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The Relationship Between Sibling Position and Leadership Abilities Final Thesis - C. Morgan Signed 23
The Relationship Between Sibling Position and Leadership Abilities Final Thesis - C. Morgan Signed 23
By:
Christopher J. Morgan
20 April 2022
Approved:
Type text here
___________________________
Dr. Dana Riger, Thesis Advisor
___________________________
Dr. Yuliana Rodriguez, Reader
__________________________
Dr. Kathryn Leech, Reader
SIBLING POSITION AND LEADERSHIP ABILITIES 2
Abstract
Sibling position is a core tenant of Bowen family system theory, proposing that the presence
development and family functioning. Scholarship that explores the relationship between sibling
position and leadership qualities are scant; however, the limited literature indicates that
first-born siblings are better leaders than later-born siblings. The current study analyzed the data
of 746 survey participants to explore the relationship between sibling positions and leadership
describing Bowenian leadership traits and the Community Leadership Development Measure
(CLDM). Key results indicated first-borns exhibit higher leadership characteristics on both
inventories than later-borns but not only children. Furthermore, first-borns were found to have
higher leadership averages with close-in-age younger siblings, while youngest siblings had
higher leadership averages with no close-in-age older siblings. In models that included covariate
variables, participant’s sexuality was a significant covariate in one while another model indicated
a significant negative correlation between age and the Bowenian leadership inventory.
Suggestions for future research, particularly among middle siblings and only children, are made.
SIBLING POSITION AND LEADERSHIP ABILITIES 3
Dedication
To Julie — my partner through all things in life. You inspired the roots of this project,
supported it as it grew, nurtured it patiently whenever it stalled, and loved me (and it)
unwaveringly. My gratitude and love for you is unending. I cannot say it enough: thank you.
SIBLING POSITION AND LEADERSHIP ABILITIES 4
Acknowledgements
There are more thank yous that I owe than could conceivably be given in a space such as
this. First and foremost, though, I wish to acknowledge my mentor, Dr. Dana Riger. She has
served as an invaluable resource and shown immense patience with an undergraduate mentee
who frequently looked like a deer caught in headlights. Perhaps, I am most grateful for her
anxiety-calming encouragement and ability to see a resolution even when I doubted it myself.
Her contributions to this project could not be overstated, and her influence permeates throughout.
Thank you so much, Dr. Riger. In a similar vein, I want to thank Dr. Yuliana Rodriguez for her
guidance and constant communication. It was her flexibility that allowed this project to be seen
through to completion.
I would like to thank my parents — particularly my mother, for she spent more time than
was ever necessary listening to all my ideas. She indulged countless hypotheticals and always
was prepared with analytical advice. Their love and support allowed me to reach a place where
studying families outside our own was joy-filled. Thank you also to Rev. Dr. Lisa Hebacker who
gave me my first book about Bowen and who encouraged me to pursue its application fervently.
You planted the seed that grew into this project 5 years ago.
Finally, I hold a great debt of gratitude to the friends and family who listened to weekly
updates, eased evolving anxieties, and celebrated every little success along the way. It was these
confidantes I most never wanted to let down. Thank you to Julie, Reed & Lillie, Lauren, Rachel,
Table of Contents
Introduction 7
Bowen’s Family Systems Theory 8
Bowen & Leadership 9
Current Study 10
Theoretical Framework 11
Literature Review 13
Bowen and Toman’s Theories on Sibling Position 14
Limitations in Toman 15
Born to Rebel 15
Sibling Position and Big Five Personality Traits 17
Sibling Position and Leadership 19
Limitations in the Literature 20
Methods 21
Recruitment 22
Procedures 22
Data Safety 24
Measures 24
Analysis 25
Results 26
Analyses for Power and Validity 26
Participants 26
Analysis of Variance Between Sibling Positions 27
CLDM Fixed-Variable-Only ANOVA 28
Bowenian Leadership Fixed-Variable-Only ANOVA 28
CLDM Fixed-Variable with Covariates Model 28
Bowenian Leadership Fixed-Variable with Covariates 29
Analysis for Correlation within Sibling Positions 29
Regression Models of Oldest Siblings 30
Regression Models of Youngest Siblings 30
Analysis of Middle Siblings 31
Discussion 32
Limitations & Recommendations for Future Research 34
References 38
Appendix A 44
SIBLING POSITION AND LEADERSHIP ABILITIES 6
Appendix B 46
Appendix C 50
Appendix D 52
Appendix E 55
SIBLING POSITION AND LEADERSHIP ABILITIES 7
According to the 2014 Survey of Income and Program Participation conducted by the
U.S. Census Bureau, nearly 57 million children live with at least one sibling. That figure makes
up 78.8 percent of all children in the United States (and does not take into account older teens
who were raised with their siblings who recently left home for work or college) (2021). The
presence or absence of siblings can be very impactful. Siblings can be lifelong friends and
supports while simultaneously play important social and developmental roles in childhood;
however, they can also create stress or divide parental attention (McHale et al., 2012;
An individual can function as an older sibling, a younger sibling, a middle sibling, a twin,
or an only child. Within these categories, Murray Bowen, who developed family systems theory,
theorized that middle siblings fill multiple roles (and share aspects of both older and younger
siblings) while a twin will gravitate to either the older or younger position with their twin
(Gilbert, 2004).
correlations with divorce, largely by psychologist Walter Toman. Toman found that couples with
the same sibling position divorced at higher rates than couples with different sibling positions
(1992). Frank Sulloway, a psychologist who studies personality, reinvigorated research on this
topic in 1996 with his book Born to Rebel, which delved into younger siblings’ propensity to
rebel. This was followed up by research exploring the relationship between sibling position and
the Big Five personality traits, showing that older siblings tended to be more conscientious while
younger siblings tended to be more open to experience and agreeable. Lots of research has also
focused on the relationship between birth order (from a purely biological basis) and academic
SIBLING POSITION AND LEADERSHIP ABILITIES 8
performance, with the vast majority finding that older siblings, specifically oldest siblings, tend
to perform better on measures of educational attainment than younger siblings (De Hann, 2010;
Kim, 2020).
