Does Happiness Beget Morale?

July 22, 2016

Are morale and happiness really the same thing? We say that people at work have high morale when they are happy, but does one always follow the other?

I can imagine that they are linked in some way, but it is possible to have high morale even if you are not particularly happy with your current job.

Since this article will explore subtle differences between these two words, it would be wise to start with an attempt to define each one:

Happiness – is about feeling good. It is a state of well-being, satisfaction, and contentment.

Morale – is about having enthusiasm. It is a state of confidence, loyalty, fulfillment, or common purpose.

Think about some job or activity that you have had in the past that you really did not enjoy very much. You were not cheerful while on the job, but you might have had high morale because it was getting you somewhere.

A good example might be working toward a college degree. I recognize that, for most people, reading textbooks, writing papers, and taking exams are not fun activities.

I remember many times being very unhappy with the stress of being a student, yet while not enjoying the work at all, I still had very high morale because I knew the education would pay off in the end, which it did.

Lack of education does not doom a person entirely, but it severely limits the potential to experience all that life has to offer. This limitation lowers the potential for happiness. In “Kodachrome,” Paul Simon wrote: “…and no, my lack of education has not hurt me none, I can read the writing on the wall.”

Let’s find an example of the reverse situation: Happy, but with low morale.

There are numerous ways this can happen. You might be in a situation where you are working for a leader you do not respect and who tries to bribe people into being engaged in the work by letting them get away with things and giving away perks beyond a reasonable level.

This leader has one thing in mind: make people at work happy. Well, he can accomplish this and make me happy about all the goodies he is providing and that he lets me go home early whenever I want.

Although I may be happy, I suspect my morale would be low after a while. Reason: I am not challenged and am given things that I do not deserve.

Another example might be when working on a specific project that I know is important. I am working in a not-for-profit organization. Here I am happy because my labor is going for a good cause. The result of my work is helping many needy families.

I have to tolerate the fact that my boss is a hopeless micromanager who needs to know the details of everything I do and wants me to do everything how he would do it. I can be happy with my contribution to society, but my morale is low because of the working conditions I must endure for the privilege of making that contribution.

The concept of motivation is more closely linked to morale than to happiness or satisfaction. Motivation is a state of desiring to do something, and for the most part, it is generated intrinsically rather than by external factors.

Some valuable insight about motivation and happiness was provided over 60 years ago by behavioral scientist Frederick Herzberg, who taught us with his “Two Factor Theory,” that the controlling factors for happiness are different from those that generally cause motivation.

Herzberg called the things that keep people from becoming unhappy “hygiene factors.” These would be things like pay, bonuses, nice offices, clean restrooms, comfortable furniture, and parking close to the building. If the hygiene factors are missing, then people are going to become dissatisfied, but piling on more hygiene factors is not the way to create higher motivation or morale.

The “motivating factors” of responsibility, accountability, autonomy, flexibility, caring, and other less tangible factors have more power to create morale and motivation.

We see that there is a general trend that happy workers have high morale, and I grant that is usually the case. The two concepts are not the same, and neither are they hard-wired together.

To have the most productive workers, not only do they need to be reasonably happy, but they must simultaneously have high morale. Leaders need to test for both conditions.

Key Points

1. Most of the time happiness and morale go hand in hand, but it is not always the case.

2. In trying to improve morale or motivation, it is not a simple matter of making people feel happier. You don’t just add more perks.

Exercises For You

1. Imagine you are at a party and, surprisingly, Frederick Herzberg himself shows up. You want to ask him some questions about his Two Factor Theory. What three questions would you ask? How do you think he would respond?

2. Name a good way to make someone happier. Now name a good way to increase someone’s morale. See the difference?

Bob Whipple, MBA, CPLP, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, and Leading with Trust is Like Sailing Downwind. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations. For more information, or to bring Bob in to speak at your next event, contact him at, or 585.392.7763

Merger Problems

January 23, 2015

M&A or Merger and Acquisition text on blockNumerous studies have found over 50% of mergers and acquisitions fall short of expected results, primarily due to the failure of the cultures to integrate well. Why, then are CEOs so cheerful when they head into one of these major restructuring activities?


In my book, Trust in Transition: Navigating Organizational Change, I discuss 30 different systemic problems with making mergers work and give antidotes to each of them. In this brief article I will describe what I believe are the five most serious problems and suggest ways to mitigate them.

1. Relying too much on the mechanical process

When MBA students learn about M&As, the content usually is focused on the financial and legal details of setting up a combined entity from two unique groups.

Topics covered include asset valuation, due diligence, negotiation, legal aspects, management structure, and numerous other organizational things that must be considered. Few programs give equal attention to the cultural part of the equation.

