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International Journal of Management Reviews (2008)

doi: 10.1111/j.1468-2370.2007.00220.x

Emotional intelligence,
ORIGINAL
XXXX
XXX
EMOTIONAL
2007
Blackwell
Oxford,
International
IJMR
©
1460-8545
Blackwell
UK ARTICLES
INTELLIGENCE,
Publishing
Publishing
Journal of
LtdLtd 2007ITS MEASUREMENT
Management Reviews AND IMPLICATIONS FOR THE WORKPLACE

its measurement and


implications for the
workplace
Susan Cartwright1 and Constantinos Pappas
The concept of emotional intelligence (EI) has attracted a huge amount of interest from both
academics and practitioners and has become linked to a whole range of outcomes, including
career success, life satisfaction and health. Yet the concept itself and the way in which it is
measured continue to fuel considerable debate. This paper takes a critical review of the
methodologies and robustness of the validation and application studies that have used EI
measures. In addition, the links between EI and other related theoretical perspectives such
as emotional labour are considered.

were more than twice those of their less


Introduction
emotionally competent colleagues. Bachman
The concept of emotional intelligence (EI) et al. (2000) have similarly suggested that
has become immensely popular with organiza- highly emotionally competent debt collectors
tions and provided a lucrative new market recovered double the amount of revenues
for test distributors and training consultancies. compared with their more typical co-workers.
According to the American Society for Training The link between EI and increased perform-
and Development (Goleman 1998), four out ance is intuitively appealing to organizations,
of five companies are actively trying to raise particularly to those in the service sector.
the EI of their staff as a means of increasing However, the appeal and influence of EI in
sales, improving customer service (Cavelzani the USA can also perhaps be explained by
et al. 2003) and ensuring that their international understanding the social context in which the
managers perform successfully in global theory was presented and popularized. This
assignments (Gabel et al. 2005). There have occurred against a background of resurgent
been numerous claims as to the economic debate about the inheritability of intelligence
value in selecting personnel on the basis of and its link with class structure, which had
their EI. For example, Goleman (1995), been fuelled by the publication of The Bell
arguably on of the leading beneficiaries of Curve (Herrnstein and Murray 1994) in the
the EI industry, has claimed that insurance mid-1990s, a provocative book restating the
sales agents who scored high on emotional link between race, IQ and social mobility,
competencies achieved sales figures which which offended the principles of liberalism
© 2007 The Authors
Journal compilation © 2008 Blackwell Publishing Ltd, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main Street, Malden,
MA 02148, USA

International Journal of Management Reviews Volume 10 Issue 2 pp. 149–171 149


Emotional Intelligence, its measurement and implications for the workplace

held by many Americans and for which the increasingly embraced the concept and devel-
authors were accused of racism and elitism oped their own interpretations of the skills
(Bouchard 1995) and criticized for using associated with EI (Varca 2004), it would seem
flawed data to argue against current fertility apposite to challenge some of the models
policies (Dorfman 1995). The publication of and measurement tools associated with EI,
Goleman’s book on EI a year later (Goleman their usefulness and the extent to which they
1995) presented a positive counterpoint to the overlap with more traditional concepts and
message of The Bell Curve in arguing that life measures relating to individual behaviour.
success was more dependent upon the way in
which individuals handle their emotions and
Theories of Individual Differences
the emotions of others than how smart they
were in terms of cognitive intelligence. This Theories of individual differences have a long
‘new yardstick’ (Goleman 1995, 3) by which history in explaining human behaviour and the
to assess ability, while described by some different ways in which individuals respond
as absurd (Eysenck 2000) and weak on hard to similar events and circumstances. For almost
evidence (Zeidner et al. 2004), nevertheless a century, intelligence and personality tests
reinforced an acceptable notion that being have been used by organizations to assess and
‘kind, warm and friendly’ was an important compare individuals on a range of factors as
pathway to success (Paul 1999), at a time a means of informing selection and promotion
when the profile of emotions in the workplace decisions. According to the American Society
was increasing in prominence (Domagalski for Personnel Administration, almost 60% of
1999). large organizations and 40% of smaller com-
In recent years, there has been an exponential panies employing fewer than 100 employees
growth in the EI literature, directed at both regularly use personality tests for selection
a popular and an academic readership. Con- and other work-related purposes (Furnham
sequently, it would seem that EI has an impact 1992). The role of individual differences has
upon an ever increasing range of workplace also been emphasized in the study of more
behaviours from managing stress (Slaski and contemporary and emergent workplace issues
Cartwright 2002) to devising travel solutions such as occupational stress and organizational
for tourists (Cavelzani et al. 2003). For a change. Research (Barling et al. 2005; Cart-
variable to have such an apparently pervasive wright and Cooper 2004) has demonstrated
influence on human behaviour, one might that differences in personality, behavioural
wonder why it remained undiscovered for so style and ways of coping account for the
long. Alternatively, perhaps it is merely the way in which individuals both appraise and
re-labelling and clever marketing of a concept experience stress. Individual differences have
that psychologists have long been able to also been shown to relate to the extent to
measure under different guises. which individuals respond to and embrace
While the validity and efficacy of EI has organizational change (Kusstatscher and
been scrutinized within the psychology Cooper 2005).
literature (Law 2004; van Rooy et al. 2005; Perhaps as a result of the growing recogni-
Zeidner et al. 2004), in the main, such reviews tion that organizational change and many other
have focused on test construction and related work-related experiences are emotion-eliciting
psychometric properties. In contrast, the events (Mossholder et al. 2000), interest in
management literature has been rather less the role of emotions in the workplace has
inclined to assess the concept critically and increased in prominence. In particular,
disentangle the hype from the hard evidence. growing attention has focused on the emotional
As non-psychological management disciplines demands of jobs in areas such as customer
such as marketing, travel and tourism have service which require role occupants to exercise

