Recent Developments in Financial Participation

within the European Union

 

(Project No. 0218)

for

 

EUROPEAN FOUNDATION FOR THE IMPROVEMENT OF LIVING AND WORKING CONDITIONS

 

 

 

 

By

Erik Poutsma

Nijmegen Business School

University of Nijmegen

 

March 2000

 

 

 

 

 

 

 

 


 


Preface

There is growing interest in the theme of financial participation of employees in their enterprises within Europe. The latest PEPPER (Participation by Employed Persons in Profits and Enterprise Results) report of the European Commission however concludes that there is more  diversity than unity in the use of these employee financial participation schemes. There appears also to be a lack of empirical research on the application of different schemes, their success or failures, advantages or disadvantages.  Against this background the European Foundation for the Improvement of Living and Working Conditions initiated a project to develop research on the application of employee financial participation. In the exploratory stage in 1999 the European Foundation commissioned a report on the state-of-the-art knowledge on employee financial participation in European Union Countries.

 

The main objective of this report, therefore, is to provide the up to date situation of financial participation in Europe. It is based on a review of available international research and publications and interviews with country-experts. It attempts to present a systematic overview of existing forms of employee financial participation, the reasons for its application, the preconditions for its existence and its impact on the employment relationship. Special attention is given to types of employee share ownership and the relationship with the three other pillars of employee participation, i.e. direct participation, representative participation and participation through collective bargaining.

A first interim report was discussed and commented on by experts on the Joint European Foundation / Nijmegen Business School Conference 9/10 September 1999 in Leiden.

This project was carried out by Dr. Erik Poutsma  of the Nijmegen Business School, University of Nijmegen.


Acknowledgements

 

This project is an endeavour of a number of people. First, Kevin O’Kelly and Hubert Krieger of the European Foundation set the course of the project and were convinced of the necessity and also the possibility of success of this endeavour. I thank them for their expertise and their trust. Second, the project is embedded in the research group PARTNER (Participation & New Employment Relationships) of the Nijmegen Business School, University of Nijmegen. Fred Huijgen and Willem de Nijs are real partners in comments and as critics. Third, parts of this report could not be written without the support of experts. I thank the following for their valuable contributions: Joseph Blasi of Rutgers University, NJ, USA; Andrew Pendleton of Manchester Metropolitan University; Takao Kato, Colgate University, Hamilton, NY, USA; Virginie Pérotin, ILO, Geneva; Francine Van Den Bulcke, Catholic University Brussels; Daryll d’Art, University of Limerick, Ireland; Mark van Beusekom, Participation Solutions, the Netherlands; Mariá González-Menéndez, University of Oviedo, Spain; Thomas Coutrot, Ministry of Labour and Solidarity, Paris, France; Peter Mozet, Ministry of Labour, Germany; Hans Schneider, University of Nuernberg, Germany; Peter Wilke and Stefan Würz, ISA consult, Hannover; and all the participants who attended the workshop in Leiden, on September 9 / 10 1999 and  the Netherlands Participation Institute  for organising this meeting.

Finally, I would like to thank everybody who helped me, knowing that any mistakes and misunderstanding that still remain are mine.


Contents

 

Preface

Acknowledgements

Summary

1.   Introduction

2.   The pillars of participation

3.   Motives and effects

4.   Recent developments in Europe

5.   Research perspectives

Literature

Biographical note

 


Summary

 

There is growing interest in the theme of financial participation of employees in their enterprises within Europe. The latest PEPPER report of the European Commission, however, concludes that there is more  diversity than unity in the use of these employee financial participation schemes. PEPPER stands for Promotion of Employee Participation in Profit and Enterprise Results and is the acronym that the European Commission uses to denote financial participation schemes. There appears also to be a lack of empirical research on the application of different schemes, their success or failures, advantages or disadvantages.  Against this background the European Foundation for the Improvement of Living and Working Conditions initiated a project to develop research on the application of employee financial participation. In the exploratory stage in 1999 the European Foundation commissioned a report on the up to date situation as regards employee financial participation.

 

The main objective of this report is to provide this up to date situation. It is based on a review of available international research and publications. It attempts to present a systematic overview of existing forms of employee financial participation, the reasons for its application,  the preconditions for its existence, and its impact on the employment relationship. Special attention is given to types of employee share ownership and the relationship with the three other pillars of employee participation, i.e. direct participation, representative participation and participation via collective bargaining.

