This article describes the development and initial validation of an instrument of
individual worldview which incorporates the three constructs which primarily
differentiate worldview - level of explanation, causation, and observation. Results
support the use of the worldview instrument as a research tool for measuring
individuals' most deeply held beliefs and assumptions.
Theoretical Framework
In the past twenty years, a number of scholars and researchers have called attention to
the importance of the most deeply held beliefs of individuals (Slife and Williams, 1995;
Schwarz and Ogilvy, 1979; Lincoln, 1985). This collection of beliefs comprises an
individual's worldview which is more deeply ingrained than attitudes, opinions, traits,
and values. An individual's worldview is also more difficult to access and much harder
to change than any of these attributes. An individual's worldview may be so deeply
imbedded within her that she literally can see no other way.
The contents of worldview are often philosophical in nature and may include the
following abbreviated list: determinism, equality, belief in the transcendent, and
hierarchical ordering. Although worldview includes a variety of such beliefs, a few
assumptions make the greatest difference in ascertaining an individual's worldview.
These assumptions pertain to observation, causation, and level of explanation (Dent,
forthcoming). The literature suggests two primary worldviews which are labelled here
the traditional (TWV) and the emerging (EWV) (Ackoff, 1981; Capra, 1982). A number
of writers have suggested that the acceptance of EWV assumptions is critical for a
continuation in the increase of business performance and the quality of life (Begun,
1994; Wishard, 1995; Thayer, 1980; Smith, 1982). The contrasting assumptions of the
TWV and EWV are shown in Table 1.
Table 1.
Assumptions of the TWV and EWV
Observation
Causation
Level of Explanation
Objective Observation
Linear Causation
Reductionism
Perspectival Observation Mutual Causation
Holism
Table 2.
Worldview assumption definitions
Reductionism - the belief that an entity can be divided into its composite parts and that a
cumulative explanation of the composite parts fully explains the entity.
Holism - the belief that an entity can be best understood by considering it in its entirety. The
entity has "characteristics which belong to the system as a whole and don't belong to any of its
parts" (Clemson, 1984, p. 24). These are essentially the definitions for level of explanation
suggested by Garfinkel (1991), Oppenheim and Putnam (1991), Clemson (1984, p. 24-27),
Vaill (1989, p. 122), Ackoff (1981), Slife and Williams (1995), and Capra (1982, 213 and
throughout).
Linear cause and effect - The expectation that the relationship between two (or more)
phenomena is relatively linear (or that, for the relationship, a linear model, using few variables,
serves as a useful approximation) and that temporal precedence of cause prior to effect is
clearly distinguishable.
Mutual (or circular) cause and effect - The expectation that the relationship between two (or
more) phenomena is heavily influenced by the presence of feedback loops. In other words, a
variable may appear on both sides of the equation (meaning that cause and effect are, at least
to some degree, a function of each other). These are essentially the definitions for causation
suggested by Kitcher (1991), Schwartz and Ogilvy (1979, p. 14.), Clemson (1984, p. 233-235)
Slife and Williams (1995) and Lincoln (1985, p. 35).
Objective observer - the belief that phenomena or information in the world are independent of
the method of observation of those phenomena or information. Moreover, the phenomena or
information are not altered by the act of observing.
Perspectival observer - the belief that phenomena or information in the world are dependent
upon the method of observation. Moreover, the phenomena or information may be changed
by the act of observing. These are essentially the distinctions in observation made by Popper
(1985a), Popper (1985b), Prigogine and Stengers (1984), Waldrop (1992), Clemson (1984),
Weick (1979), Lincoln (1985), Schwartz and Ogilvy (1979), and Briggs and Peat (1989).
Surprisingly, to date, apparently no empirical efforts to measure individual worldview or the three major constructs have been reported (Slife and Williams, 1995, p. 15). The only research effort which comes close is a Harvard Business Review article by Martin and Lodge (1975) who asked Harvard Business Review readers questions concerning Ideology I and Ideology II. Each of these ideologies contained several ideas. Ideology I is similar to the TWV and is provided here for illustrative purposes.
The community is no more than the sum of the individuals in it. Self-respect and fulfillment result from an essentially lonely struggle in which
initiative and hard work pay off. The fit survive and if you don't survive,
you are probably unfit. Property rights are sacred guarantor of individual
rights, and, to satisfy consumer desires in an open market, the uses of
property are best controlled by competition. The least government is the
best. Reality is perceived and understood through the specialized
activities of experts who dissect and analyze in objective study (p. 15).