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June 2008

high levels of emotional labour (Hochschild 1956). In contrast, there was no disagreement
1983; Pugh 2001) and are typically experi- within this field as to the cognitive abilities
enced as highly stressful (Johnson et al. 2005). and types of items that constituted a valid
As a consequence, EI has become regarded as measure of an individual’s intelligence. Hence
an important source of individual difference, the content of intelligence tests has tradi-
as being more relevant (Goleman 1998) or at tionally reflected what is regarded as being
least as relevant as traditional cognitive intel- rational problem-solving abilities or ‘academic
ligence (IQ) (Mayer et al. 1990) in determining intelligence’ (Furnham 2005).
workplace performance and organizational Furnham (2005), among others (Gardner
effectiveness. 1999; Harvey et al. 2002; Riggio et al. 2002),
Emotional intelligence is a difficult concept has argued that traditional IQ tests are too
to define precisely and measure, and is the narrow in their focus and that ‘other intelli-
subject of much bitter debate and criticism gences’ are required to succeed in the work-
(Paul 1999; Robertson and Smith 2001). Mayer place. Harvey et al. (2002) recently proposed
(1990) differentiates between the ‘popular’ eight different kinds of intelligences important
version as advanced by writers such as Goleman for managers which include socio-cultural,
(1995) and the ‘scientific’ version put forward political, innovative and EI. In particular, in
by himself and his colleagues. Whereas the an increasing global market, the concept of
scientific view suggests that EI is likely to cultural intelligence as being ‘the ability to
account for between 2 and 25% of the individual construct innovative ways of conceptualising,
variance in certain life outcomes, the popular data gathering and operating in a new culture’
view tends to over-exaggerate its contribution. (Earley and Ang. 2003) has become increasingly
influential in the selection and development
of expatriate managers.
Traditional Intelligence
It has become widely accepted that intelligence,
What is Emotional Intelligence?
or at least what is measured by traditional
intelligence tests, is a major predictor of Over time, emotions have been viewed under
academic performance and work success a number of lenses by a variety of disciplines,
(Drasgow 2003; Furnham 2005). In the early including psychology (Cornelius 1996),
part of the last century, two different views sociology (Williams 2001), biology (Damasio
regarding the structure of intelligence were 1994) and management (Fineman 2000; Herriot
proposed. On the one hand, Spearman (1927) 2001). Many researchers typically perceive
conceptualized intelligence as being a single emotions in a negative way as a disorganized
factor ‘g’ or general intelligence which ac- interruption of mental activity that displaces
counted for the differential performance between rational thought (Fineman 2000). For many
individuals in all areas of human ability. years, this view has been strongly inherent in the
On the other hand, Thurstone (1938) argued management literature, which has traditionally
that intelligence was best understood as emphasized the rationality of business and
being a set of seven loosely related primary has advocated the need for organizational
mental abilities such as numerical reasoning, leaders to ‘manage’ emotions out of the
spatial abilities and verbal comprehension organization, or at least relegate them to some
which explained various different aspects of out of the way place, out of harm’s way
performance. These differences about the (Fineman 2000). For example, Young (1936)
structure of intelligence reflected the application described emotions as having ‘no trace of
of different statistical analysis techniques conscious purpose’ and subsequently defined
and have been reconciled by later more them as ‘acute disturbances of the individual
compromising hierarchical models (Vernon as a whole’ (Young 1943).

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Emotional Intelligence, its measurement and implications for the workplace

In contrast, other researchers have argued same time, Sternberg (1985) proposed a triar-
that emotions are essential to rational thinking chic theory of intelligence, and distinguished
(Damasio 1994) because they are tied to between analytical, creative and practical
values (De Sousa 1987). Easterbrook (1959) intelligences. Whereas analytical intelligence
similarly viewed emotions as positive in was closely equated to general intelligence
organizing responses which adaptively focus and academic problem-solving, practical
cognitive activities and subsequent action. intelligence represented ‘real world’ intel-
Leeper (1948) draws attention to the motivat- ligence, including relational abilities.
ing force of emotions and that emotions Although the current popularity and interest
trigger processes which arouse, sustain and in the concept of EI has become closely
direct attention. associated with Goleman (1995), the term EI
The notion that individuals differ in their first appeared in the psychological literature
mental capacity to process emotional informa- some years earlier (Salovey and Mayer 1990).
tion and use that information to act effectively
is intuitively attractive as a specific form of
Models of Emotional Intelligence
social or ‘other’ intelligence. The idea of social
intelligence can be traced back to Thorndike From the discussion so far, the theoretical
(1920) and his study of the emotional roots for the conceptual development of EI
responses of individuals. He concluded from as a discrete and true form of intelligence
his findings that individuals differ in their connecting cognitive–emotional abilities seem
ability to understand other people and act relatively clear as firmly founded within the
wisely in human relations. This specific and intelligence literature. Therefore, it would seem
different form of intelligence he defined as to follow that a set of mental abilities such
‘the ability to understand and manage people’, as traditional intelligence should be capable of
which could also be directed inwards to form objective measurements, with right and wrong
the ability to understand and manage oneself answers, and be distinct from personality.
as well (Thorndike and Stein 1937, 278). Consistent with this view, Salovey and
However, for many years no research Mayer (1990) first defined EI as a type of
findings emerged to support the notion that social and personal intelligence involving
social intelligence could easily be distinguished ‘the ability to monitor one’s own and others’
from other types of intelligence. Consequently, feelings and emotions, to discriminate among
in 1960, it was concluded that, despite the them and to use this information to guide
volume of research on the subject, social intel- one’s thinking and actions’ (p. 189). According
ligence remained unproven (Cronbach 1960). to their original thinking, Salovey and Mayer
It was not until the early 1980s (Gardner 1983) (1990), the set of mental processes which
that interest in the concept of social or involve emotional information relate to:
‘personal’ intelligence re-emerged. Based on
studies of giftedness and the effects of brain (i) the ability to appraise and express
damage, Gardner (1983) argued against the emotions in self and others
single ‘g’ factor and proposed a theory of (ii) the ability to regulate emotion in self and
multiple intelligences which, among others, others
included two distinct elements described as (iii) the ability to use emotions in adaptive
‘interpersonal’ and ‘intrapersonal’ intelligence. ways.
Interpersonal intelligence was described as
the ability to understand and discern the Mayer et al. (2000) have since slightly refined
feelings and intentions of others; whereas their definition of EI and moved from a three-
intrapersonal related to the ability to understand branch to a four-branch hierarchical model
one’s own feeling and motivation. Around the (see Figure 1).

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Figure 1. The revised Emotional Intelligence Framework (as described by Mayer and Salovey, 1997).

