Definition of Psychology of Management. — The Psychology of Management, as here used, means, — the effect of the mind that is directing work upon that work which is directed, and the effect of this undirected and directed work upon the mind of the worker.

Importance of the Subject. — Before defining the terms that will be used more in detail, and outlining the method of treatment to be followed, it is well to consider the importance of the subject matter of this book, for upon the reader's interest in the subject, and his desire, from the outset, to follow what is said, and to respond to it, rests a large part of the value of this book.

Value of Psychology. — First of all, then, what is there in the subject of psychology to demand the attention of the manager?

Psychology, in the popular phrase, is "the study of the mind." It has for years been included in the training of all teachers, and has been one of the first steps for the student of philosophy; but it has not, usually, been included among the studies of the young scientific or engineering student, or of any students in other lines than Philosophy and Education. This, not because its value as a "culture subject" was not understood, but because the course of the average student is so crowded with technical preparation necessary to his life work, and because the practical value of psychology has not been recognized. It is well recognized that the teacher must understand the working of the mind in order best to impart his information in that way that will enable the student to grasp it most readily. It was not recognized that every man going out into the world needs all the knowledge that he can get as to the working of the human mind in order not only to give but to receive information with the least waste and expenditure of energy, nor was it recognized that in the industrial, as well as the academic world, almost every man is a teacher.

Value of Management. — The second question demanding attention is; — Of what value is the study of management?

The study of management has been omitted from the student's training until comparatively recently, for a very different reason than was psychology. It was never doubted that a knowledge of management would be of great value to anyone and everyone, and many were the queer schemes for obtaining that knowledge after graduation. It was doubted that management could be studied otherwise than by observation and practice. ¹ Few teachers, if any, believed in the existence, or possibility, of a teaching science of management. Management was assumed by many to be an art, by even more it was thought to be a divinely bestowed gift or talent, rather than an acquired accomplishment. It was common belief that one could learn to manage only by going out on the work and watching other managers, or by trying to manage, and not by studying about management in a class room or in a text book; that watching a good manager might help one, but no one could hope really to succeed who had not "the knack born in him."

With the advent of "Scientific Management," and its demonstration that the best management is founded on laws that have been determined, and can be taught, the study of management in the class room as well as on the work became possible and actual.²

Value of Psychology of Management. — Third, we must consider the value of the study of the psychology of management.³

This question, like the one that precedes it, is answered by Scientific Management. It has demonstrated that the emphasis in successful management lies on the man, not on the work; that efficiency is best secured by placing the emphasis on the man, and modifying the equipment, materials and methods to make the most of the man. It has, further, recognized that the man's mind is a controlling factor in his efficiency, and has, by teaching, enabled the man to make the most of his powers. ⁴ In order to understand this teaching element that is such a large part of management, a knowledge of psychology is imperative; and this study of psychology, as it applies to the work of the manager or the managed, is exactly what the "psychology of management" is.

Five Indications of This Value. — In order to realize the importance of the psychology of management it is necessary to consider the following five points: —

1. Management is a life study of every man who works with other men. He must either manage, or be managed, or both; in any case, he can never work to best advantage until he understands both the psychological and managerial laws by which he governs or is governed.

2. A knowledge of the underlying laws of management is the most important asset that one can carry with him into his life work, even though he will never manage any but himself. It is useful, practical, commercially valuable.

3. This knowledge is to be had now. The men who have it are ready and glad to impart it to all who are interested and who will pass it on.⁵ The text books are at hand now. The opportunities for practical experience in Scientific Management will meet all demands as fast as they are made.

4. The psychology of, that is, the mind's place in management is only one part, element or variable of management; one of numerous, almost numberless, variables.

5. It is a division well fitted to occupy the attention of the beginner, as well as the more experienced, because it is a most excellent place to start the study of management. A careful study of the relations of psychology to management should develop in the student a method of attack in learning his selected life work that should help him to grasp quickly the orderly array of facts that the other variables, as treated by the great managers, bring to him.

Purpose of This Book. — It is scarcely necessary to mention that this book can hope to do little more than arouse an interest in the subject and point the way to the detailed books where such an interest can be more deeply aroused and more fully satisfied.

What This Book Will Not Do. — It is not the purpose of this book to give an exhaustive treatment of psychology. Neither is it possible in this book to attempt to give a detailed account of management in general, or of the Taylor plan of "Scientific Management" so-called, in particular. All of the literature on the subject has been carefully studied and reviewed for the purpose of writing this book, — not only what is in print, but considerable that is as yet in manuscript. No statement has been made that is not along the line of the accepted thought and standardized practice of the authorities. The foot notes have been prepared with great care. By reading the references there given one can verify statements in the text, and can also, if he desires, inform himself at length on any branch of the subject that especially interests him.

What This Book Will Do. — This book aims not so much to instruct as to arouse an interest in its subject, and to point the way whence instruction comes. If it can serve as an introduction to psychology and to management, can suggest the relation of these two fields of inquiries and can ultimately enroll its readers as investigators in a resultant great field of inquiry, it will have accomplished its aim.

Definition of Management. — To discuss this subject more in detail —

First: What is "Management"?

"Management," as defined by the Century Dictionary, is "the art of managing by direction or regulation."

Successful management of the old type was an art based on no measurement. Scientific Management is an art based upon a science, — upon laws deducted from measurement. Management continues to be what it has always been, — the art of directing activity.

Change in the Accepted Meaning. — "Management," until recent years, and the emphasis placed on Scientific Management was undoubtedly associated, in the average mind, with the managing part of the organization only, neglecting that vital part — the best interests of the managed, almost entirely. Since we have come to realize that management signifies the relationship between the managing and the managed in doing work, a new realization of its importance has come about. ⁶

Inadequacy of the Terms Used. — It is unfortunate that the English language is so poor in synonyms in this field that the same word must have two such different and conflicting meanings, for, though the new definition of management be accepted, the "Fringe" of associations that belong to the old are apt to remain.⁷ The thoughts of "knack, aptitude, tact, adroitness," — not to speak of the less desirable "Brute Force," "shrewdness, subtlety, cunning, artifice, deceit, duplicity," of the older idea of management remain in the background of the mind and make it difficult, even when one is convinced that management is a science, to think and act as if it were.

It must be noticed and constantly remembered that one of the greatest difficulties to overcome in studying management and its development is the meaning of the terms used. It is most unfortunate that the new ideas have been forced to content themselves with old forms as best they may.

Psychological Interest of the Terms. — Psychology could ask no more interesting subject than a study of the mental processes that lie back of many of these terms. It is most unfortunate for the obtaining of clearness, that new terms were not invented for the new ideas. There is, however, an excellent reason for using the old terms. By their use it is emphasized that the new thought is a logical outgrowth of the old, and experience has proved that this close relationship to established ideas is a powerful argument for the new science; but such terms as "task," "foreman," "speed boss," "piece-rate" and "bonus," as used in the science of management, suffer from misunderstanding caused by old and now false associations. Furthermore, in order to compare old and new interpretations of the ideas of management, the older terms of management should have their traditional meanings only. The two sets of meanings are a source of endless confusion, unwarranted prejudice, and worse. This is well recognized by the authorities on Management.

The Three Types of Management. — We note this inadequacy of terms again when we discuss the various types of Management.

We may divide all management into three types —

(1) Traditional

(2) Transitory

(3) Scientific, or measured functional. ⁸

Traditional Management, the first, has been variously called "Military," "Driver," the "Marquis of Queensberry type," "Initiative and Incentive Management," as well as "Traditional" management.

Definition of the First Type. — In the first type, the power of managing lies, theoretically at least, in the hands of one man, a capable "all-around" manager. The line of authority and of responsibility is clear, fixed and single. Each man comes in direct contact with but one man above him. A man may or may not manage more than one man beneath him, but, however this may be, he is managed by but one man above him.

Preferable Name for the First Type. — The names "Traditional," or "Initiative and Incentive," are the preferable titles for this form of management. It is true they lack in specificness, but the other names, while aiming to be descriptive, really emphasize one feature only, and in some cases with unfortunate results.

The Name "Military" Inadvisable. — The direct line of authority suggested the name "Military," ⁹ and at the time of the adoption of that name it was probably appropriate as well as complimentary.¹⁰ Appropriate in the respect referred to only, for the old type of management varied so widely in its manifestations that the comparison to the procedure of the Army was most inaccurate. "Military" has always been a synonym for "systematized", "orderly," "definite," while the old type of management was more often quite the opposite of the meaning of all these terms. The term "Military Management" though often used in an uncomplimentary sense would, today, if understood, be more complimentary than ever it was in the past. The introduction of various features of Scientific Management into the Army and Navy, — and such features are being incorporated steadily and constantly, — is raising the standard of management there to a high degree. This but renders the name "Military" Management for the old type more inaccurate and misleading.

It is plain that the stirring associations of the word "military" make its use for the old type, by advocates of the old type, a weapon against Scientific Management that only the careful thinker can turn aside.

The Names "Driver" and "Marquis of Queensberry" Unfortunate. — The name "Driver" suggests an opposition between the managers and the men, an opposition which the term "Marquis of Queensberry" emphasizes. This term "Marquis of Queensberry" has been given to that management which is thought of as a mental and physical contest, waged "according to the rules of the game." These two names are most valuable pictorially, or in furnishing oratorical material. They are constant reminders of the constant desire of the managers to get all the work that is possible out of the men, but they are scarcely descriptive in any satisfactory sense, and the visions they summon, while they are perhaps definite, are certainly, for the inexperienced in management, inaccurate. In other words, they usually lead to imagination rather than to perception.

The Name "Initiative and Incentive" Authoritative. — The term "Initiative and Incentive" is used by Dr. Taylor, and is fully described by him. ¹¹ The words themselves suggest, truly, that he gives the old form of management its due. He does more than this. He points out in his definition of the terms the likenesses between the old and new forms.

The Name "Traditional" Brief and Descriptive. — The only excuses for the term "Traditional," since Dr. Taylor's term is available, are its brevity and its descriptiveness. The fact that it is indefinite is really no fault in it, as the subject it describes is equally indefinite. The "fringe" ¹² of this word is especially good. It calls up ideas of information handed down from generation to generation orally, the only way of teaching under the old type of management. It recalls the idea of the inaccurate perpetuation of unthinking custom, and the "myth" element always present in tradition, — again undeniable accusations against the old type of management. The fundamental idea of the tradition, that it is oral, is the essence of the difference of the old type of management from science, or even system, which must be written.

It is not necessary to make more definite here the content of this oldest type of management, rather being satisfied with the extent, and accepting for working use the name "Traditional" with the generally accepted definition of that name.

Definition of the Second Type of Management. — The second type of management is called "Interim" or "Transitory" management. It includes all management that is consciously passing into Scientific Management and embraces all stages, from management that has incorporated one scientifically derived principle, to management that has adopted all but one such principle.

Preferable Name for Second Type of Management. — Perhaps the name "Transitory" is slightly preferable in that, though the element of temporariness is present in both words, it is more strongly emphasized in the latter. The usual habit of associating with it the ideas of "fleeting, evanescent, ephemeral, momentary, short-lived," may have an influence on hastening the completion of the installing of Scientific Management.

Definition of the Third Type of Management. — The third form of management is called "Ultimate," "measured Functional," or "Scientific," management, and might also be called, — but for the objection of Dr. Taylor, the "Taylor Plan of Management." This differs from the first two types mentioned in that it is a definite plan of management synthesized from scientific analysis of the data of management. In other words, Scientific Management is that management which is a science, i.e., which operates according to known, formulated, and applied laws.¹³

Preferable Name of the Third Type of Management. — The name "Ultimate" has, especially to the person operating under the transitory stage, all the charm and inspiration of a goal. It has all the incentives to accomplishment of a clearly circumscribed task. Its very definiteness makes it seem possible of attainment. It is a great satisfaction to one who, during a lifetime of managing effort, has tried one offered improvement after another to be convinced that he has found the right road at last. The name is, perhaps, of greatest value in attracting the attention of the uninformed and, as the possibilities of the subject can fulfill the most exacting demands, the attention once secured can be held.

The name "measured functional" is the most descriptive, but demands the most explanation. The principle of functionalization is one of the underlying, fundamental principles of Scientific Management. It is not as necessary to stop to define it here, as it is necessary to discuss the definition, the principle, and the underlying psychology, at length later.

The name "scientific" while in some respects not as appropriate as are any of the other names, has already received the stamp of popular approval. In derivation it is beyond criticism. It also describes exactly, as has been said, the difference between the older forms of management and the new. Even its "fringe" of association is, or at least was when first used, all that could be desired; but the name is, unfortunately, occasionally used indiscriminately for any sort of system and for schemes of operation that are not based on time study. It has gradually become identified more or less closely with

1. the Taylor Plan of Management

2. what we have defined as the "Transitory" plan of management

3. management which not only is not striving to be scientific, but which confounds "science" with "system." Both its advocates and opponents have been guilty of misuse of the word. Still, in spite of this, the very fact that the word has had a wide use, that it has become habitual to think of the new type of management as "Scientific," makes its choice advisable. We shall use it, but restrict its content. With us "Scientific Management" is used to mean the complete Taylor plan of management, with no modifications and no deviations.

We may summarize by saying that:

1. the popular name is Scientific Management,

2. the inspiring name is Ultimate management,

3. the descriptive name is measured Functional management,

4. the distinctive name is the Taylor Plan of Management.

For the purpose of this book, Scientific Management is, then, the most appropriate name. Through its use, the reader is enabled to utilize all his associations, and through his study he is able to restrict and order the content of the term.

Relationship Between the Three Types of Management. — From the foregoing definitions and descriptions it will be clear that the three types of management are closely related. Three of the names given bring out this relationship most clearly. These are Traditional (i.e., Primitive), Interim, and Ultimate. These show, also, that the relationship is genetic, i.e., that the second form grows out of the first, but passes through to the third. The growth is evolutional.

Under the first type, or in the first stage of management, the laws or principles underlying right management are usually unknown, hence disregarded.

In the second stage, the laws are known and installed as fast as functional foremen can be taught their new duties and the resistances of human nature can be overcome.¹⁴

In the third stage the managing is operated in accordance with the recognized laws of management.

Psychological Significance of This Relationship. — The importance of the knowledge and of the desire for it can scarcely be overestimated. This again makes plain the value of the psychological study of management.

Possible Psychological Studies of Management. — In making this psychological study of management, it would be possible to take up the three types as defined above, separately and in order, and to discuss the place of the mind in each, at length; but such a method would not only result in needless repetition, but also in most difficult comparisons when final results were to be deduced and formulated.

It would, again, be possible to take up the various elements or divisions of psychological study as determined by a consensus of psychologists, and to illustrate each in turn from the three types of management; but the results from any such method would be apt to seem unrelated and impractical, i.e., it would be a lengthy process to get results that would be of immediate, practical use in managing.

Plan of Psychological Study Used Here. — It has, therefore, seemed best to base the discussion that is to follow upon arbitrary divisions of scientific management, that is —

1. To enumerate the underlying principles on which scientific management rests.

2. To show in how far the other two types of management vary from Scientific Management.

3. To discuss the psychological aspect of each principle.

Advantages of This Plan of Study. — In this way the reader can gain an idea of

1. The relation of Scientific Management to the other types of management.

2. The structure of Scientific Management.

3. The relation between the various elements of Scientific Management.

4. The psychology of management in general, and of the three types of management in particular.

Underlying Ideas and Divisions of Scientific Management. — These underlying ideas are grouped under nine divisions, as follows: —

1. Individuality.

2. Functionalization.

3. Measurement.

4. Analysis and Synthesis.

5. Standardization.

6. Records and Programmes.

7. Teaching.

8. Incentives.

9. Welfare.

It is here only necessary to enumerate these divisions. Each will be made the subject of a chapter.

Derivation of These Divisions. — These divisions lay no claim to being anything but underlying ideas of Scientific Management, that embrace varying numbers of established elements that can easily be subjected to the scrutiny of psychological investigation.

The discussion will be as little technical as is possible, will take nothing for granted and will cite references at every step. This is a new field of investigation, and the utmost care is necessary to avoid generalizing from insufficient data.

Derivation of Scientific Management. — There has been much speculation as to the age and origin of Scientific Management. The results of this are interesting, but are not of enough practical value to be repeated here. Many ideas of Scientific Management can be traced back, more or less clearly and directly, to thinkers of the past; but the Science of Management, as such, was discovered, and the deduction of its laws, or "principles," made possible when Dr. Frederick W. Taylor discovered and applied Time Study. Having discovered this, he constructed from it and the other fundamental principles a complete whole.

Mr. George Iles in that most interesting and instructive of books, "Inventors at Work," ¹⁵ has pointed out the importance, to development in any line of progress or science, of measuring devices and methods. Contemporaneous with, or previous to, the discovery of the device or method, must come the discovery or determination of the most profitable unit of measurement which will, of itself, best show the variations in efficiency from class. When Dr. Taylor discovered units of measurement for determining, prior to performance, the amount of any kind of work that a worker could do and the amount of rest he must have during the performance of that work, then, and not until then, did management become a science. On this hangs the science of management.¹⁶

Outline of Method of Investigation. — In the discussion of each of the nine divisions of Scientific Management, the following topics must be treated:

1. Definition of the division and its underlying idea.

2. Appearance and importance of the idea in Traditional and Transitory Management.

3. Appearance and importance of the idea in Scientific Management.

4. Elements of Scientific Management which show the effects of the idea.

5. Results of the idea upon work and workers.

These topics will be discussed in such order as the particular division investigated demands. The psychological significance of the appearance or non-appearance of the idea, and of the effect of the idea, will be noted. The results will be summarized at the close of each chapter, in order to furnish data for drawing conclusions at the close of the discussion.

Conclusions to be Reached. — These conclusions will include the following: —

 1. "Scientific Management" is a science.

 2. It alone, of the Three Types of Management, is a science.

 3. Contrary to a widespread belief that Scientific Management kills individuality, it is built on the basic principle of recognition of the individual, not only as an economic unit but also as a personality, with all the idiosyncrasies that distinguish a person.

 4. Scientific Management fosters individuality by functionalizing work.

 5. Measurement, in Scientific Management, is of ultimate units of subdivision.

 6. These measured ultimate units are combined into methods of least waste.

 7. Standardization under Scientific Management applies to all elements.

 8. The accurate records of Scientific Management make accurate programmes possible of fulfillment.

 9. Through the teaching of Scientific Management the management is unified and made self-perpetuating.

10. The method of teaching of Scientific Management is a distinct and valuable contribution to Education.

11. Incentives under Scientific Management not only stimulate but benefit the worker.

12. It is for the ultimate as well as immediate welfare of the worker to work under Scientific Management.

13. Scientific Management is applicable to all fields of activity, and to mental as well as physical work.

14. Scientific Management is applicable to self-management as well as to managing others.

15. It teaches men to coöperate with the management as well as to manage.

16. It is a device capable of use by all.

17. The psychological element of Scientific Management is the most important element.

18. Because Scientific Management is psychologically right it is the ultimate form of management.

19. This psychological study of Scientific Management emphasizes especially the teaching features.

20. Scientific Management simultaneously

a. increases output and wages and lowers costs.

b. eliminates waste.

c. turns unskilled labor into skilled.

d. provides a system of self-perpetuating welfare.

e. reduces the cost of living.

f. bridges the gap between the college trained and the apprenticeship trained worker.

g. forces capital and labor to coöperate and to promote industrial peace.

 1. Charles Babbage, Economy of Manufacturers. Preface, p. v.

 2. Halbert P. Gillette, Paper No. 1, American Society of Engineering Contractors.

 3. Gillette and Dana, Cost Keeping and Management, p. 5.

 4. F.B. Gilbreth, Motion Study, p. 98.

 5. F.W. Taylor, Principles of Scientific Management, p. 144.

 6. F.W. Taylor, Shop Management, para. 16, Am. Soc. M.E., Paper No. 1003.

 7. William James, Psychology, Vol. I, p. 258.

 8. F.B. Gilbreth, Cost Reducing System, Chap. 1.

 9. Morris Llewellyn Cooke, Bulletin No. 5 of the Carnegie Foundation for the Advancement of Teaching, p. 17.

10. F.W. Taylor, Shop Management, para. 234, Am. Soc. M.E., Paper No. 1003.

11. F.W. Taylor, Principles of Scientific Management, pp. 33-38.

12. The idea called to mind by the use of a given word. — Ed.

13. Henry R. Towne, Introduction to Shop Management. (Harper & Bros.)

14. F.W. Taylor, Principles of Scientific Management, p. 123. (Harper & Bros.)

15. Doubleday, Page & Co.

16. F.W. Taylor, Principles of Scientific Management, p. 137. (Harper & Bros.)

Definition of Individuality. — "An individual is a single thing, a being that is, or is regarded as, a unit. An individual is opposed to a crowd. Individual action is opposed to associate action. Individual interests are opposed to common or community interests." These definitions give us some idea of the extent of individuality. Individuality is a particular or distinctive characteristic of an individual; "that quality or aggregate of qualities which distinguishes one person or thing from another, idiosyncrasy." This indicates the content.

For our purpose, we may define the study of individuality as a consideration of the individual as a unit with special characteristics. That it is a unit signifies that it is one of many and that it has likeness to the many. That it has special characteristics shows that it is one of many, but different from the many. This consideration of individuality emphasizes both the common element and the diverging characteristics.

Individuality as Treated in This Chapter. — The recognition of individuality is the subject of this chapter. The utilization of this individuality in its deviation from class, is the subject of the chapter that follows, Functionalization.

Individuality as Considered by Psychology. — Psychology has not always emphasized the importance of the individual as a unit for study. Prof. Ladd's definition of psychology, quoted and endorsed by Prof. James, is "the description and explanation of states of consciousness, as such." ¹ "By states of consciousness," says James, "are meant such things as sensation, desires, emotions, cognitions, reasonings, decisions, volitions, and the like." This puts the emphasis on such divisions of consciousness as, "attention," "interest," and "will."

With the day of experimental psychology has come the importance of the individual self as a subject of study, ² and psychology has come to be defined, as Calkins defines it, as a "science of the self as conscious." ³

We hear much in the talk of today of the "psychology of the crowd," the "psychology of the mob," and the "psychology of the type," etc., but the mind that is being measured, and from whose measurements the laws are being deduced and formulated is, at the present the individual mind. ⁴

The psychology which interested itself particularly in studying such divisions of mental activity as attention, will, habit, etc., emphasizes more particularly the likenesses of minds. It is necessary to understand thoroughly all of these likenesses before one can be sure what the differences, or idiosyncrasies, are, and how important they are, because, while the likenesses furnish the background, it is the differences that are most often actually utilized by management. These must be determined in order to compute and set the proper individual task for the given man from standard data of the standard, or first-class man.

In any study of the individual, the following facts must be noted: —

1. The importance of the study of the individual, and the comparatively small amount of work that has as yet been done in that field.

2. The difficulty of the study, and the necessity for great care, not only in the study itself, but in deducing laws from it.

