Guidance, Soft skills & personality
Psychological safety: definition, studies, tutorial

How to establish psychological safety in your company and what research & science say about it.

Contents

  1. Psychological safety: the basics
  2. Psychological safety from a scientific perspective
  3. Tutorial: Psychological safety in corporate practice

1. psychological safety: the basics

Imagine you are a manager and stroll into the coffee kitchen. Your employees end their conversation as soon as they see you, then there is a brief silence and suddenly everyone is talking shop about the weather. Or: you overhear employees in the stairwell predicting that the current project will hit the wall due to mistakes, but nobody expresses these fears to you.

Such situations are not uncommon. They happen when employees feel insecure – when they are afraid that critical comments or mistakes could have negative consequences or that their opinion simply doesn’t count. The result: stagnation. A lack of exchange. And a team that falls far short of its potential.

This is where psychological safety comes into play – a concept that not only changes the dynamics of a team, but can also transform entire companies.

Psychological safety success factor

We’ll show you how to create psychological safety!

1.1. Why psychological safety is so important

The current situation: companies are under pressure

We all notice it: The pressure on companies and employees is constantly increasing. There are plenty of reasons for this:

Our world is changing ever faster(VUCA), global challenges, social upheaval and a shortage of skilled workers are causing stress; sick days are increasing, stress, burnout and depression are rampant. Managers often feel overwhelmed; employees react irritably. A study of more than 22,347 employees from twelve countries by management consultants Willis Tower Watson confirms what we have all known for a long time: employees with high stress levels are less productive and have higher absenteeism rates than those who do not work under excessive pressure.

So how can you take the pressure off and establish a sense of security? And more than that: what can you do as a manager so that the people in your team can deal with the challenges of the VUCA world in the best possible way?

Resilience versus psychological safety

Resilience is what seems to be a way out in many places. People like to preach: “Become more resilient in order to cope with the demands of everyday life and achieve satisfaction!” And yes – resilience is a good basis for staying healthy, happy and productive in life. But when it comes to successfully leading a team as a leader, manager or team leader, it is not enough to advise employees to be resilient. Rather, you should offer a framework that makes it easy for employees to get involved and generate ideas on how they can deal with challenges together. And this is where the concept of psychological safety comes into play.

Psychological safety also forms the basis for thriving teamwork. While resilience is more of a strategy for dealing with pressure and challenges, psychological safety goes one step further: it ensures that this pressure does not arise in the first place. People don’t have to go on the defensive because they know that they can act without fear of negative consequences. When resilience and psychological safety come together, a working environment is created in which people not only deal with challenges – but actively tackle them. This is the key to a healthy, motivated and high-performing team.

Culture of fear

What happens when there is a lack of psychological security?

As we have already seen from the examples, many companies suffer from an invisible culture of fear. This does not manifest itself in loud arguments, but in what does not happen: Ideas are not shared because no one dares to make an unusual suggestion. Problems are not addressed and mistakes are covered up instead of being used as a learning opportunity. Feedback does not take place and if it does, it is perceived as threatening criticism.

What happens when psychological safety is present?

Psychological safety changes that.

  • Teams communicate more openly and honestly.
  • Risks are borne jointly.
  • Mistakes lead to development.
  • Feedback is part of everyday life because nobody is afraid of criticism.
  • Innovation

becomes the norm.

Advantages for teams and organizations:

And, of course, this change in the way we work has an impact on the performance of employees and teams.

  • Improved team performance because many perspectives can be incorporated.
  • Stronger bond because everyone can get involved.
  • Reduced fluctuation because positive corporate culture is a tangible reality in everyday life and has a binding effect

M Lance Fracier study

Find out more in a free initial consultation!

1.2. What is psychological safety?

Definition of psychological safety

Psychological safety describes the state in a working environment in which employees feel safe to express opinions and ideas, admit mistakes and take risks – without fear of negative consequences; in other words, the basis for open, trusting and creative collaboration.