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Emotional Intelligence, its measurement and implications for the workplace

However, they remain committed to the impulses and delay gratification, to regulate one’s
view that EI lies at the intersection between moods and keep distress from swamping the ability
the mental processing of emotional information to think, empathise and to hope. (p. 34)
and its integration with cognitive information. As part of his definition, he details over
This is consistent with ideas presented by twenty-five different learned competencies,
other researchers (e.g. Isen et al. 1978; Russell skills and abilities which constitute EI.
1980) who have argued for the existence of Subsequent refinement of the model (Goleman
a ‘cognitive loop’ connecting mood and judge- 1998; Goleman et al. 2002) has further
ment, whereby good mood leads to positive broadened the concept to accommodate a
thoughts and vice versa. Thayer (1989) has also wider range of personality characteristics and
argued that individuals are more positive and behavioural competencies which compromise
resourceful when they feel simultaneously the criteria required of a pure ability model of
energetic and pleasant and that this condition intelligence. For this reason, unlike Salovey
makes them more likely to make decisions and Mayer (1990), it is regarded as a ‘mixed’
based on experience rather than on intel- rather than an ‘ability’ model of EI and has
ligence. Evidence from the stress literature also been widely criticized for its absurdity in
suggests that anxious individuals are more tending to class almost any type of behaviour
likely to make decisions based on experience as intelligence (Eysenck 2000).
rather than on rationality. Furthermore, those An alternative but comparable ‘mixed’
who are able to regulate their emotions are model has been proposed by Bar-On (1997,
more likely to appraise a potential threat 2000), who described EI as an ‘array of
positively and cope with the experience in non-cognitive capabilities, competencies and
adaptive ways (Cartwright and Cooper 1997). skills that influence one’s ability to succeed
The approach of Mayer et al. (2000) is in coping with environmental demands and
considered by many to meet the necessary pressures’ (p. 14).
standards to be regarded as a true form of Similarly to Goleman, Bar-On (1997) argues
intelligence. According to Daus and Ashkanasy that these non-cognitive abilities include five
(2005), they have satisfactorily provided broad categories and sub-categories:
evidence to fulfil the three specific criteria that
denote ‘an intelligence’. These criteria are: (i) Intrapersonal Emotion Skills (including
self-actualization and independence)
(i) that the set of abilities are capable of (ii) Interpersonal Emotion Skills (including
being operationalized empathy and social responsibility)
(ii) that these abilities are inter-correlated (iii) Adaptability (including reality testing and
and relate to pre-existing intelligences, problem solving)
while at the same time exhibiting unique (iv) Stress Management (including stress
variance tolerance and impulse control)
(iii) that the intelligence shows developmental (v) General Mood (including characteristics
effects with age. such as optimism and happiness).
Goleman (1995) has also asserted that his Both Goleman’s (1998) and Bar-On’s (1997)
model of EI is placed at the intersection of models draw strongly on the personality and
emotional and cognitive processing. In his competency literatures rather than the intel-
best-selling book, which has sold more than ligence literature. Indeed, Sternberg (2001),
five million copies worldwide, he defines EI an advocate of split intelligence, has strongly
as consisting of: criticized Goleman’s (1998) conceptualization
abilities such as being able to motivate oneself and of EI on the grounds that ‘it differs little
persist in the face of frustrations, to control from personality and appears to be a general

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lumping together of characteristics of a “good 2001; Schutte et al. 1998), it is the mixed
person” ’. model that has been arguably more influential
Similarly, Cooper and Sawaf’s (1997) model in the measurement of EI in the workplace.
of Executive EQ and Dulewicz and Higgs’ This may be because the model has received
(1999) model of EI, which is based on UK more media coverage and been more aggres-
rather than US research, conceptualizes EI in sively marketed in a way that better addresses
terms of a set of traits and competencies. the language and culture of modern-day
According to Dulewicz and Higgs (1999), business (Murphy and Sideman 2006).
workplace EI is about ‘achieving one’s goals However, before moving on to discuss the
through the ability to manage one’s own instruments that have been devised to measure
feelings and emotions to be sensitive to and EI, there is an interesting interpretation of
influence other key people and to balance one’s EI which, paradoxically, is common to both
motives and drives with conscientiousness and approaches and represents a departure from
ethical behaviours’. For them, EI is composed the theoretical roots on which they draw.
of a mixture of seven elements and incorpo- Theories of intelligence have traditionally
rates personal characteristics and behaviours: emphasized that adult IQ is relatively fixed
self-awareness, emotional resilience, motivation, over time. Similarly, personality theorists
interpersonal sensitivity, influence, decisiveness, consider that personality is composed of a set
conscientiousness and integrity. These seven of stable traits. Yet, both Mayer and Salovey
dimensions are further organized (Dulewicz (1997) and Goleman (1998) maintain that EI
and Higgs 2000, 343) into three factors namely is potentially incremental and can be developed
‘drivers’, ‘constrainers’ and ‘enablers’. through training and experience. Indeed, it is
It is clear that these subsequent models the idea that organizations can benefit by
have moved away from the original pure intervening to increase the EI of their work-
intelligence model and muddled the initial place which has so engaged popular interest
theoretical roots of the concept. The ability or in the concept.
information processing model strongly argues
that EI constitutes an additional aspect of
Measures of Emotional Intelligence
crystallized intelligence involving emotion,
whereas the mixed model has blended EI
The Ability Model
with numerous other characteristics such as
motivation, well-being and personality for The most comprehensive measure of the ability
which there are already a wide range of reliable model is the Mayer, Salovey and Caruso
and valid measures in existence. Daus and Emotional Intelligence test or MSCEIT,
Ashkanasy (2005) believe that advocates of Version 2.0 (Mayer et al. 2002), which is a
the mixed model are not even talking about refinement of an earlier test, the Multifactor
the same construct as Mayer and colleagues; Emotional Intelligence Scale (MEIS; Mayer
a point re-echoed by Murphy (2006), who et al. 2000). In common with traditional
considers that the definitions of EI need to be intelligence tests, it is a performance measure,
‘cleaned up’ and not equate to a laundry list based on the number of correct answers given,
of positive qualities (Matthews et al. 2006). and assesses how well an individual solves
In contrast, Ciarrochi et al. (2000) suggest emotion-laden problems across four domains
that there may be consensus across models in (or branches), including the perception, use,
terms of four important shared areas: emotion understanding and management of emotions.
perception, regulation, understanding and The MESCEIT V2 consists of 141 items,
utilization. which are divided between eight tasks (two
Although the ability model has received for each of the four theoretical domains to
significant theoretical support (Ciarrochi et al. yield four branch scores, together with an

