Maria Medina ePortfolio on Adult Education

Evidence (page 3)

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#13
LEARNING CONTRACT/Problem: Lack of Structure for the Tobacco Prevention Program Managers across the State of Wyoming regarding smoke free policy change

Solution: Provide comprehensive smoke free environment educational timeline to State of Wyoming for implementation in each county

NAME: Maria Medina

Learning Objectives: What you intend to learn. Your guiding directives to keep you on task. Strategies: How you plan to organize your work and your learning. This is a self-directed course, how will you direct it? Demonstration or Product: What will you provide the instructor as evidence of your work? Oral discussion, paper report, designed/developed instruction, references, etc. Assessment criteria: What is the level of learning you hope to achieve? Refer to Bloom's taxonomy or other lists of learning categories

Improve my understanding of the functions of each individual non profit organizations under the Dept. of Health, Substance Abuse Division Tobacco Control Program.

Acquire more information about community change, substance abuse logic modeling and strategic planning.

Enhance my understanding of each program in relation to my research on community change, substance abuse logic modeling and strategic planning.

Improve my ability to create and execute implementation of the new information

Improve my ability to integrate new information with old ideas to enhance program manager educational timeline.

Enhance my overall understanding of the potential of connecting communities in a smoke free political effort.

Actively participate in interviewing each of the program managers across the State of Wyoming to assess local conditions.

Read the texts listed and electronically research these topics.

Create a motivation and goal setting worksheet for each program to complete.

Create a short survey assessing the completed timeline and distribute to all program managers.

Redo timeline with additions or withdrawals of previous activities in order to accommodate program manager needs.

Create a short survey for the state department to assess the completed timeline. Provide a journal of these experiences and reflections of these interviews.

Provide an annotated bibliography of all texts and applicable research. (minimum 5)

1. Provide motivational and goal setting worksheet. 2. Compile and review all obtained information and create a universal timeline of monthly activities for educating the community on smoke free environments, leading to policy change.

Provide survey and conclusion of results

Provide completed timeline.

Provide survey and results from state

Knowledge: Observation and recall of information. Defining and examining program functions.

Comprehension: Grasping the meaning and translating knowledge into new context.

Application: use information to solve problems using required skills or knowledge.

Analysis: Analyze and compare identification of components, looking for patterns that need to be rearranged etc.

Synthesis: Modify and integrate old ideas to create new ones by relating knowledge from several areas.

Evaluation: Compare and discriminate between personal and state recommendations.

Resources required:
Americans for Nonsmokers Rights Clearing the Air: A guide to passing Clean Indoor Air Ordinances, 2000.

Hauck, S (2002). Wyoming Tobacco prevention Program Manager's Guide to
Strategic Planning and Grant Application Process, Teton Village, WY: Wyoming Dept. of Health

Media Start: Analyzing Tobacco and Alcohol Messages, Center for Substance Abuse Prevention, Substance Abuse and Mental Health Services Administration, the On Smoking Health, Centers for Disease Control and Prevention, The American Academy of Pediatrics and The Education Association Health Information Network, June 1999.

Orlandi, M. (1995). The challenge of Evaluating Community-Based Prevention Programs: A Cross-Cultural Perspective. In Orlandi, M.S. (Ed.) Cultural Competence for Evaluators (pp. 1-22). Rockville, MD: U.S. Department of Health and Human Services, Public Health Service.

Schultes, R.E., & Hofmann, A. (1992). Plants of the gods. Rochester, VT: Healing Arts Press.

Wilson, J., Luna, N., Hogan, J., Gabrielsen, K., Fisher, G., & Grothaus, D. (2004). Substance Abuse Prevention Specialist Training Participant Manual, Reno, NV: University of Nevada,

Target dates: Starting date of course August 25, 2008
Ending date of course December12, 2008. Due dates for assignments below.

Journal: Due by midnight on September 15th, 2008
Bibliography: by midnight on September 25th, 2008
Goal Worksheet: by midnight on October 15, 2008
1stTimeline : by midnight on October 25th, 2008
Program Manager:Survey and Results by midnight on November 15th 2008
Final Timeline: by midnight on November 25th, 2008
State Staff:
Survey and Results by midnight on December 10th, 2008




#15

Self Designed Case Study
Story Problem: A Job Too Big
Maria Medina, University of Wyoming

Christy has been a program manager for a county wide tobacco prevention program for four years. Within this time frame she has been considered one of the more successful managers of the twenty three other managers in her state. While she has made several friends within the program manager group, there are several that have some animosity over her level of success.

One day as she is working right along on the daily activities of the program, she receives a call from her direct supervisor.

This is Christy, she answers the phone, and how can I help you?

Oh yes hello there Christy, Joe here. Listen I have a very serious proposal for you. We have decided to start a smoke free initiative for the state and I would like you to take a leave of absence from your current local level position and join the statewide team for about eight months.

Hmm,says Christy, it makes me a little uncomfortable thinking about having to be in charge of those who were once my peers, won't that cause some trouble in. They have no choice,he interrupts. I will provide you all the support that you may need and your pay will increase considerably.

Naturally she feels as though this would be a great opportunity to enhance her professional experience, as well as fatten up the resume that she has been working on for months.

Well,Christy questions, what exactly would I be doing?

You will need to come up with a specific timeline to be used by every program manager in the state. This timeline will have activities and requirements that each of them will need to complete during the same time frames. You will also be directly responsible for making sure that they are in fact doing their job.

Christy has considerable experience with passing local level legislation regarding smoke free policy and has managed one staff person as her assistant before. However, she has never worked on the state level nor has she even come close to managing twenty three other individuals. Christy is not only apprehensive about taking on such a large responsibility but she is concerned with how the other program managers will take her. She is more than confident in her abilities but is nervous about the outcome due to these concerns.

So,he says, what is it? Are you in or are you out?

Christy is starting to feel the pressure and definitely feels as though she is caught between a rock and a hard spot. Christy knows that this opportunity could enhance her career and at the same time, she knows that by saying no, she could possibly offend the one individual who is directly in charge of her current position.

Oh,she says,Ok, I am in?

Great,says Joe, start working on the plan and I will be in touch.

Possible points for consideration:

1.How should Christy prepare herself personally for the upcoming responsibility of the other program managers? What can you tell Christy to help her in creating a plan?

2.What are Christy's principal issues? What theories of learning, instruction, or program planning can Christy use to prepare for these issues?

3.Did Christy's supervisor Joe act appropriately? Were any ethical boundaries crossed? If so, based on past literature of ethical practice, how could Joe have approached this situation differently?

#16

Self Designed Case Study Response

Personal Case Study A Job Too Big: A Critique
A Job Too Big
University of Wyoming
Maria Medina
ADED 5090: M.A. Capstone Course
Dr. Michael Day
Dr. Steve Aagard
Spring 2009

Summary

Rather than remaining in her own personal little comfort zone, Christy is faced with considering a brand new position that would entail much more responsibility and require her to work in some unfamiliar territory. The move to the new position could prove to be a positive step toward professional growth and could possibly add an invigorating component to her life after working for several years in the same position. This new position could also create an exciting component for twenty two other program managers across the state.

Christy has been working in her current position, as the project director for a local tobacco prevention program, for four complete years. Historically, Christy has been known as one of the top program managers within the field of tobacco prevention. She has had direct experience with working on a local level towards passing a smoke free ordinance. During her time as a tobacco prevention program manager, Christy has only been responsible for supervising one staff employee. This staff employee was her assistant. While Christy has been considered so successful, she has experienced some hard feelings from the other program managers across the state.

Christy has been asked to join a statewide smoke free initiative, in which she would be directly responsible for all of the other program managers across the state. This request is commendable since being requested at this level means that one is highly reputable within the state program. Christy realizes that this promotion could also aide in future endeavors by adding to her resume. This request can also add an element of tension and anxiety for Christy and the other program managers that were once her peers. Christy mentions her apprehension to her supervisor to try and alleviate the anxiety and she is promised the support that she may need. Christy is also faced with the anxiety of turning this offer down, in fear of being frowned upon and possibly loosing her current position.

Joe, Christy's current supervisor, takes a very aggressive stance when offering Christy this position. Joe has a short and choppy communication style and offers no time for Christy to ponder the offer. When Christy did try and voice her concerns, she was quickly interrupted and offered no real elaboration on accommodations for her concerns. Joe provided a quick and easy job description, including constructing timelines to be carried through by all program managers and a direct responsibility of holding the program managers accountable. Ultimately, Joe pressured Christy to make her decision right then and there; which lead to her acceptance of the position.

Appraisal

It appears to be that three main areas of concern appear in this case study. These areas include Christy as the main Program Manager, Joe as the direct Supervisor and the other twenty three program managers. The main Program Manager, Christy, is encountering some fear of involvement, lack of time for preparation and is missing a beginning model to start from. Joe, the direct supervisor, is providing some communication barriers to discussion, adding the obstacle of being unable to understand how to facilitate program methods and is lacking in providing proper training of a public manager. The twenty three program managers, although transparent in this case study, have caused some insecurities as well.