There are some predictable patterns and behaviors that siblings in different positions
grow into. The term sibling position refers to the order that someone was raised in their sibling
cohort and is an important consideration in Murray Bowen’s family systems theory (Kerr &
Bowen, 1988). Sibling position was not included in Bowen’s initial conceptualization of family
systems theory, however, he felt like something was missing in his conception of family. Bowen
found what was missing in the work of Walter Toman, and adapted Toman’s work on sibling
positions as one of the foundational concepts in Bowen theory. This was a significant addition
because it recognized that a family of origin is often made up of more than just an individual and
their parents; there are roles, expectations, and responsibilities placed on each different sibling
position in a sibship (cohort of siblings) that contribute to individual and family functioning
(Gilbert, 2004).
Bowen applied his theories to his own practice in family therapy; he saw the family as a
single emotional unit (instead of each member as a stable emotional unit) and emphasized the
complex interactions within that unit in a systems way of thinking. The family’s
“self”, in order to interrupt dysfunctional family processes and dependency. Bowen theory does
not insist that family members be independent of one other; in fact, individuals with high levels
of differentiation recognize their dependence on other members in the system but can more
SIBLING POSITION AND LEADERSHIP ABILITIES 9
easily choose to respond with reason with logic instead of emotions, even in times of stress.
family’s level of differentiation, but there is some variance among family members and levels
This study will focus on siblings’ leadership qualities because there is scant literature on
the relationship between one’s sibling position and leadership. Leadership, specifically, has been
loosely studied but not enough to draw any strong conclusions about which sibling position has
higher ability (Black et al., 2018; Custódio & Siegel, 2020; Grinberg, 2015; Oskarsson et al.,
2021; Tricarichi & Jalajas, 2019). Preliminary evidence shows that the oldest sibling has stronger
leadership capabilities than younger siblings; however, this is measured in one study by
“non-cognitive abilities” and the other by the percentage of each sibling position who are
Greater exploration about the relationship between sibling position and leadership is
important to fill this gap in the literature. Furthermore, leadership ability would be an important
consideration to understand a person in the context of Bowen theory if significant effects are
found. If leadership abilities can be (partially) predicted, it could inform the emotional
processing patterns someone takes on later in life. For example, if one sibling position gravitates
towards leadership roles, siblings may play an important role in affecting the types of roles and
relationships one enacts. In fact, Dr. Roberta Gilbert translates Bowen theory’s sibling positions
into role portraits. Many of these role portraits include predictions about how each sibling
position approaches leadership; for example, older siblings were described as “easily assuming
responsibility” and as a “caretaker and order-giver” while younger siblings were described as
SIBLING POSITION AND LEADERSHIP ABILITIES 10
“not a natural leader” (2004). Attempting to validate these theories about siblings' leadership
Current Study
This study attempted to primarily explore the relationship between one’s sibling position
and their leadership abilities. Leadership ability in this study is defined by the Community
Leadership Development Measure (CLDM; Rohs & Langone, 1997), and by the leadership
portraits of Bowen theory laid out in Gilbert (2004), of which the author has created a novel
inventory. The aim was to identify any significant differences between sibling positions and
leadership abilities. Where significant differences are found, further analyses were conducted to
understand if age gap between siblings is a significant moderating variable between sibling
position and leadership ability or if there are moderating variables that affect the leadership
abilities of middle siblings, such as specific sibship rank, family size, or the rank of their closest
sibling. Study participants included adults who voluntarily participated, regardless of their
sibling status or position. The study also attempted to understand how middle children fill
multiple positions (and which they might fill more strongly) or how sibling age differences are a
Ultimately, the study will attempt to explore how each sibling position is related to
different leadership abilities. Informed by the previous literature, it was hypothesized that the
oldest sibling position will have stronger correlations to leadership abilities than all other
positions. There are two further hypotheses that this study attempted to address. First, that
only-children and middle children would fall between those who are exclusively an older or
younger sibling in measures of leadership abilities, and, secondly, that middle children would
function more similarly to the role of the sibling they are closest to (e.g. the second sibling in a
SIBLING POSITION AND LEADERSHIP ABILITIES 11
sibship of a three would function more like an older sibling than a younger sibling if they are
closer with their own older sibling than their younger sibling) because that closeness could cause
This study first examined previous literature related to research on sibling position done
by Toman, Bowen, and Sulloway. It explains the use of the positions’ role portraits described by
Gilbert and the Community Leadership Development Measure as measurement tools for
leadership as well as the survey questions used to collect an individual’s sibling position. Data
collection, analyses, discussions, and conclusions drawn, along with implications and ideas for
Theoretical Framework
Bowen family systems theory (also referred to as Bowen theory or family systems
theory) is the theoretical framework behind sibling position and is based on the idea that the
entire family functions as a single emotional unit in a system. Bowen theory is described in terms
of emotional reactivity and reciprocal processes with healthy family systems being characterized
by less emotional reactivity and a better ability to interrupt the reciprocal processes during times
of anxiety. There are eight concepts of Bowen theory: triangles, differentiation of self, nuclear
emotional cutoff, sibling position, and societal emotional process. (Kerr, 2017)
Triangles are used to describe three people in a relationship, the smallest stable unit. A
dyad cannot handle much anxiety before a third person is involved; therefore, everything in
Bowen theory is described in terms of triangles. Triangles tend to have two people linked more
closely, though, leaving one person on the outside looking in. The outside person may work to
get closer to one of the other two and during periods of anxiety between the two close members,
SIBLING POSITION AND LEADERSHIP ABILITIES 12
one may move closer to the outsider creating a new dynamic. During periods are high anxiety,
the outside position may even be the desirable position in order to have distance from the
anxiety. Differentiation, or the development of “self”, is one of the most important factors in the
stability of a triangle. Triangles with highly developed senses of self can weather anxiety while
undifferentiated triangles can be quite volatile. A volatile emotional unit usually plays out in one
child, or emotional distancing. These can eventually lead to cutoff, which can look both like
physical cutoff but also emotional cutoff by avoiding topics that raise anxiety levels. While these
relationships may look “better”, they have, in fact, just ignored the still-present problems. (Kerr,
2017).
