ATEE ANNUAL
CONFERENCE 2023
'TEACHER EDUCATION
ON THE MOVE'
BOOK OF PROCEEDINGS
PUBLISHER
Association for Teacher Education in Europe - ATEE
Rue de la presse 4
Brussel 1000
Belgium
ISBN 9789464668520
DOI 10.21862/atee.2023
EDITORS
Erika KOPP1, Manal Mohammed Yousef HAMARSHA1, Anikó KISS1 Shwe Ye PHYO1
1
ELTE Eötvös Loránd University, Budapest, Hungary
Faculty of Education and Psychology
GRAPHIC DESIGN
Luca Alexa ERDEI, Anna Orsolya PONGOR-JUHÁSZ
CHAIR
Erika KOPP
1
TABLE OF CONTENTS
INTRODUCTION .................................................................................................................. 5
EDUCATIONAL RESPONSES TO SOCIETAL CHALLENGES FROM THE
PERSPECTIVES OF TEACHER EDUCATION..................................................................... 8
1. LEARNING MUSIC AS A MEANS OF SOCIAL ADVANCEMENT ................................. 9
2. STUDENT’S BURNOUT AND COPING METHODS .................................................... 21
3. TEACHERS' PERSPECTIVES OF CHALLENGES WITHIN THE UKRAINIAN
EDUCATIONAL SYSTEM .................................................................................................. 35
ENVIRONMENTAL, HEALTH AND SUSTAINABILITY EDUCATION ................................ 52
1. ETHICS IN CREATIVITY AND INNOVATION PRACTICES AMONG TEACHERS IN
MALAYSIA ......................................................................................................................... 53
HIGHER EDUCATION AND TEACHER EDUCATION ....................................................... 60
1. SELF-REGULATORY SKILLS AND THE ROLE OF PART-TIME WORKING IN
STUDENT TEACHERS ...................................................................................................... 61
2. THE DYNAMICS OF INSTITUTIONAL TEACHER PROFESSIONAL DEVELOPMENT
AT THE UNIVERSITY OF GDAŃSK: TEACHING IDENTITY AND TEACHING SKILLS IN
FOCUS ............................................................................................................................... 77
3. ............... THE SITUATION OF NEW TEACHERS IN HUNGARY: THE EXPERIENCE OF
ENGLISH AS A FOREIGN LANGUAGE TEACHER TRAINEES ....................................... 90
INCLUSION, EQUITY AND DIVERSITY IN TEACHER EDUCATION .............................. 101
1. DISRUPTING THE MASTER NARRATIVE: A METHODOLOGICAL EXPLORATION OF
EDUCATIONAL RESEARCH FOR SOCIAL JUSTICE .................................................... 102
2. INCLUSION: HOW CRUCIAL IS TEACHER EDUCATION? SPECIAL TEACHER
EDUCATION AND RECRUITMENT AS NON-TRADITIONAL FACTORS OF INEQUALITY
FOR THE QUALITY OF INCLUSION IN THE ITALIAN CONTEXT .................................. 119
2
3. LEGAL ISSUES OF ROMA INCLUSION IN EDUCATION IN WESTERN BALKAN
COUNTRIES ..................................................................................................................... 136
SUBJECT- SPECIFIC DIDACTIC CONCERNS IN TEACHER EDUCATION (E.G.,
REGARDING SCIENCE, MATHEMATICS, FOREIGN LANGUAGES,
ENTREPRENEURSHIP, DIGITAL TECHNOLOGIES ....................................................... 153
1. DIGITAL GAME- BASED LEARNING EXPERIENCES OF EDUCATIONAL SCIENCE
STUDENTS ...................................................................................................................... 154
2. ENTREPRENEURSHIP COMPETENCE IN SCHOOLS: A SYSTEMATIC REVIEW .... 163
3. EXAMINING STUDENTS’ SELF-ASSESSMENT CONCERNING THEIR WRITING
SKILLS DEVELOPMENT IN SECOND LANGUAGE LEARNING .................................... 175
TEACHER EDUCATION AND NEW TECHNOLOGIES ................................................... 189
1. A MODEL TO SUPPORT TEACHERS IN BRINGING COMPUTER SCIENCE INTO THE
CLASSROOM................................................................................................................... 190
TEACHER EDUCATION CURRICULA............................................................................. 199
1. COMPETENCE-BASED COMPREHENSIVE EXAM IN PEDAGOGY AND
PSYCHOLOGY AT APOR VILMOS CATHOLIC COLLEGE ........................................... 200
TEACHER EDUCATION THEORIES AND METHODS .................................................... 212
1. EPISTEMOLOGICAL BELIEFS AND TEACHING-LEARNING CONCEPTIONS OF
MYANMAR STUDENT TEACHERS AND DOCTORAL STUDENTS: A PILOT INTERVIEW
STUDY ............................................................................................................................. 213
TEACHERS’ AND TEACHER EDUCATORS’ LEARNING AND PROFESSIONAL
DEVELOPMENT............................................................................................................... 230
1. COMMUNITY FORUMS: TOWARDS A PARTICIPATORY METHODOLOGY FOR
TEACHER PROFESSIONAL DEVELOPMENT ................................................................ 231
2. IMAGINATION TAKEN SERIOUSLY: IMAGINATIVE EDUCATION FOR TEACHER
PROFESSIONAL DEVELOPMENT .................................................................................. 243
3
3. MENTORING RELATIONSHIP IN PRE-SERVICE TEACHER EDUCATION: SOCIAL
REPRESENTATIONS CONSTRUCTED BY STUDENT TEACHERS ............................... 258
4. ONLINE TRAINING AND SHARING OF BEST PRACTICES: AN INNOVATION
NETWORK FOR THE ACCOMPANIMENT AND PROFESSIONAL DEVELOPMENT OF
ITALIAN TEACHERS DURING COVID-19 ....................................................................... 277
TECHNICAL AND VOCATIONAL EDUCATION .............................................................. 295
1. 21ST CENTURY SKILLS IN TECHNICAL VOCATIONAL TEACHER EDUCATION ... 296
4
INTRODUCTION
From August 27 to 30, 2023's ATEE Annual Conference, with the topic "Teacher
Education on the Move," brought together educators and academics from all around the world
in Budapest, Hungary. With 226 attendees from 30 different nations, the conference provided
a lively forum for exchanging ideas, encouraging teamwork, and talking about the most recent
advancements in teacher education while reflecting the rapid changes surrounding the field.
The three-day event had a varied program that included multiple parallel and poster sessions,
RDC meetings, workshops, and motivational keynote addresses. A warm, relaxed, and vibrant
atmosphere surrounded the attendees, creating a setting that was ideal for deep conversations
and networking possibilities.
Important Elements of the Conference Keynote Speeches
Experts in teacher education gave three keynote speeches at the conference. Jaap van
Lakerveld addressed various ways in which teachers are on the move and attempted to sketch
perspectives for the future. Brad Olsen elaborated on teaching quality nowadays and the
perspectives for development in global and local arenas. Helga Dorner advocated the
importance of mentoring novice teachers and ways of improving collaboration in professional
communities, reflecting on the ongoing changes affecting education. These talks provided
insightful information, addressed a broad range of subjects, and established the framework for
the conversations that followed.
Meetings of the Research and Development Communities (RDC)
Thirty RDC sessions were held at the conference, where scholars and educators’
discussions centered on many facets of teacher education. These groups were crucial in
influencing conference conversation and encouraging cooperation among professionals who
had similar values.
Poster and Parallel Sessions
The conference's 43 concurrent parallel and poster sessions, which numbered 177,
became its focal point. The variety and diversity of modern teacher education were made
evident by the scope and depth of issues discussed in these sessions. Participants got the chance
to learn about cutting-edge studies, creative approaches, and new developments in the field.
The ATE Annual Meeting's emphasis on active involvement was one of its most
noteworthy aspects. With equal engagement from teachers and participants, the workshops
were designed and organized with the goal of creating a dynamic and inclusive atmosphere.
scheduling and expectations for meetings. Parallel session presenters were given guidelines
5
outlining a structured approach that included a 10-minute lecture followed by a Q&A period.
Short yet thought-provoking presentations were encouraged, and presenters and stakeholders
were more likely to participate in this style.
Ten to twelve posters every session were given ten minutes to discuss their findings,
after which there was a question-and-answer period. The poster presentations' visual format
introduced a dynamic aspect that improved both the presenters' and the audience' overall
experience.
Interactive Sessions & Workshops
The interactive sessions (Newcomers’ meeting, Book Club) and the Workshop “How
to write articles for the EJTE” gave participants dynamic, hands-on learning experiences that
deepened their understanding of ATEE’s organization, particular subjects and tactics. These
classes advanced the entire learning process by adding practical elements to the academic talks.
Even though the conference is over, there will be fascinating post-conference developments to
anticipate, including:
The Book of Proceedings
A specialist team's meticulous evaluation and editing of content supplied was meant to
enhance the book's quality, coherence, adherence to academic standards, and clarity while also
helping to disseminate knowledge more effectively and restoring any lost lucidity. It was
intended to classify the topics of articles into relevant categories, categorize the data according
to thematic content, and display the data coherently after carrying out the required research and
collecting the data from the participants.
The requirements were provided to the participants, and 20 articles were submitted that
were classified under the following sub-themes of the conference and proofread according to
the American Psychological Association (APA) 7th Edition Reference Guidelines:
- Educational responses to societal challenges from the perspectives of teacher
education;
- Environmental, health and sustainability education;
- Higher education and teacher education;
- Inclusion, equity and diversity in teacher education;
- Subject- specific didactic concerns in teacher education (e.g., regarding science,
mathematics, foreign languages, entrepreneurship, digital technologies);
- Teacher education and new technologies;
- Teacher education curricula;
- Teacher education theories and methods;
- Teachers’ and teacher educators’ learning and professional development;
- Technical and vocational education.
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In summary
In conclusion, educators and researchers from all around the world found the ATEE
Annual Conference 2023 to be a stimulating and rewarding event. The forum's focus on
diversity, international collaboration, and active involvement set the tone for its contribution
to the global conversation on teacher education across borders. It was understood via the
guidelines for informant review that the meeting would run smoothly and successfully,
fostering an atmosphere that encouraged learning, sharing, and cooperation. By the time the
seminars finished, their impact had gone beyond the actual meeting; papers and presentations
promised to build on the information that had been acquired.
The editors
7
EDUCATIONAL RESPONSES TO SOCIETAL
CHALLENGES FROM THE PERSPECTIVES OF
TEACHER EDUCATION
8
1. LEARNING MUSIC AS A MEANS OF SOCIAL ADVANCEMENT
Tímea SZŰCS PhD
University of Debrecen, Faculty of Humanities, Institute of Educational Studies and Cultural
Management, Hungary
[email protected]
Abstract
In the first decades of the 21st century, significant attention was directed towards cumulatively
disadvantaged and disadvantaged children. The purpose of these researches is, on the one hand,
to learn about the socioeconomic status of these students, and on the other hand, to find
solutions to their difficulties and problems (Fisher et al. 2020; Hernandez et al. 2021). In my
research, I study the possibilities of these students in a specific approach, by examining the
opportunities offered by learning the arts. According to literature (L. Ritók, 2010; RománCaballero et al, 2022; Winston et al, 2022), dealing with the arts can greatly help the
development and success of disadvantaged children through transfer effects.
My research focuses on schools and programmes that pay special attention to talent
development for disadvantaged children through music. This includes the Symphony Program,
which is an adaptation of the El Sistema Program in Venezuela. The focus of my research is to
explore the factors behind the success of the Symphony Programme, both from a professional
and a human perspective. In this paper, I present the results of analyses based on interviews
with mentors and music teachers who play a central role in the Symphony Programme.
For my study, I conducted qualitative, semi-structured interviews with mentors and teachers.
My results show that both an understanding and attentive environment as well as a special
attitude and treatment are decisive factors in the success of institutions and children. In
addition, the special methodology is also vital in the development of children.
Keywords: disadvantaged status, music learning, Symphony Program, El Sistema Program
DOI: 10.21862/atee.2023.01
Introduction
At the beginning of the 21st century, the number of disadvantaged and severely
disadvantaged children in Hungary increased significantly. Learning the arts can help them and
create opportunities for them (Román-Caballero et al, 2022; Winston et al, 2022). There are
many studies on the importance of transfer effects and improved performance, behaviour and
inclusion of children (Hallam, 2010; Szűcs, 2023). In Hungary, primary art schools provide
opportunities to learn the arts. Since 2005, children with disadvantaged, multiply
disadvantaged and special educational needs can study free of charge in these institutions. Yet
their parents often do not dare to enrol their children in primary art schools because they have
had many bad experiences in primary schools and lack confidence in this type of institution.
Thus, precisely those children are not getting the developmental benefits of learning music and
the arts who need it the most.
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At the same time, institutions and programmes have emerged in Hungary, specifically
dedicated to the talent development of disadvantaged children, which are successfully working
with these children. These include the Snétberger Music Talent Centre, the Rajkó-Talentum
Primary and Secondary Art School and the Symphony Programme (the Hungarian equivalent
of El Sistema). The question arises as to how they can help these children, who have so many
problems in primary school, to succeed. What is behind their success?
In this paper, I aim to present the results mapped in the Symphony Programme, which
provide answers to the previous questions.
The idea for the Symphony Programme (2014) originated in Venezuela, where it is
known as El Sistema. Since El Sistema's founding in Venezuela in 1975, El Sistema and El
Sistema-inspired programmes have spread to many countries around the world, and the rate of
expansion has increased rapidly since the beginning of the 21st century. "Play and Fight" is the
motto of the organisation, expressing the determination and commitment of its members.
Today, in more than 80 countries around the world, they are trying to adapt it to local conditions
and different social problems. With the exception of Antarctica, hundreds of programmes now
populate every continent of the world, serving an estimated one million children (Verein zur
Förderung Sistema-inspirierter Musikvermittlung in Europa, 2024).
In the case of the Hungarian Symphony Programme, it is primarily a social programme,
in which music is a means of creating opportunities, a way out. The target group is
disadvantaged children living in difficult circumstances who are considered "problem" pupils
at school. The main objectives of the programme are to reduce early school leaving and early
school dropout and to help children succeed in school. The Symphony Programme takes a
systems approach, believing that children's school careers cannot be understood in isolation,
and that it is therefore necessary to understand the family, local social, welfare and health
institutional framework surrounding children. Therefore, they also support the children and
their families involved through social and community development activities (career guidance
and prevention sessions, programmes involving parents, teachers and other professionals).
They aim to broaden their horizons and teach them that setting goals is the way forward. They
do this by being given role models and providing experiences (excursions, concert and theatre
visits, and games together) to help them to get to know the world around them better.
At the heart of the Symphony Programme are group music sessions that use an
experiential approach to develop children's intellectual, social and emotional skills. In the
orchestra, children find an inclusive, loving atmosphere and a community where they can
achieve success by helping each other rather than rivalry. The workshop work in the
programme teaches participants perseverance, regularity and the struggle for goals, and the
experience of success strengthens their self-esteem, thus reinforcing the very competencies that
are essential for good school performance and future well-being (Magyar Máltai
Szeretetszolgálat, 2021)
In 2022, the Catching-up Settlements programme was launched in Hungary, covering the 300
poorest settlements. Currently, the Symphony Programme is operating in cooperation with the
Maltese Relief Service, continuously expanding the number of settlements joining the
programme.
Methods
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For my research, I chose a qualitative method because of the sensitivity of the social group
under study, but also because it allowed me to explore deeper connections. I conducted semistructured interviews with all 8 mentors and music teachers in the spring of 2023, with a full
range of interviews. To objectively analyse the responses, I used MAXQDA qualitative data
analysis software, which allowed me to quantify the data.
The most important aspect of the analysis was text-focused, thus fulfilling the principle
of non-interference studies (Babbie, 1986; Sántha, 2015). The content analysis of the
interviews was aimed at filtering out the number of words and codes, thus I preferred a
structural approach. Interpretative type analysis was used to identify the main codes and
conceptual categories. I used the combined logic method for coding categories. During the
coding process, I first used a deductive method, whereby the data extracted from the text corpus
were assigned to the pre-designed main codes. The main codes were based on the interview
questions (programme, lessons, children, programme effects). In the next step, I used the
inductive method in a data-driven way, during which I created additional main codes and
subcodes (success, mentors) (Sántha, 2022).
The internal reliability of the study is based on the reliability of the coding, which also
allows for the overall reliability of the analysis (Sántha, 2012). To ensure the reliability of the
coding process, I used the intra-coding technique (Dafinoiu and Lungu, 2003). In the first round
i = 543 and in the second round j = 553 codes were generated. In the two coding rounds, n =
530 was the number of identical coding situations. Based on the formula of the intra-coding
method, the coding reliability index km = 0.967.
My research questions were:
1. How can they reach children?
2. How can they keep them in the system?
3. What methodology do they use?
4. How can they lead children to success?
Results
The coding resulted in a total of 553 codes and five main codes emerged: the Symphony
Programme, lessons, children, the impact of the Symphony Programme, and success. Their
distribution is shown in the first figure.
Figure 1: Distribution of master codes
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Figure 2 shows the Symphony Programme, Figure 3 the hours and Figure 4 the subcodes and
their distribution within the children's master codes.
Figure 2: Distribution of subcodes of the Symphony Programme
Figure 3: Distribution of subcodes of the Symphony Programme lessons
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Figure 4: Distribution of subcodes of information on children
Discussion
The first figure shows the five main codes. Most of the codes (209 codes) are for the
Symphony Programme, followed by 147 codes for lessons and 111 codes for children.
Significantly fewer, 62 codes were formed for the effects of the Symphony Programme and 24
codes for success. For the latter two main codes, no subcodes were formed.
Most of the codes for the Symphony Programme were for the main purpose of the training (40)
and for mentors (30). This is not surprising as mentors are an important driving force behind
the programme. They are responsible for a region of Hungary and are the link between the
management, music teachers and local professionals. They all felt it was vital to outline as
much as possible the main objectives of the programme. "The main aim of the programme is
community development and a great opportunity for children. What I think is the main purpose
of the programme is to believe in myself, to have a vision and to believe that I can change, that
there is a tiny bit better than what is around me if I do. And opening up the world, turning the
world's eyes, helping ... having a little vision and self-worth, I think that's the most important
thing."
Almost the same number of codes emerged on future plans (24), the establishment of
the Symphony Programme (21), its structure (17), staff (20), ideal staff (20) and changes in the
programme (19). "Essentially, I think El Sistema inspired the creation of this programme, to
try to find out here in Hungary, in the segregated areas with disadvantaged children, in these
municipalities, what is it that we can give? What path could we pave for them with this
programme? Essentially, because it was a very well-functioning programme there. ... I think it
was immediately apparent that music is a path that could work."
The structure of the Symphony Programme is currently in transition. In the original
structure, the Programme Manager is responsible for the overall running of the programme and
13
the Artistic Director is responsible for the musical part of the programme. Regional mentors
and coordinators will bring together the issues of each region. The music teachers will carry
out their tasks in each municipality. At present, the mentors have been replaced by band
leaders, with the central aim of creating local, regional and national bands. The tasks of the
band leaders also include the administrative duties of coordinators and mentoring of music
teachers. It is considered important to strengthen the social line by involving communitybuilding and social workers.
In relation to the staff, it was interesting to observe that a sub-code of the ideal staff
member emerged from the mentors' interviews. Of course, the musical background is
important, but the personality of the teacher is also outstanding. They listed attributes that are
most necessary to work successfully with children. For example, two-way communication,
empathy, flexibility, ability to teach several instruments, enthusiasm, love for children, role
model for children, high sense of responsibility, finding common ground with children,
acceptance, humility, inspiring students to be better than him. She is a person who is always
there for the children, often outside working hours. Overall, this job requires a high level of
commitment and an open, inclusive personality.
The impact of children on mentors (10) and the value system of the programme (8) had
the lowest number of codes related to this main code. Reciprocal mentoring (Harvey et al,
2009) is also observed here in the Symphony Programme. Not only do mentors give to children,
but children also shape and develop mentors and teachers. They have become more honest,
open, flexible and accepting. Nevertheless, they are often astonished to hear the children's
accounts of their lives. We must not forget to process these together.
Future plans (24) revealed a wealth of opportunities to give children even more
opportunities. Broadening the age range of the programme, following their careers from
kindergarten to employment. More ways for students to grow and have the opportunity to
continue making music after eighth grade graduation, and to give those who are preparing for
a career in music all the help and support they need to achieve their goals. The dynamic
development of the Symphony Programme is a constant source of inspiration for the staff to
keep expanding opportunities.
In terms of hours, the codes for added value (45) and methods (36) stand out by far.
The methodology used in the Symphony Programme is essential; as it is precisely because of
this that rapid success is achieved. It is essential to retain children. I will write about this in
more detail later, because one of my research questions is methodology.
As this programme is primarily a social programme in which music is a means to an
end, it is not surprising that there is a strong emphasis on highlighting the added value beyond
music. Playing games and making music together is a good way of building trust, opening
children up and starting supportive and constructive conversations. "We shape the world view,
we give feedback, we hold up a mirror, we develop self-esteem and self-awareness." They
regularly ask for advice on issues such as further education and choosing a partner. Changing
mindsets is very important. You know you are valuable, you can achieve your goals. "They
don't think, 'Oh, when are we going to graduate, and then I can go, and then I want to have a
baby. Not that she'll want to be in eighth grade so she can go on to college." Through the
teaching of reflection and empathy, sensitisation to others takes place. Listening and adapting
to others is also essential for playing together in an orchestra. The Symphony is often referred
14
to as a big family when it comes to a sense of community. By practising together regularly,
they learn that the energy invested pays off, reaps rewards and is worth engaging with not only
in instrumental playing, but also in other areas of school and life. They also have the
opportunity to preserve and learn about their own culture. The children are given role models,
there are more Roma mentors and music teachers working in the system and they are seen as
role models by the children. The mentors and music teachers are very attentive to love and
acceptance and this is something that the pupils need very much from the music teacher, who
is a "godfather, friend, soul mate, helper" in their eyes. The world opens up to them through
travel. They can get to know each other at camps and on excursions, and thus gain valuable
contacts through symphony students from other municipalities. It is important for them to "see
that they are part of a bigger web and that they are getting to know each other, that they are
really making friends."
Codes have been developed for the selection of talents (20) and children (17) for the
lessons (20). There were significantly fewer thoughts on oversubscription (6) and the purpose
of the lesson (3).
The Symphony Programme aims to give every child who wants to try music learning
the opportunity to do so. The only obstacle is the limited number of instruments available, but
the number of instruments is constantly growing. In the course of the lessons, it is important to
emphasise the playful, direct tone and the initiation of conversations that are an integral part of
the beginning of the lessons. The instrumental lessons take the form of group lessons, with 24 children of a similar cognitive and technical level. It is also important to end the lesson on a
positive note so that the children leave with good feelings. Talented children are given the
opportunity to apply to the Snétberger Music Talent Centre and are also supported in their
studies at music school. There is also the possibility to study at a music conservatory, so this
is a great opportunity for pupils to get a head start.
Statements related to the children's financial background and lifestyle (27) dominated, as the
mentor music teachers reported shocking circumstances during the interviews. Overall, there
is a wide range of extremes in the students' circumstances and lifestyles. Some live in a normal
home, with one or both parents working. At the same time, there is a high proportion of children
living in poor, dirty, uncomfortable conditions, where parents do not work and crime is
common. Often there are many people living in the house, so children do not have a quiet place
of their own to study and rest.
Parental contact (20) and behavioural problems (18) are also prominent among the
subcodes. As parental permission and consent are required for children to attend classes and
performances, parental contact is essential. Family visits are frequent so that they can get closer
to the parents and develop a relationship of trust. In this group of children, from which the
Symphony Programme draws, we encounter a remarkable number of behavioural offences, due
to their background, circumstances and habits. Fighting, falling back, tantrums, insolence with
the teacher, truancy, and not coming to the performance; these are problems that occur
regularly.
A similar number of codes were generated on the general characteristics of children
(14), their special needs (13), their achievement (10) and dropout (9). The family is important
for children, whether good or bad things happen to them there. They experience a lot of failure,
often saying "they can't do it anyway, oh let's leave it" because they have no experience of
15
learning. "They don't have the sense of commitment that I've enrolled now and I'm going to go
all year." They haven't learned to struggle: "After the second failure, they'll drop it, stay at
home, start a family, or have a child, or whatever." Accordingly, dropout is a perennial
problem for these students.
One of the main aims of the Symphony Programme is precisely to reduce dropouts. A
lot is done by mentors and music teachers to keep students in school. "It's also important for
us that the child doesn't drop out of school, because he or she is going to music. So that he
doesn't fail in grammar. ... We are here to prevent dropouts, so I think we have to work very
closely with the teachers." Sometimes, they try to solve the problem in a very special way: "It
was a good occasion to introduce ourselves, to get to know each other, and then we did it
several times. For example, if a child drops out, a musical family visit can make a big
difference." Often, the fact that a significant proportion of pupils in these municipalities belong
to the special needs group also causes learning difficulties. According to the interviewees,
between 30 and 100% of children have attention deficit, SNI (special educational needs),
and/or BTMN (difficulties with integration, learning and behaviour), with the proportion
varying from one municipality to another. This can also be a challenge in relation to music
learning, although music teachers say that "somehow it does not correlate with how they are
doing in music. Obviously, someone who has difficulty understanding fractions, reading, or
getting the basic information in, is harder to work with, but the behavioural disorder, this
special educational need, it's a problem if they're very unmotivated and want to tear the session
apart, but otherwise it's not a problem." In addition, another type of difficulty appears in these
pupils. "For example, I have groups where I don't teach music specifically, but rather just
develop. Because the poor one is so behind, he has such problems that he can't press a key or
a string, he's so stiff, and by the way, that's the case with a lot of kids. ... Of course, it's not just
a physical problem, it's a psychological problem. And then we try to integrate these children
into the orchestra, but not always. It doesn't always work." The performance of these students
is very variable, ranging from excelling to failing. The high average shows a mediocre result.
Truancy is also a common obstacle to academic success and a common phenomenon among
them. The Symphony Programme is a good safety net in this respect. Several children said that
they come to school to play music so that they can go to instrumental lessons in the afternoon.
For this reason, they try to achieve the best results possible, by doing their homework earlier
so that they can attend the session.
The impact of the Symphony Programme (62) and the successes reported by mentors
(24) are of particular importance for the research, as they are the yardsticks of the programme.
Through them we can see the changes that have been initiated in these children. The dimensions
of success will be discussed in more detail later, as they were in one of my research questions.
By the impact of the Symphony Programme, I mean the changes that can be observed in the
lives of the children who participate in the programme. Obviously, these changes cannot be
attributed solely to the impact of the programme, but they are certainly influenced by it. These
changes can be observed in different dimensions, such as behaviour, attitudes, academic
achievement, cooperation, and emotional intelligence.
I mentioned earlier that there are a lot of complaints about their behaviour. Mentors and
music teachers regularly consult class teachers and school leaders about this. There is a
16
noticeable change in their behaviour in music lessons on the one hand, and in class on the other.
Here are two examples: "next year, when I meet that really rowdy kid, he is calmer and things
are different afterwards" and "just to blow through those three songs, the kid stood quietly for
an hour and a half at the ceremony." It is also typical that "there are so many children who are
not open to the world even a little bit, because they are so closed, there are so many problems
at home that they are completely closed in. We've got to the point where they are now starting
to open up to everyone. They smile more, they're not so wild." Several mentors and music
teachers have found that "the children are also talking to each other more, and are more
accepting of each other, helping each other. It's not even a programme, it's a big family. The
older ones are role models for the younger ones ... there's a sense of togetherness in the
classroom as well." The question arises as to what is causing this change. According to the
mentors, "... the influence of the band. They have to look out for each other so much that they
can't help but develop in this. They learn to listen to each other a little bit, and to be patient a
little bit. ... We have the routine of going, unfamiliar people, unfamiliar places, and it's not that
I close down, it's that the kids open up, they're more direct."
Working together as an orchestra has also become a priority, which has strengthened
the sense of togetherness. "We had an orchestra, we had a repertoire, and we got invited to a
lot of places, and then it meant a lot of community occasions for us, all of which were super
well done."
Mentors and music teachers have also observed the development of emotional
intelligence in children. In their opinion, "music is such a super emotional communication, ...
it has a very good impact on their emotional world."
The changes are noticed not only by mentor music teachers, but also "by class teachers
and principals who point out that the Symphony kids have a much better GPA, that they listen
to their teachers much more. They also learn much better, because music moves many, many
things in children."
The impact of circumstances on academic performance can often be observed, and
learning music can also help. "We went to a family's house, and it was tamped down, it was
very cold, and the babies were sitting on arms and not crawling. And babies who don't crawl
don't develop fine motor skills. And if you don't develop fine motor skills, you won't be able to
play the violin like that. And then the effect of playing the violin is bound to change the writing
and the attention." There is also an observable change in the motivation of the students as a
result of the Symphony Programme. They go to school regularly, they listen in class again,
"and you can influence them in a way that makes learning make sense. ... A lot of the kids, they
talk about, when are we going to go to a concert, how can we go to a concert? Okay, I'll go to
class because I have to study." As a result of this change, "there are more and more Symphony
graduates, and some are going to university."
The change in attitude can be observed in several areas. On the one hand, it does not
want to dismantle its environment but to improve it in some way. On the other hand, children
of Roma and non-Roma origin are opening up to each other, "talking, singing and playing
music together. These are the experiences that make them open up to each other." Thirdly, it
is observed that "they put themselves in a situation ... when they give themselves motivation,
give themselves a goal, the children's attitude to life changes." They become more persistent,
their perseverance and self-esteem are strengthened. Interviewees believe that "the band gives
17
the kids that extra something to change their mindset because they get out of that settlement,
we take them to gigs all over the place, and they get a lot of stimuli that basically change their
mindset. Their communication develops and that affects everything ... if you learn the
behavioural norms that you have to follow in an orchestra, you'll be able to apply them
everywhere in life. And developing self-awareness is very, very important." Band is an
attraction that keeps students coming back after eighth grade. In addition, "more and more kids
want to get out of the village and go to high school," which is a huge achievement for these
students.
Feedback on these changes is also received from parents, and it is often observed that
"there is a complete turnaround in the teacher's view of the child. ... Something clicks in the
teachers' minds that these children are not actually helpless or untalented, but that they just
need to be caught by other means. I think we can sensitise and motivate a lot of actors."
Summary
Based on the analysis of the interviews, I have formulated the following answers to my
research questions. In the Symphony Programme, children are approached through recruitment
both in schools and at the points of presence. The programme takes the opportunity to them.
Children are selected indiscriminately; everyone gets a chance to learn music. Dropout and
natural selection are also observed here.
The tools of retention include, on the one hand, a specific methodology that gives
children a quick sense of achievement. Another important tool is the use of discussions and
games to open children up. The third pillar of the retention tools is the orchestral game, which
is an outstanding social experience for all pupils.
It is worth mentioning the specific methodology. This includes the use of coloured sheet
music, coloured strings, and simple rhythms. Groups are formed according to the level of
development, but there is scope for crossover between groups. It is great that everyone in the
orchestra gets a chance to play from the simplest to the most complex parts, so everyone can
be part of the experience and success of making music together.
The path to success is mapped out along several dimensions. The most visible are concerts and
invitations abroad. The pomp, lights, applause and recognition are unforgettable for children.
But this is only the crowning glory of the Symphony Programme's many impacts. Adaptation
is key when making music together, when playing in the orchestra, acceptance of others, Roma
and non-Roma alike, and when travelling together. Social behaviour is also important during
the trips. It also polishes their behaviour at school. This helps them to learn the rules of social
interaction and thus to integrate into society in the future. It also helps their personal
development by teaching them to listen to others, to learn about themselves, to experience
performing and to increase their self-confidence. The confidence they have in their teachers
and mentors is essential for this. This enables them to open up and share their problems and
difficulties. This relationship of trust is built step by step with great care and attention by the
professionals of the Symphony Programme. Another manifestation of success is learning
effectiveness. Since music learning develops attention, memory, logic through transfer effects,
all of these can be put to good use in learning any subject. In order to reduce dropouts, all staff
and material conditions are implemented, students are given individual development plans and
18
motivation through scholarships. Great attention is also paid to overcoming socio-cultural
disadvantages, which can also be a measure of success. The Symphony Programme pays
particular attention to life education and to promoting development. Not only the children but
also their families are involved in these events and programmes, in which it is important to
involve parents and support families. The work of mentors and support institutions is essential
to make this happen. A holistic approach and regular monitoring are also key to success.
The analysis of the interviews revealed the human, methodological and technical
factors behind the success of the Symphony Programme, the combination of which enables
disadvantaged and multiply disadvantaged children to develop their abilities, to improve their
performance in and out of school, to increase their social and cultural capital and to raise their
social status. It would be particularly important to develop more programmes and social
initiatives of this kind in the future, so that these children can find their place in society and
become valued members of it.
References
Babbie, E. R. (1986). The practice of social research (4th ed). Wadsworth Pub. Co.
Dafinoiu, I. & Lungu, O. (2003). Research Methods in the Social Sciences. Peter Lang.
Fischer, Ch., Fishman, B., Levy, A. J., Eisenkraft, A., Dede, Ch., Lawrenz, F., Jia, Y., Kook,
J. F., Frumin, K. & McCoy, A. (2020). When Do Students in Low-SES Schools Perform
Better-Than-Expected on a High-Stakes Test? Analyzing School, Teacher, Teaching, and
Professional Development Characteristics. Urban Education, 55(8-9), 1280-1314.
https://doi.org/10.1177/0042085916668953
Hallam, S. (2010): The power of music: its impact on the intellectual, social and personal
development of children and young people. International Journal of Music Education,
28(3), 269–289.
Harvey, M., McIntyre, N., Heames, J.T. & Moellerr, M. (2009). Mentoring Global Female
Managers in the Global Marketplace: Traditional, Reverse and Reciprocal Mentoring.
The International Journal of Human Resource Management, 20(6), 1344-1361.
https://doi.org/10.1080/09585190902909863
Hernandez, A., Silverman, D. M. & Destin, M. (2021). From deficit to benefit: Highlighting
lower-SES students' background-specific strengths reinforces their academic persistence.
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L. Ritók, N. (2010). Művészeti nevelés és hátrányos helyzet. [Art education and disadvantage]
Downloadable: http://www.tani-tani.info/081_ritok, 25.02.2023.
Román-Caballero, R., Vadillo, M. A., Trainor, L. & Lupiáñez, J. (2021). Please don't stop the
music: A meta-analysis of the cognitive and academic benefits of instrumental musical
training in childhood and adolescence. Educational Research Review, 35, 100436.
https://doi.org/10.1016/j.edurev.2022.100436.
Sántha, K. (2012). Numerikus problémák a kvalitatív megbízhatósági mutatók
meghatározásánál. [Numerical problems in the definition of qualitative reliability
indicators] Iskolakultúra, 22(3), 64-73.
19
Sántha, K. (2015). Beavatkozás nélküli vizsgálatok. [Tests without intervention]
https://epa.oszk.hu/00000/00035/00115/2007-07-ta-Santha-Beavatkozas.html
Sántha, K. (2022). Kvalitatív tartalomelemzés. [Qualitative content analysis] Eötvös József
Könyvkiadó.
Szűcs, T. (2023). The Transfer Effects of Learning Music and Their Underlying Causes. Studia
Universitatis Babes-Bolyai Series Musica, 68(1), 185-202.
Verein zur Förderung Sistema-inspirierter Musikvermittlung in Europa. (2024). Sistema
Europe. Systema Europe. https://www.sistemaeurope.org/
Winston, J. L., Jazwinski, B. M., Corey, D. M. & Colombo, P. J. (2022). Music Training, and
the Ability of Musicians to Harmonize, Are Associated With Enhanced Planning and
Problem-Solving.
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https://doi.org/10.3389/fpsyg.2021.805186
20
2. STUDENT’S BURNOUT AND COPING METHODS
Mónika Veronika SZIGETI
Hungarian University of Agriculture and Life Sciences
University of Pécs, „Education and Society” Doctoral School of Education, Hungary
[email protected]
Abstract
The objective of our talk is to present the prevalence of depression and burnout among
university students in the post-COVID period. A common topic in the international literature
is the assessment of the psychological state of university students and the assessment of risk
factors to maintain or improve their quality of life (Oláh, 2015; Brown, 2018; Abrams, 2022;
Campbell et al, 2022). Our cross-sectional study was conducted among full-time student
teachers. Since this group of students is preparing for a helping profession, it is particularly
important what coping resources they possess to overcome the difficulties and professional
challenges they face. The aim of our study is to explore the demographic and institutional risk
and protective factors of burnout and depression and to facilitate their diagnosis. Method:
depression was measured with the abbreviated Beck Depression Questionnaire (Beck&Beck,
1972), burnout was measured with the Maslach Burnout Inventory (1996), and the
Psychological Immunocompetence Questionnaire (Oláh, 1997) and the Coping Methods
Questionnaire (Folkman&Lazarus, 1980) were also completed. According to the results of our
pilot research, the studied student population (N: 46) shows symptoms of burnout, their
psychological immune system is underperforming in certain components compared to the
expected results, and 76% of the students struggle with mild and moderate depression. The
results of our descriptive statistical study indicate that our students need a definite
psychoeducational intervention to maintain their well-being and their future professional
efficiency.
Keywords: burnout, university students, institutional risk and protective factors,
psychoeducation
DOI: 10.21862/atee.2023.02
Introduction
Nowadays, teacher training is of particular importance in Hungary in view of the ageing
of teachers and the low number of applications for teacher training, as well as the high rate of
drop-out during training and after obtaining a diploma. Through comprehensive innovation,
our universities aim to increase their professional competitiveness and to demonstrate
significant scientific and practical results on the international stage. However, the success of
the project will depend on the quality of the human resources and the mental hygiene of the
university student groups. Starting careers and professional success of young professionals are
linked to the dimensions of individual well-being, therefore, in order to succeed, it is necessary
to raise awareness and develop students' emotional and mental resources.
21
Stress and coping methods
Selye's (1966) classification of stress types allows us to speak of eustress and distress.
Both types of motivation are immediate. Among other things, eustress helps us to cope with
challenges, to escape dangerous situations, by acting as a stimulant and energizer. Distress is
caused by uncontrollable, excessive stressors when there is no opportunity to use personal
competencies effectively or when coping strategies are inadequate. The long-term presence of
stressors can lead to physical and psychological illness, through psycho-immuno-neurological
processes, to burnout. The common characteristics of stressors, such as uncontrollability,
unpredictability, and negative self-image due to the difficulty or impossibility of a solution, are
also important factors in workplace stress situations. Work-related stressors can be classified
into several groups. These include, from the point of view of the topic, stressors related to the
task, such as changes in the work (tools, assessment criteria, changes in work tasks), which
undermine the employee's confidence in his/her competence and expertise, and technological
changes that require constant learning and adaptation.
The burnout syndrome
Burnout refers to a change in attitude towards work that manifests itself in clinical
symptoms of emotional exhaustion, depersonalization, and decreased personal effectiveness.
It affects mainly those who work with emotionally saturated human relationships in their work,
so it can also affect teachers in addition to doctors, health professionals, pastors, and social
workers (Bordás, 2010). At the same time, university students in teacher training, who are also
preparing for an assistant career and who spend a significant amount of time during their studies
in pedagogical practice institutions, do not receive enough attention. They face a similarly
stressful environment in which feelings of professional incompetence can make it even more
difficult to maintain emotional balance. University courses and practical training occupy
almost all the teaching students' time on a full-time basis. Research on the topic of burnout
examines the phenomenon from the individual, interpersonal and organ-management side
(Mihálka, Pikó 2018). The individual approach focuses on the examination of personality, with
particular reference to the personality traits that predispose to burnout syndrome and to the
symptoms of burnout at the individual level. Interpersonal aspects relate to the social
environment and the relationship between the assistant and his client. Research on the
organisational level focuses on the specifics of the job, job area and organisation (Szigeti,
2021). Examining the causes of burnout syndrome, Malakh-Pines, Aronson and Kafry (1981,
in Ónody, 2001) identified three causes of burnout in their study of 4,000 individuals:
emotional overload, client-centred orientation, and certain personality traits that influence
career orientation. Barth (1990, in Ónody, 2001) found that there are three factors that are
similar to and different from the previous ones in the development of burnout. On the one hand,
high levels of stress and emotional strain lead to emotional exhaustion; on the other hand, low
motivation and job dissatisfaction lead to reduced performance. And finally, the deterioration
of workplace relationships, which leads to dehumanization. Helper personality functioning
may also be a risk factor for burnout and may lead to Helfer syndrome in some cases.
Strengthening the psychological immune system may also play an important role in combating
burnout. According to Oláh (1996), this system includes elements such as control, optimism,
self-esteem, empathy, emotional sensitivity and control, perseverance, and the ability to
monitor, mobilize and create a social resource. These personality traits play a role in the
22
cognitive assessment of a given stress situation, in the selection of coping strategies, and in the
exploration of resources to be involved. The coping mechanisms of stressful situations are
characteristic features of the functioning of the personality. In the process of coping, we seek
to resolve the stressful conflict through cognitive, behavioral, and emotional efforts (Pikó,
2010). There are three factors involved in coping with stress (Csíkszentmihályi, 2001):
• available external support, especially the social network,
•individual psychological resources (e.g. intelligence, education, other relevant
personality traits), and
• coping strategies to cope with stress.
Coping mechanisms are grouped by the authors according to several criteria, but most
experts agree that coping strategies are generally used in a mixed way. Lazarus and Launier
(1978) distinguish between emotion-focused and problem-focused coping mechanisms. In the
former case, the goal is to reduce the negative emotional state associated with the stressful
situation, and thus to move on to a focused strategy of problem solving, in which the goal is to
eliminate the stressor or avoid the threatening stimulus. Lazarus and Folkman (1986) identified
eight additional strategies within forms of struggle, including confrontation, withdrawal,
regulation of emotions and behavior, seeking social support, taking responsibility, problemsolving planning, avoidance-escape, and seeking positive meaning.
Studies involving university students on the subject of burnout
There are quite a few studies in the international literature that deal with the
phenomenon of burnout measured among university students. Interest in the phenomenon has
been growing since the 1980s, and research involving university students has become
widespread since the 1990s (Garden 1991; Balogun et al. 1995, 1996; Jacobs&Dodd 2003;
Dyrbye et al. 2006; Hazag et al. 2010; Breso et al. 2011). The incidence of burnout in
international studies for adults is 20 to 22% (Major et al. 2006), and similar rates are found
among students (Dyrbye et al. 2006; Hazag, Major 2008). In the domestic context, a Boda
Tímea review (2020) shows that the number of students enrolled in teacher training in 2020
decreased by 50% compared to the previous year, while the number of drop-outs also increased
significantly. Another problem is that young people who graduate from university do not even
start their teaching activities after their studies, they change careers. Research has shown that
poor mental health is a risk factor for viral diseases among university students. We've all
experienced an increase in the number of factors in our environment that are prone to burnout,
in addition to stress and overwork. Boda (2020) shows that the well-being experienced by the
students in teacher training that she has studied is lower than expected, despite the fact that
they are young, energetic individuals facing important life tasks. They typically lack the skills
to deal with stress, are tired, and irritable.
Methods
Our study
According to the definition of student burnout, the authors distinguish three
dimensions: exhaustion due to the demands of study; cynicism and distant attitudes towards
studies; feelings of incompetence, decreased efficiency and performance as a student (Maslach,
1996). Following Maslach, the MBI-Student Survey (MBI-SS) was also developed, which
shows appropriate psychometric characteristics in a variety of environments. The
23
characterisation of the three dimensions listed and examined is as follows: Emotional
exhaustion refers to a chronic state of physical and pychological exhaustion.
The main sources of emotional exhaustion are work overload and personal conflicts,
emotional recharging without replenishment, and low motivation to face everyday difficulties
(Maslach, 1998; Celik&Oral, 2014). Cynicism (depersonalization) refers to a negative feeling
or overly distant reaction to other people and often refers to a loss of idealism. This component
represents the interpersonal dimension of burnout (Maslach, 1998). Decreased personal
performance is associated with a sense of competence and a sense of efficiency. There is a
growing sense of inadequacy about one's own personal abilities. This component represents
the self-assessment dimension of burnout (Maslach, 1998). Using the Psychological
Immunocompetence Questionnaire (Oláh, 2005), students' competencies in support of
maintaining mental health are reviewed, and a group psychological immunity pattern is
mapped. We compare the characteristics of this group with the results of teachers' students in
a previous study, and we compare their scores with the standard average. The use of the Beck
Depression Questionnaire (Beck&Beck, 1972; Kopp&Fóris, 1995; Rózsa et al, 2003) examines
the symptomatic components of depression. These include social withdrawal, indecisiveness,
sleep disturbance, fatigue, excessive worry about physical symptoms, inability to work,
pessimism, lack of joy, and self-blame. We used an abbreviated version of the Conflict
Resolution Questionnaire developed by Lazarus and Folkman to map students' coping
strategies. Coping strategies refer to the efforts people make to cope with stressful life events
(Lazarus&Folkman, 1984). The most common distinction in the literature is between problemsolving and emotion-based coping strategies. Research indicates that both types of strategies
are used with stressful life situations, but the relative proportion of these is dependent on
individual dispositions (Rózsa et al, 2003).
The research took place in December 2021 among special education teacher students
in a day-school, corresponding to the topic of an university course. Participation was on a
voluntary basis, with student consent, by filling out a paper-based test, taking into account
anonymity. N:45 person; average age: 21.2 years; Gender: 100% female
Results
Mainly in our descriptive statistical analysis, for which we used the SPSS V27
Statistical Program and MS Excel. The results of the examination procedures are set out below.
Our data from the Psychological Immunocompetence Questionnaire, by subsystems, compared
to the standard average, is shown in Figure 1.
Results from the three subsystems summarizing 16 markers of the psychological
immune system showed that the test group's results relative to the standard average are
significantly lagging behind the Self-Regulatory subsystem. The categories that make up the
self-regulatory subsystem are: synchronization, endurance, impulse control, emotional control,
and irritability control.
The 16 markers are detailed, and the characteristics of the test group (Figure 2) indicate
a significant lag in synchronisation compared to the standard average. Synchronicity is the
capacity of the individual to vibrate with changes in the environment when he or she is in tune,
able to concentrate his psychic energies fully on the activity of his intention, ability to control
attention and cognitive functioning (Oláh, 2005). There's also a lack of emotional control.
Emotional control enables us to transform the dominance of negative emotions caused by
24
failures and threats into constructive behavior. In the area of control of irritability, the test
group also shows weak characteristics, i.e. the ability to exercise rational control over emotions
such as tempers, anger, and to use anger in a constructive way falls short of the standard average
(Oláh, 2005). Among the components of the mobiliser-executor-creator subsystem, the
characteristic data on social creativity is also missing from both the average and the average of
the group of teacher-students matched as a control (Figure 3). The dimension of social
creativity involves the ability to explore the capacities of others in the process of co-thinking
(Oláh, 2005). In the same subsystem, we find the social mobilization capacity, in which the
test group shows a lower value than the average of the matched group. This ability enables us
to persuade others and to be active and successful in establishing relationships (Oláh, 2005).
Among the dimensions of the Approach-Monitoring subsystem, the test group shows weaker
characteristics in the areas of challenge-resilience and positive thinking compared to the
average of the matched group. Challenge and resilience are the openness, the ability to respond
adequately to change, with which we support individual development and show openness to
the new. Positive thinking is success orientation. In the Figure 3 we review the differences
between the results of our sample and the results of a 2016 survey of teachers' students (Kocsis,
2016) and optimism about the future, the tendency to anticipate and anticipate positive changes
(Oláh, 2005).
The comparative results of the groups show no significant differences, only in a few
dimensions. The results of the study group show a small negative difference in the dimensions
of positive thinking, resilience, social mobilization, social creativity, emotional and irritability
control. In the synchronisation dimension, there is a significant lag, i.e. the ability to follow
changes in the environment is more difficult when monitoring the activity performed. Therapist
students scored remarkably high on the endurance and impulse control dimensions. We'll get
to that later. In the following figure (Figure 4), the results relative to the standard average are
shown in more detail for the test group, in a subsystem-by-subsystem overview. There are
clearly areas where some members of the study group produced above-average scores, but
those with poor immunocompetence are very far from the standard „poor” average in the
negative direction. The Self-Regulatory Subsystem also shows an extreme value (see Figure 1
above).
A summary of the psychological immune system function of the study group is shown
in Figure 5. From this, we can conclude that 38% of the students examined are weak, 27% are
moderate, and only slightly more than a third have a strong psychological immune system.
The results of the MBI Student Study (MBI-SS) are shown in Table 1. N:46 head; average age:
21.2 years.
With appropriate Cronbach-𝛂 values, we can see the results achieved by the study
group in Figures 6-9. In the figures, we can see the degree of burnout and the characteristics of
its dimensions. Among the students surveyed, high levels of burnout are 37 percent, high levels
of inefficiency are 28 percent, high levels of exhaustion are 56 percent, and high levels of
cynicism are 35 percent, which puts them into the vulnerable category. For the decrease in
efficiency, the graph indicates that there was not a single student who did not feel at least a
moderate decrease in efficiency.
In our country, the Beck Depression Questionnaire is successfully used as a
measurement tool among both normative and clinical patient groups (Gonda&Rózsa, 2020).
The results of the Beck Depression Questionnaire students are shown in Figure 10. N: 46
25
people; average age: 21.2 years. We found that clinically significant depression was present in
22 percent of the students, and only 2 percent were in the normal range.
Discussion
In a qualitative, small-sample pilot study of the study group only, we examined the
mental state and emotional exhaustion of special education teacher students. We can see that
their psychological immune system, specifically the self-regulatory subsystem, has values that
are below the standard average, and 38% of the group falls into the category of having a weak
psychological immune system. In terms of burnout, 37% had a high burnout level and 56% had
a high exhaustion level. The majority of the students involved in depression, and 22% of them
have clinically significant levels of depression. Our answer to our research questions is that
because our students need psychological support, university studies should include training
that is much more person-centered, reinforcing the dimensions of self-knowledge, teaching
stress management techniques and conflict resolution strategies. Based on our results, we can
expect more strengths from our students that we can build on when designing prevention and
intervention programs. Such as endurance, impulse control, self-esteem and self-efficacy, in
which the study group achieved higher scores than the control population in the Psychological
Immunocompetence Questionnaire (Figure 3). It is worth considering whether the above
characteristics may represent post-traumatic growth following the COVID-19 pandemic, given
that post-traumatic growth is development induced by trauma processing (Tedeschi& Calhoun,
1996Pron). In this case, we have the opportunity to positively frame the psychic experiences
of the past period.
Intervention options for students to deal with emotional exhaustion In the treatment of
emotional exhaustion, it is worthwhile to teach students to use techniques that help to relieve
stress. Various relaxation methods, such as breathing exercises, autogenic training, progressive
relaxation, and visualization exercises, which reduce stress and anxiety levels, are suitable for
this purpose and are therefore suitable for the prevention and intervention of emotional
exhaustion (Davis et al., 2021). In addition, it may be helpful to teach mindfulness practices to
help you experience mindfulness. In addition to stress-relieving techniques, it is necessary to
strengthen basic personality functions to avoid emotional exhaustion in the long run. To this
end, it is worthwhile to aim at improving the functions of self-control, helping to develop
emotional expression and self-validation (Margitics, 2005), for which a self-awareness group
organized for students, led by a psychologist, individual psychological counseling or therapy
provides an appropriate framework. It is also worthwhile to teach learning techniques to
students after assessing learning styles, as McManus and colleagues (2004) found in their
longitudinal studies that learning styles can predict the ability to cope with stress and burnout.
Based on their results, those with an immersive learning style were less at risk for emotional
exhaustion and burnout than those with a superficial learning style.
26
Acknowledgments
„PREPARED WITH THE PROFESSIONAL SUPPORT OF THE DOCTORAL
STUDENT SCHOLARSHIP PROGRAM OF THE CO-OPERATIVE DOCTORAL
PROGRAM OF THE MINISTRY OF INNOVATION AND TECHNOLOGY
FINANCED FROM THE NATIONAL RESEARCH, DEVELOPMENT AND
INNOVATION FUND.”
Figures
Figure 1.
Comparison of the mean of the test group with the standard mean, by subsystem
Figure 2.
27
Presentation of the 16 markers for the
test group
Figure 3.
Comparison of the results of our study group with the results of the 2016 survey of teachers' students
28
Figure 4.
Characteristics of the Psychological Immunocompetence Questionnaire subsystems compared to the
standard average in the test group
Figure 5.
Functional characteristics of the Psychological Immune System of the study group
29
Figure 6.
The level of Burnout in the study population
Figure 7.
The level of Emotional Exhaustion in the study population
Figure 8.
The level of Depersonalization in the study population
30
Figure 9.
The level of Efficiency Lost in the study population
Figure 10.
Level of Depression in the study group
31
N
Cronbach-alfa
Min
Max
Mean
Deviation
46
0,79
5
25
14
5,4
Depersonalization 46
Personal
Accomplishment 46
0,82
0
24
8
5,4
0,79
2
22
12,8
5,3
Emotional
Exhaustion
Table 1.: Descriptive statistics of burnout in the studied teacher-student group (MBI-SS)
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34
3. TEACHERS' PERSPECTIVES OF CHALLENGES WITHIN THE UKRAINIAN
EDUCATIONAL SYSTEM
Nataliia AVSHENIUK
Doctor of Science in Education
professor
Ivan Ziaziun Institute of Pedagogical and Adult Education of the NAES of Ukraine
[email protected]
Kateryna HODLEVSKA
senior research staff
Ivan Ziaziun Institute of Pedagogical and Adult Education of the NAES of Ukraine
[email protected]
Olena LUTSENKO
associate professor
Taras Shevchenko National University of Kyiv, Institute of Philology, Department of Foreign
Languages for Natural Sciences Faculties, Ukraine
[email protected]
Nataliia SEMINIKHYNA
assistant professor
Taras Shevchenko National University of Kyiv, Faculty of Economics, Ukraine
[email protected]
Abstract
The study examines teachers' perspectives on educational challenges in contemporary Ukraine.
Online education has changed over the past three years from a novel experience that sparked
some debate to a well-established approach to arranging the teaching process used by all
educational institutions in Ukraine. Continued school closures only exacerbate learning losses
in Ukraine.
The study explored one main question using an open-ended survey. What is the most
significant problem currently affecting teachers in Ukraine? The questionnaire was distributed
to 86 practising teachers in Ukraine in 2022. This main query was intended to elicit educators'
opinions and to provide further context. The question was left open to promote critical thinking
and explore possible answers that needed to be considered by the researchers or discovered in
the literature study. The open-ended question was qualitatively analyzed to discover categories
and themes. The findings comprised four categories and six themes. Teachers reported the
following difficulties: adapting teaching to each student due to distance study, deterioration of
student learning outcomes, large class sizes, difficult adaptive teaching, motivating students,
managing the social and emotional problems of students, and meeting society's increasingly
unrealistic expectations. Teachers regarded their challenges as a result of resource constraints
35
rather than deficiencies in their academic abilities. Therefore, we concluded from this study
that teacher involvement in decision-making initiatives regarding educational challenges at the
national level is necessary.
Keywords: Ukraine, educational challenges, teacher perspectives, online distance education,
learning losses
DOI: 10.21862/atee.2023.03
Introduction
Achieving sustainable development, a robust economy, and overall societal and
individual well-being is vital for future prosperity, all strongly linked to state policies in
education and science. Effective policy coordination, strategic management decisions, and
long-term investments are essential to attain these objectives. The Ukrainian education system,
aligned with the European framework, includes diverse educational establishments such as
preschools, secondary and vocational schools, universities, postgraduate programs, doctoral
studies, extracurricular learning, and self-directed education. To align with global and
European standards, Ukraine must undergo substantial transformations in its political,
economic, and social domains. Consequently, there have been numerous reforms in the
education sector over recent years, aiming to meet international benchmarks.
According to the United Nations Development Programme's (UNDP) Human
Development Report, Ukraine has made slow but consistent progress in development over the
past few years. Despite the Russian invasion, Ukraine's Human Development Index (HDI) for
2023 is 0.77, placing the country in the high human development category and ranking it 77th
out of 189 countries and territories (HDI, 2023). PISA 2018 results indicate that in reading
literacy, the primary focus of the assessment, 15-year-olds in Ukraine received a score of 466
points, while the average score among OECD countries was 487 points, with a difference of
33 points (with the girls' average being 30 points higher than the boys’). The mathematical
aptitude of 15-year-olds is approximately 453 points on average (OECD, 2018).
In contrast, the average performance of OECD countries is 489 points, showing a nonstatistically significant difference of 7 points (with boys scoring 5 points higher than girls). On
the other hand, Ukrainian students’ average score is 469 points in science, which is only 2
points lower than the average score of OECD countries, with girls scoring 2 points higher than
boys. In Ukraine, 14% of the variance in reading performance can be explained by socioeconomic status, which is slightly higher than the OECD average of 12%. The gap between the
reading scores of advantaged and disadvantaged students is 90 points on average, only one
point higher than the average gap in OECD countries. Nevertheless, 12% of disadvantaged
students in Ukraine can still maintain academic resilience, slightly higher than the OECD
average of 11% (OECD, 2018).
Despite some progress, Ukraine still falls behind most OECD countries in several areas.
It is noteworthy, however, that Ukraine performs better than anticipated, given its low level of
funding, the ongoing COVID-19 pandemic, and the Russian invasion. The war in Ukraine has
caused over six million Ukrainians to flee to neighbouring countries. Among them are roughly
665,000 students (16% of the total enrolled students) and over 25,000 educators (6% of the
total educators in the country). Additionally, another 8 million Ukrainians have been displaced
36
internally. Children, women, and older individuals make up the majority of refugees and
internally displaced persons (IDPs), with over 74% of IDPs having children in their
households. Displacement has significantly impacted the delivery of education services, with
educational facilities suffering damage and destruction. The war in Ukraine has forcibly
displaced over 12 million people, including 4.6 million children, both inside and outside the
country (World Bank, 2022).
Prior to the outbreak of the pandemic, Ukraine was performing on par with its
neighbouring countries in Eastern Europe and even surpassing them in terms of the resilience
of its students in the face of academic challenges. However, the Russian invasion has
profoundly impacted Ukraine's educational landscape, with estimates indicating that learning
outcomes have now fallen below those of the worst-performing countries in Europe. School
closures, which have continued due to the ongoing Covid-19 crisis, have further exacerbated
the situation. In Ukraine, schools have been closed or disrupted for 31 weeks, or nearly eight
months, resulting in an estimated loss of around 20 Programme for International Student
Assessment (PISA) points, based on OECD averages of learning per year. In addition, the war
has added another two months to this figure. Due to the prolonged closures and the ongoing
conflict, there is a concern that Ukraine may incur cumulative learning losses equivalent to
more than a year's worth of education. According to HLO estimates, the prolonged closure of
schools could significantly decline academic achievement. The projected drop in scores ranges
from 481 to approximately 451 points, placing the student performance below that of Europe's
poorest-performing countries, Armenia and Moldova. The consequences of this situation could
have wide-ranging effects, potentially leading to students experiencing annual income losses
exceeding 10% in the future (World Bank, 2023).
Distance education has been widely discussed worldwide due to its prevalence during
the COVID-19 pandemic. However, its effectiveness in the Ukrainian context, coinciding with
a large-scale Russian invasion in 2022, is still under investigation. The impact of active military
actions on the development of the educational system remains unclear, as European countries
have not faced such a severe challenge in the 21st century.
The educational sector in Ukraine faces significant hurdles due to the redistribution of
secondary education budgets. This lack of sufficient funding results in low salaries for teachers,
making it tough to attract and keep competent educators. With limited financial resources, large
class sizes make it difficult to personalize learning, which harms teachers and students. The
use of education subventions as a policy tool is relatively new in Ukraine, with an appropriate
formula being introduced two years after the decentralization process began in 2015. Despite
the challenges, there have been significant achievements, such as establishing standard class
sizes, increased closure of small rural schools, predictability for local government budgetary
decisions, a connection between education reforms and additional budget allocation, and
establishing grants for policy purposes (Cabinet of Ministry, 2021). Despite the progress made
in recent years, the Ukrainian education system still needs to overcome numerous obstacles.
These include a need to recognise the formula as a valid requirement for education in the
national budget, inadequacies in the normative class size measuring tool, an outdated teacher
compensation system, incongruous education legislation, and the devastating repercussions of
Russian aggression and occupation, which include the destruction of school facilities and the
mass migration of students and teachers. As a result, a comprehensive education system
37
transformation is underway to guarantee high-quality learning at all stages, from early
childhood education to higher and adult education.
Motivating students is a complex process that demands a multifaceted approach. This
approach involves highlighting the significance of education, creating an immersive and
stimulating learning environment, and cultivating positive relationships between teachers and
pupils. Crowded classrooms present a significant obstacle to individualized attention,
decreasing student involvement and motivation. The diminishing status of teachers is a cause
for concern, as societal shifts and impractical expectations have led to a loss of morale and
high turnover rates. The absence of recognition and appreciation for the profession discourages
capable individuals from pursuing a career in education. Furthermore, imposing additional
responsibilities and higher teacher expectations can discourage potential educators. The
combination of these factors results in a need for more talent, leading to larger class sizes,
reduced quality of instruction, and fewer opportunities for students.
The evident problem lies in the Ukrainian education system's inability to effectively
address the modern needs of individual society and adapt to economic and global shifts. The
array of external and internal problems has resulted in many educational challenges that
significantly impact the quality of education.
Literature review
The impact of class size differences on educational outcomes has been a subject of
intense debate, widely covered in media and research. Much of the discussion revolves around
how class size correlates with academic performance, with limited insights into the classroom
dynamics that might drive any observed effects (Anderson, 2000; Finn & Achilles,1999;
Grissmer, 1999).
Studies examining pupil-to-teacher ratios have indicated that smaller class sizes may
lead teachers to shift from group teaching to more personalized, one-on-one instruction (Betts
& Shkolnik, 1999). Anderson (2000) presented a comprehensive framework detailing potential
factors that connect class size to student achievement. Key aspects related to teaching include:
enhanced understanding of individual students,
increased instructional time,
elevated student involvement, and
a deeper dive into content material in smaller class settings (Anderson, 2000).
Nevertheless, based on their study, Finn, Pannozzo, and Achilles (2003) determined
that the impact of class size in elementary grades primarily pertains to student engagement
rather than direct effects on teaching methods. However, smaller classes can positively
influence teachers' interpersonal approaches.
The drive for achievement catalyzes action and provides direction towards realizing
goals, making it an influential factor in academic achievement. Numerous studies, such as those
conducted by Robbins et al. (2004), Hattie (2009), Plante et al. (2013), and Wigfield et al.
(2016), have confirmed this notion. However, achievement motivation is not a singular concept
but encompasses several distinct components, such as motivational beliefs, task values, goals,
and achievement motives. Research conducted by Wigfield and Cambria (2010) and Wigfield
et al. (2016) support this.
38
The closure of schools and the resulting social isolation had detrimental effects on
students' psychological and emotional health. Concurrently, families were tasked with stepping
into the educator role while navigating the pandemic's economic repercussions (Dorn et al.,
2021). Similarly, educators and school administrators nationwide confronted unprecedented
instruction challenges during these times. They had to acquaint themselves with emerging
technologies and cultivate the expertise to attend to students' emotional and social needs
alongside their academic requirements (Decker & Beltran, 2021; Zieher et al., 2021).
The unprecedented challenges and trauma arising from that distinctive year made the
importance of emphasizing social-emotional learning (SEL)evident to educators(Michalec et
al., 2021). Despite the hurdles of virtual teaching, teachers prioritized forging solid
relationships with students, demonstrated empathy and resilience, and amplified connections
with families and the broader community, aiming for a comprehensive support system for every
student (Reddig & Vanlone, 2022; Yang, 2021). The framework for SEL-centered instruction
revolves around five primary competencies:
Self-awareness,
Self-management,
Social awareness,
Relationship-building skills, and
Responsible decision-making.
Social-emotional learning focuses on several key elements, including creating a secure
learning environment in the classroom, establishing trust with students, and positively
reinforcing the identities and cultures of students. Recent research has also emphasized the
significance of SEL in promoting various skills, such as perspective-taking, emotion
management, caring and concern, relationship development, and higher-order thinking skills.
Furthermore, SEL highlights the importance of soft skills and encourages active engagement
and participation by students to facilitate their learning. An integral aspect of implementing
SEL routines is teachers' social-emotional competence and well-being, especially given the
additional stressors and challenges they may face, such as personal trauma and loss or the
challenges of teaching during a pandemic (Reddig & Vanlone, 2022; Schonert-Reichl, 2021;
Corcoran & O'Flaherty, 2022). In order to navigate feelings of burnout, frustration, and fatigue,
it is crucial to consider and provide support for teachers' social and emotional competencies
(Corcoran & O'Flaherty, 2022). In the current climate, where teachers may experience high
levels of stress and burnout, it is equally vital to acknowledge the significance of balance and
self-care for teachers (Yang, 2021).
Teaching is a multifaceted profession that affects students' academic success,
socioemotional growth and ability for self-directed learning (Bardach et al., 2021). One
significant motivator for educators in their vital role is how they perceive public opinions about
their profession. Research by Heffernan et al. (2019) pinpointed a gap between teachers'
perception of public sentiment about their role and the actual views of the public. Interestingly,
the general public held a more appreciative and respectful stance towards teachers than the
educators believed.
It is evident from multiple studies that the portrayal of teachers in the media can often
lean towards negative representations (Shine, 2020; Thapliyal & Fischetti, 2017; Willis et al.,
2021). Frequent media narratives around schools and educators tend to push the notion that
issues in education are primarily due to subpar teaching quality (Mockler, 2022). Such
39
portrayals can inevitably take a toll on educators. Shine (2021), for instance, delved into
teachers' perspectives on the typical media depiction of their profession, revealing that a
significant 80% perceived it negatively and considered it a contributing factor to potentially
quitting the profession.
Cruickshank and MacDonald (2017) conducted a study on gratitude, which produced
markedly different results. They emphasized that acknowledging and valuing the hard work of
teachers was essential to their professional growth and longevity. The study found that acts of
gratitude and respect from people with whom teachers interacted regularly, such as students,
parents, and colleagues, were instrumental in generating feelings of appreciation. In Allen et
al.'s (2020) recent research, it was discovered that teachers are highly regarded and trusted.
However, the study also revealed that overworked teachers must feel the appreciation and trust
they deserve.
International surveys and policy-related reports have identified several challenges
facing education in Ukraine. This paper examines these challenges from the teachers'
perspective to answer the question: What do educators in Ukraine consider the most influential
factor affecting student outcomes?
Methods
Participants
This study's sample comprised 86 teachers actively teaching in Ukraine in 2022. Out of
the 86 participants, were 15 male and 71 female teachers. The distribution of their teaching
experience was as follows:
18% had 0-2 years of teaching experience.
22% have been teaching for 3-6 years.
18% had 7-10 years of experience.
6% have taught for 11-15 years.
The remaining 50% had 16 or more years of teaching experience.
Research question and data collection
In this study, a key question was explored using an open-ended questionnaire. Based
on the guidance of Creswell (2007), the question was framed in the broadest way possible
related to the research issue. Participants were asked: “What is the most significant problem
currently affecting teachers in Ukraine?” This inquiry aimed to understand teachers'
perspectives and to gain deeper insights. The open-ended nature of the question had several
purposes:
to stimulate critical thinking;
to gather unbiased and varied opinions; and
to uncover potential viewpoints that researchers might not have previously considered
or identified in existing literature.
Creswell (2007) emphasized the value of such a question as it allows researchers to
genuinely hear participants without imposing the “expert researcher” lens, preventing
predisposed assumptions. By employing this approach, judgments and assumptions were
withheld until the derived data could offer a substantial base for examination and association
with other research findings.
40
Careful attention was given to word choice, clarity, and intent to ensure accurate
translation from Ukrainian to English, considering the complexities and nuances that words
carry within a language. Participants had the option to answer the question in either language.
The data collection phase spanned from May 2022 to December 2022. The
dissemination method of the questionnaire needed to be more consistent across schools. In
some instances, school principals took charge of the voluntary completion, while in others, a
contact teacher would address the entire school or specific departments to fill out the survey.
A commendable response rate of 60 per cent was reached.
Data analysis
Braun and Clarke's thematic analysis process was utilized as a guide to analyze the
answers to the open-ended question. This was chosen because it emphasizes the importance of
meaning and comprehension in analysis. Braun and Clarke explain how this method is used to
report participants' experiences, understandings, and reality without being restricted to themes
supported by predetermined theories that may be irrelevant. The analysis started with an open
coding classification process. Following constant comparison and reconceptualization, a
pattern coding method, categorization, was used to examine the codes and identify categories
based on relationships. Then, patterns among these categories were sought to identify themes.
Results
In the current state of the Ukrainian educational system, teachers were tasked with
recognizing and discussing the various challenges and perspectives. The answers to this openended question underwent qualitative analysis to determine distinct themes and categories. The
results of this analysis revealed six themes and four categories, which are detailed in Table 1.
Teachers attributed their difficulties to time constraints, limited resources, challenging
behaviour, and societal factors rather than a lack of academic proficiency.