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Emotional Intelligence, its measurement and implications for the workplace

overall score of EI). Sample tasks include response to this criticism, Brackett et al. (2006)
identifying emotions and feelings expressed recently conducted a study to assess whether
in faces and pictures and identifying the scores on MSCEIT and a self-report measure
appropriate behavioural response when of EI predicted observable behaviours in a
presented with a range of emotionally laden social encounter, namely interacting with
scenarios. The MSCEIT is scored with both an ostensible stranger in a getting acquainted
consensus and expert scoring methods In con- meeting. They found no relationship between
sensus scoring, respondents are given credit the self-report measure and socially com-
for answers that match those provided by a petent behaviour, whereas they found that
normative sample of over 5000 individuals. MSCEIT was predictive of social competence
Expert scoring relies on what researchers for men, but was not predictive in the case
in the field regard as the correct response. of women.
There is a high level of convergence (r > 0.90) Roberts et al. (2001) suggested that EI
between the two methods (Mayer et al. 2003). measures are measures of conformity rather
According to the test authors, spilt half and than abilities, primarily because of the way
test–retest reliabilities for the scale scores are in which they are scored, i.e. according to
in the range 0.70– 0.93 and its factorial struc- normative ideas as to what is the ‘right’ way
ture has been validated through a series of to respond.
analyses (Brackett et al. 2006; Day and Although it is the MSCEIT measure which
Carol 2004; Mayer et al. 2001). has tended to dominate the literature, there
Various studies (Brackett et al. 2006; Mayer are several other ability-based measures. These
et al. 2003; Peletti 2001) have found low– include the Levels of Emotional Awareness
moderate correlations with IQ tests in the Scale or LEAS (Lane et al. 1990) whereby
range 0.13– 0.38. Other studies (Brackett et al. respondents are presented with a series of
2006; Salovey et al. 2003) have found low– scenarios designed to elicit four types of
moderate correlations with personality factors emotion: fear, anger, sadness and happiness.
such as extraversion, agreeableness, neuroticism Respondents are rated on the basis of their
and openness in the range 0.04 – 0.33 with agree- perceptions of how they would feel if placed
ableness consistently showing the strongest in each scenario and also how they perceive
correlation with EI (Brackett et al. 2006). the other person involved would feel. The
Evidence to date (Brackett and Mayer 2003; test shows acceptable reliability and validity
Brackett et al. 2006) shows low correlations with other EI measures (Ciarrochi et al. 2000)
between MSCEIT and other self-report and is considered to be a good predictor
measures of EI, based on both the ability of emotional recognition (Lane et al. 1998).
model (Brackett et al. 2006) and the mixed Similar to the LEAS is the Emotional Accuracy
model (Brackett and Mayer 2003). Collectively, Research Scale or EARS (Mayer and Geher
this evidence supports the view that EI is 1996), which was developed to ‘afford the
a different and independent construct from benefits of both self report and laboratory
personality and traditional intelligence and measures of EI’ (Geher et al. 2001, 376). How-
that performance and self-report tests of EI ever, this is a very short eight-item performance
are largely unrelated. measure, which taps the ability to perceive
Brody (2004) has questioned the predictive emotions in others accurately. Both these
validity of MSCIET and ability tests of EI measure focus on a narrower range of emotional
more generally, on the basis that they assess abilities and hence are not as widely used as
knowledge about emotions which may not the MSCEIT measure.
necessarily mean that an individual has the More recently, Wong and Law (2002) devel-
ability to behave in accordance with that oped the WLEIS measure (Wong and Law EI
knowledge in real-time social situations. In Scale) which is a short 16-item instrument

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based on the Mayer and Salovey (1997) measure of ego strength or social competence
four-branch model. than EI.
However, generally ability-based tests of EI Goleman (1995) has also developed an
have poor reliability (Ciarrochi et al. 2000; Emotional Quotient (EQ) questionnaire.
Davies et al. 1998). Furthermore, because the However, the psychometric properties of this
scoring of the MESCIT is carried out by the measure, particularly its reliability have been
test publisher (Multi-Health Systems Inc.), it heavily criticized (Davies et al. 1998).
is not possible for independent researchers to More recently, Boyatzis et al. (2000) devel-
calculate the internal (split half) reliability oped the Emotional Competence Inventory
coefficients for each scale for their own (ECI), a 360-degree instrument consisting
particular sample. In addition, Day and Carroll of 110 items which takes approximately 30
(2004), in comparing differences in MESCIT minutes to complete. The reliability coefficients
scores between men and women, found range from 0.61 to 0.86 for the self-report
evidence of a gender bias and no evidence version and from 0.79 to 0.94 for the other
to support the developmental relationship raters’ form.
between age and EI. There are also a number of other instru-
ments which measure aspects of emotionality
but are less well used (e.g. the EQ map
The Mixed Model Approach
(Cooper and Sawaf 1997); Emotional Control
One of the most widely used measures is Questionnaire (Roger and Najaran 1989); and
Bar-On’s Emotional Quotient Inventory or the Style in the Perception of Affect (Bernet
EQ-I (Bar-On 1997). It comprises 133 items 1996)).
rated on a five-point scale and takes about So far, all the measures discussed have
40 minutes to complete. It provides an overall been North American in origin and have
score of EI based on five composite scales. been developed for use on diverse population
These scales are divided into 12 subscales and samples in a variety of settings (Dulewicz et al.
three facilitator scales. The scale structure is 2003). There are two notable exceptions, one
presented in Table 1. being the SUEIT (Palmer and Stough 2001)
The scales have high internal consistency a workplace measure of EI developed in
reliabilities ranging from 0.69 to 0.86 and test– Australia and the Emotional Intelligence
retest reliabilities ranging from 0.75 to 0.85 Question (EIQ; Dulewicz and Higgs 1999)
(Bar-On 1997). Many studies (Bar-On 1997; based on research conducted on UK managers.
Dawda and Hart 2000; Newsome et al. 2000) The EIQ, which consists of 69 items, demon-
have reported numerous high correlations strates scale reliability coefficients in the
between the EQ-I and established person- range 0.51– 0.77 and is considered to have
ality measures. Therefore, it has been argued greater job-related validity than other mixed
(Davies et al. 1998; Mayer et al. 2000; New- model tests of EI (Dulewicz and Higgs 2000;
some et al. 2000) that the EQ-I is more a Dulewicz et al. 2003).

