Do Agile Managed Information Systems Projects Fail Due to a Lack of Emotional Intelligence?
Agile development methodologies (ADM) have become a widely implemented project management approach in Information Systems (IS). Yet, along with its growing popularity, the amount of concerns raised in regard to human related challenges caused by applying ADM are rapidly increasing. Nevertheless, the extant scholarly literature has neglected to identify the primary origins and reasons of these challenges. The purpose of this study is therefore to examine if these human related challenges are related to a lack of Emotional Intelligence (EI) by means of a quantitative approach. From a sample of 194 agile practitioners, EI was found to be significantly correlated to human related challenges in agile teams in terms of anxiety, motivation, mutual trust and communication competence. Hence, these findings offer important new knowledge for IS-scholars, project managers and human resource practitioners, about the vital role of EI for staffing and training of agile managed IS-projects.
KeywordsAgile Information systems Project management Emotional intelligence
Since the introduction of Agile development methodologies (ADM), organizations have been fascinated by its potential to engage stakeholders, adapt to changing requirements and quickly deliver software (Cram 2019). Consequently, ADM is now the mainstream information systems (IS) project management method of choice worldwide (Hoda et al. 2018) with 97% of organizations reporting to practice them (VersionOne 2018). ADM offer disciplined, yet lightweight processes while placing human effort and experience at the core through its central focus on people and interactions (Hoda et al. 2018). Therefore, the importance of the people factor for the success of ADM projects has been constantly highlighted in the scholarly literature (Cockburn and Highsmith 2001; Boehm and Turner 2005; Moe et al. 2012; Fortmann 2018; Cram 2019) and it has been repeatedly identified as critical success factor for ADM managed projects (Lindvall et al. 2002; Chow and Cao 2008; Pedersen 2013; Kalenda et al. 2018). Recognizing the importance of the people factor, scholars have made considerable effort to examine human related challenges that occur in agile teams. They reported challenges related to recruitment, training, motivation and performance evaluation (Conboy et al. 2011) or effective communication, social interaction and motivation (Lalsing et al. 2012). However, exploring the primary origins and reasons of these challenges has received less effort (Javdani Gandomani and Ziaei Nafchi 2016) and therefore remains vague.
Yet, if human aspects are neglected, there is a risk of the results that are produced do not uncover key factors for determining the success or failure of software projects (Lenberg et al. 2015). A construct that might be related to these reported challenges and that has been neglected so far is Emotional Intelligence (EI). Emotions grow out of social interactions and are thus fundamental how team members interact and work together (Barczak et al. 2010). Hence, EI has been found to be positively related to important domains, such as improved communication (Ciarrochi and Mayer 2013), job performance and leadership effectiveness (Côté 2017) or team performance (Macht et al. 2019). Yet, empirical research on EI of IS-professionals is scant (for exceptions, see Kosti et al. (2014); Ahmad Marzuki et al. (2015); Rezvani and Khosravi (2019)). As a consequence, the study of psychological aspects in ADM remains a quite new research field (Thorgren and Caiman 2019).
The purpose of this study is to examine how the EI of IS-professionals influences the success of ADM-projects. The research question it endeavors to answer is whether human related challenges that IS-professionals perceive when working in agile managed teams are related to a lack of their EI. Hence, this study contributes to information systems, project management, organizational, psychology and human resources research. It introduces EI as so far neglected critical success factor to the ADM literature. The findings of this study will significantly improve the staffing and training of agile team members.
2 Literature Review
2.1 Plan-Driven Development Methodologies
Early project management methodologies are driven by a project plan, which includes predefined project stages (Cooper 2014). The project stages are executed sequentially, whereas each stage is only executed once (Robson 2013). Consequently, these approaches are referred to as plan-driven project management methodologies (Goodpasture 2010) or waterfall-models (Cooper and Sommer 2016; Pedersen 2013). Plan-driven project management methodologies are characterized by their reliance on written documentation, extensive front-up planning, up-front customer involvement and a more formal, command-and-control oriented management structure (Cram 2019).
Many authors have alluded on the pitfalls of plan-driven methodologies. An often highlighted disadvantage is that they are inflexible to cope with changes (Cobb 2011; Cooper 2014), i.e. they assume that the full scope of requirements can be certainly assessed in advanced and that an optimal and predictable solution exists for every problem (Dybå and Dingsøyr 2008). Furthermore, they assume that projects exist isolated from their environment and their emphasize on robustness of the plan has thus been criticized to not properly respond to the increasing complexity and dynamic of today’s projects (Radujković et al. 2014). Another drawback is that too much time is wasted with documentation and client collaboration starts too late (Mandal and Pal 2015). Being confronted with increasing problem complexity and rapid changing requirements, software developers hence started to realize that an alternative project management approach is needed (Kakar 2017).
2.2 Agile Project Management
As response to these plan-driven methodologies, ADM emerged in the late 1990s (Hoda et al. 2018). The aim of ADM is to enable project management to sustain in an unpredictable world (Dybå and Dingsøyr 2008), by facilitating customer involvement, continuous software design and flexible scope (Serrador and Pinto 2015). In contrast to plan-driven teams, where team members execute only their assigned tasks within their specified roles, such as business analyst or programmers, agile teams organize themselves (Kakar 2017). ADM apply an iterative process, where in each iteration, the team plans, analyzes, designs, codes, and tests to achieve defined goals without being driven by a sequential plan (Thorgren and Caiman 2019).
Empirical studies have indicated that applying ADM is positively related to project success, in terms of efficiency and overall stakeholder satisfaction (Serrador and Pinto 2015), that they enable developers to produce higher quality software (Tan and Teo 2007; Schmidt et al. 2014) and also enable companies to achieve their targets in decreasing lead times and improving the quality of their products (Minna Pikkarainen et al. 2012). Though, ADM place great trust on individuals (Goodpasture 2010). Not only that they demand agile teams to be able to work in a self-managed way, but also to possess the required mix of technical and business, as well as behavioral knowledge (Goh et al. 2013). Consequently, for many agile team members it is not easy to adapt to agile practices, because they might feel uncomfortable with the increased social interaction or being exposed with a lack of sufficient business knowledge (Conboy et al. 2011). Also, self-organizing teams struggle, when they are meant to take over and share project management tasks as estimation, planning and requirement elicitation (Hoda and Murugesan 2016). As a dilemma, ADM thus require a premium on people and their interactions (Vinekar et al. 2006), if not the best available (Radujković et al. 2014). Therefore, as provokingly stated by Lalsing et al. (2012), agile looks great on paper, but will fail to succeed in reality, if human psychology is not understood and taken into account.
2.3 Conceptualization of Emotional Intelligence
Being dissatisfied with the narrow conceptualization of human intelligence and its focus on verbal, performance or academic abilities (Ciarrochi et al. 2000), a notable group of scholars (Bar-On 1997; Mayer and Salovey 1997; Petrides and Furnham 2001) focused on the relation between emotions and intelligence, i.e. the conceptualization of EI as a new distinct form of intelligence. Though, scholars are not aligned whether non-cognitive competencies, such as motivation, personality or temper should be part of EI or not (Cho et al. 2015), which resulted in considerable confusion and misunderstanding (J. D. Mayer et al. 2008). Although, emotions have become a central topic of research in the past 30 years in several domains of psychological science, disparate approaches to define and measure EI have still produced rather inconsistent findings (Schlegel and Mortillaro 2019). Yet, most scholars agree that the EI approaches can be classified into two broad categories: ability-based or mixed-based models (Rosete and Ciarrochi 2005; Cho et al. 2015; Iliceto and Fino 2017; Mattingly and Kraiger 2019).
Ability-based models have their origin in the Four-Branch model of EI conceptualized by Mayer and Salovey (1997), including the branches: perceiving emotions, facilitating thought by using emotions, understanding emotions and managing emotions in oneself and others. Each branch represents a group of skills that proceeds developmentally from basic tasks to more challenging ones Mayer et al. 2016). Mayer et al. (1999) argued that EI can only meet the stringent criteria of true intelligence, if it is defined as a set of abilities of mental performance rather than just preferred ways of behaving. In their view, intelligence has to be distinguished from personality, because intelligence involves organismic abilities to behave, whereas personality traits involve dispositions toward behavior (Mayer and Salovey 1993).
In contrast to ability-based models, mixed-based models of EI include in addition to emotional abilities, a constellation of non-cognitive competencies, such as motivation, personality, temperament or character and social skills (Schutte et al. 2013; Cho et al. 2015). Having so many additional independent qualities, mixed EI models have been criticized to be weak from a construct validity point (Mayer et al. 2008) due to their unknown content and theoretical value (Joseph and Newman 2010). This research will thus follow the concept of ability EI rather than mixed EI.
2.4 How Should EI be Assessed?
As illustrated by Lopes (2016), the first stream is based on ability models and applies performance-based assessment. The second stream is also based on ability models, but utilizes self-report assessment. The third stream is based on mixed models and relies on self-report assessment. As mentioned above, this research will follow the concept of ability EI and thus self-report mixed EI assessment tools have been excluded from further discussion.
2.4.1 Ability EI Assessed Performance-Based
Some scholars argue that that EI is best measured as ability, because people are poor at estimating their own levels of intelligence and therefore they estimate their abilities based on other bases, such as self-confidence or self-esteem (Mayer et al. 2016; Schlegel and Mortillaro 2019). The Mayer-Salovey-Caruso Emotional Intelligence Test (MSCEIT) is still the only performance-based ability assessment tool (Macht et al. 2019). Yet, there is also no consensus among experts in regard to the evaluation of the responses of this test (Carvalho et al. 2016). The challenge is to determine objective correct responses (Roberts et al. 2001). In particular, cultural context might affect people’s emotions and it is thus not certain if a measurement developed within a specific cultural setting can also applied in another cultural setting (Law et al. 2008; Lee and Kwak 2012). Another drawback of the MSCEIT is the considerable amount of time to complete the 141 items and the high costs of its application (Carvalho et al. 2016). Thus, measuring EI as an ability remains a big challenge (Lopes 2016).
2.4.2 Ability EI Assessed Self-Reported
One of the most frequently administered ability EI self-report assessment tools is the Wong and Law Emotional Intelligence Scale (WLEIS). The initial motivation to develop the WLEIS, was the need for a simple, practical, and psychometric sound measure of ability EI that can be used for organizational research purposes, i.e. that can be applied on the workplace (Wong and Law 2002). The WLEIS has many advantages, such as the fact that it is relatively short, including only 16 items, designed to be applied on working population, free to administer and described to be relatively independent of personality traits (Ng et al. 2007; Brannick et al. 2009). Current research indeed supports the cross-cultural generalizability of the WLEIS (Libbrecht et al. 2014; Carvalho et al. 2016; Iliceto and Fino 2017) and there is evidence that it is a predictor for job performance (Wong and Law 2002; Law et al. 2008; Trivellas et al. 2013; Chen et al. 2015).
2.5 Artificial Emotional Intelligence as Neglected Component of Artificial Intelligence
Although, Artificial Intelligence (AI) technologies have evidently demonstrated how they enhance our lives, e.g. smartphones, online shopping services and how business connect with and understand customers, many challenges remain to be met, for AI to take off with all on board (Helal 2018). According to Rossi (2018), the current research in AI focus on two main areas. One is based on rules, logic and symbols. The other area of research is based on examples, data analysis and correlation and can be applied in cases where there is an incomplete definition of the problem to be solved. However, when it comes to AI, emotions are not usually the first thing that comes to mind (Schuller and Schuller 2018). Yet, understanding how people solve problems in the area of emotions is essential for computer systems and robots to emulate human reasoning (Mayer et al. 2016). Consequently, all tasks requiring EI are still beyond the reach of AI systems (Brynjolfsson and Mitchell 2017). Therefore, developing Artificial Emotional Intelligence, in particular the ability to recognize emotions and then respond appropriately, is essential to the true success of digital assistants we interact with every day, such as Apple’s Siri or Google’s Alexa (Krakovsky 2018).
3 Conceptual Model and Hypotheses Development
3.1 Anxiety Caused by Agile Practices
Individuals can experience negative psychological states, such as anxiety, because they ineffectively interpret emotional stimuli, set inappropriate goals, implement ineffective coping strategies or fail to employ appropriate emotion regulation skills (Thomas et al. 2017). For this research, anxiety is defined as “a negative psycho-emotional state that results when fear of events, which are not always identifiable, manifests as an exaggerated response where nervousness and worry predominate” (Castro-Sánchez et al. 2019).
This also applies to IS-professionals, as they encounter numerous obstacles in their effort to successfully complete their assigned tasks and these challenges increase levels of stress, which subsequently affect their ability to self-regulate their feelings and understanding (Rezvani and Khosravi 2019). For example, some agile team members experience fear that is caused by the transparency of their skill deficiencies, because agile practices, such as daily stand-up meetings, onsite customers or the use of storyboards require direct and constant communication and collaboration (Conboy et al. 2011). Similar cases have been reported by Lalsing et al. (2012), where team members did not raise concerns regarding their technical deficits in order to avoid revealing that they were technically behind other team members. Furthermore, many developers feel a strong temptation to always say “yes” to avoid appearing less competent than other team members, even if they know that they cannot deliver a certain task in a given time (Kovitz 2003). Furthermore, some agile team members, particularly junior team members, might feel scared to make estimates, velocity or product backlog, because they are afraid to be perceived as incompetent for potentially making wrong estimates (Dorairaj et al. 2012). It has also has been pointed out that agile team members might even try to avoid arguing in order to conform to other team members, although this behavior is preventing effective decision-making (Moe et al. 2012). In addition, agile team members might also feel worried about adapting to the new agile methodology, i.e. that they might feel unsecure whether they can adapt adequately to this new methodology and having concerns, about how other team members might judge them (Javdani Gandomani and Ziaei Nafchi 2016).
H1a. The ability to regulate one’s own emotions is negatively associated with anxiety perceived by agile team members.
3.2 Motivation to Apply Agile
Motivation is recognized as a key success factor for software projects (Sharp et al. 2009) and hence low motivation can cause failure of software engineering endeavors (Pankratz and Basten 2017). For this research motivation is defined as “initiation, direction, intensity and persistence of behavior” (Sharp et al. 2009). On the one hand, recent studies indicate that motivation of agile teams is even significant higher than of plan-driven teams (Kakar 2017). They argued that this is due to self-organization, which is positively related to motivation because it stimulates greater team member involvement and participation, resulting in higher commitment and motivation. On the other hand, motivation has also been increasingly cited as a particularly pernicious people problem in software engineering (Sharp et al. 2009). For example, Conboy et al. (2011) reported that some agile team members perceived the adoption of agile methods as overly onerous, complex and time-consuming. Although, possessing the competence, they were not convinced that agile will work and hence lacked motivation to apply agile practices. This was particularly prominent in companies that adopted agile methods top-down. A lack of enough motivation can also be a hidden reasons why some agile team members are indifferent to adopt agile methods in their organizations (Javdani Gandomani and Ziaei Nafchi 2016). Another aspect has been highlighted by Lalsing et al. (2012), who reported that agile team members might suffer from motivation issues, when tasks are assigned to them that they do not perceive as challenging enough.
Law et al. (2008) associated motivation with the ability to use emotions to facilitate performance. They argued that people with strong learned goal-seeking behaviors are able to make use of their emotions in order to direct their behaviors to achieve their goals. In a similar vein, Mayer et al. (2016) stated that EI includes the ability to facilitate thinking by drawing on emotions as motivational and substantive inputs. In regard to team EI, Barczak et al. (2010) stated that teams with higher EI are better to inspire support and confidence in fellow team members. As a result, following hypothesis is proposed:
H2a. The ability to use emotions is negatively associated with motivation challenges of agile team members.
H2b. The ability to regulate emotions is negatively associated with motivation challenges of agile team members.
3.3 Communication Competence in Agile Teams
In ADM projects, close and frequent communication among team members substitutes predetermined plans, such as used in traditional management approaches (Thorgren and Caiman 2019) and therefore hurdles in communication can in turn have a negative impact on the efficiency of agile practices (Pikkarainen et al. 2008) and several dependant functionalities, such as the communication of requirements or queries (Lalsing et al. 2012). The importance of communication competence throughout the entire ADM project has thus been highlighted by many scholars (Lalsing et al. 2012; Hummel et al. 2013; Ghobadi and Mathiassen 2016). Likewise, Pedersen (2013) shed light on the importance of communication with the client as it continues throughout the development process. For example, customers are given demonstrations of solution after each iteration and their feedback is used as the basics for the next course in action. Great emphasis is also placed on communication involving diverse stakeholders through practices such as joint-application design sessions and customer focus groups (Ghobadi and Mathiassen 2016). This research has chosen a definition of communication competence proposed by McCroskey (1988) as “adequate ability to pass along or give information; the ability to make known by talking or writing”.
In ADM projects, knowledge is considered to be social constructed and collectively held and verbal communication is considered to be more effective in sharing concepts, ideas or desires, because it allows rapid mutual feedback and also stimulate further thinking, by transforming and reshaping thoughts and drawing new implications from them (Melnik and Maurer 2004). Hence, agile practices mainly rely on face to face conversations between team members to communicate rather than just source code (Kovitz 2003) and they are therefore shifting communication from the traditional paradigm, including documentation, plans and models towards more informal communication (Hummel et al. 2013). In the same vein, Begel and Nagappan (2007) pointed out that within an agile context social cliques may become the dominant means of communication and that those with poor interpersonal skills might be excluded from these cliques and thus from important communication as well.
Yet, in order to successfully transfer tacit knowledge, the agile team members need to possess a multitude of characteristics, such as empathy and the ability to articulate and communicate enough (Takpuie and Tanner 2016). However, IS-professionals have been reported to be an introverted personality type (Beecham et al. 2008; Hendon et al. 2017), who enjoys working alone and may get overwhelmed with too much social interactions (Sharp et al. 2009; Shih et al. 2014). They have also been characterized to have no desire to interact with customers (Shih et al. 2014) and who typically have difficulties in communicating because their actions are based on what they think rather than on what somebody else feels (Capretz 2003). Yet, whenever team members work together, emotions grow out of social interactions and thus have a pervasive influence in establishing a collaborative environment, where team members are encouraged to embrace change and to openly share and discuss their individual viewpoints, share knowledge and learn from each other (Barczak et al. 2010). Furthermore, emotions convey information and therefore function as communication signals, such as happiness is a signal of wanting to join with others or sadness is a signal of loss and wanting of comfort (Mayer et al. 2008). Therefore, scholars have shed light on the relation between EI and communication competence, such as effective communication requires the management and recognition of one’s own and others’ emotional expression (Troth et al. 2012a) or the ability to understand emotions contributes to developing communication skills (Petrovici and Dobrescu 2014). In a similar vein, George (2000) argued that in order to effectively communicate with other people about one own needs and concerns it is necessary to accurate appraise and express emotions of one’s self and others’. Consequently, the following hypotheses are proposed:
H3a. The ability to appraise and recognize emotions in one’s self is negatively associated with communication challenges.
H3b. The ability to appraise and recognize emotions in others is negatively associated with communication challenges.
H3c. The ability to regulate emotions is negatively associated with communication challenges.
3.4 Mutual Trust as Key Factor for Team Performance
Mutual trust is one of the most influential key factors in regard to agile team performance (Lalsing et al. 2012) and a predictor for project performance and project effectiveness (Rezvani et al. 2016). For this research, trust will be understood as “a psychological state comprising of the intention to accept vulnerability based upon positive expectations of the intentions of behaviours of another” (Rousseau et al. 1998). Yet, trust can be challenging in agile teams. For example team members might be reluctant to assign certain tasks to other team members, because they have concerns if they can accomplish them in an effective manner and on time and thus assign the tasks to themselves and as a consequence cause delays in other areas (Lalsing et al. 2012). Likewise, Henttonen and Blomqvist (2005) argued that trust is an important component in team development and effectiveness, because team members are less willing to contribute and cooperate if there is a lack of trust. In particular, at the start of a project, a lack of familiarity between the team members can be an impediment for collaboration and communication (Lalsing et al. 2012). Another aspect that impedes the building of trust are cultural issues (Javdani Gandomani and Ziaei Nafchi 2016). As illustrated by Dorairaj et al. (2012), cultural differences include the accent and rapidness of verbal communication, body language and also actual meaning for the spoken word. For example, words might have different meanings in different cultures. Replying with “yes” by an Indian team member might mean “Yes, I heard you.” However, an American team member might perceived it as “Yes, it is done”. This lack of cultural understanding impedes significantly the building of trust and bonding among the team members.
H4a. The ability to regulate emotions is negatively associated with mutual trust challenges.
H4b. The ability to appraise and recognize emotions in one’s self is negatively associated with mutual trust challenges.
The ability to appraise and recognize other people’s emotions assist in being accepted by others, earning their trust and gaining their collaboration (Law et al. 2008). As a result, below hypothesis can be formulated:
H4c. The ability to appraise and recognize other people’s emotions is negatively associated with mutual trust challenges.
4 Research Methodology
4.1 Indicating Causal Inference
One of the most repeated mantras in social science is that “correlation does not imply causation” (Box-Steffensmeier 2007). In order to imply that changes of one variable causes changes in another variable, research design needs to ensure that their relationship is not spurious, i.e. that there are no unaccounted causes making the original variables just to appear to be correlated (Abbott and McKinney 2013). The failsafe to ensure nonspuriousness is to use randomized experiments, because if the individuals were randomly assigned to the treatments, the baseline characteristics, also referred to as covariates, on average are approximately equal (Antonakis et al. 2010). However, randomisation is often unethical or just not feasible (Russo et al. 2011). In social science, most studies are therefore designed based on non-experimental design and observational data, as the studied objects can often not be randomly exposed to the event (Tsapeli and Musolesi 2015).
4.2 Propensity Score Matching
A framework for quasi-experimentation has first been formalized by Rubin (1974). Rubin’s Causal Model (RCM) is a model with a compact and precise conceptualization of causal inference, which includes the three key elements: units, treatment and potential outcomes (Shadish 2010). In order to reduce bias, the treatment units have to be matched with the most similar control units (Tsapeli and Musolesi 2015), e.g. by applying propensity score matching (PSA). PSA is a mathematical approach that utilizes the participant’s probability to be assigned to a group to balance the participants between the groups (Forrest 2012). This probability is calculated based on a propensity score, which is the probability of being treated, by summarizing the covariates into one single scalar (Stuart 2010).
PSA can thus only provide consistent estimates, if the researcher has sufficient knowledge about covariates that predict whether an individual would have received the treatment or not (Antonakis et al. 2010). However, not all covariates, related to treatment and outcome needs to be included, as a sufficient number of covariates is sufficient to delink selection into treatment from the outcome (Herzog 2014). Covariates omitted are controlled for the extent that they correlate with the covariates included in the propensity score and therefore from a theoretic perspective, the inclusion of only those covariates that effect the treatment assignment is sufficient and thus covariates related to the outcome can be neglected (Austin 2011). Yet, the decision to include certain variables as covariates or not should be generous, because there is no huge impact when including variables that actually do not influence the treatment variable. However, neglecting potentially important covariates could be very costly in regard to increased bias (Stuart 2010). In regard to this study, prior research has demonstrated the EI is influenced by gender (Carvalho et al. 2016; Cabello et al. 2016), cultural background (Van Rooy et al. 2005; Ng et al. 2007; Margavio et al. 2012) and age (Cabello et al. 2016). Consequently, these three characteristics will be considered as confounding covariates.
Furthermore, PSM aims to balance covariates between the treatment and control group, when the treatment is binary (Imai and David 2004). Though, the treatment variable for this study is EI, which is a continuous variable. EI has thus been dichotomized, in a way that participants, with a score in the upper third of the population in the examined EI dimension have been assigned to the treatment group and respectively, participants with a score in the lower third have been assigned to the control group.
4.3 Data Collection, Ethical Considerations, Sample and Measures
Data collection started July 13th 2018 and was conducted for eleven weeks. Any IS-professional, who had experienced ADM were welcome to participate in this research. Participation was anonymous, voluntary and without any compensation. The participants were also informed about the purpose of this research, that they are free to withdraw at any time and that everything they report is confidential.
The participants came from 53 different cultural backgrounds. Though, the majority either came from German (22%) or Indian (23%) cultural background. Despite of the high amount of German participants, the sample is a fair representation of the global software industry, which is dominated by men (Weilemann and Brune 2015) and also is the Indian IT service industry possessing a high share of the world market (Woszczynski et al. 2016).
4.4 Human Related Agile Challenges Inventory (HRACI)
So far, no instrument has been designed to measure the degree of perceived challenges in ADM projects and therefore the Human Related Agile Challenges Inventory (HRACI) had to be developed. The HRACI builds on previous research and contains the four dimensions: anxiety (ANX), motivation (MOT), communication (COM) and mutual trust (TRU). Three indicators for each dimension have been derived based on identified human related challenges reported in the literature for ANX, MOT and TRU. The indicators for COM are based on the Self-Perceived Communication Competence Scale (McCroskey 1988). All indicators are assessed by means of a 5-point Likert-scale.
4.5 Wong and Law Emotional Intelligence Scale (WLEIS)
The WLEIS contains the four dimensions: appraisal and expression of emotion in oneself (SEA), appraisal and recognition of emotion in others (OEA), use of emotion to facilitate performance (UOE) and regulation of emotion in oneself (ROE) (Law et al. 2004). These four dimensions are based on the Salovey and Mayer Ability Model of Emotional Intelligence (Wong and Law 2002). Recent research confirmed similarities between the four dimensions used in the WLEIS and the four factors of Salovey and Mayer’s Ability Model of Emotional Intelligence (Carvalho et al. 2016).
5 Data analysis
5.1 Hypothesis Testing
Appraisal and expression of emotion in oneself
Appraisal and recognition of emotion hi other
Use of emotion to facilitate performance
Regulation of emotion in oneself
HRACI Standardized factor loadings
WLEIS Standardized factor loadings
Appraisal and expression of emotion in oneself
Appraisal and recognition of emotion in others
Use of emotion to facilitate performance
Regulation of emotion in oneself
The analysis of the data has confirmed seven and rejected two of the proposed hypothesis. Also three new findings were identified. The confirmed hypothesis and the new findings will be discussed in section 6.
5.2 Impact of EI on Perceived Challenges
Average treatment effect
Appraisal and expression of emotion in oneself
Appraisal and recognition of emotion in others
Use of emotion to facilitate performance
Regulation of emotion in oneself
The abilities to use emotion to facilitate performance and to regulate emotions in oneself had the highest impact on the measured challenges.
6 Discussion and Findings
The purpose of this research was to examine if a lack of EI has a negative impact on perceived human related challenges in agile teams within the dimensions of anxiety, motivation, communication competence and mutual trust. Data analyses revealed ten significant negative associations. Each dimension is now discussed.
6.1 EI as Protective Factor for Anxiety
The results showed that anxiety in agile teams is negatively related to the abilities of self-emotional appraisal and use of emotions. These findings are consistent with results of prior research. For example, male medical Iranian students perceive less test anxiety, if they have high EI (Ahmadpanah et al. 2016) or young Spanish football players who have low scores in perceiving and regulating their emotions report higher levels of anxiety (Castro-Sánchez et al. 2019). Recent research has indicated that EI can diminish the probability of anxiety (Abdollahi and Abu Talib 2015) and therefore can serve as a protective factor in the path from rumination to anxiety (Liu and Ren 2018).
These findings therefore support prior recommendations. If agile team members feel insecure, they might be reluctant to be transparent about their weaknesses and feel afraid to admit the truth about what is really happening in their teams (Dorairaj et al. 2012). Hence, such as that agile team members need an environment where they feel safe to expose their weaknesses (Conboy et al. 2011) and they need a sense of psychological safety, that is they must feel safe to speak up when noting a gap in others’ work or difficulties in their own (Thorgren and Caiman 2019). Hence, the decision on the extent of agile use should consider concerns raised by agile team members and where significant anxiety is noted, management may wish to make participation optional if possible (Cram 2019).
6.2 EI as Predictor of Motivation
The results of this study have found that the abilities to use emotions and to regulate emotions are both negatively related to agile team members perceiving challenges in regard to motivation. This is in line with prior research, such as Law et al. (2008), who stated that EI is a reasonable predictor of motivation, because individuals with high EI are able to regulate and user their emotions to improve performance and therefore they are able to focus their efforts and maintain their motivation levels. In a similar vein, Christie et al. (2007) found that individuals with higher ability to regulate emotions are more likely to report being motivated by achievement needs. Recently, there has also been growing interest in examining the relation of EI and motivation in the context of athletes. For example, Rubaltelli et al. (2018) conducted a study to investigate the impact of EI on half marathon finish times. Their results suggested that individuals who are effective at controlling emotions can reduce the impact of fatigue, which then leads to better performance. They argued that this is in particular important when participating in foot races, as it takes great mental strength to keep going despite feeling close to exhaustion. In another recent study related to athletes, Sukys et al. (2019) examined adult basketball players and reported that the ability to manage emotions is negatively related to athletes’ motivation to perform.
In regard to agile teams, Javdani Gandomani and Ziaei Nafchi (2016) thus suggested that agile team members, who experience motivation challenges, need more time to change themselves and to find their ways to adopt agile practices.
6.3 All EI Dimensions are Related to Communication Competence
The results have revealed that all four dimensions of EI, self-emotional appraisal, others’ emotional appraisal, use of emotions and regulation of emotions are significantly related to communication challenges occurring in agile teams. The results of this research are in line with what has been previously reported. For example, a significant relationship between EI and social communication competence has been found when examining American IS-professionals (Hendon et al. 2017), Malaysian students with high EI have been reported to better command in communication skills (Ahmad Marzuki et al. 2015) or the ability to manage others’ emotions is significantly correlated with communication performance (Troth et al. 2012b).
The security and ease of communication is fundamental in ADM projects, in order to keep individual team members in sync with the iterative cycle as well as with other team members (Thorgren and Caiman 2019). Hence, organizations should not simply hire IS-professionals based upon their technical strength, but pay attention to their EI and communication skills (Hendon et al. 2017).
6.4 EI Fosters Mutual Trust
The results provide preliminary evidence that mutual trust challenges in agile teams are negative related to the ability to appraise others’ emotions and the ability to regulate one’s own emotions. The results confirm prior finding, such as that EI promotes team trust and trust in turn fosters a collaborative culture which then enhances the creativity of the team (Barczak et al. 2010), that the EI is positively related to trust (Rezvani et al. 2016) or that EI mitigates stress and therefore fosters trust among software developers (Rezvani and Khosravi 2019). Hence, EI plays a key role in social situations, instilling feelings of trust and cooperation, in particular in highly stressful work conditions, such as complex projects (Rezvani et al. 2016).
7.1 Contribution to Theory
This study has made four notable contributions to theory. First, this study has provided preliminary evidence that EI plays an important role in agile teams and thus extends the research on critical success factors in ADM-projects. So far, the current literature has only highlighted the importance of quality, scope, time and costs (Chow and Cao 2008) or organizational, team and customer factors (Ahimbisibwe et al. 2015). Second, this research also contributes to research efforts on the vital role of EI in the workplace. Consistent with past studies, it confirms that EI measured as self-report ability by WLEIS is a significant predictor for job performance beyond the effect of general mental ability (Wong and Law 2002; Trivellas et al. 2013; Chen et al. 2015; Law et al. 2008). Third, the benefits of applying PSM in psychological and organizational research have been demonstrated. Although, PSM has gained popularity in fields such as economics, epidemiology, medicine and political science (Stuart 2010), due to a lack of understanding of the underlying principles of PSM techniques, is has yet not been widely applied in psychological research (Harder et al. 2010). Fourth, an increasing body of literature has reported human related challenges perceived by agile team members (Conboy et al. 2011; Lalsing et al. 2012; Javdani Gandomani and Ziaei Nafchi 2016). Yet, there has been a lack of a practical measure for these challenges. This paper has developed the HRACI, which has demonstrated good internal validity for all its dimensions.
7.2 Contribution to Practice
Two key managerial implications follow from these discussions. First, the findings clearly advocate the need to consider and assess the EI of IS-professionals when staffing ADM-projects. This study therefore provides support for researchers who have argued that prior research has focusing on technical skills of software developers on project outcome, yet underestimated social and emotional skills (Rezvani and Khosravi 2019) or who advocated that employers should select employees not only based on their technical skills, but also if they can express their expertise with the use of positive EI and communication effectiveness (Hendon et al. 2017). Second, training of agile team members should go beyond improving only their technical skills but also include special EI awareness and development training. Preliminary evidence exists, that EI indeed can be trained (e.g. Nelis et al. (2011), Lopes (2016) or Mattingly and Kraiger (2019)). Compared to more long-term or costly talent management approaches, EI training programs can provide a more immediate benefit to organizations, such as improved performance and affective outcomes (Mattingly and Kraiger 2019).
8 Limitations and Future Research
This research has some limitations that needs to be taken into account. First, both HRACI, as well as WLEIS are self-report measures and therefore are prone to self-enhancement and socially desirable responses (Lopes 2016). Hence, scholars have raised concerns, if EI assessed by self- report measures, actually measures an actual ability rather than a trait (Mayer et al. 2008; Brannick et al. 2009; Joseph and Newman 2010). Contrariwise, self-report EI measures are more efficient to assess EI in cross-cultural settings, because they tap into typical attributes of the individual’s thoughts, feelings, and behaviors in certain situations (Li et al. 2012). Subjective assessments may even provide a more comprehensive view of (perceived) emotional abilities, because test-takers are more likely to draw upon their full range of emotional experience across different context in life (Lopes 2016).
Second, the continuous treatment variable EI has been dichotomized. Although, methods such as the Generalized Propensity Score (Hirano and Guido 2004) exists, diagnostics are complicated for these methods, as it becomes more complex to assess the balance of the covariates (Stuart 2010). Consequently, the application of PSM to continuous treatment is rare (Fong et al. 2018) and researchers often dichotomize the continuous treatment variable in order to apply PSM (e.g. (Nielsen et al. 2011; De and Ratha 2012)).
Third, the authors acknowledge that the sample only includes IS-professionals and thus limits the generalizability of the research findings. Yet, this creates research opportunities for future researchers to examine if the preliminary findings of this study can be extended into other domains. This is in particular important, as although originally designed for software development, due to its success ADM have now also spread to non-IS projects (Serrador and Pinto 2015; Hoda et al. 2018), such as product development (Ramesh et al. 2019) and also moved into mainstream thinking as management practice (Birkinshaw 2019). Furthermore, human-related challenges related to anxiety, motivation, mutual trust or communication competence are not limited to collaboration in agile teams, yet occur in everybody’s daily life whenever people socially interact.
With the increasing popularity of ADM in modern software development, agile practitioners realized that its adoption within an organization is challenging . Yet, prior work has only focused on reporting various human related challenges, without providing insights about their origins. The findings of this study provide preliminary evidence that these challenges are negatively related to specific dimensions of EI.
Finally, the importance of EI in ADM might even become more important with the emergence of Aritifical Intelligence (AI). Recent research suggests that AI might assist human programmers in coding, e.g. AI could act as pair programming partner or humans could focus on writing test cases and AI would create the corresponding code. However, AI is less suitable for unstructured tasks, such as interacting with others or the potentially emotionally fraught tasks of communicating. Thus, with the increasing use of AI, the human role in ADM might shift from coding into primarily focusing on unstructured tasks, such as organizing and collaboration, which then might result in more human related challenges.
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