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How do professionals with responsibilities for children use reflection as a tool to enhance their practice?

Introduction

Professional practice necessitates the use of specialised skills to solve real-life challenges. In dealing with children and families, professional practice is further complicated by ethical scenarios that are ever present. Professional practitioners are from time to time entangled between justice-based ethics and care-based ethics (Johns, 2009). The responsibilities for children and families require a high level of skillset that is enhanced in several ways, professional refection being one of them. The professionals have to keep abreast with the most current legislation affecting children and families, as well as the changes in the professional code of practice. In dealing with children services, getting it right for every child (GIFREC) is a national program in Scotland designed to provide the guiding framework for professional practitioners with responsibilities for children working within this jurisdiction (Government of Scotland, 2018). The paperill explore the contemporary issues affectedn direct practice with children and families, how the early year’s practitioners use reflection to enhance their skills, and how they cope with ethical quandaries that arise in their line of duty.

The information sharing comes with a possible conflict between the ethical principle of confidentiality and the need to share confidential information regarding the backgrounds of the children in promoting their well-being. However, the information sharing policy is backed by a noble rationale in aiming at preventing some seemingly minor issues identified at early stages from turning into serious problems at later stages of life. To strike a balance between the two perspectives, there are rules that professionals are required to abide by during information sharing (Johns, 2009). The rules include the requirement that such information sharing must be done under the requirements of The Data Protection Act (2018) (Government of Scotland, 2018). The requirements are that such information must be used lawfully and transparently, and the subjects of such information must be protected. Also, the information to be shared must be that which is necessary and relevant to the nature of the child services. Also, there should be a record of the information shared and a clear justification of why such information has been shared. Finally, the child or the family, or the guardian of the child whose information is shared among the various child services must be made aware of the rationale behind such information sharing (Redmond, 2017).

Professional practitioners are by law required to consider whether it is suitable to share the information they have on a child with other professionals who may require it when performing other kinds of child services. For instance, a professional working in a foster home may identify that a child has undergone through some adverse childhood experiences (ACEs) such as violence and neglect, which affects their later growth and development stages.  ACEs affect how the child learns and copes with stress at later stages of life. Thus, such information should be shared with the early childhood development teacher to ensure that they understand the special education needs of the child. With such information, the teacher may recommend that the child undergoes counselling to help them build skills such as stress coping and how to socialise with their colleagues (Johns, 2009). The professional counsellor will also require to understand the child’s background in order to effectively provide the suitable guidance to support the child (Reamer, 2013).

The benefits of the bill include bringing about a level of consistency, coherence, and clarity in the nature of the services that are offered to the affected children all over Scotland. The law as spelt out in the Children and Young People (Information Sharing) (Scotland), and the Data Protection Act (2018) provides the guiding principles of how the process should be conducted (Government of Scotland, 2018). The implication of the policy is that it promotes interoperability between different agencies offering various kinds of child services. Professionals are prompted to work together in sharing knowledge and information regarding the children with a combined objective of promoting the lifelong well-being of the child. Thus, professional practitioners are induced to embrace the principles of teamwork, as more positive outcomes are achieved through working together (Stanford, 2009).

Another contemporary issue affecting practitioners is the single planning framework that requires the children who require special attention to each have a unique “Child’s Plan”. The policy was captured in the Children and Young People (Scotland) (2014) and the implementation was scheduled to be conducted in the year 2018 (Government of Scotland, 2018). The Child’s Plan is targeted to the children who require some sort of special support that is not generally offered to all children. The children in need of special support include orphaned children, children raised by single parents, children with disabilities, and children who have suffered one or more ACEs. The components of a Child’s Plan include a highlight of the professional support that the child requires, explanations of the relevant actions required to provide the relevant support, the description of the professional services required by the child, the objectives of the support provided to the child, and a mechanism of how the outcome will be assessed and reviewed. Furthermore, the child’s plan details the lead professional who is responsible for monitoring the child’s development process (Redmond, 2017). The aspect of the Child’s plan affects how professionals work in fulfilling their responsibilities to children. The professionals must be familiar with such a Child’s plan where present, to ensure that the nature of the services they offer to the child is consistent with the particular needs of the child.

The lead professional is a practitioner such as a social worker who is assigned the responsibility of seeing that the child’s plan is properly managed as has been set. The lead professional is responsible for making sure that they inform the parent or guardian of everything that is happening at the various stages of the Child’s plan. As such they should strive to get the parents or guardians involved in the decisions pertaining to the welfare of the child (Johns, 2009). The lead professional is also required to be up to date with the progress of the child with respect to their plan. The professional ascertains that the program is up to date, accurate and is responsible for the regular review of the plan. Finally, the lead professional is required to work with the particular named person assigned to the child (Reamer, 2013). The named person refers to the particular chosen contact person whom the parents, guardians or other professionals dealing with the child can get in touch with for the relevant information concerning the support required for the child. The lead professional refers to a party chosen to oversee the services offered to a child based on their skill set and experience that gives them the know-how of how to assist the child. The lead professional works in conjunction with the named person, and parents or guardians of the child.The main challenge to the professional is understanding the child’s needs through interaction. Additionally, the family or guardians of the children might pose a challenge by proving to be difficult to work with. As such, the implication for policy is that professionals be trained on some of these difficulties so that they can learn to differentiate the difficulties posed by parents/guardians with identifying the needs of the child (Stanford, 2009).

The lead professional is normally appointed by one of the services providing support to the child. The most critical role of the lead professional is to ensure there is coordination and consistency in all the child services that are offered to the child (Banks, 2016). Thus, the lead professional acts as the link between the child and other various professionals offering different sorts of supporting services to the child (Banks, 2012). As can be observed, the professional practice for those involved with roles and responsibilities for children entails practitioners working more and more harmoniously and as a team. Contemporary early year’s care entails more than just the technical skills required to fulfil certain tasks but also involves managerial skills that help the practitioners work as a team comprising of the children, other professionals, and the parents or guardians. Practitioners also require management skills in the setting of the plans for support and services that the child requires, as well as coordinating and monitoring the support framework given to the child.

How do professionals with responsibilities for children use reflection as a tool to enhance their practice?

Reflection is an essential tool for enhancement of the practice amongst professionals in various fields. The professionals in their various areas of specialisation are able to apply reflection during the decision-making process. Reflective practice involves the synthesis of the experiences and routine occurrences in the past that gives an insight on how to approach a problem.  The practitioners dealing with minors deal with issues relating to how children understand different things differently from adults, and how they have difficulties processing information most of the timens, 2009). Reflection prompts a professional to make correct judgements concerning the desirable behaviours that should be imitated by children. Thus, desirable behaviours are shaped since the professionals realise what leads to unwanted characters amongst the clients. A deeper reflective analysis enhances effective learning process as the professionals learn how to extend the learners knowledge basing on the experiences.  The learning theory cycle proposed by Kolb (2014) describes the four stages of how the learning process is enhanced through experience and reflection (Wilding, 2008). The model stipulates that knowledge is attained through the reflection of the past events and forming conclusions. The practical approach to solve a problem links an individual experience with the theoretical knowledge.

The four stages stated by Kolb’s reflective cycle are Experience, Reflection, Conceptualisation, and Planning (Cheung and Delavega, 2014). Experience forms the basic foundation of the learning process as each individual encounter a unique circumstance that is directly or indirectly linked to future events. When professionals encounter a similar situation makes a reference to past events and come up with effective approaches to deal with the issue. The model by Kolbs acknowledges that the situations tend to rewind in the future.  The more experience a professional has reflects the strong capabilities to develop more effective strategies towards solving an issue (Kolb, 2014). Conceptualisation stage implies the development of a hypothesis from the past encounters that should be proven for future references. The hypotheses created in the mind forms a theoretical model of understanding why the situation happened. Planning is the final stage by Kolbs and entails testing of the hypothesis developed during the conceptualisation stage. However, one of the leading challenges of this cycle is that there are sometimes deviations which are created by unforeseen circumstances. As such professionals have a difficult time adjusting to these unforeseen issues. On the positive side though, the cycle acts as a model and a point of reference for the professionals and it helps childcare professionals compare the progress of the children under their care to the expected progress according to the cycle (Kolb, 2014). The future experiences can be against or in accordance with the hypotheses created in the mind (Cheung and Delavega, 2014). Appropriate and more relevant techniques are generated during reflections which leads to positive outcomes in intervention programs (Kolb, 2014). Thus, reflection provides a model for effective decision making and problem-solving approaches by the professionals.

Childcare professionals are required to undertake an administrative role in addition to the intervention role.  An administrative responsibility is more of a managerial aspect as the professional needs to explore the various alternatives to approach an issue. Sharing the experiences with colleagues provides a platform to explore an issue in a critical and multiple dimensions hence narrow down the approaches (Kolb, 2014). The reflective cycle by Gibbs examines how situations in the future can be improved through reflecting on the past experiences (Gibbs, 1988). The theoretical framework explores six stages of how past experiences can be used as tools for approaching future problems. The six stages of Gibb’s theory are Description, Feeling, Evaluation, Analysis, Conclusion and Action plan (Wilding, 2008). Description stage entails answering the questions about what happened and the roles played by the individuals involved. The description of the problem leads to the identification and definition of the individual roles and responsibilities (Cheung and Delavega, 2014). The definition of the roles in the problem context leads to a self-assessment as the practitioners realise whether they acted in a competent manner during the situation. Linking the implications of the event with the roles played actualises mistakes and failure to accomplish individual duties. Therefore, the practitioners through the self-assessment formulate mistake avoidance and improvement plans during the reflection process. The Feeling stage entails a critical analysis of the implication of the actions taken by the practitioners that influenced the event in either way. This critical analysis involves the practitioners engaging in a process of asking questions on how to better understand the situation. The outcome from the feeling stage is that the practitioners understand the event more, and the direction they would take in future in case they were in a similar situation. It therefore acts as a learning experience to the practitioners. The positive thoughts lead to desirable outcomes and vice versa. The professionals acknowledge and uphold the thoughts that bring positive changes after a critical analysis of their actions (Johns, 2017). The negative and positive implications of the actions are thereafter evaluated to replace the approaches that lead to undesirable outcomes. Evaluation step prompts the professionals to view the problem in multiple perspectives in order to tackle the issue in a more strategic manner. The fourth step of the Gibbs reflective cycle involves the analysis of the lessons learnt in both the positive and negative experiences (Gibbs, 1988). Lessons learnt from positive encounters equip the professional with skills that can be applied to similar situations while those from negative experiences illustrate the need to improve. The conclusion stage entails a deeper view of the past situation and what else could be done to bring about positive outcomes. The final step of the reflective cycle involves the development of the action plans that will improve the events in the future (DuBois and Miley, 2013).  The Gibbs reflective cycle describes how professionals can shape their actions and those of their clients to achieve better outcomes to the puzzling circumstances.