3. The necessity of considering any one individual trait as modified by all the other traits of the individual.

4. The importance of the individual as distinct from the type.

Many students are so interested in studying types and deducing laws which apply to types in general, that they lose sight of the fact that the individual is the basis of the study, — that individuality is that for which they must seek and for which they must constantly account. As Sully says, we must not emphasize "typical developments in a new individual," at the expense of "typical development in a new individual." ⁵ It is the fact that the development occurs in an individual, and not that the development is typical, that we should emphasize.

Individuality Seldom Recognized Under Traditional Management. — Under Traditional Management there was little or no systematized method for the recognition of individuality or individual fitness. ⁶ The worker usually was, in the mind of the manager, one of a crowd, his only distinguishing mark being the amount of work which he was capable of performing.

Selecting Workers Under Traditional Management. — In selecting men to do work, there was little or no attempt to study the individuals who applied for work. The matter of selection was more of a process of "guess work" than of exact measurement, and the highest form of test was considered to be that of having the man actually tried out by being given a chance at the work itself. There was not only a great waste of time on the work, because men unfitted to it could not turn it out so successfully, but there also was a waste of the worker, and many times a positive injury to the worker, by his being put at work which he was unfitted either to perform, to work at continuously, or both.

In the most progressive type of Traditional Management there was usually a feeling, however, that if the labor market offered even temporarily a greater supply than the work in hand demanded, it was wise to choose those men to do the work who were best fitted for it, or who were willing to work for less wages. It is surprising to find in the traditional type, even up to the present day, how often men were selected for their strength and physique, rather than for any special capabilities fitting them for working in, or at, the particular line of work to be done.

Output Seldom Separated Under Traditional Management. — Under Traditional Management especially on day work the output of the men was not usually separated, nor was the output recorded separately, as can be done even with the work of gangs.

Few Individual Tasks Under Traditional Management. — Seldom, if ever, was an individual task set for a worker on day work, or piece work, and even if one were set, it was not scientifically determined. The men were simply set to work alone or in gangs, as the work demanded, and if the foreman was overworked or lazy, allowed to take practically their own time to do the work. If, on the other hand, the foreman was a "good driver," the men might be pushed to their utmost limit of their individual undirected speed, regardless of their welfare.

Little Individual Teaching Under Traditional Management. — Not having a clear idea either of the present fitness and the future possibilities of the worker, or the requirements of the work, no intelligent attempt could be made at efficient individual teaching. What teaching was done was in the form of directions for all, concerning the work in general, the directions being given by an overworked foreman, the holding of whose position often depended more upon whether his employer made money than upon the way his men were taught, or worked.

Seldom an Individual Reward Under Traditional Management. — As a typical example of disregard of individuality, the worker in the household may be cited, and especially the "general housework girl." Selected with no knowledge of her capabilities, and with little or no scientific or even systematized knowledge of the work that she is expected to do, there is little or no thought of a prescribed and definite task, no teaching specially adapted to the individual needs of the taught, and no reward in proportion to efficiency.

Cause of These Lacks Under Traditional Management. — The fault lies not in any desire of the managers to do poor or wasteful work, or to treat their workers unfairly, — but in a lack of knowledge and of accurate methods for obtaining, conserving and transmitting knowledge. Under Traditional Management no one individual knows precisely what is to be done. Such management seldom knows how work could best be done; — never knows how much work each individual can do. ⁷ Understanding neither work nor workers, it can not adjust the one to the other so as to obtain least waste. Having no conception of the importance of accurate measurement, it has no thought of the individual as a unit.

Individuality Recognized Under Transitory Management. — Recognition of individuality is one of the principles first apparent under Transitory Management.

This is apt to demonstrate itself first of all in causing the outputs of the workers to "show up" separately, rewarding these separated outputs, and rewarding each worker for his individual output.

Benefits of This Recognition. — The benefits of introducing these features first are that the worker, (1) seeing his individual output, is stimulated to measure it, and (2) receiving compensation in accordance with his output, is satisfied; and (3) observing that records are necessary to determine the amount of output and pay, is glad to have accurate measurement and the other features of Scientific Management introduced.

Individuality a Fundamental Principle of Scientific Management. — Under Scientific Management the individual is the unit to be measured. Functionalization is based upon utilizing the particular powers and special abilities of each man. Measurement is of the individual man and his work. Analysis and synthesis build up methods by which the individual can best do his work. Standards are of the work of an individual, a standard man, and the task is always for an individual, being that percentage of the standard man's task that the particular individual can do. Records are of individuals, and are made in order to show and reward individual effort. Specific individuals are taught those things that they, individually, require. Incentives are individual both in the cases of rewards and punishments, and, finally, it is the welfare of the individual worker that is considered, without the sacrifice of any for the good of the whole.

Individuality Considered in Selecting Workers. — Under Scientific Management individuality is considered in selecting workers as it could not be under either of the other two forms of management. This for several reasons:

1. The work is more specialized, hence requires more carefully selected men.

2. With standardized methods comes a knowledge to the managers of the qualifications of the "standard men" who can best do the work and continuously thrive.

3. Motion study, in its investigation of the worker, supplies a list of variations in workers that can be utilized in selecting men.⁸

Variables of the Worker. — This list now includes at least 50 or 60 variables, and shows the possible elements which may demand consideration. When it is remembered that the individual selected may need a large or small proportion of most of the variables in order to do his particular work most successfully, and that every single one of these variables, as related to the others, may, in some way affect his output and his welfare in doing his assigned work, the importance of taking account of individuality in selection is apparent.

Scientific Management Needs Support in Studying Workers. — The best of management is by no means at its ultimate stage in practice in this field. This, not because of a lack in the laws of management, but because, so far, Scientific Management has not received proper support from other lines of activity.

Present Lack of Knowledge of Applicants. — At present, the men who apply to the Industries for positions have no scientifically determined idea of their own capabilities, neither has there been any effort in the training or experience of most of those who apply for work for the first time to show them how fit they really are to do the work which they wish to do.

Supplements Demanded by Scientific Management. — Before the worker can be scientifically selected so that his individuality can be appreciated, Scientific Management must be supplemented in two ways: —

1. By psychological and physiological study of workers under it. By such study of the effect of various kinds of standardized work upon the mind and body, standard requirements for men who desire to do the work can be made.

2. By scientific study of the worker made before he comes into the Industries, the results of which shall show his capabilities and possibilities.⁹

Whence This Help Must Come. — This study must be made

a. In the Vocational Guidance Work.

b. In the Academic Work, and in both fields psychological and physiological investigations are called for.

Work of Vocational Guidance Bureaus. — Vocational Guidance Bureaus are, at present, doing a wonderful work in their line. This work divides itself into two parts:

1. Determining the capabilities of the boy, that is, seeing what he is, by nature and training, best fitted to do.

2. Determining the possibilities of his securing work in the line where he is best fitted to work, that is, studying the industrial opportunities that offer, and the "welfare" of the worker under each, using the word welfare in the broadest sense, of general wellbeing, mental, physical, moral and financial.

Work of Academic World. — The Academic World is also, wherever it is progressive, attempting to study the student, and to develop him so that he can be the most efficient individual. Progressive educators realize that schools and colleges must stand or fall, as efficient, as the men they train become successful or unsuccessful in their vocations, as well as in their personal culture.

Need for Psychological Study in All Fields. — In both these complementary lines of activity, as in Scientific Management itself, the need for psychological study is evident.¹⁰ Through it, only, can scientific progress come. Here is emphasized again the importance of measurement. Through accurate measurement of the mind and the body only can individuality be recognized, conserved and developed as it should be.

Preparedness of Experimental Psychology. — Experimental psychology has instruments of precision with which to measure and test the minds and bodies brought to it, and its leading exponents are so broadening the scope of its activities that it is ready and glad to plan for investigations.

Method of Selection Under Ultimate Management. — Under Ultimate Management, the minds of the workers, — and of the managers too, — will have been studied, and the results recorded from earliest childhood. This record, made by trained investigators, will enable vocational guidance directors to tell the child what he is fitted to be, and thus to help the schools and colleges to know how best to train him, that is to say, to provide what he will need to know to do his life work, and also those cultural studies that his vocational work may lack, and that may be required to build out his best development as an individual.

It is not always recognized that even the student who can afford to postpone his technical training until he has completed a general culture course, requires that his culture course be carefully planned. Not only must he choose those general courses that will serve as a foundation for his special study, and that will broaden and enrich his study, but also he must be provided with a counter-balance, — with interests that his special work might never arouse in him. Thus the field of Scientific Management can be narrowed to determining and preparing standard plans for standard specialized men, and selecting men to fill these places from competent applicants.

What part of the specialized training needed by the special work shall be given in schools and what in the industries themselves can be determined later. The "twin apprentice" plan offers one solution of the problem that has proved satisfactory in many places. The psychological study should determine through which agency knowledge can best come at any particular stage of mental growth.

Effect on Workers of Such Selection. — As will be shown at greater length under "Incentives," Scientific Management aims in every way to encourage initiative. The outline here given as to how men must, ultimately, under Scientific Management, be selected serves to show that, far from being "made machines of," men are selected to reach that special place where their individuality can be recognized and rewarded to the greatest extent.

Selection Under Scientific Management To-day. — At the present day, the most that Scientific Management can do, in the average case, is to determine the type of men needed for any particular kind of work, and then to select that man who seems, from such observations as can be made, best to conform to the type. The accurate knowledge of the requirements of the work, and the knowledge of variables of the worker make even a cursory observation more rich in results than it would otherwise be. Even such an apparently obvious observation, as that the very fact that a man claims that he can do the work implies desire and will on his part to do it that may overcome many natural lacks, — even this is an advance in recognizing individuality.

Effect of This Selection. — The result of this scientific selection of the workman is not only better work, but also, and more important from the psychological side, the development of his individuality. It is not always recognized that the work itself is a great educator, and that acute cleverness in the line of work to which he is fitted comes to the worker.

Individuality Developed by Separating Outputs. — Under Scientific Management the work of each man is arranged either so that his output shows up separately and on the individual records, or, if the Work is such that it seems best to do it in gangs, the output can often be so recorded that the individual's output can be computed from the records.

Purpose of Separating Outputs. — The primary purpose of separating the output is to see what the man can do, to record this, and to reward the man according to his work, but this separating of output has also an individual result, which is even more important than the result aimed at, and that is the development of individuality.

Under Traditional Management and the usual "day work," much of the work is done by gangs and is observed or recorded as of gangs. Only now and then, when the work of some particular individual shows up decidedly better or worse than that of his fellows, and when the foreman or superintendent, or other onlooker, happens to observe this is the individual appreciated, and then only in the most inexact, unsystematic manner.

Under Scientific Management, making individual output show up separately allows of individual recording, tasks, teaching and rewards.

Effect on Athletic Contests. — Also, with this separation of the work of the individual under Scientific Management comes the possibility of a real, scientific, "athletic contest." This athletic contest, which proves itself so successful in Traditional Management, even when the men are grouped as gangs and their work is not recorded or thought of separately, proves itself quite as efficient or more efficient under Scientific Management, when the work of the man shows up separately. It might be objected that the old gang spirit, or it might be called "team" spirit, would disappear with the separation of the work. This is not so, as will be noted by a comparison to a baseball team, where each man has his separate place and his separate work and where his work shows up separately with separate records, such as "batting average" and "fielding average." Team spirit is the result of being grouped together against a common opponent, and it will be the same in any sort of work when the men are so grouped, or given to understand that they belong on the same side.

The following twelve rules for an Athletic Contest under Transitory System are quoted as exemplifying the benefits which accrue to Individuality.

 1. Men must have square deal.

 2. Conditions must be similar.

 3. Men must be properly spaced and placed.

 4. Output must show up separately.

 5. Men must be properly started.

 6. Causes for delay must be eliminated.

 7. Pace maker must be provided.

 8. Time for rest must be provided.

 9. Individual scores must be kept and posted.

10. "Audience" must be provided.

11. Rewards must be prompt and provided for all good scores — not for winners only.

12. Appreciation must be shown. ¹¹

This list shows the effects of many fundamental principles of Scientific Management, — but we note particularly here that over half the rules demand that outputs be separated as a prerequisite.

None of the benefits of the Athletic Contest are lost under Scientific Management. The only restrictions placed are that the men shall not be grouped according to any distinction that would cause hatred or ill feeling, that the results shall be ultimately beneficial to the workers themselves, and that all high scores shall win high prizes.

As will be brought out later under "Incentives," no competition is approved under Scientific Management which speeds up the men uselessly, or which brings any ill feeling between the men or any feeling that the weaker ones have not a fair chance. All of these things are contrary to Scientific Management, as well as contrary to common sense, for it goes without saying that no man is capable of doing his best work permanently if he is worried by the idea that he will not receive the square deal, that someone stronger than he will be allowed to cheat or to domineer over him, or that he will be speeded up to such an extent that while his work will increase for one day, the next day his work will fall down because of the effect of the fatigue of the day before.

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.

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.

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

A first class foreman must have:

bodily

strength

brains

common sense

education

energy

good health

good judgment

grit

manual dexterity

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.

instructing the workman.

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 apprentices.

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.

Provision for Planning by All Under Scientific Management. — Much has been said about the worker's "God-given rights to think," and about the necessity for providing every worker with an opportunity to think.

Scientific Management provides the fullest opportunities for every man to think, to exercise his mental faculties, and to plan

1. in doing the work itself, as will be shown at length in chapters that follow.

2. outside of the regular working hours, but in connection with promotion in his regular work.

Scientific Management provides always, and most emphatically, that the man shall have hours free from his work in such a state that he will not be too fatigued to do anything. Furthermore, if he work as directed, his number of working hours per day will be so reduced that he will have more time each day for his chosen form of mental stimulus and improvement.

Our friend John Brashear is a most excellent example of what one can do in after hours away from his work. He was a laborer in a steel mill. His duties were not such as resemble in any way planning or research work, yet he became one of the world's most prominent astronomical thinkers and an Honorary member of the American Society of Mechanical Engineers, because he had the desire to be a student. Under Scientific Management such a desire receives added impetus from the method of attack provided for through its teaching.

Functionalizing the Work Itself. — The work of each part of the planning and performing departments may be functionalized, or subdivided, as the result of motion study and time study. The elementary timed units are combined or synthesized into tasks, made to fit the capabilities of specialized workers. It is then necessary to: —

1. List the duties and requirements of the work.

2. Decide whether the place can be best handled as one, or subdivided into several further subdivisions, or functions, or even sub-functions, for two or more function specialists.

For the sake of analysis, all work may be considered as of one of two classes: —

1. the short time job.

2. the long time job.

These two divisions are handled differently, as follows:

The Short Time Job. — On the short time job that probably will never be repeated, there is little opportunity and no economic reason for specially training a man for its performance. The available man best suited to do the work with little or no help should be chosen to do it. The suitability of the man for the work should be determined only by applying simple tests, or, if even these will cause costly delay or more expense than the work warrants, the man who appears suitable and who most desires the opportunity to do the work can be assigned to it.

If the job is connected with a new art, a man whose habits will help him can be chosen.

For example: — in selecting a man to fly, it has been found advantageous to give a trick bicycle rider the preference.

There is no other reason why the man for the short job should not be fitted as well to his work as the man for the long job, except the all-important reason of cost for special preparation. Any expense for study of the workers must be borne ultimately both by worker and management, and it is undesirable to both that expense should be incurred which will not be ultimately repaid.

The Long Time Job. — The long time job allows of teaching, therefore applicants for it may be carefully studied. Usually that man should be chosen who, with all the natural qualifications and capabilities for the job, except practical skill, requires the most teaching to raise him from the lower plane to that highest mental and manual plane which he is able to fill successfully continuously. In this way each man will be developed into a worker of great value to the management and to himself.

The man who is capable and already skilled at some work is thus available for a still higher job, for which he can be taught. Thus the long job affords the greatest opportunity for promotion. The long job justifies the expenditure of money, effort and time by management and men, and is the ideal field for the application of scientific selection and functionalization.

Effect of Functionalization upon the Work. — Under Traditional Management, there was little or no definite functionalization. If the quantity of output did increase, as the result of putting a man at that work for which he seemed best fitted, there was seldom provision made for seeing that the quality of product was maintained by a method of constructive inspection that prevented downward deviations from standard quality, instead of condemning large quantities of the finished product.

Under Transitory Management, the Department of Inspection is one of the first Functions installed. This assures maintained quality, and provides that all increase in output shall be actual gain.

Under Scientific Management, functionalization results in increased quantity of output, ¹⁶ with maintained and usually increased quality. ¹⁷ This results in decreased cost. The cost is sufficiently lower to allow of increased wages to the employés, a further profit to the employer, and a maintained, or lowered, selling price. This means a benefit to the consumer.

It may be objected that costs cannot be lowered, because of the number of so-called "non-producers" provided for by Scientific Management.

In answer to this it may be said that there are no non-producers under Scientific Management. Corresponding work that, under Scientific Management, is done in the planning department must all be done somewhere, in a less systematic manner, even under Traditional Management. ¹⁸ The planning department, simply does this work more efficiently, — with less waste. Moreover, much work of the planning department, being founded on elementary units, is available for constant use. Here results an enormous saving by the conservation and utilization of planning effort.

Also, standard methods are more apt to result in standard quality, and with less occasion for rejecting output that is below the requisite standards than is the case under Traditional Management.

Effect of Functionalization upon the Worker. — Under Traditional Management, even if the worker often becomes functionalized, he seldom has assurance that he will be able to reap the harvest from remaining so, and even so, neither data nor teaching are provided to enable him to fulfill his function most successfully.

Under Transitory Management the worker becomes more and more functionalized, as the results of motion study and time study make clear the advantages of specializing the worker.

Effects upon the Scientifically Managed Worker. — Under Scientific Management the effects of Functionalization are so universal and so far reaching that it is necessary to enumerate them in detail.

Worker Relieved of Everything but His Special Functions. — Functionalization, in providing that every man is assigned a special function, also provides that he be called upon to do work in that function only, relieving him of all other work and responsibility. Realization of this elimination has a psychological effect on action and habits of thinking. ¹⁹

Places are Provided for Specialists. — Functionalization utilizes men with decided bents, and allows each man to occupy that place for which he is fitted. ²⁰ Assignment to functions is done according to the capabilities and desires of those who are to fill them.

Specializing Is Encouraged. — It is most important to remember that the man with any special talent or talents, individuality or special fitness is much more likely, under Scientific Management, to obtain and retain the place that he is fitted for than he ever could have been under Traditional Management, for, while many fairly efficient men can be found who can fill a general position, a man with the marked desirable trait necessary to fill a distinct position requiring that trait, will be one of few, and will have his place waiting for him.

One-Talent Men Utilized — .With Functionalization, men who lack qualifications for the position which they may, at the start, endeavor to fill, may be transferred to other positions, where the qualities they lack are not required. If a man has one talent, Scientific Management provides a place where that can be utilized.

For example: —

Men who cannot produce the prescribed output constantly, are placed on other work. The slow, unskilled worker who has difficulty to learn, may be put upon work requiring less skill, or where speed is not required so much as watchfulness and faithfulness. The worker who is slow, but exceptionally skilled, has the opportunity to rise to the position of the functional foreman, especially in the planning department, where knowledge, experience and resourcefulness, and especially ability to teach, are much more desired than speed and endurance. Thus there are places provided, below and above, that can utilize all kinds of abilities.

"All Round" Men Are Utilized. — The exceptional man who possesses executive ability in all lines, and balance between them all, is the ideal man for a manager, and his special "all round" ability would be wasted in any position below that of a manager.

Stability Provided For. — Every man is maintained in his place by his interresponsibility with other men. If he is a worker, every man's work is held to standard quality by the inspector, while the requirements and rewards of his function are kept before him by the instruction card man, rate fixer and the disciplinarian.

Promotion and Development Provided For. — Functionalization provides for promotion by showing every man not only the clearly circumscribed place where he is to work, but also by showing him the definite place above him to which he may be promoted and its path, and by teaching him how he can fill it. This allows him to develop the possibilities of his best self by using and specially training those talents which are most marked in him.

Functional Foremanship allows many more people, to become foremen, and to develop the will and judgment which foremanship implies.

Men in the Organization Preferred to Outsiders. — Men in the organization are preferable to outsiders as functional foremen and for promotion. Not only does a worker's knowledge of his work help him to become more efficient when he is promoted to the position of foreman, — but his efficiency as a teacher is also increased by the fact that he knows and understands the workers whom he is there to teach.

All Men Are Pushed Up. — Scientific Management raises every man as high as he is capable of being raised. It does not speed him up, but pushes him up to the highest notch which he can fill. Actual practice has shown that there is a greater demand for efficient men in the planning department than there is supply; also, that men in the planning department who fit themselves for higher work can be readily promoted to positions of greater responsibility, either inside or outside the organization.

Years of Productivity Prolonged. — Under Functionalization the number of years of productivity of all, workers and foremen alike, are increased. The specialty to which the man is assigned is his natural specialty, thus his possible and profitable working years are prolonged, because he is at that work for which he is naturally fitted.

Moreover, the work of teaching is one at which the teacher becomes more clever and more valuable as time goes on, the functional foreman has that much more chance to become valuable as years go by.

Change in the Worker's Mental Attitude. — The work under functionalization is such as to arouse the worker's attention and to hold his interest. ²¹ But the most important and valuable change in the worker's feelings is the change in his attitude towards the foremen and the employer. From "natural enemies" as sometimes considered under typical Traditional Management, these all now become friends, with the common aim, coöperation, for the purpose of increasing output and wages, and lowering costs. This change of feeling results in an appreciation of the value of teaching, and also in promoting industrial peace.

 1. Mary Whiton Calkins, A First Book in Psychology, p. 273.

 2. Sully, The Teacher's Handbook of Psychology, p. 1.

 3. Ibid., p. 54.

 4. Hugo Münsterberg, American Problems, p. 35.

 5. Gillette and Dana, Cost Keeping and Management Engineering, p. 1.

 6. F.W. Taylor, Shop Management, para. 221. Harper Ed., p. 96.

 7. F.W. Taylor, Shop Management, para. 221-231. Harper Ed., pp. 96-98.

 8. Compare H.L. Gantt, No. 1002, A.S.M.E., para. 9.

 9. Compare H.P. Gillette, Cost Analysis Engineering, pp. 1-2.

10. F.W. Taylor, Principles of Scientific Management, p. 37.

11. F.W. Taylor, Shop Management, para. 245. Harper Ed., p. 104.

12. For excellent example of special routing see: Charles Day, Industrial Plants, chap. VII.

13. C. Babbage, Economy of Manufacturers. p. 172. "The constant repetition of the same process necessarily produces in the workman a degree of excellence and rapidity in his particular department, which is never possessed by a person who is obliged to execute many different processes."

14. F.W. Taylor, On the Art of Cutting Metals, Paper No. 1119, A.S.M.E.

15. C.G. Barth, Slide Rules for Machine Shops and Taylor System. Paper No. 1010, A.S.M.E.

16. H.L. Gantt, Work, Wages and Profits, p. 19.

17. Adam Smith, Wealth of Nations, p. 2. "The greatest improvement in the productive powers of labor, and the greater part of the skill, dexterity, and judgment, with which it is anywhere directed, or applied, seem to have been the effects of the division of labor." Also p. 4.