Family projection process describes how parents pass along emotional problems to their
children. It is a three-step process: first, the parent anxiously focuses on a child fearing that
something is “wrong: with them. Second, the parent interprets the child’s behavior as a
confirmation of their fears, and they, third, act to “fix” the problem. Constantly needing to “fix”
one child leaves the child dependent (i.e. less differentiated). Other children in the household
who aren’t being anxiously focused on, despite receiving less attention and energy, have a better
grounding in reality and mature into a more differentiated adult. Regardless of intentions, some
siblings in a sibship usually develop a higher level of differentiation while other siblings develop
a lower level. As siblings who have differentiated at different levels have children of their own,
the differences become more and more apparent through generational lines (the more
differentiated child of the more differentiated child… vs the less differentiated child of the less
differentiated child…). These generational differences can have huge impacts on the stability of
The final concept of Bowen theory points out the parallels between families and society,
arguing that many of the same processes (triangles, emotional processes, multigenerational
transmission, etc.) can be applied to explain how a community ranging from a neighborhood to
the whole world copes with challenges and anxieties (Kerr, 2017).
Bowen theory suggests that older siblings may “Assume responsibility easily,” or
“Nurture and care for a group,” or as a “Caretaker, order-giver” while younger siblings “Follow”
or “Do not assume leadership naturally” (Gilbert, 2004). He also suggests that only children may
be “Self-confident, rising to great heights” (Gilbert). Of course, these are all generalizations by
Bowen; he even recognizes that many biologically younger siblings may function and fill the role
of an older sibling, but if these role portraits are supported, there would be implications across
any field that applies Bowen family systems theory in practice to consider sibling position as not
just a concept added as an afterthought by Bowen but as an important aspect of people’s full-self.
Literature Review
The review of literature explores the origins of sibling position in family systems theory
used by Bowen, examines Sulloway’s work on sibling positioning and its evolutionary basis, and
highlights the literature on correlations between sibling position and the Big Five personality
traits. Finally, the review will situate this study in previous literature on sibling position and
Sibling position was not a foundational principle that Bowen relied on in his
conceptualization of family systems theory; in fact, it has its roots in Dr. Walter Toman’s work
on divorce. Toman theorized that since one’s family-of-origin is the first context to learn from,
roles and patterns developed during childhood would sustain throughout a person’s life (Toman,
SIBLING POSITION AND LEADERSHIP ABILITIES 14
1992). Of course, a newborn is not born knowing they are an older and/or younger sibling, but by
the time they have the capacity to understand their position, the other members of the family
have already adapted into their own new positions. Even if an individual were to rebel against
the typology of their position, the rigidity of the family system would encourage them back into
place, solidifying the patterns and ideas they hold about relationships for the rest of their life.
Toman also found that entering into a fulfilling marriage, the new relationship will likely be
affected by both partner’s expectations and notions developed early in life in their sibling
position.
Toman theorized that couples with complimentary sibling positions would produce
happier, longer-lasting relationships, while couples with conflicting sibling positions would end
more frequently in divorce (Toman, 1992). Complementary sibling positions would be an older
sibling marrying a younger sibling, while a non-complementary sibling position marriage would
be two oldest or two youngest siblings marrying. His research found that couples whose sibling
positions are complementary or were divorced significantly less than couples with
non-complementary sibling positions across a host of experiments (p = <0.001, <0.001, & <0.05)
(Toman). Furthermore, of couples who did divorce, the marriages of former couples with
complimentary sibling positions lasted four years longer than non-complementary couples.
Moreover, of children whose parents had never married, significantly more of the parent-sets had
at least one only sibling than not (p = <0.001); Toman theorized only children were less
successful in marriage because they had not grown up living with peers in their family-of-origin.
Limitations in Toman One significant limitation of Toman’s work that is also present in
Bowen family systems theory is the great heteronormative and cis-normative expectations.
Toman believed same-sex relationships were “shallow and eccentric” and divided sibling
SIBLING POSITION AND LEADERSHIP ABILITIES 15
position not just by rank but by sex as well (1992). A complementary marriage could not just be
between an oldest and youngest sibling, it needed to be between an oldest son and a youngest
daughter or an oldest daughter and a youngest son. Seeing as same-sex relationships have been
reported as more satisfying for both parties than different-sex relationships and that for many
people gender is not expressed in a binary, this part of Toman’s proposed sibling position has
Born to Rebel
One of the leading researchers on sibling position after Bowen integrated it into his
theory was Dr. Frank J. Sulloway. Most of his research was on rebellion and parts of the Big Five
neuroticism. He found that younger siblings were more open to new experiences and were more
rebellious (Sulloway, 1996). In fact, he found that younger siblings are 18 times as likely to
support a radical political revolution, such as the French Revolution or evolution. Alternatively,
he found that older siblings were more assertive, self-confident, and conservative; older siblings
were disproportionately found to win Nobel prizes or serve as world leaders, for example
(Sulloway). One interesting way that this plays out is in the United States Supreme Court;
Democratic presidents nominate mostly younger siblings to serve on the court to lead change
while Republican presidents nominate justices who are the oldest sibling who hold the status quo
(Sulloway).
