Study Design & Measurement (joap-study-design)
JAP holds measurement and design to an exacting standard. The recurring killers are common-method
variance (CMV), weak causal warrants (cross-sectional single-source data), unmodeled nesting,
and construct validity gaps. This skill hardens the design before data collection, where most of
these problems can actually be solved.
When to trigger
- Planning a study, a multi-study package, or a measurement strategy
- Writing a preregistration / pre-analysis plan
- A reviewer questioned CMV, causal inference, measurement, nesting, or power
- Justifying sample size at the relevant level of analysis
Design standards
- Construct validity first. Use validated measures; report reliability and, where the construct is
new or contested, provide validity evidence (CFA, convergent/discriminant, measurement invariance
across groups/time). A weak measure dooms an otherwise good design.
- Earn the causal claim. Cross-sectional single-source correlation rarely suffices. Strengthen
with temporal separation (multi-wave), multiple sources (self + supervisor + objective),
experimental or quasi-experimental legs, or a field experiment.
- Design against CMV. Build in procedural remedies (temporal/source/measurement separation,
protected anonymity) and plan statistical checks; declare the strategy up front. Post hoc
Harman's single-factor test alone is treated as insufficient at JAP.
- Model the nesting. If employees are nested in teams/units/firms, justify N at each level, report
ICC(1)/ICC(2) and r_wg for aggregated constructs, and use multilevel models — do not ignore
dependence or aggregate away the structure without justification.
- Justify sample size at the right level. Power for the effect that carries the claim (e.g., the
cross-level interaction or indirect effect), not just the total N; for multilevel designs, the L2
sample size usually constrains power.
Common-method variance — the JAP design playbook
| Remedy |
Type |
Note |
| Temporal separation (multi-wave) |
procedural |
predictor and outcome at different waves |
| Source separation (self + other/objective) |
procedural |
the strongest single defense |
| Measurement/context separation |
procedural |
different scales/formats for predictor vs outcome |
| Protected anonymity, balanced items |
procedural |
reduces consistency and acquiescence bias |
| Marker variable / CFA marker technique |
statistical |
plan a theoretically unrelated marker in advance |
| ULMC (unmeasured latent method construct) |
statistical |
report alongside, not instead of, procedural remedies |
Sample-size justification — worked example (illustrative)
For the servant-leadership package, justify N at the level the hypotheses live, before collecting.
Multilevel field study (2-2-2 / 2-1-2 mediation):
Constraint: 74 teams (L2) drives power for the team-level indirect effect.
Power target: 80% for the indirect effect (Monte Carlo power for multilevel
mediation), assuming a path ≈ .25, b path ≈ .30, ICC(1) ≈ .15.
Result: target ≥ 70 teams, ~8 members each → ~560–620; we collect 612 in 74.
Lab experiment (causal leg):
Between-subjects, two conditions; power for the interaction (H3 boundary),
N ≈ 240 at 80%, alpha .05; fixed-N, no optional stopping.
Aggregation: report ICC(1), ICC(2), r_wg(j) to justify team-level aggregation
of psychological safety; preregister exclusion rules.
Pre-data lockdown checklist
| Degree of freedom |
Lock before data? |
Where it lives |
| Hypotheses + direction + level |
yes |
preregistration |
| Measures (all scales, all items) |
yes |
preregistration (prevents scale cherry-picking) |
| CMV remedies (procedural + planned statistical) |
yes |
design + preregistration |
| Aggregation rules (ICC/r_wg thresholds) |
yes |
analysis plan |
| Exclusion rules (careless responding, attrition) |
yes |
preregistration |
| Covariates / model form |
yes |
analysis plan |
| Exploratory analyses |
allowed, labeled |
reported separately, post hoc |
Design-stage reviewer pushback and the venue fix
- "Cross-sectional, same-source — common method bias" → add temporal/source separation or an
experimental leg; declare procedural remedies, not just a Harman's test.
- "You ignored nesting" → model multilevel structure; report ICC(1)/ICC(2)/r_wg; justify aggregation.
- "Measure validity unclear" → report reliability, CFA fit, and invariance; cite scale provenance.
- "Underpowered for the cross-level effect" → repower at the constraining level; report the Monte Carlo
power analysis (handoff to
joap-data-analysis).
Execution bridge (StatsPAI / Stata MCP)
Estimate and audit the design, don't only describe it. Full map:
execution-with-mcp. JAP is organizational psychology — multilevel survey/field data and experiments; cluster at the right level and apply mediation/moderation discipline.
detect_design → recommend → fit with as_handle=true → audit_result.