Category 1: Temporal challenges
Theme 1: Distance study
Theme 2 War
Category 2: Instructional challenges
Theme 3: Due to limited financial resources, class sizes are large; consequently, adaptive
teaching is difficult.
Category 3: Behavioral challenges
Theme 4: Motivating students is challenging due to their low work ethic and limited connection
to real-life applications.
Theme 5: Teachers are challenged with managing students' increasing social and emotional
problems affecting the learning environment.
Category 4: Societal challenges
Theme 6: Societal changes have lowered the status of teachers while producing
increased unrealistic expectations; consequently, this is affecting the recruitment of
competent teachers.
41
Category 1
Potential challenges that teachers in Ukraine report regarding current issues, such as
distance study and the ongoing war in the country. It is important to note that these challenges
vary depending on teachers' specific circumstances and individual experiences.
Theme 1
The prolonged distance learning during the COVID-19 pandemic and the war has posed
challenges for teachers in Ukraine. Some common issues were reported: Lack of infrastructure
(40%), Not all students and teachers had access to reliable internet connection and necessary
technological resources, and distractions such as issues with energy supply made it challenging
to facilitate online classes effectively. “The shift to online learning has been a significant
adjustment for both students and teachers. It has been challenging to recreate the same
classroom interaction and engagement level in a virtual setting.” Limited engagement (30%):
Remote learning results in reduced student engagement and interaction, as well as challenges
in monitoring students’ progress and providing immediate feedback. “Adapting assessments
for online learning has been a creative process. Finding alternative ways to assess student
understanding and learning outcomes has been essential to ensure fair evaluations.” Technical
difficulties (35%): Teachers encounter technical issues related to video conferencing platforms,
online tools, or learning management systems, which can disrupt the teaching and learning
process. “One of the biggest challenges has been ensuring all students have access to the
necessary technology and internet connection. It is important to find solutions to bridge the
digital divide and provide equal opportunities for all students.” “Collaboration among
teachers has become crucial during online learning. Sharing resources, lesson plans, and
strategies have been beneficial in navigating this new teaching landscape.” Adaptation to
online teaching (35%): Traditional teaching methods translate differently to online
environments, requiring teachers to acquire new skills and adapt their instructional strategies.
“I have had to learn new technologies and online tools to deliver my lessons effectively. It was
a steep learning curve, but now I feel more comfortable using these digital resources.”
“Although there are challenges, online learning has also presented opportunities for
innovation and creativity in teaching. Exploring new instructional approaches and utilizing
multimedia resources have enhanced the learning experience for students.”
Theme 2
Ukraine has been experiencing an ongoing war, and this situation presents additional
challenges for teachers, including certainly the first stated issue regarding safety concerns
(90%): Teachers working in conflict-affected areas face risks to their safety and wellbeing,
which impact their ability to carry out their teaching responsibilities. “The war has profoundly
impacted our students and their families. It is heartbreaking to witness the toll it takes on their
emotional well-being and their ability to focus on their education.” “Ensuring the safety of our
students and ourselves has become a primary concern. We must be constantly aware of the
security situation and take necessary precautions to protect everyone involved in the learning
process.”
Many teachers stated concerns about the disrupted education system (75%): The war
led to the destruction of educational infrastructure, displacement of students and teachers, and
disruptions to the normal functioning of schools, making it challenging to provide quality
education.“Many students have been forced to flee their homes, leading to displacement and
42
interrupted education. As teachers, we strive to create a sense of stability and support for these
students, helping them cope with the trauma they have experienced.” “Access to education
becomes even more critical during times of conflict. We work tirelessly to ensure that education
reaches all students, regardless of their location or circumstances, and to minimize the
educational disparities caused by the war.” “Collaboration among teachers, communities, and
NGOs is vital in providing comprehensive support to students affected by the war. By working
together, we can offer a more holistic approach to education and address the diverse needs of
our students.”
Most teachers reported trauma and emotional impact (85%): Students and teachers
living in Ukraine experience trauma and psychological distress, requiring additional support
and resources to address their mental health needs. “Teachers often find themselves in
challenging situations, balancing the need to educate and support students while dealing with
the emotional toll of the war. Self-care and seeking support from colleagues and mental health
resources are crucial.”
Some stated curriculum adaptations (45%): Teachers must modify their curriculum to
address the specific challenges and experiences of students affected by the war, incorporating
themes of peacebuilding, conflict resolution, and tolerance.
“Curriculum adaptations are crucial when addressing the challenges and experiences of
students affected by war. By incorporating themes of peacebuilding, conflict resolution, and
tolerance into the curriculum, teachers can provide valuable tools and knowledge to help
students navigate the complexities of their environment.”
To overcome these challenges, teachers in Ukraine might benefit from professional
development programs focusing on distance learning methodologies, trauma-informed
teaching strategies, and strategies to promote inclusivity and support students affected by the
conflict. Additionally, providing adequate resources, infrastructure, and support systems can
mitigate the impact of these present challenges on teachers and students.
Category 2
Theme 3
Teachers reported various instructional challenges, and one significant issue is the
impact of limited financial resources, leading to large class sizes. Here are some perspectives
from teachers: Several teachers (45%) noted the “economy”. “With limited financial resources,
we often have large class sizes, which makes adaptive teaching quite challenging. It becomes
more work to provide individualized attention and support to each student. “
Individualized attention (35%): Large class sizes make it difficult for teachers to provide
individualized attention to each student. Addressing specific learning needs, providing timely
feedback, and offering personalized support becomes challenging. “Creating a conducive
learning environment where every student can actively engage in discussions and receive
personalized feedback can be challenging in large classes. It requires innovative strategies to
ensure everyone's participation.” Some teachers remarked: “With a limited number of teachers
available, workload increases significantly, especially when faced with large classes.
Providing quality instruction while managing administrative tasks and assessments becomes a
balancing act.” Some teachers reported issues with engagement and participation (45%).
“Large classes limit opportunities for active student engagement and participation. It can be
43
more challenging to facilitate meaningful class discussions, encourage student interactions,
and ensure everyone's voice is heard”.
Assessment and feedback (63%): Providing timely and detailed feedback on
assignments and assessments can be time-consuming for teachers with large class sizes. Giving
each student the necessary attention and constructive feedback to improve their learning
becomes more complicated. The issues of personal connection were also reported:
”Establishing a personal connection with each student can be challenging in large classes.
Building relationships and understanding students' individual strengths, weaknesses, and
interests become more difficult, potentially affecting the quality of teacher-student
interactions.” A few comments concerned the benefits of large classes (20%): “Despite the
challenges, large classes can also foster collaboration among students. Encouraging peer
learning and group activities can help mitigate some difficulties associated with limited
resources and large class sizes.”
Teachers reported issues with teacher workload (75%): Large class sizes often increase
teacher workload. Marking assignments, preparing lesson materials, and providing
individualized support require significant time and effort, leading to potential stress and
burnout. “ In large classes, maintaining discipline and managing student behaviour can be
more challenging...” There were comments on diverse needs (45%). “Large class sizes result
in a wider range of learning abilities and diverse student needs. It is crucial to differentiate
instruction and employ various teaching strategies to accommodate the individual needs of
each student.” While it is challenging, teachers in Ukraine have shown resilience and
dedication in providing quality education despite limited resources. Collaboration among
teachers, sharing best practices, and seeking support from school administration make a
significant difference.
These comments reflect the instructional challenges teachers in Ukraine face due to
large class sizes resulting from limited financial resources. However, teachers often find
innovative ways to overcome these challenges and provide quality education to their students,
relying on their expertise, creativity, and collaboration with colleagues and the broader
education community.
Category 3
Theme 4
Teachers in Ukraine encounter various behavioural challenges in the classroom.
Teacher perspectives regarding motivating students and managing social and emotional
problems: Motivating students is challenging due to their low work ethic and limited
connection to real-life applications (54%). Teachers asserted that students cannot see the use
of education. “Motivating students can be a constant struggle, especially when they lack a
strong work ethic or fail to see the relevance of the content to their real lives. Making lessons
more engaging and demonstrating practical applications can help improve motivation. ”
Some teachers stated: “It is important to establish clear expectations and goals for
students, highlighting the benefits and relevance of the knowledge and skills they acquire.”
“Connecting the content to real-life examples and demonstrating its value can inspire them to
be more motivated.” Teachers expressed considerable concern about students’ motivation
(75%). “Building positive relationships with students and understanding their interests and
44
aspirations can help tailor instruction to their needs. We can increase their motivation by
incorporating their interests and showing how the material aligns with their goals.”
Theme 5
Teachers are challenged with managing students' increasing social and emotional
problems affecting the learning environment.
The reported answers concerning emotional student problems (55%): “As teachers, we
increasingly deal with students facing social and emotional challenges. Creating a supportive
and empathetic classroom environment where students feel safe expressing their emotions and
seeking help when needed is essential.” “Addressing students' social and emotional wellbeing
should be integrated into the curriculum. Incorporating mindfulness activities, teaching coping
strategies, and fostering open dialogue can help students manage their emotions and create a
positive learning environment.” Some teachers stated the possible solutions (45%):
“Collaborating with school counsellors, administrators, and parents provides valuable
support in addressing students' social and emotional needs. By working together, we can
develop appropriate interventions and ensure students receive the necessary support.”
“Teachers must prioritize self-care and seek professional development opportunities for
social-emotional learning. Enhancing our understanding of these issues equips us with
effective strategies to support our students effectively.” “Implementing restorative practices
and conflict resolution strategies can help students develop better social skills and resolve
conflicts constructively. Creating a respectful and inclusive classroom environment is key to
addressing social and emotional challenges.” There were comments concerning possible
solutions to motivate students: “Recognizing and celebrating students' achievements and
efforts can contribute to building their self-esteem and motivation. By fostering a positive and
supportive classroom culture, we help mitigate some of the social and emotional problems that
affect the learning environment.” Addressing behavioural challenges requires a multifaceted
approach that involves individualized instruction, building positive relationships, and
providing social-emotional support. Teachers can create a learning environment that fosters
motivation, resilience, and emotional well-being by understanding students' unique
circumstances and needs.
Category 4
Theme 6
Societal changes have lowered the status of teachers while producing increased
unrealistic expectations; consequently, this is affecting the recruitment of competent teachers.
Many teachers believe that the public perception of teachers has changed in Ukraine. First,
some teachers’ (47%) perceptions were that there is “a status decline, which can have a
negative impact on the recruitment of competent individuals into the teaching profession. This
shift in perception discourages talented individuals from pursuing teaching as a career.” In
support of this, some teachers (47%) identified unrealistic expectations as the cause of this
recruitment issue: “Unrealistic expectations placed on teachers, such as the demand for
immediate and significant academic progress, can create immense pressure and lead to
burnout and dissatisfaction among educators, making it challenging to attract and retain
highly skilled teachers.” Interestingly, one teacher wrote: “The increasing emphasis on
45
standardized testing and the pressure to achieve high scores can overshadow the broader goals
of education. This narrow focus deters prospective teachers who value holistic learning and
personal growth in students.”
Unfortunately, many teachers (55%) believed this societal challenge was
compromising the quality of education for students. “Teachers often face societal challenges,
including lack of respect, criticism, and blame for various issues in the education system. This
negative perception discourages potential educators from joining the profession, impacting the
recruitment of competent teachers.”
Some teachers reported (50%): “The increasing workload and administrative burdens
placed on teachers also deter individuals from entering the profession. Balancing
administrative tasks with actual teaching responsibilities is overwhelming and discourages
individuals from pursuing a teaching career.” Most (85%) of teachers stated they were
fulfilling their professional responsibilities by engaging in pedagogically sound practices (e.g.,
lesson planning, collaborating, reflecting, researching). “Investments in the teaching
profession, such as competitive salaries, professional development opportunities, and
resources, can make the field more attractive to potential teachers. Providing a supportive
work environment and recognizing the contributions of educators can help improve
recruitment efforts.” “Collaboration between educational institutions, policymakers, and the
community is essential to address societal challenges impacting the teaching profession. By
working together, it is possible to create a positive narrative around teaching and actively
recruit and retain competent educators.”
By acknowledging the societal challenges teachers face and taking steps to address
them, it is possible to enhance the perception of the teaching profession, attract highly skilled
individuals, and ultimately improve the quality of education for students. To address these
challenges, society must recognize and appreciate teachers' vital role in shaping the future. It
is crucial to elevate the status of teachers and create an environment that fosters respect,
support, and professional growth.
Discussion
The implementation of distance learning in Ukrainian education has met various
challenges. Limited access to technology and internet connectivity, particularly in areas
affected by the conflict, leads to difficulties in conducting online classes. Inadequate training
and resources for teachers also contribute to the challenge. Moreover, the ongoing war in
Ukraine challenges teachers and students alike, as the displacement of students and teachers
disrupts the continuity of education. Additionally, the destruction of educational infrastructure,
such as schools and universities, has a negative impact on the learning environment. Safety
concerns and psychological trauma experienced by students and teachers also have detrimental
effects on their educational experiences. These challenges were highlighted in the Cedos
review titled “War & Education: How a Year of Full-scale Invasion Affected Ukrainian
Schools” (Cedos, 2023,p). Ukraine's constrained financial situation has resulted in classrooms
with a high student count. Such large class sizes pose challenges for teachers, impeding their
ability to offer instruction adapted to each student's unique needs. This observation aligns with
Anderson's 2020 study, which delved into the interplay between class size, student
performance, and in-class dynamics (Anderson, 2000). Equipping classrooms with the
46
necessary resources and infrastructure can bolster teaching methodologies and foster better
student participation. This perspective aligns with findings from the OECD study titled
“Improving Education Outcomes for Students Who Have Experienced Trauma and Adversity”
(OECD, 2020).
Teachers have identified a notable dip in student motivation. Insights from educators
suggest that this decline is more attributable to students' decisions than any deficiency in
motivational teaching techniques. A potential misalignment between the academic content and
its real-world relevance might diminish students' enthusiasm. Outdated educational
methodologies and curricula could be the culprits behind this issue. This sentiment aligns with
the research conducted by Chingos, Russ, and Whitehurst (Chingos et al., 2012).
Furthermore, Ukrainian teachers are confronting the uphill task of addressing students'
escalating social and emotional issues. Poverty, unstable family environments, and mental
health challenges can cast a shadow on the academic ambience. These challenges mirror Choi's
(2018) and Viac & Fraser (2020) findings. The research titled “Emotional Wellbeing of
Children and Adolescents: Recent Trends and Relevant Factors” and “Teachers' Wellbeing –
A Framework for Data Collection and Analysis delves deep into trauma-associated elements,
including stress, personal security concerns, bullying, physical discomfort, and the broader
spectrum of emotional wellbeing.
Various societal challenges and unrealistic expectations have negatively impacted the
status of teachers in Ukraine. These expectations, which are placed on teachers by parents,
policymakers, and society, can create immense pressure and stress. The decline in the status of
the teaching profession may also adversely affect the recruitment of qualified teachers.
McCallum and Price (2016) argue that the well-being of both educators and learners is a
responsibility shared by individuals, collectives, and communities. This highlights the
complexity of addressing employee well-being, which must be approached holistically.
McCallum and Price advocate for a collaborative effort between schools, sectors, relevant
authorities, and professional associations to prioritize and address teacher wellbeing
throughout the teacher preparation, induction, mentoring, and professional learning processes
(McCallum & Price, 2012).
The challenges in Ukrainian education stated in the study can be attributed to a range
of factors, including limited resources, inadequate infrastructure, societal changes, the impact
of war, and the overall economic situation in the country. Addressing these challenges requires
investments in technology and infrastructure, teacher training and support, curriculum reform,
and efforts to enhance the status and recognition of teachers in Ukrainian society.
Conclusion
To summarize, the goal of Ukraine's endeavour to integrate into Europe and the rest of
the world requires substantial transformations within its educational realm. In order to meet
international benchmarks and foster the growth of human resources for sustainable economic
prosperity and personal welfare, the nation has introduced a series of reforms. These reforms
address multiple facets of education, encompassing early childhood education, establishing a
new Ukrainian school, vocational training, higher education, and science and innovation.
Ukraine has witnessed advancements in human development, as demonstrated by notable
improvements in life expectancy and education indicators.
47
Despite the obstacles faced, educators in Ukraine have exhibited remarkable
perseverance and commitment to delivering high-quality education. To surmount these
challenges, teachers must engage in collaborative efforts, exchange best practices, and seek
assistance from school administrators. Additionally, it is essential to tackle the issues of
insufficient funding, large class sizes, lack of motivation, and societal attitudes to enhance
Ukraine's education system. It is advisable to conduct further investigations to understand these
obstacles comprehensively. These inquiries aim to explore the interconnectedness of various
factors and collect valuable insights from educators on overcoming them. By acknowledging
and actively addressing these challenges, Ukraine can advance its pursuit of educational
excellence and achieve seamless integration into the European and global society.
Limitations of study and recommendations for future research
It is essential to note that the study's findings are not intended to represent the entire
national teaching workforce but are centred on a limited sample of 86 teachers. Nonetheless,
this qualitative and interpretive small-scale study provides valuable insights by acknowledging
the social context in which teachers operate, considering national and local factors.
To further explore these challenges in future research, it is advisable to conduct more
in-depth investigations. This can be done through individual interviews and focus group
discussions with educators. These qualitative inquiries can explore the implications of current,
instructional, student-related, and societal challenges in greater depth. Additionally, teachers'
suggestions for overcoming these challenges could be elicited.
Furthermore, conducting quantitative analyses to establish correlations between these
four categories of challenges would be beneficial. This could shed light on the causal
relationships among these challenges, particularly how lower-quality instruction impacts
student motivation and behaviour. Such research could provide a more comprehensive
understanding of the interplay between these factors and offer insights into potential strategies
for improvement.
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51
ENVIRONMENTAL, HEALTH AND
SUSTAINABILITY EDUCATION
52
1. ETHICS IN CREATIVITY AND INNOVATION PRACTICES AMONG
TEACHERS IN MALAYSIA
Balamuralithara BALAKRISHNAN
Sultan Idris Education University, Malaysia
[email protected]
Abstract
Background & Aim
Creativity is defined as the production of novel, useful ideas, or solutions to problems, whereas
innovation focuses on the usefulness of the ideas and solutions. The purpose of this research is
to analyze the extent of ethical consideration in creativity and innovation activities by
examining teachers' beliefs, attitudes, and intentions toward ethics in their creative and
innovation practices in the classroom.
Methods
A questionnaire was delivered to 255 Malaysian secondary school teachers as part of this
study's quantitative approach. Descriptive statistical analyses were performed on the collected
data.
Results
According to the findings of the studies, respondents' beliefs, attitudes, and intentions regarding
ethics in creative and innovative activities were poor except on environmental and curriculum
matters.
Conclusions
It is vital to incorporate ethical values into the creativity and innovation process to create a
community of teachers who go above and beyond to achieve global citizenship goals.
Furthermore, the research can help to prepare the teaching community and create environments
that foster responsible teachers for the world's well-being via teaching activities.
Keywords: Teachers, Ethics, Creativity, Innovation
DOI: 10.21862/atee.2023.04
Introduction
The integration of creativity and innovation within the realm of education is closely
intertwined with the establishment of a dynamic and captivating learning environment, which
effectively equips students with the necessary skills to confront future difficulties. By
integrating these methodologies, instructors have the potential to facilitate the cultivation of
students' abilities and perspectives essential for success in a rapidly changing global
landscape.
According to Amabile (2018), creativity can be defined as the process of generating
novel and unique ideas, whereas innovation refers to the practical implementation and
actualization of these ideas in a manner that is both meaningful and applicable. Creativity
serves as the first catalyst, while innovation is the subsequent process that converts imaginative
53
concepts into concrete results. Creativity and innovation are vital factors for the progression
and progress across diverse domains, encompassing art, science, business, and technology.
In the context of education, the cultivation of creativity and innovation among
educators is crucial in promoting a dynamic and captivating educational setting. Creativity and
innovation among pupils can be nurtured through promoting experimentation among teachers.
At the same time, allowing teachers the discretion to develop their course material and select
instructional approaches can foster creativity (Henriksen et al., 2021). By having the freedom
to design their classes, teachers can customize their education to cater to the distinct
requirements and preferences of their pupils.
Another crucial factor that fosters creativity and innovation among teachers is the
promotion of collaborative efforts, facilitating the interchange of ideas and creative practices.
Collaborative planning sessions, professional learning groups, and the exchange of best
practices have the potential to foster creativity and spur innovation (Sawyer, 2019).
While we are focusing on cultivating and infusing creativity and innovative skills among the
teachers there is a pivotal issue that must be considered when an individual is involved in the
creativity and innovation process. McLaren (1993) emphasized that creativity has a "dark side"
that must be carefully managed to avoid any negative consequences from innovations based on
CI skills. This "dark side" of creativity emerged in the early years when Alfred Noble's
invention of dynamite (McLaren, 1993) was supposed to be used in the mining sector but was
recklessly used in war to kill mankind. This is also evident in many technological innovations
that have deviated from their original purpose and become societal problems. Thus, ethics must
come hand in hand with creativity and innovation to make the creative outputs more
meaningful and serve a good purpose in education.
Ethics is crucial in defining how the consequences of creativity through inventions
benefit all living beings in this biosphere (Gino & Ariely, 2012). Without a proper ethical
foundation, creative thinking can lead to innovations that have negative consequences.
Ethics are of paramount importance in the context of education, as they serve to uphold the
principles of integrity, fairness, and responsibility among teachers in their professional
endeavors (Runco & Nemiro, 2018). As educators increasingly adopt novel methodologies
within the educational setting, it becomes imperative to carefully contemplate the ethical
ramifications associated with new pedagogical strategies. Ethics are of paramount importance
in the realm of education, as they serve to uphold the principles of integrity, fairness, and
responsibility among teachers in their professional endeavors. As educators increasingly adopt
novel pedagogical methods within the educational setting, it becomes imperative to carefully
examine the ethical ramifications associated with these instructional approaches.
Ethics serve as a moral framework that teachers rely upon to navigate their actions and
make judgments that prioritize the well-being and educational needs of their students. Ethical
practices play a crucial role in cultivating trust, fostering respect, and promoting fairness within
the educational community (Runco & Nemiro, 2018). To foster a secure and all-encompassing
educational setting that facilitates the comprehensive growth of students, educators must
adhere to ethical principles.
The implementation of novel practices in education may give rise to ethical dilemmas
for teachers. The obstacles encompass concerns about privacy and data protection in the
context of technology usage, guaranteeing equitable access to resources for all students, and
upholding academic integrity in evaluation methodologies (Maxwell & Schwimmer, 2016).
54
Furthermore, it is vital for educators to carefully contemplate the possible unforeseen
ramifications of their inventive methodologies and guarantee their adherence to established
educational policies and guidelines.
In Malaysia, the majority of teachers are involved in creativity and innovative processes
in inventing educational resources for their students in classrooms. Ethical values are vital in
creative and innovative teaching inventions as the teachers can contribute to positive learning
experiences, empower students, and foster a responsible and compassionate educational
environment – aligned with global citizenship values.
However, to what extent the teachers have the ethical consideration when involved in
creative and innovative processes is still not well explored. Thus, in this study, the researcher
will be investigating the beliefs, attitudes and intentions towards ethics in the creativity and
innovation process among the teachers in Malaysia.
The outcomes of the study could serve as the cornerstone for educators and related
stakeholders to improve the current paradigm of creativity and innovation activities among
teachers with proper ethical consideration. This will ensure the outcome of the creative and
innovative process will be benefitting the students and society at large.
Methodology
The study was based on Azjen and Fishbein's value expectancy model (Azjen &
Fishbein, 1980), which states that an individual's beliefs cause the formation of attitudes, which
influence the individual's views and intentions to act on specific topics.
Perloff (2016) has highlighted the importance of an individual's learned information on their
beliefs and objectives. According to Wyer and Albarracin (2005), belief has a significant
impact on an individual's values, mental state, and opinions. Additionally, intention is
described as a mental state that motivates an individual's actions. Flowerree (2017) posited that
there exists a strong interconnection between belief and intention, wherein an individual's
belief system plays a crucial role in shaping their intentions and subsequent actions (p. 18).
Belief and intention possess agential characteristics, as indicated by the value expectancy
model, which highlights the importance of belief in an individual's intention to engage in action
(Azjen & Fishbein, 1980).
Therefore, an individual's beliefs and intentions about ethical matters are influenced by
the knowledge acquired in an ethics classroom. Furthermore, within the realm of ethics, the
element of belief and intention assumes a crucial part in shaping an individual's traits and
approach to ethical matters.
The questionnaire survey items utilized in this study were obtained from the research
conducted by Leiserowitz et al. (2005). The survey items employed by Leiserowitz et al. to
assess the degree of belief, attitude, and intention about sustainable development. Therefore,
to align with the requirements of the study, the survey items within the questionnaire were
adjusted to emphasize the ethical consideration in the creativity and innovation process among
the teachers.
The questionnaire was divided into 3 parts: Measuring a) Beliefs, b) Attitudes and c)
Intentions. Five-point Likert Scale used – 1 represents Strong Disagree and 5 represents Strong
Agree.
A questionnaire was delivered to 255 Malaysian secondary school teachers as part of
this study's quantitative approach utilizing a stratified sampling method. The main criteria of
55
the selection were (i) the sample should have more than 5 years of teaching experience and (ii)
the teachers should be involved actively in creative and innovation activities.
All the items of the questionnaire were validated by three educational experts who have
more than 10 years of experience. A pilot study was conducted among 30 teachers in Malaysia
who were not part of the real study which was chosen using the same criteria as the real study
samples. The pilot study was carried out to determine the reliability of the items in the
questionnaire. The pilot study revealed that the Cronbach Alpha value for Part A: Beliefs was
0.745; Part B: Attitude was 0.772 and Part C: Intention was 0.801. These values which are
more than 0.700 showed that all the parts of the questionnaire are reliable.
Results and Discussion
The survey results were analyzed using SPSS, which stands for Statistical Package for
Social Science. This software was utilized for doing descriptive analysis. All participants in
the study provided complete responses to all items in the questionnaire, resulting in a 100%
response rate. The Shapiro-Wilk test indicates the data exhibited a normal distribution. The
Cronbach Alpha values for the reliability coefficients of Part A: Beliefs, Part B: Attitude, and
Part C: Intention were determined to be 0.745, 0.751, and 0.788, respectively, indicating that
they were reliable.
Table 1 shows the mean score (M) and standard deviation (SD) of the responses obtained from
the participants in this research investigation.
Table 1
Mean Scores and Standard Deviation
Part A: Belief
No Items
Mean (M) / Standard
Deviation (SD)
A1 I feel obliged to make sure my inventions do not cause any harm 3.77/0.175
to the environment.
A2 I feel it is necessary to bring inclusivity for all students when 2.31/0.055
utilizing my creativity and innovative skills.
A3 I think I should be responsible for respecting the Intellectual 2.24/0.012
Property rights in my creative outputs.
A4 I believe the inventions of my educational resources must be 2.78/0.196
accessible to all students regardless of their backgrounds.
A5 I always make sure that my inventions adhere to the ethical 2.57/0.125
values.
Part B: Attitude
B1
B2
B3
I am aware of the ethical values in creative and innovative 2.43/0.130
outputs.
I am sensitive to the environmental impact that may be caused 3.85/0.011
via my inventions.
I am aware of other’s ideas and inventions rights when creating 2.41/0.114
my educational resources.
56
B4
B5
I am conscious that every innovation that I make should be 2.23/0.103
accessible to all students.
I am confident that my inventions adhere to ethical values.
2.41/0.091
Part C: Intentions
C1 I prefer to create educational resources that consider all the needs 2.81/0.122
of my students in the classrooms.
C2 I intend to produce innovations that are designed with the 4.22/0.017
learning objectives and curriculum.
C3 I prefer to innovate educational resources that adhere to ethical 2.50/0.053
principles.
C4 I prefer to share my innovation’s concept with other peers in the 2.31/0.120
school.
C5 I strive to create innovations for teaching and learning that 2.55/0.023
promote equality.
Referring to Table 1; it is clear that the respondents of the study have had low mean
scores in their beliefs, attitudes, and intentions towards ethics in the creative and innovative
process except on environmental Issues and inventions that follow the learning objectives and
curriculum.
It is vital to incorporate ethical values into the creativity and innovation process to
create a community of teachers who strive to create innovations in education that adhere to
ethics and serve the well-being of society.
The incorporation of ethical issues into creative practices yields substantial impacts on
learners, colleagues, and the general education system. The implementation of ethical practices
within educational settings cultivates a conducive learning atmosphere, which in turn facilitates
the establishment of trust and respect among teachers and students (Geletu, 2022). Fair and
inclusive educational experiences are advantageous for students as they guarantee equal
opportunity for achieving achievement (Tatto, 2021). The adoption of ethical practices by
colleagues fosters a culture characterized by honesty and professionalism. The incorporation
of ethical considerations in creative and innovative practices play a pivotal role in enhancing
the quality of education by ensuring adherence to high standards of excellence and
accountability.
To uphold ethical principles while fostering innovation, educators are expected to:
a. Prior to implementing their creative practices, it is crucial for individuals to carefully
consider and analyze the potential ethical consequences that may arise from these practices.
b. It is imperative to obtain informed consent from both students and parents before utilizing
technology or disclosing student work.
c. It is imperative to guarantee equitable access to resources and opportunities for every student,
considering variables such as socioeconomic status or exceptional educational requirements
(Malone, 2020).
d. To foster academic integrity, it is crucial to effectively communicate expectations and offer
suitable advice throughout the evaluation process.
e. Engage in regular professional development activities to remain informed about
contemporary ethical norms and optimal approaches in creative pedagogical techniques.
57
Conclusion
The findings of the study clearly showed that the beliefs, attitudes, and intentions
towards ethics in creative and innovative processes among Malaysian teachers are still low
except in the environmental issue and adhering to the learning objectives and curriculum.
Ethical considerations play a crucial role in the implementation of novel practices
within the teaching profession. Through the adherence to ethical principles, educators establish
a secure and all-encompassing educational setting, guaranteeing impartiality, reverence, and
equitable prospects for every student. Through successfully navigating the many ethical
dilemmas that arise within the educational context and steadfastly upholding their moral
principles, educators play a significant role in enhancing the overall quality of the education
system. In doing so, they cultivate a culture characterized by excellence and a strong sense of
responsibility.
References
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New York, Routledge.
Azjen, I. & Fishbein, M. (1980). Understanding Attitudes and Predicting Social Behavior.
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Flowerree, A.K. (2017). Agency of Belief and Intention. Synthese. Vol. 194, no. 8, pp. 27632784.
Geletu, G. M. (2022). The effects of teachers’ professional and pedagogical competencies on
implementing cooperative learning and enhancing students’ learning engagement and
outcomes in science: Practices and changes. Cogent Education, 9(1), 2153434.
Gino, F., & Ariely, D. (2012). The dark side of creativity: original thinkers can be more
dishonest. Journal of personality and social psychology, 102(3), 445.
Henriksen, D., Creely, E., Henderson, M., & Mishra, P. (2021). Creativity and technology in
teaching and learning: a literature review of the uneasy space of implementation. Educational
Technology Research and Development, 1-18.
Leiserowitz, A.A., Kates, R.W., Parris, T.M. (2005). Do Global Attitudes and Behaviors
Support
Malone, D. M. (2020). Ethics education in teacher preparation: a case for stakeholder
responsibility. Ethics and Education, 15(1), 77-97.
Maxwell, B., & Schwimmer, M. (2016). Professional ethics education for future teachers: A
narrative review of the scholarly writings. Journal of Moral Education, 45(3), 354-371.
McLaren, R. B. (1993). The dark side of creativity. Creativity Research Journal, 6, 137–144.
Motivational Influences. In: Albarracin, D., Johndon, B.T., Zanna, M.P. (Eds). The Handbook
of Attitudes. New York: Psychology Press, pp. 273-322.
Perloff, R.M. (2016). The Dynamics of Persuasion: Communication and Attitudes in the
TwentyRunco, M. A., & Nemiro, J. (2018). Creativity in the moral domain: Integration and
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Teachers College Press.
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Sustainable Development? Environment: Science and Policy for Sustainable Development.
Vol. 47, no. 9, pp. 22-38.
Tatto, M. T. (2021). Professionalism in teaching and the role of teacher education. European
Journal of Teacher Education, 44(1), 20-44.
Wyer, R.S., Albarracin, D. (2005). Belief Formation, Organization, and Change: Cognitive
and Motivational Influences. In: Albarracin, D., Johndon, B.T., Zanna, M.P. (Eds). The
Handbook of Attitudes. New York: Psychology Press, pp. 273-322.
59
HIGHER EDUCATION AND TEACHER
EDUCATION
60
1. SELF-REGULATORY SKILLS AND THE ROLE OF PART-TIME WORKING IN
STUDENT TEACHERS
Fabian MUMENTHALER
Center for Digital Education, École Polytechnique Fédérale de Lausanne, Switzerland
[email protected]
Roland TORMEY
Teacher Assistance Center, École Polytechnique Fédérale de Lausanne, Switzerland
[email protected]
Michael ECKHART
Institute for Special Education, University of Teacher Education Bern, Switzerland
[email protected]
Caroline SAHLI LOZANO
Institute for Research, Development, and Evaluation, University of Teacher Education Bern,
Switzerland
[email protected]
Patrick JERMANN
Center for Digital Education, École Polytechnique Fédérale de Lausanne, Switzerland
[email protected]
Abstract
Background and aims
The teacher shortage is a common problem internationally (den Brok et al., 2017; Sutcher et
al., 2019) – and also in Switzerland. To counter this problem, student teachers are encouraged
to work as teachers during their studies. Public concerns were raised about whether teacher
students are sufficiently prepared for teaching. We investigate whether part-time working
students differ from non-working student teachers in self-regulated learning (SRL) skills which
might help them jump-start their professional development. We hypothesize that student
teachers with a particular skill set self-select into part-time work.
Methods
108 students filled out an online questionnaire on metacognitive self-regulation and 68 on time
management and effort regulation. All scales stem from the Motivated Strategies for Learning
Questionnaire (MSLQ, Pintrich et al., 1991). We used confirmatory factor analysis to validate
the scales. Further, multiple-indicator-multiple-causes (MIMIC) models were used to analyse
the effects of working status and two control variables (age and institute of study) on the three
latent SRL constructs.
Results
Working status is a significant and the most consistent predictor for all three SRL scales. The
model fit for metacognitive self-regulation was problematic but good for time management and
effort regulation.
61
Conclusions
The concern of whether the part-time working student teachers are sufficiently prepared for
their jobs might be mitigated by the argument that those students who choose to work parttime have higher self-regulated learning skills and might thus acquire faster the necessary
professional skills that it takes to become good teachers.
Keywords: Self-regulation; learning habits; working part-time; teacher education.
DOI: 10.21862/atee.2023.05
Introduction
At present, as the start of each school year approaches, reports about the teacher
shortage have become increasingly ubiquitous. Even in high-income countries such as the
Netherlands (Paudal, 2022), France, Germany, the UK (Albert et al., 2022), Japan (Takahama
& Ujioka, 2022), and the United States (Natanson, 2022), newspapers regularly feature articles
addressing the scarcity of educators. Switzerland is no exception to this trend, with projections
indicating a deficit of 9,000 to 13,000 teachers by 2031 (Davis Plüss, 2022). Switzerland
addresses the problems arising in the short run mainly by two measures. First, by employing
people without a teacher diploma and, second, by letting student teachers teach while they are
still pursuing their teacher diploma (Davis Plüss, 2022). In this article, we will focus on the
part-time working student teachers. The aforementioned measures inevitably raise the question
of the job preparedness of those newly employed teachers. Teaching preparedness is a concept
difficult to grasp and measure. Generally, beginning teachers are expected to demonstrate the
same competencies as experienced teachers (Mohamed et al. 2017), even though it is also
undisputed that beginning teachers must acquire new competencies during their first years,
during the so-called ‘induction phase’ (Reynolds 1992). Mohamed et al. (2017) constructed an
international teacher competency framework, which describes the expected competencies of
experienced and new teachers. This framework encompasses the domains of knowledge and
instructional expertise, pedagogical expertise, coping with students’ diversity, collaboration
with colleagues, parents, and community, professional development attitude, and the
development of an ethical stand. However, none of these aspects can be fully covered in a
teacher education program. In fact, most of them need to be advanced during real-life
experiences or are only applicable when in a teaching position. This is also why many
beginning teachers call their first year a ‘reality shock’ (Vonk, 1995) – because their teaching
experiences differ starkly from what they were prepared for. Thus, Vonk (1995) developed a
framework for beginning teachers’ professional development, where the professional
development is a product of developments in a personal (e.g., self-concept and ideas about
good practice), knowledge and skills (e.g., pedagogical content, classroom management, and
teaching skills), and an ecological dimension (e.g., new responsibilities). In this paper, instead
of trying to measure teaching preparedness in part-time working and non-working student
teachers, we chose to analyse whether part-time working students differ in their dispositions
for professional development from their non-working counterparts.
A prerequisite for durable learning is having self-regulated learning habits. The vast
literature on self-regulated learning supports the claim that self-regulated learners are more
62
successful at learning and acquiring skills (for academic skills: Jansen et al., 2019; Panadero,
2017; for physical skills: Cleary et al., 2006). Combining the need for professional
development and findings of better learning performance of self-regulated learners, our
primary aim was to analyse whether a discernible pattern exists in students choosing to work
part-time while pursuing their studies. Suppose we were to find that those who work part-time
exhibit stronger self-regulated learning skills than their non-working counterparts, it might
imply a deliberate selection process in favor of part-time employment from better-prepared
students. Therefore, our research question is whether part-time working student teachers show
higher self-regulated learning habits than student teachers not working part-time.
However, self-regulated learning is an umbrella term that encompasses behavioral,
cognitive, metacognitive, affective, and motivational aspects of learning (Boekaerts, 1999;
Pintrich, 1995; Zimmerman, 1986) and we need to specify which aspects we deem important
for our context. In their meta-analysis, Credé and Phillips (2011) find that general learning
strategies (like metacognitive self-regulation, time management, and effort regulation) are
more strongly related to academic performance than specific learning strategies (like
elaboration, rehearsal, organization, help-seeking, or peer learning). We assume that time
management (TM), effort regulation (ER), and metacognitive self-regulation (MSR) are also
critical for successful learning in teacher education and developing new skills while working
as a teacher. Teacher students who work part-time need high TM skills because they must
square the schedules from their work and their studies, juggling e.g., school lessons,
preparation phases, parent and school meetings in school, lectures and seminars, studying, and
assignments at university. ER can be seen as a motivational aspect of self-regulation (Pintrich,
1999). It is of utmost importance because everything needs to be done, even those things that
the student teachers dislike. Finally, MSR is key for successful individual learning during the
studies of the student teachers. Students with higher MSR skills plan, monitor, and regulate
their learning process, which is a way of studying more strategically and efficiently (Weinstein
et al., 2011).
Methods
Sample and data collection
Data were gathered from a Swiss University of Teacher Education using an online
questionnaire. The data collection phase lasted from October 2022 until March 2023. The
questionnaire contained several scales related to learning attitudes and strategies. The students
could choose to fill out different sections of the questionnaire. All three scales presented here
are from the Motivated Strategies for Learning Questionnaire (MSLQ, Pintrich et al. 1991),
one of the most often used self-assessment questionnaires for learning strategies. Due to the
free choice, we have a different sample size for MSR (section of [meta-]cognition) and for TM
and ER (section of resources, sections according to Pintrich, 1995). Of the 108 students who
filled out the MSR scale, 94 are women and 14 are men. The age range spans from 18 to 60
years (mean 29.7, standard deviation 10.3). Fifty-two student teachers are from the Institute of
Special Education and 56 are from either the Institute of Primary or Lower Secondary
Education. Forty-five teacher students of this sample work part-time. The TM and ER scales
were filled out by 68 student teachers, of which 58 are women and 10 are men. The age range
is between 19 and 60 years (mean 32.1, standard deviation 11.1). Forty student teachers are
63
from the Institute of Special Education and 28 are from either the Institute of Primary or Lower
Secondary Education. In this sample, 40 student teachers work part-time.
Measures
Our dependent variables are composed of the questionnaire scores. We used our own
German translation of the three MSLQ scales metacognitive self-regulation (original example
item: “Before I study new course material thoroughly, I often skim it to see how it is
organized”), effort regulation (original example item: “I often feel so lazy or bored when I
study for this class that I quit before I finish what I planned to do”), and time and study
environment (original example item: “I make sure I keep up with the weekly readings and
assignments for this course”). The items were translated into German by the first author, a
native German speaker. Another researcher who is unfamiliar with this project and bilingual in
English and German translated the German version back to English. The second author of this
article, a native English speaker, compared the original and back-translated versions. The two
versions were deemed substantially equivalent. The scale for time and study environment was
shortened to contain only the six items on time management, i.e., the two items on study
environment were disregarded because – from a logical perspective – they do not fit in a
unidimensional scale with time management. The items could be rated on a 7-point Likert scale
with labelled extreme points (1 is “not at all me” and 7 is “totally me”).
Prior to starting the online questionnaire, the student teachers filled out a questionnaire
on their sociodemographic background, which represent the independent variables in our study.
They could indicate whether they studied full-time, part-time, or whether they work in parallel
to their studies as a teacher. For our analyses, we compare students working part-time with
students not working part-time. Students not working part-time mainly study full-time (73%
for MSR and 68% for TM and ER). Additionally, the student teachers provided information on
their age, gender, and institute. At this University of Teacher Education, four different institutes
exist: the Institute for Primary Education, the Institute for Lower Secondary Education, the
Institute for Special Education, and the Institute for Upper Secondary Education. For reasons
concerning the curricula, the four participants from the Institute for Upper Secondary
Education were excluded from the sample of MSR (there were no participants in the TM and
ER sample from Upper Secondary Education). Further, students from Primary and Lower
Secondary Education were grouped together and compared to students from the Institute of
Special Education. The teacher diplomas for Primary and Lower Secondary Education are selfcontained study degrees, and either one of them is a prerequisite to start the teacher diploma
for Special Education. Thus, being willing to invest more time into training after a teacher
diploma was already achieved might also indicate higher motivation and study skills for
students in the Special Education program. This also means that these people are more
experienced students since they have already completed a program. Therefore, this
dichotomized variable was used as a control variable. Furthermore, age was used as a control
variable. Non-traditional student teachers who are willing to start their studies later in life might
also display a characteristic pattern of skills and motivation that should be controlled. Gender
was disregarded for the analyses, as the gender distribution in the two samples is too unequal.
Therefore, no statement can be made about whether men and women differ in their self-
64
regulated learning. Still, even though the gender distribution in our sample is a little bit too
much in favor of women, it replicates the general gender distribution of Swiss teachers.
Data analysis
Despite the MSLQ being one of the most often-used questionnaires for assessing
learning strategies in college students, its validation has been questioned (Chen & Smith,
2017), particularly the scale for MSR (Dunn et al., 2012). Thus, using simple sum scores of the
scales might be problematic and we therefore decided to use the latent scores of the concepts
of interest, as there, measurement errors are considered. In the first step, confirmatory factor
analyses (CFA) were performed using the R-package lavaan (Rosseel, 2012). CFA solutions
were judged referring to the cut-off values from Hu and Bentler (1999), i.e., close to 0.95 for
CFI, close to 0.08 for SRMR, and close to 0.06 for RMSEA. Additionally, a non-significant pvalue for the -value with an alpha level of 0.05 was deemed a good global fit. The -test
measures the discrepancies between the sample and the fitted covariance matrices (Hu &
Bentler, 1999). The factor solutions were modified to reach a good model fit (items with factor
loading below 0.3 were excluded and error terms were covaried if theoretically justifiable).
Once factors with good model fit were found, we estimated for each latent variable multiple
indicators multiple causes (MIMIC) models, by including the independent variables working
status, institute of study, and age as causes for the latent variable. A MIMIC model is defined
as a latent factor that is indicated by some observed variables (the CFA structure) and that is
predicted (caused) by some exogenous variables (the independent variables). Non-significant
causes were excluded, and the MIMIC model was rerun with the remaining significant
predictors. In the results section, we only report the model fits of the final CFA solutions and
present the final MIMIC models. As the items of all scales were multivariately skewed (using
the Mardia test from R-package psych, Revelle, 2022), we used the Satorra-Bentler correction
(Kline, 2016) for model estimation.
Results
Table 1 presents the descriptive statistics of the dependent factors. These statistics were
calculated including only the items from the final factor solutions. For MSR, there were ten
items remaining, for TM all six items and for ER all four items were used. Student teachers
rate themselves generally rather high in their self-regulatory learning skills (see mean values).
Also, MSR, TM, and ER show moderate to strong factor correlations (between 0.49 for MSR
and TM to 0.74 for TM and ER). The reliability of the three factors is good, ranging from 0.75
to 0.80.
In the CFAs, we reached a satisfying to good model fit for all three factors. The fit
indices are presented in Table 2. For the factor of MSR, we excluded two items that had factor
loadings of less than 0.3. Two pairs of error terms were correlated. These correlations can
theoretically be justified: two items are about making up questions or asking yourself questions
for better understanding, and two items are about determining which concepts you do not
understand yet and setting goals for studying.
65
Table 1
Descriptive statistics of the dependent variables
Correlations
n
Mean SD Min
MSR TM ER
a
MSR 1.00 –
–
108 4.30 0.88 2.10
TMb 0.49d 1.00 –
68 5.54 0.96 3.00
c
d
ER
0.60 0.74 1.00 68 5.14 1.24 2.00
Max Cronbach’s
6.30 0.75
7.00 0.77
7.00 0.80
a
MSR: metacognitive self-regulation; b TM: time management; c ER: effort regulation; d These
correlations were calculated in a simultaneous confirmatory factor analysis with the 59 student
teachers who filled out both questionnaire sections. For the correlation of TM and ER, the full sample
of 68 student teachers was used.
Table 2
Fit indices for confirmatory factor analyses of the three dependent variables
Factor 2
df p
CFI RMSEA SRMR
a
MSR 46.7 33 0.057 0.923 0.061 0.063
TMb 11.9 8 0.157 0.959 0.090 0.054
ERc
0.8 1 0.374 1.000 0.000 0.016
a
MSR: metacognitive self-regulation; b TM: time management; c ER: effort regulation.
Table 3
Fit indices for the final MIMIC models
Factor Predictors 2
df p
CFI
a
d
MSR WPT , age 90.6 51 0.001 0.835
TMb WPTd
14.6 13 0.332 0.985
c
d
ER
WPT
5.4 4 0.245 0.986
RMSEA SRMR
0.083 0.076
0.044 0.054
0.073 0.055
a
MSR: metacognitive self-regulation; b TM: time management; c ER: effort regulation; d WPT:
working part-time.
In both cases, the correlation of error terms was introduced for an item from the
planning phase that is substantively related to an item from the monitoring phase. For the factor
of TM, no items had to be excluded. However, one pair of error terms was correlated due to a
lower item correlation than expected (see Figure 2). The two items are substantively very
similar; however, one item is positively and the other negatively formulated. The reverse
coding of the negatively formulated item might have led to this lower-than-expected item
correlation. For the factor of ER, again no items were excluded, and one pair of error terms
was correlated. This factor consists of two positively formulated items and two negatively
formulated items. We had a good model fit without any modifications except for the RMSEA
value, which was 0.165. The modification consisted of correlating the error terms of the two
positively formulated items.
The model fit for the MIMIC models stayed good for ER, became even better for TM,
and became substantially worse for MSR (p-value of and CFI). The MIMIC model fits are
presented in Table 3.All three factors are positively predicted by the working part-time (WPT)
66
status, i.e., student teachers who work part-time score significantly higher in the latent variables
of MSR, TM, and ER. For MSR, additionally, age is positively related to the latent variable,
meaning that older students score higher in MSR. The MIMIC model takes into account the
positive correlation of 0.53 between age and working status. Thus, age and working status are
predictors of MSR independently of each other.
For TM, on their own, institute and working part-time are predictive of the latent
variable. However, taken together, they are not significant anymore (pWPT = 0.16, pInst =
0.2). This is due to the high correlation between the two variables; students from the Institute
of Special Education are also more likely to work part-time. Analysed separately, the effect of
working part-time is almost double as strong (standardized beta of 0.35) as the effect of the
institute (standardized beta of 0.20).
Figure 1
MIMIC model for the factor metacognitive self-regulation
Note. WPT: working part-time; MSR: metacognitive self-regulation; M1 to M11: indicator variables.
See the appendix for individual item formulations.
67
Figure 2
MIMIC model for the factor time management
Note. WPT: working part-time; TM: time management; T21 to T29: indicator variables. See the
appendix for individual item formulations.
For ER, WPT is the only predictive exogenous variable, whether we look at the control
variables separately or all together. Figures 1 to 3 show the MIMIC models, displaying the
effect strengths from the exogenous variables on the latent variable, and the factor loadings
from the latent variable to the indicator variables.
Discussion
This paper aims to inform on two grounds: on a substantive and on a methodological one. From
a substantive point of view, there is a teacher shortage in Switzerland and new ways of teacher
recruitment are being implemented. In the public debate, the issue has been raised of whether
those new teachers are sufficiently prepared for their jobs. Therefore, we analysed whether
part-time working student teachers differ from non-working student teachers. From a
methodological point of view, the existing instruments to assess self-regulated learning in
college students – despite their frequent use – stand on psychometrically shaky grounds (see
Tock & Moxley, 2017; Chen & Smith, 2017 for the MSLQ; Chacko & Huba, 1991 for the
Learning and Study Strategies Inventory; or Harrison & Vallin, 2018 for the Metacognitive
Awareness Inventory [MAI]). Therefore, we also analysed the factor structure of the used
dependent variables.
68
Figure 3
MIMIC model for the factor effort regulation
Note. WPT: working part-time; ER: effort regulation; E22 to E31: indicator variables. See the appendix
for individual item formulations.
We find that part-time working student teachers score significantly higher on selfregulated learning skills than non-working student teachers. Working status was the most
predictive exogenous variable for all three measures of self-regulated learning – metacognitive
self-regulation, time management, and effort regulation. The other control variables, i.e., age
and institute, were not consistently linked to self-regulated learning aspects. That is, in addition
to the working status as a significant variable, older students also score significantly higher on
MSR than younger students. And for time management, if we control simultaneously for the
institute in which the students study, then the working status is not a significant predictor
anymore. However, if analysed separately, the effect of working status is almost double as
strong as the effect for the institute of study. These control variables were selected to account
for potential intercorrelations among age, institute of study, and working status. Notably, age
and institute of study are correlated to each other, as students at the Institute of Special
Education tend to be older due to the prerequisite of holding a diploma in Primary or Lower
Secondary Education. Additionally, students at the Institute of Special Education already have
a teacher diploma and thus are more likely to already hold a teaching position while pursuing
their studies. Also, all three variables might be related to higher self-regulated learning skills –
but for different reasons. Students from the Institute of Special Education show persistence in
their study career, which is related to effort regulation. The effect of age might be created due
69
to a selection bias as only older people with certain learning characteristics decide to return to
university (remember, our sample includes students who are up to 60 years old). As for working
status, it might be that only students with good self-regulated learning skills can afford to work
part-time. Overall, our results support the claim that working part-time is the primary factor
associated with higher scores in self-regulated learning aspects, and not age or institute. The
concern of whether the part-time working student teachers are sufficiently prepared for their
jobs might be mitigated by the argument that those students who choose to work part-time have
higher self-regulated learning skills and might thus acquire the necessary professional skills
that it takes to become good teachers faster. Thus, student teachers who work part-time might
be a viable short-term solution to the problem of teacher shortage, as the student teachers who
will work part-time are a selection of all current student teachers based on their good selfregulated learning skills and they can start their professional development more concretely
early on in their teacher career. It is, of course, not a long-term solution for teacher shortage as
those student teachers would go into the teaching profession anyway, and what is needed are
more teachers (or a way of how a teacher can teach more students in a student-centred fashion).
However, with our study design, we cannot clarify causality. In fact, due to our crosssectional data, we cannot differentiate whether working student teachers have higher selfregulatory skills a priori, and therefore can engage in working and studying at the same time,
or whether working student teachers acquire the self-regulatory skills at work. Of course, also
student teachers who are not working part-time have practical experiences during their studies
(practical experiences take up to one fourth of study time in Swiss teacher education programs).
However, there might be a difference in the intensity or the sense of responsibility during
regular work and during practical experiences in schools during the studies. Accepting the
claim that it is not just about preparedness because even students who finished the full teacher
education program face a ‘reality shock’ when they enter the teaching profession, but about the
prerequisites for professional development; then this second interpretation would even more
strongly mitigate the public concerns, as it would show that once student teachers enter the
workforce, they adapt to their behavioral demands and show more self-regulated learning
habits, which in turn will help them in their professional development. Also, with this latter
interpretation, our results might even extend to people entering the teaching profession who do
not have a teacher diploma and who are not (yet) in a formal teacher education program.
However, this can only be a speculation as we do not have any data on this subsample of newly
employed teachers. Very importantly, the point we make is not that people should simply start
working as teachers and they will develop the necessary skills to be good teachers on the go.
Rather, what we argue is that we cannot exclude that student teachers developed their selfregulatory learning habits on the job. We regard formal formation in a teacher education
program as essential for good teaching. Furthermore, to address public concerns and to get a
better picture of the current situation, research should include new teachers who teach without
a teacher diploma. However, this subsample might be more difficult to track compared to
student teachers who are still attending university.
This study also dealt with the psychometric validation of the scales used. Regarding the
criticized scale of MSR (Chen & Smith 2017, Dunn et al. 2012), we find in our study a very
70
bad model fit using all 12 original indicator variables ( = 102.3, df = 54, p < .001, CFI 0.747,
RMSEA = 0.092, SRMR = 0.086). Thus, with our sample, this scale does not work as originally
proposed by Pintrich et al. (1991). In fact, Duncan and McKeachie (2005) report that the MSR
of the MSLQ should capture the three metacognitive subscales of planning, monitoring, and
regulation. However, not even in the original study could they find these factors, which is why
all 12 items are packed together as one factor. But 12 is a rather high number of items to capture
a unidimensional construct. In our data, two variables (M8 and M12, see appendix for content)
had almost no correlation with most of the other ten items and were thus excluded. Still, further
modifications were necessary to reach a good model fit. Modifying the model bears the danger
of overfitting – i.e., exploiting peculiarities of the data from a sample that might not generalize
to other samples with the same indicator variables. For this reason, it must be clearly stated
that the factor assessed here in the final model might be different from and not strictly
comparable with the factors assessed with the full MSR scale in other studies. Nevertheless,
the results are still valid for our sample and for the indicator variables used in our final model.
Furthermore, thanks to the factor loadings produced through the CFA, we know which items
are most characteristic of the assessed MSR factor and which items play only a minor role.
Thus, thinking through a topic and deciding what to learn from it rather than just reading the
materials over when studying (the content of item M9) is the strongest indicator of MSR, with
a factor loading of 0.7. This means that our MSR factor explains about 50% of the variance in
the responses for this item (which is the square of the factor loading). We also see that the MSR
factor only explains between 9% (for M7) and 28% (for M10) of the other items’ response
variances, which is very low (Bandalos, 2018). In sum, we find that working status and age
predict scores of an MSR factor that is constituted by generally low-loading indicator variables.
For further studies including metacognitive self-regulation or a similar construct, it is advisable
to rework the factor structure, for example, by reducing the number of items, rephrasing some
of the items, and/or splitting the factor into various aspects of metacognitive self-regulation
(cf. Tock & Moxley, 2017; or different aspects like in the MAI, however, this factor structure
could also not yet be confirmed, see Harrison & Vallin, 2018).
Regarding the other two factors – time management and effort regulation – the
psychometric validation worked much better. For TM, we already made a substantively
important selection of items prior to analysis, as, from a logical point of view, the study
environment (i.e., whether you have a fixed study place and whether you can work in a
concentrated manner while at your study place) is independent of time management. Both
factors, TM and ER, work well in the CFA and in the MIMIC model. Supporting the construct
validity of TM, the highest loading item is “I make sure I keep up with the weekly readings
and assignments for this course”, which should also be the core of a time management factor
in an academic context. Furthermore, we find that the three latent variables are moderately to
strongly correlated with each other, indicating that they might belong to some overarching
second-order factor, such as good general learning strategies or requirements.
In conclusion, despite some psychometric issues especially with the MSR factor, the
fact that the other two factors could be analysed reliably and that we found working status to
be an important factor for all three correlated factors seems to paint an empirically sound
picture that better self-regulated learning skills are positively related with working part-time as
a teacher. The direction of causality remains open, but either way, our results should mitigate
71
the public concerns about inadequate teaching preparedness of part-time working student
teachers.
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Appendix
The German items of the following questionnaire were answered on a 7-point Likert scale.
Item Item in English
Item in German
code
M1
During class time I often miss
Während der Lehrveranstaltung verpasse ich
important points because I’m
häufig wichtige Punkte, weil ich an andere
thinking of other things. (reversed) Sachen denke.
74
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
T21
T23
T25
When reading for this course, I makeWenn ich etwas für diese Lehrveranstaltung
up questions to help focus my
lese, denke ich mir Fragen aus, die mir helfen,
reading.
zielgerichtet zu lesen.
When I become confused about
Wenn mich beim Lesen für diese
something I’m reading for this class, Lehrveranstaltung etwas verwirrt, dann gehe ich
I go back and try to figure it out.
zurück und versuche es zu verstehen.
If course materials are difficult to Wenn der Lernstoff schwer zu verstehen ist,
understand, I change the way I read ändere ich die Art und Weise wie ich lese.
the material.
Before I study new course material Bevor ich neues Lehrmaterial gründlich
thoroughly, I often skim it to see
studiere, überfliege ich es oft, um zu sehen, wie
how it is organized.
es aufgebaut ist.
I ask myself questions to make sure IIch stelle mir selbst Fragen, um sicherzugehen,
understand the material I have been dass ich den Stoff, den ich in dieser
studying in this class.
Lehrveranstaltung gelernt habe, verstanden
habe.
I try to change the way I study in
Ich versuche, meine Lernweise an die
order to fit the course requirements Anforderungen der Lehrveranstaltung und den
and instructor’s teaching style.
Unterrichtsstil des Dozenten/der Dozentin
anzupassen.
I often find that I have been reading Ich stelle oft fest, dass ich etwas für die
for class but don’t know what it was Lehrveranstaltung gelesen habe, aber nicht mehr
all about. (reversed)
weiss, worum es dabei ging.
I try to think through a topic and
Ich versuche, ein Thema durchzudenken und zu
decide what I am supposed to learn entscheiden, was ich daraus lernen soll, anstatt
from it rather than just reading it
es beim Lernen nur durchzulesen.
over when studying.
When studying for this course I try Beim Lernen für diese Lehrveranstaltung
to determine which concepts I don’t versuche ich festzustellen, welche Konzepte ich
understand well.
nicht gut verstehe.
When I study for this class, I set
Wenn ich für diese Lehrveranstaltung lerne,
goals for myself in order to direct setze ich mir Ziele, um meine Aktivitäten in
my activities in each study period. jeder Lernphase zu steuern.
If I get confused taking notes in
Wenn ich beim Notizenmachen in der
class, I make sure I sort it out
Lehrveranstaltung durcheinander komme,
afterwards.
schaue ich, dass ich es hinterher in Ordnung
bringe.
I make good use of my study time Ich nutze meine Studienzeit für diese
for this course.
Lehrveranstaltung gut.
I find it hard to stick to a study
Es fällt mir schwer, einen Lernplan einzuhalten.
schedule. (reversed)
I make sure I keep up with the
Ich achte darauf, dass ich mit der
weekly readings and assignments for Wochenlektüre und den wöchentlichen
this course.
Aufgaben für diese Lehrveranstaltung
mitkomme.
75
T26
T27
T29
E22
E24
E28
E31
Ich nehme regelmässig an der Lehrveranstaltung
teil.
I often find that I don’t spend very Ich stelle oft fest, dass ich wegen anderer
much time on this course because of Aktivitäten nicht sehr viel Zeit für diese
other activities. (reversed)
Lehrveranstaltung aufwende.
I rarely find time to review my notes Ich finde selten Zeit, meine Notizen oder die
or lecture materials before an exam. Lektüre vor einer Prüfung durchzusehen.
(reversed)
I often feel so lazy or bored when I Wenn ich für diese Lehrveranstaltung lerne,
study for this class that I quit before fühle ich mich häufig so faul oder gelangweilt,
I finish what I planned to do.
dass ich abbreche, bevor ich das, was ich
(reversed)
vorhatte, zu Ende gebracht habe.
Even when course materials are dull Selbst wenn der Lernstoff langweilig und
and uninteresting, I manage to keep uninteressant ist, schaffe ich es, den Stoff
working until I finish.
durchzuarbeiten.
I work hard to do well in this class Ich arbeite hart, um in dieser Lehrveranstaltung
even if I don’t like what we are
gut abzuschneiden, selbst wenn ich nicht mag,
doing.
was wir tun.
When course work is difficult, I
Wenn die Aufgaben schwierig sind, gebe ich auf
either give up or only study the easy oder lerne nur die leichten Teile.
parts. (reversed)
I attend class regularly.
76
2. THE DYNAMICS OF INSTITUTIONAL TEACHER PROFESSIONAL
DEVELOPMENT AT THE UNIVERSITY OF GDAŃSK: TEACHING IDENTITY
AND TEACHING SKILLS IN FOCUS
Dr Beata KARPIŃSKA-MUSIAŁ
University of Gdańsk , Institute of English and American Studies
Faculty of Languages, Poland
[email protected]
Abstract
Teacher Professional Development in the academic context can be discussed from three
perspectives. The first one is focused on pre-service teachers (i.e., students), who are educated
to teach subject disciplines. They are being tutored by academic teachers, so the second
perspective is the one of regular scholars who both do research and teach. There is finally the
third perspective: of teacher educators who provide space for other academics to develop their
competencies and compose didactic identities as educators of students.
The following article aims to present the complex mechanics of developing the
institutional space for the last two groups to interact professionally at the University of Gdańsk.
First, to present its gradual solidification within the public HE institution since April 2021,
when the interfaculty unit called the University of Gdańsk Centre for the Development of
Teaching and Tutoring (CDDiT UG) was appointed. This shall be done qualitatively, with an
autoethnographic approach, as the author represents the member of the Team and observes the
processes from inside.
The second part of the article is devoted to the presentation of quantitative research
results collected of using a questionnaire in June 2023 distributed among the participants of
teacher training (TT) courses delivered by the Team of CDDiT UG. The results point to various
aspects of the same process of professionalizing academic teaching, this time from the
perspective of TT training recipients. The discussion hopefully sheds some new light on the
phenomenon of institutionally ordinated professional development of teachers in Higher
Education institutions in Poland.
Keywords: teacher education, Teacher Professional Development, academic teaching,
subjectivation, teaching identity in HE institution
DOI: 10.21862/atee.2023.06
Introduction
Staff policy in higher education (HE) institutions apparently relates solely to the
relationship between government intervention and the administration of a university. As
Antonowicz (2005) notices, except for the fact that human resource management (HR) in
public universities has always been politicized in line with the dominant political paradigm of
central or decentralized state governance, it has contributed to three major spheres of academic
institutional policies: recruitment strategies, scientific promotion of scholars and legal, as well
77
as economic position of academics. Consequently, the type of staff policy directly affects the
level of well-being of the academic teachers and scholars, resulting in their professional
performance and level of scientific and didactic achievements.
All these areas of academic staff policy management make direct use of adequate
strategies dependent on either the tradition (i.e., models of academic “self-governance”) or
institutional principles that apply to building career paths of the scholars in agreement with
state regulations given at a given time. These, in turn, affect academic teachers’ satisfaction
and identification with their workplace, both - to my mind as the author - being concomitant
with high-quality academic performance in research and teaching. This all constitutes a
framework for the introduction of institutional change.
This paper discusses the example of such an institutional change, the example of which
is the appointment of a new organizational unit in the university, aimed at raising the quality
of academic teaching. It has initiated an almost organic process of construing new power
relations, action styles, governmentality, and subjectivation processes.
The development of the University of Gdańsk Centre for the Development of Teaching
and Tutoring (later referred to as CDDiT UG) as a group of academic teachers and researchers
of education dates to the years 2013/2014. The formal unit, although appointed in 2021, has
evolved from the previous bottom-up initiative around building a team of certified tutors in
diverse didactic and research projects (Jendza & Karpińska-Musiał, 2022). This timeline
allows us to assume that members of the present Team have faced various challenges and, in
this process, have developed a unique, sustainable mode of cooperation leading to a processual
professionalization of their (and of other academics through courses delivered) position in the
institution. This process has also been marked by the specific ways of team building and setting
grounds for cooperation, trust, and shared expertise.
Below I will present, in the first part, a subjective analysis of this process as seen by
myself as a member of the Team, who holds the position of deputy Head of the Unit. For this,
a conceptual framework will be developed, based on some concepts of Michel Foucault’s
critical approach (Olssen, 2009). I argue that some of them allow us to filter the phenomena
occurring in the process of solidifying the social and professional structure of the unit,
resonating with the actions, tasks, and missions its members undertake and identify with.
Secondly, empirical research based on the quantitative analysis of a questionnaire will
constitute grounds for discussion. This part will reflect the perspectives of Teacher Training
(TT) course participants on the same process of institutionalization of Teacher Professional
Development (TPD) at the University of Gdańsk.
Methods
A critical look at the processual social change within an institution and the CDDiT UG
team will be made with the use of an auto-ethnographic approach (Kępa, 2014; Ellis, 2009;
Chang, 2008; Kubinowski, 2011; Ellis & Bochner, 2011; Kacperczyk, 2014). Autoethnography
allows for an extremely specific, hybrid way of obtaining data for research, as well as defines
the active, subjective, and meta-analytical participation of the author/researcher himself in this
process. He becomes the author, but also the object of self-examination. According to
Kacperczyk, the specificity of this research methodology consists in, among others:
"recognizing that when trying to explain complex social phenomena, it is necessary to take into
78
account the personal reference of individual participants in collective life. Such a belief is
associated with emphasizing the special position of the researcher in the process of generating
and analyzing data" (Kacperczyk, 2014, p.33).
Due to the institutional embedding of this subjectivist method, I use in this case an
analytical type of autoethnography (Canagarajah, 2012; Anderson, 2006). I call for some
concepts and theories in Foucauldian thought, and subsequently add some analysis of the
situation as possibly viewed with the filters of this conceptual framework. Each time I add
preliminary conclusions that stem from partial analysis of the situation.
The second part of the paper is based on the quantitative questionnaire, aimed at
observing tendencies in self-evaluation of the CDDiT courses’ participants on their own selfefficacy beliefs and processual expertise development. This is a type of secondary research, as
it is based on the teachers’ opinions on their self-development. It is also of a diagnostic,
exploratory nature and is supposed to reflect upon the needs and beliefs of academic teachers
in the process of institutional change. This section is closed with brief general conclusions and
a short list of potential questions for further discussion and research.
Conceptual framework and results of a qualitative analysis: solidifying a new
organizational unit within a university
Governmentality and self-regulation
The concept of "governmentality", as coined by Michel Foucault (Olssen, 2009), sheds
light on a new understanding of power; much wider than only classically related to the
hierarchical, top-down power of the state (or institution) over its people. The French
philosopher extended the meaning of power to include the forms of social control in institutions
as well as control over forms of knowledge. Especially in education, we are of the opinion that
knowledge is power, and it can manifest itself both positively and negatively (mechanics of
promotion, assessment, examining, etc.). But in this positive sense, through the production/coconstruction of knowledge, certain discourses are being developed and internalized by
individuals, which, in the long run, enables them to govern not only others but also
themselves.
In the case of the CDDiT, the institutional formalization of the Unit seems to be the
outcome of two phenomena detectable in the University of Gdańsk across the recent decade.
The first is knowledge co-creation by a group of people engaged voluntarily in specific social
practices at the institution. It was a reversal of Foucauldian exercising power by the very
institution of the university over its members. Secondly, we have observed the ripening of a
certain discourse within academia: that of self/development and professional success, talent
development, and teaching aligned to learning, all of which are nested in the paradigms of
personalization and humanistic ideals. These prerequisites, as a result, call for a self-regulated
individual, which may illustrate the embodiment of a subjectivized individual who rather
exercises power over himself more than is being subjected to the power of others. Although it
may also be viewed as the outcome of the neoliberal policies, it is justified to claim that in the
process of appointing (rather than summoning) the CDDiT members, which was conducted by
the Head, such a profile of an individual was selected, and a matching person was invited.
79
Preliminary conclusion: at least seemingly Foucault’s theory of the structuring of power and
grounds for self-regulation have not found much reflection in the process of the CDDiT
formation. But this is more complex in fact. As I try to show further in a critical discussion, the
mechanics of relationships and of governing principles in the team seem to match the
definition of Foucault’s govern-mentality more than it shows on the surface. Both in the sense
of being reflected in the way we work, as well as corroborating the Foucauldian assumptions.
A tricky idea of self-development and well-being?
Let me refer to the category again. The govern-mentality suggests - although it is a false
language game only - that governing relates closely to mentality. It is only a metaphorical
language twist, but it still carries some meaning. Even if mostly for self-governing. Foucault
described the definition of governmentality as a set of procedures, tactics, analyses, and
methods of acting which when applied to a society/group of people, should result in their wellbeing. The goal of those in power is to make a "happy and stable society" using certain devices.