Overview of forms of financial participation

The report gives an overview of forms of financial participation. It outlines the broad spectrum of financial participation systems and points to the complexity of the process. It also reviews the differences between the concept of PEPPER schemes, covered by the European Commission report and the more broad spectrum of existing schemes.

Recently there has been a shift from statutory to more decentralised arrangements of participation and discussion has focused on participation’s organisational impacts. Arguments have focused more on organisational efficiency than on workplace humanisation or social justice.  It can be said that this shift is mainly caused by four developments:

 

First, experience with real participation in numerous contexts demonstrates that, while participation has many advantages, it is unlikely to transform society or make the workplace into paradise. In other words not full participation but an optimal level is requested and participation should not be considered as a goal on its own.

 

Second, the lengthy European economic recession has required greater attention to productivity than to social justice. This means that participation is put into a context of contributions to be made to a better economic performance.

 

Third, the political pendulum has swung generally towards the dominant coalition of management and owners in their striving to increase share-holder value. Unions have lost power at the company level in most countries. This has resulted in a trend towards a more decentralised form of negotiations.

 

Finally, to a large extent participation has already established and institutionalised workplace humanisation and social justice which means that the need for deliberate action to promote more participation has diminished.

 

More recently, the trend of greater deregulation by governments has turned the focus of responsibility on private business and on the individual. This has influenced the re-distribution of contributions and resources and financial participation became an alternative for channelling this re-distribution.

 

In summary, recent developments suggest that there is more emphasis on:

n    on organisational efficiency than on power sharing;

n    decentralised arrangements than on collective central arrangements;

n    direct participation than on statutory indirect participation;

n    parties contribution than on collective redistribution;

n    remuneration, through additional income and savings, than on fixed wages.

 

Under the heading of financial participation a broad range of schemes can be classified but four broad categories are covered:

·       Cash based profit sharing

·       Deferred profit sharing

·       Employee savings plans

·       Employee share ownership

 

It is important to make a distinction between profit sharing and share ownership. The differences in character between the two may well outweigh the similarities. Whereas one form of financial participation (profit sharing) is essentially employment-related, the other is ownership-related (employee share ownership). These fundamental differences may well have important effects on the relationship with decision-making participation.

 

Profit sharing and share ownership plans can vary in a number of dimensions. For this discussion, the following are the most important:

·       Pure company level agreement or multi-employer plans;

·       Broad based or only eligible for certain categories of personnel;

·       Dependency on performance of the company or less dependent;

·       Negotiated and agreed with employee representatives or not;

·       Degree of worker control.

 

The PEPPER schemes are company level, broad based plans dependent on company performance, while not excluding participation in other companies assets. Given our focus on participation and commitment and following the PEPPER definition there is an argument to exclude such schemes as gainsharing, irregular cash based profit sharing and share options schemes.

 

Concepts, theories and available research results

Despite the lack of empirical research there is a growing body of knowledge and research on the possible impacts of financial participation. However, this research lacks a complete reference to types of financial participation and research on the impact of financial participation on the employment relationship is limited. Besides, in most research the relationship with other pillars is not questioned.

 

This project made an attempt to discover available empirical research by presenting an extensive bibliography based on a search of libraries and internet sites. Next, discussions were held with researchers specialised in this field. Specific focus was on recent research results on the conditions for financial participation and its functions, implementation problems and the risks for parties involved.

 

In general, the motives for putting financial participation into practice appear to fall in four broad categories:

·       productivity increase;

·       enhancing flexibility of remuneration;

·       gain tax advantages;

·       to provide an employee benefit and, hence, increased commitment of employees (labour market argument).

 

More defensive ones are:

·       discouraging unionisation;

·       used for take-over defence;

·       financing companies in trouble.

 

From a macro perspective the most important reasons to promote financial participation are:

·       wider distribution of wealth (assets and other savings);

·       sustaining employment.

 

The research up to now indicates that financial participation schemes are found more often in:

·       larger (publicly owned) companies;

·       more profitable firms;

·       financial sector companies (banking and insurance);

·       firms with higher than average skills;

·       young growing companies.

 

Given these results, it is suggested that large, more profitable companies also tend  to develop more financial participation regulations and other employee benefits. However, this implies the reversal of the cause-effect relationship which implies that there is an expected productivity increase.

