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Module 1 · Lesson 3 · Core

Is the number meaningful?

Reliability, validity and four threats to self-reported well-being.

  • 45 minutes
  • Serves O2 and O5
  • Assumes M1.L2

Phase 1: Prepare

Step 1 Warm-up recall

From M1.L2: how do you turn WHO-5 ratings into a 0 to 100 score? Write the rule in one line.

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Step 2 Learning goal

By the end of this lesson you can:

  • define reliability and validity, and give one way to check each (Foundation);
  • name four threats to self-reported well-being and one safeguard for each (Core);
  • judge whether a stated claim is justified by the measure behind it (Core).

Phase 2: Teach

Step 3 A familiar example

A bathroom scale reads 2 kg too heavy every morning. It is perfectly consistent, and it is wrong. A second scale gives readings that jump around but average the true weight. The first is reliable and not valid. The second is closer to valid and not reliable. Scores on a well-being scale can fail in either way.

Reliable and validReliable onlyValid onlyNeither
Four targets. The bullseye is the true value; each dot is one measurement. Dots appear one at a time. Invented illustration.

Step 4 Clear explanation

Reliability is consistency. Internal consistency asks whether the items of a scale agree with one another, often summarised by Cronbach’s alpha. Test-retest reliability asks whether the same person gets a similar score twice, a short time apart. A value of 0.70 or above is often treated as acceptable for alpha. That is a convention, not a law.

Validity is whether the scale measures what it claims to. Convergent validity: scores relate to measures of related ideas, and to how other people who know the person rate them. Discriminant validity: they do not simply repeat unrelated ideas. Reviews of life-satisfaction measures generally find moderate, not perfect, agreement with other people’s ratings.

Reliability is necessary but not sufficient for validity. A scale can be consistent and still miss the idea.

Four threats to self-report:

ThreatExampleSafeguard
Mood and context at the time of answeringSurveying staff on the last day before a holidayVary timing, record context, repeat measurement
Social desirabilityAnswering the way one thinks looks goodAnonymous responses, neutral wording
Different use of the scaleOne person’s 7 is another’s 5Compare changes within a person, use several items
Question wording and orderAn earlier question about money changes the next answerFixed order, tested wording, pilot the survey

Step 5 Worked example (4 marks)

A company surveys all staff on the last Friday before the year-end break, using one unnamed question, “Are you happy?”, and reports “90% of staff are happy”. Name four problems and one fix for each.

  1. Timing: the mood of the day inflates answers. Fix: ask at several ordinary times. (1 mark)
  2. One unvalidated item: nothing shows it is reliable or valid. Fix: use a published scale such as the SWLS. (1 mark)
  3. Unclear account: “happy” could mean feeling or judgement. Fix: state which account the question asks about. (1 mark)
  4. Social desirability if answers are not anonymous. Fix: anonymous responses. (1 mark)

Phase 3: Practise

Step 6 Learner practice (instant-marked)

1. Scale A gives tightly clustered scores but its average is far from the true value. Scale B gives scattered scores whose average is correct. Which statement is right?

2. A report says: “alpha = 0.55, so our scale is reliable.” Is the conclusion sound?

3. A report says: “scores two weeks apart correlated at 0.85, so the scale is valid.” Is the conclusion sound?

4. Respondents completed a survey that asked about their finances before asking about life satisfaction. Which threat is this?

Phase 4: Close

Step 7 Recap

  • Reliability is consistency. Validity is measuring the intended idea.
  • Reliability is necessary but not sufficient for validity.
  • Four threats: context, social desirability, uneven scale use, question order.
  • Each threat has a safeguard. None removes it entirely.

Step 8 Exit ticket (ungraded)

Think of a well-being survey you have answered. Which threat was most likely to affect your answers?

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Step 9 Go further (Extension)

Look up the four personal well-being questions asked in UK Office for National Statistics surveys (life satisfaction, worthwhile, happy yesterday, anxious yesterday). For each, say which of the three accounts from M1.L1 it mainly speaks to, and name one threat from this lesson that could affect the answers.

Common mistakes

MistakeWhy it fails
Equating consistent with correctConsistency is reliability. Correctness needs validity.
Treating 0.70 as a rule of natureIt is a convention, and acceptable values depend on purpose.
Dismissing self-report as worthlessIt is imperfect but informative, and checkable.

Limits. Reliability values depend on the sample tested. Validity is built from many studies, not one number.