Students are left to assume that the culture simply “sorts out” by itself over time. That oversight is huge because cultural issues are usually the root cause of merger problems.

For example, the Daimler-Chrysler merger in 1998 was a classic debacle that cost Daimler nearly $36 billion over a decade. The magnitude of a loss that large, was almost $10 million per day for 10 years! The major reason for the breakup was the failure of the two cultures to integrate.

To improve the M&A process, it would be helpful to give the cultural integration equal footing with the legal and financial aspects of the activities from the start.

2. Loss of objectivity leads to inadequate planning

Top leaders can easily see the benefits, and they look seductively attractive. The costs and hassles seem to be manageable, so not much energy is spent on internal culture issues or potential external problems for customers.

The upside of the deal is championed, while challenges are pushed aside. Objectivity gives way to passion for the deal.

Anyone who questions the validity of an assumption or brings up a potential problem is labeled as “not a team player,” so reasonable dissent is extinguished.

Here are three antidotes for this situation:

1) have a trusted Devil’s Advocate on the senior team who will prevent myopic optimism,

2) explore potential problem areas and design solutions that mitigate risk, and

3) calculate the ROI based on the best guess of the benefits, but inflate estimated costs and problems, because real costs will surface later and often be larger than anticipated.

3. Lack of adequate training

Leadership training is crucial during any kind of reorganization. Many organizations back off on training for leaders because there is so much chaos during the integration that most leaders are “too busy to sit in the classroom.”

Antidote: Bring the classroom to the chaos. What better time is there to do leadership development than right there in the middle of the crucible? Skilled L&D professionals can leverage the urgent need for solutions into pragmatic problem solving and motivational skills.

Supervisors are also in urgent need of leadership training during a reorganization. Reason: they form the critical trust link between the management layers and the workers. Changes faced by each supervisor are stressful personally, yet this individual is vital in creating order for the other people.

Weak or bully supervisors often come unglued due to the pressures of a merger. They need training and assistance in order to perform their function when it matters most.

4. “We Versus They” Thinking

From day one, the leaders must not only preach the avoidance of “we versus they” thinking, they must model it and insist on it.

I often hear language that indicates lack of full integration years after a merger has been supposedly completed. It is essential to replace parochial thinking with “us” type language and actions.

One way to help speed the integration is to co-locate the groups. That is often impossible in the short term, so transplanting some key resources from one group to the other is another way to make it harder to tell who “we” are and who “they” are.

5. Loss of Trust

In the anticipation of a merger or acquisition, adrenaline drives expectations of what the merged entity can accomplish. It is easy to assume the individual needs will be resolved and team cohesion will somehow settle in quickly.

That is usually not the case, and often bitter feelings linger on, hurting the integrated organization for years.

Candid and frequent communication is needed to keep people informed and allow top managers to feel the angst of workers. It is in these interfaces that trust is either maintained or destroyed by the behaviors, words, and body language of senior leaders.

Ten Best Practices

Anticipate a bumpy ride, and expect that significant psychological calming is going to be needed at times. Here are some additional ideas that may be helpful:

1. Be clear and transparent throughout the process.

2. Create design teams early to help people connect with the future more quickly.

3. Include the customer in every decision, especially during the chaos phase.

4. Assume the risk of setbacks willingly, and do not let unexpected issues spoil the overall process.

5. Invest in some Emotional Intelligence training for people in the organization, especially management.

6. Celebrate positive movement in an integrated way to model the spirit of the merged culture.

7. Bring in a grief counselor to help people cope with the loss and the transition.

8. Train leaders to model the integrated behaviors, and do not tolerate silo thinking.

9. Consider cross-locating or co-locating people, where possible.

10. Prune redundant resources delicately with a sharp scalpel rather than a long line of guillotines.

There can be times of joy and accomplishment during any merger or acquisition. It is possible to maintain trust, even amidst the chaos. After all, the vision for the whole activity is a brighter future.

The wise leader will recognize that changes of this magnitude require extraordinary effort and patience to achieve the anticipated result.

By focusing the same level of effort on establishing the right kind of culture as they do on the financial and legal aspects of reorganization, leaders can ensure they meet or exceed their goals.

Do Leaders Motivate or Demotivate?

December 28, 2013

Business problemsI have written about the connection between leadership and motivation in the past, but I have not coupled that with the connection between leadership and demotivation.

By the way, just because my spell checker keeps underlining the word “demotivate” does not mean it’s an illegal word. It is not in many dictionaries, like Websters, but it does exist in some of them, like The Cambridge Dictionary.