Rational decisions are achieved when a professional integrates experience in the action plans. Rational thinking makes the professionals plan on how they will engage the clients in the problem-solving process (Cheung and Delavega, 2014). For instance, the children and families can be made part of the solutions to contemporary issues in the society which leads to positive outcomes. Schon model demonstrates how reflection plays a critical role in finding solutions to problems (Schön, 2017). The model suggests that reflection is a two-phase process that occurs during and after an event. Each phase illustrates how professionals exercise creativity to bring about positive outcomes of an event. The reflective-in-action phase involves the actions and decisions taken during an event. The actions taken by the practitioners during an event influences the outcomes either positively or negatively (Johns, 2017). An event translates to a positive outcome if a professional in the field take the necessary caution and avoid the actions that can lead to negative outcomes. Reflective-on-action is the second phase of the model that involves identification of the lessons learnt from the previous events (Schön, 2017). A professional is able to solve a problem more appropriately when they have an experience of a similar situation in the past.  In Scotland, the professional dealing with minors must have relevant experience to enhance positive outcomes of the intervention. GIRFEC requires the practitioners to exercise competency and rely on the past experiences for guidance on how to solve problems (Government of Scotland, 2018). The theoretical knowledge is given minimal consideration in the evaluation of the professional competency due to the dynamic nature of the society. The two phases of professional reflection by Schon nurtures the habit of behaviour monitoring amongst the professionals. A reflection during an occurrence encourages the professionals to be aware of the implications of their actions hence they develop a habit of situational monitoring of their undertakingsWilding, 2008). The practitioners are able to draw professionalism principles by upholding the actions that led to positive implications and eliminate those that resulted in negative outcomes.

GIRFEC requires the practitioners dealing with minors to exercise competency and ensure that the action plans developed results to positive outcomes (Government of Scotland, 2018). The professionals need to engage the parents and the children as part of the solutions for the effective delivery of the services. The practitioners are required to have relevant skills and experience in handling the issues relating to children. Experience is derived from the past encounters hence the need for individuals to exercise reflection. The professionals learn to accept the positive and negative feedback by evaluating the implications of their action (Johns, 2017). Reflection enhances the integration of theoretical knowledge with the beliefs and experiences in order to find the most appropriate solution to contemporary issues. Thus, professional reflection provides an essential platform where the practitioners recognise their identity and perform an actual diagnosis of their approaches to practice.

Ethical issues affecting practitioners with responsibilities for children

Confidentiality is a common dilemma faced by professionals dealing with the minors especially those handling teenagers (Reamer, 2013). Confidentiality is defined as the state of keeping private the personal information concerning the clients (Duyvendak, Knijn, and Kremer, 2006). The practitioners are entangled in an ethical quandary when the personal information concerning the children needs to be shared to the parents for effective practice.  The practitioners in Scotland are required to integrate the parents and the children in the intervention plan so as to enhance positive outcomes. The Children and Young People (Information Sharing) (Scotland) Bill formulated in 2017 by the Scottish government requires the practitioners to share information concerning the children for effective results (Government of Scotland, 2018). Confidentiality integrates the ethical values and principles such as dignity, integrity and the human relationship (Redmond, 2017). Information privacy assures the children of their dignity and positively influence their willingness to be part of the intervention plan. Self-determination and high esteem results when the practitioners are able to confine the information from the public (Reamer, 2013). Practitioners are required to be transparent and gain trust from the children, parents, and society at large for positive outcomes (Acquisti, Brandimarte, and Loewenstein, 2015). However, it becomes a challenge to keep information private due to the conflicting demands of the laws, children, parents, and society. The laws require each stakeholder to have a certain responsibility when it comes to keeping the information private. Sometimes the lines, which need not to be crossed by the government when using this private information for the benefit of the children becomes, blurred especially when the parents are not well informed. This could result to violations because basically the demands are based on each party using the information while respecting the rights of the other. Therefore, practitioners should be competent and exercise creativity when entangled in the confidentiality trap.

The paradoxical change theory by Beisser (2004) holds that a positive result occurs when an individual accepts the current situation.  The theory recognises that humans are unique and possess the abilities that are hard to be imitated (Beisser, 2004). The theory explains the minimal role of the professionals and states that change can only occur when individuals recognise their unique identity. The clients by seeking the therapy from professionals experience an intrapsychic conflict.  The dilemma is a result of the conflicting interest between the clients and the professionals (Acquisti,  Brandimarte, and Loewenstein, 2015). Therefore, the professionals should encourage their clients to accept their current situation and take up full responsibilities in order to change for the better. The theory suggests that the practitioners and patients should have equal roles during the practice. Professionals by playing the role of an expert in the situation lead to a top-dog situation where the patient is viewed to be helpless and hence relies on the change agents (Paterson and Chapman, 2013). The practitioners are entangled in the situation where the interest of the patients contradicts their interests when a top-dog scenario is created. For instance, a patient might be in a situation where they do not understand whether or not they should progress with a medical procedure but then the interest changes when a family member or their insurance company is involved since the situations change. The practitioners should hence encourage the patients to accept the current situation in order to enhance the positive outcome of the intervention.  Encouraging patients to believe that they are the change agents helps the professionals to uphold integrity in the duties since they will avoid ethical dilemmas brought by the conflicting demands (Johns, 2017). The theory further states that personal experience plays a critical role in bringing positive change during an intervention. An effective therapist tends to nurture his skills and competency by accepting whom they are rather than trying to be something different (Banks, 2016). The experience and knowledge to approach a problem are nurtured through the individual reflection of past events and developing effective action plans that can be applied in the future. Therefore, engaging the clients and parents in the action plan helps to solve the confidentiality dilemma amongst the professionals.

Conflict of interest is a major ethical issue affecting professionals as they conduct their duties. Conflict of interest refers to the aspect where a particular decision by a professional is influenced by a personal benefit in a way (Duyvendak, Knijn, and Kremer, 2006). For instance, a professional involved in a particular child care service may have an attachment with a particular child through being related or knowing the family at a personal level. Also, the professional practitioner may also receive a gift from the child’s family causing him/her to treat the child differently from the other children. Conflict of interest is a serious concern since it adversely affects the quality of service delivered (Redmond, 2017). Conflict of interest is prevalent for professionals with responsibilities for children since many of them work in environments where they have relations with the children’s parents or guardians. These professionals know these parents personally and most of the time understand the challenges they go through and as such they might be biased in their approaches. Thus, it is quite crucial for social workers to have the ability to recognise the existence of a conflict of interest and have the skills to deal with such situations.

The professional code of conduct does not allow practitioners to accept any kinds of gifts from the people they serve (SSSC, 2016). The rationale between these ethical principles is that the exchange of gifts between practitioner and the parent or guardian of the child eliminates objectivity and can cause biases in how the practitioner treats different children (Banks, 2008). For instance, the practitioner may devote more time and resources to the child whose parents he knows personally and understands the financial challenges they go through. Such biases may develop consciously or unconsciously (Stanford, 2009). The aspirational of the professional code of conduct is that all the children should be treated fairly and equally regardless of their background. With a conflict of interest brought about by the monetary or other forms of reward given to the practitioner, it becomes almost impossible for all the children to receive the same level of service as is desired by the professional code of ethics (Paterson and Chapman, 2013).

When there is unequal treatment of the children, the objectives of the particular support are defeated and the situation may even become worse (Duyvendak, Knijn, and Kremer, 2006). The children receiving less favourable attention from the practitioner may develop negative feelings and may therefore be affected in regards to their relationships with their practitioners. For instance, in a class environment, the children may feel less obligated to participate in classwork because they have an idea that their teachers have their own favourites (Reamer, 2013). .o avoid such eventualities, professional practitioners must always aspire to be fair and rational in conducting their mandate (Reamer, 2013). Thus, conflict of interest must always be avoided at all costs by practitioners to avoid disentrancing the children involved.

From the theory of paradox and change, the conflict of interest manifests itself when the roles of the practitioners, the children, and the parent or the guardian are not clearly defined. The practitioner may be overly focused on how they want to change the children according to their experience and vision (Beisser, 2004). Such a scenario may thus be a source of conflict between how the child or the parent of the child aspires them to be and how the practitioner intends to change them. To maintain a high level of integrity in such a scenario, the practitioner must abide by the ethical principle of autonomy. With the principle of autonomy, the professional acknowledges and respects the child’s right of self-determination (Banks, 2016). Thus, the practitioner should always involve the child, the named person and the parent or guardian in situations that require important decisions to be made. The decisions made by the child or their legal guardians should be given a higher preference.

