Unit 4 Essay LDRSHP

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How Leaders’ Motivation Transfers to Customer Service Representatives

Jan Wieseke 1 , Florian Kraus

1 , Sascha H. Alavi

1 , and

Tino Kessler-Thönes 2

Abstract Motivating customer service representatives (CSRs) to their highest performance levels is a major task of service unit managers. However, previous studies focused on the impact of leader behavior on follower motivation, while the influence of leader motivation on follower motivation has not been investigated yet. Thus, the authors develop and test a multilevel framework for the motivation spillover principle, which holds that the three components of Vroom’s motivation theory transfer from managers to CSRs. The authors apply this framework to the context of service technology adoption and test it with a matched multilevel sample of 387 service unit managers, 1,018 CSRs, and objective company records. The results support the notion of a motivation spillover from managers to CSRs, which exists incrementally beyond the direct effect of manager’s adop- tion behavior on CSR’s adoption. However, not all motivation components transfer unconditionally but are contingent on char- ismatic leadership and manager-CSR similarity––a finding that implies for researchers that an undifferentiated view of motivation in multilevel settings might not suffice. For organizations, the findings suggest that managers are important multi- pliers of motivation and thus organizations should direct their motivation efforts toward middle-level managers, as they might turn into serious roadblocks to CSR motivation.

Keywords motivation, motivation transfer, leader-follower dyad

What you wish to kindle in others must burn within yourself.

Augustine of Hippo

As organizations increasingly experience the deleterious

effects of employee disengagement, employee motivation has

become a topic of paramount importance. In 2009, in the

U.S. economy, an estimated 18% of all workers (24.7 million) were disengaged, reducing employee performance and costing

the U.S. economy a total of $300 billion annually (Gallup

2010). These figures make the investigation of levers for

employee motivation a high priority.

For service companies, motivation of customer service

representatives (CSRs) is critical because CSRs work at the

boundary between organizations and their customers, where

oversight and supervision are difficult. Since ‘‘customer con-

tact employees are the first and only representatives of a service

firm’’ (Hartline, Maxham III, and McKee 2000, p. 35), service

providers constantly face the challenge of finding ways to

improve the performance of service personnel (de Jong, de

Ruyter, and Lemmink 2003). As it impels action, motivation

is a major factor in achieving CSR performance (Locke and

Latham 2004).

Consider a typical CSR in a service unit, who experiences

his or her service unit manager as highly motivated to adopt a

new service technology. Would the CSR’s motivation to

adopt the service technology be lower if she or he worked

with a manager who is not at all motivated to adopt the new

technology, all else being equal? And what are the implica-

tions for the CSR’s motivation in that scenario, when she/he

is very similar to his or her service unit manager or when the

service unit manager is very charismatic? The transfer of

motivation from service unit managers to CSRs and the fac-

tors on which this transfer depends are not yet well understood

in leadership research.

Motivating CSRs to their highest performance levels is a

major task of service unit managers, and ‘‘motivation is a core

competency of leadership’’ (Latham 2007, p. 4). Previous stud-

ies emphasize the importance of leaders’ behavior for their fol-

lowers’ behavior (Berry and Parasuraman 1992; Hartline and

Ferrell 1996), since ‘‘leader behaviors result in follower heigh-

tened motivation to attain designated outcome(s) which then

leads to performance’’ (Ilies, Judge, and Wagner 2006, p. 1).

1 Ruhr-Universität Bochum, Universitätsstraße, Bochum, Germany

2 Sana Kliniken AG, Kaiser-Wilhelm-Straße, Bad Kreuznach, Germany

Corresponding Author:

Jan Wieseke, Ruhr-Universität Bochum, Universitätsstraße 150, 44780

Bochum, Germany

Email: jan.wieseke@rub.de

Journal of Service Research 14(2) 214-233 ª The Author(s) 2011 Reprints and permission: sagepub.com/journalsPermissions.nav DOI: 10.1177/1094670510397177 http://jsr.sagepub.com

Given these strong links between leader behavior, follower

motivation, and performance, quite unsurprisingly a plethora

of research exists that investigates the effect of leader behavior

on follower motivation (Lord and Brown 2001; Lord and

Maher 1991). The impact of leader behavior on follower moti-

vation has been focus of several leadership and work

motivation theories, including the path-goal theory of leader-

ship (House 1971), self-concept based leadership (Shamir,

House, and Arthur 1993), transformational and transactional

leadership (Bass 1985), organizational behavior modification

(Luthans and Kreitner 1975), goal-setting theory (Locke

1968), self-determination theory (Deci and Ryan 1990), and

expectancy theory (Vroom 1964).

However, while a number of investigations have explored

the impact of leader behavior on follower motivation, no study

yet has analyzed the impact of leader motivation on follower

motivation. Therefore, this paper investigates the transfer of

motivation from leader to follower. We explore the potentially

powerful motivation spillover between service unit manager

and CSR, focusing on task-specific motivation of managers and

CSRs to adopt a new service technology.

Drawing on the literature of charismatic leadership, social

learning theory, and expectancy theory, we derive a multilevel

framework of motivation spillover. We define motivation spil-

lover as the transfer of different components of motivation from

the service unit manager to the CSR. Specifically, we argue that

the three components of Vroom’s well-known motivation theory

transfer from service unit managers to CSRs. To investigate con-

tingency factors of motivation spillover, we analyze whether the

motivation transfer from managers to CSRs is contingent on

charismatic leadership style and manager-CSR similarity.

A key asset of our research is the testing of motivation spil-

lover and its consequences for the adoption of a completely

new service technology. We employ a large-scale multilevel

data set of 387 managers and 1,018 subordinates, which links

data from three levels (service unit managers, CSRs, and objec-

tive company data on service technology use). This investiga-

tion thus answers the call in leadership research to consider

multiple levels of analysis (Avolio et al. 2009), especially as

‘‘relatively few studies in any of the areas of leadership

research have addressed levels-of-analysis issues appropriately

in theory, measurement, data analysis, and inference drawing’’

(Yammarino et al. 2005, p. 879). By developing a multilevel

conceptual model, collecting data from different organizational

levels, and applying multilevel data analysis techniques,

we hope to provide a more complete understanding of CSR

motivation. This effort is particularly important because, ‘‘even

though [leader-follower] dyads are ubiquitous to organiza-

tional settings, they are the least studied level of analysis rela-

tive to individuals, groups, or organizations’’ (Gooty and

Yammarino 2011, p. 1). To account for level-of-analysis

issues, such as the nesting of CSRs in managers, we explicitly

include an effect of coworker motivation on CSR motivation

as a control to account for motivational spillover effects of

coworkers and thus isolate the motivation spillover effect

between leader and employees.

Our study contributes to the leadership literature in several

ways. Primarily, our examination broadens current understand-

ing of employee motivation by identifying an effect that

describes how leaders motivate employees. Further, motivation

spillover is moderated by manager-CSR similarity and

charismatic leadership style. In fact, we find that the transfer

of one motivation component (valence) requires either charis-

matic leadership or high manager-CSR similarity.

Our results thus have far-reaching implications for service

firms. For example, when implementing a new service technol-

ogy, organizations should direct their motivation efforts toward

middle-level managers instead of targeting primarily CSRs.

Middle managers may be important multipliers of motivation,

and in the absence of this attention, they may become serious

roadblocks to the service technology implementation.

The remainder of the article proceeds as follows. We begin

by developing a conceptual model of motivation transfer from

manager to CSR. We then present an empirical study that tests

the hypotheses proposed in the conceptual model. We conclude

with a detailed discussion of the research findings, implications

for service marketing practices, and future research directions.

Theoretical Framework and Hypotheses Development

The core of our research framework is motivation spillover

between service managers and CSRs, which proposes a vertical

cascade of manager motivation to CSR motivation. As stated

above, the model considers motivation with respect to the

adoption of service technology. Specifically, the framework

encompasses three categories of constructs: (a) motivation to

adopt service technology on both the manager and CSR levels,

(b) service technology adoption behavior on the manager and

CSR levels to account for the behavioral consequences of moti-

vation, and (c) charismatic leadership style and manager-CSR

similarity as contingency factors for the motivation transfer.

Figure 1 presents our conceptual framework.

To conceptualize motivation, we rely on expectancy theory

(Vroom 1964). In brief, expectancy theory postulates that an

individual’s motivation depends on his or her expectancy,

instrumentality, and valence estimates, and that higher motiva-

tion leads to increased effort (Vroom 1964). According to

Vroom (1964), motivation is a multiplicative function of an

individual’s expectancy that a certain effort will lead to the

intended performance, the instrumentality of this performance

to achieving a certain result, and the desirability of this result

for the individual, that is, valence.

The theory posits that motivation increases to the extent that

an individual experiences enhanced expectancy and instrumental-

ity estimates, along with valence for job-related outcomes.

Expectancy refers to an individual’s estimate of an action or effort

leading to an outcome or performance (Vroom 1964). Instrumen-

tality is an individual’s belief about the degree to which a specific

performance level will result in favored job-related outcomes,

such as pay or the success of one’s company, or to the blocking

of undesirable outcomes, such as stress or extra work (Sanchez,

Wieseke et al. 215

Truxillo, and Bauer 2000). Valence refers to an affective orienta-

tion toward outcomes and is interpreted as desirability or antici-

pated satisfaction with outcomes (Vroom 1964).

