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.本数据集为研究"从代理走向实践：通过CEO概况手册与五案例比较研究将高阶理论带回董事会"（Bonelli, 2025）中所使用的CUP-W（清晰性、实用性、实践性、工作负荷/福祉）工具与分析框架提供完整复现套件。 CUP-W框架通过一套简洁、可便携现场使用的质性与混合方法研究工具包，对高阶理论（Upper Echelons Theory, UET）中的核心构念——管理自由裁量权、工作要求与高管导向进行操作化定义。本套件包含所有可编辑模板与分析工具，支持在不同组织与国家情境下复现或改编该研究方法。 ## 内容清单 • 01_Instrument_CUPW.docx：包含16题自我评估量表，采用5点李克特量表（Likert scale）对工作质量的四个维度进行测量。 • 02_CEO_Profile_Workbook_CUP-W_Interview_Form.docx：半结构化访谈指南，包含1至7级评分锚点与贴合高阶理论（UET）构念的反思性提示语。 • 03_Codebook_and_Reliability.xlsx：可编辑编码手册，包含构念定义、纳入/排除标准、匿名化示例与自动化科恩κ（Cohen’s κ）信度计算器。 • 04_Evidence_Matrix_Template.xlsx：13列工作表格模板，用于整合编码后的研究结果，内置证据强度、三角验证与研究状态的下拉选择菜单。 • 05_README_CUPW.docx：包含元数据、版本信息与引用指南。 ## 使用范围 本套件材料可直接应用于战略认知、自由裁量权与领导行为相关的学术研究、高管评估或教学场景，旨在支持方法复现、改编与培训用途。所有文件均为空白纯净版本，未包含任何受访者数据。