Conclusion

Professionals dealing with minors are required to perform self-assessment of the past events in order to improve the outcomes in future situations. Experience is one of the requirements when dealing with minors in Scotland due to the existing complexities during practice. Problem-based knowledge is enhanced when the professionals share their experience with colleagues. Kolbs, Gibbs and Schon theories demonstrate how reflection enhances the development of positive outcomes. The theoretical models propose that the professionals are exposed to multiple techniques of handling a situation through the experiences. Reflection enhances the effective knowledge acquisition since the professionals inspire the learners to base their conclusions and arguments from what they have ever encountered. Professionals perform an accurate assessment of their work through the reflection process. The practitioners are able to distinguish their roles and those of the clients through assessment of the past events. The professionals learn to be accountable for their actions through a critical analysis of their actions in regard to the implications of the situation. The ethical dilemma faced by the practitioners can be handled effectively through the integration of the past encounters with theoretical knowledge.

 

 

References

Acquisti, A., Brandimarte, L. and Loewenstein, G., 2015. Privacy and human behavior in the age of information. Science, 347(6221), pp.509-514.

Banks, S., 2008. Critical commentary: Social work ethics. The British Journal of Social Work, 38(6), pp.1238-1249.

Banks, S., 2012. Ethics and values in social work. Macmillan International Higher Education.

Banks, S., 2016. Everyday ethics in professional life: social work as ethics work. Ethics and social welfare, 10(1), pp.35-52.

Beisser, A.R.N.O.L.D., 2004. The paradoxical theory of change. International Gestalt Journal27(2), pp.103-108.

Cheung, M. and Delavega, E., 2014. Five-way experiential learning model for social work education. Social Work Education33(8), pp.1070-1087.

DuBois, B.L. and Miley, K.K., 2013. Social work: An empowering profession. Pearson Higher Ed.

Duyvendak, J.W., Knijn, T. and Kremer, M., 2006. Policy, people, and the new professional: de-professionalisation and re-professionalisation in care and welfare. Amsterdam, Amsterdam University Press.

Gibbs, G., 1988. Learning by Doing: A guide to teaching and learning methods. Further Education Unit. Oxford Polytechnic: Oxford.

Johns, C., 2009. Guided reflection: Advancing practice. John Wiley & Sons.

Johns, C. ed., 2017. Becoming a reflective practitioner. John Wiley & Sons.

Kolb, D.A., 2014. Experiential learning: Experience as the source of learning and development. FT Press.

Paterson, C. and Chapman, J., 2013. Enhancing skills of critical reflection to evidence learning in professional practice. Physical Therapy in Sport14(3), pp.133-138.

Reamer, F.G., 2013. Social work values and ethics. Columbia University Press.

Redmond, B., 2017. Reflection in action: Developing reflective practice in health and social services. Routledge.

Schön, D.A., 2017. The reflective practitioner: How professionals think in action. Routledge.

SSSC., 2016. SSSC Codes of Practice for Social Service Workers and Employers [online] Available from: < http://www.sssc.uk.com/about-the-sssc/multimedia- library/publications/37-about-the-sssc/information-material/61-codes-of-practice/1020- sssc-codes-of-practice-for-social-service-workers-and-employers >

Stanford, S., 2009. ‘Speaking back’to fear: Responding to the moral dilemmas of risk in social work practice. British Journal of Social Work, 40(4), pp.1065-1080.

Wilding, P.M., 2008. Reflective practice: a learning tool for student nurses. British Journal of Nursing17(11), pp.720-724.

Www2.gov.scot. (2018). Getting it right for every child (GIRFEC). [online] Available at: https://www2.gov.scot/gettingitright [Accessed 28 Nov. 2018].

 

How will you address significant qualitative risks outside the company that might affect project success?

Discuss any risks that might affect the success of the project and how you have planned for those contingencies.

Note: The risks (and opportunities) you identify should demonstrate an understanding of the company (Nordstrom, Inc.) you selected, the industry, the investment project you are proposing, and your project’s country and timing. Estimates of financial impacts will be only preliminary; and will most likely be revised later.
Specifically, the following critical elements must be addressed:
Section – Risks:
1. Internal. What are the company’s most significant internal risks and opportunities related to the project? How might they affect your financial estimates and how will you address them? Support your response with specific examples.

2. External. How will you address significant qualitative risks outside the company that might affect project success? Give specific examples. For example, how might culture or politics in the target country affect the proposed investment’s financial success? Natural disasters? How have you planned for these risks?

3. Microeconomic. Assess the microeconomic factors that might affect decisions about the proposed investment. Support your response with specific examples. For example, how competitive is the market you will be entering? How elastic is the price for your product or service?
4. Alternate financial scenarios. Use this section to discuss the sensitivity of your financial projections to different scenarios. Be sure to address:

a. How would your projected financial performance change if sales fall 20% short of or are 20% higher than your base assumption? What does your analysis of these two scenarios imply for the proposed investment? Justify your response.

b. What do the net present value, internal rate of return, and payback values from your base scenario and the sales variation scenarios above imply for the proposed investment? Be sure to explain how the time value of money affects your calculations and analysis.

Guidelines for Submission: Paper should be approximately 8-10 pages in length (excluding any tables, other exhibits, and list of references as necessary). It should be double-spaced with 12-point Times New Roman font and one-inch margins, and should use APA format for references and citations.

Why a government-guaranteed housing entitlement is unnecessary?