Expectancy theory is appropriate for measurement of moti-

vation for three reasons. First, expectancy theory has achieved

wide acknowledgment by a broad array of researchers (Ambrose

and Kulik 1999; Bartol and Locke 2000; Miner 2005; Van Eerde

and Thierry 1996). Second, expectancy theory produces valid

results within a context that establishes performance-reward

contingencies in an unambiguous, concrete manner (Graen

1969; Wanous, Keon, and Latack 1983). The service technology

adoption context of our research should meet this boundary con-

dition, since the relationship between performance and rewards

is distinct and unambiguous. Third, previous studies show that

with sufficient attention to the selection and initial conceptuali-

zation of the constructs, expectancy theory fulfills measurement

requirements (Ilgen, Nebeker, and Pritchard 1981; Klein 1991;

Mitchell 1974). For our study, we put extensive effort into item

generation, as we explain below in the Measures section.

The theoretical framework described above provides a basis

for our hypotheses development. We start by introducing our

theoretical reasoning for the transfer of managers’ expectan-

cies, instrumentalities, and valences to CSRs, and subsequently

postulate hypotheses regarding the moderating effect of charis-

matic leadership and manager-CSR similarity on motivation

transfer. Finally, we develop hypotheses on the consequences

of motivation.

Motivation Transfer from Service Unit Manager to CSR

Transfer of expectancies. We argue that a manager’s expec- tancies with respect to service technology adoption will trans-

fer to the CSR through social learning. Social learning theory

posits that individuals learn from significant others by obser-

ving their behavior (Bandura 1977). In particular, seeing or

even visualizing significant others performing successfully

can raise perceptions of efficacy, because observers infer that

they may be able to master comparable tasks (Bandura et al.

1980). In organizational contexts, expectancies and instru-

mentalities are particularly susceptible to adoption through

social learning as they are important for workers’ orientation

in the workplace. Moreover, owing to their status and

Service Technology Adoption

Manager-Focal CSR • Similarity

Manager

Level 2 – Manager

Level 1 – CSR

Motivation

Motivation

• Expectancy, Valence, Instrumentality Service Unit • Motivational Climate

Expectancy

Instrumentality

Valence

Expectancy

Instrumentality

Valence

Focal CSR

Manager

Focal CSR

Service Technology Adoption

Coworkers of Focal CSR

Controls • Organizational Training and Support • Job Satisfaction • Commitment • Service Experience

Controls • Organizational Training and Support • Job Satisfaction • Commitment • Service ExperienceManager

• Charismatic Leadership

Validation with

Company Records

Contingency Factors

Controls

Validation with

Company Records

M ot

iv at

io n

Sp ill

ov er H1a-c

H4b

H4a

H2a-c

H3a-c

Figure 1. Conceptual framework: multilevel motivation and its effects on service technology adoption.

216 Journal of Service Research 14(2)

competence, leaders are usually highly potent role models

(Manz and Sims 1981).

Researchers have applied social learning theory to the orga-

nizational context and found that a manager can be a powerful

behavior model for subordinates (Davis and Luthans 1980;

Luthans and Kreitner 1984; Rich 1997; Sims and Manz 1982;

Weiss 1977). Davis and Luthans’s (1980) social learning

framework for organizational behavior explicitly incorporates

cognitions that are acquired by social learning (also Luthans

and Kreitner 1984). Therefore, managers might represent role

models to subordinates, who adopt managers’ cognitions in

addition to their behavior. For example, work values transfer

from leaders to subordinates (Weiss 1978).

This notion is supported by researchers who embrace the

cognitive interpretation of leadership, which posits that cogni-

tions in organizations transfer by means of behavioral scripts

that individuals observe and then model (Gioia and Manz

1985; Wofford and Goodwin 1994; Wofford, Goodwin, and

Whittington 1998). Thus, we argue that CSRs should follow the

example of their managers and take on the manager’s expectan-

cies as cognitive representations of confidence in the service

technology adoption.

When managers express their expectancies through verbal

or nonverbal behavior, CSRs can emulate the manager’s

expectancies through social learning. Therefore, CSRs should

be aware of their manager’s expectancies, which are reflected

in self-confident problem solving, and evidence them through

confidence in their own abilities to solve a given task or

through high expressed expectations for success (De Cremer

and Van Knippenberg 2004; Riggs and Knight 1994) in task-

solving situations, task feedback situations (Shea and Howell

1999), situations of crisis (Mumford et al. 2007), or situations

of self-disclosure (Gardner et al. 2005). For example, manag-

ers might exhibit confidence in using the new service technol-

ogy in a coaching session with their CSRs.

We thus argue that in striving to equal their managers, CSRs

will emulate expectancies through social learning, since man-

agers ‘‘engage in behaviors designed to create impressions of

competence and effectiveness’’ (Sosik and Dworakivsky

1998, p. 504).

Hypothesis 1a: Managers’ expectancies have a positive effect

on CSRs’ expectancies.

Transfer of instrumentalities. In line with our argument that expectancies spill over, we contend that social learning will like-

wise transfer the manager’s instrumentalities concerning the ser-

vice technology adoption to the CSR. In accordance with social

learning theory, we argue that CSRs should adopt their manager’s

instrumentalities with respect to service technology adoption.

Managers often employ symbolic behaviors to express their

inherent beliefs (Shamir et al. 1998) and engage in self-

presentation and self-disclosure behaviors that CSRs perceive

(Gardner and Avolio 1998). In particular, managers should

express their instrumentality beliefs in social interactions with

their CSRs, informing them about connections between work

performance and contingent rewards. Typical situations would

include providing incentives or encouragement to CSRs toward

goal achievement or articulating a future vision (House 1996).

For example, a service unit manager might indicate to a CSR

that success in adopting a new service standard commonly

results in job promotions, thus expressing an inherent belief

that goal achievement (a first-order outcome) leads to career

advances (a second-order outcome).

To summarize, we argue that in striving to model their man-

ager, CSRs will observe their manager’s expressions of instru-

mentality beliefs. Therefore,

Hypothesis 1b: Managers’ instrumentalities have a positive

effect on CSRs’ instrumentalities.

Transfer of valences. Social learning theory proposes that, apart from observational learning, people actively adopt their

behavior as a consequence of rewards and punishments,

which they experience either directly or vicariously (Bandura

1977; Manz and Sims 1981). We suggest that in addition to

observational learning, reinforcement by rewards and punish-

ments plays a role in the transfer of manager’s valences to

CSR’s valences.

First, in line with Hypothesis 1a and b, we suggest that

CSRs adopt their superior’s valences through social learning,

as CSRs strive to imitate the manager (Luthans and Kreitner

1984; Rich 1997; Weiss 1997). Typically, managers engage

in verbal behavior when conveying their assessment of task-

specific outcomes (i.e., their valences). Communicating these

assessments to CSRs is an essential function of the manager,

since it serves an important guiding purpose for the CSR

(House 1996).

Second, we contend that CSRs’ valences concerning a ser-

vice technology adoption align with their superior’s valences

as a result of conditioning through reward and punishment.

Fundamental to this reasoning is the assumption that manag-

ers are hierarchically superior to their CSRs and thus may

legitimately reward or punish them. If CSRs express a

valence that deviates from their manager’s valence, the man-

ager should sanction the CSR to produce conformity with the

manager’s valence. For example, if a CSR states that the

increase in customer satisfaction entailing the implementation

of a new service technology in a service unit is unimportant

(low valence), while the superior considers the implementa-

tion to be crucial for the success of the service unit (high

valence), the manager might give the CSR negative feedback

(punishment) to achieve compliance with the manager’s

valence. In contrast, if the expressed valence is congruent

with the leader’s valence, the manager should reinforce the

CSR’s behavior (Mawhinney and Ford 1977; Stajkovic and

Luthans 2003).

To summarize, we propose that managers express their

valences, which CSRs adopt through social learning. Reinfor-

cement and punishment further enhance the adoption of man-

agers’ valences by CSRs, providing incentives to CSRs to

conform to their superior’s valences. Thus:

Wieseke et al. 217

Hypothesis 1c: Managers’ valences have a positive effect on

CSRs’ valences.

The Influence of Charismatic Leadership and Manager–CSR Similarity on Motivation Transfer from Manager to CSR

Charismatic leadership. We contend that charismatic leader- ship reinforces the transfer of expectancies, instrumentalities,

and valences from service unit manager to CSR for two rea-

sons: (a) charismatic managers engage in symbolic behaviors

that foster strong follower identification, resulting in a higher

likelihood of imitating the manager and (2) charismatic manag-

ers are more prone to self-expression.

Charismatic leadership is an attribution resulting from

CSRs’ perceptions of their manager’s behavior. Therefore, sub-

ordinates do not commit themselves to their managers because

of their legitimate authority, but ‘‘out of perceptions of their

leader’s extraordinary character’’ (Conger, Kanungo, and

Menon 2000, p. 748). Charismatic managers exhibit a plurality

of behaviors that foster strong follower identification, such as

individual consideration and empowerment of employees, cre-

ating a compelling vision of the future and exemplary acts

involving personal risk and self-sacrifice (Bass 1985; Conger,

Kanungo, and Menon 2000; De Cremer and Van Knippenberg

2004). Prior investigations show that charismatic leadership

results in a personal identification with the manager (Kark,

Shamir, and Chen 2003). When followers admire and identify

with a manager, they are more likely to emulate the manager’s

beliefs and values (Yukl 1994).