18. H.K. Hathaway, The Value of "Non-Producers" in Manufacturing Plants. Machinery, Nov., 1906, p. 134.

19. Gillette and Dana, Cost Keeping and Management Engineering, p. 11.

20. Morris Llewellyn Cooke, Bulletin No. 5, Carnegie Foundation for the Advancement of Teaching, p. 15.

21. H.L. Gantt, Work, Wages and Profits, p. 120.

Definition of Measurement. — "Measurement," according to the Century Dictionary, — "is the act of measuring," and to measure is — "to ascertain the length, extent, dimensions, quantity or capacity of, by comparison with a standard; ascertain or determine a quantity by exact observation," or, again, "to estimate or determine the relative extent, greatness or value of, appraise by comparison with something else."

Measurement Important in Psychology. — Measurement has always been of importance in psychology; but it is only with the development of experimental psychology and its special apparatus, that methods of accurate measurements are available which make possible the measurement of extremely short periods of time, or measurements "quick as thought," These enable us to measure the variations of different workers as to their abilities and their mental and physical fatigue; ¹ to study mental processes at different stages of mental and physical growth; to compare different people under the same conditions, and the same person under different conditions; to determine the personal coefficient of different workers, specialists and foremen, and to formulate resultant standards. As in all other branches of science, the progress comes with the development of measurement.

Methods of Measurement in Psychology. — No student of management, and of measurement in the field of management, can afford not to study, carefully and at length, methods of measurement under psychology. This, for at least two most important reasons, which will actually improve him as a measurer, i.e. —

1. The student will discover, in the books on experimental psychology and in the "Psychological Review," a marvelous array of results of scientific laboratory experiments in psychology, which will be of immediate use to him in his work.

2. He will receive priceless instruction in methods of measuring. No where better than in the field of psychology, can one learn to realize the importance of measurements, the necessity for determination of elements for study, and the necessity for accurate apparatus and accuracy in observation.

Prof. George M. Stratton, in his book "Experimental Psychology and Culture," — says "In mental measurements, therefore, there is no pretense of taking the mind's measure as a whole, nor is there usually any immediate intention of testing even some special faculty or capacity of the individual. What is aimed at is the measurement of a limited event in consciousness, such as a particular perception or feeling. The experiments are addressed, of course, not to the weight or size of such phenomena, but usually to their duration and intensity."²

The emphasis laid on a study of elements is further shown in the same book by the following, — "The actual laboratory work in time-measurement, however, has been narrowed down to determining, not the time in general that is occupied by some mental action, but rather the shortest possible time in which a particular operation, like discrimination or choice or association or recognition, can be performed under the simplest and most favorable circumstances.³ The experimental results here are something like speed or racing records, made under the best conditions of track and training. A delicate chronograph or chronoscope is used, which marks the time in thousandths of a second."

Measurement in Psychology Related to Measurement in Management. — Measurement in psychology is of importance to measurement in management not only as a source of information and instruction, but also as a justification and support. Scientific Management has suffered from being called absurd, impractical, impossible, over-exact, because of the emphasis which it lays on measurement. Yet, to the psychologist, all present measurement in Scientific Management must appear coarse, inaccurate and of immediate and passing value only. With the knowledge that psychologists endorse accurate measurement, and will coöperate in discovering elements for study, instruments of precision and methods of investigation, the investigator in industrial fields must persist in his work with a new interest and confidence. ⁴

Scientific Management cannot hope to furnish psychology with either data or methods of measurement. It can and does, however, open a new field for study to experimental psychology, and shows itself willing to furnish the actual working difficulties or problems, to do the preliminary investigation, and to utilize results as fast as they can be obtained.

Psychologists Appreciate Scientific Management. — The appreciation which psychologists have shown of work done by Scientific Management must be not only a matter of gratification, but of inspiration to all workers in Scientific Management.

So, also, must the new divisions of the Index to the Psychological Review relating to Activity and Fatigue, and the work being so extensively done in these lines by French, German, Italian and other nations, as well as by English and American psychologists.

Measurement Important in Management. — The study of individuality and of functionalization have made plain the necessity of measurement for successful management. Measurement furnishes the means for obtaining that accurate knowledge upon which the science of management rests, as do all sciences — exact and inexact.⁵ Through measurement, methods of less waste are determined, standards are made possible, and management becomes a science, as it derives standards, and progressively makes and improves them, and the comparisons from them, accurate.

Problem of Measurement in Management — One of the important problems of measurement in management is determining how many hours should constitute the working day in each different kind of work and at what gait the men can work for greatest output and continuously thrive. The solution of this problem involves the study of the men, the work, and the methods, which study must become more and more specialized; but the underlying aim is to determine standards and individual capacity as exactly as is possible.⁶

Capacity. — There are at least four views of a worker's capacity.

1. What he thinks his capacity is.

2. What his associates think his capacity is.

3. What those over him think his capacity is.

4. What accurate measurement determines his actual capacity to be.

Ignorance of Real Capacity. — Dr. Taylor has emphasized the fact that the average workman does not know either his true efficiency or his true capacity. ⁷ The experience of others has also gone to show that even the skilled workman has little or inaccurate knowledge of the amount of output that a good worker can achieve at his chosen vocation in a given time. ⁸

For example, — until a bricklayer has seen his output counted for several days, he has little idea of how many bricks he can lay, or has laid, in a day. ⁹

The average manager is usually even more ignorant of the capacity of the workers than are the men themselves. ¹⁰ This is because of the prevalence of, and the actual necessity for the worker's best interest, under some forms of management, of "soldiering." Even when the manager realizes that soldiering is going on, he has no way, especially under ordinary management, of determining its extent.

Little Measurement in Traditional Management. — Under Traditional Management there was little measurement of a man's capacity. The emphasis was entirely on the results. There was, it is true, in everything beyond the most elementary of Traditional Management, a measurement of the result. The manager did know, at the end of certain periods of time, how much work had been done, and how much it had cost him. This was a very important thing for him to know. If his cost ran too high, and his output fell too low, he investigated. If he found a defect, he tried to remedy it; but much time had to be wasted in this investigation, because often he had no idea where to start in to look for the defects. The result of the defects was usually the cause for the inquiry as to their presence.

He might investigate the men, he might investigate the methods, he might investigate the equipment, he might investigate the surroundings, and so on, — and very often in the mind of the Traditional manager, there was not even this most elementary division. If things went wrong he simply knew, — "Something is wrong somewhere," and it was the work of the foremen to find out where the place was, or so to speed up the men that the output should be increased and the cost lowered. Whether the defects were really remedied, or simply concealed by temporarily speeding up, was not seriously questioned.

Moreover, until measuring devices are secured, the only standard is what someone thinks about things, and the pity of it is that even this condition does not remain staple.

Transitory Management Realizes Value of Measurement. — One of the first improvements introduced when Traditional Management gives place to the Transitory stage is the measurement of the separated output of individual workers. These outputs are measured and recorded. The records for extra high outputs are presented to the worker promptly, so that he may have a keen idea constantly of the relation of effort to output, while the fatigue and the effort of doing the work is still fresh in his mind.

The psychology of the prompt reward will be considered later at length, but it cannot be emphasized too often that the prompter the reward, the greater the stimulus. The reward will become associated with the fatigue in such a way that the worker will really get, at the time, more satisfaction out of his fatigue than he will discomfort; at the least, any dissatisfaction over his fatigue will be eliminated, by the constant and first thought of the reward which he has gotten through his efforts.

This record of efficiency is often so presented to the workers that they get an excellent idea of the numerical measure of their efficiency and its trend. This is best done by a graphical chart.

The records of the outputs of others on the same kind of work done concurrently, or a corresponding record on work done previously, will show the relative efficiency of any worker as compared with the rest. These standards of comparison are a strong incentive and, if they are shown at the time that such work is done, they also become so closely associated not only with the mental but the bodily feeling of the man that the next time the work is repeated, the thoughts that the same effort will probably bring greater results, and that it has done so in the past with others, will be immediately present in the mind.

Measurement Is Basic Under Scientific Management. — Under Scientific Management measurement is basic. Measurement is of the work, of outputs, of the methods, the tools, and of the worker, with the individual as a unit, and motion study, time study and micro-motion study and the chrono-cyclegraph as the methods of measurement.

Measurement is a most necessary adjunct to selecting the workers and the managers and to assigning them to the proper functions and work. They cannot be selected to the greatest advantage and set to functionalized work until —

(a) the unit of measurement that will of itself tend to reduce costs has been determined.

(b) methods of measurement have been determined.

(c) measurement has been applied.

(d) standards for measurement have been derived.

(e) devices for cheapening the cost of measuring have been installed.

Under Scientific Management Measurement Determines the Task. — An important aim of measurement under Scientific Management is to determine the Task, or the standard amount of any kind of work that a first class man can do in a certain period of time. The "standard amount" is the largest amount that a first class man can do and continuously thrive.

The "first-class" man is the man who can eventually become best fitted, by means of natural and acquired capabilities, to do the work. The "certain period of time" is that which best suits the work and the man's thriving under the work. The amount of time allowed for a task consists of three parts —

1. time actually spent at work.

2. time for rest for overcoming fatigue.

3. time for overcoming delays.

Measurement must determine what percentage of the task time is to be spent at work and what at rest, and must also determine whether the rest period should all follow the completed work, or should be divided into parts, these parts to follow certain cycles through the entire work period.

The method of constructing the task is discussed under two chapters that follow, Analysis and Synthesis, and Standardization. Here we note only that the task is built up of elementary units measured by motion study, time study, and micro-motion study.

When this standard task has been determined the worker's efficiency can be measured by his performance of, or by the amount that he exceeds, the task.

Qualifications of the Observer or Measurer. — The position of observer, or as he has well been called, "trade revolutionizer," should be filled by a man specially selected for the position on account of his special natural fitness and previous experience. He also should be specially trained for his work. As in all other classes of work, the original selection of the man is of vital importance. The natural qualities of the successful hunter, fisherman, detective, reporter and woodsman for observation of minute details are extremely desirable. It is only by having intimate knowledge of such experiences as Agassiz had with his pupils, or with untrained "observers" of the trade, that one can realize the lack of powers of observation of detail in the average human being.

Other natural qualifications required to an efficient observer are that of being

(a) an "eye worker";

(b) able to concentrate attention for unusually long periods;

(c) able to get every thought out of a simple written sentence;

(d) keenly interested in his work;

(e) accurate;

(f) possessed of infinite patience;

(g) an enthusiastic photographer.

The measurer or observer should, preferably, have the intimate knowledge that comes from personal experience of the work to be observed, although such a man is often difficult if not impossible to obtain.

The position of observer illustrates another of the many opportunities of the workmen for promotion from the ranks to higher positions when they are capable of holding the promotion. Naturally, other things being equal, no man is so well acquainted with the work to be observed as he who has actually done it himself, and if he have also the qualifications of the worker at the work, which should, in the future, surely be determined by study of him and by vocational guidance, he will be able to go at once from his position in the ranks to that of observer, or time study man.

The observer must also familiarize himself with the literature regarding motion study and time study, and must form the habit of recording systematically the minutest details observable.

The effect upon the man making the observation of knowing that his data, even though at the time they may seem unimportant, can be used for the deduction of vital laws, is plain. He naturally feels that he is a part of a permanent scheme, and is ready and willing to put his best activity into the work. The benefits accruing from this fact have been so well recognized in making United States surveys and charts, that the practice has been to have the name of the man in charge of the work printed on them.

Anyone Interested May Become an Observer. — A review of the mental equipment needed by a measurer, or observer, will show that much may be done toward training oneself for such a position by practice. Much pleasure as well as profit can be obtained by acquiring the habit of observation, both in the regular working and in the non-working hours. Vocational Guidance Bureaus should see that this habit of observation is cultivated, not only for the æsthetic pleasure which it gives, but also for its permanent usefulness.

Unbiased Observation Necessary. — In order to take observations properly, the investigator should be absolutely impartial, unprejudiced, and unbiased by any preconceived notions. Otherwise, he will be likely to think that a certain thing ought to happen. Or he may have a keen desire to obtain a certain result to conform to a pet theory. In other words, the observer must be of a very stable disposition. He must not be carried away by his observations.

The elimination of any charting by the man who makes the observations, or at least its postponement until all observations are made, will tend to decrease the dangers of unconscious effect of what he considers the probable curve of the observations should be.

As has been well said, watching the curve to be charted before all of the data have been obtained develops a distinct theory in the mind of the investigator and is apt to "bend the curve" or, at least, to develop a feeling that if any new, or special, data do not agree with the tendency of the curve — so much the worse for the reputation of the data for reliability.

Observed Worker Should Realize the Purpose of the Measurement. — The observed worker should be made to realize the purpose and importance of the measurement. The observing should always be done with his full knowledge and hearty coöperation. He will attain much improvement by intelligent coöperation with the observer, and may, in turn, be able to be promoted to observing if he is interested enough to study and prepare himself after hours.

Worker Should Never Be Observed Surreptitiously. — No worker should ever be observed, timed and studied surreptitiously. In the first place, if the worker does not know that he is being observed, he cannot coöperate with the observer to see that the methods observed are methods of least waste. Therefore the motion study and time study records that result will not be fundamental standards in any case and will probably be worthless.

In the second place, if the worker discovers that he is being observed secretly, he will feel that he is being spied upon and is not being treated fairly. The stop watch has too long been associated with the idea of "taking the last drop of blood from the worker." Secret observations will tend strongly to lend credence to this idea. Even should the worker thus observed not think that he was being watched in order to force him, at a later time, to make higher outputs, after he has once learned that he is being watched secretly, his attention will constantly be distracted by the thought that perhaps he is being studied and timed again. He will be constantly on the alert to see possible observers. This may result in "speeding him up," but the speed will not be a legitimate speed, that results to his good as well as to that of his employer.

Worst of all, he will lose confidence in the "squareness" of his employer. Hence he will fail to co-operate, and one of the greatest advantages of Scientific Management will thus be lost.

It is a great advantage of micro-motion study that it demands coöperation of the man studied, and that its results are open to study by all.

An Expert Best Worker to Observe. — The best worker to observe for time study is he who is so skilled that he can perform a cycle of prescribed standard motions automatically, without mental concentration. This enables him to devote his entire mental activity to deviating the one desired variable from the accepted cycle of motions.

The difficulty in motion study and time study is not so often to vary the variable being observed and studied, as it is to maintain the other variables constant. Neither skill nor appreciation of what is wanted is enough alone. The worker who is to be measured successfully must

1. have the required skill.

2. understand the theory of what is being done.

3. be willing to coöperate.

Everyone Should Be Trained in Being Measured. — Accurate measurement of individuals, in actual practice, brings out the fact that lamentably few persons are accustomed to be, or can readily be, measured. It has been a great drawback to the advance of Scientific Management that the moment a measurer of any kind is put on the work, either a device to measure output or a man to measure or to time reactions, motions, or output, the majority of the workers become suspicious. Being unaccustomed to being measured, they think, as is usually the case with things to which we are unaccustomed, that there is something harmful to them in it. This feeling makes necessary much explanation which in reality should not be needed.

The remedy for this condition is a proper training in youth. A boy brought up with the fundamental idea of the importance of measurement to all modern science, for all progress, accustomed to being measured, understanding the "why" of the measuring, and the results from it, will not hesitate or object, when he comes to the work, to being measured in order that he may be put where it is best for himself, as well as for the work, that he be put.

The importance of human measurement to vocational guidance and to the training of the young for life work has never been properly realized. Few people understand the importance of psychological experiment as a factor in scientific vocational guidance. For this alone, it will probably in time be a general custom to record and keep as close track as possible of the psychological measurements of the child during the period of education, vocational guidance and apprenticeship. Not only this, but he also should be accustomed to being measured, physically and psychologically, from his first years, just as he is now accustomed to being weighed.

The child should be taught to measure himself, his faculties, his reactions, his capabilities as compared with his former self and as compared with the capabilities of others. It is most important that the child should form a habit not only of measuring, but of being measured.

Motion Study and Time Study Are the Method of Measurement Under Scientific Management. — Under Scientific Management, much measuring is done by motion study and time study, which measure the relative efficiency of various men, of various methods, or of various kinds of equipment, surroundings, tools, etc. Their most important use is as measuring devices of the men. They have great psychological value in that they are founded on the "square deal" and the men know this from the start. Being operated under laws, they are used the same way on all sorts of work and on all men. As soon as the men really understand this fact, and realize

1. that the results are applied to all men equally;

2. that all get an ample compensation for what they do;

3. that under them general welfare is considered; the objections to such study will vanish.

Motion Study Is Determining Methods of Least Waste. — Motion Study is the dividing of the elements of the work into the most fundamental subdivisions possible; studying these fundamental units separately and in relation to one another; and from these studied, chosen units, when timed, building up methods of least waste.

Time Study Is Determining Standard Unit Times. — Time study consists of timing the elements of the best method known, and, from these elementary unit times, synthesizing a standard time in which a standard man can do a certain piece of work in accordance with the finally accepted method.

Micro-motion study is timing sub-divisions, or elements of motions by carrying out the principles of motion study to a greater degree of accuracy by means of a motion picture camera, a clock that will record different times of day in each picture of a moving picture film together with a cross sectioned background and other devices for assisting in measuring the relative efficiency and wastefulness of motions. It also is the cheapest, quickest and more accurate method of recording indisputable time study records. It has the further advantage of being most useful in assisting the instruction card man to devise methods of least waste. ¹¹

Motion Study and Time Study Measure Individual Efficiency. — Motion Study and Time Study measure individual capacity or efficiency by providing data from which standards can be made. These standards made, the degree to which the individual approaches or exceeds the standard can be determined.

Motion Study and Time Study Measure Methods. — Motion Study and Time Study are devices for measuring methods. By their use, old methods are "tried out," once and for all, and their relative value in efficiency, determined. By their use, also, new methods are "tried out." This is most important under Scientific Management.

Any new method suggested can be tested in a short time. Such elements of it as have already been tested, can be valued at the start, the new elements introduced can be motion studied and time studied, and waste eliminated to as great an extent as possible, with no loss of time or thought.

Under Scientific Management, the men who understand what motion study and time study mean, know that their suggested methods will be tested, not only fairly, but so effectively that they, and everyone else, can know at once exactly the worth of their suggestions.

Comparison of Methods Fosters Invention. — The value of such comparative study can be seen at a glance. When one such method after another is tried out, not only can one tell quickly what a new method is worth, but can also determine what it is worth compared to all others which have been considered. This is because the study is a study of elements, primarily, and not of methods as a whole. Not only can suggested methods be estimated, but also new methods which have never been suggested will become apparent themselves through this study. Common elements, being at once classified and set aside, the new ones will make themselves prominent, and better methods for doing work will suggest themselves, especially to the inventive mind.

Books of Preliminary Data Needed. — In order that this investigation may be best fostered, not only must books of standards be published, but also books of preliminary data, which other workers may attack if they desire, and where they can find common elements. Such books of preliminary data are needed on all subjects.>¹²

Motion Study and Time Study Measure Equipment and Tools. — Time and motion study are measuring devices for ascertaining relative merits of different kinds of equipment, surroundings and tools. Through them, the exact capacities of equipment or of a tool or machine can be discovered at once, and also the relative value in efficiency. Also motion study and time study determine exactly how a tool or a piece of equipment can best be used.

In "On The Art of Cutting Metals" Dr. Taylor explains the effect of such study on determining the amount of time that tools should be used, the speed at which they should be used, the feed, and so on.¹³ This paper exemplifies more thoroughly than does anything else ever written the value of Time Study, and the scientific manner in which it is applied.

The Scope of Time and Motion Study Is Unlimited. — It is a great misfortune that the worker does not understand, as he should, that motion study and time study apply not only to his work, but also to the work of the managers. In order to get results from the start, and paying results, it often happens that the work of the worker is the first to be so studied, but when Scientific Management is in full operation, the work of the managers is studied exactly to the same extent, and set down exactly as accurately, as the work of the worker himself. The worker should understand this from the start, that he may become ready and willing to coöperate.

Detailed Records Necessary. — Motion study and time study records must go into the greatest detail possible. If the observations are hasty, misdirected or incomplete they may be quite unusable and necessitate going through the expensive process of observation all over again. Dr. Taylor has stated that during his earlier experiences he was obliged to throw away a large quantity of time study data, because they were not in sufficient detail and not recorded completely enough to enable him to use them after a lapse of a long period from the time of their first use. No system of time study, and no individual piece of time study, can be considered a success unless by its use at any time, when new, or after a lapse of years, an accurate prediction of the amount of work a man can do can be made.

All results attained should invariably be preserved, whether they appear at the moment to be useful or valuable or not. In time study in the past it has been found, as in the investigations of all other sciences, that apparently unimportant details of today are of vital importance years after, as a necessary step to attain, or further proof of a discovery. This was exemplified in the case of the shoveling experiment of Dr. Taylor. The laws came from what was considered the unimportant portion of the data. There is little so unimportant that time and motion study would not be valuable. Just as it is a great help to the teacher to know the family history of the student, so it is to the one who has to use time and motion study data to know all possible of the hereditary traits, environment and habits of the worker who was observed.

Specialized Study Imperative. — As an illustration of the field for specialized investigation which motion study and time study present, we may take the subject of fatigue. Motion Study and Time Study aim to show,

1. the least fatiguing method of getting least waste.

2. the length of time required for a worker to do a certain thing.

3. the amount of rest and the time of rest required to overcome fatigue.

Dr. Taylor spent years in determining the percentage of rest that should be allowed in several of the trades, beginning with those where the making of output demands weight hanging on the arms; but there is still a great amount of investigation that could be done to advantage to determine the most advisable percentage of rest in the working day of different lengths of hours. Such investigation would probably show that many of our trades could do the same amount of work in fewer hours, if the quantity and time of rest periods were scientifically determined.

Again, there is a question of the length of each rest period. It has been proven that in many classes of work, and especially in those where the work is interrupted periodically by reason of its peculiar nature, or by reason of inefficient performance in one of the same sequence of dependent operations, alternate working and resting periods are best. There is to be considered in this connection, however, the recognized disadvantage of reconcentrating the attention after these rest periods. Another thing to be considered is that the rate of output does not decline from the beginning of the day, but rather the high point of the curve representing rate of production is at a time somewhat later than at the starting point. The period before the point of maximum efficiency is known as "warming up" among ball players, and is well recognized in all athletic sports.

As for the point of minimum efficiency, or of greatest fatigue, this varies for "morning workers," and "night workers." This exemplifies yet another variable.

The minuteness of the sub-fields that demand observation, is shown by an entry in the Psychological Index: "1202. Benedict, F.G. "Studies in Body — Temperature." 1. Influence of the Inversion of the Daily Routine; the Temperature of Night Workers."¹⁴

Selection of Best Unit of Measurement Necessary and Important. — Selecting the unit of measurement that will of itself reduce costs is a most important element in obtaining maximum efficiency.¹⁵ This is seldom realized. ¹⁶ Where possible, several units of measurements should be used to check each other. ¹⁷ One alone may be misleading, or put an incentive on the workers to give an undesirable result.

The rule is, — always select that unit of output that will, of itself, cause a reduction in costs.