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Housing Policy Debate
ISSN: 1051-1482 (Print) 2152-050X (Online) Journal homepage: http://www.tandfonline.com/loi/rhpd20
Comment on Chester Hartman’s “The case for a
right to housing”: Housing is a right? Wrong!
Peter D. Salins
To cite this article: Peter D. Salins (1998) Comment on Chester Hartman’s “The case for
a right to housing”: Housing is a right? Wrong!, Housing Policy Debate, 9:2, 259-266, DOI:
10.1080/10511482.1998.9521294
To link to this article: http://dx.doi.org/10.1080/10511482.1998.9521294
Published online: 31 Mar 2010.
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Housing Policy Debate • Volume 9, Issue 2 259
q Fannie Mae Foundation 1998. All Rights Reserved.
Comment on Chester Hartman’s ‘‘The Case for a
Right to Housing’’: Housing Is a Right? Wrong!
Peter D. Salins
State University of New York
Abstract
Although currently neither politically nor fiscally feasible, the notion that access to
inexpensive, presumably high-quality housing should be a government-guaranteed
universal right would be a terrible idea even if it were popular and affordable. The
proposition fails on three counts. It isn’t necessary. It doesn’t make economic sense.
And, most compelling, were such a policy to be implemented, its putative beneficiaries
would not thank us.
Even if we should not promulgate ‘‘a right to decent, affordable housing,’’ we want
to assure that all Americans have access to decent, affordable housing. Happily, we
can count on the private housing market (coupled with rising prosperity) to serve
95 percent of the country’s households. Serving the remaining 5 percent requires
concerted measures to scale back onerous housing regulations that prevent the private
housing sector from meeting the needs of lower-income and untypical households.
Keywords: Housing; Affordability; Markets; Policy
Introduction
For the better part of the twentieth century, liberal housing advocates
in the United States (and their counterparts in other industrial
countries) have asserted that inexpensive, high-quality housing
is a birthright of all citizens in an affluent, modern, and
enlightened society and that it is government’s obligation to fund
and implement that birthright. Chester Hartman’s article is only
the latest in an exceedingly long catalog of such assertions. But although
the arguments Hartman makes in recapitulating the case
for a housing guarantee hardly differ from those of earlier passionate
housing reformers such as Catherine Bauer Wurster, the contemporary
context in which he makes them is radically different.
Public confidence in the ability of government programs to solve intractable
societal problems is at an all-time low. Taxpayers are increasingly
disinclined to support existing costly entitlements (other
than those intended for the middle class), let alone add new ones.
And the fruits of six decades of government subsidization and sponsorship
of low-cost housing—efforts that never made housing an
entitlement but that were nonetheless grounded in the premises of
260 Peter D. Salins
housing advocates—have been largely disappointing. Against this
backdrop it is easy to dismiss Hartman’s proposition as not only
anachronistic but laughably quixotic (a term that even he applies to
the effort). Nevertheless, because Hartman’s clarion call may still
ring true for a sizable minority of well-meaning people—especially
among the ranks of planners and social welfare professionals, not to
mention judges—it deserves a thoughtful response.
Although currently neither politically nor fiscally feasible, the notion
that access to inexpensive, presumably high-quality housing
should be a government-guaranteed universal right is a terrible
idea even if it were popular and affordable. The proposition fails on
three counts. It isn’t necessary. It doesn’t make economic sense.
And, most compelling, were such a policy to be implemented, its putative
beneficiaries would not thank us.
Why a government-guaranteed housing entitlement is
unnecessary
Housing conditions in the United States have improved steadily
and inexorably during this century, especially in the five decades
since the end of World War II, the period in which nearly 80 percent
of all currently occupied dwellings were built. It is not hyperbolic to
assert that today American housing conditions are not only better
than they ever were but that they are the best in the world. Virtually
all of this improvement has resulted from a combination of rising
household incomes and the dynamics of the private housing
market. The historical indicators of housing inadequacy were overcrowding
(which Hartman still alludes to), dilapidation, and lack of
private plumbing facilities. By none of these measures do we have a
serious housing problem today. In 1940 more than 20 percent of all
dwellings were overcrowded (occupied by more than one person per
room). Fewer than 5 percent are today. In 1940, 18 percent of all
dwellings were severely deteriorated physically. Only 2 percent are
today. In 1940 over 45 percent of all dwellings lacked a complete set
of plumbing fixtures in bathrooms and kitchens. By 1990 only 1
percent suffered from such deficiencies (U.S. Bureau of the Census
1990).
Few Americans even judge their housing conditions by these antiquated
standards any more. Most Americans are no longer satisfied
with merely adequate housing. They want luxurious housing, and
they are getting it. Even as American households get smaller, their
homes are getting larger. In 1960 the typical dwelling was 1,200
square feet and occupied by 3.1 persons. By 1990 the typical home
had grown to more than 1,700 square feet, occupied by only 2.4 persons.
Practically all homes have refrigerators (most self-defrosting).
Comment on Chester Hartman’s ‘‘The Case for a Right to Housing’’ 261
Eighty percent have washing machines and 70 percent have clothes
dryers. More than half have dishwashers. At one time the lack of
central heating was a housing concern. Today, central heating is
universal (and mandated by local housing codes), and air conditioning,
once a true luxury enjoyed only by the affluent, is now nearly
as ubiquitous. More than 44 percent of all dwellings have central
air conditioning. Most of the rest that need cooling have room air
conditioners (U.S. Bureau of the Census 1993). Not only dwelling
interiors have improved. Increasingly, homes sit on large, welllandscaped
properties, often with swimming pools and other site
amenities. Even apartment and town house complexes are often set
among luxurious grounds and include extensive communal recreation
facilities. Hartman is concerned about housing tenure. But the
most secure housing tenure is homeownership, and—at the rate of
65.4 percent—more Americans than ever before own their homes
(Joint Center for Housing Studies 1997).
Hartman and other reformers would likely counter that not only
have many Americans not benefited from the general trend, but
such improvement in housing conditions as has occurred is attributable
to a partial implementation of the housing reformers’ agenda.
But if any government programs have contributed to the massive
upgrading of American housing conditions in the last half century,
they have not been the ones that are the prototypes for Hartman’s
housing entitlement. Arguably, the Federal Housing Administration’s
and U.S. Department of Veterans Affairs’ trailblazing in making
homeownership more available and affordable in the decades
immediately after World War II may have played an important role
in fueling postwar suburban housing development, the major arena
in which Americans found better housing. The income tax deductibility
of homeowners’ interest and property taxes—a subsidy frequently
disparaged by Hartman and other housing reformers—may
be a factor in sustaining the high level of homeownership. And
government-initiated development of secondary mortgage markets
(i.e., Fannie Mae and Freddie Mac) have greatly expanded the
volume of housing finance.
But whatever the contribution that these nonmeans-tested housing
programs may have made, the traditional government housing programs
aimed at low-income households—the ones that Hartman
would expand in fulfilling his housing entitlement—have at best
contributed only a small increment of housing improvement, while
trapping their poor and near-poor clients in an isolated and inferior
housing submarket. The United States today has more than 1.3
million publicly owned or managed housing units, and another 3.5
million receiving a continuing stream of housing subsidies (U.S.
Department of Housing and Urban Development 1997). That represents
less than 5 percent of all dwellings. More to the point, much
262 Peter D. Salins
of this stock is perceived to be undesirable; much of it is expensive
to build and not especially affordable (even with subsidies). And
had these programs not been implemented, their beneficiaries
might have been better served in the primary housing market.
Why a government-guaranteed housing entitlement does
not make economic sense
When Hartman and other housing advocates argue that a massive
government investment in housing subsidies is money well spent,
and a bargain compared to defense outlays, they presuppose that
the primary obstacle to public support for such a policy is its prohibitive
cost. However, large-scale housing subsidies are a bad idea
not merely because they are expensive but because they distort the
economic dynamics of the housing market, with respect to both supply
and demand. The superior quality of America’s housing—as well
as its extraordinary variety—is no happy accident. It is a tribute to
the successful functioning of a relatively unfettered private housing
market that has been able to (1) efficiently and continuously produce
a high volume of housing responsive to a diverse set of consumer
needs and preferences, and (2) allocate that housing to a
mass market of consumers both rationally and equitably.
If government involvement in the provision of housing were significantly
extended, as Hartman proposes, the housing market would
become increasingly impaired, mainly to the detriment of housing
consumers—including the poor. Even existing housing programs,
marginal as they are, distort housing markets in the communities
in which they operate. Government agencies, operating in their own
right or as conduits for subsidies to private or nonprofit developers,
make inefficient housing producers; when they assist tenants they
distort the contours of housing demand. Most housing projects developed
by public agencies are expensive to build and maintain, and
usually designed to inferior construction and amenity specifications.
Federally mandated eligibility rules make them islands of extreme
poverty and social dysfunction, even by the standards of the poor
neighborhoods in which they are set. Publicly developed housing is
often so poorly designed that some public housing authorities have
