The field of the contests is widened, as separating of the work of the individual not only allows for competition between individuals, but for the competition of the individual with his own records. This competition is not only a great, constant and helpful incentive to every worker, but it is also an excellent means of developing individuality.
Advantages to Managers of Separating Output. — The advantages to the managers of separating the work are that there is a chance to know exactly who is making the high output, and that the spirit of competition which prevails when men compare their outputs to their own former records or others, leads to increased effort.
Advantages to Workers of Separating Output. — As for advantages to the men:
By separation of the individual work, not only is the man's work itself shown, but at the same time the work of all other people is separated, cut away and put aside, and he can locate the man who is delaying him by, for example, not keeping him supplied with materials. The man has not only an opportunity to concentrate, but every possible incentive to exercise his will and his desire to do things. His attention is concentrated on the fact that he as an individual is expected to do his very best. He has the moral stimulus of responsibility. He has the emotional stimulus of competition. He has the mental stimulus of definiteness. He has, most valuable of all, a chance to be an entity rather than one of an undiscriminated gang. This chance to be an individual, or personality, is in great contradistinction to the popular opinion of Scientific Management, which thinks it turns men into machines. A very simple example of the effect of the worker's seeing his output show up separately in response to and in proportion to his effort and skill is that of boys in the lumber producing districts chopping edgings for fire wood. Here the chopping is so comparatively light that the output increased very rapidly, and the boy delights to "see his pile of fire wood grow."
With the separation of the work comes not only the opportunity for the men to see their own work, but also to see that of others, and there comes with this the spirit of imitation, or the spirit of friendly opposition, either of which, while valuable in itself is even more valuable as the by-product of being a life-giving thought, and of putting life into the work such as there never could be when the men were working together, more or less objectless, because they could not see plainly either what they were doing themselves, or what others were doing.
Separation of the output of the men gives them the greatest opportunity to develop. It gives them a chance to concentrate their attention at the work on which they are, because it is not necessary for them to waste any time to find out what that work is. Their work stands out by itself; they can put their whole minds to that work; they can become interested in that work and its outcome, and they can be positive that what they have done will be appreciated and recognized, and that it will have a good effect, with no possibility of evil effect, upon their chance for work and their chance for pay and promotion in the future. Definiteness of the boundaries, then, is not only good management in that it shows up the work and that it allows each man to see, and each man over him, or observing him to see exactly what has been done, — it has also an excellent effect upon the worker's mind.
Individuality Developed by Recording Output Separately. — The spirit of individuality is brought out still more clearly by the fact that under Scientific Management, output is recorded separately. This recording of the outputs separately is, usually, and very successfully, one of the first features installed in Transitory Management, and a feature very seldom introduced, even unconscious of its worth, in day work under Traditional Management. It is one of the great disadvantages of many kinds of work, especially in this day, that the worker does only a small part of the finished article and that he has a feeling that what he does is not identified permanently with the success of the completed whole. We may note that one of the great unsatisfying features to such arts as acting and music, is that no matter how wonderful the performer's efforts, there was no permanent record of them; that the work of the day dies with the day. He can expect to live only in the minds and hearts of the hearers, in the accounts of spectators, or in histories of the stage.
It is, therefore, not strange that the world's best actors and singers are now grasping the opportunity to make their best efforts permanent through the instrumentality of the motion picture films and the talking machine records. This same feeling, minus the glow of enthusiasm that at least attends the actor during the work, is present in more or less degree in the mind of the worker.
Records Make Work Seem Worth While. — With the feeling that his work is recorded comes the feeling that the work is really worth while, for even if the work itself does not last, the records of it are such as can go on.
Records Give Individuals a Feeling of Permanence. — With recorded individual output comes also the feeling of permanence, of credit for good performance. This desire for permanence shows itself all through the work of men in Traditional Management, for example — in the stone cutter's art where the man who had successfully dressed the stone from the rough block was delighted to put his own individual mark on it, even though he knew that that mark probably would seldom, if ever, be noticed again by anyone after the stone was set in the wall. It is an underlying trait of the human mind to desire this permanence of record of successful effort, and fulfilling and utilizing this desire is a great gain of Scientific Management.
Mental Development of Worker Through Records. — It is not only for his satisfaction that the worker should see his records and realize that his work has permanence, but also for comparison of his work not only with his own record, but with the work of others. The value of these comparisons, not only to the management but to the worker himself, must not be underestimated. The worker gains mental development and physical skill by studying these comparisons.
Advantages to Worker of Making his Own Records. — These possibilities of mental development are still further increased when the man makes his own records. This leads to closer attention, to more interest in the work, and to a realization of the man as to what the record really means, and what value it represents. Though even a record that is made for him and is posted where he can see it will probably result in a difference in his pay envelope, no such progress is likely to occur as when the man makes his own record, and must be conscious every moment of the time exactly where he stands.
Possibilities of Making Individual Records. — Records of individual efficiency are comparatively easy to make when output is separated. But even when work must be done by gangs or teams of men, there is provision made in Scientific Management for recording this gang work in such a way that either the output or the efficiency, or both, of each man shows up separately. This may be done in several ways, such as, for example, by recording the total time of delays avoidable and unavoidable, caused by each man, and from this computing individual records. This method of recording is psychologically right, because the recording of the delay will serve as a warning to the man, and as a spur to him not to cause delay to others again.
The forcefulness of the "don't" and the "never" have been investigated by education. Undoubtedly the "do" is far stronger, but in this particular case the command deduced from the records of delay to others is, necessarily, in the negative form, and a study of the psychological results proves most instructive.
Benefits to Managers of Individual Records. — The value of the training to the foremen, to the superintendents and to the managers higher up, who study these records, as well as to the timekeepers, recorders and clerks in the Time and Cost Department who make the records, is obvious. There is not only the possibility of appreciating and rewarding the worker, and thus stimulating him to further activity, there is also, especially in the Transitory stage, when men are to be chosen on whom to make Time Study observations, an excellent chance to compare various methods of doing work and their results.
