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Week 4:

Program and Practice

Evaluation

A Guide to Week 4 Readings

Chapter 2

Chapter 2:

The Interactive Model of Program Planning

The Interactive Model of Program Planning* (IMPP) is a "program planning model to guide . . . through what goes into planning effective and enjoyable learning programs" (Caffarella & Daffron, 2013, p. 28).

The IMPP "represents a way of thinking about program planning that is interactive in nature" (p. 46).

*See Figure 2.1 on page 29 of your textbook

IMPP:

11 Major Components

  • Context
  • Evaluation
  • Learning transfer
  • Instruction
  • Goals and objectives
  • Needs assessment
  • Support
  • Scheduling
  • Budgets
  • Marketing
  • Details

Tasks within each component of the Model

Described in detail in chapters 4 through 14

4 Differences

1. Not linear: “no real beginnings or endings” (p. 30)

2. Planning as a people activity: “real people plan real programs in complex organizations” (Wilson & Cervero, 1996a, p. 6)

3. Cultural differences are considered during planning process

4. Observed to be a “useful and practical tool” by planners (p. 31)

Assumptions Grounding the Model

1: Focusing on learning and change

2: Applying what is known about adults as learners

3: Honoring and considering cultural differences

4: Discerning the importance of power and interests

5: Building relationships

6: Making use of technology

7: Being ethical is fundamental

8: Accepting that program planners work in different ways

9: Understanding that program planners are learners (pp. 32-36)

Which components of IMPP to use and when

Four considerations for making professional judgement (p. 36):

1. All components of the IMPP are used often

2. Use of components depends on specific planning situations.

3. There are critical components which "need to be addressed at some point related to the program under consideration " (p. 36)

4. Components may need to be revisited due to unforeseen changes

Strategies for novice and experienced planners

Novice (p. 38)

  • Benefit from collaboration with more experienced planners
  • Typically address each component of the IMPP in a linear fashion
  • IMPP keeps them on task by itemizing specific task required for planning.

Experienced (p. 39)

  • Think of IMPP tasks as a planning tool, discerning which are essential
  • Capture components and tasks that are new vs. routine at the start of planning process
  • Can use the IMPP as an educative tool to teach others

;

Critical components for most planning processes

1: Discerning the context

2: Identifying program ideas

3: Developing clear program goals and objectives

4: Designing instructional plans

5: Devising transfer-of-learning plans

6: Formulating evaluation plans

Matching the substance of the program to the “context in which the learning is to be applied” (p. 37)

“Need for flexibility on the part of all involved in the program planning process” (p. 38)

Ethical dimensions of Program Planning

"Multiple factors that need to be considered in making and acting on program decisions that have ethical dimensions" (p. 41):

a) Personal values of program planners

b) Professional principles/codes of conduct

c) Organizational values

d) Values/Beliefs of the wider environment

Program planners must have a clear commitment to their own personal values and a commitment to a set of principles/codes of conduct (p. 41)

Chapter 3

Chapter 3:

Exploring Foundational Knowledge of Program Planning

"To assist program planners in using the IMPP in all kinds of situations, we explore five areas of foundational knowledge especially important to understand in both designing and implementating programs for adults - adult learning, cultural differences, relationship building, power and interests and technology" (Caffarela & Daffron, 2013, p. 52).

Adult Learning

In order to provide effective programming for adult learners, program planners must understand how adults learn.

Adult learning is knowledge derived from diverse sources and disciplines:

  • Cultural studies, psychology, anthropology, neurosciences, sociology (Merriam, Caffarella, & Baumgartner, 2007, as cited in Caffarella & Daffron, 2013).
  • Adult learning covers many topic areas, such as intelligence, narrative learning, experiential learning, transformational learning, and non-Western and Indigenous ways of knowing and learning (pp. 52-53).

Experiential (pp.53-54)

  • Experiential learning can occur in a variety of environments, both formal and informal; activities may be planned or spontaneous; can be group or one-on-one; can be face-two-face or online.

  • Experiential learning techniques include group simulation, storytelling, critical reflection, creative writing, coaching, conversation, mediation, music, movement.

  • Some experiential learning techniques are better in some circumstances/settings than others.

  • A key aspect of experiential and transformational learning is critical reflection/reflective practice through learning from experience.

Transformative Learning (pp. 54-56)

  • A learning process first conceived of and described by Mezirow in 1978.
  • One of the most influential and popular theories in adult education, even outside of Western culture.
  • Triggered by a meaningful event , or series of events
  • What constitutes a meaningful event is specific to the individual.
  • Critical reflection and reflective practice are integral elements of transformational learning.
  • According to Mezirow, the "basic elements of reflective practice that form the foundation of transformation learning - content, process, and premise reflection" (p. 56).
  • Content and process reflection allows people to reflect on their thoughts and change their thinking.
  • Premise reflection – critical reflection on personal beliefs and assumptions and sense making of experiences leads to transformational learning.