Description of psychological safety

Harvard professor Amy Edmondson, a pioneer in this field, describes psychological safety as “the conviction that you can take risks in a team without being punished or exposed.” She emphasizes that it is not about a conflict-free, cuddly atmosphere, but about the ability to deal with differences of opinion constructively and to see mistakes as learning opportunities. In practice, this means that you can show your vulnerability in full trust in the benevolent, constructive reactions of your employees, i.e. you can talk about failures, doubts and uncertainties. Always with the aim of finding the best solution together. We will discuss Professor Edmonson’s studies and other scientific findings in a moment.

The concept of psychological safety describes not only the characteristics of an open and supportive corporate culture, but also the positive feelings that people experience in such an environment.

The consequences of psychological safety

The consequences of this are favorable forms of appreciative communication and the openness to admit one’s own mistakes and weaknesses. There is often talk of a “good climate” or a “culture of trust” in which a lively exchange and a positive error culture are experienced. In practice, this means that you are allowed to make mistakes because everyone sees them as part of the learning and development process. You can bring in different perspectives and express your concerns freely. And if there are conflicts, you don’t sweep them under the carpet, but discuss the issue constructively and resolve the conflict. Always with the guiding principle of playing in the same team.

How to achieve psychological safety

What does psychological safety mean to you?

If you’re wondering about the psychological safety of your team, here are a few questions you can ask yourself:

  • Do your employees dare to admit mistakes openly?
  • Are ideas discussed, even if they are unusual or unpopular?
  • Is there a constructive culture of debate – or does silence prevail?
  • Do you give regular feedback?
  • Are weak points and mistakes made by managers also addressed without this having critical consequences?

Psychological safety begins with answering these questions honestly – and taking the first steps to initiate change.

Video on psychological safety

Taking a short reading break?
And listen to what Christian has to say about psychological safety? 15:51 minutes.

2. psychological safety from a scientific perspective

Who coined the term “psychological safety”?

Amy Edmondson, a professor at Harvard Business School, conducted a groundbreaking study in 1999 that scientifically substantiated the concept of psychological safety for the first time.

Amy Edmondson’s study: A milestone for psychological safety in teams

Edmondson’s research aimed to find out why some teams are more successful than others. She found that teams with high psychological safety were 12% more likely to succeed. The reason – you guessed it: they are more willing to take risks, admit mistakes and seek help – key behaviors for growth and innovation.

The study shows that psychological safety:

  • Strengthening a culture of error: teams use mistakes as a learning opportunity instead of a reason to apportion blame.
  • Feedback processes improved: employees have the confidence to express and accept constructive criticism.
  • Increased learning intensity: Teams with psychological safety learn faster and therefore achieve better results.


Significance for modern organizations

Edmondson’s work has fundamentally changed the view of leadership. She emphasizes the crucial role of managers who create an atmosphere of trust through active coaching and support. Teams that feel secure are not only more efficient, but also more creative and resilient – qualities that are essential in today’s dynamic working environment.

Their findings make it clear that psychological safety is not a nice-to-have, but a key success factor for teams and companies alike.

Psychological safety at work

How you as a manager set the framework for psychological safety

Before you ask yourself how your team can achieve psychological safety, it’s worth taking a look at yourself. Because as a manager, you have a huge influence on how safe your employees feel. You set the framework. You decide whether people have the courage to speak up or whether they prefer to remain silent.

A good reflection starts with the right questions:

  • What opportunities do I offer my team to really get involved?
  • How do I react when someone admits mistakes? Do I listen – or do I make judgments?
  • Are there invisible rules in my team that inhibit openness and honesty?
  • Which behaviors do I encourage – and which do I perhaps unconsciously prevent?
  • How do I deal with my own mistakes and shortcomings?

It is often not the big announcements, but the small, recurring signals that make the difference. An example: If, as a manager, you actively invite feedback, listen attentively and do not evaluate ideas directly, you give your team the feeling that their contributions are welcome.

4 levels of psychological safety Clark

The four levels of psychological safety according to Timothy R. Clark

Psychological safety does not happen overnight – Timothy R. Clark has described this impressively in his model of the four stages. While Amy Edmondson shows how important psychological safety is for the success of teams, Clark explains how it is created. Good news: You can actively control the development of psychological safety!