To use those devices to make individuals feel happy and live in a “better society”, even if they
believe that this is only their private choice. In this type of secret/hidden power, as Foucault
claimed, lies the perversity of governing, performed by political economy as a particular type
of knowledge. This knowledge is being performed and governing exercised using extensive
bureaucracy.
In the case of the CDDiT, we also develop mechanisms of "bettering” the social and
praxeological domain of didactics. We offer tools, actions, etc. (courses, webinars) to make
academicians more self-regulated, stronger, better, feeling more professional. We include the
postulates of professional well-being in our tutorials and materials, also in the course programs.
As educational leaders, we support other teachers with our expertise to turn them into more
self-regulated, happy teachers who base their profession on expertise. Do we then only create
a fake, mischievous educational reality in the aura of empowerment and self-development, or
do we support its authentic growth? And how do WE grow in this process? The answers might
be hidden in the word “institutionally”. Let me try to dive deeper into this phenomenon by
reference to a few other categories taken from Foucault's thought.
Preliminary conclusion: I dare to claim that what happens in the learning process of
the CDDiT team goes against the fake and in the direction of the authentic.
Subjectivation and self-technologies
Self-technologies as a concept developed by Foucauldian followers are supposed to mean the
practices and strategies used by individuals to expose their own ethical self-understanding. In
other words, they are schemes which they apply to self-present themselves in their institutions.
And for this auto presentation, they like to operate with the concept of expertise. Expertise
seems to be a key category used discursively by individuals to denote their attitude to external
power. They can either consider themselves self-regulated and distanced from devices of
external power (e.g., extended bureaucracy), or dominated by it, and a determining factor in
this “game” in is expertise.
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Expertise is synonymized with authority and this type of authority originates from
scientifically based knowledge. Thus, feeling like an expert helps one to define the dynamics
of self-technology choices and their type. As Nikolas Rose (1996, p.156) remarks, "Expertise
is given a special role in the formulation of governance programs and in technologies that seek
to produce the desired effects"[45]. Expertise works through the logic of choice, enabling the
transformation of how individuals constitute themselves. It is done through "the inculcation of
desires for self-development that expertise itself can guide and through claims to the ability to
relieve the anxieties generated when reality does not reach its image.” (Rose, 1996, p. 88)
In the case of the CDDiT, we believe in our (gradually developed) expertise, we feel
experts and use scientific knowledge as a tool of power which enables us to develop governance
programs for university academic staff. We expose our experience and knowledge to the public
domain, thus inducing this process of subjectivation both for ourselves and for the others: our
academic teachers who decide to learn as individuals. At the same time, all our team members
seem to have this sort of multiple networks of own professional and social roles beyond our
commitment at the institution which intertwine and overlap. Performing them could perfectly
well be called a self-technology application.
Preliminary conclusion: the category of self-technology is valid and two-sided in our
case: team experts, thanks to their constantly growing expertise as educational leaders undergo
authentic self-subjectivation. At the same time, they analogically induce the same in the course
participants and colleagues in the team. Both groups of subjects are encouraged to apply their
self-technologies. This authenticity has a lot to do with responsibility and not, as I try to argue
below, with Foucauldian responsiblisation.
Responsibilisation vs Self-esteem
Why does responsiblisation not exactly match the praxeological context of teacher professional
development of teacher educators at the University of Gdansk? First, due to its imposter-type
characteristics. This construct assumes that neoliberal governance talks people into feeling
responsible as if this was their right and evidence of freedom, whereas it is done to exercise
the power of the free market and avoid institutional/state responsibility over an individual. I
claim to see responsibilisation a bit more literally in the context of our CDDiT team building
and relate it rather to self-esteem issues, which I explain below.
Responsibilisation must be thought of, even etymologically, as referring to
responsibility. However, the tactics of summoning the concept of responsibilisation bear the
signs of discursive oddity. They create - purely discursively to my mind - a social and
psychological impression of rather de-subjectivation and dis-empowerment, and not what
responsibility axiologically and phenomenographically induces. It is true that responsibility as
such MAY have diverse grounds, motives, and shades, but deceptive intention - even if only
discursive - of making a subject only theoretically responsible for their actions (to oneself
and others) resembles manipulation. As it can be justified that this is also a way of performing
power (social or verbal manipulation is in fact aimed at this), why should it be taken as the
only (or main) determinant affecting the actions of individuals? Why not assume that they can
feel a true, sincere responsibility to themselves and others? Some people, especially experts,
even more professionals, will authentically be self-regulating, responsible, and caring for
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themselves and others BECAUSE they simply trust themselves and each other. This must,
however, be concomitant with something the Foucauldian critics called self-esteem. In this case
a positive self-esteem. Self-esteem is also described as a type of technology, as it relates to
some specialized knowledge about how to evaluate, estimate, calculate, measure, evaluate,
discipline, and judge oneself (Rose, 1996, p. 273). In other words, it is knowledge of how to
use our self-technology to manage ourselves to achieve aims that bring satisfaction and
empowerment.
In the case of the CDDiT, I claim that Team members DO feel personally fulfilled and
CAN have high self-esteem based on their so far experiences, studies, feelings, and emotions.
And they ARE professionals who do not have this pressure of being constantly judged and
disciplined to get legitimized to the collective criteria of success or failure, as the Foucauldian
theory presumes. Self-esteem is presented as a technology which leads to a constant selfassessment of whether and if an individual meets the criteria which will free him or her from
external assessment. And yes, in this sense we do self-assess ourselves in our Team. We talk,
do briefings, authorize course programs, discuss the evaluation sheets provided by our course
participants, plan and design the educational initiatives at the university. It might be said that
this is being governed by the "forces of the market” represented here by the group of academic
teachers who attend our courses. They "buy” (not commercially but cognitively) our services,
utensils, clips, or recorded webinars so in a way they are clients, and we are "governed from a
distance” by their satisfaction and attendance. But there is one determining factor that allows
me to say that the CDDiT Team is not aligned with the market technologies in question: the
clients do NOT pay us for their services privately. We as the CDDiT Team are paid by the
institution, i.e. the University. The courses are free for the academicians, and they choose the
"market goods” of their free will. In line with Foucault’s thought they may equally well be said
to be governed by institutional rules of professional development and encouraged to use their
self-technologies to adapt to the collective, or to give up to the drive of elusive selfdevelopment pressure, etc, but whether it is so shall be shown below in research results.
Preliminary conclusion: there is no direct economic connection between services
provided by the Team and an individual teacher as a participant in the Teacher Professional
Development (later referred as TPD or TT) courses offered by the University of Gdańsk. What
consolidates us in the Expert Team are rather: long-term friendship, trust in our expertise,
responsibility, proper self-esteem and set - although not exercised or controlled hierarchically
- principles of work ethics. Salary is there, but it seems not to be the major factor and is
regulated by the institution regardless of the number of participants who attend the
courses. Whether the same principles govern the choices and decisions of teachers who attend
our training courses, can be at least partially verified through quantitative empirical research.
At this point I would like to proceed to the second part of my paper: the one focused on teachers
as recipients of expert knowledge and as learners.
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Results of a quantitative study: academic teachers as recipients of institutional didactic
training
The qualitative analysis of the learning processes within the CDDiT Team, as subjectively
presented above, sheds some light on the perspective of how teacher educators learn in an
institution. The other perspective in focus is that of recipients of professional development
provided by educators: i.e. academic teachers themselves. Hence, below I present the chosen
quantitative empirical research results, based on self-evaluation of the TPD course participants
on many aspects of professional development: their own self-efficacy beliefs, processual
expertise development, or mastering didactic skills and knowledge, just to mention a few.
Research procedure:
An online anonymous questionnaire with 44 closed questions based on the Likert scale
(completely disagree – completely agree), and one voluntary open question (free comments)
was applied. It was run in June 2023 and the targeted sample were all TPD courses participants
at the University of Gdańsk in 2022-2023 (300 formally enrolled) (beyond 1000 incl. webinars
and online courses). The response rate was 39%, n=117. The research aim was to get a
picture of how the participants felt about the growth of their expertise, their self-efficacy as
teachers, their teaching identity evolution (as teachers and scholars), and how they perceived
the role of the institutionally initiated TPD at the University of Gdańsk. For analysis, all 44
questions have been grouped into 4 major conceptual categories and 9 sub-categories.
Figure 1: MAJOR CATEGORIES AND 9 SUBCATEGORIES OF DATA ANALYSIS
As for the metrics, the respondents represented diverse scholarly disciplines: life sciences at
33%, social sciences: at 32%, and humanities: at 30%. One-third have been employed at the
university for 10-20 years, and a similar quotient for 20-30 years. As for the position held at
the university: 41% are assistant professors (PhD, research, and teaching position), and 24% are assistant professors (PhD, teaching position). Gender representation: 87% of women, 12%
of men and 1% did not wish to reveal their gender. 47% of respondents (the majority) attended
1-5 courses in the last 2 years, whereas 38%: 5-10.
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Research results:
FIRST MAJOR CATEGORY OF ANALYSIS: COURSES
Subcategory 1: number and typology of TPD courses
38% of respondents claimed to agree that there were enough diverse courses in the offer, and
27% just agreed. Ca 13% did not agree with that (also completely). This latter percentage gives
something to consider as to how small, in fact, fraction of participants overall is still willing to
have more options at their disposal. Asked about the duration of courses (longer or shorter, one
day or several days), a considerable number of academics were not declarative about this issue
(22%). Participants learned to prefer shorter courses and webinars due to their logistic
flexibility (ca 64%), but still 13% would not agree with this. Almost half do not agree that
longer courses are their favorite, even if they focus on reconstructing their approach to didactics
and teaching identity. Participants in the definite majority were satisfied with the topics of
courses, and 84% agreed as to whether the topics matched their needs. As for courses always
meeting their expectations though, still ca 10% disagreed.
Preliminary conclusions: academic teachers know the importance of raising their
didactic awareness and developing their didactic skills, but they tend to prefer practical
methodological tools and solutions instead of more time-consuming, processual teaching
identity transformation.
Subcategory 2: assessment of TPD courses’ value added.
Value added was defined twofold: as conscious knowledge growth being part of building
expertise and as good practice sharing, thus building a community of good practice. The results
showed the following:
A. Knowledge growth as an element of self-development and building expertise.
81% agreed (also completely) that taking the training helped them to expand their professional
knowledge and expertise, thus building their roles as experts. A few percent did not agree that
training does not add up to this aspect of self-development.
B. Good practice sharing as social and community building element.
On the other hand, around 18% of participants did not agree or had no opinion as to whether
sharing and discussing is the top value-added they get in the courses. 83% though, so the
majority, agreed that caring and sharing is good for them.
Preliminary conclusions: it can be stated that a definite majority of respondents
(over 80%) observed the value added of participation in TPD courses, both in terms of
knowledge growth and building a community of practice.
SECOND MAJOR CATEGORY OF ANALYSIS: QUALITY OF SOCIAL
RELATIONS
Subcategory 3: TT courses and relating to students.
20% of respondents claimed it was hard to say whether participation in TPD courses helped
them to develop better relations with students, but 70% agreed, also completely.. At the same
time, only 60%, so comparably many, agreed that training helped them to feel more confident
in assessing students and their achievements. Still one-third remains hesitant about the fact that
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this participation developed their competence in good assessment. Only slightly beyond half
of the respondents (56%) agreed (also completely) that TPD in the form of courses made them
feel more competent in communicating cross-culturally with students of diverse backgrounds.
Also, even fewer believe (45%) that it helped them to develop the skills of diagnosing students’
needs and recognizing their learning styles.
Preliminary conclusion: results within this category provide some clues for the
development of TPD programs in the future. Most academic teachers who participated in TPD
programs assessed positively their new quality of social relations with students, and more than
half felt they raised their competence in assessment. What is still needed is support in
developing their skills in contacting students from diverse cultures and training in diagnostic
skills needed to align their teaching to learning.
Subcategory 4: TT courses and relating to the academic community.
Only several percent of respondents agree with the statement that “Thanks to training sessions
I feel more secure and confident in setting relations with colleagues at my faculty.” Similarly,
the same quotient does not agree with this, and 34% cannot say. Only slightly more than this
hesitant group, ca. 40% will claim that thanks to participating in the training sessions they do
feel more comfortable in relating to colleagues, but from other faculties or institutes than
their own.
Preliminary conclusion: this outcome shows that, academicians do not feel that new
acquaintances made during courses reflect better socializing in their institutional settings. If so,
this occurs across faculties. This is not surprising considering the diversity of participants who
usually recruit from different disciplines, faculties, or institutes at the university.
THIRD CATEGORY OF ANALYSIS: TEACHING IDENTITY AND SKILLS
DEVELOPMENT
Subcategory 5. Self-efficacy beliefs (TPD in Didactics) and Subcategory 6. Teaching identity
formation
In subcategory nr 5 questions about the change in perception and value judgments as for the
role of good academic teaching were formulated. Additionally, respondents were asked about
their opinion as to the development of their skills in designing classes and general teaching
skills. Perception of professional didactics as an essential element of quality-based education
in general has evolved: slightly beyond half of the respondents agreed and agreed that they
started to understand and value professional teaching skills, but still one third were hesitant
about it. More than 62% agree that courses have made them change significantly in their
approach to teaching, with 15% not compliant with that. 75%, so significant majority, feel more
confident in designing classes and lectures after participation in TT courses, which shows that
methodological and practical aspects are crucial for participants. Also, 80% of respondents
confirmed that their teaching skills have improved subjectively.
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Subcategory 7. Teaching vs research
Respondents were also asked whether participating in PDT training sessions helps them to
improve combining teaching with their scientific research. 42% of respondents DO NOT
agree (also completely) with the statement. Only 27% agree with that.
Preliminary conclusion: it could be observed that in respondents’ opinion developing
teaching expertise does not relate directly to doing research and popularizing its results through
didactics. This highlights a well-known controversy: publishing and research achievements are
institutionally valued in academia, whereas teaching is not. There seems to be a risky cognitive
gap in this situation. Research may not need good teaching (in some disciplines, as in
Educational Studies this is the core), but good teaching in many fields requires good research.
This correlation needs to be more emphasized in TPD training sessions. This is why the last
category of analysis touches upon this issue as well.
FOURTH MAJOR CATEGORY OF ANALYSIS: TEACHING IN THE
INSTITUTION
Subcategory 8: Me as a teacher in the institution
There were also questions in the questionnaire which tackled the relationship between taking
part in TPD courses and receiving support in redefining the academics’ professional career
path in general. 38% of respondents have no opinion as to whether didactic training helped
them to precise and redefine their professional career path, and a comparable percentage of
respondents agree and disagree. This in a way exemplifies that professional development as
such is still not a vividly present element of university culture. This also shows in one of the
qualitative responses where a respondent remarked: “This question sounds as if I was supposed
to get something from my institution. I do not see it as obvious, but rather when I asked for
something, I got it.”
HE Institution will not be viewed in Poland as a workplace with clearly defined
principles for professional development stages supported by institutional counselling. This may
be tentatively concluded from some other responses to the question of whether providing space
for TPD is an institutional obligation at the university. 82% of respondents agreed, only 1%
disagreed completely, 7% could not declare. At the same time 66% of respondents agree (also
completely) that the institution expects professional development in the teaching area from
them, and for 70% taking courses is a way to meet the institutional demands to develop
professionally in this field. Slightly less, but still beyond half (65%) believe that courses
compensate them for the lack of institutional mentoring about their TPD. A similar quotient
agree that they do not receive this sort of professional support, while not even a half (ca. 43%)
receives informal support in their career path from significant persons. ONLY one-third of the
respondents claims that they feel social safety at work, but on the other hand similar fraction
of 43% believes that their didactic potentials are properly recognized and capitalized at the
university. Many more, however, 75%, so three fours, agree and agree completely that they
miss HR management and system of professional recognition and talent capitalization. To
confirm that this expectation has not been satisfied till today, 71% of research respondents
declare they would take the opportunity of receiving academic advising/mentoring if this was
offered institutionally by the university.
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Subcategory 9: motivation in the institution
50% of research respondents find motivation to work in their institution, but the remaining
half either have no opinion (28%) or disagree (22%). At the same time, within the same
target group, 66% gets motivated somewhere else, beyond their workplace. 12% only claim
not to agree with this.
Preliminary conclusion: university policies concerning Teacher Professional
Development seem to be still in the process of development at the University of Gdańsk.
Institutional solutions are in progress, but the opinions as to whether the academic teachers
should expect or whether they do receive them, are still diversified. On the other hand, teachers
present the need space for knowledge and practice sharing, reflecting on their teaching and
learning, and the TT courses open this space for them in the institution. Teachers in the majority
do have the feeling of their potential being recognized, nevertheless they are also strongly
willing to be mentored. Lack of satisfactory mentorial support at the institution reflects in their
conclusions about sources of motivation. More respondents find professional motivation
beyond their direct work environment, as well as they value socializing across institutes and
fields more than within their direct workplace.
Discussion and closing questions
Qualitative analysis and quantitative data collected in the above paper show a complex and
diversified picture of:
The enriching influence of TPD courses run by the CDDiT Expert Team
upon forming a teaching identity in both subject groups: of teacher educators
(mentors, experts) and academic teachers (courses’ participants). This institutional
impact is thus doubled, although the processes in each case seem to be different in
their nature (more identity and expertise-oriented in the case of the Team of
educators, whereas more skills-and-methods-oriented in the case of course
participants).
Evolutionary transformation of a HE institution in response to
dominating paradigms in education and formal demands for Quality Assurance in
the teaching domain: a process that is still in progress and not yet completed but
worth further research, but present in the awareness of all the stakeholders in the
Polish academia.
The generally positive impact of TPD courses offered to the
academicians on building their academic social relations within the university,
especially across disciplines and faculties, although it turns out slightly less
influential upon the development of their skills to relate to students (cross-culturally
in particular).
A growing demand for institutional support provided by mentors and
teacher educators in the context of Teacher Professional Development, career path
and teaching skills included.
Considering the results and analyses collected, some further questions appeared during the
qualitative analysis of the questionnaire (also while analyzing the answers to the open
questions). For example:
87
Why
are
several hours long, identity-forming courses not prioritized by participants (in favor
of shorter webinars), although they valued them in the similar research on
preferences in 2022, while ca. 93% of the then respondents claimed to need
professional didactic courses of any type? (Jendza & Karpińska-Musial, 2022)
Why is research-based teaching and valuing a reciprocal relation
between research and didactics underrepresented among 2023 respondents? This
tendency continues, as also in 2022 the quotient of positive opinions of the
correlation between doing research and teaching went down by 20% when
compared with a decade ago (Jendza & Karpińska-Musiał 2022). How can CDDiT
UG unit and others of the type tackle this problem?
Should the university provide systemic mentoring and in what
dimension and structure?
What to do to raise the level of social safety among academicians? Can
TT courses also support this deficiency? Can it be done only by internal Experts
like the CDDiT Team, or should it be supported by external specialists who deliver
professional knowledge and expertise from targeted areas?
Such questions need to be continuously asked to design further institutional change concerning
teaching quality, self-technology actions undertaken by subjectivized teachers, as well as
institutional policies which are to meet the demands of the academic community not only of
the University of Gdańsk, but across other HE institutions in Poland as well.
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(35), 373–395.
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Publicznych, Warszawa.
Canagarajah, S. (2012). Autoethnography in the study of multilingual writers. Writing Studies
Research in Practice: Methods and Methodologies, 113–124.
Chang, H. (2008). Autoethnography as Method. Taylor & Francis.
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and Political Reason: Liberalism, Neo-Liberalism, and Rationalities of Government. Andrew
Barry, Thomas Osborne & Nikolas Rose (eds.). Chicago, IL: University of Chicago Press, p.
273.
Ellis, C. & Bochner, A.P. (2011). Autoethnography. An Overview. Forum Qualitative Social
Research (36), 273–290.
Jendza, J. & Karpińska-Musiał, B. (2022). Professional identity shifts of academic teachers in
response to recent (g)local critical incidents -preliminary research results. Beyond Philology
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Kacperczyk, A. (2014). Autoetnografia - technika, metoda, nowy paradygmat? O
metodologicznym statusie autoetnografii. Przegląd Socjologii Jakościowej (10), 32–74.
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continuity and change. Parezja. Czasopismo Forum Młodych Pedagogów przy Komitecie
Nauk Pedagogicznych PAN, 79–89.
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Rose, N. (1996). Inventing Our Selves. Cambridge: Cambridge University Press.
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3. THE SITUATION OF NEW TEACHERS IN HUNGARY: THE EXPERIENCE OF
ENGLISH AS A FOREIGN LANGUAGE TEACHER TRAINEES
Francis J. PRESCOTT-PICKUP
Eötvös Loránd University, Department of English Language Pedagogy
School of English and American Studies - Eötvös Loránd University, Hungary
[email protected]
Abstract
This paper reports on ongoing research begun in May 2022 exploring the experience of trainee
English teachers in Hungary. The first phase focused on 13 trainees who did their teaching
practices during the Covid-19 pandemic. One of the findings of that study was that the majority
of the trainee teachers did not see a future career in teaching as being feasible primarily because
of financial considerations, and this obviously has major implications for the future of public
education in Hungary (Prescott-Pickup, 2023).
In the second phase of the research, the aim was to find out how teacher trainees’ experiences
during their training influence their thinking about themselves as teachers and what factors
impact their decision making about their future career paths. The research employed an
ethnographic qualitative design, focusing on teacher life stories, with the data collection taking
place by means of online in-depth interviews using an interview guide (Patton, 2014). 33
trainees were interviewed between mid-June and the beginning of September. The data
analysis, whilst not complete, has yielded several major categories of which two will be
discussed in this paper. The initial findings show that while most of the trainees were successful
in creating teacher selves, despite facing a number of different challenges, less than half of
them intended to teach in public education after obtaining their degree. One reason for this was
the level of pay for beginning teachers, but there were several other factors in their decision,
including the length and difficulty of the training itself.
Key words: teacher training; teacher self; teacher life stories; Covid-19; qualitative research
DOI: 10.21862/atee.2023.07
Introduction
Arguably the most crucial moment in the development of a teacher is when they first
have to take responsibility for a class, when they are the one in sole charge guiding the students
and providing the learning opportunities for them. This formative phase is part of every trainee
teacher’s pre-service training. However, while the development of novice teachers in their first
years has been the object of research for many decades (Bouchard & Hull, 1970, Szivak, 1999,
Veenman, 1984, Zuljan & Požarnik, 2014), less attention has been paid exclusively to the
experience and development of trainee teachers during their period of study in teacher training
institutions. Nevertheless, in the current educational climate where teacher shortages are a
phenomenon in many countries around the world (Nguyen et al., 2022) and in the majority of
countries in Europe (European Commission/EACEA/Eurydice, 2021), there is an obvious
90
urgency in finding out what is going on during arguably the most important stage of young
teachers’ lives, their first classroom experiences while completing their initial training.
The present research seeks to explore the experience of trainee teachers in Hungary at
a particularly difficult time in the public education system. There has been a serious and
growing problem with teacher shortages in many subjects (Juhász, 2021) and a concomitant
aging of the teaching workforce (Eurydice, 2023). Moreover, the recent Covid-19 pandemic
and the two nationwide lockdowns of public schools in March 2020 and November 2020, laid
bare the stark inequalities between different parts of the country in terms of both basic income
and employment as well as access to digital technology and the web (Huszti, 2020, UNICEF,
2020). It also revealed that full-time teachers were ill equipped to deal with teaching online
and that the general digital literacy of the country lagged behind other EU members (Czifra et
al., 2021). This inequality and lack of preparedness was also clearly shown by the experiences
of teacher trainees teaching during the lockdowns in schools in different parts of the country
in the first phase of the present research (Prescott-Pickup, 2023). In several cases it was the
trainees who were helping the full-time teachers to manage the sudden switch to remote
learning and to work out how to teach effectively online.
One further important phenomenon affecting the public education system which
impacts trainee teachers is the ongoing dispute between full-time teachers and teaching unions
with the Hungarian government over pay and working conditions, which has been exacerbated
over the summer by the passing of the so-called Status Law by the government, changing the
legal status of teachers from public servants to public employees and affecting their rights and
working conditions (Magyar Közlöny, 2023, July 6; TASZ, 2023). The trainees in this study
were all well aware of this development and many of them commented on the visible effect it
was having on the teachers in their schools.
Given the current situation in public education in Hungary, the perspectives of trainee
teachers and their reactions to the wider context are of great importance. The present research
uses the concept of teacher life stories to examine how trainee teachers regard their long
training and their formative experiences during their teaching practices, and how this affects
their thinking about their future. This approach was inspired by an earlier study of early career
teachers of English as a Foreign Language in Poland during the mid-1990s (Johnston, 1997).
Methods and Procedures
The participants of this study were all recently graduated teacher trainees or trainees in
the process of completing their graduation at the end of their six-year training. For most of
them their studies began in 2017 and in their fifth and sixth years they had done two teaching
practices, a short teaching practice (STP) in their fifth year at a practice school affiliated to the
university lasting a few weeks in which they taught 15 classes, and a long teaching practice
(LTP) in a non-practice school (usually) lasting a whole academic year in their sixth year.
During their training the trainees studied and taught two subjects, one of which was English as
a Foreign Language (EFL). The researcher works in the Department of English Language
Pedagogy at the university the research was done in, which is why all of the participants were
English language trainees. English is also the most common foreign language taught in
Hungarian high schools.
The participants were found by writing to the entire cohort of graduating trainee EFL
teachers in May 2023. All 132 students doing their final exams were sent an email seeking their
agreement to participate in return for the offer of professional help in the future if and when
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requested. In addition to this, several other teacher training programmes in Hungary were
contacted and a similar email was sent to their graduating students. However, only a single
student responded from one of these programmes, so the great majority of the interviewees
came from the researcher’s own institution.
Altogether, 33 graduating teacher trainees agreed to do an interview. All but one of the
interviews was done using Microsoft Teams (the other one was done face to face and recorded
on a smartphone). For the interviews done on Teams an automatic transcription was produced
as the interview was recorded (each interviewee was asked for permission to make a video
recording on Teams). A smartphone recording was also made as a failsafe. The transcriptions
were ‘cleaned up’ to produce an easily readable form and checked for accuracy against the
video recording (this work is still ongoing). Altogether, the transcriptions for the 33 interviews
come to over 200,000 words and over 27 hours of recordings. The interviews began in the
middle of June and continued throughout the summer. The 33rd interview took place on 7
September.
An interview guide (Patton, 2014) was used for the interviews which was divided into
five sections: a short introductory part, followed by a question asking them to tell the story of
their life as a teacher trainee up until the present time. Further prompts were used to explore
aspects of their story if necessary. This was followed up by questions probing various aspects
of their training but particularly their short and long teaching practices. The final parts of the
interview guide addressed the future intentions of the interviewees and their feelings about the
Hungarian education system and the status of teachers within it. The guide was not used rigidly
but as a flexible basis for constructing the interviews, but all participants were asked the central
question about their life story.
Data analysis is still ongoing and in the first phase of analysis open coding of several
interviews was followed by more focused coding and then “themeing the data categorically”
to gain a broad understanding of the most strongly emerging themes (Saldaña, 2021, p. 259).
Several major categories and many subcategories were formed of which the two most central
to the research aims will be discussed in the next section. In the discussion, data extracts are
coded by the teacher trainee (TT) and the number of their interview (1-33) as well as the page
of the interview transcript.
Results and Discussion
In a short paper such as this it was only possible to explore a small part of the data in
any depth, and for this reason I will focus on only two of the main categories which are central
to the question of the trainees’ view of themselves as teachers and their decision making about
their future career. The first category, the formation of a teacher self, addresses this question
directly because it explores to what degree the trainee has been able to successfully construct
a teacher self (a term taken from the interviews) for themselves and the challenges they have
had to face while doing so. The second category, inhibiting factors on trainees’ decision
making, looks at those factors the trainees talked about which exert a kind of “drag” or
inhibiting effect on their decision whether or not to enter the profession that they have trained
for. In both cases these categories are complex and involve several subcategories, and to some
extent they overlap.
I will deal with each category in turn, but before doing that, it will be helpful to have
an overview of what the trainees’ intentions were at the time of their graduation regarding their
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future career paths. In Table 1 below, the 33 trainees have been categorized into four groups
depending on their stated plans at the time of the interviews. The first two groups include those
who will actually enter public education as a teacher, even if just for a year or two, and the
other two groups include those who will not enter public education but may continue teaching
privately (group 3).
Table 1
The future plans of the participants
Group 1: Will teach in
public education for
several years (3 or
more)
Group 2: Will teach in
public education for
the next year at least
Group 3: Will not
teach
in
public
education but will
teach privately
Group 4: Will not do
any teaching – will do
something else
TT3
TT10
TT30
TT1
TT4
TT5 (part time)
TT6
TT7
TT9 (part time)
TT12 (part time)
TT15
TT18
TT25
TT27 (part time)
TT33
TT8
TT13
TT16
TT17
TT19
TT21
TT23
TT29
TT31
TT2
TT11
TT14
TT20
TT22
TT24
TT26
TT28
TT32
Note Each teacher trainee (TT) is identified by the order in which they were interviewed.
The formation of a teacher self
What is immediately apparent when looking at the trainees’ sense of themselves as
teachers is that despite experiencing many challenges and setbacks, in nearly every case the
trainees eventually experienced success in their teaching practices and were able to form an
effective teacher identity for themselves, at least in one of their subjects if not both. All the
participants were able to talk about themselves as teachers in the classroom and explain their
core beliefs.
Interestingly, nearly all the trainees spoke about their relationship with their students as
being a central point in their teaching philosophy and the strength of this connection was often
shown by their students’ responses at the end of their teaching practice, with several trainees
telling anecdotes about their students giving them presents or asking them not to leave: “They
were like begging. They were like crying and I cannot, I cannot do it. So I know that they feel
that all of their teachers are leaving” (TT10, p. 19).
The sense of an effective teacher self tended to emerge much more strongly during the
LTP, perhaps not surprisingly. Several trainees commented on this:
I got the basics and like the theoretical knowledge from the first five years of my
university studies. But then I also gained significant experience during this one year [of
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the LTP]. And all of this combined together, I would say is something that has definitely
changed my view on teaching, and it has definitely improved my view, and, and the way
I'm going to go into teaching (TT1, p.3).
Teacher Trainee 11 spoke of the LTP as being “a huge turning point” (p. 2) for her because she
had to teach learners who were younger than she wanted: “I had to start with a group of students
who were around the age of 13 and 12, and that was a very good experience. They enjoyed
everything that I brought in the class, so that was the turning point” (TT11, p2). Trainee 15
spoke of the experience of doing her LTP in her old high school directing her back to teaching
after earlier having thought she would not teach:
I started teaching in my old high school or in my high school. And then I felt that maybe
this is the place where I feel like home. I mean, not just the hometown, but also the
atmosphere of the school and the colleagues and the whole thing. So, it was another turn
point, and it directed me back to the teacher job, or the profession. (TT15, p.3)
For Trainee 25 the LTP was “transitional in that sense that before I really felt like a student
still. And today I feel like I'm, I'm ready to be a teacher or I'm already partly on the way to be
a real teacher” (p. 1). Sometimes, however, this feeling of making the transition from student
to teacher came during the trainees’ STP. In the case of Trainee 13, her STP in English came
after her practice in her other subject and she had already made a lot of progress: “It was a lot,
a lot easier we can say. We knew the system by then. I knew what is expected from me, so it
went too, so efficiently and very quickly” (TT13, p. 5).
However, other trainees found it challenging to teach English in the official practice
schools mainly because of the familiarity of the pupils there with trainee teachers. Trainee 4
explained this well:
I felt like they were kind of used to having teacher trainees, because of course it’s a
training school, so it was nothing, nothing real for them. But I did feel that was sometimes
a negative thing because they didn’t really, I felt like they didn’t take me as seriously as
if I was going to a school where they don’t get a teacher trainee every single semester
from every single subject. (TT4, p. 7)
In some cases, trainees were even corrected and received advice from pupils in training schools,
something reported by TT2:
The students were, they were like strict. They were strict with me too, and I felt like I
wasn't, I couldn't make any mistakes. And once I did, they started correcting me. And I
know I, like everyone can make mistakes, but it was really weird to be corrected by the
students. (TT2, p.5)
It was no surprise that this experience combined with the often-mentioned fact that the trainees
were not much older than their students could cause the trainees to question their role as
teachers in their first practice classes: “So, it’s like they are bit younger, but I, I don’t feel like
a teacher, like an older teacher, but… So the age gap is, is weird” (TT2, p. 5).
Another challenge to the formation of a successful teacher self which was experienced
by many of the trainees was the realization that their language proficiency was not good enough
for them to be teachers of that language, itself perhaps an indication of the existing weaknesses
in the public education system. As we have already seen, when trainees started their STP in
practice schools, this lack of language proficiency put some of them at risk of having their own
94
language use critiqued by their students, but the realization that their language level was
inadequate occurred much earlier in their studies in several cases:
So yeah, and then I came to [university] and it was a big punch in my face because I
realized that I don’t know English. […] I learned it for years, but I missed two years in
high school because, I mean, we learned English for three years and then German. (TT24,
p. 3)
Trainee 24 was committed to improving her language proficiency and took and passed a C1
exam privately because she wasn’t satisfied with the oral online C1 exam at the university
(during the Covid-19 lockdown). She saw her struggles as actually helping her to help her
students: “I think these weaknesses can help to, so to be like, how can I say, so to help others
better. Because I know the difficulties” (TT24, p. 4).
Even for trainee teachers who experienced great success, language proficiency could
be a problem. Trainee 33 won an award at the end of her LTP for being an outstanding trainee
teacher, but like others when she began her studies at university, she felt she was not good
enough: “So I felt like that in these English practice courses, everybody was better in English
than me, more fluent, or knew or had more bigger vocabulary” (TT33, p. 3). It was only when
she was in her third year that she began to feel more confident:
I think in the third year I really started to improve, and I mean not just because I practiced
at home, but I felt like that, that I had a lot of lessons in English. I started to feel that I'm
gonna, I'm gonna be good enough, and I'm gonna be fluent enough to be a teacher to
teach students, because at the beginning I was really unsure about that. (TT33, p. 3)
In the end, even the trainees who experienced problems with their language proficiency
were able to negotiate the challenge and find an effective teacher self during their LTP. In only
two cases did trainees mention their language level as the reason for deciding not to be a
teacher. Trainee 20 said that “in the end, I decided that I'm not going to be a teacher because I
don't think I’m qualified enough to become a teacher in that level of English” (TT20, p. 5). Her
case was complicated by having caught Covid twice during her STP and having experienced
memory problems. In the case of Trainee 21, while she gave several other reasons for deciding
not to go into public education as an English teacher, her own lack of confidence in the
language was a key factor. As a teacher of Music, however, she had been successful and was
going to teach in a private school: “So basically, I’m going to teach Music. I have some English
courses, but I don’t really like teaching English because I am, as I said, I am not confident with
that” (TT21, p. 7).
Before moving on to the second main category, there is one other trainee who should
be mentioned because of his difficulty with creating a successful teacher self. In his case the
challenge was not to do with his language proficiency but rather with his attitude to authority.
Similarly to several of the other trainees, his mother was a teacher (altogether 11 of the trainees
had a parent or a close family member who was a teacher), but his first choice at university had
been to do a liberal arts degree and he had only switched to the teaching track after a year
because he realized “if you only start literature, that’s not gonna give you lots of possibilities”
(TT26, p. 5). Although he had been successful in his teaching practices, particularly in his LTP,
he struggled to find an identity for himself as an authority figure: “The thing is that I couldn’t
work with this teacher persona and basically it’s been with me all my life. Even in my current
job, it’s, I cannot, my mind just cannot process authority and differences between people”
(TT26, pp. 9-10). And yet he received the highest possible mark in his LTP and his mentors
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told him to stay a teacher. This issue of dealing with being an authority figure was mentioned
by several of the students but only in his case did it take on such magnitude. At the time of the
interview, although he was working in a completely different job in another country, he had
just applied for a teaching post in a private school.
Inhibiting factors on trainees’ decision making
While the majority of the trainees were eventually successful at creating their teacher
selves in the classroom, more than half of them decided not to pursue a career in full-time
public education (see Table 1), and this included trainees such as trainee 14, who explained
“even though I love teaching and I have become very passionate about it, I would love to
experience other fields as well” (TT14, p. 15), and trainee 22, who “really wanted to become
an English teacher” (TT22, p. 1) but is “really sorry that I cannot” (p. 1). Some of the teachers
will carry on teaching privately alongside other jobs but only three of the trainees plan to be
public school teachers beyond the next year or two. And only one single trainee spoke of
planning to be a career teacher: “Umm, I know it’s strange, but I’m planning to be a teacher
right now. I see like a 99% chance that I will retire from teaching” (TT3, p. 8).
When it came to explaining their decision making, there were several significant
inhibiting factors which were mentioned by many of the trainees, even those who planned to
continue teaching in public education in the short or medium term. The most obvious one was
the insufficient level of pay, which was mentioned by nearly all the trainees. In some cases,
trainees were only able to start a teaching job because they had the use of a flat for a year rent
free (TT12) or because they had a partner who was earning much more than them (TT7).
Trainee 4 was going to continue at her LTP school but was planning to have a family and was
unsure if the pay would be enough. Trainees also spoke of the pay as being “really
disrespectful” (TT4, p. 15), “a bit disrespectful […] and also it can be humiliating” (TT26, p.
18), and Trainee 27 went even further: “You can’t even pay rent and they haven’t talked about
the other payments that you have to make, like it’s just so disrespectful and disgusting to me”
(TT27, p. 18).
However, the question of pay, while significant, was by no means the only inhibiting
factor. Another commonly mentioned phenomenon was the length and difficulty of the training
and the stress and anxiety associated with it. The following comment sums up the feelings of
relief that many trainees expressed after having completed their degree:
I cannot believe that it’s finally over because it has been six years, and I remember when
I signed the document that […] I would finish in 2023 and it was 2017 back then. It just
looked so unbelievably, unbelievably far away, and I just wasn’t sure it would ever get
here. (TT22, p. 1)
Stories of burnout and fellow students dropping out were mentioned by several of the trainees.
Trainee 19 spoke of two thirds of his close friend group experiencing burnout and he said that
his own final year “nearly broke me” (p. 13). Trainee 30 was part of a tightly knit group of
seven trainees with the same two subjects “and this year only four of us have made it to the
end” (TT30, p. 4). Several trainees mentioned experiencing problems with their mental health
at particularly difficult junctures in their studies. Trainee 26 and Trainee 30 both spoke about
experiencing anxiety and having mental health issues during their training, and Trainee 32
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experienced high anxiety levels and low confidence after the pandemic lockdowns: “I'm just,
I’m always worrying about something and I think isolation during the pandemic really
heightened this anxiety and especially my social anxiety” (TT32, p. 5). She felt it “really
influenced my short-term teaching practices” (p. 3).
Two other important factors that significantly affected the trainees’ thinking about their
future plans were closely interlinked. One was the current status of the education system,
something that was mentioned by all of the trainees to some degree and often in a very negative
way: “If I was to use a metaphor, I would say a sinking ship, with huge, huge problems. […]
Changes must come. Honestly. Huge changes” (TT13, p.12); “I don’t think that the educational
system is going to change because it’s so broken. It should be built up from the small little bits”
(TT20, p. 29); “I feel like teachers are now the violinists on the Titanic like, like it’s sinking
and they are still playing the violin” (TT22, p. 9); “Catastrophic, I think. Even if […] there
were some major changes in the positive direction right now, I think it would take […] a long
time until we could experience any positive effects of a better education” (TT25, p. 18). Several
trainees (TT13, TT20, TT23, TT24), gave the new status law as a reason for deciding not to
enter public education, and Trainee 27 gave it as the reason she was only going to teach parttime in a public school. Even when they have decided to continue as public-school teachers,
trainees are well aware of the problems with the system: “I know that it’s kind of hopeless now,
but I still, I still feel like I, yeah, I just can’t stop doing this” (TT30, p. 26). Trainee 33 used the
same adjective to describe how she felt:
I feel a bit hopeless because I feel like that anything bad can happen from one day to
another. So they can make a decision that could affect me really badly and I have no time
to even prepare or think about it. (TT33, p. 11)
Connected to the status of the education system, the negative public view of teachers was
also something that many teachers mentioned. Trainee 23 put this very strongly: “Teachers are
like a doormat to society. No one respects them and it’s visible in all the aspects of teaching”
(TT23, p. 8). Teachers being seen as not working hard was also mentioned: “most of the people,
especially in Hungary, they believe that teachers are spoiled and because of the summer
vacation, which we don’t have actually because everybody works during the summer,
obviously because we need the money” (TT29, p. 11). Trainee 31 made much the same point:
…and some parents only see it, ‘Yeah, lucky teachers, they have a whole summer holiday
and they don’t have to work and they get paid.’ And they don’t work long hours and, and
well, yeah, that’s true that we don’t go to the school at midnight preparing for a lesson
for the next day, and this is what they don’t see. (TT31, p. 15)
Parents were also mentioned as both attacking and supporting teachers:
So I think there are two sides, or two groups […] some parents really support teachers,
and they realize their importance, and they know that we need to change this situation.
[…] But there is another group, and they can’t realize this problem. They think it's still
good and also the propaganda […] and they, they hate teachers. They just see teachers
who are on vacation in July and who are always crying because they don’t have enough
money. (TT24, pp. 15-16)
The trainees were also aware of the way teachers were attacked on social media: “I sometimes
read some of the comments on social media about the teachers. And ohh, I can get really angry
from time to time” (TT30, p. 27). One other way in which the general negative view of teachers
was apparent was in the cases of those trainees whose family or friends tried to dissuade them
97
from becoming a teacher or expressed incredulity at the idea. In one or two cases it was even
their own teachers who attempted to put them off:
When I graduated from primary school, she was like begging me not to be a teacher. She
was suggesting other ideas, like, “Please don’t, it’s really hard. It’s, it’s not worth it.
Please don’t be a teacher. Please do something else. You have so many opportunities
nowadays, please do something else. (TT10, p. 3)
The fact that all of these inhibiting factors were mentioned by so many of the trainees is
an indication of the impact which they are having, an impact which means the extremely long
and intensive training which is intended to produce novice teachers capable of shaping the
future of education in the country is falling woefully short of its aim.
Conclusions
While it has only been possible to discuss a small part of the outcomes of the study,
certain conclusions can still be drawn. The fact that out of a representative sample of the cohort
of graduating trainees from the biggest teacher training programme in the country, so few
graduate teachers are likely to remain in public education beyond a year or two is a reason for
great concern, particularly in a country where there is an ever-growing shortage of teachers
and where the average age of teachers in many schools is high. Moreover, in order for education
systems to be able to exploit new technology effectively, especially in view of the rapid rise of
AI and its implications for learning in all areas, it is imperative that there is a constant stream
of new teachers. Zancajo et al. (2022) in their report on the response of European education
systems to the pandemic, identify teacher development and wellbeing as a key area.
The need for new teachers and the new ideas they bring was graphically underlined by
Trainee 4’s account of her LTP mentor’s reaction when observing the very different approach
of her trainee to dealing with the pupils’ sometimes high energy levels:
My mentor got it completely and she was very excited about it. And she was like, oh,
this is why we need new teachers to take over. Because I’m old and I don't wanna do this
anymore. And you still want to do this. (TT4, p. 11)
Her mentor was one year away from retirement.
If teacher training programmes in Hungary, and perhaps elsewhere, are to be more than just
production lines for disaffected trainees, most of whom will not go into teaching or may just
pass briefly through the public education system rather than re-energising and transforming it,
then radical changes are needed both to the structure of the education system, including how
new teachers are trained, but also to the image of teaching as a profession. And that will need
to come from the top.
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INCLUSION, EQUITY AND DIVERSITY IN
TEACHER EDUCATION
101
1. DISRUPTING THE MASTER NARRATIVE: A METHODOLOGICAL EXPLORATION
OF EDUCATIONAL RESEARCH FOR SOCIAL JUSTICE
Monique LEIJGRAAF
University of Applied Sciences IPABO Amsterdam / Alkmaar, Netherlands
[email protected]
Abstract
As researchers, we are often hardly aware of the influence that generally accepted
perceptions and beliefs about proper research have on our research practices. Criteria like
generalisability and objectivity are rarely questioned, and can be considered part of the
methodological master narrative we all live with. This methodological master narrative is
very powerful: it excludes both groups of people and forms of knowledge by defining what
may pass for scientific research and what may not; what is true and real knowledge and what
is not; what the role of the researcher and the so-called participants may be. In this way,
dominant methodologies privilege certain ideas, experiences and groups of people while
silencing other(s).
Therefore, this paper explores ‘methodological counternarratives’ that seek to do justice to
marginalized voices in teacher education. In this exploration, we are informed and inspired
by a form of research that explicitly addresses power and power relations: critical
autoethnography (CAE). Critical autoethnographers acknowledge the inevitable privileges
they experience alongside marginalization, and take responsibility for their subjective gaze
through reflexivity. This form of research is expressly aimed at disrupting the dominant
narrative and promoting social justice.
After an outline of what can be understood by CAE, this paper describes some concrete
examples from our own research practices as a social justice-oriented education research
group in which forms of CAE have supported us in the choices we made during the research
process. These examples address issues like insider knowledge, stories and storytelling,
positionality and commitment, and personal experiences.
Key words / phrases: Social Justice; Methodology; Critical autoethnography
DOI: 10.21862/atee.2023.08
Disrupting the master narrative: a methodological exploration of educational research
for social justice
Monique Leijgraaf
Introduction
“It’s lovely, but how are you going to make science out of this?!” The people to whom my
colleague Nina Hosseini and I had presented our social justice-focused teacher education
and qualitative research looked at us with confusion. They were impressed by the stories we
had been telling them, but how do you turn stories into academic papers?
102
In another project in which I am actively involved and also participate as a researcher, I
encountered a similar confusion. With concern, one of the partners in the project asked me
about my active participation in the project: wasn't that at odds with my role as a researcher?
As a researcher, wasn’t I supposed to keep my distance?
In the process of supervising the research activities of our undergraduate students, I noticed
that my fellow teacher educators and researchers had various opinions about the narrative
voice students can best choose when writing a research article, with some colleagues
explicitly advising against using the first person (‘I’).
These three small examples all reflect certain ideas and assumptions of what constitutes a
good research project: good research strives for making generalisable statements instead of
telling individual and personal stories; the researcher takes as objective a stance as possible
within the situation being researched; and speaks in publications not from a subjective ‘I’
but from a more objective and distanced third person.
The criteria of generalisability and objectivity expressed in the three examples, could be
complemented by other generally accepted criteria for good research, such as reliability,
reproducibility and validity (Bochner, 2000; Leijgraaf, 2019). Moreover, as researchers, we
are also often faced with established ideas about the form in which our research has to be
represented in academic papers: a good academic paper consists of an introduction,
literature review, method section, findings and discussion (Tony Adams, personal
communication, July 2023).
All these criteria are part of what I would like to call here the methodological master
narrative: academia’s and society’s generally accepted perceptions and beliefs of proper
research methods and practices. In this paper, I want to explore ways in which this
methodological master narrative can be disrupted in order to do more justice to marginalised
voices in teacher education and educational research. More specifically, I want to explore
how a disruption of the methodological master narrative in educational research can be
inspired and informed by a form of research that explicitly addresses power and power
relations: critical autoethnography. This form of research is expressly aimed at disrupting
the dominant narrative and promoting social justice (Boylorn & Orbe, 2021). Before turning
to critical autoethnography, I will first say something about the term master narrative,
counternarratives and my own positionality within social justice-focused educational
research.
Master narrative
The term ‘master narrative’ that I am using here, is derived from the work and thought of
Toni Morrison (1931-2019). In an earlier publication (Leijgraaf, 2022), I introduced this
term with a reference to Toni Morrison's debut novel The bluest eye (first published in
1970). This story is about a black girl named Pecola Breedlove, who discovers that all the
world had agreed “that the blue-eyed, yellow-haired, pink-skinned doll was what every girl
treasured” (Morrison, 2022, p. 18). Pecola is surrounded by a society that appreciates and
privileges blond, blue-eyed children over children who cannot live up to this standard. The
downside of this appreciation of whiteness is that Pecola is constantly regarded as ‘ugly’
because of her dark skin. In an effort to beautify herself, she wishes for blue eyes.
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In an interview with Bill Moyers in 1990, Toni Morrison links Pecola's desire for blue eyes
with the master narrative:
“MORRISON: She [Pecola Breedlove – ML] surrendered completely to the socalled master narrative.
MOYERS: To?
MORRISON: The master narrative, I mean, the whole notion of what is ugliness,
what is worthlessness, what is contempt. She got it from her family, she got it from
school, she got it from the movies, she got it everywhere.
MOYERS: The master narrative. What is — that’s life?
MORRISON: No, it’s white male life. The master narrative is whatever ideological
script that is being imposed by the people in authority on everybody else. The master
fiction. History. It has a certain point of view. So, when these little girls see that the
most prized gift that they can get at Christmastime is this little white doll, that’s the
master narrative speaking. ‘This is beautiful, this is lovely, and you’re not it’”
(Morrison, 1990; 2020, pp. 35-36).
Toni Morrison's choice of words indicates that power plays an important role in the master
narrative. She defines the master narrative as an ideological script imposed on society by
people who have the power to do so. Now, the impression might arise that this imposition
happens very consciously and visibly, but that does not have to be the case. The tricky thing
about the master narrative is that the people who live with the master narrative (whether
they suffer or benefit from it) are barely aware of the existence of the master narrative and
hardly realise the impact the master narrative has on their thinking, feeling and (re)acting.
The master narrative is nowhere explicitly written down, but exists in people's minds and
beliefs and has deep roots in the past.
By defining what is considered ‘normal’ within a society, the master narrative
simultaneously marginalises anyone who diverges from this unspoken norm. The master
narrative marginalises and oppresses groups of people on the basis of, for example,
sexuality, gender, race, skin colour, disability or illness, socio-economic position,
citizenship status, cultural capital, religion, nationality and age. It is important to note that
people usually do not experience (dis)advantage on the basis of one of these mutually
exclusive factors, but on the basis of an intersection of factors such as these (Truth, 2020;
Lorde, 2007; Crenshaw, 1989; hooks, 1994; Wekker, 2016; Collins, 2000; Collins & Bilge,
2020). For instance, Pecola Breedlove experiences disadvantage not only because of her
race, but on the basis of an interplay of at least race, colour, class, gender and sexuality.
At the same time, it should be noted that the master narrative tells ‘monovocal’ stories about
the groups it marginalises: it essentialises and wipes out the complexities and richness of
those groups and engenders stereotyping (Montecinos, 1995 in: Solórzano & Yosso, 2016).
While it privileges Whites, men, abled people, documented citizens, the upper class,
heterosexuals and/or cisgenders by labelling these factors as natural or the norm, it distorts
and silences experiences of marginalised groups. The discourse of the master narrative
pretends to be neutral and objective, but is full of negative stereotypes about, for example,
people of colour, working-class people and/or people living in poverty (Solórzano & Yosso,
2016).
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Counternarratives
An important ‘weapon’ within the battle against the master narrative is formed by
counternarratives. Within international literature, working with or creating counternarratives
is regarded as an important strategy for social justice-oriented teacher education (Hosseini et
al., 2021a; 2021b; in preparation). Counternarratives give shape to the voices that are
systematically oppressed, suppressed and made invisible (Ellison, 1982) by the master
narrative. In Critical Race Theory in particular, counternarratives play an important role
(Delgado & Stefancic, 2023): stories of people whose experiences are not often heard and
that interrupt the dominance of the frequently heard. For instance, Daniel Solórzano and
Tara Yosso define the counternarrative or the counter-story as a method of telling the stories
of racially marginalised people whose experiences are not often told and heard, and consider
telling counternarratives as a form of resistance:
“The counter-story is also a tool for exposing, analyzing, and challenging the
majoritarian stories of racial privilege. Counter-stories can shatter complacency,
challenge the dominant discourse on race, and further the struggle for racial reform.
Yet, counter-stories need not be created only as a direct response to majoritarian
stories. As Ikemoto (1997) reminds us, ‘By responding only to the standard story, we
let it dominate the discourse’ (p. 136). Indeed, within the histories and lives of
people of color, there are numerous unheard counter-stories. Storytelling and
counter-storytelling these experiences can help strengthen traditions of social,
political, and cultural survival and resistance” (Solórzano & Yosso, 2016, p. 32).
Our exploration of the concept of counternarratives can be informed from postcolonial and
decolonising perspectives as well (Young, 2020). For instance, Salman Rushdie coined the
often quoted term ‘writing back’ to refer to postcolonial voices responding by writing back
to the literary canon of the colonial centre. He urges the decolonisation of language and
literature, so that the master narrative no longer dominates the discourse (Rushdie, 1982 –
see also Leijgraaf, 2022).
Unfortunately, we should also note here that counternarratives do not automatically have the
power to destroy the master narrative. For example, Toni Morisson notes in Playing in the
dark, her personal inquiry into the significance of African-Americans in American literature,
that slave narratives (in which unlike the master narrative was not spoken for or of Africans
and their descendants but by them) did not instantly deprive the master narrative of its
power:
“Whatever popularity the slave narratives had – and they influenced abolitionists and
converted antiabolitionists – the slave’s own narrative, while freeing the narrator in
many ways, did not destroy the master narrative. The master narrative could make
any number of adjustments to keep itself intact” (Morrison, 1992, pp. 50-51).
Despite this, counternarratives do have the power to at least disrupt the master narrative.
And therefore they need to be told and listened to; they need a stage.
Methodological master narrative
Research methodologies can also be dominated, unconsciously or not, by a master narrative.
The three examples at the beginning of this paper illustrate, I believe, the extent to which
certain generally accepted beliefs and assumptions about good research unconsciously
influence our thinking about research. The quest for generalizable statements (or perhaps
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even theories) and for objectivity that speak from the examples reveal how positivist views
permeate our conceptions of not only the natural but also social sciences. Besides positivist
traces, numerous colonial pitfalls and dangers lurk on our qualitative research today.
Jennifer Esposito and Venus Evans-Winters (2022) associate the first and traditional period
of qualitative research (1900-1950) with positivist paradigms linked to colonialism:
“The purpose of research was to justify and learn how to colonize better and more
efficiently. Indeed, all research was a colonial project that relied on a deficit notion
of the Other or the Savage (Bishop, 1998; Smith et al., 2002). Research became the
groundwork for reporting and representing this Other and was intimately linked to
the colonial project that sought to dominate and control. As Denzin, Lincoln, and
Smith (2008) argued, ‘as agents of colonial power, Western scientists discovered,
extracted, appropriated, commodified, and distributed knowledge about the
indigenous other’ (p. 5). In no uncertain terms, anthropology was an agent of
Western domination. Falling under the positivist science paradigm, the white
European colonizer anthropologist claimed to offer the scientific world valid,
reliable, and objective firsthand accounts of his experiences in the field” (Esposito &
Evans-Winters, 2022, pp. 8-9).
Jennifer Esposito and Venus Evans-Winters note that residual effects of these positivist
colonial views are still very much present in qualitative research. In the same vein, I would
like to argue that positivism and coloniality (Dzodan, 2019) are part of what may be called
the methodological master narrative. To me (as to others), it is painful that, like society’s
master narrative, this methodological master narrative also reproduces unequal structures
and exclusion: it excludes both groups of people and forms of knowledge by defining what
may pass for scientific research and what may not; what is true and real knowledge and
what is not (Collins, 2000); what may be the role of the researcher and the so-called
participants. Therefore, as far as I am concerned, creating methodological counternarratives
is of great importance.
Positionality and commitment
Before turning to the exploration of critical autoethnography as an inspiration to disrupt the
methodological master narrative in educational research, a few words about my own
positionality and commitment (Morsi, 2022) regarding the master narrative, privilege and
disadvantage. First of all, I acknowledge the privileges I have as a white, highly educated,
documented, abled citizen in the Netherlands. At the same time: I experience certain
disadvantages as well being a woman, being a first generation college student and coming
from a somewhat crazy ‘in-between’ position when it comes to class and socio-economic
status.
Having said this, I feel personally and professionally strongly committed to the struggle for
a more socially just society and (teacher) education. In my work as a researcher and teacher
educator, I hope to contribute to disrupting the master narrative and halting the often
unconscious and unintentional continuation of unequal structures. Especially because of my
privileged position, I want to take responsibility and contribute to ensuring that promoting
social justice is not made the responsibility of those who have been forced into marginalised
positions by our society and education system (Leijgraaf, 2022).
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Critical Auto-Ethno-Graphy
As indicated earlier, in this paper I want to explore how forms of critical autoethnography
(hereafter referred to as CAE) can contribute to breaking the methodological master
narrative in educational research for social justice and creating methodological
counternarratives. To this end, in this section I will first outline what can be understood by
CAE.
Following Tony Adams, Stacy Holman Jones, and Carolyn Ellis (Adams et al., 2022; Tony
Adams, personal communication, June 2023) I will start by unravelling the three
characteristics or activities that are all conditional for a study to be called autoethnographic:
the ‘auto-,’ the ‘-ethno-,’ and the ‘-graphy’. Likewise, I will address the adjective ‘critical’
(Figure one).
Defining critical autoethnography
‘auto-’
‘-ethno-’
‘-graphy’
critical
foregrounds the researcher’s own lived experiences
demonstrates an insider perspective
unlocks access to otherwise unknown experiences and sense making
not objectivity but positionality
tries to avoid the danger of othering people
refers to society, culture, community (including theoretical insights
and existing research)
connects personal experiences (the ‘auto-’) with cultural experiences
and social happenings
values fieldwork (like ethnographers)
art and craft of representation as a core component of research
no ‘objective,’ detached, and all-knowing papers but engaging and
evocative representations
has storytelling at its heart, possibly using composite characters
‘writing as inquiry’
explicitly concerned with power and power relations
putting critical social theory into action through storytelling
aims at promoting social justice
Figure 1: defining critical autoethnography
The ’auto-’ of critical autoethnography
The ‘auto-’ relates to the researcher’s own lived experiences:
“We share intimate and vulnerable experiences that sometimes bring forth shame or
sorrow; experiences and situations that shaped us and these events; and moments that
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motivated joy, confusion, conflict, grief, passion, and possibly trauma. We tell about
these events and feelings to show how we and others with whom we interact might
make sense of a life, disrupt unnecessary silences about uncomfortable issues, and
reveal stories that haven’t been told before (or told well). We hope these stories
challenge institutional and insidious ideas and practices, as well as offer lessons
about making do, getting by, and living our best lives” (Adams et al., 2022, p. 3).
While not all autoethnographic projects should aim to break the dominant narrative (far
from it!), certain personal experiences can be identified that may lead to powerful
counternarratives. For example, experiences of people who are not or ‘mono-vocally’ and
stereotypically represented in existing research. Especially when the researcher can
demonstrate an insider perspective on a marginalised situation, that researcher can unlock
access to experiences and sense making that would otherwise remain unknown (loosely
based on personal communication with Tony Adams, July 2023).
By foregrounding the researcher’s personal experiences and reflections, autoethnographic
studies break with the positivist’s and colonial strive for objectivity: “There is no ‘neutral’
or ‘objective’ stance from which to view human social phenomena” (Poulos, 2013, p. 39).
By making the researcher’s experience central and crucial to the research, autoethnography
chooses a radically different path on which the researcher’s positionality is not only
accepted but also embraced and required (Adams et al., 2022). This embracing of our
positionality, however, can reveal that we sometimes cannot escape the oppressive aspects
that our positionality entails. Whether we like it or not: we sometimes do conform to
oppressive processes as a researcher. György Mészáros argues for openness and
transparencies in case of inevitable conformation with oppressive structures:
“Conforming is not totally avoidable, and we cannot get rid of our socioeconomic
conditions and situatedness. What we can do is to make this conforming visible.
With our reflective writing, we can unmask and denounce the exploitative and
oppressive processes we conform to, and at least in this way we may contribute to
the struggle against them” (Mészáros, 2015, p. 718).
This autoethnographic path also (thankfully) complicates the pitfall of doing research for
‘others’ and thereby othering people: in autoethnographic research, the researchers are
always part of what is being researched, and there is always something at stake for the
researchers themselves. Especially from a social justice perspective, this is a very important
premise. Doing research for ‘others’ entails that the researcher would be the outsider
analysing the lives of ‘others’ (cf. Toni Morrison’s remark that the master narrative speaks
for or of marginalized people) in order to tell those ‘others’ from a so called objective
outsider position what would be better for them. But emancipation or liberation is not
something that someone (being an academic or not) can realize for ‘others’: emancipation or
liberation can only be realized by people themselves, with each other. Therefore, social
justice-oriented educational researchers can never function as ‘objective outsiders’ who
mine and analyse ‘other’ people’s experiences in order to show them their path to
emancipation. Instead, together with the research participants, the researchers (try to) find,
create and walk together the path to emancipation and liberation. By making their own
experiences a core element of their research and embracing at least a partial insider
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perspective (like autoethnographers do), educational researchers for social justice include
themselves in the practices being explored and challenged.
The ’-ethno-’ of critical autoethnography
It is a misunderstanding to think that the mere use of personal experiences automatically
makes a project an autoethnographic project. Autoethnographers tell their personal stories to
describe and also critique cultural life, expectations, beliefs, practices, values and identities.
That is the ‘-ethno-’ part of autoethnography (Adams et al., 2022). The ‘-ethno-’ refers to
culture, society, community groups, cultural life, and patterns of behaviour. This is the part
that pushes the researchers outside of and beyond themselves (Adams & Herrmann, 2023).
To put it differently, the ‘-ethno-’ is the component where the culture (including theoretical
insights and existing research) and the personal (the ‘auto-’) connect:
“At its core, autoethnography embraces how personal experience is infused with
cultural norms and expectations, and autoethnographers engage in rigorous selfrefection – often referred to as ‘reflexivity’ – in order to identify and interrogate the
intersections between self and social life. (…) [A]utoethnography brings together the
personal and the cultural. If a project does not engage ethnographic techniques, ask
questions of culture, and/or provide an understanding of social life, then the project
may not fit the definition of autoethnography” (Adams et al., 2022, p. 3).
Like ethnographers, autoethnographers value fieldwork: taking fieldnotes in natural settings,
conducting formal or informal interviews, including unsolicited and informal conversations
with others and other everyday experiences, doing archival research, engaging extant
theories and research as well as popular cultural artifacts (like movies, novels, news reports,
social media), et cetera (Adams & Holman Jones, 2018).
It is a false assumption people sometimes have that autoethnographic researchers would be
solely focused on themselves. Whereas Ronald Pelias (2014) refutes the accusation of navelgazing by pointing out that his navel (the ‘auto-’) quickly leads him to other people, the ‘ethno-’ component of CAE (society, culture, community) makes the accusation of navelgazing untenable. Good autoethnography includes the voices of others (Tony Adams,
personal communication, July 2023). As a strong example of this, I would like to mention
Sweetwater (Boylorn, 2017), in which Robin Boylorn gives an autoethnographic account of
black women from the community in the rural South where she grew up as a child, and in
which she connects her own experiences with many of the stories that she learned from her
female family members and other women of the community. As a powerful example of an
autoethnographic project where the included voices of others consist of scholarly works and
researched data, I would like to refer to Shelly Carter’s first person account of a woman
living in an abusive relationship (2002). By dividing the text into two columns (one for
academic discourse [the ‘-ethno-’] and one for the journal she kept during her abusive
relationship [the ‘auto-’]), Sheila Carter literally juxtaposes experiences of abuse against
information derived from research literature. Doing so, she questions the so called
objectivity in scholarship and brings her own voice to what academic research has written
about women in abusive situations.
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The ‘-graphy’ of critical autoethnography
Similar to ethnography, autoethnography includes the art and craft of representation as a
core component of its research:
“In addition to the auto and the ethno, autoethnographers take the craft of
representation— the ‘graphy’— seriously. Good life writing and good ethnography,
both of which comprise the core of autoethnography, offer compelling and insightful
accounts of personal/cultural experience; as authors of successful
texts/performances/digital works, we rarely present ourselves as ‘objective,’
detached, and all- knowing, and we work hard to make engaging and evocative
projects” (Adams et al., 2022, p. 3).
In her paper on writing as inquiry, Laurel Richardson confesses that for 30 years, she has
abandoned countless qualitative studies only half-read, half-scanned because she found the
texts boring and passive voiced (Richardson, 2000). In her search for possible causes for the
boredom of many qualitative studies, she actually stumbles upon a kind of master narrative
that dominates our thinking about research and writing, and which has its roots in the 19th
century. The master narrative namely that, as a researcher, you do not write because you
want to find something out or learn something that you did not know before you wrote it;
but that you start writing only when you know exactly what you want to write and when
your points are carefully organised and outlined. Problematic with this model, in
Richardson’s view, is that it ignores the role of writing as a dynamic, creative process and
that it requires writers/researchers to silence their voice and to consider themselves as
contaminants.
Against this dominant idea, Richardson posits the idea of writing as inquiry and writing as
methodology, an idea taken a step further by Julia Colyar who suggests including a
subsection on the writing process when we describe our methods (Colyar, 2009).
Creating and telling compelling tales can take many forms within CAE, both textual and
non-textual. In the before mentioned book Sweetwater, Robyn Boylorn chose to work with
composite characters, which allowed her “to tell stories without attributing them to
individual women” (Boylorn, 2017, pp. 188-189). She also included poetry into her work.
Apart from textual representations, autoethnographic projects are also presented in forms
such as performance, music, dance, video and film, and photography.
The adjective ‘critical’ in critical autoethnography
The adjective 'critical' indicates that CAE is explicitly concerned with power (relations) and
values marginalised identities, experiences and knowledges:
“[W]here some autoethnographies might provide rich and detailed descriptions of
cultures through the lens of personal experience, critical autoethnographies work to
bring attention to the ways cultures are created and compromised through
institutional, political, social, and interpersonal relations of power. That is, they
focus on how experiences within cultures are enlarged and/ or constrained by
relations of power. Critical autoethnographers view their work as a means of
pointing out the politics of their positioning, explicitly acknowledging the inevitable
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privileges and marginalizations they experience and the ‘responsibility to address
processes of unfairness or injustice within a particular lived domain,’ including the
practices of research itself (Madison, 2012, p. 5)” (Holman Jones, 2018, p. 5).
Critical autoethnographers recognise the privileges they experience alongside
marginalisation and take responsibility for their subjective gaze through reflexivity and their
critical stance towards their intersectional positionings (Boylorn & Orbe, 2021).
Stacy Holman Jones (2018) identifies three interwoven goals of critical autoethnography.
Firstly, the ‘diagnostic’ goal to examine systems that privilege some people and marginalise
others. Secondly, to mobilize and develop explanatory frameworks that critical theory
provides us – like Black feminist thought, queer theory, materialist and new materialist
critiques – by putting that theory into action through storytelling. Thirdly, to build new
knowledge about the social world in order to stimulate new practices. These three goals
demonstrate how forms of CAE are explicitly aimed at identifying and disrupting the master
narrative in order to promote social justice.
A book like Critical Autoethnography – intersecting cultural identities in everyday life,
edited by Robyn Boylorn and Mark Orbe (2021), can be seen as an illustration of the many
forms CAE can take as well as the variety of issues it focuses on. The book approaches CAE
“from multiple perspectives and genres, sometimes incorporating traditional scholarship
with experimental writing techniques, and other times demonstrating a familiarity with
research without explicitly citing it (Ellis & Adams, 2014)” (Boylorn & Orbe, 2021, p. 10).
In the various chapters, the contributing authors address experiences of gender, language,
race, ability, citizenship status, sexuality and/or spirituality situated within larger systems of
power, privilege and oppression.
It should be noted, however, that the above interpretations of the adjective ‘critical’ are not
considered critical enough from critical-Marxist perspectives. György Mészáros for
instance, labels them as ‘soft’ interpretations of critical autoethnography, because they lack
“a systemic, dialectical, materialist analysis” (Mészáros, 2017, p. 90). Therefore, as a
critical-Marxist educational researcher who advocates CAE, he interprets and analyses his
personal experiences in a dialectical, historical materialist way and in doing so demonstrates
that CAE “can be epistemologically positioned in Marxist critical theorizing” (just as
“Marxist research is rewarded by studying subjectivity” in a CAE way) (Mészáros, 2015, p.
720).
Exploring methodological counternarrative(s)
In this final section, I would like to share some considerations and reflections stemming
from our own research practices where we have been informed and inspired by forms of
CAE. I want to do this by describing concrete examples from our research practices in
which forms of CAE have supported us in the choices we have (had) to make during the
research process. I will describe the first five examples in this section; for the remaining
examples, I refer to Figure 2.