resorted—amid widespread public approbation—to tearing them
down. Even when government programs underwrite privately
owned housing—Section 8, for example—many of the same problems
arise, and others are added. Subsidized for-profit landlords
often overcharge and undermaintain their units, and nonprofit
sponsor-owners often fail as managers or go broke.
This critique, which is now widely accepted, leads inexorably to the
case for housing vouchers. But the most extensive as well as perComment
on Chester Hartman’s ‘‘The Case for a Right to Housing’’ 263
verse market distortions result from the primary objective of all
housing programs—from public housing to vouchers—which is to
subsidize tenants. The most undesirable aspect of tenant subsidies
(including rent control) is that they misallocate housing. The
greater the subsidies, the greater the misallocation. Although the
bedrock principle underlying Hartman’s proposal, as well as most
housing reform efforts, is the promotion of equity, housing subsidies
subvert equity. Households with similar needs or incomes can end
up with housing of widely varying quality, because the subsidized
housing itself varies widely in quality. For households with different
needs or incomes, subsidies can have particularly perverse impacts.
Higher-income households can often secure larger subsidies than
households with lower incomes. Small households may get bigger
apartments than large ones.
But for urban residents, the most distressing misallocation is the
impact housing subsidies have on the social ecology of their communities.
Hartman stresses the importance of good neighborhoods and
clearly assumes that a housing guarantee would move more poor
households into good (i.e., middle-income) neighborhoods. But as
Husock (1997) and others have noted, to the extent that housing
subsidies promote this objective, they undermine the central role
the housing market has traditionally played in rewarding upward
social and economic mobility. Most hardworking, responsible households
see themselves slowly and laboriously climbing a ladder of
housing and neighborhood quality. From their perspective, subsidies
allow less industrious or less responsible households—even those
whose members might be drug dealers and violent teens—to get
better housing than they have and, adding insult to injury, to destabilize
their neighborhoods. In the end, the housing reformers’ objective
is largely unattainable, because working- and middle-class
households cannot be prevented from moving.
Why its putative beneficiaries would not thank us if a
government-guaranteed housing entitlement were
implemented
Having government develop or subsidize housing—whether in a
sweeping commitment like Hartman’s or through more typical incremental
programs—cannot satisfy the housing aspirations of
Americans, regardless of income or social class, because housing is
a consumer good, not a public good. While not always stated explicitly,
Hartman’s proposal and most housing reformers’ demands assume
that housing is a public good, or as it is sometimes stated, a
‘‘public utility.’’ When government policy treats a consumer good as
if it were a public good (as happens often in other societies) consumers
are sure to be unhappy. While few goods are purely ‘‘public,’’
264 Peter D. Salins
public goods can be distinguished from private ones by three key
characteristics. Their consumption presumably confers such a significant
benefit on the community that subsidies are justified to
make sure they are consumed in greater quantity or quality than
market forces of supply and demand would occasion. As such, they
are not to be consumed for their intrinsic enjoyment but as the
means to an end. Finally, because they serve the community as
much or more than their consumers, their quality need not rise
much above some threshold of adequacy. From the consumers’ perspective
these criteria mean: (1) there is no relationship between
what consumers pay for a public good and what it is worth, (2) consumers
rarely get much pleasure from a public good, and (3) they
rarely get a public good whose quality rises above a mediocre standard.
All goods that are now heavily subsidized—education, health,
transportation—meet some or all of these criteria; housing does not
and, more to the point, should not.
To begin with, it is hard to demonstrate the community benefit secured
by subsidizing housing. We can be persuaded to pay for our
neighbors’ public education because, arguably, it makes them better
citizens and more reliable workers. Using public funds to confer ostensibly
superior housing on selected members of the community
(regardless of the selection criteria) serves no equivalently compelling
community-wide interest. And the negative community impacts
of inferior housing, in aesthetics or—in extreme cases—public
health, can be more effectively controlled by regulation than subsidies.
But the most salient reason why we should not treat housing
as a public good is that few Americans—regardless of class or income—
view their homes as just a means to an end—that is, as
mere shelter.
Not only can housing vary widely in quality beyond the threshold of
‘‘decent’’ and ‘‘suitable,’’ it can vary widely in design and as a setting
for divergent lifestyles. All Americans—including the poor—
cherish these qualitative differences in their housing. Thus, we
would do the potential beneficiaries of a subsidized housing guarantee
no favor if we adopted a policy that truncated the diverse and
consumer-responsive private housing market by expanding a submarket
of arguably adequate but joyless ‘‘housing as a public good.’’
Wouldn’t vouchers—as in the case of food stamps (another consumer
good supported by subsidies)—allow us to have it both ways:
funding housing as a public good while permitting its quality to reflect
the standards of a private good? Probably not, because the
costs and equity effects (noted earlier) of applying vouchers to as expensive
and variable a commodity as housing lead inevitably to the
establishment of criteria and restrictions aimed at keeping them
within the quality limits of public goods. And the wider or costlier a
Comment on Chester Hartman’s ‘‘The Case for a Right to Housing’’ 265
voucher program becomes, the tighter the restrictions are likely
to be.
There is a policy alternative to a universal housing entitlement.
The most persuasive of the housing advocates’ arguments for a government
role in housing is that not all households are well served
by the private housing market. First, there unquestionably remains
some degree of racial discrimination in the sale and leasing of housing
that needs to be overcome. The best way to do so is not with
housing subsidies or by siting low-income housing developments in
middle-income neighborhoods, but through aggressive enforcement
of antidiscrimination laws. However, the most valid concern of
housing advocates is that households at the bottom of the income
and social scale have a hard time finding good quality housing that
is ‘‘affordable.’’ A recent estimate is that 5.3 million households—
primarily recent immigrants and single-parent families—spend
more than half their income on housing or occupy very inferior
dwellings (U.S. Department of Housing and Urban Development
1998). The proper response to this concern is not to lace unaffordable
housing with producer or consumer subsidies (especially when
they do not necessarily reach the poorest or most deserving households)
but to make privately developed and owned housing ‘‘truly
affordable’’ (i.e., without subsidies). In virtually every other consumer
good sector, private enterprises have been able to serve the
entire spectrum of American households. There is no reason why
housing need be an exception.
To the degree that the American private housing market cannot affordably
serve many of the country’s poorer or more idiosyncratic
households (e.g., the young, the old, the disabled), it is because a
variety of regulations—mainly at the local level—have made it difficult
to do so. Local housing codes (of the kind that Hartman applauds)
have raised the cost of housing production and, more seriously,
have inhibited the adaptation and reuse of existing dwellings
to make them suitable and affordable for poorer, smaller, and nontraditional
households. Unquestionably, the most binding constraints
on housing affordability arise from local zoning and subdivision
regulations, especially in the suburbs. Most suburbs (and
many cities) make housing more expensive by mandating unaffordably
large lot sizes, restricting multifamily housing, prohibiting
manufactured housing, and imposing expensive design and site
standards. The newer generation of local subdivision regulations
not only saddle developers with the full cost of building the municipal
road and utility infrastructure, they set much higher standards
for that infrastructure than are necessary (or than prevail in the already
settled parts of the community). The effects of local regulations
are magnified by the actions of housing lenders that look
askance at lower-cost and untypical housing developments. Just
266 Peter D. Salins
about every dwelling type in which this author lived as he was
growing up—all places that were both affordable and amenable for
a family struggling to make ends meet—would be impermissible in
most localities today.
In conclusion, no, we most certainly do not need or want ‘‘a right to
decent, affordable housing,’’ but yes, we want to assure that everywhere
in the United States we have decent, affordable housing.
Happily, we can count on the private housing market (coupled with
rising prosperity) to do 95 percent of the work in implementing
such an assurance. The remaining 5 percent—mainly devoted to
bringing down the cost of housing because housing quality is a fading
issue—requires concerted measures to scale back onerous housing
regulations that currently prevent private housing developers
and owners from meeting the needs and pocketbooks of lowerincome
and untypical households. It would be nice if housing advocates
like Hartman set aside their anachronistic aspirations and
unrealistic policy nostrums and supported such an effort.
Author
Peter D. Salins is Provost and Vice Chancellor for Academic Affairs of the State
University of New York.
References
Husock, Howard. 1997. We Don’t Need Subsidized Housing. City Journal 7(1):50–
58.
Joint Center for Housing Studies, Harvard University. 1997. The State of the
Nation’s Housing: 1997. Cambridge, MA.
U.S. Bureau of the Census. 1990. 1990 Census of Housing. Washington, DC: U.S.
Government Printing Office.
U.S. Bureau of the Census. 1993. American Housing Survey: 1993. Washington,
DC: U.S. Government Printing Office.
U.S. Department of Housing and Urban Development. 1997. A Picture of
Subsidized Households—1997. Washington, DC.
U.S. Department of Housing and Urban Development. 1998. America’s Affordable
Housing Crisis. Washington, DC.