Incentives with Individual Records. — The greatest value of recorded outputs is in the appreciation of the work of the individual that becomes possible. First of all, appreciation by the management, which to the worker must be the most important of all, as it means to him a greater chance for promotion and for more pay. This promotion and additional pay are amply provided for by Scientific Management, as will be shown later in discussing Incentives and Welfare.
Not only is the work appreciated by the management and by the man himself, but also the work becomes possible of appreciation by others. The form of the record as used in Scientific Management, and as introduced early in the transitory stage, makes it possible for many beside those working on the job, if they take the pains to consult the records, which are best posted in a conspicuous place on the work, to know and appreciate what the worker is doing. This can be best illustrated, perhaps, by various methods of recording output on contracting work, — out-of-door work.
The flag flown by the successful contestants in the athletic contests, showing which gang or which individual has made the largest output during the day previous, allows everyone who passes to appreciate the attainment of that particular worker, or that group of workers. The photographs of the "high priced men," copies of which may be given to the workers themselves, allow the worker to carry home a record and thus impress his family with what he has done. Too often the family is unable by themselves to understand the value of the worker's work, or to appreciate the effect of his home life, food, and rest conditions upon his life work, and this entire strong element of interest of the worker's family in his work is often lost.
Relation of Individual Records to Scientific Management in General. — Any study of Records of an individual's work again makes clear that no one topic of Scientific Management can be properly noted without a consideration of all other elements. The fact that under Scientific Management the record with which the man most surely and constantly competes is his own, as provided for by the individual instruction card and the individual task; the fact that under Scientific Management the man need be in no fear of losing his job if he does his best; the fact that Scientific Management is founded on the "square deal"; — all of these facts must be kept constantly in mind when considering the advantages of recording individual output, for they all have a strong psychological effect on the man's mind. It is important to remember that not only does Scientific Management provide for certain directions and thoughts entering the man's mind, but that it also eliminates other thoughts which would surely have a tendency to retard his work. The result is output far exceeding what is usually possible under Traditional Management, because drawbacks are removed and impetuses added.
The outcome of the records, and their related elements in other branches of Scientific Management, is to arouse interest. Interest arouses abnormally concentrated attention, and this in turn is the cause of genius. This again answers the argument of those who claim that Scientific Management kills individuality and turns the worker into a machine.
Individual Task Under Scientific Management. — Individuality is also taken into consideration when preparing the task. This task would always be for an individual, even in the case of the gang instruction card. It usually recognizes individuality, in that, —
1. It is prepared for one individual only, when possible.
2. It is prepared for the particular individual who is to do it.
The working time, as will be shown later, is based upon time study observations on a standard man, but when a task is assigned for a certain individual, that proportion of the work of the standard or first class man is assigned to that particular given man who is actually to do it, which he is able to do. It is fundamental that the task must be such that the man who is actually put at it, when he obeys orders and works steadily, can do it; that is, the task must be achievable, and achievable without such effort as would do mental or physical injury to the worker. This not only gives the individual the proper amount of work to do, recognizes his particular capabilities and is particularly adapted to him, but it also eliminates all dread on the score of his not being appreciated, in that the worker knows that if he achieves or exceeds his task he will not only receive the wage for it, but will continue to receive that wage, or more, for like achievement. The rate is not cut. Under the "three-rate with increased rate system," which experience has shown to be a most advanced plan for compensating workmen, the worker receives one bonus for exactness as to methods, that is, he receives one bonus if he does the task exactly as he is instructed to do it as to methods; and a second bonus, or extra bonus, if he completes his task in the allotted time. This not only assures adequate pay to the man who is slow, but a good imitator, but also to the man who, perhaps, is not such a good imitator, and must put attention on the quality rather than the quantity of his performance.
Individuality Emphasized by Instruction Card. — This individual task is embodied in an individual instruction card.
In all work where it is possible to do so, the worker is given an individual instruction card, even though his operations and rest periods are also determined by a gang instruction card. This card not only tells the man what he is to do, how he can best do it, and the time that it is supposed to take him to do it, — but it bears also the signature of the man who made it. This in order that if the worker cannot fulfill the requirements of the card he may lose no time in determining who is to give him the necessary instructions or help that will result in his earning his large wages. More than this, he must call for help from his assigned teachers, as is stated in large type on a typical Instruction Card as follows: "When instructions cannot be carried out, foreman must at once report to man who signed this card."
The signature of the man who made the card not only develops his sense of individuality and responsibility, but helps create a feeling of inter-responsibility between the workers in various parts of the organization.
The Gang Instruction Card. — A gang instruction card is used for such work only as must be done by a group of men all engaged at the work at once, or who are working at a dependent sequence of operations, or both. This card contains but those portions of the instructions for each man which refer to those elements which must be completed before a following element, to be done by the next man in the sequence, can be completed. Because of the nature of the work, the gang instruction card must be put in the hands of a leader, or foreman, whether or not it is also in the hands of each of the individuals. The amount of work which can be required as a set task for each individual member of the gang, the allowance for rest for overcoming fatigue, the time that the rest periods must occur, and the proper pay, are fully stated on the Individual Instruction Cards.
Methods of Teaching Foster Individuality. — As will be shown at length in the Chapter on Teaching, under Scientific Management teaching is not only general, by "Systems," "Standing Orders," or "Standard Practice," but also specific. Specialized teachers, called, unfortunately for the emphasis desired to be put on teaching, "functional foremen," help the individual worker to overcome his peculiar difficulties.
This teaching not only allows every worker to supplement his deficiencies of disposition or experience, but the teachers' places give opportunities for those who have a talent for imparting knowledge to utilize and develop it.
Individual Incentive and Welfare. — Finally, individual incentive and individual welfare are not only both present, but interdependent. Desire for individual success, which might lead a worker to respond to the incentive till he held back perhaps the work of others, is held in balance by interdependence of bonuses. This will be explained in full in the Chapters on Incentives and Welfare.