A thorough review of Tests in Print IV (1994) and The Twelfth Mental Measurements
Yearbook (Conoley and Impara, 1994) was conducted using the following terms:
analysis, causation, feedback, (w)holism, linear, mutual, objective, reductionism,
subjective, synthesis, system, and worldview. Six relevant instruments were found.
The names of the instruments and the underlying assumption they purport to tap are
listed in Table 3.
Table 3.
Available Measurement Instruments in the Topical Area of this Research
Comprehensive Personality Profile (a secondary trait)
Meyer-Kendall Assessment Survey
Taylor-Johnson Temperament Analysis
Guilford-Zimmerman Temperament Survey
Woodcock-Johnson Psycho-Educational Battery,
Test of Cognitive Ability
California Critical Thinking Disposition Inventory
Objectivity
Analysis - Synthesis
Systematicity
The Taylor-Johnson Temperament Analysis instrument defines objective as "fair-minded, reasonable, logical" and subjective as "emotional, illogical, self-absorbed." On
the California Critical Thinking Disposition Inventory, the systematicity scale "measures
being organized, orderly, focused, and diligent in inquiry. No particular kind of
organization, e.g. linear or non-linear, is given priority on the CCTDI." Clearly none of
these existing instruments is at all a useful source of items for this research.
Because no test of worldview exists, this study developed a paper-and-pencil
instrument which measures an individual's worldview as defined by the three major
constructs - observation, causation, and level of explanation.
Measurement Instrument Development and Validation
Study 1
A 24-item Likert scale instrument was developed to test:
This version of the instrument was administered to 57 working professionals who all
had at least two years of work experience. The conceptual framework was found to be
worthy of further consideration. Of 57 respondents, 26 scored an EWV perspective, 30
a TWV, and one in the middle, indicating that people were willing to express TWV
beliefs.
This study also created within the researcher a desire to search for a way to achieve
more shared agreement about the nature of the measurement items. Also, greater
assurance was sought that items generated did not all fall in a narrow range of any of
the constructs.
Study 2
In order to achieve these objectives, a second study was conducted in which the
instrument combined aspects of a Thurstone-type approach and a Likert-type approach
(Butcher, 1974, p. 258). The Thurstone-type features retained were, equal interval
scaling over a wide range of response and the process for identifying unambiguous
questions which have small standard deviations. The Likert method of scoring was
employed because of its strength in allowing for a range of response.
Step #1 - Survey Creation
Scale items were created from brainstorming sessions with several colleagues and by
scanning relevant sources in the literature. The objective in this case was to find
statements that could be directly translated into items. The item, "Truth is a matter of
fitting words to the world" is essentially a paraphrase of Lakoff and Johnson (1980, p.
200). "Acting should precede planning because by acting we take part in constructing
the context for our plans" is adapted from the work of Karl Weick as quoted by
Wheatley (1992, p. 37). Likewise, "A full characterization of each individual's behavior
logically implies a knowledge of group behavior; there is nothing left out." is a direct
quote of Kenneth Arrow's included in Garfinkel (1991, p. 445).
Ultimately, through all of these methods, a total of nearly 200 items was generated.
These items were then tested for clarity, appropriateness, understandability and other
forms of suitability by analysis of several people running the gamut of sophisticated to
novice reviewer. From this review items were deleted or reworded.
One hundred eighty items (55 for Observation, 62 for Causation, 63 for Explanation -
exceeding the target of 150 items) were selected for continuation to the next phase.
Step #2 - Judges Meeting
The ensuing three validity reviews were provided by an assembled group of judges. Thirteen judges (knowledgeable at the doctoral level) were convened to work on the survey construction. The judges accomplished three important tasks.
Thirteen individuals provided data that are used in the analysis below. The average
age of the judges was 41-50 and they averaged 16-20 years of work experience. One
judge was African-American, one Asian, and eleven White. Six of the judges were
female and seven were male. Two of the judges reported that their formative years
were influenced by a culture other than the United States and these were the cultures
of China, West Africa (Liberia) and Haiti (one judge listed two countries).