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Examples of how our social justice-oriented educational research experiences support and
inspiration from critical autoethnography
#1
Critical autoethnography helps us better unravel our research aim
#2
Critical autoethnography supports us in demonstrating insider knowledge and
limitations within existing research
#3
Critical autoethnography inspires and supports us to value stories and storytelling
#4
Critical autoethnography enables us to take seriously our own funds of knowledge
and identity
#5
Critical autoethnography backs both our break with the strive for objectivity and our
desire to embrace and give clarity about our positionality and commitment as
researchers
#6
Critical autoethnography helps us to take the danger of mining seriously and
supports us in our efforts to avoid using other people’s experiences for our own
benefit
#7
Critical autoethnography supports our commitment to including other people’s
voices in a socially just and ethical way, and avoiding othering the people that
participate in our research
#8
Critical autoethnography has a rich and vivid tradition of asking and discussing
ethical questions that challenge and stimulate our own ethical reflections (for
instance, Carolyne Ellis's reflections on relational ethics [2007])
#9
Critical autoethnography enables us to include unexpected moments, conversations
and experiences we could never prepare for with a formal research protocol
# 10
Critical autoethnography is known for its creative, evocative and accessible forms of
representation, which inspired us, for example, to present our research in the form of
a performance at a Dutch-Flemish conference for teacher educators (Leijgraaf et al.,
2023)
Figure 2: Our social justice-oriented educational research and critical autoethnography
#1: Critical autoethnography helps us better unravel our research aim
As a social justice-oriented education research group, we want to fight structures of
inequality in (teacher) education because of the impact they have on people, especially on
people from marginalized groups. Therefore, much of our research involves exploring ways
in which individuals (including ourselves) respond to and cope with structures of inequality
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in society and in the educational system in which they find themselves. What coping
strategies do people employ when dealing with unequal power relations in (teacher)
education arising from factors such as religion, gender, race, language, class and/or
socioeconomic status? How do people face, handle or fight the master narrative?
From the perspective of CAE, our research aim can be seen as a critical connection between
the ‘-ethno-’ (namely the structures of inequality in [teacher] education and the master
narrative we want to disrupt) and the ‘auto-’ (namely the experiences of both ourselves and
students, [student] teachers, teacher educators, parents and others involved in [teacher]
education). This perspective helps us to better and more consciously unravel our research
aim. For instance, one of my colleagues and co-researchers named Zena Bani was pretty
determined on her research topic: Islamophobia in teacher education. Being a Muslim and a
teacher educator, primary school teacher and former student teacher herself, she is
unfortunately familiar with many situations within (teacher) education that have to be
characterized as Islamophobic. So she knew early on that she wanted to contribute to
creating a stage for such experiences of (student) teachers and to fight the Western master
narrative that in the end equals Muslims with terrorists. As a research group, we were
seeking ways to do that research-wise. CAE helped us to understand this project’s research
aim as a critical connection between the ‘-ethno-’ (namely the Dutch or Western master
narrative about Islam that we want to fight) and the ‘auto-’ (namely Zena’s and other
[student] teachers’ experiences with Islamophobia in [teacher] education). This insight gave
Zena more freedom to design her research project. It made her decide to start by writing
down her own personal experiences as a Muslim in the Netherlands and in the Dutch
education system; to invite other (student) teachers to tell their own stories and experiences
on this topic (the ‘auto-’); and to bring these stories in critical connection with theories,
existing research and popular cultural artifacts that reflect the topic of Islamophobia (the ‘ethno’).
#2: Critical autoethnography supports us in demonstrating insider knowledge and
limitations within existing research
The opportunity CAE offers to contribute to (a) ‘demonstrating insider knowledge’ and (b)
‘demonstrating limitations within existing research or representation’ is another aspect that
makes CAE so valuable and inspiring to our research group. We all have various
experiences of privilege and disadvantage based on, for example, race, skin colour,
disability or illness, socio-economic position, cultural capital, religion, language, nationality,
sexuality, gender and/or age. As indicated earlier, Zena (regrettably) has a lot of insider
knowledge of her research topic: Islamophobia. Existing research, at best, only investigates
Muslims facing experiences of Islamophobia, making this marginalized group the object of
study (speaking for or of them [Morrison, 1992] and making them the Other [Said, 2003]),
whereas Zena envisages stories of Islamophobia being told by (student) teachers (including
herself) who experience it. CAE offers her help and inspiration in this endeavour.
The same can be said for another member of our research group, named Lisanne
Plutschouw, whose work as a researcher and teacher educator focuses on multilingualism.
Being the partner of an Iraqi Arabic-speaking man with whom she raises their children
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multilingually, Lisanne can offer unique, firsthand insights into negative stereotypes about
Arabic languages which dominate Dutch culture and society. Arabic, like most other nonWestern and Eastern European languages, is considered a subtractive second language in the
Netherlands: the language has a lower status in Dutch society than Western second
languages such as English and French. Arabic is thought of as a language that can be of
hardly any value to children, and education professionals gave Lisanne (thereby excluding
her Iraqi Arabic-speaking partner and father of the children) the unsolicited advice not to
raise the children bilingually. These experiences, too, are not adequately represented in
existing research. By valuing the demonstration of insider knowledge, CAE gives Lisanne
the opportunity and freedom to include her own unique experiences in her research project
and in doing so, to fill in gaps in existing research.
#3: Critical autoethnography inspires and supports us to value stories and storytelling
Whereas the methodological master narrative generally values generalizable statements and
theories over individual and personal stories, CAE inspires and supports us to value stories
and storytelling as a core component of our research. It could be argued that CAE rephrases
the question of how to turn stories into academic papers to the question of how to make
stories the heart of your research project.
This appreciation of stories also encourages us to seek inspiration from scholars and
storytellers outside the field of CAE who disrupt the master narrative, like Aminata Cairo
and Chimamanda Ngozi Adichie. Being a scholar and storyteller, Aminata Cairo makes a
case for a storytelling approach to change:
“Storytelling is not always appreciated or taken seriously. We tell stories to children
for entertainment. However, as a part of my heritage, storytelling is also a means to
learn your place in the family and affirm your existence in the world as a whole.
(…)
Those with traditions of storytelling believe that stories touch us and affect us on a
deep level. (…) Stories can stir something deep within us and plant a seed for change
that will sprout when the time is right” (Cairo, 2021, pp. 21-22).
To Aminata Cairo, stories are essential in our pursuit to social justice: stories can stir
something in us; they can make us aware of injustices and they can spur us to action and
change.
This power of stories and storytelling is also at the heart of the TED-talk by the Nigerian
American writer Chimamanda Ngozi Adichie, The danger of the single story:
“Stories matter. Many stories matter. Stories have been used to dispossess and to
malign. But stories can also be used to empower, and to humanize. Stories can break
the dignity of a people. But stories can also repair that broken dignity” (Adichie,
2009).
Restoring the broken dignity of gifted children and their parents in Amsterdam Nieuw-West –
a neighbourhood populated mainly by people from marginalised groups whose families have
a history of migration from non-Western countries – could be seen as the drive of our coresearcher and teacher Fatima El Khattabi. Long before our research group existed, she
started collecting stories told by gifted children and their parents in this neighbourhood. She
herself had also experienced that society assumes that gifted children only live in affluent
neighbourhoods and not in deprived neighbourhoods. She noticed that as a result of this
114
prejudice, gifted children in Amsterdam Nieuw-West were easily labelled with for instance
ADHD, and even put on medication, while the real problem was not properly acknowledged:
these children are not adequately challenged. Because of her aspiration to disrupt this master
narrative about gifted children in neighbourhoods like Amsterdam Nieuw-West, she was very
happy to learn that stories and research do not have to exclude each other. She feels
supported and inspired by CAE and the opportunities it offers to not just take personal
experiences and stories seriously, but also to make them the centre of her research.
#4: Critical autoethnography enables us to take seriously our own funds of knowledge and
identity
The methodological master narrative teaches researchers to make rational choices and
decisions during the research process, increasing the feasibility for other researchers to
replicate the study (including the choices and decisions made during the research process).
During a reflective conversation we had as a research group in the context of Nina Hosseini’s
PhD research, we realized the extent to which this dominant methodological narrative
subconsciously controlled our thinking. We were discussing how our existing knowledge
(books we had read, documentaries we had seen), issues that mattered to us (such as Nina's
housing activism) and people we knew (like Zena’s friend Esther Kamara who became a
crucial co-researcher) had significantly influenced the research process. Initially, we tended
to negatively label this as ‘coincidences’ that weakened the study. But CAE made us realise
that we could also interpret this as the ‘auto-’ being at work in our choices and decisions as
researchers: we were able to design certain research activities because of the books we had
read, documentaries we had seen, activist life we lived and friendships we valued. Thanks to
CAE, we positively relabelled our choices and decisions during the research process as
mobilizing our own funds of knowledge and identity (Moll et al., 1992; Hogg & Volman,
2020).
#5: Critical autoethnography backs both our break with the strive for objectivity and our
desire to embrace and give clarity about our positionality and commitment as researchers
“Twenty-three years ago, I emigrated to the Netherlands as a Canadian. Never was the
difference between my country of birth and my new home greater than when, in 1999,
I saw a museum announce their new exhibition with a large banner bearing the word
‘Eskimos’. Many years earlier, in Canada, I had learned that the term ‘Eskimo’ was
outdated and perhaps even racist. How could it still be in use here in the Netherlands?
I was equally perplexed when I came across the term ‘Indians’ in a textbook [at the
primary school where I worked – ML] (…). Had we not long since moved away from
such erroneous terms?”
These are the opening words of the bachelor thesis by one of the now graduated student
teachers from our research group: Ben McKay. In his thesis, Ben explicitly embraces his
positionality as a Canadian immigrant. That positionality helps him unmask the term
‘Indians’ in the Dutch textbook as Western and colonial and supports his strive to include
indigenous voices in both his research and Dutch teaching practices. Although Ben's
undergraduate thesis does not pretend to be a CAE project, it is fair to say that the break with
115
objectivity and embrace of positionality advocated by CAE has given him the freedom to
make his own Canadian-Dutch experiences part of his research project.
Hopefully, these examples illustrate the extent to which CAE helps us to critically examine
our and other people’s experiences with privilege and disadvantage, which hopefully leads to
a disruption of the master narrative and powerful counternarratives.
With many thanks to my co-researchers. They consented to be called by their own names in
this paper.
Editor’s note: The formatting of the text reflects its content, therefore, it has deliberately been left
different from other articles in this volume.
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2. INCLUSION: HOW CRUCIAL IS TEACHER EDUCATION? SPECIAL TEACHER
EDUCATION AND RECRUITMENT AS NON-TRADITIONAL FACTORS OF
INEQUALITY FOR THE QUALITY OF INCLUSION IN THE ITALIAN CONTEXT
Valerio FERREROa
Department of Philosophy and Education Sciences, University of Turin, Italy
[email protected]
a
Abstract
The role of schools in achieving an ever-higher degree of social justice is internationally
recognised: hence the need to assume equity as a pedagogical horizon of meaning to
improve people’s life trajectories through education. Nevertheless, various inequalities
impact on students’ paths: we propose the category of non-traditional factors of
inequality to understand how school systems and schools create inequalities. We fit into
the international debate on the shortage of specialised special needs teachers; our aim is
to understand how and why special teacher education and recruitment are configured as
non-traditional factors of inequality. Our focus on the Italian context allows us to give a
contextual interpretation of the phenomenon. After an excursus on the legislation in terms
of special teacher education and recruitment, we analyse the results of a study conducted
between February and April 2023 to understand (1) if and why special teacher education
and recruitment can be considered non-traditional factors of inequality that undermine
inclusion quality and (2) what teachers’ and parents’ perspectives on the phenomenon
are. After a data analysis using the Ministry of Education and ISTAT databases, two
asynchronous online focus groups were conducted in two Facebook communities with
parents and teachers. Ministry of Education and ISTAT data confirm that special teacher
education and recruitment are non-traditional factors of inequality; the testimonies
collected in the focus groups also reveal distorting dynamics in terms of equity and
inclusion quality. Therefore, reflection is needed (in Italy but not only) to make special
teacher education and recruitment more effective.
Keywords: school; equity; non-traditional factors of inequality; inclusion; special
teacher education
DOI: 10.21862/atee.2023.09
Introduction
This paper is part of the international debate on the shortage of special needs teachers; in
particular, it explores the issue of special teacher education and recruitment as dynamics that
give rise to this phenomenon. Within the theoretical-conceptual framework of equity in
education, this dynamic is seen as the cause of inequality among students created by school
systems and schools due to national educational policies and the organisation of individual
institutions.
119
Firstly, we develop a theoretical-conceptual framework on equity and social justice in
education, positioning ourselves among the different interpretations of these constructs. Again,
we introduce the interpretative category of non-traditional factors of inequality to place school
systems and schools under investigation and understand how they give rise to inequality
dynamics through the classroom actions of teachers, the governance of individual schools and
national educational policies.
Secondly, we focus on inclusion quality and use the framework developed to read
special teacher education and recruitment as non-traditional factors of inequality. In fact, their
procedural ineffectiveness produces a shortage of specialised special needs teachers at the
international level, with the necessary recourse to non-specialist figures who lack the skills to
be those contextual agents of change to make schools environments fit for the people who live
in them.
Thirdly, we focus on the Italian context: in the face of cutting-edge legislation on
inclusion and well-defined special teacher education and recruitment procedures, problematic
dynamics emerge precisely due to the shortage of special needs teachers. Having investigated
the issue thanks to the literature on the subject, we examine the results of a study conducted in
Italy between February and April 2023: a data analysis conducted thanks to the databases of
the Ministry of Education and ISTAT and two subsequent asynchronous online focus groups
conducted in two Facebook communities with teachers and parents allowed us to understand
if and why special needs teacher education and recruitment are configured as non-traditional
factors of inequality and what the perspectives of the different actors on the issue are.
The focus on the Italian context, besides allowing a contextual reading of the
phenomenon, allows us to elaborate reflections that can be extended to those international
contexts that share similar problems and similar educational policies. The interpretation of the
problem within the theoretical framework of the non-traditional factors of inequality facilitates
us in thematising the issue of the quality of inclusion as a systemic problem.
Theoretical framework
Social justice, equity and inequalities in education
The role of education in achieving an increasing degree of social justice is internationally
recognised (OECD, 2012; UNICEF, 2013; 2021), sometimes even in the form of political
engagement for a more equitable and sustainable future (UN, 2015). It is about building a more
cohesive, democratic and inclusive society in which all are actors in History and active
participants in the participatory processes of citizenship (Adams, 2007; Bell, 2007; Gerwitz,
2006; Griffiths, 2003; Hackman, 2005). Therefore, taking equity as a horizon of pedagogical
meaning becomes unavoidable (Ainscow, 2020a; 2020b; Jurado de Los Santos et al., 2020): it
is necessary to ensure that everyone has an excellent education for the acquisition of the
capabilities to exercise citizenship in terms of active participation in political, social, cultural,
economic life on the local and global levels without diversity turning into inequality (Ferrero,
2023a).
These ideals are shared internationally, but it is difficult to realise them (OECD, 2023;
UNICEF, 2018). Social reproduction (Bourdieu, 1966; Bourdieu & Passeron, 1964; don
Milani, 1967) is still active: in fact, in most cases children replicate their parents’ educational,
professional and personal paths without being able to change their socio-economic and sociocultural status. Parents’ economic situation and educational level are causes of inequality that
120
are external to the school and are considered as classic. However, there is a need to move
beyond this interpretation and focus on the role of school in producing inequalities (Mayabi,
2015; Thompson, 2019), as also affirmed by the ethnography of education (Florio-Ruane,
1989; Gobbo, 2011; Goldring, 2002). Here, we propose the interpretative category of nontraditional factors of inequality, introduced by Ferrer-Esteban (2011) and later deepened by
other studies (Ferrero, 2023b; Granata & Ferrero, 2022; Mincu, 2015), to investigate the action
of school systems and schools in producing inequalities.
Figure 1. Non-traditional factors of inequality (author’s elaboration)
Non-traditional factors of inequality originate due to the organisational culture and
functioning of school systems and schools: they produce disparities between pupils that affect
both different institutions and classes within the same school, depend on everyday educational
practice, individual school governance and national educational policies. Ecological model by
Brofenbrenner (2009) is useful to explain the different level of origin of these dynamics and
the responsibility of school systems in producing disparities between pupils (Figure 1).
The dynamics of inequity can originate at different levels (Boeren, 2016; 2019); reading
the interrelationships between the various spheres is crucial to understand the effect of nontraditional factors of inequality on pupils’ educational pathways (Giddens, 1984). At the microlevel we find inequality dynamics taking shape in the classroom, i.e., in the environment
directly frequented by the student. Then, at the meso-level we have inequalities that originate
at the institutional level. Finally, at the macro-level we have inequalities created by the sociopolitical and cultural system in which the student lives, thanks to educational policies that are
not really oriented towards equity. In particular, here we focus on inclusion by investigating
whether special teacher education and recruitment can be seen as non-traditional factors of
inequality that undermine its quality.
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The role of special teacher
education and recruitment for inclusion quality
Inclusion is not to be understood as a goal achieved once and for all, but as a process that
modifies contexts so that they adhere to the specific needs of the people who experience them
(Gordon-Gould & Hornby, 2023; Hornby, 2014). In this way, we go beyond the logic of
deficiency, which only shows the students’ weaknesses, by thinking in terms of enhancing the
potential of each one. Thus, the special needs teacher is an agent of change and not the assistant
of a single child (EASNIE, 2012); therefore, special teacher education assumes a fundamental
role in promoting this vision of school and this professional habitus in future teachers
(EASNIE, 2020).
Nonetheless, there is an international shortage of specialised special needs teachers
(Payne, 2005; Sutcher et al., 2019; Thornton et al., 2007): this situation produces worsening
effects on the quality of inclusive processes in schools, as inadequately trained people are
employed to modify school contexts with a view to personalisation and valorisation of
everyone's strengths, without focusing on disability or, in general, on what is missing. In
addition, recruitment procedures produce frequent turnover (Bulger et al., 2015; Cooper &
Alvarado, 2006; Guarino et al., 2006; Zascavage et al., 2008), with a negative impact on
educational continuity.
Special teacher education and recruitment can be considered non-traditional factors of
inequality. They originate at the macro-level, but have effects on the organisation of individual
schools (meso-level) and obviously on the school experience of students (micro-level).
Ultimately, they worsen inclusion quality.
The role of special teacher education and recruitment for inclusion quality
Italy is at the forefront in terms of inclusion: since 1977, differential classes for students with
disabilities have been abolished (Ianes et al., 2020; Saloviita & Consegnati, 2019) and the value
of heterogeneity is affirmed as a resource to be designed so that it becomes an educational
resource (Arcangeli et al., 2016; Seitz et al., 2023). Therefore, the special needs teacher is
assigned not to the individual pupil but to the whole class (Anastasiou et al., 2015; Devecchi
et al., 2012) precisely to emphasise that the action is not on the individual but on the context.
From a planning perspective, individualised educational plans (IEPs) are drawn up for
pupils with disabilities, which must relate to class planning (Auer et al., 2023; Bellacicco &
Cappello, 2023; Demo, 2022). For pupils with other special educational needs, individualised
education plans are drawn up to indicate strategies that are successful in ensuring learning,
always in connection with the approaches used for the whole class (Demo, 2022; Ianes &
Demo, 2021).
With respect to special needs teacher education, one becomes a special needs teacher
after attending an annual qualifying course corresponding to 60 ECTs and consisting of
theoretical teachings and workshops in the pedagogical, didactic and psychological areas and
an internship (Amatori et al., 2020; Calvani et al., 2017; De Angelis, 2021). Recruitment differs
for permanent and fixed-term recruitment (Magni, 2019; Magni & Bertagna, 2022). In the first
case, an open competition must be passed. In the second case, there is a ranking list of
specialised people to draw from; once it is exhausted, unspecialised teachers are hired and then
people who apply voluntarily and come from other professional fields. Also to remedy this
situation, there is a compulsory 25-hour course for unspecialised special needs teachers and
curricular teachers in whose class there is a special needs teacher.
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Aims and scope of the study
This exploratory study, conducted between February and April 2023, focuses on the Italian
school system and wants to analyse special teacher education and recruitment to see if they are
non-traditional factors of inequality. It pursues the following aims:
to know what the contractual and training profiles of special needs teachers employed
in Italian schools are;
to understand the effects of the presence of unspecialised special needs teachers in
terms of their effects on inclusion quality;
to investigate the perspective of teachers and managers on this issue.
Methodology and methods
Research questions
In the light of the theoretical framework developed and the objective and aims made explicit
above, this exploratory study aims to answer two research questions:
1.
Can special teacher education and recruitment can be considered nontraditional factors in Italy and why?
2.
What are the perspectives of teachers and parents on this issue?
Methods and tools
This study was conducted using a sequential explanatory mixed method. Firstly, we carried out
a data analysis using the Ministry of Education and ISTAT databases related to the school year
2021/22: this related to the profile of Italian special needs teachers with reference to the
possession of the qualification and the type of contract (fixed-term or permanent).
Secondly, we carried out an asynchronous online focus group (Abrams & Gaiser, 2016)
conducted in two Facebook communities: we asked teachers and parents what their perspective
was on the phenomenon of unspecialised teachers.
Participants
The qualitative part of the study was carried out in two communities within the social network
Facebook. The first community consisted of 71074 users, the second of 82993; people, who
were informed of the use of their interventions for research purposes, were guaranteed
anonymity.
Figure 2. Participants in the asynchronous online focus group
39 people take part in the online focus group in the first community and 31 in the second
one. In this analysis, we consider the most significant responses in terms of content and
adherence to the subject of the question. With respect to the comments included, Figure 2
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illustrates the profiles of the authors with reference to the category they belong to (parents or
teachers); these data were deduced from the content of the comments or from short
conversations conducted with users through the private messaging service made available by
the social network.
The reactions to comments in response to the main post (like, love, hug, ahah, wow,
sigh, grrr) considered here are 160 in the first community and 102 in the second. This is a nonprobabilistic sample of volunteers: users spontaneously participated in the survey and belong
to different age groups and territories. While this may appear to be a limitation since it does
not represent a specific reality, the very exploratory nature of the study justifies the choice: the
ultimate aim is to understand whether the criticalities highlighted in the literature are perceived
as such by the school’s protagonists, so approaching the subject by involving people of
different ages, territories and experiences may prove useful for this purpose, despite the
limitation relating to the small number of responses.
Data analysis
With respect to the qualitative part of the study, the users’ responses, in the form of comments
to the main post, were subjected to a content-informative analysis (Forbes Hallam, 2022;
Stewart & Williams, 2005) that allowed the information obtained to be classified, synthesised
and clarified. The web was understood here as a tool for collecting digital data, i.e., produced
natively by users using the medium.
The reactions of community users to the comments written in response to the post,
expressed through the emoticons provided by Facebook, were then analysed. This is in some
way a relational analysis of the communication flow through which the focus group is
articulated and is useful to understand how much the thoughts expressed are shared.
Results
Special needs teacher in Italy: data by Ministry of Education and ISTAT
Special teacher education and recruitment are two interconnected issues that have
repercussions on students’ pathways: not having an adequate number of specialised teachers
means having to assign many substitutions to staff without specific qualifications and
sometimes not even in possession of the qualification to teach on a common place or subject,
with the impossibility of recruiting on a permanent basis despite the availability of teaching
positions. These dynamics have distorting effects in terms of equity: not all pupils and classes
can count on teachers adequately trained in inclusion and educational continuity becomes a
chimera given the constant turnover.
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Figure 3. Special needs teachers hired on a fixed-term and permanent basis in the 2021/22
school year
Figure 3 shows how structural the shortage of special needs teachers is: compared to
the total number of positions that were available for permanent recruitment, only 8,06% were
used for tenure appointments under an ordinary procedure; 37,22% were given tenure under an
extraordinary procedure: the specialized teachers included in the ranking list for fixed-term
contracts who had obtained an annual employment as special needs teachers could have had a
proposal for permanent recruitment to be finalised at the end of the school year after passing a
test. 54,72% of the positions allocated to tenure were given as annual contracts (from 1 st
September to 31st August) to unspecialised staff or to specialised teachers who chose not to
avail themselves of this possibility. Therefore, tenured special needs teachers are less than half.
It depends both on special teacher education and recruitment and on the professional choices
of individual teachers who sometimes opt for a common or subject position with a fixed-term
or permanent contract, although they can be appointed to a tenure-track position as special
needs teachers.
Figure 4. Teachers on support posts in the 2021/2022 school year between tenured teachers
and teachers hired on fixed-term contracts
125
The structural shortage of special needs teachers is even more evident from Figure 4:
out of the total need, 38,73% are hired on permanent contracts, 61,27% on fixed-term contracts.
Of the non-tenured teachers, 84,84% are employed until 30th June of the school year considered,
15,16% until 31st August; of the positions on 31st August that remained vacant after the fixedterm recruitment procedures, 42,53% are for the recruitment of specialised special needs
teacher, and 57,47% are occupied almost entirely by teachers without qualification.
Figure 5. Possession of specialisation by non-tenured special needs teachers
In essence, most classes with a pupil with disabilities have a non-tenured special needs
teacher; of these, almost 1 in 2 (45.46%) do not have the specialisation (Figure 5). Moreover,
of the total number of tenured and non-tenured support teachers, 1 in 3 does not have the
specialisation (Figure 6). The situation differs in different parts of Italy: while in the North and
the Centre the employment of unspecialised personnel is equivalent to almost half of the total
number of special needs teachers employed on both fixed-term and permanent basis, in the
South it corresponds to only one fifth.
The profiles of unspecialised special needs teachers are different: one part is qualified
to teach on curricular positions, another part consists of people who apply spontaneously. In
the latter case, the profiles are the most diverse, from students not yet included in the official
lists to people without specific (special) teacher education and belonging to other professional
fields; however, there are no official data on the number of positions filled by spontaneous
applicants. The data proposed with respect to fixed-term recruitments only consider contracts
on 30th June and 31st August. Therefore, the presence of unspecialised staff is greater if we
consider all the recruitments related to shorter substitutions of absent staff: a massive recourse
to spontaneous applications is plausible. In the last three school years, the situation seems to
have improved, with a slight decrease of unspecialised special needs teachers.
126
Figure 6. Possession of specialisation by non-tenured special needs teachers
Thus, judging by the numbers, special teacher education and recruitment can be
considered non-traditional factors of inequality.
Asynchronous online focus group
The answers of the users of the two communities touch upon different aspects of the
professionalism of special needs teachers. Structural criticalities emerge on a macro-level, due
to national education policies; there are also difficulties due to the school culture on the
organisational level (meso-level) and classroom life (micro-level).
A significant number of answers focuses on the professional profile of special needs
teachers: a sort of tension emerges between the idea that they can be agents of contextual
change and the still widespread belief that they must be devoted to care activities. It is precisely
for this reason that in many answers the value of special teacher education is somewhat
diminished in favour of a certain vocation that substitute a professional habitus in which
psycho-pedagogic-didactic skills find their place.
Empathy and disposition are natural gifts that are certainly not acquired by specialization;
studies and teacher education are important... But sensitivity, understanding and listening
are more so. Experience counts, not so much what you learn in books. Unspecialized
teachers are welcome if they feel they have the calling (T1C1).
15 likes, 4 loves
Heart is essential in our work (T3C1).
14 likes, 1 love
I am an unqualified teacher. I could choose a curricular position, but I feel more inclined
to be a special need teacher. Specialization is an extra title, experience in the field counts,
and if I don't know something I ask for advice either from specialists or those who have
more experience (T10C1).
4 likes
Many children need emotional and relational support. We don’t just look at teacher
education (T19C1)!
127
5 grrr
It is not teacher education course that gives birth to vocation (T1C2).
7 like, 4 love, 3 hug
There is no teacher education that holds! It all depends on relationships with the boy, with
colleagues, and with management (T5C2).
1 like
You don’t see a good teacher by certifications, including specialization. Teacher education
is useful, but almost everything is done by the person and their being suited for the job
(T17C2).
5 likes, 1 love
In both communities, a part of the teachers maintained that the professional profile of
the special needs teacher is a combination of personal characteristics and vocational aspects
and that specialisation is an accessory requirement. Except in one case, where the emoticons
expressed opposition, in the others there was agreement with the opinions expressed. Actually,
it should be remembered that education, even in adulthood, aims at the cultural and personal
growth of the individual: even aspects mistakenly considered natural or gifted only by some,
such as empathy, openness towards others, and the ability to establish a healthy and fruitful
educational relationship, can be built up and improved thanks to (special) teacher education.
These are fundamental competences that make the special needs teacher an agent of change
who manage personal internal factors to act on complex and sometimes conflicting relational
dynamics: it is necessary to get out of the “logic of the good heart” and “of vocation” so as not
to diminish the value of these essential dimensions of the habitus of the special needs teacher
and of all teachers.
Furthermore, specialising in inclusion means acquiring psycho-pedagogical and
teaching skills that cannot be improvised. This issue is strongly emphasised by other teachers
and parents, who stress the crucial nature of the professional dimension of teachers’ work and
the importance of not giving in to charitable or compensatory visions.
If there is a shortage of nurses and I gave an exam in school hygiene can I send a curriculum
to the hospital below? Today anyone can teach: you disqualify the profession and harm the
kids (P1C1).
6 likes, 2 love
Specialization makes all the difference! The specialized special needs teacher is not only
a plus for the pupil with disabilities but for the whole class: he/she works on the classroom
climate, the relationship, the environment, and everyone benefits. Without the proper
special teacher education, it is impossible to surely be aware of all these variables; we just
assist (T36C1).
9 likes
Specialised special needs teachers were able to experience themselves in a serious
internship by translating skills learned from books into practice and put to the test through
simulations in labs. It doesn’t all end with the special teacher education, but it does give
you a mindset that you are unlikely to have without that kind of education (T2C2).
4 likes, 3 love, 1 hug
Good will is not enough, you need competence and professionalism. Teacher education is
indispensable (T6C2)!
2 likes, 2 loves
You cannot do without education! Instead, we have teachers catapulted overnight into
support. Even with the best good will, they won’t know where to put their hands. We are
talking about doing special education, not baby-sitting (T7C2).
2 likes
128
Specialization is a necessary and priority qualification. When teachers are called from
curriculum or sometimes even cross-graded often we see total inexperience and lack of
educational tools to cope with complex situations (T8C2).
8 likes
As a parent, I note that the right to work of a neurotypical adult is more relevant than the
right to study and inclusion of a child with disabilities (P1C2).
8 likes, 1 sigh
I don’t understand the tolerance for incompetence. Is asking for someone who is capable
in their own work too much to ask? Being disabled puts you in a position to be content
with what passes for you and be thankful as well. Would the same people who are
condescending to teachers without the slightest education be condescending as well if they
were touched by a doctor without any surgical specialty when they are on the table, ready
for surgery? How would they react to being told by the Ministry of Health that
unfortunately there are not enough surgeons (P2C2)?
9 likes
If it is not accompanied by training, goodwill can be disastrous (P5C2)!
1 like
First-time people with no education have been employing as special needs teacher for
years: a disaster on the skin of the most fragile (P9C2).
5 likes, 2 loves
There is disinterest on the issue, it seems that specialization is just a title... Actually, as a
parent, I have seen the difference between educated staff and improvised staff (P6C2)!
9 likes
I have worked as a special needs teacher both without specialization and with: thanks to
special teacher education I have become more aware and intentional in my actions, because
I have increased not only knowledge, but also skills and competencies. [...] Beyond
intentions (even the best ones) a good special needs teacher needs specialization (P13C2).
4 likes
In reply to those who claim that training does not guarantee high quality standards in
terms of inclusion, it is reiterated that specialisation is not a fad but is essential to build a
professional habitus that guarantees a quality educational experience for everyone. It is then
emphasised that the training pathway favours work not only in the psycho-pedagogical and
didactic sphere, but also on the level of emotional, social and relational skills, overcoming the
“logic of good heart” and “of vocation” In addition to the agreement expressed through
emoticons, several distorting effects in terms of equity due to the recruitment of unqualified
teaching staff are given as examples: these are widespread dynamics in many schools that
damage pupils’ educational experience. In fact, a compensatory view of work for inclusion and
the delegation mechanism must be overcome.
Empathy, heart are not enough: I have seen serious mistakes made in absolute good faith
from trivial reinforcement of dysfunctional behavior to something else (T14C1).
5 likes, 1 hug
The first year of primary school they called as special needs teacher a girl who had yet to
graduate and not even to become a teacher. She did more harm than good: my son was
bored and began to have dysfunctional behavior (P2C1).
4 sigh
I have no special teacher education and regretted being employed as special needs teacher:
they assigned me to a boy I can’t handle. [...] For some students there is a need for teachers
trained in difficult behaviors to deal with. For others, regular teachers are fine (P31C1).
3 grrr
129
Last year my son’s special needs teacher (hired after a spontaneous application) was a
disaster from start to finish. My son practically lost a year, now we are catching up (P7C2).
3 likes, 3 hug
The situation appears in all its criticality: users express support for the opinions
expressed and sometimes mark their sentiment in a direction of anger at the unfairness of
students’ daily experience. However, for schools it is impossible to do otherwise: there are few
specialised special needs teachers and a large number of teaching positions have to be filled.
In recent years, this phenomenon has led many people to enter the teaching profession either
thanks to the permanent qualifying value of a qualification obtained many years earlier, without
having updated their education in the meantime, or by applying through spontaneous
applications. Now, there does not seem to be a solution: the places advertised for specialisation
courses are far fewer than the need for teachers, also because it is essential that the number of
eligible candidates is calibrated on the actual sustainability of the universities, so as not to
reduce the quality of the education proposal.
Faced with the shortage of specialized teachers, welcome the presence of unspecialized
ones. I have had both negative and positive experiences with them... I always recommend
specializing: unfortunately, people often give up because they think that once you reach a
certain age you can no longer study or because of the cost and commitment the course
requires (T2C1).
20 likes
Specialists are also few because of the way special teacher education is organized (T4C1).
8 likes
Without unspecialized and teachers hired by resume, pupils would be without teachers.
[...] So, now, non-specialized teachers guarantee, some better and some worse, an essential
service (T6C1).
4 likes
I am specializing. [...] Empathy is important, but heart is not enough... It takes expertise!
We can make a difference for these kids, but we need to be trained (T7C1).
14 likes, 1 love
At the root is a dysfunctional system. Anyone who wants to go into the profession of domentor should be fully educated (T11C1).
13 likes
The problem is the system. How can you blame a temp who tries to bring home bread
because they can’t find anything better? Dignity to the role of the teacher must come first
and foremost from the institution, with adequate contracts and reducing precariousness
(T13C1).
3 likes
At my school, without unspecialised teachers, I would be the only special needs teacher.
The error is in the system (T5C1).
15 likes
When the dry weather is blowing, even the storm is good. Special teacher education is
selective and almost exclusive... But it is essential! This job is not assistance. Recruitment
is also the problem: offering a precarious job is bound to go downhill. Teaching is often a
job for those who cannot find better (T26C1).
7 love, 2 like
The extensive use of unspecialised teachers is considered a necessary evil due to the
structural deficiencies of our school system. Teachers with the specific specialisation are few
and even fewer are hired on a permanent basis; among them, many make a tenure transition
130
every year to curricular positions. The reactions to the comments express agreement with the
thoughts expressed. Schools can only limit the damage by calling spontaneous applicants who
have qualifications similar to those required.
In general, compared to those who took part in the exploratory survey, parents of pupils
with disabilities and specialised special needs teachers recognise the value of the special
teacher education to acquire psycho-pedagogical-didactic skills and work on emotional, social
and relational aspects, not giving in to the common sense according to which the “good heart”
and the “vocation” are sufficient elements to build an effective inclusion and stressing the need
to go beyond delegation mechanisms and compensatory visions. The unspecialised special
needs teachers on the one hand emphasise the personal characteristics relating to the emotionalrelational sphere as the main element of the professional habitus, on the other hand they
highlight the difficulties in accessing specialisation courses due to the few places advertised,
their cost and the commitment required. The curricular teachers express opinions sometimes
adhering to the specialised teachers and parents, sometimes to the unspecialised.
Discussion
This study confirms the critical issues that have emerged in the literature. Special teacher
education and recruitment represent a non-traditional factor of inequality in Italy (Ferrero,
2023c). They originate at a macro-level. At the meso-level, they put schools in a difficult
position to manage professional resources and guarantee inclusion quality. They also have
effects at the micro-level, producing inequalities in students’ school experience.
The shortage of specialised teachers leads to recruitment problems, with few permanent
hires (Boe & Cook, 2006; Brownell & Sindelar, 2016). Many permanent teachers recruited as
specialised teachers switch to curricular teaching after the five-year constraint in Italy, further
reducing the pool of special needs teachers. This situation leads to compensatory dynamics and
delegation mechanisms, disregarding the inclusion project (Cooc, 2019; De Angelis, 2021).
As we have seen, this issue does not only concern Italy but many school systems
internationally. Therefore, it is an international challenge that requires serious reflection
starting from the convergences emerging between school systems (Boe, 2014): we need to
rethink recruitment policies to make them more effective and responsive to the needs of
everyday school life and make special teacher education more accessible. Moreover, it would
be necessary to think about special teacher education not only for special needs teachers, but
for all teachers: in this way, it would be possible to have professionals with both curricular and
special needs teachers’ tasks, avoiding delegation mechanisms and allowing everyone to
acquire those competences to act on contexts and not on individuals, creating capacitating
experiences and settings.
Definitively, the Italian case can be useful for reflections even beyond the boundaries
of the school system under investigation. In fact, it emerges that the shortage of specialised
support teachers produces distorting effects in terms of equity by worsening students' school
experience. Having inadequately educated teachers does not allow for the paradigm shift that
inclusion would require: it acts on the individual and not on the contexts, focusing more on
capabilities that there are and should be developed.
Furthermore, the asynchronous online focus group shows us the phenomenon of
“epistemic bubbles” (Ferrari & Moruzzi, 2020; Nguyen, 2020), i.e., the tendency to confirm
positions in which one recognises oneself also thanks to the algorithms that regulate social
131
networks and propose content in line with what the user has shown interest in or assent to. With
respect to the issue under investigation, it is interesting to note how the tendency to devalue
special teacher education emerges: in the face of a minority who recognise its value and
importance, many give in to a “good-hearted logic” that risks leading to welfare dynamics that
have nothing to do with the vision of inclusion as a process.
Conclusion
Within the reflection on the role of schools for social justice and equity, it is imperative to
focus on inclusion. As they have been conceived up to now, special teacher education and
recruitment are non-traditional factors of inequality (in Italy but not only), since they are
dynamics originating from the organisation of our school system that create inequalities in
pupils’ educational paths.
The numbers of the phenomenon and the perspectives of the school’s protagonists leave
no escape: action must be taken so that what should be the exception (having some
unspecialised teachers as special needs teacher) stops being the rule. It is a work that involves
political actors, universities and school systems: it is crucial to promote the idea of the special
needs teacher as an agent of change who acts on the contexts to improve the educational
experience of all pupils.
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135
3. LEGAL ISSUES OF ROMA INCLUSION IN EDUCATION IN WESTERN BALKAN
COUNTRIES
dr. Heliona MIÇO
Department of Law
Epoka University, Albania
[email protected]
Abstract
Teacher education is a critical component of education systems in Western Balkan countries
as it helps to mitigate social and ethnic differences. The education systems of these countries
have similar structures and are undergoing comparable reforms, all while struggling to ensure
equal opportunities for diverse groups of learners. The Roma community faces several legal
issues concerning education in the Western Balkans, such as discrimination, lack of access to
quality education, language barriers, and poverty. To address these legal issues, it is essential
to enforce laws that protect the rights of Roma children in education, provide resources to
ensure they have access to quality education, and offer sufficient training to teachers to provide
inclusive education without discrimination. While inclusive education is predominantly
supported by international legal frameworks and European policies, achieving it requires a
holistic approach that goes beyond legal norms and also encompasses teacher training. This
paper presents an overview of the legal concerns about teacher education and how it can help
alleviate discrimination against Roma children. The research identifies the problems
encountered in the framework of discrimination faced by Roma children in education and
emphasizes the need for a better legislative and political framework, towards alignment with
European standards. The research is focused on the qualitative aspect by connecting the
findings of various international organizations in education with the legislative aspects and
policies of the Western Balkan countries particularly concerning inclusion and teacher
education. The paper is devoted to the analysis of teacher education for Roma children in
Western Balkan countries, highlighting the common challenges and problems faced by these
nations, in their efforts to achieve more efficient implementation of inclusive education at the
national level.
Keywords: inclusion education, Roma children, Western Balkan countries, discrimination, the
right to education
DOI: 10.21862/atee.2023.10
136
Introduction
Roma communities have been estimated among those most disadvantaged and most subject to
discrimination in the contemporary world (Office of the High Commissioner for Human
Rights, 2000; European Commission, 2014). With an estimated population of 10-12 million in
Europe according to the European Commission, Roma constitute one of the largest minorities
(European Commission, 2012; Harris et al., 2017). In the Western Balkans, there is a count of
1 million Roma people, representing 5.5% of the population of the region (European
Commission, 2017). Despite the place they occupy, they are very often the victims of racism,
discrimination, and social exclusion and live in deep poverty, lacking access to healthcare and
decent housing (Amnesty International, 2011; Bartlett et al., 2011). Moreover, Roma children
are perceived as a particularly disadvantaged group (Farkas, 2007; Avery & Hoxhallari, 2017)
and they frequently suffer from poverty and social exclusion which is both a cause and effect
of their low level of participation and success in education (European Union Agency for
Fundamental Rights [EU-FRA], 2014). This conclusion is supported by numerous reports by
the United Nations and Council of Europe bodies, and case laws before the European Court of
Human Rights (D.H and others v. Czech Republic (dec.) no. 57325/00, 13.11.2007; Sampanis
and Others v. Greece (dec.) no. 32526/05, 05.06.2008; Oršuš and Others v. Croatia (dec.) no.
15766/03, 17.07.2008; X and Others v Albania (dec.) no. 73548/17 and 45521/19, 31.05.2022;
Elmazova and Others v North Macedonia (dec.) no. 11811/20 and 13550/20, 13.12.2022. The
European Court of Human Rights [ECtHR]’ jurisprudence has highlighted several cases of
indirect discrimination in education suffered by Roma children.
The largest Roma colonies are predominantly situated in post-communist nations within
Central and Eastern Europe (CEE). In the time of communism, educational and employment
rates in CEE countries saw a general increase due to compulsory education and employment
regulations. With the collapse of the communist system, the economic situation of Roma
deteriorated and anti-Roma feelings resurfaced (van den Bogaert, 2011). However, despite
attempts made at the national, European, and global stages to enhance the safeguarding of their
basic rights and promote their societal inclusion, numerous Roma individuals continue to
encounter extreme impoverishment, deep-seated social isolation, hindrances in exercising their
fundamental rights, and bias. These issues impact their capacity to attain quality education,
consequently undercutting their possibilities for employment and income, living conditions,
and overall well-being (Ohidy et al., 2022).
The data indicates a significant disparity in the education of Roma children across both Western
and Eastern Europe. Less than half of Roma children successfully finished their elementary
education. Moreover, in certain Central and Eastern European countries, a substantial
proportion ranging from 50% to 80% of enrolled Roma children are assigned to special schools
that were originally set up during the 1950s and 1960s for children facing learning disabilities
(Council of Europe, 2005).
It is necessary to emphasize that in the international framework, the right to education is
protected by a series of instruments at the global and regional level, starting with the Universal
Declaration of Human Rights. Article 26 of the Universal Declaration of Human Rights
establishes that “everyone has the right to education” by granting it to every human being
without discrimination (United Nations, 1948). Yet, discrimination against Romani children in
education is widespread and is manifested in various ways. The European Commission
identifies three types of Roma segregation. Intra-school segregation involves the creation of
classes exclusively for Roma students within a school. Intra-class segregation further divides
137
children within the same class into separate study groups with distinct curriculum expectations.
Inter-school segregation pertains to the separation of different ethnic groups into different
schools. Additionally, non-disabled Romani children might also be placed in specialized
schools for those with intellectual disabilities, contributing to further segregation (European
Commission, 2014).
The rights of individuals from minority groups, notably the Roma community, are of
significant importance across Western Balkan countries. Despite progress in the realm of
human rights, these nations still face challenges in effectively promoting the use of minority
languages, ensuring accessible educational opportunities, and fostering the inclusion of the
Roma community within society (European Commission, 2018). To comprehend the evolution
of the educational rights of the Roma minority in Western Balkan nations, it is essential to
examine the international and regional legal structures in comparison to local educational
legislation, particularly concerning the Roma community. This analysis will provide valuable
insights into the status of the right to education for Roma minorities.
International framework for protecting Roma children’s right to education
Given the severe marginalization experienced by Roma minorities, the acknowledgment and
safeguarding of human rights hold exceptional significance for them. Furthermore, the right to
education carries special importance for Roma children, acting as a fundamental cornerstone
in the promotion of equality and inclusiveness (Harris et al., 2017). The international dimension
of the right to education for Roma children is addressed through a range of global instruments
including the International Covenant on Economic, Social and Cultural Rights [ICESCR]
(United Nations [UN], 1966), the Convention against Discrimination in Education (UNESCO,
1960), the Convention on the Elimination of All Forms of Racial Discrimination (UN, 1965),
the Convention on the Elimination of All Forms of Discrimination against Women (UN, 1979),
the Convention on the Rights of the Child (UN, 1989).
Article 13 of ICESCR highlights the role of the right to education in the full development of
the human personality, providing each person with a sense of dignity, and serving as an
indispensable means of realizing other human rights. The state parties are engaged in
recognizing the right to education for everyone, without discrimination, enabling all
persons to participate effectively in a free society (UN, 1999). The indisputable
significance of the right to education has been further underscored by the Convention
against Discrimination in Education which highlights the discrimination and implications
of discrimination in education. Discrimination is considered any distinction, exclusion,
limitation, or preference which, being based on race, color, sex, language, religion, political or
other opinion, national or social origin, economic condition, or birth, has the purpose or effect
of nullifying or impairing equality of treatment in education (UNESCO, 1960). Furthermore,
the convention outlines specific actions that states are required to implement in order to
combat education-related discrimination. These measures encompass the removal of laws
and administrative directives that foster educational discrimination, the establishment of
legal frameworks preventing discrimination during pupils’ admissions, the prohibition of
unequal treatment among pupils except based on merit or necessity, the disallowance of
assistance solely for pupils belonging to specific groups, and ensuring that foreign residents
have equal educational access as nationals.
138
The International Convention on the Elimination of All Forms of Discrimination recognizes
the necessity for targeted measures to ensure equality. Article 5 within this convention
explicitly forbids educational segregation, while Article 3 places a positive responsibility
on states to put an end to such practices. The United Nations Committee on the Elimination
of Racial Discrimination [CERD] has issued recommendations addressing discrimination
against the Roma. These recommendations call for states to prevent segregation, enhance
educational quality, and improve academic achievements within schools. Additionally,
urgent actions are encouraged to train educators, assistants, and teachers from the Roma
community, and to integrate Roma culture and history into teaching materials (CERD 2000,
O’Nions, 2010).
The right to education for children belonging to the Roma minority is comprehensively
outlined within the provisions of the Convention on the Rights of the Child. By ratifying
the convention, the participating states have committed to ensuring that a child's education
is aimed at nurturing his personality, talents, and both mental and physical capacities to
their fullest potential. The child's educational journey should revolve around respecting the
child's parents, preserving their cultural identity, language, and values, as well as
appreciating the national values of the country they reside in, their country of origin, and
even civilizations different from their own. The education provided should equip the child
for responsible living within a free society, with an emphasis on fostering understanding,
peace, tolerance, gender equality, and friendship among all ethnic, national, and religious
groups, as well as individuals of indigenous heritage (Council of Europe, 2005; Lundy,
2012).
The European Context for the Protection of the Right to Education of the Roma Minority
In addition to the protection provided to the right to education internationally, this right is also
recognized and protected by a range of regional legal instruments. The most well-known
instruments of the Council of Europe that have dealt with the right to education are the
European Convention for the Protection of Human Rights and Fundamental Freedoms (Council
of Europe, 1950) particularly Protocol 1, the European Social Charter, both in its original
version (Council of Europe, 1961) as well as in the revised version (Council of Europe, 1996;
Miço & Mulleti, 2023), the Framework Convention for the Protection of National Minorities
(Council of Europe, 1995) and the European Charter for Regional or Minority Languages
(Council of Europe, 1992).
The European Convention on Human Rights [ECHR] addresses the right to education in Article
2 of the First Protocol, which states "No person shall be denied the right to education." This
recognition of the right is all-encompassing, with no restrictions placed on individuals
benefiting from this right or the level of education they can access. Article 2 of Protocol No. 1
covers elementary education, secondary education, higher education, and specialized courses.
As a result, the right holders outlined in Article 2 of the Protocol include not only children but
also adults and any individual seeking to avail themselves of the right to education (Miço,
2022). Article 14 of ECHR on the prohibition of discrimination reinforces the nondiscrimination nature of Article 2 of Protocol No. 1, towards an accessible right to education
(Koch, 2012, Todorova, 2019).
According to Harris et al., (2017), Roma are a recognized minority for the purpose of the
Framework Convention for the Protection of Minorities. Romani language is recognized and
139
used as one of the minority languages used in at least 16 States Parties to the European Charter
for Regional or Minority Languages (Council of Europe, 1992). Moreover, the Council of
Europe, through the European Charter for Regional or Minority Languages, has foreseen
the positive intervention of the state parties to offer education in all cycles in the official
minority languages.
Acknowledging the urgent need of the Roma community for education due to the high rates of
illiteracy or semi-literacy among them, their high drop-out rate, the low percentage of students
completing primary education, and the persistence of features such as low school attendance,
the Committee of Ministers of the Council of Europe adopted a recommendation on Roma
children’s education (Council of Europe, 2000). The European initiatives toward protecting the
Roma community include the recommendation of the European Commission against Racism
and Intolerance [ECRI, 2007] on combating racism and racial discrimination in and through
school education, as well as the recommendation of the Committee of Ministers of the Council
of Europe on the education of Roma and Travellers in Europe (Council of Europe, 2009).
According to the Council of Europe (2009), the disadvantaged position of Roma and Travellers
in European societies cannot be overcome unless access to quality education is guaranteed for
Roma and Traveller children.
At the European Union [EU] level, the Racial Equality Directive (Council Directive, 2000) and
the EU Charter of Fundamental Rights (The European Parliament, the Council and the
Commission, 2012) are the main legal instruments combating discrimination. According to
Article 2, of the Racial Equality Directive, direct discrimination is considered the case when a
person is treated less favorably than another one in a comparable situation on grounds of racial
or ethnic origin, while cases of indirect discrimination can be objectively justified (van den
Bogaert, 2011). Yet, case laws of ECtHR demonstrate that de facto segregation of Roma and
Traveller children based on their racial or ethnic origin exists, increasing the risk for the Roma
community of being caught in the vicious circle of marginalization.
Methods
The paper will examine the right to education of Roma minorities in light of international
instruments, conventions, and treaties approved by the United Nations, UNESCO, and
European organizations, the international and European policies, strategies, and directives.
This examination aims to demonstrate the development of this right in the national legal
frameworks of the Western Balkan countries. The domestic legislation of these countries
dedicated to protecting the right to education of Roma minorities will illuminate the legal issues
concerning education such as discrimination, lack of access to quality education, language
barriers, and poverty. The assessment of the right to education of the Roma minorities in the
six countries of Western Balkan will reveal the extent of compliance with international and
regional standards for minority protection and non-discrimination. To better illustrate the
problems in the field of education, the analysis will be accompanied by the jurisprudence of
the European Court of Human Rights related to the discrimination and segregation of Roma
minorities in education. This article examines the function of documents as a data source in
qualitative research and discusses document analysis in the context of identifying different
140
issues that hinder the equal realization of the right to education for Roma children (Bowen,
2009). The document analysis will identify the progress made by each country and the gaps
that impede the availability and accessibility of the right to education without discrimination
for this minority. The literature review will highlight the strengths and the weaknesses of
strategic policy and legislative directions of Western Balkan countries concerning inclusion
and teacher education. The analyses will address the following research question: How close
or far from international instruments is the right to education for the Roma community in the
countries of the Western Balkans?
Results
The international legal framework and national governments of Western Balkan countries have
passed laws ensuring equality and inclusion in education without discrimination against all
groups of society. The Western Balkan countries [WBCs] are committed to ensuring the right
to education free from discrimination, as explicitly stated in their respective Constitutions.
Significant attention is given to the right to education of national minorities (Zaçellari et al,
2018). The Western Balkans nations have recognized explicitly in their constitutions the right
of minority groups to receive education in their mother tongue. The Roma community is
recognized as a national minority by each of the WBCs, entitling them to use, learn, and receive
education in the Roma language. These countries have also embraced a series of conventions
aimed at safeguarding the educational rights of Roma children, with a primary focus on
promoting equality and inclusivity through national measures. The summary presented in Table
1 illustrates the legal framework for the protection of the right to education of Roma minorities
in WBCs.
Furthermore, endeavors to achieve the entitlement to education for Roma minorities are evident
through a sequence of legal and administrative measures pursued by every nation in the
Western Balkans. Albania, for instance, has established a system to recognize all school-age
children to ensure their enrollment in educational institutions. To alleviate the financial burden
on Roma families, Roma children are provided cost-free school textbooks and transportation
services (Žerjav & Nikolić, 2020). A more proactive approach to implementing the right to
education is being followed in Kosovo, specifically in Prizren, where the municipality has
introduced classes in the Roma language and integrated Roma history and culture into primary
education. North Macedonia has also taken steps. As Roma children often miss out on
education within their appropriate age range, the Education Law mandates that children
exceeding the age limit enroll in primary schools under the same conditions as other children.
To fight discrimination against Roma children in education, North Macedonia's Law on
Prevention of and Protection from Discrimination explicitly categorizes segregation as a form
of discriminatory behavior (Žerjav & Nikolić, 2020). Positive instances include the Romani
language courses available at Serbia's Belgrade Faculty of Philosophy and the establishment
of a Roma cathedra at the Faculty of Foreign Languages in Elbasan, Albania. However, the
continuity of Romani language courses has encountered challenges including the scarcity of
Roma language professors with pedagogical qualifications (Albanian Ministry of Education
and Sport, Instruction no.10, 2015), complications in curriculum development, and financial
constraints (Averi & Hoxhallari, 2017).
141
Table 1
The protection the right to education for the Roma minority in the legal framework of WBC
The right to
education
for
minorities in
the
Constitution
National
minorities
Framework
Convention
for the
Protection of
National
Minorities
Albania
Bosnia and
Herzegovina
Kosovo
Montenegro
North
Macedonia
Serbia
Constituti
on of
Albania
law no.
8417,
dated
21.10.199
8 (as
amended)
Articles
18, 20, 57
The Roma
communit
y is
recognized
as a
national
minority
in the Law
on the
Protection
of
National
Minorities
adopted in
2017.
Constitution
of Bosnia
and
Herzegovina
24 June
1994 (as
amended)
Articles 3
and 4
Constitutio
n of
Kosovo 7
April
2008, (as
amended)
Articles
24, 47 and
59
Constitution
of
Montenegro
22 October
2007 (as
amended);
Articles 17,
19, 75, 79
Constitutio
n of North
Macedonia
17
November
1991 (as
amended)
Articles 7,
44, 48
Constitutio
n of Serbia
8
November
2006 (as
amended)
Articles
21, 71, 79
The Roma
community
is
recognized
as a national
minority in
the Law on
the Rights of
National
Minorities
adopted in
2003.
The Roma
communit
y is
recognized
as a
national
minority in
the Law on
the
Protection
and
Promotion
of the
Rights of
Communit
ies and
their
Members
adopted in
2011.
The Roma
community
is
recognized
in the law
on Minority
Rights and
Freedoms
adopted in
2006.
The Roma
community
is
recognized
as a
national
minority in
the Law on
the
Protection
of Rights
and
Freedoms
of National
Minorities
adopted in
2002
State Party
to the
Conventio
n since
1999
State Party
to the
Convention
since 2000
Specific
monitoring
arrangeme
nt in
conformity
with the
2004
Agreement
between
UMNIC
and the
Council of
Europe
State Party
to the
Convention
since 2006
The Roma
community
is
recognized
as a
national
minority by
the 2001
Ohrid
Framework
Agreement
and the
Law on the
Promotion
and
Protection
of the
Members
of
Communiti
es adopted
in 2008
State Party
to the
Convention
since 1997
142
State Party
to the
Conventio
n since
2001
Sectorial legal
framework
The Law
69/2012 on
PreUniversity
Education
System in
the
Republic of
Albania;
Order No.
2, dated
05.01.2015,
“On the
approval of
the
regulation
on the
implementa
tion of the
Cooperatio
n
Agreement
dated
02.08.2013
” on the
identificatio
n and
school
enrolment
of all
children of
school age
The
Framework
Law on
Preschool
Education The
Framework
Law on
Primary and
Secondary
Education in
Bosnia and
Herzegovina
The Law
No.04/L –
032 on PreUniversity
Education
in the
Republic of
Kosovo
General Law
on Education
The Law on
Preschool
Education;
The Law on
Primary
Education;
The Law on
Education of
Children with
Special
Educational
Needs;
The Law on
Gymnasium
The Law on
Higher
Education;
The Law on
Vocational
Education;
The Law on
Adult
Education
The Law on
Education;
The new
Law on
primary
education;
The Law on
Prevention
of and
Protection
from
Discriminati
on; Law on
Secondary
Education
The Law on
Pre-School
Education;
Law on
Primary
Education;
Law on
Secondary
School;
Law on
Secondary
Education;
Law on
Dual
Education;
Law on
Higher
Education;
Law on
Adult
Education;
Law on
Students'
Standard;
Law on
Textbooks
Discussion
According to Tomasevski (2006), abuses in education are especially widespread when
diversity is denied. The essential content of the right to education is characterized by the
essential elements of the scheme built by Katarina Tomasevski, the former UN Special
Rapporteur on the Right to Education, a scheme otherwise known as the "4-As scheme" (United
Nations, 1999). Tomasevski has highlighted four features of the right to education: availability
or otherwise the possibility of provision, access or otherwise being accessible, acceptability,
and adaptability. Governments must make education available, accessible, acceptable, and
adaptable.
The first obligation of the state is to ensure the availability of primary schools for all
schoolchildren, furnished with the essential resources for effective operation. Accessibility is
an obligation that relates to ensuring access to available public schools, “most importantly
under the existing prohibition of discrimination”. Acceptability relates to the contents of
educational curricula, textbooks, and teaching methods which have to be not only relevant but
also culturally appropriate, whereas adaptability requires that the best interest of the child is
always given prominence. Education must be flexible in the sense that it can adapt to the
143
changing needs of the students within their differing social and cultural contexts (United
Nations, 1999).
However, in 2009, a report from UNICEF stated that Roma children face three
significant challenges. Firstly, they experience stigma and discrimination linked to
impoverished Roma communities. Secondly, being voiceless and dependent, they tend to have
their needs and rights neglected during the social and economic changes in Central and Eastern
Europe. Lastly, regular childcare and educational facilities do not consider the cultural and
language aspects of Roma communities. This worsens their exclusion from services, leading
to greater inequalities, marginalization, and vulnerability.
According to the European Roma Rights Centre [ERRC] (2016), while some progress
has been made in the field of education in Albania, very few Roma are completing primary or
secondary education, and segregation has worsened. Roma's inclusiveness has to start with
preschool programs with equitable access and quality teaching. The discrimination against
Roma minorities is reinforced in several textbooks in Bosnia and Hercegovina by stereotyping
the country’s ethnic groups. Kosovo exhibits notable challenges in its education system,
including low enrollment rates in compulsory education of Roma children, elevated rates of
students leaving school prematurely, and limited involvement in higher education, particularly
among girls. Discrimination against children is a frequent occurrence, as well as the lack of
quality educational resources and materials in the mother tongues of Roma communities.
Furthermore, the percentage of Roma children in North Macedonia who are categorized as
persons with psychological disabilities is disproportionately high. This is accompanied by a
high percentage of segregated Roma children both in the regular schools (as part of regular and
special classes) and in special schools. In Montenegro, the educational landscape for Roma and
Egyptian children is concerning, with only around half of them enrolled in primary school at
any given period. Even for those who manage to attend school, their academic performance is
frequently poor, and dropout rates significantly rise beyond the age of 11. Whereas in Serbia,
the situation regarding Romani students remains complex, as they continue to be
disproportionately represented in special schools, despite a reduction in their actual numbers
enrolled in these institutions.
The absence of providing the right to education to the Roma minority in their native
language, along with appropriate educational materials in their language and instruction by
teachers or mediators who can speak in the Roma language, creates significant barriers to
accessing this right. Education of Roma children faces challenges stemming from both their
segregation and the discrimination experienced by this minority group, as well as the lack of
consistent and comprehensive measures undertaken by respective countries to facilitate this
right. The segregation of Roma children has been widely acknowledged by researchers and
confirmed by various reports issued by international organizations assessing the progress of
education rights. The ECtHR regards the Roma as another particularly vulnerable group
because they have suffered historical discrimination based on race and continue to be exposed
144
to its ongoing effects (Nifosi-Sutton, 2017). The jurisprudence of the European Court of
Human Rights (ECtHR) has highlighted distinct cases of segregation concerning Roma
children within both European Union countries and those within the Western Balkans region.
In the case X and Others versus Albania, supplying meals to Roma children at the
"Naim Frasheri" elementary school situated in the southeastern region of Albania has
intensified the segregation experienced by these children. Instead of fostering a sense of
belonging within the school environment, these children feel disconnected from the broader
community. The number of Roma children that frequented the school was growing
disproportionately with the number of other children, until the school year 2019-2020, when
90% of the pupils of “Naim Frasheri” school were Roma/Egyptian pupils. Addressing this
concern, the European Court of Human Rights has ruled that the Albanian government is
accountable for segregating Roma and Egyptian children within a school located in Korca, in
the southern part of the country (Case of X and Others v. Albania, Applications no. 73548/17
and 45521/19).
Another case of segregation is found in North Macedonia. Children residing in the
Roma-majority neighborhood of Bair in Bitola have experienced increasing levels of
segregation within their classes over several years. In the academic year 2021-2022, a
notable development occurred: all children joining the “Gjorgji Sugarev” Primary School
were of Romani ethnicity. This outcome largely resulted from non-Roma parents
transferring their children to other schools with fewer Romani students, a trend often
referred to as "White Flight." Simultaneously, there was a perception among parents that
the educational quality offered in schools with a majority of Roma students was
diminishing. The process of White Flight was facilitated by school authorities who placed
obstacles, in the path of Romani parents attempting to do the same thing as non -Roma
parents – enrolling their children in schools that could provide a better education.
Similar to the case of “Gjorgji Sugarev” Primary School was the case of “Goce
Delchev” Primary School in Štip, where Romani students constituted 67% of the student
body during the academic year 2018-2019. The concept of White Flight was identified as
well as a contributing factor to the disproportionately high presence of Romani children in
the school. Despite efforts made by the school to mitigate the segregation of Romani
students, the Court deemed these actions ineffective. The European Court of Human Rights
(ECtHR) concluded that two primary schools, “Gjorgji Sugarev” in Bitola and “Goce
Delchev” in Štip, had violated the rights of Romani children to non-discrimination (under
Article 14) in conjunction with their right to education (under Article 2 of Protocol 1)
(Elmazova and Others v North Macedonia (dec.) no. 11811/20 and 13550/20, 13.12.2022).
The United Nations Committee on the Elimination of Racial Discrimination [CERD]
recommendation on Discrimination Against Roma requires states to avoid segregation, to raise
the quality of education and attainment in schools, and to improve retention. States are
requested to take urgent measures to train educators, assistants, and teachers from among the
145
Roma community and to include Roma culture and history in teaching materials (CERD, 2000;
O’Nions, 2010). Regarding the right to education of Roma children in Western Balkan
countries, it is noted that the legal framework that sanctions this right and protects minorities
is not sufficient to ensure inclusion and quality education.
Conclusions
To ensure children's access to education, a multifaceted approach is imperative. This
entails implementing measures not solely focused on enhancing the learning process, but also
addressing broader aspects such as poverty alleviation, housing concerns, labor relations,
parental education awareness, and combating discrimination and segregation of Roma
children.
To effectively realize the right to education for Roma children within educational
institutions, it is essential to incorporate measures that facilitate the establishment of the initial
training and ongoing professional development of teachers of the Roma language, and the
establishment and operation of classes designed for Roma children as a national minority.
Recognizing that educating individuals from the Roma minority holds paramount
significance, it's crucial to comprehend that this responsibility goes beyond a constitutional
obligation; it fundamentally contributes to their societal integration. Consequently, it becomes
imperative for Western Balkan countries to implement specific measures that guarantee all
individuals genuinely access their right to education.
Furthermore, considering the shared social, political, and economic circumstances and
challenges faced by the Western Balkan countries in this region, advocating for a regional
approach to inclusive education is well justified. Notably, these nations possess education
systems with analogous structures and are all undergoing comparable reforms, all aimed at
securing equal opportunities for a diverse group of learners. These common factors will
influence the inclusion of Roma minorities in education.
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SUBJECT- SPECIFIC DIDACTIC CONCERNS IN
TEACHER EDUCATION (E.G., REGARDING
SCIENCE, MATHEMATICS, FOREIGN
LANGUAGES, ENTREPRENEURSHIP, DIGITAL
TECHNOLOGIES
153
1. DIGITAL GAME- BASED LEARNING EXPERIENCES OF
EDUCATIONAL SCIENCE STUDENTS
Fatma Nur BARCIN
ELTE Eötvös Loránd University, Budapest, Hungary
[email protected]
Abstract
This paper explores the relationship between the use of digital games and students' perspectives
and experiences on learning while playing games during the digital game-based learning
course. It is a qualitative research conducted with international students in the second year of
their master's degree in educational sciences in Hungary. In total, 13 international students
participated in the game-based learning class. A 3-stage within narrative essay task was used
in the research. The instruments included a consent form, background information, and
composition of gaming experiences are requested. Students’ narrative essays with thematic
analysis provided insights into the advantage of learning by having real life circumstances. It
has been shown that the digital game learning course positively influenced student readiness
for learning and improving problem-solving with real-life simulations. Students’ narrations; “I
would like to emphasize the importance of playing games from my perspective and experience.
It's beneficial and useful in our life in terms of dealing with different situations and finding
solutions for different kinds of problems, enhancing our creativity, and thinking skills. (N6).
“Regarding problem-solving tasks, I was sure to apply my real-life skills to tackle the problems
in games and I have developed my creative thinking skills more during game playing and I
have learned certain skills through features of games, particularly, role-playing opportunities
seem to be applied to reality.”(N5). These findings suggest that incorporating digital games
into an educational context has the potential to foster students' social skills. Further research is
needed to explore the variety of digital game genre effects with specific skills.
Keywords: Digital game-based learning, Student teachers' experiences, digital games,
learning objectives, DGBL
DOI: 10.21862/atee.2023.11
INTRODUCTION
Along with technological developments, digital games and learning with games have also
found their way into information and communication technologies. With the easy accessibility
of digital games, it has been presented as a modern, innovative, and effective learning method.
In addition to learning information, it has attracted attention from educators in terms of being
permanent and the continuity of learning digital games being accessible regardless of time and
place.
The research overall considers the discourses and value of playing the games in the framework
of motivation, skill, and experience which are learning outcomes. Digital games require
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instruction to be used for acquiring skills such as creative thinking ability under the gamebased learning approach. Bourgonjon et. all. (2009), mentioned that digital games are important
for educational systems in two ways; first of all, they are influential because games are a very
popular and widespread leisure activity for the age groups that systems are trying to educate
by playing games In their leisure time young people learn informally and acquire certain skills
knowledge and values knowledge and skills with digital popularity of digital games, it would
popularity, it would be unwise for education systems and education systems and teachers to
ignore them. Designers have to understand what students’ real-life skill experiences and digital
experiences are while they learn about problem-solving and collaboration skills. The study of
cognitive process and the relationship with the application of digital games for specific learning
content requires of individual’s experiences such as games and players’ experiences are
independent as each individual’s learning style differs. But there is common ground for digital
games to influence learning because all games are fun. The study will discover students’
perspectives on games’ features and at the same time recognize what kind of intellectual
process will be required for each of them to be able to develop their problem-solving and
collaboration skills will be examined at the end of the research. Those outcomes will help
designers and educators about how digital games are important tools in teaching settings such
as the improvement of problem-solving and collaboration skills and for designers in the future,
at the same time how to meet the demand of skill acquisition and progress of enjoying elements
as joy is important for motivational demand and skill acquisition require behavioral responses
and intellectual support. The relationship between digital games and the practice of the skill,
as well as identifying factors influencing the educational technology student through gamebased learning is important. As Mysirlaki and Paraskeva and Akilli, (2007), conclude that as a
result, there are lecturers, instructional designers, and researchers have proposed video games
as a learning and teaching medium. higher education students who experienced playing games
during class around the world have a limited number of students. Therefore, more research
about students who studied digital game-based learning and their perception and attitude
toward the use of digital game-based learning in potential learning on the acquisition of
problem-solving and collaboration are important. According to a large margin of researchers,
digital games are the most effective social interaction skill tool which engages with teams in
the digital environment in the field of game story and game level. Eck (2006), point out that
play experience according to researchers, is a mainly mechanism of socialization and learning
process shared by all human cultures and many animal species.
Research Significance
When the related literature is examined; Many features of digital games through serious games
and educational games have been the subject of research and learning with games has been
mentioned. This study aims to examine general beliefs and experiences in video games that
can be used for educational/skill development purposes and that can simultaneously improve
the skills of players with adventure and entertainment elements in real life and the simulation
game world. It is tried to obtain information with students’ perspectives about the features of
the game, which is necessary for a gamification-based education, and to gain experience in the
students' problem-solving and collaboration-based simultaneous development in newly
designed games. It is believed that the game experience of the students will include views that
will help to look from two sides, both in terms of being students who have taken the game155
learning course and in terms of their teaching identities as educational science graduate
students. In the games developed, it will be important to have a game evaluation analysis of
the relationship with the player, one of the elements of the game. The research aims to review
the effects of 21st-century skills on digital games from their experiences in the world and the
game, rather than being a motivation tool for students, and to determine the opinions of students
who play games about entertainment games.
