CUP-W Instrument and Analytic Framework for Upper Echelons Comparative Study (Replication Package)

This dataset provides the full replication package for the CUP-W (Clarity, Usefulness, Practicality, Workload/Wellbeing) instrument and analytic framework used in the study “From Proxies to Practice: Bringing Upper Echelons Theory Back to the Boardroom through a CEO Profile Workbook and a Five-Case Comparative Study” (Bonelli, 2025).

The CUP-W framework operationalizes key constructs from Upper Echelons Theory (UET)—managerial discretion, job demands, and executive orientation—through a concise, field-portable toolkit for qualitative and mixed-methods research. The package includes all editable templates and analytic tools needed to replicate or adapt the methodology across organizations and national contexts.

Contents
• 01_Instrument_CUPW.docx – 16-item self-assessment instrument measuring four dimensions of work quality on a 5-point Likert scale.
• 02_CEO_Profile_Workbook_CUP-W_Interview_Form.docx – Semi-structured interview guide with 1–7 rating anchors and reflective prompts aligned with UET constructs.
• 03_Codebook_and_Reliability.xlsx – Editable codebook with definitions, inclusion/exclusion criteria, anonymized examples, and an automated Cohen’s κ reliability calculator.
• 04_Evidence_Matrix_Template.xlsx – 13-column working spreadsheet for consolidating coded findings, with built-in dropdowns for evidence strength, triangulation, and status.
• 05_README_CUPW.docx – Metadata, version details, and citation instructions.

Use and Scope
The materials can be directly employed in academic research, executive assessments, or teaching contexts where strategic cognition, discretion, and leadership behavior are examined. They are intended for replication, adaptation, or training purposes. All files are blank, clean, and free of any participant data.