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Social engineering

Uppers and Downers

The Compelling Case for Prioritising Morale in Hiring

When making hiring decisions, every organisation faces a critical question: do we put more emphasis on technical “fit”, or on social “fit”? While technical skills have long dominated hiring criteria, there’s a growing recognition of the outsized impact that “uppers” – those who elevate mood and morale – can have on organisational performance and success.

As Tom DeMarco and Timothy Lister argued in their groundbreaking book “Peopleware” over three decades ago, the major problems of software projects are not technical, but human. Their extensive research demonstrated that the primary factors determining project success were related to social dynamics, communication, and workplace sociology—not technical challenges. This insight remains profoundly relevant across industries today.

The “Upper” Contributor: A Powerful Organisational Asset

When hiring for “fit,” the often-undervalued, nay invisible, “uppers” bring transformative qualities that extend far beyond their immediate role. These individuals:

  • Foster environments where innovation and risk-taking flourish
  • Build bridges between departments and break down silos
  • Serve as informal mentors, accelerating team development
  • Diffuse tension during high-pressure situations
  • Attract and retain other high-performers through positive relationships
  • Reduce management overhead by self-solving interpersonal friction
  • Act to minimose the disruption and suckitude caused by “downers”

DeMarco and Lister’s research in “Peopleware” provides compelling evidence that optimising the human environment—not the technical tools or processes—yields the greatest productivity gains. Their studies of software development teams found that top-performing teams weren’t distinguished by technical prowess but by how effectively they worked together.

“The major problems of our work are not so much technological as sociological in nature”

they observed after studying hundreds of development projects.

Research increasingly shows these contributions can have a quantifiable impact on productivity that often exceeds pure technical prowess. McKinsey research suggests that positive team environments can improve productivity by 20-25%, while negative ones can reduce it by similar margins.

The “Downer” Technical Fit: The Hidden Costs

The traditional hiring approach heavily weights technical “fit”—does this person have the right skills for the job? While technical competence is necessary, organisations that focus exclusively on this dimension often discover a painful reality: technically brilliant “downers” can extract a heavy toll on morale and team dynamics.

These costs include:

  • Increased turnover among team members seeking more positive environments
  • Reduced information sharing across the team
  • Decreased willingness to take risks or propose novel solutions
  • Higher management overhead to mediate conflicts
  • Diminished collective problem-solving capacity

Even the most technically gifted individual rarely works in true isolation in modern organisations. The cumulative negative effect of a “downer” can easily offset their individual technical contributions.

Identifying and Attracting “Uppers”

Recognising the value of “uppers” is one thing; successfully identifying and attracting them is quite another. Smart organisations employ several strategies:

  1. Look beyond traditional interviews: Use team interactions, informal settings, personal recommendations and practical collaboration exercises to observe candidates’ natural social tendencies.
  2. Value emotional intelligence explicitly: Include structured assessment of emotional intelligence, not just as a “nice to have” but as a core competency.
  3. Seek evidence of collaborative achievements: Ask for specific examples where candidates helped others succeed, rather than just personal accomplishments.
  4. Check for reputation, not just references: How candidates are remembered by peers often reveals more than formal references.
  5. Create interview processes that naturally appeal to “uppers”: Warm, engaging conversations tend to energise uppers while making downers uncomfortable.
  6. Involve the team in hiring decisions: People with positive social qualities are more readily identified by peers than by managers.

The Paradoxical Role of Systems in Enhancing “Uppers”

W. Edwards Deming, the father of quality management, famously observed that “94% of problems in business are systems problems, not people problems.” This insight creates an interesting paradox when considering “uppers” and “downers” in organisations.

While “uppers” inherently bring positive social qualities, the systems they operate within can either amplify or diminish their impact. Deming argued that systems could either bring out the best in people or frustrate and constrain them. The paradox is that “uppers” often thrive and multiply within well-designed systems, and they’re simultaneously the people most capable of transcending and improving broken systems.

Good systems:

  • Create space for “uppers” to exercise their positive influence
  • Remove artificial barriers to collaboration
  • Reduce unnecessary friction that drains energy
  • Encourage an atmosphere conducive to innovation
  • Establish clear boundaries that prevent “downers” from undermining team dynamics

As Deming would likely argue, hiring “uppers” is essential, but embedding them in supportive systems exponentially increases their impact. Similarly, DeMarco and Lister found that top-performing teams weren’t just collections of “uppers,” but “uppers” operating within environments designed to enable their success.