Table 1. Dimensions and subscales of the EQ-i

Intrapersonal Interpersonal Adaptability Stress management General mood

Self-regard Empathy Reality testing Stress tolerance Optimism


Emotional self-awareness Social responsibility Flexibility Impulse control Happiness
Assertiveness Interpersonal relationships Problem solving Service
Independence
Self-actualization

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Emotional Intelligence, its measurement and implications for the workplace

(Woodruffe 2001). It has been observed that


The Problem of Competing Models and
perceived (self-assessed) intelligence is not
Measurement Tools: Comparing Apples
necessarily a good indicator of performance
with Pears
as measured by objective cognitive intelligence
There is no shortage of available measures tests (Levenson and Ruef 1992; Paulhus et al.
purporting to measure EI. Indeed, it would 1998). In a study of undergraduate students,
seem that an increasing number of researchers Beloff (1992) demonstrated significant differ-
entering this field go on to develop their own ences in the self-estimated intelligence of
particular instrument and subsequently market men and women. She found that, whereas men
it for commercial use. This commercialization tend to overestimate their own intelligence
of EI and its associated measures is likely as well as that of male relations, women tend
to create continuing problems for academic to underestimate their own intelligence and
researchers, particularly doctoral students, are more generous in their rating of males.
who may find the cost of restricted access to However, both objective ability tests and self-
such measures a significant constraint on their report tests have demonstrated linkages with
research endeavours. It is interesting to note actual work-related (Dulewicz and Higgs 2000)
that the two most widely used measures of EI or academic performance (Schutte et al. 1998).
are based on competing models, yet distributed Like other psychometric tests, tests of EI
by the same test publisher. may be culturally or gender biased. Most
As these measures are based on competing measures of EI have been developed on samples
models of EI, this brings into question the which are culturally similar, e.g. US, UK and
usefulness of the concept and the difficulties Australian respondents. Recent research has
in reconciling what amounts to two very extended to incorporate more diverse European
different ways of operationalizing the concept and Asian samples and have, to date, demon-
and creates a significant, if not impossible, strated satisfactory psychometric properties
challenge to develop a unitary body of research and a degree of universality of the concept
evidence. As Murphy and Sederman (2006, (e.g. Bar-On 2000; Nicholaou and Tsaousis
234) point out ‘if EI is defined too broadly, as 2003; Tsaousis 2003).
in the mixed model approach then you are The consistent overlap between the mixed
likely to create little more than a mountain of model measures of EI and personality traits
fluff’. However, if EI is defined too narrowly, and interpersonal competencies makes it
the resultant product may be ‘both pristine difficult to ascertain the extent to which EI
and useless’. measures may contribute something over and
The purist view (Daus and Ashkanasy above the established measures traditionally
2005) argues that EI can only be assessed by used in occupational settings. Indeed, in an
pristine tests of objective performance and earlier review, Davies et al. (1998) concluded
are highly critical of self-report measures. that EI amounts to nothing more than ‘the
The mixed model approach has initially been ability to perceive emotional information in
heavily reliant on the assessment of the visual and auditory stimuli’. However, a grow-
perceived EI of respondents, although many ing body of recent research evidence drawing
proponents of this model have since devel- on both the ability and mixed models of EI
oped measures which incorporate multi-rater would seem to suggest an incremental validity
assessments to circumvent the limitations of of EI over and above traditional cognitive
self-report (e.g. Dulewicz and Higgs 2000). intelligence and personality tests (Petrides and
Self-report measures are considered to be Furnham 2000).
limited through inaccurate self-knowledge Finally, some instruments are generic,
and are also open to distortion by faking whereas others have been designed for use
good or presenting a socially desirable self specifically in a workplace context; this raises

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June 2008

the question as to whether organizational the performance and ‘star’ ratings of such
culture may play a role in promoting or individuals better.
inhibiting the display of emotionally intelligent More recently, Dulewicz and Higgs (1998)
behaviours. compared the relative contribution of cognitive
It is clear that the choice of measurement and EI competencies with work performance as
tool determines the model of EI that is being measured by career advancement. They found
tested and therefore has to be taken into that EI accounted for 36% of the total variance
account when evaluating the research evidence in organizational achievement, whereas IQ
which follows on the validity of EI and its accounted for 27%. However, given the highly
implications for the workplace (Petrides and intelligent nature of the sample, this study
Furnham 2000). suffers from a restriction of range. Rice (1999)
measured the EI of 164 employees and their
11 team leaders in a US insurance company
Implications for the Workplace
using the MEIS (Mayer et al. 2000). The
leaders’ MEIS scores significantly correlated
EI and Performance
(r = 0.51) with their effectiveness measures,
One of the earliest areas of research addressed as rated by their departmental manager.
in the EI literature was the link between Furthermore, the average team MEIS scores
performance and success, interest in which and rating of team performance in customer
was generated by findings showing the very service were significantly positively correlated
low predictive value of traditional IQ in work (r = 0.46). Team leaders’ EI scores were also
performance. For example, Hunter and Hunter found to correlate positively (r = 0.58) with
(1984) estimated that, at best, IQ accounts their team’s performance.
for 25% of the variance in job performance. Jordan et al. (2002) investigated the relation-
Sternberg (1996) suggested that 10% is a more ship between EI and the performance of 44
realistic estimate. Similarly, Snarey and Vaillant Australian work teams over a period of nine
(1985) reported the results of a 40-year weeks. It was found that, in the early weeks,
longitudinal study of 450 boys, which found the teams scoring high on EI performed
that IQ was little related to how well the boys significantly better than the lower scoring
performed at work as adults. Instead, work teams. However, by the end of the nine weeks,
performance was more closely influenced the performance levels of all the teams were
by their abilities to handle frustration, control similar. They concluded that emotionally
emotions and get along with other people. intelligent individuals were able to form
Several studies have been conducted demon- cohesive and effective work teams more
strating a relationship between EI and academic quickly than less emotionally intelligent
success (Nowicki and Duke 1992; Schutte et al. colleagues. Slaski and Cartwright (2003) also
1998; Shoda et al. 1990). In an organizational found a positive but weak correlation between
setting, Kelley and Caplan (1993) examined EI scores and performance measures among
EI and the performance of research groups a managerial group in the UK retailing sector.
in the Bell Laboratories. Their findings However, restriction of range may also be an
supported the notion that EI differentiates inherent limitation of this study.
between high and average performers. Even More recently, Day and Carroll (2004) found
though all team members had high IQ scores, that only one scale of the MSECIT, Emotional
some individuals were rated by others as Perception, was predictive of performance
‘stars’. Kelley and Caplan (1993) showed that on a decision task in a sample of over 200
neither IQ nor past academic performance college students. In addition, they found that
were good predictors of ‘stars’. Instead, EI EI scores were not predictive of the level of
abilities seemed to differentiate and predict organizational citizenship behaviour exhibited