There is even an organization ( Despair Inc. ) that sells demotivating posters and other strange products. I love their motto, “Motivational products don’t work, but our demotivational products don’t work even better.”

There is also a fun website completely devoted to demotivation.

In this article, I reveal some truths and myths about how leaders motivate and demotivate.

My thesis on motivation is that leaders really cannot motivate individuals. When leaders use the word “motivate” as a verb, as in “We need to motivate the team,” it is incorrect usage.

What leaders do is create the culture in which people react with high motivation. A prime example is when leaders create an inspiring vision, shared values, and an environment of high trust, where people feel valued.

Motivation comes from within an individual, and a person working in a culture of trust is more likely to feel motivated.

Once motivation is generated within someone, that person owns it. The sad truth is that the precious commodity can be snatched away from that individual as quickly as a seagull can snatch a discarded scrap of bread at a beach picnic.

I believe that leaders can easily eliminate the motivation within a person. Many leaders are masters at it, demonstrating their skill numerous times a day.

Taking away the motivation of an individual is easier than doing the Chicken Dance.

Here is my top 10 list of things that leaders do to demotivate people at work. See if you agree, and let me know if you have pet peeves of your own to add to the list.

1. Trivialize what an individual is doing or make fun of the employee

2. Claim credit for the good work of an employee

3. Give an assignment, then micromanage the employee

4. Ignore the employee when he or she does some spectacular work

5. Punish the employee who brings up a concern

6. Play favorites or appoint a relative to a position of power over others

7. Insult the employee by drawing attention to what he or she cannot do

8. Engage in sexual or other forms of harassment with the employee

9. Set impossible goals and berate the employees for missing them

10. Demand honesty from the employees but demonstrate low integrity him or herself

In reality, there are thousands of ways a leader or manager can demotivate an individual who has already been inspired to become motivated.

Elite leaders realize that the way to encourage top performance is to set up conditions such that individuals motivate themselves, and then stand out of the way and let them turn the motivation into positive action for the organization.

My advice for leaders is to create enduring trust, which is the environment for high motivation, and then when motivation occurs, don’t kill it.

Five C’s of Accountability

October 27, 2013

Letter "C" - See all letters in my PortfolioAccountability is a very popular word these days. In my consulting practice, the word comes up on a daily basis. I have written articles on various aspects of accountability, from the attitudes that make it more constructive (not always negative) to how leaders should feel more accountable for their own actions before blaming others.

This article outlines five principles of accountability that can help any leader do a better job in this critical area of performance management.

The five principles are 1) Clarify Expectations, 2) My Contribution, 3) Care, 4) Comprehensive and Balanced, and 5) Collective Responsibility. Putting these five practices in play on a daily basis will improve the performance of any organization. Let’s see why that is:

Clarify Expectations

People must understand expectations to have any shot at meeting them. In some complex situations, a written document is required, but most of the time it is a matter of spelling out what the requirements are and gaining a verification that the employee has truly internalized them.

Often a failure to perform at the prescribed level can be traced to a misunderstanding between the supervisor and employee.

Supervisors sometimes make the mistake of assuming the employee understands what is required because he or she has heard the instructions. To verify understanding it is critical to have the employee state in his or her own words the specific requirement.

It needs to be framed up in terms of the specific action to be done by a specific time and with certain level of quality level. The employee can decide how to accomplish the task, but the deliverable must be crystal clear to avoid ambiguity.

Having the employee parrot back the expectation has the additional benefit in the event the deliverable is fuzzy. The supervisor can take the time to reiterate the specific deliverable before the employee attempts to do it. This saves time, money and reduces frustration.

My Contribution

Often the supervisor will attempt to hold an employee or group accountable when the reason for the shortfall was a blockage caused by the supervisor rather than the workers. Most people will do a good job if the culture and environment set up by management are conducive to working well.

When supervisors micromanage or otherwise destroy positive attitudes of the workers, they are contributing substantially to the shortfall they see within the workforce. They are quite often the root cause of the problem, yet they find it convenient to blame the workers for not toeing the line.

I recall one VP who lamented that “all my people are lazy.” As I dug into the situation, it was evident that the bully attitudes of the VP had caused people to become apathetic and perform only when beaten.

The VP blamed the workers, but he was clearly the source of the problem. He could not understand this connection of cause and effect. If this VP was replaced by an empowering leader, those “lazy” workers would quickly become productive and show high initiative.


When giving feedback on performance, especially if performance is not at the level expected, be sure to treat the employee the way you would want to be treated if the situation was reversed.

The Golden Rule provides excellent guidance in most cases.