Psychological safety varies

In his book “Psychological Safety: The Four Stages to Inclusion and Innovation”, Timothy R. Clark describes how a feeling of psychological safety is not always equally strong, but depends on the current situation, the team dynamics and your own inner state. Sometimes people feel safe to speak openly, sometimes not. It is crucial that this safety can develop – if the framework is right.

This means that instead of expecting a great sense of security in the team all at once, it is about constant development in clear stages. These stages build on each other and ensure step by step that your team feels secure, gets involved, tries out new things and even questions the status quo.

Overview: the four levels of psychological safety

  1. Inclusive safety – “I belong.”
  2. Contribution security – “I can join in.”
  3. Learning safety – “I can make mistakes and learn from them.”
  4. Challenger security – “I am allowed to question things and initiate new things.”

Each of these stages needs your attention as a manager. You are the framing person who ensures that your team moves from being there to fully participating. How does that work? Let’s look at the steps in detail:

Psychological safety theory

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The four levels of psychological safety

1. inclusion security: does everyone really belong, do I really belong?

The first level of psychological safety is inclusion safety. This is about ensuring that all team members feel part of the team – regardless of position, age, experience, background or personality. It sounds simple, but it is often more difficult than you think.

How you recognize that inclusion security is missing:

  • Some team members are conspicuously quiet in meetings.
  • It takes a long time for new colleagues to feel that they have arrived.
  • Small groups are formed in the team, which clarify their topics among themselves.

What you can do as a manager:

  • Actively welcome new team members and make sure they are allowed to join in quickly.
  • Start meetings with an open round: “How are you today?”
  • Take small signs of exclusion seriously – including hallway chatter.
  • Encourage quieter colleagues in particular to communicate.
  • Take an active interest in diversity & inclusion!
Inclusion security

2nd contribution security: Can I join in instead of running?

If you’re in, you want to be in. The second stage, contribution security, ensures that your team not only feels part of it, but can really help shape it. People don’t just want to be part of the whole – they want to feel like they are contributing something.

How you recognize that contribution security is missing:

  • Team members carry out tasks, but without commitment or initiative.
  • Creative contributions always come from the same people – others remain silent.
  • Tasks that produce visible results are consistently taken on by peers – otherwise they remain with the manager.
  • Decisions are accepted without anyone expressing an opinion.

What you can do as a manager:

  • Ask direct questions in meetings like: “What do you think about this, Anna?”
  • Create space for contributions, for example through a round of votes before decisions are made.
  • Praise posts visibly – even if they are not perfect.
  • Revise or noticeably change your posts if there is a good reason to do so.
Give feedback

3. learning safety: Can I make mistakes here?

Learning safety is the third stage – and one of the most challenging. This is about whether your team feels that it is possible to admit mistakes, ask questions and ask for help without losing face. Only if this is possible can your team develop further.

How you recognize that learning security is missing:

  • Errors are covered up or only reported when there is no other way.
  • Team members seem insecure when they ask questions.
  • There is a “Who’s to blame?” mentality when something goes wrong.


What you can do as a manager:

  • Admit your own mistakes and show what you have learned from them.
  • Create a culture of mistakes in which questions such as “What do we learn from this?” are normal.
  • Avoid assigning blame – focus on solutions, not problems.
  Team Performance

4. challenger security: Can I also be critical here?

The fourth level, challenger security, is the supreme discipline. It describes the state in which your team questions the status quo and makes bold suggestions to improve things. People who question the status quo are often met with resistance – which is why this level is so difficult to achieve.

How you recognize that challenger security is missing:

  • “We’ve always done it this way” is accepted as an argument.
  • Critical voices are quickly silenced – especially when the manager is in the room.
  • Innovation projects come to nothing because nobody dares to take the first step.

What you can do as a manager:

  • Encourage critical questions and ask the question yourself: “What if…?”
  • Give your team the explicit task of questioning things.
  • Reward courage, even if the suggestion is not implemented in the end.
  • Encourage someone to play the role of “Advocatus Diaboli” or do it yourself.