Research Problem
The integration of daily life digital games into learning has not received much attention in the
development of instructional technologies that today's students desire. Royle (2008), says that
in spite of the leading motives of instructors and the games industry, attempts to integrate
games into the curriculum have often failed. Such efforts have failed either because educational
games fail to interest the intended audience or because truly engaging games fail to deliver
adequate instructional value. For example, interest in digital gaming the design of educational
games, and the use of serious games have been the subject of research for learning with games
for some time, but the use of different types of games for learning and experiencing specially
to strengthen problem-solving and collaboration through students' experiences, is rarely
mentioned.
Serious games and gamification have been the number one research subjects of learning with
games. Most of the feedback given to the game developers has been evaluated as limited for a
certain subject over the games designed and implemented for education. The skill development
of the games was included as a potential outcome, but it was not considered in terms of its
contribution to the skill development training process at a certain time.
Some studies show that games have elements for improving skills, but it doesn’t mention how
digital games can be used and why and how it's important to be used for building skill
development with the usage of entertainment games hasn’t gotten much attention. Digital
games have specific/sufficient elements which will be helpful to use digital games for teaching
problem-solving and collaboration skills. Students’ perspectives carry big importance for
further attention on games’ features and player’s interaction with games The accurate answer
will be trying to be found out by educational technology student experience and beliefs while
playing games what kind of skills or knowledge it helped them to improve their collaboration
and problem-solving skill will get main attention. While investigating these, it will be tried to
determine how much they learn in real life and how much they apply to their experiences in
digital life, and it will be pointed out that the effects of the game in many areas rather than the
sedentary lifestyle, especially it will focus on why their use in learning with games is
important.
Research Purpose
Study purpose to conclude the effectiveness of diversified genres of digital games as
instructional techniques and attributes in education. This study compared the differences in
students’ perspectives following game-based learning courses. Findings from comparisons
between the instructional techniques of reasons of play, thoughts of play, prior knowledge,
skills development based on approaches to learning with digital games, and digital-real life
practices in video games. Motivation towards game-based learning, reason toward playing
video games, attitudes towards game-based learning. Students' narrations will be used to report
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findings on whether students believe that digital games can be used for knowledge and skillbuilding better under game-based learning classes. Although game-based learning has been
studied extensively in serious and educational games context, research on the advantages and
disadvantages of games in the scope of skills and real-life experience outcomes are still limited
in scope.
The study aim was to depth in students of the educational sciences’ perceptions of the potential
benefits, or lack of digital games usage in the context of learning and skill development. This
study aims to investigate objectives of the students’ viewpoints on the function of plaid digital
games according to problem-solving and collaboration skills who will have a master's degree
in educational technology, which are spreading rapidly in the age of rapidly developing
technology, exploring whether students believe that playing games can be a crucial part of
learning(game-based learning) and experiencing problem solving and collaboration, and
finding out what effect game playing perceptions cause will contribute to the use of future
games in learning and production..
The aim of the research can be found by the continuous questions will help to understand why
qualitative research narrative essay task instrument is important to be used for game
experiences.
-How digital games can be used for supporting learning in the framework of game-based
learning.
-What kind of interventions are shaping game experiences in the framework of learning and
experiencing in real and simulated life?
Research Questions
This study has a main research question on playing games experiences examined according to
knowledge and experiences.
R1. What are the students’ reasons for playing digital games?
R2. What do students think about the advantages and disadvantages of playing digital games?
R3. What features of digital games make students perceive gaming as a tool to develop
problem-solving and collaboration skills?
METHOD
The qualitative analysis’one approach is the thematic analysis. Thematic analysis means that
as Braun and Clarke (2006), mentioned thematic analysis approach is developing themes from
qualitative data. Thematic analysis is appropriate to discover the perspectives and mindset of a
particular group of people about a specific area or issue and the result of data doesn't need to
create a new theory, the main purpose is to interpret many results from collected qualitative
data and elaborate digital games' functions from student’s view.
Thematic analysis will help categorize digital games into the 3 different areas digital games
can be used as learning tools, can be used digital games as collaborative tools, or digital games
as problem-solving tools. Data is processed according to the qualitative method. The thematic
research quantitative research method, allowing to the interpretation of the findings in wider
categories is among the most important features of this research model. Strauss & Corbin
(1998), mentioned that the definition of "qualitative research" implies that it is a nature of
research in which the results are not obtained by statistical operations or quantitative tools.
Also, Elçi and Devran (2014), mentioned that narrative essay tasks are usually used in social
157
science studies, but the recent years' educational researchers also started to use the narrative
approach. The qualitative study used a narrative essay task to understand feelings in relation to
digital games in a learning situation. In this research to interpret participants’ pedagogical,
curricular, and individual learner needs and relations with experiences narrative research will
be helpful. Research’ Instruments’ which has situated and designed with narrative essay task
instrument featured with 3 stages. Instruments include 3 parts: 1st is the consent form which
participants accept to join research anonymously. Second is background information such as
age, gender, previous studies, and mother tongue, and some preliminary information about
digital game playing frequents, devices, and types that will help to examine variables and their
intentions and effects. 3rd part is an essay writing question in which students must write about
game-playing experiences during game-based learning class.3rd part is important because
students were asked about their perceptions of playing digital games for learning/developing
skills and whether they believed that playing games in a learning context, problem-solving,
and collaboration skill development has meaning will be analyzed. Narrative essay task
designed to explore educational technology students’ experiences and perceptions of digital
game functions, including discussion of the usage of digital games in the context of skill
development. Clarke and Braun (2006), stated that inductive analysis is defined as the act of
coding data without attempting to fit it into a pre-existing encoding framework or the
researcher's analytical biases. In this way this type of thematic analysis is data-driven.
Table 2
Theme Analysis Table Braun&Clarke (2006)
Thematic Analysis Steps Guideline
1
Collected Data Notes
To conduct a theme analysis, oral data will be
transcribed.
2
Initial Codes from Notes
Familiarize with data and create a list of initial ideas about
what's in the data and what's interesting about it. Existing
initial codes according to related arguments in research
3
Searching for Categories
On a separate sheet of paper, write down the name (and a
brief description) of each code, and then play with them
by accumulating them into themes.
4
Check Themes
Two seemingly separate categories can form a single
theme. If the theme is not a consistent pattern, you rework
your theme, create a new theme, and find a new theme.
5
Themes Descriptions
Sub-themes are essentially themes within a theme. Give
structure and see if you can define the scope and content
of each theme in a few phrases.
6
Transcribe and Write
The end analysis is to communicate the intricate tale of
the Report
your data in a way that convinces about the research'
quality and validity of your analysis, which requires a set
of completely worked-out themes. Data extracts must
provide a clear, coherent, consistent, non-repeating, and
appealing to read about how the data came about tell–both
within and between themes.
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FINDINGS
Findings detail the result of the study. It presented the reasons for learning with games and
digital game experiences in physical and digital learning in skill development through the
results of the participants. The factors affecting the game experience, the analysis of
experiences and situations for problem-solving and improving cooperation, are included in this
section. Students’ reasons for playing games are to develop students’ ability to think
independently, solving problems, and social cohesion or mandatory tasks. It arouses interest
and desire for learning. It can enable students to think multi-dimensionally as part of the
decision-making process. According to the results, most of the participant students stated that
they found the reasons for playing video games important because the game motivates them,
keeps them away from stress, and entertains them with real-life simulations. N8, N1, and N11
all agreed that digital learning games are only motivational aids because they are enjoyable to
play, a fun way to spend leisure time, and they are intriguing. N2, N3, N5, N6, N7, N8, N10,
N13 said that as effective digital technologies in education, it is necessary to both learn and
have sufficient skills with digital games as well as learning with digital games. They claimed
that such digital games might aid with engagement, success, group cohesion, problem-solving,
coordination, cooperation, creativity, computing and communication, IT abilities, and reading
and writing while playing games.
I found that some students had mixed feelings about digital games seem learning and skill
development tools. Some of them stated that they thought that they played these games because
of the necessity of the lesson and that they cooperated, but they did not think that they had
learned anything. N12 mentioned that there is no learning outcome with video games and stated
if the narrator wanted to play games to learn, then the narrator would prefer games for cognitive
development such as language development. “My motivation to play digital games was mostly
based in the assigned tasks within the game-based learning course, I don’t usually play digital
games, otherwise, except occasional puzzle-based games like sudoku or language learning
games, like Duolingo” (N12)
I found that narrator 6 has an important notice in learning with game-based learning that it
helps them to develop their problem-solving and multi thinking abilities are increased.
“Indeed, it has been a long time without playing video games until we have a class called gamebased learning. I used to play car racing games like; Need for Speed as well as fighting games
(war, ...) such as Counter Strike. Before, I did not appreciate the importance and advantages
of playing games in our life, and how they can affect our way of thinking and problem-solving.”
(N6)
Students learning experiences are that the reinforcers in the digital game features, for example,
are the fact that the game is segmented and can be played again, that it can be played with
multiple people, that it has different characters and stories, and that it has ways and means to
make one observe that the game constitutes the learning process. “Features helped me to learn:
The feature to explore and some additional features gained during the character development.”
(N1)
I found in Narrator 5 that the experiences while playing the game improved the creative
thinking skills which have been also applied in real life. The narrator used to solve problems
in real life, as well as creative thinking skills and problem-solving skills in solving the problems
in the game. “I was confident that I would use my real-life skills to overcome the complications
in the games and develop my creative thinking. The games I enjoyed more were Tetris,
159
Minecraft, Zumo, Mobile Legends, etc.” (N5) The results show that learning by considering
the games has been influenced by its own as if players can use those skills in real life.
Also, I found in Narrators 1 and 12 thought reasons for play categorized under motivation with
the game’s features navigations, and visual effects. Participants mention that games are joyful
with their own visual effects and music. “Motivation: For the person who is not too interested
in and familiar with playing video games, the visual appearance of the game has stolen my
attention since the first time. I played a game named GRIS. (N1) “Games are good motivators
for helping to make meaning into life for existence.” (N12) “Simple navigation and puzzle
mind activities motivate to play.” (N1)
I found Narrator 11 mentioned the reasons for playing games from two different angles as
advantages such as interaction with new people and disadvantages of games such as time
consumption and addiction. “I played the VR game Beat Syber. There are many advantages
of playing digital games such as you can communicate with your friends online, you can
interact with new people while playing, you don’t need to go anywhere to start playing a game.
But I see more disadvantages such as being time-consuming, which can trigger and cause
addiction, one can become aggressive if there is no access to the games. (N11)
I found that Narrator 9 acknowledges that challenge is an important feature of games in the
framework of the learning aspect. “Terraria has the same value, applying the core Super
Mario Effect in its every game. A player(s) may find it hard to kill their first mob (I died
several times because of slime, the weakest monster in the game) but it challenges player(s) to
return and beat that monster again and again. The main point in the game is not beating the
monster, but to improve to be better and better.” (N9)
Players' interaction with in-game platforms was mentioned in Narrator 8 shows that students
learn, enjoy, and practice with MMORPG games with interactivity with people in real life and
digital life. Narrator 8 considers the digital games played to be powerful collaborative games.
Providing a safe and interactive environment for the game is one of the features that make the
game strong in teamwork. “I think that there are many advantages of playing digital games,
such as digital games are socially interactive environments, communicating online seems safer
and easier for gamers and young people, social communication, and group cohesion.
Minecraft, and Fortnite (creative mode) boost my creativity. (N8)
I found that Narrator 3 pointed out some awareness in the life circumstances “I think I learn
how to respect others and help each other through our same goal, winning the game. Also using
strategy to see anything from a different perspective, not only once. I play UNO and Marvel's
avenger.” (N3)
RESULT AND DISCUSSION
The research mostly measured the impact of student experiences in the practical field of gamebased learning courses. It contributed to the impact of the games on the players. The place of
video games in learning, which is showed that for motivate and experiences in learning as
multidimensional, has been emphasized again. Explaining the character structure of the class,
learning objectives, and examining the player types before taking the learning-by-game lesson,
shaping the learning-by-game curriculum according to the class. Shapiro (2014), game has
challenges and fun it is appropriate to be used for learning. The author highlighted game
features that help to think strategically Maze games have challenges and it requires strategic
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thinking. Narrators expressed challenges in achievement games increase students’ attention
and strategical thinking. Carlo (2000) that strategic thinking, which is linked to the game's
rules, is a crucial component for determining what information is required and how to collect
it. Experienced students uncovered the influence of digital playing experiences on achieving
particular learning goals, such as knowledge and skill development (communication,
collaboration, creativity, problem-solving, reasoning, motor, soft, and self-learning). It has
been emphasized that digital games are an important resource to meet the need in real life, due
to the educational use of games in the game-based learning course because difficulty to catch
the readiness of students’ video games are a new possibility for student-centered learning. The
scope of digital games and the situations of learning with games has become a challenge since
learning in humans can differ in many stages and some of the learning methods are insufficient
to measure the readiness of the student.
By completing this research, data showed what kind of potential video games can classify as
potential learning instruments in real-life circumstances and how they could be connected to
real life interactions. Yiğitoğlu (2018), commented that children's commitment to play is not
just to copy the world. It is to fabricate another world that lives with the world and maintains
its own life, a living life that is much more emotional than ordinary realities. Every digital
game that is suitable for use in education must have certain criteria in the context of the content
of real life attachments. More importantly, students' motivation while playing games is more
effective than motivation strategies in learning about games, life, skills, attitude. The game
does not motivate as a reward tool, on the contrary, it acts as a reward reinforcer as a motivation
tool. Engels et al. (2013), said that video games provide players with immersive and engaging
social, cognitive, and emotional involvement which individuals face everyday dynamic of
relationships. Motivations such as emotional involvement, interaction as social development
and learning acquisition with real-life experiences as cognitive development show that gamebased learning courses have wider opportunities for integration of video games. Because in the
game experiences of the students have a big output on learning. Game-based learning might be
helpful in the subjects that are difficult to remember. The education context-based games can
be eliminated within effective culture, and experiences in real and digital life, where the student
can add something to himself with the use of different games. Prejudices against technology
and digital gaming will likely change, and new technology-oriented curricula will be created
to provide simulation that include life interactions. In addition to game-based learning games,
it is believed that continuing studies on the educational value of video games will open a new
horizon in the new education system integrated with digital pedagogy and technology. The fact
that many 21st-century skills can be gained through games will help video games not only
educationally, but also in working life and lifelong sustainable learning.
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REFERENCES
Bourgonjon, J., Valcke, M., Soetaert, R., & Schellens, T. (2009). Students’ perceptions about
the use of video games in the classroom. Computers & Education 54 (2010) pp.1145–1156.
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative Research
in Psychology, 3(2), https://doi.org/10.1191/1478088706qp063oa pp.12-87.
Strauss, A. L., & Corbin, J. M. (1998). Basics of Qualitative Research: Techniques and
Procedures for Developing Grounded Theory. Sage Publications, Inc. Pp.39
Elçi, A., & Devran, B. Ç. (2014). A narrative research approach: The experiences of social
media support in Higher Education. Learning and Collaboration Technologies. Designing and
Developing Novel Learning Experiences, 4. https://doi.org/10.1007/978-3-319-07482-5_4
pp.4.
Fabricatore, Carlo (2000) Learning and Videogames: an Unexploited Synergy. In: 2000
Annual Convention of the Association for Educational Communications and Technology
(AECT). Workshop: In Search of the Meaning of Learning., 2000, February 17, Long Beach,
CA, USA. (Unpublished) pp.11-13
Granic, I., Lobel, A., & Engels, R. C. (2013). The benefits of playing video games. American
Psychologist, 69(1), pp.66. https://doi.org/10.1037/a0034857
Mysirlaki, S., & Paraskeva, F. (2007). Digital Games: Developing the issues of socio-cognitive
learning theory in an attempt to shift an entertainment gadget to an educational tool. 2007 First
IEEE International Workshop on Digital Game and Intelligent Toy Enhanced Learning
(DIGITEL'07) https://doi.org/10.1109/digitel.2007.18 pp.157.
Royle, K. (2008). Game-based learning: A Different Perspective. p.1.
Shapiro, Jordan 2014 The MindShift Guide to Games and Learning pp.19-21.
Yiğitoğlu, V. (2018). Oyun değer - Digital oyunlar ve kullanıcılar üzerine bir inceleme: To the
Moon örneği [Doctoral dissertation, Halkla İlişkiler ve Tanıtım Anabilim Dalı, Danışman: Dr.
Öğretim Üyesi Özge Uğurlu, T.C. Maltepe Üniversitesi, Sosyal Bilimler Enstitüsü].
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2. ENTREPRENEURSHIP COMPETENCE IN SCHOOLS: A SYSTEMATIC REVIEW
Martin FICO,
Masaryk University, Brno, Czech Republic
[email protected],
Lucie ŠKARKOVÁ,
Masaryk University, Brno, Czech Republic
[email protected]
Michaela PULKRÁBOVÁ,
Masaryk University, Brno, Czech Republic
[email protected]
Abstract
In this systematic review study, we present research in the field of entrepreneurial competence
development in schools. After thorough research on the Web of Science, we identified seven
relevant studies. Based on the analysis of these research studies, we provide answers to three
research questions. We explore how authors define entrepreneurial competence, what goals
they set in their studies, and what research methods they apply in their research. The study
results demonstrate diverse perspectives on entrepreneurial competence and approaches to its
development. Emphasis is placed particularly on the importance of a comprehensive structure
of this competence and the need for its inclusion in various educational contexts.
Keywords: entrepreneurship competence, entrepreneurship education, systematic review
DOI: 10.21862/atee.2023.12
Introduction
The phenomenon of entrepreneurship and related topics gained popularity in academic circles
and the business world in the first half of the 20th century, primarily based on the seminal
works of Joseph Schumpeter (Schumpeter, 1912). Entrepreneurship as a subject of education
emerged at Harvard Business School, where in 1947, Myles Mace offered the first
entrepreneurship course titled 'Management of New Enterprises,' and just a year later, the first
research center in this field - the Centre for the History of Entrepreneurship (Cooper, 2005) was established. Entrepreneurship rapidly spread worldwide as an educational trend and a
'remedy' for numerous economic and social issues. Initially, attention was focused on the issues
of starting and managing a business - the so-called 'doing business.' However, in the last two
decades, research has predominantly focused on questions of entrepreneurial skills, attitudes,
and behaviors (European Commission, 2006). Currently, entrepreneurship education or
educational programs aimed at developing entrepreneurial competencies are being introduced
at all levels of education on all continents. The intention is to equip young adults with
competencies that will enable them to cope with the fast pace of societal changes, face
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professional challenges and changes in the job market, and create valuable and sustainable
solutions to social and economic problems, environmental challenges, and the negative impacts
of technological progress on people's lives.
Since the introduction of entrepreneurial competence as a key tool for transforming the
European Union into the most dynamic and competitive economy by 2010 (Lisbon Strategy,
2000, now an unavailable document - replaced by the Europe 2020 strategy), the European
Union gradually adopted a series of measures aimed at anchoring entrepreneurial competence
in curriculum documents (Eurydice Study on Key Competencies, 2002; Recommendation of
the European Parliament and the Council on Key Competences for Lifelong Learning, 2006;
Small Business Act for Europe, 2008; Action Plan for Entrepreneurship 2020; Establishment
of the European Entrepreneurship Competence Framework, known as EntreComp, 2016;
EntreComp into Action: get inspired, make it happen, 2018; EntreComp at Work: The
European Entrepreneurship Competence Framework in action in the labour market, 2020).
Despite the significant interest in the topic of entrepreneurship, which is evident from the
abundance of review texts (e.g., Duval-Couetil, 2013; Kamovich & Foss, 2017; Rideout &
Gray, 2013; Jardim et al., 2021; Banha et al., 2022), research in the area of developing
entrepreneurial competence in school practice is neglected.
Theoretical background
A more detailed elaboration of entrepreneurship competence varies according to the specifics
of different educational systems, theoretical approaches, and competency models that have
emerged in recent times (Bacigalupo et al., 2016; Jardim, 2021; Gibb, 2008; Consortium for
Entrepreneurship Education, 2004; Rasmussen & Fritzner, 2016; Rasmussen, 2015).
According to Hisrich et al. (2017), entrepreneurship is not limited to starting new businesses
but also encompasses activities within existing organizations that foster innovation and
promote growth. In this broader sense, entrepreneurship is essential for economic development
and job creation, as it leads to the formation of new businesses and the expansion of established
ones.
Considering the connections of the Czech Republic to the European educational environment,
in this study, we primarily base our understanding of entrepreneurship competence on
documents from the European Commission. Entrepreneurship competence is understood as the
ability to act on opportunities and ideas and transform them into value for others. It is based on
creativity, critical thinking and problem-solving, initiative, perseverance, as well as the ability
to collaborate to plan and manage projects with cultural, social, or financial value (Bacigalupo
et al., 2016). This definition thus encompasses all spheres of life and various types of
entrepreneurial actions, including social, green, digital, etc. According to the EntreComp
framework (Bacigalupo et al., 2016), competence consists of three areas: Ideas and
Opportunities, Resources, and Into Action. Each area then includes five sub-competencies
described using descriptors. EntreComp also allows for tracking the overall development of
competence through an 8-level model and a list of 442 learning outcomes, which serve as a
guide for mapping entrepreneurship competence not only in educational practice (Bacigalupo
et al., 2016, p. 12). The comprehensive elaboration of competence and, at the same time, the
general formulation of its definition by the EntreComp model supports the belief that it is
possible to promote and spread an entrepreneurial culture in a way that includes not only those
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born into a family and socioeconomic context conducive to entrepreneurship but also those
who can acquire and develop the skills, competencies, values, emotions, and tools of this
culture through learning and training (Hisrich & Peters, 1995).
Research methods
Aims
This study aims to provide the reader with a structured overview of empirical studies in the
field of educational research focused on the development of entrepreneurship competence
within formal education. To fulfill our goal, we directed our efforts by formulating several
research questions.
Q1: How are entrepreneurship competencies defined in the selected studies?
Q2: What are the research objectives set by the authors of the selected studies?
Q3: What research methods do the authors of the selected studies employ?
Method
To address the formulated questions, we chose the form of a review study (Mareš, 2013), and
in the selection of studies, we proceeded as follows. The search for research studies was
initially conducted through the Web of Science (WoS) database in December 2022.
The search in the WoS database was limited to research studies in English, Czech, or Slovak
falling within the scope of educational research, published from 2016 to 2022. The focus on
searching exclusively for educational research studies arises from the need to exclude from the
searched studies works that, although they deal with the development of entrepreneurship
competence, do so outside the realm of formal education, most commonly in the context of
business (as a profitable activity - business management), and therefore primarily fall into the
field of management or economics. The limitation to the year 2016 was primarily set because
the European Entrepreneurship Competence Framework (Bacigalupo et al., 2016) was
published at this time, which we consider to be key and use as the basis for defining
entrepreneurship competence.
For the search of studies, the following keywords and phrases were defined: "entrepreneurship
competence*"; "entre-comp"; "entrepreneurship education"; and "primary". The first three
keywords arise from the theme of the review study and the aforementioned importance of the
EntreComp document. The term "primary" was used mainly to limit the searched studies
primarily to those examining the level of primary education, which is the subject of our
research. The search was conducted in two steps, as entering keywords in combinations of four
yielded significantly fewer results. For the first search, three keywords (phrases) were used:
entrepreneurship competent*, entrecomp, and primary, after which WoS provided 77 relevant
entries. In the second search, by entering the keywords: entrepreneurship education,
entrecomp, and primary, WoS found 53 records.
The process of selecting suitable studies for subsequent analysis was performed manually
based on the content of the abstract and its relevance to the aims of this study. In the analysis
of abstracts, particular attention was paid to whether the study explicitly addresses the concept
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of entrepreneurship competence, entrepreneurship education, or the competency model of
entrepreneurship. Furthermore, we observed whether the research is focused on the area of
formal education and whether students or the school curriculum are the subject of the research.
Studies whose primary focus was primarily on teachers or mapping entrepreneurship
competence in educational programs implemented outside formal education were therefore
excluded. Despite the initial ambition to focus only on studies mapping the level of primary
school, due to a lack of studies, we included in the final selection seven research studies from
WoS that also dealt with entrepreneurship competence among students in secondary or higher
education.
Results
Q1: How are entrepreneurship competencies defined in the selected studies?
The first group of studies refers to EntreComp (Bacigalupo, 2016), which understands
competence as a cross-cutting skill applicable to individuals and groups, including existing
organizations, across all spheres of life. Some studies (Czyzewska & Mroczek, 2020; Morselli
& Gorenc, 2021; Lilleväli & Täks, 2017) take into account the existence and content-related
and definitional delimitation of competence according to EntreComp, often linking
entrepreneurship with the sphere of social entrepreneurship. Two studies (Czyzewska &
Mroczek, 2020; Morselli & Gorenc, 2021) directly utilize the EntreComp model (in its original
or modified form) as a self-assessment questionnaire for students' competencies or to evaluate
the effectiveness of entrepreneurship development programs. One study compares the
EntreComp model with four other existing models (Lilleväli & Täks, 2017).
Pepin (2018) does not explicitly use any definition of entrepreneurship, as the
conceptualization of entrepreneurship competence or the creation of a competency framework
is the goal of his research. The conclusions of this study also lead to defining entrepreneurship
competence as a complex ability to seize opportunities and stimuli and transform them into
value for others. It considers creativity, critical thinking and problem-solving, initiative and
perseverance, as well as the ability to take responsibility, and collaborate with others to plan
and manage projects that have cultural, social, or financial value as its essence. So, even though
it doesn't work directly with Entrecomp (Bacigalupo et al., 2016), its conceptualization of
entrepreneurship competence is very similar.
The remaining three studies (Rachwał et al., 2016; Mannathoko, 2020; Marinič, & Válek,
2018) completely disregard the existence of this competency framework and define
entrepreneurial competence based on older documents. The Polish study (Rachwał et al., 2016)
comes close to the broad concept of EntreComp, conceptualizing entrepreneurial competence
based on criteria developed within the European research project Fifobi, which defines
economic knowledge, business knowledge, social competencies, and personality competencies
associated with entrepreneurial attitude as the content of entrepreneurial competence.
Similarly, the study based on Bonnestetter's (2012) philosophy of entrepreneurship by
Mannathoko (2020) specifies competence, identifying some of the traits that shape
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entrepreneurs: personal qualities, interpersonal skills, critical and creative thinking, and
practical skills.
Completely different from the two streams described above is the Czech research (Marinič, &
Válek, 2018), which specifies entrepreneurship according to international surveys like the
Global Entrepreneurship Monitor (GEM) or the Global Entrepreneurship Development Index
(GEDI). Both studies view entrepreneurship competence as a set of factors influencing
individuals, focusing on two main perspectives. If entrepreneurship is considered the only way
to make a living, it is understood as a motivation driven by necessity. If a potential entrepreneur
perceives entrepreneurship as a certain type of reward, the motivational influence is the
opposite and is described as opportunity-driven. The content of entrepreneurial education is
then considered the idea of increasing students' ability to become entrepreneurs or owners of
newly established businesses. In this conceptual delineation, we can observe a narrowing of
entrepreneurship competence in the field of business in the sense of conducting business
(focused on financial gain).
Q2: What research objectives do the authors of the selected studies set?
In research related to entrepreneurship competence, it is characteristic to aim for diagnosing
the achieved level of competence in the studied individuals. Using the EntreComp model
(2016), two of the analyzed studies target the diagnosis and identification of the educational
needs of students (Czyzewska & Mroczek, 2020; Morselli & Gorenc, 2021). One study
(Morselli & Gorenc, 2021) does not explicitly set mapping the level of achieved competence
as a research objective, but due to the nature of the research intent, it must also evaluate the
competencies achieved by students. These two studies seek to verify the extent to which the
proposed tool (modified EntreComp model) can be used to assess entrepreneurial competencies
and evaluate the results of students after completing an educational program, which was
theoretically assumed to develop competence in entrepreneurship (Morselli & Gorenc, 2021).
Another study (Czyzewska et al., 2020) in this group focused on diagnosing competencies that
go beyond diagnosis and also focuses on identifying the level of achieved competence in
different groups of students based on their gender, financial status, and professional situation.
Based on this, the study aims to find out how different groups differ in competency levels,
respectively, which competencies need to be strengthened in specific groups of students, and
conversely, which can be developed collectively across groups.
Another trend in research on entrepreneurship competence is its identification and mapping in
national curricula. Three out of seven studies follow this direction (Mannathoko, 2020; Marinič
& Válek, 2018; Rachwał et al., 2016), differing in which level of curriculum they focus on
(Janík et al. 2011). In the analyzed studies, we find research on curriculum intended,
implemented, achieved, or transformed between these levels. These three studies examine the
curriculum design process and, based on the analysis, aim to present suggestions for its
improvement. In all three researches, the focus is on mapping the current state and conception
of entrepreneurship competence in the national curriculum as a whole, i.e., across various
educational areas. In one case (Rachwał et al., 2016), the main goal, however, is to identify
changes in entrepreneurship education after the reform of the Polish education system in 1999,
and in the other case (Marinič & Válek, 2018), the primary aim is to present a possible way of
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transforming the Czech RVP (curricular document on state level) into ŠVP (curricular
document on school level). Therefore, this study also aims to analyze the RVP for secondary
schools and compare the handling of competencies in the curriculum with the definition of
competence according to the surveys of the Global Entrepreneurship Monitor (GEM) or the
Global Entrepreneurship Development Index (GEDI). The main goal of the study is to identify
the extent of compatibility in the definitions of both documents and the extent of incorporation
of the business theme (in this case viewed through the lens of financial literacy) into the RVP
for secondary schools.
The study by Mannathoko (2020) differs from those described above in that it examines only
a selected part of the curriculum - artistic subjects. The study is guided by questions such as:
To what extent do the artistic curricula of primary and lower secondary education influence
students' entrepreneurial skills? How well do teachers incorporate business content and impart
business skills prescribed by principles and curricula to students during art education and
learning? To what extent are students in visual and performing arts prepared for
entrepreneurship in primary education? To what extent do primary and lower secondary
schools collaborate with practicing artists and/or artistic entrepreneurs in working with students
to help them develop their practical and entrepreneurial skills? Based on the research questions,
we can summarize that, unlike other studies, this study is the only one that aims for a
comprehensive understanding of entrepreneurship competence by examining the relationships
between all actors and levels of the curriculum.
Among the remaining two studies (Lilleväli & Täks, 2017; Pepin, 2018), we can find a
similarity in the general focus on understanding and processing the concept of entrepreneurship
competence. The first study (Lilleväli et al., 2017) aims to understand how systematic
competence development at all levels of education is conceptualized in various models of
entrepreneurship education competence. Specifically, in five different models, it examines the
goals, definitions, and content of this competence, as well as the overall approach to creating
models. Furthermore, the study aims to characterize how competence models relate to specific
educational contexts or how and when they expect competencies to grow in different
educational systems and at different levels of education. In other words, this work examines
which critical aspects need to be taken into account when creating systematic competence
models for entrepreneurship education.
The last study (Pepin, 2018) stands out in its focus on all the research trends described above,
as it delves into the conceptualization and understanding of entrepreneurship competence in
the context of national education. This study at the level of the designed curriculum does not
map competence as previous works do but only attempts to conceptualize and understand this
competence in the context of national education. Therefore, it raises the question: What does
it mean to learn to "be entrepreneurial" in school?
Q3: What research samples and methods do the authors of the selected studies use?
To characterize the analyzed studies in terms of their research sample, we can divide them into
three groups: studies researching students (Pepin, 2018; Mannathoko, 2020; Morselli &
Gorenc, 2021; Czyzewska & Mroczek, 2020); studies examining curriculum documents
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(Rachwal et al., 2016; Marinič & Válek, 2018), and studies whose research subject is
competency models (Lilleväli & Täks, 2017).
In the first group, variously sized student samples ranging from 19 to 653 are used. The
selection is not predominantly explicitly justified, but it can be inferred from the texts of the
studies that it involves a random selection of schools, grades (programs), and students. If the
selection is influenced by any criterion, it is either the implementation of a specific
entrepreneurship program at a given school, the geographical location of schools, or the focus
of the research on a specific age level of students. In two studies (Czyzewska & Mroczek,
2020; Morselli & Gorenc, 2021) that focus on high school and university students, the number
of respondents is significantly higher (40, 290) compared to two research samples (Pepin,
2018; Mannathoko, 2020) targeting elementary school levels (19, 20). For research at
elementary schools (Pepin, 2018; Mannathoko, 2020), it is specific that teachers of students
are also included in the research sample.
In studies conducted at the university level (Czyzewska & Mroczek, 2020; Morselli & Gorenc,
2021), the questionnaire method is used for data collection. In all three cases, it involves a
questionnaire based on the EntreComp framework, which is modified in some way. The
modification in two cases (Czyzewska & Mroczek, 2020; Morselli & Gorenc, 2021) consists
of adding additional open-ended questions to the set of original closed-ended questions. The
purpose of this modification is to understand the broader contexts of the evaluated programs
(e.g., finding out what students disliked and liked about the course, whether a similar course
should be designed for future generations of students, etc.). In both cases, it involves the
collection of data that are subjective assessments by students.
The situation is different for studies focused on the elementary school level (Pepin, 2018;
Mannathoko, 2020). Firstly, all studies apply the qualitative method of case study (in one case,
it involves multiple cases). Secondly, they apply a range of other data collection methods, such
as participant observation, informal and structured interviews with students and teachers (both
individual and group), questionnaires, video recordings from classes, curriculum documents,
teachers' diaries, notes on lesson plans, and field notes from teachers and researchers.
For data analysis in studies conducted at the university level, various approaches are used. In
one case (Czyzewska & Mroczek, 2020), the "Rule induction method" is used to create three
separate datasets (decision tables) for three different categories of respondents (gender,
financial status, and professional situation). In the data analysis, relationships between
entrepreneurship competence and metric questions (i.e., gender, financial status, and
professional situation) are identified among the respondents' responses and the established
categories using sets of rules. The second study (Morselli & Gorenc, 2021) employs an
integrative approach of formative data analysis in the research process (Ravitch & Carl, 2019).
This involves integrating various data sources to find possible connections, embedding data
into related theories, and repeating a flexible and collaborative process.
This method acknowledges that the overall framework for data analysis is systematic and
intentional, but also emerging and creative due to the gradually emerging conceptual
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framework. The methods of data analysis in studies conducted at elementary schools are
considerably simpler compared to the above-mentioned research. Content analysis of
curriculum documents, interviews, and other records prevail, which are analyzed in the context
of research questions. Only one study (Pepin, 2018) uses John Dewey's (1938) theory of inquiry
as a theoretical tool for data analysis. It views the data collected during the implementation of
the school business project as a series of uncertain situations that required a group of students
to conduct repeated investigations. Methodologically, eight inquiry processes were considered
mini-cases within the case. They were analyzed separately but from the same analytical
perspective: (a) what can be learned from each inquiry process to document how to learn to do
business, and (b) what can be learned from each inquiry process to document learning through
doing.
The second group of studies (Rachwał et al., 2016; Marinič & Válek, 2018) primarily focused
on the analysis of curriculum documents. In both cases, they use content analysis of text and
compare them with other base documents. However, Rachwał et al. (2016) and Marinič &
Válek (2018) do not describe in detail the procedure or tools used to analyze curriculum
documents.
The third group includes the study by Lilleväli & Täks (2017), which focuses on competency
models. In this context, we do not talk about a research sample that includes individuals.
Lilleväli & Täks (2017) worked with 5 existing competency models, which are compared with
each other. The criteria for selecting the analyzed models were as follows: the competency
models must represent a form of entrepreneurship competence development at various levels;
a certain form of gradual competence development must be demonstrated; the capability model
must be designed at a national or regional level; the competency model must significantly
contribute to the current understanding of systematic entrepreneurship education.
The analysis of the five models was then conducted with research questions, and the method
varied for answering each of them. The authors used a comparative analysis method to compare
the goals, definitions, and approaches to constructing entrepreneurship competence in the five
competency models. They also examined the background of competency models to understand
the educational contexts for which the models were constructed. This primarily involved
observing various aspects of the educational context, such as whether the models were created
in existing parts of the education system, who the models were adapted for, and how different
aspects might influence their usability in specific contexts. The researchers also compared how
the models set out the gradual development of competence by seeking answers to how and with
what timeline progression is described in the models. Finally, all models were compared with
LeDeist & Winterton's (2005) classification of four dimensions of competencies to identify
what all models have in common and what specific components makeup entrepreneurship
competence in each model.
Discussion and conclusion
The results of the overview study highlight three main areas of findings in the analyzed studies:
identification and validation of competency models in practice; mapping the process of
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developing entrepreneurial competence in school practice; and the role of entrepreneurial
competence in curriculum documents.
The analysis of competency models revealed their applicability in various contexts, with
EntreComp focusing on the educational environment, while other models have more specific
target groups (Czyzewska & Mroczek, 2020; Morselli & Gorenc, 2021). However, these
models share a comprehensive structure of entrepreneurial competence, encompassing more
than just an economic perspective on entrepreneurship (Lilleväli & Täks, 2017). The studies
also indicate that the EntreComp model requires modifications to more precisely anchor
selected soft skills, such as presentation skills (Morselli & Gorenc, 2021). The research often
points out insufficient application and testing of competency models in practice and
recommends further validation to obtain feedback from practitioners and end-users (Lilleväli
& Täks, 2017).
The results of the research show that effective development of entrepreneurial competence is
possible through various methods and educational programs, which share a foundation in
experiential and problem-based learning as well as inquiry-based pedagogy (Morselli &
Gorenc, 2021; Pepin, 2018). These methods lead to the development of teamwork, and
experiential learning, and utilize the educational potential of real-life situations. Pinho et al.
(2019) state that, thanks to these methods, students deeply developed personal and social
competencies crucial for their personality development, such as increased motivation to learn;
respect for colleagues; taking responsibility for tasks to be performed; and deepening
knowledge and skills in problem-solving.
The selected studies emphasize the importance of the teacher's role in the process of developing
entrepreneurial competence. Striking the right balance between guiding and supporting
students is key to effectively engaging students in entrepreneurial education (Pepin, 2018).
Mannathoko (2020) pointed out possible causes of insufficient development of entrepreneurial
competence in teaching, and one of them was the inadequate preparation and awareness of
teachers about possible entrepreneurship development (they did not encounter
entrepreneurship development in their professional training); the second cause was the lack of
effective collaboration with experts from the field, who could convey their experiences from
various educational areas to students and serve as models of entrepreneurial individuals. The
final area concerns the inclusion of entrepreneurial competence in curriculum documents.
Entrepreneurial competence is often not explicitly named in curriculum documents or is
defined very broadly at the level of the national curriculum, subsequently causing inadequate
implementation of entrepreneurship in the curriculum (Marinič & Válek, 2018).
The research results indicate a significant disorder in the definitions and implementation of this
competence into education, often focusing only on the economic aspect and neglecting other
skills or competencies (Marinič & Válek, 2018). This lack of a clear foundation for
entrepreneurship education may hurt the future development of students (Rachwał et al., 2016).
Authors' opinions diverge on how to approach entrepreneurship in the curriculum. On one
hand, authors find it insufficient if the curriculum lacks a separate subject focused on
entrepreneurship, which should be given sufficient space at all levels of education within
171
educational areas (Rachwał et al., 2016); on the other hand, they recommend including
entrepreneurial competence more as a cross-cutting theme or implementing its parts into
various subjects, rather than narrowing it down to a single educational area (Marinič & Válek,
2018).
Overall, the study results demonstrate diverse perspectives and approaches to the development
of entrepreneurial competence, emphasizing the importance of a comprehensive structure of
this competence and the need for its inclusion in various educational contexts (Czyzewska &
Mroczek, 2020; Lilleväli & Täks, 2017; Marinič & Válek, 2018; Morselli & Gorenc, 2021;
Pepin, 2018).
Acknowledgment
This study was supported by a grant from Masaryk University with code MUNI/A/1216/2022.
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174
3. EXAMINING STUDENTS’ SELF-ASSESSMENT CONCERNING THEIR WRITING
SKILLS DEVELOPMENT IN SECOND LANGUAGE LEARNING
Ida ZAGYVÁNÉ SZŰCS
Egri Dobó Isván Gimnázium, Eszterházy Károly Catholic University, Hungary
[email protected]
Abstract
Our long teaching experience including that during the period of pandemic, our special field of
research interest (self-assessment) and the theoretical implications related to self-regulation
made us search for an effective tool and method to develop our students’ self-regulated learning
in English as a second language in order to prepare them for life-long learning. Not only have
we applied self-assessment as a method but also we decided to describe the whole process of
the investigation to detect trends and changes in the ninth-grade students’ self-assessment
throughout an academic year.
In the action research, we rely on the rich scientific literature base providing a wide spectrum
of researches dealing with the interrelations between self-assessment, self-efficacy and
teacher’s assessment promoting self-regulation.
The results are based on the quantitative analysis of data gained from the students’ selfassessment forms filled in six times during the school year. The data analysis includes
descriptive and mathematical statistical tests.
The results show complex interrelations among students’ self-assessment, self-efficacy and the
teacher’s assessment with different accents. The results also show that there may be students
in classes who are not able to assess themselves properly. In those cases, the teacher must pay
more attention to the criteria clarification and provide a wide-scale feedback to students’
performance.
With the help of this action research, we had an opportunity to have a deeper understanding of
complex processes of pedagogical assessment contributing to the development of teachers’
assessment culture not only in our school but also in schools in general.
Key words: self-regulated learning, self-assessment, second language learning, writing skills
DOI: 10.21862/atee.2023.13
Introduction
Having a double professional identity (being a secondary school teacher and a teacher
educator), we have always been seeking for possible ways to link teaching practice to theory.
In this study, we present the results of the first phase of a teacher researcher programme with
the purpose of showing the academic world and our future teacher students that theory and
practice can go hand in hand and not separated from each other.
Supporting the rational of this study, we have to mention a great number of strategical
documents in the European Union, which emphasize the importance of self-regulated learning
175
(European Commission, 1995; European Commission, 2000; European Commission, 2003,
OECD, 2021). Parallel to this, the National Curriculum in Hungary (NAT, 2020: 315) also
points out that development of self-regulated learning and sustainable development of skills
related to „live” foreign languages are very important issues in the Hungarian education
system. During and after the pandemic, a lot of researches were conducted drawing the
conclusion that it is crucial to be a self-regulated learner in special situations when students are
left alone as far as learning is concerned (McNulty & Baird, 2020; Molnár & Dudok, 2021;
Antal & Trásy, 2021; Tóth et al., 2021). Finally, we should mention the great number of former
researches focusing on self-assessment, self-efficacy and self-regulated learning. All these
points and our special field of scientific interest, which is self-assessment, made us investigate
the ninth-grade students’ self-assessment during an academic year on the domain of English
language writing skills development as the main actor of their self-regulated learning. First, we
discuss the relevant literature dealing with self-regulated learning, self-assessment and selfefficacy. Then, we introduce our research questions, the research paradigm and methods used
to give proper answers to the research questions. After that, we present the results of our
investigation and finally, draw the conclusions, which orienteer us to continue the research
using up implications and make teachers and future teachers aware of the fact that inquirybased teaching adds a lot to the quality of teaching.
Literature review
The theoretical frame of our research is based on three pillars: self-regulated learning, selfassessment and self-efficacy perception.
The concept of self-regulated learning is explained in many different approaches (Zimmerman
& Martinez Pons, 1988, p. 24; McCombs & Marzano, 1990, p. 53; Panadero, 2017). Relying
on definitions worked out by the researchers Self-regulated learning is a complex system of
cognitive, motivational and metacognitive regulatory processes in which the students regulate
their own learning processes from setting goals through making plans, realizing plans, and
assessing their learning outcomes and the learning process as well.
Panadero (2017) analysed six models of Self-regulated learning:
Zimmerman’s Socio-cognitive Perspective of Self-regulated learning Grounded by
Three Models,
Boekaerts’ Different Goal Roadmaps (Top–Down/Bottom–Up) and the Role of
Emotions,
Winne and Hadwin’s Exploring Self-regulated learning from a Metacognitive
Perspective,
Pintrich’s Grounding the Field and Emphasizing the Role of Motivation in Selfregulated learning,
Efklides’ The Missing Piece between Metacognition and Self-regulated learning,
Hadwin, Järvelä, and Miller’s Self-regulated learning in the Context of Collaborative
Learning.
176
All these models have a common feature. They identify three main phases within selfregulation:
a preparatory phase, which includes task analysis, planning, activation of goals, and
setting goals;
a performance phase, in which the actual task is done while monitoring and controlling
the progress of performance; and
an appraisal phase, in which the student reflects, regulates, and adapts for future
performances.
We accept Panadero’s point of view according to which in these models self-regulated learning
is an open process. The phases cannot be separated clear-cut and self-regulated learning is a
cyclical process, composed of different phases and sub processes. The phases are interrelated
(Panadero, 2017).
Self-assessment is an essential part and one of the sub processes of self-regulated learning. It
is closely connected to feedback, the appraisal phase. If we examine the evolution of the notion
of self-assessment, we can see that first it was described as a special type of knowledge and
beliefs (Boud, 1995) with the help of which the student is able to assess their knowledge.
According to Black & Wiliam, (1998); Andrade & Boutlay, (2003); Noonan & Randy, (2005);
Panadero, Brown & Courtney, (2014) self-assessment is a method of formative assessment
when learners form criteria and compare their achievement to the criteria. In scientific
literature, self-assessment is also identified as a function unifying the two previous approaches
(Alonso-Tapia & Panadero, 2013. p. 63) and saying that this function is realized by monitoring
(self-reflection) and self-evaluation (making a judgement). Self-reflection and self-evaluation
are the two main components of self-assessment and they promote self-regulation (Athanasou,
2005, p. 292; Panadero, Brown & Strijbos, 2016, p. 3.). In our research context, we use this
approach.
There is a great number of researches dealing with the connections between self-assessment
and self-regulated learning. The results support the idea that development of self-regulated
skills contributes to better learning achievements (Brown & Harris, 2013; Panadero, AlonsoTapia & Huertas, 2012; Ramdass & Zimmerman, 2008). Other researches emphasize the
mutual developing effect between self-assessment and self-regulation (Lan, 1998; Kostons,
Van Gog, & Paas, 2012; Panadero, Jonsson & Strijbos, 2016). Some researches focus on the
relationship of self-assessment skills with task-related self-efficacy, not all of them having
proved their strong positive relationship (Olina & Sullivan, 2004; Rammdas & Zimmerman,
2008; Andrade et al., 2009). The meta-analysis conducted by Panadero (2017) justified the
positive effect of self-assessment on self-regulated learning and self-efficacy. Finally, we have
to mention researches examining the role of students’ self-assessment in supporting other forms
of assessment that are making students aware of their own learning self-regulated learning
strategies (Black & Wiliam, 1998; Nicol & McFarlane-Dick, 2006; Tan, 2012; Taras, 2010).
The researches resulting in methodological implications construct another group of
investigations. They point out the role of feedback in self-regulated learning (Black & William,
1998), give the criteria of a good feedback (Nicol & McFarlane-Dick; 2006), describe a
theoretical approach to the role of formative assessment in self-regulated learning (Clark,
2012), or the role of students’ active involvement in self- and peer-assessment opposing
177
methods applied by teachers (Panadero, Jonsson & Strijbos, 2016). Some practical instructions
to effective use of self-assessment in learning and teaching (Andrade & Valtcheva, 2009; Ross,
2006; Wong, 2022) have been also introduced. The role of former positive experiences related
to self-regulated learning and identifying the advantages of self-assessment such as identifying
errors, correcting errors, development of learning skills are also named as key elements in the
effective application of self-assessment (Panadero; 2011) and have also been mentioned in the
scientific literature.
The notion of self-efficacy perception being the third pillar of our theoretical frame is related
to Albert Bandura according to whom it is an individual's belief in their capacity to execute
behaviours necessary to produce specific performance attainments (Bandura, 1994, 1986,
1997). Self-efficacy perception is one of the most important motivating agents in self-regulated
learning.
The researches related to self-efficacy perception can be classified into two groups. On the one
hand, some studies are about the results confirming that self-efficacy perception plays a crucial
role in supporting better learning achievements (Bong & Skaalvik, 2003; Nisbet et al., 2005;
Wen & Johnson, 1997) in general, students with high self-efficacy beliefs are more committed
to learning better (Turner et al., 2009; Molnár & Péter-Szarka, 2017; Olivier et al, 2019).
Within this group, there are researches about self-efficacy perception in the context of different
subjects, proving that there are positive significant correlations between self-efficacy
perception and learning outcomes in mathematics among secondary school students (Stevens
et al., 2004), in mathematics among primary school students (House, 2006) and in English as
a second language among student teachers (Wang et al. 2013).
Another group of examinations focuses on self-efficacy perception related to language learning
strategies in listening comprehension (Graham, 2011), reading comprehension (Naseri &
Zaferanieh, 2012; Tobing, 2013), speaking skills (Asakereh & Dehghannezhad, 2015,
Desmalazia & Septiani, 2017), writing skills (William & Takaku, 2011), and learning
achievement (Huang & Chang, 1996), motivation (Ersanli, 2015; Husain, 2014).
Considering all researches, we can see that the literature is rich but task specific investigations
concentrating on the teaching practice and exploring interrelations among self-assessment,
self-efficacy and teacher’s assessment are rare. Our research’s goal is to fill in this gap.
Research method
The focus of our research is examining students’ self-assessment concerning their writing skills
development in the field of learning English as a second language. The research goal is to
examine the ninth-grade students’ self-assessment development during an academic year. To
gain a more detailed picture and to meet the research goal, we formed three research questions:
How is students’ self-assessment changing during an academic year on the domain of
English language writing skills?
How students’ self-efficacy perceptions are changing during an academic year on the
domain of English language writing skills?
How are interrelations between students’ self-assessment and teacher’s assessment
changing during an academic year on the domain of English language writing skills?
In order to answer the questions, we have been conducting an action research, that means that
depending on the results of the first phase of the research we revise the whole research process
178
and make adjustments in order to receive the proper answers based on the most adequate
research procedures. The first phase of the action research contained six blocks of selfassessment. The topics of the blocks were:
Introducing somebody-describing a person,
Describing a place,
Describing motives of language learning,
Informal letter giving news,
Story writing, and
Essay writing.
The research tool was an assessment sheet (Table 1), developed by the teacher researcher,
containing the criteria of assessment developed together with the students. The assessment
sheet contained four types of assessment:
Pre-test by the students which measures the students’ self-efficacy perception related
to a specific task component,
Students’ self-assessment,
Teacher’s assessment, and
Students’ comments.
Table 1. Part of the assessment sheet with the criteria of Completing the task
179
The criteria of each type of assessment were:
Completing the task,
Structuring the text,
Vocabulary, and
Grammar in use.
These criteria are the same as the ones of Matura examination of writing tasks, which is based
on The Common European Framework of Reference for Languages (Council of Europe, 2020)
but scoring is based on the teacher’s and students’ mutual agreement.
The sample consisted of 15 ninth-grade students with 11 boys and 4 girls. The students study
at a secondary school (in Hungarian this school type is called gimnázium), in one of the counties
located in the Northeast of Hungary. The school is in the county centre. In the group, there are
students of average skills. They have five English lessons a week.
Research results
The results are based on the analysis of data gained through our research tool (assessment
sheet). We used SPSS statistics software to provide descriptive statistics, and to examine
correlations between different variables of the Students’ pre-test (Self-efficacy perception),
Students’ self-assessment and Teacher’s assessment. Furthermore, we conducted multivariate
linear regression to explore interrelations of different variables of three types of assessment,
and cluster analysis to identify possible groups of students within the data set.
Figure 1. Self-assessment, Self-efficacy perception and Teacher’s assessment during an academic year
180
Results based on descriptive statistics (Figure 1) show that both Self-assessment and Selfefficacy perceptions were slightly decreasing by the end of the academic year, while Teacher’s
assessment was slightly increasing.
Figure 2. Criteria of Self-assessment, Self-efficacy and Teacher’s assessment
Taking the static view of the criteria of the three types of assessment, we can conclude that
students’ Self-efficacy perception was the highest, Teacher’s assessment was the second in
order except for Structuring, and students’ Self-assessment was the third except for
structuring.
There were some significant positive correlations between the variables of Self-assessment and
Teacher’s assessment, the strongest appearing between Self-assessment (Completing the task)
and the same variable of Teacher’s assessment (r=0.389 p <0.05). The biggest number of
positive significant correlations of medium strength were shown between Self-assessment and
Self-efficacy perception, the strongest appearing between the variable of Grammar in use in
Self-assessment and the same variable of Self-efficacy perception (r=0.705 p<0,01). It shows
that the students look at their writing skills development through the lens of Grammar in use.
If they experience development in the field of grammar, their Self-assessment and Self-efficacy
perception will also increase. This result might show that the teachers emphasize the
importance of applying grammar correctly in writing a piece of text. The fewest number of
significant correlations appeared between the variables of Self-efficacy perception and the ones
181
of Teacher’s assessment. Another interesting result is that the correlations were detected
between the same variables of Self-assessment and Teacher’s assessment, and the same criteria
of Self-assessment and Self-efficacy perception, but it is not like that in the case of the variables
of Self-efficacy perception and Teacher’s assessment.
We conducted a multivariate linear regression analysis (Enter method) to measure the
relationships between these multidimensional variables. We entered 11 variables of Selfefficacy perception, Self-assessment and Teacher’s assessment, and identified 10 significant
models (p <0.01).
Figure 3. Interrelations among the variables of Self-assessment, Self-efficacy and Teacher’s assessment
The Figure 3 shows the extent to which the entered variables explain Self-assessment, Selfefficacy perception and Teacher’s assessment. The interrelations on the axis of Self-assessment
and Self-efficacy perception are more frequent and stronger than on the axis of Self-assessment
and Teacher’s assessment. There were no interrelations detected on the axis of Self-efficacy
perception and Teacher’s assessment in the models. The width of the arrows is also important,
because they show the strength of the interrelations. We can conclude that the most intensive
relationships appear between Self-assessment and Self-efficacy perception and the impact of
Self-assessment on Self-efficacy perception is stronger than in the other direction. It underlines
the role of Self-assessment in self-regulated learning.
182
Ward
Method
1 Mean
N
Std.
Deviation
2 Mean
N
Teacher's
SelfSelfSelfSelfSelfSelfSelfSelfassessme Teacher's
Teacher's
Teacher's
efficacy efficacy efficacy_
assesmen assessment_
efficacy_Task
assessment_Tas assessment_St
nt_Task assessment_St assessment_V assessment_Gra
_Structu _Vocabu Grammar
t_Vocabu Grammar in
completing
k completing
ructuring
completi ructuring
ocabulary
mmar in use
ring
lary
in use
lary
use
ng
94.17
96.83
82.76
65.33
95.57
97.50
78.24
65.84
93.75
94.48
77.41
68.75
10
10
10
10
10
10
10
10
10
10
10
10
6.574
4.957
7.922
13.072
4.120
3.447
9.431
10.941
6.327
6.721
9.261
7.322
77.83
78.33
51.67
46.67
69.50
82.50
80.00
80.00
68.00
85.17
44.17
45.00
1
1
1
1
1
1
1
1
1
1
1
1
85.79
93.13
67.29
54.16
80.92
87.92
52.75
43.75
87.21
82.92
65.00
45.84
4
4
4
4
4
4
4
4
4
4
4
4
Std.
Deviation
3 Mean
N
Std.
Deviation
T Mean
ot
al N
Std.
Deviation
14.508
11.145 8.260
8.768
15.304
9.391
7.577
3.941
9.237
7.280
7.201
5.403
90.84
94.61
76.56
61.11
89.92
93.94
71.56
60.89
90.29
90.78
71.89
61.06
15
15
15
15
15
15
15
15
15
15
15
15
11.697
7.437
14.404
14.415
9.527
8.373
12.509
12.946
10.008
8.093 12.297 12.953
Table 2. Cluster analysis
We conducted cluster analysis to explore naturally occurring groups within the data set. We
used Hierarchical cluster analysis with Wards method. In the table (Table 2), we can see three
clusters which we named Realistic group 1. (First cluster), Unrealistic group (Second cluster)
and Realistic group 2 (Third cluster). In Realistic group 1, the students (N=10) have a high
level of Self-assessment and Self-efficacy perception, and Self-assessment is slightly higher
than Self-efficacy perception. Comparing the students’ Self-assessment to the Teacher’s
assessment, we can see that they overlap each other. In Realistic group 2 (N=4), Selfassessment and Self-efficacy perception are also high but slightly lower than in Realistic group
1. In this group, the students’ Self-efficacy perception is slightly higher than their Selfassessment, and the Teacher’s assessment, similarly to the first group, overlaps Selfassessment. In Unrealistic group, which includes only one student, Self-efficacy perception
and Self-assessment are much lower than in the case of the previous two groups, and there is a
wide gap between Self-assessment and Teacher’s assessment. The student assessed their
achievements at a higher level than the teacher did. This group, even if it includes only one
student (in other groups there can be more similar students), needs more attention from the
teacher in order to close the gap between Self-assessment and Teacher’s assessment. The way
to bring students’ Self-assessment and Teacher’s assessment closer can be to make the
student/students more aware of the criteria of assessment, on the one hand, and to find more
motivating contents in the field of writing skills development, on the other hand.
183
Discussion and conclusions
In this study, we presented the results of the first phase of an action research, which is being
conducted within a frame of a teacher researcher programme. The research questions
orienteered us to explore the trends of our students’ Self-assessment and Self-efficacy
perception in the field of English writing skills development. Self-assessment was conducted
throughout an academic year on a regular basis with the help of an assessment sheet developed
by both the teacher and the students. The results of the action research show that both students’
Self-assessment and Self-efficacy perception were slightly decreasing by the end of the year.
It can be explained by the students’ age. Being a teenager is a very sensitive period of life with
a lot of uncertainties. This aspect requires further research of psychological characteristics. On
the other hand, the cause of the decrease can be the fact that the research was conducted in the
first year of the students’ secondary school studies. They came from different primary schools;
therefore, meeting a new learning environment, new requirements, new teachers and new
classmates can play their roles in the decline of Self-assessment and Self-efficacy perception.
It has an implication that not only early childhood transitions require more attention and deeper
understanding from teachers, but also, transitions from primary to secondary school deserve
consideration.
The results of multivariate linear regression justified the results of former research results
according to which Self-assessment and Self-efficacy beliefs have strong positive impact on
each other (Olina & Sullivan, 2004; Ramdass & Zimmerman, 2008; Andrade & Valtcheva,
2009). Our results point out a stronger impact of Self-assessment on Self-efficacy than that of
Self-efficacy on Self-assessment, which underlines the role of Self–assessment in Self–
regulated learning.
The cluster analysis showed that there might be students in any class whose Self-assessment
and the Teacher’s assessment do not match. It gives further tasks to teachers as for the learningteaching process, e. g. focusing on more effective methods of supporting students’ selfregulated learning.
The limitation of this investigation is a small number of the sample but as we have been
conducting a longitudinal study, a more complex and valid picture of development of Selfassessment and self-regulated learning skills can be depicted with the help of our results.
As for the future prospects of the action research, it will be extended to the field of speaking
skills development the following year, and we will present the results of analysing the
comments made by the students in a future research paper. As we teach not only secondaryschool students, but we also play an active role as teachers’ trainers, the current results being
introduced to pre-service teachers can add to their understanding of the importance of
supporting self-regulated learning and providing exact tips on how to do that in their everyday
teaching practice.
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TEACHER EDUCATION AND NEW
TECHNOLOGIES
189
1. A MODEL TO SUPPORT TEACHERS IN BRINGING COMPUTER SCIENCE INTO
THE CLASSROOM
Angela SUGLIANO1,2, Giorgio DELZANNO2, and Giovanna GUERRINI2
1
Associazione EPICT Italy
[email protected]
2
Università degli Studi di Genova, Italy
[email protected],
[email protected]
Abstract
The model described in this paper present an innovative tool to help teachers in defining the
learning objectives for lesson plans focused on coding practices. The aim is to chart a map
organized by school levels which allows teachers to relate computational concepts and
practices with coding tools used in school, and then with the elements of “computer science
skills” proposed in the guidelines defined by the Italian National interuniversity Consortium
for Information Technology and, at the European level, by The Informatics Reference
Framework for School.
DOI: 10.21862/atee.2023.14
1. Introduction
In this paper, we present an innovative tool to help teachers in defining learning objectives of
educational activities related to computational thinking and coding skills. More specifically,
we have developed a model which consists of a syllabus accompanied by examples of
educational activities for teaching programming at school. The aim is to provide teachers with
a chart organized by school levels, which allows them to relate computational concepts and
practices with the functions of the main tools used in school for programming, and with the
elements of computer science skills proposed in the manifesto ”Proposal of guidelines for
information technology” of the CINI - National Interuniversity Consortium for Information
Technology [1] and, at European level, by The Informatics Reference Framework for School
[2,3].
The proposed model represents a useful tool for evaluation: the grades assigned by teachers to
students as a result of carrying out the various activities may be - using the mapping proposed
in the model - linked to computer skills and therefore the evaluation data can be elaborated to
create graphs that make explicit the more or less achieved skills. Students can have evidence
of their performance, and teachers can monitor the overall progress of the class. The results
can be used also to assess and certify the computer programming skills acquired by students,
concerning the DigComp 2.2 framework [4].
Finally, the proposed model supports teachers in exercising two of the competences described
by the DigCompEdu framework: competence 6.3 - Fa- cilitating learners’ digital competences
concerning the creation of digital content (and in particular programming); and competence
4.1 (Analysing evidence) and 4.2 (Feedback and planning) thanks to the possibility to elaborate
the grades and give constructive feedback to students regarding their gaps and also planning
adequate learning activities to fill those gaps.
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Structure of the paper. The remainder of the paper is organized as follows. In Section 2, we
present the CINI syllabus and introduce the rationale behind our model. In Section 3, we
present a unit for lower primary schools based on the ScratchJr language. In Section 4, we
present a unit for upper primary school based on the Scratch language. In Section 5, we present
a unit for lower secondary schools based on the Pocket Code language. In Section 6, we present
a unit for upper secondary schools based on the EduBlocks tool. Finally, in Section 7, we
address some conclusions and future work.
2
Guidelines and Model Structure
Computer science education is taking on an increasingly important role in our society,
especially if seen as a tool to address the acceleration that the transition to digital has undergone
in recent years. In this context, Computational thinking [5] and Coding play a fundamental role
in introducing the basic concepts of
programming at every educational level and age.
Computational Thinking is at
the basis of many modern methods of learning programming
already at early school levels. Computational Thinking can be seen as a mental process, based
on abstraction and reasoning, to be applied to solve problems by formulating solutions in terms
of algorithms. In any activity, even unplugged, inspired by computational thinking, it is
necessary to establish the instructions, and therefore the language, to be used in preparing the
algorithms. In this context, a very common practice is to start introducing these concepts
starting from “every day algorithms”, that is, formulating common procedures in terms of
precise sequences of easy to understand instructions and indicating possible alternatives
depending on conditions, parts to be repeated, etc. Computational Thinking also provides
methodological and analytical approaches to address and solve problems algorithmically:
decomposing a complex problem into simpler sub problems, guarantees efficiency, generality,
adequacy of a solution. The instructions used in the representation of the algorithms are based
on computational concepts common to the functioning of computers and programming
languages: instruction sequence, data representation and manio, variables, alternative control
flows based on a condition, and iterations.
To the end of establishing instructions that can be unambiguously executable by an executor,
and algorithms that can be represented finitely, is essential understanding two important
aspects of programming: we need to give precise instructions to the computer in its language
based on elementary constructs. Good practices from software development in the professional
field are also suggested in computational thinking: Produce by successive iterations and
increments; Search for and correct programming errors (bugs) as soon as possible; Recycle and
mix existing programs; Divide a program into modules to reuse parts in other programs.
The elements highlighted above in bold, represent some of the elements listed in the "Proposal
of guidelines for information technology at school" developed in Italy by CINI - National
Interuniversity Consortium for Information Technology.
The CINI document lists - organized by school levels (Primary, Lower Secondary School, First
Biennium of Higher secondary School) – the learning objectives and the Knowledge and skill
students must acquire (and teacher must teach) at school. Knowledge and skills in CINI
guidelines are organized in five main areas: Programming, Data and Information, Digital
Awareness and Digital Creativity.
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Considering also other literature model for designing informatics curriculum in school [6] the
model we developed consist in mapping the CINI elements with the practices teachers uses
when guiding students in coding at school. Why we did it? Because we noticed – in our
experience of teacher educators – that at school coding is used to develop apps/little games or
to do storytelling, but without an explicit reference to computer science: in most cases teachers
doesn’t know or doesn’t make explicit in their lesson plan what computation concept and
method they are training while they are doing coding with their students.
Our model help teachers to have clear the informatics concept and practices they use in their
lessons and the help teachers to use the right words (the informatic language) when they write
the learning objective in their lesson plan, during lessons making the objectives clear and
explicit to students, and this is useful for the assessment and certification of the competences
at the end of the activities, producing graphs that visualise the area of competences more and
less achieved (e.g. using an assessment radar graph as that in Fig. 1).
Fig. 1. Example of a graph representing students’ performance mapped on CINI syllabus
elements.
After developing the mapping, we developed, four training programmes for the three levels of
school: lower primary school, primary school, lower secondary school, upper secondary
school. Each course consists of a foundational unplugged part and a practical plugged part
based on a coding tool that we have selected on the based on our experience with coding labs
with students and teachers in the context of a post graduate course at University of Genoa and
orientation activities. More precisely, we have selected the following block-based tools:
ScratchJr, Scratch, Pocketcode, and Edublocks. In particular, Edublocks provides code-based
and textual-based GUI, an ideal tool for the transition from coding to programming in
languages such as Python.
3
Lower Primary School: ScratchJr
The simplest way to develop computational thinking is based on coding languages. In this
context, computational concepts are represented through visual blocks with names in different
languages (multi-lingual therefore by definition) to (1) eliminate problems related to translation
between textual languages and (2) facilitate the construction of algorithms using the Lego-like
192
building blocks. In this context, learning programming is made more stimulating through the
addition of pre-packaged blocks which allow us to obtain animations, sounds and music,
interaction with the user, etc. ScratchJr is an introductory programming language that enables
young children (ages 5-7) to create their own interactive stories and games.
Fig. 2. Pre-school: Unplugged/Plugged based on ScratchJr, and Mapping to the CINI Syllabus
[3]
ScratchJr offers an instruction set that resembles physical movement in a game (jumping,
running, etc.), the ability to change the appearance of a game characters (enlarge, hide, etc.)
and management of collisions between characters, swapping of messages, timing of actions.
These animation blocks are combined creating sequences of instructions where it is also
possible to use repetition or return to an initial state constructs. The program is composed of a
series of scripts associated with events generated by the interaction with the player (e.g. starting
the game, pressing a character on the screen) or by the interaction between game characters
(e.g. collision). Each event block is therefore associated with a subprogram (sequence of
blocks) which specifies the character’s behavior in that situation. This subprogram can be seen
as an algorithm that defines the reaction to a certain event. Event blocks represent initial blocks
of a subprogram associated with a specific character (sprite) activated when the corresponding
event occurs. Motion blocks allow to move a sprite around the stage: move right/left/up/down,
rotate right/left, jump, and return to the position of the beginning of the game. Appearance
blocks change the rendering of the sprite icon in the game. Control blocks allow users to start,
193
repeat, and stop sequences of actions. By using the above-mentioned commands together with
blocks to pass from one scenario to another, it is possible to create animated stories by
interacting with individual sprites or programming actions triggered by the interaction between
sprites.
In Fig. 2 we present the program of a preschool training course based on the basic concepts of
computational thinking, unplugged part, and on ScratchJr on the plugged part. The program is
based on the above-mentioned blocks. A first example of exercise is to build an arcade game
in which a sprite has to reach a target cell moving in a labyrinth and avoiding enemies. Another
example is to build direction buttons to control a sprite in the 2D space to reach a given target
object. Students have to create buttons to move the main character via inter-sprite messages
and learn how to handle collisions between the main character and the targets. Finally, another
interesting example is to build a story in which the main character moves from one scene to
another, e.g. by using previously defined games, changing aspects and behavior, and
interacting with different characters. This kind of exercises can be introduced together with the
basic concepts of storytelling, e.g., classical narrative schemes such as a hero’s journey,
converging ideas, etc.
4
Primary School: Scratch
Scratch is the world’s largest coding community for children and a coding language with a
simple visual interface that allows young people to create digital stories, games, and
animations. Scratch is the version for a higher age group that maintains the same spirit as
Scratch jr but introduces many more computational concepts common to professional
programming languages for the creation of the script and the parts of the different sprites. For
example, in Scratch, there are blocks for creating numerical variables and arithmetic
expressions. Furthermore, there are control blocks to define alternatives (if ... then ... otherwise)
and loops (repeat until ...) for example with conditions on variables. In this way it is possible
not only to build games and stories but also algorithms to carry out calculations of any kind
(e.g. maximum of a set of numbers, plotting a mathematical function, searching for a word in
a dictionary, etc.). In Scratch it is possible to introduce different levels of reasoning starting for
example from every day algorithms by exploiting the possibility of creating and defining new
blocks.