There are some exceptions where the Golden Rule breaks down (suppose I enjoy being yelled at and confronted), but they are rare. If the manager demonstrates real care for the individual, even when the feedback is not positive, the employee will usually respond well to the input.

Comprehensive and Balanced

This principle means that the leader must take the big picture of what is going on into account when deciding if an individual is meeting what is expected. There may be a specific reason for not living up to the agreed performance that is totally out of the control of the employee.

If a dog is left locked up in the house all day, it is entirely possible you will find a mess on the floor, even if the dog would have loved to have been let out.

Make sure that the feedback is balanced such that you account for the good things they do as well as for times they fall short. Since most people do things right far more than they fail, your holding people accountable should normally be a positive discussion.

Rapport and trust are destroyed when employees only hear from management when they are having problems.

Collective Responsibility

If the accountability discussion has the flavor of everyone, including the manager, being responsible, then that feeling of a family working together will permeate the discussions, and they will be more fruitful.

When the manager points the finger at a specific worker and fails to involve the other people who also make up the system, the employee feels picked on. This results in hard feelings and creates more problems than it solves.

These five C’s will help you create an environment where holding people accountable is more productive and effective. Try to remember these principles when you are dealing with the people in your life.

Trust: The First Law

June 22, 2013

Yin and YangAre you dissatisfied with the level of trust within your organization? If so, recognize that you are not alone. Few organizations have achieved a state where they are delighted with the trust that exists. Part of the reason is that trust is a bit like money; no matter how much we have, we usually want more of it. Most of the organizations I see have a significant deficiency of trust that shows up in all kinds of performance issues including apathy, shaky teamwork, poor attitudes, negative morale, low productivity, high turnover, absenteeism, and even revolt or sabotage.

Leaders of the organization point to the symptoms and declare that the employees are at fault for the low trust. The leaders are expending high energy to communicate the vision and values, they are making expectations crystal clear, they are attempting to hold people accountable for performance lapses, they are making sure everyone gets paid on time, so the problem of low trust must be with the employees or first line supervisors, right? Not necessarily!

One critical nature of trust is that it is reciprocal. When you extend more trust, it reflects back to you in nearly all cases. It is the same phenomenon we often hear about with people participating in any activity: “You get out of it in proportion to what you put in.”

I have coined what I call the “First Law of Trust.” If you are a leader, and are unhappy with the level of trust in your organization, the first thing to do is find ways to show more trust in your employees. There are numerous other things that are important to do, which I have written about in other articles, but the first thing is to extend more trust to others. It seems impossible to some leaders who complain, “But how can I trust them when they prove daily that they cannot be trusted.” That attitude is at the core of why there is low trust to begin with. It is a vicious cycle.

To break the cycle, leaders need to find ways, even small ways at first, to demonstrate higher trust in employees. This will seem unnatural to both the leader and the employees at first because of the history of behaviors and reactions in the past. Leaders feel like extending any kind of trust is stupid until the workers start behaving in trustworthy ways, and workers believe the leader must be up to some kind of trick to force them into more work.

I discovered the reciprocal nature of trust many years ago when my daughter was very young. She often wanted me to “twirl” her, which involved grabbing her wrists and carefully spinning around backward (gently at first to not pull her arms out of the sockets). She would fly out horizontal, hair flying in the wind, just loving it. When I would put her down, there was always the familiar refrain “AGAIN.” So I would twirl her again, this time longer and farther.

Upon remembering the numerous times I twirled her, I realized that I had never dropped her. The reason is that her unconditional trust in me required me to reciprocate in a way that kept her safe during the process. So it is with everyone, if we extend trust to them, they will be inclined to show more trust in us.
The way to break down a dysfunctional culture of low trust is not to put the screws to people with additional demands and rules. Try the other approach of extending kindness and trust and see if the positive reaction you get is well worth the risk of extending more trust. If that works, then you will be encouraged to add more trust to others, and you will reap more back toward you.

A common question I get is, “How do I go about showing more trust in them, especially when they do not deserve it?” The answer is to be creative and find little ways to begin to show more trust. These small gestures may seem dangerous, or trivial, but they usually work to grab people’s attention. Here are a few examples of typical actions a leader might employ to demonstrate higher trust.

• Change the coffee money fund from a locked box to an open container.
• Stop walking around the shop floor five minutes before quitting time.
• Let the employees select the menu for the picnic.
• Stop micromanaging and let people use their initiative.
• Remove a needless restriction on a dress code.
• Publicly eliminate a procedure that is no longer useful.
• Cancel a report that nobody reads.
• Quit requiring proof of purchase for small petty cash items.
• Unlock the supply cabinet.