Second, prior studies show that charismatic managers are

particularly expressive of feelings, aesthetic values, and self-

concepts (Shamir, House, and Arthur 1993). Specifically, char-

ismatic managers display self-confidence (Gardner et al. 2005;

Shamir, House, and Arthur 1993; Shea and Howell 1999; Sosik

and Dworakivsky 1998); project beliefs such as hope, faith, and

optimism (Gardner et al. 2005; Sosik and Dworakivsky 1998);

and express their values by creating a ‘‘value laden vision of the

future’’ (Sosik 2005, p. 224).

In sum, charismatic managers are more likely to be the

object of strong personal identification for CSRs and are more

inclined to reveal their expectancies, instrumentalities, and

valences. Thus, CSRs are more likely to model charismatic

managers and are more likely to adopt charismatic managers’

expectancies, instrumentalities, and valences through social

learning. Therefore:

Hypothesis 2a: Charismatic leadership enhances the positive

relationship between managers’ and CSRs’ expectancies.

Hypothesis 2b: Charismatic leadership enhances the posi-

tive relationship between managers’ and CSRs’

instrumentalities.

Hypothesis 2c: Charismatic leadership enhances the positive

relationship between managers’ and CSRs’ valences.

Manager-CSR similarity. Research on charismatic leadership has regarded similarity between leader and follower as an

important antecedent of interaction outcomes in the leader-

follower dyad (Ehrhart and Klein 2001). We suggest that

manager-CSR similarity enhances the transfer of expectancies,

instrumentalities, and valences from service unit manager to

CSR for two reasons. The more similar a manager is to his or her

CSR, (a) the more likely the CSR is to regard the manager as a

role model and (b) the more likely the manager is to express his

or her expectancies, instrumentalities, and valences to the CSR.

Similarity-attraction theory suggests that individuals have

self-based schemata that lead to a positively biased evaluation

of others who are similar to themselves (Byrne 1971). Investi-

gators have broadly applied this notion to the organizational

context and verified it in the leader-follower dyad (Ashkanasy

and O’Connor 1997; Ehrhart and Klein 2001; Felfe and Schyns

2006; Keller 1999; Schyns and Sanders 2007). In line with

similarity-attraction theory, the more similar a CSR is to the

manager, the more attractive the CSR will find the manager.

‘‘When individuals perceive themselves to be similar to their

leaders, they are more attracted to the leaders than are those

who do not feel similar to their leaders’’ (Schyns and Sanders

2007, p. 2346). A higher attraction to the manager increases the

probability that the CSR will develop a strong personal identi-

fication with the manager and regard the manager as a role

model (Gardner and Avolio 1998).

Further, increased interpersonal attraction resulting from

high similarity leads to a closer, more confidential relationship

between manager and CSR (Ashkanasy and O’Connor 1997;

Boyd and Taylor 1998) and an increase in the quality and fre-

quency of the dyadic interaction (Engle and Lord 1997; Phillips

and Bedeian 1994). For example, to elevate the CSR’s career

prospects, the manager might engage in coaching and mentor-

ing the CSR. Not only does this social interaction enhance the

manager’s opportunity to express expectancies, instrumental-

ities, and valences, but the greater exposure to the manager

raises the likelihood that the CSR will adopt the manager’s

motivational components through social learning.

To summarize, the more similar a CSR is to the manager,

the stronger the probability that the CSR will regard the

manager as a role model and the greater the propensity of the

manager to express expectancies, instrumentalities, and valences

to the CSR. Thus:

Hypothesis 3a: Manager-CSR similarity enhances the posi-

tive relationship between managers’ and CSRs’

expectancies.

Hypothesis 3b: Manager-CSR similarity enhances the posi-

tive relationship between managers’ and CSRs’

instrumentalities.

Hypothesis 3c: Manager-CSR similarity enhances the posi-

tive relationship between managers’ and CSRs’ valences.

The Influence of Motivation on Service Technology Adoption

The three components of expectancy theory can explain the

cognitive process by which individuals initiate, direct, and

218 Journal of Service Research 14(2)

sustain behavior (Campbell et al. 1970), especially as expec-

tancy theory ‘‘was developed to explain virtually all work-

related behavior ranging from occupational choice to perfor-

mance on the job’’ (Latham 2007, p. 45). Thus, CSRs’ motiva-

tion, as well as managers’ motivation, should have a positive

effect on their service technology adoption:

Hypothesis 4a: The higher the CSR’s motivation, the higher

the CSR’s service technology adoption.

Hypothesis 4b: The higher the manager’s motivation, the

higher the manager’s service technology adoption.

Method

We tested the hypotheses in a service context, in cooperation

with a large-scale travel agency franchise organization. The

firm consists of a large number of homogeneous service units

with a low span of control and close interaction between ser-

vice unit managers and CSRs (on average each manager leads

three customer-contact employees). We chose a franchise con-

text because it presents a typical service organization structure,

exhibiting a sales-laden service environment that spans a

sizeable geographic area.

At the outset of our study, the travel agency franchise system

introduced a completely new service technology tool that facil-

itates customer contact by creating custom-tailored travel offers,

providing travel information aligned to the individual customer’s

needs, and proposing additional services based on the customer’s

account history. In this travel agency organization, both the

CSRs and the service unit managers have direct customer con-

tact and therefore also use the new service technology. 1

Collection of Multilevel Data

We distributed questionnaires to the manager of each agency

(N ¼ 1,080) and all CSRs (N ¼ 3,410), providing separate return envelopes for each respondent, and questionnaires came

back to the researchers via mail. We collected data on manager

motivation and CSR motivation at two different points in time,

distributing the manager survey first and the CSR survey

2 months later. The use of such a time lag in data collection

is consistent with expectancy theory, and the temporal order

should provide a first test of our theory of a motivation spil-

lover from managers to followers.

We received usable questionnaires from 552 managers

(response rate: 51.1%) and 1,598 CSRs (response rate: 45.7%). To construct a three-level data set, we used data from 387 managers and 1,018 CSRs that were connectable via code

numbers. In this data set, 64.5% of the managers were female, with a mean age of 41 years (SD ¼ 9.1 years). On the CSR level, 86% were female, with a mean age of 31.9 years (SD ¼ 9.6 years). While a high proportion of female employees is normal in the travel industry, we controlled for gender, oper-

ationalized as a dummy variable, and results show that gender

did not exert any significant impact on the relationships we

examined. Additionally, 6 months after the collection of the

CSRs’ self-reported technology adoption data, the travel com-

pany recorded information on objective service technology use

(generated sales with new service technology) over a 6-month

period.

We assessed nonresponse bias using time-trend extrapola-

tion (Armstrong and Overton 1977), and we detected no differ-

ences between early and late responders on any of the

constructs of interest or demographic variables within the two

samples. To control for multicollinearity, we inspected the var-

iance inflation factors of the variables. The variables yielded

values between 1.0 and 1.9, indicating that no problems exist

with multicollinearity (Kleinbaum et al. 1998).

Measurement Measurement sources. We measured the constructs in this

study with items we adapted from well-established operationaliza-

tions, making modifications on the basis of an extensive qualitative

pre-study as needed to fit the study’s context. We took several steps

to acquire a thorough understanding of the CSRs’ and service

managers’ motivational components with respect to the adoption

of the new service technology and thus ensure the validity and

reliability of our motivation measurements. Drawing on a review

of the relevant literature that addresses conceptualization issues

in expectancy theory (Ilgen, Nebeker, and Pritchard 1981; Klein

1991; Mitchell 1974; Van Eerde and Thierry 1996), we followed

the approach of Sanchez, Truxillo, and Bauer (2000) and Teas

(1981) in measuring valence, instrumentality, and expectancy.

We assessed the CSRs’ and managers’ perceived importance of

job-related outcomes, their perceived probability of mastering the

system after putting some effort into using it, and their belief that

using the system would lead to obtaining the desired outcomes.

Further, we conducted an extensive qualitative study with

in-depth interviews to validate a pool of items that measure the

motivation of CSRs and managers regarding the adoption of a

new service technology. Focus group discussions among CSRs,

service unit managers, and marketing faculty prior to the

survey provided an intimate understanding of CSRs’ and man-

agers’ confidence in using the technology and favorable and

unfavorable work outcomes and goals related to the service

technology adoption. We conceptualized the survey items on

the basis of the insights we gained in this qualitative study.

Finally, we conducted interviews with five marketing scholars

to validate and supplement the items previously developed. We

are thus confident that our scales have high validity and

reliability.

Validity and reliability of the measurement. All variables used in our study are based on well-established scales. Appendix

A provides a complete list of all items we used to measure the

constructs in the study, and Table 1 presents descriptive statis-

tics, internal consistency reliabilities, and intercorrelations of

all study variables. As Table 1 shows, all the measurement

scales have reliability indexes that exceed the 0.70 threshold

(Nunnally 1978) and an average variance extracted that is

greater than 0.50 (Fornell and Larcker 1981).

