Procedures

Research Workflow

Phase 1: Literature Review (4 weeks)

  1. Systematic search across Web of Science, Scopus, SSRN, NBER
  2. Three rounds of keyword-based searches (see lr_search_incl_excl.qmd)
  3. PRISMA-compliant screening and selection
  4. Literature classification (A/B/C grades)
  5. Conceptual model refinement based on literature gaps

Phase 2: Data Collection & Variable Construction (6 weeks)

  1. Week 1-2: Extract BoardEx education data
    • Download director-level data with education fields
    • Identify STEM-classified qualifications
    • Extract AwardDate for vintage calculation
  2. Week 2-3: Classify STEM vs. non-STEM qualifications
    • Create classification dictionary
    • Manual validation of ambiguous cases
    • Compute TKL for each STEM director
  3. Week 3-4: Download and parse 10-K filings
    • Bulk download from SEC EDGAR (XBRL full-text)
    • Extract relevant text sections (MD&A, Risk Factors, Business Description)
  4. Week 4-5: Run GenAI keyword extraction
    • Apply validated keyword dictionary
    • Compute TF-IDF weighted scores
    • Calculate AI Adoption Speed (quarters to first mention)
  5. Week 5-6: Merge and validate
    • Link BoardEx -> Compustat -> CRSP -> EDGAR via CIK/GVKEY
    • Handle missing data (imputation for AwardDate)
    • Construct panel dataset (firm-quarter)
    • Winsorize outliers (1st/99th percentile)

Phase 3: Empirical Analysis (4 weeks)

  1. Week 1: Descriptive statistics and correlations
    • Sample composition by vintage category
    • Industry distribution
    • Temporal trends in GenAI adoption
  2. Week 2: Main DiD estimation
    • Triple DiD model (H1)
    • Tech Committee interaction (H2)
    • Vintage faultline analysis (H3)
    • Reskilling moderation (H4)
  3. Week 3: Robustness and supplementary analyses
    • Event study (parallel trends verification)
    • IV estimation (birth year instrument)
    • Placebo tests (non-GenAI technologies)
    • Alternative vintage cutoffs (2010, 2012, 2015)
    • Heterogeneity by industry and firm size
  4. Week 4: Results compilation
    • Tables and figures
    • Sensitivity analysis summary
    • Effect size interpretation

Phase 4: Writing & Submission (4 weeks)

  1. Week 1: Draft Introduction, Theory, Hypotheses
  2. Week 2: Draft Method, Results
  3. Week 3: Draft Discussion, Conclusion
  4. Week 4: Internal review, revision, journal formatting

Quality Checkpoints

Checkpoint Criteria Phase
Literature saturation No new themes emerging in final round Phase 1
Data validation <5% imputation rate for AwardDate Phase 2
Parallel trends Non-significant pre-treatment coefficients Phase 3
Robustness Results stable across alternative specifications Phase 3
Internal review Co-author sign-off on all sections Phase 4