- Observational causal claims: staggered DiD (
callaway_santanna / sun_abraham +
bacon_decomposition + honest_did_from_result); IV (effective_f_test +
anderson_rubin_ci); RDD (rdrobust + mccrary_test).
- Experiments: randomization-based inference,
romano_wolf for many-outcome
family-wise control, and mediate for mediation (not naive controlling-away).
- Sensitivity:
oster_delta / sensemakr for observational claims.
Report the effect size in interpretable units; route the full battery to the
appendix/supplement. A run end-to-end (synthetic data, real returns) is in the
JF execution walkthrough.
Anti-patterns
- Cross-sectional single-source self-report as the sole evidentiary base
- CMV addressed only by a post hoc Harman's single-factor test
- Nested data analyzed as if independent, or aggregated without ICC/r_wg justification
- New or modified measures with no validity evidence
- Sample size justified by total N while the carrying effect lives at L2
Output format
【Construct validity】reliability + CFA/invariance evidence? [Y/N]
【Causal warrant】temporal / multi-source / experimental leg present? [Y/N]
【CMV】procedural remedies + planned statistical check declared? [Y/N]
【Nesting】levels, ICC/r_wg, multilevel model justified? [Y/N/NA]
【Sample size】powered for the carrying effect at the right level? [Y/N]
【Next】joap-data-analysis
Supplementary resources
Source: brycewang-stanford/Awesome-Journal-Skills → Journal-of-Applied-Psychology-Skills/skills/joap-study-design/SKILL.md
1---2name: joap-study-design3description: Use when designing studies and measurement for a Journal of Applied Psychology (JAP) manuscript so they meet the journal's high bar on construct validity, causal inference, common-method variance, nested/multilevel data, and sample-size justification. Strengthens the design and measurement plan; it does not write code.4---567# Study Design & Measurement (joap-study-design)89JAP holds measurement and design to an exacting standard. The recurring killers are **common-method10variance (CMV)**, **weak causal warrants** (cross-sectional single-source data), **unmodeled nesting**,11and **construct validity** gaps. This skill hardens the design *before* data collection, where most of12these problems can actually be solved.1314## When to trigger1516- Planning a study, a multi-study package, or a measurement strategy17- Writing a preregistration / pre-analysis plan18- A reviewer questioned CMV, causal inference, measurement, nesting, or power19- Justifying sample size at the relevant level of analysis2021## Design standards22231. **Construct validity first.** Use validated measures; report reliability and, where the construct is24 new or contested, provide validity evidence (CFA, convergent/discriminant, measurement invariance25 across groups/time). A weak measure dooms an otherwise good design.262. **Earn the causal claim.** Cross-sectional single-source correlation rarely suffices. Strengthen27 with **temporal separation** (multi-wave), **multiple sources** (self + supervisor + objective),28 **experimental or quasi-experimental** legs, or a **field experiment**.293. **Design against CMV.** Build in procedural remedies (temporal/source/measurement separation,30 protected anonymity) *and* plan statistical checks; declare the strategy up front. Post hoc31 Harman's single-factor test alone is treated as insufficient at JAP.324. **Model the nesting.** If employees are nested in teams/units/firms, justify N at each level, report33 ICC(1)/ICC(2) and r_wg for aggregated constructs, and use multilevel models — do not ignore34 dependence or aggregate away the structure without justification.355. **Justify sample size at the right level.** Power for the *effect that carries the claim* (e.g., the36 cross-level interaction or indirect effect), not just the total N; for multilevel designs, the L237 sample size usually constrains power.3839## Common-method variance — the JAP design playbook4041| Remedy | Type | Note |42|--------|------|------|43| Temporal separation (multi-wave) | procedural | predictor and outcome at different waves |44| Source separation (self + other/objective) | procedural | the strongest single defense |45| Measurement/context separation | procedural | different scales/formats for predictor vs outcome |46| Protected anonymity, balanced items | procedural | reduces consistency and acquiescence bias |47| Marker variable / CFA marker technique | statistical | plan a theoretically unrelated marker in advance |48| ULMC (unmeasured latent method construct) | statistical | report alongside, not instead of, procedural remedies |4950## Sample-size justification — worked example (illustrative)5152For the servant-leadership package, justify N at the level the hypotheses live, before collecting.5354```55Multilevel field study (2-2-2 / 2-1-2 mediation):56 Constraint: 74 teams (L2) drives power for the team-level indirect effect.57 Power target: 80% for the indirect effect (Monte Carlo power for multilevel58 mediation), assuming a path ≈ .25, b path ≈ .30, ICC(1) ≈ .15.59 Result: target ≥ 70 teams, ~8 members each → ~560–620; we collect 612 in 74.60Lab experiment (causal leg):61 Between-subjects, two conditions; power for the interaction (H3 boundary),62 N ≈ 240 at 80%, alpha .05; fixed-N, no optional stopping.63Aggregation: report ICC(1), ICC(2), r_wg(j) to justify team-level aggregation64 of psychological safety; preregister exclusion rules.65```6667## Pre-data lockdown checklist6869| Degree of freedom | Lock before data? | Where it lives |70|-------------------|-------------------|----------------|71| Hypotheses + direction + level | yes | preregistration |72| Measures (all scales, all items) | yes | preregistration (prevents scale cherry-picking) |73| CMV remedies (procedural + planned statistical) | yes | design + preregistration |74| Aggregation rules (ICC/r_wg thresholds) | yes | analysis plan |75| Exclusion rules (careless responding, attrition) | yes | preregistration |76| Covariates / model form | yes | analysis plan |77| Exploratory analyses | allowed, labeled | reported separately, post hoc |7879## Design-stage reviewer pushback and the venue fix8081- "Cross-sectional, same-source — common method bias" → add temporal/source separation or an82 experimental leg; declare procedural remedies, not just a Harman's test.83- "You ignored nesting" → model multilevel structure; report ICC(1)/ICC(2)/r_wg; justify aggregation.84- "Measure validity unclear" → report reliability, CFA fit, and invariance; cite scale provenance.85- "Underpowered for the cross-level effect" → repower at the constraining level; report the Monte Carlo86 power analysis (handoff to `joap-data-analysis`).8788## Execution bridge (StatsPAI / Stata MCP)8990Estimate and audit the design, don't only describe it. Full map:91[`execution-with-mcp`](../../../shared-resources/empirical-methods/execution-with-mcp.md). JAP is organizational psychology — multilevel survey/field data and experiments; cluster at the right level and apply mediation/moderation discipline.9293- `detect_design` → `recommend` → fit with `as_handle=true` → `audit_result`.94- **Observational causal claims:** staggered DiD (`callaway_santanna` / `sun_abraham` +95 `bacon_decomposition` + `honest_did_from_result`); IV (`effective_f_test` +96 `anderson_rubin_ci`); RDD (`rdrobust` + `mccrary_test`).97- **Experiments:** randomization-based inference, `romano_wolf` for many-outcome98 family-wise control, and `mediate` for mediation (not naive controlling-away).99- **Sensitivity:** `oster_delta` / `sensemakr` for observational claims.100101Report the effect size in interpretable units; route the full battery to the102appendix/supplement. A run end-to-end (synthetic data, real returns) is in the103[JF execution walkthrough](../../../Journal-of-Finance-Skills/resources/worked-examples/02-execution-walkthrough.md).104## Anti-patterns105106- Cross-sectional single-source self-report as the sole evidentiary base107- CMV addressed only by a post hoc Harman's single-factor test108- Nested data analyzed as if independent, or aggregated without ICC/r_wg justification109- New or modified measures with no validity evidence110- Sample size justified by total N while the carrying effect lives at L2111112## Output format113114```115【Construct validity】reliability + CFA/invariance evidence? [Y/N]116【Causal warrant】temporal / multi-source / experimental leg present? [Y/N]117【CMV】procedural remedies + planned statistical check declared? [Y/N]118【Nesting】levels, ICC/r_wg, multilevel model justified? [Y/N/NA]119【Sample size】powered for the carrying effect at the right level? [Y/N]120【Next】joap-data-analysis121```122123## Supplementary resources124125- [`../../resources/external_tools.md`](../../resources/external_tools.md) — Mplus/`lavaan`/`lme4`, Monte Carlo power, CMV-marker and invariance tools126- [`../../resources/official-source-map.md`](../../resources/official-source-map.md) — measurement, design, and reporting expectations127128---129130**Source:** [`brycewang-stanford/Awesome-Journal-Skills`](https://github.com/brycewang-stanford/Awesome-Journal-Skills) → `Journal-of-Applied-Psychology-Skills/skills/joap-study-design/SKILL.md`