And now it’s time for implementation!

The four levels of psychological safety in your company

And you? Which of the four stages has your team already reached – and which steps could you take next? Maybe it’s time to strengthen challenger security and signal to your team: “It’s okay to question – and that’s a good thing.”

Resilience

Psychological safety and values in teams and organizations

Tools and meeting formats help us to slowly establish psychological security. But: in the background, at the meta-level, forces are controlling our actions that we may not always be aware of: Values.

Values are the invisible compass that guides behavior in your team. They determine what is accepted in a team and what is not. This is precisely where an important key to psychological safety lies: values such as trust, respect, openness and a sense of responsibility create the framework in which employees dare to share their opinions and ideas openly.

But be careful: it is not enough to hang these values on the wall as nice words. They have to be lived visibly – from the management level to the intern. If you preach trust as a manager but prefer to check and approve every suggestion yourself first, your team won’t fall for it. Authenticity is the be-all and end-all here.

Which values promote psychological safety?

  1. Trust: No openness without trust. It shows when employees know that their mistakes will not put them out of business.
  2. Respect: When opinions are heard and not devalued, there is room for honest discussion.
  3. Openness: Openness means that uncomfortable truths can also be spoken – without fear of consequences.
  4. Sense of responsibility: When employees feel responsible, they take the initiative instead of passively watching.

These values do not arise by themselves. They are shaped by role models in the company – i.e. the managers.

Timothy R. Clark

Do you want to tackle a culture of psychological safety in your team or company together? We are happy to help 🙂

The values in your company

And you? Which values are currently being lived in your team – and which are just being preached? Maybe it’s time to talk to your team about it. If you need advice or action, here are two tips on your own behalf:

Advice: We have published the book Erfolgsfaktor Unternehmenskultur on the subject of values. There you will find lots of information on the topic of values and value change.

Fact: Would you like to get an overview of the values that prevail in your company? Then you can easily and conveniently try out our app – and find out which values motivate you first. And later you can use the app throughout your company.

And otherwise: just give us a call or send us an e-mail! >>

Book Corporate Culture Success Factor

Want to learn more about corporate culture? Visit our store and get our book!

Further studies on the relevance of psychological safety

The study by Baer and Frese: How psychological safety promotes innovation

In their publication Innovation is not enough (2003) and the accompanying study, Baer and Frese show that innovation and company performance cannot be directly controlled – but the conditions for this can. Two central factors play a key role here: psychological security and personal initiative.

The most important results:

  • Companies that promote psychological safety increase their returns in the long term.
  • Teams that show initiative and openly try out new things are more likely to achieve their corporate goals.

The core of the study: here too, when employees feel safe to make mistakes, they are more willing to break new ground. Innovation needs precisely this climate, in which risks are not a threat but an opportunity. Baer and Frese also show that psychological security is the basis for entrepreneurial success and not only pays off in the proverbial sense.

Project Aristotle: Why psychological safety is THE success factor

Google’s Project Aristotle is one of the best-known studies on team performance. The aim of the study was to find out why some teams work better together than others.

The realization:

Psychological safety was THE most important factor for team success – more important than intelligence, expertise or personal likability. The study emphasized that the ability to ask questions, admit mistakes and reveal weaknesses was crucial to the success of these teams.

Meta-analysis by M. Lance Frazier: How psychological safety makes teams more efficient

The meta-analysis by M. Lance Frazier et al. comes to similar conclusions. (2017). Here, too, it has been proven that teams with a high level of psychological safety not only work more efficiently, but are also more creative and innovative.

The results:

Team members are more confident to contribute new ideas and take risks – without fear of negative consequences. This strengthens collaboration, promotes knowledge sharing and increases employee satisfaction. In short: psychological safety makes teams braver, faster and smarter.

As you can see, the topic of psychological safety has been well researched and the study situation is quite clear.

Corporate culture

3. psychological safety in practice:

3.1. What we can learn from Google

What has Google done?