Wieseke et al. 219

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2 3

4 5

6 7

8 9

1 0

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1 2

1 3

1 4

1 5

1 6

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1 8

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n o lo

gy A

d o p ti o n

.2 9

.3 5

.2 6

(. 8 9 )

5 . C

h ar

is m

at ic

L e ad

e rs

h ip

.3 3

.4 1

.2 1

.3 7

(. 9 0 )

6 . O

rg . T

ra in

in g

an d

S u p p o rt

.0 9

2 5

.3 1

.2 8

.1 2

(. 8 7 )

7 . Jo

b S at

is fa

ct io

n .1

3 .1

4 .1

2 .2

6 .3

1 .2

1 (. 8 4 )

8 . C

o m

m it m

e n t

.2 3

.3 0

.2 6

.2 8

.5 2

.3 1

.4 2

(. 7 2 )

9 . S e rv

ic e

E x p e ri

e n ce

.0 1

.0 2

.0 5

.0 2

.0 6

.0 7

.0 2

.0 5

_ a

L e ve

l 1 : C

S R

s

1 0 . E x p e ct

an cy

.2 5

.0 9

.0 8

.0 5

.1 0

.0 8

.0 7

.1 5 �

.0 9

(. 8 2 )

1 1 . In

st ru

m e n ta

lit y

.0 5

.2 1

.0 6

.1 1

.0 6

.0 7

.0 3

.0 7

.1 2 �

.0 7

(. 8 1 )

1 2 . V

al e n ce

.0 5

.0 2

.1 1

.0 8

.0 9

.0 3

.0 2

.0 7

.0 2

.0 6 �

.0 5

(. 7 2 )

1 3 . S e rv

ic e

T e ch

n o lo

gy A

d o p ti o n

.0 3

.0 4

.0 5

.0 3

.0 6

.0 3

.0 3

.0 4 �

.0 3

.4 1

.3 2

.2 9

(. 8 7 )

1 4 . M

gr -C

S R

A ge

S im

ila ri

ty .0

3 .0

1 .0

3 .0

4 .0

2 .0

2 .0

5 .0

6 .0

4 .0

5 .0

6 .0

8 .0

2 _

a

1 5 . M

gr -C

S R

G e n d e r

S im

ila ri

ty .0

1 .0

2 .0

1 .0

2 .0

2 .0

2 .0

2 .0

3 .0

3 .0

4 .0

4 .0

5 .0

3 ,0

5 _

a

1 6 . O

rg an

iz at

io n al

C o m

m it m

e n t

.0 6

.0 5

.0 7

.0 4

.0 4

.0 1

.0 3

.0 0

.0 4

.3 9

.1 2

.3 1

.3 5

.0 4

.0 4

(. 8 3 )

1 7 . Jo

b S at

is fa

ct io

n .0

7 .0

6 .0

8 �

.0 1

.0 1

.0 3 �

.0 1 �

.0 3 �

.0 4

.2 7

.1 6

.2 3

.3 4

.0 5

.0 2

.5 9

(. 7 4 )

1 8 . O

rg . T

ra in

in g

an d

S u p p o rt

.0 5

.0 4

.0 6 �

.0 1

.0 9

.0 3

.0 5

.1 2 �

.0 4

.1 5

.2 1

.1 8

.2 3

.0 2

.0 3

.1 2

.1 6

(. 7 6 )

1 9 . S e rv

ic e

E x p e ri

e n ce

� .0

6 �

.0 2 �

.0 4 �

.0 7 �

.1 1 �

.0 3

.1 1 �

.0 5

.0 4

.0 9

.0 8

.0 7

.1 6

.0 4

.0 5

.2 4

.0 5

.0 2 �

.0 2

M 4 .6

2 4 .6

7 4 .6

4 5 .3

7 5 .3

9 3 .5

7 5 .0

4 5 .2

6 1 2 .9

4 .1

2 4 .2

3 4 .2

1 5 .8

2 1 8 .1

0 .4

5 5 .4

8 4 .9

7 4 .0

6 5 .3

6 S D

1 .2

4 1 .0

3 1 .0

9 1 .3

2 .8

5 1 .2

0 .9

9 .9

4 8 .5

1 1 .4

9 1 .1

2 1 .2

6 1 .0

7 1 1 .2

1 .4

9 1 .3

1 1 .1

9 .5

8 2 .8

9 A

ve ra

ge va

ri an

ce e x tr

ac te

d .6

1 .6

7 .5

3 .5

9 .5

2 .5

9 .6

6 .5

1 _

.6 7

.6 0

.5 9

.6 5

_ _

.7 0

.5 5

.5 6

_

N o te

: C

o rr

e la

ti o n s

b as

e d

o n

sc o re

s d is

ag gr

e ga

te d

p e r

C S R

ar e

b e lo

w th

e d ia

go n al

(C S R

s: N ¼

1 ,0

1 8 ),

an d

C ro

n b ac

h ’s

(1 9 5 1 )

in te

rn al

co n si

st e n cy

re lia

b ili

ty co

e ff ic

ie n ts

ap p e ar

o n

th e

d ia

go n al

. W

e m

e as

u re

d se

rv ic

e e x p e ri

e n ce

in ye

ar s.

a C

o n st

ru ct

s ar

e m

e as

u re

d b y

a si

n gl

e it e m

. |r

| �

.0 7

si gn

if ic

an t

at p

< .0

5 (t

w o -t

ai le

d ).

|r |�

.0 9

si gn

if ic

an t

at p

< .0

1 (t

w o -t

ai le

d ).

220

We assessed the discriminant validity of all construct mea-

sures using the criterion proposed by Fornell and Larcker

(1981), which suggests that discriminant validity is present if

the average variance extracted exceeds the squared correlations

between all pairs of constructs. All constructs passed this test.

Validation of service technology adoption. Furthermore, we validated the CSRs’ self-reported responses concerning their

service technology adoption with objective use data (i.e., sales

generated with the new service technology). To do so, we

aggregated the self-reported data on CSR service technology

adoption per travel agency before correlating these scores with

the objective service technology use data from the company

database. Both measures show a high correlation (r ¼ .59; p < .01), indicating the CSRs’ self-reported service technology

adoption evaluations had a significant validity in that they were

not potentially influenced by answers to other questions in the

survey or by social desirability. Thus, in our analysis, we use

the self-reported service technology adoption to assess Hypoth-

esis 4a and b.

Motivation construct. To test the dimensionality of the moti- vation construct, we conducted both an exploratory and a con-

firmatory factor analysis. We identified three distinct

dimensions with a good data fit. Following established

approaches in the literature, we multiplied the scores of each

of the three components to compute a global score of motiva-

tion, which we used to test Hypothesis 4a and b (Ingram et al.

1989; Kohli 1985; Le Bon and Merunka 2006; Tyagi 1985).

Contingency factors. To capture charismatic leadership, we use the measure of Conger and Kanungo (1998). To measure

manager-CSR age similarity, we calculated the absolute age dif-

ference between each manager and CSR and then recoded this

variable to simplify the interpretation (i.e., a higher value reflects

greater similarity). The second aspect of similarity, manager-CSR

gender similarity, is a dummy variable, coded ‘‘1’’ if the manager

and CSR have the same gender and otherwise as ‘‘0.’’

Control variables. In addition, we calculated coworkers’ influence by the average expectancy, instrumentality, and

valence of the other CSRs within a travel agency, that is, as an

average of all members’ expectancy, instrumentality, and

valence in the service unit, excluding the focal employee’s

motivational components. Thus, because we exclude the expec-

tancy, instrumentality, and valence score of each focal employee

in our calculation, coworkers’ expectancy, instrumentality, and

valence are three individual-level constructs varying with each

focal employee of our sample.

Further, as all CSRs work under the same manager, to take

the average CSR’s motivation into account we added the mean

level of CSRs’ motivational components per service unit led by

a manager (varying between the agencies in our sample) as a

control for the motivational climate because it might also influ-

ence the spillover effects. In other words, we averaged each of

the three motivational components per service unit, and then

included this aggregated variable as a Level 2 (the service unit

level) control.

The measurement of the control variables for the service

technology adoption, namely, organizational training and sup-

port, job satisfaction, commitment, and service experience, is

based on well-established scales (see Appendix A for sources

and specific items).

Model Analytical approach. Because the CSRs were nested in man-

agers, we used hierarchical linear modeling (HLM). In contrast

to the ordinary least squares approach, HLM accounts for the

fact that, in our hierarchically nested data design, the measure-

ments at the CSR level are not independent but are nested in

service units supervised by a business unit manager. HLM

allows the simultaneous processing of data from the two levels

without losing important information. At the same time, HLM

provides the opportunity to model cross-level effects such as

the transfer of managers’ motivation components to CSRs.

Finally, to analyze the single-level effects of CSRs’ and man-

agers’ motivation on their service technology adoption (Hypoth-

esis 4a and b), we employed ordinary least squares regression.

For the HLM, we conducted three steps. First, we estimated

null models (with no predictors at Level 1 and an intercept only

at Level 2) to test whether significant variations occurred

across service units with respect to the dependent variables

(CSRs’ motivation components). The results of those null mod-

els showed that CSRs who worked under different managers

exhibited significant between-group variance in their expec-

tancy, instrumentality, and valence. The null model also pro-

vides information for computing the intraclass correlation

coefficient (ICC[1]), which indicates the proportion of

between-groups variance relative to the total variance exhibited

by a variable. This statistic represents the maximum amount of

variance in a Level 1 variable that can potentially be explained

by a Level 2 predictor variable. Our calculations show that

28–36% of the variances in CSRs’ expectancy, instrumentality, and valence (i.e., their ICC[1]) resides between managers

(Raudenbush and Bryk 2002). In addition, we calculated the

ICC[2] values, which were slightly higher than their

corresponding ICC[1] values, ranging between 38 and 46% (Schneider et al. 1998). The values for the ICC[1] and ICC[2]

indicate that HLM is required.