194
Fig. 3. Primary school: Unplugged, Plugged based on Scratch, and Mapping to the CINI
Syllabus [3]
Scratch provides events (e.g. when a sprite is pressed) and message blocks (to send a receive
named messages). Messages are broadcast to all sprites and activate once each reception block
(e.g. they can simultaneously activate several scripts in the same or different sprites). Similarly
to ScratchJr, Scratch offers appearance and animation blocks to move sprites in a 2D scenario.
Differently from ScratchJr, the blocks are referred to the sprite point of view, i.e., sprites point
in a direction and must turn before changing direction. The sensing blocks can be used, e.g., to
detect collisions. The control blocks include basic control flows and time commands. The wait
blocks are used to pause the sprite for a certain number of seconds or on a given condition. The
forever block is the generalization of the restart block in ScratchJr in that its nested blocks are
executed forever. This block is quite useful for animations. The repeat blocks are used for
bounded loops. The if-then blocks model alternative/selections. The stop block halts a single
or all sprites. The control blocks for cloning sprites are quite useful to dynamically create new
195
sprites and objects, e.g., to programmatically create the initial stage of a game. Expressions
and conditions can be defined using expression blocks. These kinds of blocks reflect the tree
structures of arithmetic expressions. Another fundamental computational concept is that of
variables. Variables are used to maintain the current state of a program execution, e.g., the
current size and position of a sprite, data used during a given computation, etc. Users can
create a new variable and use the set and change blocks resp. to assign a value to the variable
and to update its value using an expression. Scratch also provides the blocks to create variables
that contain list of values. Lists are a basic example of sets of values that can be efficiently
manipulated via generic operations such as insertion, deletion, membership test, etc. Scratch
also provides the blocks to create user-defined blocks defined by specific subprograms.
In Fig. 3, we present the program of a primary school course based on the basic concepts of
algorithms, unplugged parts, and on Scratch in the plugged part. The program is based on the
blocks described in this section. An example of an exercise is the implementation of animations
associated with Everyday Algorithms by using the different categories of blocks to explore all
features of Scratch. A second type of exercise consists of the creation of a skeleton of an arcade
game. Extending the arcade game by introducing several game levels using different game
scenarios and different types of user interactions is also an interesting and challenging exercise
since Scratch does not support scenes as done in ScratchJr. Since Scratch has been designed
for creative programming, another natural application is the creation of a user interface to
animate basic examples of algorithms such as computing min and max of a given set of values,
etc. Animation can also be used to introduce basic concepts of mathematics and physics.
Fig. 4. Lower Secondary School: Unplugged, Plugged based on Pocket Code, and Mapping to
the CINI Syllabus [3]
5
Lower Secondary School: Pocket Code
Pocket Code is a visual programming language and creativity tool for smart-phones, tablets,
and mobile browsers. The App is available for both Android and iOS. The block language is
compatible with Scratch and provides categories similar to those present in Scratch. However,
it adds features typical of mobile devices such as user interaction via touch screen and built-in
variables to retrieve current data of inclination (via the gyroscope sensor) and acceleration of
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the device. Sensor data can be integrated in a game for instance to control the movement of a
sprite via the physical movement of the tablet.
Pocket Code also provides scenes (as in ScratchJr) and sprite groups a very useful feature for
the modular design of a project. As in Scratch, Pocket Code provides animation, appearance,
events, messages, and control blocks. A peculiarity of this language is that variables can be
assigned values of the value of the device sensors (accelerometer, gyroscope). The possibility
of combining virtual and physical data is quite appealing for lower secondary school students
who can use Pocket Code to create their game apps (don’t just play with your smartphone,
program it!). For instance, sprites can be controlled via the device inclination. In Fig. 4, we
present the program of a lower secondary school course based on the basic concepts of physical
computing, e.g. reactive systems that depend on sensor data, and Pocket Code exercises in
the plugged part. The program is based on the blocks and examples with sensor data described
in this section. The same examples discussed in Scratch can be proposed in Pocket Code by
suggesting to exploit additional features (scenes, sprite properties, sensor data) to create a more
sophisticated solution in which user-computer interaction is guided, e.g., by physical
interaction with the device.
Fig. 5. Upper secondary School: Unplugged, Plugged based on Edublocks/Python, and
Mapping to the CINI Syllabus
6
Upper Secondary School: EduBlocks and Python
EduBlocks is a free tool by Anaconda that helps anyone learn how to code with text-based
languages like Python or HTML using a familiar drag-and-drop blocks system. In EduBlocks,
each block represents a line of code. The text editor also updates with every block that is
dragged into the workspace. EduBlocks provides tools to create student assignments, keep
track of their progress, and to grade their work.
In Fig. 5, we present a unit consisting of eight short programming modules based on Edublocks.
The final assignments for each module require students, e.g., to devise an algorithm for
computing the area and perimeter, swap the values of two variables, receive two input numbers
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and store them in separate variables, then calculate and display their sum, accept an input
number, and assess if it fulfills a specified condition using oolean and comparison operators,
etc.
7
Discussion
The model is under validation within a Master’s degree provided by the University of Genoa
aimed at teachers for learning the pedagogical value of using digital technologies at school.
The evaluation of the model proposed is based on the feedback from the teachers involved in
the two previous initiatives, focusing on 1) the adherence to the competence identified by the
used frameworks (the ones from CINI and the Informatics for all) and 2) the adequacy of the
activities proposed for the different school orders. Syllabus and examples of activities are
useful tools for teachers who can – for the different school orders - offer students innovative
and engaging teaching activities and make explicit both the related learning objectives and the
involved concepts and computational practices (to be declared in their teaching plans).
References
1.
GII and GRIN. Proposal for a national informatics curriculum in the italian school,
2017.
2.
M. E. Caspersen, J. Gal-Ezer, A. McGettrick, E. Nardelli, D. Passey, B. Rovan, and
M. Webb. Informatics reference framework for school, 2022.
3.
M. E. Caspersen, J Gal-Ezer, A. D. McGettrick, and E. Nardelli. Informatics
education for school: A european initiative. Inroads, 14(1):49–53, 2023.
4.
R. Vuorikari, S. Kluzer Y., and Punie. Digcomp 2.2: The digital competence framework for citizens - with new examples of knowledge, skills and attitudes, eur 31006 en,
publications office of the european union, 2022.
5.
J. M. Wing. Computational thinking. Commun. ACM, 49(3):33–35, 2006.
6.
V. Dagienė, J. Hromkovič, R.Lacher, Designing Informatics Curriculum For K-12
Education, Informatics in Education, 2021, Vol. 20, No. 3, 333–360, 2021 Vilnius
University, ETH Zürich DOI: 10.15388/infedu.2021.22
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TEACHER EDUCATION CURRICULA
199
1. COMPETENCE-BASED COMPREHENSIVE EXAM IN PEDAGOGY AND
PSYCHOLOGY AT APOR VILMOS CATHOLIC COLLEGE
Judit GOMBÁS1 and Tamás KARÁTH2
Department of Psychology, Apor Vilmos Catholic College, Vác, Hungary
Department of English Language, Literature, and Didactics, Faculty of Education,
Comenius University in Bratislava, Slovakia
[email protected]
1
2
Abstract
Hungarian higher educational institutions apply an increasing number of innovative practices
in their teacher training programs, responding to the challenges posed by twenty-first-century
learning environments and children. The competence-based comprehensive exam in pedagogy
and psychology introduced in 2022 at Apor Vilmos Catholic College also illustrates good
practice.
To achieve our educational goals, we have developed a two-tier competence-based
comprehensive exam. In the first step, students complete an online theoretical test according
to their schedule at several attempts one of which has to produce a result of 100%.
Subsequently, at the oral exam, they participate in a role-playing game in groups of 3-5. Our
aim is to simulate real-life situations in which students can apply their pedagogical and
psychological competencies creatively and in a dramatic form. Each phase of the exam is a
learning platform that enhances students’ knowledge and develops their personality, forming
their pedagogical identity.
Our expectations have been confirmed by the findings of an empirical survey: students’
responses to a questionnaire attest that the competence-based exam is significantly more
popular. Students experience less distress, and more joy and success, during the examination
process, while they spend no less time with preparation than in the case of a traditional exam.
Since they consider the exam as a good practice, they would gladly apply the idea in their
pedagogical practice.
Keywords: competence-based exam, teacher preparation systems, competence development
in teacher education, stress-free exam, problem-based learning
DOI: 10.21862/atee.2023.15
Competence-Based Comprehensive Exam in Pedagogy and Psychology at Apor Vilmos
Catholic College
The performance of Hungarian students in national and international competency tests is on a
downward trend. According to the results of the most recently published 2018 PISA tests,
Hungarian students achieved significantly lower scores in all three areas (reading
comprehension, mathematics, and science) compared to the results of the early 2000s. Since
the turn of the millennium, the proportion of students performing at the weakest level has
increased, while the proportion of those performing at the highest level has remained stagnant
200
or has slightly decreased (Oktatási Hivatal, 2019, p.49). Other research findings, such as those
of the Programme for International Assessment of Adult Abilities and Competencies (PIAAC),
warn that the basic skills and competencies measured in the PISA tests are also crucial in
adulthood for success in the labour market and personal well-being (Lannert & Holb, 2021, pp.
6-8).
Hungary joined the international assessment of adult skills in 2017-18 when just over 6,000
individuals participated in the PIAAC survey, which measures the social, family, and labour
market background of the respondents in addition to their reading, mathematical, and problemsolving skills in the population aged 16-65 (Lannert & Holb, 2021, p. 12). This allows for an
examination of the relationship between skills and competencies on the one hand and labour
market success, social activity, and family life on the other one. The results unequivocally
indicate that learning is worthwhile everywhere, but particularly so in Hungary. Possessing
skills and competencies acquired through learning, especially those grounded in reading
comprehension and mathematical abilities, can result in earnings that are approximately 9.926.1% higher, depending on the level of education (Lannert & Holb, 2021, p. 6).
Lannert and Holb (2021) point out that better skills are associated not only with higher
earnings, but also with better health, greater social activity, and overall greater subjective
satisfaction with life (p. 6). The results of the survey demonstrate the necessity of building
competencies possibly in childhood. As the survey recommends, it would be necessary to turn
workplaces at least partly into training places, since it is never too late to invest in skills
development (Lannert & Holb, 2021, p. 135). To further justify the urge for skills development
at workplaces, it is worth mentioning at this point that the Hungarian public education system
is characterized by extreme inequality of opportunity. In PISA scores, there are huge disparities
between school types, regions, and particular schools, and family background has a significant
impact on student achievement (Oktatási Hivatal, 2019, pp. 50-54 and 60-61). This
phenomenon also contributes to the extremely low social mobility, as well as to the quality of
life and subjective physical and mental health of the population.
Some of the challenges and criticisms related to Hungarian public education, including the
deteriorating competencies of students, have increasingly focused on the reform of teacher
education. The need for renewal is not unique to Hungary: between 2016 and 2018, OECD
experts examined the state of teacher education in seven countries (OECD, 2019). A summary
of the recommendations of the research and its adaptation to Hungarian conditions is also
available (Pelesz, 2022). The OECD study underscores, among others, that in addition to the
transfer of cognitive elements, a strong emphasis should be placed on the development of noncognitive competencies in teacher training, such as personality development, self-reflectivity,
self-awareness, partnership and cooperation skills, critical attitude in the information flow, and
the development of social-emotional skills (OECD, 2019, p. 84; Pelesz, 2022, pp. 49 and 55).
It follows from the preliminaries that the competencies measured in the PISA tests, as well as
specific key competencies for teachers, are essential for a successful career in education, both
professionally and personally. The background and educational history of our student
community enhance the necessity of the development of non-cognitive competencies with
more urgency: our students are predominantly young people many of whom come from school
and family backgrounds that are not necessarily conducive to creative, critical, and autonomous
thinking, or eventually, to the embracing of such a critical attitude in their environments. As
we expect our graduates to develop these competencies in their pupils, we need to reinforce the
201
non-cognitive competencies in them first. The good news is that these skills can and should be
developed in (young) adults, and therefore need to be developed in pre-service teachers.
A cornerstone of the mission of Apor Vilmos Catholic College (AVCC) is the development of
student’s skills, abilities, and competencies in both cognitive and non-cognitive areas, which
is reflected not only by the College’s curricula and particular courses but also by the attitude
and the vision of the staff (Apor Vilmos Katolikus Fősikola, 2021; Apor Vilmos Catholic
College, 2021). The development of the non-cognitive competencies of the students is a
substantial element of the College’s pedagogical program. An example of this approach has
been demonstrated by the recent transformation of one of the most important exams, the
comprehensive exam in pedagogy and psychology, to allow more room for a competencebased approach. This paper will discuss the principles and the first experiences of the new
exam, including the results of a follow-up survey among students. The findings will
demonstrate a good practice that combines the traditional frames of higher education with a
welcome move towards competence-based training to the satisfaction of all parties involved.
The new comprehensive exam in pedagogy and psychology at AVCC
The comprehensive exam in pedagogy and psychology (hereafter referred to as PEPSY) is an
integral part of many teacher training programs in Hungarian higher education. Students
typically take the exam towards the middle of their training, following their foundational
studies in pedagogy and psychology and before the intensive phase of their educational or
teaching practice in nurseries, kindergartens, or schools. Universities organize the exam in a
variety of forms, but most typically it takes the form of a traditional oral colloquy in front of a
committee based on the prior preparation of scholarly literature and the presentation of a
randomly assigned topic. (e.g., ELTE TOK Óvodapedagógus szak, 2023; ELTE TOK Tanító
szak, 2022-23; PPKE VJTK; PTE KPVK). The oral exam may be preceded by a written test,
and there are also examples when students can use their notes and mind maps during the oral
exam (ELTE TOK Óvodapedagógus szak, 2023; ELTE TOK Tanító szak, 2022-23). However,
the higher educational institutions are united in their wish to invite students to a professional
discussion at this exam, where the committees can assess how well the examinees have
synthesized the basic psychological and pedagogical knowledge, how well they have integrated
it into their thinking and approach, and how successfully it can be activated in concrete
practical situations.
The conventional comprehensive exam, an important milestone in becoming an educator, seeks
to assess students’ global awareness of the pedagogical and psychological subjects taught in
the first two (or eventually, three) years of their training. The exam is often the first real
professional conversation between experts in the field and the students whose professional
identity often fails to emerge in the traditional exam situation precisely because the candidates
may experience distress and shame, underperform, and be reluctant to show their ways of
thinking. Instead, students often pursue strategies of conforming to perceived expectations, as
the examinees are in a subordinate position. The situation is an unpleasant experience for many
students, and often for the examiners as well. Such experiences and feelings are not compatible
with enhancing a healthy sense of expertise and with the general goals of education in the 21 st
century. Without laying a claim on the invention of the Spanish visa, the transformation of
PEPSY at APCC may illustrate an alternative to the pedagogy of shame and the evaluative-
202
qualitative approach. We believe that the new comprehensive exam procedure, introduced at
APCC in 2022, may successfully address and eventually solve the problems outlined above.
The new comprehensive exam was catalyzed by the forced switch to online-digital education
during the COVID epidemic when the participants of higher education were introduced to
several online examination platforms. The process of the new comprehensive exam procedure
at APCC is summarized in Figure 1.
Figure 1
The Procedure of PEPSY organized at APCC
As shown in Figure 1, the new comprehensive exam at APCC consists of two stages. The
online written test scheduled for the last two weeks of the teaching period is followed by an
oral session a few weeks later in the examination period. On the online test, students can
achieve a score of 60–70 points, and the questions are traditional test questions formulated
clearly, but not trivial. The novelty of this written test lies in the fact that students can attempt
it more than once in two weeks. Initially, an unlimited number of attempts was provided, but
it was later limited to one plus nineteen retakes to reduce guesswork. The test is open for 180
minutes per completion. The prerequisite of the oral exam is a 100% achievement on the
written test on at least one occasion during the completion period. The raison d’être of this
system is that frequent and regular testing results in more efficient learning than preparation
for a single oral exam. Also, online testing enhances students’ ability to recall a larger portion
of important factual knowledge at the oral stage. In effect, the written part of the comprehensive
exam encourages students to learn, to think autonomously, to properly search, and to use source
materials rather than to reproduce theory in a questionable quality.
Experience shows that most students fulfill the prerequisite of the oral exam. In the case of
those who do not, the procedure for the oral exam is individually considered. In the oral session,
students take part in a small-group role-play including 3–5 persons, in which students play
different roles (e.g., teachers, parents, children, school directors, maintenance), discuss, and try
to solve a pedagogical problem. The ‘examiners’ are present as observers, but often they get
203
involved in the play and take on a role (e.g., a parent bringing in the parents’ point of view into
the situation). The situations are written by members of the staff of the Departments of
Psychology and Pedagogy, and they represent real-life cases, problems, and typical situations.
In recent years, a sizeable collection of such cases has been anthologized. Students are given
20 minutes to prepare in groups and the same amount of time to enact the situation. After the
play, they step out of their roles, and a feedback circle follows, in which we discuss their
experiences, feelings, professional and personal reflections, and self-reflection. Through the
situation plays, the students often recognize typical communication panels and mistakes in
difficult pedagogical situations and often leave with the experience of the Aha! moment.
Students also express their wish to participate in more plays during their training, thus, these
exercises have already been integrated into course materials from the very first year of the BA
program. Figure 2 shows a sample situation play.
Figure 2
A Sample Situation Play Used at the Oral Exam of PEPSY at APCC
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The “new” exam procedure has proved in many ways better than the “old” system. Figure 3
summarizes the differences between the two systems:
Figure 3
Comparison of the “Old” and “New” Comprehensive Exams at AVCC
To demonstrate the advantages intuitively assumed about the “new” exam, an empirical survey
has been carried out among the students of AVCC. We conducted a questionnaire among our
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students, asking them about their experiences with the new examination system. The survey
and the results are described in the following section.
Methods
Respondents
Students actively participating in the training programs of AVCC, either having passed or still
about to take the comprehensive exam, were asked about their experience concerning the new
exam. In total, 40 students completed the questionnaire, 39 of them female, with an average
age of 33.5 ± 10.7 years. Respondents included both full-time and part-time students. Part-time
students are typically older, and many of them already working in education as unqualified
teachers, teaching assistants, or nurses. Table 1 summarizes the characteristics of the
respondents.
Table 1
Respondents Characteristics
Infant and Early
Infant and Early
Lower Primary School
Program
Childhood Education: Childhood Education:
Teacher:
7 persons (17.5%)
7 persons (17.5%)
8 persons (20%)
Year 1:
Year 2:
Year 3:
Year
3 persons (7.5%)
21 persons (52.5%)
16 persons (40%)
Full-time:
Part-time:
Full-time/part-time
13 persons (32.5%)
27 persons (67.5%)
No
Yes
Currently employed
in education
20 persons (50%)
20 persons (50%)
No
Yes
Has already taken
PEPSY
23 persons (57.5%)
17 persons (42.5%)
Has not yet taken the
No limit on attempts:
Limited attempts:
Limited attempts at
exam:
the online test
10 persons (25%)
7 persons (17.5%)
23 persons (57.5%)
The Questionnaire
In the questionnaire, students were asked about their attitudes towards the new system of the
comprehensive exam, as well as their experiences among those who had already completed the
test. Attitudes were measured on a five-point scale. Everyone was asked about how pleasant
they thought the new exam was, how well it reflected their level of preparedness, how much
they thought it was awareness-raising, how well it reflected the needs of 21st-century education,
and finally, how much they liked it overall.
Students who had already passed the exam were also asked about their experiences. Also on a
scale of five, students rated how much effort they had to invest into completing the exam, how
much they worked independently (honestly), how much they enjoyed the written test or the
oral session, or the exam as a whole, and finally how realistic and fair they felt the assessment
of the new exam was. The questionnaire included the aspect of independent (honest) work
because the major weakness of the new comprehensive exam is that the equality of
opportunities cannot objectively be controlled. While in the test completion phase, everyone
206
can work with their tools and at their own pace, independent work is required from the students.
To encourage students to work individually rather than completing the test for each other, the
order of the test items is randomized for each student and each completion. However, even so,
it remains beyond control whether students work independently. In this context, it was
important to ask respondents how realistic they felt about their final grade.
Results and Discussion
Results and Correlations
The mean and standard deviation values of the questionnaire scales are shown in Table 2. It is
clear from the very numerical values that, despite the low number of respondents, students’
attitudes and experiences of the new system are tendentiously better. The fact that the
respondents rated the degree of independent and honest work at 4.1 on a five-point scale on
average and the fairness of the assessment at 4.12 is important and reassuring feedback
regarding the design and the overall principles of the comprehensive exam.
Table 2
Respondents’ attitudes and experiences
N
M ± SD
ATTITUDES (on a five-point scale)
The new exam is pleasant.
40
4.70 ± 0.73
The new exam adequately measures preparedness.
40
4.48 ± 0.88
The old exam adequately measures preparedness.
40
3.05 ± 1.07
The new exam is awareness-raising.
40
4.65 ± 0.62
The new exam reflects the needs of the 21st century.
40
3.75 ± 1.28
The old exam reflects the needs of the 21st century.
40
2.75 ± 1.13
Taken all together, the new exam is good.
40
4.63 ± 0.64
Taken all together the old exam is good.
40
2.41 ± 0.74
Degree of effort
17
3.65 ± 0.85
No cheating, individual work
17
4.10 ± 0.65
EXPERIENCES (on a five-point scale)
207
Realistic and fair assessment
17
4.12 ± 0.65
Good experience in the oral part
17
4.38 ± 0.63
Good experience in the written test
17
3.88 ± 0.89
Taken all together, the new exam is a good experience.
17
4.16 ± 0.52
In addition to simple mean and standard deviation values, elementary-level data analysis was
also carried out. Correlations show that, unsurprisingly, positive attitudes and experiences
towards the new exam are mutually reinforcing. Both pre-exam attitudes and concrete
experiences show significant correlations with important variables such as honest and
individual work, the exam’s awareness-raising nature, and realistic and fair assessment. It was
interesting to observe that parallel with the valorization of the new comprehensive exam, the
old exam procedure was devalued in the minds of the students. The main correlations are shown
in Table 3.
Table 3
Main significant correlations (p < 0.05)
ATTITUDE:
The new exam is
pleasant.
ATTITUDES
The new exam adequately
measures preparedness.
The old exam adequately
measures preparedness.
The new exam is awarenessraising.
The new exam reflects the
needs of the 21st century.
The old exam reflects the
needs of the 21st century.
Taken all together, the new
system of examination is
good.
Taken all together, the old
system of examination is
good.
EXPERIENCE:
EXPERIENCE:
Taken all together, Realistic and fair
the new
assessment
comprehensive exam
is a good
experience.
0.64
0.63
0.77
n.s.
n.s.
-0.52
0.84
0.59
0.89
n.s.
0.65
n.s.
n.s.
n.s.
n.s.
0.92
0.60
0.91
-0.64
n.s.
-0.80
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EXPERIENCES
Degree of effort
No cheating, individual
work
Realistic and fair
assessment
Good experience with the
oral part
Good experience in the
written test
n.s.
n.s.
n.s.
n.s.
n.s.
n.s.
0.87
0.68
1.00
0.86
0.67
0.77
0.54
0.50
0.59
Note. The table shows the Pearson-r values. n.s.: no significant correlation
Table 3 shows the main correlations (all values are significant when p < 0.05). The figures
show that students overall like the new system of examination. Both at the level of concrete
experience and the level of both pre-exam and post-exam attitudes, we can see that the
respondents’ satisfaction with the new system is basically that because they consider the new
system to be essentially awareness-raising and that they feel that the exam assesses them more
fairly and reflects their preparedness more realistically. If not in the pre-exam stage, certainly
after experiencing the exam, they understand that the new comprehensive system is more in
line with the requirements of 21st-century education.
Both the members of the staff at AVCC (as designers of the new exam scheme) and students
consider it very important that the assessment of the exam is realistic and fair. This dimension
strongly correlates with the other indicators of satisfaction and seems to be the major factor
behind prioritizing the old or the new exam. Those who are more satisfied with the traditional
(“old”) comprehensive exam do not like the assessment of the new exam. In respect of the
realistic assessment and feedback, the figures also caution the examiners that they should strive
for as much fairness as possible. It is also interesting to observe that the level of effort shows
no correlation with either attitudes or experience. This means that for students, it is not the
amount of work they invest into preparation that determines their satisfaction with the
comprehensive exam; they are eager to work and do not want to only survive the exam.
However, it is important to note that neither the test nor the oral session requires “superhuman”
effort from the students, as the average number of attempts is 6.6 before they reach 100%, so
a further limitation of the currently maximum twenty attempts should be considered.
A two-sample t-test shows that the full-time and part-time students’ experiences and attitudes
to the new system of examination do not differ significantly. No significant differences in
attitudes were found between respondents who had not yet taken the comprehensive exam and
those who had already passed it, and similarly, there were no significant differences in the
attitudes and experiences of students who were working in education. It seems that the
competence based PEPSY is a new experience for older and younger students alike, regardless
of their teaching experience.
Conversely, the group in which the number of the attempts of the online test was maximized
rated the new exam significantly higher in terms of its potential of being awareness-raising
(MUnlimited = 4.27 ± 0.86; MLimited = 5.00 ± 0.00; t = -2.24; p = 0.04). Those whose attempts were
limited tended to have higher levels of agreement that the assessment of the exam was realistic
209
and fair (MUnlimited = 3.73 ± 1.26; MLimited = 4.67 ± 0.33; t = -1.90; p = 0.07) and also tended to
find the new exam more suitable for demonstrating their knowledge (MUnlimited = 3.85 ± 1.45;
MLimited = 4.86 ± 0.24; t = -1.80; p = 0.09), and also had slightly more positive attitudes towards
the new exam overall (MUnlimited = 4.125 ± 1.07; MLimited = 4.95 ± 0.07; t = -2.01; p = 0.06). Overall,
limiting the number of attempts resulted in a positive change: not only did it reduce the number
of points gained by guessing, but it also increased students’ satisfaction, as they perceived the
assessment fairer in this way.
The exam has to be passed by students of three BA programs: Infant and Early Childhood
Education (INF), Preschool Teacher (PRE), and Lower Primary School Teacher (PRIM).
Comparing their results by variance analysis and post hoc analysis, it appears that there was a
significant difference between the three groups on one variable: the students of the Infant and
Early Childhood Education BA program were the least satisfied with the old comprehensive
exam, and compared to the two other groups, they gave significantly lower scores for the
suitability of the old system to adequately measure preparedness (MINF = 2.21; MPRE = 3.30;
MPRIM = 3.00; F = 3.12; p = 0.04). This implies that early childhood educators, perhaps due to
the highly practical trajectory of their training, were the most likely to reject the previous
theory-centered exam frontally questioning students on their knowledge.
Conclusion
This paper presented a new examination model which is not widespread in Hungarian higher
education, and which was introduced at Apor Vilmos Catholic College in 2022 at an important
stage of teacher training, affecting the comprehensive exam in pedagogy and psychology. The
new comprehensive exam consists of two stages: an online written test, to be attempted several
times over two weeks and to be passed with a maximum score, followed by an oral session in
which students participate in small-group role-plays. While the new exam is less stressful, its
completion is not trivial at all, which enables students to learn and develop their competencies
more efficiently both in the test-writing phase and in the situation exercises, compared to
conventional comprehensive exam procedures based on the preparation of a list of topics and
the presentation of a randomly assigned topic at an oral exam. The admitted goal of the new
comprehensive exam is to give students a chance to experience a pedagogical attitude and
methodology at a sensitive point of their training that, in their pedagogical practice, can
override the pedagogical practice based on qualifying, assessing, and eventually humiliating
the students still persistent in the Hungarian educational system. The new comprehensive exam
offers a model and a method focusing on competence development and the creative use of
resources and taking into account individual characteristics.
Our empirical research, although involving a low number of respondents, consistently confirms
the expectations from the reform of the comprehensive exam. The new exam is popular among
students who are happy to work with it mostly individually, avoiding cheating. Students are
sensitive to the fairness and realistic nature of the assessment, so further fine-tuning of the
system needs to target especially this aspect. The new comprehensive exam is seen by many
as awareness-raising and a model to be implemented in other areas and levels of education. For
these reasons, we recommend the scheme to schools and training courses in other settings.
210
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ELTE TOK Óvodapedagógus szak (2023). Pedagógia-pszichológia szigorlat [Comprehensive
exam in pedagogy and psychology]. Retrieved October 27, 2023, from
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ELTE TOK Tanító szak (2022-23). Pedagógia-pszichológia szigorlat [Comprehensive exam
in pedagogy and psychology]. Retrieved October 27, 2023, from
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_2023.pdf
Lannert, J. & Holb, É. (2021). Hazai jelentés a PIAAC eredményeiből [Domestic report from
the results of PIAAC]. Retrieved October 27, 2023, from https://piaac.nive.hu
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jelentés [Summary report]. Retrieved October 27, 2023, from https://www.oktatas.hu
/pub_bin/dload/kozoktatas/nemzetkozi_meresek/pisa/PISA2018_v6.pdf.
Pelesz, N. (2022). A pedagógusképző rendszerek megújításának lehetőségei: Repülőrajt – Az
OECD jelentése a tanárképzés fejlesztéséről [A flying start: Improving initial teacher
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.bibl.u-szeged.hu/index.php/modszertani-kozlemenyek/article/view/44046/42895
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comprehensive exam in pedagogy and psychology]. Retrieved October 27, 2023, from
https://ppke.hu/pedagogia-pszichologia-szigorlat-boltp10100
PTE KPVK (2022-23). Komplex pedagógia-pszichológia szigorlat témakörei és forrásai
tanító szakos hallgatóknak [Topics and sources of the comprehensive exam in
pedagogy and psychology for students of the Primary School Teacher programme].
Retrieved October 27, 2023, from https://kpvk.pte.hu/sites/kpvk.pte.hu/files/komplex_
szigorlat_tanito_2022_23.pdf
211
TEACHER EDUCATION THEORIES AND
METHODS
212
1. EPISTEMOLOGICAL BELIEFS AND TEACHING-LEARNING CONCEPTIONS OF
MYANMAR STUDENT TEACHERS AND DOCTORAL STUDENTS:
A PILOT INTERVIEW STUDY
Thiri Pyae KYAW1*, Magdolna KIMMEL, PhD2
1
Doctoral School of Education, ELTE Eötvös Loránd University, Budapest, Hungary,
[email protected]
2
Doctoral School of Education, ELTE Eötvös Loránd University, Budapest, Hungary,
[email protected]
Abstract
This study is the pilot to the qualitative part of a larger mixed-methods study exploring
Myanmar student teachers' epistemological beliefs (EBs) and teaching-learning conceptions
(TLCs). Based on Schommer’s EBs theory (1990) and Chan & Elliott’s study on EBs and
TLCs (2004), this study conceptualises that the EBs of student teachers might influence their
TLCs. This pilot was done for two purposes: firstly, to develop, assess and refine an interview
protocol to see if the questions answered the depth and breadth of the main research questions;
secondly, to see if the data gained may be rich enough to complement, further refine and enrich
the quantitative data gained through the survey. Based on the four-phase process to interview
protocol refinement by Castillo-Montoya (2016) and the findings from the quantitative data
analysis, a semi-structured interview schedule with 15 points was developed. Two student
teachers and two doctoral students were selected to participate by using convenience sampling.
Thematic analysis of the interview data was conducted by using MAXQDA 2022 software. In
response to the first purpose, the results proved that the instrument could elicit data about the
participants’ EBs and TLCs. As for the second purpose, the data elicited suggests that the
qualitative part of the research may potentially be rich enough to validate, supplement, refine
and enrich the quantitative data. The interview data also suggests that cultural influences
potentially play a role in explaining why the participants of the survey were found to have less
sophisticated EB regarding the source of knowledge.
Keywords: epistemological beliefs, teaching-learning conceptions, student teachers, doctoral
students
DOI: 10.21862/atee.2023.16
Introduction
In the realm of teaching and learning, various cognitive variables play influential roles.
Among these variables, epistemological beliefs (EBs) and teaching-learning conceptions
(TLCs) hold particular significance (Schommer, 1990, 1994; Cheng et al., 2009; Aypay, 2011).
According to Schommer (1990), EBs refer to individuals' beliefs about the nature of knowledge
and their approach to acquiring knowledge. Understanding the epistemological beliefs and
belief systems of student teachers is seen as a fundamental requirement for gaining deeper
insights into their learning processes and how they subsequently perform as professional
educators in classroom settings (Cheng et al., 2015), because these beliefs significantly
213
influence student teachers' conceptions of teaching and learning, as noted by Aypay (2010) and
Chan and Elliot (2004). Chan and Elliot (2004, p. 819) defined TLCs of student teachers as
their beliefs regarding their preferred methods of teaching and learning, encompassing not only
the meaning of teaching and learning but also the roles of teachers and students.
These conceptions can be categorized into two opposing approaches: traditional and
constructivist TLCs (Duffy & Roehler, 1986; Chan & Elliot, 2004; Schunk, 2008). Teachers
who adopt a traditional conception of teaching employ teacher-centred approaches, considering
themselves as the primary source of knowledge, and view students as passive recipients of
knowledge (Chan & Elliot, 2004; Cheng et al., 2009; Aypay, 2011). On the other hand, teachers
with a constructivist TLC implement student-centred strategies and focus on fostering 21st
century skills, such as critical thinking, collaboration, and problem-solving. They believe that
learning is most effective when students actively participate in the teaching-learning process
(Chan & Elliot, 2004; Cheng et al., 2009).
In the context of the preceding information, Myanmar has undergone a curriculum reform
in both basic education and teacher education since 2016, focusing on the constructivist
approach. To ensure the effectiveness of this reform, it becomes crucial to comprehend the
epistemological beliefs and teaching-learning conceptions of student teachers as these factors
significantly influence the instructional strategies they adopt in their future classrooms.
However, in Myanmar, there exists a substantial research gap concerning student teachers'
TLCs as well as their EBs and the relationship between the two. Thus, it becomes imperative
to investigate not only their epistemological beliefs and teaching-learning conceptions but also
the connections between them.
To fill this gap, the authors have been conducting a mixed-methods sequential explanatory
research project exploring Myanmar student teachers' EBs and TLCs. It is often challenging to
capture a person's belief system, primarily because many teachers themselves may not be fully
aware of their own beliefs (Kagan, 1992). Consequently, a more dependable way to describe
these beliefs involves combining quantitative methods with qualitative research, which can
provide deeper and more meaningful insights (McCrum, 2013). As a result, the mixed method
approach has been embraced to address this research problem. This study is the pilot to the
qualitative part of the aforementioned research.
Four research questions guide the larger mixed-methods research:
1. What are Myanmar student teachers' epistemological beliefs?
2. What are Myanmar student teachers' teaching-learning conceptions?
3. Is there any significant difference in the epistemological beliefs and teachinglearning conceptions of the student teachers according to their programs, gender,
and subject specialization?
4. In what ways are the epistemological beliefs and teaching-learning conceptions
of the student teachers related?
The findings from the quantitative part of the larger study indicated that student teachers
have sophisticated epistemological beliefs (see in the last paragraph under “Epistemological
Beliefs” section in the Literature Review) and constructivist teaching-learning perceptions.
Significant differences in their beliefs and perceptions depending on their background
programs were found, although there was no significant difference in these variables according
to gender and subject specialization (Pyae Kyaw, 2022).
214
Literature review
Epistemological Beliefs
The exploration of personal epistemology was initiated by Perry in the 1970s, employing a
developmental psychology approach. Perry's research primarily involved in-depth interviews
with male Harvard undergraduates as the method for data collection. Perry's scheme of
intellectual and ethical development proposed four key stages of epistemological development:
dualism, multiplicity, relativism, and commitment within relativism (Hofer & Pintrich, 1997).
Individuals commence their epistemological journey in a dualistic stage, where they perceive
knowledge as either right or wrong and believe that knowledge is certain, typically obtained
from authoritative sources. As individuals progress through life, they gradually shift towards a
more relativistic viewpoint, acknowledging the inherent uncertainty in knowledge and
developing a greater sense of agency in constructing their personal understanding. The ultimate
stage of development is marked by committed relativism, where individuals commit to specific
values while simultaneously recognizing the absence of absolute proof for knowledge claims
(Chai & Khine, 2008).
Building upon previous research efforts, Schommer (1990) introduced Schommer
Epistemological Questionnaire (SEQ). In her work, she proposed the idea that epistemological
beliefs encompass multiple dimensions that can develop independently of each other (Buehl &
Alexander, 2001; Hofer & Pintrich, 1997). Through the categorization of the 63 items into 12
subsets, she successfully identified four distinct factors: certain knowledge, simple knowledge,
innate ability, and quick learning. Schommer's EBQ marked a pioneering milestone in
assessing epistemological beliefs using a questionnaire format employing a Likert-type scale.
Its development served as an influential model inspiring other researchers to create similar
survey instruments, which facilitated group testing and the execution of surveys (Chan &
Elliott, 2004).
Despite her groundbreaking conceptualizations and assessments of epistemological beliefs,
Schommer's work faced criticism for both reliability issues (Qian & Alvermann, 1995) and
conceptual issues concerning her last two dimensions (Hofer & Pintrich, 1997). Buehl and
Alexander (2001) also concurred with Hofer and Pintrich's critique of some items in the SEQ,
which were not strictly epistemological in nature.
After Schommer's pioneering work, the research literature has seen the emergence of
numerous hypothesized structures for epistemological beliefs. Researchers have reported
mixed findings when it comes to the way epistemological beliefs are structured (Hofer &
Pintrich, 1997). This has led to debates about how beliefs are organized. The reason for these
conflicting results could be due to differences in how researchers conducted their studies, such
as variations in the size and characteristics of the groups they studied, as well as differences in
the epistemological beliefs of participants from various cultural backgrounds (Chan, 2006;
Chan & Elliott, 2000, 2002; Schommer, 1990).
In 2006, Chan proposed a model that encompasses two key facets of epistemological
beliefs: beliefs about knowledge and beliefs about knowing. (See Figure 1.) The former
category covers beliefs related to the structure and nature of knowledge, while the latter
encompasses beliefs concerning the process of acquiring knowledge and the factors influencing
it. Within these facets, several dimensions of epistemological beliefs exist, which can be
215
applied to describe both common findings and variations in different cultural contexts (Chan,
2006).
Figure 1
Proposed Multidimensional Structure of Epistemological Beliefs: Integrating Findings on Beliefs Research
Across Cultures
Source: Chan (2006, p. 145)
According to Chan and Elliot (2004), student teachers with naive epistemological beliefs
perceive knowledge as certain, simple, and unchanging, often attributing its source to
216
authoritative figures such as group leaders, teachers, and parents. They tend to either grasp
concepts quickly or struggle, assuming their learning capacity is innate and unchangeable. In
contrast, individuals with advanced (sophisticated) epistemological beliefs, as indicated by
references to Schommer (1990) and Başbay (2013), view knowledge as unpredictable,
intricate, and fluid. They believe that learning abilities can improve through effort, recognizing
knowledge construction as an ongoing and evolving process (Balta, 2018).
Teaching-Learning Conceptions
Teaching-learning conceptions, according to Chan and Elliot (2004), encompass how
student teachers perceive the nature of teaching and learning, as well as the roles of students
and teachers. These conceptions are linked to two distinct teaching-learning approaches: the
traditional or transmissive approach and the progressive or constructivist approach to teaching
and learning.
In the constructivist approach, the focus lies on establishing an interactive learning
environment that fosters the development of students' creativity, critical thinking,
collaboration, and problem-solving skills (Chan & Elliot, 2004; Cheng et al., 2009). On the
other hand, the traditional approach to teaching and learning focusses on the transmission of
information from teachers to students, relying on teacher-centred instructional strategies (Chan
& Elliot, 2004).
In the constructivist perspective, teachers are expected to foster cooperation among students
and motivate them to take ownership of their learning (Schunk, 2015). In contrast, the
traditional view regards teachers as the primary source of knowledge, and students are seen as
passive recipients of that knowledge (Chan & Elliot, 2004). However, the constructivist
approach acknowledges that students play an active role in accessing, processing, and
structuring information rather than merely receiving it passively (Uslu, 2018, p. 238).
Numerous educational studies have highlighted the significance of teachers' and students'
conceptions of the teaching-learning process, showing a strong connection between these
conceptions and academic achievement (Ozkal et al., 2009; Mohamed & El-Habbal, 2013;
Tezci et al., 2016). Tezci et al. (2016) emphasized that understanding student teachers'
conceptions of teaching and learning can greatly contribute to the successful implementation
of educational reforms and effective teacher education programs. As teachers are responsible
for implementing the curriculum in the classroom, the success of the reform process can be
anticipated by examining their beliefs about the reform and their teaching-learning conceptions
(Tezci et al., 2016).
How do epistemological beliefs and teaching-learning conceptions relate?
Numerous researchers have found a connection between teachers' epistemological beliefs
and the teaching strategies they employ in the classroom, as well as their conceptions of the
roles of teachers and students (Hashweh, 1996; Chan & Elliot, 2004; Aypay, 2010). Moreover,
understanding epistemological beliefs is crucial in shaping the learning process of students.
They have a profound impact on students' comprehension, cognitive processes, and the
learning strategies they are inclined to use (Chan & Elliot, 2004; Cheng et al., 2009; Apay,
2010).
A growing body of research indicates that teachers' conceptions of teaching and learning are
influenced by their epistemological beliefs (Chan & Elliot, 2004; Apay, 2011; Soleimani,
217
2020). Scholars such as Kitchener and King (1981), Ryan (1984), and Songer and Linn (1991)
have directly linked individuals' epistemological beliefs to their comprehension, metacomprehension, and interpretation of information (Er, 2013, p. 208). Moreover, Schommer
(1998) has highlighted the mounting evidence of epistemological beliefs impacting academic
performance. Er (2013) reaffirms Schommer's findings, emphasizing that these beliefs
determine how individuals acquire and justify new information, their levels of comprehension,
the learning strategies they adopt, and the time and effort they invest in learning.
The findings not only establish a clear relationship between epistemological beliefs (EBs),
teaching and learning conceptions (TLCs), and academic performance but also suggest a
notable association between teachers' epistemological beliefs and their classroom behaviours.
This dual connection implies that the more sophisticated one's epistemological beliefs and the
more constructivist their teaching and learning conceptions, the better their academic
performance, which, in turn, influences their classroom behaviours. It appears important to
explore these beliefs, as they seem to play a role in shaping teachers' perspectives on teaching
and learning, potentially exerting a substantial influence on their classroom practices.
Conversely, it is worth acknowledging that teachers' classroom experiences may reciprocally
affect their beliefs. This interplay between beliefs and behaviours highlights the importance of
understanding teachers' epistemological beliefs and teaching-learning conceptions (Cheng et
al., 2009).
As student teachers transition into becoming educators, their epistemological beliefs and
teaching-learning conceptions become even more critical. These beliefs and conceptions will
guide their behaviours and teaching strategies in the future classrooms they lead. Therefore,
gaining insight into student teachers' epistemological beliefs and teaching-learning
conceptions, and making them aware of their underlying EBs and TLCs, and address those
beliefs during the training with a view to changing them, becomes essential as they will
ultimately affect the learning process, academic performance and achievement of their future
students. By understanding and addressing these beliefs during their training, we can better
prepare student teachers for their future roles as educators, fostering effective and impactful
teaching practices.
Aims of the Pilot Study
The aims of the pilot study are firstly, to develop, assess and refine an interview protocol to
see if the questions answered the depth and breadth of the main research questions; secondly,
to see if the data gained may be rich enough to complement, further refine and enrich the
quantitative data gained through the survey.
Methodology
Research Method
As generalized findings from a large population and a detailed in-depth view of the smaller
sample of participants on the topic being studied are intended to be collected, a sequential,
explanatory, mixed methods research is being applied for the larger study (Creswell, 2009).
Quantitative data had been collected for all four research questions. To collect the qualitative
data, semi-structured one-on-one interviews will be conducted. Based on the quantitative
findings, an interview protocol is prepared to collect the qualitative data expecting to achieve
both broad and deep understanding of the research problem.
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The reasons for choosing semi-structured interview are (1) its flexibility to develop
quick follow-up questions in the course of the interview if needed, (2) the ability it provides
for the researcher to keep the interviews on track with the help of the interview protocol to
make sure that the data collected can be compared with those from the surveys and the other
interviews, and (3) the opportunity it offers to collect as much in-depth information as possible
from the interviewees (Creswell, 2009). The interview schedule includes multiple data
collection tools like interview questions, narratives, metaphors and vignettes to improve
validity and to gather convergent evidence (Schraw, 2013).
Participants
Convenience sampling was utilized to select the participants, which included two student
teachers and two doctoral students. The involvement of the doctoral students serves two
purposes:
1. to provide supplementary perspectives and evaluations of the interview schedule, which
would aid in enriching the overall responses to the interview questions, and
2. to pilot the impact of the different educational backgrounds on their epistemological
beliefs (EBs) and teaching-learning conceptions (TLCs), as it pertains to the main research
question 3.
3.
Table 1
Interviewees’ profiles
Participant
Status
Age
Teaching Experience
P1
Doctoral Student
31
9 yrs
P2
Doctoral Student
30
9 yrs
P3
Student Teacher
21
1 yr
P4
Student Teacher
21
1 yr
Table 1 shows the profile of each interviewee. The two student teachers have one year of
teaching experience: one of them worked as a teaching assistant in a private school, while the
other provided private tutoring during the global pandemic when the universities were closed.
Development of the interview schedule
The initial draft of the interview protocol was developed based on the literature and the
quantitative data findings. Following the four-phase process to develop and refine an interview
protocol (Castillo-Montoya, 2016), the interview questions were ensured to be aligned with the
research questions (see interview schedule and matrix in Appendix A and B) and
complemented with personal narratives (about their favourite teacher), metaphors (choosing
metaphors that represent the teacher and the student for them and explaining their choices),
and vignettes (stories related to their EBs, TLCs, classroom practices). Some interview
questions were rephrased and restructured to ensure they fostered inquiry-based conversations
and were more easily understood by the participants. Feedbacks were received from three PhD
students, who have knowledge on educational research and know both languages (English and
Burmese) and from a well-experienced professor and changes in the interview questions were
made accordingly. After finalizing the first version of the interview protocol, the pilot
interviews were conducted to further refine this data collection tool.
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Data Collection and Analysis
The pilot interviews were conducted online in Burmese, the official language of Myanmar.
With the consent of the interviewees, the interview audios were recorded and stored in a
password-secured laptop. The audio recordings were played again and again to help the
researcher transcribe them. The transcribed data were then translated into English and send the
translation back to the interviewees to check the accuracy of the data being translated and
transcribed. The transcribed data were number coded as P1, P2, P3, and P4 for the anonymity
and the confidentiality of the participants.
Thematic analysis was conducted on the data by applying Braun and Clarke’s six-phase
approach to TA (2012) and using MAXQDA 2022 as a supportive tool. A code system was
created based on the theories and the conceptual framework of the research. After the first
round of coding, some new codes were created and added to the code system. Finalizing the
codes resulted in 141 codes, and 6 themes and 22 subthemes emerged. After considering the
feedbacks from the interviewees and consulting with the doctoral supervisor, the interview
protocol was revised for the main data collection.
Findings and Discussion
Epistemological Beliefs and Teaching-Learning Conceptions
After finalizing the coding, 6 themes emerged, namely, Nature of Knowledge, Acquisition
of Knowledge, Justification of Knowing, Teaching-Learning Approaches, Roles of a Good
Teacher, and Roles of a Good Learner. Figure 2 presents these 6 main themes, subthemes and
the appearance of them on the thematic map. The findings on all these main themes are going
to be discussed under the figure.
Figure 2
Thematic Map
220
Nature of Knowledge.
The nature of knowledge theme includes 4 subthemes: viewing knowledge as skills,
competence or factual information and that knowledge is contextual, tentative and evolving.
Table 3 shows what the participants believe about the nature of knowledge.
Table 3
Nature of Knowledge
Participants
P1
P2
P3
P4
Nature of Knowledge
Knowledge is the information and facts that a person knows about something. It can
change based on cultural perspectives and advancements in science. Some information found
on the internet may not be reliable. Learning can lead to the development of knowledge and
intelligence.
Knowledge is based on tested and proven facts, and can be observed through skills,
behaviours, and attitudes. Acceptance of truth can change with time and circumstances, and
even justified true beliefs can change over time.
Knowledge can be observed through speech, action, and application in real life
situations. Acceptance of truth may change with time and circumstances due to constant
advancements. Expertise can be seen in both teaching and personal application of knowledge.
Knowledge is the capacity to discern right from wrong and to apply what we know in
real-life situations. It is a dynamic process, as our understanding and beliefs can evolve over
time and with changing circumstances.
P1 views knowledge as facts and information while P2, 3 and 4 hold the belief that
knowledge is skills and competences. All the participants believe that knowledge is contextual,
tentative and evolving as the time and circumstances change. This shows that the interview
data may confirm the quantitative findings on student teachers having sophisticated EBs in the
Certainty of Knowledge and the Simplicity of Knowledge dimensions.
Acquisition of Knowledge. Beliefs regarding the acquisition of knowledge revealed
by the participants can be found in Table 4. Based on the interview data, it was found that the
participants hold sophisticated beliefs regarding knowledge acquisition and the ability to learn,
although they exhibited a high tendency to rely on authorities as their primary source of
knowledge. This observation aligns with the quantitative findings, where the mean value for
the source of knowledge dimension was the lowest among all five dimensions.
Table 4
Acquisition/Source of Knowledge
Participants
P1
P2
P3
Acquisition/Source of Knowledge
I can know something by reading, watching videos, googling, asking friends and colleagues,
asking more experienced ones. I need a teacher to be able to learn something because I
cannot know everything.
Observation and internet surfing can be sources of knowledge. A teacher is necessary for
learning new topics, but self-study is sufficient for advancing knowledge. Validation can be
done through personal observation, but it is impossible to question my teacher because of
our culture.
I can know something by learning by myself, learning from someone who knows it very
well, or living in the environment where people who know things live. I don’t think I need a
teacher to learn something because I can study by myself.
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P4
I can know something by deciding what I want to learn, analysing it, and verifying it with
experts. While some things can be learned independently, it is beneficial to seek guidance
from experienced individuals when in doubt.
As shown in Table 4, P1 said that knowledge can be acquired from different sources but on
the contrary, a teacher is still needed to be able to learn something. P2 and P4 held a belief that
knowledge can be acquired through observation and surfing internet, but a teacher is needed if
they are to learn new topics. P2 even refers cultural barriers that prevent her from questioning
teachers. These data suggest that fear of questioning teachers can hinder the acquisition of
knowledge. Unlike others, P3 believes in the self-construction of knowledge and does not think
that a teacher is needed.
All participants have the same beliefs on the improvable ability to learn (a subtheme under
the theme; acquisition of knowledge), although P4 mentioned a different idea regarding
learning content subjects: “unlike learning languages, it is not easy for some people to
understand and remember things they are learning no matter how hard they try”.
Justification of Knowing. Participants mentioned that they justified knowledge through
various means, such as reading books, searching the internet, validating information with a
third person, or engaging in discussions with the teacher. All participants have similar beliefs
on the justification of knowledge. In summary, the participants were found to have
sophisticated EBs, although there are some inconsistencies within each participant’s belief
system. For example, P1 seems to be holding a higher-level belief regarding Justification of
Knowing compared to her EB in Nature of Knowledge, and Acquisition of Knowledge.
Teaching-Learning Approaches. The participants mentioned constructivist approaches to
teaching and learning when asked about their preferred classroom activities except for P2. P2
expressed a deterministic perspective on teaching. While she does not believe in the idea of
innate learning abilities, she does hold the belief that learning is contingent upon societal
conditions. Table 5 shows their answers to the question asking how they will promote learning
in their classroom.
Table 5
Teaching-Learning Approaches
Question
Participants
P1
P2
P3
P4
How will you promote learning in your classroom?
Answers
I will promote learning in my classroom by linking the lesson with real life situations. In
doing so, I will ask them to discuss how they will apply it in their life.
I don’t think I can promote learning because it is very difficult to make some students eager
to learn. The teacher’s willingness to put effort in teaching greatly depends on the students’
willingness to learn. The students’ willingness to learn depends on their family backgrounds,
their parents’ situation and their socio-economic status.
I would promote learning in my classroom by group work, field work, problem-based
learning so that I can make sure that they are eager to learn and acquire the required knowledge.
I will apply question and answer method, group discussion, reflection on what we discussed,
analysing their answers, and asking them questions at the end of the lesson to make sure that
they comprehend the lesson. By doing so, I believe that they will learn happily, and this can
improve learning.
222
When asked about whether the teacher should respond to the individual needs of students,
which is an important aspect of constructivist learning, all interviewees responded positively,
mentioning their intention to use various strategies for this purpose. However, P4 highlighted
environmental factors that hindered her ability to address the individual needs of her students
and implement constructivist teaching approaches.
“I don’t think that I can respond to the individual needs of my students because of the
big student-teacher ratio and insufficient time. I will be able to respond only to those
students in serious needs.” (P4)
Here, mixed conceptions of traditional and constructivist teaching-learning approaches were
found within the belief system of participants. For example, P1 mainly held the constructivist
TLC but still mentioned traditional approaches by saying that “The students must follow the
teacher’s instructions”.
Roles of a Good Teacher and a Good Learner. All participants responded to the question
asking about the role of a good teacher saying she should be a guide or a facilitator. On the
contrary, inconsistent answers were given when asked about the role of a good learner. Mixed
with the constructivist perspectives, they responded evoking the traditional teacher-centred
views as well, as it is revealed when they argue that good learners “must follow the teacher’s
instructions, be open-minded to learn new things, be able to reflect themselves after the lesson”
(P1), “must accept, question, think, brainstorm, and reflect the topic they are learning” (P2),
“It is very difficult to obtain the knowledge that others have and to absorb what you are taught.
I cannot take much from what I have been taught” (P3), and “should cooperate with the teacher
and have learning readiness” (P4).
Metaphor and Narrative Analysis
In order to complement the interview questions, metaphors were used to visualize the
participants’ beliefs and conceptions. By asking them to choose a metaphor that represents a
teacher, the researcher can implicitly see their ideas of a good teacher and a student. “By using
metaphors and visual images, educators can arrive at a deeper understanding of their role and
responsibility as educators, the nature of education, and the relationships between the teacher
and student.” (Clarken, 1997, p. 11)
P1 uses the metaphor of "Gardener" for the teacher and "Flowering Plants" for the students.
In this metaphor, the teacher is seen as someone who provides care and support, but the growth
of the students' knowledge depends on the students themselves. This aligns with a
constructivist view where students are expected to construct their own knowledge. P2 also uses
the "Gardener" metaphor, but in this case, the students are compared to "Seeds." The emphasis
is on how well the teacher takes care of the students (seeds) for them to grow into
knowledgeable individuals. This suggests a role for the teacher as a knowledge transmitter and
the student as a passive receiver.
P3 uses the metaphor of "Friend" for both the teacher and the student, highlighting a more
collaborative and process-oriented approach. The teacher and student are seen as equals, with
the student leading the learning process. This aligns fully with the constructivist and student223
centred view. P4, like P1 and P2, uses the "Gardener" metaphor for the teacher but compares
students to "Little stars." This metaphor emphasizes the potential for students to shine brightly
with the knowledge they gain throughout their lives. However, it does not explicitly mention
the teaching process, focusing more on the end product of knowledgeable students.
When we compare the results of the metaphor analysis with the participants' narratives about
their favourite teachers gathered during the interviews, we find that based on her narrative it is
only the last participant (P4) who clearly idealizes a constructivist teacher. The others appear
to prioritize the traditional qualities of a transmission-based teacher, such as expertise in the
subject, engaging teaching methods, and fair assessment practices. Notably, the two PhD
students, P1 and P2, lean more towards the transmission model, while P4 demonstrates a
stronger inclination towards the constructivist approach. However, there is a noteworthy
contradiction in P3's case. Although P3 uses the metaphor of a "friend," suggesting a
constructivist perspective, the teacher described in her narrative is undeniably excellent in the
transmission paradigm.
In P1's narrative, the teacher is described as an expert and ethical person, highlighting
traditional teacher virtues. This narrative stands in partial contrast with P1’s metaphor, where
the teacher is seen as a knowledge transmitter, while the student is a knowledge constructor.
P2's narrative also emphasizes the teacher's teaching skills and the ability to make subjects
interesting. This aligns with the teacher as a knowledge transmitter role, which stands in line
with the traditional perspective suggested by P2’s metaphor. P3's narrative praises the history
professor for mastery in the subject and the ability to make learning enjoyable. However, the
professor is described as an excellent teacher in the transmission paradigm, which contrasts
with the metaphor of the teacher as a "Friend" and the student-led learning process P3
described. In P4's narrative, the mathematics teacher is admired for encouraging students to
find their own solutions and develop logical skills. This narrative is more aligned with the
constructivist ideal, which contrasts with the "Gardener" metaphor P4 provided. Overall, there
is a certain disconnect between the metaphors used by the participants and their narratives
about their favourite teachers. This disconnect highlights the complexity of the epistemological
beliefs system and teaching-learning conceptions.
Revision based on the pilot findings
To address the potential impact of teaching experience on participants' Epistemological
Beliefs (EBs) and Teaching and Learning Conceptions (TLCs), a new question about their
teaching experience was included in the opening questions. This addition was motivated by
the pilot findings, which indicated that the differences in EBs and TLCs might be influenced
by the length of teaching experience as the two PhD students with longer teaching experience
appeared to exhibit slightly less sophisticated EBs and TLCs when we consider their individual
profiles, in contrast to the student teachers. Furthermore, some questions (e.g., Q8, 9 and 10)
were rephrased to make them more direct or accessible, and follow-up questions were added
to questions 4, 10, and 11 to gather more detailed information. After checking the pilot
224
transcripts, it was found that adding further probing questions to the interview protocol could
be helpful.
Conclusion
After conducting pilot interviews and analysing the data, the interview schedule is found to
be suitable to answer the depth and breadth of the main research questions. However, based
on the pilot findings, further probing questions were added to the interview protocol when
finalizing it for the main data collection.
The data gathered from the interview can be rich enough to answer the research questions
and to confirm, complement and enrich the quantitative findings. The pilot interview data
seems to confirm the quantitative data findings, which showed that Myanmar student teachers
mostly have sophisticated EBs and constructivist TLCs. However, inconsistencies within each
participant's belief system were found, which are new findings enriching and refining the
picture gained from the quantitative data. Each participant has a unique profile in terms of their
EBs and TLCs, which the quantitative data did not reveal. This finding not only highlights the
inconsistencies within each participant’s belief system, but also underscores the differences
between their belief systems, each having an individual profile. The emergence of the “cultural
influences” subtheme in the interview data can potentially explain why the participants of the
survey were found to have less sophisticated EB regarding the source of knowledge and this
clearly complements the quantitative data. Existing literature on this topic has highlighted the
cultural specificity of epistemological beliefs and called for further research in different
cultural contexts (Chai et al., 2010; Hofer & Pintrich, 1997). The bigger research aims to
expand the scope of research and add new knowledge in this area.
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Appendix A
The Interview Protocol
What does the word “Knowledge” mean to you? (RQ 1)
Follow-up: What types of knowledge do you know of? (If they cannot give a concrete answer to the
main question.)
2. How do you know that somebody knows something? (RQ 1)
3. Do you think what you accept as true might change as the time passes and/or circumstances change?
Why or why not? (RQ 1)
Follow-up: Do you think there is only one truth or several truths about the same thing? Give me an
example.
4. In what ways can you get to know something? (RQ 1) List all the ways you can think of.
(a) Do you need a teacher to be able to learn something? Why or why not?
(b) Have you ever encountered a situation when you doubted what your teacher said was right? What
did you do in that situation?
(c) Imagine that you are a teacher in the above situation and your student confronts your idea or
challenges your knowledge. What will you do, how will you react? Do you expect the same attitude and
behavior as in your answer for Q4(b)?
5. A. Two of your friends are having a conversation. Both of them got low grades in an English proficiency
test. Whom do you agree with? Why? (RQ 1)
Thida: I keep getting poor grades no matter how hard I try. I still don’t get the hang of it. I will never
acquire the English language since I was not born with linguistic ability. My friends who get high grades
in English tests and are able to speak, read, write and understand English were born with innate ability
to learn language. I wish I had that ability.
Nilar: I got poor grades, but I didn’t fail in English test because I put a lot of effort into learning English
although I don’t have language learning ability. If I try harder, I can get better marks and my English
skills will also improve. It doesn’t matter how hard the subject is. We can succeed in learning every
subject if we try hard.
1.
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B.
The other two friends are
also having a conversation. Both of them got low grades in Mathematics. Whom do you agree with?
Why? (RQ 1)
Thura: I failed Mathematics last month because I don’t have the innate ability to learn. I tried hard in
learning Mathematics this month and as a result of it, I passed the exam. If I try harder, I am sure that I
will get high marks in it. I believe that our knowledge and intelligence can develop through learning.
Thiha: I keep getting poor grades no matter how hard I try. Since I was not born smart, I will never get
high marks in Mathematics nor pass the exam with flying colors.
6. Do you think that your intelligence is fixed, i.e., you were born with this much IQ and you will have the
same IQ for the rest of your life or do you think that people can develop the IQ they were born with? Give
me your reason with an example.
7. Tell me about your favorite teacher. (RQ 2)
a.
Why do you think he/she is a good teacher?
b.
What makes a good teacher in general?
8. What qualities do you think make a good learner? (RQ 2)
9. What does a teacher have to do to make learning occur? (RQ 2)
10. What does a student have to do to make learning occur? (RQ 2)
11. Do you think teachers should respond to the individual needs of students? If yes, how? If not, why not?
If the answer is to a certain extent, why to a certain extent only? (RQ2)
Follow-up: Mention some possible ways this can be done in practice.
12. Which components are more important in teacher training: subject matter, educational theory,
educational psychology, methodology or the teaching practicum? Put them in a rank order where the most
important one stays at the top followed by the less important ones. Give reasons for your choices. You cannot
put two subjects in the same rank. (RQ 2)
13. Which of these metaphors represents a teacher for you; an actor, a gardener, a coach, a lighthouse, an
animal trainer, a conductor of an orchestra, a sculptor, a second parent, a compass? You can also give me
your own metaphor. If the teacher is a metaphor you chose, then what would the student be? (RQ4)
14. As a teacher, how would you promote learning in your classroom? How would you make sure your
learners improve their knowledge? (RQ 4)
15. Vignettes
A.
“You are implementing modern teaching methods that you have learned at the university and
the students are enjoying them. But the principal and the parents do not think that you are teaching the
students. They see your teaching style as a game where the teacher and the students are just playing
together and not learning anything. They also think this might affect the students’ exam scores at the
final, state administered exam. Now they are discussing their concerns with you at the parent-teacher
meeting which is held quarterly. What will you do? How will you react?
As a teacher, you encouraged students to work in a team and you graded them according to their
performance in the team. A student complains that he got a poor grade because he is an introvert and
he was not active in the class during the group activity. He believes that he can do better if he is
allowed to work alone. He asked you to consider a different grading system as the one you used is
unfair for him. How will you react?
Appendix B
Interview Schedule Matrix
Research Question
1
Research Question
2
Interview Q 1
Interview Q 2
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Research Question
3
Research Question
4
Interview Q 3
Interview Q 4
Interview Q 5
Interview Q 6
Interview Q 7
Interview Q 8
Interview Q 9
Interview Q 10
Interview Q 11
Interview Q 12
Interview Q 13
Interview Q 14
Interview Q 15
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TEACHERS’ AND TEACHER EDUCATORS’
LEARNING AND PROFESSIONAL
DEVELOPMENT
230
1. COMMUNITY FORUMS: TOWARDS A PARTICIPATORY METHODOLOGY FOR
TEACHER PROFESSIONAL DEVELOPMENT
Dr. Tom GODFREY
International Training Institute, Istanbul, Turkey
[email protected]
Abstract
This paper is based on a series of diagnostic workshops focusing on how participatory
methodology can inform English Language Teaching (ELT) Teacher Education. The
workshops provided participants with experience of participatory methodology and techniques
to elicit feedback on their pedagogic value and efficacy in Teacher Education. Through
dialogue and reflection, participants identify the facilitation skills they value from the
workshops. While participatory methodology has a long and proven track record in teaching,
it is rarely utilized in teacher development programs. We explored the use of Community
Forums (an adaptation of Forum Theatre) in which participants re-enact collectively
experienced challenges to find solutions. Feedback from the workshops reveals that
Community Forums provide participant-led, solution-oriented, multiple-voiced opportunities
for reflection and dialogue on critical incidents teachers face. Additionally, the workshops aim
to develop participants’ facilitation skills. The research provides the initial template for
creating teacher development programs incorporating Community Forums and participatory
methods.
Keywords: Teacher Development, Community Forums, Forum Theatre, performative
methodology, teacher education.
DOI: 10.21862/atee.2023.17
Introduction
Working within an educational training center in Istanbul offering pre-service and in-service
teacher education, I work with teachers who embody traits of self-awareness, reflection,
collaboration, inter- and intrapersonal adeptness, adaptability, and the ability to navigate
linguistic and cultural diversity. Furthermore, teachers in this context are tasked with
performing these roles in languages that are not their native tongue. These performative
dimensions of teaching often remain unaddressed in traditional teacher education, which tends
to lean heavily towards a cognitive and instrumental approach rather than embracing the
holistic concept of "teaching and learning with head, heart, hands, and feet" as proposed by
Schewe (2013, p. 7).
With over four decades of experience in teacher training, I have had the privilege to observe
numerous lessons, and a common theme emerges – the prevalence of what I term the
'competence' model of teaching. These lessons are meticulously planned, centered on specific
objectives, and focus on content delivery and practice. A far rarer sight is what I term the
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'performance' model of teaching which is characterized by learner-centeredness, open-ended
activities, and active learner participation. The 'performance' model demands strong facilitation
skills, but most teachers tend to gravitate towards the 'competence' model, perhaps due to the
lack of support in developing facilitation skills.
This observation has prompted a series of questions: What are facilitation skills, and how can
they be cultivated? As Ruitenberg (2007) aptly points out, "Teaching is performative; it unfolds
as embodied and enacted responses, in the moment," contrasting with traditional academic
knowledge typically conveyed through words and numbers, which is disembodied. This
propositional knowledge, while essential, can only take teachers so far. (Nelson, 2013).
The need for enhanced facilitation skills became acutely evident during a recent workshop I
conducted on 'Social and Emotional Learning' at a prominent school in Istanbul. Although the
workshop appeared engaging and participatory, post-workshop discussions revealed a common
disconnect:
Me: Did you enjoy the workshop?
Participant: Oh yes, thank you. It was a lot of fun.
Me: Would you consider using any of these activities in your class?
Participant: (looking quizzical) Err... no, I do not think so.
Me: Why not?
Responses normally range from time constraints, strict curriculum adherence, limited
experience, concerns about student behavior, disparate teaching styles, and the fear of potential
chaos or parental complaints. This raises the question of why these pressing issues are not being
addressed in professional development sessions.
This situation highlights the pressing need for a structured framework and methodology for
participant-led, solution-oriented teacher professional development. One promising avenue, in
my perspective, is the development of facilitation skills for teacher educators. Facilitation, as
a mode of expression, encourages shared decision-making, stimulates dialogue, fosters
reflection, and cultivates a sense of community. Therefore, I embarked on a series of
workshops aimed at nurturing facilitation skills among teachers at our Istanbul training center.
In this performative domain, teaching becomes an action-based heuristic, influenced by realtime contingencies, and marked by improvisation, physical and emotional engagement, and the
emergence of learning. I am drawn to Wahl's (2011) argument, which draws parallels between
teaching and performing, suggesting that teachers are well-versed in instructing but often fall
short of emotionally engaging their students. Audiences, as Wahl posits, expect to 'feel,' so
should students (Wahl, 2011, p. 21).
To encapsulate this approach, I employ the term 'Applied Theatre' (AT) as an umbrella
descriptor for a range of drama games and activities, including 'Forum Theatre.' These activities
are characterized by participant-led experiences fictionalized for educational purposes,
allowing for an exploration of solutions in a dramatized setting, creating a 'no penalty' zone, as
Heathcote (quoted in Johnson & O'Neill, 1984, p. 130) suggests. Such experiential learning
aligns with Vygotsky's (1986) theories, acknowledging the interconnectedness of affective and
cognitive domains and the role of lived experiences in meaning-making.
Literature Review
Sir Ken Robinson's iconic TED talk in 2006 urged a paradigm shift in our perception of
teaching, framing educators as facilitators of learning rather than mere purveyors of
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knowledge. This shift prompts us to examine the nuanced interplay of behaviors and
interactions between teachers and students.
In the pursuit of enhancing teaching practices, it becomes evident that teacher development
must also include provision for building self-awareness. Identity has long been a focal point in
the realms of social sciences and humanities (Bendle, 2002) and education (Gee, 2000) due to
its intimate connection with beliefs and behavioral transformations. Developing self-awareness
and self-identity entails an exploration of ones teaching persona, encompassing questions about
who you are as a teacher and the type of teacher you aspire to become. As Price (1999) aptly
suggests, "discourse is seen as a practice in which both discourse and subject are performatively
realized." The concept of teacher identity has evolved beyond technical competence to
encompass a broader spectrum of social roles, relationships, and community affiliations
(Piazzoli, 2013), where personal agency dynamically interacts with external influences.
