Social Loafing in agile teams
Caution in the interpretation of the Agile Manifesto
In his blog post of June 4, 2020, Michael Schenkel promoted under the headline “This is no Scrum”1 an application of Scrum that is oriented towards the spirit of the Agile Manifesto, but allows enough flexibility to adapt the agile project to the reality in the company and its environment. Especially the application outside of software development requires a flexible interpretation of the Agile Manifesto. For example, the required presence meetings in a sales team scattered across the country are simply not possible. Therefore, can such a sales team not profit from Scrum? It can. Since Scrum is a framework and not a method that is applied step by step and in its full scope, the introduction of Scrum improves processes and performance. In this context I would like to refer to this Geman case study, for example.
The Agile Manifesto places the flexibility of the approach above the exact following of the originally written plan (“Responding to change over following a plan”).2 Nevertheless, Scrum masters, consultants and others repeatedly refer to the wording of the Agile Manifesto and the literature that is now abundant and deals with Scrum and agility. This can be dangerous, as the example of a company I know shows. Whose Scrum Master claimed that “everything must come from the team itself”, while he limited the role of the Scrum Master primarily to arranging the Scrum meetings. Following the advocates of the “pure” approach, he did nothing wrong. After all, the literature says that teams organise themselves and work out the optimum for the company in a self-controlling way. In the case of the company mentioned, however, it was precisely this attitude that led to the fact that nothing at all worked in the agile project. The team was not making progress with its work, and one important reason for this was that employees were “hiding” in the agile team.
Agile teams need self-determination and leadership
You can’t blame the team in the example. After all, in a completely new agile organisation, how would they know how to deal with failure in a team?
For quite some time, scientists have been dealing with the questions of how people act in teams and what makes teams successful or not. Both advantages and disadvantages of teamwork have been proven. On the positive side, social compensation, social facilitation or the “Köhler effect”, for example, can mean that the individual employees in a team achieve more together than the sum of their individual achievements. On the other hand, the Ringman Effect, Social Loafing3 or the free-rider problem reduce the overall performance of the team. Whether the pendulum ultimately swings to the positive or negative side of the overall performance depends on a number of factors.
In order to understand why even agile teams cannot simply be left to themselves, but must also be managed effectively, we will now take a brief look at the causes of reduced team performance. In principle, these can be divided into three categories, namely
- Motivation: Demotivation can occur when the individual in the team or the entire team is not appreciated for his or her performance, when individual members feel excluded from working in the team or when the quantity or the demands of the service to be provided make excessive demands on the team.
- Coordination: This category includes underperformance due to a lack of communication, unclear objectives or too different levels of performance. Maximilian Ringelmann originally thought that the underperformance in his experiment (in a team of eight men pulled less tightly on a rope than in a team of four) was due to coordination problems.
- Social constellation: It is highly probable, however, that what Alan Ingham and his colleagues at the University of Massachusetts called “social loafing” in the early 1970s was responsible for the outcome of Ringelmann’s experiments: the fact that under certain circumstances people tend not to work as hard as they would individually in a team.
In this context, the delicate balance between self-determination and leadership in an agile team becomes apparent: While the causes of some motivation problems can be solved by giving the team and its members more freedom of decision and action, and coordination problems can be most effectively avoided by adjusting the team size, Social Loafing usually requires significant interventions from outside the team. In other words: despite all the self-control, it needs someone to lead the team in these situations.
According to the “pure teaching” of Scrum, a well moderated discussion during the Sprint Retrospective will bring possible problems with Social Loafing on the table and solve these successfully. Following the “pure teaching” of Scrum, the team moderates such meetings itself. However, until the team is mature enough to handle this task internally, it needs a person from outside the team for the moderation – usually the Scrum Master. First of all, the moderation has a direct effect, with the goal of making Social Loafing a topic of discussion in the team and, if possible, to put it aside. Secondly it works on the meta-level by showing the team ways to deal with Social Loafing. Especially the first mentioned aspect is a clear leadership aspect according to the definition of Rosenstil, because leadership is the conscious and goal-oriented influence on people.4
The degree of self-determination and leadership
Some well-informed readers will also quote the studies of McAvoy and Butler. According to them, the way agile teams work can indeed have a positive effect on social loafing. McAvoy and Butler cite the following causes
- better cohesion,
- the higher reflection level or
- higher motivation through self-determination in agile teams.5
But a positive correlation does not mean the solution of the problem. And the authors themselves write at various points that social loafing still exists in agile teams.