SUMMARY
Result of Idea of Individuality upon Work. — To recapitulate; — Under Traditional Management, because of its frequent neglect of the idea of individuality, work is often unsystematized, and high output is usually the result of "speeding up" only, with constant danger of a falling off in quality overbalancing men and injury to men and machinery.
Under Transitory Management, as outputs are separated, separately recorded, and as the idea of Individuality is embodied in selecting men, setting tasks, the instruction cards, periods of rest, teaching, incentives and welfare, output increases without undue pressure on the worker.
Under Scientific Management — with various elements which embody individuality fully developed, output increases, to the welfare of worker, manager, employer and consumer and with no falling off in quality.
Effect Upon the Worker. — The question of the effect upon the worker of emphasis laid upon individuality, can perhaps best be answered by asking and answering the following questions: —
1. When, where, how, and how much is individuality considered?
2. What consideration is given to the relation of the mind to the body of the individual?
3. What is the relative emphasis on consideration of individual and class?
4. In how far is the individual the unit?
5. What consideration is given to idiosyncrasies?
6. What is the effect toward causing or bringing about development, that is, broadening, deepening and making the individual more progressive?
Extent of Consideration of Individuality. — 1. Under Traditional Management consideration of individuality is seldom present, but those best forms of Traditional Management that are successful are so because it is present. This is not usually recognized, but investigation shows that the successful manager, or foreman, or boss, or superintendent succeeds either because of his own individuality or because he brings out to good advantage the individual possibilities of his men. The most successful workers under Traditional Management are those who are allowed to be individuals and to follow out their individual bents of greatest efficiency, instead of being crowded down to become mere members of gangs, with no chance to think, to do, or to be anything but parts of the gang.
Under Transitory Management, and most fully under Scientific Management, the spirit of individuality, far from being crowded out, is a basic principle, and everything possible is done to encourage the desire to be a personality.
Relation of Mind to Body. — Under Traditional Management, where men worked in the same employ for a long time, much consideration was given to the relation of the mind to the body. It was realized that men must not be speeded up beyond what they could do healthfully; they must have good sleeping quarters and good, savory and appetizing food to eat and not be fatigued unnecessarily, if they were to become successful workers. More than this, philanthropic employers often attempted to supply many kinds of comfort and amusement.
Under Transitory Management the physical and mental welfare are provided for more systematically.
Under Scientific Management consideration of the mind and body of the workman, and his health, and all that that includes, is a subject for scientific study and for scientific administration. As shown later, it eliminates all discussion and troubles of so-called "welfare work," because the interests of the employer and the worker become identical and everything that is done becomes the concern of both.
Scientific Management realizes that the condition of the body effects every possible mental process. It is one of the great advantages of a study of the psychology of management that the subject absolutely demands from the start, and insists in every stage of the work, on this relationship of the body to the mind, and of the surroundings, equipment, etc., of the worker to his work.
It is almost impossible, in management, to separate the subject of the worker from that of his work, or to think of the worker as not working except in such a sense as "ceasing-from-work," "about-to-work," "resting to overcome fatigue of work," or "resting during periods of unavoidable delays." The relation of the worker to his work is constantly in the mind of the manager. It is for this reason that not only does management owe much to psychology, but that psychology, as applied to any line of study, will, ultimately, be recognized as owing much to the science of management.
Relative Emphasis on Individual and Class. — Under Traditional Management the gang, or the class, usually receives the chief emphasis. If the individual developed, as he undoubtedly did, in many kinds of mechanical work, especially in small organizations, it was more or less because it was not possible for the managers to organize the various individuals into classes or gangs. In the transitory stage the emphasis is shifting. Under Scientific Management the emphasis is most decidedly and emphatically upon the individual as the unit to be managed, as has been shown.
Individual as the Unit. — Under Traditional Management the individual was seldom the unit. Under Transitory Management the individual is the unit, but there is not much emphasis in the early stages placed upon his peculiarities and personalities. Under Scientific Management the unit is always the individual, and the utilizing and strengthening of his personal traits, special ability and skill is a dominating feature.
Emphasis on Idiosyncrasies. — Under Traditional Management there is either no consideration given to idiosyncrasies, or too wide a latitude is allowed. In cases where no consideration is given, there is often either a pride in the managers in "treating all men alike," though they might respond better to different handling, or else the individual is undirected and his personality manifests itself in all sorts of unguided directions, many of which must necessarily be wasteful, unproductive, or incomplete in development. Under Scientific Management, functionalization, as will be shown, provides for the utilization of all idiosyncrasies and efficient deviations from class, and promotion is so planned that a man may develop along the line of his chief ability. Thus initiative is encouraged and developed constantly.
Development of Individuality. — The development of individuality is more sure under Scientific Management than it is under either of the other two forms of management, (a) because this development is recognized to be a benefit to the worker and to the employer and (b) because this development as a part of a definite plan is provided for and perfected scientifically.
1. William James, Psychology, Briefer Course, p. 1.
2. Hugo Münsterberg, American Problems, p. 34.
3. Mary Whiton Calkins, A First Book in Psychology, p. 1.
4. James Sully, Teacher's Handbook of Psychology, p. 14.
5. James Sully, Teacher's Handbook of Psychology, p. 577.
6. H.L. Gantt, Work, Wages and Profits, p. 52.
7. F.W. Taylor, Shop Management, p. 25. (Harper & Bros.)
8. F.B. Gilbreth, Motion Study, p. 7.
9. L.B. Blan, A Special Study of the Incidence of Retardation, p. 89.
10. Hugo Münsterberg, American Problems, pp. 38-39.
11. F.B. Gilbreth, Cost Reducing System, Chap. III.
CHAPTER III
FUNCTIONALIZATION
Definition of Functionalization. — A function, says the Century Dictionary, is — "The fulfilment or discharge of a set duty or requirement, exercise of a faculty or office, or power of acting, faculty, — that power of acting in a specific way which appertains to a thing by virtue of its special constitution; that mode of action or operation which is proper to any organ, faculty, office structure, etc. (This is the most usual signification of the term)."