Sulloway theorized that many of these differences in sibling position stem from Darwin’s
theory of evolution (Sulloway, 1996). Siblings are constantly competing amongst one another for
the attention and validation from their parents, so each additional sibling has a “cost” of a
proportion of the parent’s attention. Older siblings are more likely to identify with authority
SIBLING POSITION AND LEADERSHIP ABILITIES 16
because they are often put into positions of power in the sibship. They use their size and
experience advantage on younger siblings to defend those positions of power, trying to minimize
the “cost” of having siblings by dominating and outperforming them (Sulloway). This leaves
younger siblings without as much power, though, encouraging them to challenge the status quo
and try new things. In other words, their openness to experience comes from a need to find a
One interesting note of difference between Toman’s findings on sibling position and
Sulloway’s is their theory for who would make a complementary marriage. Toman believed that
opposite sibling positions worked best in a romantic relationship; however, Sulloway felt that
relationships were best when the two individuals were of the same sibling position (Sulloway,
1996; Toman, 1992). This is because he believed that a clash between authority-aligned older
siblings and rebellious younger siblings would occur in a relationship. He supported this with
multiple historical examples, including, the English King Henry VIII got along significantly
better with wives that were also first-borns and didn’t question his authority or members of the
Sulloway was not the only researcher to study the Big Five personality traits. In fact, a
wealth of research has been conducted since his publication in order to support or reject his
findings. Supporting Sulloway’s hypothesis, most of the studies that examined openness to
experience found that younger siblings were more open than their oldest siblings (Healy & Ellis,
2007; Jefferson et al., 1998; Paulhus et al., 1999; Rohde et al., 2003; Salmon & Daly, 1998;
Zweigenhaft, 2002; Zweigenhaft & von Ammon, 2000). More specifically, some studies have
shown support that younger siblings are more liberal and rebellious, like Sulloway’s findings, but
SIBLING POSITION AND LEADERSHIP ABILITIES 17
also more likely to use marijuana or engage in civil disobedience (Paulhus et al., Rohde et al.,
Zweigenhaft, Zweigenhaft & von Ammon). Younger siblings were also found to be more
agreeable than their older counterparts in past literature (Jefferson et al., Marini & Kurtz, 2001;
Michalski & Shackelford, 2002; Paulhus et al., Saroglou & Fiasse). Specifically, younger
siblings were found to be more altruistic and tender-minded in a number of studies (Jefferson et
al., Saroglou & Fiasse). Altruism would seem to align with younger siblings’ desire to change
the world when political systems fail, and tender-mindedness could play a role alongside their
siblings (Black et al., 2018; Damian & Roberts, 2015; Paulhus et al., 1999). As with openness to
experience (Beer & Horn, 2001; Bleske-Rechek et al., 2015; Dunkel et al., 2009; Jefferson et al.,
1998; Marini & Kurtz, 2011) and agreeableness (Beer & Horn, Bleske-Rechek & Kelley, Roher
et al., 2015) there have also been studies that suggest no correlation between sibling position and
conscientiousness (Bleske-Rechek et al., Dunkel et al., Jefferson et al., Marini & Kurtz,
Michalski & Shackelford, 2002; Rohrer et al.); however, when significant findings have been
found, they almost all suggest that older siblings are more conscientious than younger siblings
(Black et al., Damian & Roberts, Paulhus et al.). Furthermore, most of the literature that found
no significance examined all five personality traits and found no significance between any of the
five traits and sibling position, even the traits that Sulloway submitted significant evidence for
(Bleske-Rechek et al., Dunkel et al., Jefferson et al., Marini & Kurtz, Michalski & Shackelford,
Rohrer et al.).
The final two personality traits, extraversion and neuroticism, do not show a consensus
across the literature for a link with sibling position. Most of the literature shows no significance
SIBLING POSITION AND LEADERSHIP ABILITIES 18
at all between sibling position and extraversion (Beer & Horn, 2001; Bleske-Rechek et al., 2015;
Dunkel et al., 2009; Jefferson et al., 1998; Marini & Kurtz, 2011; Paulhus et al., 1999; Rohrer et
al., 2015) or neuroticism; however, the few articles that did find significant results suggested
both older and younger siblings could be stronger on metrics of the two traits (Black et al. 2018;
Damian & Roberts, 2015; Dixon et al., 2008; Jefferson et al.). In fact, one study found
significance in both directions depending on which metric of extraversion that was used (Beck et
al., 2006). This indicates that even if more research was done into these traits, no significant
One further metric that sibling position has been studied with that relates to Sulloway’s
research is closeness to family. Multiple studies have found that middle siblings are the least
connected to their family and their parents (Rohde et al., 2003; Salmon & Daly, 1998). One study
also found the oldest sibling to be the most connected to their family, which is in line with
Sulloway’s predictions about older siblings aligning themselves with power structures and
Fewer studies have focused on the concept of leadership as its correlation with sibling
position, and the few that have mostly examined leadership as an achievement or position instead
of as a skill. Most studies that have examined the correlation between sibling position and
leadership do so through a lens of economic or political leadership positions (Black et al., 2018;
Custódio & Siegel, 2020; Grinberg, 2015; Oskarsson et al., 2021). Oldest siblings are more
likely to run for political candidacy, be a top candidate, and be elected to office, supporting
Sulloway’s historical evidence (Oskarsson et al., 2021). These effects were seen between
Oldest siblings are also more likely to be CEOs and in jobs requiring leadership skills
(Black et al., 2018; Custódio & Siegel, 2020). In a population of CEOs where 30 percent of the
sample was expected to be an oldest sibling (taking into account the diverse sibship sizes), 45
percent of CEOs were actually the oldest (Custódio & Siegel). Not only was this found in family
firms where 60 percent of CEOs were oldest siblings (33 percent expected), but this trend was
also seen in non-family firms where oldest siblings were CEOs 12 percentage points more often
than expected. Interestingly, this final figure is driven more by non-founder CEOs than
firm-founding CEOs, indicating that it is not a gap in entrepreneurial or creative skill but rather
that older children have better experience with leadership once a company is ready to move
beyond their founding CEO (Custódio & Siegel). Even at a less intense scale, oldest children are
2.51 percentage points more likely to be managers across all levels of industry, with this number
jumping to 5.6 percentage points in low-income families. However, the authors argued that
resource dilution in large families, rather than sibling position, was a better explanation for these
differences (Grinberg, 2015). Another study found older siblings to be 28 percent more likely to
One study that found that older siblings were more likely to be CEOs than younger
siblings also measured some “non-cognitive abilities” that would be important to understanding
leadership as a skill rather than a title or position one can earn (Black et al., 2018). Non-cognitive
abilities included emotional stability, persistence, social outgoingness, the willingness to assume
responsibility, and the ability to take initiative. Oldest siblings scored 0.20 standard deviations
higher than younger siblings on measures of non-cognitive abilities; controlling for cognitive
abilities did not have a significant effect on narrowing that gap either (Black et al.).
SIBLING POSITION AND LEADERSHIP ABILITIES 20
However, a single study with a small sample size has found no statistically significant
difference between birth order and leadership styles using the Multifactor Leadership
Questionnaire. In fact, in further analyses, they even found younger borns to be identified as the
leaders of newly formed groups nearly twice as often (Tricarichi & Jalajas, 2019). This is a
For being both an important part of Toman’s and Sulloway’s theories on sibling position,
leadership has been sparsely studied. Toman described older siblings with words such as
“leader,” “responsible,” “protective,” and “caring,” while not using any comparable words for
younger siblings (Toman, 1992). When it is studied, leadership is mostly measured through
external positions (elected positions, industry executives, etc.) (Black et al., 2018; Custódio &
Siegel, 2020; Grinberg, 2015; Oskarsson et al., 2021); however, being elected, appointed, or
hired does not make someone good at leadership. Similarly, being a strong leader in politics or
business does not make someone a strong leader overall or in their personal life. Leadership is a
skill and one that is incredibly multifaceted. Non-cognitive abilities was a good start to
important to generalizing leadership to a skill that someone might excel in. Furthermore, there
described by Dr. Roberta Gilbert that have not been specifically studied (2004). Because they are
included in Bowen theory, they are used in the sibling position framework used in applied family
systems work, yet no empirical studies have been done to verify the role portraits’ accuracy.
A final piece of the literature that has not been studied is the effect that different family
structures have on leadership (or almost any other trait). Most of the past literature only accepted
SIBLING POSITION AND LEADERSHIP ABILITIES 21
responses from participants if they had biological siblings they were raised with. This discounts
the experiences of many people who have step-siblings, half-siblings, adopted siblings, etc. This
is particularly significant as the number of blended families rises. Moreover, most of the
literature has disqualified participants if they are twins. Most of the literature has also focused on
“birth order” (which explains the disqualification of non-biological and twin siblings), so only
children are also left out. However, an only child is still an important sibling position described
by Bowen and one that millions of people fill in the United States. Studying only participants
with siblings who are non-twin biological siblings is not fairly generalizable to the entire U.S and
Methods
In this section, the participants, procedures, measures, and analyses are described to
Recruitment
Participants were recruited using non-probability, convenience sampling via classes at the
University of North Carolina at Chapel Hill (UNC), through courses connected to researchers,
and other courses connected to family studies and psychology. Some professors who assisted in
recruitment offered extra credit as incentive for participation. Recruitment also took place
through social media, such as Instagram and Facebook. Participants had the option to enter a
drawing for a $25 Visa gift card at the end of the survey by entering their email address as a
participation incentive. Any adult (18 and older) with the ability to comprehend English was
eligible to participate in this study. Exclusion criteria included being a minor (17 or under) and
being unable to read or comprehend English. Participants were asked to report their age,
race/ethnicity, gender, and sexual orientation; however, responses were not required. As
SIBLING POSITION AND LEADERSHIP ABILITIES 22
recruitment proceeded, no upper limits on sample size were imposed; however, a power analysis
was conducted and determined 280 was the minimum sample size needed to detect an effect in
data. More individuals participating made for more accurate mean values and reduced the risk of
Procedures
The survey was accessed via a link and QR code and presented to participants
computer. When participants opened the survey, they were first directed to an informed consent
page, which they could give before continuing on to the rest of the survey. Participants who did
not consent were exited from the survey. Participants who gave informed consent were directed
to the rest of the survey. During pilot testing, the survey took an average of about 3 minutes to
complete, and participants were told the survey would take an average of 5-10 minutes before
In the second section of the survey, participants were presented with an inventory about
leadership in a Bowenian context (attached as Figure A1). There were twelve leadership items,
and participants responded to them utilizing a four-point Likert scale ranging from “strongly
disagree” to “strongly agree”. This measure was created for use in this survey in order to
Author-created measurements may inflate effect sizes, even in studies with multiple measures.
The third section of the survey included a leadership inventory: The Community
Leadership Development Measure (CLDM; attached as Figure A2; 1997). Responses were
recorded utilizing another nine-item, five-point Likert scale, ranging from “Very poor” to “Very
good”. The CLDM was chosen because the questions the inventory included reflected values
SIBLING POSITION AND LEADERSHIP ABILITIES 23
important to this study. There are a number of ways to measure leadership; previous literature
has measured it through occupational statistics primarily, so this study sought to focus on internal
processes that contribute to leadership. The CLDM aligned with this focus closely.
In the final section, participants were directed to demographic information, which was
gathered last to reduce priming. Participants started by answering questions about their age,
race/ethnicity, gender, and sexual orientation before answering questions about their family
structure. No question was a forced response, so participants could choose to leave any question
they are uncomfortable answering blank. “Prefer not to respond” was also an option given for
every demographic question. Questions that aimed to understand the participant’s family
structure included selecting the number of siblings they have (younger and older), listing the
number of years younger/older their sibling(s) are, indicating the sibling they feel closest with,
Data Safety. After completing the survey, participants had the option to share their email
address to be entered into the drawing for one of two $25 Visa gift cards. At the end of the
survey, they were thanked for their time and provided information for mental health resources
(e.g. NAMI) should they feel distressed having processed the survey content. They could also
opt to enter their email if they were interested in being sent a copy of the study results after the
study’s conclusion; viewing the study’s results may have offered benefits to participants. After
data was collected, it was imported into SPSS; email addresses were separated from completed
response data to keep responses anonymous. Responses and emails were both protected in
password-protected files. An online name picking generator selected the email addresses of
participants who were the winners of the gift card drawing. They were contacted using their
Measures
The independent variable in this study was the participant’s sibling position (oldest,
youngest, middle, or only); position was determined through the list of siblings they indicated.
Among middle siblings, tests were conducted to assess the significance between leadership and
the sibling position of the sibling the participant was closest with. The dependent variables were
measures of leadership, both in a Bowenian context and through the CLDM. Age, race/ethnicity,
gender, sexual orientation, and sibship size (determined using the number of siblings the
participant lists) were examined in the model as potential moderating variables. A final important
potential moderating variable that was indirectly measured is the age gap between the participant
Leadership measures were formatted using Likert scales; the means of each item as well
as a composite score that is calculated using the overall mean for each inventory were calculated.
A high score on any single item indicated higher leadership abilities in that area while a high
score on the composite score indicated higher overall leadership abilities (this was an important
distinction because leadership is so multifaceted and sibling positions could have had strengths
in different subscores of leadership). Cronbach's alpha was calculated for the Bowenian traits to
measure their reliability and that they are measuring the same construct. The accepted reliability
measure will be minimally 0.6 to show internal consistency as this is the standard acceptable
minimum.
Analysis
Power analyses were completed in G*Power in order to determine the minimum sample
size needed to see significant effects from data. One suggested a sample size for a one-way,
omnibus ANOVA between sibling position and leadership measures and a second suggested a
SIBLING POSITION AND LEADERSHIP ABILITIES 25
sample size for an ANCOVA that included both main effects and interactions with other
variables. The power analyses were not able to take into account measurement error, though.