 

A considerable body of evidence suggests that the introduction of financial participation is associated with a rise in the level of productivity in the firm. However, the debate on the link between performance and financial participation is not closed. There seems to be an indication that this link is present for the introduction of profit sharing but less in the case of employee share ownership. The research indicates, therefore, that there is no automatic connection between employee ownership and productivity or profitability. Subsequently it is concluded that there has been little study of the salient organisational mechanisms that might help explain the actual connection between employee ownership and performance and also very little study of the range of other human resource policies that might produce positive impacts with financial participation.

 

The research also indicates that employee ownership does not automatically improve employee attitudes and behaviour whenever it is implemented. There are indications that perceived participation in decision-making, either by itself or interacting with employee ownership, will have positive effects on employee attitudes. Evidence also appears to suggest that employee share ownership, when combined with participation, does increase productivity. Put another way, employee share ownership and participation (both direct and indirect representative on company level) tend to reinforce each other.

 

Trade union de-recognition has also been put forward as an argument for the introduction of financial participation schemes and this has led trade unions to be sceptical about financial participation. While research shows a positive association between union recognition and other participative structures there is no evidence that employees seek or desire a change in union representation in firms which arranges employee ownership. Moreover, research indicates that when trade unions and employee representatives are involved in the implementation of financial participation plans the further development of employee participation appears to be an important objective.

 

Problems and obstacles

A potential shortcoming of financial participation schemes is that they may not result in higher motivation when the relationship between input and output is weak, thus failing to meet expectations both for employees and for employers. This is especially true for non-management employees, whereas top executives are more directly connected to organizational performance. Financial participation schemes, therefore, tend not to be broad based but directed to higher skilled, core staff.

Another important obstacle might be the costs to companies in the initial design stage, the implementation and the ongoing costs for administration. These are not inconsiderable and there is the additional expense associated with the need to have an annual appraisal of the company’s value by an outside expert. Generally speaking, unless a company is big enough these costs will probably outweigh any tax advantages.

Actual developments since 1995 in selected countries

Drawing on the PEPPER II report, this review attempts to update the developments of financial participation in European countries. A more in-depth description is given of the developments in the most elaborated ‘financial participation’ countries such as France, Germany and the United Kingdom, and three other countries with specific patterns and activities concerning financial participation: Ireland, the Netherlands and Spain[1]. The developments in these countries by and large cover the variety of characteristics, and developments of schemes and also the variety of empirical insights on relevant topics.

 

From this short overview of developments in Europe the following conclusions can be drawn:

·       The full range of financial participation schemes can be found throughout Europe.

·       These systems are more diffused in a limited number of countries. In most European countries financial participation is not an issue in national debates. Any plans in those countries are very local or implemented through foreign companies.

·       Countries differ from each other not only in the development and diffusion of schemes, but also in the nature of schemes and the emphasis on certain objectives. Therefore, the pattern of financial participation differs between countries.

·       A country’s pattern of financial participation reflects the industrial relations system, the corporate governance system and the prevailing business and corporate culture.

·       France has a pattern that consists of more state regulated (mandatory) broad based deferred profit sharing with the aim of enhancement of employee savings and wider distribution of wealth and wage flexibility. Financial participation systems are also used for income and employment policies. The corporate governance system provide for a limited scope of employee share ownership due to more concentration of capital and the substance of tightly controlled family firms.

·       Spain has a pattern of minor regulations for share-based profit-sharing. The developments at present are not substantial although an increase is expected. It is significant that the Spanish government considers its fiscal support for share-based profit-sharing as one of its measures favouring small- and medium-sized firms. In fact, the development of enterprise-level pension plans and the support for workers’ co-operatives and labour firms should be looked at as complementary to plans to improve workers’ financial participation in the firm.

·       Germany has a pattern that consists of investment savings plans with the principal aim to increase (employee) ownership of capital savings and other assets for the future security of low earners. The main actors are employers and government. The consensus based corporate governance system of Germany has led to the operation of collectively agreed schemes. Like France, the capital market is not elaborated in Germany. Many firms are tightly controlled or are privately owned, which leaves little scope for the development of full employee share ownership and trade unions appear to initiate any discussions which might take place.

·       The Netherlands’ pattern of financial participation is largely based on a nation wide wage savings plan. This plan allows profitable tax provisions on contributions of both employer and employee to a share based plan. However, most employees opt for the less risky saving in a special account with less profitable tax provisions and trade unions are not demanding collective schemes.

·       The UK has a pattern that consists mainly of deferred share option schemes which have the principal medium term aim of employee incentive. The main actors are employers and government. A well developed and elaborated stock market provides ample opportunity for share based investments. The development is heavily supported by UK Government policy and measures.