For example: — In measuring the output of a concrete gang, counting cement bags provides an incentive to use more cement than the instruction card calls for. Counting the batches of concrete dumped out of the mixer, provides an incentive to use rather smaller quantities of broken stone and sand than the proportions call for, — and, furthermore, does not put the incentive on the men to spill no concrete in transportation, neither does it put an incentive to use more lumps for Cyclopean concrete.

Measuring the quantity actually placed in the forms puts no incentive to watch bulging forms closely.

While measuring outputs by all these different units of measurements would be valuable to check up accuracy of proportions, accuracy of stores account, and output records, the most important unit of measurement for selection would be, "cubic feet of forms filled," the general dimensions to be taken from the latest revised engineer's drawings.

Necessity for Checking Errors. — Dr. Stratton says, — "No measurements, whether they be psychic or physical, are exact beyond a certain point, and the art of using them consists largely in checks and counter checks, and in knowing how far the measurement is reliable and where the doubtful zone begins." ¹⁸

Capt. Metcalfe says, — "Errors of observation may be divided into two general classes; the instrumental and those due to the personal bias of the observer; the former referring to the standard itself, and the latter to the application of the standard and the record of the measurement." ¹⁹

The concrete illustration given above is an example of careful checking up. Under Scientific Management so many, and such careful records are kept that detecting errors becomes part of the daily routine.

Results of Measurement to the Work. — Under Traditional Management, even the crudest measurement of output and cost usually resulted in an increase in output. But there was no accuracy of measurement of individual efficiency, nor was there provision made to conserve results and make them permanently useful.

Under Transitory Management and measurement of individual output, output increased and rewards for the higher output kept up the standard.

Under Scientific Management Better Methods and Better Work Results. — Under Scientific Measurement, measurement of the work itself determines

1. what kind of workers are needed.

2. how many workers are needed.

3. how best to use them.

Motion Study and Time Study measurement, —

1. divide the work into units.

2. measure each unit.

3. study the variables, or elements, one at a time.

4. furnish resulting timed elements to the synthesizer of methods of least waste.

Accurate Measuring Devices Prevent Breakdowns and Accidents. — The accurate measuring devices which accomplish measurement under Scientific Management prevent breakdowns and accidents to life and limb.

For example. —

1. The maintained tension on a belt bears a close relation to its delay periods.

2. The speed of a buzz planer determines its liability to shoot out pieces of wood to the injury of its operator, or to injure bystanders.

Scientific Management, by determining and standardizing methods and equipment both, provides for uninterrupted output.

Effect on the Worker. — Under Traditional Management there is not enough accurate measurement done to make its effect on the worker of much value.

Under Transitory Management, as soon as individual outputs are measured, the worker takes more interest in his work, and endeavors to increase his output.

Under Scientific Management measurement of the worker tells

1. what the workers are capable of doing.

2. what function it will be best to assign them to and to cultivate in them.

Waste Eliminated by Accurate Measurement. — This accurate measurement increases the worker's efficiency in that it enables him to eliminate waste. "Cut and try" methods are eliminated. There is no need to test a dozen methods, a dozen men, a dozen systems of routing, or various kinds of equipment more than once, — that one time when they are scientifically tried out and measured. This accurate measurement also eliminates disputes between manager and worker as to what the latter's efficiency is.

Efficiency Measured by Time and Motion Study. — Time and Motion Study.

(a) measure the man by his work; that is, by the results of his activities;

(b) measure him by his methods;

(c) measure him by his capacity to learn;

(d) measure him by his capacity to teach.

Now measurement by result alone is very stimulating to increasing activities, especially when it shows, as it does under Scientific Management, the relative results of various people doing the same kind of work. But it does not, itself, show the worker how to obtain greater results without putting on more speed or using up more activities. But when the worker's methods are measured, he begins to see, for himself, exactly why and where he has failed.

Scientific Management provides for him to be taught, and the fact that he sees through the measurements exactly what he needs to be taught will make him glad to have the teacher come and show him how to do better. Through this teaching, its results, and the speed with which the results come, the workers and the managers can see how fast the worker is capable of learning, and, at the same time, the worker, the teacher and the managers can see in how far the foreman is capable of instructing.

Final Outcome Beneficial to Managers and Men. — Through measurement in Scientific Management, managers acquire —

1. ability to select men, methods, equipment, etc.;

2. ability to assign men to the work which they should do, to prescribe the method which they shall use, and to reward them for their output suitably;

3. ability to predict. On this ability to predict rests the possibility of making calendars, chronological charts and schedules, and of planning determining sequence of events, etc., which will be discussed at length later.

Ability to predict allows the managers to state "premature truths," which the records show to be truths when the work has been done.

It must not be forgotten that the managers are enabled not only to predict what the men, equipment, machinery, etc., will do, but what they can do themselves.

The Effect on the Men Is That the Worker Co-operates. — 1. The worker's interest is held. The men know that the methods they are using are the best. The exact measurements of efficiency of the learner, — and under Scientific Management a man never ceases to be a learner, — give him a continued interest in his work. It is impossible to hold the attention of the intelligent worker to a method or process that he does not believe to> be the most efficient and least wasteful.

Motion study and time study are the most efficient measuring device of the relative qualities of differing methods. They furnish definite and exact proof to the worker as to the excellence of the method that he is told to use. When he is convinced, lack of interest due to his doubts and dissatisfaction is removed.

2. The worker's judgment is appealed to. The method that he uses is the outcome of coöperation between him and the management. His own judgment assures him that it is the best, up to that time, that they, working together, have been able to discover.

3. The worker's reasoning powers are developed. Continuous judging of records of efficiency develops high class, well developed reasoning powers.

5. There is elimination of soldiering, both natural and systematic.²⁰

All Knowledge Becomes the Knowledge of All. — Two outcomes may be confidently expected in the future, as they are already becoming apparent where-ever Scientific Management is being introduced:

1. The worker will become more and more willing to impart his knowledge to others. When the worker realizes that passing on his trade secrets will not cause him to lose his position or, by raising up a crowd of competitors, lower his wages, but will, on the contrary, increase his wages and chances of promotion, he is ready and willing to have his excellent methods standardized.

Desire to keep one's own secret, or one's own method a secret is a very natural one. It stimulates interest, it stimulates pride. It is only when, as in Scientific Management, the possessor of such a secret may receive just compensation, recognition and honor for his skill, and receive a position where he can become an appreciated teacher of others that he is, or should be, willing to give up this secret. Scientific Management, however, provides this opportunity for him to teach, provides that he receives credit for what he has done, and receive that publicity and fame which is his due, and which will give him the same stimulus to work which the knowledge that he had a secret skill gave him in the past.

One method of securing this publicity is by naming the device or method after its inventor. This has been found to be successful not only in satisfying the inventor, but in stimulating others to invent.

Measurement of Individual Efficiency Will Be Endorsed by All. — 2. The worker will, ultimately, realize that it is for the good of all, as well as for himself, that individual efficiency be measured and rewarded.

It has been advanced as an argument against measurement that it discriminates against the "weaker brother," who should have a right to obtain the same pay as the stronger, for the reason that he has equal needs for this pay to maintain life and for the support of his family.

Putting aside at the moment the emotional side of this argument, which is undoubtedly a strong side and a side worthy of consideration, with much truth in it, and looking solely at the logical side, — it cannot do the "weaker" brother any good in the long run, and it does the world much harm, to have his work overestimated. The day is coming, when the world will demand that the quantity of the day's work shall be measured as accurately where one sells labor, as where one sells sugar or flour. Then, pretending that one's output is greater than it really is will be classed with "divers weights and divers measures," with their false standards. The day will come when the public will insist that the "weaker brother's" output be measured to determine just how weak he is, and whether it is weakness, unfitness for that particular job, or laziness that is the cause of his output being low. When he reaches a certain degree of weakness, he will be assisted with a definite measured quantity of assistance. Thus the "weaker brother" may be readily distinguished from the lazy, strong brother, and the brother who is working at the wrong job. Measurement should certainly be insisted on, in order to determine whether these strong brothers are doing their full share, or whether they are causing the weaker brothers to over-exert themselves.

No one who has investigated the subject properly can doubt that it will be better for the world in general to have each man's output, weak and strong, properly measured and estimated regardless of whether the weak and strong are or are not paid the same wages. The reason why the unions have had to insist that the work shall not be measured and that the weaker brother's weakness shall not be realized is, that in the industrial world the only brotherhood that was recognized was the brotherhood between the workers, there being a distinct antagonism between the worker and the manager and little or no brotherhood of the public at large. When Scientific Management does away, as it surely will, with this antagonism, by reason of the coöperation which is its fundamental idea, then the workers will show themselves glad to be measured.

As for the "weaker" brother idea, it is a natural result of such ill treatment. It has become such a far-reaching emotion that even Scientific Management, with its remedy for many ills, cannot expect in a moment, or in a few years, to alter the emotional bias of the multitudes of people who have held it for good and sufficient reasons for generations.

The Government Should Conserve Measurement Data. — The one thing which can permanently alter this feeling forms the natural conclusion to this chapter. That is, measurements in general and motion study and time study in particular must become a matter of government investigation. When the government has taken over the investigation and established a bureau where such data as Scientific Management discovers is collected and kept on file for all who will to use, then the possessor of the secret will feel that it can safely place the welfare of its "weaker brothers" in the hands of a body which is founded and operates on the idea of the "square deal."

Appreciation of Time Study by Workers the First Step. — The first step of the workers in this direction must be the appreciation of time study, for on time study hangs the entire subject of Scientific Management. It is this great discovery by Dr. Taylor that makes the elimination of waste possible. It has come to stay. Many labor leaders are opposed to it, but the wise thing for them to do is to study, foster and cultivate it. They cannot stop its progress. There is no thing that can stop it. The modern managers will obtain it, and the only way to prevent it from being used by unscrupulous managers is for the workman also to learn the facts of time study. It is of the utmost importance to the workers of the country, for their own protection, that they be as familiar with time study data as the managers are. Time study is the foundation and frame work of rate setting and fixing, and certainly the subject of rate fixing is the most important subject there is to the workmen, whether they are working on day work, piece work, premium, differential rate piece, task with bonus, or three-rate system.

Dr. Taylor has proved by time study that many of the customary working days are too long, that the same amount of output can be achieved in fewer hours per day. Time study affords the means for the only scientific proof that many trades fatigue the workers beyond their endurance and strength. Time study is the one means by which the workers can prove the real facts of their unfortunate condition under the Traditional plan of management.

The workers of the country should be the very ones that should insist upon the government taking the matter in hand for scientific investigation. Knowledge is power, — a rule with no exception, and the knowledge of scientific time study would prepare the workers of any trade, and would provide their intelligent leaders with data for accurate decisions for legislation and other steps for their best interests. The national bodies should hire experts to represent them and to coöperate with the government bureau in applying science to their life work.

The day is fast approaching when makers of machinery will have the best method of operating their machines micro-motion studied and cyclegraphed and description of methods of operation in accordance with such records will be everywhere considered as a part of the "makers' directions for using."

Furthermore associations of manufacturers will establish laboratories for determining methods of least waste by means of motion study, time study and micro-motion study, and the findings of such laboratories will be put in standardized shape for use by all its members. The trend today shows that soon there will be hundreds of books of time study tables. The government must sooner or later save the waste resulting from this useless duplication of efforts.

 1. Hugo Münsterberg, American Problems, p. 34.

 2. G.M. Stratton, Experimental Psychology and Its Bearing upon Culture, p. 37.

 3. Ibid., p. 38.

 4. For apparatus for psychological experiment see Stratton, p. 38, p. 171, p. 265.

 5. H.L. Gantt, Work, Wages and Profits, p. 15.

 6. Morris Llewellyn Cooke, Bulletin No. 5, The Carnegie Foundation for the Advancement of Teaching, p. 7.

 7. F.W. Taylor, Shop Management, para. 29. Harper Ed., p. 25.

 8. H.L. Gantt, Paper No. 928, A.S.M.E., para. 6.

 9. F.B. Gilbreth, Cost Reducing System.

10. F.W. Taylor, Shop Management, para. 61. Harper Ed., p. 33.

11. Industrial Engineering, Jan., 1913.

12. F.W. Taylor, Shop Management, pp. 398-391. Harper Ed., p. 179. Compare, U.S. Bulletin of Agriculture No. 208. The Influence of Muscular and Mental Work on Metabolism.

13. President's Annual Address, Dec., 1906. Vol. 28, Transactions A.S.M.E.

14. American Journal of Physiology, 1904, XI, pp. 145-170.

15. R.T. Dana, For Construction Service Co., Handbook of Steam Shovel Work, p. 161. H.P. Gillette, Vol. I, p. 71, A.S.E.C.

16. F.W. Taylor, Vol. 28, A.S.M.E., Paper 1119, para. 68.

17. Hugo Münsterberg, American Problems, p. 37.

18. G.M. Stratton, Experimental Psychology and Culture, p. 59.

19. Henry Metcalfe, Cost of Manufactures.

20. F.W. Taylor, Shop Management, para. 46. Harper Ed., p. 30. F.W. Taylor, A Piece Rate System, Paper 647, A.S.M.E., para. 22.

Definition of Analysis. — "Analysis," says the Century Dictionary is "the resolution or separation of anything which is compound, as a conception, a sentence, a material substance or an event, into its constituent elements or into its causes;" that is to say, analysis is the division of the thing under consideration into its definite cause, and into its definite parts or elements, and the explanation of the principle upon which such division is made.¹

Definition of Synthesis. — "Synthesis" is, "a putting of two or more things together; composition; specifically, the combination of separate elements of objects of thought into a whole, as of simple into compound or complex conceptions, and individual propositions into a system."

Use of Analysis and Synthesis by Psychology. — Analysis is defined by Sully as follows: "Analysis" is "taking apart more complex processes in order to single out for special inspection their several constituent processes."

He divides elements of thought activity into two

"(a) analysis: abstraction

(b) synthesis: comparison."

Speaking of the latter, he says, "The clear explicit detachment in thought of the common elements which comparison secures allows of a new reconstructive synthesis of things as made up of particular groupings of a number of general qualities."

Place of Analysis and Synthesis in Management. — Any study of management which aims to prove that management may be, and under Scientific Management is, a science, must investigate its use of analysis and of synthesis. ² Upon the degree and perfection of the analysis depends the permanent value and usefulness of the knowledge gained. Upon the synthesis, and what it includes and excludes, depends the efficiency of the results deduced.

Little Analysis or Synthesis Under Traditional Management. — Under Traditional Management analysis and synthesis are so seldom present as to be negligible. Success or failure are seldom if ever so studied and measured that the causes are well understood. Therefore, no standards for future work that are of any value can be established. It need only be added that one reason why Traditional Management makes so little progress is because it makes no analyses that are of permanent value. What data it has are available for immediate use only. Practically every man who does the work must "start at the beginning," for himself. If this is often true of entire methods, it is even more true of elements of methods. As elements are not studied and recorded separately, they are not recognized when they appear again, and the resultant waste is appalling. This waste is inevitable with the lack of coöperation under Traditional Management and the fact that each worker plans the greater part of his work for himself.

Analysis and Synthesis Appear Late in Transitory Management. — Division of output appears early in Transitory Management, but it is usually not until a late stage that motion study and time study are conducted so successfully that scientifically determined and timed elements can be constructed into standards. As everything that is attempted in the line of analysis and synthesis under Transitory Management is done scientifically under Scientific Management, we may avoid repetition by considering Scientific Management at once.

Relation of Analysis and Synthesis in Scientific Management to Measurement and Standardization. — Analysis considers the subject that is to be measured, — be it individual action or output of any kind, — and divides it into such a number of parts, and parts of such a nature, as will best suit the purpose for which the measurement is taken. When these subdivisions have been measured, synthesis combines them into a whole. ³ Under Scientific Management, through the measurements used, synthesis is a combination of those elements which are necessary only, and which have been proven to be most efficient. The result of the synthesis is standardized, and used until a more accurate standard displaces it.

Under Scientific Management analysis and synthesis are methods of determining standards from available knowledge. Measurement furnishes the means.

Analyst's Work Is Division. — It is the duty of the analyst to divide the work that he is set to study into the minutest divisions possible. What is possible is determined by the time and money that can be set aside for the investigation.

The Nature of the Work Must Determine the Amount of Analysis Practicable. — In determining the amount of time and money required, it is necessary to consider —

1. the cost of the work if done with no special study.

2. how many times the work is likely to be repeated.

3. how many elements that it contains are likely to be similar to elements in work that has already been studied.

4. how many new elements that it contains are likely to be available in subsequent work.

5. the probable cost of the work after it has been studied —

(a) the cost of doing it.

(b) the cost of the investigation.

6. The loss, if any, from delaying the work until after it has been studied.

7. the availability of trained observers and measurers, analysts and synthesists.

8. the available money for carrying on the investigations.

These questions at least must be answered before it is possible to decide whether study shall be made or not, and to what degree it can be carried.

Cost the Determining Factor. — It is obvious that in all observation in the industrial world cost must be the principal determining feature. Once the cost can be estimated, and the amount of money that can be allowed for the investigation determined, it is possible at least to approximate satisfactory answers to the other questions. How closely the answers approximate depends largely on the skill and experience of the analyst.

The greater number of times the work is to be repeated, the less the ultimate cost. The more elements contained similar to elements already determined, the less the additional cost, and the less the time necessary. The more elements contained that can be used again, even in different work, the less the ultimate cost. The better trained the analyst, the less the immediate or additional cost and time.

Much depends on the amount of previous data at hand when the investigation is being made, and on the skill and speed of the analyst in using these data.

Process of Division Unending. — In practice, the process of division continues as long as it can show itself to be a method for cost reducing. Work may be divided into processes: each process into subdivisions; each subdivision into cycles; each cycle into elements; each element into time units; each time unit into motions, — and so on, indefinitely, toward the "indivisible minimum."⁴

Measuring May Take Place at Any Stage. — At any of these stages of division the results may be taken as final for the purpose of the study, — and the operations, or final divisions of the work at that stage, may be measured.

To obtain results with the least expenditure of time, the operations must be subjected to motion study before they are timed as well as after. This motion study can be accurate and of permanent value only in so far as the divisions are final. The resulting improved operations are then ready to be timed.

Ultimate Analysis the Field of Psychology. — When the analyst has proceeded as far as he can in dividing the work into prime factors the problem continues in the field of psychology. Here the opportunities for securing further data become almost limitless.

Ultimate Analysis Justifiable. — It is the justification for analysis to approach the ultimate as nearly as possible, that the smaller and more difficult of measurement the division is, the more often it will appear in various combinations of elements. The permanence and exactness of the result vary with the effort for obtaining it.

Qualifications of an Analyst. — To be most successful, an analyst should have ingenuity, patience, and that love of dividing a process into its component parts and studying each separate part that characterizes the analytic mind. The analyst must be capable of doing accurate work, and orderly work.

To get the most pleasure and profit from his work he should realize that his great, underlying purpose is to relieve the worker of unnecessary fatigue, to shorten his work period per day, and to increase the number of his days and years of higher earning power. With this realization will come an added interest in his subject.

Worker Should Understand the Process of Analysis. — It is not enough that the worker should understand the methods of measurement. He can get most from the resultant standards and will most efficiently coöperate if he understands the division into elements to be studied.

Schools Should Provide Training. — Much of the training in analysis in the schools comes at such a late period of the course that the average industrial worker must miss a large part of it. This is a defect in school training that should be remedied. Even very young children soon are capable of, and greatly enjoy, dividing a process into elements. If the worker be taught, in his preparations, and in the work itself, to divide what he does into its elements, he will not only enjoy analysis of his work, but will be able to follow the analysis in his own mind, and to coöperate better in the processes of measurement.

The Synthesist's Work Is Selection and Addition. — The synthesist studies the individual results of the analyst's work, and their inter-relation, and determines which of these should be combined, and in what manner, for the most economic result. His duty is to construct that combination of the elements which will be most efficient.

Importance of Selection Must Be Emphasized. — If synthesis in Scientific Management were nothing more than combining all the elements that result from analysis into a whole, it would be valuable. Any process studied analytically will be performed more intelligently, even if there is no change in the method.

But the most important part of the synthesist's work is the actual elimination of elements which are useless, and the combination of the remaining elements in such a way, or sequence, or schedule, that a far better method than the one analyzed will result.

We may take an example from Bricklaying. ⁵ In "Stringing Mortar Method, on the Filling Tiers before the Days of the Pack-on-the-Wall-Method" — the division, which was into operations only, showed eighteen operations and eighteen motions for every brick that was laid. Study and synthesis of these elements resulted in a method that required only 1 3/4 motions to lay a brick. Over half the original motions were found to be useless, hence entirely omitted. In several other cases it was found possible to make one motion do work for two or four brick, with the same, or less, fatigue to the worker.

Result Is the Basis for the Task. — The result of synthesis is the basis for the task, — it becomes the standard that shows what has actually been done, and what can be expected to be repeated. It is important to note the relation between the task and synthesis. When it becomes generally understood that the "Task," under Scientific Management is neither an ideal which exists simply in the imagination, nor an impossibly high estimate of what can be expected, — but is actually the sum of observed and timed operations, plus a definite and sufficient percentage of allowance for overcoming the fatigue, — then much objection to it will cease.

General Lack of Knowledge the Chief Cause of Objection to the Task. — As is the case with most objections to Scientific Management, or its elements, ignorance is the chief obstacle to the introduction and success of the Task Idea. This ignorance seems to be more or less prevalent everywhere among managers as well as workers.

Scientific Management can, and does, succeed even when the workers are ignorant of many of its fundamental principles, but it will never make the strides that it should until every man working under it, as well as all outside, understand why it is doing as it does, as well as what is done.

This educational campaign could find no better starting point than the word "task," and the "task idea."

The Name Task Is Unfortunate. ⁶ — The Century Dictionary defines "Task" as follows:

1. "a tax, an assessment, an impost

2. "labor imposed, especially a definite quantity or amount of labor; work to be done; one's stint; that which duty or necessity imposes; duty or duties collectively

3. "a lesson to be learned; a portion of study imposed by a teacher

4. "work undertaken, — an undertaking

5. "burdensome employment; toil."

Only the fourth meaning, as here given, covers in any way what is meant by the task in Scientific Management.

The ideas included in the other four definitions are most unpleasant. The thought of labor; the thought that the labor is imposed; the thought that the imposition is definite; that duty makes it necessary that it be done; that it is burdensome; that it is toilsome: these are most unfortunate ideas and have been associated with the word so long in the human mind that it will be a matter of years before a new set of associations can be formed which will be pleasant, and which will render the word "task" attractive and agreeable to the worker and to the public in general.

No Other Adequate Word Has Been Suggested. — However, there seems to be no better word forthcoming; therefore, one can but follow the example of the masters in management, who have accepted this word, and have done their best to make it attractive by the way they themselves have used it.

To the writer, the word "stint" is far more attractive and more truly descriptive than is "task." Perhaps because of the old-fashioned idea that a reward, usually immediate, followed the completion of the "stint."

Opinions as to a preferable word will doubtless vary, but it is self-evident that the word "task" has already become so firmly established in Scientific Management that any attempt to change it would result in a confusion. It is far better to concentrate on developing a new set of associations for it in as many minds as possible.