Using SPSS, ANOVAs and post hocs (as needed) were run to determine if there were
statistically significant differences between the sibling positions on the overall means of both
inventories. If there were statistically significant differences between any of the sibling positions,
then further ANOVAs were conducted within that sibling position using the age gap between the
participants and their nearest sibling to determine if the differences are driven by siblings closer
or further apart in age (e.g. if older siblings score significantly higher on the overall CLDM
inventory, ANOVAs would be conducted to see if that result is driven more by either slightly
older or much older siblings). Significant results would have indicated that sibling positions have
higher or lower leadership abilities while insignificant results would have indicated that
Results
Analysis was done in three parts. Firstly, power analyses were conducted before data
collection began, and immediately after data collection ended, and a correlation test between the
preexisting inventory and the Bowenian inventory that was created for this study was conducted.
The second part centered around tests for variance between different sibling positions on
measures of leadership. Finally, the third part of analysis consisted of correlation tests between
A correlation test was conducted between the established CLDM and the newly created
Bowenian leadership inventory. This was done to ensure that the two inventories were measuring
the same construct without measuring the exact same thing (which would create redundancy).
SIBLING POSITION AND LEADERSHIP ABILITIES 26
The correlation test returned a significant result (p = <0.001) with a correlation of 0.588. A 58.8
percent correlation indicates that the Bowenian inventory is a successful measure of leadership
without too closely overlapping with the CLDM. With that indication, analysis of sibling
Participants
For the ANOVAs that will serve as the base for the later analysis, the power analysis to
determine the target sample size the study would aim for indicated that this survey would need
280 participants when the power is set to 0.95 and the estimated effect size to be 0.25 for 4
groups (oldest sibling, youngest sibling, middle sibling, and only child).
After data collection ended, there were 746 responses. The vast majority of the sample
half of respondents were 22 or younger (55.09 percent) while only 6.43 percent were “retirement
age” (65+; see Figure B1). The sample was also heavily skewed toward people who identified as
women; 83.93 percent of participants identified as women while 13.10 percent identified as a
man (the remaining 2.97 percent either preferred not to respond, self-described, or identified as
another gender; see Figure B2). Over 80 percent of participants were white; however, the second
most-prevalent race/ethnicity selected was Asian (8.58 percent) which was surprising (see Figure
B3). The final demographic measured was sexuality, which indicated that most participants
identified as heterosexual (78.02 percent) with a largre swath of the remaining participants
Participants were studied within their sibling position (oldest, youngest, middle, or only).
The mix of sibling positions was relatively well balanced: of the participants, 42.20 percent were
oldest siblings, 31.97 percent were youngest, 18.11 were middle, and 7.72 percent were only
SIBLING POSITION AND LEADERSHIP ABILITIES 27
children (see Figure C1). Participants were raised with an average of 1.93 younger siblings (SD
= 1.05) with the closest in age being an average of 5.45 years younger (SD = 2.67; see figure
C2). There were slightly more older siblings (M = 2.36; SD = 1.47) whose gap in age was
Two Analyses of Variance (ANOVAs) and two univariate linear models were conducted
between the four different sibling positions (Older sibling, younger sibling, middle sibling, and
only child) on the results from the leadership inventories. One ANOVA was run per inventory
that included just sibling position as the fixed variable while a univariate linear model that
included additional covariates, such as age, race/ethnicity, gender, sexuality, and sibship size was
conducted afterward.
CLDM Fixed-Variable-Only ANOVA The result of the ANOVA that compared sibling
positions on measures of leadership using the CLDM without other covariates was statistically
significant (p = <0.001; see Table D1). This indicates the leadership ability of at least one sibling
position was different from another. A Tukey HSD test was subsequently conducted to determine
where position(s) differed The post-hoc analysis indicated there was a statistical difference
between oldest siblings and youngest siblings (p = <0.001) and oldest siblings and middle
siblings (p = 0.016; see Table D2). This test indicates that first-borns rate higher on leadership
ability than all later-borns (but not necessarily only children) using the Community Leadership
Development Measure.
compared sibling positions on measures of Bowenian leadership without other covariates was
also statistically significant (p = <0.001; see Table D1). This indicates that the leadership ability
SIBLING POSITION AND LEADERSHIP ABILITIES 28
of at least one sibling position was different from another. Another Tukey HSD test was
conducted to determine where differences existed. The Tukey HSD once again found statistically
significant differences between oldest siblings and youngest siblings (p = <0.001) and oldest
CLDM Fixed-Variable with Covariates Model This univariate linear model repeated
the first ANOVA; however, it also added in covariates, such as age, race/ethnicity, gender,
sexuality, and sibship size to determine if the significant results front the first ANOVA were
driven by sibling position or by one of these covariates. The results of this model were also
statistically significant (p = <0.001; see Table D3). Two variables specifically returned
significant results: sexuality (p = 0.002) and sibling position (p = <0.001), which indicates that
both sexuality and sibling position drove the results seen in the previous ANOVA (participants
who identified as a sexuality other than heterosexual, homosexual, or bisexual scored lower on
the CLDM (M = 3.61), and while the other three categories were all grouped much closer
particpants (M = 3.78, 3.81, 3.83 respectively). Race/ethnicity was nearly significant but,
technically, was not quite (p = 0.053). This model supports the differences between sibling
also took into account age, race, ethnicity, gender, sexuality, and sibship size as covariates to
determine what variables (sibling position or otherwise) were correlated with the significant
results in the second ANOVA conducted above. Unsurprisingly, this model also returned
statistically significant results (p = <0.001) and was correlated with age (p = <0.001) and sibling
position (p = <0.001; see Table D4). Surprisingly, age was negatively correlated to the mean
SIBLING POSITION AND LEADERSHIP ABILITIES 29
value of participants from the Bowenian inventory. Race/ethnicity and sexuality were both nearly
significant but neither reached the necessary threshold (0.060 and 0.065 respectively). This
indicates that the differences seen in the previous ANOVA about Bowenian leadership were
specifically correlated with participants’ age and sibling position, supporting the study’s
hypothesis.