·       Ireland has a pattern of financial participation that more or less reflects the UK pattern. The difference is that in Ireland it is just starting. Based on the promotion of a national programme, Programme for Prosperity and Fairness, the trade unions are also committed to the promotion of share based plans.

·       In general, the use, pattern and diffusion of schemes are influenced by government policies on tax advantages and other incentives.

·       Government positions in individual EC countries range from those that are strongly and actively in favour of financial participation, to those that try to have a positive influence on the social partners, to those that leave the matter solely to the individual employers, to those without a defined view on the topic.

·       Throughout Europe there is a growth of financial participation and this is expected to continue.

·       This growth is prompted by the decision of individual employers in larger companies and is mainly in the form of investments savings plans, share option schemes or deferred profit sharing schemes and in a growing number of cases, for future securities (including retirement funding).

·       Throughout Europe there is a growth in share options schemes for staff and executives, especially in the booming financial and high technology sectors.

·       Generally, throughout Europe, smaller privately owned companies are not in favour of financial participation systems.

·       The number of typical ESOP’s in European countries is very low.

·       The incentives and the amounts for financial participation usually fall between 2 to 5% of annual employee earnings and between 2 to 5 % of the wage bill.

·       The development of financial participation is generally dealt with outside the collective bargaining process and is the subject of agreement between employee representatives and employer at company level.

·       In most countries, the attitude of trade unions is changing to a more pragmatic interest.

·       Financial participation systems are mainly used as an additional employee benefit to increase workforce commitment, as an instrument to gain tax advantages and other bonuses. It is used less as an instrument for diminishing wage rigidity or as a broad based performance related pay scheme.

·       Employee share ownership is used less as a defensive mechanism to prevent a take over or as a means of financing companies in trouble.

·       The low diffusion of financial participation in most European countries and in most companies might also reflect another use of reward systems in Europe. European managers do not seem to be convinced of the connection between variable pay and corporate performance.

·       In most countries there is little data and knowledge about the impacts (on employee attitudes, on actual change in employee behaviour or on actual changes in performances of companies) of financial participation systems. Likewise, there is not much knowledge of the relationship of these systems to the other pillars of participation, and is the impact of corporate governance systems on the nature and use of financial participation is not fully understood.

Knowledge gaps in the process of introduction, implementation and support of broad based financial participation

As an input for debate Chapter 5 presents a first overview on existing knowledge gaps and possible research topics. Given the suggested positive impact on a number of desirable objectives which the employers, employees and governments have, the question of implementation and related problems becomes important. There is a need to establish the knowledge gaps, especially when it concerns the combined efforts to improved employee participation.

 

This report identifies topics that has had minor attention in the research literature and suggests a specific focus and research strategy. Discussions on research could focus on the question: at this stage of the development in Europe what is needed most? The theoretical debate and research has not on the whole yet produced decisive results. More empirical evidence is, therefore, needed to identify the relationships and the impact of financial participation. The focus might be the process to discover salient organisational mechanisms that might help explain the actual connections.

 

Much research has been done on the characteristics of companies that use these schemes, compared with companies that have no schemes. Chapter 3 shows some of these findings.

Our knowledge of determinant factors stemming from task structures, social structure, employee relations and work related variables is limited. We also appear not to know much about employees’ opinions about different schemes and the reasons for their decision to participate in a given scheme. Research has also followed the prevailing idea that trade unions take a negative view, while recent experiences with the more positive positions of trade unions is getting more attention. Finally, our knowledge of attitudes and behaviour of employee representatives and their assessment of schemes, is limited.

 

As mentioned above, in the course of determining factors the relationships with external factors have been researched more than the theoretical proposition of the interaction between the pillars of participation and the subsequent HRM instruments. The possible relationship with HRM -strategies should get more attention. Research also needs to move beyond measuring financial participation, non-financial forms of participation and firm performance and presuming that a direct connection can either be established or not. Research could measure a wide variety of elements of the employment relationship, the firm’s culture and competitive strategy. In other words a move in the direction of researching the high performance workplace.

 

In summary, future research on determinant factors should focus more on:

·       employee participation and choices made, for instance through a EU-wide survey of individuals about employee stock ownership, profit sharing and participation;

·       social structure and work related characteristics, for instance the differences between categories of personnel and between broad based plans and executive types of plan; between team-based workplaces and conventional workplaces;

·       Trade unions and employee representatives’ responses and experiences with different types of schemes, in different settings;

·       Other stake holders attitudes and opinions about financial participation.