How does the Visual Arts influence local Hong Kong students’ learning motivation?

My doctoral research proposal should include:
Proposed Research Plan & Vision Statement

Proposed Research Plan (max. 3500 words)
1. Abstract – A brief summary of my Ph.D. Research Proposal, and should be no longer than 200 words.
2. Keywords – An alphabetically ordered list of the more appropriate words or expressions (up to 12) that I would introduce in a search engine to find a research proposal identical to mine,
3. Introduction –

(i) Explain the background of the research study, focusing briefly on the major issues of its knowledge domain and clarifying why these issues are worthy of attention;

(ii) Develop aims and speculative research statement;

(iii) Design and Overview of my study – Concisely state significance of my research and the contribution that my study makes;

(iv) Mention some suggestions for the future use based on findings and experiences of conducting this study; (v) Summary
4. Research Context/Literature Review –

(i) Discuss the existing literature (What are the most important authors, findings, concepts, schools, debates and hypotheses?);

(ii) State the gaps that exist within the literature;

(iii) How will my proposed study/thesis address the gaps. (How does my project further existing knowledge?)
5. Research Questions –

(i) State a speculative research statement;

(ii) Research Questions (Suggested):

(1) How does Visual Arts integration influence local Hong Kong students’ English learning?

(2) What are local Hong Kong students’ experiences of integrating Visual Arts into their English learning processes?

(3) How does the Visual Arts influence local Hong Kong students’ learning motivation?

(4) How to design some lectures regarding English learning and Visual Arts learning’ in order to give English teachers more pedagogical ways as to the inclusion of artistic activities into teaching process?
6. Research Design –

(i) State conceptual framework such as educational theories or constructs which make up the framework for my study;

(ii) The theoretical perspective I will use when I design and conduct my research;

(iii) Why I have chosen this approach over others and what implications this choice has for my methods and the robustness of the study.
7. Research Methodology (Methods should contain details, backed up with an evidence-based argument that connects back to my literature review and should be introduced cautiously in order to leave room for future changes) –

(i) State setting and participants;

(ii) Data Collection: Discuss sample data collection strategies;

(iii) Data Analysis: Describe how to analyse data according to scholars’ theories;

(iv) Pre-empt potential challenges and assess ways to ensure that the proposed PhD-study will follow conventions that help ensure reliability, validity, and ethical conduct. For example, participants are provided for review and member checking;
8. Timeline – State a provisional timetable for the project.
9. Researcher Positionality – My experience, participation in research projects, or preliminary results that support the feasibility of the work (if applicable)
10. Limitations of my research
11. References/Citations* must be provided.
12. Appendices

Vision Statement
1. Contribution that I would like to make to the development of the above research in Hong Kong and to society (max. 350 words)

2. Other remarks in relation to the application for Hong Kong PhD Fellowship (max. 300 words)

Is the Federal Reserve more likely to implement expansionary policy or contractionary policy?

Changes in the Federal Reserve’s monetary policy have been directly affecting the U.S. economy that includes the financial institutions and markets. For this Final Paper, select one large U.S. financial institution/intermediary (e.g., a commercial bank, an investment bank/company, an insurance company, or any other financial institution) to evaluate how changes in the Federal Reserve’s monetary policy—expansionary or contractionary—have been affecting the U.S. financial institutions and markets
In your Final Paper,
Evaluate how the Federal Reserve monitors and influences unemployment and inflation in the U.S. economy.
Describe the Federal Reserve’s traditional and nontraditional monetary policy tools.
Describe the pros and cons of the Federal Reserve’s implementation of expansionary or contractionary monetary policy tools under different economic situations (e.g., a recession/depression vs. an economic boom).
Assess your institution\intermediary’s financial situations during the previous five years.
Appraise how your institution/intermediary has been responding to changes in the Federal Reserve’s monetary policy.
Explain how the Federal Reserve’s monetary policy affects your institution/intermediary in the financial market. Discuss in detail.
Explain how you would expect the Federal Reserve’s monetary policy to change in the next six months, based on the financial market today, addressing the following:
Is the Federal Reserve more likely to implement expansionary policy or contractionary policy?
How would this change affect your institution/intermediary and the financial markets?
How would your institution/intermediary respond to the anticipated Federal Reserve’s monetary policy change?

Discuss challenges related to managing performance and compensating employees from other countries.

Assignment 4: Cultural Information Paper
Due in Week 10 and worth 300 points
Your new employee is going to be moving overseas! Develop a cultural information paper that will help
them understand how to make the transition. (NOTE: You are able to choose any country-please
make sure the county of choice is logical for the position.)
Include in this paper:
a short introduction to the country,
the local customs,
what to expect, and
a list of what is needed to work in the country .
o For examgle: Certain countries requir~ a work visa. Include the requirements for the
w.-or-k -visa .
Include country-specific information needed to live and work in that country such as:
• transportation availability,
• housing costs,
• union influence,
• work week,
• typical vacation time, and
• anything specific to the country we would not experience in the US.
o For example: Some countries the children wear uniforms and go to school all year
This paper should be 6-8 pages.
NOTE: The position moving overseas is the job in your description from Week 3. Find creative
ways to incorporate your work from that assignment into this one.
professor or any a 1 1ona instructions.
Include a cover page containing the title of the assignment, the student’s name, the professor’s
name, the course title, and the date. The cover page and the reference page are not included in
the required assignment page length.————— – ——
Points: 300 Assignment 4: Cultural Information Paper
Criteria Unacceptable Fair Proficient Exemplary
Below 70% F 70-79% c 80-89% B 90-100% A
1. Provides an Did not submit or Partially discussed Satisfactorily Thoroughly
introduction to the incompletely an introduction to discussed an discussed an
country and customs, discussed an the country and introduction to the introduction to the
and what to expect there introduction to the customs, and what country and country and
country and to expect there. customs, and what customs, and what
Weight: 20% customs, and what to expect there. to expect there.
to expect there.
1
2. Gives details on what Did not submit or Partially discussed Satisfactorily Thoroughly
is needed to work in the incompletely the details on what discussed the discussed the
country discussed the is needed to work in details on what is details on what is
details on what is the country. needed to work in needed to work in
Weight: 30% needed to work in the country. the country.
the country.
3. Provides information Did not submit or Partially discussed Satisfactorily Thoroughly
about life in the foreign incompletely life in the foreign discussed life in the discussed life in the
country: transportation, discussed life in the country: foreign country: foreign country:
housing, schooling for foreign country: transportation, transportation, transportation,
children, and anything transportation, housing, schooling housing, schooling housing, schooling
unexpected housing, schooling for children, and for children, and for children, and
for children, and anything anything anything
Weight: 20% anything unexpected. unexpected. unexpected.
unexpected.
4. Provides information Did not submit or Partially discussed Satisfactorily Thoroughly
about the work culture in incompletely the work culture in a discussed the work discussed the work
foreign country: union discussed the work foreign country: culture in a foreign culture in a foreign
influence, work week, culture in a foreign union influence, country: union country: union
and typical vacation time country: union work week, and influence, work influence, work
influence, work typical vacation week, and typical week, and typical
Weight: 20% week, and typical time. vacation time. vacation time.
vacation time.
5. Clarity, writing More than 6 errors 5-6 errors present 3-4 errors present 0-2 errors present
mechanics, and present
formatting requirements
Weight: 10%
2
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Education
cause learning changes everything.””
Fundamentals of
HUMAN RESOURCE
MANAGEMENT ~=:~

