摘要
随着“互联网+”行动计划的提出，具备研发技术的研发人员成为中小型互联网企业
的青睐对象、企业发展的关键人才。H 公司作为资深的中小型互联网民营企业，从事互联
网技术业务超过 10 年，其研发部是企业的核心部门，主导企业业务发展的命脉；而基层
研发人员是研发部门的主力军，承载着企业经营重任。为此，如何激励基层研发人员成为
企业的重要课题。本文通过对基层研发人员的需求调查，深入分析基层研发人员的激励需
要，构建与之相适应的激励方案。
本文分案例正文和案例分析两部分：（1）案例正文描述 H 公司当前实施的激励方案缺
乏激励性，新提出的激励措施未能结合基层研发人员实际需求而导致推行失败，由此引发
企业对应如何满足基层研发人员需求，如何合理构建符合企业特性的激励方案的深思。（2）
案例分析部分通过企业内外环境、基层研发人员特点分析，并采用访谈法了解基层研发人
员对现行激励方案的评价，对现行激励方案进行问题诊断。本文根据 H 公司基层研发人员
的特点，通过问卷调查法提取基层研发人员对激励需求的重要程度以及迫切度，采用因子
分析和 ERG 需求理论对基层研发人员的激励需求划分为需求维度，以时机、频率、程度
等激励要素作为主要思考角度，构建一套符合基层研发人员特性的激励方案并予以实施。
关键词：激励，研发人员，ERG 理论暨南大学 MBA 学位论文：《案例》:H 公司——基层研发人员激励方案构建研究
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ABSTRACT
With the "Internet +" action plan proposed, R&D staff with R&D technology becomes the
favorite object of small and medium Internet enterprises and the key talent of the enterprises
development. H Company is a senior small and medium Internet private enterprise, engaged in
Internet technology business for more than 10 years, the R&D department as the core of the
enterprise, leads business development lifeline; and non-management R&D staff is the main
force of the R&D department, carrying business heavy responsibility. Therefore, how to
encourage non-management R&D staff becomes an important topic. Through the needs survey
of non-management R&D staff, this paper further analyzes the incentive needs of
non-management R&D staff to build corresponding incentive scheme.
This paper is divided into two parts of case text and analysis: (1) the case text describes H
Company&39;s current implementation of the incentive scheme lack of incentive, the new incentive
measures failed to combine the actual needs of non-management R&D staff and led to
implementation failure, from this led to business think deeply about how to meet the needs of
non-management R&D staff, how to rationally build the incentive scheme in line with the
characteristics of enterprises. (2) Through the internal and external environment of enterprise, the
characteristics of non-management R&D staff, the case analysis uses interviewing method to
understand the evaluation of non-management R&D staff for the current incentive scheme,
diagnoses the problem for the current incentive scheme. Based on the characteristics of
non-management R&D staff of H Company, this paper extracts the importance and urgency of
non-management R&D staff for the incentive needs by the questionnaire method, uses factor
analysis and ERG needs theory to divide the incentive needs of non-management R&D staff into
the need dimension, takes opportunity, frequency, degree and other incentive elements as a
primary point of view, to build a set of incentive scheme conforming to the characteristics of
non-management R&D staff and to be implemented.
Key Words: Incentive, R&D staff, ERG theory暨南大学 MBA 学位论文：《案例》:H 公司——基层研发人员激励方案构建研究
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目录
摘要........................................................... I
ABSTRACT ...................................................... II
目录......................................................... III
图表目录...................................................... VI
第一部分案例正文 ............................................... 1
引子........................................................ 1
H 公司基本背景总括........................................... 2
H 公司发展历程 ...................................................... 2
H 公司组织架构 ...................................................... 2
H 公司的财务状况 .................................................... 3
H 公司员工概况 ...................................................... 4
H 公司研发部背景总括 ......................................... 5
H 公司研发部发展历程 ................................................ 5
H 公司研发部职能 .................................................... 6
H 公司研发部员工概况 ................................................ 8
H 公司研发部门基层研发人员的激励措施概述 .................... 11
薪酬激励 .......................................................... 11
福利补贴 .......................................................... 13
文化激励 .......................................................... 13
技能措施 .......................................................... 14
问题提出 ................................................... 15
第二部分案例分析 .............................................. 16
1 绪论 ........................................................ 16
1.1 研究目的.......................................................... 16
1.2 研究意义.......................................................... 16
1.3 研究方法.......................................................... 17
1.4 研究内容与框架 .................................................... 17
2 理论综述 .................................................... 20
2.1 激励的文献综述 .................................................... 20
2.1.1 激励综述 .................................................... 20
2.1.2 激励理论文献综述 ............................................ 20暨南大学 MBA 学位论文：《案例》:H 公司——基层研发人员激励方案构建研究
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2.1.3 激励要素文献综述 ............................................ 22
2.2 人员特征方面的激励研究综述 ........................................ 23
2.2.1 知识型员工的激励研究 ........................................ 23
2.2.2 年轻员工的激励研究 .......................................... 24
3 H 公司案例问题分析........................................... 26
3.1 H 公司企业状况分析 ................................................ 26
3.1.1 企业外部环境分析 ............................................ 26
3.1.2 企业内部环境分析 ............................................ 27
3.2 基层研发人员特点分析 .............................................. 28
3.2.1 基层研发人员定义 ............................................ 28
3.2.2 基层研发人员特点分析 ........................................ 28
3.3 H 公司研发部门现行激励方案分析与诊断............................... 29
3.3.1 现行激励方案存在问题访谈..................................... 29
3.3.2 H 公司激励方案问题诊断 ....................................... 32
3.4 H 公司基层研发人员激励方案构建优化的必要性 ......................... 34
4 H 公司基层研发人员激励构建设计 ............................... 36
4.1 激励方案的基本原则和思路 .......................................... 36
4.1.1 激励方案的基本原则 .......................................... 36
4.1.2 激励方案的构建思路 .......................................... 36
4.2 明确激励目标 ...................................................... 37
4.3 确定 H 公司基层研发人员需求 ........................................ 39
4.3.1 研究目的与步骤 .............................................. 39
4.3.2 问卷调查设计依据及基本情况................................... 40
4.3.3 问卷因子分析 ................................................ 40
4.3.4 因子分析结果 ................................................ 44
4.3.5 问卷调查结果 ................................................ 44
4.3.6 问卷调查小结 ................................................ 46
4.4 H 公司基层研发人员激励方式与激励物的确定........................... 47
4.4.1 生存需求的激励方式