In this section of the analysis, correlation tests were run within individual sibling groups
that returned a significant relationship in either of the previous ANOVAs (i.e. oldest sibling,
youngest sibling, and middle sibling) between aspects of their sibling makeup, such as the
sibship size or the age of their closest sibling in age, and the leadership inventories. Because
previous analyses indicate that oldest siblings are better leaders than their younger counterparts
through both of the leadership measures, it would be important to know if that difference is
correlated with the general oldest sibling or by specific kinds of oldest siblings (e.g. oldest
siblings with lots of younger siblings or oldest siblings with siblings only many years younger
Regression Models of Oldest Siblings Results were filtered by sibling type, and simple
linear regression models were applied to oldest siblings on measures of both leadership
inventories. The leadership inventories were modeled against the number of younger siblings
they had and the number of years younger their closest-in-age sibling was. There was no
statistically significant interaction using the CLDM inventory (p = 0.467; adjusted r2 = -0.002).
Even after examining each of the two sibling variables as partial correlation, neither was
After running the regression model against results from the Bowenian inventory, the
correlation was not statistically significant (p = 0.095; adjusted r2 = 0.010); however, the number
of years younger the closest-in-age siblings were was nearly significant when considered on as a
partial correlation (p = 0.072; b = -0.017; see Figure E1) (number of younger siblings was not
significant either, p = 0.182). This indicates that, largely, the sibship makeup does not affect how
well oldest siblings lead, except, perhaps, that an oldest sibling whose closest-in-age sibling is
just slightly younger is a better leader in a Bowenian context than an oldest sibling whose
Regression Models of Youngest Siblings Results were filtered by sibling type, and
simple linear regression models were applied to youngest siblings on measures of both
leadership inventories. The inventories were modeled against the number of older siblings the
participants listed and the number of years older their closest-in-age sibling was. When modeled
against the CLDM, the partial correlations were statistically insignificant (number of older
sibling, p = 0.110; age of closest sibling, p = 0.205); however, in the regression that models both
of them together, the correlation is still not significant but is nearly significant (p = 0.079;
adjusted r2 = 0.016).
After running the regression model against results from the Bowenian inventory, the
correlation was statistically significant (p = 0.047; adjusted r2 = 0.021). When the sibship
makeup variables were compared individually, the significant effect was found to be largely
driven by the partial correlation of the age gap of their closest sibling (p = 0.014) and not the
partial correlation of the number of older siblings they had (p = 0.879; see Figure E2). This
indicates that sibship makeup does affect how well a younger sibling leads, specifically the
number of years older their next oldest sibling is to them in a Bowenian context. Younger
SIBLING POSITION AND LEADERSHIP ABILITIES 31
siblings with much older sibling(s) had a higher Bowenian leadership score than younger
Analysis of Middle Siblings Results were filtered to middle siblings. Two ANOVAs
were conducted using the leadership inventories as the dependent measures for both while using
the ratio of older siblings to younger siblings and the sibling they feel closest to (an older sibling,
a younger sibling, or a twin) as the factors for analysis. No significant findings were found for
either measures using the CLDM (p = 0.934 and adjusted r2 = -0.023; p = 0.875 and p = 0.808
when just looking at the partial correlation sof the sibling ratio and closest feeling sibling
respectively) or the Bowenian inventory (p = 0.866 and adjusted r2 = -0.020; p = 0.667 and p =
0.764 when just looking at the partial correlation of sibling ratio and closest feeling sibling
respectively). This indicates that the leadership scores for middle siblings are, at least, not
different depending on if they have more older vs younger siblings or if they are closer to an
Discussion
The findings from this study supported the original hypothesis that leadership
characteristics differed significantly between sibling positions. This was indicated by significant
findings using both leadership inventories. In both instances, first-borns scored statistically
higher on leadership characteristics than middle-borns and last-borns. This supports previous
literature that first-borns are the best leaders (Black et al., 2018; Custódio & Siegel, 2020;
Oskarsson et al., 2021). This could be explained by the additional responsibilities placed on
first-borns and their frequent parentification, the developmentally inappropriate expectation for a
child to function as a parent when ingrained in a highly stressed family system (McMahon &
Luthar, 2010).
SIBLING POSITION AND LEADERSHIP ABILITIES 32
While the difference between middle-born and last-born siblings was not statistically
significant, the difference in significance between the two sibling positions and their oldest
sibling counterparts indicates that last-borns have the fewest leadership characteristics. This ran
contrary to the findings about the youngest siblings of Tricarichi & Jalajas (2019), which
indicated that younger siblings are identified as leadership more often than middle-born siblings
(and first-borns). Perhaps rates of parentification decrease with birth order due to age (which
would mean that youngest siblings experience the least amount of parentification); however,
parentification of first borns against later-borns without specifically examining the differences
within later-born sibling positions (McMahon & Luthar, 2010). This could be an important area
Only children’s leadership characteristics were not particularly different from other
sibling positions in this survey. The data mean for each of the inventories was closest to the mean
of oldest siblings, but the sample consisted of fewer only children than any other position.
Perhaps with a greater sample of only children, statistically significant differences would have
appeared that aligned only children with first-borns with higher leadership scores than middle- or
last-borns. Bowen would suggest that this is because only children structure a lot of their
relationships around older peers/adults and have a great deal of self-confidence (Gilbert, 2004).
No previous literature had ever included only children as a sibling position studied in this
context.
The secondary purpose of this study was to examine what sibship characteristics might be
correlated with differences within each sibling position, such as sibship size or the age of their
closest-in-age sibling. Grinberg (2015) argued that first-born’s advantage in leadership was due
SIBLING POSITION AND LEADERSHIP ABILITIES 33
to resource dilution in families with large sibships; however, this study did not support this
theory because sibship size had no statistically significant impact on leadership scores of
first-born siblings. However, the results of these analyses indicate that oldest siblings with much
younger siblings may have weaker leadership characteristics, but the significance level was not
correlation to a model with both the number of older siblings they had and the number of years
older their closest-in-age sibling was; however, this result was driven almost exclusively by the
age difference of their closest sibling (which again disputes the findings of Grinberg (2015) that
indicated that differences in leadership were due to sibship size). This indicates that youngest
siblings with much older siblings have stronger leadership characteristics. These two findings
would complement each other: older siblings are better leaders with a younger sibling close in
age to lead while the youngest siblings are better leaders when they only have older sibling(s)
that aren’t close in age. This finding was consistent in families regardless of the number of
siblings in a sibship.