"Functionalization" is not given in the Century Dictionary. The nearest to it to be found there is "Functionality," which is defined as — "The state of having or being a function." Functionalization as here used means — the state of being divided into functions, or being functionalized. "Functionalize" is given in the Century Dictionary, defined as "to assign some office or function to" — the note being made that it is rare. "Functionalize" may not be the best word that could be used in this connection, but there seems to be no other word in the English language which contains its full meaning, therefore we will use the word here in the sense of assigning work according to capacity or faculty. A faculty means — "A specific power, mental or physical; a special capacity for any particular kind of action or affection; natural capability."
Psychological Use of Functionalization. — The word "Function" is in constant use by modern psychologists, especially by those who believe that — "Psychology is the science of the self in relation to environment," 1 or that "Psychology is a scientific account of our mental processes."2 Sully defines a function as "a psychologically simple process," 3 and compares its elementariness to a muscular contraction as an element of a step in walking.
In investigating the principle of Functionalization as embodied in various forms of Management, we must note that, while Management can, and does under Scientific Management, attempt to functionalize work as far as possible, it will be impossible to come to ultimate results until a psychological study of the requirement of the work from the worker, and results of the work on the worker is made.4
Functionalization in Management. — "Functional Management" consists, to quote Dr. Taylor, "in so directing the work of management that each man from the assistant superintendent down shall have as few functions as possible to perform. If practicable, the work of each man in the management should be confined to the performance of a single leading function." 5
A study of functionalization as applied to management must answer the following questions:
1. How is the work divided?
2. How are the workers assigned to the work?
3. What are the results to the work?
4. What are the results to the worker?
Traditional Management Seldom Functionalizes. — Under Traditional Management the principle of Functionalization was seldom applied or understood. Even when the manager tried to separate planning from performing, or so to divide the work that each worker could utilize his special ability, there were no permanently beneficial results, because there was no standard method of division.
The Work of the Foreman Not Properly Divided. — The work of a foreman was not divided, but the well rounded man, as Dr. Taylor says,6 was supposed to have
1. Brain
2. Education
3. Special or technical knowledge, manual dexterity or strength
4. Tact
5. Energy
6. Grit
7. Honesty
8. Judgment, or common sense
9. Good health.
Dr. Taylor says — "Plenty of men who possess only three of the above qualities can be hired at any time for laborer's wages. Add four of these qualities together, and you get a higher priced man. The man combining five of these qualities begins to be hard to find, and those with 6, 7 and 8 are almost impossible to get."
Yet, under Traditional Management these general qualities and many points of specific training were demanded of the foreman. Dr. Taylor has enumerated the qualifications or the duties of a gang boss in charge of lathes or planers. 7 Careful reading of this enumeration will show most plainly that the demands made were almost impossible of fulfillment. 8
Another list which is interesting is found in "Cost Reducing System," a long list of the duties of the Ideal Superintendent or foreman in construction work. 9
QUALIFICATIONS AND DUTIES OF FIRST CLASS FOREMAN
A first class foreman must have:
bodily
strength
brains
common sense
education
energy
good health
good judgment
grit
special knowledge
tact
technical knowledge.
He must be:
able to concentrate his mind upon small things
able to read drawings readily
able to visualize the work at every stage of its progress, and even before it begins
a master of detail
honest
master of at least one trade.
His duties consist of:
considering broad policies.
considering new applicants for important positions.
considering the character and fitness of the men.
determining a proper day's work.
determining costs.
determining the method of compensation.
determining the sequence of events for the best results.
disciplining the men.
dividing the men into gangs for speed contests.
fixing piece and day rates.
getting rid of inferior men.
handling relations with the unions.
hiring good men.
installing such methods and devices as will detect dishonesty.
keeping the time and disciplining those who are late or absent.
laying out work.
looking ahead to see that there are men enough for future work.
looking ahead to see that there is enough future work for the men.
making profits.
measuring each man's effort fairly.
obtaining good results in quality.
paying the men on days when they are discharged.
paying the men on pay day.
preventing soldiering.
readjusting wages.
retaining good men.
seeing that all men are honest.
seeing that men are shifted promptly when breakdowns occur.
seeing that repairs are made promptly before breakdowns occur,
seeing that repairs are made promptly after breakdowns occur.
seeing that the most suitable man is allotted to each part of the work.
seeing that the work is not slighted.
setting piece work prices.
setting rates.
setting tasks.
supervising timekeeping.
teaching the improvers.
teaching the learners.
In studying these lists we note —
1. That the position will be best filled by a very high and rare type of man.
2. That the man is forced to use every atom of all of his powers and at the same time to waste his energies in doing much unimportant pay reducing routine work, some of which could be done by clerks.
3. That in many cases the work assigned for him to do calls for qualifications which are diametrically opposed to each other.
4. That psychology tells us that a man fitted to perform some of these duties would probably be mentally ill fitted for performing others in the best possible way that they could be performed.
Work Not Well Done. — Not only does the foreman under Traditional Management do a great deal of work which can be done by cheaper men, but he also wastes his time on clerical work in which he is not a specialist, and, therefore, which he does not do as well as the work can be done by a cheaper man, and this takes more of his time than he ought to devote to it. The result is that the work is not done as well as it can and should be done.
A most perfect illustration of a common form of Traditional Management is the old story of the foreman, who, in making his rounds of the various parts of the work, comes to the deep hole being excavated for a foundation pier and says hurriedly — "How many of yez is there in the hole?" "Seven." "The half of yez come up."
The theoretical defects of the old type of management often seen before the advent of the trained engineer on the work include: —
1. lack of planning ahead.
2. an overworked foreman.
