4.1.1.02 - Explanations for obedience
Why might an ordinary person follow an authority figure's order even while feeling uneasy? You will connect agentic state and legitimacy of authority to Milgram's situational variables, then compare these explanations with the Authoritarian Personality. The evidence invites a careful judgement: settings, status and proximity influence obedience, but individual differences and moral choice help explain why people facing similar pressure do not all respond alike.
What obedience explains
Obedience is a form of social influence where a person follows a direct order from someone they perceive to have authority. In AQA Social influence, obedience is not just "doing what others do". It is about a hierarchy: one person gives an instruction and another person accepts that the instruction should be followed.
Obedience
Obedience is complying with a direct order from a real or perceived authority figure.
This makes obedience different from conformity. Conformity usually involves pressure from a group to fit in. Obedience involves a command, a role difference and usually some sense that the authority figure has the right to tell the person what to do.
AQA wants three kinds of explanation in this lesson:
| Explanation route | Core idea | Best exam use |
|---|---|---|
| Agentic state | A person sees themselves as carrying out someone else's wishes. | AO1 definition and AO2 application to responsibility shifting. |
| Legitimacy of authority | The authority figure or setting seems to have the right to issue orders. | AO1 explanation and AO3 link to location, uniform and role symbols. |
| Dispositional explanation | Some people may be more obedient because of personality traits. | AO1 Authoritarian Personality and AO3 comparison with situational evidence. |
The safest exam habit is to separate description from explanation. Saying "Milgram found 65% obedience" is evidence. Explaining why obedience was high means using terms such as agentic state, legitimacy of authority, proximity, location, uniform or Authoritarian Personality.
Agentic state and legitimate authority
Milgram argued that obedience becomes more likely when people move from an autonomous state into an agentic state.
Autonomous state
An autonomous state is when a person sees themselves as responsible for their own actions and makes choices according to their own values.
This is the state students usually expect people to be in: choosing, judging and owning the consequences.
Agentic state
An agentic state is when a person sees themselves as an agent carrying out an authority figure's wishes, so responsibility is displaced onto that authority figure.
The move from autonomous to agentic is called an agentic shift. It does not mean the person becomes emotionless or unaware. In Milgram's research, many participants showed stress, questioned the procedure or protested, but still continued. That matters for AO3: obedience can involve moral strain, not just blind agreement.
Legitimacy of authority explains why the shift happens.
Legitimacy of authority
Legitimacy of authority is the perception that an authority figure has the right to issue orders because of their role, status, expertise or institutional backing.
Legitimate authority is learned through socialisation. Children are taught that parents, teachers, doctors, police officers and exam invigilators can issue instructions in particular settings. This is useful because societies need organised authority, but it also creates risk when an authority figure gives harmful or unreasonable orders.
In an exam scenario, look for signs that make authority seem legitimate:
| Scenario cue | Why it matters |
|---|---|
| A title such as "doctor", "manager" or "teacher" | The role suggests expertise or formal status. |
| An institution such as a hospital, school, laboratory or court | The setting gives the order extra credibility. |
| A uniform, badge, lab coat or official clipboard | The visible symbol makes authority easier to recognise. |
| Phrases such as "policy says" or "I take responsibility" | These can reduce the person's sense of personal responsibility. |
AO1 usefulness: define agentic state, autonomous state, agentic shift and legitimacy of authority precisely.
AO2 usefulness: apply the explanation by identifying what makes the authority figure seem legitimate and how the person shifts responsibility.
AO3 usefulness: evaluate whether the explanation accounts for both obedience and disobedience. If some people resist, legitimacy and agentic state cannot be the whole story.
Milgram and situational variables
Milgram's obedience research is central because it experimentally varied features of the situation and measured how obedience changed.
In the original study, Milgram recruited 40 men aged 20-50 from the New Haven area. Participants believed they were taking part in a study of learning and punishment at Yale University. The real participant was always assigned the role of "teacher"; the "learner" was a confederate. The teacher was instructed to give increasingly severe electric shocks for wrong answers, using a shock generator labelled from 15 V to 450 V. The shocks were not real, but the teacher believed the learner was in distress.