These are just a few examples of actions that could be taken to extend more trust in people. I am sure that if you think creatively, you can identify dozens of other ways to show more trust, and many of them will not involve a high risk of loss. If you try this technique, you will generally get very positive results. In some instances, the prior practices may have the population so jaded that they will be out for revenge at any opportunity, so it may take more creativity and time to develop new patterns.

Remember the first law of trust. It is up to leaders to break the cycle of tyranny and develop a culture where trust goes both ways and grows more robust with time. It takes some courage to change old ways, but the payoff is immense.

Hold Employees Procountable

June 16, 2013

Thumbsup croppedNo, that is not a typo in the title. This article is a twist on the concept of “holding people accountable.” Those three words seem to be the mantra in management circles over the past few years. When used, these words almost always mean that someone has fallen short versus expectations, and the supervisor needs to point out that lapse and have a discussion about improving performance. If you listen carefully, nearly 100% of the time managers use “hold them accountable,” it is coming from a failure point of view.

One source of the problem is the word “hold.” It conjures up an image of holding a person’s feet to the fire. The transitive verb to hold means, ” to make liable or accountable or bound to an obligation” (Mirriam Webster 11th Collegiate Dictionary). In other words, when we hold something in this sense, a force is acting to restrain it, and make it liable to a prior obligation. That is clearly negative spin rather than the alternate concept of helping people do the right thing for the betterment of the organization.

Imagine how the world would be different if we eliminated the negative concept of accountability and replaced it with a positive concept called “procountability.” In this case, the action would be to reflect on the many ways an individual is doing well and measuring up to, or exceeding, expectations.

For most people, being held procountable would be a positive experience that would encourage more of those actions rather than cause a person to cower in fear of the next chewing out from the boss. Sure, there would be times when a person did not measure up to expectations, so the procountable discussion would point out that the intentions of the individual did not produce the expected result in this instance. Some coaching may be needed, and occasionally a kick in the butt may be helpful, but most of the procountable discussions would be supportive and lead to higher productivity on the part of the individual.

The logic here is that most people come to work on most days with the intention of doing the right things. Very few people actually try to mess up at work, and if you tolerate any of these people on your team, shame on you. Get rid of them as fast as you can. So, if most people are doing the right things most of the time, we could have numerous procountable discussions relative to their successes. When a occasional lapse does happen, for whatever reason, it would be the exception rather than the rule on feedback. That difference alone would change the equation greatly. If 95% of the feedback is coming in the form of supportive comments, and only 5% coming in the form of potential improvements, the working environment would be a much better place for most employees.

Unfortunately, in most organizations that obsess on holding people accountable, the feedback employees hear from managers and supervisors is 95% negative and only 5% supportive. After a while, the culture gets beaten down, and the need for more corrective and punitive discussions becomes more frequent. The common phrase uttered by thousands of workers over the decades is “the only time I ever hear from my boss is when I screw up.”

Try reversing the logic and encourage managers to hold employees procountable rather than accountable. It will change the entire environment at work. Soon there will be a lower propensity for problems because the overwhelming volume of feedback produces a positive feeling that comes from being recognized for doing the right things.

Do Not Mix Empowerment and Morale

May 11, 2013

Girl with thumbs upMost of the time morale and empowerment are linked, but they do not always have to be. When we think of empowered people, we imagine individuals who are allowed to figure out how to do their work the best way they know how. When we think of people with high morale, we envision individuals who feel really good about what they are doing for some reason.

I can imagine a situation where my morale would be high but I am not empowered very much. Suppose I am stuffing envelopes at the United Way Office. I have very little freedom to put creativity into the job. It needs to be done just exactly the prescribed way each time. I have very low empowerment and a huge stack of routine work, yet I have a feeling that I am making a contribution to a good cause, so my morale is very high. As a result of my work, many families will be receiving the services they need. My heart is light as I am doing banal work that is incredibly tedious.

On the flip side, imagine I am given an assignment to run the weekly parts inventory as a substitute for the regular technician. I am given the freedom to organize the job and get it done any way I wish. I can come in during evening hours or on the weekend when things are quiet if I like. I am not bound to do the job a specific way as long as I get the job done in a responsible way. My empowerment is pretty high. Unfortunately, I am not a numbers person, and I hate doing inventory. I think it is boring, and it feels like a prison sentence until the job is done. As I launch into the work, my morale is very low. I do not want to do it, yet I am empowered to make all kinds of decisions about how it will be done. In this case, we see high empowerment coupled with low morale.

Most of the time morale and empowerment occur at the same time, but it is a mistake to think this is always the case. The two concepts are different and are impacted differently based on what is going on in a particular case.