Step #2a - Reverse Coding
The reverse coding step provided greater assurance of validity. Thirteen judges
completed the reverse coding task. One judge used the same response for 63% (113)
of the items. This judge is a white male in his 50s. In the discussion that follows, the
results from the single judge whose responses were atypical were not used.
Step #2b - Item Ranking
After the judges reverse coded and tested the wording of the items, they ranked them
according to how intensely the item measured the construct. Of the 12 judges who
completed this task, again there was one who had responses that were inconsistent
with the others. This judge is also a white male, age 51-60. The "corrected judge total
correlation" for judge 12 for all 141 items was .3746, substantially lower than the next-least consistent judge, at .7412. Cronbach's alpha for the 141 items was .9619.
Alphas for Observation, Causation, and Explanation were.9653, .9589, and .9653,
respectively.
Step #3 - Item Elimination
Five criteria were used in determining which items to retain based on the judges' ranking.
1. Lower standard deviations of the means
2. Coverage of the scale
3. Agreement with the researchers' rankings
4. A subsequent reading of the item to determine whether it was felt to be one of the better items.
5. Balance of TWV and EWV items for a given construct.
The standard deviations of the means ranged from 0.7 to 3.5 with 89% of the standard
deviations below 2.4. Based on the five criteria for item elimination an additional 22
questions were eliminated by the Thurstone-ranking step.
Step #4 - Survey Administration
The survey was administered to 200 respondents with at least three years of career-oriented work experience in an organization. Moreover, each respondent either had, or
was completing, graduate education in management. The demographic characteristics
of the 177 of the respondents who provided them are included in Table 4.
Table 4
Demographic Data about the Survey Respondents
21-30 - 43%
31-40 - 33%
41-50 - 11%
51-60 - 7%
61+ - 5%
Years of full-time
work experience
3-7 - 43%
8-14 - 27%
15-21 - 13%
22-28 - 9%
29+ - 9%
White - 89%
African- - 2%
American
Other - 5%
Hispanic - 3%
Pacific - 1%
Islander
Female - 42%
Male - 58%n=177
Questions were omitted if they were unanswered by at least five percent of the
respondents. Next product-moment correlations were computed, and an alpha was
calculated for the items in each of the hypothesized constructs. The alphas for
Causation, Observation, and Explanation were 0.8365, 0.8685, and 0.8747,
respectively.
Items were eliminated at this stage if the corrected item-total correlation was not at
least 0.3. In the case of reductionism, however, which entered this step with the
greatest number of items, 28, the cutoff could be made higher, at 0.33. A total of 33
items were removed because not enough respondents answered them, or their
correlations were too low.
Step #6 - Principal Components Analysis (PCA)
The remaining 86 items were included in a principal components analysis (PCA). The
factor structure which best defines the space is a 26-factor solution. This solution
explains 59.4% of the common variance, produces communalities mostly in the 0.55 to
0.7 range, and provides 17 factors with an eigenvalue greater than 1.0. This
orthogonal solution was produced using a varimax rotation. Oblique rotations were
also computed, using direct oblimin. These rotations revealed very little correlation
among the factors, and provided no assistance in developing a suitable interpretation.
This ideal theoretical orthogonal solution, however, was too fragmented to be useful.
With only 86 items, the average factor size was approximately three items. The factors,
however, did contain items as hypothesized.
A scree plot analysis suggested that the interpretation should be limited to ten factors,
at most. A six-factor solution provides the best simple structure. The communalities
are still in an acceptable range, mostly 0.3 to 0.5, and 31% of the common variance is
explained. All six factors have an eigenvalue above 2.3. Again, the unexpected finding
is that the six-factor oblique solution is essentially the same as the six-factor orthogonal
solution, indicating that no meaningful correlation exists among the factors.
The next step was to determine whether it was possible to interpret the six factors since
only three had been hypothesized. Upon examination, relatively obvious explanations
for the extra factors surfaced. One factor was dominated by items which are certainly
about observation, but specifically about observation, as it pertains to the appraisal or
assessment of something. Another factor was dominated by Explanation, but
specifically as it pertains to the context provided by the mission of a particular
organization.
An interpretation for two other factors was not as obvious as the two identified thus far.