The original finding was striking: 26 out of 40 participants, or 65%, continued to the maximum 450 V. None stopped before the 300 V point, where the learner stopped giving answers. This supports the claim that ordinary people may obey destructive orders under particular authority conditions.
For AQA, the most important point is not to recite the whole procedure. It is to use Milgram's variations to explain why obedience changes.
| Situational variable | What changed | Finding | Explanation |
|---|---|---|---|
| Proximity of the victim | The learner was in the same room, or the teacher had to force the learner's hand onto a shock plate. | Full obedience fell as the learner became more immediate. Same-room obedience was about 40%; touch-proximity was about 30%. | Seeing or touching the victim increases awareness of harm and makes it harder to remain agentic. |
| Proximity of the authority figure | The experimenter left the room and gave orders by telephone. | Only 9 of 40 participants fully obeyed in the telephone condition. | The authority figure's physical absence weakens surveillance and makes autonomous action easier. |
| Location | The study moved from Yale University to a less prestigious office in Bridgeport. | Full obedience fell to about 48%, compared with 65% in the corresponding Yale condition. | The setting had less institutional prestige, so the experimenter's authority seemed less legitimate. |
| Uniform | In Milgram, the experimenter wore a grey technician's coat. Bickman's field research later found higher compliance with a guard uniform than with civilian or milkman clothing. | Uniformed authority produced more obedience/compliance. | Uniforms act as visible symbols of legitimate authority. |
These variables are situational because they are outside the person. They change the social context in which the order is given. A dispositional explanation would instead focus on the person's personality.
AO1 usefulness: know the named variables and the key Milgram/Bickman evidence.
AO2 usefulness: in a scenario, identify exactly which variable is operating. A manager on a video call is reduced proximity of authority. A hospital ward is location and legitimacy. A security jacket is uniform.
AO3 usefulness: Milgram's variations are strong evidence because they show cause and effect: change the setting or proximity and obedience changes. However, obedience rarely falls to zero, so situational variables are powerful but incomplete.
The Authoritarian Personality
The Authoritarian Personality is a dispositional explanation for obedience. It argues that some people are more likely to obey authority because of their personality traits and upbringing, not just because of the immediate situation.
Dispositional explanation
A dispositional explanation explains behaviour in terms of internal characteristics, such as personality, attitudes or temperament.
Adorno, Frenkel-Brunswik, Levinson and Sanford developed the Authoritarian Personality after the Second World War to explain why some people were especially submissive to authority and hostile to lower-status or outgroup members. They created the F Scale, where "F" referred to fascist tendencies.
An authoritarian personality is usually described as involving:
| Trait | Meaning |
|---|---|
| Authoritarian submission | Strong respect for, and obedience to, higher-status authority figures. |
| Authoritarian aggression | Harshness towards people seen as lower status, deviant or disobedient. |
| Conventionalism | Rigid support for traditional values and social rules. |
| Stereotyped thinking | Seeing people and groups in fixed, oversimplified ways. |
Adorno's theory suggested that harsh, punitive parenting can create anger and anxiety in children. Because the child cannot safely express anger towards powerful parents, the anger may later be displaced onto weaker targets, while the person remains submissive towards authority figures.
Elms and Milgram (1966) tested the link between authoritarianism and obedience using participants from Milgram's obedience research. They compared 20 obedient men, who had gone to 450 V, with 20 defiant men, who had refused to continue. The men completed personality measures including the California F Scale. Obedient participants scored higher on the F Scale than defiant participants, supporting a link between authoritarian personality and obedience.
This is useful evidence, but it must be handled carefully:
| AO3 point | Why it matters |
|---|---|
| Correlational evidence | Higher F Scale scores and obedience are linked, but the study cannot prove authoritarian personality caused obedience. |
| Post-hoc sample | Participants were selected after they had obeyed or defied, so the study does not predict obedience in advance. |
| Limited generalisability | The sample was male and from the same broad cultural context as Milgram's original research. |
| Measurement issues | The F Scale may measure response style, political attitudes or social desirability as well as authoritarian traits. |
| Situational challenge | Milgram changed obedience rates by changing proximity and location, which suggests personality alone is not enough. |
AO1 usefulness: describe Authoritarian Personality, the F Scale and Elms and Milgram's evidence.