Sibship characteristics did not affect middle siblings in any statistically significant
manner. No previous literature has examined middle siblings specifically for factors that affect
The overall findings of this study supported a lot of Bowen’s conceptualization of sibling
position and leadership in family systems theory. For example, Bowen theorized that older
siblings “Assume responsibility easily, nurtures and cares for a group,” and serve as a “caretaker,
order-giver” (Gilbert, 2005). First-borns having statistically higher means than their later-born
siblings supports these claims. These are significant findings within the field of family systems
SIBLING POSITION AND LEADERSHIP ABILITIES 34
because it gives greater context for the way individuals operate. It indicates who, generally
speaking, might be more likely to step up as a leader in a family system when one is needed.
This has implications within family life education, marriage and family therapy, and in any field
This study was largely successful in testing its hypothesis, but a few research limitations
are important to address. The inventories used could use some further validation. The Bowenian
inventory was author-created, which has been known to inflate effect sizes. Additionally, there is
not external validity from this inventory since it was author-created. Moreover, the Community
Leadership Development Measure is not an often used leadership inventory. It was selected
because it measured specific leadership skills the author found important to understand.
measurements (i.e. who are the CEOs or managers in industry), but the CLDM measured internal
traits that would contribute to leadership ability. This is valuable because it is not measuring
external results but rather internal characteristics that may (or may not) lead to tangible, external
results. That said, because few other studies have used it, there is not high external validity in
this inventory either. Future studies might use a more common leadership inventory with higher
This survey also disproportionately surveyed young adults because they were an easy
sample of convenience. More than half of respondents were between 18 and 25 with very few
respondents of retirement age. This affects the generalizability of this study; the findings above
about sibling position may hold true across all generations (especially since some data was
collected from every every living generation), but an argument could be made that results from
SIBLING POSITION AND LEADERSHIP ABILITIES 35
young adults are too large a proportion of participants to be generalizable to the public at-large.
This survey did not ask about participant’s level of education, but since many college students
were surveyed, understanding whether these findings were generalizable to people with any
system theory. There is some evidence that Bowenian concepts like family fusion and family
differentiation are valued and expressed differently across cultures (Rothbaum et al., 2004). For
example, the concept of family enmeshment was considered dysfunctional and indicative of
lower levels of differentiation. However, in Japan, there is less focus on differentiation as being
valuable for development (Rothbaum et al.). Therefore, this study’s implications may be more
applicable in the context of Western cultures that tend to value individualism over collectivism.
Further research could study the differences in siblings’ affect on leadership (in a way other than
Minors were excluded from this study, thus no projections can be made about when these
patterns in sibling position leadership characteristics might begin to appear. They may be present
from a very young age, emerge in adolescence, or appear only after some separation from their
sibling as an adult. Further research might explore when these differences in leadership appear in
sibling positions to better understand how quickly siblings affect one another’s leadership.
More research needs to be conducted on middle siblings and only children about
leadership. Only children, in particular, are often a forgotten sibling position (and also serve as
an interesting control group). Understanding how the lack of a sibling may affect leadership is
arguably as important as understanding how the type of sibling does. Furthermore, when studied,
SIBLING POSITION AND LEADERSHIP ABILITIES 36
middle siblings are studied almost exclusively for their relationship to oldest or youngest
siblings. It would be important, going forward, for future studies to explore some of the
mechanisms that explain why middle siblings lead in the way they do (such as the correlation the
leadership of oldest and youngest siblings have with the age of their closest sibling).
This study could have improved its analysis of sibship characteristics for middle siblings
by changing from a ratio of oldest siblings to youngest siblings to the difference between the
two. Because the ratio was not linear (if a participant had more older siblings, their ratio could be
any number between 1 and infinity, but if they had more younger siblings, their ratio could only
be between 0 and 1.), this was not an effective analytical tool. The difference between the
number of older and younger siblings would give a much fairer linear correlation. Analysis using
a ratio was initially chosen because it would not be affected by sibship size (sibships of 4 and of
10 could both have a 2:1 ratio), so future research should attempt to analyze middle sibling’s
specific place in the birth order in a way that doesn’t discount having more older or younger
Finally, this study did not deeply explore how these findings might look different in a
variety of family structures. Participants were allowed to self-select any sibling they felt counted,
regardless of the “type.” Future research should focus on how leadership characteristics might be
siblings one wasn’t raised with, or even extremely close friends that might be considered “part of
the family.” Interesting findings about the effect of these siblings might be found to be different
depending on how when they came into a participant’s life or how many years they lived
together. Each of these types of sibling could provide greater insight into the overall effect that
There are a few implications for the results of this survey. Anybody who does extensive
work within the human development field would benefit from integrating the results of this
finding. For example, school counselors might use the information to influence the kind of
careers they are suggesting to students. Teachers might consider this when choosing leaders
within groups. Family therapists could better integrate information about the leadership potential
of siblings positions within Bowen theory into their care for families. Parents who want to better
understand their children and the way they interact inside and outside the family unit would
benefit from understanding the general leadership findings of each sibling position.
SIBLING POSITION AND LEADERSHIP ABILITIES 38
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SIBLING POSITION AND LEADERSHIP ABILITIES 44
Appendix A
Leadership Inventories
Appendix B
Demographic Visualizations
Appendix C
Sibling Distributions
Appendix D
Visualizations of Variance
Table D1: Analysis of Variance between Sibling Positions on Bowenian Leadership (Q15 Mean)
Table D2: Tukey HSD Test between Sibling Positions on Bowenian Leadership (Q15) and the
CLDM (Q11)
SIBLING POSITION AND LEADERSHIP ABILITIES 54
Table D3: Analysis of Covariate Variance between Sibling Positions on the CLDM (Q11 Mean)
Table D4: Analysis of Covariate Variance between Sibling Positions on Bowenian Leadership
(Q15 Mean)
SIBLING POSITION AND LEADERSHIP ABILITIES 55
Appendix E
Figure E1: Partial Regression Plot of Oldest Siblings of Years Between Closest-in-Age Sibling
Figure E2: Partial Regression Plot of Youngest Siblings of Years Between Closest-in-Age