At least until science has officially proven the absence of social loafing in agile teams, we have to be content with acknowledging the problem as such. In the meantime, various instruments for dealing with Social Loafing have been suggested by science and practice. I would like to mention three of them here as examples:
- Firstly, an anonymous 360-degree feedback can be used to address the existence of social loafing in the team. Initially, the question of social loafing is not explicitly asked. However, the team is brought to the topic by the exact question posed.
An instrument developed by Fronza and Wang directly addresses Social Loafing in four steps.6 First, the team is sensitised to the topic. Then the team works out a “social contract” in which the team members commit themselves to always devote themselves to the team with full commitment. How this commitment is implemented is evaluated in two subsequent steps.
- At the extreme end of the spectrum, an instrument like the one used by the Cambridge University Boat Club in a controversial experiment would create complete transparency and openness, and thus maximum social pressure against social loafing. Here, in addition to the objectively measurable results, the subjective impressions of various people about the individual team members are made visible on lists for all concerned.7
These three instruments are arranged in ascending order in terms of the degree and severity of intervention. Hopefully the last one will be used very rarely in this form. While the anonymous 360-degree feedback is even closer to the desideratum of the constructive-collaborative working method of the agile team, the inclined reader will probably associate the Cambridge approach with the tough, less empathic management of an ancient pusher organisation. In fact, it is also about making the “lazy” ones disproportionately responsible for the underperformance of the whole team and to exert maximum social pressure.
The intervention in social loafing
The instruments for dealing with social loafing show that as the severity of the problem increases, so does the directness of the intervention and thus the degree of direct leadership. In other words: Away from a collectivist-reflective approach to an individually directed approach to the problem. It should therefore not mean: self-control or external control. Rather, the principle must be: self-control and external leadership, each when and where appropriate.
Should an agile team that suffers from social loafing, in extreme cases, refrain from using more “traditional” interventions just because they are not “self-controlling agile”, but require strong leadership from outside? The answer to this question may be controversial. For me personally, the answer is: no. For here, too, the fathers of the Agile Manifesto certainly consider the flexibility of the approach more important than orthodox adherence to supposed beliefs. And where does it say in the Agile Manifesto that a team should not get a good slap on the wrist?
 That’s no Scrum
 Responding to change over following a plan. The Agile Manifesto.
 Smartpedia: Social Loafing
 Vgl. F. W. NERDINGER (2014), Führung von Mitarbeitern, in: F.W. NERDINGER, G. BLICKLE, N. SCHAPER: Arbeits- und Organisationspsychologie. S. 84-102, hier S. 84
 John MCAVOY, Tom BUTLER (2006): Looking for a place to hide: a study of social loafing in agile teams (ECIS 2006 Proceedings 107)
 Ilenia FRONZA, Xiaofeng WANG (2017): Towards an Approach to prevent Social Loafing in Software Development Teams (2017 ACM/IEEE International Symposium on Empirical Software Engineering and Measurement, S. 241-246)
Dr. Michael Scherm has published further articles in the t2informatik blog:
Dr. Michael Scherm
Dr. Michael Scherm began his career in 1999 as a management consultant in Washington D.C. and subsequently worked on customer projects for IBM, Microsoft, British Telecom, SAP, Mastercard and other companies in the USA, Europe and Asia-Pacific. After working in London and Singapore, he returned to Germany in 2009, where he became sales manager of a medium-sized German software company. Since 2011, Dr. Scherm has been a partner at NewLeaf Partners Europe GmbH, a service provider specialising in sales effectiveness, and is responsible for business development at gesinn.it GmbH & Co. KG, a leading specialist for semantic Wiki solutions.