Chapter 7
Values and Well-Being

LILACH SAGIV, SONIA ROCCAS AND SHANI OPPENHEIM-WELLER

Authors' Note. This project was supported by a grant to the first author from the Recanati Fund of the School of Business Administration at the Hebrew University.

Personal values are abstract desirable goals that guide individuals throughout their lives (e.g., Kluckhohn, 1951; Rohan, 2000; Rokeach, 1973; Schwartz, 1992). People tend to be very satisfied with their values. They perceive them as close to their ideal and ought selves and do not wish to change them (Roccas, Sagiv, Oppenheim, Elster, & Gal, 2014). Values are intimately linked to well-being: It is sufficient to think about one's values in order to increase a sense of “self-integrity” (Steele, 1988). When people think about their values, they feel that they are competent and moral (e.g., Koole, Smeets, van Knippenberg, & Dijksterhuis, 1999). Thinking about one's important values improves coping with stress, reduces rumination following failure, and increases tolerance for pain (e.g., Branstetter-Rost, Cushing, & Douleh, 2009; for a review, see Sherman & Cohen, 2006). However, people differ in their personal values, and these differences predict a large variety of behaviors, attitudes, and emotions (see reviews in Hitlin & Piliavin, 2004; Maio, 2010; Roccas & Sagiv, 2010). Do people who differ in their values also differ in their well-being? Are some values especially beneficial to happiness and well-being, whereas other values risk harming it? What are the processes that link values and well-being?

Sagiv, Roccas, and Hazan (2004) proposed three perspectives that consider the relationships between values and well-being. The “healthy values” perspective focuses on the content of values, suggesting that endorsing some values is likely to create a positive sense of well-being, whereas endorsing other values may be detrimental for well-being. The “goal-attainment” perspective focuses on the process through which values are linked to well-being, suggesting that the attainment of values—any value—leads to a positive sense of well-being. Finally, the “value congruency” perspective focuses on the context, suggesting that values are likely to lead to well-being when they are congruent with the values that prevail in one's social environment.

In this chapter, we discuss each of the three perspectives, reviewing classic as well as recent research. We expand our discussion to include relevant research that has been conducted in various fields that add to our understanding of the multiple ways through which values are linked to well-being. Finally, we present some practical implications of the three perspectives and discuss the ways in which individuals and society may rely on personal values to contribute to a positive sense of well-being.

The Content Perspective: Healthy and Unhealthy Values

The first perspective regarding the relationships between values and well-being focuses on the content of values, positing that it is the essence of the value itself that determines its positive or negative impact on well-being.

Life Strivings and Well-Being: The Self-Determination Theory Legacy

Drawing on humanistic perspectives, self-determination theory (SDT; Deci & Ryan, 1985, 1991, 2008; Ryan & Deci, 2000; Brown & Ryan, Chapter 9, this volume) asserts that the content of one's life-strivings affects well-being: Values that are derived from intrinsic motives and goals are inherently healthy, in the sense that they are positively associated with well-being, whereas those that are derived from extrinsic motives are inherently unhealthy and might have a negative impact on well-being.

Intrinsic motives express basic psychological needs of autonomy, relatedness, and competence and have the inherent potential to lead to independent satisfaction. They reflect psychological growth and self-actualization needs that are inherently human. Satisfying these needs is therefore a key to well-being. In contrast, extrinsic motives derive from the need to obtain other people's approval, admiration, and praise, and from the need to avoid social censure and punishment. Extrinsic motives or goals usually do not stand for themselves; rather, they are a means to obtain other goals. Striving for these goals might eventually undermine well-being because attempts to pursue them may require activities that involve high stress (Ryan, Koestner, & Deci, 1991) and excessive interpersonal comparisons (Vansteenkiste, Duriez, Simons, & Soenens, 2006).

Research stemming from SDT has provided empirical evidence for the idea that emphasizing intrinsic over extrinsic goals is likely to have a positive effect on well-being and vice versa. In pioneering research pointing to the “dark side of the American dream,” American students reported the importance of their goals. The more importance they attributed to intrinsic goals, the higher was their sense of self-actualization and vitality and the lower the frequency of physical symptoms and depression. In contrast, the higher the importance attributed to extrinsic goals, the lower was the sense of self-actualization and vitality and the higher was the frequency of physical symptoms and anxiety (Kasser & Ryan, 1993, 1996; Kasser, Chapter 6, this volume).