Google has taken concrete measures to anchor psychological safety in the teams:

  • Retrospectives: Teams reflect together on what is going well and where things are going wrong – without apportioning blame.
  • Open communication forums: platforms where employees can give anonymous feedback on processes, management and corporate culture; e.g. weekly team health checks in which anonymous feedback is given on the current work situation.
  • Training for managers: Google trains managers to encourage open feedback and create a culture of openness.

Psychological safety as a management task

3 tips on what you can take from Google

You don’t have to be a tech giant to implement these approaches. Here are some simple measures you can start implementing in your team tomorrow:

  • Anonymous team checks: Let your team give feedback anonymously – for example with tools such as Slido or Mentimeter.
  • Introduce retrospectives: At the end of a project, plan a retrospective where each person answers two questions: 1. what went well? 2. what should we change next time?
  • Strengthen transparency: Share decisions and the decision-making process openly with your team. Let them understand why decisions were made this way and not otherwise.

Video on the topic of feedback

Fancy a little digression on the subject of feedback? Susanne explains how constructive feedback works. 4:36 minutes.

3.2. The 7 opponents of psychological safety in everyday life

Psychological safety is not a given. It is constantly under attack – from invisible adversaries who make it difficult to work together as a team. These adversaries are not always obvious, but their effect is clearly noticeable: insecurity, silence and a culture in which employees only do their work by the book.

The most well-known adversaries include fear of making mistakes, micromanagement, lack of recognition and unclear expectations. And because these adversaries are so insidious and we all encounter them time and again, it is worth taking a closer look at them.

Culture of fear

1. fear and intimidation

What that looks like:

If team members are afraid of mistakes or criticism, they prefer not to express an opinion at all. They avoid taking risks and stay in their comfort zone.

Micromanagement

2. micromanagement

What that looks like:

When managers approve every decision and control every task, employees feel disempowered. This lowers motivation and fuels insecurity.

Recognition

3. lack of transparency

What that looks like:

Decisions are made behind closed doors without the team knowing why something was decided. This leads to frustration and mistrust.

Error culture team

4. unclear expectations

What that looks like:

If employees do not know exactly what is expected of them, confusion arises. This creates uncertainty and limits their own initiative.

How psychological safety promotes innovation

5. lack of recognition

What that looks like:

If achievements are not seen or appreciated, motivation decreases. People need their work to be appreciated.

Innovation culture

6. poor communication

What that looks like:

Unclear instructions, information gaps and misunderstandings lead to uncertainty in the team.

psychological safety change management

7. apportioning blame instead of analyzing causes

What that looks like:

When mistakes happen, people look for someone to blame. Employees protect themselves instead of being honest.

You can handle it with us!

Video on error culture

Oliver and Susanne talk about how to build a constructive error culture and a strong culture of trust. 22:44 min.

3.3. From a culture of fear to a culture of psychological safety

Definition of fear culture

A culture of fear means that company employees prefer to avoid failure rather than strive for success.

Culture of fear and motivation

In the 1950s and 1960s, the American psychologist John William Atkinson researched what drives people to perform or not to perform. Shame and fear turned out to be major inhibitors. Of course, not every company has a full-blown culture of fear, but it is important for every company to be able to identify where fear is at play and to counteract it. A culture of fear in a company is often subtle, but its effects are massive. We have discussed the consequences such as silence, cover-ups and withdrawal.

But the most important thing is:

Once a culture of fear has become established, it will not disappear by itself. It has to be actively changed!

Why individual measures are not enough for a culture of fear

Diversity training here, resilience training there – nicely meant, but ineffective if the underlying culture of fear remains unchanged.

Why? Because a corporate culture cannot be repaired by small individual measures.

A toxic culture is like a stain that has penetrated deep into the fabric of the company over the years. It manifests itself in small gestures and symbolic signals. This could be the executive limousine parked right at the main entrance or incentives for salespeople who have successfully snatched away internal competitors. Such signals shape the behavior of employees, because they have an eye on how things are going: What is rewarded? What is ignored? What is punished? After all, everyone wants to get on as well as possible in the workplace.