Strategies

First, Christy, as the main Program Manager, is experiencing an intense fear of involvement. Christy is faced with directing twenty three program managers that were not only once her peers but also have some negative feelings towards her for being the most successful program manager in the state. Christy has had plenty of experience assuming the change agent role within her community; however, playing that role among her peers is quite a different story. It is apparent that someone was needed to get these program managers all on the same page; therefore, a change agent is needed to get the new method diffused. Rogers (2003) offers supporting explanation to this situation by asserting that there is such a thing as an individual-blame bias. This is the tendency for diffusion research to side with the change agencies that promote innovations rather than with those that are the actual potential adopters of the idea. This can support the idea that the state agency is in fact the change agency promoting the innovation, while Christy is left to diffuse the idea to the potential adopters. There is a definite disconnect between those who want something to happen and those whom it is happening to. Christy must then address this with the state agency before any proposed change can happen.

Also, Christy is faced with a definite lack of time for preparation. She has no idea how long she has to prepare nor does she know if there is a specified due date for implementation. Sylvia & Sylvia (2004) make it clear that the program managers who take a serious look at program planning will reduce the problems that can be faced in a day-to-day management setting; therefore, making the implementation of public policy more effective. This can directly follow up the fact that Christy needs to recognize the need to plan before attempting her new position. This need for planning will lead to the actual construct of a plan that would include the program goals and objectives and the steps needed to reach those. Sylvia & Sylvia (2004) state performance tends to be higher when goals are specified than when they are not(p. 36).

In addition, Christy is missing a beginning model to start from. The state has not provided a model of best practices or preferred process, which leaves Christy creating a model based on her own knowledge. While it is probable that there is an array of programming models offered for various fields, it is imperative to have a model to start from in order to design and implement the plans of action needed to carry out the planned program. For instance, Boone, Safrit & Jones (2002) offer thirteen different programming models in the field of adult education; however, they base them all on certain main sub processes. These sub processes include planning, design, implementation, evaluation and accountability. These should be the exact tenets included in Christy's final model.

Second, Joe, the direct supervisor is producing some extreme barriers in communication. Although Joe may severely want Christy to accept this position, he portrays himself in an aggressive manner; therefore, obstructing any comfort level for Christy to feel free to get what she needs out and answered. Vella (2002) has an intriguing way of explaining the problems of supposing one is doing all that it takes to communicate a message, when they are actually lacking. Vella (2002) goes on to explain that one may not be aware that some of their questions are closed or that the sequence in which they are stated is inappropriate. Vella (2002) states you may not be aware of the importance of relationship, the use of energy, the honoring of duality and uncertainty, and the fact that learner perception and participation are operative(p. 244). Joe definitely lacks in this aspect and makes the environment for open communication, closed.

Moreover, Joe exhibits lack of comprehension in the general concepts of understanding and facilitating program methods. As a state supervisor, one would think that Joe would understand the lengthy process of initiation and implementation of a new program. For the purposes of this case study, Joe appears to be in such a rush that he is missing the principle foundations of a successful program. It is odd that a state supervisor would not take this into consideration since a solid majority of those programs are outcome based. On an initial premise, has Joe taken the needs of the program participants into consideration at all? Christy raised suspicion of working with the twenty three other program managers and Joe replied they have no choice! Posavac & Carey (2007) express the importance of identifying and measuring the level of unmet needs within an organization or community before any effective program planning can begin. For this case study, perhaps each program manager has a separate community that differs from the other twenty two. This should all be taken into consideration before a general timeline of activities is forced on each community, to be implemented at the same time frame.

Furthermore, Joe shows a problem in the general area of proper human resource process. Joe did not mention a possibility of providing a proper training for Christy to prepare her for the role of Public Manager. It seems a bit inappropriate to hire someone for a position, expect them to rush into it and fail to provide proper training. As noted by Wilson & Hayes (2000) that human resources development is so focused on performance outcomes that the significance of learning, by the learner, is viewed as a secondary principle by most professionals in the human resources development field. It is apparent that Joe is a bit caught up in the optimal performance but has left out the very important aspect of the employees learning needs. Brockett & Hiemstra (2004) state our hurry- society has led to a lack of civility and what often appears to be a loss of logic or reason(p. 104).

Lastly, the twenty three program managers, although transparent within the case study, have managed to cause some insecurities for Christy as the main program manager. While insecurities in a new position or for a new workplace is not uncommon, there are things that can be done to foster a safer environment for all parties involved. Brockett & Hiemstra (2004) contend that a great way of establishing an ethical environment is to have a pre developed code of ethics that all are provided and expected to follow. For this situation, I would suggest that Christy make personal contact with each and every one of the twenty two program managers on a one on one basis, discuss any problems or concerns, offer an open line of communication and then provide this universal code of ethics to each of them. Also, Christy must never forget that she was once at the same level that each of these program managers are. The idea should stay with working in unity rather than working in power. Lindeman (1929/1989) stated workers education, already the most vital sector of the adult education movement, forecasts a new phase of industrial readjustment: the displacement of the use of force by the use of intelligence(p.27) Ultimately, Christy can overcome the negative vibes that she feels from these other program managers by joining them for the same cause rather than taking an authoritative approach. As a final note, Lindeman (1929/1989) breaks it all down by saying that we already know, empirically at least, that many of our desires and wishes are validated and many obstacles dissolved by means of bringing our submerged conflicts to the level of consciousness.

In conclusion, it is apparent that both Christy as the main program manager and Joe as the direct supervisor are both encountering different perceptions of the same situation that lead to different emotions. Not only is problem recognition imperative in this situation but solution or strategy will be the key to a successful outcome. As for the suggestions offered for the third component of the twenty three program managers, this in itself could alleviate some undesirable effects. All in all, the solutions suggested are only some that could possibly lead to the goal of a positive end result, which all parties share in common.

Annotated References

Boone, E., Safrit, R. D. & Jones, J. (2002). Developing programs in adult education. Long Grove, IL: Waveland Press, Inc.As a comprehensive guide for present and future adult learners, this book offers a wide variety of ins and outs in the field of program development in Adult Education. A great deal of focus is placed on all areas of the field within this book. These include planning, designing, implementing, evaluating and accounting for adult educational programs. This author also offers a program model that can be adopted within other programs. First, a review of major programming models is offered, followed by a theoretical approach. Next is a rather hefty but informative portion designated just for the planning component. Lastly, implementation, evaluation and accountability are discussed. This is a very interesting read with much to offer the common adult educator.

Brockett, R., & Hiemstra, R., (2004). Toward Ethical Practice. Malabar, FL: Krieger Publishing Company.
This is a must read for anyone currently employed or planning employment within any professional field. More specifically, this is a very pertinent read for those within the field of adult education. This author starts by defining ethical practice in general and then takes a deeper look of ethical dilemmas and how to respond to those. This author also provides a phenomenal ethical decision making model that can be utilized by those practicing in the field. While much of the focus is on dealing with other ethical dilemmas, the author pushes the reader to self evaluate and come up with personal statements of philosophy to place some definition on ones self and where one comes from. Several possible ethical dilemmas are discussed as well as ways in responding to such. The author concludes by taking a look at some different ethical codes and standards as well as providing ideas on how to create an ethical environment.

Lindeman, E. C., (1989). The meaning of adult education. Canada: Harvest Housen. (Original work published in 1926)
It is difficult to explain this book with only words absent vocal tone and facial expression. This is a must read for anyone with any interest in higher learning, regardless of profession. Not only is it exciting to read something that the father of adult education has composed but the works within this book are great examples of sound philosophical beliefs backed by a social philosophical view. To put it very plainly, this book offers sound information, beautiful perspectives and meaningful quotes, all while stimulating the reader to apply the reading to themselves. This is a great book to use for any course having to do with post secondary education. This work is not affected by time and while it was first published in 1961, every bit of it can be applied to the modern time in which it is read.

Posavac, E., & Carey, R., (2007). Program evaluation, methods and case studies. Upper Saddle River, NJ: Pearson Education Inc.This publication provides the ins and outs of all aspects of program evaluation. The authors cover program evaluation, planning and evaluation, selecting criteria and setting standards for evaluation, developing measures, ethics in program evaluation, the assessment of need, monitoring the operation of programs, qualitative evaluation methods, single group non- experimental outcome evaluations, quasi-experimental approaches to outcome evaluation, using experiments to evaluate programs, analysis of costs and outcomes, evaluation reports: interpreting and communicating findings and finally how to encourage utilization. It is apparent that this is a must read for anyone operating within the field of program planning, management or evaluation.

Rogers, E. M., (2003). Diffusion of Innovations. New York, NY: Simon & Schuster, Inc.This is a classic work surrounding the concepts of diffusions of innovations. There are important insights and pure examples to draw upon for use in the field. All elements of diffusion are explained, while real life examples are provided. Both pros and cons of this area of research are also discussed. One of the most valuable sections in this book is on the innovation- decision process. Anyone attempting to bring change to social norms must read this book. Stages of the process, communication channels and rates of adoption are also included. The author concludes with some consequences of innovations, to complete the thorough run down of the diffusion of innovations.