3. no functionalizing of the work.
4. no standards of individual efficiency.
5. unmeasured individual outputs.
6. no standard methods.
7. no attempt at teaching.
8. inaccurate directions.
9. lack of athletic contests.
10. no high pay for extra efficiency.
11. poor investigation of workers' special capabilities.
In spite of the fact that under unfunctionalized management the foreman has far more to do than he can expect to do well, the average foreman thinks that he belongs to a class above his position. This is partly because the position is so unstandardized that it arouses a sense of unrest, and partly because he has to spend much of his time at low priced functions.
Under the feeling of enmity, or at least, of opposition, which often exists, openly or secretly, between the average Traditional Management and men, the foreman must ally himself with one side or the other. If he joins with the men, he must countenance the soldiering, which they find necessary in order to maintain their rates of wages. Thus the output of the shop will seldom increase and his chance for appreciation and promotion by the management will probably be slight and slow. His position as boss, combined with that of ally of the men, is awkward.
If he allies himself to the management, he must usually become a driver of the men, if he wishes to increase output. This condition will never be agreeable to him unless he has an oversupply of brute instincts.
The Workers Not Best Utilized. — Under the best types of Traditional Management we do find more or less spasmodic attempts at the functionalization of the worker. When there was any particular kind of work to be done, the worker who seemed to the manager to be the best fitted, was set at that kind of work. For example — if there was a particularly heavy piece of work he might say — "Let A do it because he is strong." If there was a particularly fine piece of work to be done he might say — "Let B do it because he is specially skilled." If there was a piece of work to be done which required originality, he might say — "Let C do it for the reason that he is inventive and resourceful;" but, in most cases, when the particular job on hand was finished, the worker selected to do it returned to other classes of work, and such special fitness or capability as he had, was seldom systematically utilized, or automatically assigned to his special function, neither was such experience as he had gained systematically conserved. Moreover, no such study of the work to be done had been made as would prove that the assignment of that particular worker to the work was right. The psychology of this was entirely wrong, — not only had no such study of the general and particular characteristics, traits, faculties, and talents of the man been made as would prove that he was the right man to be assigned, but the mere fact that he possessed one quality necessary for the work, if he really did possess it, was no sign that the other qualities which he possessed might not make him the wrong man to be chosen. Even if the man did happen to be assigned to work for which he was particularly suited, unless provision were made to keep him at such work only, to keep him well supplied with work, to allow time for rest, and to provide proper pay, he could not utilize his capabilities to the fullest extent.
Transitory Management Functionalizes. — Under Transitory Management, management becomes gradually more and more functionalized. With separated outputs and separate records, the worker's capabilities become apparent, and he can be assigned to the standardized positions which gradually evolve. Every recognition of individuality carries with it a corresponding functionalization of men and work.
Functionalization a Fundamental of Scientific Management. — With Scientific Management comes the realization that with close study and with functionalization only, can that provision and assignment of the work which is best for both work and worker be obtained. The principle is applied to every part of management, and results in
1. separating the planning from the performing.
2. functionalizing foremen.
3. functionalizing workers.
4. assigning competent workers to fitting work.
Separating the Planning from the Performing. — The emphasis on separating the planning from the performing in Scientific Management cannot be over-estimated. It is a part of Dr. Taylor's fourth principle of Scientific Management, "Almost equal division of the work and the responsibility between the management and the workmen."10 The greatest outputs can be achieved to the greatest benefit to managers and men when the work is divided, the management undertaking that part of the work that it is best fitted to do, the workmen performing that part which they are best fitted to do.
The Work of the Planning Department. — It has been determined by actual experience that the line of division most agreeable to the managers and the workmen and most productive of coöperation by both, as well as most efficient in producing low costs, is that which separates the planning from the performing. Under Scientific Management the Planning Department relieves the man of determining —
1. what work is to be done.
2. sequence in which it is to be done.
3. method by which it shall be done.
4. where it shall be done.
5. which men shall do it.
6. time that it shall take.
7. exact quality of product.
8. quantity of additional pay that shall be given for doing it.
Work of the Workers. — The men are simply given standard tasks to do, with teachers to help them, and a standard wage according to performance as a reward. There are but three things expected of them: —
1. coöperation with the management in obtaining the prescribed work, method and quality.
2. the exercise of their ingenuity in making improvements after they have learned the standard prescribed practice.
3. the fitting of themselves for higher pay and promotion.
Functionalized Foremanship. — The work that, under Scientific Management, is usually done by one man, the Foreman, is subdivided into eight or more functions. These functions are assigned to the following functional foremen: 11
Planning Department
1. Order of work and route man
2. Instruction card man
3. Cost and time clerk
4. Disciplinarian
Performing Department
5. Gang boss
6. Speed boss
7. Repair boss
8. Inspector
Each of the above functions may be in charge of a separate man, or one man may be in charge of several functions, or several men may do the work of one function; the work being divided between them in some cases by further functionalizing it, — and in others by separating it into similar parts. Which of these conditions is most effective depends on the size of the job, or the nature of the job to be done. The important question is, not the number of men doing the planning, but the fact that every foreman, so far as is possible, is assigned to the special kind of work that he is best fitted to do with the greatest elimination of unnecessary waste.
Changes in the Functions of the Foreman. — A Foreman, under Scientific Management, must have three qualifications. He must be
1. a specialist at the work that he is to do.
2. a good observer, able to note minute variations of method, work, and efficiency.
3. a good teacher.
A comparison of these qualifications with those of the foreman under Traditional Management, will show as important changes, —
1. the particular place in the field of knowledge in which the foreman must specialize.
2. the change in the type of criticism expected from the foreman.
3. the far greater emphasis placed on duties as a teacher.
Importance of the Teaching Feature in Functional Foremanship. — The teaching feature of management, — the most important feature of Scientific Management, — will be discussed in the Chapter on Teaching. Only so much is included here as shows its derivation from the principle of functionalization, and its underlying importance.