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Emotional Intelligence, its measurement and implications for the workplace

by individuals in relation to the task. In Intellectual Stimulation involves presenting


contrast, Law et al. (2004) found evidence followers with an intellectual challenge:
that supervisor ratings of EI were predictive getting people to think about problems in
of job performance among Chinese workers. novel ways. As the researchers note, this
In a meta-analytical study, van Rooy and factor relies more on cognitive than emotional
Viewesvaran (2004) found a significant but abilities, and therefore it is not surprising that
moderate correlation of 0.23 between EI and there was no association with EI. An earlier
Performance. However, it should be noted that study conducted by Sosik and Megerian (1999)
the meta-analysis included both ability-based had found rather similar results in a study of
and personality-based tests of EI. 63 managers.
Recent evidence (Semadar et al. 2006) using In another study, Palmer et al. (2001)
the SUEIT measure of EI (Palmer and Stough assessed the EI of 43 Australian managers,
2001) alongside more generic measures of using an adapted version of the Trait Meta-
social effectiveness found that measures such Mood Scale (Salovey et al. 1990), and their
as political skill were more valid predictors leadership style, once again using the MLQ
of job performance than EI. In addition, (Bass and Avolio 1995). The results were
evidence from Downey et al. (2006) suggests weaker but in a similar direction to Barling
that there is an overlap between measures of et al. (2000). More recently, Gardner and
intuition (Allinson and Hayes 1996) and some Stough (2002) found that EI, as measured
dimensions of EI. by the 65-item self-report inventory, SUEIT
Taken overall, there is some evidence that (Palmer and Stough 2001) was positively
certain elements of EI do seem to influence related to all four component factors of
performance. However, it may be that EI transformational leadership.
only becomes a differentiating factor in job Duckett and MacFarlane (2003) have also
performance when it is combined with demonstrated a relationship between measured
above-average IQ. EI, transformational leadership and objective
performance measures in a small sample of
retail managers. Similar results have been
EI and Leadership Effectiveness
upheld in simulated studies such as Barsdale
Transformational Leadership (Bass 1990) is (1998). While the results of these studies have
perceived to be different and more effective interesting implications for the selection and
than the traditional transactional approach, development of leaders, the sample sizes on
because it engages the follower’s emotions. which the studies are based are very small. In
There is a growing body of research evidence the case of Duckett and MacFarlane (2003),
which has examined the relationship between the sample size was less than 20.
EI and Transformational Leadership. Barling In a study of Chinese managers, Wong and
et al. (2000) assessed transformational leader- Law (2002) found that EI was positively
ship behaviours, using the Multifactor Leader- correlated with follower satisfaction and
ship Questionnaire (MLQ: Bass and Avolio willingness to engage in extra-role behaviour
1995), and EI using the EQ-i (Bar On 1997) but did not affect job performance. However,
among 49 managers in a large pulp and paper in a study also using the EQ-1 (Bar-On 1997),
organization. Results indicated that high Brown et al. (2006) found no significant link
overall EI scores were associated with three between EI and effectiveness, satisfaction
out of four transformational leadership factors. with supervisor and willingness to invest
These were Idealized Influence, Inspirational extra effort.
Motivation and Individualized Consideration. In contrast, Kerr et al. (2006) found a strong
No relationship was found between EI and positive correlation between certain scales of
the fourth factor, Intellectual Stimulation. the MSCEIT and leadership effectiveness in

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June 2008

a sample of 38 supervisors. This study is con- with desirable outcomes. It could also be
sistent with two earlier studies using MSCEIT argued that emotionally intelligent individuals
(Leban and Zulauf 2004; Rosete and Ciarrochi may abuse their powers of insight into the
2005) which found linkages between EI and emotions and weaknesses of others to pursue
leadership effectiveness. In all three studies, the their own self-interest in a manipulative way.
strongest predictor of leadership effectiveness In the context of workplace stress, it is
was the ability to perceive emotion. widely accepted that individual characteristics
Overall, the research evidence concerning play a moderating role in the way individuals
EI and leadership effectiveness is somewhat respond to and cope with stress (for a review,
mixed, which may be an artefact of the see Cartwright and Whatmore 2005). The
measurement tool employed. However, it would stress response is associated with the release
seem that the ability to perceive emotion, of a range of negative emotions, e.g. anger,
perhaps not surprisingly, is a factor associated panic, anxiety, which overwhelm the individual
with effective leadership. In the context of and affect their ability to cope with the
international leadership, there is likely to be demands of the situation. It has been suggested
some overlap with what is now termed cultural that EI plays a role in helping individuals to
intelligence (Earley and Ang 2003). control and manage these negative emotions
appropriately and so moderate both the
appraisal and experience of stress. Slaski
EI and Dysfunctional Behaviour
and Cartwright (2003, 2004) found evidence
It has been suggested that EI plays a moderat- that highly emotionally intelligent individuals
ing role in aggressive behaviours and work- report significantly less stress and experience
place stress (Slaski and Cartwright 2003). better physical and psychological health
Mayer et al. (2000) found negative correlations than less emotionally intelligent managers.
between EI and violent, bullying and trouble Furthermore, they found that a programme of
prone behaviours. This is an interesting EI training resulted in an increase in EI scores,
finding, given that workplace bullying is a reduction in stress levels and an improvement
recognized to play a contributory role in poor in health compared with a control group. The
work performance and negative workplace study included the EQ-I (Bar-On 1997) and
relations (Sheehan and Jordan 2002). the General Health Questionnaire (Goldberg
According to Martin et al. (1998), EI and Williams 1998).
training can positively affect an organization Another study by Bar-On et al. (2000)
which has a problem with bullying. Through examined the differences in EI between two
increased understanding of the impact of their occupational groups, police officers and health-
emotional outbursts on others, it is believed care professionals, in Germany using the
that bullies will be better able to address their EQ-i. Both groups had experienced increased
negative behaviours. In addition, by increasing work stress following organizational change.
the EI of the victims of bullying, employees Results indicated that police officers scored
will reach a better understanding of the reasons significantly higher than health-care pro-
for the bully’s behaviour and its impact on fessionals on all the EQ-I scales, with the
them and their emotions. Furthermore, it is exception of Interpersonal Relationship, Inde-
argued that they will become more able to pendence and Flexibility. Bar-On et al. (2000)
manage their own emotions effectively and argued that the police officers demonstrated
use them to respond to the situation more greater interpersonal capacity, i.e. increased
appropriately (Korth 2000). While such an self-awareness and self-respect, which enabled
approach has a certain intuitive appeal, implicit them to focus accurately on immediate situa-
in such thinking is that high levels of emotional tions and deal efficiently with problems, which
intelligent are ‘good’ and are always associated meant that they were better able to adapt to