 

Future research on relationships might include propositions that cover the relationship between different financial participation schemes and:

·       organisational performance (employee involvement and flexibility);

·       industrial relations performance (conflict and levels of absenteeism, recognition of employee influence);

·       levels of intrinsic and extrinsic commitment;

·       the other pillars of participation (direct participation, representative participation and collective bargaining) and its interactive effects on performance (the high performance workplace);

·       other HRM instruments (compensation, appraisal, competence development, recruitment and selection) and its interactive effects on performance.

 

A survey and panel type research approach could cover the determinant factors and relationships that have had minor attention. Policy orientation requests for a focus on discovering of diffusion patterns of different schemes based on the most important determining factors. Next the research should focus on objectives and impacts as it is important is to know employee and trade union representatives views and responsiveness. For the purpose of policy at the EU level, and as an exchange of experiences between countries the case studies might be used as a research strategy.


Introduction

 

1.1 The objective of the research

 

This report describes recent developments in financial participation in the European union. It discusses the backgrounds of the phenomenon, research results and presents an overview of the situation in the European Union. The aim of the report is to present insights that serve as a basis for discussion by social partners, European governments and the European Commission. The information has been based on a literature search, interviews and extracted from secondary sources and information provided by local experts.

 

There is growing interest in the theme of financial participation of employees in their enterprises within Europe. The European Commission has promoted the phenomenon in the 1990s under the heading of PEPPER. The PEPPER II (1996) report conclude that there is more  diversity than unity in the use of these employee financial participation schemes. There appears also to be a lack of empirical research into the application of different schemes, their success or failures, advantages or disadvantages. Against this background the European Foundation for the Improvement of Living and Working Conditions initiated a project to develop research on the application of employee financial participation. In the exploratory stage in 1999 the Foundation commissioned a report on the up to date situation with on employee financial participation.

 

The main objective of this report is to provide that up to date situation. It is based on a review of available international research and publications. It presents a systematic overview of existing forms of employee financial participation, the reasons for their application,  the preconditions for their existence, and impacts on the employment relationship. Special attention is given to types of employee share ownership and the relationship with the three other pillars of employee participation, i.e. direct participation, representative participation and participation through collective bargaining.

 

1.2 Background of the research

In Europe the participation issue has always been an important aspect of organisation and management in companies. Different European governments have traditionally developed legislative arrangements to promote the involvement of employees. Recent shift towards the issue of direct participation has been notified away from the more statutory indirect participation. Generally this shift is explained by global competition and increased flexibility requirements. The significance of direct participation is widely recognised by the social partners, as the EPOC’s study of their views confirms (Regalia, 1995). There was a general consensus on the objectives of direct participation, as well as widespread understanding of what was involved, even though different labels were used and concerns expressed that there were sometimes drawbacks like work intensification, stress and self-exploitation. Employer representatives often emphasised the social, as well as the economic, benefits of direct participation, while their trade union counterparts did not limit their expectations to improving working conditions, but also mentioned improved economic performance.  This suggests, at the very least, a shared industrial relations culture and, in some cases, increasing co-operation between the social partners.

Also on European level the issue of involvement and new forms of work organisation is seen as a major step towards improved quality of production and improved quality of working life as expressed by the European Commission’s Green Paper Partnership for a new organisation of work published in April 1997. The need for direct participation in the organisation of work has become a ‘new conventional wisdom’ (Osterman, 1994: p.173).

 

Widespread conventional wisdom of such a need cannot be discovered for financial participation. Although the European Commission has developed resolutions and studies to promote this type of participation the spread and use in Europe is rather low (PEPPER II, 1996). Recently a growth of management’ interest in increased application of profit sharing and share-options as an involvement instrument has led to an increase of experiments in recent years. Some governments (the UK, France, the Netherlands, Finland and Ireland) have recently developed or improved legislation and tax provisions.

One of the arguments for putting financial participation into practice is to commit employees to the company and to develop an entrepreneurial attitude and enhance the co-operation between employees and management. Of course, this argument suggests an alignment with direct participation. In some instances this alignment is presented as the partnership company which covers high participation on all levels and all issues, i.e. the high involvement company. However, this alignment-argument is not without dilemma’s. Both pillars of employee participation can have quite different and conflicting objectives and functions. Financial participation might aim at flexible profit related pay on an individual basis, while direct participation might aim at improving the co-operation between workers. Also, the third and fourth pillars of employee participation, i.e. indirect representative participation and collective bargaining might conflict with financial participation since these are mainly focused on collective schemes, solidarity and social justice. On the other hand there are several forms of financial participation that adhere to different objectives that might support synergy with the other pillars of employee participation.