The most forward-thinking organisations recognise this relationship and create virtuous cycles: they hire “uppers,” who improve systems, which then attract more “uppers,” creating a compounding advantage that a focus on hiring for technical skills cannot match.

When “Uppers” Prove Most Valuable

Certain scenarios demonstrate where “uppers” deliver exceptional value:

  • Teams recovering from toxic leadership or low morale
  • High-growth phases requiring rapid onboarding and team formation
  • Organisations undergoing significant change or transformation
  • Teams tackling ambiguous problems requiring creative collaboration
  • Groups facing high-pressure, high-stress environments where resilience matters
  • Groups plagued by the deleterious effects of one or more “downers”

In these contexts, the regenerative power of positive social dynamics proves crucial to organisational survival and success.

The Bottom Line: The Upper Advantage

Forward-thinking organisations are increasingly recognising a fundamental truth: whilst technical skills can be taught, the qualities that make someone an “upper” are deeply ingrained and difficult to develop. A technically adept candidate can be trained on new systems, frameworks, and methodologies, but transforming a “downer” into an “upper” requires profound personal change that rarely occurs.

As DeMarco and Lister concluded in “Peopleware,”

“The major problems of our work are not so much technological as sociological in nature.”

Their pioneering work demonstrated that team dynamics matter far more than technical factors in determining productivity and success. Their research showed that the best-performing teams were distinguished not by technical superiority, but by how well they collaborated, communicated, and solved problems together.

The real magic happens when organisations cultivate environments and the way the work works that naturally attract and retain “uppers.” These positive-energy contributors create cumulative advantages: they attract other talented “uppers,” they mentor and develop colleagues, they solve problems creatively through collaboration, and they build resilient teams and workplaces that withstand challenges.

In an era of increasing technical parity between organisations, where technical skills quickly become commoditised, the competitive advantage increasingly comes from how effectively teams collaborate, innovate, and adapt. The “uppers” who catalyse these capabilities represent perhaps the most undervalued asset in modern organisations.

As you evaluate your next hiring decision, consider this: the immediate technical contribution of a candidate might solve today’s problem, but the social impact of an “upper” could transform your entire team’s trajectory. And the social impact of a “downer” could turn everting to shit.

What’s your experience? Has your organisation discovered the transformative power of prioritising “uppers” in your hiring process? Or conversely, have you seen technically brilliant “downers” undermine team effectiveness despite their individual contributions? How do you balance these considerations in your own hiring decisions?

Further Reading

DeMarco, T., & Lister, T. (2013). Peopleware: Productive projects and teams (3rd ed.). Addison-Wesley Professional.
Lencioni, P. (2016). The ideal team player: How to recognize and cultivate the three essential virtues. Jossey-Bass.
Brown, B. (2018). Dare to lead: Brave work. Tough conversations. Whole hearts. Random House.
Brown, B. (2012). Daring greatly: How the courage to be vulnerable transforms the way we live, love, parent, and lead. Gotham Books.

Technical Practices Are Worthless Without Social Foundations

The Missing Social Layer

What happens when an organisation adopts the latest technical practices without considering its social environment? Why do we endlessly see promising technical initiatives falter, even with substantial investment and genuine commitment? Could the answer lie not in the practices themselves, but in the underlying social fabric of our workplaces?

Common Social Barriers

Fear of Failure

When was the last time you saw a team hesitate to deploy, despite having robust automated testing? What made them pause? Could it have been the memory of that last team meeting where someone was publicly criticised for a production issue?

Silos and Territory Wars

How effective is your beautifully designed microservice architecture when teams refuse to collaborate? What value does elegant API design bring when knowledge is hoarded rather than shared? Haven’t we all watched teams dodge responsibility with “that’s not our problem”?

Management Monstrosities

Why do managers often resist investment in refactoring or comprehensive test suites? Could it stem from a fundamental category error—treating software development as if it were manufacturing or construction or service rather than collaborative knowledge work? How do inappropriate metrics and misaligned incentives contribute to this dysfunction?

The Oh So Rare Success Stories

In organisations where technical practices flourish, what sets them apart? Could it be their:

  • Culture of open communication and trust?
  • Folks of all stripes who genuinely understand and support technical practices?
  • Active encouragement of CKW perspectives like non-linear value creation (outcomes do not correlate with effort), that learning is delivery (we can’t separate discovery from doing), and inherent synergistism (the whole > the sum of parts)?
  • Treatment of failures as learning opportunities?

Moving Forward

Before diving into technical transformations, organisations might choose to first examine:

  1. How do teams currently interact and communicate?
  2. What prevents honest dialogue about problems?
  3. Do folks truly understand the nature of software development i.e. it’s CKW?
  4. What stands in the way of learning from failures?