Similar findings were obtained in other studies conducted among students in various cultures. For example, in studies on the aspirations of people from Germany, Russia, and the United States, respondents who were relatively intrinsically oriented in their aspirations reported greater self-actualization and lower anxiety (Ryan et al., 1999; Schmuck, Kasser, & Ryan, 2000). In a study of Singaporean business students, the importance attributed to materialistic aspirations correlated negatively with several indicators of positive well-being and positively with indicators of poor well-being. In contrast, a relative focus on intrinsic aspirations of self-acceptance, affiliation, or community feeling was related to some indicators of positive well-being (Kasser & Ahuvia, 2002). Similarly, among business and education students in Belgium, intrinsic aspirations of growth, affiliation, and contribution to others were positively correlated with subjective well-being, whereas extrinsic aspirations of image, fame, and financial success were negatively correlated with subjective well-being (Vansteenkiste et al., 2006).

Finally, in a series of studies among American students in various universities, Sheldon, Ryan, Deci, and Kasser (2004) asked participants to imagine that they would pursue intrinsic and extrinsic strivings. They found that thinking about an intrinsic goal (autonomy) positively predicted the happiness the participants thought they would feel. The opposite pattern was found for thinking about endorsing extrinsic goals (financial success, fame, and having an attractive image).

Consistent findings were also found in an earlier study that did not draw on the SDT theoretical framework (Emmons, 1991). Using a diary method, students reported their aspirations and several indicators of well-being. The findings indicated that power aspirations were positively correlated with psychological and physical distress and with negative affect, whereas affiliation aspirations were positively correlated with positive affect.

The studies reviewed above investigated a variety of motivations, goals, or values, both intrinsic and extrinsic. Other researchers focused specifically on the effect of holding materialistic values. Materialistic values refer to the importance people attribute to holding material possessions, such as owning expensive homes, and are by definition extrinsic. The extensive studies on the link between materialism and well-being consistently show that materialism is negatively linked to well-being (e.g., for reviews, see Deckop, Jurkiewicz, & Giacalone, 2010; Diener & Seligman, 2004; Solberg, Diener, & Robinson, 2004). The negative link between materialism and well-being is particularly strong in low-income families (Nickerson, Schwarz, Diener, & Kahneman, 2003). Thus, these studies too indicate that holding extrinsic aspirations might be harmful for well-being. In a study that focused on prosocial strivings, pleasure-based prosocial motivation (i.e., intrinsic) was found to be positively correlated with well-being indicators, whereas duty-based prosocial motivation (i.e., extrinsic) yielded the opposite pattern (Gebauer, Riketta, Broemer, & Maio, 2008).

Personal Values and Well-Being

Direct relationships between values and well-being have also been studied within the values research framework. Schwartz's (1992) theory of the content and structure of human values is considered dominant in this field (see Rohan, 2000). Taking a cross-cultural perspective, Schwartz derived 10 distinct value types that represent 10 basic motivations, aspiring to comprehensively represent the motivational goals common across societies (Schwartz, 1992). The conflicts and compatibilities between the values yield a circular structure that can be summarized into two basic conflicts (Schwartz, 1992): self-enhancement versus self-transcendence and openness to change versus conservation. Openness to change values emphasize openness to new experiences: wish for autonomy of thought and action (self-direction) and wish for novelty and excitement (stimulation). These values conflict with conservation values that emphasize preserving the status quo: commitment to past beliefs and customs (tradition), adhering to social norms and expectations (conformity), and preference for stability and safety (security). Self-enhancement values emphasize the pursuit of self-interest by focusing on gaining control over people and resources (power) or by demonstrating ambition, competence, and success (achievement). These values conflict with self-transcendence values that emphasize concern and care for close others (benevolence) or acceptance and tolerance of all people (universalism). The theory has been tested and verified in extensive cross-cultural research (e.g., Davidov, Schmidt, & Schwartz, 2008; Schwartz, 1992; Schwartz & Rubel, 2005; Schwartz & Sagiv, 1995; Spini, 2003).

Drawing on the SDT framework, values can be classified as reflecting either intrinsic or extrinsic strivings. Self-direction and stimulation can be viewed as largely reflecting autonomous needs, universalism and benevolence can be seen as reflecting relatedness, and achievement values reflect competence. The other value types (power, security, conformity, and tradition) can be viewed as expressing extrinsic motivation (see Bilsky & Schwartz, 1994; Sagiv & Schwartz, 2000).

Few studies have considered the direct relationships between values and well-being. Sagiv and Schwartz (2000) examined the relations of the 10 value types to measures of cognitive and affective aspects of well-being. They studied three samples of university students and three adult samples from three cultures: West Germany, the former East Germany, and Israel. Findings were highly consistent both across the three cultural groups and across the two age groups. However, they differed substantially for the cognitive and affective aspects of subjective well-being. Specifically, achievement, self-direction, and stimulation values correlated positively, and tradition conformity and security values correlated negatively, with the affective aspect of well-being. The correlations were relatively weak (r = .25 or weaker) but they were consistent across the six samples. In contrast, there was no evidence for any relations between value priorities and the cognitive aspect of subjective well-being. In a study of American students (Oishi, Diener, Sue, & Lucas, 1999), the importance attributed to achievement and benevolence values did not correlate with subjective well-being in the first part of the study. In the second part of the study, achievement values correlated positively with cognitive and affective subjective well-being. No other value type correlated significantly with any indicator of well-being. Among Turkish students, the cognitive aspect of subjective well-being was positively correlated with emphasizing benevolence, tradition, conformity, and security values, and it was negatively correlated with emphasizing self-direction and stimulation values (Karabati, & Cemalcilar, 2010). Yet a different pattern of correlations was found among students from Iran (Joshanloo & Ghaedi, 2009). The researchers examined the impact of values on four indicators of well-being. Psychological well-being, satisfaction with life, and positive (versus negative) affect yielded similar patterns, correlating positively with achievement and negatively with tradition values. In contrast, social well-being was positively correlated with benevolence and conformity values and negatively correlated with self-direction and power values.

The European Social Survey, conducted among more than 20 European cultures, provides an exceptional opportunity to investigate the relationships between values and well-being. One study (Bobowik, Basabe, Páez, Jiménez, & Bilbao, 2011) examined the simple correlations with values in an ESS sample that combined data from 22 countries in Europe, as well as in three Spanish samples and one sample of immigrants to Spain. The findings were quite consistent across the five samples: positive correlations with self-direction and stimulation values and negative correlations with conformity, tradition, and security values. The correlations, however, were very weak; most of them ranged from –.10 to .10, and none exceeded .17. Taking a different perspective, Sortheix and Lönnqvist (2014) used multilevel analysis to examine data from 25 European countries included in the ESS project. Findings indicate that benevolence and hedonism values were positively correlated with satisfaction with life across all European cultures. For all other values, however, the correlation with well-being depended on the culture in question. We refer to these findings later in this chapter.

Recent studies point to an alternative interpretation of the direct relationships observed between values and well-being. Roccas, Sagiv, Schwartz, and Knafo (2002) found that positive affect was positively correlated with self-direction, stimulation, and universalism and negatively correlated with power and conformity values. However, given the relationships between values and personality traits, the researchers hypothesized and showed that when traits were added to a regression equation predicting positive affect, the impact of values became insignificant. Investigating the relationships of traits, values, and various indicators of well-being, Haslam, Whelan, and Bastian (2009) found similar direct relationships between values and well-being. These relationships were fully mediated, however, by personality traits.

In sum, the healthy values perspective focuses on the content of values and goals, suggesting that they inherently differ in their implications for well-being. Whereas research stemming from SDT provides supporting evidence for this perspective, research using measures of values yields mixed results. Several studies confirm that there are direct relationships between the importance attributed to specific values and well-being. However, findings are not consistent across social contexts, such that in some cases a value is positively related to well-being, whereas in others it might not be related, or even be negatively related to well-being. Furthermore, the findings are not always consistent with the healthy values perspective: Values that express intrinsic, autonomous needs, such as self-direction, were found to be positively correlated with well-being in one study and negatively correlated in another. Finally, the direct relationship between value importance and well-being is generally low, and may be accounted for by confounds with other personality attributes (e.g., traits).

The Process Perspective: Goal Attainment

A second perspective focuses on the process through which values are related to well-being. Researchers in this line of research suggest that well-being is affected by the extent to which people are able to attain the goals, motives, and values that are important to them. The content and the process perspectives differ in their focus: The content perspective focused on what people value, desire, and strive for; the process perspective focuses on the extent to which they can attain what they desire. The two perspectives differ because holding a value does not necessarily imply that one can attain it. For example, attributing high importance to achievement values expresses the motivation to gain personal success by demonstrating competence according to social standards. Individuals can attribute high importance to achievement values, although circumstances do not allow them to fulfill these values.

Researchers in the goal-attainment perspective agree that the more people are able to attain their needs, values, and goals, the higher their well-being (e.g., Oishi et al., 1999; Sheldon & Elliot, 1999). They diverge, however, regarding their position on whether the content of the goals and value matters. Some researchers reason that attainment of any important value or goal is beneficial to well-being, whereas others posit that there are fundamental differences between goals; attaining some goals is beneficial to well-being, whereas attaining others might be detrimental.

A seminal study in the goal-attainment approach examined students' well-being during 23 consecutive days (Oishi et al., 1999). At the beginning of the study, the students reported the importance they attributed to achievement and benevolence values. Each day, students reported how satisfied they were with their achievements and with their social life that day. To measure daily well-being, students were asked each day how good or bad that day was. Consistent with the goal-attainment perspective, participants' daily well-being was directly affected by daily satisfaction with their achievements and with their social lives.

Relations with values were more complex: Well-being did not correlate directly with the importance students attributed to achievement or benevolence values. The role of values became evident, however, when the interaction between values and satisfaction with achievements and social life was examined. Daily satisfaction with achievements was a stronger predictor of daily well-being for those who attributed high importance to achievement values than for those who attributed low importance to these values. Similarly, satisfaction with social life was a stronger predictor of well-being for those who emphasized benevolence values than for those who attributed relatively low importance to these values. Thus, individuals' day-to-day well-being was predicted by the extent to which people felt that they were able to attain their important goals.

Oishi et al. (1999) further examined the moderating role of personal values in the relations between satisfaction with specific life domains and general satisfaction. Participants reported their satisfaction with their grades, family, and social life. Again, the relations between satisfaction with a specific life domain and general satisfaction were moderated by personal values. Satisfaction with grades was a stronger predictor of general satisfaction the more important achievement values were; satisfaction with the family predicted general well-being the more important conformity values were; and satisfaction with social life affected general satisfaction more the more important benevolence values were.

A study distinguishing agentic versus communal needs provide additional support for the contention that the attainment of any value, need, or goal could lead to well-being (Brunstein, Schultheiss, & Grassmann, 1998). At the beginning of a semester, students were classified according to the extent to which they had relatively more agentic versus communal motives. During the semester, the students reported their daily emotional well-being. At the end of the semester, the students reported which goals they had attained during that period of time. Findings indicated that students who attained goals congruent with their main motive were likely to enjoy higher daily emotional well-being. That is, for students with agentic needs, well-being correlated with the attainment of agentic goals, whereas for students with communal needs, well-being correlated with the attainment of communal goals.

Support for the claim that attainment of any value has the potential to benefit well-being was also found in a study focusing on the extent to which people perceive different identities as allowing value attainment (Oppenheim-Weller, Roccas, & Kurman, 2014). The participants were asked to think about some of their important social identities and to indicate how each identity enables them to fulfill a set of values. Social identities provide opportunities and constraints for value fulfillment, hence affecting the extent to which specific values can be fulfilled. By measuring value fulfillment directly (“How much do you feel your x identity allows you to fulfill y?”) the participants were directed to include the environment in which the value is being fulfilled (by directing the participant to focus on a specific identity).

The relations between subjective value fulfillment and well-being were measured in a variety of samples examining different identities: Israeli-Jewish students (examining the Israeli and the student identities), Arab-Israeli students (examining the Arab and the Israeli identities), and Druze adults (examining the Druze, Israeli, and Arab identities). The identities differed in the types of values they facilitated; for example, the student identity was perceived as enabling the fulfillment of self-direction and achievement values. In contrast, the Arab identity and Druze identities were perceived as enabling the fulfillment of conformity and tradition values.

Correlations between subjective value fulfillment and well-being were consistently positive across values and across identities. Even in identities that are controversial in a specific group, such as the Israeli identity for the Arab-Israelis, feelings of value fulfillment were positively related to well-being. A possible implication of these findings is that using the framing of value fulfillment may be useful in helping people feel positivity concerning different identities and helping people notice the positive sides in each identity.

In sum, findings of these studies suggest that attaining important values is likely to benefit well-being—regardless of the value in question. The self-concordance model (Sheldon & Elliot, 1999) presents a different perspective on the relationship of goals attainment and well-being. This model suggests that the extent to which goal satisfaction results in positive well-being depends on whether a goal is self-concordant. Self-concordant goals derive from intrinsic (also termed identified) motives that originate in inherent basic psychological needs. Attainment of these goals is more likely because individuals invest sustained effort in pursuing them. Moreover, their attainment contributes to one's sense of well-being more than attainment of other goals because they originate in inherent basic psychological needs.

Sheldon and Eliot (1999) conducted a longitudinal study among university students. In the beginning of the semester, students reported eight goals they had set for themselves and their motivation to pursue each goal. Three times throughout the semester, respondents reported the amount of effort put into pursuing each goal and the extent of attainment of that goal. Students put more effort into pursuing goals and were more successful in attaining them the more they were self-concordant. Goal attainment led to an experience of psychological need satisfaction, which correlated with improvement in well-being. In addition, goal attainment predicted psychological need satisfaction more, the more concordant were the goals attained. Thus, the type of goal moderated the effect of its attainment on well-being.

Sheldon and Houser-Marko (2001) replicated these findings and showed, in addition, that setting self-concordant goals at the beginning of the semester was related to setting future self-concordant goals, as long as the goals were attained. Thus, in line with the goal-attainment perspective, the self-concordance model suggests that well-being is related to the extent to which people are able to attain their important goals. However, the self-concordance model holds that the effect of value attainment depends on the value in question: Only attaining values that are self-concordant is beneficial to well-being.

Bridging these two views, Carver and Bird (1998) argued that any goal, intrinsic or extrinsic, could be self-concordant. They showed that when materialistic goals of financial success were self-concordant, they led to a positive sense of well-being. Furthermore, when the intrinsic strivings of community involvement were not self-concordant, they correlated negatively with well-being. In other words, they argued that it is the extent of self-concordance—and not the content of strivings—that lead to positive well-being.

In sum, goal attainment is a path through which values could indirectly affect well-being. Researchers differ in their view on the role that the content of values/goals plays in these relationships. Whereas some (e.g., Sheldon & Eliot, 1999; Sheldon et al., 2004) argue and find that it is the attainment of autonomous needs that positively affects well-being, others (e.g., Brunstein et al., 1998; Oishi et al., 1999; Oppenheim-Weller et al., 2014) show that the attainment of any values—including materialistic or conformity values—may be linked to a positive sense of well-being.

Environmental factors may play an important role in goal attainment. Ryan and Deci (2000) noted that whereas the existence of intrinsic motives is independent of environmental context, carrying them out, sustaining them, and enhancing them may well depend on circumstances. In the next section, we present a third perspective for the relations of values and well-being—the person–environment congruency perspective, which focuses on the context, suggesting that well-being is more likely the more people emphasize values that prevail in their social environment.

The Context Perspective: Person–Environment Value Congruency

The two perspectives we discussed so far focus on the individual. A third perspective refers to the interplay between the individual and the social context. For example, in a study of 25 European countries included in the ESS project (Sortheix & Lönnqvist, 2014), the extent of societal socioeconomic development (measured with the Human Development Index [HDI]) interacted with personal values in predicting satisfaction with life. The authors found that the social context affects the relations between values and well-being, such that endorsing achievement values is positively related to well-being in societies with low HDI, where individuals have to strive to satisfy their basic requirements for living, but these values are negatively related to well-being in societies with high HDI, where basic requirements are satisfied and interpersonal relationships are likely to become more relevant to one's happiness.

A growing line of research that focuses on the context as a moderator of relationships between values and well-being investigates the fit between individuals and their social environments. Specifically, researchers posit that congruency between individuals' value hierarchies and the values that prevail in their social environments are beneficial for well-being (e.g., Chatman, 1989; Edwards, 1992; Feather, 1975; Furnham & Bochner, 1986; Segall, 1979). Research on person–environment congruency, or fit, has emerged in various areas of psychology, including social, educational, vocational, and organizational psychology. Most studies investigated the implications and outcomes of these relationships; only a few researchers considered the theoretical mechanisms that underlie and account for these outcomes (Edwards & Cable, 2009). Sagiv and Schwartz (2000) proposed three mechanisms that may explain the process through which person–environment value congruency influences the sense of well-being.

Environmental Affordances

The first mechanism focuses on the affordances for goal attainment. It considers the impact environments in which people operate have on their ability to attain their valued goals. Social environments offer sets of affordances (Gibson, 1979), of functional utilities or possibilities for action. Environments that are congruent with individuals' goals and values afford them with opportunities to attain their important goals, whereas incongruent environments do not provide people with opportunities to act on their values and hence block fulfillment of their important goals. As previously discussed, attainment of the goals underlying one's important values is likely to lead to an experience of a positive sense of well-being. The congruency perspective suggests that any type of important value or goal may lead to positive well-being, providing that it is congruent with the values prevailing in the environment.

Social Sanctions

The second mechanism discussed by Sagiv and Schwartz (2000) focuses on social support. Social support is an important source of positive well-being. Extensive research points to the importance of social support in coping effectively with stressors (for reviews, see Cohen, & Wills, 1985; Uchino, Cacioppo, & Kiecolt-Glaser, 1996). Environments pose sets of expectations regarding the beliefs, values, and behaviors that are normative and desired. These expectations are backed by implicit or explicit sanctions (Getzels, 1969). In consensual environments—where most people share similar value hierarchies—clear messages are likely to be communicated regarding the values that are normative (Holland, 1985; Schneider, 1987; see also Gelfand et al., 2011). People who endorse the values prevailing in such consensual environments are likely to enjoy social support. They are likely to feel that their values are validated and that their opinions are well-founded. In contrast, individuals that express value hierarchies that oppose those prevailing in the environment are likely to experience some form of social sanctions: They may be ignored, ostracized, or punished (Holland & Gottfredson, 1976).

Internal Conflict

Finally, the third mechanism proposed focuses on intraperson consonance. Personal well-being may be undermined by internal value conflict. This may happen when people enter new environments that differ substantially from the environments from which they came (e.g., immigrants to a new society, a person who is the first in their family to attend college). Individuals may internalize values that are advocated by their new environment, although these values may contradict values and goals they have internalized earlier. Consciously emphasizing incompatible sets of values is likely to provoke internal value conflict (Schwartz, 1992; Tetlock, 1986) because by pursing one set of values one necessarily acts in ways incompatible with the opposing set of values.

This mechanism has received support in several studies. For example, Burroughs and Rindfleisch (2002) showed that emphasizing materialism creates tension and threatens well-being only for those who also emphasize values that conflict with materialism, such as religious and family values. Similarly, studies by Emmons (1986) and Emmons and King (1988) found that poor well-being was related to both internal conflict (conceptualized as holding a goal for which attainment blocks the attainment of other goals held important) and ambivalence (conceptualized as a person's feeling that she will be simultaneously happy and unhappy if she attains that goal).

The implications of the congruency between person and environment were studied in various social contexts; employing various conceptualizations, methodologies, and instruments; and studying various outcomes and implications. The person–environment fit is a central framework in organizational research. Numerous studies have investigated the implications of the fit between individuals and their work environment (e.g., organization, job, team, or supervisor). Most of these studies investigated work-related outcomes, such as job satisfaction, organizational commitment, tenure intentions, and performance (for a meta-analysis, see Kristof-Brown, Zimmerman, & Johnson, 2005). Relatively few studies have examined the implications of value congruency on well-being.

Findings of a study focusing on the domains of work and family show that indicators of well-being are correlated with the fit between values (e.g., autonomy, relationships, security) and the extent to which the environment at work or within one's family “supplies” these values—that is, allows for their attainment (Edwards & Rothbard, 1999). In another study, fit between values and the extent to which the environment supplies them negatively predicted somatic complaints and depression, but only when job performance was low (Shaw & Gupta, 2004). Studying employees in six Chinese companies, Yang, Che, and Spector (2008) found that subjective well-being was positively correlated with the fit between striving for promotion and the extent to which the work environment “supplied” affordances for promotion.

These studies all focused on the subjective sense of congruency—the fit between one's values and the perception of the environment as supplying value-related opportunities. Focusing on objective fit, Sagiv and Schwartz (2000) explored the values prevailing in different academic departments. They measured subjective well-being and value priorities of university students who study management or psychology. They postulated that management students are exposed to an environment that promotes and encourages the attainment of power and achievement goals, but blocks the attainment of goals of benevolence and universalism values. This environment differs markedly from the environment in which psychology students study. The latter are exposed to an environment that allows for fulfillment of benevolence and universalism values, but limits or even blocks the attainment of power values. The findings indicated that different values affected students' well-being, depending on the department in which they studied: Emphasizing power values correlated negatively with subjective well-being among psychology students, but it correlated positively among management students. The opposite pattern (although weaker) was found for universalism values.

Taking a similar perspective in studying religious high-school teachers, Ivgi (2003) relied on organizational artifacts (e.g., memos, reward systems, rules, and regulations) to content-analyze the teaching profession and school environment. Ivgi hypothesized and found that satisfaction with life was positively correlated with attributing high importance to benevolence, conformity, and tradition values and low importance to power values.

Other researchers have studied value congruency in other types of social environments. For example, Nickerson et al. (2003) studied families. They found that the negative correlation between materialistic strivings and well-being was stronger the lower the income of the individual's family, and was near zero for individuals from high-income families. That is, when the social environment does not afford individuals with opportunities for financial rewards, striving for such is detrimental for one's well-being.

Another important social environment is the society to which one belongs. Recently, researchers have examined how well-being is related to the congruency between personal values and the values that prevail in the environment. For example, the fit between person and culture with regards to independence versus interdependence positively predicted subjective well-being among Chinese students (Lu, 2006). This finding emerged both when fit was assessed subjectively (by comparing what people reported about themselves to what they reported about their culture) and when fit was assessed objectively (by comparing what people reported about themselves to what their group members reported).

Employing a similar method to assess cultural values, Zilberfeld (2010) investigated person–culture value congruency among ultra-orthodox students in Israel. Compared to the general Israeli society, this group emphasizes embeddedness (versus autonomy; see Schwartz, 1999). Accordingly, Zilberfeld hypothesized that, in that cultural group, subjective well-being will be positively correlated with emphasizing conformity values and negatively correlated with emphasizing self-direction values. The findings supported these hypotheses. As expected, these patterns of relationships did not replicate in a sample of students from the general Jewish society in Israel (the correlations were near zero, in the opposite direction).

Taken together, these studies provide support to the notion that fit between person and the environment leads to positive well-being. Values that are considered unhealthy, such as power, conformity, and tradition, may be positively correlated with subjective well-being, provided that they are emphasized in the environments in which people spend their time.

The congruency perspective may shed light on some of the inconsistency found in the previously discussed studies that investigated direct relationships between values and well-being. For example, person–culture congruency may explain why conformity and security values were found to be negatively correlated with well-being in autonomous, individualistic cultures (e.g., the United States, Germany, Israel) but were found to be positively correlated with well-being in a traditional, collectivistic culture such as Turkey. Person–culture congruency cannot explain all the variation in the relationships between values and well-being (e.g., the correlations among students in Iran had the opposite pattern than among students from Turkey). A deep analysis of the environment, studied in terms of the values, may yield a better understanding of the nature of relations between values and well-being in that environment.

The studies reviewed here focused on only some of the many environments in which individuals spend time. Subjective well-being, however, is likely to be affected by the congruency between personal values and the values prevailing in the individual's family, group of close friends, social community, profession, organization, and many more. Does value congruency with each environment have equal effect on well-being? We reason that the extent to which value congruency with any one environment impacts well-being probably depends on personal and contextual factors. For example, the more important a given environment is for the person's self-identity, the stronger the impact of the congruency with this environment on that person's well-being is likely to be (Sagiv & Schwartz, 2000).

Multiple Paths Toward Happiness

Each of the three perspectives presented in this chapter has practical implications for both individuals and society. By integrating all three views, we may suggest more fine-tuned implications for the role that socialization agents such as parents, educators, counselors, and leaders may play in individuals' striving for happiness.

The healthy values perspective suggests a simple path toward positive well-being: Values and strivings that are intrinsic by nature (e.g., autonomy) are likely to lead to positive well-being because they reflect self-actualization needs that are inherent to human beings. Parents, teachers, leaders, and therapists may all nurture such values and strivings through modeling and reinforcement. Note, however, that external rewards may lead to introjected or internalized goals at best, but they cannot lead to intrinsic motives that are most desired according to the healthy values perspective. Parents and teachers should therefore provide children with circumstances that offer them opportunities to develop intrinsic motives.

Consider for example the case of career counseling. Sagiv (1999) proposed the distinction between two main products that counselors offer their clients: They can provide clients with direct guidance regarding the vocation most suitable to them (a process she named “giving answers”), or they can provide the clients with skills and tools that allow them to make decisions autonomously. Sagiv showed that career counselors judged counseling as more successful the more clients were oriented to search for tools (i.e., they expressed independence, activity, and insightfulness) and the less they were oriented to look for answers (i.e., acted in dependent and passive ways).

Similarly, well-being is not likely to increase when a person adapts competence strivings during therapy because she wants to please her therapist or gain the approval of her parents. Rather, a positive sense of well-being is more likely when therapy provides her with an accepting and supporting environment, where she can find out what her internal motives are and is encouraged to follow them. Correspondingly, parents may serve as models and may encourage and support their children in expressing autonomy or concern for others. Teachers may help students express independence, relatedness, or competence, and they create a learning environment that encourages students to follow their intrinsic motives and goals. Research stemming from the SDT framework has proposed interventions designed to teach and implement the principles of SDT, and hence promote the development of such learning environments (e.g., Assor, Kaplan, Feinberg, & Tal, 2009). Drawing on Schwartz's (1992) theory of values, recent research has proposed a short intervention that increases the importance of benevolence values by means of self-persuasion, without providing false information or external pressure/rewards (Arieli, Grant, & Sagiv, 2014).

A second path toward happiness is suggested by the goal-attainment perspective: According to this view, individuals should fulfill their values and attain their important goals as means for positive well-being. Consider again the example of career counseling. Consistent with the goal-attainment perspective, counselors may focus on helping clients to identify goals that they are likely to successfully attain. To identify such goals, counselors and clients may rely on intelligence and aptitude tests, on simulations, and on clients' successful past experiences. Once such desired and plausible goals have been identified, counselors may encourage clients to focus on these goals and neglect goals that are less probable.

Along these lines, societal agents and institutions may contribute to goal attainment in various ways. Parents, for example, may expose their children to suitable experiences, help them endorse those values that best suit their inner self, and encourage them to fulfill their internal goals. Education systems may be designed to allow students to identify and follow their academic interests, social perspectives, and life aspirations. Counselors or therapists could direct clients to focus on the values they can fulfill in their multiple identities and to emphasize the positive aspects of each identity. Focusing on value fulfillment can shape the perception of social identities, such that identities that are perceived mostly as restricting and impairing could become more appealing. Thus, for example, teachers could increase their personal sense of well-being by thinking about their profession as providing opportunities to promote the welfare of children (i.e., fulfillment of benevolence values) rather than thinking about the profession as restricting their opportunities for acquiring wealth (i.e., limiting the fulfillment of power values).

The third view discussed in this chapter, the person–environment congruency perspective, postulates that it is the fit between individuals and the environments they identify with that affects subjective well-being. Even truly intrinsic values may lead to a negative sense of well-being if a person holding such values highly identifies with an environment that rejects him or her. Therefore, it is not enough to internalize intrinsic strivings—individuals have to find environments that are congruent with those strivings.

Again, we can readily apply this perspective to the example of career counseling. One of the main goals of career counseling is identifying an occupational environment that fits the client's personal characteristics, values, strivings, and goals. Thus, for example, counseling may help a person who emphasizes autonomy to choose an occupation in which most people emphasize similar values and that affords many opportunities to express autonomy (e.g., artistic or investigative professions, according to Holland's [1985] typology) and to avoid occupations in which most people attribute low importance to autonomy values and that are highly structured and conservative (e.g., conventional professions).

The congruency perspective also suggests that when the environment is congruent, even extrinsic values may lead to positive well-being, because the environment offers the individual many opportunities to attain his important goals; because she may enjoy social support from those around him who endorse similar values; and because he holds a compatible set of values. This view of well-being thus underscores the importance of finding a meaningful environment (e.g., a profession, a social community, a spouse) that endorses values similar to one's own.

Individuals and societies can use two types of processes in their efforts to seek and offer congruent environments: selection or socialization processes. Selection processes allow people to search and find those conditions, situations, and environments that may ease the attainment of their goals. Autonomous individuals in a collective culture may be active in social groups that are relatively autonomous (e.g., artists), whereas conservative individuals in an autonomous culture may join conservative communities (e.g., a religious community). Society may contribute to effective selection processes too: Family members, teachers, and counselors may help individuals identify their basic motivations and recognize the circumstances that allow for their expression and attainment—the congruent schools, workplaces, social activities, family lifestyles, and so on.

Socialization processes help individuals become more congruent with their environment. Individuals may change their own value system so they come to internalize values and goals that may lead to well-being (e.g., values of autonomy or care for others). They can also adopt values and goals that are more similar to those in the environment that is important to them. Finally, individuals may create or shape the environment or social situation in which they operate. Thus, for example, managers can allow employees to shape their working environment, determine the extent of autonomy they have in carrying out their tasks, and even influence their reward system.

Conclusion

Many paths may lead to happiness. In this chapter we reviewed three paths, all of which regard happiness as an objective that individuals may actively strive to achieve, and each entails different challenges for those who peruse it. The healthy values path requires that individuals be intrinsically motivated in their aspirations and that their aspirations be of certain form and nature. The goal-attainment path requires individuals to invest sustained effort in pursuing the attainment of their goals. Finally, the congruent environment path requires individuals to either select or adapt to the environments important to them in order to produce the congruence beneficial to them. Pursuing some or all of these challenges increases individuals' chances to be happy and satisfied with their lives.

Summary Points

  • Drawing on Sagiv, Roccas, and Hazan (2004), we present three perspectives for the relations between values and well-being that focus on the (1) content, (2) process, and (3) context of pursuing values. For each perspective, we review past literature and discuss the main controversies.
  • The healthy and unhealthy values perspective focuses on the content of values, suggesting that emphasizing some values is likely to increase well-being whereas emphasizing other values may be detrimental to well-being.
  • The goal-attainment perspective focuses on the process through which pursuing values may affect well-being. This perspective suggests that it is the attainment of individuals' important values that leads to well-being.
  • The person–environment value congruency perspective suggests that social contexts moderate the relations between personal values and well-being: The more individuals strive for values that are emphasized in their social environment (e.g., family, work, culture), the more likely they are to enjoy a positive sense of well-being.
  • Past research found evidence supporting all three perspectives. However, studies yielded inconsistent findings regarding the content of values that lead to well-being; regarding whether attainment of any value or goal is positively related to well-being; and regarding the moderating role of the social environment. We propose that integrating the three perspectives may shed light on some of these inconsistencies.
  • Building on the three perspectives, we discuss paths through which educators, leaders, and counselors can help individuals to improve their sense of well-being.
  • Drawing on the healthy values perspective, teachers and counselors could create an environment that encourages individuals to follow their motivated goals and values. Social institutions can implement interventions that researchers developed to encourage intrinsic values and goals.
  • Drawing on the goal-attainment perspective, parents, teachers, and therapists may encourage individuals to identify and pursue goals that they are likely to be able to successfully attain.
  • The person–environment congruency perspective is especially applicable to situations of choice, such as choosing an area of study in high school or college, or during career counseling, in which individuals may be encouraged to consider the congruency between their important values and the values that are emphasized in the different learning environments, occupational fields, and organizations.

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