The idea that learning is intrinsically tied to action, an ideology championed by luminaries like
Rousseau and Locke, resonates with pedagogical philosophies propagated by Progressive
Education proponents like John Dewey and Vygotsky. These visionaries emphasized the
significance of embodied social interaction and play as fundamental elements of the learning
process.
While the historical roots of drama in education run deep, contemporary research on
performative approaches in Teacher Education remains limited. Exceptions include Even
(2020) who posits that the art of teaching lies in a teacher's imagination and their readiness to
embrace the unpredictability of the learning process. Meanwhile, Lutzker's (2007) research
highlights the need for teacher development to focus on the holistic development of the
embodied teacher, with a particular emphasis on the intrinsic connection between a teacher's
physical demeanor and their imaginative and emotional dimensions.
In educational and training settings, there is substantial potential to explore the intricate
intersection of human experiences and emotions with Teacher Education. Applied Theatre
offers a unique avenue for participants to 'feel' and express emotions not merely as 'raw'
feelings but as re-enacted experiences that stimulate learning.
In my pursuit of establishing a framework and methodology for participant-led, solutionoriented teacher professional development, I turned to the work of Augusto Boal, the Brazilian
dramatist. Central to Boal's (2022) educational philosophy is the idea that learning commences
with an awareness of the present context and demands reflection and action (praxis) to bring
about change. While Boal employs theatre as a medium for this transformation, the underlying
philosophy aligns closely with my vision of teacher development.
A cornerstone of Boal's philosophy is "forum theatre." This practice empowers participants to
grapple with real-life challenges by intervening in scenes and proposing alternative courses of
action. Boal drew inspiration from the pedagogue Paolo Freire, who sought to liberate
individuals from the constraints of ignorance and empower them to become agents of change
in their own lives. Freire's emphasis on dialogue and critical thinking in the learning process
strongly resonates with teacher educators.
These participatory arts, rooted in Paolo Freire's (1970) participatory education model and
Boal's Forum Theatre, provide a platform for expression that fosters collaborative decisionmaking processes, dialogue, self-reflection, and community introspection. Guided by the
principles of Forum Theatre, I have embarked on the utilization of participatory methodologies
in teacher professional development through a series of workshops at our teacher training
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center in Istanbul. These workshops adapt Forum Theatre concepts to unearth authentic teacher
experiences, thus fueling community discourse and problem-solving. Community Forums (an
adaptation of Forum Theatre) serve as a structured framework to elucidate participants'
understanding of their circumstances and provide avenues for generating solutions, offering a
powerful approach to address the multifaceted challenges of teacher professional
development.
Methods
Believing that effective teaching is an embodied and dynamic process, one that thrives on
physical presence and emotional engagement, I embarked on a series of workshops designed
to explore the potential impact of Applied Theatre on Teacher Education. These workshops
aimed to explore the performative aspects of teaching, hoping to unearth the skills that enable
educators to create interactive and dynamic learning environments. In particular, the objective
was to foster critical reflection and dialogue among participants, encouraging them to provide
feedback on the effectiveness of the activities in the context of Teacher Education. The aim
was to facilitate the identification of specific performative skills that teachers can employ in
their practice. Additionally, these workshops offered participants the opportunity to develop
facilitation skills, empowering them to run similar workshops in the future. These objectives
are summarized below:
1.
Diagnostic - Engage with Applied Theatre (AT) activities and assess
their effectiveness in Teacher Education (TE).
2.
Methodological - Evaluate the utility of Forum Theatre in TE.
3.
Pedagogical - Identify performative skills relevant to TE through
reflection and dialogue.
4.
Transformational - Equip participants with facilitation skills.
To maximize accessibility for working teachers, we advertised three 3-hour workshops, held
on consecutive Saturday afternoons at a private teacher training center in Istanbul. The
workshops were described as follows:
Workshop Description: These workshops focus on developing facilitation skills, which are
essential in any setting involving people interacting and discussing ideas to drive change. We
will explore embodied approaches to professional development, including team building,
building trust, enhancing engagement, promoting collaboration, and encouraging personal
disclosure, along with other performative skills. Drawing inspiration from the work of
Brazilian dramatist Augusto Boal, we will employ techniques based on Forum Theatre to delve
into professional development. Participants will receive a certificate upon completion of the
course.
Twelve participants, all practicing English Language teachers, registered for these workshops,
representing diverse backgrounds (United States - 3, Britain - 2, Iran - 4, Turkey - 2, and Russia
- 1), with the majority being female. Ahead of the workshops, an information email was sent,
outlining the use of drama activities and techniques and the exploration of the experiences of
ELT teachers, including their fears, hopes, and dreams. This email also detailed the plan to
present our findings regarding the 'essence' of an ELT teacher in a discussion after the final
234
workshop. Participants were informed that they would be asked to write reflections after each
workshop and participate in 15–20-minute focus group interviews. Furthermore, all workshops
were filmed, and participants were invited to sign a consent form granting permission for the
data collected to be used in any subsequent dissemination of findings.
The workshops followed a structured approach involving three primary components:
Games and Participatory Activities: I selected theatre games and activities based on their
potential to benefit teacher development, focusing on problem-solving activities that promote
collaboration, rapport, and team building, self-awareness, trust-building, and awareness of
others. The activities were also chosen with the intent of potential adaptation for participants'
classrooms, avoiding any demands for 'acting a role.' This approach aimed to stimulate
reflections on self-identity rather than encouraging imaginary creations. The primary source
for these activities was Boal's (2022) 'Games for Actors and Non-Actors.' Notably, participants
found the reflection post-activity highly valuable, offering them an opportunity to reflect on
their behavior during the activity, their reactions, and their interactions with others, connecting
these experiences to their identity. For video clips of the activities used please click on this
link: https://youtu.be/H8VoyPEilhE
Forum Theatre: The structure of the workshops drew inspiration from Augusto Boal's Forum
Theatre (FT), emphasizing active participation and the incorporation of personal narratives and
experiences from participants. This approach aligned with the notion that sharing personal
stories can function as a catalyst for teacher development, promoting critical thinking and selfawareness. The Forum Theatre spanned three workshops, which can be summarized as
follows:
Workshop 1 - Tilling the Soil: Participants embarked on a journey of self-disclosure, taking
their partners on an imaginary tour of their birthplace. We celebrated the rewards of teaching
and shared stories of positive achievements. These stories served as the basis for re-enacting
these positive experiences through image theatre. Subsequently, we repeated the cycle, this
time focusing on the challenges, obstacles, difficulties, and concerns faced by ELT teachers.
The challenges were categorized into three groups: internal, contextual, and external.
Workshop 2 - Sowing the Seeds: Participants concentrated on devising material for Forum
Theatre scenarios. Techniques like 'Step forward if you (have self-doubts/feel overloaded with
work)' were employed to elicit personal narratives and experiences. Sharing these experiences
served to demonstrate that many problems are shared among teachers. Stories of stress and
challenge were associated with specific sounds and body postures and shared within their
respective groups. Groups selected one story resonating with all members, creating and
rehearsing the re-enactment with the original story's protagonist acting as the facilitator. By the
end of this workshop, we had six scenarios, each with a designated facilitator/director.
Workshop 3 - Blooming: This session focused on developing facilitation skills and rehearsing
the Forum scenes. Participants re-enacted their scenarios to other groups, who were invited by
facilitators/directors to intervene and propose solutions to the issues presented. The role of the
facilitator was crucial, with a focus on guiding audience intervention without explaining or
interpreting the scenario, ensuring the emphasis remained on action rather than discussion.
These scenarios were later presented to an audience in the Community Forum, aiming to
235
stimulate discussion, reflection, and debate among the participants and encourage contributions
of solutions to the issues presented.
Reflection and Dialogue: Reflection stages were incorporated after each activity and at the
end of each workshop. Data collection aimed to provide an in-depth understanding of
participants' perspectives on the theatre games and Forum Theatre. Written feedback
questionnaires were administered and focus group interviews were conducted after each
workshop. Audience members attending the Forum presentation were also invited to complete
a reflection form. For video clips of the Forum theatre click on this link:
https://youtu.be/CJnw0gR5TTk
These workshops represent a potential framework and methodology for participant-led,
solution-oriented teacher professional development. Applied Theatre, with its participatory
approach, offers a platform for shared decision-making, fostering dialogue, reflection, and
community cohesion. The techniques employed aimed to enhance participants' understanding
of their situations and facilitate actions to address them, making this methodology both the
object of research and the means to provoke reflection and gather data.
Results
The workshops we conducted provided a nurturing environment, allowing participants to
openly discuss the multifaceted challenges they encounter in their lives. These challenges were
categorized by participants into three main groups: internal challenges, external challenges,
and contextual or systemic challenges. Using this framework, we analyzed the collected data
to identify specific skills participants found valuable in addressing these challenges.
A. Internal Challenges: Self-Awareness and Self-Identity In response to prompts about the
skills necessary to overcome internal challenges in their feedback reflections, participants
emphasized intrapersonal skills, including active listening, the development of self-confidence
and self-esteem, nurturing a healthy body, and letting go of the pursuit of perfection. The data
frequently mentioned the words 'fun' and 'enjoyment,' with comments like "it was really good
to relax." Many participants shared how the activities increased their self-awareness, with
statements like "Moving around and becoming more aware of my body and how I can use it to
express emotions/concepts." Sensory awareness and understanding emotions were integral to
this self-awareness, as participants found value in reading emotions in the room. The
workshops consistently reinforced the concept of being present, emptying one's mind, and
heightening sensory perception. This aligns with Brook's (1968) notion of the infinite
possibilities of emptiness, suggesting the importance of freeing one's mind and heightening
sensory dimensions. Lutzker (2007) emphasized the significance of sensory and affective
experience in influencing behavior, emphasizing the need to focus on this aspect of teacher
development.
A powerful example illustrating the importance of self-awareness and the internal conflicts that
drama activities can provoke was the activity 'Blind Trust.' In this exercise, one partner closed
their eyes while the other guided them on an imaginary journey around the room. Several
participants found it challenging to keep their eyes closed. One participant openly shared a
personal struggle, revealing, "I find it very difficult to close my eyes and just do whatever I
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need to do. I do not think it had to do with a lack of trust in you guys or others… I honestly
think it's a big thing for me, to close my eyes." This observation encapsulates the complex
internal struggles that drama activities can provoke and raises questions about how one can
resolve these internal conflicts and gain control over intrusive thoughts.
B. External Challenges: Awareness of Others External challenges encompass pressures
exerted by others, including management, demanding parents, hyperactive or spoiled learners,
and toxic colleagues. An activity that stimulated reflection on external challenges was 'Bomb
and Shield,' which prompted participants to mentally select someone to represent a 'bomb'
(someone to avoid) and someone as their 'shield' (someone who can protect them from the
bomb). Through this activity, participants explored questions such as, "What could be a bomb
for a teacher?" and "What are shields for teachers?" This activity exemplifies the aim of many
participatory drama activities, providing a space for personal disclosure, encouraging sharing,
inspiration, mutual support, and integration into a social group. Recognizing and enhancing
awareness of the needs and presence of others emerged as a valuable skill for teachers.
Participants emphasized the importance of interaction, collaboration, and sharing, with one
participant stating, "We should listen to our colleagues for new ideas." Furthermore, the
necessity of 'people skills' and 'self-skills' was acknowledged. People skills mentioned included
the ability to say 'no,' building sympathy and empathy for learners, and seeking help when
needed.
C. Contextual and Systemic Challenges: Awareness of Context The most significant
category of challenges identified by participants is related to contextual and systemic factors.
These challenges encompassed issues such as large mixed-level groups, inappropriate
methodologies, intensive curriculums, inadequate breaks, strict regulations, communication
barriers, low pay, and cultural differences. Participants recognized the situated nature of
teaching, emphasizing the importance of being always aware of their surroundings. The
premise of theatre activities and Forum Theatre is to provide a platform for marginalized voices
to be heard, raise awareness of cultural and social pressures, and re-examine the dominant
discourse in pursuit of change. Many comments in the written reflections underscored the need
for survival through maintaining a work/life balance, managing time and stress, and engaging
in diplomatic negotiations with institutions. Fels (2004) summarized this perspective,
highlighting that "a classroom and its emergent curriculum is a complex emergent system of
interactions and interrelationships brought forth by teachers and students together within a
context and environment." Participants also commented on the impact of the atmosphere and
energy in the room, noting that these activities changed the energy and created an environment
free from judgment. Van Manon's (2016) perspective on teaching success being closely related
to embodied thoughtfulness and relational atmosphere resonated with our participants, who
found value in the personal space and mood created during the workshops.
Developing Meta-Performative Skills
Defining Meta-Performative Skills
The exploration of identity holds a significant place in the realms of social sciences,
humanities, and education due to the intricate relationship between one's identity, beliefs, and
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behavioral patterns. Understanding self-awareness and self-identity entails reflecting on who
one is, why one has chosen the path of teaching, and the kind of educator one aspires to become.
As Price (1999.582) astutely notes, 'discourse is seen as a practice in which both discourse and
subject are performatively realized,' emphasizing that identity is constructed through actions.
In the context of our Applied Theatre (AT) workshops, we observed how the activities
facilitated the elicitation of personal narratives, reflections, and insights, shedding light on the
nature of participants' identities. Participants were invited to reflect on why they act the way
they do, exploring the connections between their actions and their identities. As one participant
aptly expressed, "I appreciated the comments that encouraged us to reflect and relate what we
did to our lives." Another participant found the activities relevant to their life, noting, "The
section 'cat and mouse' was impressive for me because I liked the perception behind being
chased or chasing; this relates to my current life." These reflective skills, which engage with
the performative aspects of one's identity, are what I refer to as 'meta-performative.'
Identifying Meta-Performative Skills
A recurring theme in the feedback comments revolved around the need for a safe space that
also allowed for self-expression. One participant eloquently described this need, saying, "I feel
protection from both sides, from myself and also protection from others."
Participants also reflected on their preferences in guided or guiding roles, whether they felt
more comfortable being chased or being the chaser. One participant succinctly expressed their
preference, "I kind of felt more comfortable being the guide, not being chased, and being the
mouse was a bit scarier than being the cat."
The Nature of Reflection
Conventional teacher education literature often portrays reflective practice as a solitary
endeavor, where educators meticulously reflect on lesson plans, maintain journals, and draft
action plans in isolation. However, this solitary reflection model does not align with the
realities of most teachers, as their demanding schedules rarely allow for such introspective,
solitary reflection. Hatton and Smith (1995) question whether reflection should be confined to
thought processes about action or be more intertwined with the action itself. Unlike solitary
reflection, our approach to Applied Theatre provides a dynamic space for action and reflection,
guided by participants, solution-oriented, and characterized by dialogic interactions,
incorporating multiple voices and perspectives. Participants in our workshops described the
highlight of their experience as "reflecting actively and considering connections between my
experiences and the group's experiences." This approach was exemplified by one participant's
revelation: "I learned that I thrive in courses that emphasize practical and physical movement
rather than knowledge-based learning." Another participant shared, "I found myself
contemplating my career choices."
Forum Theatre as a Methodology in Teacher Education
In our workshops, we explored the use of Forum Theatre (FT) to raise awareness of and
interrogate the challenges faced by English Language Teaching (ELT) teachers, with the aim
of seeking solutions. Several key features emerged from the data collected.
Authentic Scenarios in Forum Theatre.
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Initially, there was concern about the authenticity of scenarios presented in FT. However,
participant feedback contradicted this concern, highlighting the legitimacy of the challenges.
Participants appreciated that FT mirrored real situations and presented them visually, enabling
them to realize they were not alone in experiencing such problems. This authenticity of
scenarios in FT was instrumental in making the challenges relatable and engaging for
participants.
Dramatic Distance in Forum Theatre.
Participants noted that dramatizing real situations allowed for reflective distance. They
emphasized that drama creates a 'distance' from the problems presented, which facilitates better
thinking to find solutions. Engaging in the dramatization of critical incidents placed
participants in a liminal space, existing between reality and fiction. This duality induced
tension and imaginative possibilities, which are essential for transformative learning.
Transformative learning theories suggest that genuine learning occurs when participants
confront challenges or disruptions, leading to reflection and critical assessment.
Reflection and Dialogue in Forum Theatre.
Participants highlighted the role of FT in enhancing their confidence, providing a therapeutic
outlet, and increasing their awareness of school-related issues. Imagined situations were
perceived as less confrontational, making it easier for participants to engage in discussions
about their experiences. The participant-led nature of FT allowed content creation to be shifted
from facilitators to participants, fostering a collaborative approach. This shift created a zone of
proximal development, where participants sought solutions with the support of the audience
(spect-actors). Importantly, this approach provided space for creativity and empowerment.
Change and Transformation in Forum Theatre.
The workshops aimed at teacher development, emphasizing the importance of evaluating the
extent of change and transformation experienced by participants. Feedback from the final
workshop emphasized the role of FT in promoting change. Participants acknowledged the
creation of alternative solutions, scenarios, and paths of experience through FT. The
relationship between challenge and enjoyment was evident, echoing the perspective that
"change is always connected to the willingness to take risks in going beyond what is known
and familiar."
Limitations of Forum Theatre in Teacher Education
While drama and Applied Theatre (AT) offer valuable insights into motivation, engagement,
and social theory in educational contexts, some participants expressed reservations about
institutional interest in professional development through AT. This skepticism was attributed
to institutional priorities focused on cost-effective methods. Additionally, the preference for
traditional teaching techniques was highlighted. However, one audience member recognized
the need for a diverse group of stakeholders, including heads of departments, principals of
schools, managers, and teacher trainers, to genuinely address these issues.
In conclusion, Forum Theatre offers teacher educators a powerful tool for reflection. Our
methodology emphasized holistic, embodied, spontaneous reflection aimed at transformation
and change, which aligns with Schön's view of reflective practice involving a "dialogue of
thinking and doing" (Schön, 2017). By combining elements of drama, reflection, and dialogue,
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Forum Theatre provides a dynamic approach to teacher development that engages participants
in a reflective and transformative process.
Conclusion
Our exploration of Applied Theatre (AT) within the realm of Teacher Education has unearthed
three profound dimensions in which AT methods can inform the field:
1. Facilitation Skills and Personal Development: These workshops offer teachers a platform to
identify and hone crucial facilitation skills. Skills such as building rapport, nurturing trust,
fostering collaboration, and cultivating positive group dynamics are instrumental for effective
teaching. The drama games and activities not only equip teachers with these facilitation skills
but also foster their personal development. Engaging with drama enhances teachers' selfawareness, deepening their comprehension of their roles and laying a solid foundation for
professional growth. Teachers discover common ground with their peers, become more
comfortable sharing their challenges, and gain an elevated level of articulation and selfconfidence.
2. Reflective Practice and Self-Identity: AT techniques serve as a distinctive reflective tool for
teachers to examine their embodied behavior and professional identities. Through active
participation in drama activities, teachers gain valuable insights into their actions, reactions,
and communication styles. This heightened self-awareness empowers teachers to adapt and
enhance their teaching methods coordinated with their evolving self-concept. Reflective
practice in AT underscores the immediacy of experiential learning, fostering continuous selfimprovement and personal growth. AT acts as a catalyst for teachers to bridge their teaching
approaches with their evolving self-understanding, thus promoting a transformative learning
journey.
3. Forum Theatre for Dialogue and Action: Forum Theatre acts as a catalyst for discussions
and reflections through participant-led dramatizations of educational challenges. By engaging
in Forum Theatre, teachers ignite open conversations and shared reflections on the intricacies
of teaching. This approach uniquely encourages participants to propose and enact alternative
solutions, nurturing innovative thinking and collaborative problem-solving. Differing from
traditional research methods, Forum Theatre places action at the forefront from a participant's
perspective, prioritizing the educators' firsthand experience and instigating concrete changes
and improvements in teaching practices.
Incorporating AT into Teacher Education transcends conventional pedagogy by equipping
teachers with the facilitation skills and self-awareness crucial for effective teaching. The
emphasis on participant-led discussions and the development of performative skills redefines
the teacher's role as one who actively engages with students in the present moment, cultivating
self-expression and adaptability.
In summary, our exploration of AT cultivates "meta-performative" skills, offering a distinct
form of reflection that goes beyond the analysis of past events to delve deeply into the
performative aspects of one's identity. AT enhances the Teacher Education experience by
encouraging participants to explore their inner conflicts, preferences, and insights
collaboratively, within a solution-oriented framework.
This pilot project underscores the pressing need for an increased emphasis on teacher artistry
and performative competencies within education. We advocate for a shift in educational
practices, recognizing the potential of the arts to revolutionize teaching and learning. AT
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workshops serve as a gateway to a more creative and embodied approach, preparing teachers
to tackle the multifaceted challenges of a diverse, multilingual, and multicultural educational
landscape, where teaching is an art that engages not just the intellect but also the heart, hands,
and feet. Through AT, we invite teachers to embark on a journey of creative, embodied
expression, enjoyment, and fulfillment, elevating their professional voyage and contributing to
the evolution of Teacher Education.
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2. IMAGINATION TAKEN SERIOUSLY: IMAGINATIVE EDUCATION FOR TEACHER
PROFESSIONAL DEVELOPMENT
Alessandro GELMI
Free University of Bolzano-Bozen, Italy
[email protected]
Abstract
Starting with Vygotsky's research and the significant contributions from the subsequent
cultural-historical tradition (Smolucha & Smolucha, 1992; Gajdamaschko, 2005), the use of
the term "imagination" in educational research has undergone a profound transformation.
Previously associated with irrational, egocentric, and unrealistic thinking (Piaget, 1962), the
term now signifies a sophisticated form of intelligence that integrates logic, emotions, and
cognitive flexibility (Abraham, 2020).
Imaginative Education (IE) is an educational theory that explores the implications of this postPiagetian perspective on imagination. The theory elucidates why imagination is a vital resource
for teaching and learning, providing educators with a set of "cognitive tools crystallized in
culture" (Egan, 1997) to enhance the imaginative potential of learners and delve into the
thought-provoking and emotionally engaging aspects of curricular subjects.
This article presents the results of an exploratory case study conducted to clarify the content,
structures, and educational objectives of in-service teacher training programs based on IE,
which have been systematically conducted in universities in British Columbia for over two
decades. The findings indicate that this non-instrumental approach to teacher training can make
a meaningful contribution to ongoing discussions within the European educational community,
with a focus on the integration of educational practice and philosophical awareness, and the
holistic development of teachers' professional capacities.
Keywords: Creativity; Imagination; Imaginative Education; Teacher Education; Teacher
Professional Development
DOI: 10.21862/atee.2023.18
Introduction
Starting with Vygotsky’s research and the decisive contribution of the ensuing culturalhistorical tradition (Smolucha & Smolucha, 1992; Gajdamaschko, 2005) the use of the term
"imagination" in educational research has changed radically. From an irrational, egocentric,
and unrealistic type of thinking (Piaget, 1962), the term has come to denote a sophisticated
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form of intelligence in which logic is integrated with emotions and cognitive flexibility
(Abraham, 2020).
Research in cognitive science and developmental psychology has provided further empirical
confirmation to support this critical rethinking of imagination. Several studies in this field (for
a synthesis see: Harris, 2000, 2020) have long since shown that this psychological function is
indeed crucial for development and learning at different levels: it supports and enriches
personal meaning-making and knowledge construction; it is required for the proper functioning
and developing of emotional intelligence, empathy and theory of mind; it enhances
metacognition and self-regulation processes and is an essential component of creative idea
generation, divergent thinking, and hypothetical and counterfactual reasoning.
A perfect synthesis, both theoretical and historical, of this perspective shift in the field of
education is expressed by the theory of Imaginative Education (IE), developed by the
educational philosopher Kieran Egan. As much as imagination has been positively reevaluated
by other philosophical and pedagogical theories, decidedly more influential on an international
level, such as those of Green, Dewey, Steiner, Freire, or Malaguzzi, the case of IE is
particularly suitable for working on the definition of the term and its conceptual clarification.
In Egan's work, the critical overcoming of Piaget's theories is pursued as an explicit goal (Egan,
2002), and the reasons for rethinking and reevaluating imagination are systematically
investigated.
The first reason concerns the relationship between imagination and rational intelligence.
Piagetian account of imagination as a form of thinking that is opposed to the rational
understanding of reality (Piaget, 1962) gives way in IE to a more complex and profound
integration: "Reason and imagination are not mutually exclusive faculties, or even in any way
incompatible [...] Imagination must dwell within rationality if rationality is to serve human life
and enrich our experience [...] rationality without imagination is blind, rudderless, and as likely
to destroy what is of human value [...] conceptions of rationality deficient in imagination are
at best arid and at worst damaging" (Egan, 1992, p.25). Even more, in the language of IE, the
rigid distinction between imagination and rationality is regarded as more misleading than
helpful. Imagination works within the domain of rational intelligence, of which it expresses, if
anything, the more sophisticated features, such as cognitive flexibility and the ability to
envision alternative possibilities: "Identifying imagination in the capacity to think of something
as possibly being so, certainly does not suggest any conflict with rationality. Rather, the ability
to hold alternative conceptions in the mind and assess their adequacy or appropriateness would
seem a necessary component of any sophisticated rational activity." (Egan, 1992, p.41).
Secondly, Egan explicitly criticizes the Piagetian perspective concerning the connection
between imagination and emotion. In IE, imagination is not reduced to a spontaneous and
egocentric expression of emotional needs that cannot be satisfied otherwise. It is understood,
on the contrary, as the highest form of manifestation of reason, where cognition and emotion
are strictly interconnected: "Imagination is reason in its most exalted mood" (Wordsworth,
1967, cited in Egan, 1992). Moreover, this multidimensional character of 'imagination is not
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limited to its cognitive complexity nor the link with emotions. It also extends to the practical
dimension of personal experience because it is strongly linked to memories, desires, and
motivations: «The function of the imagination is such that it never merely copies the world or
translates perceptions; it is a constantly active and creative faculty that shapes the world we
perceive and that uses our hopes, fears and other emotions in that shaping» (Egan, 1992, p. 24).
Finally, and as a consequence of these assumptions, to be abandoned in IE is the Piagetian
account of imagination as an exemplary symptom of early childhood intellectual immaturity
which is inadequate to produce any form of meaningful learning and destined to disappear with
the rational development of adulthood, except in the remnants of playful diversion or artistic
expression. On the contrary, precisely because it is a complex and multidimensional form of
thinking, imagination is regarded within IE as the decisive causal factor in cultural and
individual development. In learning processes, understood in the most general sense as the
individual or joint development of new knowledge, skills, and competencies, imagination is
the efficient cause that acts out of psychological dispositions and acquired knowledge. The
latter, in contrast, are understood as material causes that provide the imagination with the
resources and constraints within which it can express itself (Egan, 2010). Without culture or
pre-existing knowledge, established mental habits, value systems, or personal motivations, one
could not imagine anything in any possible sense of the term. On the other hand, without a way
of thinking that is emotionally rich, connected to personal experience, and open to the possible,
there would be no chance of transmitting culture, let alone enriching, transforming, and
connecting it with the overall development of individual personality. In more detail, this
essential role of imagination in learning is recognized within IE at least at two fundamental
levels. First, the focus on imaginative engagement supports a form of intrinsic motivation based
on the intellectual and emotional connection with the curricular topics and with their
transcendent meaning (Fettes, 2010) Secondly, imaginative thinking supports a sophisticated,
flexible, and creative use of intelligence. Without the ability to readjust and remodel the prior
system of acquired beliefs and mental models, no form of knowledge acquisition, construction,
or co-construction would be possible, nor could new skills or competencies be developed:
"Imagination is thus the 'reaching out' feature of students' minds that picks up new ideas, tries
them out, weighs their qualities and possibilities, and finds a place for them amidst the things
they have already learned" (Tyers, 2006).
Within the theoretical framework of IE, however, these premises regarding the relationship
between imagination, learning, and teaching do not confine themselves to theoretical
considerations of a general nature. Indeed, the theory provides teachers with a set of “cognitive
tools crystallized in culture” (Egan & Judson, 2016) with which to enhance the imaginative
potential of teachers and learners and to make curricular topics more emotionally engaging and
meaningful. In this regard, Egan advances an original form of recapitulation theory based on
the cultural-historical concept of “mediation” (Egan, 1997). From the perspective of Vygotsky,
imagination, like all the other higher psychological functions, does not develop through
deterministic biological stages; its development, on the contrary, depends upon the gradual
internalization of social capacities via the mediation of language interaction. What Egan adds
to this general premise, is that he identifies a precise set of cultural artifacts (e.g., stories,
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metaphors, riddles, jokes, and humor) that have been historically crucial for cultural
development and that can be repurposed on the educational level as teaching strategies to enrich
individual imagination and to involve it in teaching and learning.
Research question and research design
IE has been applied for two decades in the field of teacher education and professional
development within the Universities of British Columbia (BC). However, so far, research on
IE has mainly focused on the evaluation of its educational effects in schools with a limitation,
in Europe, to the field of primary science education (Corni & Fuchs, 2020). The studies are
specifically devoted to exploring the potentialities of this educational approach to teacher
education and teacher professional development have been limited to theoretical works related
to pre-service teachers (Fettes, 2005; Chodakowski, 2009) and to empirical studies about
training programs for in-service teachers that have not been conducted in the European context
(López-Larios et. Al, 2022).
Therefore, the present work is part of a wider research project that aims at the following
objectives:
-document and analyze IE teacher training programs that have been developed internationally
for more than two decades to clarify the relevance of IE within the contemporary debate on
teacher professional development (Sims & Fletcher-Wood, 2021);
-develop an IE course to be implemented in the Italian context;
- conduct an exploratory case study with a group of in-service teachers to analyze the effects
of the program on teachers’ knowledge, beliefs, and reflexive attitude (Desimone, 2009) and
to clarify the potentialities and the critical issues of its implementation in the Italian school
system.
The research design consists of three main phases. The first two took place during four months
of visiting research in two universities of British Columbia, where IE has been systematically
applied in teacher education and professional development for more than two decades. The
third will be completed in a primary school in the province of Bolzano that requested training
from the University of Bozen/Bolzano on the topic of Imaginative Education.
In the first phase, IE Master Programs (MeD) have been observed and documented. To achieve
this, two main sources of documentation were connected: desk research within university
archives and databases concerning the history of IE training programs; and field notes
(Emerson, Fretz & Shaw, 2011) within participatory observations as a visiting student in
current MeDs.
The second phase focused on the elaboration of the course to be implemented in Italy. This
phase was not limited to a theoretical investigation of the pedagogical principles of IE but
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included collaborative interaction with IE theorists and practitioners. An initial round of
narrative interviews (Küsters, 2022) was conducted with 20 participants (5 teacher educators,
12 teachers, and 3 school principals), to delve into the history of IE in British Columbia and to
gather different perspectives on the theory and its implementation. Next, the collected material
was subjected to a process of bottom-up thematic analysis (Kuckartz & Rädiker, 2023) to
highlight recurring themes that were relevant to understanding the effects of MeDs on teachers'
professional development and to design a course suitable for the Italian context. The
highlighted themes were then used as guidelines to develop a draft course proposal, and focus
groups were conducted as “member checks” (Ravitch, 2019) to receive further feedback from
participants.
In the third phase, an explorative case study (Yin, 2018) was conducted within the
methodological paradigm of Action Research for educational change (Eliot, 1991), and
specifically according to its version focused on teacher professional development known in
Italy as "Ricerca-Formazione" (Asquini, 2018). The study was conducted with a group of 11
primary school teachers who attended an introductory training course based on IE led by the
researcher. In this context, data have been collected through narrative interviews, in-class
observations, and focus groups. A top-down thematic analysis, based on the themes that
emerged from phase 2, will be conducted to analyze in detail the initial effects of the course on
the participants' knowledge, beliefs, and reflection attitudes. Moreover, by the hermeneutic
and socio-constructivist principles that inform the epistemology of Imaginative Education
(embraced in this sense also as an epistemological horizon for the whole research project), this
initial categorization has been grounded on an Interpretative Phenomenological Analysis
approach (Larkin et al, 2017). This integration of categorizing and contextualizing strategies
within qualitative research (Maxwell & Miller, 2008), aimed to ground the general categories
on experiential themes that illuminate each participant's perspective regarding their educational
journey.
One unexpected result can be reported that affected the overall design of the research: the
participants expressed an interest in continuing with a further training phase to apply IE in their
classrooms during the school year 2023-2024. The reasons given by the participants for this
proposal concern both the need for more time to explore IE in practice and the possibility of
using this theory to focus on cooperative and interdisciplinary educational planning.
Therefore, a new phase, which emerged from the dialogue between the participants and the
researcher, will be carried out to deepen the case study and collect further data on the effects
of the course on the participants' knowledge, beliefs, and collaborative and reflective attitudes.
It will be organized as follows:
-Singular teachers or sub-groups of teachers will design Learning Units based on IE principles
and tools
-The Learning Units will be implemented by the teachers at different times
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-During this process, there will be individual meetings between teachers and the researcher, as
well as group meetings to further explore the themes of IE and to discuss the progress ofthe
teaching experiences in the classroom.
Methodologically, the same data triangulation of phase 3 will be maintained, involving
classroom observations, individual interviews, and focus groups recorded during collective
meetings. The process of thematic analysis will be based on the application of the indicators
that emerged in the previous research phases, as well as on the definition of new themes related
to the practical experimentation of the theory and to the moments of reflection and collective
discussion that will accompany it.
Results and discussion
At the current stage of the project, only the first and second phases of the research have
concluded. Findings concern the structure and content of MEds, on the one hand, and their
educational aims for teachers' professional development, on the other.
According to the epistemological premises of our research, results will be presented with an
integration of our conceptual analysis and participants’ voices, reported through direct
examples extracted from observations and interviews.
Structure and content
The structure of the three-year master's programs of Canadian universities does not find a
counterpart in the training programs offered within the Italian school system. Among the main
theoretical cores of the masters on IE (hermeneutics and dialogic pedagogy, socio-cultural
psychology, action research in the classroom, lesson planning), the aspects of the practical
implementation of theory for curriculum design emerged as the most relevant for a basic
introduction of theory in the available time and in a context in which it is unknown.
Regarding the didactic design of courses, the main themes that emerged are: "reflection in and
on practice" and “community of knowledge” which find theoretical counterparts in the
European context respectively in the notion of “reflective practitioner” (Schön, 1987) and
“communities of practice” (Wenger, 2009) whose application in educational research is also
widely documented in Italy.
Moreover, a recursive analysis of the data has brought to light other themes, closer to the
peculiar perspective of Imaginative Education about the teachers’ reflective engagement. In
general, these themes show that an IE approach to teacher professional development aligns
with those European philosophical and pedagogical traditions that emphasize the ethical and
aesthetical dimensions of teaching (Biesta, 2023).
1)
“The point is not only to have a rich and detailed, or perhaps even critical and original
understanding of what exists or has happened. It is also about... how shall we say... an
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imaginative sense… of what has not been but could have been, or of what could be radically
different, perhaps even better.”
The theme of "imaginative reflection" is a fundamental concept that underscores the substantial
significance placed by participants within a given context on the exploration of "What if"
questions. These questions are not mere intellectual exercises but rather serve as powerful
guiding principles. In essence, they function as moral compasses, offering a sense of direction
and purpose, particularly in the context of leadership and agency.
"What if" questions are a form of inquiry that delves into hypothetical scenarios and
possibilities. Participants in this context exhibit a remarkable commitment to exploring these
questions. This exploration is not merely an intellectual exercise but rather a deep and
imaginative examination of potential scenarios and their implications. These "What if"
questions are not treated as casual or trivial musings. Instead, they take on the role of guiding
principles. Much like a compass that helps travelers navigate unfamiliar territory, these
questions offer direction and guidance. They serve as moral compasses that help individuals
align their actions and decisions with a shared vision or set of values (Chodakowski, 2009).
Leadership is often characterized by the ability to envision new possibilities and inspire others
to follow a particular course of action. In the context of "imaginative reflection," the emphasis
on "What if" questions bolsters leadership. It empowers teachers to harness the collective
imaginative thinking of the group, which can lead to innovative solutions, dynamic strategies,
and a forward-thinking approach (Judson 2020). Moreover the use of "What if" questions
within this theme is not an isolated endeavor; it is a collective one. Participants engage in
imaginative thinking as a group, harnessing the synergy of multiple perspectives and creative
insights. This collective approach not only enriches the quality of ideas but also fosters a sense
of shared responsibility and collaboration.
In summary, the theme of "imaginative reflection" represents a profound dimension of human
interaction and decision-making. It underscores the role of imaginative thinking and "What if"
questions as essential tools in guiding individuals, enhancing their leadership capabilities,
promoting agency, and fostering a sense of collective purpose.
2)
«In short...with teachers for me, the point is never to provide the definitive answer on
IE orthodoxy, nor to prove who knows what strength of theory...rather I would like us to open
up questions, to explore contradictions and limitations about what we take for granted in
education»
The theme of "ironic stance" serves as a pivotal element in the landscape of IE-based
(Imaginative Education) training, shedding light on the nature of collective discussions that
take place within this framework. In contrast to a quest for definitive answers or
straightforward solutions, this theme champions a more nuanced and sophisticated approach.
"Ironic stance" is characterized by an intentional engagement with open contradictions, as well
as a deliberate exploration of the limitations and ambiguities inherent in the educational beliefs
held by teachers and instructors (Egan, 1978) In contrast to a conventional and prescriptive
249
approach to education, the "ironic stance" encourages a departure from seeking definitive and
one-size-fits-all solutions. It recognizes that the educational landscape is replete with nuances
and intricacies that cannot be distilled into simple, universal answers. Within this theme, open
acknowledgment and deliberate engagement with contradictions are key. Instead of perceiving
contradictions as hindrances or obstacles, they are seen as valuable opportunities for learning
and growth. Contradictions often reveal the complexity of educational concepts and the
diversity of perspectives within the teaching community. Through this approach, participants
in IE-based training engage in a critical and reflective examination of their educational beliefs.
They scrutinize their assumptions, question their preconceptions, and are open to reevaluating
their positions.
3)
“At times looking at me from the outside I would never have guessed I was attending a
course. It was more of an intimate space…to share, to take risks…where we reflected on each
other’s stories and values...and what we could improve in our craft, in our way of using a
general set of strategies. Even when we were talking about Egan, about philosophy...it was
always us being us”
"Personal sense-making" places significant importance on two key aspects: the emotional and
narrative engagement of teachers, often referred to as narrative reflection, (Jay & Johnson,
2002). and the establishment of a secure and inclusive space fostering a sense of belonging
(Gravett & Ajjawi, 2022)
Narrative reflection underscores the value attributed to the emotional and narrative dimensions
of teachers' experiences and understanding. It involves encouraging educators to engage with
their own stories, experiences, and emotions, recognizing that these elements play a vital role
in shaping their teaching practices. By embracing narrative reflection, teachers are prompted
to explore theirnarratives and delve into the emotional aspects of their teaching journey, which,
in turn, enriches their personal sense-making and professional growth.
Belonging pertains to the creation of a safe and supportive environment within the educational
context. It is characterized by a sense of community and mutual respect, where teachers feel a
deep connection and a shared sense of purpose. Establishing a space of belonging is crucial for
nurturing trust, collaboration, and open dialogue among teachers. It enables them to explore
their sense-making within an environment that values their unique perspectives and
experiences, ultimately contributing to their professional development and well-being.
In essence, "personal sense-making" acknowledges the importance of teachers' emotional
engagement and their narratives while simultaneously emphasizing the need for a supportive
and inclusive space that promotes a sense of belonging, all of which are integral to effective
teaching and personal growth within the educational realm.
Educational aims
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The results of the analysis of interviews and participatory observations show various reasons
for the originality and relevance of MeDs in terms of teacher professional development:
1)
“I was not scared…not disappointed by History any longer. I knew I could always find
something human…some dramatic tension or some enlightening metaphor…hidden there,
even behind the “Who-knows-what War”…exactly like when I can teach music, my real
passion. (…) What’s funny is that I slowly found myself reading more and more history books
in bed at night and thinking “yeah this is cool, kids will love it!”
The presence of themes like "Philosophical understanding of the content," "personal
connection to the topic," and "Cognitive tools for interdisciplinarity" underscores the
overarching goal of Imaginative Education (IE) programs. These themes collectively reflect an
educational approach designed to kindle teachers' innate curiosity, ignite their enthusiasm for
cultural enrichment, and spark their passion for research. In doing so, IE programs seek to
foster the development of Content Knowledge and Content Pedagogical Knowledge
(Gudmundsdottir & Shulman, 1987). Within the context of IE programs, the cultivation of a
philosophical understanding of the content is a fundamental aspect. This goes beyond rote
memorization and superficial comprehension. It encourages educators to delve deeply into the
core principles and underlying philosophies that shape the subject matter. This deep dive into
the "why" and "how" of the content instills a sense of intellectual curiosity and encourages
teachers to explore the subject from different angles and perspectives. Moreover, IE programs
emphasize the importance of establishing a personal connection to the subject matter. When
teachers can relate to the content on a personal level, it not only makes learning more engaging
but also allows them to bring their own experiences and insights into their teaching. This
personal connection nurtures a genuine passion for the topic and fuels the desire to
continuously explore and enrich their understanding. Therefore, One of the key objectives of
IE programs is to stimulate a spontaneous and intrinsic desire for cultural enrichment and
research among teachers. Rather than treating learning as a chore, this approach encourages
educators to seek out new knowledge, explore related areas of interest, and engage in
continuous learning. It fosters a culture of ongoing personal and professional development.
2)
“The so-called “content” should be not something arbitrary, scholastic, and cold. Even
remotely, it speaks to you, to each kid, to the group. And maybe you speak back, like in a
conversation…and the topic enriches your personal life, your connection with the social and
natural world…At least this is what I aim todo as an IE educator!”
The training described here is characterized by its practice-oriented nature, where educators
engage in on hands-on, real-world teaching experiences. However, what sets this training apart
is that it takes place within the framework of an overarching philosophical theory of education.
This philosophy compels teachers to link their reflections on classroom practice with a more
profound inquiry into the non-instrumental aspects of their profession and the significance of
their critical judgment regarding the fundamental objectives of education. This approach brings
together practical and philosophical dimensions in a way that enriches and deepens the teaching
profession (Biesta, 2017). The presence of an overarching philosophical theory of education
251
provides a conceptual framework within which teaching and learning are understood. In this
sense, IE is not just a set of abstract principles but a guiding philosophy that informs the
practice of education which involves questions about the nature and purpose of education, the
role of teachers, and the desired outcomes of the educational process. In this educational
approach, reflection is not merely a superficial consideration of teaching practices. It is
intrinsically connected to a deeper inquiry into the non-instrumental aspects of education. This
means teachers are encouraged to explore the meaning and value of their work beyond the
immediate, pragmatic aspects. They delve into questions of purpose, ethics, and the broader
societal impact of education. Teachers are called upon to exercise their critical thinking skills
in evaluating and reevaluating the fundamental aims of education. This empowers them to
make informed decisions and adapt their practices in light of their evolving understanding of
the educational process. In essence, IE emerged as a holistic and reflective approach to teacher
education. It encourages educators to integrate their practical experiences with a profound
philosophical understanding of the teaching profession.
3)
“It’s not that IE is pro-hands-on activities and anti-frontal lessons or things like that. I
think of IE more in terms of context-sensitivity…you need to understand which of these
perspectives is better and when… to enhance your students’ imagination and involve it in a
deep and meaningful understanding of the topic”.
The emergence of themes related to teaching styles promoted by IE (Imaginative Education)
training underscores the program's commitment to fostering a flexible perspective with a strong
emphasis on context sensitivity. This approach challenges and goes beyond entrenched
educational dichotomies. One of the most prominent of these dichotomies is the division
between immediate experiential learning and abstract, theoretical understanding. Rather than
viewing these as mutually exclusive, IE encourages educators to bridge the gap between
experiential and abstract learning. It recognizes that both are valuable and that effective
education often involves a dynamic interplay between them (Fettes, 2011). Moreover, IE aims
to overcome the dichotomy between teacher-centered and student-centered approaches. Rather
than taking a one-sided approach, IE recognizes that both the teacher's expertise and the
student’s active engagement are critical for effective learning. This balanced perspective
encourages a more harmonious and dynamic classroom environment, sensible to the unique
backgrounds, abilities, and learning styles of students, the complexity of the classroom, and
the epistemological features of the curricular topic (Jagla, 1984).
Conclusion
The results obtained thus far do not provide significant evidence to formulate conclusions about
the effectiveness or impact of IE-based training courses on in-service teachers. To reach a point
where we can draw meaningful inferences, it is imperative to proceed with the subsequent
phases of the planned research design. Even in those subsequent phases, however, the data we
will gather will remain qualitative and will be confined to an initial exploratory case study.
This study serves a specific purpose: it is instrumental in assessing the feasibility of integrating
252
an IE-based course into the Italian teacher training system and in collecting preliminary results
that are idiosyncratic to the unique context in which the study is conducted.
Conforming to established research protocols within the domain of teacher professional
development (as I previously cited), the next step will be to regard these data as guiding
elements for embarking on more expansive and diverse research endeavors. Such endeavors
should be undertaken by different research groups operating in a range of educational contexts.
Nonetheless, the description of the educational goals and the structure of IE-based courses that
emerged from the initial exploratory case study conducted in British Columbia is far from
inconsequential. It holds relevance because it outlines an approach to in-service teacher
training that can provide an innovative contribution to the ongoing discourse led by the
academic and scientific community in Europe.
In particular, certain aspects of this approach are noteworthy. First and foremost, it emphasizes
a non-reductionist interpretation of reflective thinking, which aims to nurture and promote this
form of thinking among teachers. This approach recognizes that reflection is a multifaceted
process that goes beyond simple problem-solving, encompassing deeper philosophical and
critical dimensions.
Additionally, this approach underscores the significance of fostering a synergistic and
functional relationship between educational and didactic practices within the classroom
context. It acknowledges that effective teaching and learning require a harmonious connection
between theory and practice, with theory being embedded in meaningful and engaging
classroom activities.
Furthermore, it advocates for the development of a philosophical judgment concerning the aims
and goals of education. This philosophical perspective encourages educators to contemplate
the deeper purpose and moral dimensions of their profession, encouraging them to make
informed and ethically sound decisions in their teaching practice.
Lastly, the approach highlights the importance of recognizing and nurturing the creative,
emotional, and value-related aspects that underpin the teaching profession. It acknowledges
that teaching is not solely a mechanical transmission of information but a deeply human and
multifaceted endeavor that involves inspiring and guiding learners, and it places due emphasis
on the emotional and creative aspects of teaching.
In summary, while the current results may not be definitive, the conceptual framework
emerging from the initial case study in British Columbia presents a promising path for inservice teacher training. It reflects a holistic and forward-thinking approach that can contribute
meaningfully to the ongoing discussions in the European educational community, focusing on
reflective thinking, the integration of theory and practice, philosophical reflection, and the
holistic development of teachers' professional capacities.
253
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3. MENTORING RELATIONSHIP IN PRE-SERVICE TEACHER EDUCATION:
SOCIAL REPRESENTATIONS CONSTRUCTED BY STUDENT TEACHERS
Birutė ANUŽIENĖ,
Klaipedos valstybine kolegija/HEI, Lithuania
email:
[email protected]
Salomėja ŠATIENĖ,
Klaipedos valstybine kolegija/HEI, Lithuania
email:
[email protected]
Abstract
The social representations of the mentoring relationship that student teachers construct during
practicum reveal significant aspects of mentoring facilitating or inhibiting their professional
growth. The present study aims to identify the content, structure, and dynamics of social
representations of mentoring relationships. The participants of the study were student teachers
in preschool and primary pedagogy study programs in Klaipeda, Lithuania. The research
methods included the free associations method with the control group (n=20), and a structured
interview, and an experiment with the experimental group (n=48). The findings of the research
allowed identification and verification of the contents and structure of mentoring relationship
representations – the central core and peripheral elements. The social representations of the
mentoring relationship in pre-service teacher practicum included respect, support, cooperation,
student’s personal development, empathy, mentor’s time devoted to the student, politeness,
dealing with stress, student’s lack of confidence, mentor’s high expectations, differences of
opinion and dealing with the feeling of burden. Respect and support were identified as central
elements of social representation, while cooperation and student’s personal development were
identified as peripheral elements. The experiment shows that the new information reinforced
by the paradigm of persuasion may change the meaning of the element and further lead to the
change in the student teachers’ representation of the mentoring relationship. This study may
provide some useful insight into the design of a more relevant preservice teacher practicum,
and mentor professional development taking into consideration the perspective of mentoring
relationship.
Keywords: social representations, mentoring relationship, preservice teacher education
DOI: 10.21862/atee.2023.19
Introduction
The potential of analysis of social representations is becoming of increasing interest among
representatives of various fields of science. This is because social representations make it
possible to evaluate and compare different individuals’ perceptions of various objects in
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everyday life. The analysis of social representations also emphasizes a common vision of a
certain social group and existing intergroup differences in the perception of reality, subject to
professional occupation, social interaction, or personal identity.
The scope of discourse was greatly enlarged by the revived idea of the interpretation of a
collective phenomenon, or, in other words, the “resurrection” of Durkheim’s (1898) legacy, as
well as by Moscovici’s (1961) contribution to the theoretical fundamentals of social
representations. According to Moscovici (2008), social representations both allow individuals
to take a desired social position about a particular object and provide members of a social group
with a common concept of attitudes, values and beliefs. The latter, in turn, produces positive
interpersonal communication and, thus, social interaction. However, it should be noted that in
databases, there prevails scientific literature on the conceptualization of social representations,
and analysis of a content, structure, and methods thereof (Abric, 2003; 2005; Duveen, 2001;
Flament, 2001; Lo Monaco, Piermatteo, Rateau & Tavani, 2017; Losada, 2014; Moliner, 2015;
Tafani & Bellon, 2001; Tafani & Souchet, 2001) rather than on the application of the analysis
in various walks of life of public figures.
In the field of education, there are a variety of aspects of social representations and contexts
thereof analyzed from the teacher's perspective including teachers’ representations of
competency development (Almeida et al., 2019; Mazilescu et al., 2010), and formation
(Gonzalez, 2020), teachers’ professionalism (Silva et al., 2014), professional identity and
activity (Gebran & Trevizan 2018), inclusion of children with special needs (Linton et al.,
2015). However, not much of the published research are looking into the student’s perspective
of learning and teaching (Cadavid-Munera, 2022; Costa & Cotta, 2014; Martikainen, 2019).
There are some studies of social representations of teacher education issues, including the
construction of student teachers’ professional identities (Pelini, 2011), teachers’
representations of affectivity, and teacher training (Camargo, 2017). However, the review of
educational research literature shows a lack of studies on social representations constructed by
student teachers in general, and on the issues of mentoring in particular. The relevance of this
approach may be established through exploring how student teachers construct their social
representations of mentoring which both affect and are affected by mentoring interactions.
Mentoring as an essential attribute of practicum in preservice teacher education is associated
with cultivating a relationship between two teachers, in which a more experienced teacher
(mentor) communicates their expertise to a less experienced student teacher (mentee) to assist
their professional and personal growth (Hudson, 2016) by providing guidance and support
(Clifford, 1999), by being collaborative and coaching partners (Badia & Clarke, 2022; Dani, et
al., 2021) or performing as reflective models (Sandvik et al., 2019). The analysis of social
representations may increase understanding of different aspects of teacher education and help
improve teacher education practice. However, it should be borne in mind that knowledge of
social psychology or education alone is not sufficient for the analysis of social representations.
Only a multidisciplinary, multi-methodological approach to the objects of analysis of social
representations will allow a better understanding of the factors that determine the social
interaction of actors and participants in the field of teacher education, their behaviors,
practicum, institutional policies, professionalization opportunities, and sustainability.
However, the literature review shows that there are no studies on the analysis of social
representations of mentoring relationships in pre-service teacher education in Lithuania. This
has presumed the scientific problem of this study: what is the content, structure, and dynamics
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of social representations of mentoring relationships constructed by student teachers? The
present study aims to answer the following research questions: What are the social
representations of the mentoring relationship of student teachers in pre-service teacher
education? What makes central and peripheral elements of representations of the mentoring
relationship constructed by the study participants – pre-service student teachers? What are the
dynamics of the social representations under the influence of the source of information?
The analysis of the social representations that student teachers construct may aid in
understanding of the significance student teachers attribute to relational aspects of mentoring
as conditions facilitating or inhibiting their pursuit of professionalism. From the social
representation theory point of view, this study aims to explore students’ understanding of
mentoring through their associations and trace the core notions influencing their conceptions
of mentoring.
The study is based on the following methodological approaches, which serve as theoretical
background:
the socio-constructivist approach maintains that there is no objective
reality that exists independently of individual knowledge (Raskin, 2002). Learning
occurs when the learners actively construct their understanding through interaction,
as individuals do not discover reality but create it. Reality is interactive, and there
is a reciprocity and structural relationship between the observer and the object;
Theory of Social Representations (Moscovici, 1969, 2008) and
psychosocial approach to social representations, as they are a system of knowledge,
values, concepts and practices with a dual purpose: first, to introduce procedures
that allow individuals to orientate and dominate in the social, material environment,
secondly, to ensure the communication of community members by providing them
with a unified code for naming and classification of the surrounding reality, and the
personal or collective history (Moscovici, 2008);
The Central Core Theory (Abric, 1993, 1996) of social representation
with the structural approach to analysis. Jean-Claude Abric describes the concept
of social representation as a product and process of mental activity in which an
individual or a group recreates a meaningful, obvious reality for them. Thus, social
representations are an organized set of opinions, attitudes, beliefs information about
an object or situation. Abric (1993, 1996) argues that social representation is formed
of central elements associated with a “notional framework” (Moliner & Martos,
2005) and peripheral elements allowing adaptation to context change.
The theoretical novelty and practical significance of this research is that the analysis of social
representations helps to understand and evaluate the impact of the latter on communication,
becoming a professional, integrating into the world of work, field, team, constructing
professional identity, improving institutions, actors, studies, and expanding knowledge. The
analysis of social representations in research ensures the links between ideas and facts,
intentions and practical activities, and opens opportunities to study the dimensions of a lowprofile, analyzed phenomenon with the psychological, and social conditions that formed the
object or phenomenon. One of the main reasons for the relevance and practical benefits of the
analysis of social representations is that it is significant for all of us to know what we rely on
in our relationships with the environment, the world, and other people, what we base our
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professional behavior, relationships or professional identity on. In this way, representations
acquire an explanatory value of empirically observable facts or statistics, which can be
practically applied to the analysis and improvement of social interaction, communication,
interpersonal relationships, social behavior, social sustainability, and other phenomena of
actors.
Methods
The following methods have been applied in the study: the free associations test and
hierarchical sorting technique with the control group for collecting data necessary to identify
the content of social representations and a questionnaire for identifying the central core and
peripheral elements of representations; an interview with the experimental group for
verification of the selected elements of social representations; and an experiment in creating
different interview conditions with a dependent variable and an independent source credibility
variable aiming to show the dynamics of social representations based on the Elaboration
Likelihood Model (ELM) (Petty & Cacioppo,1998).
Research assumptions. During the research, the independent research variable - high/low
credibility of the information source - was outlined. It is a classical variable of research based
on a persuasive paradigm (Rouquette & Rateau, 2009). The main elements of the central core
and peripheral system - in this study, in the case of analysis of the structure of representations
of mentoring relationships constructed by student teachers, the 1st to 4th semantic units
(associations) become the second independent research variable. The dependent variables of
the study were the answers of control group participants to the question: What does the
relationship with the mentor during the practicum mean to you? aiming to identify the content
of mentoring relationship representations by student teachers. It was assumed that in repeated
measures research with experimental groups, changes in social representation (dynamics) are
possible after the participants of the research were provided with some information from
credible sources after the semantic units (associations) had been formulated in a negative form
(using inversion). In addition, the survey was based on the assumption that any social
representations can be recognized by individuals in a specific situation. If no other information
refutes the initial situation hypothesis, it is likely that the individual will recognize the object
of representation, and will be able to analyze it, interact, and communicate. On the other hand,
if the new information contradicts the initial hypothesis or raises some doubts, the individual's
perception of the object of social representation will change, as they will choose the most
suitable option based on the new information.
Research instrument. The compilation of the semantic units (n = 12) presented in the research
instrument for the control group is based on the information collected by the free association
method and is based on the credibility of the source. The grounding of semantic units during
the experiment is based on official documents or a credible study, a scientific source, and not
just the opinion of any small group. The research instrument for experimental groups is
constructed based on double negation (whose expression ¬¬p ↔ p is correct in all cases). The
semantic units for the experimental groups were formulated using inversion (negative form,
first denial) and presented to the participants, who were asked to mark the most appropriate
answer on a six-point scale (where 6 = “completely agree”; 5 = “agree”; 4 = “rather agree”; 3
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= “rather disagree”, 2 = “disagree”, 1 = “completely disagree”). Later, in the case of repeated
measures research after two months, aiming to evaluate the dynamics of social representations,
a research instrument is presented, where the semantic units - central and peripheral elements
of social representations are formulated in a positive form (without inversion).
When analyzing the research results obtained by applying the research instrument and
collecting data and considering the answers of the research participants, a double denial of the
semantic unit – the created association may / may not occur if inversion has been applied. After
receiving the most negative answers to the given negative semantic unit, it can be stated that
this element of social representation is the main one for the study participants because the
principle of double denial has been confirmed. Such a semantic unit (association) then becomes
an element of the central core of representation. Significantly, most participants of the
experimental groups (≥ 75%) do not agree with the negative semantic unit or agree with the
positive semantic unit (the control group and the repeated measures research group). Only then
the semantic unit become the main element of the central core of social representation (Moliner,
Rateau & Cohen-Scali, 2002). If a negative semantic unit is not accepted or a positive semantic
unit is accepted by less than 75%, the latter becomes a peripheral element of representation.
The 75 percent majority has been chosen to secure the decision threshold (Lo Monaco et al.,
2017, p.319). Such research tools for determining the central core and peripheral elements of
the object of social representation were approved and verified by other studies conducted at
Klaipėda University (Jatkauskienė, Norkienė, Nugaras, & Norkutė-Macijauskė, 2019). The
research was carried out in stages (see Fig.1).
Stage 1: February, 2023
1.
Control group (n=20): free association and hierarchical sorting
1.2. Control group (n=20): questionnaire
Identification of the central core and peripheral elements of the social representation system
1.3. Experimental groups (n=48): interview
1.4. Experimental groups (n=48): experiment
Stage 2: May, 2023
2. Experimental groups (n=48): survey
Determining the dynamics of social representations
Figure 1. Research process and stages
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The research started with the 1st stage in February 2023: 1.1. In the control group (n = 20), the
free association and hierarchical sorting technique was applied to collect the data needed to
determine the content of the social representation of the object of mentoring relationship in
pre-service teacher practicum. The question for research participants: What does the
relationship with the mentor during the practicum mean to you? 1.2. After determining the
content of the object of social representation, the control group was given a questionnaire (n =
20), in which the semantic units were formulated in a positive form (without inversion), asking
to evaluate each presented semantic unit (association) on a six-point scale from “absolutely
important” to “absolutely unimportant”; The questionnaire survey data were analyzed, and the
central and peripheral elements were identified; 1.3. Interviews with the participants of the
experimental groups were based on the results of the survey (i.e., the identified key elements
of the central and peripheral structure of representations). The aim of the interviews, which
were conducted with each group separately, was to verify the data obtained during the control
group survey by presenting the experiment group participants with the main elements of central
and peripheral systems identified by the control group. Four experimental groups consisting of
12 participants each (n = 48) were presented 4 semantic units (with inversion) orally, based on
the 4 main elements of social representations including 2 central core and 2 peripheral elements
identified during the control group survey. During the interviews, the participants were asked
to evaluate the presented semantic units (associations), and the results of the interviews were
summarized. 1.4. The experiment. Having summarized the results, the persuasion stage begins
immediately. However, the participants are not informed that an experiment is taking place.
Different interview conditions are used with the 4 experimental groups, i.e., different
representation elements (dependent variable and independent variable of information source
credibility): 1. Group (a) (n = 12) - high credibility of the information source of the central
element of the representation; 2. Group (b) (n = 12) - low credibility of the information source
of the central element of representation 3. Group (c) (n = 12) - high credibility of the
information source of the peripheral element of representation 4. Group (d) (n = 12) - low
credibility of the information source of the peripheral element of representation. The
participants were told that the researchers wanted to share some available information on
mentoring relationships in pre-service teacher practicum. Thus groups (a) and (c) were given
quotes and excerpts taken from official documents or other credible sources of information on
the subject of one or another semantic unit, and groups (b) and (d) were provided with citations
and excerpts from low credibility sources of information, which were even contradicting to the
semantic unit. The participants were able to discuss the information with other members of the
group. At this point, the experiment was concluded.
Stage 2 began in May 2023. The repeated measures research was carried out with experimental
groups (n = 48) using a survey according to the same semantic units including two central core
and two peripheral elements. This time the statement for evaluation was formulated without
inversion. The results obtained from the experimental groups at the 1st and the 2nd stages were
compared and analyzed to determine the dynamics of social representations. The conclusions
of the research were formulated of based on the research findings.
The study participants were selected based on criterion-based selection: student teachers who
have had some experience with mentoring during practicum in pre-service teacher education.
In the present study, the participants were student teachers in preschool and primary pedagogy
study programs in Klaipeda, Lithuania.
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The study participants were divided into 5 groups: 1 control group (n = 20) and 4 experimental
groups of 12 study participants (n = 48). The control group was formed to determine the content
of the object of representation and to identify the structure of the representation – the elements
of central core and peripheral systems. The fact that a group of participants with the same status
and identity as pre-service student teachers participated in the study is considered to be an
advantage of this study. One of the advantages of research is the application of the free
association technique, which allows the emergence of hidden, latent elements that can be
camouflaged during the conversation, facilitates the interpretation of terms by each participant
according to the nature of their thinking, allows access to the image of the representation core,
and reduces some of the disadvantages of conversation. According to Flament et al. (2003, p.
58), it can be argued that the principle of all associative methods and procedures is intended to
establish the relationship between the basic semantic unit and association. Generally, the basic
semantic unit takes the form of a word, short phrase, or expression. However, the application
of the free association technique also has certain drawbacks, namely it is quite difficult to
choose the keyword for the association, as this selection determines the quality of data. It is not
possible to find out the nature of the relations between the associations chosen by the
participant, and it is difficult to interpret the selected associations due to the absence of
semantic context.
Research ethics. Written consent of all participants to participate in the study was obtained.
The study adopted the following ethical principles:
the principle of voluntariness. All participants took part in the study
voluntarily, and freely. The subjects were informed about the purpose of the study,
its course, planned duration, their rights to terminate the survey at any time, to
refrain from answering particular questions, to manage the amount of information
they want to share;
the principle of providing information on ethical issues. The participants
were explained how their anonymity and confidentiality would be ensured,
provided with information on when and how they would find out the results of the
study, and researchers’ contact information;
the principle of confidentiality. Study participants were assured that the
information obtained during the study would be used only for the study and only by
the researchers. Confidentiality of information was ensured throughout the analysis
and publishing of research material;
the principle of anonymity of subjects. To ensure this principle, the
information about the participants was presented in a way that did not reveal their
identities.
Results
Structure of social representation of mentoring relationship in pre-service teacher
practicum
The content of representations was collected using the free association technique (Lo Monaco
et al., 2017). The participants of the control group (n = 20) were asked to answer the question
What does the relationship with the mentor during the practicum mean to you? and without
264
much thought to write down the associations that first come to mind, and then order the
associations from the most to the least important (Lo Monaco et al., 2017). The number of
associations was limited to four. In the verbal associations analysis, thematic grouping of close
terms is carried out according to their semantic proximity (Lo Monaco et al., 2017, p.312) –
identification of thematic categories. After evaluating the frequency of the first three
associations received (n = 80), the content of the social representation of mentoring
relationships in pre-service teacher practicum, which consisted of 12 associations most
frequently occurring in their answers, was determined. Central core elements are identified
considering the frequency and average importance in hierarchical evocations (Verges, 1994, as
referred to by Lo Monaco et al., 2017) – combining both average rank of importance and
average rank of appearance. The results acquired using hierarchical evocations need to be
followed by a test of centrality (Lo Monaco et al., 2017). The questionnaire allows us to obtain
an average mean for the items tested and disclose the relationships between the items in the
representational field (Lo Monaco et al., 2017). Some researchers (Valence, 2010) use several
hierarchical sorting indicators to classify the responses of study participants according to their
frequency and rank. In the case of this study, the associations formed by the participants of the
control group (n = 20) should be considered semantic units, therefore, for hierarchical sorting,
they were asked to answer the main question: Do you believe these aspects are important in
the mentoring relationship between student teachers and their mentors during practicum?
Each semantic unit (association) was rated on a six-point scale. Table 1 presents the results of
the control group (n = 20) questionnaire survey:
Table 1. Frequency and percentage of estimates of mentoring relationship representation
elements by the control group (n = 20)
6
5
4
3
2
1
Semantic unit
Very
Important Rather
Rather
Unimportant Completely
(association)/Freque important
important unimporta
unimportant
ncy and percentage
nt
than
important
1 Respect
20
(100 0
0
0
0
0
%)
2 Support
16 (80 %) 4 (20 %) 0
0
0
0
3 Cooperation
12 (60 %) 2 (10 %) 6 (30%)
4 Student’s personal
development
5 Mentor’s empathy
0
0
10 (50 %) 4 (20 %) 5 (25 %) 1(5 %)
0
0
10 (50 %) 4 (20 %) 4 (20 %) 2(10 %)
0
0
6 Mentor’s time
devoted to student
7 Politeness
10 (50 %) 4 (20 %) 4 (20 %) 2 (10 %)
0
0
7 (35 %)
5 (25 %) 5 (25 %) 2(10 %)
0
0
8 Experiencing
tension, stress
7(35 %)
5 (25 %) 2 (10 %) 2(10 %)
3(15 %)
1(5 %)
265
0
9 Student’s lack
of 3(15 %)
confidence, fear
10 Mentor’s
high 1(5 %)
expectations
11 Differences
of 2(10 %)
opinion
12 Feeling oneself a 4(20 %)
burden
9 (45 %) 4(20 %)
1(5 %)
2(10 %)
1(5 %)
8(40 %) 7 (35 %) 4 (20 %)
0
0
3(15 %) 10(50 %) 3(15 %)
0
2(10 %)
5(25 %) 3(15 %)
3(15 %)
2(10 %)
3(15 %)
The data show those semantic units (associations) that collected the most estimates (very
important and important). As already mentioned, if a qualified majority (Wagner, 1994) of the
study participants (≥75%) (Lo Monaco et al., 2017) choose a positive response to a positive
semantic unit without inversion or respond negatively to a negative semantic unit formulated
by inversion, these semantic units (associations) become main elements of the central core of
social representation (Moliner, Rateau & Cohen-Scali, 2002). The semantic units that collected
less than 75 percent positive estimates became elements of the peripheral system. This
threshold decision was made following the principle that the core as a highly stable part of
representation is “shared by virtually all members of the group that created the representation”
(Moliner & Tafani, 1997, p.689), whereas peripheral elements depend on the context and are
subject to variations.
Based on the data obtained with the control group, it was found that the following semantic
units (associations) should be considered the central core of social representation of mentoring
relationships in pre-service teacher practicum: 1. Semantic unit (association): “Respect” – a
very important element - 100%, 2. “Support” is a very important element - 80%, important 20%. The first two items became the main elements of the central core, as their estimates (very
important and important) significantly exceeded the expected estimate threshold (≥75%). The
other two semantic units with the highest estimates were considered to be elements of the
peripheral system of representation of social representation of mentoring relationships in preservice teacher practicum: 3. Semantic unit (association): “Cooperation” – a very important
element - 60%, important - 10 percent; 4. Semantic unit (association): “Student’s personal
development” - a very important element - 50%, important - 20%. The aforementioned
elements were identified as main elements of the peripheral system, as their estimates (very
important and important), although not reaching the limit (≥75%), still exceeded the estimates
of other elements of the peripheral system.
Verification of the structure of social representation of a mentoring relationship in
preservice teacher education constructed by student teachers.
The experimental groups (n = 48) were interviewed each group (n = 12) separately about the
semantic units/associations generated by the control group and asked to evaluate them on a sixpoint scale expressing agreement/disagreement to a statement that was formulated in a negative
form (with inversion).
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Table 2. Verification of the structure of social representation of experimental groups (n = 48).
6
5
4
3
2
1
Semantic unit
Completely Agree Rather
Rather
Disagree Completely
agree
agree than disagree than
disagree
disagree agree
1.Respect is not essential to the
relationship between the student
teacher and their mentor-teacher
(central core element) (Group a:
n=12)
2. Support is not essential to the
8,33 %
58,33 % 33,33 %
relationship between the student
teacher and their mentor-teacher
(central core element) (Group b:
n=12)
3. Mutual cooperation is not
8,33 %
16,67 %
33,33 % 41,67 %
essential to the relationship
between the student teacher and
their mentor-teacher (peripheral
system element) (Group c: n=12)
4. Student’s personal development
8,33 %
8,33 %
25%
50 %
is not essential to the relationship
between the student teacher and
their mentor-teacher (peripheral
system element) (Group d: n=12)
The interview data presented in the table show that the principle of double denial occurred
when verifying the central and peripheral elements of social representation generated by the
control group. Therefore, it can be stated that the study participants confirmed the main
elements of the central and peripheral representation system distinguished from the control
group because there is expressed disagreement with the given semantic units (associations): 1.