Conclusion

Could it be that most organisations aren’t ready for advanced technical practices, not due to technical capability, but because of their social environment? What would need to change in your organisation for these practices to take root, let alone truly thrive?

When you look at your next technical practices initiative, perhaps the real question isn’t whether your team can implement it—but whether your organisation provides the social foundation for it to flourish?

A Path to Better Team Communication

The Power of Communication Preferences

Communication lies at the heart of effective teamwork, yet we often overlook how differently each of us prefers to communicate, and be communicated with.

Many’s the time I’ve invited teams to spend a day exploring their individual communications styles using Wilson Learning’s Social Styles model and approach. The aim has always been simple yet profound: to help team members equip themselves with genuine empathy for each other’s communications preferences. At the heart of Social Styles lies a fundamental observation—when we tailor our communication style to match the preferences of our recipient, we’re more likely to be understood – and appreaciated, too.

This insight has proven transformative across many teambuilding workshops, where team members discover not just how they prefer to communicate, but how their fellows’ preferences might differ from their own. Time and again, I’ve watched as understanding dawns and teammates begin to see their past communication challenges in a new light.

The Social Styles Framework Explained

At its core, the Social Styles model recognises that people tend to display consistent patterns in how they prefer to communicate and interact with others. These patterns form distinct styles, each with its own strengths and characteristics. The value of this approach lies in its simplicity: by understanding these patterns, we can adapt our communication with others to better resonate with them.

A Model, Not a Box

It can be helpful to understand that Social Styles is a model—a lens through which we can view and understand communication preferences.

“All models are wrong – some are useful”

~ George Box

 

It’s not meant to pigeonhole individuals into rigid categories. People are complex and adaptable, often displaying different styles in different contexts or combining various aspects of multiple styles. The model serves as a practical tool for understanding and improving communication, not as a definitive categorisation of personality types.

The Four Primary Social Styles

Analytical Style

Analyticals are thoughtful, methodical, and detail-oriented. They prefer facts and data over emotions and tend to approach situations with careful consideration. These individuals value accuracy and logic above speed and often require thorough information before making decisions.

Driver Style

Drivers are direct, decisive, and results-focused. They communicate succinctly and prioritise outcomes over relationships. Time-conscious and task-oriented, Drivers appreciate efficiency and may come across as impatient with lengthy discussions or emotional considerations.

Expressive Style

Expressives are enthusiastic, creative, and people-oriented. They communicate with animation and energy, often using stories and metaphors. These individuals generate ideas readily and prefer big-picture thinking to detailed analysis. They value recognition and opportunities for social interaction.

Amiable Style

Amiables are supportive, patient, and relationship-focused. They excel at creating harmony and building consensus within teams. These individuals prefer cooperative approaches to competitive ones and may take time to build trust before sharing opinions openly.

I’ll add a new section after “The Four Primary Social Styles” and before “The Sixteen Sub-Styles”:

Different Styles, Different Communication Needs

Understanding how each Social Style approaches communication reveals fascinating insights into what different people need from their interactions. These varying needs often explain why what works brilliantly for one colleague might fall completely flat with another.

What Analyticals Need

Analyticals thrive on detail and precision. When communicating with them, they need time to process information, and they appreciate written documentation they can review thoroughly. They’re likely to become frustrated by vague statements or emotional appeals without supporting evidence. In meetings, they tend to need clear agendas and time to prepare their thoughts in advance.

What Drivers Need

Drivers need efficiency and results-focused communication. They appreciate direct approaches that get straight to the point and outline clear outcomes. They become impatient with lengthy preambles or excessive relationship-building conversation. When presenting to Drivers, they need you to lead with conclusions and have supporting details ready only if requested.

What Expressives Need

Expressives need engagement and interaction. They thrive on enthusiasm and appreciate when others share their energy for ideas and possibilities. They need time to explore concepts verbally and often process their thoughts through discussion. In presentations, they need the big picture first and appreciate visual aids and stories that bring concepts to life.

What Amiables Need

Amiables need personal connection and harmony. They appreciate when others take time to build rapport and show genuine interest in their perspectives. They need a safe space to share their thoughts and may require explicit invitation to contribute in group settings. When receiving feedback, they need it delivered with sensitivity and appreciation for their efforts.

The Impact in Practice

Understanding these varying needs transforms everyday workplace interactions. A status update that satisfies a Driver’s need for brevity might leave an Analytical feeling uninformed. Similarly, an Expressive’s enthusiastic brainstorming session might overwhelm an Amiable who needs more time to interact and chat.