Functionalization means specialization. This results in coöperation between foremen, between foremen and workers, and between workers. By "co-operate" is here meant not only "to work together," but also "to work together to promote the object." This coöperation persists not only because it is demanded by the work, but also because it is insured by the inter-dependent bonuses.
Functionalization under Scientific Management separates planning from performing. This means that the specialists who plan must teach the specialist who performs, this being the way in which they co-operate to the greatest personal advantage to all.
Basis of Division into Functions. — Under Scientific Management divisions are made on the basis of underlying ideas. Functions are not classified as they are embodied in particular men, but men are classified as they embody particular functions. This allows of standardization, through which alone can progress and evolution come quickest. It is comparatively easy and simple to standardize a function. Being a "set duty," it can be fixed, studied and simplified. It is extremely difficult and complex to standardize an individual. This standardizing of the function, however, in no wise stunts individuality. On the contrary, it gives each individual a chance to utilize his particular faculty for obtaining the greatest efficiency, pleasure and profit. This is well illustrated in the case of specialization in baseball, for excellence as a pitcher does not stunt the player as a catcher.
Functions may be subdivided as far as the nature of the work demands. Note here, again, that it is the relative complexity or simplicity of the nature of the work that is to be done that determines the degree of its functionalization, not the number of men employed at the work.
Note, also, that with every subdivision of functions comes greater opportunity for specialization, hence for individual development.
Place of Operation of the Functions. — Four functions of the eight find their place in the planning department. The other four are out on the work. That is to say, — the men who represent four functions work almost entirely in the planning room, while the men who represent the other four functions work mostly among the workers. This division is, however, largely a matter of convenience. Three of the first four groups of men communicate with the workers mostly in writing and are seldom engaged as observers, except in obtaining data for the creation of standards, while the fourth is often in the planning room. The last four usually communicate with the men orally, and must observe and teach the worker constantly.
In the descriptions that follow, each function is represented as embodied in one man, this aiding simplicity and clearness in description.
The Order of Work and Route Clerk. — The Order of Work and Route Clerk lays out the exact path of each piece of work, and determines the sequence of events of moving and a general outline of performance. 12 With the requirements of the work in mind, the most efficient day's work for each worker is determined. The paths and sequences of transportation are outlined by means of route charts and route sheets showing graphical and detailed directions, which are the means by which the foremen of the other functions are enabled to coöperate with other foremen and with the workers.
The work of this function requires a practical man, of the successful foreman type, experienced in the class of work to be executed, who is also familiar with the theories of Scientific Management in general, and the work of the other foremen in particular, and who has the faculty of visualization and well developed constructive imagination. He must also have at his command in systematic form, and available for immediate use, records of previous experience.
The Instruction Card Clerk. — The Instruction Card Clerk prepares written directions for the workers as to what methods should be used in doing the work, the sequence of performance of the elements of the method, the speeds and action of the accompanying machinery, the time that each element should take for its performance, the time allowed for rest for overcoming fatigue caused by its performance, and the total elapsed time allowed for performing all of the work on the instruction card in order to obtain the unusually high additional wages as a reward for his skill and coöperation.
The work of this function requires the best available (but not necessarily the fastest), practical experienced man in the trade described, who also has had sufficient experience in motion study and time study to enable him to write down the best known method for doing the work described, and also prophesying the correct time that the work and rest from its resulting fatigue will take. He must supplement the instruction card with such sketches, drawings and photographs as will best assist the worker to visualize his work before and during its performance.
Function of Time and Cost Clerk. — The work done by the Time and Cost Clerk calls for accuracy and a love of statistical detail. It will help him if he knows the trades with which he is coöperating, but such knowledge is not absolutely essential. He will be promoted fastest who has a knowledge of the theory of management, coupled with the theory and practice of statistics and accountancy, for the true costs must include knowledge of costs of materials, and the distribution of the overhead burden of running expenses and selling.
Function of the Disciplinarian. — The function of the Disciplinarian must be discussed at length, both because of the psychological effect upon the men of the manner of the discipline and of the disciplinarian, and because of the fact that the disciplinarian is the functional foreman of the four in the planning department who comes in most personal contact with the workers, as well as all of the other foremen, and the Superintendent.
It is important to note, in the discussion that is to follow, not only how disciplining is transformed as management develops progressively, but also that the intimate acquaintance of discipliner with disciplined is not done away with, but rather supplemented by the standardizing which is the outcome of Scientific Management.
The defects of methods of disciplining under Traditional Management are remedied, but here, as always, Scientific Management retains and develops that which is good. This because the good in the older forms conformed, unconsciously, to the underlying laws.
Defects of Disciplining Under Traditional Management. — Under Traditional Management, the disciplining is done by the foreman; that is, the punishment is meted out by the man who has charge of all activities of the men under him. This is actually, in practice and in theory, psychologically wrong. If there is one man who should be in a state of mind that would enable him to judge dispassionately, it is the disciplinarian. The man to be disciplined is usually guilty of one of six offenses:
1. an offense against an employé of a grade above him.
2. an offense against an employé of the same grade.
3. an offense against an employé of a grade below him.
4. falling short in the quality of his work.
5. falling short in the quantity of his work.
6. an offense against the system (disobeying orders), falling down on schedule, or intentionally not coöperating.
The employé over him, or the foreman, to whom he is supposed to have done some injustice, would be in no state of mind to judge as to the man's culpability. In the case of an offense against an employé of the same grade, the best that the injured employé could do would be to appeal to his foreman, who oftentimes is not an unprejudiced judge, and the multiplicity of whose duties give him little time to give attention to the subject of disciplining.
If the offense is against quantity or quality of work, again the old fashioned foreman, for lack of time, and for lack of training and proper standards of measurement, will find it almost impossible to know how guilty the man is, and what form of punishment and what amount of punishment or loss of opportunity for progress will be appropriate.