Decided Advantage to the Use of the Word Task. — Perhaps in one way it is fortunate that the use of the word "task" does coincide more or less with the use of that word under Traditional Management. Under Traditional Management the task is the work to be done. It may be just as well that the same word should be used under Scientific Management, in order that both the worker and investigator may realize, that, after all the work that is to be done is, in its essentials, exactly the same. With this realization from the beginning, the mind of the worker or investigator may be the more predisposed to note the eliminations of waste and the cutting down of time, effort and fatigue under the scientifically derived methods.

Definition of Task as Used in Scientific Management. — The task, under Scientific Management, differs from the task under Traditional Management in that —

1. The tools and surrounding conditions with which the work shall be done are standardized.

2. The method in which the work shall be done is prescribed.

3. The time that the work shall take is scientifically determined.

4. An allowance is made for rest from fatigue.

5. The quality of the output is prescribed.

When to this is added the fact that the method is taught, and that the reward is ample, fixed, prompt and assured, the attractive features of the task under Scientific Management have been made plain.

Task Idea Applies to Work of Everyone. — Under Scientific Management there is a task for every member of the organization, from the head of the management to the worker at the most rudimentary work. This is too often not known, or not appreciated by the worker, who feels that what is deemed best for him should be good for everyone. The mental attitude will never be right till all understand that the task idea will increase efficiency when applied to any possible kind of work. With the application of the task idea to all, will come added coöperation.

Task Idea Applies to the Work of the Organization. — The work which is to be done by the organization should be considered the task of the organization, and this organization task is studied before individual tasks are set. The methods used in determining this organization task are analysis and synthesis, just as in the case of the individual task.

Individual Tasks Are Elements of Organization Task. — The individual tasks are considered as elements of the organization task. The problem is, to determine the best arrangement of these individual tasks, the best schedule, and routing. The individual task may be thought of as something moving, that must be gotten out of the way.

Management has been called largely a matter of transportation. It may be "transportation" or moving of materials, revolution of parts of fixed machinery, or merely transportation of parts of one's body in manual movements; ⁷ in any case, the laws governing transportation apply to all. This view of management is most stimulating to the mind. A moving object attracts attention and holds interest. Work that is interesting can be accomplished with greater speed and less fatigue. Thinking in terms of the methods of Scientific Management as the most accurate and efficient in transporting the finished output and its "chips" ⁸ will be a great aid towards attaining the best results possible by means of a new method of visualizing the problem.

Qualifications of the Synthesist. — The synthesist must have a constructive mind, for he determines the sequence of events as well as the method of attack. He must have the ability to see the completed whole which he is trying to make, and to regard the elements with which he works not only as units, but in relation to each other. He must feel that any combination is influenced not only by the elements that go into it, but by the inter-relation between these elements. This differs for different combinations as in a kaleidoscope.

The Synthesist a Conserver. — The Synthesist must never be thought of as a destructive critic. He is, in reality, a conserver of all that is valuable in old methods. Through his work and that of the analyst, the valuable elements of traditional methods are incorporated into standard methods. These standard methods will, doubtless, be improved as time goes on, but the valuable elements will be permanently conserved.

Synthesist an Inventor. — The valuable inventions referred to as the result of measurement are the work of the synthetic mind. It discovers new, better methods of doing work, and this results in the invention of better means, such as tools or equipment.

For example, — in the field of Bricklaying, the Non-stooping Scaffold, the Packet and the Fountain Trowel were not invented until the analysis of bricklaying was made, and the synthesis of the chosen elements into standard methods made plain the need and specifications for new equipment.

Relation of Invention to Scientific Management Important. — There has been much discussion as to the relation of Invention to Scientific Management. It has been claimed by many otherwise able authorities that many results claimed as due to Scientific Management are really the results of new machinery, tools or equipment that have been invented. ⁹ Scientific Management certainly can lay no claim to credit for efficiency which comes through inventions neither suggested nor determined by it. But the inventions from the results of which Scientific Management is said to have borrowed credit are usually, like the bricklaying inventions cited, not only direct results of Scientific Management, but probably would not have sprung from any other source for years to come.

Synthesist a Discoverer of Laws. — It is the synthetic type of mind that discovers the laws. For example — it was Dr. Taylor, with the aid of a few of his specially trained co-workers, who discovered the following governing laws:

1. law of no ratio between the foot-pounds of work done and the fatigue caused in different kinds of work.

2. law of percentage of rest for overcoming fatigue.

3. law of classification of work according to percentage of fatigue caused.

4. laws for making high-speed steel.

5. laws relating to cutting metals.

6. laws that will predict the right speed, feed and cut on metals for the greatest output.

7. laws for predicting maximum quantity of output that a man can achieve and thrive.

8. laws for determining the selection of the men best suited for the work.

Synthesist an Adviser on Introduction of New Methods. — Having constructed the standard tasks or standard methods which are new, the synthesist must remember to introduce his new task or method with as few new variables as possible. He should so present it that all the old knowledge will come out to meet the new, that all the brain paths that have already been made will be utilized, and that the new path will lead out from paths which are well known and well traveled.

Introduce with as Few New Variables as Possible. — The greatest speed in learning a new method will be attained by introducing it with as few new variables as possible.

For example, — learning to dictate to a dictaphone. The writer found it very difficult, at first, to dictate into the dictaphone,— the whirling of the cylinder distracted the eye, the buzzing of the motor distracted the ear, the rubber tube leading to the mouth-piece was constantly reminding the touch that something new was being attempted. At the suggestion of one well versed in Scientific Management, the mouth-piece of the dictaphone was propped on the desk telephone on a level with the mouth-piece of the latter. The writer then found that as soon as one became interested in the dictating and one's attention was concentrated on the thought, one was able absolutely to forget the new variable, because it is one which is kept constant, and to dictate fluently. The emphasis laid on the likeness in thus dictating to the old accustomed act of talking through the telephone, seemed to put all other differences into the background, and to allow of forming the new and desired habit very quickly.

Effect of Analysis and Synthesis on the Work. — As the outcome of Analysis and Synthesis is Standardization, so the effect of them upon work is standard work. Quantity of output can be predicted, quality of output is assured.

Effect on the Worker. — The effect of Analysis and Synthesis upon the worker is to make him feel that the methods which he is using are right, and that, because of this, his work must be of value. The more the worker is induced to coöperate in the determining and the combination of elements, the more will he share with the investigators the satisfaction in getting permanent results. The outcome of this coöperation will, again, result in more perfect future results, and so on, progressively.

 1. Compare Mechanical Analysis. Taylor and Thompson, Concrete, Plain and Reinforced, p. 193.

 2. H. LeChatelier, Discussion of Paper 1119, A.S.M.E., p. 303.

 3. H.L. Gantt, Work, Wages and Profits, p. 35.

 4. F.B. Gilbreth, Cost Reducing System.

 5. F.B. Gilbreth, Bricklaying System, p. 151.

 6. James M. Dodge, Discussion of Paper 1119, A.S.M.E., para. 284.

 7. F.B. Gilbreth, Motion Study.

 8. James M. Dodge.

 9. London, Engineering, Sept. 15, 1911.

Definition of Standardization. — Standardization is "the act of standardizing, or the state of being standardized." "A standard," according to the Century Dictionary, "is that which is set up as a unit of reference; a form, type, example, incidence, or combination of conditions accepted as correct and perfect and hence as a basis of comparison. A criterion established by custom, public opinion or general consent; a model." ¹

We must note particularly that the standard is a "unit of reference," that it is a "basis of comparison," and that it is "a model." These three phrases describe the standard in management, and are particularly emphasized by the use of the standard in Scientific Management.

Standards Derived from Actual Practice. — Management derives its standards not from theories as to best methods, but from scientific study of actual practice. ² As already shown, the method of deriving a standard is —

1. to analyze the best practice known into the smallest possible elements,

2. to measure these elements,

3. to adopt the least wasteful elements as standard elements,

4. to synthesize the necessary standard elements into the standard.

The Standard Is Progressive. — A standard remains fixed only until a more perfect standard displaces it. The data from which the standard was derived may be reviewed because of some error, because a further subdivision of the elements studied may prove possible, or because improvements in some factor of the work, i.e., the worker, material, tools, equipment, etc., may make a new standard desirable.

The fact that a standard is recognized as not being an ultimate standard in no wise detracts from its working value. As Captain Metcalfe has said: "Whatever be the standard of measurement, it suffices for comparison if it be generally accepted, if it be impartially applied, and if the results be fully recorded." ³

Change in the Standard Demands Change in the Task and in the Incentive. — Necessarily, with the change in the standard comes a change in the task and in the reward. All parts of Scientific Management are so closely related that it is impossible to make a successful progressive step in one branch without simultaneously making all the related progressions in other branches that go with it.

For example, — if the material upon which a standard was based caused more care or effort, a smaller task must be set, and wages must be proportionately lowered. Proportionately, note, for determining that change would necessitate a review and a redistribution of the cost involved.

In the same way, if an improvement in equipment necessitated a new method, as does the packet in laying brick, a new task would become imperative, and a reconsideration of the wage. The wage might remain the same, it might go down, it might go up. In actual practice, in the case of bricklayers, it has gone up. But the point is, it must be restudied. This provides effectually against cutting the rate or increasing the task in any unjust manner.

Similarity Between the Standard and the "Judgment" of Psychology. — There are many points of similarity between the "Standard," of management, and the "judgment" of psychology. Sully says, in speaking of the judgment, ⁴ — "This process of judging illustrates the two fundamental elements in thought activity, viz., analysis and synthesis." "To judge is clearly to discern and to mark off as a special object of thought some connecting relation." "To begin with, before we can judge we must have the requisite materials for forming a judgment." "In the second place, to judge is to carry out a process of reflection on given material." "In addition to clearness and accuracy, our judgments may have other perfections. So far as our statements accord with known facts, they should be adhered to, — at least, till new evidence proves them untrue."

Psychology a Final Appeal as to Permanent Value of Any Standard. — The standard under management, even under Scientific Management, can lay no claim to being perfect. It can never nearly approach perfection until the elements are so small that it is practicable to test them psychologically and physiologically. The time when this can be done in many lines, when the benefit that will directly accrue will justify the necessary expenditure, may seem far distant, but every analysis of operations, no matter how rudimentary, is hastening the day when the underlying, permanently valuable elements can be determined and their variations studied.

Coöperation Will Hasten the Day of Psychological and Physiological Study of Standards. — Coöperation in collecting and comparing the results of motion study and time study everywhere will do much to assist toward more ultimate determination of elements. At the present time the problems that management submits to psychology are too indefinite and cover too large a field to be attacked successfully. Coöperation between management standardizers would mean —

1. that all management data would be available to psychologists and physiologists.

2. that such data, being available also to all standardizers, would prevent reduplication of results.

3. that savings would result.

4. that, from a study and comparison of the collected data a trained synthetic mind could build up better standards than could be built from any set of individual data.

5. Savings would result from this.

6. Inventions would also result.

7. Savings would again result from these.

8. All of these various savings could be invested in more intensive study of elements.

9. These more valuable results would again be available to psychologists and physiologists.

This cycle would go on indefinitely. Meantime, all would benefit with little added cost to any. For the results of the psychological and physiological study would be available to all, and investigators in those lines have shown themselves ready and glad to undertake investigations.

Purpose of Standardization. — The purpose of standardizing is the same under all types of management; that is, it is the elimination of waste.

Standardization Frequently Attempted Under Traditional Management. — In much progressive Traditional Management there is an appreciation of the necessity of standardizing tools and equipment, that is to say, of having these on the "duplicate part system," that assembling may be done quickly, and repairs made without delay.

The manager notices some particularly successful man, or method, or arrangement of tools, equipment, or the surroundings, and decides to have a record made thereof that the success may be repeated. These records, if made in sufficient detail, are very valuable. The difficulty is that so often the man making the records does not observe all the variables. Hence the very elements which caused the success may be overlooked entirely.

Value of Standardization Not Appreciated Under Traditional Management. — It is surprising, under Traditional Management, to note, in many cases, the years that elapse before any need for standardization is felt. It is also surprising that, even when some standardization has been done, its importance is seldom realized. The new standard becomes a matter of course, and the management fails to be impressed enough with its benefits to apply the principle of standardization to other fields.

Under Transitory Management Standardization Becomes Constantly More Important. — Not until Motion Study and Time Study have been introduced can the full benefits of standardization be attained. But as soon as the Transitory Stage of Management appears, the importance of standardization is realized. This is brought about largely through the records of individual outputs, which constantly call attention to the necessity of making available to all the methods, tools and equipment of the most successful workers.

Records of Successes Become More Profitable. — The rules which embody successful practice become more profitable as the necessity for more detailed recording of all the variables becomes possible. An appreciation of what scientific motion study and time study will ultimately do affects the minds of the management until the workers are given directions as to methods to be used, and the incentive of extra pay for following directions.

"Systems" Show an Appreciation of Psychology. — The "Systems," standing orders or collections of written directions, that are evolved at this stage have a permanent value. This is especially true when the directions, often called "rules," contain the reason for the rule. There is a decided awakening to the importance of Psychology in this appeal to the reason of the worker. He is not affronted by being forced to follow directions for which he is given no reason and which he has no reason to believe have been scientifically derived. These rules, in a certain typical case, are stated in simple language, some in the form of commands, some in the form of suggestions, and are obviously so prepared as to be understood and obeyed by the workers with the least possible amount of effort, opposition and time. As ample opportunity is given for suggestions, the worker's attention and interest are held, and any craving he may have for self-expression is gratified.

Systems Permanently Useful. — These systems, collections of rules, directions or standing orders are useful even when Ultimate Management is completely installed —

1. for use as records of successful methods which may be scientifically studied for elements.

2. for use by the instruction card clerk in explaining to the men why the rules on the instruction card are given.

Relation of Systems to Standards Should Be Emphasized. — The worker is too often not made to understand the relation of Systems to Standards. The average worker does not object to Systems, because he realizes that the System is a collection of his best, least wasteful methods of doing work. When he can be convinced that standards are only efficient elements of his own methods scientifically studied and combined, any opposition to them will disappear.

The Personal Note of the "System" Should Be Preserved. — Perhaps one thing that makes the typical "Systems" so attractive is the personal note that they contain. Illustrated with pictures of successful work that the workers themselves have done, often containing pictures of the men themselves that illustrate successful methods, with mention of the names of men who have offered valuable suggestions or inventions, they make the worker feel his part in successful results. They conserve the old spirit of coöperation between the master and his apprentices.

The conditions of modern industry make it extremely difficult to conserve this feeling. Scientific Management is successful not only because it makes possible a more effective coöperation than has ever existed since the old "master-and-apprentice" relation died out, but also because it conserves in the Systems the interim channel for personal communication between the various members of the organization.

Systems a Valuable Assistance in Transition to Scientific Management. — One great problem which those introducing Scientific Management have to face is exactly how to make the worker understand the relation of the new type of management to the old. The usefulness of the written system in use in most places where it is planned to introduce Scientific Management as a means of making the worker understand the transition has, perhaps, not been appreciated.

The development of the standard from the system is easy to explain. This being done, all parts of Scientific Management are so closely related that their interrelation can be readily made apparent.

It is the worker's right as well as privilege to understand the management under which he works, and he only truly coöperates, with his will and judgment as well as with his hands, when he feels that his mind is a part of the directing mind.

Standardization Under Scientific Management Eliminates Waste Scientifically. — Under Scientific Management the elimination of waste by the use of standards becomes a science. Standards are no longer based on opinions, as under Traditional Management, but are based upon scientific investigation of the elements of experience.

As James says, in the "Psychology, Briefer Course," page 156, paragraph 4, — "It is obvious and palpable that our state of mind is never precisely the same. Every thought we have of a given fact is, strictly speaking, unique and only bears a resemblance of kind with our other thoughts of the same facts. When the identical fact recurs we must think of it in a fresh manner, see it under a somewhat different angle, apprehend it in different relations from those in which it last appeared."

The Standard the Result of Measurement. — It is obvious, therefore, that a scientifically derived standard can never be the outcome of an opinion. Whenever the opinion returns, the different thoughts with which it would be accompanied would so color it as to change it, and the standard with it. It is obvious, therefore, that a standard must be the result of definite mathematical and other measured proof, and not of an opinion, and that the standard must be in such physical shape that the subject-matter will always be clearly defined, otherwise the ultimate losses resulting from dependent sequences of the standard schedule and time-tables would be enormous.

Successful Standardization Demands Complete Conformity to Standards. — The laws for establishment of standards; the laws of achieving them; the laws for preventing deviations from those paths that will permit of their achievement; the dependent sequences absolutely necessary to perform the complete whole; these have been worked out and given to the world by Dr. Taylor, who recognized, as James has said, page 157, that, "a permanently existing 'Idea' which makes its appearance before the footlights of consciousness at periodic intervals, is as mythological an entity as the Jack of Spades." The entire organization from the highest to the lowest must conform to these standards. It is out of the question to permit the deviations resulting from individual initiative. Individual initiative is quite as objectionable in obtaining the best results, — that is, high wages and low production cost, — as service would be on a railroad if each locomotive engineer were his own train despatcher, determining at what time and to what place he would go.

Initiative Provided For. — There is a distinct place for initiative in Scientific Management, but that place is not outside of the planning department, until the planning department's method has been proved to be fully understood by achieving it. The standards must be made by the men to whom this work is assigned, and they must be followed absolutely by the worker. He is willing to follow them, under Scientific Management, because he realizes that a place for his suggestions is supplied, and that, if his suggestions are accepted, they will be incorporated into the new standards which must then be followed by all thereafter.

Standardization Applies to the Work of All. — It is important to note that standardizing is applied to the work of all. This, if understood by all, will do away with all question of discrimination or the lack of a "square deal." It will make the worker feel ready to follow his standard exactly, just as he knows the manager is following his. So, also, the worker should be made to realize that the very fact that there is a standardization means, under Scientific Management, that that applies to every man, and that there is no discrimination against him in any possible way.

Standardization Conserves and Develops Individuality. — Standardization conserves individual capacity by doing away with the wasteful process of trial and error of the individual workman. It develops individuality by allowing the worker to concentrate his initiative upon work that has not before been done, and by providing incentive and reward for inventions.

Waste Eliminated Is Eliminated Permanently. — Scientific Management not only eliminates waste, but provides that waste shall be eliminated for all time in the future.

The standard once written down, there can be no slipping back into the old methods based upon opinions of the facts.

Standardization Under Scientific Management Resembles Standardization of Spelling. — The need for standardization has already been emphasized, but might further be illustrated by the discussions, pro and con, of the question of simplified spelling. Before the days of dictionaries, our spelling was not standardized — it was the privilege of any good writer to spell much as he desired; but the creation of written standards of spelling, that is to say the making of dictionaries, fixed the forms of spelling at that time, that is, created standards. The Simplified Spelling Board is now endeavoring to make some new standards, their action being based upon sufficient reasons for making a change, and also for not changing the spelling of any word until it is determined that the suggested spelling is more advisable than the old spelling.

Just so, under Scientific Management, the best known standards are used continuously until better have been discovered. The planning department, consisting of the best men available, whose special duty it is to create new standards, acts as does the Simplified Spelling Board, as a court of appeals for new standards, which must pass this court before they can hope to succeed the old, and which must, if they are to be accepted, possess many elements of the old and be changed only in such a way that the users can, without difficulty, shift to the new use.

Under Scientific Management Nomenclature Is Standardized. — Under Standardization in Scientific Management the standardization of the nomenclature, of the names and of the terms used must be noted. The effect of this upon the mind is excellent, because the use of a word very soon becomes a habit — its associations become fixed. If different names are used for the same thing, — that is to say, if different names are used indiscriminately, the thing itself becomes hazy, in just such a degree as it possesses many names. The use of the fixed term, the fixed word, leads to definiteness always. Just so, also, the Mnemonic Symbol system in use by Scientific Management, leads to swift identification of the subdivision of the classification to which it is applied, and to elimination of waste in finding and remembering where to find any particular thing or piece of information desired. By it may be identified "the various articles of manufacture and papers relating to it as well as the operations to be performed on each piece and the various charges of the establishment."

Mnemonic Symbols Save Time and Effort. — These Mnemonic Symbols save actual motions and time in speaking and writing, and save time in that they are so designed as to be readily remembered. They also save time and effort in that the mind accustomed to them works with them as collective groups of ideas, without stopping to elaborate them into their more detailed form.

Standard Phraseology Eliminates Waste. — As typical of the savings effected by standardization, we may cite a lineman talking to the Central Telephone Office: —

"John Doe — 1234 L. Placing Extension Station," This signified — "My name is John Doe, I am telephoning from number 1234, party L. I have finished installing an extension station. Where shall I go next?"

In the same way standard signals are remembered best by the man who signals and are understood quickest by the man who receives them, with a direct increase in speed to the work done.

Standard Man Is the Man upon Whom Studies Are Made. — The standard man is the ideal man to observe and with whom to obtain the best Motion Study and Time Study data. He is the fastest worker, working under the direction of the man best informed in the particular trade as to the motions of best present practice, and being timed by a Time Study Expert.

Relation Between the Standard Man, the First-Class Man, the Given Man and the Task. — The "first-class man" under Scientific Management means the man who is best fitted by nature and by training to do the task permanently or until promoted.

The "given man" is the man who is actually put to work at the task, whether or not he is well fitted for its performance.

The "task" is that percentage of the standard man's achievement that the given man to whom the task is to be assigned can do continuously and thrive, that he can do easily enough to win his bonus without injuring himself, temporarily or permanently, in any way.

Writing the Standard Means for Conveying Information. — Under Scientific Management, and even in the early stages of Transitory Management, writing is the standard means of conveying information.

All orders, without exception, should be in writing. This insures that the "eye workers" get their directions in the most impressive form; does away with the need of constant oral repetition; eliminates confusion; insures a clear impression in the mind of the giver as well as of the receiver of the order as to exactly what is wanted; and provides a record of all orders given. Putting the instructions in writing in no way precludes utilizing the worker's natural aptitude to learn by imitation, for he also always has the opportunity to watch and imitate the workings of the functional teachers as well as his scientifically taught fellow-workers.

The Instruction Card the Standard Method of Conveying Instructions as to the Task. — The records of the work of the standard man are contained in data of the Motion Study and Time Study department. These records, in the form in which they are to be used by the man who is to perform the task, are, for the benefit of that man, incorporated in what is known as the instruction card.

Definition of the Instruction Card. — The instruction card is a set of directions for the man, telling him what he is to do, how he is to do it, how long it should take him to do it, and what he will receive for doing it, and giving him an opportunity to call for, and obtain, assistance the instant that he finds he cannot do it, and to report back to the managers as to how he has succeeded in the performance.

The Instruction Card has been called "a self-producer of a predetermined product."

