urgency & Urgency = People Val-o-r Energy Moving Forward or Standing Still? Copyright 2010, Dr. Theresa M. Welbourne 11
  • 12. Percent of Employees “Moving Forward” Low Urgency High Urgency High employee value, ownership, rewards Low employee value, ownership, rewards Copyright 2010, Dr. Theresa M. Welbourne 12
  • 13. Energy Energy Pulse™ At what pace are employees moving? How fast are they going? Copyright 2010, Dr. Theresa M. Welbourne 13
  • 14. Leader Energy Engaged in What? Employee Energy Direction? Core Job Role EMPLOYEE ENGAGEMENT Non-core Roles Customer Sales Firm Performance Copyright 2010, Dr. Theresa M. Welbourne 14
  • 15. The Role Based Performance Model* •From Welbourne, 2005, 2003; •Welbourne, Johnson, & Erez, 1998 Copyright 2010, Dr. Theresa M. Welbourne 15
  • 16. Go to Diagnostic Tool Page 2 Record responses to the items on this page Discuss results in small groups What did you learn? Copyright 2010, Dr. Theresa M. Welbourne 16
  • 17. The Pieces Standing still or going Momentum backwards (engaged or disengaged) Business Outcomes (direction and momentum are Moving forward aligned) Direction: Roles Core job PLUS strategic non-core job roles (innovator, team member, career, organizational) Copyright 2010, Dr. Theresa M. Welbourne 17
  • 18. Does Direction Matter? Engaged in What? You tell me … Copyright 2010, Dr. Theresa M. Welbourne 18
  • 19. Second Second, when employees engage, what do they get in exchange? Copyright 2010, Dr. Theresa M. Welbourne 19
  • 20. Story Story from the Data Global study of leaders conducted since 2003. Today we have 12,000 leaders “enrolled.” It is the first real-time leadership benchmarking and learning initiative. Copyright 2010, Dr. Theresa M. Welbourne 20
  • 21. People are Exhausted • Stacking work is burning out leaders, making them feel unproductive, errors are made, losing confidence, and opportunities are missed. • They are getting more work in return for extra effort. • Directors, ready to leave, being poached. Copyright 2010, Dr. Theresa M. Welbourne 21
  • 22. Drive Business Core Job Team member Innovator Which roles drive EMPLOYEE the business? Career or Strategy, Organization member Learner Strategizing, Identity, Relational Capital See page 3 of Diagnostic Tool Copyright 2010, Dr. Theresa M. Welbourne 22
  • 23. Tradeoffs? Core Job Team Innovator member Employee EMPLOYEE engagement today only looks at one or Career or Organization Learner two roles. Need to member explore ALL roles simultaneously. Copyright 2010, Dr. Theresa M. Welbourne 23
  • 24. Angry Managers Core Job Team member Innovator EMPLOYEE EMPLOYEE Fairness perceptions are Career or affected. Employee Organization Learner member is doing more with nothing more in exchange. Copyright 2010, Dr. Theresa M. Welbourne 24
  • 25. Balance Core Job Team member Innovator EMPLOYEE Measure all roles; Career or Organization Learner Reward and member recognize relevant roles. Explore some ideas next: What innovative work are you doing or have you seen? Copyright 2010, Dr. Theresa M. Welbourne 25
  • 26. Measure? Reward? Core Job Team member Innovator EMPLOYEE Organization Career or CORE JOB ROLE Learner member Copyright 2010, Dr. Theresa M. Welbourne 26
  • 27. Measure? Reward? Core Job Team member Innovator EMPLOYEE Career or INNOVATOR ROLE Organization Learner member Copyright 2010, Dr. Theresa M. Welbourne 27
  • 28. Measure? Reward? Core Job Team member Innovator EMPLOYEE Career or CAREER OR Organization member Learner LEARNER ROLE Copyright 2010, Dr. Theresa M. Welbourne 28
  • 29. Measure? Reward? Core Job Team member Innovator EMPLOYEE Career or ORGANIZATION Organization member Learner MEMBER ROLE Copyright 2010, Dr. Theresa M. Welbourne 29
  • 30. Measure? Reward? Core Job Team member Innovator EMPLOYEE Organization Career or TEAM MEMBER Learner member ROLE Copyright 2010, Dr. Theresa M. Welbourne 30
  • 31. Linkage Scorecard Core job Innovator Career or Team Organization role role Learner role member member role role Measure? Reward? From the research files: Map competencies Research against current performance appraisal data See page 4 of Diagnostic Tool and Notes Pages document Copyright 2010, Dr. Theresa M. Welbourne 31
  • 32. Linkage Scorecard What roles are Core job Innovator Career or Team Organization role role Learner member member role important to: role role Executive your business strategy? Successfully strategize and change direction when needed? Support your company identity or culture? Build strong and high quality relational capital? Copyright 2010, Dr. Theresa M. Welbourne 32
  • 33. Measurement Note about Measurement Copyright 2010, Dr. Theresa M. Welbourne 33
  • 34. Conclusions • Employee engagement needs more work • Needs to move beyond “hero” status • Or … it will be another HR fad • Employee engagement goals are sound • Need to add: engaged in what? • Need to add? If I engage, then what? Copyright 2010, Dr. Theresa M. Welbourne 34
  • 35. Dr. Theresa M. Welbourne theresa@eepulse.com info@eepulse.com www.eepulse.com www.energizeengage.com www.leadershippulse.com http://ceo.usc.edu +1-734-429-4400 Copyright 2010, Dr. Theresa M. Welbourne 35