Non-Western and Indigenous Ways of Knowing and Learning (pp. 57-58)

  • How can program planners learn about Indigenous and non-Western ways of learning and knowing?
  • Publications with overviews of different ways of knowing from across the globe and various cultures. These can be resources can be technology- or print-based and can be fictional or non-fictional.
  • Collaborating with or consulting experienced practitioners who have worked across cultures and who utilized other ways of knowing/learning.

  • Indigenous and non-Western ways of learning and knowing have not yet been categorized, but there are a number of emergent themes across populations. The most common themes found in the literature are:
  • Learning is a communal act.
  • Learning as oral tradition.
  • Learners are connected the natural world.
  • Learning and knowledge are holistic and derive from learners’ cultures and daily lives.

  • Program planners can incorporate these non-western ways into many aspects of program planning, from evaluation, to instruction, to assessment.

Cultural Differences

  • In the past, program planners did not take cultural differences into account.
  • In order to acknowledge and honour cultural differences program planners must “…have a basic understanding of how culture is defined, how to build relationships across cultural borders, and how cultural differences affect communication (p.7).”
  • Culture is “…a set of values, beliefs, and practices grounded in common history and experiences shared by a group, which is viewed as distinct and different from that of other groups” (Rothman, 2007, p. 8, as cited in Caffarella & Daffron, 2013, p. 7).
  • Examples of the types of cultural differences found in adult education programs:
  • Language
  • Ethnicity
  • Gender
  • Social class
  • Spirituality/religion

Relationship Building

  • Program planners must be able to build relationship with all stakeholders.

  • Relationship building is “central to the work of program planners” (Caffarella & Daffron, 2013, p. 9)

  • Planners must have an understanding of others’ ways of learning and knowing in order to advance the planning process and to provide meaningful, accessible, and relevant programming

  • Stakeholders include:
  • Instructors and learners
  • Community and organization partners
  • Funding agencies
  • Other program planners
  • These can be can be either formal/informal and can occur across stakeholder groups.

Examples:

  • Informal: friendships (rare); mentoring.
  • Formal: supervisor/subordinates; boards/advisory committees.

  • Program planning is not culturally neutral – planning has a reciprocal relationship with culture.

  • Program planners must be cognizant of the effect of cultural differences on program planning in any country.
  • Cultural competence and the organizational values that support it are invaluable for program planners who are working in varied cultural settings.

  • Organizational values that support cultural competence in different cultural settings recognize that audiences from different cultures require (Netting, O’Connor, & Fauri, 2008, as cited in Caffarella & Daffron, 2013):

  • Respect for their unique culture and needs.

  • Appreciation that their culture shapes their values and behaviours.

  • Understanding that societal and/or organizational values and the values of cultural groups may not always align (i.e. there may be conflict).

  • Appreciation that certain cultures may value harmony, balance, and process over product.

To be successful, program planners need intercultural training and support. Cultural competence will enable them to build relationships with stakeholders successful and help them to create meaningful and respectful programming for their audiences.

Power Interests

  • Power is defined as the ability to influence others through position, reputation, expertise, persuasion, negotiation, and coercion, including armed force (Cervero & Wilson, 2006; Forester, 1989; French & Raven, 1959).

  • A key idea to grasp is that power can be used in either negative or positive ways.
  • Negative power is having control over people to the point where their options are limited in what we are able to do or think such as was exhibited in Apartheid in South Africa
  • Positive power enables one to assist others to achieve their goals, to give voice to those who have been silenced, to cross boundaries where deep divides exist, and to build relationships for the good of all involved.

Cervero and Wilson (1999) believed the primary role of educators is twofold:

  • use these power relations to provide top-quality and accessible programs
  • challenge the status quo in terms of the distribution of knowledge and power in society

Therefore, they contend that planners continually need to ask:

  • Are the best products being prepared?

  • Who benefits from taking these programs?

  • Who has been excluded or overlooked?

Technology

Technology is continually changing and becoming more accessible and easier to use. For the past few decades, program planners have focused heavily on integrating technology into their planning processes (Moore, 2012; Palloff & Pratt, 2007; Rocco, 2007). However, technology is still not used to its fullest potential in program planning practice. King (2003) and King and Lawler (2003) have proposed a number of reasons to explain this trend:

  • Lack of funding or resources
  • Lack of educators training on tool
  • Educators’ apprehension or misunderstanding of tools
  • A continually changing field of technology
  • In program planning, use of technology can improve planner efficiency, increase accessibility of resources, and reduce human error throughout the planning process.
  • Not only will this make the planner’s job easier but also better serve their clients and stakeholders who will most likely be using the newest technology and will expect the same for the program planner.
  • According to King and Lawler (2003), technology encourages and empowers educators to capture their greatest potential. 
  • Technology probably will not replace traditional ways of communicating and interacting with people but using appropriate technology can maximize program planners’ efficiency and better equip them to meet the demands of their trade.
  • A new technology tool should not be used just because it is the latest and greatest thing but because it is the best way to achieve the physical, cognitive, and emotional learning process.

Article Summary

Article

In this article, Sork summarizes Cevero and Wilson (1994) and provides a “friendly” critique, identifying strengths and weaknesses of their framework as a way to think about and engage in program planning.