 

The European Foundation for the Improvement of Living and Working Conditions aims with this research to discover topics for research into the phenomenon of financial participation for its research programme.

 

1.3 Structure of the report

Overview of forms of financial participation

The report starts with an overview of forms of financial participation. It discovers the broad spectrum of financial participation systems and points at the complexity of the phenomenon. It also concludes on the differences between the concept of PEPPER schemes, as promoted by the European union and the more broad spectrum of existing schemes. Chapter 2 presents the overview.

Concepts, theories and available research results

The research will focus on concepts and theories that apply to the use of financial participation in conjunction with the other pillars of participation. It will focus on conflicting explanations of the impact of the different pillars of employee participation. More specific it will make references to recent theoretical and empirical insights related to the different functions of (broad based) financial participation: satisfaction, commitment, binding, incentives, savings, participation, performance in relation to different forms of FP (employee shares, options, profit sharing).

Despite the mentioned lack of empirical research there is a growing body of knowledge and research on the possible impacts of financial participation. However the research lacks full references to types of financial participation and research on the impact on the employment relationship is limited. Besides in most research the relationship with other pillars is not questioned. The research will make an attempt to discover available empirical research by presenting an extensive bibliography based on search of libraries and internet sites. Next to this discussions will be held with researchers specialised in this field. Specific focus will be on recent research results on the conditions for financial participation and its functions, implementation problems and risks for parties involved. Chapter 3 presents a summary.

 

Actual developments since 1995 in selected countries

Given the differences in industrial relations systems within Europe, it is to be expected that divergence rather than convergence will be the outcome in the way participation schemes are implemented in different European countries (Hampden-Turner & Trompenaars,1993; Gatley (1996). The way in which organisations and subsequent employment relationships in a country are structured and managed is strongly influenced by national specific social and cultural factors in such a manner that one can even speak of societal patterns of management and organisations. The PEPPER reports on the promotion of financial participation reveal some of these differences.

Drawing on the latest PEPPER II report this report makes an attempt to update the developments of financial participation in European countries. A more in depth descriptions is given of the developments in the most elaborated ‘financial participation’ countries: France, Germany and the United Kingdom, and three other countries with specific patterns and activities concerning financial participation: Ireland, the Netherlands and Spain[2]. The developments in these countries by and large cover the variety of characteristics of schemes and its developments and also the variety of empirical insights on relevant topics.

This part of the research was mainly based on interviews with and supplied resources by national experts. Specific focus will be on the explanations for the developments so far, recent developments and future perspectives and the relationship with the other pillars of employee participation. Chapter 4 presents these recent developments.

 

Knowledge gaps in the process of introduction, implementation and support of broad based financial participation

Chapter 5 gives a first overview on existing knowledge gaps and possible research topics as an input for debate at the workshop. Given the suggested positive impact on a number of desirable objectives of parties concerned (employers, employees and governments) the question of implementation and its problems becomes important. It is expected that knowledge about these problems are dispersed and locally. There is a need to systematise these and discover knowledge gaps especially when it concerns the combined effort of improved employee participation as supported by the different pillars. This part of the research was mainly based on available research on experiences and on discussions with experts at the workshop.

 

In the end the aim of the final report is to highlight important knowledge gaps and hence priorities in research that should be developed for a full understanding of the phenomenon.


2 The pillars of participation

 

2.1 Introduction

We seem to enter the Age of Participation. Governance is an important word in this respect. It refers to the way in which stakeholders in an institution live their power, rights and responsibilities. The authoritarian form of governance has prevailed since people began to organise economic institutions. Participation seems to emerge as an alternative form of governance. Definitions of participation abound. Some authors insist that participation must be a group process, involving groups of employees and their boss; others stress delegation, the process by which the individual employee is given greater free­dom to make decisions on his or her own. Some restrict the term ‘participation’ to formal institutions, such as works councils; other definitions embrace ‘infor­mal participation’, the day-to-day relations between supervisors and subordinates in which subordinates are allowed substantial input into work decisions. Finally, there are those who stress participation as a process and those who are concerned with participation as a result. For the moment we will define participation as a process which allows employees to exert some influence over their work, over the conditions under which they work and over the results of their work.

We distinguish four forms of participation: