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The challenge–skill balance and antecedents of flow: A meta-analytic


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DOI: 10.1080/17439760.2014.967799

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The challenge–skill balance and antecedents of flow: A


meta-analytic investigation
a b c
Carlton J. Fong , Diana J. Zaleski & Jennifer Kay Leach
a
Department of Educational Psychology, The University of Texas at Austin, One University
Station D5800, Austin, TX 78712, USA
b
Illinois State Board of Education, Springfield, IL, USA
c
The University of Texas at Austin
Published online: 15 Oct 2014.

To cite this article: Carlton J. Fong, Diana J. Zaleski & Jennifer Kay Leach (2014): The challenge–skill balance and
antecedents of flow: A meta-analytic investigation, The Journal of Positive Psychology: Dedicated to furthering research and
promoting good practice, DOI: 10.1080/17439760.2014.967799

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The Journal of Positive Psychology, 2014
http://dx.doi.org/10.1080/17439760.2014.967799

The challenge–skill balance and antecedents of flow: A meta-analytic investigation


Carlton J. Fonga,1*, Diana J. Zaleskib and Jennifer Kay Leachc,2
a
Department of Educational Psychology, The University of Texas at Austin, One University Station D5800, Austin, TX 78712, USA;
b
Illinois State Board of Education, Springfield, IL, USA; cThe University of Texas at Austin
(Received 17 January 2014; accepted 11 September 2014)

Flow is an intrinsically motivating state of consciousness characterized by simultaneous perception of high challenge
and skill. The position that challenge–skill balance is the primary antecedent for achieving a flow state is unclear, and
more research is needed to examine its impact on flow within multiple domains. Therefore, a meta-analysis was
conducted on 28 studies examining the challenge–skill balance related to flow and intrinsic motivation in a variety of
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contexts. The results indicated that the relationship between challenge–skill balance and flow was moderate, and smaller
with intrinsic motivation. Moderator analyses revealed weaker correlations when individuals were from an individualistic
culture, in work or education contexts, using experience sampling method, and self-reporting state flow vs. trait.
Compared to other theorized antecedents, challenge–skill balance was a robust contributor to flow along with clear goals
and sense of control.
Keywords: flow; challenge–skill balance; antecedents; meta-analysis; intrinsic motivation

Csikszentmihalyi’s claim that Lonsdale, & Jackson, 2009). A large number of studies
have identified flow experiences in the lives of people
in flow, the demands of a situation match the individ- from diverse cultural and economic backgrounds (see
ual’s ability, and the individual is engaged fully in the Csikszentmihalyi & Csikszentmihalyi, 1988; Massimini &
act of doing the activity. In flow, the person loses self-
consciousness and a sense of the passing of time and Delle Fave, 2000). Also, the importance of flow has
enters into a different level of experience. (2003, p. 38) spread to fields such as education (e.g. Bassi & Della
Fave, 2012) or work (e.g. Moneta, 2012) given that flow
Most intuitively understand this phenomenon of being ‘in can lead to greater concentration, determination, persis-
the zone’ or ‘in flow’ – a state of total immersion and tence, and motivation, which in turn contributes to
merging of action and awareness (Beard & Hoy, 2010). increased performance (see Aube, Brunelle, & Rousseau,
This highly motivating state raises the question: Why are 2014).
some people highly committed to and engaged in activities Theoretically, flow should be related to enhanced per-
without obvious external rewards? Although others have formance for numerous reasons. First, flow is a highly
explained this behavior (e.g. DeCharms, 1968; Deci & functional state, which should in itself foster higher per-
Ryan, 1980; White, 1959), Csikszentmihalyi described formance. Second, individuals experiencing flow are
this ‘intrinsically’ motivated behavior as consisting of a intrinsically motivated to re-engage in future activities
flow state or optimal experience. (Engeser & Rheinberg, 2008). In addition, in order to
Flow is considered to be an optimal state associated experience flow again, there is greater desire to take on
with positive emotional, motivational, and cognitive expe- more challenging tasks (Nakamura & Csikszentmihalyi,
riences (Csikszentmihalyi, Abuhamdeh, & Nakamura, 2005). Thus, flow could be understood as an internally
2005; Hektner, Schmidt, & Csikszentmihalyi, 2007; motivating force for achievement and enhanced perfor-
Waterman et al., 2003). Csikszentmihalyi (1975) defined mance. Not only is the idea of an optimal experiential
optimal experience or flow as a positive and intrinsically state an intriguing topic, but also deeper understanding of
motivating state of consciousness associated with flow has the potential to raise productivity, to better
perception of high challenge and personal skills adequate human life, and to foster life satisfaction and happiness
to meet those challenges (see also Bakker, 2005; across the lifespan (Csikszentmihalyi, 1997). The concept
Csikszentmihalyi, Rathunde, & Whalen, 1993; Hodge, of flow has had a prominent status in the field of positive

*Corresponding author: Email: carlton.fong@utexas.edu


1
Department of Educational Administration, The University of Texas at Austin, One University Station D5400, Austin, TX 78712,
USA.
2
Oregon State University, Academic Success Center, Corvallis, OR, USA.

© 2014 Taylor & Francis


2 C.J. Fong et al.

psychology, and research encourages maximization of effect on others. A different context may yield different
flow experiences (Keller, Bless, Blomann, & Kleinbohl, results. Similarly, in a later study, Moneta and
2011); however, much debate exists regarding the Csikszentmihalyi (1999) showed that quite a significant
existence and strength of flow’s antecedents. amount (47%) of the variance in self-reported concentra-
tion was explained by the balance of skills and
challenges.
The concept of flow: the challenge–skill balance and On the other hand, there has also been a great deal
other antecedents of research that suggests that the challenge–skill balance
The concept of flow has been difficult to define and op- is not a salient predictor of flow experiences. Some stud-
erationalize (Lovoll & Vitterso, 2012). Csikzentmihalyi ies have shown that the challenge–skill balance explains
(1990) himself cautioned defining flow too precisely lest as little as 2–4% of the variance of emotional experience
it break the spirit of this dynamic construct. Yet one of (Lovoll & Vitterso, 2012; Voelkl, 1990). Experimental
the most common and accepted conceptualizations of research also supports the greater importance of an
flow is ‘the balance between perceived challenges and imbalance in challenge and skill compared to a balance
perceived skills’ (Csikzentmihalyi, 2009, p. 398). (see Clarke & Haworth, 1994). For example, a study on
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Csikzentmihalyi argued that the challenge–skill balance chess players revealed that levels of enjoyment were
leads to the optimal experience and maintaining such highest when playing better opponents compare to equal-
balance in itself is intrinsically rewarding. ranked opponents (Abuhamdeh & Csikszentmihalyi,
Flow’s dynamic structure of the perceived match 2009). Essentially, when perceived challenges were
between high challenge and adequate personal skill has higher than skills, the games were more enjoyable than
been described by four channels of daily experience: when the challenge matched one’s skills.
flow (high challenge and high skill), boredom or relaxa- Other arguments have contested the original opera-
tion (low challenge and high skill), apathy (low chal- tional definition of flow as a balance between skill and
lenge and low skill), and anxiety (high challenge and challenge (Engeser & Rheinberg, 2008). One of the first
low skill) (Csikszentmihalyi, 1975; Csikszentmihalyi, problems is that people vary in the extent to which one’s
et al., 1993; Deichter, 2011). Therefore, if an activity is skills and the perception of challenge are related.
either very easy or very difficult in comparison to one’s Furthermore, the construct of perceived challenge com-
skill level, the experience of flow will be weak. In the pounds both perceived difficulty and skill; for example,
state of flow, one feels optimally challenged and confi- an easy task could be highly challenging because of a
dent. This has a strong functional aspect and explains lack of skill. Theoretically, this is a problematic issue;
why people in flow are committed to tasks despite the however, empirically, comparing the balance of chal-
lack of foreseeable results. Csikzentmihalyi and lenge-skill and difficulty-skill yielded no substantial
Nakamura (2010) further discussed how the ratio of differences (Pfister, 2002).
challenges to skills should be around 50/50 for optimal Another problematic issue to the challenge–skill
experience, and even a slight imbalance can induce balance and flow relationship is that some people more
anxiety and displeasure. frequently experience flow when they are engaged in
Previous research has indicated the centrality of the challenging activities (Engeser & Rheinberg, 2008);
challenge–skill balance to the induction of flow. In an therefore, an imbalance in skill and challenge is posited
experimental study, Keller and Bless (2008) supported to have a greater association with flow. Empirically,
the challenge–skill balance by testing three conditions: a Moneta and Csikszentmihalyi (1996) found that the
balanced condition vs. two controls of high challenge or challenge–skill balance was not compatible with certain
low challenge. Participants reported more positive sub- flow indicators or dimensions of experience such as
jective experiences and had higher performance in the wishing to do the activity and happiness. On the other
balanced condition compared to the control conditions. hand, other research has supported that relatively chal-
Moneta and Csikszentmihalyi (1996) measured the bal- lenging tasks were no more enjoyable than easy tasks
ance between challenge and skill with an adolescent (Haworth & Evans, 1995; Shernoff, Csikszentmihalyi,
sample, using the experience sampling method (ESM). Schneider, & Shernoff, 2003).
Across multiple contexts and domains, they found that Since flow’s original conception, Csikszentmihalyi
the challenge–skill balance had a positive effect on ado- (1990) has also identified eight other dimensions of the
lescents’ perceptions of concentration, wishing to do the flow experience beyond the challenge–skill balance, with
activity, involvement, and happiness. However, these nine antecedents all together: (a) challenge–skill balance
findings were not found within all contexts and domains, or engaging in challenges that meet one’s current skill
and across all dimensions of experience. For example, level; (b) action-awareness merging; (c) clear goals; (d)
the challenge–skill balance may have a positive effect on unambiguous feedback; (e) concentration on the task at
one dimension of experience within one context and no hand; (f) sense of control; (g) loss of self-consciousness
The Journal of Positive Psychology 3

or self-awareness; (h) transformation of time or the that compared with individuals not in flow, individuals
distorted sense of time; and (i) the autotelic experience in flow were more intrinsically motivated to perform a
(Kawabata & Mallet, 2011; Payne, Jackson, Noh, & free-choice activity. They found that the degree to
Stine-Morrow, 2011). Kawabata and Mallet (2011) which they indicated interest (self-reported measure of
described the components as follows. The challenge–skill intrinsic motivation) mediated the extent to which they
balance refers to the perception that an activity’s chal- engaged in the activity (behavioral measure of intrinsic
lenge is matched or balanced with one’s ability. Action- motivation).
awareness merging is involvement in the flow activity to Self-determination theory (SDT; Deci & Ryan,
a point of spontaneity or automaticity. Clear goals refer 1985), a prominent view of intrinsic motivation, has
to one’s perception of the goals of the activity before or been linked with flow. SDT posits that feelings of com-
during the activity. Unambiguous feedback refers to the petence, autonomy, and relatedness undergird intrinsic
monitoring of one’s behavior that provides immediate motivation, and research has supported the link between
and clear feedback concerning the activity. Concentration these three determinants and flow (Kowal & Fortier,
is the complete and intense sense of focus on the activity 1999). In a study of Canadian swimmers, Kowal and
at hand. Sense of control refers to the perception that Fortier found that intrinsic motivation and two determi-
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one is able to respond to any challenge while engaged in nants, competence and relatedness, were significantly
the activity. Loss of self-consciousness refers to the lack positively correlated with flow and with challenge–skill
of concern about the perception of others. The transfor- balance as well. Bassi and Della Fave (2012) argued that
mation of time involves a sense that time has passed optimal challenge supports the self-determination
either faster or slower than normal. The autotelic experi- perspective given the competence need as a basis for
ence refers to the experience of the activity being intrin- intrinsic motivation.
sically rewarding and enjoyable, or that the task has a Given the theoretical and empirical relationship
purpose in and of itself. between intrinsic motivation, flow, and the challenge–
These nine dimensions do not necessarily occur skill balance, we also wanted to assess its magnitude and
simultaneously. Hypothesized by the Quinn Model of direction in the present study. Inconsistent results
Flow (Quinn, 2005), certain dimensions may be required reported in the above literature, issues in operationalizing
in order to enter the flow state (i.e. challenge–skill bal- challenge and skill, and the alternate antecedent models
ance, clear goals, and unambiguous feedback), while of flow call for further understanding of how the chal-
others are necessary characteristics of being in a flow lenge and skill balance really predict flow experiences.
state (i.e. concentration, merging of action and aware- In addition, a meta-analysis has yet to be conducted
ness, sense of control, loss of self-consciousness, and examining this seminal yet debatable topic. Moreover,
transformation of time), or the result of the flow experi- systematic variants or moderators to this relationship
ence (i.e. autotelic experience). These additional anteced- have not been assessed across a larger body of research.
ents and components support how the challenge–skill
balance may not be the most salient contributor to
achieving a flow state (Shin, 2006; Wang & Hsiao, Moderators to the challenge–skill balance
2012), despite receiving the greatest attention among Additional variables may also differentially impact how
conditions for entering flow according to the literature. the challenge–skill balance influences flow experiences.
In the present study, we systematically explored theoreti-
cal and methodological factors that may moderate this
Intrinsic motivation, flow, and the challenge–skill relationship. First, individual differences, such as
balance achievement motivation, have been found to moderate
Intrinsic motivation, the propensity to engage in a task this dynamic (Engeser & Rhineberg, 2008). For example,
out of interest or enjoyment, for its own sake, or without individuals with low need for achievement perceive
any external incentive or reward (e.g. Ryan & Deci moderately difficult tasks as daunting. For the highly
2000), has been shown to be highly related to flow achievement-motivated individuals, they prefer tasks of
(Csikszentmihalyi & LeFevre, 1989; Keller, Ringelhan, medium challenge, or when there is an optimal balance
& Blomann, 2011; Jackson, 1995). By definition, flow is of difficulty and skill. Similarly, Moneta and
understood as an intrinsically motivating state; in fact, Csikszentmihalyi (1999) argued that individuals of high
some researchers have coined flow to be a model of ability or talent are expected to ‘express the closest
intrinsic motivation (Keller & Bless, 2008). Moreover, approximation to the theoretical model,’ that is, the chal-
individuals who experience a challenge–skill balance are lenge–skill balance predicting flow (p. 630).
more likely to freely choose to reengage in activities, a Csikszentmihalyi (1975) even acknowledged the possi-
behavioral indicator of intrinsic motivation. In an experi- bility of an autotelic personality. Autotelic individuals
mental paradigm, Keller, Ringelhan, et al. (2011) found often have greater curiosity about life, engaging in
4 C.J. Fong et al.

activity for their own sake rather driven by external pres- been studied in numerous contexts, assessing whether
sure. This characteristic has obvious consequences to work/academic contexts vs. leisure contexts is a critical
their response to flow states and its antecedents. issue for applied researchers when examining flow and
practitioners who want to increase flow experiences.
Csikszentmihalyi and LeFevre (1989) found that the
Age great majority of adults were experiencing flow when
Demographic characteristics such as age may influence working and not in leisure despite being more motivated
the relationship between flow and the challenge–skill in leisure. Boredom and lack of engagement is a chronic
balance. In a study comparing subjective experiences of issue in the workplace and classroom, and the applicabil-
younger and older individuals, results indicated that the ity of flow to working and learning environments is diffi-
older participants were more alert and able to concentrate cult given the compulsory nature of job and learning
than younger participants (Prescott, Csikszentmihalyi, & activities (Kiili & Lainema, 2008; Marzalek, 2006;
Graef, 1981). With regard to domain, younger partici- Shernoff et al., 2003). Other contextual factors such as
pants were more relaxed in leisure settings such as the environments that support autonomy or that aid in focus-
home compared to the older group; whereas older partic- ing attention or removing distractions can foster more
flow-related activities (Nakamura & Csikszentmihalyi,
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ipants were more interested and relaxed at work contexts


compared to the younger group. One explanation could 2005; Schmidt, Shernoff, & Csikszentmihalyi, 2007).
be the development of career challenges for the younger Studies also assess flow during personal activities that
participants and less enjoyment of leisure or recreation individuals indicate are meaningful or salient to them in
for the older participants. Alternatively, some research their everyday experience.
has indicated that age may not differentiate the dynamics
of flow. Bye, Pushkar, and Conway (2007) revealed that
younger traditional age college students had the same Methodology
levels of intrinsic and extrinsic motivation as older Lastly, there are methodological characteristics that we
non-traditional age college students, suggesting the same want to examine as potential moderators. How researchers
difficulty in experiencing flow across age groups. have formalized the challenge–skill balance has varied
Although these study outcomes do not directly tap into from study to study (see Moneta & Csikszentmihalyi,
the flow construct, they provide evidence that age might 1999), and results revealed a differential impact on flow
play a moderating role in the relationship between experiences depending on how the skill-challenge balance
challenge–skill balance, flow, and intrinsic motivation. variable is calculated. For example, in a study with tal-
ented high school students, Moneta and Csikszentmihalyi
(1999) compared three methods of calculating the
Culture skill-challenge balance: cross-product, absolute difference,
Culture may play a moderating role in the experience of and quadratic effects following a rotation of the predictor
flow (Delle Fave, Massimini, & Bassi, 2011). Early criti- axes. Their results indicated that the cross-product and the
cism of the flow concept came from its supposedly bias absolute difference models were preferable (determined by
toward Western culture as flow focused on more active model fit).
and goal-directed processes, suggesting that flow may Another methodological concern is how flow is oper-
operate differently among various cultures. For example, ationalized and measured (see Martin & Jackson, 2008).
in a study comparing Chinese college students with A study may use experience sampling method (ESM;
Grade 12 students from the USA, Moneta (2004) found see Csikszentmihalyi & Larson, 1987), which records
a cultural variation in which the Chinese students were multiple temporal measurements of flow over a period of
more motivated when there was an imbalance of chal- time. More frequently, a single measurement is used such
lenge and skill, favoring lower challenges. He suggested as the Flow State Scale (Jackson & Marsh, 1996) or
that it was partially due to the Chinese students internal- Dispositional Flow Scale (Marsh & Jackson, 1999),
izing collectivist values. However, Csikszentmihalyi and which includes the nine antecedents of flow. Other self-
Csikszentmihalyi (1988) argued that what causes flow reported measures include just one or two items assess-
may differ from culture to culture, but the dynamics of ing concentration or related topics. Given the range of
the flow experience are universal. methods to assess flow states, a moderator analysis may
further distinguish the validity of such techniques.
In addition, as described earlier as an autotelic per-
Domain sonality, flow can be conceptualized as a trait or a state
Also, an important moderator to examine is whether the (see Marsh & Jackson, 1999). Flow as a state involves
challenge–skill balance relationship with flow varies feeling certain subjective experiences after engaging in
depending on domain or context. Given how flow has an activity; however, flow as a trait, involves a more
The Journal of Positive Psychology 5

enduring sense of flow, often measured by how often an for documents that had cited several seminal works on
individual experiences flow. Whether the challenge–skill flow: Csikszntmihalyi, 1975, 1990. These searches com-
balance is more strongly related to flow as a state or trait bined located a total of 355 unique, potentially relevant
is both a theoretical and methodological concern. documents.
Each title and abstract was examined by the authors.
If the abstract provided and indicated that the document
The present study contained data relevant to the relationship on flow and
Over 30 years of research has accumulated on the the challenge–skill balance, the full document was
construct of flow across a variety of domains (see obtained for further examination.
Csikszentmihalyi, 1990). Flow theory posits that intrin-
sic motivation peaks in activities characterized by the
simultaneous perception of high challenge and skill. In Criteria for including studies
particular, the challenge–skill balance hypothesis of To be included in the meta-analysis, a study was
flow theory has been a center of much debate with required to meet several criteria. First, studies need to
empirical evidence supporting both sides (see Engeser have reported data to derive the bivariate relationship
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& Rhineberg, 2008). Pockets of research have con- between the challenge and skill balance and a measure
cluded that the subjectively perceived fit between the of flow or intrinsic motivation. Many studies have
challenge of an activity and the skills of the individual included measures of both perceived skill and challenge,
is the most important prerequisite to experiencing flow but did not calculate a match or balance between the
(e.g. Schiefele & Raabe, 2011). Therefore, a meta- two; these studies were not included (e.g. Abuhamdeh &
analysis on the relationship between the challenge–skill Csikszentmihalyi, 2012). Research studies conducted in
balance and flow is not only timely, but also essential any context with participants of any age were included.
in empirically assessing the overall theoretical basis of
this important flow construct, its relation to intrinsic
motivation, and the moderators that influence these Information retrieved from studies
relationships. Second, assessing how strongly the Numerous different characteristics of each study will be
challenge–skill balance relates to flow in comparison to included in our data. These characteristics encompassed
other factors (i.e. nine-factor model) was measured. six broad distinctions among studies: (a) publication sta-
Lastly, we also examined the relationship between the tus (published or unpublished); (b) the flow variable
challenge–skill balance and intrinsic motivation. (how flow was measured and/or calculated); (c) the
domain (work/education-related activities, leisure activi-
ties, or self-selected personally salient activities related
Method to one’s identity; (e) the sample characteristics (age and
The following section describes the procedures used to country of origin); (f) the measure of the challenge–skill
conduct this meta-analysis, including subsections balance; and (g) the estimate of the relationship.
addressing study inclusion criteria, literature search and
information retrieval, coding procedures, effect size
calculations, data integration, search outcomes, and Methods of data integration
moderator analyses. Before conducting any statistical integration of the effect
sizes, the number of positive and negative effects was
counted. Next, the range of estimated relationships was
Literature search procedures calculated. We examined the distribution of sample sizes
Studies were collected from a wide variety of sources and effect sizes to determine whether any studies con-
and included search strategies meant to uncover both tained statistical outliers. Grubbs’s (1950) test was
published and unpublished research. In order to locate applied and if outliers were identified, these values were
the most exhaustive set of studies, we searched ERIC, set at the value of their next nearest neighbor.
PsycINFO, Proquest Dissertation and Theses Full Text, Both published and unpublished studies were
Social Science Citation Index, and Google Scholar elec- included in the synthesis. There is still the possibility
tronic databases using a broad array of subject terms that not all studies investigating the relationship between
including ‘flow’ and ‘optimal experience,’ while exclud- flow and challenge–skill balance were obtained. There-
ing keywords ‘cash flow,’ ‘optic flow,’ and ‘blood flow’ fore, Duval and Tweedie’s (2000) trim-and-fill procedure
to reduce the number of irrelevant results. The reference was employed. The trim-and-fill procedure tests whether
sections of relevant documents were examined to deter- the distribution of effect sizes used in the analyses was
mine if any cited works might be relevant to our topic. consistent with that expected if the estimates were
In addition, Social Sciences Citation Index was searched normally distributed.
6 C.J. Fong et al.

Effect size calculation indicates that average effect sizes vary between catego-
We collected correlation coefficients between challenge– ries of the moderator variables more than predicted by
skill balance and flow (often represented by r or the sampling error alone.
Pearson product moment coefficient). When only means Analyses were conducted using both fixed- and ran-
and standard deviations were provided for a flow group dom-error assumptions (Cooper et al., 2009). In a fixed-
and a non-flow group, we estimated a correlation. Since effects model of error, each effect size’s variance is
some of the study’s sample sizes were small, and we assumed to reflect only sample error or differences
wanted to improve normality, we conducted Fisher’s among participants in the study. In a random-effects
r-to-z transformations, a rather effective normalizing model of error, a study-level variance component also is
transformation (see Meng, Rosenthal, & Rubin, 1992). assumed to be an additional source of random variation.
Meta-analytic methods assume that the sampling distri- Due to the potential to over- or underestimated error
bution of the observed outcomes is (at least approxi- variance in moderator analysis (Hedges & Vevea, 1998),
mately) normal. Weighted procedures were used to we conducted all the analyses twice using both models
calculate average effect sizes across all comparisons in of error in order for sensitivity analyses to examine the
which each independent effect size is first multiplied by effect of different assumptions (Greenhouse & Iyengar,
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the inverse of its variance and then the sum of these 1994). All statistical analyses were conducted using the
products is then divided by the sum of the inverses (see Comprehensive Meta-Analysis statistical software pack-
Cooper, Hedges, & Valentine, 2009). Also, 95% confi- age (Borenstein, Hedges, Higgins, & Rothstein, 2005).
dence intervals were calculated for average effects to
assess significance.
One problem that arises in calculating average effect Results
sizes involves deciding what constitutes an independent Overall findings
estimate of effect. Here, we used a shifting-unit-of-analysis
approach (Cooper, 1998). This approach involves coding The literature search uncovered 28 studies that reported
as many effect sizes from each study that exist as a result a relationship between optimal challenge–skill balance
of variations in characteristics of the intervention, sample, and flow and 18 studies that provided a relationship
setting, and outcomes within the study. However, when between challenge–skill balance and intrinsic motivation.
calculating the overall effect size, the multiple effect sizes For flow, the 28 studies reported 37 effect sizes based on
were averaged to create a single effect size for each study. 34 separate samples with a total N of 9620 participants.
To calculate an overall effect size of the intervention, a For the relationship between challenge–skill balance and
weighted average of all effect sizes was computed and intrinsic motivation, the pool of 18 studies reported 51
entered prior to analysis, so that the study will only con- effect sizes from 25 samples with a total N of 4270. The
tribute one effect to the assessment of the overall effects of characteristics of the included studies are reported in
the intervention on achievement. The shifting-unit-of-anal- Table 1.
ysis approach maximizes the amount of data from each Regarding the pool of studies that assessed challenge–
study without violating the assumption of independent skill balance and flow, the studies were published between
data points. the years 1996 and 2013. The sample sizes ranged from 51
to 1231, with a median sample size of 270. The average
sample size was 277.9, with a standard deviation of 230.8,
Moderator analyses suggesting a normal distribution. Two included studies uti-
We conducted moderator analyses when tested using lized ESM (Chen, 2000; Fullager, Knight, & Sovern,
homogeneity analyses (Cooper et al., 2009). Effect sizes 2013). Chen (2000) assessed three time points for
may vary even if they estimate the same underlying pop- each participant, yielding 1215 momentary assessments.
ulation value; therefore, homogeneity analyses were Fullager et al. (2013) measured 1031 momentary assess-
needed to determine whether sampling error alone ments. There were also no significant outliers among the
accounted for this variance compared to the observed correlations, so all were retained for analysis as reported.
variance caused by features of the studies. We tested The effect sizes of the correlations (Fisher’s z) ranged from
homogeneity of the observed set of effect sizes using a −0.25 to 1.42. They were all positive correlations, except
within-class goodness-of-fit statistic (Qw), which follows for one.
a chi-square distribution with k − 1 degrees of freedom Under a fixed-error model, the overall relationship
(k equals the number of effect sizes). A significant Qw between challenge–skill balance and flow (a normally
statistic suggests that sampling variation alone cannot distributed and weighted correlation or Fisher’s z) was
adequately explain the variability in the effect size esti- 0.56 with a 95% CI from 0.55 to 0.58, indicating a mod-
mation; it follows that moderator variables should be erate relationship (see Table 2a). Under a random-error
examined (Cooper, 1998). Similarly, the Qb statistic model, the weighted average correlation was 0.52 with a
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Table 1. Characteristics of included studies.

Sample
Type of size Flow Flow Balance Correlation
Author (year) document (ESM) Age Country Culture measure type measure Domain calculation Fisher’s z
Bakker (2005) J 120 41 the I Survey Trait Scale Work/Educ Separate F: 0.22
Netherlands
IM: 0.23
605 19 F: 0.04
IM: 0.07
Bassi and Delle Fave (2012) J 268 17 Italy I ESM . High/High Work/Educ Separate IM: 0.29
(3432) Grouping ratio
Ceja and Navarro (2011) J 60 (698) 38 Spain C ESM S×C Work/Educ Separate IM: 0.21
IM: 0.31
S+C IM: 0.21
60 IM: 0.37
S×C IM: 0.37
IM: 0.43
S+C IM: 0.49
IM: 0.55
Chan and Ahern (1999) J 80 Over USA I Survey State Subscale Work/Educ Subscore- F: 1.29
18 Global
Chen (2000) D 405 31 USA I ESM State Scale Leisure Separate F: 0.04
Collins (2006) D 55 77.64 USA I ESM State Subscale Personal Separate F: 1.04
Csikzentmihalyi and Fevre (1989) J 78 36.5 USA I ESM . High/High Work/Educ Separate IM: 0.20
(3432) Grouping ratio
Deichter (2011) T 186 39 Canada I Survey Trait Subscale Work/Educ Subscore- F: 0.78
Global
Fullagar et al. (2013) J 27 21.71 USA I ESM State |S–C| Work/Educ Separate F: 0.73
Hodge et al. (2009) J 51 22.9 Canada I Survey Trait Subscale Work/Educ Subscore- F: 0.91
Global
The Journal of Positive Psychology

Jackson (1996) J 394 22 USA I Survey State Subscale Leisure Subscore- F: 1.37
Global
Kawabata and Mallet (2011) J 635 20.5 Japan C Grouping State Subscale Leisure Subscore- F: 0.95
Global
413 20.4 F: 0.91
Keller and Bless (2008) J 72 20 Germany I Survey . Subscale Work/Educ Separate IM: 0.46
Keller and Blomann (2008) J 72 20 Germany I Grouping . High/High Work/Educ Means/SD IM: 0.42
ratio
IM: 0.44
Keller, Bless et al. (2011) J 102 20 Germany I Grouping . High/High Work/Educ Means/SD IM: 0.23
ratio
IM: 0.26
84 IM: 0.81
IM: 0.37

(Continued)
7
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8
Table 1. (Continued).
Sample
Type of size Flow Flow Balance Correlation
Author (year) document (ESM) Age Country Culture measure type measure Domain calculation Fisher’s z
Kiili and Lainema (2008) J 92 20–30 Finland I Survey State Scale Work/Educ Separate F: 0.79
Kowal and Fortier (1999) J 203 36.4 Canada I Survey . Subscale Work/Educ Separate IM: 0.60
Lee (2005) J 262 20.02 Korea C Survey . Subscale Work/Educ Separate IM: 0.31
Lee and LaRose (2007) J 388 19 US I Survey State Median Leisure Separate F: 0.48
split
Lovoll and Vitterso (2012) J 64 (698) 21.2 Norway I Grouping . High/High Leisure Means/SD IM: −0.24
ratio
IM: −0.11
26 IM: 0.26
(260) 23.5 IM: 0.12
IM: 0.15
IM: 0.19
Marsh and Jackson (1999) J 385 NA Australia I Survey State Subscale Leisure Subscore- F: 0.29
Trait global F: 0.54
Marzalek (2006) D 134128 13 USA I Survey Trait Subscale Work/educ Subscore- F: 0.98
State global F: −0.25
Murica, Gimeno. and Gonzales J 413 13.7 Spain C Survey Trait Subscale Leisure Subscore- F: 1.02
(2006) Global IM: .48
Nah et al. (2010) J 211 22 USA I Survey State S+C Leisure Separate F: 0.16
Payne et al. (2011) J 197 72.1 USA I Survey State Subscale Personal Subscore- F: 0.76
Global
Rezabek (1994) D 108 20 USA I Grouping . High/High Work/Educ Means/SD IM: 0.40
C.J. Fong et al.

ratio
Robinson et al. (2012) J 30 (349) 51 Ireland I Grouping . High/High Personal Means/SD IM: 0.25
ratio IM: 0.25
IM: 0.26
Rodriguez-Sanchez et al. (2011) J 258 40.2 Spain C Survey State S×C Work/Educ Separate F: 0.63

Saville (2006) D 37 25.5 USA I Survey Trait Subscale Work/Educ Separate IM: 0.25
IM: 0.56
IM: 0.52
State IM: 0.26
IM: 0.41
IM: 0.54
Schiefele and Raabe (2011) J 89 23.7 Germany I Survey State Two items Work/Educ Separate F: 0.51
Schuler (2007) J 57 25 Switzerland I Survey State Single item Work/Educ Separate F: 0.05
395 F: 0.03
Schwartz and Waterman (2006) J 87 18.9 USA I Survey State S+C Personal Separate F: 0.38
F: 0.34
F: 0.30
IM: 0.16
IM: 0.28
IM: 0.19

(Continued)
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Table 1. (Continued).
Sample
Type of size Flow Flow Balance Correlation
Author (year) document (ESM) Age Country Culture measure type measure Domain calculation Fisher’s z
Shin (2006) J 525 18–22 Korea C Survey State S–C Work/Educ Separate F: 0.21
Snow (2010) D 176 Over USA I Survey State Subscale Leisure Separate F: 1.04
18
Stavrou et al. (2007) J 220 19.95 Greece C Survey State Subscale Leisure Subscore- F: 1.16
Global
van Schaik et al. (2012) J 83 25 Japan C Survey State Subscale Work/Educ Subscore- F: 0.55
Global
Vlachopoulous, Karageorghis and J 1231 31.43 England I Survey State Subscale Leisure Subscore- F: 1.42
Terry (2000) Global
Wang and Hsiao (2012) J 122 Varied USA I Grouping . High/High Lesiure Means/SD IM: 0.11
ratio
136 IM: 0.17
102 IM: 0.49
Waterman et al. (2003) J 348 20 USA I Survey State S+C Personal Separate F: 0.35
IM: 0.41
270 F: 0.44
IM: 0.19
Waterman et al. (2008) J 217 20 USA I Survey State S+C Personal Separate F: 0.38
IM: 0.54
202 F: 0.28
IM: 0.50
218 F: 0.35
IM: 0.39
Notes: J = Journal article, T: Master’s Thesis, D: Doctoral Dissertation; I: Individualistic or independent self-construal; C: Collectivistic or interdependent self-construal; S = Skill, C = Challenge;
F: Flow, IM: Intrinsic motivation.
The Journal of Positive Psychology
9
10 C.J. Fong et al.

Table 2a. Results of main analysis examining the relationship between flow and the challenge–skill balance.

95% confidence interval


k z Low estimate High estimate Q
Challenge–skill balance 37 2282.37***
Fixed model 0.56 0.55 0.58
Random model 0.52 0.38 0.62
Note: All effect sizes were significantly different from 0 at a p < 0.001 value unless specified.
***p < 0.001.

95% CI from 0.38 to 0.62. Additionally, the tests of the small relationship (see Table 2b). Under a random-error
distribution of effect sizes revealed that the hypothesis model, the weighted average correlation was 0.32 with a
that the effects were estimating the same underlying pop- 95% CI from 0.25 to 0.39. Additionally, the tests of the
ulation could be rejected (Q(36) = 2282.4, p < 0.001), or distribution of effect sizes revealed that the hypothesis
that the averaged correlation was greater than zero – that the effects were estimating the same underlying pop-
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potentially explained by the existence of moderators of ulation could be rejected (Q(24) = 526.94, p < 0.001).
this relationship. Next, trim-and-fill analyses were con- Next, trim-and-fill analyses revealed no evidence that
ducted. With both a fixed-effects model and a random- effect sizes might have been missing in the sample of
effects model, there was no evidence that effect sizes studies.
might have been missing in the sample of studies.
Studies that assessed challenge–skill balance and
intrinsic motivation were published between the years Findings of the moderator analyses
1989 and 2012. The sample sizes ranged from 26 to Since the overall relationships between challenge–skill
605, with a median sample size of 163. The average balance and flow and intrinsic motivation were found to
sample size was 191.56, with a standard deviation of be statistically heterogeneous, a series of moderator anal-
135.92, suggesting a normal distribution. Five of the yses were conducted to help explain variation among
included studies utilized experience sampling methodol- effect sizes. Table 3a and b presents the findings from
ogy (Bassi & Delle Fave, 2012; Ceja & Navarro, 2011; the moderator analyses.
Csikszentmihalyi & Fevre, 1989; Lovoll & Vitterso,
2012; Robinson, Kennedy, & Harmon, 2012). The
included studies widely varied in the number of momen- Publication status
tary assessments: 5985 assessments (Bassi & Delle Fave, First, we assessed the publication status (published vs.
2012); 698 assessments (Ceja & Navarro, 2011); 3432 unpublished status) of the study report. For the flow
assessments (Csikszentmihalyi & Fevre, 1989); 698 moderator analysis, 22 of the studies had been published
assessments in Study 1 and 260 assessments in Study 2 as journal articles, and their results were compared to the
(Lovoll & Vitterso, 2012); 349 assessments (Robinson five studies that had appeared in dissertations, conference
et al., 2012). There were also no significant outliers papers, and master theses. Under the fixed-error model,
among the correlations, so all were retained for analysis correlations from the unpublished reports, z = 0.43 (95%
as reported. The effect sizes of the correlations (Fisher’s z) CI from 0.38 to 0.48), were just significantly different
ranged from −0.236 to 1.02. They were all positive from those from published sources, z = 0.58 (95% CI
correlations, except for two. from 0.53 to 0.56), Q(1) = 37.50, p < 0.001. Under the
Under a fixed-error model, the overall relationship random-error model, there was no difference between
between challenge–skill balance and intrinsic motivation published and unpublished reports, Q(1) = 0.04,
was 0.24 with a 95% CI from 0.22 to 0.25, indicating a p > 0.05.

Table 2b. Results of main analysis examining the relationship between intrinsic motivation and the challenge–skill balance.

95% confidence interval


k z Low estimate High estimate Q
Challenge–skill balance 25 526.94***
Fixed model 0.24 0.22 0.25
Random model 0.32 0.25 0.39
Note: All effect sizes were significantly different from 0 at a p < 0.001 value unless specified.
***p < 0.001.
The Journal of Positive Psychology 11

Table 3a. Results of moderator analyses for flow and challenge–skill balance.

95% confidence interval


k z Low estimate High estimate Qb
Publication status 37.50***
Published 29 0.58 (.51) 0.56 (0.36) 0.59 (0.63) (0.04)
Unpublished 6 0.43 (0.54**) 0.38 (0.15) 0.48 (0.79)
Age 260.14***
Under 30 27 0.50 (0.48) 0.48 (0.35) 0.52 (0.60) (0.70)
30 and over 7 0.73 (0.63**) 0.71 (0.27) 0.74 (0.83)
Country 88.76***
USA 18 0.47 (0.47) 0.45 (0.29) 0.50 (0.62) (0.47)
Non-USA 17 0.61 (0.55) 0.60 (0.36) 0.63 (0.70)
Culture 59.14***
Individualistic 28 0.53 (0.46) 0.51 (0.30) 0.55 (0.61) (2.60)+
Collectivistic 7 0.64 (0.65) 0.62 (0.48) 0.66 (0.77)
Domain 688.00***
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Leisurea,c 11 0.73 (0.67) 0.71 (0.47) 0.74 (0.80) (5.10)+


Work/educa,b 16 0.32 (0.40) 0.29 (0.23) 0.36 (0.55)
Personalb,c 8 0.40 (0.44) 0.36 (0.33) 0.44 (0.54)
Type of flow 39.28***
State 29 0.58 (0.48) 0.57 (0.34) 0.60 (0.62) (0.21)
Trait 7 0.47 (0.56) 0.43 (0.29) 0.50 (0.75)
Measurement 182.96***
ESM 2 ^
0.00 (-0.31 ) ^
−0.10 (−0.79) 0.09 (0.41) (5.62)*
Single measure 34 0.58 (0.54) 0.57 (0.42) 0.60 (0.65)
Balance measure 1118.60***
Global–subscore 15 0.75 (0.70) 0.74 (0.57) 0.76 (0.80) (16.29)***
Separate 20 0.30 (0.33) 0.28 (0.22) 0.33 (0.44)
Notes: All effect sizes were significantly different from 0 at a p < .001 value unless specified. Fixed-effects values are presented outside of parentheses
and random-effects values are within parentheses.
*p > 0.05; **p < 0.01; ***p < 0.001; +p < 0.10; ^p > 0.05.
Shared superscripts indicate significant pairwise comparisons:a and bpairwise comparison is significant under both fixed and random models of error.

For the intrinsic motivation moderator analysis, pub- (k = 27) under the fixed-error model. This comparison
lished reports (k = 23, z = 0.24) had a significantly smal- was significantly different (Q(1) = 260.14, p < 0.001).
ler relationship than unpublished reports (k = 2, z = 0.39) Under the random-error model, there was no significant
under fixed-error model (Q(1) = 9.17, p < 0.01). There difference (Q(1) = 0.70, p > 0.05). Second, we conducted
were no differences under the random-error model, Q(1) a meta-regression analysis to assess the impact of age as
= 1.37, p > 0.05. a continuous variable. Using maximum likelihood estima-
tion, we found that age was only contributing a small
non-significant linear effect of 0.007 (slope coefficient)
Age on the relationship between skill-challenge balance and
We next examined whether age would moderate the flow. So as age increases, the correlation was very
challenge–skill balance and flow relationship. We coded slightly increasing as well. The two age findings do not
age dichotomously and continuously. First, we formed seem to reconcile together, suggesting a potential non-lin-
two groups – age 30 and above, and below 30. Separat- ear relationship with age.
ing the two groups at the 30-year mark followed previous For the intrinsic motivation moderator analysis, there
literature examining age groups and flow (e.g. Prescott were no significant differences between age groups in
et al., 1981). Second, we examined age as a continuous fixed or random model of error. Similarly, the meta-
variable to assess any linear trends, using the average age regression indicated no significant age moderation on
of the sample if only a range was reported. Only two challenge–skill balance and intrinsic motivation.
studies did not report age characteristics of their samples.
First, our findings indicated that for older participants
(k = 7), the correlation between skill-challenge balance Cultural characteristics
and flow was z = 0.73 (95% CI = 0.71–0.74) compared We next assessed the moderation of country and cultural
to z = 0.50 (95% CI = 0.48–0.52) for younger participants characteristics. We first compared samples from the USA
12 C.J. Fong et al.

Table 3b. Results of moderator analyses for intrinsic motivation and challenge–skill balance.

95% confidence interval


k z Low estimate High estimate Qb
Publication status 9.17**
Published 23 0.24 (0.32) 0.22 (0.24) 0.25 (0.39) (1.37)
Unpublished 2 0.39 (0.39) 0.29 (0.29) 0.48 (0.48)
Age 1.06
Under 30 19 0.23 (0.34) 0.21 (0.22) 0.25 (0.44) (0.66)
30 and over 6 0.25 (0.28) 0.23 (0.22) 0.27 (0.35)
Country 0.38
USA 10 0.24 (0.31) 0.22 (0.25) 0.27 (0.37) (0.13)
Non-USA 15 0.23 (0.33) 0.22 (0.22) 0.35 (0.44)
Culture 80.71***
Individualistic 22 0.20 (0.30) 0.18 (0.23) 0.22 (0.36) (0.96)
Collectivistic 3 0.36 (0.49) 0.33 (0.07) 0.38 (0.76)
Domain 44.22***
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Leisurea 3 0.15 (0.36^) 0.11 (−0.15) 0.18 (0.72) (0.78)


Work/educa 13 0.24 (0.33) 0.29 (0.25) 0.36 (0.40)
Personala 9 0.29 (0.29) 0.26 (0.26) 0.31 (0.33)
Measurement 119.98***
ESM 6 0.18 (0.19) 0.16 (0.09) 0.20 (0.29) (6.20)*
Single measure 19 0.36 (0.37) 0.33 (0.27) 0.38 (0.46)
Notes: All effect sizes were significantly different from 0 at a p < 0.001 value unless specified. Fixed-effects values are presented outside of parenthe-
ses and random-effects values are within parentheses.
*p < 0.05; **p < 0.01; ***p < 0.001; ^p > 0.05.
a
Shared superscripts indicate significant pairwise comparisons under fixed models of error.

(k = 18) and outside the USA (k = 17). Results revealed under fixed effects only (Q(1) = 80.71, p < 0.001).
that samples from the USA had a correlation of z = 0.47 However, there were no significant differences between
(95% CI = 0.45–0.50) compared to samples outside the US and non-US countries under both models of error for
USA, which had a correlation of z = 0.61 (95% intrinsic motivation.
CI = 0.60–0.63). The international difference was signifi-
cant under the fixed-error model (Q(1) = 88.76,
p < 0.001), but not under the random-error model (Q(1) Domain
= 0.47, p = 0.49). International samples appeared to have Next, the domain of each study was assessed as a mod-
a stronger relationship between challenge-skill and flow erator comparing studies of flow in a leisure context,
compared to USA samples. work/education context, or a personal setting. For exam-
To further understand this moderation, we coded ple, leisure contexts included online activity (e.g. surfing
each sample as either a collectivistic or individualistic the web), recreational sports, and video gaming. Work or
culture based on the country of origin. We determined education contexts involved job settings, school settings,
such categorizations by previous research on collectiv- professional sports, and taking exams. Flow in personal
ism–individualism (e.g. Hofstede, 2001). For example, contexts typically involved participants choosing a few
countries such as the USA, Canada, the Netherlands, salient or meaningful activities that take place throughout
Finland, Switzerland, and Germany were considered a given day. Overall for flow, there were significant dif-
individualistic (k = 28), whereas China, Japan, Korea, ferences among leisure (k = 11), work/education
Greece, and Spain were coded as collectivistic (k = 7). (k = 16), and personal settings (k = 8) under a fixed-error
Results indicated that collectivistic samples reported a model (Q(2) = 688.00, p < 0.001) and marginally signifi-
higher correlation of z = 0.64 (95% CI = 0.62–0.66) than cant under a random-error model (Q(2) = 5.10,
individualist samples (z = 0.53; 95% CI = 0.51–0.55). p = 0.083. Additional pairwise comparisons indicated
However, this difference was only significant under the that leisure contexts had a correlation z = 0.73 (95%
fixed-error model (Q(1) = 59.14, p < 0.001), but close CI = 0.71–0.74), and work/education contexts had a
to marginally significant under the random-error model correlation of z = 0.32 (95% CI = 0.29–0.35). This dif-
(Q(1) = 2.60, p = 0.098). Similarly, the correlation ference was significant under both the fixed-error model
between challenge–skill balance and intrinsic motivation (Q(1) = 650.33, p < 0.001) and the random-error model
was higher for collectivistic cultures (k = 3; z = 0.36) (Q(1) = 4.63, p = 0.031). Compared to leisure contexts,
compared to individualistic cultures (k = 22; z = 0.20) studies examining personal contexts had a weighted
The Journal of Positive Psychology 13

average correlation of z = 0.40 (95% CI = 0.36–0.44).

χ2 (1, N = 36) = 2.56


This was also significantly lower than leisure contexts

Type of flow
under both the fixed-error model (Q(1) = 311.33,

p = 0.11
p < 0.001) and the random-error model (Q(1) = 4.07,
p = 0.044). For only the fixed-error model, results
showed that relationship between challenge–skill balance
and flow significantly varied by whether the activity was
in a work/education context or personal context, Q(1) =
467.004, p < 0.01. In sum, the relationship between
challenge–skill balance and flow is strongest for leisure

χ2(2, N = 36) = 4.40

χ2(2, N = 35) = 4.96


contexts, then personal contexts, followed by work or
education contexts.

Domain

p = 0.11

p = 0.08
The domain was a significant moderator for the rela-
tionship between challenge–skill balance and intrinsic
motivation, but only under fixed effects (Q(2) = 44.22,
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p < 0.001). Personal activities (k = 9) had the highest


correlation (z = 0.29), then work or education-related
activities (k = 13, z = 0.24), followed by leisure activities
(k = 3; z = 0.15). Interestingly, leisure activities had the
smallest correlation out of the three domains, in contrast

36) = 3.86

36) = 0.05

35) = 2.97
with the high correlation in the previous analysis.

0.15

0.82

0.09
Culture
Methodological characteristics

=
=
=

=
=

=
χ2(2, N

χ2(1, N

χ2(1, N
p

p
We next considered the influence of various methodologi-
cal characteristics present in the included studies. Unfortu-
nately, some of the moderators that we believe were
practically and theoretically relevant to the flow literature
Relations between moderator variables for flow and challenge–skill balance.

did not report enough data or used methods too heteroge-


neous to meaningfully aggregate. For example, how stud-
χ2(2, N = 36) = 10.32
χ2(1, N = 36) = 9.27

χ2(1, N = 36) = 3.50

χ2(1, N = 35) = 1.37


ies calculated the challenge–skill balance varied too
p = 0.002

widely. Studies measured the challenge–skill balance in p = 0.006


Country

p = 0.06

p = 0.24
various ways: a single-item assessing balance (e.g.
Schuler, 2007), a scale (e.g. Bakker, 2005), the product of
a challenge measure and skill measure (e.g. Rodriguez-
Sanchez, Salanova, Cifre, & Schaufeli, 2011), an absolute
difference between a challenge measure and skill measure
(e.g. Fullager et al., 2013), or a sum of challenge and skill
(e.g. Waterman, Schwartz, & Conti, 2008). Although the
most common form of operationalizing challenge–skill
χ2(2, N = 35) = 0.06

χ2(1, N = 35) = 0.21

χ2(2, N = 35) = 1.28

χ2(2, N = 36) = 0.28

χ2(1, N = 35) = .578

balance was to use a separate scale of subscale, other stud-


ies computed the balance as either a difference, sum, or
p = 0.80

p = 0.64

p = 0.53

p = 0.87

p = 0.45
Age

product of challenge and skill. Due to the large amount of


heterogeneity, a formal moderator analysis could not be
conducted in the present study. See Table 1 for an
overview of how flow was measured.

ESM vs. single measurements. In the database of studies,


flow was operationalized using a single survey (either
the sum of flow antecedents or a separate flow measure
Moderator variable

Balance measure

which included items assessing engrossment or involve-


Type of flow

ment) or multiple momentary assessments using ESM.


Table 4a.

One methodological concern was comparing whether


Country

Domain
Culture

flow assessed using a survey differs from flow assessed


using ESM, which would provide a more ‘real-time’
14 C.J. Fong et al.

measurement of optimal experience. Flow research has CI = 0.74–0.76) had significantly higher correlations than
moved toward ESM to assess momentary variation in studies that calculated separate measurements of flow
subjectively reported experiences in order to examine and the skill-challenge balance (z = 0.30; 95%
flow. Some researchers argued that this is more accurate CI = 0.28–0.33). This was significant under both fixed-
assessment of the flow state (Csikszentmihalyi & Larson, (Q(1) = 1211.86, p < 0.001) and random-error models
1987). There were only two studies that employed ESM (Q(1) = 16.02, p < 0.001).
when assessing the challenge–skill balance and flow. In
a 10-week longitudinal study, Fullagar et al. (2013) mea- State vs. trait flow. Flow has been understood as either a
sured flow during every practice session for 27 musi- state of subjective experience measured after engaging in
cians, assessing their momentary subjective experiences. an activity or the frequency of activity-specific flow,
They found that the relationship between challenge–skill enduring over time (Jackson, 1996). The difference
balance and flow was quite robust with an average between trait (k = 7) and state (k = 30) types of flow was
weighted correlation z = 0.73. Interestingly, the average assessed. The correlation between flow state and chal-
weighted correlation in the second ESM study was much lenge–skill balance was significantly lower in trait flow
lower. In Chen’s (2000) study, participants engaged in (z = 0.47; 95% CI = 0.43–0.50) than in state flow
(z = 0.58; 95% CI = 0.57–0.60) under the fixed model of
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online activities and web browsing with a repeated pop-


up questionnaire assessing flow. The average weighted error (Q(1) = 39.11, p < 0.001). This was not significant
correlation z between challenge–skill balance and flow under the random model of error (Q(1) = 0.30, p = 0.58).
was only z = 0.04. The variability in measurements in
the ESM studies suggests further research examining
ESM vs. survey measurements of flow. Despite the Relations between moderator variables
paucity of studies using ESM, we attempted to test The moderator analyses indicated that many variables
this moderator. Single measurements of flow and the significantly influenced the relationship between chal-
challenge–skill balance (k = 34) had a significantly larger lenge–skill balance and flow. However, when moderators
correlation than ESM correlations (k = 2) under both are tested individually, they might be confounded with
fixed effects (Q(1) = 182.96, p < 0.001) and random one another (see Cooper, 1998; Patall, Cooper, &
effects (Q(1) = 5.62, p < 0.05). Robinson, 2008). For example, both study location of
Similarly, the average correlation between challenge– USA or non-USA as well as cultural characteristics of
skill balance and intrinsic motivation was significantly individualistic or collectivistic self-construal were signifi-
smaller for ESM studies (k = 6) than single-measurement cant moderators, but it is possible that non-US countries
studies (k = 19). The average correlation for ESM studies are more likely to be collectivistic whereas the USA is
was 0.14 under fixed effects and 0.27 under random individualistic. Therefore, we assessed the pairwise rela-
effects, whereas for single measurement studies, the aver- tionships between the following significant moderators:
age correlation was 0.28 and 0.35, respectively. age, country, culture, domain, type of flow, and correla-
tion calculation. Using effect sizes as the unit of analy-
Subscore–global vs. separate measurements. A fair sis, we conducted a series of chi-square tests for
number of the correlations between skill-challenge and pairwise comparisons of each of the moderators since
flow were calculated by comparing a challenge–skill bal- they were all categorical. The results of all tests for chal-
ance subscore to a global flow score (k = 15). This type lenge–skill balance and flow are reported in Table 4a
of correlation contains some shared variance because the and for intrinsic motivation in Table 4b.
challenge–skill balance is a part of the flow measure. Using a conservative p-value of 0.01, we found one
Other studies compared two separate measurements of cluster of confounded variables involving country, cul-
flow and challenge–skill balance, respectively (k = 20). ture, domain, and type of flow for the flow moderators.
Under fixed effects, moderator analyses revealed that One way to describe this cluster of confounded study
studies with a subscore–global correlation (z = 0.75; 95% variables is as follows: Compared to studies in non-US

Table 4b. Relations between moderator variables for intrinsic motivation and challenge–skill balance.

Moderator variable Culture Domain Measurement


Domain χ2 (2, N = 25) = 1.53
p = 0.47
Measurement χ2 (1, N = 25) = 0.16 χ2 (2, N = 25) = 3.54
p = 0.64 p = 0.17
Balance measure χ2 (1, N = 25) = 1.92 χ2 (2, N = 25) = 2.00 χ2 (1, N = 25) = 0.672
p = 0.17 p = 0.37 p = 0.412
The Journal of Positive Psychology 15

countries, studies in the USA were more likely to repre- t = 14.11), transformation of time (z = 0.33; t = 19.18),
sent a culture with individualistic self-construal, were and autotelic experience (z = 0.59; t = 9.59). The
more likely to measure flow in leisure settings, and were challenge–skill balance was also larger than unambiguous
more likely to assess flow as a state, rather than a trait. feedback (z = 0.72; t = 2.48, p = 0.02), but to a lesser
For intrinsic motivation, there were no confounds for the degree. The relationship between flow and having clear
significant moderators. goals (z = 0.75) and a sense of control (z = 0.79) were not
significantly different from the challenge–skill balance. It
Comparing the challenge–skill balance to other flow is worth noting that sense of control was the most highly
antecedents correlated antecedent with flow.
Among the studies that met our initial inclusion criteria, In addition, we conducted another moderator analysis
13 studies also measured the correlations between flow to assess whether flow measured as a state or trait mod-
and the other eight following factors of the nine-factor erated the correlations of all the antecedents. Overall,
model of flow: merging of action and awareness, clear measured as states, flow correlations with most of the
goals, unambiguous feedback, concentration, sense of antecedents were significantly larger compared to being
control, loss of self-consciousness, transformation of measured as a trait only under fixed model of error. The
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time, and autotelic experience. In order to assess the few exceptions were that concentration and a loss of
relationship between challenge–skill balance and flow self-consciousness were not significantly different from
relative to the other antecedents, we also meta-analyzed each other under both fixed and random models of error,
the correlations between flow and each of the eight other and trait transformation of time (z = 0.45) was signifi-
factors. Results are presented in Table 5. cantly higher than as a state (z = 0.27; Q = 37.5,
Comparing the within-sample correlations to each p < 0.001) under the fixed model of error.
other (see Meng et al., 1992), we found that the
challenge–skill balance is a relatively robust flow anteced-
ent compared to the other eight factors. Under the fixed Discussion
model of error, its correlation to flow (z = 0.76) was signif- The results indicated that the relationship between
icantly larger at the p < 0.001 level than merging of action challenge–skill balance and flow was moderate, and this
and awareness (z = 0.56; t = 10.42), concentration relationship was influenced by a number of moderating
(z = 0.65; t = 5.83), loss of self-consciousness (z = 0.46; variables. This moderately large correlation reveals that

Table 5. Results of comparing correlations between flow and its antecedents and assessing trait vs. state moderator analysis.

Overall Z 95% CI Flow as state 95% CI Flow as trait 95% CI Qb


(k = 13)1 (k = 9) (k = 5)
Challenge–skill balance 0.76 0.75, 0.78 0.79 0.78, 0.81 0.67 0.64, 0.7 56.64***
(0.70) (0.53, 0.82) (0.68) (0.39, 0.84) (0.69) (0.55, 0.79) (0.004)
Merging of action & awarenessa 0.56 0.54, 0.58 0.59 0.57, 0.62 0.49 0.44, 0.53 17.31***
(0.54) (0.41, 0.65) (0.55) (0.34, 0.71) (0.50) (0.33, 0.64) (0.166)
Clear goals 0.75 0.74, 0.77 0.79 0.78, 0.81 0.63 0.59, 0.66 94.07***
(0.69) (0.50, 0.82) (0.68) (0.38, 0.85) (.65) (0.49, 0.77) (0.059)
Unambiguous feedbackb 0.72 0.70, 0.73 0.75 0.73, 0.76 0.64 0.60, 0.67 35.31***
(0.69) (0.53, 0.80) (0.68) (0.45, 0.83) (0.64) (0.42, 0.79) (0.106)
Concentrationa 0.65 0.63, 0.67 0.65 0.63, 0.67 0.64 0.61, 0.67 0.225
(0.64) (0.53, 0.74) (0.64) (0.48, 0.76) (0.62) (0.41, 0.76) (0.05)
Sense of control 0.79 0.78, 0.80 0.83 0.82, 0.85 0.66 0.62, 0.69 136.45***
(0.73) (0.55, 0.85) (0.74) (0.49, 0.88) (0.65) (0.43, 0.80) (0.453)
Loss of self-consciousnessa 0.46 0.44, 0.49 0.46 0.43, 0.49 0.47 0.42, 0.51 0.22
(0.52) (0.39, 0.63) (0.50) (0.33, 0.64) (0.48) (0.25, 0.66) (0.03)
a
Transformation of time 0.33 0.30, 0.35 0.27 0.23, 0.30 0.45 0.41, 0.50 37.5***
(0.40) (0.24, 0.54) (0.30) (0.10, 0.47) (0.50) (0.26, 0.68) (1.79)
Autotelic experiencea 0.59 0.57, 0.61 0.61 0.59, 0.64 0.55 0.51, 0.59 6.82**
(0.62) (0.59, 0.64) (0.63) (0.45, 0.76) (0.55) (0.45, 0.76) (0.39)
1
Overall k does not add up to 13 because one study measured both trait and state flow with the same sample, so the independence assumption was not
violated.
Note: Included studies were those indicated in Table in the column Correlation Calculation as “Subscore-Global.” All effect sizes were significantly
different from 0 at a p < 0.001 value unless specified. Fixed-effects values are presented outside of parentheses and random-effects values are within
parentheses
**p < 0.01; ***p < 0.001.
Superscripts denote statistically significant differences between challenge–skill balance and other antecedents.
a
p < 0.001; bp < 0.05.
16 C.J. Fong et al.

there is evidence for the fundamental notion that match- Perhaps as adults begin work, the initial excitement of a
ing skill and challenge is an important flow indicator. new job and career may dissipate as routine sets in.
However, the lack of a strong, robust relationship sup- Wolfe and Kolb (1980) theorized that as individuals
ports the possibility of other theoretical antecedents of become more specialized in their fields, they experience
flow. The other eight theorized antecedents to flow var- the onset of routine and tasks becoming less challenging,
ied in its relationship with flow relative to the strength and ultimately less satisfying. This is especially evident
of challenge–skill balance. Additionally, the lack of rela- when individuals reach the mid-life transition or ‘crisis’
tionship between skill and challenge and the difficulty of (see Brim, 1976). It follows that for older individuals to
operationalizing challenge (Engeser & Rhineberg, 2008) experience flow, the importance of the challenge–skill
may explain this weaker than expected relationship balance seems more salient. On the other hand, when we
between challenge–skill balance and flow. Overall, there assessed age continuously in a meta-regression analysis,
is adequate support that matching skill and challenge is there was essentially no linear trend between age and
robustly related with feelings of flow or optimal experi- correlation effect size. Either age really does have no
ence. There is a similar finding with the intrinsic motiva- effect on how related the challenge–skill balance is with
tion studies as well. flow, or there is possibly a nonlinear relationship.
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It is important to note that some of the meta-analytic Because of the uneven distribution of ages in our sample
findings were based on a small number of effect sizes of studies, creating equal groups to assess quadratic or
and studies. Caution should be taken when interpreting higher order function curves was unfeasible. Moreover,
the specific magnitude of the effects. Surprisingly, the age did not moderate the relationship between chal-
majority of studies that reported correlational relationship lenge–skill balance and intrinsic motivation, suggesting a
between challenge-skill and flow were single survey consistent influence of challenge–skill balance on intrin-
measurements of the related constructs with hardly any sic motivation across the developmental lifespan.
experimental designs where various levels of the
challenge–skill balance were manipulated. The studies
that measured challenge–skill balance and intrinsic moti- Cultural characteristics
vation represented a much more diverse set of designs, Because of the international scope of research on flow,
including ESM studies and experimental studies (see we conducted two moderator analyses assessing whether
Table 1). Other studies reported regression coefficients country and self-construal affected the magnitude of the
controlling for a diverse amount of variables but could challenge–skill balance and flow relationship. First, stud-
not be statistically integrated together. Although these ies with USA-based samples had a weaker relationship
studies also investigated important questions related to between challenge–skill balance and flow compared to
the present study, their data could not be practically non-USA countries. This followed previous research
aggregated in the meta-analysis. such as a cross-cultural study comparing USA and
Italian adolescents (Carli, Delle Fave, & Massimini,
1987). They found that flow was much more congruent
Moderators to challenge–skill balance in the Italian sample, but more
Driven by theoretical and methodological concerns in the diffused and less polarized in the USA sample. As dis-
literature, moderator analyses revealed that the relation- cussed earlier, this contrast was confounded by domain,
ship between challenge–skill balance and flow varied by type of flow, and self-construal. Self-construal contrasts
individual characteristics, setting, and methodological indicated that the effect sizes were larger in samples
characteristics. For example, published studies had a sig- from collectivistic cultures compared to individualistic
nificantly higher averaged correlation compared to cultures. Our findings extended other cross-cultural
unpublished studies. There may be a bias in how this research by adding other nations such as Spain and
construct is represented in the field. Greece, instead of limiting collectivistic nations to sim-
ply China or other Asian countries. Previous research
actually showed that collectivistic nations might have a
Age more prudent approach to challenges, and thereby bias
Assessing age dichotomously, we found that studies with personal skill in their optimal challenge/skill ratio com-
subjects aged 30 and over had a much stronger relation- pared to cultures with an independent or individualistic
ship between flow and the challenge–skill balance, but self-construal (Moneta, 2004). Our findings were con-
this effect was only significant under fixed effects. trary to this: Collectivistic samples had a higher correla-
Although flow in the majority of the literature seems to tion with optimal balance and both outcomes of flow
transcend any age group, our exploratory analysis sug- and intrinsic motivation compared to the individualistic
gested that as individuals get older, having their skills samples, which should theoretically be less challenge-
match the level of challenge is more related with flow. avoidant. There is still little research in this area, and
The Journal of Positive Psychology 17

future directions regarding this personal and cultural leisure activities and work/education activities, which
moderation are suggested. may explain this order of magnitude across domains.
This includes both discretionary and obligatory activities
throughout a given day.
Domain
Given that flow–balance relationship is stronger in leisure
contexts, the weaker relationship in work/education envi- Methodological characteristics
ronments and personal situations might be explained by a The correlation between challenge–skill balance and flow
variety of reasons. Abuhamdeh and Csikszentmihalyi was higher when flow was measured as a state vs. trait.
(2012) discussed that many everyday activities such as One potential explanation for this difference is with flow
school-related activities are not typically engaged in vol- state, measured by subjective experiences after a particu-
untarily. Instead, students, out of obligation or necessity, lar task, individuals can more immediately, and arguably
might participate in academic or work-related activities more reliably, respond to flow antecedents. With flow
(Graef, Csikszentmihalyi, & McManama Gianinno, trait, individuals are responding to how often they expe-
1983). Therefore, optimal challenges do not seem to be rience flow antecedents, essentially describing a more
as flow inducing in academic contexts than leisure con-
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enduring autotelic personality. Even in comparison with


texts (Bassi & Delle Fave, 2012). Csikszentmihalyi and the other flow antecedents, the trait correlations overall
LeFevre (1989) described that optimal experiences during were smaller or equal to state correlations because traits
work or school work involve low levels of happiness, are not exact, but based on situational factors and depen-
freedom, and intrinsic motivation. In contrast, other dent on context (see Fridhandler, 1986). For example,
research pointed to how important one perceives the there may be some contexts where an autotelic individ-
activity to moderate how the challenge–skill balance ual may enjoy doing a task for its own sake, but also
influences flow (Engeser & Rhineberg, 2008); however, engage in other behavior out of duty or necessity. Such
assuming that work/education contexts are valued as transient factors associated with trait measures may
more important despite being less intrinsically motivating, explain why trait correlations were smaller overall. Inter-
the influence of task importance or value seems reversed estingly, concentration and loss of consciousness had
according to the results. In addition, for work/education similar correlations when assessed as state vs. trait. One
activities, the lower correlation between flow and chal- notable commonality between these two antecedents is
lenge–skill balance may be explained by the presence of they are both aspects of being in flow, rather than a pre-
greater challenge in this context. The high levels of chal- cursor or outcome of flow based on the Quinn Model. It
lenge reduce the likelihood for skill and challenge to follows that these antecedents are equally likely to be
match; instead of flow being induced, anxiety may be salient as a trait, or the autotelic personality, compared to
present. This demands greater attention on how to fit as a state. Csikzentmihalyi (1990) described autotelic
together appropriately challenging assignments to the individuals as ‘more involved with everything around
skill level of students and employees. However, even in them because they are fully immersed in the current of
the typically highly extrinsically motivated classroom or life’ (p. 84). Concentration and loss of self-conscious-
working contexts, it is possible for individuals to feel ness are also highly related as one is focused in the task,
more motivated while engaged in very challenging activi- forgetting irrelevant concerns – in a way, to be truly con-
ties (Csikszentmihalyi et al., 1993). How to create situa- centrated is to lose one’s sense of self. In addition, some
tions in academic contexts that provide the types of researchers argued that concentration would be correlated
experiences found in intrinsically motivated, goal-directed with both flow as a state or trait because flow’s definition
activities is the challenge confronting intrinsic motivation is so inextricably tied to intense-focused concentration.
research. Interestingly, leisure activities, such as web- Another interesting finding was that transformation
browsing (see Shin, 2006), may be intrinsically motivat- of time was significantly higher when measured as a trait
ing, but the perceptions of challenge for such an activity instead of a state. In a similar way to loss of conscious-
are dubious. There is no built-in pursuit of goals; ness, the sense that time ‘flies by’ is a natural result of
therefore, a sense of challenge is less relevant for task being fully immersed in an activity. Thus, transformation
absorption or flow (Abuhamdeh & Csikszentmihalyi, of time seems more related to the autotelic personality
2012). (trait) vs. the feelings right after an activity.
Personal settings that consist of the activities salient One of the most robust findings was the calculation
to their identity or chosen by participants to be meaning- of the correlation between flow and optimal balance,
ful or important had significantly higher optimal balance using a global flow scale and one of its subscales of
to flow and intrinsic motivation correlations than work challenge-skill fit has a much larger correlation than if
and education activities. Practically, individuals most they are two separate, unrelated measures. Although we
likely will choose personal activities that include both expected shared variance between the global score and a
18 C.J. Fong et al.

subscale, the average weighted correlation was unexpect- was better with moderate to high self-determination.
edly high, and artificially inflated the average weighted Hodge et al. (2009) found that intrinsic motivation that
effect size. Examining the range of correlations between needs satisfaction (competence, autonomy, and related-
global scales and subscores, we found some studies ness) were significant predictors of dispositional flow.
reporting low correlations (z = 0.55; van Schaik, Martin, Regarding goals, Novak, Hoffman, and Duhachek (2003)
& Vallance, 2012) and even negative correlations revealed that online users experienced greater flow when
(z = −0.25; Marzalek, 2006). Not every inflated correla- they were engaged in goal-directed activities vs. experi-
tion appeared extremely high, suggesting adequate vari- ential activities, suggesting the importance of goals when
ance in using this type of calculation. Also, many of the experiencing flow. In sum, among the nine theorized flow
intercorrelations consist of one-ninth of the scale being antecedents, the challenge–skill balance is highly corre-
correlated to the global flow measure. However, in order lated with flow among other motivational antecedents
to more fairly compare apples to oranges, we examined such as control and clear goals.
all the global to subscale studies that used all nine ante-
cedents. In sum, the most conservative estimate of the
relationship between challenge–skill balance and flow is Limitations
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using the studies that used separate measurements of This study is not without limitations. Mainly, limitations
both; this results in a much smaller correlation of to generalizability are present. It is also important to note
z = 0.30, similar to the correlation of the challenge–skill that synthesis-generated evidence should not be inter-
balance and intrinsic motivation, which suggests that preted as supporting statements about causality (see
flow and intrinsic motivations are comparably related Cooper, 1998). Thus, when exploratory moderators are
with an optimal balance of challenge and skill. found to be associated with the effect sizes, these find-
Lastly, the use of ESM was compared with single ings should be used to direct future researchers to exam-
measurements of the challenge–skill balance. When ine these factors. Finally, there were a number of
assessing both intrinsic motivation and flow, ESM stud- potentially interesting and theoretically relevant variables
ies on average reported lower correlations. This finding that could not be examined as moderators. Gender as
implies that single measurements may inflate the influ- well as other individual and personality variables would
ence of the challenge–skill balance compared to momen- be interesting to examine. Although we assessed age
tary assessments, which may more accurately assess the moderation to some degree, a lack of data as well as a
levels of flow and their antecedents. bias toward older populations prevented further modera-
tor analyses to measure curvilinear effect. Also, as noted
earlier, there was a cluster of confounded moderator vari-
Other antecedents ables. This prevents interpreting the effects of country
Compared to the other eight flow antecedents, challenge– origin from cultural characteristics, domain, and whether
skill balance remains a powerful precursor to flow. This flow was measured as a trait or state. In addition, some
finding supported original conceptions of flow where of the correlations in the study sample represented inter-
challenge–skill balance must be met in order for flow to correlations between the challenge–skill balance and flow
occur. However, the challenge–skill balance as the sole measure, which caused some inflation in the effect sizes.
catalyst of flow is also brought into question, and consid- Assessing the differences between fixed- and ran-
eration for other antecedents is recommended. Results of dom-error models, we found that most moderator analy-
the meta-analyses indicated that clear goals and sense of ses were significant under the fixed-error model, but not
control were as powerful as challenge–skill balance as so in the random-error model. We caveat such findings
sources of flow. Whereas the other antecedents (e.g. con- as limited in their generalizability of these particular
centration, merging of action and awareness, and feed- moderator variables (see Cooper, 1998).
back) appear to be more cognitive of nature either
influencing their thought processes or learning, sense of
control and clear goals are more directly related to Implications of flow antecedents in the real world
motivation. Sense of control, or a sense of autonomy is Every day, whether in work or school, in leisure activi-
one of the central components to SDT (Ryan & Deci, ties, or engaging in daily tasks, people prefer an optimal
2000), and the importance of goals has been underscored experience of positive affect and attempt to avoid feel-
in a variety of motivation theories (e.g. Carver & Scheier, ings of boredom, anxiety, and apathy. Across the life-
1982; Nicholls, 1975). Bassi and Delle Fave (2012) span, the pursuit of happiness has become nearly
conducted a study of high school students using ESM to axiomatic, and the importance of flow induction is inex-
examine optimal experience and self-determination. They tricably a part of this ubiquitous endeavor (see Seligman
found that flow was associated with low levels of & Csikszentmihalyi, 2000). How to create flow states
self-determination, but that the quality of the experience and to instill intrinsic motivation has been an important
The Journal of Positive Psychology 19

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Acknowledgments investigation into the fole of flow and creativity. PhD Dis-
sertation (ProQuest Dissertations and Theses). Chestnut
We want to specially thank Erika A. Patall and Dale H. Schunk
Hill, MA: Boston College.
for their helpful comments on previous versions of this
Cooper, H. (1998). Synthesizing research: A guide for literature
manuscript.
reviews (3rd ed.). Thousand Oaks, CA: Sage.
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