AO2 usefulness: apply the explanation to a person who is unusually submissive to higher-status authority and harsh to lower-status people.
AO3 usefulness: compare dispositional and situational explanations. A strong answer can argue that obedience may come from an interaction between the person and the situation.
Evaluation and debates
The strongest evaluation of obedience explanations does not just say whether Milgram was "good" or "bad". It asks what the evidence tells us about why people obey.
Situational explanations have strong support because obedience changes when the situation changes. In Milgram's variations, more immediate victim proximity reduced obedience, a less prestigious location reduced obedience, and a physically absent experimenter reduced obedience sharply. Bickman's field research also supports the role of uniform as a symbol of legitimate authority. This is good AO3 because it links evidence to explanation: authority cues and social context affect obedience.
However, situational explanations are incomplete. In Milgram's studies, some participants disobeyed even in the high-authority Yale setting, while some still obeyed in lower-authority conditions. This suggests individual differences matter. The Authoritarian Personality helps explain why two people in the same situation might respond differently.
The dispositional explanation also has limits. Elms and Milgram found higher F Scale scores among obedient participants, but this does not prove cause and effect. It is possible that a third factor, such as education, political attitude, social desirability or respect for institutions, influenced both F Scale scores and obedience. Also, if obedience changes when proximity or location changes, personality cannot be the only explanation.
Methodological evaluation must stay tied to the question. Milgram's lab setting allowed control over variables such as proximity and location, which helps causal conclusions. But the procedure was artificial and ethically controversial because participants were deceived and many experienced severe tension. If participants guessed the shocks were not real, the validity of the obedience findings may be weakened. If they believed the procedure, the ethical cost was high.
Issues and debates can sharpen AO3:
| Debate | Link to obedience |
|---|---|
| Free will and determinism | The explanations show powerful situational and personality pressures, but disobedient participants show that people can still resist. |
| Reductionism and holism | Agentic state or Authoritarian Personality alone may be too narrow; obedience is better explained by the interaction of authority, setting, proximity, personality and moral choice. |
| Culture bias | Authority, hierarchy and uniforms may not have the same meaning in every culture, so findings from American male samples should not be treated as universal without caution. |
| Ethical implications | Obedience research can help explain harmful real-world compliance, but the research itself raises questions about deception, distress and protection from harm. |
Using the explanations in exam answers
A high-mark answer usually does three things:
| Skill | What it sounds like |
|---|---|
| AO1 | "An agentic state occurs when..." or "The Authoritarian Personality is..." |
| AO2 | "In this scenario, the lab coat makes the researcher seem legitimate because..." |
| AO3 | "This is supported by Milgram's location variation because..." or "However, this cannot explain..." |
Use this paragraph pattern for extended answers:
- Name the explanation or variable.
- Define it accurately.
- Link it to evidence or a scenario.
- Explain why the evidence supports or challenges the explanation.
- Add a focused limitation or comparison.
Example:
Location affects obedience because settings can increase or reduce the perceived legitimacy of authority. At Yale, Milgram's experimenter seemed backed by a prestigious university, so participants may have been more likely to enter an agentic state and obey. When the study was moved to a less prestigious Bridgeport office, obedience fell to about 48%, suggesting that institutional prestige made the authority figure seem more legitimate. However, almost half still obeyed in the office, so location cannot be the only factor.
Common exam traps:
| Trap | Better move |
|---|---|
| Describing Milgram's full procedure for a question about explanations. | Use only the procedure detail that supports the explanation. |
| Saying "uniform makes people obey" without explaining why. | Link uniform to legitimacy of authority. |
| Evaluating ethics without linking to explanatory value. | Explain whether deception, distress or artificiality affects validity and what we can conclude. |
| Treating situational and dispositional explanations as mutually exclusive. | Compare them and consider interaction. |
The exam phrase to keep in your head is: "This matters because..." Every evidence point should earn its place by explaining why obedience rises, falls or differs between people.