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Emotional Intelligence, its measurement and implications for the workplace

change and cope more effectively with stress. negative affectivity (for a review, see Cooper
More recently, Nikolaou and Tsaousis (2005) et al. 2001). Similarly, the regulation and
explored the relationship between EI, stress management of emotion involving techniques
and organizational commitment among 235 which draw upon rational emotive therapy
mental health professionals in Greek institu- (Cartwright and Cooper 1997) have been a
tions. Participants completed the EIQ (Tsaousis traditional feature of stress management
2003) and the ASSET (Cartwright and Cooper education and training.
2002) measure of workplace stress and
commitment. Employees who exhibited a high
EI and Organizational Change
overall EI score, achieved low scores on those
scales of ASSET assessing sources of stress It would seem to follow that emotions play an
and high on both scales of organizational important role in the way in which employees
commitment, i.e. perceived commitment of respond and adapt to organizational change.
the organization towards the employee and Organizational change has been consistently
commitment of the employee towards the associated with a range of negative behaviours,
organization. In the case of stress indicators, including reduced productivity, increased
the largest correlation was between the Use staff turnover, low levels of job satisfaction and
of Emotions factor and overall stress levels organizational commitment (Feldman 1995;
(r = −55, p < 0.01). In the case of commitment, Rousseau and Parkes 1993) as well as increased
the Use of Emotions was significantly correlated stress (Cartwright and Cooper 1997).
with the commitment of the employees to Numerous researchers have attempted to
the organization (r = 0.58, p < 0.01), whereas identify the role of individual differences in
overall EI was strongly associated with the implementation and acceptance of change
organizational commitment. Abraham (2000) (King and Anderson 1995). McClelland and
similarly addressed the relationship between Boyatzis (1982) have suggested that successful
EI and organizational commitment and found change management requires high levels of
that EI predicted 15% of the variance in activity inhibition and self-control. Schloemer
organizational commitment. (1995) concluded that ‘idealists’ were more
In a study of 139 students, using the first open and tolerant towards change than
author’s measure Workgroup EI, Jordan and ‘analysts, pragmatists and realists’. Hogan
Troth (2002) found that individuals with higher et al. (1994), in a review of the personality
levels of EI were more likely or more able to literature, suggested that individuals who
engage in collaborative conflict resolution. In positively engaged in change were likely to
contrast, lower EI scores were associated with score high on conscientiousness, extraversion
less effective strategies, i.e. handling conflict and agreeableness, and low on neuroticism.
in a forceful way and avoidance behaviour. Born and Jansen (1997) subsequently argued
The researchers advocate the value of emotional for the inclusion of an additional factor:
management training as a means of equipping openness to experience. Connor (1993) has
individuals to improve work relationships. drawn the distinction between ‘O’ personality
Overall, the regulation and use of emotions types, who welcome change and see it as
would seem to be a potential explanatory in an opportunity, and inflexible ‘D’ personality
understanding how individuals respond to types, who regard change as a danger or threat.
their environment and increase their resilience Overall, the literature has keenly emphasized
to stressful situations. However, dispositional that the attitudes and responses of employees
characteristics have a long history in stress to change are the function of their personality.
research and have been addressed by a variety Although there has been little empirical
of pre-existing measures such as Type A research investigating the relationship between
behaviour, locus of control and positive and EI and change, the most comprehensive

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June 2008

model integrating EI and emotions in the level of service quality is considered to be a


organizational change process is that proposed critical factor in distinguishing one service
by Huy (1999). This model links individual provider from another. Research has suggested
emotions to three aspects of organizational that emotions play an important role in service
change, namely receptivity, mobilization and encounters (Menon and Dube 2000) and that
learning. Receptivity refers to the willingness the display of emotions by service employees
of employees to consider and engage in change influences customers’ affect and judgement
and is considered to be the opposite of of service quality (Pugh 2001; Winsted 2000).
resistance to change. It represents a ‘cognitive According to Pugh (2001), the reciprocal
and emotional attitudinal state’ which deter- nature of service encounters produces an
mines the acceptance and endorsement of the emotional contagion effect whereby customers
need for change. According to Huy (1999), ‘catch’ the emotions displayed by the customer
receptivity is associated with the emotional service agent. In a study of banking employees,
energy initially required to engage with the he found that individual differences in the
change process and take a leap of faith into the emotional expressiveness and the positive affect
unfamiliar, often in contradiction to traditional of service agents was predictive of customer
thinking. affect and perceptions of service quality as
Mobilization refers to the actual actions assessed by a modified version of the
taken by individuals towards the direction of SERVQUAL instrument (Parasuraman et al.
change. Finally, emotions also play a role 1998). In a study of service providers working
in the ‘learning’ dynamic of change in that in fast food outlets in Singapore (Tan et al.
emotions provide feedback as to whether the 2004), the display of positive emotions by
change effort was successful. If goals are not service providers was also linked with customer
successfully achieved, negative emotions will satisfaction. Both studies also found that
be experienced, which in turn will stimulate transaction or store busyness had a moderating
motivation to change (Huy 1999; Westen influence on customer satisfaction.
1985). Huy (1999) argues that, if organizations The marketing literature has long recognized
encourage individuals to enact emotionally the importance of both customer segmentation
intelligent behaviours, they will facilitate and the appropriate personalization of responses
receptivity to change, mobilization and learn- (Johnston and Clark 2001). The necessity
ing. A study by Tsaousis et al. (2004) attempted on the part of service agents to adapt their
to test this theory on a sample of 137 managers responses and to display appropriate emotions
and professionals in Greece. Scores on the (which the employee may not feel) in order to
Emotional Intelligence Questionnaire (EIQ; satisfy the customer has been widely termed
Tsaousis 2003) were found to correlate emotional labour (Hochschild 1983; Zeithaml
positively and significantly with attitudes and Bitner 2000).
towards organizational change. A regression Evidence from the personality literature
analysis incorporating personality data was has suggested that certain individuals have
also conducted, which found that EI factors an inherent predisposition to perform well in
predicted positive attitudes towards organiza- service encounters. Hogan et al. (1984) pro-
tional change over and above personality posed a personality construct, termed ‘service
variables with R2 change = 0.13, F(4,1270 = orientation’, which includes characteristics
6.69, p = 0.000). such as helpfulness and consideration, which
correlates significantly with effective job
performance. Service quality has also been
EI and Service Encounters
shown to correlate highly with established
As services are largely intangible and tend to personality measures on dimensions such as
be similar within given sectors, the perceived extroversion and conscientiousness (Furnham