Second, we then added the focal predictors and motivational

climate of the service unit and coworkers’ motivation as con-

trol variables. Third, to estimate whether the inclusion of inter-

action effects is empirically meaningful, we followed

Ganzach’s (1997) hierarchical procedure. Ganzach’s simula-

tion study shows that misleading effects are obtained when

interaction effects are present but not modeled. We therefore

entered the interaction terms (i.e., manager’s expectancy,

instrumentality, and valence each with (a) charismatic leader-

ship, (b) manager-CSR age similarity, and (c) manager-CSR

gender similarity) after the other predictors and controls in our

models. The inclusion of the interaction terms yields

Wieseke et al. 221

T a b

le 2 .

R e su

lt s

o f A

n al

ys e s

In d e p e n d e n t

V ar

ia b le

s

D e p e n d e n t

V ar

ia b le

s

C S R

’s E x p e ct

an cy

C S R

’s In

st ru

m e n ta

lit y

C S R

’s V

al e n ce

C S R

’s S e rv

ic e

T e ch

. A

d p tn

M gr

’s S e rv

ic e

T e ch

n . A

d p tn

g (S

E )

g (S

E )

g (S

E )

b (S

E )

b (S

E )

S im

p le

E ff e ct

s M

gr ’s

E x p e ct

an cy

[H 1 a]

.1 6 1 **

(. 0 2 6 )

.0 5 1

(. 0 4 6 )

.0 1 3

(. 0 3 7 )

M gr

’s In

st ru

m e n ta

lit y

[H 1 b ]

.0 1 2

(. 0 3 7 )

.2 4 7 **

(. 0 4 2 )

.0 3 4

(. 0 2 7 )

M gr

’s V

al e n ce

[H 1 c]

.0 1 1

(. 0 3 7 )

.0 3 5

(. 0 3 6 )

.0 2 3

(. 0 2 7 )

M gr

’s C

h ar

is m

at ic

L e ad

e rs

h ip

.1 0 4 **

(. 0 3 1 )

.1 3 0 **

(. 0 3 0 )

.0 7 8 **

(. 0 2 9 )

M gr

-C S R

A ge

S im

ila ri

ty .0

8 2

(. 0 6 6 )

.0 1 3

(. 0 2 7 )

.0 5 6

(. 0 7 8 )

M gr

-C S R

G e n d e r

S im

ila ri

ty .0

5 0

(. 0 4 3 )

.0 4 1

(. 0 2 9 )

.0 5 2

(. 0 4 8 )

C S R

’s M

o ti va

ti o n

[H 4 a]

.1 9 5 **

(. 0 2 3 )

M gr

’s M

o ti va

ti o n

[H 4 b ]

.2 6 3 **

(. 0 1 9 )

In te

ra ct

io n

E ff e ct

s M

gr ’s

E x p e ct

an cy �

M gr

’s C

h ar

is m

at ic

L e ad

e rs

h ip

[H 2 a]

.1 3 4 **

(. 0 4 3 )

.0 7 3

(. 0 8 9 )

.0 2 4

(. 0 1 9 )

M gr

’s In

st ru

m e n ta

lit y �

M gr

’s C

h ar

is m

at ic

L e ad

e rs

h ip

[H 2 b ]

.0 8 1

(. 0 7 0 )

.1 8 1 **

(. 0 6 1 )

.0 1 9

(. 0 2 3 )

M gr

’s V

al e n ce �

M gr

’s C

h ar

is m

at ic

L e ad

e rs

h ip

[H 2 c]

.0 5 5

(. 0 5 7 )

.1 0 4

(. 9 3 )

.1 2 2 **

(. 0 4 5 )

M gr

’s E x p e ct

an cy �

M gr

-C S R

A ge

S im

ila ri

ty [H

3 a]

.1 2 1 **

(. 0 5 1 )

.0 3 2

(. 0 2 9 )

.0 5 8

(. 0 6 7 )

M gr

’s In

st ru

m e n ta

lit y �

M gr

-C S R

A ge

S im

ila ri

ty [H

3 b ]

.0 7 0

(. 0 6 9 )

.1 4 2 **

(. 0 3 2 )

.0 2 4

(. 0 1 9 )

M gr

’s V

al e n ce �

M gr

-C S R

A ge

S im

ila ri

ty [H

3 c]

.0 9 1

(. 0 7 9 )

.0 1 7

(. 0 2 1 )

.1 3 0 **

(. 0 3 9 )

M gr

’s E x p e ct

an cy �

M gr

-C S R

G e n d e r

S im

ila ri

ty [H

3 a]

.0 7 1

(. 0 6 8 )

.0 5 9

(. 0 4 7 )

.0 8 0

(. 0 9 2 )

M gr

’s In

st ru

m e n ta

lit y �

M gr

-C S R

G e n d e r

S im

ila ri

ty [H

3 b ]

.0 4 1

(. 0 5 7 )

.1 0 3

(. 9 9 )

.0 7 3

(. 0 9 2 )

M gr

’s V

al e n ce �

M gr

-C S R

G e n d e r

S im

ila ri

ty [H

3 c]

.0 8 9

(. 0 9 4 )

.0 2 3

(. 0 3 7 )

.0 9 9

(. 0 9 4 )

C o n tr

o ls

O rg

an iz

at io

n al

T ra

in in

g an

d S u p p o rt

(C S R

an d

M gr

) .0

9 1 **

(. 0 1 2 )

.0 7 8 **

(. 0 3 7 )

Jo b

S at

is fa

ct io

n (C

S R

an d

M gr

) .1

3 5 **

(. 0 5 0 )

.0 9 7

(. 0 5 9 )

C o m

m it m

e n t

(C S R

an d

M gr

) .0

7 8 **

(. 0 2 6 )

.0 5 7 *

(. 0 2 9 )

S e rv

ic e

E x p e ri

e n ce

(C S R

an d

M gr

) �

.0 8 3

(. 0 4 1 )

.0 0 2

(. 0 5 7 )

M e an

o f in

d iv

id u al

-l e ve

l C

S R

’s E x p e ct

an cy

p e r

se rv

ic e

u n it

.2 0 1 **

(. 0 6 0 )

.0 9 4

(. 0 7 8 )

.0 2 3

(. 0 3 6 )

M e an

o f in

d iv

id u al

-l e ve

l C

S R

’s In

st ru

m e n ta

lit y

p e r

se rv

ic e

u n it

.0 5 6

(. 0 4 2 )

.2 5 1 **

(. 0 6 9 )

.0 7 2

(. 0 7 0 )

M e an

o f in

d iv

id u al

-l e ve

l C

S R

’s V

al e n ce

p e r

se rv

ic e

u n it

.0 5 4

(. 0 5 0 )

.0 6 7

(. 0 6 2 )

.1 0 1 *

(. 0 5 1 )

C o -w

o rk

e r’

s E x p e ct

an cy

.2 0 6 **

(. 0 6 3 )

.0 7 1

(. 0 7 0 )

.0 3 9

(. 0 4 6 )

C o -w

o rk

e r’

s In

st ru

m e n ta

lit y

.0 4 2

(. 0 3 7 )

.2 6 0 **

(. 0 7 8 )

.0 8 5

(. 0 7 9 )

C o -w

o rk

e r’

s V

al e n ce

.0 6 1

(. 0 5 2 )

.0 8 5

(. 0 7 9 )

.1 2 3 *

(. 0 6 2 )

P se

u d o

R 2

.2 3 3

.2 7 1

.2 0 8

A d j.

R 2

.1 9 7

.1 7 6

F V

al u e

5 3 .6

0 4 7 .8

2

N o te

: C

S R ¼

C u st

o m

e r

S e rv

ic e

R e p re

se n ta

ti ve

, M

gr ¼

M an

ag e r,

S e rv

ic e

T e ch

. A

d p tn

. ¼

S e rv

ic e

T e ch

n o lo

gy A

d o p ti o n . S ig

n if ic

an ce

is b as

e d

o n

o n e -t

ai le

d te

st s

fo r

p ro

p o se

d d ir

e ct

io n al

re la

ti o n sh

ip s.

p <

.0 5

** p

< .0

1 .

222

significant model improvements (all Dw2 were above 630, with df ¼ 6, p < .01). Thus, hierarchical linear models along with the interaction terms appear to be appropriate. Moreover, the

pseudo-R 2

(Snijders and Bosker 1999) in Table 2 show that the

variances explained in our models were equal to or above 20%, which indicates a sufficient goodness of fit of the model.

Model description. To test the transfer of the three different motivational facets, we ran three separate two-level models in

which, at Level 1 (the CSR level), the CSRs’ expectancy, instru-

mentality, or valence were the dependent variables. The inde-

pendent variables at level 1 are manager-CSR age and gender

similarity (see line (1) in the following model specification).

We added coworkers’ expectancy, instrumentality, and

valence as controls in the Level 1 equation. The intercept

(i.e., b0j, see also line (2) in the following model specification) is a function of managers’ expectancy, instrumentality,

valence, and charismatic leadership as well as the interactions

between those motivational facets and charismatic leadership

at Level 2 (the manager level). Moreover, the intercept is deter-

mined by the aggregated CSRs’ expectancy, instrumentality,

and valence per service unit, which were added as controls for

the motivational climate at Level 2. To test the proposed cross-

level interactions, the slopes of manager-CSR age and gender

similarity at Level 1 were functions of the manager’s expec-

tancy, instrumentality, and valence at Level 2 (see lines 3 and

4 in the following model specification). The final multilevel

models were as follows:

Level 1 (CSR level)

DVij ¼ b0j þb1j MCASij � �

þb2j MCGSij � �

þb3j CEXPij � �

þb4j CINSij � �

þb5j CVALij � �

þ rij ð1Þ

Level 2 (Manager level)

b0j ¼ g00 þg01 MEXPj � �

þg02 MINSj � �

þg03 MVALj � �

þg04 MCHARj � �

þg05 MEXPj � MCHARj � �

þg06 MINSj � MCHARj � �

þg07 MVALj � MCHARj � �

þg08 MIEXPj � �

þg09 MIINSj � �

þg10 MIVALj � �

þ u0j ð2Þ

b1j ¼ g10 þ g11 MEXPj � �

þ g11 MINSj � �

þg11 MVALj � �

ð3Þ

b2j¼g20 þ g21 MEXPj � �

þ g21 MINSj � �

þg21 MVALj � �

ð4Þ

b3j ¼ g30 ð5Þ

b4j ¼ g40 ð6Þ

b5j ¼ g50 ð7Þ

where

DV ¼ CSR’s expectancy, CSR’s instrumentality, or CSR’s valence

MCAS ¼ manager-CSR age similarity MCGS ¼ manager-CSR gender similarity CEXP ¼ coworkers’ expectancy CINS ¼ coworkers’ instrumentality CVAL ¼ coworkers’ valence MEXP ¼ manager’s expectancy MINS ¼ manager’s instrumentality MVAL ¼ manager’s valence MCHAR ¼ manager’s charismatic leadership MIEXP ¼ mean of individual-level CSR’s expectancy per

service unit

MIINS ¼ mean of individual-level CSR’s instrumentality per service unit

MIVAL ¼ mean of individual-level CSR’s valence per service unit, rij *0,s

2 )

Results

We start by presenting the results for the main effects and con-

tingency factors of the motivation transfer and follow with the

results for the control variables, thereby addressing the model’s

robustness. Eventually, in an additional analysis, we provide

evidence for the external validity of our model and test the

validity of the motivation spillover effect. Table 2 shows the

estimation results for the multilevel regression model.

Results for Main Effects of Motivation and Motivation Transfer

We found support for spillover effects of the motivational

components suggested by Hypothesis 1a and b but not for

Hypothesis 1c. Specifically, results show a significant effect

of managers’ expectancy on their subordinates’ expectancy

(Hypothesis 1a: g ¼ .161, p < .01). We also found a significant positive effect of managers’ instrumentality on their subordi-

nate’s instrumentality (Hypothesis 1b: g ¼ .247, p < .01). Sur- prisingly, managers’ valence had no impact on their CSRs’

valence (Hypothesis 1c: g ¼ .023, n.s.). Hypothesis 4a and b predicted a direct effect of CSRs’

(Hypothesis 4a) and managers’ (Hypothesis 4b) motivation

on the respective self-reported service technology adoption.

In line with Hypothesis 4a and b, we found support for the

direct effects of CSRs’ motivation (Hypothesis 4a: b ¼ .195, p < .01) and manager’s motivation (Hypothesis 4b: b ¼ .263, p < .01) on their self-reported service technology adoption.

Results for Contingency Factors of Motivation Transfer

In Hypotheses 2 and 3, we predicted various interaction effects

between managers’ charismatic leadership and manager-CSR

similarity and the spillover of the motivational factors. We illus-

trate the patterns of the moderating effects of managers’ charis-

matic leadership and manager-CSR similarity in Figures 2 and 3.

Wieseke et al. 223

Charismatic leadership. The results show that managers’ charismatic leadership positively moderates the spillover effect

of managers’ expectancy on their employees’ expectancy, as

Hypothesis 2a proposes (Hypothesis 2a: g ¼ .134, p < .01). Managers’ charismatic leadership also amplifies the instrumen-

tality spillover from managers to their subordinates, as is evi-

dent from its positive coefficient (Hypothesis 2b: g ¼ .181, p < .01). Finally, we found support for the moderating effect

of managers’ charismatic leadership on the valence spillover

(Hypothesis 2c: g ¼ .122, p < .01).

Manager-CSR similarity. The analyses of the cross-level inter- action effect between managers’ expectancy, instrumentality, and

valence and manager-CSR similarity showed split results.

Manager-CSR age similarity strengthened the spillover of all

three motivational components from managers to their

followers, whereas manager-CSR gender similarity had no

moderating effects. The coefficients of the interaction effects

of manager-CSR age similarity with manager’s expectancy

(g ¼ .121, p < .01; Figure 3A), manager’s instrumentality (g ¼ .142, p < .01; Figure 3B), and manager’s valence (g ¼ .130, p < .01; Figure 3C) were all positive and significant.

Furthermore, we found interesting moderating effects of char-

ismatic leadership and age similarity for the valence spillover.

We observed significant downward-sloping patterns for the

valence transfer of managers to their CSRs (i.e., the manager’s

valence negatively influences the CSRs’ valence) in cases where

the managers are uncharismatic (see Figure 2C) or for low age

similarity (Figure 3C). We discuss this very interesting ‘‘backfir-

ing effect’’ for the valence spillover in the discussion section.

Results for Controls

In the multilevel models, we also controlled for the influ-

ence of coworkers’ expectancy, instrumentality, and valence

on an individual CSR’s expectancy, instrumentality, and

valence. Our results show that coworkers’ motivational

components positively affect the focal CSR motivational

counterparts. We found a similar pattern of results for the

cross-level influences of the motivational climate (i.e., mean

level of CSRs’ motivational components per travel agency)

in the service unit.

In the ordinary least squares regressions to test

Hypothesis 4a and b, the within-level control variables,

A. Expectancy Spillover

3.8

4.3

4.8

Low Mgr's Expectancy High Mgr's Expectancy

C SR

's E

xp ec

ta nc

y

Low Mgr's Charismatic Leadership

High Mgr's Charismatic Leadership

B. Instrumentality Spillover

4.2

4.7

5.2

Low Mgr's Instrumentality

High Mgr's Instrumentality

C SR

's I

ns tr

um en

ta lit

y

Low Mgr's Charismatic Leadership

High Mgr's Charismatic Leadership

C. Valence Spillover

4.5

5

Low Mgr's Valence High Mgr's Valence

C SR

's V

al en

ce

Low Mgr's Charismatic Leadership

High Mgr's Charismatic Leadership

Figure 2. Managers’ charismatic leadership as moderator of motivation spillover. Note: CSR ¼ customer service representative, Mgr ¼ manager.

224 Journal of Service Research 14(2)

training and support provided by the organization as well as

commitment on both levels had positive effects on service

technology adoption. These findings are largely consistent

with results of previous studies in the service technology

literature. However, the mere effect sizes of motivation

on service technology adoption behavior on both levels

compared to the effect sizes of the control variables under-

line the incremental predictive power of the motivation

construct as evidenced by the standardized regression coef-

ficient of CSR motivation (bCSR ¼ 0.20) in comparison to the standardized regression coefficients of the respective

controls (bOrganizational Support & Training ¼ 0.09; bJobSatisfaction ¼ 0.14; bCommitment ¼ 0.08; bServiceExperience ¼ �0.08).

Model Robustness Checks

To test the robustness of our results, we repeated the multilevel

regression analyses for less complex base models without the

above-mentioned control variables to validate our results

regarding the hypothesized effects (Cohen et al. 2003). The

results are stable, regardless of whether control variables are

included and thus confirm the robustness of our findings.

Mean centering. We assessed whether the type of mean centering (group or grand mean centering) influenced our results.

For cross-level interactions, group mean centering of Level 1 is

recommended (Raudenbush and Bryk 2002). Our conceptual

framework included both within-level interactions and cross-

level interactions. We therefore used grand mean centering to

standardize the predictors within their respective level (Chen, Bli-

ese, and Mathieu 2005) and conducted additional tests with group

mean centering. All of the cross-level interactions remained sig-

nificant. Those results show that our results are robust and that the

way we centered our variables did not change our findings.

Additional Analysis External validity. To add additional external validity to our

model, we show that managers’ and CSRs’ motivation is posi-

tively related to the objectively observed service technology

adoption data (measured as sales generated with the new

service technology). 2

Employing ordinary least squares regres-

sions, we show that manager’s and CSRs’ motivation influ-

ences actual use behavior.