Still, only a few moments of reflection suggested the following differentiation. In one
factor, nearly all of the items focus on the reduction, or division taking place, without
any reference to possible interrelationships or a broader context. For example, "it is
not important for there to be fundamental 'building blocks' in nature" and performance
is best obtained when "each department performs as well as it can." This factor will be
labeled "Explanation: Pieces." Likewise, the items loading the other factor nearly all
hint at the possibility of interrelationships or a broader context. For example, "you have
to understand the wider world in which it operates," and "one or more group abilities
emerge..." This factor will be named "Explanation: Connections."
Step #7 - Determine Final Instrument
Cronbach alpha coefficients for the final instrument are listed on the diagonal in Table
5. The off-diagonal entries are the intercorrelations of the scales of worldview.
Table 5
Cronbach Alpha Coefficients and Intercorrelations of Scales of Worldview
Causation (.76)
Observation .19* (.75)
Exp: Pieces .45*** .21** (.78)
Exp: Connections .02 .20** .40*** (.78)
The final form of the instrument includes, for each factor, the first twelve items with
factor loadings of at least 0.3.(1) The instrument of individual worldview appears in Table
6.
Table 6
47-Item Worldview Instrument, Scale Cronbach Alpha Coefficients, Means, Standard Deviations, and Corrected Item-Scale Correlations
It is not important for there to be fundamental Abuilding blocks@ in nature.
*Big problems should be broken into pieces to solve them more easily.
*An organization will perform as well as possible if each department (i.e. suborganization) performs as well as it can.
*When studying an organization, it is important to study a section of it at a time.
*If every member of a work team performs at his/her maximum level, the work team will be functioning at its maximum level.
*All social psychology can be explained using principles of individual psychology.
Dividing a task into parts is not the best way to analyze it.
*When learning a complicated task, I prefer to learn pieces of the task separately, and then try to put it all together.
Each thing should be defined in relationship to something else, not by its inherent properties.
If an organization has a major problem in one department, it is better solved by a cross-functional team of experts selected from the entire organization than a team of employees in that department.
*Most things that happen in organizations can be traced to their root causes if we took the time.
2.43
3.03
3.83
3.88
4.12
5.17
3.54
3.68
3.33
4.25
3.06
1.56
1.34
1.51
1.36
1.69
1.29
1.39
1.64
1.48
1.45
1.61
.35
.46
.43
.42
.34
.43
.45
.36
.26
.34
.47
Explanation: Connections
In order to understand an organization, you have to understand the wider world in which it operates.
If a group is solving a problem, one or more group abilities may emerge that are not present in any individual group member.
*A chief executive officer (CEO) can basically do his/her job without knowing the mission of the organization.
An effective organization functions more like a living being than a computer.
*When studying a beautiful painting, it is important to view a
section of the painting at a time.
6.08
5.85
6.36
5.69
5.39
1.01
.87
1.05
1.07
1.37
.40
.47
.34
.47
.33
My work performance is higher if I understand the big picture which my work fits into.
*It is more important for military squad members to be trained in their roles separately than for them to train together.
The whole is more than the sum of its parts.
*It is more important for firefighters to be trained in their roles separately than for them to train together.
*Company C is formed by the merger of Company A and Company B. Company C can expect annual profits equal to Company A's annual profit plus Company B's annual profit.
It is more important for football players to practice as a team than it is for them to practice their positions separately.
*A government employee=s spirituality does not enter into his or her workplace performance.
6.02
5.72
5.62
5.57
5.77
5.50
5.44
.85
1.11
1.48
1.10
1.02
1.34
1.37
.39
.49
.45
.41
.40
.34
.33
Causation
*If a team of vegetable pickers gets behind schedule on its work, adding extra pickers will speed up the job.
*If a team of mortgage application processors gets behind schedule on its work, adding extra processors will speed up the job.
If an organization lowers its prices, it will not increase its sales.
*Decreasing the drug problem in this country will also decrease the crime rate, decrease the rate of births out of wedlock, and decrease the unemployment rate.
*The higher an organization's advertising budget the higher its sales revenue.
*An employee who receives an above-average pay increase will work harder.
*The times in my life when I've worked the hardest are when I've achieved the most.
If a team of construction workers gets behind schedule on its work, adding extra workers will not speed up the job.
*Organizations should grow larger to obtain greater economies of scale.
The amount of effort I put into a task does not determine how well the task turns out.