Changes in Disciplinarian's Function Under Scientific Management. — All this is changed under Scientific Management. The disciplinarian is a specially appointed functional foreman, and has few other duties except those that are directly or indirectly connected with disciplining. He is in touch with the requirements of the work, because he is in the Planning Department; he is in touch with the employment bureau, and knows which men should be employed; he has a determining voice in deciding elementary rate fixing and should always be consulted before wages are changed or a reassignment of duties is determined. All of these are great advantages to him in deciding justly and appropriately punishments and promotion, not for the workers alone but also for the foremen and the managers.
Duties of the Disciplinarian. — The Disciplinarian keeps a record of each man's virtues and defects; he is in position to know all about the man; where he comes from; what his natural and acquired qualifications are; what his good points, possibilities and special fitness are; what his wages are, and his need for them. All that it is possible for the managers to know of the men is to be concentrated in this disciplinarian. He is, in practice, more the counsel and advocate of the worker than an unsympathetic judge, as is indicated by the fact that his chief function is that of "diplomat" and "peacemaker." His greatest duty is to see that the "square deal" is meted out without fear or favor to employer or to employé.
Importance of Psychology in Disciplining. — Not only does the position of disciplinarian under Scientific Management answer the psychological requirements for such a function, but also the holder of the position of disciplinarian must understand psychology and apply, at least unconsciously, and preferably consciously, the known laws of psychology, if he wishes to be successful.
The disciplinarian must consider not only what the man has done and the relation of this act of his to his other acts; he must also investigate the cause and the motive of the act, for on the cause and motive, in reality, depends more than on the act itself. He must probe into the physical condition of the man, as related to his mental acts. He must note the effect of the same kind of discipline under different conditions; for example, he must note that, on certain types of people, disciplining in the presence of other people has a most derogatory effect, just as rewards before people may have a most advantageous effect. Upon others, discipline that is meted out in the presence of other people is the only sort of discipline which has the desired effect. The sensitiveness of the person to be disciplined, the necessity for sharp discipline, and for that particular sort of discipline which may require the element of shame in it, must all be considered. He must be able to discover and note whether the discipline should be meted out to a ringleader, and whether the other employés, supposed to be blameworthy, are really only guilty in acquiescing, or in failing to report one who has really furnished the initiative. He must differentiate acts which are the result of following a ringleader blindly from the concerted acts of disobedience of a crowd, for the "mob spirit" is always an element to be estimated and separately handled.
Inadequacy of Terms in Disciplining. — The words "disciplinarian" and "punishment" are most unfortunate. The "Disciplinarian" would be far better called the "peacemaker," and the "punishment" by some such word as the "adjustment." It is not the duty of the disciplinarian to "take out anybody's grudge" against a man; it is his duty to adjust disagreements. He must remember constantly that his discipline must be of such a nature that the result will be for the permanent best interests of the one disciplined, his co-workers, his associates and his family.
The aim is, not to put the man down, but to keep him up to his standard, as will be shown later in a chapter on Incentives. If the punishment is in the form of a fine, it must not in any way return to the coffers of the management. The fines collected — even those fines collected from the individuals composing the management, should go in some form to the benefit of the men themselves, such, for example, as contributions to a workman's sick benefit fund or to general entertainment at the annual outing of employés. In practice, the disciplinarian is rather the friend of the worker than of the employer, if the two interests can possibly be separated. Again "penalty" is a bad word to use. Any words used in this connection should preferably have had taken from them any feeling that personal prejudice affects the discipline. It is the nature of the offense itself which should prescribe what the outcome of it shall be.
The position of disciplinarian requires a man who has a keen sense of justice, who has had such experience as to enable him to smooth out difficulties until all are in a frame of mind where they can look upon their own acts and the acts of others calmly. He must be able so to administer his duties that each decision inspires the realization that he acted to the best of his knowledge and belief. He must be one who is fearless, and has no tendency to have favorites. He must have a clear knowledge of the theories and principles of Scientific Management, in order that he can fill the position of enforcer of its laws.
The Gang Boss. — The duties of The Gang Boss are to see that the worker has plenty of work ahead, to see that everything that he will need with which to do the work is at hand, and to see that the work is actually "set," or placed and performed correctly. This position calls for a practical demonstrator, who must himself be able and willing actually to prepare and help on the work. It calls particularly for a man with teaching ability, with special emphasis on ability to teach, with great exactness, the prescribed method and to follow the orders of the planning department implicitly.
The Speed Boss. — The speed boss is responsible for the methods of doing work with machinery. He has charge of overseeing the work, and teaching the worker, during the entire time that the work is being done. He must be prepared constantly to demonstrate at any time not only how the work is done, but also that it can be done in the specified time called for in order to earn the bonus. This position calls for a man who is able, personally, to carry out the detailed written orders of the instruction card in regard to speeds, feeds, cuts, methods of operation, quality and quantity.
He must be proficient at the art of imparting his knowledge to other workmen, and at the same time be able to secure the prescribed outputs and quantities. He need not be the fastest worker in the shop, but he should be one of the most intelligent workers and best teachers, with a keen desire to coöperate, both with the workers and with the other foremen.
The Repair Boss. — The repair boss has charge of the plant and its maintenance. He must have a natural love of order and of cleanliness, and a systematic type of mind. This position calls for a man with an experience that will enable him to detect liability of breakdowns before they actually occur. He must be resourceful in repairing unexpected breakdowns in an emergency, and be able at all times to carry out literally the directions given on the instruction cards of the Planning Department for cleaning, maintaining, and repairing the machines.
The Inspector. — The function of inspector under scientific or the Taylor plan of management is most important, especially in connection with the "first inspection." During the manufacture of the first piece and after it is finished the inspector passes and reports upon it before the worker proceeds with the other pieces. Here the worker gets a return in person for each successive act on the first piece he makes under a new instruction card, or, if he is a new worker, under an old instruction card. Ambiguity of instructions, if present, is thus eliminated, and wrong actions or results are corrected before much damage to material has been done and before much time and effort are wasted. The first erroneous cycles of work are not repeated, and the worker is promptly shown exactly how efficiently he has succeeded in determining the requirements of his instructions.