Noe
Hollenbeck
Gerhart
Wright
©McGraw-Hill Education. All rights reserved. Authorized onlv for instructor use in the classroom. No reoroduction or further distribution oermitted without the orior written consent of McGraw-Hill Education.
What Do I Need to Know?
LO 16-1 Summarize how the growth in international business activity
affects human resource management.
LO 16-2 Identify the factors that most strongly influence HRM in
international markets.
LO 16-3 Discuss how differences among countries affect HR planning
at organizations with international operations.
LO 16-4 Describe how companies select and train human resources in
a global labor market.
LO 16-5 Discuss challenges related to managing performance and
compensating employees from other countries.
LO 16-6 Explain how employers prepare managers for international
assignments and for their return home.
©McGraw-Hill Education.
HRM in a Gl.obal Environment 1ots
• Most companies now function in global markets
• Exporting
• building facilities
• Entering alliances
• Trade agreements facilitate global activities
• NAFTA
• WTO
©McGraw-Hill Education.
HRM in. a Global Environment 2ots
Copyright© McGraw-Hill Education. Permission required for reproduction or display.
© McGraw-Hill Education.
As companies in U.S. and
Britain cut software jobs and
outsource to other countries
in order to drive down costs,
-countries such as India
continue to see employment
.
nse.
HRM in a Global Environment 3ots
Employees in an International Workforce
– Parent-country- the country in which the
organization’s headquarters is located
– Host-country – country (other than the parent country)
in which an organization operates a facility
– Third-country – a country that is neither the parent
country nor the host country
– Expatriates – employees assigned to work in another
country
© McGraw-Hill Education .
Figure 16.1 Levels of Global Participation
Parent
country
Host
countries
©McGraw-Hill Education.
Copyright © McGraw-Hill Education. Permission required for reproduction or display.
Domestic International Multinational
Corporate
headquarters
Corporate
headquarters
Corporate
headquarters
Increasing participation in global markets
Jump to Appendix 1 long image
description
Global
Corporate
headquarters
HRM in a Global Envi~ronment 4ots
Employers in the Global Marketplace
– International organization -sets up operations in one
or more foreign countries.
– Multinational company-builds facilities in a number of
different countries in an effort to minimize production
and distribution costs.
– Global organization – locates a facility based on the
ability to effectively, efficiently, and flexibly produce a
product or service, using cultural differences as an
advantage.
©McGraw-Hill Education.
Te.st Your Knowledge. (1ot3l
~~——— ——–
Hans works for a company who’s headquartered in France
and has foreign operations in Germany only. Hans is a
citizen of the Netherlands. Which of the following is most
likely true?
a) Hans works for a domestic company and is from the parent
country.
b) Hans works for a multinational company and is from the host
country.
c) Hans works for a global company and is from a third country.
d) Hans works for an international company and is from a third
country.
©McGraw-Hill Education.
HRM in a Global Environment sots
Transnational HRM system:
• Makes decisions from a global perspective
• Includes managers from many countries
• Based on ideas contributed by people representing a
variety of cultures
Decisions that are the outcome of a transnational
HRM system balance uniformity with flexibility.
©McGraw-Hill Education.
Factors Affecting HRM in lnternatibnal Markets 1ot6
Culture – a community’s set of shared
assumptions about how the world works and what
ideals are worth striving for.
• Greatly affects a country’s laws.
• Cultural influences may be expressed through
customs, languages, religions, and so o-n.
• Influences what people value, so it affects people’s
economic systems and efforts to invest in education.
• May determine effectiveness of HRM practices.
© McGraw-Hill Education.
Hofstede’s Five Di·mensions of Culture
1.lndividualism/Collectivism I Strength of the relation between an
individual and other individuals in the
society.
2. Power Distance I Way the culture deals with unequal
distribution of power and defines the
amount of inequality that is normal.
3. Uncertainty Avoidance I How cultures handle the fact that the
4. Masculinity/Femininity
5. Long-term/Short-term
Orientation
© McGraw-Hill Education.
future is unpredictable.
Emphasis a culture places on practices
or qualities that have traditionally been
considered masculine or feminine.
Suggests whether the focus of cultural
values is on the future (long term) or the
past and present (short term).
Factors Affecting HRM in lntern:ational Markets 2 ot a
©McGraw-Hill Education.
In Taiwan, a country that
is high in collectivism,
coworkers consider
themsel-ves more asg
rou p members instead of
individuals.
Factors Affecting HRM in International Markets 3ot6
Culture (Continued)
-Organizations must prepare managers to recognize
and handle cultural differences.
• Recruit managers with knowledge of other cultures
• Provide training
– For expatriate assignments, organizations may need
to conduct an extensive selection process to identify
individuals who can adapt to new environments.
©McGraw-Hill Education.
Factors Affecting· HRM in International Markets 4 ot s
Education and Skill Levels
– U.S., has a growing need for knowledge workers.
– Spending on education is greater per pupil in highincome
countries than in poorer countries.
– Countries need to foster economic development by
expanding access to education, thus creating a large
trained workforce.
– In countries with a poorly educated population,
companies will limit their activities to low-skill, lowwage
jobs.
©McGraw-Hill Education.
Factors Affecting HRM in International Markets sot 6
Economic System
• An economic system provides many incentives or
disincentives for developing the value of the labor
force.
• In developed countries with great wealth, labor costs
are relatively high, impacting compensation recruiting
and selection decisions.
• Income tax differences between countries make pay
structures more complicated when they cross national
boundaries.
©McGraw-Hill Education.
F·actors Affecting HRM in International Markets 6ot6
Political-Legal System
• Country’s laws often dictate requirements for HRM
practices: training, compensation, hiring, firing, and
layoffs.
• An organization that expands internationally must
gain expertise in the host country’s legal
requirements and ways of dealing with its legal
system.
©McGraw-Hill Education.
• Organizations will sometimes hire host- country
nationals to help in the process.
HR Planning in a Global Econom~ 1 ot~
• Relevant human resource issues: local market pay rates
and labor laws.
• HR planning includes where and how many employees
are needed for each international facility.
• Decisions about where to locate include considerations
such as cost and availability of qualified workers which
must be weighed against financial and operational
requirements.
• Outsourcing may be involved.
©McGraw-Hill Education.
HR Planning in a Global Economy 2 ot3
Criteria for selection of employees for foreign
assignments
1. Competency in employee’s area of expertise
2. Ability to communicate verbally and nonverbally in
the foreign country
3. Flexibility, tolerance of ambiguity, and sensitivity to
cultural differences
4. Motivation to succeed and enjoyment of challenges
5. Willingness to learn the foreign country’s culture,
language, and customs
6. Support from family members
© McGraw-Hill Education.
HR Planning in a Global Economy ~~~ _
Copyright @McGraw~Hilr Educatron:Permlsskin requffed tor reproducifon or display. ·
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Qualities associated with success in foreign
assignments are the ability to communicate in the
foreign country, flexibility, enjoying a challenging
situation, and support from family members.
©McGraw-Hill Education.
Figure 16.2 Emotion·al Stages Associated with a Foreign
Assignment
Copyright© McGraw-Hill Education. Permission required for reproduction or display.
©McGraw-Hill Education.
Test Your Knowledge _E_ot_3> ___ _
Rachel, an expatriate working in Japan is feeling very
uncomfortable in her surroundings. She often feels as
if she has said the wrong thing. Rachel is most likely in
which emotional stage of expatriation:
a) Honeymoon
b) Culture shock
c) Learning
d) Adjustment
© McGraw-Hill Education.
Training and Developing a Global Workforce 1 at 3
• Training and development programs should be effective
for all participating employees, regardless of their
country of origin.
• When organizations hire employees to work in a foreign
country or transfer them to another country, the employer
needs to provide employees with training in how to
handle the associated challenges.
©McGraw-Hill Education.
Training and Developing a Global Workforce 2 ot 3
Training Programs for an International
Workforce
1. Establish the objectives for the training and its
content
2. Developers should next ask what training
techniques, strategies, and media to use
3. Developers should identify any other interventions
and conditions that must be in place for the training
to meet its objectives
4. Developers should identify who in the organization
should be involved in reviewing and approving the
training program
—-~~~~~~~
©McGraw-Hill Education.
Table 16.1 Effects of Culture on Training Design
Individualism
Uncertainty
avoidance
Masculinity
Power distance
Time orientation
©McGraw-Hill Education.
Culture high in individualism expects participation in
exercises and questioning to be determined by status in the
company or culture.
Culture high in uncertainty avoidance expects formal
instructional environments. There is less tolerance for
impromptu style.
Culture low in masculinity values relationships with fellow
trainees. Female trainers are less likely to be resisted in lowmasculinity
cultures.
Culture high in power distance expects trainers to be experts.
Trainers are expected to be authoritarian and controlling of
session.
Culture with a long-term orientation will have trainees who
are likely to accept development plans and assignments.
Source: based on B. Filipczak, “Think Locally, Act Globally,” Training, January 1997, pp. 41-48.
Training and Developing a Global Workforce 3 ot 3
Cross-Cultural Preparation
1. Preparation for departure-language instruction and
an orientation to the foreign country’s culture.
2. The assignment itself-some combination of a formal
program and mentoring relationship to provide
ongoing further information about the foreign
country’s culture.
3. Preparation for the return home-providing
information about the employee’s community and
home-country workplace (from company newsletters,
local newspapers, and so on).
©McGraw-Hill Education.
Test Your Knowledge (3ot3J
–~——.1
Employees from a high-power distance culture
would feel most comfortable in a training class
that:
a) Involved several group activities with classmates
b) The teacher was the expert and responded
definitively to all questions
c) The teacher acted as a facilitator of group
discussion
d) None of these
© McGraw-Hill Education.
Foreign Assi:gnments
• Would you consider taking a foreign assignment
for a 6 months to 1 year duration?
A=Yes B =No
• Before you took on a foreign assignment, what
would you want to know?
© McGraw-Hill Education.
Cross-Cultural Preparation
• Training to prepare employees and their family
members for an assignment in a foreign country.
• Covers all three phases of an international
assignment:
1 . Preparation for departure
2. The assignment itself
3. Preparation for the return home
©McGraw-Hill Education.
Performance Management Across National Boundaries
When establishing
performance management
methods in other countries,
consider:
• Legal requirements
• Local business
practices
• National cultures
© McGraw-Hill Education.
Differences may include:
• Which behaviors are
rated
• How and the extent to
which performance is
measured
• Who performs the rating
• How feedback is
required
Compensating an lntern.ational Workforce 1ot3
Pay Structure
– Market pay structures can differ substantially across
countries in terms of both pay level and relative worth
of jobs.
– Dilemma for global companies:
©McGraw-Hill Education.
• Should pay levels and differences reflect what workers
are used to in their own countries?
• Should pay levels and differences reflect the earnings
of colleagues in the country of the facility, or earnings at
the company headquarters?
Figure 16.3 Earnings in Selected Occupations in Three Countries
per Year
80
70
60
50
40
30
20
10
0
Germany
Copyright © McGraw-Hill Education. Permission required for reproduction or display.
South Korea Mexico
_ Bus driver
Kindergarten teacher
Electronic equipment assembler
Plumber
Source: Wage and hour data from International Labour Organization, LABORSTA Internet, http://laborsta.ilo.org. accessed June 20, 2016.
©McGraw-Hill Education.
Jump to Appendix 2 long image
description

