What is Inverted-U Theory?
It is a theory that throws light on the relation between performance and pressure / arousal. In the original study, rats got electric shocks as motivation for escaping from a maze. The Inverted-U Theory owes its name to the line, in form of an inverted U, that appears when there is a correlation between pressure & performance.
A quick look at the curve reveals that performance lags behind when there’s little pressure, and that performance is positively influenced when there’s some more pressure. If even more pressure is added, performance is influenced negatively and efficiency decreases. The worker’s efficiency and performance can reach an optimal point if the pressure or arousal have reached an optimal point.
Inverted-U Theory was developed by psychologists Robert Yerkes and John Dodson in 1908. Despite the fact that the model was developed long ago, it continues to be relevant.
Interpreting the Model
When looking at the left-hand side of the graph, it’s notable that low pressure or low stress levels result in a stress response corresponding to ‘boredom or lack of challenge’. Even if the task itself is a critical activity, the attention, concentration, and precision required to properly execute a task is absent in the absence of an appropriate level of pressure or stress.
On the right-hand side of the graph from the Inverted-U Theory, we can see that extreme pressure levels or high stress levels don’t automatically result in good performance. The opposite is true: if pressure gets too high, or a too high stress level is activated, this results in a feeling of unhappiness, stressfulness, and anxiety. These are all results of overwhelming stress.
In the middle of the graph, however, is a region where the worker performs best. This area is where an optimal amount of pressure is applied. In this region, the moderate pressure leads to an optimal stress level, which is manageable as well. Eventually, this results in the highest performance level for the user.
Four Influencing Factors
It can be hard to determine how much impact pressure, and stress have because the desired amount of pressure is influenced by four factors. These factors are also known as influencers. Inverted-U Theory recognises the following four influencers:
Personality
Different personality types benefit from different levels of stress or pressure. Generally, extraverted personalities are more resistant to stress and better able to keep their head above water when stressed than introverted personalities. Introverted people usually have a higher chance of performing well in environments with little stress or excitement.
Task Difficulty
The degree of complexity of a task relates to the level of attention and effort a person requires to successfully complete it. People are generally able to carry out simple activities even when pressure is high, but complex tasks are better taken care of in quiet surroundings.
Skills
A shop manager and an accountant have completely different jobs. Each has more knowledge of the work they do individually than of the other’s job. If they would swap jobs, the challenge and the pressure would be so high in the beginning that it would strongly motivate them. After a while, when tasks get easier, they would have to use a new form of pressure to keep their performance up.
Fear
Inverted-U Theory shows that fear can also have an effect on performance. This mainly relates to the ability to set aside or ignore feelings of fear in order to be able to keep one’s focus on the situation and the tasks. People who are better at this also perform better under pressure. People who are not good at it will enter into challenging situations more often.
Complexity and Motivation
In situations that require carrying out tasks with a high level of complexity, or solving complex problems, motivation plays an important role. There have been various situations in which the relation between motivation and complex problem solving was studied. These have yielded several theories, such as McClelland’s motivation theory and Maslow’s hierarchy of needs.
Using the Inverted-U Theory, To get the best performance from the team…
The simplest way to use the Inverted-U Theory is to be aware of it when you allocate tasks and projects to people on your team, and when you plan your own workload.
Start by thinking about existing pressures. If you're concerned that someone might be at risk of overload, see if you can take some of the pressure off them. This is a simple step to help them improve the quality of their work.
By contrast, if anyone is under-worked, it may be in everyone's interest to shorten some deadlines, increase key targets, or add extra responsibilities – but only with clear communication and agreement.
From there, balance the factors that contribute to pressure, so that your people can perform at their best. Remember, too little pressure can be just as stressful as too much!
Try to provide team members with tasks and projects of an appropriate level of complexity, and work to build confidence in the people who need it.
However, bear in mind that you won't always be able to balance the "influencers." Motivate and empower your people so that they can make effective decisions for themselves.