Summary of Cevero and Wilson (1994) (pp. 81-82)

  • for too long the foreground of planning theory has been occupied by a concern with technique
  • flaws in the technical-rational lens have seriously distorted our understanding of planning
  • important social, political, and ethical dimensions of planning have either been ignored or relegated to the background
  • replace technical-rational perspective with one that brings into focus the social dynamics, or “peoplework,” of planning

Sork, T. (1996). Negotiating power and interests in planning: A critical perspective. New Directions for Adult and Continuing Education, 69, 81-90.

  • planner's work is always carried out in contexts that are marked by power relationships that will enable or constrain responsible planning

  • negotiation is the characteristic activity of program planning practice

  • central responsibility of planners’ practice is to work out whose interests will be represented in the planning process (“negotiating among the actors”)

  • responsible planning also involves applying knowledge and skills that have only an indirect or marginal relationship to the power and interests of the actors

  • discussion of negotiation is rather general, giving little attention to the character of the negotiations themselves.

  • no attempt is made to distinguish between different types of negotiations or to analyze the different strategies used in each.

  • requires a more complete set of analytical tools that capture the complexity of negotiations

Negotiation as a Metaphor for Planning (pp. 82-84)

Multiple Purposes and Planning (pp. 84-86)

Collaborative planning among diverse stakeholders involves conflict over whose interests will receive greater attention

  • it is very likely that planning will get lost or subverted in the complex interplay of power relationships, interests, and socio-structural and economic factors in such environments

  • who is empowered is largely determined by who has access to the planning table and who influences the decisions made there

  • planning is always constrained by time, so the task of adequately addressing multiple purposes is an ongoing challenge

Sources of Power in Planning (pp. 86-87)

"To fully understand planning, we must understand where power comes from and how it is distributed, redistributed, and exercised" (p. 86).

"An ethical stance must be taken on whose interests matter" (p. 86).

  • sometimes those who control access to resources are much more powerful than those seeking access to resources

  • although they urge planners to act ethically, there is little discussion of how one justifies decisions to manipulate people and circumstances to pursue specific interests

  • there is little discussion of the moral justification for actions that could easily be viewed as manipulative or anti-democratic

Actors and Their Identities (pp. 86-88)

We begin to form a mental picture of the actors and their interests, influence, and power when we know their gender, race, social and economic status, education, current position, and networks (p. 87).

This information "provides a basis for establishing human relationships, acknowledging and respecting differences, and finding common ground on which programs can be constructed" (p. 88)

Illustrates the complex interplay between the actor's identities, interests, and power

  • How accurate and complete are these images, and to what extent are they based on stereotypes?
  • Does having such information add depth to our understanding of the social dynamics of planning?
  • Does it motivate us to more fully engage because we have images of the actors, or does it encourage us to reach facile and premature conclusions about planning?
  • What information should we reveal about ourselves and seek to learn about other actors to strengthen our position as negotiators?
  • Should we selectively reveal information about ourselves, lest we weaken our position?

The Quest for Substantively Democratic Planning (pp. 88-89)

Sork quotes Apple (1992) in the article saying that "all people who are affected by a program and who have a stake in the program should be involved in the deliberation of what is important" (p. 88).

  • to assert that all good planning should be substantively democratic seems too easy.
  • a good deal of program planning is neither substantively democratic nor occurs in a substantively democratic context
  • one reason is that citizens have trusted others to represent their interests
  • some citizens become involved in planning only when they sense a grievous violation of this trust
  • Under what circumstances is it important to ensure substantively democratic planning?
  • What are the consequences of not engaging in substantively democratic planning in this particular circumstance?

Additional Resources

Additional Resources

&

References

Bens, I. (2018). Facilitating with ease! : Core skills for facilitators, team leaders and members, managers, consultants and trainers (4th Ed.). San Francisco, CA: Jossey-Bass.

Barkley, E. F., Major, C. H., & Cross,K. P. (2014). Collaborative learning techniques : A handbook for college faculty (2nd Ed.). San Francisco, CA: Jossey-Bass.

TEDx. (2014, October 20). Liz Ogbu: Why I'm an architect that designs for social impact, not buildings [Video file]. Retreived from: https://www.youtube.com/watch?v=x0MnGZ1gB4k&feature=youtu.be

Caffarella, R. S., and Daffron, S. R. (2013). Exploring Foundation Knowledge of Program Planning. In Planning Programs for Adult Learners: A Practical Guide. Third edition. [PDF file]. San Francisco: Jossey-Bass. Retrieved from ProQuest Ebook Central, https://ebookcentral-proquest-com.ezproxy.lib.ucalgary.ca/lib/ucalgary-ebooks/detail.action?docID=1119447.

Cervero, R. M., & Wilson, A. L. (1994). Planning Responsibly for Adult Education: A Guide to Negotiating Power and Interests. San Francisco: Jossey-Bass.

Sork, T. (1996). Negotiating power and interests in planning: A critical perspective. New Directions for Adult and Continuing Education, 69, 81-90.

 Wilson, A., & Cervero, R. (1996). Learning from practice: Learning to see what matters in program planning. New Directions for Adult and Continuing Education, 1996(69), 91-99. doi: 10.1002/ace.36719966911

References