Comparative Definition of Instruction Cards, Under Scientific Management. — There are three types of Instruction Cards, which may be described as follows:

Type One: — Largely geographical, telling

1. Where to Work.

2. From Whom to Take Orders.

3. What to Do.

Type Two: — Typical engineer's specification, — telling

1. Results desired.

2. Qualities of Products.

Type Three: — A list of elementary, step-by-step instructions, subdivided into their motions, with time allowed for each timable element, preferably for each motion, and a division between

1. Getting ready.

2. Making or constructing.

3. Clearing up. This is the only type used by Scientific Management.

Directions, Pay Allowance and Time Allowance Essential. — The Instruction Card under Scientific Management must contain directions, and state the pay allowance and time allowance.

Directions as to how the work shall be done eliminate waste by cutting out all wrong methods and prescribing the right method exactly.

The setting of a time in which the work is to be done is a great stimulus to the worker, and is also necessary, because upon the attainment of this set time depends the ability of the managers to pay the bonus to the worker, and also to maintain a schedule, or time-table, that will make possible the maintaining of necessary conditions for others, in turn, to earn their bonuses. It cannot be too often emphasized that the extra wages are paid to the men out of the savings, and are absolutely dependent upon the fact of there being savings. It is only when the worker does the work within the time prescribed, that the managers do save enough to warrant the payment of the extra wages that compensate the man for doing the stipulated quantity of work.

The instruction card contains a statement of the wage or bonus that will be earned for the complete performance of the task set therein, thus furnishing an incentive at the time that the work is done.

Standard Division of Instruction Card Necessary. — There are many reasons for dividing an instruction card in the present standard way, namely, —

(a) to reduce the amount of time study observation necessary to be taken,

(b) to reduce the difficulties of synthesizing the time studied element,

(c) to locate quickly just where the worker needs help and instruction to enable him to achieve his task,

(d) to keep up the interest of the worker by having short time elements with which to measure his relative ability,

(e) to present the subject-matter of instruction in such natural subdivisions that resting places are automatically provided that allow the mind to recover from its absorption of each subdivision. This provides definite stopping places between co-related units of instruction holding the attention as a complete unit against distraction, and a complete resting place between subdivisions that permits the mind to relax and wander without losing complete grasp of each unit as a whole.

Detailed Instruction Educative. — The greater the perfection of the detail of the instruction card, the greater the educative value of this plan of management. The educative value of the instruction card will be discussed at length under Teaching.

Those inexperienced in Scientific Management have complained that the detail of Instruction Cards and other parts of Scientific Management is tiresome. Dr. Taylor has answered such objectors in Discussions, and also in his own directions for planning the Instruction Card, which are to be found in "Shop Management."

The advantages of the detailed instruction card are more than might appear on the surface. Not only does the man whose attention is easily distracted keep to his work better if he is told every possible detail, but also the cards when filed can be taken out again, and every detail and item of the method reviewed at length and revised if necessary.

The experienced worker who gets to know the instruction by rote is not bothered by extreme detail. On the contrary, he grasps it at a glance, and focuses his mind upon any new feature and upon the speed and exactness of muscular action needed for compliance with the card.

Language of Instruction Card Important. — The language in which instructions and commands are transmitted on the instruction card is of sufficient importance to warrant careful consideration. It would be helpful if the instruction card clerk and the man who is to use the instruction cards were both masters of English, but this is hardly to be expected. The best substitute for such special English training is a "System" for the use of the instruction card clerk that will give him some outline of English that will by degrees make his wording terse, simple and unambiguous.

He should be impressed with the value of short sentences, and of sentences that will require no punctuation other than a period at the end. The short sentence is the most important step toward brevity, terseness, conciseness and clear thinking.

The second most important feature is that the instruction card clerk always uses the same standard wording for the same instructions. Repetition of phrasing is a virtue, and the use of the same word for the same thing and the same meaning repeatedly is very desirable. The wording, phrasing and sentencing should be standard wherever possible.

Standard Phrasing Desirable. — After a short time a phrase or sentence that is often repeated will be recognized as quickly as will a word or a letter. Men who cannot read and write at all are comparatively few. Men who can read and write but little are many. It is entirely possible to teach such men standard groupings, which they can recognize on the Instruction Card and use in a very short time.

For example, — laborers who do not even know their alphabets will learn quickly to read setting marks on cut stone.

Just as mnemonic symbols save time and effort, so standard phrasing aids toward finding out what is to be done, and remembering how it is to be done. ⁵ Both of these can be accomplished if the standardization is so complete that directions can be read and remembered almost at a glance. ⁶

Specific Terms Helpful. — To be most effective, directions should be in the imperative form, and in specific terms.

The history and growth of language shows that the language of the savage consisted of vague general terms as compared to the specific individual terms of the modern language of civilized man. There are examples to be seen on every hand to-day where the oral language of instructions and orders to proceed, that are given to the worker, are still more vague, comparatively, than the language between savages.

Similarity of Form and Shape Advisable. — As for the form and shape, as Dr. Taylor says, "anything that will transmit ideas by sketch or wording will serve as an instruction card." He advises, however, taking advantage of the saving in time to be gained by having the instruction cards as nearly alike as possible. They may, for convenience' sake, vary as to length, but in width, ruling, spacing and wording they should be as nearly alike as possible.

Standard Surroundings Valuable. — Standard environment, or surroundings, of the worker are valuable for two reasons:

1. Because they directly increase output by eliminating everything which might distract attention or cause needless fatigue, and by assisting in the attainment of more output by having the best possible surroundings for greater output.

2. Because all surroundings suggest an easy achievement. Knowing that everything has been done to make his work possible and easy, the worker feels this atmosphere of possibility and ease around him, and the suggestive power of this is strong.

Unnecessary Fatigue Should Be Eliminated. — The walls, appliances and furniture, and the clothing of the worker should be of that color which will rest his eyes from the fatigue of the work. All unnecessary noise should be eliminated, and provision should be made, where possible, that the workers may enjoy their sleep or their rest hours in perfect quiet.

Records show the value of having quiet reign in and near the camp, that the workers may not be disturbed. Even though they are not disturbed enough to be waked up, every noise that is registered in the brain affects the body, for it is now conceded that the body reflects every phase of mental activity.

All Mental States Affect Bodily States — Dr. Stratton says: "It is now generally accepted that the body reflects every shade of psychic operations; that in all manner of mental action there is some physical expression." ⁷ All consciousness is motor "is the brief expression of this important truth; every mental state somehow runs over into a corresponding bodily state."

Elimination of Worry Assists in Concentrating Attention. — The more fireproof the building, and the more stable the other conditions, the greater the efficiency of the inmate. Burglar-proof buildings not only actually induce better sleep, in that possible intrusions are eliminated, but give a state of mental peace by the removal of apprehension. So also, a "germ proof" house is not only really more healthful for an inmate, but eliminates worry over possible danger of ill health. The mental health of the worker not only controls, in a measure, his physical health, but also his desire to work. Having no distractions, he can put his mind upon that which is given him to do.

Distracted Attention Causes Fatigue. — The attention of the worker is apt to be distracted not only by recognized dangers, such as burglars, fires, and disease, but also by other transitory things that, involuntarily on his part, take his mind from the work in hand. A flickering light distracts the attention and causes fatigue, whether we have consciously noticed it or not. Many things are recorded by the senses without one's being conscious of them.

For example, the ceasing of a clock to tick, although we have not noticed that it was ticking. Another example is the effect upon the pulse or the brain of being spoken to when asleep.

The flickering lamp of the chronocyclegraph device is much more fatiguing than the steady lamp of plain cyclegraphs.

Proper Placing of Workers Eliminates Distracted Attention. — Workers must be placed so that they do not see intermittently moving objects out of the corners of their eyes. In the early history of man it was continuously necessary to watch for first evidence of things behind one, or at a distance, in order to be safe from an enemy. From generations of survival of the most fit there have developed human eyes most sensitive to moving objects that are seen out of the corner of the eye. Even civilized man has his attention distracted quickest, and most, by those moving objects that he sees the least distinctly, and furthest to one side from the direction in which he is looking.

The leaf that moves or the grass that trembles may attract the attention where seen "out of the corner of the eye" to a point where it will even cause a start and a great fear.

As an example of the distracting effect of moving objects seen "out of the corner of the eye," try reading a book facing a window in a car where the moving scenery can be seen on each side of the book. The flitting object will interrupt one, one cannot get the full meaning out of what one is reading — yet if one lays down the book and looks directly at the scenery, the mind can concentrate to a point where one does not see that moving scenery which is directly in front of the eyes.

There is a great difference in this power of sensitiveness of the corners of some workers' eyes from that of others. The first move of Scientific Management is to place and arrange all workers, as far as is possible, in such a position that nothing to distract them will be behind them, and later to see that the eyes of workers are tested, that those whose eyes are most sensitive may be placed accordingly.

This Elimination May Take Place in All Kinds of Work. — The necessity of removing all things which will distract the attention is as great for the brain worker as for the shop or construction worker. All papers that attract the eye, and hence the attention, should be cleaned from the desk, everything except that on which the worker is working. The capability of being distracted by the presence of other things varies in all workers.

In using the dictaphone, one can do much better work if one is in a room where there is little or nothing to distract attention. An outline of work ahead, may tempt to study and planning of what is ahead, rather than to carrying out the task scheduled for immediate performance. The presence of a paper with an outline merely of what is being done is found to be a great help, as the eye can rest on that, and after a few moments, will become so accustomed to it that the whole attention will be given to the dictating.

Benefits of Eliminating "Decision of Choice." — There is always time lost by "decision of choice." The elimination of this is well illustrated by the bricks that are piled on the packet, which decides for the bricklayer which brick is next, making an obvious sequence, hence the saving of time of decision regarding motions, also the saving coming from the play for position. Oftentimes a handicap of slow mental action can be compensated for, in a measure, by planning ahead in great detail. In this way, if the plan is made sufficiently in detail, there is absolutely no time possible left to be wasted in "decision of choice." The worker goes from one step to another, and as these steps are arranged logically, his mind does not tend to wander away, but to keep on in an uninterrupted sequence to the goal.

Standard Equipment Important. — As for equipment, the phenomena of habit are among the most important features of the psychology of management and the possibilities of the elimination of unnecessary waste resulting from taking advantage of this feature is possible only when the equipment, surroundings and methods of the worker are standardized. Therefore the insistence upon standardization, even down to the smallest things, is vital for achieving the greatest output.

For example, — suppose the keys of the monotype machine, piano or typewriter were not located permanently in the same relative position. Consider the loss of time in not being able to use habits in finding each key. Such an arrangement sounds ridiculous on the face of it, yet it is a common practice for many operators, especially of monotype machines, to make a complete mental decision as to the muscles and fingers with which they will strike the desired key.

Imagine the records of output of a typist who was using a different keyboard every day, if there were that many kinds of keyboards. It is easy for anyone to conceive the great advantages of standard keyboards for such machines, but only those who have made a study of output of all kinds of workers can fully realize that similar differences in sizes of output are being produced by the workers of the country for lack of similar standardization of working conditions and equipment.

Utmost Standardization Does Not Make "Machines" of the Workers Operating Under It. — The attention of those who believe that standardization makes machines out of the workers themselves, is called to the absence of such effect upon the typist as compared with the scribe, the monotype and linotype operator as compared with the compositor, and the mechanical computing machine operator as compared with the arithmetician.

Standard Methods Demand Standard Tools and Devices. — Habits cannot be standardized until the devices and tools used are of standard pattern. It is not nearly so essential to have the best tools as it is to have standard tools. ⁸ Experience in the hospitals points to the importance of this fact in surgery. Tools once adopted as standard should not be changed until the improvement or greater efficiency from their use will compensate for the loss during the period of "breaking in" the user, that is, of forming new habits in order to handle strange tools. As will be brought out more fully under "Teaching," good habits are as difficult to break as bad ones, the only difference being that one does not usually desire to break good ones. Naturally, if a new device is introduced, what was an excellent habit for the old device becomes, perhaps, a very bad habit for the new device. There must come a time before the manipulation of the new device has become a habit when output will go down and costs will go up. It is necessary, before introducing this device, to investigate whether the ultimate reduction of costs will be sufficient to allow for this period of lower production. It is not fair, however, to the new device or method really to consider its record until the use of it has become such a habit with the workers as was the use of the old device.

No one who has not made a study of cutting tools can realize the crying need for standardizing in that field. Dr. Taylor says, writing in the Revised "Shop Management" of 1911, — "Hardly a shop can be found in which tools made from a dozen different qualities of steel are not used side by side, in many cases with little or no means of telling one make from another." ⁹ The effect of the slightest variation in the shape or the method of handling the tool upon the three dimensions of the work that the tool can do in a given time, is astounding. ¹⁰ More important, from the psychological point of view, is the effect upon the mind of the worker of seeing such unstandardized equipment; of having to stop to select the particular tool that he desires, and thus having his attention distracted from his work; and of knowing that his act of judgment in so selecting is of no permanent value, as the next time he needs a similar tool he will probably have to reselect.

Standard Clothing a Crying Need. — There is a great need today for standardization in the field of clothing. The idea prevalent that wearing apparel is attractive only when it is "different" is unfortunate in its influence upon the cost of living. How much more unfortunate is it, when it affects the mind of the worker, and leads him to look upon standard working clothes with distaste.

To a careful observer, there is nothing more disheartening than a study of workers' clothes, especially the clothes of women workers. Too warm clothes where work requiring high temperature is done, with no provision for adding needed wraps for the trip home; high-heeled shoes where the worker must stand at her task for hours at a time; tight waists and ill fitting skirts, where every muscle should have free play, — these are but examples of hundreds of places where reforms are needed.

Little or no blame attaches to the worker for this state of affairs. Seldom, if ever, does the management attempt to standardize working clothes. Moreover, the underlying idea is not made clear that such clothes bear no resemblance to the meaningless uniforms which are badge and symbol of service. They resemble rather the blouse or pinafore of the artist, the outfit of the submarine diver or the fireman.

The Sports Present a Fine Example of This. — The greatest advance toward standardizing clothing has come in the sports, which, in many respects, present admirable object-lessons. In the tennis court, on the links, on the gridiron, the diamond, or track, the garment worn of itself does not increase fatigue. On the contrary, it is so designed as not to interfere with the efficiency of the wearer.

Management Should Provide Clothing Standards. — Under Ultimate Management the most efficient clothing for any kind of work will be standardized. The expense of such articles of clothing as will add to the quantity or quality of output will, directly or indirectly, be borne by the management, just as it now bears the expense for equipment and tools. These essentials being supplied, and the underlying dignity and importance of standardization understood, the worker will gladly conform, and supply the minor accessories.

Such Standards Must Apply to All. — It is of the utmost importance that such standardization, when adopted, should apply to the clothing of all, managers as well as employés. When the old pride in the "crafts" returns, or when efficiency is as universal in the industrial world as it is in the world of sport, — then one may look for results.

Effects of Such Standards Enormous. — The effect which such standardized clothing would have on the physical and mental well-being of the wearers can scarcely be overestimated. Fatigue would be eliminated, and the old "joy in working" might return. Not being based upon looks alone, — though the æsthetic appeal should not be neglected, — the worker's ability to work more and better with greater content of mind would be the criterion. The success of the clothing would be scientifically measured, the standards improved, and progress itself become standardized.

Standard Methods Eliminate Fatigue. — There is no doubt in the minds of those who have made it a study, that the constant receipt of the same kind of impressions, caused by the same kind of stimulation of the same terminal sense organs, causes semi-automatic response with less resulting fatigue, corresponding to the lessened effort. All methods should, therefore, as far as possible, be made up of standard elements under standard conditions, with standard devices and appliances, and they should be standardized from the standpoint of all of our senses as to color, shape, size, weight, location, position and surface texture, that the worker may grasp at a single thought by means of each or all his senses, that no special muscles or other fatiguing processes need be operated to achieve the standard result desired.

Muscles That Tire Easily Should Be Saved. — It must be remembered that all work should be so arranged that the muscle that changes the position or shape of the eye or the size of its pupil should not be operated except when necessary. Care in planning can oftentimes standardize conditions so as to relieve these and other muscles, which grow tired easily, or transfer this work to other muscles which are not so easily tired.

Not only do the reactions from such standards require less bodily effort, but it also requires less mental effort to work under methods that are standardized. Therefore, both directly and indirectly, the worker benefits by the standardization.

Rest from Fatigue Is Provided for Scientifically. — Scientific Management provides and prescribes rest for overcoming fatigue of the worker more scientifically and economically than he could possibly provide it for himself. Weber's law is that "our power of detecting differences between sensations does not depend on the absolute amount of difference in the stimuli, but on the relative amount."¹¹ The additional fatigue from handling additional weights causes fatigue to increase with the weight, but not in direct proportion to the extra weight handled. When the correct weight of the unit to be handled has been determined, the additional weight will cause fatigue in quantities greater in proportion than the extra weight handled.

Rest Periods Arranged for Best Good of Work and Worker. — If possible, rest from fatigue is so arranged as to interfere with work the least. The necessary rest periods of the individuals of a gang should come at that period of the cycle that does not cause any allowance to be made for rest in between the performance of the dependent operations of different members of the gang. Such an arrangement will enable the worker to keep a sustained interest in the work.

Work with Animals Should Be Standardized. — The necessity for standardizing work with animals has been greatly underestimated, although it has been done more or less successfully in systems for construction work. For work with horses and carts, the harnesses and the carts should be standardized and standards only should be used. The instruction card dealing with the action, motions and their sequence should be standard to save time in changing teams from the full to the empty cart and vice versa. While standardized action is necessary with men, it is even more necessary for men in connection with the work of animals, such as horses, mules and oxen. The instruction card for the act of changing of teams from an empty cart to a full cart should state the side that the driver gets down from his seat to the ground, the sequence in which he unhooks the harness and hooks it up again, and the side on which he gets up to his seat in the cart. Even the wording of his orders to his horse should be standardized.

While this book will deal with the human mind only, it is in order to state that a book could be written to advantage on training the horse by means of a standard man-horse language and a standard practice of their combined action.

Animals have not the capacity for forming new habits that they have for remembering the sequence of former acts. They have little ability to adapt themselves to a sequence of motions caused by unexpected conditions, unless those conditions suggest the opportunity of revenge, or the necessity of self-preservation, or immediate welfare. This is only touched upon here from the man side.

Naturally, the output earning power of a man working with animals depends largely upon the handling of the animal, and the man can never attain his full output, or the managers get what they might expect to get from the man-horse combination, until the psychology of the horse, or mule, or elephant, or whatever animal is used, is also studied and combined with the other studies on Scientific Management.

An example of the benefits of standardized work with animals: — The standard fire signals in the Fire House cause such perfect horse action that fire horses always have a reputation for superior intelligence.

The Worker Who Is Best Suited for His Work in the Performing Department Is Incapable of Discovering the Best Method. — An exaggerated case of the result of leaving the selection of the method to the worker is that of the West Indian negro who carried the wheelbarrow on his head. ¹² This well-known example, though it seems impossible and absurd, is no more inefficient than are hundreds of methods in use in the industrial world to-day.

Under Scientific Management Quality Is Standardized. — Scientific Management determines exactly what quality as well as what quantity of work is needed, and the method prescribed is that one not only of lower costs, but which fits the particular need of the particular occasion most accurately.

Workers are kept under pressure for quality, yet the pressure is not irksome, because the worker understands exactly what quality is desired, and what variations from exactness are permitted.

Variations in Quality or Exactness Indicated by Standard Signs. — All dimensions on the drawings of work have either a letter or symbol or plus or minus signs. There is much to be said about the effect this has on the worker.

1. It gives the worker immediate knowledge of the prescribed quality demanded.

2. He does not have to worry as to the maximum variation that he can make without interfering with his bonus.

3. There is no fear of criticism or discharge for using his own faulty judgment.

Scientific Management Has a Standard "Method of Attack." — We must note next the standard "method of attack" in Scientific Management. It is recognized that sensations are modified by those that come before, by those that come simultaneously, and by those that follow. The psychic effect of each and every kind of sensation depends upon what other sensations have been experienced, are being experienced at that time, or will presently be experienced. The scientific manager realizes this, and provides for the most desirable sequence of sensation; then, having seen, to the best of his ability, that the sensation occurs at the time which he desires it to occur, he provides for concentration upon that one sensation and elimination of all other thoughts or desires.

Professor Faraday says: "That part of self-education which consists in teaching the mind to resist the desires and inclinations until they are proved to be right is the most important of all." How this is shown under Scientific Management will be shown in "Teaching." It is sufficient to say here that the method of attack of Scientific Management is to eliminate all possible bodily as well as mental exertion, — to cut down motions, to cut down even sensations and such mental acts as visualizing. The object is, not so much to eliminate these motions and these sensations, and this visualizing from the life of the worker, as simply to use up less energy in producing the output. This allows the worker an extra supply of energy upon which to fall back to produce greater output and to get greater wages. If his energy is not all utilized in his working hours, then, as will be shown more clearly under "Welfare," there is that much more left for him to enjoy in his own leisure time.

Result to the Work. — Under Traditional Management, where standards are not established, the worker is constantly delayed by the necessity for decision of choice, by the lack of knowing what should be chosen, and by a dearth of standard equipment, materials and tools from which to choose.

Under Transitory Management, with the introduction of standards, the elimination of delays and the provision for standard surroundings and supplies of all kinds, comes increased output of the desired quality.

Under Scientific Management, not only is output increased and quality assured, but results of work can be predicted. ¹³

Results to the Worker. — Results from standardization to the worker under Traditional and Transitory Management are the same as, and are included in, results under Scientific Management.

State of Worker's Feelings Improved. — Under Scientific Management the state of the employé's feelings is improved by the standardization. It is a recognized fact that mental disturbance from such causes as fear of losing his job will sometimes have the same ill effect upon a workman as does overwork, or insufficient rest for overcoming fatigue. It will occasionally wear upon the nervous system and the digestive organs. Now Scientific Management by standardization removes from the workman this fear of losing his job, for the worker knows that if he conforms to the standard instructions he certainly will not lose his position unless the business as a whole is unsuccessful.

On the other hand, feelings, such as happiness and contentment, and even hearing rhythmic sounds, music, etc., are an aid toward increasing output. For the best results, therefore, under Scientific Management the worker is furnished with standard conditions; his train of ideas is held upon the work in hand without interruption, and the working conditions are such that the managers furnish the worker with inducements to conform to the standard conditions happily.

Worker's Retentive Power Increased. — We note in the second place, the increased retentive power of anyone who is working with standards. There is great difference between different people of the same degree of intelligence as to their ability to memorize certain things, especially such as sequences of the elements of a process. This lack of retentive power is illustrated particularly well in the cases often found where the student has difficulty in learning to spell. It is here that the standard instruction card comes into play to good effect. Its great detail remedies the defect in memorizing of certain otherwise brilliant workers, and its standard form and repetition of standard phrases aid the retentive power of the man who has a good memory.

Standard Elements Serve as Memory Drills. — This use of standardized elements makes the time elapsing between repetitions shorter, for, while it may be a long time before the worker again encounters the identical work or method, still, the fact that elements are standard means that he will have occasion to repeat elements frequently, and that his memory will each time be further drilled by these repetitions.

Gang Instruction Card an Aid to Memory. — The gang instruction card has been used with good effect at the beginning of unfamiliar repetitive cycles of work to train the memory of whole gangs of men at once, and to cut down the elapsed time from the time when one man's operation is sufficiently completed to permit the next man to commence his. It has been found, in the case of setting timbers in mill construction for example, that to have one man call out the next act in the sequence as fast as the preceding one is finished, until all have committed the sequence to memory, will materially decrease the time necessary for the entire sequence of elements in a cycle of work.