Respect is not important to the communication and relationship between the student teacher
and their mentor-teacher – “completely disagree” (100%); 2. Support is not important to the
communication and relationship between the student teacher and their mentor-teacher –
“completely disagree” (25%); “disagree” (58.33%); 3. Mutual cooperation is not important to
the communication and relationship between the student teacher and their mentor-teacher –
“completely disagree” (66.67%), “disagree” (33.33%); 4. Student’s personal development is
not important to the communication and relationship between the student teacher and their
mentor-teacher – “completely disagree” (58.33%); “disagree” (41.67%).
Results of repeated measures research after the experiment
The experimental groups were formed, as already mentioned, on the basis of different interview
conditions, i.e., different representation element - dependent variable - elements of central or
peripheral system and independent information source reliability variable: 1. Group (a) (n =
267
10
12) - high reliability of information source of central representation element; 2. Group (b) (n =
12) - low reliability of the information source of the central element of the representation; 3.
Group (c) (n = 12) - high reliability of the information source of the peripheral element of the
representation; 4. Group (d) (n = 12) - low reliability of the information of the peripheral
element of the representation. The research participants were informed that the researchers
wished to share available information on mentoring relationship in pre-service teacher
practicum, which was the purpose of the meeting, so that groups (a) and (c) were given quotes,
excerpts from official documents, and other credible sources of information relevant to the
topic of the central or peripheral element respectively. Meanwhile, groups (b) and (d) were
given quotations, and excerpts from unreliable sources of information sometimes providing
information which went against the subjects’ opinions of the association created. During a
discussion which followed, the participants responded to the sources of information provided
with new arguments in different ways. It was possible to observe a certain disturbance,
dissatisfaction, and doubt. Some of them accepted and only confirmed their opinion, whereas
others contradicted the information of the sources. It can be argued that the information
provided had one or another effect on the subjects’ opinions. Some participants asked if there
was an opportunity to change their previous estimates. The researchers said it was not possible.
The discussion ended with a thank you for active participation.
During the second stage of the study, a survey was conducted a few months later to find out
whether the dynamics of social representation of mentoring relationships in pre-service teacher
practicum took place, with different interview conditions and time for reflection. Therefore, in
May 2023, the four experimental groups (n=48) were provided with the same semantic units
(associations) formulated without inversion for evaluation on a six-point scale. During the
second survey, it was assumed that (in our case, after two months) the study participants may
have forgotten the name of the source of information they relied on, or its reliability in assessing
the semantic unit because they would remember the study organizer and the emotions caused
by the information. Perhaps the reliability of the source decreased, but doubts remained about
the previous answers to the questions, giving another opportunity to assess the semantic unit
(association) independently and more carefully.
The results obtained through answers to the main question (Do you believe that these elements
of the social representation of a mentoring relationship in pre-service teacher practicum are
important?) and evaluation of the semantic unit on a six-point scale are presented in Table 3.
Table 3. Structure of Representation of Social Interactions in Experimental Groups (n = 48)
and Its Dynamics: Percentage Expression of Repeated Measures Research Results
6
5
4
3
2
1
Element of the social Completely Agree
Rather
Rather Disagree Completely
representation
of
the agree
agree than disagree
disagree
mentoring relationship
disagree than
agree
Group (a): Respect (central
core element + high 83,33 % 8,33 %
8,33 %
credibility of information
source
268
Group (b): Support (central
core
element
+
low 33,33 %
credibility of information
source
Group (c): Cooperation
(peripheral system element + 50 %
high
credibility
of
information source
Group
(d):
Student’s
personal
development 25 %
(peripheral system element +
low
credibility
of
information source
41,67 % 25 %
33,33 %
50 %
16,67 %
8,33 %
16,67 %
Based on the results of the study, it can be stated that in group (a), with high reliability of the
information source of the central element of representation, the dynamics of social
representation are observed insignificantly. Verifying the results of the control group, 100%
was obtained (“completely disagree” in the case of inversion). In the experimental group (a),
the evaluation (“completely agree”) decreased to 83.33 percent in the repeated measures
research. However, it should be emphasized that the central element of the social
representation, though changed, remained the central core, as the answers “completely agree”
and “agree” are more than 75%.
With low reliability of the information source of the central element of representation (group
b), the repeated measures research shows low dynamics of social representation (“completely
agree” - 33.33% and “agree” – 41,67%), and when verifying the results of the control group
“completely disagree” – 33,33%, “disagree” - 58,33 % in the case of inversion. Thus, in this
experimental group (b), “Support” remains a central element of the social representation of
mentoring relationships in pre-service teacher practicum, and its dynamics are minimal.
In the case of this study, it is assumed that when the central system of social representation is
questioned, the defense mechanism of the system described by Flament and colleagues
(Flament, 2001; Flament, Guimelli & Abric, 2006) is triggered. This means that in the absence
of a sudden and brutal change in the central system of representation, the representation itself
will not change. Consequently, student teachers will continue to believe that respect and
support are among the most significant central elements in the representation of mentoring
relationships in pre-service teacher practicum.
The results of the experimental group (c) are somewhat different - after applying a credible
source of information, the semantic unit “Cooperation”, which before the repeated measures
research was considered a peripheral element of representation, became central, as it collected
88.33% of the answers “absolutely agree” and “agree”. The difference from the result of the
first survey when 75% completely disagreed or agreed with this semantic unit when inversion
was applied is quite significant. Consequently, not only the dynamics of social representation
are observed, but also changes in its elements. The presented credible sources of information
influenced the change of the element, and thus the dynamics of the peripheral element of social
representation is observed.
In the experimental group (d), after applying a low credibility source of information, the
semantic unit “Student’s personal development” remained as a peripheral element of the
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representation, although some dynamics are observed. The result of complete agreement with
the statement of 25 % during the survey showed a shift from 50%, which was obtained by
verifying the control group data and applying inversion. However, this was generally balanced
by an opposite shift in the “agree”/ “disagree” with inversion from 25 % to 50%.
Discussion
Social actors’ representations are a mental construct that reflects interrelationships and links
between situations. Social representations have a dual role: they make the visual images
recognizable and the invisible–visible perceptible and comprehensible (Moscovici, 2008).
Unrecognizable, incomprehensible aspects cannot belong to any of the categorized, species, or
groups. This approach may be relevant to student teachers establishing relationships with the
mentors during their pre-service practicum. Student teachers may resort to social
representations to refine and integrate visualizations into perceptions of the mentoring
relationship, in conceptualizing, and constructing interpersonal relationships and social
sustainability of practicum activities.
Abric (2005) highlighted and described elements of four categories of social representations:
1) cognitive elements, which allow an individual to understand and explain reality, to define a
common system of core values for all members of the group maintaining inter-group
communication. Representations allow an individual to integrate knowledge into the
environment of knowledge he understands, to classify things new to the individual's cognitive
world, and, thus, to reduce the number of abstract aspects. Representations form the foundation
of social communication of individuals, which is only subject to the availability of
representations; 2) behavioral orientation: the purpose of representations is to influence another
individual and the world. Using available representations, which make sense of the object, an
individual orients his/her behavior, and attitudes. Respectively, representations organize all
social behaviors and communications and determine the preferred behavior: “The one who
breaks or weakens ties with the center of the group will become repulsive. The one who finds
himself on the fringes of the center of the group will become aesthetically intolerable”
(Maffesoli, 2002, p. 251). In addition, representations perform the function of anticipation of
social relations. Interpersonal relationships are constructed when individuals meet each other
to act, create, do, or produce something. This creates an entire system of attitudes, and
expectations, the so-called pre-decoding system of reality, as it provides for a totality of
anticipation of expectations (Abric, 2003). Once group members agree on a common vision of
reality, it guides their day-to-day activities and communication. If group members fail to share
a vision, this may give rise to conflict among them.
If we take a closer look at the significance of social representations for social interaction, we
might explain in more detail what determines our communication. Individuals come together
for a joint activity, a project which usually means that they have a common vision of the
activity, social representations, and commitments to reach the goal. Consequently, any actor,
teacher or student, police officer or citizen, physician or patient creates their own social
representations which they use when they speak, influences, interact, evaluates, think, seeks
one or another form of social behaviour. The analysis of social representations in any field of
professional activity requires specific research methodologies. In their purely mediating
functions, social representations combine different codes and are inseparable from the language
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that becomes the space where they are expressed and are understood by other individuals. The
real "memory" of social representations is written language. The incomprehensible meaning of
words, through written language or other means of communication, highlights one's own and
other individuals' social representations. Language and communication penetrate the social
context of the creation and consumption of representations. The aim of each methodology for
the analysis of social representations is to combine representations, language, practical
activities, and values, therefore the methods and techniques of qualitative analysis are most
often used.
Social representations, as a form of environmental knowledge, have many complex links to
identity and form systems of interaction with the social world (Moliner, Rateau, & CohenScali, 2002). They ensure the regulation of intergroup relations, impact the construction or
reconstruction of social identity, and allow the assessment of the social environment and the
explanation of social behavior (Moloney, 2010). Social representations and their dynamics are
systems of interpretation and understanding collective social environment. Therefore, they are
related to identity dynamics, as identity is constructed and transformed during a person’s
cognitive participation in their different environments. Consequently, in the case of the
professionalization of student teachers and their mentors, the social sustainability of the
organization, it is worth understanding and evaluating the impact of social representations on
communication, becoming a professional actor, integration into the world of professional
activity, field, team, construction of professional identity. Among other things, social
sustainability is maintained not only by new ideas, but also by the perception and
implementation of social practices (Castro, & Michel-Guillou, 2010; Jodelet, 2006).
As a system of central and peripheral elements, social representations help to establish social
interrelationships using values and practices. Social relationships are the interdependence of
people that arises from conscious or unconscious, inevitable or accidental, organized or
spontaneous social relationships and social interactions. Elements of the peripheral system
reveal more individual dimensions of social interaction representation (Abric, 2011), therefore
the peripheral system of social representations (in this study “Mutual cooperation” and
“Student’s personal development”), and especially its dynamics helps to adapt to everyday
environmental changes and change social behaviors of individuals. Social representation is a
sufficiently dynamic configuration that can absorb new information into what is already
available, and therefore some dynamics of representations are possible. New information that
has changed the meaning of the peripheral element may change the social representation itself
over time, as was the case in our study – “Cooperation” from the peripheral element became
the central element of social representation. The presented reliable sources of information
influenced the change of the element determining the dynamics of the peripheral element of
social representation. Peripheral elements are not all equally important. This study focuses on
those peripheral elements of social representation that have received the most attention from
study participants employing the principle of double denial, but not so much that they have
become central elements of the system, i.e., qualitative characteristics. Thus, peripheral
elements that have received the most attention can influence individuals' attitudes, beliefs, and
social behaviors. Social behavior is basically a response to what is acceptable and unacceptable
in a specific culture. Social behavior determines how individuals or certain social groups
interact and is often used to create an appropriate social environment that also influences social
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behavior. Social behavior is determined by social relations, social relations, social norms,
prevailing attitudes, values, etc.
Information obtained from a credible source that casts doubt on the peripheral element results
in the transformation of the representation itself, as would be the case if the central core element
were questioned. If a peripheral system of social representation helps a person to adapt to
everyday changes in the environment and is closely related to the social activities of
individuals, such a conclusion could be relevant to actors seeking to change their limited
approach to social interactions between student teachers and mentors when the latter is
understood only as communication or mutual understanding.
Assessment and the fact that representations have numerous ties that connect everyone with
others, with themselves, and with the surrounding environment, allows for explaining in more
detail how a person becomes a social actor responsible for one’s professional development.
The results of this study can be beneficial for enhancing pre-service student practicum so that
to better understand the essence of the practical teacher training, social interaction, student
teachers’ and mentors’ role, and professional behavior to form positive attitudes to showing
respect, giving support, fostering cooperation, and student’s personal development. This
research, therefore, should be continued with other samples from the field of pre-service
teacher education, and involve an analysis of structures of social representations and dynamics
thereof.
Conclusion
The study shows that the representation of mentoring relationships in pre-service teacher
practicum, related to research participants, consists of the following elements: 1. Respect; 2.
Support; 3. Cooperation; 4. Student’s personal development; 5. Empathy; 6. Mentor’s time
devoted to student; 7. Politeness; 8. Dealing with tension, and stress; 9. Student’s lack of
confidence; 10. Mentor’s high expectations; 11. Differences of opinion; 12. Dealing with the
feeling of burden.
In response to the second problem question of the study, i.e., what makes central and peripheral
elements of representations of the study participants’ - student teachers in pre-service teacher
practicum relationship with their mentors, Respect, and Support were identified as central
elements of social representation, while cooperation and Student’s personal development were
identified as peripheral elements of representation. Elements of the central and peripheral
systems of social interaction representation of mentoring relationships in pre-service teacher
practicum were identified and verified by involving experimental groups, through inversion.
The structure of social representation of mentoring as highlighted by the control group was
validated by the experimental groups. The repeated survey showed that the variable of source
credibility may determine the structure and dynamics of social representation. Therefore,
cooperation became a central element in the representation of mentoring relationships in preservice teacher practicum. Other alterations in the social representation structure, though, not
so pronounced, were also observed.
This demonstrates that the potential dynamics of representation elements of mentoring
relationships in pre-service teacher practicum depend on the credible source of information and
a persuasion paradigm applied. The representation dynamics became more intense when
participants of the study were provided with information from credible sources. Thus, any new
272
information, reinforced by a persuasion paradigm, may change the essence of an element, and
then, after a certain time, the representation of social interaction may also change.
The results of the research may induce social interactions, research, and development in preservice teacher education and teacher and student activities in practicum adopting an
environmentally friendly approach, and may provide some useful insight into the design of
more relevant preservice teacher practicum, and mentor professional development taking into
consideration the perspective of the mentoring relationship.
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4. ONLINE TRAINING AND SHARING OF BEST PRACTICES: AN INNOVATION
NETWORK FOR THE ACCOMPANIMENT AND PROFESSIONAL DEVELOPMENT OF
ITALIAN TEACHERS DURING COVID-19
Andrea NARDIa* Elisabetta, MUGHINIb. and Francesca PESTELLINIC
National Institute For Documentation, Innovation And Educational Research (INDIRE), Florence, Italy;
National Institute For Documentation, Innovation And Educational Research (INDIRE), Florence, Italy;
c
National Institute For Documentation, Innovation And Educational Research (INDIRE), Florence, Italy.
a
b
*corresponding author Andrea Nardi,
[email protected]
Abstract
The COVID-19 emergency represented a time of crisis for education, particularly in
those countries where schools had not had a well-established experience in distance
learning, including Italy.
With the aim of providing support to the educational community during the pandemic,
a cycle of 41 webinars was organized, focusing on a series of core themes of
educational innovation. The initiative was based on mentoring, exchange and reflective
transfer of knowledge and fits into the actions put in place by Avanguardie educative –
a schools network, which counts today almost 1500 schools, to respond to the global
turn to remote teaching.
The participants were given a satisfaction questionnaire at the end of each webinar and
a follow-up questionnaire at the end of the cycle. The survey made it possible to
investigate emerging needs in training and professional development of this
‘professional learning community’. The investigation on learning needs was followed
by an analysis of the initiative’s usefulness in relation to coaching and professional
development of the attendees. More than 3180 participants answered the satisfaction
questionnaire while the follow-up questionnaire obtained n. 1068 responses.
The survey results show an excellent appreciation of the overall training proposal,
pointing out its efficacy as a coaching/professional development tool. The value of the
proposed training offer in view of professional development is also confirmed by the
high networking rate promoted by the initiative.
The results of this study prompt further investigation into the dynamics of exchange
and professional development mediated by webinar technology.
Keywords: Covid-19; learning networks; professional learning community;
professional development; teacher training
DOI: 10.21862/atee.2023.20
Introduction
The school years 2019/20 and 2020/21 marked a period of profound crisis for Italian schools:
the health emergency led to a situation of great uncertainty, forcing the schools to operate in a
context of unprecedented challenges and ongoing evolution. The suspension of face-to-face
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teaching activities and the introduction of distance learning have indeed brought out some new
difficulties, but at the same time they have generated valuable opportunities for the rethinking,
renewal and experimentation of teaching and organisational practices (Carretero Gomez et al.,
2021; Flores 2020; INDIRE 2020, 2021; SIRD 2021).
The years of the pandemic were characterized by the complexity of changes in
education and the strong need for professional support perceived by teachers (Nigris et al.,
2020). Unfortunately, the teachers already prepared for distance learning were in fact a small
minority (Ferri, 2021) and this is largely due to the fact that teacher training programs from a
didactic and pedagogical point of view represent an area which is not usually practiced by
Italian teachers, if compared with other European realities (Wastiau, 2013). In the new and
unexpected situation created by the interruption of traditional teaching methods, it is likely that
teachers had to deal with disorienting dilemmas which pushed them to review their mental
habits and redirect their actions (Mezirow, 2016). Therefore, if, on the one hand, educators had
to face a destabilizing uncertainty (Perla & Riva, 2016), on the other hand, we can say that
such lack of certainty has stimulated a new research on the meaning, purposes and methods of
education in the light of the ongoing changes (Tramma, 2018).
Institutions and teacher educators had to quickly respond to an unexpected and ‘forced’
transition from face-to-face to remote teaching and new online teaching practices (Carrillo &
Flores, 2020; König et al., 2020). During this period of criticality and rapid change, a clear
demand for ‘just-in-time professional development’ arose from below (Neumann & Smith
2020, 527). Many educational institutions and educational services have decided to adopt
digital technologies and diversified distance learning tools. Among the latter, webinar-based
training has carved out a significant role. During the early stages of the health emergency,
webinars for professional development were not only an essential and practical tool to provide
training in compliance with social distancing measures, but also an opportunity for teachers,
educators and operators to experiment with distance learning and teaching in the role of
students. Webinars thus supported the acquisition of skills for remote teaching at a time when
in-presence training events had been globally disrupted by quarantine (Toquero & Talidong,
2020).
While for many years the provision of webinars has been spreading in the university
environment as Massive Online Open Courses (MOOCs), this mode is still rarely practiced in
schools. Furthermore, while distance learning technologies have long been studied in both the
academic and professional fields, research on the use of webinars for teacher professional
development is still lacking (Toquero & Talidong, 2020), although some studies indicate that
teachers generally have positive perceptions produced by experience and learning mediated by
these tools (Borup, 2020; Khanna & Thakarar, 2021).
According to the meta-analysis conducted by Gegenfurtner and Ebner (2019), webinars
would often be more effective than asynchronous learning management systems - traditional
classroom lectures - and would obtain a higher level of satisfaction from students than
asynchronous education. Regardless of the sector, students provide positive feedback regarding
the use of this technology, highlighting its greater flexibility and a series of advantages that are
difficult to obtain with traditional offline and face-to-face interactions (Gegenfurtner et al.,
2019).
During the lockdown, the webinar experience allowed comparison and solidarity both
within the school professional community and within the community of the Italian social
278
services (Sanfelici et al., 2020), stimulating a dialogue between different professionals.
Comparison processes have in many cases taken the form of peer tutoring and support between
colleagues, which are typical of the communities of practice. These spontaneous and informal
aggregations of professionals, built around common working practices, the comparison of
knowledge, meanings and languages, are considered particularly relevant by the scholars. As
highlighted by numerous studies, belonging to a ‘professional learning community’ (Hord &
Summers, 2008; Sjoer & Meirink, 2015), is a crucial factor for the development of
professionalism (Hattie, 2009).
Cooperation has grown in particular between teachers and educators, generating forms
of tutoring by the more experienced ones, alongside diversified self-training initiatives (Pagani
& Passalacqua, 2020). Peer tutoring as the ‘use of teaching and learning strategies in which
students learn with and from each other without the immediate intervention of a teacher’ (Boud
et al., 1999, 413) is a methodology rarely approached in literature on strategies of professional
development of in-service teachers (Healy et al., 2020; Topping, 2005), but it has gained
significant relevance following the changes made to education by the health emergency. Often
combined with initial training and professional accompaniment of teachers (Paul, 2010), the
peer tutoring methodology is also functional to in-service training where sharing professional
experiences and enhancing the common belonging to the same community becomes essential
(Magnoler, 2017).
The potential of the teachers’ new self-training methods (Nigris et al., 2020) and the
contextual professional transformation generated by the pandemic situation (Safi et al., 2020)
have pushed to enhance the so-called ‘learning networks’ as professional training tools of
informal nature (Kelly, 2019), alongside the adoption of training methodologies based on peer
tutoring (Rhodes & Beneicke, 2002) and on collaborative reflection (Clarà et al., 2017). In fact,
many theoretical models in literature promote the benefits of learning networks as an informal
teacher education tool (Kelly, 2019), thanks to the activation of mentoring processes (Geeraerts
et al., 2015) and collaborative reflection (Clarà, 2019). The aim is to establish a professional
learning community (Vescio et al., 2008) that progressively “emancipates” itself from topdown processes and becomes capable of sharing the analysis of its teaching practices and of
autonomously elaborating hypotheses of problem-solving and improvement.
This study aims to investigate the training needs that emerged as a result of the changes
affecting the various educational agencies in our country, as well as the online training courses’
effectiveness for peer support and professional development, in view of the construction of
practical and professional communities that are functional to the diffusion and systemization
of educational innovation. During the lockdown of Italian schools, INDIRE made use of the
experience of accompanying schools along the processes of change and innovation gained over
the years, and designed activities and services for teachers, students and families, such as the
one described in this study, that focused on the value of the “Network” as a mentoring system
(Mangione et al., 2020). The first part of the work describes the research context within which
the training proposal and the training model that guides the proposed initiative are placed. The
second part examines the methodological approach of the study. In the third and fourth parts
the results are presented and discussed. The article closes with some considerations on possible
future developments in terms of transferability of the experience.
279
Context of the research
The AE Network (Avanguardie educative; hereinafter the AE Movement/Network), which
counts today almost 1500 schools of all levels distributed throughout the national territory, was
born in 2014 from a joint initiative of INDIRE and 22 founding schools, the signatories of the
Manifesto, in order to promote and support innovation processes in the school. Long before
the pandemic events required a forced rethinking of the school model, with alternation and
integration of learning situations between presence and distance and the use of new
methodological-didactic solutions, Avanguardie educative promoted digital integration, in
order to hybridize the transmissive lesson typical of the school in the presence.
The Movement has always been inspired by the encounter between the innovative drive
coming from school institutions (bottom-up) and formalization processes and systematization
of educational research (top-down). As underlined at the European level (OECD, 2013), the
transformation of the school system implies the transition from a top-down approach to a more
contextualized approach, based on the analysis of innovative experiences of schools (bottomup). It is a participatory and collaborative approach, in which all actors play a role towards
change and innovation by generating sub-networks of schools that in their innovative
performance are linked to the main network (the AE Network).
In fact, the AE Movement contributes to promoting didactic and organisational
innovation with a Gallery of innovative ideas, training and dissemination initiatives that
support a constant methodological reflection of the school system as a whole. Through the
“disruptive” and “generative” force of innovation ideas, the traditional school model, based
essentially on the expository method of teaching, is transformed; triggering processes of
change in teaching routines and rooting a culture of innovation based on new arrangements
that reconfigure socio-educational ties and overturn the paradigm of the educating community,
where the student becomes the active protagonist of the educational pathway.
The project can be configured as a research laboratory in continuous expansion: every
year an average of 200 new schools (calculated over 6 years, 2015-2020) join the Movement
and adopt at least one innovation idea, but over 40% have adopted at least three ideas. The
main objective of the AE Movement is the advancement of knowledge and shared experiences
among the member schools, for a “systemisation” on three levels: micro (in the professional
practice of the individual), meso (of the class council(s) and/or department(s)) and macro (of
the whole school in all its sub-articulations, in the relationship with the territory and
stakeholders).
In its 8 years of activity, the AE Network of schools has given rise to many forms of
widespread collaboration, giving a significant contribution to defining the new role of the
school for the 21st century as a flexible learning environment, in an increasingly structured
dialogue with the territory of reference and the stakeholders that act synergistically on it as
“change makers” (Valera & Solesin, 2019).
In fact, the AE Movement applies a humanistic approach (UNESCO, 2019) to the
meaning of “school”, moving the debate on education beyond the utilitarian role it plays in the
economic development and according to which the teacher encourages learning by removing
the obstacles that do not allow the full realization of the person as an active citizen, thus
drawing inspiration from the concept of substantial equality of Art. 3 of the Italian Constitution.
This approach influences the very definition of learning processes by focusing it
280
on the acquisition of useful knowledge and the development of skills at the service of our
common humanity.
Avanguardie Educative is a community of practice and research as well as, at the same
time, an opportunity for professional training in service: the transferability of the organisational
and methodological-didactic best practice, guaranteed by the researchers’ constant observation,
monitoring and assessment, is intended as a lever to tackle the “paradigm of complexity”
(UNESCO, 2021), thus allowing schools to learn to move on and adapt continuously in order
to offer new significant educational opportunities. Among its major objectives, the AE
educational community of practices aims to bring to the center and problematize learning by
experience, teaching as research in action, and the relationship between practice and theory, in
terms of support for critical and profound thinking.
The training model
The participatory and collaborative approach is consistent in all phases of the AE project: in
the selection of innovative practices, in designing support for newcomers and in the assistancecoaching training model. This model is the result of a design work carried out by INDIRE
researchers together with the schools of the Movement with more mature experiences in the
area of innovation, and is aimed at ensuring that the adopting schools, i.e. the schools that adopt
the “ideas” presented in the Gallery, co-construct meaning in a community of practice
(Wenger, 2006) and receive support while experimenting with innovative practices. The model
was designed with the aim of creating connections, relationships and networks between the
schools of the Movement, in order to disseminate and systematize innovation according to the
scheme on the social innovation process elaborated by Murray, Caulier-Grice and Mulga
(2010). Researchers and teachers work together with a view to integrating theory and practice,
implementing a mixed coaching process that includes experience, reflective observation,
theory and experimentation and in which the two phases of learning and acting do not take
place in successive moments but intertwine, highlighting the cognitive value of action (Laici
et al., 2015).
Inspired by the Deming Cycle (1986), the assistance-coaching model is divided into the
following phases and objectives:
the “Plan” phase, in which schools establish the objectives to be achieved through the
adoption of one or more ideas;
the “Do” phase, dedicated to the implementation of ideas in the adopting school;
the “Check” phase, which allows to verify the results obtained by highlighting the
strengths and weaknesses, with the coaches’ guidance (researchers and lead schools); and
the “Act” phase, for the correction and improvement of performance.
This articulation allows for monitoring the improvement of processes and products in
itinere. An important result of the application of the assistance-coaching method is the drafting
of the Guidelines for the implementation of ideas, a document which, in addition to the
contributions of research groups engaged in the various ideas, collects the experiences of the
leading schools. In particular, the “Act” phase allows researchers to understand how the
adopting school has customized the methodologies and the organisational models proposed
while implementing and rooting the process described in the Guidelines (Laici & Orlandini,
2016). The deviation from the original practice has the dual effect, on the one hand, of
generating various declinations of the same idea, the so-called variants, and on the other, of
281
allowing the leading schools to enrich their experiential baggage through a feedback system
highlighting the critical issues that emerged from different application contexts.
The assistance-coaching training approach adopted by the AE Network, involving
teachers from different school backgrounds, intends to enhance multilateral comparison and
sharing of experiences as conditions that facilitate the recognition, analysis and therefore the
solution of common professional problems, in line with the tradition of communities of practice
and in continuity with some principles of Research-Training (Asquini, 2018).
Formarsi e confrontarsi con le Avanguardie educative
Teachers’ training during the pandemic has not only brought out new needs but has also opened
up new scenarios, first of all, because digital training has provided tools of immediate use, thus
allowing teachers to work remotely, and secondly, because shifting to the online mode has
enabled access to a potentially broader training offer than the traditional face-to-face one,
which is usually confined to the territory in which the school is located (INDIRE, 2021).
In December 2020 INDIRE announced the first results of a survey among Italian
teachers of all school levels, focused on teaching practices during the lockdown. The survey
started in June 2020 (INDIRE, 2020), it was further developed in 2020-21 and its outcomes are
described and analysed in the preliminary report published in December 2021 (INDIRE, 2021).
Already the first results made available in July 2020 showed that the teaching components
practiced by the Italian teachers during the first lockdown could be considered as a mere
transposition of frontal lessons in the Distance learning mode, where digital tools were mainly
used for video lessons, for the allocation of educational resources and for the external
assessment carried out by the teacher. Only a minority of respondents appeared to have carried
out active laboratory teaching, aimed at developing critical thinking and metacognition, using
tools offered by distance learning in an innovative, interactive way. The same group of
respondents, defined in the survey as ‘laboratory teachers’ also showed a strong propensity to
continue online training (INDIRE, 2021, 43-50).
Following the survey, with the aim of enriching the training offer with tools and
methodologies that could enhance teaching and learning beyond the emergency period, the
cycle of free-access webinars Formarsi e confrontarsi con le Avanguardie educative was
launched in September 2020 and lasted until March 2022.
The webinar series was designed for a wide audience, with the dual aim of involving
school leaders, teachers and stakeholders also from outside the Movement, and of promoting
reflection on cross-disciplinary topics, such as formative assessment, inclusion and integration,
Media Education, orientation, soft skills, the transformation of learning environments as well
as AE ideas and methodologies.
The webinars, led by INDIRE researchers with the participation of scholars and experts
from the world of work, provided the opportunity to give voice to the innovation experiences
gained by the schools of the AE Network in a comparison with other Schools, not belonging
to the same Network. Particular attention was given to teaching practices in schools at the time
of Covid-19, with in-depth studies aimed at understanding the sustainability of innovation
proposals in the context of Distance teaching and learning. In order to promote the exchange
of significant innovation experiences and to encourage discussion on issues that affect the
entire school system, some events have been organized in
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collaboration with other educational innovation networks operating at regional and/or
national level.
41 webinars were delivered between September 2020 and March 2022, with an
overall average of 157 participants for each online meeting. The webinars were aimed at
deepening a series of core themes linked with school innovation. Each webinar was indexed
with one or more of the following topics:
1. Rethinking the curriculum and training offer;
2. Educational planning, innovative educational strategies and methodologies;
3. Redesign of educational spaces and learning environments;
4. Design and management of distance learning;
5. Design and management of integrated digital teaching;
6. Pathways for soft skills and orientation;
7. Media education, digital skills and digital educational content;
8. Equity, diversity, inclusion and didactic differentiation;
9. Teaching by skills; and
10. Rethinking assessment methods.
According to the webinars’ tagging, the number of participants and the schedule are shown in
Table 1.
N°
Webinar topic
1 Redesigning educational spaces and learning environments
2 Media education, digital skills and digital learning contents
3 Design and management of “integrated” digital didactics
Participants
465
359
1045
Month
September 2020
October 2020
November 2020
4 Paths for transversal skills and orientation
100
November 2020
5 Paths for transversal skills and orientation
169
November 2020
6 Paths for transversal skills and orientation
148
November 2020
7 Design and management of Distance teaching/learning
122
November 2020
8 Paths for transversal skills and orientation
129
December 2020
9 Didactic planning, innovative strategies and methodologies
55
December 2020
10 Equity, diversity, inclusion and didactic differentiation
169
January 2021
11 Rethinking testing and assessment methods
394
January 2021
12 Rethinking testing and assessment methods
13 Media education, digital skills and digital learning contents
14 Rethinking testing and assessment methods
192
300
220
January 2021
February 2021
February 2021
15 Didactic planning, innovative strategies and methodologies
144
February 2021
16 Design and management of “integrated” digital didactics
109
March 2021
17 Design and management of “integrated” digital didactics
202
March 2021
18 Design and management of “integrated” digital didactics
194
April 2021
19 Design and management of “integrated” digital didactics
79
April 2021
20 Rethinking testing and assessment methods
83
April 2021
21 Design and management of “integrated” digital didactics
156
April 2021
22 Media education, digital skills and digital learning contents
34
April 2021
23 Design and management of “integrated” digital didactics
36
May 2021
24 Media education, digital skills and digital learning contents
66
May 2021
25 Rethinking testing and assessment methods
68
May 2021
283
26 Didactic planning, innovative strategies and methodologies
237
May 2021
27 Rethinking the curriculum and the educational offer
67
May 2021
28 Didactic planning, innovative strategies and methodologies
44
May 2021
29 Equity, diversity, inclusion and didactic differentiation
37
May 2021
30 Media education, digital skills and digital learning contents
32
May 2021
31 Didactic planning, innovative strategies and methodologies
118
May 2021
32 Rethinking the curriculum and the educational offer
35
June 2021
33 Didactic planning, innovative strategies and methodologies
53
June 2021
34 Rethinking the curriculum and the educational offer
76
June 2021
35 Media education, digital skills and digital learning contents
66
June 2021
36 Didactic planning, innovative strategies and methodologies
47
June 2021
37 Didactic planning, innovative strategies and methodologies
47
June 2021
38 Didactic planning, innovative strategies and methodologies
39 Competency-based teaching/learning
40
430
June 2021
February 2022
40 Rethinking the curriculum and the educational offer
51
March 2022
41 Didactic planning, innovative strategies and methodologies
58
March 2022
Table 1 Formarsi e confrontarsi con le Avanguardie educative - Indexing of webinars
Methodology
Research objectives
The study presented here aims to investigate the usefulness of the webinar cycle Formarsi e
confrontarsi con le Avanguardie educative for the purpose of intercepting the training needs of
the Italian educational community during the pandemic period in relation to innovative
educational practices.
Research questions
The study starts with the following research questions:
RQ1. What was the degree of satisfaction in relation to the training usefulness during
the webinar cycle?
RQ2. What kind of needs emerged during the proposed webinar cycle in terms of
training, upgrading and professional development?
RQ3. What was the degree of satisfaction in relation to the training usefulness at the
end of the webinar cycle?
RQ4. What was the participants’ feedback at the end of the webinar cycle in relation
to their professional development?
Tools, data collection and analysis procedure
In order to answer the research questions outlined above, two questionnaires were constructed:
a satisfaction questionnaire and a follow-up questionnaire. Both questionnaires were first
drafted by one researcher and then analysed and validated by a group of three other researchers.
The satisfaction questionnaire combined closed and open-ended questions, whilst the followup questionnaire included only closed-ended questions.
The satisfaction questionnaire contained a short section on socio-demographic data and
closed-ended questions aimed to sound out the degree of the training usefulness perceived by
the participants during the webinar cycle, both with regard to the individual
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meetings they had attended and to the proposed initiative as a whole; on the other hand, the
open-ended questions were aimed at investigating the participants' training needs and requests
for further in-depth study on specific themes during the pandemic period. The satisfaction
questionnaire was administered through G-Suite's Google Forms between September 2020 and
March 2022.
The follow-up questionnaire, in addition to a section reserved for socio-demographic
data (gender, age, professional role), contained a series of closed questions to probe the degree
of training usefulness perceived by participants at the end of the webinar cycle in terms of
upgrading and professional development, and some questions aimed at investigating the
possible impact of the initiative on professional networking. The follow-up questionnaire was
administered in May 2022 using Microsoft Forms.
Both questionnaires were optional and anonymous. Descriptive-type statistical analysis
was conducted for closed-ended questions, while open-ended answers were analysed through
textual analysis and categorisation of the answers provided. Answers to open-ended questions
were then included as an exemplification and clarification of the themes detected through the
closed-ended questions, in support of the contextualisation and explanation of the quantitative
data.
Participants
The questionnaires were administered to a convenience sample represented by the participants
who voluntarily decided to take part in the research. It is therefore neither a probabilistic nor a
representative sample of the Italian educators’ target population, although it can be said to be
significant, given the high response rate and the territorial distribution of the respondents.
To the satisfaction questionnaire (see Table 2), out of a total of 6476 participants, 3185
answered, i.e. almost a half. The sample consisted largely of teachers, a small proportion of
school leaders and the remainder of educators, university students and/or others. Of the staff
population working in educational institutions, most respondents belong to Secondary Schools,
a large share to Primary Schools and the remainder is distributed between First Grade
Secondary Schools and Pre-schools. Membership of the AE Movement was also surveyed and
1450 participants declared to have already been members of the Network while the remaining
1735 had not yet joined the Network at the time the questionnaire was filled in. With regard to
the professional origin of the participants (i.e. where the school is located), the initiative
managed to cover all the Italian regions.
Response rate
3185 (49.1%)
Gender
F = 2774 (87%)
M = 403
(12.6%)
Other = 8
(0.4%)
Role
School level
School leader = Upper Secondary
47 (2.5%)
School = 1319
Teacher = 2828 (41.4%)
(88.8%)
Lower Secondary
Other = 277
school = 589
(8.7%)
(18.5%)
Primary = 984
(30.9%)
Pre-school = 293
(9.2%).
AE member
Yes = 1450
(45.5%)
No = 1735
(54.5%)
Area
North = 36.9%
Centre = 20.6%
South = 32.7%
Islands = 9.8%
Table 2 Characteristics of the respondents to the satisfaction questionnaire
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A total of 1068 participants answered the follow-up questionnaire (see Table 3). The sample
consisted largely of teachers, a small proportion of school leaders and the remainder of students
and others.
Gender
Age
Female = 938 (86.82%)
Male = 125 (11.70%)
Others = 5 (0.46%)
18–25 = 5 (0.46%)
26–30 = 5 (0.46%)
31–35 = 17 (1.59%)
36–40 = 42 (3.93%)
41–45 = 129 (12.07%)
46–50 = 199 (18.63%)
51–55 = 254 (23.78%)
56–60 = 264 (24.71%)
61–65 = 134 (12.54%)
66-70 = 17 (1.59%)
71–75 = 2 = (0.18%)
Role
School leader = 55 (5.14%)
Teacher = 982 (91.94%)
Student = 7 (0.65%)
Other = 24 (2.24%)
Table 3 Characteristics of the respondents to the follow-up questionnaire.
Results
RQ1. Degree of satisfaction in relation to the training usefulness during the webinar cycle
The participants' response to the satisfaction questionnaire (no. 3185 responses) was
very positive with respect to the training usefulness of the individual webinars they had
attended. Of the participants responding to the question “Please rate the quality of the meeting
in relation to your expectations”, 46.9% rated it as “Excellent”, 47.6% as “Good”, and only
5.1% as “Sufficient” and 0.4% as “Poor”.
The feedback provided by participants who completed the satisfaction questionnaire
(no. 3185) regarding the training usefulness of the overall webinar initiative was also very
positive. Of the participants who answered the question “Express a judgement on the webinar
series’ usefulness with respect to your professional interests” a 49.2% considered it
“Excellent”, 46% “Good”, only 4.5% as “Sufficient” and 0.2% as “Poor”.
RQ2. What kind of needs did emerge during the proposed webinar cycle in terms of training,
upgrading and professional development?
With regard to the thematic in-depth studies requested by the participants during the
webinar series, the data collected through the satisfaction questionnaires, subsequently
analyseanalysed and categoriscategorised, highlight a need for further exploration of practical
aspects in the implementation of innovative methodologies from Distance learning and
Integrated digital learning perspectives, focusing in particular on the first level of education
(primary and lower secondary schools) and on inclusion. An initial categorisation of the
answers provided by the participants made it possible to identify “Distance learning and
Integrated digital learning “ (92%) as the most requested topic for further investigation,
followed by “Assessment methods” (73.8%); other topics indicated by the participants are
“Inclusion” (20%), “Media education” (10.7%), “ICT” (15.3%); Childhood” (12.3%),
“PCTOs” (9.2%) and “Innovative teaching practices” (12.3%), in particular, “Debate” (10.7%),
while the 43% of the respondents do not specify any topic.
Following the first analysis and categorisation of the results, a further grouping of the
requested topics has been made in view of the drafting of the follow-up questionnaire (see
Table 1 above). The response of the participants who completed the follow-up questionnaire
(no. 1068) to the question “Which of the following topics do you think were most useful?” is
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summarised in Chart 1 and is broken down as follows: 234 (7.2%) participants considered the
topic of “Rethinking the curriculum and the educational offer” as the most useful to explore;
738 (22.8%) participants, on the other hand, answered “ Didactic planning, innovative
strategies and methodologies “; 432 (13.3%) respondents considered “Redesigning educational
spaces and learning environments” as the most significant topic to be dealt with; 231 (7.1%)
participants answered “Design and management of distance learning”; 297 (9.2%) respondents
instead opted for “Design and management of integrated digital education”; 161 (5%)
participants expressed their preference for the theme of 'Pathways for transversal skills and
orientation'; 299 (9.2%) participants answered 'Media education, digital skills and digital
learning contents'; 220 (6.8%) identified “Equity, diversity, inclusion and didactic
differentiation” as the most important topics for in-depth study; 319 (9.9%) instead responded
“Competency-based teaching/learning “; and finally 307 (9.5%) respondents considered
“Rethinking testing and assessment methods” as the most significant topic.
Chart 1 Most useful topics according to the participants’ responses
RQ3. What was the degree of satisfaction in relation to the training usefulness at the end of
the webinar cycle?
Responses (n. 1068) to the question “How do you judge the usefulness of the proposed
initiative with respect to the following aspects” in the follow-up questionnaire are overall very
positive. In relation to the webinar series’ usefulness in terms of “Training opportunities in the
use of new teaching methods” 30.2% of the participants answered “Excellent”, 21.8% “Fair”,
40.5% “Good”, 7.2% “Sufficient” and only 2 participants (0.2%) “Insufficient”. On the other
hand, in relation to the initiative’s usefulness as an “Opportunity to fill the gaps in technological
skills”, 20.4% of the respondents considered it “Excellent”, 24.4% “Fair”, 41.9% “Good”, 12%
“Sufficient” and only 13 participants (1.2%) considered it “Insufficient”. The participants were
then asked to express their opinion about the webinar series’ usefulness “to integrate tools and
teaching methods for distance learning” and for this item too the response was very positive
with 21.4% of the participants answering “Excellent”, 24.3% “Fair”, 41.9% “Good”, 11.2%
“Sufficient” and only 12 participants (1.1%) “Insufficient”. The next item was aimed at probing
the usefulness of the proposed webinars as a “Training opportunity on the use of new
assessment methods “ and the feedback was again more than positive with 20.8% of the
287
participants considering it as an “Excellent” opportunity”, 27.6% as “Fair”, 37.2% as “Good”,
12.5% as “Sufficient” and 20 participants (1.9%) as “Insufficient”. The usefulness of the
initiative as an “Opportunity to deepen relations between schools, their territory and the world
of work” was then investigated, and the assessment on this item was slightly different from the
previous ones, with the 18.5% answering “Excellent”, 23.6% “Fair”, 37.7% “Good”, 17%
“Sufficient” and 33 participants (3.1%) “Insufficient”. Finally, the participants were asked
about the webinars’ training usefulness as a means for “Updating with respect to new ways of
managing the classroom and educational relations online and remotely” and 24.4% answered
“Excellent”, 24.3% “Fair”, 37.7% “Good”, 11.5% “Sufficient”, while only 14 participants
(1.3%) considered the initiative “Insufficient” with respect to this last item. The data are
summarised in Chart 2.
Chart 2 Usefulness of the initiative with respect to various factors
In the framework of RQ3, further aspects of the initiative’s achievements were
investigated from the participants’ emotional and relational points of view, as summarised in
Chart 3. To the question “Which of the following elements of the proposed initiative do you
think were the most important?” 599 participants (22.9%) answered “The exchange of good
practices among peers”, 590 participants (28.8%) identified “Coaching and professional
development supported by a research community” as the most important element, 355
participants (17.3%) answered “The support in facing the challenges posed by distance
learning”, 306 participants (14.9%), on the other hand, opted for “Feeling like a member of a
community and diminishing the sense of distance and isolation”, while 183 (9%) indicated
“Sharing issues triggered by the pandemic” and only 14 participants (0.7%) did not consider
any of the above elements as important.
288
Chart 3 The initiative’s most important achievements from a relational point of view
RQ4. What was the participants’ feedback at the end of the webinar cycle in relation to their
professional development?
The feedback from participants who filled in the follow-up questionnaire (no. 1068) to
the question “To what extent do you think the proposed content contributed to your
professional development?” was very comforting. Most of the respondents thought that the
proposed training contents contributed “A lot” (31%) and “Quite a lot” (64%) to their
professional development, while 6% answered “A little” and only 2 participants (0.1%) thought
that the webinars did not contribute to their professional development.
With regard to the feedback on the initiative’s usefulness for professional development,
the participants were then asked: “Did the initiative prompt new collaborations with your peers,
with schools, organisations or associations that have expanded beyond your participation in the
webinar series?” and the results are very encouraging, since 523 participants (49%) stated that
they had established informal/individual collaborations with other participants in the initiative,
106 participants (9.9%) answered that some agreements between schools were concluded, in
the form of collaboration agreements, memoranda of understanding or twinning, networks,
while 439 participants (41.1%) had not yet initiated either informal or formal collaborations at
the time of filling in the questionnaire.
Discussion
The restrictions due to the Covid-19 emergency led to significant changes in the management
of educational practices, both in terms of the organisational and educational dimensions. At the
organisational level, two main situations have emerged: on the one hand, services have been
formally interrupted while, on the other, they have been reshaped to provide remote assistance.
Where the activities of schools and educational services have not been interrupted, they have
been redefined and adapted, even with the support of digital technology, in order to enable
educators, teachers and other actors of the educating community to maintain and cultivate the
educational relationship with their beneficiaries, while mitigating the sense of abandonment
and social isolation. These 'community technologies' (Rivoltella, 2017) have in fact allowed
the community to be connected and sustained at a time of professional disorientation,
guaranteeing peer-to-peer comparison and the sharing of good practices of 'resilience' to the
critical issues posed by the pandemic.
With the transition to online teaching, educators and teachers have developed new
learning needs and several initiatives have been organised to provide the tools to cope
289
adequately with the transition to distance learning. In addition to professional training
organised by schools for their staff, many institutions provided informal learning opportunities,
mainly through the provision of free webinars for professional development and coaching.
Voluntary participation in these type of initiatives can be regarded as a self-directed learning
strategy, that has made it possible to reduce the skills gap perceived by the educational
community. The interactive and relocated mode of online meetings also allowed to enhance
peer-learning and tutoring, giving rise to small and large 'professional learning communities'
(Vescio et al., 2008).
This study has investigated the emerging training needs that prompted a group of
participants to attend an online initiative for the development of educational professionalism.
The investigation of learning needs was followed by an analysis of the initiative’s usefulness
in relation to the coaching and professional development of the attendees.
The results show a high level of satisfaction with the proposed training offer but also
some thematic subject areas that certainly need further investigation. Contrary to what might
have been expected, providing support with respect to the new distance learning methods is no
longer a priority compared to other topics addressed during the meetings, such as, for example,
didactic planning, redesigning educational environments and integrated digital didactics. These
data show, first of all, a degree of professional maturity achieved in the two years of the
pandemic by the respondents who are now largely projected towards integrated didactic
modalities beyond mere distance teaching. Secondly, it can be claimed that the participants
perceive these types of initiatives as tools for continuous professional development (Poce et
al., 2021) and thus as the acquisition of expertise which is functional to educational work even
after the health emergency. As evidence of this claim, the respondents identify the
accompaniment and professional development and the sharing of good practices among peers
as the most valuable elements of the initiative.
In terms of the training usefulness perceived by the respondents, among the various
topics proposed, the one gaining the greatest interest is certainly the in-depth study of
innovative teaching methodologies. Considering that more than half of the participants, at the
time the webinars were held, had not yet joined the AE network, this type of feedback is
comforting not only with respect to the path taken with the training initiative, but also with
respect to the broader objectives that have animated the Movement since its inception and that
have always recognized the centrality of methodological innovation in the school model (Nardi
& D'Anna, 2018).
Some of the themes proposed obtained slightly lower results, such as, for example,
exploring the relationship among schools, their territory, the world of work and the pathways
for transversal skills and orientation. These results could be explained by the specificity of the
target audience, consisting of Secondary Schools only, together with the particular training
needs that arose in response to the pandemic period.
The value of the proposed training offer in view of professional development is also confirmed
by the high networking rate promoted by the initiative. In fact, a large share of participants
declares to have established both informal and formal collaborations following their
participation in the webinar series. From this point of view, the peer-tutoring model adopted
for delivering the contents seems to be a path to be followed and strengthened also in the
future.
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Conclusion
As shown by the survey analysed in this paper, in addition to the need for ongoing support for
professional development, the will is revealed, already put into action in many schools, to use
networking and peer collaboration as a tool for training accompaniment and effective
educational planning.
Oriented towards massive open education (Pilli & Admiraal 2016), the initiative
Formarsi e confrontarsi con le Avanguardie educative facilitated the sharing of professional
development experiences that involve participants in the implementation of new teaching
opportunities as well as of innovative solutions enabled by technology. With the guidance of
INDIRE researchers and experts, teachers and school leaders of Italian schools shared their
good practices, derived from concrete contexts and uses, offering their colleagues’ practicable
solutions so that each of them could, according to their own needs and specificities, continue
their activities despite the closure of schools (Mangione et al., 2020).
Cooperative relations between different actors are facilitated by the fluid and nonhierarchical articulation of the AE network, whose flexibility and dynamism ease the resolution
of common problems. The variety and complementarity represented in the network, which
brings together schools throughout the country of all levels, grades and with various courses
of study, increase the versatility of the shared strategic solutions while strengthening the ability
of the actors to deal with the uncertainty and complexity of the challenges posed by
contemporary society (Mughini, 2020).
The results of this study prompt further investigation into the dynamics of exchange and
professional development mediated by webinar technology. Looking ahead, we hope to
continue the work carried out so far by further enhancing the relational and peer-tutoring
dimensions of the training model.
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TECHNICAL AND VOCATIONAL EDUCATION
295
1. 21ST CENTURY SKILLS IN
TECHNICAL VOCATIONAL TEACHER EDUCATION
Steinar KARSTENSEN
[email protected]
Department of Vocational Teacher Education
Oslo Metropolitan University, Norway
Nina AAKERNES
[email protected]
Department of Vocational Teacher Education
Oslo Metropolitan University, Norway
The paper has been proofread by an English native-speaking professional.
https://www.anchorenglish.com
Abstract
Background and aim
Due to society’s increasing complexity and the changing nature of work, essential aspects of
technical vocational education and training (TVET) are the specific requirements of the
vocation and what is referred to as 21st-century skills. Even though the concept of 21st-century
skills is wide-ranging and vague, there seems to be agreement on the importance of competence
and life skills such as critical thinking, problem-solving, creativity, self-directed learning,
metacognition, collaboration, communication, and perseverance. This paper aims to contribute
knowledge about the requirements for education to provide 21st-century skills and how
technical vocational teacher education (TVTE) prepares TVTE students to ensure they meet
these requirements.
Methods
The first part of the study entailed qualitative interviews with ten vocational teachers
participating in the vocational education programme for information technology and media
production (ITMP) in upper secondary schools in Norway. The second part was an analysis of
the programme description for the bachelor programme for TVTE. During the analysis, we
constructed categories based on the interviews and literature on 21st-century skills.
Results
The teachers provided concrete descriptions of several 21st-century skills of importance for
their students. They connected the skills to the qualification requirements in the information
technology and media production enterprises. While the teachers’ approach was practical and
concrete, the formulations in the programme description for the bachelor programme were
limited and open to interpretation.
Conclusion
The results suggest a gap between the theoretical approach of the curriculum and the practical
needs and understandings of the teachers, indicating there is room for improvement in aligning
the two.
296
Keywords : Technical vocational teacher education, Technical vocational education, and
training, 21st-century skills, transitional coherence
DOI: 10.21862/atee.2023.21
Introduction
The education system must prepare young people to face complex challenges and current and
future uncertainty due to society’s increasing complexity and the changing nature of work
(OECD, 2018). Moreover, future workplaces require competence in solving complex problems
due to unknown, uncertain, and constantly changing competence requirements (Harteis, 2018;
Schwendimann et al., 2018). Thus, essential aspects of technical vocational education and
training (TVET) are the specific requirements of the vocation and what is referred to as 21stcentury skills (Hämäläinen et al., 2018).
Several frameworks describe 21st-century skills, and the concept is wide-ranging and vague
(Lamb et al., 2017). Thus, several terms, such as ‘soft skills’, ‘transferable skills’, ‘transversal
skills’, and ‘key competencies’ are also commonly used (p. 11). However, there seems to be a
common agreement about the importance of competence and life skills such as critical thinking,
problem-solving, creativity, self-directed learning, metacognition, collaboration,
communication, and perseverance to succeed in today’s world. The importance of such
competence is further reflected in the description of the overall values and principles in the
new core curriculum for Norwegian primary and secondary education from 2020 (Norwegian
Directorate for Education and Training, n.d.). Life skills such as critical thinking and ethical
awareness, learning to learn, social learning and development, among others, are included in
the curriculum. Even if it can be argued that critical thinking and problem-solving have always
been essential for learning and that communication and collaboration have always been
important in human society, there seems to be agreement about these skills’ new importance
in the 21st century (González-Salamanca et al., 2020).
Acknowledging that 21st-century skills are essential, some researchers are critical of the
approach because competence is not sufficiently defined and related to a specific context
(Mulder, 2012). Deichmann-Sørensen (2015) points out that as a consequence of the strong
focus on generic skills, adaptability may become more important than vocational expertise.
Studies conducted in the Norwegian TVET suggest that 21st-century skills such as
collaboration and communication are contextual and directly linked to specific vocational
assignments (Hiim, 2013; Aakernes, 2020). This indicates that 21st-century skills in TVET
must be integrated into comprehensive, authentic vocational assignments and studied within
various vocational contexts.
It is acknowledged that TVET teachers play a central role in effective learning in vocational
schools and in preparing for the changing skills needs in the labour market (OECD, 2021).
Despite their centrality, TVET teachers are largely absent from research on teacher
qualifications and preparation (OECD, 2021; Orr, 2019). Thus, there is a need for research on
how TVET teachers in various vocational fields experience the qualification needs and how
technical vocational teacher education (TVTE) in different countries prepares for these needs.
This article aims to contribute to a knowledge base on how TVTE can develop to meet the
needs in the school-based part of TVET, educating for the constantly changing competence
297
requirements in the world of work. Drawing on the concept of coherence (Heggen et al., 2015),
we address the following research question:
What is the relationship between the experience of professional requirements for educating for
21st-century skills by TVET teachers in Norway and the learning outcome descriptions in the
programme plan for the bachelor programme for TVTE?
An essential aspect of TVTE is establishing the conditions for a successful transition to
professional teacher practice, which is defined as transitional coherence (Heggen et al., 2015).
Thus, there should be a meaningful relationship between the competence developed during
teacher education and the work the teachers are expected to carry out in the schools. Therefore,
it is crucial for TVTE to adapt to the changing requirements in working life and vocational
schools.
Our data sources are twofold, as little is known about the requirements for teaching 21stcentury skills in vocational schools. The first part of the study is a qualitative interview study
investigating the requirements for teacher expertise in the technical vocational programme for
information technology and media production (ITMP) in upper secondary school in Norway.
The two years of school-based education is preparation for a further two years of apprenticeship
in training establishments within five recognised trades, leading to vocational certification as
1) IT Operations Technician, working in the operation of IT systems. 2) IT Developer, working
in coding and programming and developing IT systems. 3) Content Producer, working in
designing digital content such as still images, live images, and audio recordings. 4) Media
Designer, working in graphic design for print and digital devices. 5) Media Technician,
working in film and TV production and technical equipment at conferences and cultural events
(Norwegian Directorate for Education and Training, 2020). ITMP prepares for a developing
society and jobs with constantly changing competence requirements where innovation and
21st-century skills such as critical thinking and problem-solving are central. Therefore, it is
particularly interesting to investigate which 21st-century skills the teachers understand as
necessary for their students to develop.
The second part of the study is a document analysis of the programme description for the
bachelor programme for TVTE teachers. The content in the bachelor programme consists of
pedagogy and vocational didactics (60 ECTS), in-depth vocational knowledge (60 ECTS), and
knowledge of the breadth of vocations in the vocational area (60 ECTS). During their
education, TVTE students undertake teaching practice in schools and vocational practice in
enterprises in the vocational field. To be enrolled in the programme, they must have a trade
certificate and at least two years of work experience from trades relevant to the vocations in
the program.
Methods
Qualitative interviews were conducted with ten vocational teachers in ITMP during the spring
of 2023. The participants were chosen randomly from a list of participants at a forum for
teachers in the education programme. We designed a thematic interview guide for the
qualitative interviews informed by research literature on 21st-century skills. Thus, the
interview guide contained themes such as what competence the teachers saw as important in
this field of work and how they could facilitate their students’ competence development. The
298
themes in the interview guide were predetermined, while the order and formulation of the
questions occurred in interaction with the interviewees (Patton, 2015).
All interviews were digitally recorded and transcribed verbatim. The first cycle of coding was
inductive (Merriam & Tisdell, 2016), developing codes during the reading and interpretation
of the data using NVivo software. The next step was to search for patterns in the coded material,
develop themes based on the literature on 21st-century skills, and interpret and sort the initial
codes into themes (Braun & Clarke, 2006). Finally, we constructed four categories that shed
light on the TVET teachers’ experience of professional requirements for educating for 21stcentury skills. These categories were: 1) Collaboration and teamwork, 2) Problem-solving and
critical thinking, 3) Self-directed continuous learning, 4) Perseverance. As the group of
participants was relatively homogenous and the themes in the interview guide were limited,
saturation was reached after ten interviews (Hennink & Kaiser, 2022).
The next step was to thoroughly read the programme description for the bachelor programme
for TVTE, searching for learning outcome descriptions that could be connected to central 21stcentury skills. The relevant text extract was coded according to the themes we developed while
analysing the interview data. No new themes were developed during this process.
The study has been approved by the Norwegian Agency for Shared Services in Education and
Research, and their guidelines regarding matters such as consent, confidentiality, information
provided to the participants, and use of data are followed. The participants actively gave
consent to participate. In the presentation of the interview results, we have emphasised ensuring
the anonymity of the participants. We have also focused on presenting quotes that are not taken
out of context and that we believe represent the participants' opinions. Furthermore, we have
emphasised that the views of all interview participants are included in the results chapter.
To ensure the study's trustworthiness, we have emphasised consistency so that the results and
conclusions correspond with the empirical data. The literature on 21st-century skills and
previous research has guided the interpretation. However, we have emphasised presenting
quotations and text extracts to show that the interpretation is based on the empirical data. We
have tried to ensure the study's relevance through methodological thoroughness and by
connecting the study to the literature on 21st-century skills and previous research in the field.
In that way, the study can be theoretically generalisable (Eisenhart, 2009).
Results
In the results chapter, we first present the analysis of the TVET teachers’ experiences and then
the analysis of learning outcome descriptions in the programme plan for the bachelor
programme for TVTE. The similarities and differences will be discussed in the discussion
chapter. All the interviews were conducted in Norwegian, and the programme description is
written in Norwegian. We have only translated the text extract presented in this paper into
English. The respondents are referred to as R1–R10.
TVET teachers’ experiences
The results are presented according to the four main categories constructed during the
analysis.
Collaboration and teamwork
299
The category covers working effectively with others and communicating well. The teachers
regarded interpersonal skills such as being able and willing to collaborate as being crucial for
participating in working life. R6 put it this way:
“I mean, I always feel like collaboration is the most important. Learning a technical
skill is nice, but in all jobs you're going into, you must collaborate with people, talk to
them, respect them, listen, and be present. So that's why I think the ability to collaborate
is the most important.”
It was also emphasised that collaboration and good communication are linked to responsibility
and respecting other people’s time. R8 described it this way: “Students must learn to respect
other people's time. They must be able to give straight answers and have good communication
with us teachers, and with supervisors in workplace practice.” The teachers also defined
collaboration as social competence, which involves self-regulation, for which the following
quote from R10 is descriptive: “Social competence is being able to collaborate with others even
if they're not your best friends.”
The teachers also provided several examples of structuring vocational education around
collaborative learning and teamwork. R3 stated that teamwork is closely linked to an overall
focus on project-based assignments in the education programme. Project-based assignments
imply student groups working together during the entire process, for example, developing a
web solution. R1 stated that the students learn from each other during such a collaborative
process. Collaboration and teamwork also include mutual support, which R9 described as
“taking turns, assisting their mates”, leading to a collaborative climate in class.
Problem-solving and critical thinking
The category covers the capacity to analyse and find solutions to complex problems. The
teachers regarded problem-solving and critical thinking as closely connected to independence
and autonomy, which they believed would be essential in the students’ future working lives.
R2 described it this way “The goal is to develop independent individuals who can find solutions
on their own.” The teachers described the importance of guidance instead of giving answers.
The following quote from R5 is descriptive of this approach: “When students ask for help with
something, instead of showing them how to do it, we can ask them questions, so they
understand what they need to do to figure it out.”
Furthermore, the teachers understand problem-solving as related to patience and trial and
failure. R2 said: “We want them to be patient and to struggle and wrestle with things
themselves”, and further: “It's clear that no one learns anything without making mistakes, so
we want them to make mistakes in the learning process and understand what they are doing
wrong.” Moreover, the results indicate that problem-solving and critical thinking are
interconnected with self-knowledge, as expressed by R10: “They need to become solutionoriented and have problem-solving skills. They must know what their competence is and what
their limitations are.”
The teachers often referred to the qualification expectations from the enterprises during the
interviews. Thus, some of them connected problem-solving to understanding future coworkers’ different competencies and finding out who to ask when you are stuck with an
assignment. R8 said that in working life, problem-solving means “to know who to ask, and to
dare to call on another department”. Furthermore, the teachers referred to the internet as an
essential source for finding solutions and stated that the students must learn “how to Google”
(R5). Moreover, several of the teachers said that problem-solving involved finding solutions
300
through a combination of using the internet and helping each other, and the quote from R9 is
an example of this understanding: “In everything we do, we emphasise that they must solve
the tasks themselves. They must find solutions through the internet and with the help of each
other.” Hence, the results indicate that problem-solving and critical thinking must be seen in
conjunction with collaboration and communication skills.
Self-directed, continuous learning
The category covers the willingness to learn new systems and technologies. The teachers
elaborated on the importance of self-directed, continuous learning in the vocations the
education programme ITMP prepares for. R4 characterised the working life this way: “We
experience that everything develops fast. Therefore, the students must be competent at
familiarising themselves with new technology and must learn new systems.” Thus, the results
indicate that self-directed, continuous learning can be understood as developing skills for
lifelong learning, and involves the concept of learning to learn, though none of the teachers
used those expressions.
However, the teachers said that even if, for example, the software continually changes, there is
essential basic competence in the vocations. Hence, the results indicate that continuous learning
is about recontextualisation of knowledge, as is described in this quote from R10:
“We expose students to various technologies and equipment. We go through maybe 12
or even more different types of software in a year. With this frequent exposure, students
must be able to familiarise themselves with new tools quickly. In this way, they need
to be able to see that this tool is similar to one I have used before. Then they can
intuitively think about how things should work in this software.”
The teachers regarded the internet as an essential resource for self-directed learning, as
expressed by R3: “They may have to familiarise themselves with new things very often through
tutorials because the learning of the future partly relies on tutorials.” Thus, the results indicate
that self-directed, continuous learning is interconnected with problem-solving. Furthermore,
the teachers expressed the importance of students’ “ability, energy, and willingness to learn
new systems continuously” (R3). Also, regarding self-directed, continuous learning, the
teachers referred to the expectations from the enterprises, as expressed by R1: “Interest and
willingness to learn is emphasised as especially important.”
Perseverance
The category covers patience and the ability to engage in assignments over time. The following
quote from R9 is characteristic of how the teachers understood perseverance: “That they don't
give up. That they are willing to try once more and yet again. They must persevere and
experience that nothing is impossible but something that takes a bit longer.” The teachers
connected perseverance to the qualification requirements within media production and IT
enterprises, and R4 described the conditions in working life this way:
“Sitting down, working on a project over time, really delving deep into it, is a
competence that will become scarce. You can take Chat-GPT as an example. It's so easy
to say, write this for me, and you get, for instance, a code. It's a great tool, and learning
how to use it and make the most of it is important. But I think the ability to work on
things over time is important in the digital working life.”
301
The teachers also associated perseverance with working systematically, which is essential for
meeting deadlines. R6 stated: “It's about systematic planning, being organised, and having
structure in work towards deadlines.”
To sum up, the results from the interviews with the teachers showed that the teachers usually
spoke of the different 21st-century skills as interconnected. They regarded project-based
education arranged as authentic vocational assignments as crucial for developing students’
21st-century skills. These skills are related in complex ways and sometimes overlap one
another. Hence, it is difficult to establish a clear distinction between them. Furthermore, the
teachers related 21st-century skills to specific vocational contexts.
The programme description for the bachelor programme for TVTE
The formulations in the programme description are general and vague and must be interpreted
in relationship to 21st-century skills. Thus, we did not find it convenient to organise the excerpt
from the programme description in accordance with the categories used for the teacher
interviews. In the following section, we present the formulations that we interpreted as aligning
most closely with the descriptions of 21st-century skills.
The phrase “have knowledge of the working and societal life, the vocations, and the trades in
the education programme” on page 130 can be linked to the requirements for 21st-century skills
in the workplace and society. The excerpt from page 134, “can facilitate and lead learning in
schools and the workplace, based on the qualification requirements of the vocations, current
curricula, and governance documents”, can also be related to 21st-century skills. The quote
implies that TVTE students should connect the qualification requirements in the vocations with
the formulations in governance documents and curricula describing the TVET students'
learning outcomes. Furthermore, phrases such as “students should be able to analyse and meet
the future needs of the workplace” on pages 144, 145, and 148 can be linked to 21st-century
skills. However, general competence, soft skills, or similar terms are not used in the programme
plan.
Thoroughly reading the programme description, we only found four formulations that can be
directly related to 21st-century skills as described in the teacher interviews. The first
formulation is on page 7: “Vocational teacher candidates shall contribute to educating
independent and adaptable skilled workers.” This formulation can be connected to the
categories problem-solving and critical thinking and self-directed, continuous learning. The
following formulation is on page 9, where the expression critical thinking is used. “They shall
contribute to students developing critical thinking and ethical awareness related to technology
and media and how these influence society.” This formulation is directly related to the
qualification requirements of the professions the educational programme prepares for.
The two formulations “can facilitate effective collaboration and group processes” and
“facilitate constructive and inclusive learning environments” on pages 133 and 137 are
connected to the category collaboration and teamwork. The teachers understood collaboration
and group processes to be closely linked to an overall focus on project-based assignments in
the education programme. We did not find this link expressed in the programme description.
In summary, the formulations related to 21st-century skills in the programme description are
limited and vague. As the formulations are open to various interpretations, it is difficult to
know how much emphasis is placed on 21st-century skills in TVTE.
302
Discussion and implications
The results suggest that the TVET teachers understand 21st-century skills as strongly tied to
the specific vocations in the education programme. Even if the teachers refer to generic skills
such as cooperation and self-directed, continuous learning, they elaborate on the particular
requirements for 21st-century skills related to the qualification demands in the vocations in the
education programme. Furthermore, as digital skills are among the essential hard skills in this
education programme, the teachers did not refer to digital skills as 21st-century skills, as is
done in other contexts. Thus, the study indicates that 21st-century skills must be contextualised,
defined, and related to a specific context, as Mulder (2012) argues. The results correspond with
the findings from previous studies in TVET, suggesting that 21st-century skills such as
collaboration and communication are contextual and directly linked to specific vocational
assignments (Hiim, 2013; Aakernes, 2020). Furthermore, the study suggests that it is difficult
to define a particular framework for 21st-century skills applicable to education on all levels
and vocations, and that different skills are interconnected. Therefore, the framework should
instead be open to interpretations in various contexts, understanding 21st-century skills as a
comprehensive skill set.
The research question guiding the study was: What is the relationship between the experience
of professional requirements for educating for 21st-century skills by TVET teachers in Norway
and the learning outcome descriptions in the programme plan for the bachelor programme for
TVTE? The study suggests that while the teachers’ perspective was concrete and practical, the
approach in the programme plan is vague and open to interpretation. Furthermore, the results
indicate that an essential vocational teacher competence is to facilitate learning 21st-century
skills in specific work-related situations during the school-based part of the education. This
perspective is vaguely formulated in the programme plan.
The results suggest a potential gap between the theoretical approach in the programme plan
and the practical needs and understandings of the teachers. Thus, the study indicates that there
might be a weak transitional coherence (Heggen et al., 2015) between teacher education and
the work the teachers are expected to carry out in the schools. Furthermore, there is room for
improvement in aligning the two. The study points to the importance of strong programme
coherence (Heggen et al., 2015) in teacher education in the form of a focus on meaningful
connections between the different learning arenas in the education. The TVTE students’
experiences of teaching and vocational practice regarding 21st-century skills could be used to
concretise the concept of 21st-century skills in education on campus.
However, as the formulations in the programme plan are vague, it is difficult to know what has
been in focus during the teacher education on campus. A limitation of this study is that we do
not have data, in the form of interview data with TVTE students and university teachers, that
sheds light on how education is carried out. This limitation also points to interesting
possibilities for follow-up studies in this field of teacher education. The results from this study
can be used as inspiration for similar studies on various aspects of technical vocational
education and teacher education in different European countries.
303
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