Sylvia, R., & Sylvia, K., (2004). Program planning and evaluation for the public manager. Long Grove, IL: Waveland Press, Inc.This is a very interesting read that surrounds several concepts involving the area of frameworks for organizations. These authors take the assumption that one needs a framework for examining organizations that is compatible with program evaluation. These authors touch on everything from systems concepts, planning, systems theory and planning technology, standard-based evaluation, monitoring and improving internal processes, research validity and evaluation designs, cost-benefit analysis and ends with a very savvy ten-point checklist for program evaluators to use in every day practice.

Vella, J., (2002). Learning to listen, learning to teach: The power of dialogue in educating adults (rev. ed.). San Francisco, CA: Jossey-Bass.A phenomenal work by a very talented adult educator that has the gift of storytelling. Not only does Vella offer a twelve step process of dialogue education that includes focus on relationships, teamwork, and putting practice into action but she provides very interesting and sound stories to back up her perspectives. The greatest part of this read is that the reader comes away feeling empowered to look at both teaching and learning from a much broader viewpoint. Not only does Vella suggest focusing on the whole person when designing education but she paves the way on how the learners can guide the instructors in doing so.

Wilson, A., & Hayes, E., (2000). Handbook of adult and continuing education. San Francisco, CA: Jossey-Bass.
This publication is nothing more than exactly what the title suggests. This is an a to z handbook that offers insight into all facets in the field of adult education. This book covers the profession itself, the profession in practice, reflection on the profession and contents of past handbooks. Definitely good to keep around the office.











#17
Running Head: FINAL CASE STUDY: VIRTUAL REALITIES

Final Case Study: Virtual Realities
Aimee Callahan
Maria Medina
University of Wyoming
Department of Adult Learning & Technology
ADED 5090: M. A. Capstone Course
Dr. Michael Day
Dr. Steve Aagard
Spring 2009

Final Case Study: Virtual Realities

Summary

As the training director of the newly formed center for Excellence in Wyoming, Sharon's primary responsibilities are to provide outreach services in the local community in an effort to promote distance education and to provide business training to employees recently recruited by the center to relocate in the area. Described as a techie, Sharon thrives on sharing her technical knowledge with others at the center. She greatly enjoys promoting the use of technology to bring increased educational opportunities to the state and considers her position at the center to be her dream job. Her technical knowledge, accompanied with her passion for her job fit well with the center's mission to demonstrate how technology can enhance education, health care, government services, and provide better jobs in rural Wyoming.

The center was formed using funds from a federal grant that will last for no more than four years. After that time the center is expected to be financially independent. The center also receives sponsorship funds by the Western Governor's Association (WGA), and Sharon hopes that they will continue their financial backing of the center. One of the greatest assets of the center is an important resource provided to the center by the WGA, the Western Governors virtual university, which offers a multitude of online degrees. Sharon has a bachelor's degree in business education and has extensive experience with business training. She also recently graduated with her M.A. in Adult Learning and Technology from the University of Wyoming.

Upon completing her first year as the training director, Sharon is faced with a definitive career challenge. During her first year working at the center, Sharon tried to get the public involved with their programs. She initiated well-attended weekend open houses demonstrating the state-of-the-art computer and video conferencing classrooms. In spite of the high attendance of the open houses, few members of the community have actually used the center's facilities, other than employees of the new start-up businesses, attending classes which were paid for by their respective employers. In addition, these particular students work around technology on a regular basis and do not feel intimidated by distance education technology. Sharon is surprised and disappointed that after one year of what seemed to be successful open houses, few returned to take advantage of what the center could offer. Most of the open house attendees openly acknowledged the need for more education in the community, particularly regarding the majority of community members who did not have education beyond the high school level. Sharon also has an interest in promoting the center's educational offerings to the local women in the community.

The center director, Jeanette, has been on the project since its inception and came to the position from Miami where she had a career as a marketing director with a major bank. Jeanette has worked in business management and economic development for over 25 lucrative years. As the center director, Jeanette has noticed a slow process of recruitment for the center and feels that immediate action needs to be taken to increase community involvement in order for the center to be financially independent within the allotted time frame. Although she has not personally taken a distance education course, Jeanette is eager to promote the WGU Internet courses in an effort to strategically position the center as one of WGU's regional education centers. Jeanette believes that promoting WGU could be the center's bread and butter for financial gain.

Jeanette is not shy when it comes to promoting the center, and she and Sharon differ when it comes to marketing strategies. Sharon wants to wait for one year to see if the classrooms fill up with more community members in an effort to avoid what she views as "hustling" the center and Jeanette does not want to wait for students to appear in the classrooms. Rather, Jeanette wants to immediately begin working on strategies to make the center self-supporting and views attendance of the public as a primary potential source of revenue. According to Simonson, Smaldino, Albright and Zvacek (2006) the increase of online course offerings offered by for-profit institutions expect a 40% faster growth rate compared to other institutions. In addition, given an option more students stated they would take an online class if offered in place of a brick and mortar class (p. 15).

Jeanette wants the center to join the growing trend of profitable distance higher education institutions. While their strategic views may differ, and Sharon has little experience with program planning, she is armed with an accomplished education, training background, technical expertise and personal experience taking distance education courses offered via compressed video. Sharon is up for the challenge of developing an effective program plan and implementing in order to attain financial independence for the center. Jeanette and Sharon are planning to meet to discuss strategies to generate the needed revenue for the center's eventual financial stability, and Sharon wants to be well prepared for their meeting.

Appraisal

Two problematic areas seem to protrude from this case study that involve both the training director and the center director. The training director seems to have apprehension of facilitating recruitment by showing a fear of involvement and has some issues with program planning and strategic preparation. The center director has built up some barriers to discussion by forcing immediacy of a program that has not completed a strategic plan and lacks general knowledge in the area of program planning and implementation.

Strategies

First, Sharon is showing a definite fear of involvement by being apprehensive of recruiting for fear of being a circus barker standing outside the big tent, shouting "step right up, folks, to the greatest show in town." Boone, Safrit & Jones (2002) contend that organizational renewal involves a reexamination by the adult education organization of (1) the needs of its current publics and (2) its own functions, structure, and processes as related to its mission/vision, values, philosophy, and goals/objectives(p. 95). With all of these components, it is apparent why Sharon would be apprehensive. She has not allowed herself, nor has the center director allowed her the time to develop a thorough program plan and therefore, this lessens her self confidence. The training director, reflecting back on her Adult Learning and Technology graduate experience, should remind herself of a quote by Gumport and Chun (2005),like many shifts positioned somewhere between revolution and merely fashionable trend, technology may in the end drastically disappoint such unrealistic expectations(p. 395). Technology is merely a tool. A crucial key to utilizing technology in the classroom effectively is to analyze the challenges it presents to both adult learners and instructors and offer suggestions to create a better distance learning environment.

Sharon could best accommodate the community's learning needs at the center by addressing the needs of the adult learners. She should reflect upon the fact that the center teaches employees who are somewhat tech savvy and most of the members of the community are not. Sharon should keep in mind that some of the local adult learners may feel uncomfortable using the center's technology, and they cannot benefit from the center's educational offerings unless they learn the basic technical skills necessary. Ko and Rossen (2004) recommend addressing the technical problems that students encounter when first taking distance education courses and recommend the most successful online programs offer student orientations as well as continuing technical support and resources (p. 183).

To prepare the public for the center's technical learning environment and recruit more students, Sharon could recommend to Jeanette that they offer basic skills orientation programs free of charge. They can offer online course navigation step-by-step tutorials to allow students to familiarize themselves to their new online environment in the labs. Lists of frequently asked questions (FAQ's) and answers to common technical questions could also be distributed to the participants. The center's contact information (and technical support staff involved) can also provide the public with assurance that help is available.

In an effort to increase the center's profits, Sharon and Jeanette should also include advertising strategies. Sharon could present Jeanette with some advertising ideas to promote the center ranging from offering online advertising on their website to community wide press involvement. They should include a catchy logo, with a bulletin (resembling the University of Wyoming's Outreach bulletin) listing the center and WGU educational programs. Since WGU is a sponsor of the center, perhaps they will help cover the costs of the print advertising. According to Williams (2004), one of the most important features of an identity package follows the principle of repetition: there must be some identifying image or style that carries throughout every piece (p. 88). In addition, Sharon would like to visit various businesses in the state to promote the center's training program.

Sharon should structure the center's orientation program on Ko and Rossen's (2004) five elements of designing an orientation for students new to distance learning technology:

1.Provide a general introduction including what the student needs to know to operate the center's video conferencing and lab equipment.

2.Introduce students to the requirements for computer equipment and software being used (particularly that of the WGU).

3.Provide a comprehensive workshop teaching basic computer skills needed ranging from operating a web browser to adding attachments to an email.

4.Introduce the course management technology through a demonstration and allow the students to practice using the technology.

5.Administer a first assignment that requires students to demonstrate some familiarity with the technology being used. (pp. 187-188)

By doing this, Sharon would realize that by offering free orientation programs to the public, she would no longer feel as though she was "hustling" the center's program but rather providing the public with a positive learning experience that can foster their adult learning along with the center's profits through future enrollments.

Second, the center director has built up a barrier to discussion with her employee by forcing a major end goal without prior strategic planning. This causes confused expectations, leading to a slow moving program. Lindeman (1926/1989) eloquently states "Education is a method for giving situations a setting, for analyzing complex wholes into manageable, understandable parts, and a method which points out the path of action which, if followed, will bring the circumstance within the area of experiment" (p. 115). The center director needs to be a part of the strategic planning process in order to alleviate such confusing expectations.

Also, the center director has a lack of understanding in the process of program planning and implementation. Boone, Safrit and Jones (2002) go on to say "the adult educator formulates a learner objective for each of the assessed needs contained in the needs hierarchy and subsequently arranges these objectives into a connecting and developmental objectives hierarchy."(P. 163) This supports the idea that objectives need to be matched with the current community needs assessment in order to complete an appropriate timeline for the strategic plan. It is Wlodkowski (1999) who states, "Adults can have a positive attitude toward learning, but their involvement will diminish if they do not find learning meaningful. By making their goals, interests, and perspectives the context of learning, we create a system that evokes meaning and involvement in learning" (p. 76).

Suggestions for the problems posed can be made through a report style; however, a visual aide always seems to offer another option for getting through the main concepts and strategies. Below are two flow charts with the recommendations for both the training director and the center director.

Problem/Solution Organizational Flow Charts

Flow chart number one shows a brief breakdown from top to bottom of pertinent information regarding the initial problem, possible solution and end result proposed for the training director. For instance, the training director has a fear of involvement, which by allowing time to develop; her sense of self security will increase. Also, the training director has issues in pre planning, which by having program preparation, skills classes, FAQ's, Technical Assistance, and advertisement/promotion efforts can be utilized for the benefit of the program, ending in a complete plan of action.

Flow chart number two shows a brief breakdown from top to bottom of pertinent information regarding the initial problem, possible solution and end result proposed for the center director. The center director exhibits barriers to discussion, which by completing a strategic plan, expectations are made clear. Also, the center director has some issues with understanding the process of program planning and implementation, which by analyzing the community needs assessment, could lead to a completed timeline for objectives.

In conclusion, both the training director and the center director are experiencing conflict by having the same end goal and separate ideas of how to achieve that. While the solutions we have suggested are only few of several that could be offered, perhaps both of these directors could utilize some of this information to reach their united goal of the center being financially self sustained and profitable in four years.

Annotated Bibliography

Boone, E., Safrit, R. D. & Jones, J. (2002). Developing programs in adult education. Long Grove, IL: Waveland Press, Inc.

As a comprehensive guide for present and future adult learners, this book offers a wide variety of ins and outs in the field of program development in Adult Education. A great deal of focus is placed on all areas of the field within this book. These include planning, designing, implementing, evaluating and accounting for adult educational programs. This author also offers a program model that can be adopted within other programs. First, a review of major programming models is offered, followed by a theoretical approach. Next is a rather hefty but informative portion designated just for the planning component. Lastly, implementation, evaluation and accountability are discussed. This is a very interesting read with much to offer the common adult educator.

Gumport, P. J., & Chun, M. (2005). American higher education in the twenty-first century: Social, political and economic challenges. In P. G. Altbach, R. O. Berdahl & P. J. Gumport (Eds.), Technology and higher education: Opportunities and challenges for the new era. (pp. 393-424). Baltimore: Johns Hopkins.

Gumport and Chun offer a worthy chapter to Technology and higher education: Opportunities and challenges for the new era, a comprehensive discussion on the state of higher education and how technology is affecting (and will affect) the field of higher education. Gumport and Chun explore individual characteristics of adult learners and how the rise of (online) distance education meets their learning needs. The authors also evaluate and offer ways in which technology can be presented to learning environments in a learner-centered manner.

Ko, S., & Rossen, S. (2004). Teaching online: A practical guide (2nd ed.). Boston: Houghton Mifflin.

A great practical guide to learn about teaching online, the authors begin the text with basic information of the teaching online process and end the text with more advanced online instructional strategies. Hypothetical scenarios are offered throughout the chapters along with technological resources. This is certainly a read meant for beginners interested in teaching online and learning more about the process. Ending with chapters discussing new trends and opportunities the authors cover teaching online 101 from cover to cover.

Lindeman, E. C., (1989). The meaning of adult education. Canada: Harvest Housen. (Original work published in 1926)

It is difficult to explain this book with only words absent vocal tone and facial expression. This is a must read for anyone with any interest in higher learning, regardless of profession. Not only is it exciting to read something that the "father of adult education" has composed but the works within this book are great examples of sound philosophical beliefs backed by a social philosophical view. To put it very plainly, this book offers sound information, beautiful perspectives and meaningful quotes, all while stimulating the reader to apply the reading to themselves. This is a great book to use for any course having to do with post secondary education. This work is not affected by time and while it was first published in 1961, every bit of it can be applied to the modern time in which it is read.

Simonson, M., Smaldino, S., Albright, M., & Zvacek, S. (2006). Teaching and learning at a distance: Foundations of distance education (3rd ed.). Upper Saddle River, NJ: Pearson.

This is an invaluable text outlining the foundations of distance education. The authors tailored the third edition to meet the needs and growing demands of the field of distance education. Theory and research along with managerial and administrative issues in distance education systems are discussed. The book is efficiently divided into three sections addressing the foundations of distance education, teaching and learning at a distance and managing and evaluating distance education. This is a great read for anyone who wants to become knowledgeable about the field of distance education.

Williams, R. (2004). The non-designers design book: Design and typographic principles for the visual novice (2nd ed.). Berkeley, CA: Peachpit Press.

This book is exactly as the title implies, for the designer novice. The book explores every possible angle of visual print design and is full of visual examples of fonts and design ideas and examples. The book hardly contains in-depth text aside from explaining the essential design elements behind each example. Although simplistic in nature, Williams does point out the importantly obvious in designing visual messages and individuals ranging from online instructors to website designers can stand to benefit from browsing through this read.

Wlodkowski, R. J. (1985). Enhancing adult motivation to learn: A comprehensive guide for teaching all adults. San Francisco: Jossey & Bass.

For years Wlodkowski has considered an invaluable resource on the field of adults and motivation. Beginning with the first edition of this text over 13 years ago, he offers an even more comprehensive look into the cognitive and psychological phenomena of adult motivation. Whether you are in the field of psychology, social sciences or education this book offers deep insight on what exactly motivates adults to learn. This is truly an inspirational read not only for those interested in how other adults learn but also for anyone curious about their own motivation behind learning.

#14

Motivation and Program Planning

A Review of the Literature
Maria Medina ADED 5610
Professor Harbour
October 15, 2008

Motivation and Program Planning

A Review of the Literature

Introduction

Over the past few decades, researchers have demonstrated that the influence of life issues has had a great impact on job satisfaction. Some of these researchers go on to show a direct relationship between organization motivational techniques and employee commitment. Just how far the level of motivational technique extends; however, has been a matter of some controversy. While researchers agree that incentive should be included in the make up of the program plans, they have drawn quite different conclusions in addressing the following questions:

1. How does an organization increase employee commitment?

2. How does employee mood or personality affect organizational behavior?

3. How has the concept of motivation been included in program planning?

This review of the literature on motivation and program planning focuses on these three questions.

Review

How does an organization increase employee commitment?

In an influential study, Tsaia, Yen, Huang, and Huang (2007) argued that in the post- downsizing era, applying appropriate human resource management practices to motivate employees would be a critical issue. Tsaia and his colleagues conducted a study on motivating employees learning commitment in the post downsizing era. The study starts with the psychological framework of job satisfaction and learning commitment. This was used for exploring the actual content of job satisfaction which was shown to significantly influence remaining employees learning commitment.

The study employed both quantitative and qualitative methods for collecting and analyzing data. The results of this study showed that the two criterion of job satisfaction which is defined as the relationship with colleagues and the relationship with the family, significantly influenced the employees learning commitment. Tsaia et al. found that by downsizing within a corporation, the remaining employees had lost their trust and loyalty toward the firms, which lead to their reluctance in learning further in order to improve their skill base. As much of a surprise, certain longitudinal investigations show that by downsizing, some organizations did not achieve their original goals of becoming competitively advantaged. Tsaia et al. go on to say that instead of cutting costs, gaining profits, promoting productivity and increasing stock price, they suffered from low employee morale, less employee commitments, and lack of loyalty.

In retrospect, the conclusions of Tsaia et al. seem to have been right in line with the question of how to increase employee commitment. Although this study focuses on the aspect of downsizing, the remaining employees need such attention. Delery and Shaw (2001) follow up by saying that in the post- downsizing era, for the purpose of strengthening a firm's competitive advantage, those down sized firms should design human resource management practices to motivate the remaining employees to learn new core competencies to leverage overall workforce performance (e.g. productivity) and eventually improve the firms financial performance.

In a related article, Buck and Watson (2002) discuss the correlation between organizational commitment and employee retention. This study focused on the potential influence of human resource management on commitment levels among staff employees. The conclusion found a significant level of relationship between the human resources management strategies and organizational commitment, furthering a potential influence on the rate of turnover. Buck et al. go on to say that there is a real distinction between organizational commitment and job satisfaction. As an attitude, wrote Buck et al., commitment differs from the concept of job satisfaction in several ways. To begin with, commitment as a construct is more global, reflecting a general affective response to the organization as a whole. Job satisfaction, on the other hand, reflects one's response either to one's job or to certain aspects of one's job. Hence, commitment emphasizes attachment to the employing organization, including its goals and values, while satisfaction emphasizes the specific task environment where an employee performs his or her duties.

While this study did not show significant relationship when analyzing human resource management strategies from a systems perspective, it was the individual strategy that revealed a significant relationship. Buck et al. conclude by stating,Clearly, examining the manner in which human resource activities and programs are managed, from both an individual and systems perspective is important and can contribute to understanding the effects of an organization's realized human resource management strategy.

How does employee mood or personality affect organizational behavior?

There is considerable evidence that personality affects performance, regardless of the job situation. In an experimental study, Morrison (1997) examined the influence of job satisfaction and several personality dimensions of four organizational outcomes. These outcomes included performance, organizational commitment, congeniality of franchisor relations, and intention to remain. Morrison finds that the way individuals interact in close relationships outside of work may have important implications for the quality of work relationships as well.

While this study does a great job of distinguishing associative relationships, no confident conclusions were drawn on causal relationships. However, Morrison does conclude with a positive influence of franchisee job satisfaction on performance, organizational commitment, franchisor relations and intent to remain. Morrison says, This study found that, instead of working in isolation, these constructs are substantially interrelated and also were influenced by personality variables. Ultimately, it is suggested to offer positive rewards for organizations whose policies are aimed at developing effective interpersonal relations. Morrison finds that these actions can encourage a sense of belonging and identification with the values and goals of the organization, which can lead to a decrease in potential costly turnover and retraining.

Other examples are not so easily explained away. There are environmental factors that come into play with job satisfaction. For instance, Gunter and Furnham (1996) took a deeper look into employee biographical factors and climate perceptions as predictors of job satisfaction and pride in four sector organizations. Gunter et al. state, Although it is a complex, multifaceted concept, high morale can be considered to predispose employees to exert extra effort to achieve organizational goals and objectives and experience strong feelings of commitment to the organization. The overall findings revealed that the perceived climate factors turned out to be more consistent and powerful predictors of job satisfaction and organizational pride than did the biographical. Gunter et al. say, Rewards and recognition also emerged in relation to job satisfaction. This is followed by the notion that job satisfaction can be conceived of as a personal perception. Within this study, Baron and Greenberg (1990) noted, employee morale has a strong effect on important aspects of organizational behavior, though this relationship is neither simple nor direct.

In another experimental study, Messer and White (2006) explore the role of mood and organizational citizenship behavior. Five large service organizations are included in the study. Messer et al. define organizational citizenship behavior (OCB) as performance that supports the social and psychological environment in which task performance takes place. The definition of mood, for the purposes of this study, is the affects within organizational settings that influence both what and how employees think (Forgas & George, 2001). Messer et al. go on to say that employees who are in a positive mood tend to look favorably upon co-workers in need of help, and as an opportunity to assist them. This study also takes a look into the concept of organizational justice or fairness. Messer et al. explain this as employee perceptions of the manner in which employees have been treated, if they have been treated fairly or not, and the ways that these cognitions influence work related variables (Moorman, 1991).

Within this study, the perceived mood was assessed by using positive and negative adjectives that describe affects during a specific time. The results revealed that the employee perceptions of fairness had a great impact on their reporting of organizational citizenship behavior. More important, Messer et al. say, Specifically, it was found that employees in the fair condition reported significantly higher OCB scores than those employees in the unfair condition. Although the negative mood could not be produced due to ethical constraints, it was still measured by the statements mentioned earlier and was found to decrease significantly when exposed to the positive mood condition.

All in all, it was found that the employee perceptions of fairness had a significant role in their OCB. While the study on the effects between mood and perceived fairness revealed no interaction, it was revealed that employees under the fair conditions reported the highest mean for the OCB. Messer et al. conclude, This study has shown that perceived fairness significantly affected OCB and that a more successful positive mood induction technique is needed before any firm conclusions can be made about the effect of mood state on an employees OCB.

How has the concept of motivation been included in program planning?

A sound article, Gordon (2005), explores the transition from a vision to actual implementation and or evaluation and attempts to explore the changing state of strategic planning. This article focuses on the differences in government management between the periods of 1993 and 2005. All aspects of state of the art strategic planning and lessons learned are combed over. One of the findings was that the lessons of 1993 are still valid for local communities in the modern and upcoming times. The new lessons to be learned are always held into account and the vision for using lessons learned for future endeavors is paramount in this article. Gordon (2005) says, Further, the plans now have a greater reach into the day-to-day activities of the local governments employees, and they increasingly have an impact on performance and resource allocation decisions. Gordon continues to discuss the grave importance of ensuring a direct connection between the plan and those who implement the strategies involved. While a variety of means are discussed, a large focus is on, who will do the job and how will their performance be measured? Gordon concludes, This connection will tie the affected employee training and development programs, performance reviews, and even compensation back to the accomplishment of the sections of the strategic plan.

Lastly, within the realm of employee motivation and planning accordingly, one cannot omit the idea of work design in order to accommodate job satisfaction. Mohr & Zogh (2008) take an in depth look into these topics by conducting a vigorous study. This article studies the direct relationship between the two. This study consisted of 25,000 observations spanning over four years. Two measures of job satisfaction were used. The first is overall satisfaction and the second is satisfaction with pay and benefits. The concluded results suggested that the presence of self selection existed. The satisfied workers were those more likely to participate in high involvement practices; however, this participation did not predict future increases in satisfaction. While this study gets down to the basics of definitions and associations, it is fair to say that there is a definite relationship between the high involvement work design and worker satisfaction. This relationship however, can be either positive or negative. Mohr et al. go on to say, The existing literature also recognizes, however, that even if a positive association between the characteristics of work and the evaluative judgment that individuals make about their jobs exists, the direction of causality may not run entirely in one direction. This article goes on to explore how high-involvement jobs may also correlate with lower levels of job satisfaction. Ultimately, the end findings for this study do indicate that satisfied workers are more likely to increase participation in high involvement practices but that participation does not predict future increase in satisfaction. Mohr et al. end with, Do satisfied and less satisfied workers differ in the way they describe their jobs? Do satisfied workers volunteer to participate in involvement programs? Are managers more likely to ask satisfied workers to participate in involvement programs? Do overall levels of morale affect a managers' choice of whether or not to introduce new involvement schemes? Answers to these questions, particularly if supported with evidence from broad, multi-industry data sets, will considerably advance the effort to identify causal links in the association between job satisfaction and high-involvement work design.

Interpretation

As a key challenge, this paper is an attempt at connecting the concept of employee motivation to program planning. Seven articles ranging from motivating employees in general to high involvement work design were reviewed in attempts of supporting the idea that employee motivation should not only be discussed but included within the design of an effective program. These articles were broken down into three sections. 1. How does an organization increase employee commitment, 2. How does employee mood or personality affect organizational behavior? and 3. How has the concept of motivation been included in program planning?

For the first section, how does an organization increase employee commitment, the first article discussed the motivation of employees in general. It was found that while downsizing within an organization to cut costs, the organization was actually cutting employee morale as well. This lack of employee morale negatively affected the organization. Thus, Delery & Shaw, (2001) go on to say,For the purpose of strengthening a firm's competitive advantage, firms should design HRM practices to motivate the remaining employees. This thought process, can piggy back the original concept of the importance of motivational techniques within a company. The second article discussed the issues of retaining employees, keeping them committed and the relationship of human resource management. This article showed a real distinction between organizational commitment and job satisfaction, which included attachment to the organization. Buck et al. find that employee departures are often unexpected and force administrators to spend valuable time and effort recruiting, selecting, and training replacements. This leads one to believe that more emphasis should be put on keeping employees by motivating them, rather than dealing with high turnover rates.

The second area of interest was how employee mood or personality can affect organizational behavior. The first article discussed within this section discussed the importance of job satisfaction in relation to personality dimensions. A very interesting finding was that individual acts outside of work can imply the quality of work within the job. The idea of using a positive rewards system was offered as well. Morrison (1997) says, Job satisfaction has been one of the most frequently studied work attitudes. This further supports the importance of employee motivation. The second article discussed the idea that high morale predisposes employees to exert extra effort to achieve goals and objectives with strong feelings of commitment. Morrison (1997) goes on to say, Morale, therefore, can be classified as both an individual and a group phenomenon within an organization, involving extra effort on the part of employees, goal commonality, and feelings of belonging. Thus, this high level of morale can be increased by motivational techniques thought of before hand.

The final article within this section focused on the environmental mood of an organization and the influence that it has on employees. Mood for this purpose is defined as the influence within an organization that affects both what and how employees think. This article leads the reader to believe that the environmental mood that is provided by the organization can definitely affect employee perception. Also discussed was the concept of fairness. They go on to include that an employees perception of fairness is affected by how they view other employees being treated. Messer et al. finish with, Either way, whether cognition influences emotions (Piaget, 1981) or emotions influence cognitions (Forgas & George, 2001) there appears to be a consistent acknowledgement of an interaction between these two factors.

The final section discussed is how the concept of motivation has been included in program planning. The first article reviewed in this section seemed to tie many of the previous factors together by exploring the changing state of strategic planning. It is shown that in the present, a more day to day approach is used within planning. The author discusses the grave importance of ensuring a direct connection between the plan and those implementing the strategies within the plan. Gordon (2005) says, The need for a strong and clear connection between vision and strategies and tactics, and ultimately to implementation, has become a part of the planning process for many local governments today. This connection will tie the affected employees training and development programs, performance reviews, and even compensation back to the accomplishments of the sections of the strategic plan. There could not be a better way of stating the interrelated functions of the people working, their happiness, program achievement and satisfaction.

The final article reviewed the high involvement work design and the concept of self- selection. This article showed a definite relationship between satisfied workers having a higher probability of being highly involved within the organization. This article also gave a sound oppositional viewpoint as well. This oppositional view pointed out that high involvement could also lead to low satisfaction. Thus, high satisfaction could lead to higher involvement but that there is no guarantee of satisfaction due to high involvement. This only reaffirms the idea that the more satisfied a worker is, the more involved they become. This only further supports the idea that motivational techniques for employees should be included within the program planning stages.

Conclusion

In conclusion, individuals are believed to be active organisms, rather than passive tools. Deci and Ryan (1985, p.8) stated that human beings act on their internal and external environments to be effective and to satisfy the full range of their needs. This would seem to be the direct link of behavior which is an act of internal wants and needs being affected and continuously affected by environmental experiences and outcomes. This shows an indication that humans are motivated intrinsically to strive to achieve the desired goal or outcome. Likewise, instant gratification could lead one to attempt something that would not likely be something they would normally attempt. Cherrington and Wixom (1983) stated that people do what they are reinforced or rewarded for doing.

That being said, it is fair to say that the concept of employee motivation can be considered a very important aspect within a program or organization. However, it seems rare that this aspect is considered while the program planning is actually taking place. This was the starting point for the inspiration for this literature review on areas related to employee motivation and organizational commitment. Within this literature review, three areas were explored. These included: 1. How does an organization increase employee commitment? 2. How does employee mood or personality affect organizational behavior? And 3. How has the concept of motivation been included in program planning? After conducting just a short literature review on this subject matter, it is safe to say that there is a definite relationship between employee motivation and employee commitment. This level of motivation can span across several areas of interest. While this relationship seems very connected and dependent upon one another, it is fair to suggest that more organizations should include the concept of employee motivation within their program stages of planning.

After all, human motivation is not unitary; it is a configuration of many components (Warren 1973, p. 2). In addition to several components, researchers alike agree that adults are motivated to learn by internal factors rather than external ones (Knowles 1984). Furthermore, Wlokdowski (1985) stated that when adults are given what they need and desire, they will tend to be highly motivated.

References

Baron, R.A. & Greenberg, J. (1990) Behavior in Organizations. Boston: Ally & Bacon.

Buck, J.M. & Watson, J.L. (2002) Retaining Staff Employees: The Relationship BetweenHuman Resource Management Strategies and Organizational Commitment. Innovative Higher education. Vol 26, No. 3

Cherrington, J.D. & Wixom, B. J. Jr. (1983). Recognition is Still a Top Motivator. Journal of Personnel Administrator. 62(3): 208-14.

Deci, L.E. & Ryan, M.R. (1985) Intrinsic Motivation and Self-Determination in Human Behavior. New York: Plenum Press.

Delery, J. E., & Shaw, J.D. (2001). The strategic Management of People in Work: Review, Synthesis and Extension. Research in Personnel and human Resource Management. 20: 165-197

Gordon, G. (2005). From Vision to Implementation and Evaluation: The changing State of Strategic Planning. Public Management.87, no8, 26-85

Gunter, B. & Furnham, A. (1996). Biographical and Climate Predictors of Job Satisfaction and Pride in Organizations. The Journal of Psychology. V13 o p193- 208

Messer, B.A. & White, F.A. (2006) Employees Mood, Perceptions of Fairness, and Organizational Citizenship Behavior. Journal of Business and Psychology. Vol 21, No. 1

Mohr, R.F. & Zoghi, C. (2008). High Involvement Work Design and Job Satisfaction. Industrial and Labor Relations Review. 61 Ind. & Lab. Rev. 275

Morrison, K. (1997) How Franchise Job Satisfaction and Personality Affects Performance, Organizational Commitment, Franchisor Relations and Intentions to Remain. Journal of Small Business Management. V35 p 39-67.

Tsaia, P.C., Yen, Y., Huang, L.C. & Huang, J. C. (2007). A Study on Motivating Employees. Journal of World Business. 42 No2 157-69.

Warren, E. T. (1973). The Implications of A.H. Maslow's Hierarchy of Needs Theory for Adult Education. University Microfilms, Michigan, U.S.A.

Wlodkowski, J. R. (1985). How to Plan Motivational Strategies for Adult Instruction. Performance and Instruction Journal. 24(9) 1-6.



#18
Final Research Critique

Taplin,M., Yum, J.C.K., Jegede, O., Fan, R.Y.K., & Chan, M.S.C. (2001). Help-seeking strategies used by high-achieving and low-achieving distance education students. Journal of Distance Education, 16(1), 56-69.

University of Wyoming
Aimee Callahan
Maria Medina
ADED 5090: M.A. Capstone Course
Dr. Michael Day
Dr. Steve Aagard

Introduction Summary

Context

The authors of this study, Help-seeking Strategies Used by High-Achieving and Low-Achieving Distance Education Students,include a variety of scholars from the faculty of the Open University of Hong Kong. Margaret Taplin is a research fellow in the centre for Research in Distance & Adult Learning at the Open University of Hong Kong. Jessie Yum is a research coordinator in the Centre for Research in Distance & Adult Learning at the Open University of Hong Kong. Olugbemiro Jegede is the Director of the Centre for Research in Distance & Adult Learning at the Open University of Hong Kong. Rocky Y.K. Fan is an associate professor of mathematics in the School of Science and Technology at the Open University of Hong Kong. May S.C. Chan is an assistant professor of mathematics in the School of Science and Technology at the Open University of Hong Kong. Although this study was conducted between 1996 and 1998, it was published in the Journal of Distance Education in 2001. This study has a specific audience of the Open University of Hong Kong and the authors aimed to have this study contribute significant information that can be useful to the university's future planning in a number of areas. These areas include course design, student counseling, instructional strategies, evaluation and assessment, motivation to learn, and psychosocial needs of adult learners.

Purpose

The authors suggest that help-seeking takes place in a different context for distance education students, compared to those students in a conventional educational setting. Their reasoning includes the limited face-to-face contact, little interaction between students and often isolated learning that students in distance education experience. The authors sought to investigate whether there was a difference in attempts of seeking help, the kinds of problems for which help is sought, and from whom help is sought between the high and low-achieving students.

History of Methodology

Help-seeking Strategies Used by High-Achieving and Low-Achieving Distance Education Students,makes a case for distance education students willingness to engage in help- seeking strategies based on their level of achievement. These authors illustrate this willingness through analysis of observations and results from their research of both low-achieving and high- achieving students attending the Open University of Hong Kong (OUHK). Taplin et al. refer readers to Chan et al.'s (1999) paper presented at the 13th annual conference of the Asian Association of Open Universities in Beijing, China for full details about the methodology, questionnaire, and interview schedule because their published article focuses on describing the items that were designated to help students, help-seeking behaviors. (For online access to the Chan et al. article, please refer to http://www.ouhk.edu.hk/CRIDAL/papers/chanmsc.pdf)

To best critique the article we did in fact refer to Chan et al.'s (1999) paper and found the following sampling description:

A sample of 3173 high achieving and low achieving students was selected from all the courses which were examined in August 96, February 97, August 97 and February 98. A total of 712 validly-completed questionnaires were returned (22%), of which 460 (65%) were from the group of high achievers, and 252 (35%) from the group of low achievers. The sample was evenly distributed according to gender. (n.p.)

The achievement levels (and thus the population sample for this study) were selected by the top 5% (high achievers) and bottom 5% (low achievers). Chan et al. describe the subsample of 32 respondents who participated in the telephone interviews:

The sub-sample for the follow-up interview was selected, using simple random sampling technique, from a pool of respondents who had indicated on their questionnaires that they were willing to be interviewed and to provide contact details. The size of this sub-sample was restricted by the need to maintain a balance between high and low achievers in foundations and non-foundations courses, and was therefore determined by the number of volunteers in the smallest cell, 8. Consequently, a total of 32 students was [sic] interviewed. (n.p.)

Findings

The authors of this study found that while interpretations of the study were limited due to the fact that the study was restricted to a single sample in one specific context and that there was no evidence of statistically significant differences between high and low achievers, some interesting patterns have shown some implications for further research or policy implementation. The majority of students sampled regarded help-seeking as a positive way to learn. Most of the students thought that the first attempt should come from ones self. One of the main reasons for not seeking help was that access to a knowledgeable person was too difficult. One implication suggested by these outcomes was the need to address other strategies to make it easier for students to seek help when needed. Based on those students in both groups that reportedly sought help, a chi-square test suggested no statistically significant relationships between help-seeking and achievement. Also, there were no significant differences between the mean ratings of gender and achievement groups regarding help-seeking as a good way to learn.

As far as the different types of help sought, there were no significant differences between the mean rating of both the high and low achievers in preference for seeking help. Regarding the question of those individuals the students went to for help, graphs were used to compare these sources. The majority of both groups sought help from tutors first, followed by other students, then former students. The only significance within this portion was that slightly more low achievers sought help from former students. Also, in all cases the high-achieving female group had the highest percentage of students asking family or friends, followed in most cases by the low-achieving women. Lastly, a significant relationship was found in the questionnaire analysis between gender and achievement in the formation of self-study groups, with the largest proportion being the high-achieving women and the smallest the low-achieving women. The authors of this critique suggest it worthwhile to conduct further research to investigate the potential impact of participating in study groups on achievement, particularly of low-achieving female students.

Critical Discussion

The purpose of this study was to determine possible differences in help-seeking strategies between high-achieving and low-achieving distance education students. The title of the article provides clarity for the variables and population identified; however, the type of study is not as concise. Did this title in fact create an interest in reading the research? The abstract was a fairly comprehensive summary of the article and clearly explained the general purpose of the study by highlighting the design and sample population. The abstract could have provided more detail of key results. Wilson and Hayes (2000) state technologies are creatively mixed to meet the growing need for adult and continuing education(p. 427). This being said, this study attempts to address the possible problem of the success of distance learning students attempts at seeking help.

The general purpose of the study is not only clear but the specific purposes of the study are summarized in the sixth paragraph. These purposes are concise and include questions regarding whether each group is more likely than the other to seek help, the kinds of problems for which they seek it and from whom they seek it. An additional inquiry of the study was whether each group was more likely than the other to use an instrumental or executive help-seeking strategy. According to Wilson & Hayes (2000) students, who are a creation of education, are evaluated with respect to their grasp of material that is selected and organized by those who operate the system and its environment(p.509). This idea goes hand in hand with Wilson and Hayes (2000) idea that environment,in this case, includes not only the pedagogy, certified teachers, classrooms, textbooks, years, grades, courses, extracurricular activities, but most importantly, interaction with other students. Therefore, a reasonable case is made for overall importance of this study in that we believe the article contributes to furthering the field of distance education research; however, the following analysis will explain how we ascertain the research can be improved upon.

While more directly related material or similar studies could have been provided by the authors to further substantiate the study, a great deal of background information is provided in relation to the topic. The review of literature can be found in the first six paragraphs under the introduction heading. This particular information provides more of a sound theoretical basis for this study. These theories are supported by several authors including Daubman & Lehman (1993), Karabenick & Knapp (1991), Newman & Schwager (1995) and Ryan & Hicks (1997). Mcmillan and Wergin (2006) relay that the continuous literature review is needed to connect previous studies with ongoing changes in the focus and methodology of the study(p. 8). This review is up to date for the most part. It would be nice to see more current literature (within the last five years) provided for demonstrating the ongoing changes in the focus and methodology of the study.

Vella (2002) contends "considering adult educators accountable to their learners is a startling principle" (p. 213). This concept should apply across the educational board and extend to distance education. This study seeks to prove that student achievement levels could be significantly different due to the attempts of the students seeking help. No hypothesis is provided and the accountability of the adult educator in distance education is nearly absent from this framework and the readers are left with a one-sided view of the possible problem. This forces the reviewer to extract the framework from implicit statements in the literature review. Six specific research questions were stated. These include:

1. Is either group more likely than the other to seek help either directly by asking somebody else or forming study groups with other students?

2. To what extent, and under what circumstances, is help-seeking perceived by high or low achievers to be valuable or threatening?

3. About what sorts of things do they seek help, and from whom do they seek it?

4. What are their reasons for not seeking help?

5. Do those who seek help do so effectively?

6. Do those who do not seek help have appropriate alternative ways of overcoming their difficulties?

This framework appears to be based on tentative theory rather than scientific theory; although, identity of and relationships among the concepts of interest are thoroughly linked. Elias & Merriam (2005) say, "Theory without practice leads to an empty idealism and action without philosophical reflection leads to a mindless activism" (p.5).

Sampling & Methodology

This study provides a clear method of sampling. Respondents were selected using a purposive sampling method from the top 5% of high achievers and bottom 5% of low achievers of Open University of Hong Kong (OUHK) courses offered from August 1996 through February 1998 (as discussed above under History of Methodology). Of the 3173 high and low achieving students selected to participate in the study, over 712 (n = 712) respondents completed questionnaires using a five point Likert scale measuring attitudes on seeking help. It must be noted the authors fail to attribute their attitude scale as being a Likert measure of attitudes. This seems an important detail neglected by the authors as most published research articles often describe their measurement scales as Likert, borrowed from a seminal study, or as original. The sample was nonrandom, and included a sub-sample of 32 participants (of the n = 712) who were interviewed over the telephone.

Of the sample 343 were male, while 369 were female. With regard to gender and achievement level, the high-achieving group contained 197 men and 263 women, totaling 460. The low-achieving group contained 146 men and 106 women, totaling 252. It must be noted that we were taken aback to find Chan et al.'s 1999 research paper of the study's findings to be much more representative of a typically published research article than Taplin et al.'s 2001 treatise. Although Taplin et al. refer readers to the 1999 conference paper's sampling methods we were left wondering why a few extra sentences describing their sample were purposely left out of their article, leaving it seemingly incomplete and an inaccurate representation of a scholarly research article.

While the sample size is fairly large, adding reliability to the measure of the study, a problem lies with the distribution of the sample. The sample number for the low-achieving group, in particular, is rather low in comparison to the high-achieving group. It is apparent that a larger sample with regard to each category, would have aided in a more equivalent comparison to be used in the data analysis, specifically when looking for overall mean (µ) differences between gender and achievement. When performing a group comparison study, it is of course quite possible to have reliable results using unequal numbers of respondents in groups being compared. However, it is also beneficial to have the sample sizes of groups being compared mirror one another for more reliable results whenever possible.

Analysis of Instruments and Procedures

Validity of the reported results of this study could have been affected by the wide difference between the numbers of questionnaires completed (n = 712) versus the telephone interviews (n = 32). Throughout the article, the authors provide highlights of the group comparison statistical tests run, such as group mean comparisons, two way ANOVA's, and chi-square tests; the majority of which do not yield statistically significant results. Rather than explain possibilities of why the quantitative data did not yield statistically relevant results (or future considerations) the authors tend go into detail describing the phone interview data collection results. Readers are left confused as to whether the sub-sample of respondents should have been larger in number rendering this study more qualitative than quantitative. It is often the case that quantitative studies of this nature are supplemented by qualitative data but the authors of this study focus on highlighting the qualitative data throughout the results, meanwhile peppering the results section with the insignificance of the quantitative findings.

Readers also have no way of verifying if the study's quantitative results are limited by the authors lack of reporting a reliability measure of the instrument (such as Cronbach alpha), further leaving readers wondering if the researchers even checked the questionnaire for measurement reliability at all. Readers must refer to Chan et al.'s 1999 conference paper to find the Cronbach alpha measurement of the questionnaire. From this measurement we can assume the instrument used in this study is in fact measuring student attitudes on help-seeking it purports to measure.

Taplin et al. fail to report how many Likert scale items were included on the questionnaire also leaving readers wondering if the questionnaire included enough items to effectively measure each of their six research questions. In their paper, Chan et al. also do not describe the five point scaled items as Likert items. According to A. Moore, a best practice of a questionnaire is to include at minimum seven to ten Likert scale items per research question to add reliability to the statistical test findings (personal correspondence, Spring 2007). One is left wondering if the study didn't yield statistically significant results due to the fact the instrument was not properly constructed to measure the researchers six research questions. To find these answers we referred to Chan et al.'s 1999 article to find that the attitudinal measures included nine to ten items per attitude measure, thus enhancing the study's reliability. Again we are left wondering why Taplin et al. would go to such length to describe these details of their study yet leave out basic factors of the study which can increase reader's confidence in their study's findings.

With so much weight of the study's results given to the qualitative findings perhaps the authors should have increased their sub sample size (from n = 32) to yield more reliable results. Considering the interview practices of qualitative studies when training interviewers to yield the most objective responses possible, the following questions are raised: Who conducted such interviews? Were they trained on objectivity in gathering phone data? Did they have leading questions? How did the explanation of questionnaire vs. interview differ? Again, to find these answers we referred to Chan et al. (1999):

The interviews, which were conducted in Cantonese, were tape-recorded and transcripts were summarized in English. In order to validate these transcriptions, three members of the research team listened to a random selection of the tape recordings and agreed that the transcriptions were accurate reflections. The issues that were explored in the interview were: the choice of study place, the way students balance their studies with work, family and social commitments, preferred ways of organising their study time, learning strategies, self-perceptions, use of student support services and help-seeking behaviours. (n.p)

It was our opinion, before referring to Chan et al., that the authors should consider their current study a seminal pilot study and approach the study using a qualitative interview approach and supplement the study with a quantitative questionnaire. After finding the above practices adhered to in gathering interview data we feel the authors did a sufficient job of gathering interview data. Our only caveat would be whether any of the data interpretation was "lost in translation" from Cantonese to English. We would also like to recommend the authors consider face-to-face interviews (possibly videotaped) to increase the reliability and validity of the results. Interviews with focus groups could also be considered.

According to Brockett & Hiemstra (2004) "The second dimension of ethical practice in adult education refers to a consideration of multiple responsibilities. This dimension illustrates that the responsibilities of educators and trainers extend in many directions" (p. 14). This brings us to the ethical aspects of this study. Based on the information that this study provides, we are not aware of any steps or appropriate actions to remove or prevent any possible harm. Was the study approved by an internal review board (IRB) prior to being administrated? We do not know if any type of coercion or undue influence was used in recruiting participants or if any vulnerable subjects were used. We also have no idea if the participants were fully aware of participating in a study, and if they understood the purpose of the research. Lastly, it would be appropriate to provide proof of appropriate steps taken to safeguard the privacy of the participants.

An additional consideration that further discredits this study is the authors lack of reporting cultural considerations given regarding the respondents, particularly considering the fact they state the purpose of their study is to uncover any insights about successful help-seeking strategies that can be used by distance education students, specifically those in the predominantly Chinese culture of Hong Kong. The authors generalize the reports of their findings cross culturally but do not mention how distance education and help-seeking differ from one culture to the next. For instance, Asian cultures (Japan, Korea, China, etc.) assign the instructor role an unchallengeable entity in the classroom, and to ask questions of an instructor may evoke disrespect and challenge the instructor's intelligence. Nowhere in the article is this mentioned (and although it is mentioned by Chan et al. we feel these culturally relevant factors should be mentioned by Taplin et al). The authors don't provide insight on why the instructor isn't considered as an individual the students could potentially go to for assistance. Rather, the authors mention classmates, friends, family and tutors as help-seeking resources. They also fail to mention if there were other resources available to students such as a campus writing center, student improvement workshops, et cetera.

Language factors could have played a role in the validity of the study's results. In a multilingual city as Hong Kong we were left wondering if the study was conducted in English, Mandarin or Cantonese? The fact that these are the three languages commonly spoken in Hong Kong it seems odd the authors do not mention what language the questionnaire was in and what language was spoken during the phone interviews. If the research was conducted in a second language of the students the results can be highly questionable. If the results were translated without making an effort at objectivity they are also highly suspect. Although Chan et al. (1999) tell us the interviews were conducted in Cantonese, the authors leave readers in the dark on the language they use for their questionnaire data gathering thus leaving us with more questions as to how this can properly be allocated as a culturally relevant study.

Over the years, educational researchers have made significant progress in exploring the cognitive processes involved with learning. Another important aspect of cognitive learning involves emotion. Zembylas (2008) states:

The lack of inquiry on the emotions of learning is even more visible in online learning contexts. Electronic learning has been depicted as less emotional and more impersonal (e.g., lack of body language, facial expressions, and gestures) when compared to face-to-face learning. Yet, emotion is hardly absent from online learning contexts. (p. 71)

The authors make an effort to highlight an emotional aspect of the help-seeking habits of distance education students and state some may construe help-seeking as admitting lack of ability and thus consider it to be threatening to their self-worth and thus to be avoided. Upon reading this statement we were left wondering if perhaps it is not the distance education aspect of this study's participants that is influencing their help-seeking habits at all, but rather the character and emotional avoidance of the student's personality that avoids help-seeking. It would be beneficial to the study to make an attempt to differentiate between the two (and possibly more) impetuses behind seeking help.

It is clear the authors researched help-seeking among high and low-achieving distance education students. However, they fail to differentiate how the results of their study compare to non-distance education students help-seeking techniques. According to Tattersall, Waterink, Hoppener and Koper (2006), Open and distance learning (ODL) gives learners control of the time, place, and pace of learning.However, this flexibility goes hand-in-hand with procrastination and non-completion.Despite its importance, measuring efficiency in ODL is problematic(p. 391). The authors could have been clearer exactly how their study measured the help-seeking habits of distance education students versus brick and mortar students. They do not properly set distance education help-seeking student attributes apart from face-to-face student help-seeking habits so we cannot see how the results of the study can be readily generalized among all distance education students.

Conclusion

The authors offer sparse future considerations regarding their study aside from offering that it is anticipated that further investigation of the issues outlined above will help to enhance the quality of the distance education experience for both high and low-achieving students. We agree there is a specific need for additional research on distance education and how it affects student learning and help-seeking strategies. Rolfe (2007) states, "as online courses have become more of an alternative to the traditional classroom environment there's a need for exploring methods on how to evaluate these online courses and their learning objectives" (p. 1).

Our intention in this critique is be clear in that we agree with the authors purpose and intentions of the study but find their methods of research lacking in the multiple respects we mentioned. Although they provide reference to Chan et al.'s 1999 paper:A Comparison of the Study Habits and Preferences of High Achieving and Low Achieving Open University Students, we feel that in order to properly critique a research article based upon that particular paper more description of the research procedures should have been mentioned by Taplin et al. In order to properly grasp the depth of the research involved in this study we found it necessary to read Help-seeking Strategies Used by High-Achieving and Low-Achieving Distance Education Students,by Taplin et al. while simultaneously referring to Chan et al.'s 1999 paper "A Comparison of the Study Habits and Preferences of High Achieving and Low Achieving Open University Students." In short, only reading Taplin et al.'s article left us with numerous unanswered questions regarding their research (that were never addressed in their article).

Overall, the research was performed with good intentions of discovering methods of help-seeking by distance education students in order to better inform students of the positive aspects of help-seeking. The study also has a firm goal of what research questions need to be answered, but the study is severely lacking reliability and validity in the sampling, methodology, instruments and procedures applied in attempting to properly answer the research questions. It is our opinion the study could be revamped by applying a stronger qualitative approach focusing on actual communication versus analyzing a potentially invalid measurement instrument.

We agree with the authors that the nature of their study can in fact "enhance the quality of the distance education experience for both high and low-achieving students" if performed with more cultural, informative and statistically reliable analytical tenets as a firm foundation upon which the research questions are studied. The authors sought to investigate the students help-seeking behaviors in relation to the full spectrum of their student lives and we think their study provides at least a starting point from which this lofty research goal may eventually be accomplished.

References

Brockett, R., & Hiemstra, R. (2004). Toward ethical practice. Malabar, FL:Krieger Publishing Company.

Chan, M.S.C., Jegede, O., Fan, R., Taplin, M., & Yum, J.C.K. (1999). A comparison of the study habits and preferences of high achieving and low achieving Open University students. Paper presented to the 13th annual conference of the Asian Association of Open Universities.

Elias, J., & Merriam,S., (2005). Philosophical foundations of adult education. Malabar, FL: Krieger Publishing Company.

McMillan, J., & Wergin, J. (2006). Understanding and evaluating educational research. Upper Saddle River, NJ: Pearson Publishing.

Rolfe, C. J. (2007). Getting the bugs out of the distance learning experience. College Quarterly, 10(3), 1-35.

Tattersall, C., Waterink, W., Hoppener, P., & Koper, R. (2006, November). A case study in the measurement of educational efficiency in open and distance learning. Distance Education, 27(3), 391-404.

Vella, Jane. (2002). Learning to listen, learning to teach: The power of dialogue in educating adults (rev. ed.). San Francisco: Jossey-Bass.

Wilson, A., & Hayes, E. (2000). Handbook of adult and continuing education, San Francisco: Jossey-Bass.

Zembylas, M. (2008, May). Adult learners' emotions in online learning. Distance Education, 29(1), 71-87.