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Emotional Intelligence, its measurement and implications for the workplace

and Coveney 1996), agreeableness and emo- emergent field of research in a business
tional stability (Frei and McDaniel 1998). environment which is only too eager to embrace
According to Cran (1994), service orientation potential solutions to workplace problems and
may be an innate characteristic and, even with enhance performance.
training, employees low on this trait may not Based on a growing number of studies, it
be able to sustain improvements in performance would seem that EI may have implications for
and attitude over the longer term. In terms of the selection and development of employees,
improving service quality, the personality particularly those involved in stressful jobs,
literature has emphasized the importance of e.g. nursing (Cadman and Brewer 2001). There
selection over training. is some limited evidence that EI may be
Recent interest in the concept of EI has associated with leadership effectiveness and
emphasized the potential link between EI and readiness for change. Furthermore, the pro-
customer satisfaction, both as a criterion for motion and practice of emotionally intelligent
selection (Barlow and Maul 2000) and a devel- behaviours may have a positive influence on
opment tool as a means of improving service client/customer interactions and lead to
quality and reducing the stress associated enhanced service quality as well as creating more
with emotional labour (Spector et al. 1988). satisfying organizational climates. Research
In particular, emotional recognition, empathy on extended service transactions suggests
and the control and management of negative that much could be gained from improving
emotions are considered to be key skills that the abilities of employees to recognize
individuals can develop through EI training customers’ emotions and adapting the way
(Slaski and Cartwright 2002). Furthermore, it in which service is designed and delivered
is suggested that such initiatives can create in order to respond appropriately (Dube and
a positive organizational climate for service Morgan 1998).
(Schneider et al. 1998). While this suggests However, there are fundamental problems
some potential important implications for with the definition and operationalization of
service organizations in providing training the concept of EI and the continuing war
which may be more closely tailored to address between the competing models which needs
the needs of different types of customers to be resolved. Ability-based models may be
presenting different emotional states, the ‘theoretically purer’, yet the measures which
distinction as to the precise aspects of EI which translate dimensions of EI into a competency
can or cannot be developed through training framework appear to have greater face validity
has to be established by future research. with organizational test users and are argu-
ably more valid predictors of work-related
performance (Downey et al. 2006; Dulewicz
Conclusion
et al. 2003).
Emotions play a central role as guides to Importantly, more research is needed to
behaviour and the maintenance of an integrated separate and isolate the core elements of
self (Damasio 1994). However, until fairly what is variously described as EI, which are
recently, the role of emotions in the workplace predictive of different outcomes and blow
has been underestimated and little researched away some of the ‘fluff’. In order to do this,
beyond job satisfaction. This neglect owes it is also important to conduct further research
much to the legacy of classical theories of which incorporates a wider range of alternate
organization which emphasize rationality as measures than just personality, where there
the guiding principle for management and the may be potential overlap, and so establish
positive benefits of dehumanizing the work- clearer delineation. As highlighted in this
place (Taylor 1911). As interest in workplace review, measures of social effectiveness,
emotions has increased, EI has become an cognitive styles and other dispositional

164 © 2007 The Authors


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June 2008

variables associated with emotional resilience Barling, J., Kelloway, E.K. and Frone, M.R. (2005).
seem to ‘tap into’ much of what is packaged Handbook of Work Stress. Thousand Oaks: Sage.
as EI. Barling, J., Slater, F. and Kelloway, E.K. (2000).
The resurgent interest in multiple intelli- Transformational leadership and emotional
intelligence: an exploratory study, Leadership and
gences, coupled with developments in the
Organization Development Journal, 21(3), 157–
field of positive psychology are promising 162.
developments in emphasizing the need to Barlow, J. and Maul, D. (2000). Emotional Value:
consider the contribution of other forms of Creating Strong Bonds with your Customers. San
practical intelligences and the more social Francisco, CA: Berrett-Koehler.
aspects of self which contribute to work Bar-On, R. (1997). The Emotional Quotient Inventory
performance and behaviours over and above (EQ-i): Technical Manual. Toronto: Multi-Health
traditional IQ and personality measures. Systems.
Research into EI has the potential to con- Bar-On, R. (2000). Emotional and social intelligence:
tribute to this research agenda, particularly in insights from the Emotional Quotient Inventory. In
terms of the extent to which individuals who Bar-On, R. and Parker, J.D.A. (eds), The Handbook
of Emotional Intelligence: Theory, Development
display high EI abilities and behaviours have
Assessment and Application. San Francisco: Jossey
a positive influence on those around them. Bass.
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studies with larger and more diverse samples, implications for occupational stress: an application
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it may soon become dismissed as old wine Barsdale, S. (1998). The ripple effect: emotional
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School of Management, Haven CT.
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1 Correspondence address: Professor Susan
ship Questionnaire for Research. Palo Alto, CA:
Cartwright, Manchester Business School, The
Mind Garden.
University of Manchester, Booth Street West,
Beloff, H. (1992). Mother, father and me: our IQ.
Manchester M15 6PB, UK. Tel: +44 (0)161 306
The Psychologist, 5, 309 –311.
3524; Fax: +44 (0)161 306 3450; e-mail:
Bernet, M. (1996). Emotional intelligence: components
susan.cartwright@manchester.ac.uk
and correlates. Paper presented at the Annual Con-
vention of the American Psychological Association,
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