The key isn’t to completely reshape our communication style for each interaction, but rather to make adjustments that acknowledge and respect these different needs. For instance, when sharing important news:

  • For Analyticals: Provide detailed written documentation alongside verbal explanations
  • For Drivers: Start with the bottom line, then be ready with supporting details if requested
  • For Expressives: Create opportunities for discussion and exploration of implications
  • For Amiables: Take time to check in personally and ensure they feel comfortable with changes

This understanding leads us to a crucial question for self-reflection: How often do you consciously attend to the communications needs of your team mates, and others? It’s a simple question, yet one that can transform our daily interactions when we pause to consider it regularly.

The Sixteen Sub-Styles: Understanding Blended Characteristics

Just as colours blend to create new shades, Social Styles often combine in unique ways within individuals. Whilst we might have a dominant style, many of us display characteristics of other styles in varying degrees. These combinations, or sub-styles, offer a richer understanding of how we communicate and interact. Think of them as subtle variations that help explain why two ‘Drivers’, for instance, might approach the same interaction rather differently.

Understanding these blends is particularly valuable because it reinforces that we’re not dealing with rigid categories, but rather with fluid combinations of traits and preferences. As you explore these combinations, you might recognise aspects of yourself or your colleagues in several of them—and that’s entirely natural. The sub-styles help us appreciate the nuanced ways in which communication preferences can manifest.

Driver Blends

  • Driver-Driver: Highly assertive and direct, with strong control needs
  • Driver-Analytical: Strategic decision-maker combining speed with analysis
  • Driver-Expressive: Dynamic and persuasive, with strong leadership tendencies
  • Driver-Amiable: Results-focused but maintains awareness of team harmony

Analytical Blends

  • Analytical-Analytical: Extremely detail-oriented and systematic
  • Analytical-Driver: Methodical yet decisive, values efficient processes
  • Analytical-Expressive: Combines careful analysis with creative solutions
  • Analytical-Amiable: Thorough and considerate, builds trust through expertise

Expressive Blends

  • Expressive-Expressive: Highly energetic and socially engaging
  • Expressive-Driver: Charismatic leader who drives for results
  • Expressive-Analytical: Creative problem-solver with attention to detail
  • Expressive-Amiable: Enthusiastic team-builder, focuses on positive relationships

Amiable Blends

  • Amiable-Amiable: Deeply supportive and relationship-focused
  • Amiable-Driver: Balanced approach to task and relationship needs
  • Amiable-Analytical: Patient problem-solver who values harmony
  • Amiable-Expressive: Warm and engaging, builds strong team connections

Style Interactions in Practice

Understanding these nuanced combinations helps teams appreciate the complexity of workplace interactions. For instance, an Analytical-Driver might need to consciously soften their approach when working with an Amiable-Expressive colleague, who may require more personal connection before diving into tasks.

Why Teams Benefit from Style Awareness

Breaking Down Communication Barriers

When team members understand that their colleagues aren’t being deliberately ornery but rather receiving communications through their natural style, tensions often dissolve. A direct communicator might learn to soften their approach with more relationship-oriented colleagues, whilst analytical team members might learn to provide more emotional context when needed.

Building Empathy Through Understanding

The day-long exploration of Social Styles serves as more than just a training exercise—it becomes a shared experience that builds lasting empathy and fellowship. Team members often experience ‘aha’ moments when they realise why past communications may have gone awry.

The Art of Style Flexing

Adapting Without Compromising

The most powerful insight from Social Styles is that we can maintain our authentic selves whilst adjusting our communication approach. This isn’t about changing who we are—it’s about attending to others’ needs and being more effective in how we convey our messages to different audiences.

Practical Applications in Daily Work

Teams who embrace style flexing often report improved outcomes in discussions, where different perspectives are better understood and valued; conflict resolution, as team members recognise triggers and preferences; and decision-making processes, where various approaches to processing information are accommodated.

Impact of Sub-Style Recognition

Understanding these nuanced combinations provides teams with a more sophisticated toolkit for communication. It helps explain why two people who share a primary style might still approach situations differently, leading to more precise adaptations in communication approaches.

Measuring Success

The true measure of success in implementing Social Styles awareness comes not from the workshop day itself, but from the subtle changes that follow. Teams typically report fewer misunderstandings, more productive meetings, and a general sense of improved collaboration and fellowship.

Looking Ahead

As our workplaces become increasingly diverse and complex, the ability to flex one’s communication style becomes not just useful, but essential. The investment in understanding Social Styles continues to pay dividends long after the initial training day, creating more resilient and effective teams.

Conclusion

Many’s the time I’ve witnessed the transformation that occurs when teams grasp the power of Social Styles. The initial scepticism – a common early response – often gives way to genuine appreciation for the differences among team members, and more importantly, for the tools to bridge those differences effectively.This understanding isn’t just a WIBNI or “nice to have”—it’s a crucial element of successful team dynamics. Remember, the goal isn’t to label or limit people, but rather to provide a practical approach for improving communication and understanding across teams, and throughout organisations.

Agile Transformations and Rossi’s Iron Law of Evaluation

In my previous two posts I introduced the work of Peter Rossi and his Iron Law of Evaluation. It’s clear to me how exceptionally relevant this is to Agile adoptions, Digital transaformations, and the like. I invite readers to consider his work – and organisational psychotherapy – in that context, especially in seeking answer to:

  • “Why do so many Agile adoptions fail abjectly?”
  • “What can we do to improve the chances our own Agile adoption will succeed?”
  • “What can we do to improve the chances our clients’ Agile adoptions will succeed?”
  • “What is the relevance of this Organisational Psychotherapy malarky anyways?”

The Challenge of Change

Digital transformations and Agile adoptions have become watchwords in modern organisations, yet their success remain stubbornly elusive. This mirrors precisely the phenomenon that Peter Rossi identified in his groundbreaking work on social engineering and organisational change. His insights offer valuable perspectives for today’s transformation initiatives and change agents.

The Twin Pillars of Effective Transformation

Evidence-Based Understanding

Rossi’s emphasis on policy-relevant basic social science finds particular resonance in modern transformation efforts. Many Agile adoptions falter not because the practices themselves are flawed, but due to gaps in understanding of the organisational contexts in which they’re deployed. When organisations attempt to “go Agile” or undergo digital transformation without first exploring their existing social dynamics, they often encounter unexpected resistance and complications.

Disciplined Change Agency

The concept of disciplined and intentional social engineering that Rossi advocates maps remarkably well onto the role of modern transformation consultants and Agile coaches. His vision suggests possibilities for these roles to evolve beyond their current incarnations. Rather than focusing solely on frameworks and practices, these folks might choose to develop therapeutic competencies to address e.g. organisational trauma and defensive patterns.

Therapeutic Approaches and Modern Transformations

Organisational Defence Mechanisms

Just as individuals develop coping mechanisms that can become maladaptive over time, or even from the outset, organisations often maintain practices and cultures that once served a purpose but now hinder progress. In Agile transformations, resistance frequently stems not from rational opposition but from deeply embedded organisational trauma responses and ineffective shared assumptions and beliefs.

The Role of Organisational Psychotherapy

When implementing significant changes like DevOps practices or Agile methodologies, a therapeutic lens offers interesting possibilities:

  • Exploring and understanding organisational neuroses and psychoses
  • Examining resistance as information rather than obstacle
  • Considering folks’ need for e.g. safety in times of change
  • Viewing dysfunction as an adaptive response with historical context (Cf. R D Laing)

Perspectives for Modern Change Agents

Career Development Possibilities

The field of transformation consulting and Agile coaching contains opportunities for expansion beyond traditional change management approaches:

Alternative Approaches to Change

Rather than pell-mell transformation, a measured, therapeutic approach might involve:

  • Deep exploration of the roots of existing organisational patterns
  • Working alongside resistance to understand it
  • Capacity building
  • Creating space for experimentation

Evolution of a Discipline

As organisations continue to grapple with digital transformations and Agile adoptions, Rossi’s vision suggests intriguing possibilities. The combination of rigorous social science with therapeutic approaches offers fresh perspectives on facilitating organisational change.

Engineering Framework

The emerging field encompasses:

  • Standards of conduct for transformation consultants
  • Ethical considerations for organisational interventions
  • Evidence-based approaches
  • Training and development pathways

Conclusion: A Different Lens on Change

Rossi’s insights illuminate how successful transformations involve more than technical knowledge or change management frameworks. They point to the value of understanding organisational dynamics, combined with therapeutic skills and evidence-based interventions. This perspective offers interesting possibilities for approaching digital transformation and Agile adoption in ways that acknowledge their inherent complexity.

Rossi’s Vision for Organisational Psychotherapy

Following on from my previous post about Peter Rossi’s view on social interventions and his Iron Law of Evaluation, our podcast team has been discussing the post, Rossi’s views, and  the connection with Organisational Psychotherapy.

You can listen to it here.

I would be delighted to hear from you about your thoughts on the topic.

– Bob