Individual Instruction Card an Inanimate Memory. — The instruction card supplies a most accurate memory in inanimate form, that neither blurs nor distorts with age.

The ranter against this standard memory is no more sensible than a man who would advocate the worker's forgetting the result of his best experience, that his mind might be periodically exercised by rediscovering the method of least waste anew with each problem.

Other things being equal, that worker has the longest number of years of earning power who remembers the largest number of right methods; or at least remembers where to find them described in detail; and, conversely, those who have no memory, and know not where to look for or to lay their hand on the method of least waste, remain at the beginning of their industrial education. "Experience," from an earning standpoint, does not exist when the mind does not retain a memory of the method. The instruction card, then, acts as a form of transferable memory — it conserves memory. Once it is made, it furnishes the earning power without the necessity of the former experience having been had more than once.

Plans, details, free-hand sketches, and two-dimension photographs surpass the highest form of mental imagery, and such cultivated imagery is undoubtedly a high achievement. There is no kind of memory, visualization, nor constructive imagination that can equal the stereoscopic or three-dimension photographs that may accompany the instruction card for enabling the worker to "see the completed work before it is begun." Probably the greatest hindrance to development of lower forms of animal life is their inability to picture past experiences, and the reason for the intellectual strides made by the worker under Scientific Management is the development of this faculty.

A Conserver of Individual Memories. — Many people believe that the memory of a person ceases at his death. Whether this is so or not, the loss to the world, and particularly the industrial world, of not having the instruction card for the passing on of the worker's experience to the workers who follow is stupendous and incalculable, and this loss, like so many other losses, can be eliminated by the process of making written standards.

Motor Memory Improved by Standardization. — Not only are the retentive powers of the brain improved, but also the brain centers, and the muscles, etc., become trained through standardization. With standardization a long sequence of muscular motions or operations can be noted at a glance, and can be remembered without difficulty.

Standards Prevent Men from Becoming Machines. — Those who object to the worker taking advantage of these scientifically derived standards which aid the memory, can only be compared to such people as desire the workers to turn into unthinking animals. Psychologists believe that some of the lower animals have no memory. Turning the workers into machines which do not in any way utilize thought-saving devices is simply putting them but little above the class of these lower, memory-less, animals.

Through Standards the Worker's Attention Is Gained at the Start. — The general act of attention plays an important part in Scientific Management. The insistence upon standardized performance requires the utmost attention at the beginning of learning a new method of performance. This extra output of mental activity, which is always required for accomplishing new methods of work, could not be continuously maintained, but after the new method has once been learned, its repetition requires less attention, consequently less fatigue. The attention of the worker is, therefore, strongly demanded at the beginning and when, later, it is not needed except for new and unfamiliar work, an opportunity arises for invention and mental advancement.

Attention Allowed to Lapse and Then Recalled. — Standardization shifts the objects of attention and eliminates the need for constant concentration. The standardization of processes relieves the worker to a marked extent from the extremely fatiguing mental effort of unproductive fixed, valueless, and unnecessary attention on the stream of consciousness. The repeated elements which form a part of all standards reconcentrates the attention if it is allowed to lapse.

Standardization Eliminates the Shifting Viewpoint. — Under old-time Traditional Management the way that the man happened to feel at the particular time made a great difference, not only in his work, but in his relations with other men. The standardization not only of the relationship between the men, but of the relationships between the foreman, the manager, and the worker, the fact that the disciplining is put in the hands of a man who is not biased by his personal feelings in his dealings with the men; — all of these things mean that the viewpoint of the men as to their work and their relationship remains fixed. This standardizing of the viewpoint is an enormous help toward increasing output.

The Common Viewpoint Is an Impetus. — There are those who believe that the concerted standard process of thought of the many minds assists the operation of any one mind. However this may be, there is no doubt that the fact that the standard thought is present in all minds at one time at least eliminates some cause for discussion and leads to unity and consequent success in the work.

Invention Is Stimulated. — Chances for invention and construction are provided by standardization. ¹⁴ By having a scientifically derived standard method as a starter, the worker can exert much of his mental power toward improvement from that point upward, instead of being occupied with methods below it and in wasting, perhaps, a lifetime in striving to get up to it,¹⁵ this in distinction to the old plan, where a worker knew only what he could personally remember of what had been handed down by tradition, tradition being the memory of society. Under Scientific Management a worker has many repetitions of experience, some of which he does not always recognize as such. When he does recognize them, he has the power and daring for rapid construction that come to those only who "know that they know."

Standardization of ultimate subdivisions, as such, brings that power to the worker sooner. The conscious knowledge of familiarity of process is an essential for attaining the complete benefits of experience.

Far from making machines out of the men, standardization causes a mental state that leads to invention, for the reason that the worker's brain is in most intimate contact with the work, and yet has not been unnecessarily fatigued by the work itself. No more monotonous work could be cited than that of that boy whose sole duty was to operate by hand the valve to the engine, yet he invented the automatic control of the slide valve used throughout the world to-day.

Standardization Prevents Accidents. — The results of standardization so far given, concern changes in the worker's mental capacity, or attitude. Such changes, and other changes, will be discussed from a different viewpoint under "Teaching." As for results to the worker's body, one of the most important is the elimination of causes for accidents.

The rigid inspection, testing, and repairing provided for by Scientific Management provides against accidents from defects in equipment, tools, or material. The fact that instructions are written, provides against wrong methods of handling work. ¹⁶ The concentrated attention caused by standardization, is a safeguard against accidents that occur from the worker's carelessness.¹⁷ The proper allowance of rest for overcoming fatigue, insures that the worker's mind is fresh enough to enable him to comply with standards, and, finally, the spirit of coöperation that underlies Scientific Management is an added check against accidents, in that everyone is guarding his fellows as well as himself.

Progress of Standardization Assured. — As Scientific Management becomes older, progress will be faster, because up to this time there has been a hindrance standing in the way of rapid advancement of the best standards. This hindrance has been the tendency of habits of thought coinciding with former practice. For example, the design of concrete building for years followed the habit of thinking in terms of brick, or wood, or steel, and then attempting to design and construct in reinforced concrete. Again, in the case of the motor car, habits of thinking in vehicles drawn by animals for years kept the design unnecessarily leaning toward that of horse vehicles. As soon as thought was in terms of power vehicles, the efficient motor truck of to-day was made, using the power also for power loading and power hoisting, as is now done in motor trucks specially designed for transporting and handling pianos and safes. So, also, while the thought was of traditional practice, standard practice was held back. Now that the theories of standardization are well understood, standardization and standards in general can advance with great rapidity.

 1. Compare R.T. Dana and W.L. Sanders, Rock Drilling, chap. XVI.

 2. The idea of perfection is not involved in the standard of Scientific Management. Morris Llewellyn Cooke, Bulletin No. 5, of The Carnegie Foundation for the Advancement of Teaching, p. 6.

 3. Cost of Manufactures.

 4. Sully, The Teacher's Handbook of Psychology, pp. 290-292.

 5. C.B. Going, Methods of the Sante Fé, p. 66.

 6. For desirability of standard signals see R.T. Dana, Handbook of Steam Shovel Work, p. 32.

 7. Stratton, Experimental Psychology and Culture, pp. 268-269.

 8. F.W. Taylor, Shop Management, para. 285, Harper Ed., pp. 123-124.

 9. F.W. Taylor, Shop Management, revised 1911, pp. 124-125.

10. F.W. Taylor, On the Art of Cutting Metals, A.S.M.E., No. 1119.

11. Stratton, Experimental Psychology and Culture, p. 11.

12. Mary Whiton Calkins, A First Book in Psychology, p. 65.

13. C.G. Barth, A.S.M.E., Vol. 25, Paper 1010, p. 46.

14. Charles Babbage, On the Economy of Machinery and Manufactures, Secs. 224-225. Adam Smith, Wealth of Nations, Book 1, chap. 1, p. 4.

15. F.W. Taylor, paper 1119, A.S.M.E., para. 51; para. 98-100.

16. F.A. Parkhurst, Applied Methods of Scientific Management, Industrial Engineering, Oct. 1911, p. 251.

17. H.L. Gantt, paper 928, A.S.M.E., para. 15.

Definition of Record. — A record is, according to the Century Dictionary — "something set down in writing or delineated for the purpose of preserving memory; specifically a register; an authentic or official copy of any writing, or an account of any fact and proceedings, whether public or private, usually entered in a book for preservation; also the book containing such copy or account." ¹ The synonyms given are "note, chronicle, account, minute, memorandum."

Few Written Records Under Traditional Management. — For the purposes of this preliminary study of records, emphasis will be laid on the fact that the record is written. Under Traditional Management there are practically no such labor records. What records are kept are more in the nature of "bookkeeping records," as Gillette and Dana call them, records "showing debits and credits between different accounts." In many cases, under Traditional Management, not even such records of profit or loss from an individual piece of work were kept, the manager, in extreme cases, oftentimes "keeping his books in his head" and having only the vaguest idea of the state of his finances.

Importance of Records Realized Under Transitory Management. — As has been amply demonstrated in discussing Individuality and Standardization, the recognition of the value of records is one of the first indications of Transitory Management. Since this stage of management has Scientific Management in view as "a mark to come to," the records evolved and used are not discarded by Scientific Management, but are simply perfected. Therefore, there is no need to discuss these transitory records, except to say that, from the start, quality of records is insisted upon before quantity of records.

No "Bookkeeping" Records Under Scientific Management. — Under Scientific Management there are no "bookkeeping records" kept of costs as such. Instead, there are "time and cost records," so called, of the time and efficiency of performance. From these, costs can be deduced at any time. Items of cost without relation to their causes, on work that is not to be repeated, have little value. Cost records, as such, usually represent a needless, useless expenditure of time and money. It must be emphasized that Scientific Management can in no way be identified with "cost keeping," in the sense that is understood to mean aimlessly recording unrelated costs. Under Scientific Management costs are an ever-present by-product of the system, not a direct product.

Records Must Lower Costs and Simplify Work. — The quantity of records that should be made depends on the amount, diversity and state of development of the work done. No record should be made, which does not, directly or indirectly, actually reduce costs or in some way increase efficiency. The purpose of the records, as of Scientific Management in general, is to simplify work. Only when this is recognized, can the records made be properly judged. Numerous as they may at times seem to be, their number is determined absolutely by the satisfactory manner in which they —

1. Reduce costs.

2. Simplify work.

3. Increase efficiency.

Records of Work and Workers. — Records may be of the work or of the worker ² — that is to say, of material used, tools used, output produced, etc., or of individual efficiency, in one form or another. Records of efficiency may be of workers, of foremen, and of managers, and a record may be made of any man in several capacities; for example, a record is kept of a functional foreman in the form of the work of the men who are under him, while another record might be kept of him as a worker himself; for example, the time being taken that it took him to teach others their duties, the time to learn what was to be done on any new work, etc.

Records of Initiative. — Records of initiative are embodied in the Suggestion Card. Even under advanced Traditional Management the cards are furnished to the men upon which to write any ideas as to improvements. These suggestions are received, and, if accepted, are rewarded.

Under Scientific Management such suggestions become more valuable, for, as has been shown, they are based upon standards; thus if accepted, they signify not only a real, but a permanent improvement. Their greatest value, however, is in the stimulus that they furnish to the worker, in the information that they furnish the management as to which workers are interested, and in the spirit of coöperation that they foster.

The worker receives not only a money-reward, but also publicity, for it is made known which worker has made a valuable suggestion. This indicates that the worker has shown good judgment. His interest is thus stimulated, his attention is held to his work, and the habit of initiative comes to him. That this habit of initiative can be fostered, is shown by the actual fact that in many sorts of work the same man constantly makes suggestions. It becomes a habit with him to look for the new way, and as he is constantly rewarded, the interest is not allowed to diminish.

Records of Good Behavior. — Records of good behavior are incorporated in the White List File. The White List File contains the names of all men who have ever been employed who merit a recommendation, if they should go to work for others, and would deserve to be given work as soon as possible, if they came back. This White List File should be filled out with many details, but even if it contains nothing but a record of the names, and the addresses where the men can be reached when new work starts up, it has a stimulating effect upon the worker. He feels, again, the element of permanence; there is a place for individuality, and not only does the manager have the satisfaction of actually having this list, and of using it, but a feeling that his men know that he is in some way recognizing them, and endeavoring to make them and their good work permanent.

Records of Achievement. — Records of achievement vary with the amount and nature of the work done. Such records are, as far as possible, marked upon programmes.

Records Made by Worker Where Possible. — Wherever possible the worker makes his own records. Even when this is not advisable he is informed of his record at as short intervals as are practicable.³

Records Made on the "Exception Principle." — Much time is saved by separating records for the inspection of the man above, simply having him examine the exceptions to some desired condition, — the records which are exceptionally good, the records which are exceptionally bad. This not only serves as a reward to the man who has a good record, and a punishment for the man who has had a bad record, but it also enables the manager to discover at once what is wrong and where it is wrong, and to remedy it.

The value of the exception principle can hardly be overestimated. It would be of some value to know of exceptionally good or poor work, even if the cause were not known. At least one would be made to observe the signpost of success or of danger. But, under Scientific Management, the cause appears simultaneously with the fact on the record, — thus not only indicating the proper method of repeating success, or avoiding failure, in the future, but also showing, and making clear, the direct relation of cause to effect, to the worker himself.

This Discussion Necessarily Incomplete. — The records mentioned above are only a few of the types of records under Scientific Management. Discussion has been confined to these, because they have the most direct effect upon the mind of the worker and the manager. Possible records are too numerous, and too diverse, to be described and discussed in detail. They constitute a part of the "how" of Scientific Management, — the manner in which it operates. This is covered completely in the literature of Scientific Management, written by men who have made Scientific Management and its installation a life study. We need only further discuss the posting of records, and their effect.

Posting of Records Beneficial. — As has been already noted under Individuality, and must be again noted under Incentives, much benefit is derived from posting records, especially when these are of such a character, or are so posted, that the worker may see at a glance the comparative excellence of his results.

Results of Records to the Work. ⁴ — The results of recording are the same under all forms of management, if the records are correct.

Output increases where records are kept. Under Traditional Management there is the danger that pressure for quantity will affect quality, especially if insufficient records of the resultant quality are kept. Under Transitory and Scientific Management, quality is maintained or improved, both because previous records set the standard, and because following records exhibit the quality.

Results to the Worker. — James says, "A man's social use is the recognition which he gets from his mates. We are not only gregarious animals, liking to be liked in sight of our fellow, but we have an innate propensity to get ourselves noticed, and noticed favorably, by our kind. No more fiendish punishment could be devised, were such a thing physically possible, than that one should be turned loose in society and remain absolutely unnoticed by all the members thereof. If no one turned around when we entered, answered when we spoke or minded what we did, but if every person we met 'cut us dead' and acted as if we were non-existing things, a kind of rage and impotent despair would ere long well up in us, from which the cruelest bodily tortures would be a relief; for these would make us feel that, however bad might be our plight, we had not sunk to such a depth as to be unworthy of attention at all."⁵ This recognition the worker gets partly through the records which are made of him.

Self-Knowledge Attained Through Records. — Through records of output, and especially through charts of such records, and timed motion-picture films, or micro-motion study pictures the worker may, if he be naturally observant, or if he be taught to observe, gain a fine knowledge of himself.

The constant exhibit of cause and effect of the relation of output to, for example, — drink of alcoholic beverages; to smoking; to food values; to nutrition; to family worries; and to other outside influences; — in fact, the effects of numerous different modes of living, are shown promptly to the worker in the form of records.

Two things should here be noted:

1. The necessity of having more accurate records of the worker and the work, that the relation o£ cause to effect may be more precise and authentic.

2. The necessity for so training the worker, before, as well as after, he enters the industrial world, that he can better understand and utilize the lesson taught by his own records and those of others.

Educative Value of Worker Making His Own Record. — Under Scientific Management in its most highly developed form, the worker makes his own records on his return cards and hands them in. The worker thus not only comes to realize, by seeing them and by writing them down, what his records are, but he also realizes his individual position to-day compared to what it was yesterday, and compared to that of his fellows in the same line of work. Further, he gains accuracy, he gains judgment, he gains a method of attack. He realizes that, as the managers are more or less recorders, so also he, in recording himself, is vitally connected with the management. It is, after all, more or less an attitude of mind which he gains by making out these records himself. It is because of this attitude of mind, and of the value which it is to him, that he is made to make out his own record under the ultimate form of management, even though at times this may involve a sacrifice of the time in which he must do it, and although he may work slower than could a specialist at recording, who perhaps would, in spite of that, be paid less for doing the work.

Exact Knowledge Valuable. — We cannot emphasize too often in this connection the far-reaching psychological effect upon the worker of exact knowledge of the comparative efficiency of methods. The value of this is seldom fully appreciated; for example, we are familiar with the many examples where the worker has been flattered until he believes that he cannot make mistakes or do inefficient work. This is most often found where the glowing compliments to the manufacturing department, found in the advertising pages of the magazine and in the praises sung in print by the publicity department, oftentimes ends in an individual overconfidence. This unjustified self-esteem is soon shattered by accurate comparative records.

On the other hand, hazing of the new worker and the sneers of the jealous, accompanied by such trite expressions as — "You can't teach an old dog new tricks," have often destroyed self-confidence in a worker, who, in the absence of accurate records of his efficiency, is trying to judge himself at new methods. The jibes and jokes at the new man at the new work, and especially at the experienced, efficient man at unfamiliar work cease, or at least are wholly impotent, so far as discouraging the man is concerned, provided the worker sees by the records of a true measuring device, or method, that his work compares favorably with others of the same experience, made under the same conditions.

Definition of Programme. — The word "programme" is defined by the Century Dictionary as "a method of operation or line of procedure prepared or announced beforehand. An outline or abstract of something to be done or carried out."

Two Meanings of "Programme" in Management. — The word "programme" has two meanings in management.

1. the work, as it comes to the management to be done

2. the work as it is planned out by the managers, and handed over to the worker to be done.

Programme as here used is a plan for doing work, the plan which the planning department lays out and hands over for the performers, or the workers, to do.

Under Traditional Management No Accurate Programme Is Possible. — Under Traditional Management the plan is at best a repetition of records of unscientifically planned work. The most that the managers can hope to do is to lay out the time in which they expect, after consulting previous elapsed time records, the work to be done. Methods are not prescribed, so there is no assurance that the calendar will be followed, for the times are set by guess, or at best by referring to old unscientifically made records.

Under Transitory Management Calendars Can Be Designed. — Under Transitory Management, with the introduction of systems, that is, records of how the work has been done best at various times, come methods and a possibility of a more exact calendar. There is some likelihood under Transitory System of the work being done on time, as the method has been considered and, in many cases, is specified.

Under Scientific Management Accurate Calendars Possible. — Under Scientific Management programmes are based on accurate records scientifically made and standardized, and a calendar may be made that can be conformed to with exactness.

Programmes a Matter of Routing. — The problems of a programme under Scientific Management are two, both problems of routing: —

1. to route materials to the work place.

2. to route the worker to the placed materials.

At first glance it might seem simpler to consider the worker as static and the materials as in motion. The "routing" of the worker is really often not a question of motion at all, as the worker, if he were operating a machine, for example, would not change his position between various pieces of work — except to rest from fatigue — enough to be considered. The word "routing" is used figuratively as regards the worker. He is considered as transported by the management through the day's work.

But, whether the work move, or the worker, or both, programmes must so plan out the progress of each, in detail, for as many days ahead as possible, that the most efficient outcome will ensue.

Routing of Work. — The work is routed through schedules of materials to buy, schedules of material to handle, and schedules of labor to be performed. The skilled worker finds all the materials for his work ready and waiting for him when he arrives at the task, this being provided for by programmes made out many tasks ahead.

Routing of Workers. — The workers themselves are routed by means of the route sheet, route chart, pin plan and bulletin board.

The devices for laying out the work of the workers appeal to the imagination as well as the reason. The route chart is a graphical representation of a large river, starting with the small stream, — the first operation, gathering to itself as the tributaries, the various other operations, — till it reaches its full growth, the completed work.

The pin plan, with each pin or flag representing a worker, or work place, and following his progress on a plan of the work, presents a bird's-eye view in miniature of the entire working force; and the bulletin board, with its cards that represent work ahead, not only eliminates actual delay of shifting from one task to another, but permits studying out one task while doing another, and also destroys all fear of delay between jobs.

Impossibility of Describing Routing Devices Accurately. — These routing devices might all be described at length, but no description could do them justice. A visit to a shop, or factory, or other industrial organization operating under Scientific Management is necessary, in order to appreciate not only their utility, but the interest that they arouse. These programmes are no dead, static things. They are alive, pulsing, moving, progressing with the progress of the work.

Prophecy Becomes Possible Under Scientific Management. — The calendar, or chronological chart, becomes a true prophecy of what will take place. This is based on the standardized elementary units, and the variations from it will be so slight as to allow of being disregarded.

Results of Programme to the Work. — Under Traditional Management the tentative calendar might cause speed, but could not direct speed. Under Transitory Management elimination of waste by prescribed methods and routing increases output. This increase becomes greater under Scientific Management. Standardized routing designs the shortest paths, the least wasteful sequence of events, the most efficient speed, the most fitting method. The result is more and better work.

Results of Programmes to the Worker. — A programme clarifies the mind, is definite. The Traditional worker was often not sure what he had better do next. The worker under Scientific Management knows exactly what he is to do, and where and how he is to do it.

The attention is held, a field of allied interests are provided for possible lapses, as are also methods for recalling attention.

The programme provides for a look ahead, and the relief that comes from seeing the path before one. This ability to foresee also leads to a feeling of stability. The knowledge that there is a large amount of work ahead, ready to be attacked with no delay, eliminates anxiety as to future employment. This allows of concentration on the work in hand, and a feeling that, this work being properly done, one is free to turn to the next piece of work with the absolute assurance that what has been done will be satisfactory.

Relation Between Records and Programmes. — No discussion of records and programmes would be complete that did not consider the relation between them.

Importance of This Relation. — The relation between records and programmes in the various types of management is most important, for the progress from one type to another may be studied as exemplified in the change in these relations.

A Broadening of the Definitions. — In order to understand more plainly the complexity of this relation, we will not confine ourselves here to the narrower definition of a record as a written account, but will consider it to mean a registering of an experience in the mind, whether this expresses itself in a written record or not, A programme will, likewise, be a mental plan.

Many Possible Types of Records and Programmes. — In order to understand the number of different types of records and programmes that can be made for a worker, the table that follows may be examined (Table I). It exemplifies twelve possible records and twelve possible programmes.

                                 /                    /
                                 |                    |1. unconscious record
                                 |                    |2. conscious record,
                /1. Man working--|                    |   not written
                |   for himself  |                    |3. written record
                |                |                    |4. standardized record
                |                \                    \
                |
 I. RECORDS-----|                                     /1. unconscious record
                |                                     |2. conscious record, not written
                |                /(a) One of a gang---|3. written record
                |                |                    |4. standardized record
                |                |                    \                       /(a) made by man
                \2. Man working--|                                            |(b)  "   "  manager
                    for another  |                    /1. unconscious record  |(a) made by man
                                 |                    |2. conscious record,   |(b)  "   " manager
                                 \(b) Individual      |   not written      ---|(a) made by man
                                      output          |3. written record      |(b)  "   " manager
                                                      \4. standardized record |(a) made by man
                                                                              |(b)  "   " manager
                                                                              |(a) made by man
                                                                              \(b)  "   " manager



                                                      /
                                                      |1. unconscious programme
                /1. Man working-----------------------|2. conscious programme
                |   for himself                       |3. written programme
                |                                     |4. standardized programme
                |                                     \
                |
II. PROGRAMMES--|
                |                                   /                          /(a) made by man
                |                /(a) One of a gang-|                          |(b)  "   "  manager
                |                |                  |1. unconscious programme  |(a) made by man
                |                |                  |2. conscious programme,   |(b)  "   " manager
                \2. Man working--|                  |   not written         ---|(a) made by man
                    for another  |                  |3. written programme      |(b)  "   " manager
                                 |                  |4. standardized programme |(a) made by man
                                 \(b) Individual----|                          |(b)  "   " manager
                                      output        |                          |(a) made by man
                                                    \                          \(b)  "   " manager

Interrelation of These Types. — The man is classified first, as working for himself, or working for another. There will usually be a fundamental difference, at the outset, in the minds of these two men, for the man working for himself will be of a more independent cast of thought. There will be no question as to the man's output showing up separately, unless he chooses to prevent this by having others work with him. Neither will there be any question but that, if a record is made, he makes it himself, unless someone who is not vitally connected with the work, as some onlooker, interested or disinterested, should make the records for him. But the typical case of the man working for himself would be that he was working as an individual, and that the record was made by himself. There would then be four kinds of records — an unconscious record, a conscious record not written, a written record and a standardized record. The "unconscious record" would be, in reality, no record at all. It would simply be, that somewhere in the man's mind there would be a record of what he had done, which, except as a "fringe of consciousness" would not particularly influence his programme. What we mean by a "conscious record" would be more of a set habit, the man knowing that he had done the work in a certain way. This would begin to influence, more or less, his programme, and also his knowledge of his capacity for work. With a written record, would come a thorough knowledge on his part of what he had done and how he had done it, and we must note that with this written record comes the possibility for some sort of a set programme, the man knowing what it will be possible to do, and how he had best do it. With the standardized record comes the standardized method.

Relationships Complex. — When we consider the man working for another, he may either be one of a gang, or one whose work is considered as that of an individual. In either case, any of the four sorts of records can be made of his work that have been already described for the man working for himself. Each one of these records may be made by the man, or by the management; for with the man working for another, naturally the second mind, that of the other, or the manager, enters in, and a great many more combinations are possible.

For example, — there might be an unconscious record made by the man and a conscious record, or a written record, made by the manager. There might be a conscious record made by the man, but an unconscious or a written record made by the manager, etc. There are too many combinations made to be here considered. Each one of these combinations would have a definite and a different effect, both upon the mind of the man, and upon the mind of the manager; and also upon their relation to each other. The second half of this chart is similar, but treats of programmes, as many variables enter here.

It may be thought that the details of the preceding chart and the three following charts are uninteresting, obvious, and show too many possible combinations. If this be so, then it is most necessary to include them to illustrate the conditions that are passed through and slipped back into too often in our schools, our apprenticeship and in all but the best of managements.

The outline of advancement must be known and recognized if the quality of teaching, efficiency, and management is to be graded in its right class.

When we consider that each type of record bears a relation to each type of programme, the complexity of the problems involved become apparent. This will be better shown in Table II.

Illustration of This Complexity. — Table II represents the man working for himself, with subdivisions under it showing the possible relationship between his record and his programme. We find that these are at least ten, reaching all the way from the unconscious record and unconscious programme of the migrating transitory laborer to the standardized record and the standardized programme of the manager who manages himself scientifically.

Each one of these represent a distinct psychological stage. The progression may not be regular and smooth as is here given, — it may be a jump, possibly even from one to nine. It may, however, be a slow progression from one stage to another, largely to be determined by the type of mind that is considered, and the opportunities for development along scientific lines which are afforded. It is the writer's intention to discuss these at length at some other time. Here it is only possible to enumerate, in order to show the size and complexity of the problem which is here involved.

The table does not indicate, as perhaps it should, the fact that the relationship between an unconscious record and an unconscious programme is slight, while the relation between a written programme and a written record is very close indeed. In Table IV this will be indicated.

Elimination of Waste Possible. — The third table — that of the man working for another man — attempts to do no more than indicate the first and last step of a long series, beginning with the man, one of a gang, an unconscious record, and an unconscious programme, on the part of both the manager and the man, down to the final stage of individual output, with the written record and programme known to both manager and man. It would be a most interesting problem to work out the various steps stretching between these two, and the various ways in which progression might be made through these steps, either taking one step after another slowly or making the various possible jumps long and short. A psychological discussion of each step would be of value, and certainly must in time be made, but this book has not the scope, nor can the time be devoted to such a discussion.

If this third chart had no other purpose, it would be useful to suggest to the student the wide tracts which still remain for study and development. It must not be thought that any of the steps omitted on this chart are not in existence. Every single possible combination of record and programme is in existence to-day, and must be studied by the manager of men. Not until these are all discovered, described, and standardized, the progression noted, and standard progressions outlined, can methods of least waste be adopted.

With a more thorough experimental study of the mind will come a possible prediction as to which stages the various types of mind must pass through. So, too, with the training of the young mind in the primary schools and in the methods of Scientific Management, will come the elimination of many stages now necessary, and the possibility, even, that the final stage may be introduced at the outset, and the enormous waste of time, energy and wearing of unnecessary brain paths be absolutely abolished.

The Programme Derived from the Record. — Having considered the various records and programmes and their relation, we will now consider the four stages of the record, — (1) unconscious, (2) conscious, (3) written, (4) standardized, and trace the derivation of the programme from each stage.

Unconscious Records Mean Indefinite Programmes. — First, then, suppose that the records are unconscious. What does this imply? It implies in the first place that the worker has no idea of his capacity; never having thought of what he has done, he has no idea what can be done, neither has he a comparative idea of methods, that is, of how to do it. It is impossible for a definite programme to be laid out by such a worker, — that is to say, no predictions by him as to the time of completing the work are possible. Neither could a method be derived by him from his previous work.

Note here the alarming amount of waste. All good methods which the worker may possibly have acquired are practically lost to the world, and perhaps also to him. Not only this, but all bad methods which he has fallen into will be fallen into again and again, as there are no warning signs to keep him out of them.

As there is no possibility of an accurate chronological chart, the worker may undertake more than he can do, thus delaying work which should have been done by others. On the other hand, he may underestimate his capacity, and be left idle because work he should have done has been assigned to others. Either of these leads to a sense of insecurity, to wavering attention, to "hit or miss" guess work, "rule-of- thumb methods," which are the signs of Traditional Management.

With Conscious and Written Records Come Definite Programmes. — We turn now to the case where the record is conscious, — that is, where the worker keeps in mind exactly what he has done. With this conscious record the idea of capacity develops. The man realizes what he can do. So also, the idea of method develops, and the man realizes how he can do the work. Third, there comes gradually an idea of a margin; that is, of a possible way by which capacity can be increased for a higher speed, or methods can be slightly varied to meet any particular deviation in the work to be done.

From this ability to estimate capacity, and to plan the method ahead, comes the ability to lay out a more definite programme. When the record becomes written the exactness of the programme increases. Methods also become written, and, though accurate prediction is not possible, such prediction is more and more nearly approached. This increasing accuracy is the work of Transitory System in all its stages.

Standard Records Permit of Standard Programmes. — In the last case, the record is standardized, that is, the result of the method of processes of analysis and synthesis. Through this process, as has been shown, the reason for success is discovered and rendered usable. The programme becomes standard, results can be predicted accurately, and methods by which these results can be best obtained are also standard.

It may at first escape notice that these standardized records, of the ultimate or scientific management type, imply not a greater rigidity, but a greater elasticity. This because of the nature of the elements of the records, which may, in time, be combined into a great number of different, predictable programmes.

Results of Relations Between Records and Programmes on the Work. — The most noteworthy result of the closer relations between records and programmes which appear during the evolution of Scientific Management is the fact that they cause constant simplification. The more carefully records are standardized, the simpler becomes the drafting of the programme. As more and more records become standard, the drafting of programmes becomes constantly an easier and cheaper process.

Programmes Become Records. — Under Traditional Management the record that follows a programme may appear very different from the programme. Under Scientific Management the record that follows a programme most closely resembles the programme. Improvements are not made between the programme and the following record, — they find their place between the record and the following programme. Thus programmes and records may be grouped in pairs, by similarity, with a likelihood of difference between any one pair (one programme plus one record) and other pairs.

Result on the Worker. — The greatest effect, on the worker, of these relations of record to programme under Scientific Management is the confidence that he gains in the judgment that is an outcome of Scientific Management. When the worker sees that Scientific Management makes possible accurate predictions of times, schedules, tasks, and performance; that the methods prescribed invariably enable him to achieve prescribed results, his confidence in Scientific Management grows. So also does the manager's confidence in Scientific Management grow, — and in this mutual confidence in the system of management is another bond of sympathy.

The place left for suggestions and improvements, in the ever-present opportunities to better standards, fulfills that longing for a greater efficiency that is the cause of progress.

 1. Gillette and Dana, Cost Keeping and Management Engineering, p. 65.

 2. H.L. Gantt, Paper No. 1002, A.S.M.E., page 2.

 3. Gillette and Dana, Cost Keeping and Management Engineering, p. VII.

 4. H.L. Gantt, Paper No. 1002, A.S.M.E., p. 1336.

 5. William James, Psychology, Briefer Course, p. 179.

Definition of Teaching. — The Century Dictionary defines "teaching" as "the act or business of instructing," with synonyms: "training" and "education;" and "to teach" is defined: —

1. "to point out, direct, show;" "to tell, inform, instruct, explain;"

2. "to show how (to do something); hence, to train;"

3. "to impart knowledge or practical skill to;" "to guide in learning, educate."

"Educate," we find meaning "to instruct, to teach methodically, to prescribe to; to indoctrinate;" and by "indoctrinate" is meant "to cause to hold as a doctrine or belief." "To educate," says the same authority, "is to develop mentally or morally by instruction; to qualify by instruction and training for the business and duty of life."

Under Traditional Management No Definite Plan of Teaching. — Under Traditional Management there is either no definite scheme of teaching by the management itself, or practically none; at least, this is usually the condition under the most elementary types of Traditional Management. In the very highest examples of the traditional plan the learner may be shown how, but this showing is not usually done in a systematic way, and under so-called Traditional Management is seldom in the form of written instructions.

No Specified Time for or Source of the Teaching. — Under Traditional Management there is no particular time in which this teaching goes on, no particular time allowed for the worker to ask for the instruction, nor is there any particular source from which he obtains the instructions. There is, moreover, almost every hindrance against his getting any more instruction than he absolutely must have in order to get the work done. The persons to whom he can possibly appeal for further information might discharge him for not already knowing. These persons are, if he is an apprentice, an older worker; if he is a journeyman, the worker next to him, or the foreman, or someone over him. An important fact bearing on this subject is that it is not to the pecuniary advantage of any particular person to give this teaching. In the first place, if the man be a fellow-worker, he will want to do his own work without interruption, he will not want to take the time off; moreover, he regards his particular skill as more or less of a trade secret, and desires to educate no more people than necessary, to be as clever as he is. In the third place, there is no possible reward for giving this instruction. Of course, the worker necessarily improves under any sort of teaching, and if he has a receptive mind, or an inventive mind, he must progress constantly, either by teaching himself or by the instruction, no matter how haphazard.

Great Variation Under Traditional Management. — Only discussion of teaching under this type of management with many men who have learned under it, can sufficiently emphasize the variations to be found. But the consensus of opinion would seem to prove that an apprentice of only a generation ago was too often hazed, was discouraged from appealing for assistance or advice to the workers near him, or to his foreman; was unable to find valuable literature for home-study on the subject of his trade. The experience of many an apprentice was, doubtless, different from this, but surely the mental attitude of the journeymen who were the only teachers must have tended toward some such resulting attitude of doubt or hesitancy in the apprentice.

Mental Attitude of the Worker-Teacher. — Under the old plan of management, the apprentice must appear to the journeyman more or less of a supplanter. From the employee's standpoint it was most desirable that the number of apprentices be kept down, as an oversupply of labor almost invariably resulted in a lowering of wages. The quicker and better the apprentice was taught, the sooner he became an active competitor. There seldom existed under this type of management many staff positions to which the workers could hope to be promoted, certainly none where they could utilize to the fullest extent their teaching ability. There was thus every reason for a journeyman to regard the teaching of apprentices as unremunerative, irksome, and annoying.

Worker Not to Blame for This. — The worker is not to be blamed for this attitude. The conditions under which he worked made it almost inevitable. Not only could he gain little or nothing by being a successful teacher, but also the bullying instinct was appealed to constantly, and the desire of the upper classmen in hazing days to make the next class "pay up" for the hazing that they were obliged to endure in their Freshman year.

Attitude of the Learner. — The attitude of the typical learner must frequently be one of hesitancy and self-distrust if not of fear, though conditions were so varied as almost to defy classification. One type of apprentice was expected to learn merely by observation and imitation. Another was practically the chore boy of the worker who was assigned to teach him. A third was under no direct supervision at all, but was expected to "keep busy," finding his work by himself. A fourth was put through a severe and valuable training by a martinet teacher, — and so on.

Teaching Often Painstaking. — It is greatly to the credit of the worker under this type of management that he was, in spite of all drawbacks, occasionally a painstaking teacher, to the best of his lights. He insisted on application, and especially on quality of work. He unselfishly gave of his own time and skill to help the apprentice under him.

Methods of Teaching Usually Wrong. — Unfortunately, through no fault of the worker-teacher the teaching was usually done according to wrong methods. Quality of resulting output was so emphasized that neither speed nor correct motions were given proper consideration.

Teacher Not Trained to Teach. — The reason for this was that the worker had no training to be a teacher. In the first place, he had no adequate idea of his own capabilities, and of which parts of his own method were fit to be taught. In the second place, he did not know that right motions must be insisted on first, speed next, and quality of output third; or in other words that if the motions were precise enough, the quality would be first. In the fourth place he had no pedagogical training.

Lack of Standards an Underlying Lack. — All shortcoming in the old time teaching may be traced to lack of standards. The worker had never been measured, hence had no idea of his efficiency, or of possible efficiency. No standard methods made plain the manner in which the work should be done. Moreover, no standard division and assignment of work allowed of placing apprentices at such parts of the work that quality could be given third place. No standard requirements had determined his fitness as a teacher, nor the specialty that he should teach, and no incentive held his interest to the teaching. These standards the worker-teacher could not provide for himself, and the wonder is that the teaching was of such a high character as it was.

Very Little Teaching of Adults. — Under Traditional Management, teaching of adults was slight, — there being little incentive either to teacher or to learner, and it being always difficult for an adult to change his method. ¹ Moreover, it would be difficult for a worker using one method to persuade one using another that his was the better, there being no standard. Even if the user of the better did persuade the other to follow his method, the final result might be the loss of some valuable elements of the poorer method that did not appear in the better.

Failure to Appreciate the Importance of Teaching. — An underestimation of the importance of teaching lay at the root of the lack of progress. This is so directly connected with all the other lacks of Traditional Management, — provision for adequate promotion and pay, standards, and the other underlying principles of Scientific Management, especially the appreciation of coöperation, — that it is almost impossible to disentangle the reasons for it. Nor would it be profitable to attempt to do so here. In considering teaching under Scientific Management we shall show the influence of the appreciation of teaching, — and may deduce the lacks from its non-appreciation, from that discussion.

Under Transitory System Teaching Becomes More Important. — Under Transitory Management the importance of teaching becomes at once more apparent. This, both by providing for the teaching of foremen and journeymen as well as apprentices, and by the providing of written systems of instructions as to best practice. The worker has access to all the sources of information of Traditional Management, and has, besides these, in effect, unsystematically derived standards to direct him.

Systems Make Instruction Always Available. — The use of written systems enables every worker to receive instruction at any time, to feel free to ask it, and to follow it without feeling in any way humiliated.

The result of the teaching of these systems is a decided improvement in methods. If the written systems are used exclusively as a source of teaching, except for the indefinite teachers of the Traditional Management, the improvement becomes definitely proportioned to the time which the man spends upon the studying and to the amount of receptive power which he naturally has.

Incentives to Conform to System. — The worker has incentives to follow the systems —

1. In that he is required to render reasons in writing for permanent filing, for every disobedience of system.

2. That, as soon as work is placed on the bonus basis, the first bonus that is given is for doing work in accordance with the prescribed method.

Even before the bonus is paid, the worker will not vary for any slight reasons, if he positively knows at the time that he must account for so doing, and that he will be considered to have "stacked his judgment" against that of the manager. Being called to account for deviations gives the man a feeling of responsibility for his act, and also makes him feel his close relationship with the managers.

No Set Time for Using Systems. — There is, under this type of management, no set time for the study of the systems.

Systems Inelastic. — Being written, these systems have all the disadvantages of anything that is written. That is to say, they require considerable adaptability on the part of the man who is using them. He must consider his own mind, and the amount of time which he must put on studying; he must consider his own work, and adapting that method to his work while still obeying instructions. In the case of the system being in great detail, he can usually find a fairly detailed description of what he is going to do, and can use that. In the case of the system being not so complete, if his work varies, he must show intelligence in varying the system, and this intelligence often demands a knowledge which he has not, and knows not where to obtain.

Waste of Time from Unstandardized Systems. — The time necessitated by the worker's laying out details of his method is taken from the total time of his working day, hence in so far cuts down his total product. Moreover, if no record is kept of the details of his planning the next worker on the same kind of work must repeat the investigation.

Later Transitional Management Emphasizes Use of Standards. — Later Transitional Management eliminates this waste of time by standardizing methods composed of standardized timed units, thus both rendering standards elastic, and furnishing details.

Teaching Most Important Under Scientific Management. — Teaching is a most important element under Scientific Management not only because it increases industrial efficiency, but also because it fosters industrial peace. ²

Importance Depends on Other Elements of Scientific Management. — As we have seen, Scientific Management has as a basic idea the necessity of divided responsibility, or functionalization. This, when accompanied by the interdependent bonus, creates an incentive to teach and an incentive to learn. Scientific Management divides the planning from the performing in order to centralize and standardize knowledge in the planning department, thus making all knowledge of each available to all. This puts at the disposal of all more than any could have alone. The importance of having this collected and standardized knowledge conveyed best to the worker cannot be overestimated. Through this knowledge, the worker is able to increase his output, and thus insure the lowered costs, that provide the funds with which to pay his higher wages, — to increase his potential as well as actual efficiency, and best to coöperate with other workers and with the management.

Importance of Teaching Element Best Claim to Permanence of Scientific Management. — Upon the emphasis which it places on teaching rests/a large part of the claim of Scientific Management for permanence. ³ We have already shown the derivation of the standards which are taught. We have shown that the relation between the planning and performing departments is based largely on means and methods for teaching. We have only to show here that the teaching is done in accordance with those laws of Psychology that are the laws of Pedagogy.

Teaching in Scientific Management Not the Result of Theory Only. — The methods of teaching under Scientific Management were not devised in response to theories of education. They are the result of actual experience in getting work done most successfully. The teachers, the methods, the devices for teaching, — all these grew up to meet needs, as did the other elements of Scientific Management.

Conformity of Teaching to Psychological Laws Proof of Worth of Scientific Management. — The fact that teaching under Scientific Management does conform, as will be shown, to the laws of Psychology, is an added proof of the value of Scientific Management.

Change from Teaching Under Traditional Management. — Mr. Gantt says, "The general policy of the past has been to drive; but the era of force must give way to that of knowledge, and the policy of the future will be to teach and to lead, to the advantage of all concerned." ⁴ This "driving" element of Traditional Management is eliminated by Scientific Management.

Necessity for Personally Derived Judgment Eliminated. — So also is eliminated the old belief that the worker must go through all possible experiences in order to acquire "judgment" as to best methods. If the worker must pass through all the stages of the training of the old-fashioned mechanic, and this is seriously advocated by some, he may fail to reach the higher planes of knowledge afforded by training under Scientific Management, by reason of sheer lack of time. If, therefore, by artificial conditions caused by united agreement and collective bargaining, workmen insist upon forcing upon the new learners the old-school training, they will lose just so much of the benefits of training under those carefully arranged and carefully safe-guarded processes of industrial investigation in which modern science has been successful. To refuse to start in where others have left off, is really as wasteful as it would be to refuse to use mathematical formulas because they have been worked out by others. It might be advocated that the mind would grow by working out every possible mathematical formula before using it, but the result would be that the student would be held back from any further original investigation. Duplicating primary investigations might be original work for him, but it would be worthless as far as the world is concerned. The same is absolutely true in management. If the worker is held back by acquiring every bit of knowledge for himself instead of taking the work of others as the starting point, the most valuable initiative will be lost to the world.

Bad Habits the Result of Undirected Learning. — Even worse than the waste of time would be the danger of acquiring habits of bad methods, habits of unnecessary motions, habits of inaccurate work; habits of inattention. Any or all of these might develop. These are all prevented under Scientific Management by the improved methods of teaching.

Valuable Elements of Traditional Management Conserved. — There are, however, many valuable elements of the old Traditional system of teaching and of management which should be retained and not be lost in the new.

For example, — the greatest single cause of making men capable under the old plan was the foreman's unconscious ability to make his men believe, before they started a task, that they could achieve it.

It must not be thought that because of the aids to the teacher under Scientific Management the old thought of personality is lost. The old ability to convert a man to the belief that he could do a thing, to inspire him with confidence in his foreman, with confidence in himself, and a desire to do things, is by no means lost, on the contrary it is carefully preserved under Scientific Management.

Teaching of Transitory Management Supplemented. — In the transforming of Transitory into Scientific Management, we note that the process is one of supplementing, not of discarding. Written system, which is the distinguishing characteristic of Transitory Management, is somewhat limited in its scope, but its usefulness is by no means impaired.

Scope of Teaching Under Scientific Management. — Under Scientific Management teaching must cover

1. Teaching of right methods of doing work,

2. Teaching of right habits of doing the right methods.

The teacher must so impart the knowledge that judgment can be acquired without the learner being obliged himself to experience all the elements of the judgment.

Needs for Teaching Under Scientific Management. — The needs for this teaching have been stated, but may be recapitulated here.

1. Worker may not observe his own mistakes.

2. Worker has no opportunity under the old industrial conditions to standardize his own methods.

3. Worker must know standard practice.

4. Waste can be eliminated by the teaching.

5. Right habits can be instilled.

Sources of Teaching Under Scientific Management. — The sources of teaching under Scientific Management are

Methods of Teaching Under Scientific Management. — The Methods of Teaching under Scientific Management are