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K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E: [email protected] The Carrot or the Whip What Motivates Testers? Dr. Tafline Murnane K. J. Ross & Associates, Australia EuroSTAR 2010

The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

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Page 1: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

K. J. Ross & Associates

6 / 530 Little Collins Street Melbourne

VIC 3000 Australia

M: +61 416 117 931

T: +61 7 5553 5601

E: [email protected]

The Carrot or the Whip –

What Motivates Testers?

Dr. Tafline MurnaneK. J. Ross & Associates, Australia

EuroSTAR 2010

Page 2: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

About me• Senior consultant at K. J. Ross &

Associates in Melbourne, Australia (specialist testing consultancy)

• Previously worked as developer(before moving to the dark side…)

• Test management, test process improvement, training, mentoring

• Completed PhD in software testing (yah that’s right, a whole PhD on testing…)

• Co-editor of ISO/IEC 29119 Software Testing

• Passionate about testing…

Page 3: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Carrots?

…or whips?

Page 4: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Overview

• What motivates testers?

• Motivation models

• Motivating approaches

• De-motivating approaches

• Motivation programmes

• Summary

Page 5: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

What Motivates Testers?

Positive attributes

Analytical

Curious

Perfectionists

Planned, systematic

and meticulous

Persistent

Crusaders

Practical

Moralists

Negative attributes

Little empathy for

developers

Perfectionists

Undiplomatic

Skeptical

Stubborn

Too focused

Glamour seekers

• Testing can be destructive process, intent on finding faults

• Mindset quite different to developers

– Break it rather than build it! (crash-test dummies?)

Page 6: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Motivation Depends on Individual Goals

• Goals provide motivation, increasing productivity

• Each tester has different goals & ways of

satisfying them

• Identify goals that match team & company goals

– Achievable

– Make testers stretch

– Career planning

– Roadmaps

Page 7: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Motivation Models

• Maslow’s Hierarchy of Needs

• Herzberg’s Motivation-Hygiene Theory

• Hackman & Oldham's Motivating Potential

Score

Focuses on

needs,

motivation &

human

psychology

Page 8: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Maslow’s Hierarchy of Needs

Self-

actualisation

personal growth,

fulfilment

Self-esteem

achieved status, responsibility,

reputation

Belongingness & Love Needs

family, affection, relationships, work group, etc

Safety Needs

protection, security, order, law, limits, stability, etc

Biological & Physiological Needs

basic survival – air, food, water, shelter, warmth, sleep, etc

Page 9: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Investigation Approach

• Surveyed 33 testers (Australia, New Zealand,

Europe, India, South Africa & UK)

1. What things are motivating for testers?

2. What do you do to motivate your testers?

(Test Leads and Test Managers)

3. What things are de-motivating for testers?

• Compiled qualitative & quantitative data

• Mapped to Maslow’s hierarchy

Page 10: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

0%

10%

20%

30%

40%

50%

60%

70%

80%

1 - Biological 2 - Safety 3 - Love &

Relationship

4 - Self Esteem 5 - Self

Actualisation

Maslow's Hierarchy of Needs

% o

f P

eo

ple

Recognition of Needs

Self-esteem & self-

actualisation

responses were

most popular!

Page 11: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Biological & Physiological Needs– basic survival

What is it?

• Competitive salary

• Food, water (beer?)

• Comfortable environment

• Flexible & sensible hours

How to achieve it?

• Provide the above!

How common was it?

• Everybody needs it, but was rarer– 39% mentioned biological needs

– 15% mentioned money

Page 12: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Safety Needs

What is it?

• Job security, stability

• Protection

• Predictable behaviour

• Safe to make mistakes

• Secure environment

How to achieve it?

• Protect your team!

How common was it?

• Least common (30%)

Page 13: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Belongingness & Love Needs

What is it?

• Friendship & teamwork

• Welcoming atmosphere

• With it, easier to communicate

How to achieve it?

• Lead by example

• Law of reciprocity– Ask nicely

– Give approval

– Team building

How common was it?

• More common (45%)

Page 14: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Self-esteem

What is it?

• Self respect

• Acceptance

• Respect

How to achieve it?

• Enable strengths to be recognised & respected– Reward & appreciate

– Responsibility

– Contribution

– Review & take interest

– Good relationship with developers

How common was it?

• Most common! (73%)

Page 15: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Self-actualisation

What is it?

• Desire to become everything a tester is capable of

How to achieve it?

• Support testers in being best they can be! – Achievable goals

– Accountability, deadlines

– Challenging, varied work

– Problem solving, creativity

– New skills

– Career progression

– Training, conferences, mentoring

– Build teams testers want to be a part of

How common was it?