The inspector is responsible for the quality of the work. He fulfills the requirements of Schloss, who says, in speaking of the danger, under some managements, that the foreman will sacrifice quality to speed, if he gets a bonus for quantity of output, — "The best safeguard against this serious danger would be found in the appointment of a distinct staff of inspectors whose duty it should be to ascertain, as the work proceeds, that the stipulated standards of excellence are at all times scrupulously maintained." This position of inspector requires an observant man who naturally is inclined to give constructive rather than destructive-criticism. He should be a man who can coöperate with the workman and foreman to rescue condemned or damaged material with the least expenditure of time, effort and expense.
Functionalizing the Worker. — Under Scientific Management, the worker as well as the foreman, is a specialist. This he becomes by being relieved of everything that he is not best fitted to do, and allowed to concentrate upon doing, according to exact and scientifically derived methods, that work at which he is an expert.13
Relieving the Worker of the Planning. — The planning is taken away from the worker, not because it is something too choice, sacred or entertaining for him to do, or something which the managers desire to do themselves, but because it is best, for the workers themselves as well as the work, that the planning be done by specialists at planning. If he is expert enough to plan, the worker will be promoted to the planning department. In the meantime, he is working under the best plan that experts can devise.
Master Planning a Life Study. — The best planner is he who, — other things being equal, — is the most ingenious, the most experienced and the best observer. It is an art to observe; it requires persistent attention. The longer and the more the observer observes, the more details, and variables affecting details, he observes. The untrained observer could not expect to compete with one of special natural talent who has also been trained. It is not every man who is fitted by nature to observe closely, hence to plan. To observe is a condition precedent to visualizing. Practice in visualizing makes for increasing the faculty of constructive imagination. He with the best constructive imagination is the master planner.
The art of observing is founded on a study of fundamental elements. In order that planning may be done best, previous to starting work, the entire sequence of operations must be laid out, so that the ideas of value of every element of every subdivision of the process of working may be corrected to act most efficiently in relation with each and all of the subsequent parts and events that are to follow. This planning forwards and backwards demands an equipment of time study, motion study and micro-motion study records such as can be used economically only when all the planning is done in one place, with one set of records. The planner must be able to see and control the whole problem in all of its aspects.
For example, — the use that is to be made of the work after it is completed may entirely change the methods best used in doing it. Thus, the face of a brick wall that is to be plastered does not require and should not have the usual excellence of nicely ruled joints required on a face that is not to be plastered. In fact, the roughest, raggedest joints will be that quality of wall that will make the plaster adhere the best.
As an example of professional observation and investigation with which no untrained observer could compete, we cite the epoch making work of Dr. Taylor in determining the most efficient speeds, feeds, cuts and shape of tools to use for the least wastefulness in cutting metals.14
Dr. Taylor, an unusually brilliant man, at the end of twenty-six years, working with the best scientists, engineers, experimenters, and workmen, after an expenditure of literally hundreds of thousands of dollars, was able to determine and write down a method for cutting metals many times less wasteful in time than was ever known before; but the data from the experiments was so complex and involved that a considerable knowledge of higher mathematics had to be used to apply the data. Furthermore, the data was in such form that it took longer to use the knowledge contained therein than it did to do the work on any given piece of metal cutting. After gathering this knowledge, Dr. Taylor, with his assistants, first Mr. Gantt and finally Mr. Barth, reduced it to such a form that now it can be used in a matter of a few seconds or minutes. This was done by making slide rules. 15 Today workers have this knowledge in a form that any machinist can use with a little instruction. As a result, Dr. Taylor's observations have revolutionized the design of metal cutting machinery and the metal cutting industry, and the data he collected is used in every metal cutting planning department.
Furthermore, as a by-product to his observations and investigations, he discovered the Taylor-White process of making high speed steel, which revolutionized the steel tool industry. No untrained workman could expect ever to compete with such work as this in obtaining results for most efficient planning and at the same time perform his ordinary work.
Wastefulness of Individual Planning. — Even if it were possible so to arrange the work of every worker that he could be in close proximity to the equipment for planning and could be given the training needed, individual planning for "small lots" with no systematized standardization of planning-results would be an economic waste that would cause an unnecessary hardship on the worker, the employer and the ultimate consumer. Individual planning could not fit the broad scheme of planning, and at best would cause delays and confusion, and make an incentive to plan for the individual self, instead of planning for the greatest good of the greatest number.
Again, even if it were possible to plan best by individual planning, there is a further waste in changing from one kind of work to another. This waste is so great and so obvious that it was noticed and recognized by the earliest manufacturers and economists.
Hardship to the Worker of Individual Planning. — To obtain the most wages and profits there must be the most savings to divide. These cannot be obtained when each man plans for himself (except in the home trades), because all large modern operations have the quantity of output dependent upon the amount of blockades, stoppages and interferences caused by dependent sequences. It is not, therefore, possible to obtain the most profit or most wages by individual planning. Planning is a general function, and the only way to obtain the best results is by organized planning, and by seeing that no planning is done for one worker without proper consideration of its bearing and effect upon any or all the other men's outputs.
The Man Who Desires to Be a Planner Can Be One. — If the worker is the sort of a man who can observe and plan, or who desires to plan, even though he is not at first employed in the planning department, he is sure to get there finally, as the system provides that each man shall go where he is best fitted. Positions in planning departments are hard to fill, because of the scarcity of men equipped to do this work. The difficulty of teaching men to become highly efficient planners is one of the reasons for the slow advance of the general adoption of Scientific Management.
The Man Who Dislikes Planning Can Be Relieved. — It must not be forgotten that many people dislike the planning responsibility in connection with their work. For such, relief from planning makes the performance of the planned work more interesting and desirable.