For the service unit level, we operationalized CSRs’ motiva-

tion as the average of employees’ motivation in the respective

service unit. The indexes of within-group agreement (ICC[1]

A. Expectancy Spillover

4

4.5

Low Mgr's Expectancy High Mgr's Expectancy

C SR

's E

xp ec

ta nc

y

Low Mgr-CSR Age Similarity

High Mgr-CSR Age Similarity

B. Instrumentality Spillover

4

4.5

5

Low Mgr's Instrumentality

High Mgr's Instrumentality

C SR

's I

ns tr

um en

ta lit

y

Low Mgr-CSR Age Similarity

High Mgr-CSR Age Similarity

C. Valence Spillover

4.5

5

Low Mgr's Valence High Mgr's Valence

C SR

's V

al en

ce

Low Mgr-CSR Age Similarity High Mgr-CSR Age Similarity

Figure 3. Managers-CSR age similarity as moderator of motivation spillover. Note: CSR ¼ customer service representative, Mgr ¼ manager.

Wieseke et al. 225

and ICC[2]) and median within-group agreement (rwg) justi-

fied this aggregation (Bliese 2000; James, Demaree, and Wolf

1984). We first entered the aggregated CSR motivation and

manager motivation. In the next step, we added the interaction

term of managers’ and CSRs’ motivation. The manager’s moti-

vation (b ¼ .22, p < .01), CSR’s motivation (b ¼ .20, p < .01), and their interaction term (b¼ .15, p < .01) had a strong impact on the business unit’s objective service technology adoption.

These results add additional external validity to our model, as

managers’ and CSRs’ motivation significantly impacts actual

use behavior. Table 3 reports these results.

Indirect effect of motivational spillover. We found that under certain conditions, the manager’s motivational components

transfer to CSRs’ motivational components, and these in turn

influence CSRs’ service technology adoption. However,

Homburg, Wieseke, and Kuehnl (2009) show that a manager’s

technology adoption might have a direct influence on the

CSR’s technology adoption. Therefore, in an additional analy-

sis, to explore the validity of the motivation spillover effect, we

test whether the motivation spillover effect exists beyond the

direct effect of a manager’s technology adoption on CSRs’

technology adoption. To do that, we test whether the CSRs’

motivation mediates the relationship between the manager’s

motivation and the CSRs’ technology adoption, while, impor-

tantly, controlling for the direct effect of the manager’s tech-

nology adoption on CSRs’ technology adoption.

We used a mediational model that combines single-level

and multilevel modeling. The model is characterized as a

2 !1 ! 1 multilevel mediation model (Krull and MacKinnon 2001), in which the initial variable (managers’ motivation) is

measured at the macro level and both the mediator (CSR’s

motivation) and the outcome (CSRs’ service technology

adoption) are individual-level variables. We apply the para-

metric bootstrap method, which involves the use of parameter

estimates between the independent variable and the mediator as

well as the mediator and the dependent variable, while control-

ling for manager’s service technology adoption and the covari-

ates in our framework. 3

Following recommendations in the

literature, we used 20,000 repetitions and the percentile method

to create a 95% interval of the hypothesized indirect effect, relying on an SPSS macro (Hayes 2005).

Bootstrapping demonstrated that zero did indeed fall

outside the confidence interval of the hypothesized effect

(95% CI ¼ [.17,.90]. Thus, managers’ motivation has a pos- itive and significant effect on CSRs’ service technology

adoption, which runs indirectly through CSRs’ motivation

while controlling for managers’ service technology adoption

(p < .05). By and large, the results of this mediation analysis

confirm the existence of the significant indirect motivation

effect on CSR technology adoption that extends beyond the

direct effect of managers’ technology adoption on CSR tech-

nology adoption. Table 4 provides an overview of the results

of the study.

Discussion

Research Issues

The aim of this paper was to explore the motivation dissemina-

tion in the manager-CSR dyad. Despite the undisputed impor-

tance of motivating CSRs as the first representatives of a

company, the effect of manager motivation on CSR motivation

has not been previously investigated, especially in the area of

service technology implementation.

In response to this neglect, we developed a conceptual

framework based on the concept of a motivation spillover prin-

ciple from manager to CSR and its consequence for service

technology adoption. Using a linked multilevel sample of

387 service unit managers, 1,018 CSRs, and objective firm

data, we tested our motivation spillover framework. Both the

findings from the empirical analyses and the multilevel design

of our study have a number of important academic and practical

implications, particularly in terms of gaining a broader under-

standing of the means by which managers can influence

employee motivation. To the best of our knowledge, this study

is the first to investigate motivation dissemination through the

different hierarchical levels of an organization.

Our study makes several contributions to research on motiva-

tion and leadership. First, drawing on expectancy theory, social

learning theory, and charismatic leadership, we find support for

our hypothesis that a motivation spillover from manager to CSR

exists. Our results reveal the occurrence of an indirect multilevel

motivation spillover of managers’ motivation to CSRs’ motiva-

tion, which then leads to CSRs’ service technology adoption.

Importantly, this effect exists incrementally beyond the direct

effect of manager service technology adoption behavior on

CSRs’ adoption behavior. Thus, we discover an alternative moti-

vational effect on CSRs’ task-specific behavior.

Table 3. Hierarchical Regression Results for Objective Service Technology Adoption

Predictor

OSTA ¼ b0 þ b1(MMOT) þ b2(CMOT) þ b3(MMOT � CMOT) þ ri

Step 1 Step 2 Standardized b (t Value)

Standardized b (t Value)

Step 1 �Manager Motivation (b1) .23** (7.88) 0.22** (7.46) �CSR Motivation (b2) .18** (3.29) 0.20** (3.41) Step 2 �Manager Motivation � CSR Motivation (b3)

0.15** (5.21)

F value 19.89** 20.47** R2 .09 .11 Adjusted R2 .086 .105 DR2 .02**

Notes: OSTA ¼ objective service technology adoption, CSR ¼ customer service representative, MMOT ¼ manager’s motivation, CMOT ¼ CSR’s motivation. * p < .05 ** p < .01.

226 Journal of Service Research 14(2)

Specifically, the main effects in our hierarchical regression

model show that the motivational components derived from

expectancy theory, namely, expectancies and instrumentalities,

transfer directly from managers to CSRs, while valences do not

transfer. Further, our moderation analysis shows that the spil-

lover of expectancies, instrumentalities, and valences strongly

depends on charismatic leadership and manager-CSR similar-

ity. Under low charismatic leadership or low manager-CSR

similarity, expectancies and instrumentalities do not transfer

from service unit manager to CSR. However, under high char-

ismatic leadership or high manager-CSR similarity, we observe

an enhanced transfer of expectancies and instrumentalities

from manager to CSR.

Concerning the spillover of valences from manager to

CSR, this transfer requires either charismatic leadership or age

similarity of managers with their CSRs. However, in contrast to

the transfer of expectancies and instrumentalities, under the

condition of low charisma or low manager-CSR similarity,

we observe a ‘‘backfiring effect,’’ in that an increase in the

manager’s valence reduces the CSR’s valence. This reaction

of the CSR indicates that the CSR will adopt the manager’s

valences only under the very specific condition of a high level

of identification between manager and CSR. This phenomenon

can be attributed to the notion that valences, which are concep-

tually close to personalized values and thus integrated into the

self-concept, are more resistant to social pressure than expec-

tancies and instrumentalities.

On a methodological level, another contribution of our study

is to address the inadequate examination of levels-of-analysis

issues by leadership research (Yammarino et al. 2005).

Although the value of such work is not in question, a single

level of analysis may not appropriately account for the multile-

vel nature of the motivation construct in the leader-follower

dyad. Our use of a hierarchical study design, which accounts

for CSRs being nested within managers, addresses the call in

leadership research to consider multiple levels of analysis

(Avolio et al. 2009).

Managerial Implications

In view of the critical role of CSRs as ‘‘first representatives’’ of

a service firm and the relationship of this role to the high costs

of employee disengagement, motivating CSRs to achieve their

highest performance levels is a major challenge for service

firms. Our study provides several important implications for

organizations and managers.

First, we find that managers are critical multipliers of

task-specific motivation for CSRs. Consequently, to motivate

CSRs to perform a certain task, such as adopting a service tech-

nology, large-scale organizations must concentrate their moti-

vation efforts to a greater extent on middle-level managers.

When middle-level managers are truly convinced and moti-

vated to perform the task, their motivation will spread quickly

to their frontline employees. As middle-level managers usually

have a certain span of control, directing motivation efforts at

them is an efficient and resourceful way of stimulating work-

force motivation concerning a given task. In contrast, if compa-

nies neglect middle-level managers and fail to involve them

when aiming to motivate CSRs, middle-level managers may

become serious roadblocks to employee motivation, as their

disengagement spills over to their employees. This implication

appears to be particularly significant, since organizations pri-

marily target frontline employees rather than extending their

focus to their managers.

Second, we find that the spillover of task-specific motiva-

tion from managers to CSRs is enhanced when leaders are char-

ismatic and the age similarity with their employees is high.