• Second most popular (58%)

Page 16: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Key Motivators and De-motivators

Page 17: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Career Progression – Roadmaps

(motivator)

• Performance appraisal process

– Where are you now?

• Capabilities, contributions

• Training, conferences, events

• Awards

– Where do you want to be?

• 1, 3, 5 years…

– What projects, roles & training

do you need to achieve this?

Page 18: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Rewards for Finding Defects

(motivator or de-motivator?)

• Avoid rewarding defect counts only, e.g.

– Easy low severity defects rather than complex critical defects

– Raise defects that aren’t really defects

• Better to reward value, e.g.

– High severity defects

– Number proven defects before go-live

– Verification of system completeness

Page 19: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Task Boards (motivator)

• Create task board for test team

– Visible project tasks & individual tasks

– Visible progress

– Visible rewards

• Realistic budget & schedule

• Board needs ownership

Page 20: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Not Enough Time (de-motivator)

• Unrealistic budgets

or timelines

• Code overrun

• Rush to utilise

technology without

training or budget

• Heroics required

Page 21: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Peer Review (motivator or de-motivator?)

• Feedback

– Constructive

– Feedback sandwich

• Peer review

– Test artifacts

– Defect reports

– Developer artifacts?

• Use good examples as

basis for improvement

Page 22: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Communication (motivator)

• Keep testers in the loop

– Regular meetings

– Walk floor daily

– Team lunches

– One-on-one’s

• Know where they fit

• Feedback

• Appreciation

• Include in decision making

Page 23: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Good Relationship with Developers (motivator)

Page 24: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Bad Relationship with Developers or

Business (de-motivator)

• Causes of conflict:

– Second class citizens

• “Developers are treated as being

more important than testers”

– Physical separation

– Not enough time or resources

– Schedule slippage

– Product too unstable to test

– Reported bugs not fixed

Page 25: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Passion for Testing

(motivator)

• People who like testing are

naturally motivated!

• Those assigned to testing for

wrong reasons will likely be

unmotivated, e.g.

– Lack of other jobs

– Retrenchment

Page 26: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Be an Inspirational Leader! (motivator)

• Lead by example!

• Mentor, trust & reward

• Pick right person for task

• Focus on what can be done, not what can’t

• If anyone fails, we all fail!

– Don’t point fingers

– Protect team

• Seek organisational support

Page 27: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Motivational Programmes – Goals!

1. Assess motivation (individuals, team)

2. Ask & identify goals

3. Map individual goals to team & company goals

4. Develop roadmap

5. Carry out improvements

6. Assess progress

7. Repeat!

Page 28: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Summary

• Every tester has different goals

– provides motivation,

– increasing productivity,

– leading to better quality software!

• Guide testers in defining goals & roadmaps

• Be a motivational & inspiring leader!

Page 29: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Thank you!

I hope this presentation has motivated you

Dr. Tafline MurnaneK. J. Ross & Associates

Melbourne, Australia

[email protected]

M: +61 416 117 931

Visit http://softwaretestingstandard.org for information on

the new ISO/IEC 29119 Software Testing standard

Page 30: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

Acknowledgements

• Big thanks to testers who participated in the

survey, which included testers from:

– Coles Group (Australia)

– City West Water (Australia)

– Delta Axiom (Denmark)

– Department of Human Services (Australia)

– K. J. Ross & Associates (Australia)

– Software Quality Systems (India, UK, South Africa)

– Soft Ed (New Zealand)

Page 31: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

References – Textbooks & Websites

• A. H. Maslow. A Theory of Human Motivation.

Psychological Review, 50:370-396, 1943

• Anne Mette Jonassen Hass, Guide to Advanced

Software Testing, 2008

• Craig & Jaskiel, Systematic Software Testing, 2002

• Dinesh Maidasani, Software Testing, 2007

• Sarah Rees, The Art of Test Team Management and

Motivation, STANZ 2007

• http://www.basdebaar.com/motivate-your-team-members-248.html

• http://www.methodsandtools.com/archive/archive.php?id=30

Page 32: The Carrot or the Whip What ... - EuroSTAR Conference · K. J. Ross & Associates 6 / 530 Little Collins Street Melbourne VIC 3000 Australia M: +61 416 117 931 T: +61 7 5553 5601 E:

References – Images • http://2.bp.blogspot.com/_dH0q9hvpVHg/R_tsJIp0E_I/AAAAAAAABnk/gk7k6ABXn7o/s320/award.png

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