It is likely that if two employees are achieving similar levels of exceptional performance, they are not using similar methods and approaches.
*Tax cuts for upper class income earners also benefit the
middle and lower class income earners.
3.41
3.21
2.84
3.51
4.77
4.35
3.42
3.49
4.70
3.48
4.07
4.30
1.48
1.46
1.28
1.69
1.38
1.33
1.74
1.46
1.30
1.81
1.63
1.74
.48
.49
.43
.42
.39
.42
.43
.40
.43
.38
.31
.32
Observation
Beauty is in the eye of the beholder. In other words, different people identify different things as beautiful.
For things that happen in organizations, there is usually more than one side to every story.
People will interpret organizational events and situations differently.
Apparent facts can change depending on the way in which they are observed or measured.
There are rarely facts that everyone agrees on. Apparent facts will change depending upon people's perspectives and biases.
You have to Awalk in someone else=s shoes@ (in other words, to live life from his or her perspective) to really understand her or him.
All people look at the world through their own "glasses."
Truth is not absolute or objective, but derived from people=s understanding of things.
What is most important about any organizational event is not what happened but what it means.
The language of the imagination, especially metaphor, is necessary for expressing the unique and most personally significant aspects of our experience.
When important issues arise at work, my own impressions and intuitions are my guides for action.
*Anyone who closely studies this country should agree on
its major problems.
6.26
6.02
6.17
5.74
4.98
5.06
6.01
4.82
4.90
5.16
5.03
5.21
.91
.90
.76
1.05
1.49
1.35
1.16
1.91
1.23
1.34
1.29
1.39
.31
.40
.36
.37
.46
.31
.33
.41
.33
.38
.33
.38
Limitations of the Study
Every effort has been made to make this research study comprehensive, thorough, and
applicable. Still, any study has limitations. Foremost on the list of limitations for this
study is the usefulness of the conceptualization of the TWV and the EWV. The
measurement instrument is dependent on these different worldviews. Furthermore, the
original items were limited to the three constructs that are plausible proxies for
worldview.
The study also has limited generalizability because the sample consists of subgroups
which are internally more homogeneous than the population and the total sample size
was 200. Moreover, because of the exploratory nature of this study, no attempt has
been made to present evidence for criterion-related validity.
Another limitation of the study listed is that the research topic is about the existence of two different worldviews, yet it is studied using tools from only the TWV. This is, in fact, a serious limitation. We would also note that Clegg (1990, p. 21) has suggested that the analysis of postmodern social forms such as the EWV can be conducted with or without postmodern methods.
Finally, this research effort uses principal components analysis as evidence of
construct validity. This type of factor analysis was used because it "is an essential first
step in the [exploratory] investigation of complex areas of human psychology" (Kline,
1994, p. 9). Further studies could test the model using confirmatory factor analysis. It
would also be interesting to perform a convergent and divergent analysis by
administering the scale to two groups with "known" worldviews. Although at this point,
we have encouraging results, further efforts should also be made to generalize these
findings over a larger sample. The scale should be administered to larger, more diverse
sample populations.
The instrument can also be refined to include more dimensions of worldview. Although
three constructs were identified as the most important representatives (Dent,
forthcoming), the instrument would only be enhanced by the inclusion of additional
dimensions. A candidate for the fourth most important construct could have
assumptions of "competition" and "cooperation." In other words, do people assume
"that the world is hostile, that we are in a constant struggle for survival, that the
consequence of error is death, that the environment seeks our destruction" (Wheatley
and Kellner-Rogers, 1996, p. 11)? Or, do people assume that "we are here to create,
not to defend ... [that we are in ] a world that delights in its explorations. A world that
makes it up as it goes along. A world that welcomes us into the exploration as good
partners" (Wheatley and Kellner-Rogers, 1996, p. 11)?
Another enhancement which would add to the utility of the instrument would be to
establish criterion-related validity. For example, suppose that EWV assumptions are
more helpful in very dynamicclassrooms. Then, people with high scores on the EWV
assumptions might correlate with job performance in those environments. Likewise,
people with high scores on the TWV assumptions might be those who perform well in
stable work environments. If correlations such as these could be identified, the Scale
could be an additional tool to assist an organization in matching people to jobs they will
succeed in and enjoy.
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1. One item which doesn't seem to fit was dropped.