Thus, to successfully implement a new service technology,

organizations should identify service units with either charis-

matic managers or managers that are of an age similar to their

Table 4. Overview of the Results

Main Effects of Motivation Transfer

Independent Variable Dependent Variable Moderator Hypothesized

Effect Results

H1a Manager’s Expectancy CSR’s Expectancy þ P H1b Manager’s Instrumentality CSR’s Instrumentality þ P H1c Manager’s Valence CSR’s Valence þ X H4a/b Manager’s/CSR’s Motivation Manager’s/CSR’s Service

Technology Adoption þ P

Contingency Factors of Motivation Transfer

H2a Manager’s Expectancy CSR’s Expectancy Charismatic Leadership þ (P) H2b Manager’s Instrumentality CSR’s Instrumentality Charismatic Leadership þ (P) H2c Manager’s Valence CSR’s Valence Charismatic Leadership þa (P)a H3a Manager’s Expectancy CSR’s Expectancy Manager-CSR Similarity þ (P) H3b Manager’s Instrumentality CSR’s Instrumentality Manager-CSR Similarity þ (P) H3c Manager’s Valence CSR’s Valence Manager-CSR Similarity þa (P)a

Note: a Backfiring effect for uncharismatic managers or low Manager-CSR Similarity: Manager’s valence has negative effect on CSR’s valence.

(P) Supported for Age Similarity; not supported for Gender Similarity.

Wieseke et al. 227

employees and use them as starting points for the service tech-

nology introduction. Identifying charismatic managers should

be possible, as charismatic leaders are found to ‘‘stand out in

a crowd’’ (De Vries, Roe, and Taillieu 1999, p. 110). In those

service units selected, the manager’s motivation should spill

over rapidly to the employees, making those service units

examples of best practices that facilitate the diffusion of the

new technology in the company.

Third, manager training should sensitize managers that

employees must discern their motivation concerning a given

undertaking. As motivating employees is an essential manage-

rial task, making use of motivation spillover to engender

employee motivation is not only the manager’s responsibility

but also strongly in the manager’s interest. Managers must be

profoundly aware of motivation spillover and thus be moti-

vated themselves concerning a specific task. Providing manag-

ers with that knowledge endows them with a powerful lever to

influence their employees. To make optimal use of motivation

spillover, managers should distinctly exhibit their own motiva-

tion to their employees. They should (a) display confidence in

solving the task and show their conviction that effort leads to

the desired performance (expectancy) and (b) display confi-

dence that achieving the desired level of performance leads

to certain outcomes (instrumentality) and that those outcomes

are cherished and important (valence).

Limitations, Conclusions, and Directions for Future Research

As with all research, our study has some limitations that restrict

its interpretation and generalizability. An ideal design to clarify

a causal direction would be one in which causation across time

helps to reduce the likelihood of reversed causality. Therefore,

in our study, we compiled data on motivation at two separate

points in time, collecting data on the CSRs’ level 2 months

after the service unit managers’ survey. Although this temporal

order is an indicator for a causal direction of the effects from

managers’ variables on service personnel’s variables, analyz-

ing longitudinal data would be the ideal way to control for

reverse causality. For example, highly motivated CSRs who are

adopting new technologies fast might have an influence on

leaders’ motivation and adoption behaviors as well, although

this bottom-up influence of emerging leaders among followers

might be an exception rather than the rule.

Running of a profound test for causation requires a fully

cross-lagged model. As recommended by de Jonge et al.

(2001), for a systematic evaluation, a baseline model including

only stability paths must be compared to more complex models

incorporating cross-lagged paths. Since we surveyed the ser-

vice unit managers and their CSRs at two different points in

time, we could not test the model for cross-lagged effects. Fur-

ther research using longitudinal data or an experimental design

could address these limitations. In this regard, an examination

of the stability of motivational effects might also be interesting.

Moreover, we are limited to providing a conceptual explana-

tion for the motivation spillover mechanism based on social

learning theory but cannot offer a measurement for the

mechanism. In this, we are in line with several recent works

in leadership research that draw on social learning theory as

a theoretical foundation without operationalizing it (Brown,

Trevino, and Harrison 2005; Chen et al. 2007; Mayer et al.

2009; Tucker et al. 2010). However, future research should

investigate the underlying mechanisms of motivation spillover

by measuring social learning and test it as a mediator of the

relationship between manager and CSR motivation.

Finally, additional research is necessary to identify other

potential moderators and mediators of the relationship

between managers and CSRs, such as organizational and

Appendix A. Measurement Scales

Scales

Motivation (Managers and CSRs) Source: adapted from Sanchez, Truxillo, and Bauer 2000 (1 ¼ strongly disagree and 7 ¼ strongly agree)

Valence: What is important to you concerning your work? The success of our travel agency is important to me A sustainable customer satisfaction is important to me A high customer retention is important to me Making greater use of my skills and abilities on my job is important to me An interesting and diversified work is important to me Avoiding stress at work is important to me Avoiding extra work in my job is important to me

Instrumentality: By using the new system . . . our travel agency is more successful our customers are sustainable satisfied customer retention can be generated I can make greater use of my skills and abilities on my job my responsibilities are more diversified I have a lot more stress at work. (reverse coded) it requires a lot of extra time. (reverse coded)

Expectany If I try, I succeed in using the new service technology system for all my service activities If I put all my efforts in it, I can use the new service technology system Concentrating on the new service technology tool’s usage, it is no problem for me to use it

Service technology adoption (Managers and CSRs) Source: adapted from Jelinek et. al. 2006 (1 ¼ strongly disagree and 7 ¼ strongly agree) I consider myself a frequent user of the new service automation tool I fully use the capabilities of the new service automation system I have completely integrated the new service automation system into my service process I utilize the new service automation tool as often as I can The new service automation tool is the most frequently used sys- tem, when I make flight arrangements (CSRs)

Charismatic leadership (Managers) Source: adapted from Conger and Kanungo 1998 (1 ¼ strongly disagree and 7 ¼ strongly agree I am very successful in inspiring my employees for a shared vision

(continued)

228 Journal of Service Research 14(2)

relational identification (Hogg 2001; Kelman 1958; Sluss and

Ashforth 2007) and compensation (Anderson 1985). Further-

more, additional variables should be examined to rule

out effects that might result from factors related to the

organizational context of the respondents, such as organiza-

tional climate (Schneider et al. 2005).

In conclusion, the model and results presented here clearly

constitute an important first step in understanding the transfer

of motivation in the manager-CSR dyad. The motivation spil-

lover from manager to CSR is of high importance for service

companies and leadership researchers alike, and we make an

unprecedented discovery of an effect that describes how man-

ager motivation transfers to CSRs. A deeper understanding of

the process and drivers of motivation spillover from manager

to CSR is certainly valuable.

Declaration of Conflicting Interests

The author(s) declared no potential conflicts of interest with respect to

the research, authorship, and/or publication of this article.

Funding

The author(s) received no financial support for the research, author-

ship, and/or publication of this article.

Notes

1. This aspect appears to be common for many service firms. Also, as

is commonly the case, both managers and service representatives

were free to choose whether to adopt or reject the new service

technology.

2. For the calculation of motivation we relied on Vroom’s multiplica-

tive approach: Motivation ¼ Expectancy � Instrumentality � Valence.

3. We diverge from Baron and Kenny’s (1986) approach and instead

use the bootstrapping method, for reasons outlined by Shrout and

Bolger (2002). Multiple authors in marketing (e.g., De Luca and

Atuahene-Gima 2007; Rucker and Galinsky 2008; Ye, Marinova,

and Singh 2007) and management (e.g., Eisenbeiss, Boerner, and

van Knippenberg 2008; Giessner and van Knippenberg 2008;

Smith, Collins, and Clark 2005) have applied the bootstrapping

method to test for mediation. Pituch and Stapleton (2008), after

comparing different methods, explicitly recommend bootstrapping

over other methods for mediation analysis, and in particular for

2 !1! 1 indirect multilevel effects like ours.

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Appendix A (continued)

Scales

I can inspire my employees even on bad days In difficult times I find it easy to convey a sound optimism to my employees I have a vision that I try achieve with creative ideas I provide inspiring strategic and organizational goals I permanently create new ideas to make my travel agency ready for the future I am an entrepreneurial person and readily take opportunities I recognize new opportunities in the market that may facilitate our achievement of organizational objectives I am able to motivate my employees by articulating effectively the importance of what they are doing I am a convincing representative to the external public

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Bios

Jan Wieseke (1974) is a professor of Marketing and Chair of Business

Administration and Marketing, a University of Bochum, Germany. He

obtained his PhD in 2004 at the University of Marburg, Germany. His

research interests center on internal marketing, services marketing, the

employee-customer interface and the application of social identity the-

ory in marketing settings. Jan serves as associate editor of the British

Journal of Management. His work has been published in outlets includ-

ing the Journal of Marketing, Journal of Marketing Research, Journal

of the Academy of Marketing Science, Marketing Letters, Journal of

Marketing Theory and Practice, and Journal of Vocational Behavior.

Florian Kraus (Ph.D., University of Marburg, Germany) is Assistant

Professor of Marketing at the Department of Marketing,

Ruhr-University Bochum, Germany and Research Fellow at the C.T.

Bauer College of Business, University of Houston. His current

research focuses on salesperson behavior and performance. Florian

also conducts research on house brands, motivation and organizational

identification in the context of sales management and services market-

ing. His work appeared in the Journal of Marketing.

Sascha H. Alavi (1984) is a doctoral student at the Chair of Business

Administration and Marketing, at the University of Bochum,

Germany. Sascha’s research focuses on leadership, sales and price

management. His work has been published in Schmalenbachs

Business Review.

Tino Kessler-Thönes (1978) received his PhD at the University of

Marburg, Germany in 2008. He works as marketing manager at Sana

Kliniken AG in Düsseldorf, Germany.

Wieseke et al. 233

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