In this respect, the role of leadership is essential: a corporate culture can only change if the leadership authentically lives the desired values.

We have written a comprehensive article for you on the topic of corporate culture and cultural change: Corporate Culture Cultural Change: Definition, Examples 11 Step Tutorial

Values
Measurement of psychological safety

3.4. Your next steps towards psychological safety

Many studies have shown that psychological safety is not just a feel-good factor, but one of the most important success factors for companies. This means that no matter where your company currently stands in terms of psychological safety, it is worthwhile for you to take a close look and actively ensure a safe environment.

Sure – a culture of psychological safety doesn’t happen overnight. But with clear values, courageous leadership and joint work on cooperation, you can set the change in motion – step by step. We have given you lots of tips on how to do this.

Exercise for psychological safety

To get you started right away, we’ll finish with a little exercise that you can easily implement in your everyday life.

In the next three days, find the opportunity to say the following sentences to someone sincerely:

  • “I don’t know.” – Deal openly with uncertainties!
  • “I need help.” Have the courage to ask for support!
  • “I made a mistake.” Own up to it, it builds trust!
  • “I’m sorry.” Be sincere!

With these small actions, you show that you are only human and that this is completely okay. This helps to create an environment of psychological safety.

Because the best changes start with yourself.

If you have any questions or would like to talk to us about psychological safety or corporate culture – then write to us or give us a call. We look forward to hearing from you.

Hello, I’m Christian Grätsch.

Psychological security as a foundation is so important and so much more comprehensive than personal resilience.
I would be happy to support you in expanding psychological safety in your company.

Let’s talk about it and find a practicable way.

 

Further reading on the subject of psychological safety

Would you like to find out a little more? Then we recommend our articles.

Own articles

Culture of trust – how trust makes your company successful

Error culture before error management! How your company learns from mistakes

Corporate culture cultural change: definition, examples 11-step tutorial

Literature

– Clark, T. R. (2020). Psychological safety: The four stages to inclusion and innovation. Berrett-Koehler Publishers.

– Edmondson, A. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350-383.

– Frazier,M. L., Fainshmidt, S., Klinger, R. L., Pezeshkan, A., Vracheva, V. (2017). Psychological safety: A meta-analytic review and extension. Personnel Psychology, 70(1), 113-165.

– Google (n.d.). Project Aristotle: Understanding team effectiveness. Retrieved from[https://rework.withgoogle.com/print/guides/5721312655835136/]

– Baer, M., Frese, M. (2003). Innovation is not enough: Climates for initiative and psychological safety, process innovations, and firm performance. *Journalof Organizational Behavior*, 24(1), 45-68.

– Willis Tower Watson. (2024). More attractive fringe benefits are the decisive factor in changing employers.(https://www.wtwco.com/de-de/news/2024/07/attraktivere-zusatzleistungen-ausschlaggebend-fuer-arbeitgeberwechsel). Retrieved on 23.11.2024

– Grätsch, C., Grätsch, S., Grätsch, O. (2024). Corporate culture as a success factor: Value-based corporate transformation with the value party. Frankfurt: Frankfurter Allgemeine Buch.

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The authors

Rene_Templin - 550x550
René Templin
Oliver_Grätsch_550x550px
Oliver Grätsch
Matthias-Beikert-550-550
Matthias Beikert
Susanne_Grätsch_1_550x550px
Susanne Grätsch
Monika Bt 550x550
Monika Steininger
Kai_Hübner_550x550px
Kai Hübner
Philipp Andresen 500x550
Philipp Andresen
Claudia_Schmidt_550x550px
Dr. Claudia Schmidt
Inga_Kühn_550x550px
Inga Kühn
BT_Web_Team_Knebel_550x550
Kassandra Knebel
BT_Web_Team_Lehmann_550x550
Claudia Lehmann
berliner_team_Isabell_1
Anna Isabell Arendt
Christian_Grätsch_1_550x550px
Christian Grätsch
Michelle 550
Michelle Templin
Sandra 550
Sandra Kaul

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