Describe postmodernism and make a distinction between modernism and postmodernism

Postmodernism

This module focuses of a postmodern perspective in educational research. Additionally, it offers the students the opportunity to reflect on the theories examined in the previous model and contrast different concepts.

Upon completion of this module, you will be able to:

  1. Describe postmodernism and make a distinction between modernism and postmodernism
  2. Explain the differences between pragmatism, idealism, and constructivism

To achieve these objectives, complete the following:

  1. Read Module 6 Articles
  2. Read Chapters 43, 73, and 74 of the textbook (Irby, B.J., Brown, G., Lara-Alecio, R., & Jackson, S. (2013). The handbook of educational theories. Charlotte, NC Information Age Publishing.)
  3. Complete Discussion Forum #5

 

 

Respond to the following questions in the forum below:

  1. How would you describe the difference between modernism and post-modernism?
  2. How would you define pragmatism and distinguish it from the concept of idealism?

 

 

How does hazards and safety training influence learning and performance?

The Dread Factor:
How Hazards and Safety Training Influence Learning and Performance
Michael J. Burke
Tulane University
Rommel O. Salvador
University of Washington Tacoma
Kristin Smith-Crowe
University of Utah
Suzanne Chan-Serafin
University of New South Wales
Alexis Smith and Shirley Sonesh
Tulane University
On the basis of hypotheses derived from social and experiential learning theories, we meta-analytically
investigated how safety training and workplace hazards impact the development of safety knowledge and
safety performance. The results were consistent with an expected interaction between the level of
engagement of safety training and hazardous event/exposure severity in the promotion of safety
knowledge and performance. For safety knowledge and safety performance, highly engaging training was
considerably more effective than less engaging training when hazardous event/exposure severity was
high, whereas highly and less engaging training had comparable levels of effectiveness when hazardous
event/exposure severity was low. Implications of these findings for theory testing and incorporating
information on objective risk into workplace safety research and practice are discussed.
Keywords: safety training, occupational hazards, meta-analysis
In what has been described as the nation’s worst mining disaster
in 40 years (Cooper, 2010), 29 miners died and two more were
seriously injured in an explosion at the Upper Big Branch mine in
West Virginia on April 5, 2010 (Mining Safety and Health Administration
[MSHA], n.d.-b). In the years leading up to this
disaster, the Upper Big Branch mine was cited for a very large
number of MSHA violations (MSHA, n.d.-c). The pattern of
violations indicates several things. First, the Upper Big Branch
mine had significant and systematic safety-related problems prior
to the explosion on April 5, suggesting that the explosion was more
than a chance occurrence. Second, many of the problems were training
related or training relevant. Of the violations specific to training
regulations, half were deemed to be significant and substantial,
meaning that there was a reasonable likelihood of these violations
resulting in serious injury or illness. Many more of the mine’s
violations, a large number of which deemed to be significant and
substantial, were relevant to the content of the training required for
miners. For instance, the mine was repeatedly in violation of 30
C.F.R. § 75.370 (mine ventilation plan; Mandatory Safety Standards
Underground Coal Mines, 2008), 30 C.F.R. § 75.400 (accumulation
of combustible materials; Mandatory Safety Standards
Underground Coal Mines, 2008), 30 C.F.R. § 75.220 (roof control
plan; Mandatory Safety Standards Underground Coal Mines,
2008), and 30 C.F.R. § 75.202 (protection from falls of roof, face,
and ribs; Mandatory Safety Standards Underground Coal Mines,
2008), issues which were supposed to be part of the miners’ safety
training, as per federal regulations (MSHA, n.d.-d).
In the training plan submitted by Performance Coal Company,
the operator of the Upper Big Branch mine, and approved by
MSHA on March 29, 2007 (MSHA, n.d.-a), the methods employed
in the training courses for new and experienced miners are described.
For instance, self-rescuer and respiratory device training
for new miners is conducted via lecture, demonstrations, and
hands-on training:
Training will include instruction and demonstration in the use, care
and maintenance of the rescue and respiratory devices used at the
mine. Hands on training in the complete donning of all rescue devices
used at the mine, which includes assuming the donning position,
opening the device, activating the device, inserting the mouth, putting
the nose clip on and transferring between all rescue devices used at the
mine. (MSHA, n.d.-a, p. 4)
In contrast, the objectives covered in new miner training on roof
control and ventilation plans are conducted via lecture and visual
aids. The recent work of Burke et al. (2006) indicates that safety
Michael J. Burke, Freeman School of Business and Department of
Environmental Health Sciences, School of Public Health and Tropical
Medicine, Tulane University; Rommel O. Salvador, Milgard School of
Business, University of Washington Tacoma; Kristin Smith-Crowe, David
Eccles School of Business, University of Utah; Suzanne Chan-Serafin,
Australian School of Business, University of New South Wales, Sydney,
Australia; Alexis Smith and Shirley Sonesh, Freeman School of Business,
Tulane University.
Alexis Smith is now at the Anisfield School of Business, Ramapo
College of New Jersey.
Correspondence concerning this article should be addressed to Michael
J. Burke, Freeman School of Business, Tulane University, 7 McAlister
Drive, New Orleans, LA 70118. E-mail: mburke1@tulane.edu
Journal of Applied Psychology © 2011 American Psychological Association
2011, Vol. 96, No. 1, 46–70 0021-9010/11/$12.00 DOI: 10.1037/a0021838
46
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This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
training methodology has important implications for the effectiveness
of training in terms of trainee knowledge and performance.
Considering methodology alone, their findings suggest that the
more engaging methods used in the self-rescuer and respiratory
device training will have a greater effect on miner safety knowledge
and performance than will the less engaging methods used in
roof control and ventilation plans training. Indeed, most repeated
violations were in roof control and ventilation plans, the areas in
which miners were trained via less engaging methods.
Yet other factors may play a significant role in training effectiveness;
notably, the particular hazard or hazardous conditions
necessitating safety training are likely important. Currently, however,
a gap exists in both the scientific and practice literatures as
to where and how to systematically incorporate information on the
severity or seriousness of injury, illness, and fatality potential (i.e.,
event/exposure information) into worker safety training efforts. In
terms of the example above, we do not know whether information
regarding exposure to harmful substances relevant to the use of
self-rescuer and respiratory devices suggests the need for a training
methodology (i.e., level of training engagement) different from
that for roof control and ventilation (i.e., where the event/exposure
may relate to rock falls or explosions). This shortcoming is notable
given that the nature of a hazard itself dictates what constitutes
safe work behavior, including when individuals should take precautions
against a threat (Weinstein, 2000). Moreover, all theories
of health-protective behavior consider the nature of the hazard as
important in the creation of motivation for self-protection (see
Brewer et al., 2007; Kirscht, 1988; Prentice-Dunn & Rogers, 1986;
Rogers, 1983; Ronis, 1992).
The study reported here is an investigation of two variables—
hazardous events/exposures and safety training method—expected
to interact so as to affect knowledge acquisition and workplace
safety behavior. The aim of the study was to systematically examine
expectations concerning how different types of objectively
determined hazardous events/exposures lead to enhanced learning
and behavioral outcomes when considered in the context of safety
training programs that vary in terms of social and experiential
activities (i.e., training method). Drawing on dialogical theories of
experiential learning and behavior and the literature on risk perception,
a central premise of this study was that the perception of
risk associated with different types of events/exposures is socially
and experientially engendered and that it creates motivation to
learn and transfer acquired knowledge to the job. While the positive
effects of more socially engaging workforce training and
development interventions have been documented (see Burke et
al., 2006; Taylor, Russ-Eft, & Chan, 2005), the relationships
among safety training activities, objective event/exposure considerations,
and learning and performance outcomes have been
largely unarticulated and unexplored. Obtaining greater understanding
of such associations is necessary for optimally designing
safety interventions to ultimately achieve desired outcomes, including
reduction in severe workplace injuries, illnesses, and fatalities.
In this sense, our research is consistent with recent calls to
provide insights into organizational behavior more generally by
examining how social processes contribute to understanding organizational
safety (e.g., see Barton & Sutcliffe, 2009; Turner &
Gray, 2009).
To unfold our study, we initially discuss aspects of risk. This
discussion provides definitions of key terms and indicates how
perceptions of risk are socially constructed. Subsequently, we
discuss social and experiential theories of learning and present
hypotheses concerning the relative effectiveness of different methods
of safety training. Thereafter, we discuss how and why social
and experiential forms of training would be expected to enhance
the motivation to learn and the motivation to transfer training to
the job, especially in relation to the motivation to learn about and
avoid hazardous events and exposures of an ominous nature. Here,
we present hypotheses concerning interactive effects of safety
training engagement and objective hazardous events/exposures in
the explanation of safety training effectiveness for learning and
behavior.
Aspects of Risk and Evidence of the Social
Construction of Risk Perceptions
Over the past several decades, the literature on risk and risk
perception has burgeoned, with studies drawing on a variety of
disciplinary perspectives including political science, psychology,
sociology, and safety engineering (e.g., Roberts, 1997; Slovic,
1997; Weinstein, 2000). In general, these literatures consider objective
risk or danger as the likelihood of harm (i.e., injury or
illness), with terms such as probability, susceptibility, and vulnerability
used interchangeably. In the psychological literature, the
concern is often the likelihood of harm when no action or an
inappropriate action is taken (e.g., Weinstein, 2000). This aspect of
risk is typically considered to be distinct from the magnitude of the
negative outcome, or seriousness of harm if no action or an
inappropriate action is taken (see Slovic, 1987, 1997). Perceptions
of risk almost always include some assessment of the likelihood
and seriousness of harm or injury potential. Given that workers
have difficulty judging and interpreting probabilities (Brewer et
al., 2007), the literature has generally found that perceptions of risk
are more informative than objective indicators of risk in the
prediction of behavioral outcomes (e.g., Morrow & Crum, 1998).
Furthermore, a number of subgroup differences in risk perceptions
have been documented, including differences between males and
females (e.g., Barke, Jenkins-Smith, & Slovic, 1997; Greenberg &
Schneider, 1995), between supervisors and line workers (e.g.,
Weyman & Clarke, 2003), and among national/cultural groups of
workers in the same occupation (e.g., Perez-Floriano, 2001).
The fact that numerous subgroup differences in risk perceptions
exist (including documented differences within the same culture,
work setting, and occupation) demonstrates that the social construction
of risk beliefs are context bound. In fact, Pidgeon (1991)
and others (e.g., Fleming, Flin, Mearns, & Gordon, 1998; Perez-
Floriano & Gonzalez, 2007; Rundmo, 1996) have discussed notions
of safety subcultures and how these subcultures influence the
perception of risk and, ultimately, work behavior. More recently,
investigators have begun to explore social and experiential influences
to better understand why different social groups (within the
same organization) appear to have different interpretations of risk
(e.g., Weyman & Clarke, 2003). While several studies have enhanced
the understanding of how workers’ experiences relate to
risk perceptions, these investigations have generally neglected the
literature on dialogical theories of learning and behavior (e.g., see
Burke, Scheurer, & Meredith, 2007; Holman, 2000; Holman, Pavlica,
& Thorpe, 1997). It is our belief that these latter learning
perspectives offer considerable theoretical insight for understand-
HAZARDS AND SAFETY TRAINING 47
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This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
ing the social construction of not only learning but also risk
perceptions and the motivation to learn. In the following section,
we discuss how learning is expected to occur within social contexts.
We then discuss how different training methods (i.e., forms
of learning) would be expected to interact with hazardous events/
exposures in the development of perceptions of risks and the
motivation to learn.
Expectations From Dialogical Theories of Experiential
Learning and Behavior
Closely aligned with action theories and social learning theory
are the dialogical approaches to experiential learning. The dialogical
approaches highlight the social and contextual nature of learning
and view thought, in large part, as a structured product (in the
sense of schemas and accounts) of the internalization of interpersonal
action where language use plays an important role in this
process (Cunliffe, 2002; Holman, 2000). Although dialogical theorists
recognize the role of individual differences and external
stimuli in shaping learning, their focus is on how learning about
objects and entities is achieved through a temporal flow of contingent
communication (Lave & Wenger, 1991; Schon, 1983; Weil
& McGill, 1989), how individuals develop and sustain ways of
verbally relating themselves to others, and how these communicative
interactions enable them to make sense of their surroundings
(Shotter, 1995; Wildemeersch, 1989). This point is particularly
relevant to occupational safety where occupations or industry
groups often develop their own jargon and symbols that convey
what is important to members (Hansen, 1995). For instance, hazardous
waste operations and emergency response trainees and
trainers have a rather elaborate manner of communicating hazard
information between each other (see Labor Institute, n.d.; Midwest
Consortium for Hazardous Waste Worker Training, 1992) that
involves numbers (e.g., 1 ! explosives, 2 ! gases), colors (e.g.,
yellow ! reactivity hazard, white ! special hazard), symbols (e.g.,
circle with flame ! oxidizing hazard, propeller ! radioactive
hazard), and acronyms (e.g., IDLH ! immediately dangerous to
life and health, PEL ! permissible exposure limit). These numbers,
colors, symbols, and acronyms form an efficient means for
both verbal and nonverbal communications among hazardous
waste workers and emergency responders where the information
communicated is frequently of high importance in relation to
personal and public well-being.
The implication of a dialogical approach for the acquisition of
safety-related work skills is that learning methods that are more
engaging (in the sense of incorporating elements of action, dialogue,
and reflection) will enhance knowledge acquisition relative
to less engaging (passive, more programmed) means of knowledge
development. In addition, more engaging methods of learning
would also be expected to force trainees to infer causal and
conditional relations between events and actions; in this way, such
methods can alter trainees’ ways of thinking and acting, particularly
in novel situations. Active approaches to learning, where
trainees are encouraged to learn from errors made, have been
shown to be positively related to the learning and adaptive transfer
of knowledge (e.g., see Bell & Kozlowski, 2008; Hacker, 2003;
Keith & Frese, 2008). In effect, more engaging forms of learning
are expected to not only improve knowledge acquisition in training
contexts but also promote the transfer of knowledge to the job,
especially in regard to the development of anticipatory thinking for
avoiding accidents in both routine and nonroutine types of work.
Burke et al. (2006) reported a meta-analysis that examined the
relative effectiveness of safety and health training methods according
to the extent to which trainees participated in the learning
process. Their meta-analytic findings were consistent with the
theoretical argument that as the method of safety and health
training becomes more engaging (going from passive, less engaging
methods, such as lecture, to experiential-based, highly engaging
methods, such as hands-on training that incorporates dialogue),
the training becomes more effective, resulting in greater knowledge
acquisition, a higher level of safety performance, and a
greater reduction in accidents and injuries.
Recently, the conclusions reached in Burke et al. (2006) were
brought into question by Robson et al. (2010), a team of researchers
associated with Canada’s Institute for Work & Health and the
United States’s National Institute for Occupational Safety and
Health. On the basis of a highly selective qualitative review of 16
experimental studies, Robson et al. concluded that their review
team found insufficient evidence of high engagement training
having a greater impact on occupational health and safety-related
behaviors compared to low/medium engagement training. The
Robson et al. white paper is highly significant in terms of workplace
safety and public health as it conveys, from a governmental
perspective, what is believed to be the best scientific evidence on
worker safety training effectiveness relative to training engagement.
Given the above theoretical arguments and empirical findings in
the literature concerning the effect of highly engaging forms of
training on learning and performance, the publication of 38 additional
training studies since 2003, when Burke et al.’s (2006)
data-collection efforts concluded, and the recent government study
and policy statement by Robson et al. (2010) that questions the
relative effectiveness of highly engaging safety training in comparison
to low/moderate engagement safety training, we constructively
replicated the investigation of Burke et al. in regard to the
training outcomes that are most relevant to this investigation (i.e.,
changes in knowledge and safety performance associated with
training). More specifically, we tested the following hypotheses:
Hypothesis 1: In comparison to less engaging safety training,
highly engaging safety training will be associated with greater
knowledge acquisition.
Hypothesis 2: In comparison to less engaging safety training,
highly engaging safety training will be associated with higher
safety performance.
The Social Construction of Dread
Arguments within dialogical theories of experiential learning
also provide a theoretical basis for understanding how safetyrelevant
motivations (i.e., the motivation to learn and the motivation
to transfer acquired knowledge) emerge within safety training
contexts. A key argument within dialogical theories of learning is
that through communication processes and social interaction, one
understands properties of objects and entities, including the risks
associated with different types of hazardous events and exposures.
Furthermore, communication and social interaction in highly en-
48 BURKE ET AL.
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This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
gaging forms of safety training (e.g., hands-on and experiential
based) typically provide rich, detailed information about hazardous
events and exposures and frequently demonstrate the health consequences
of exposures. In contrast, less engaging forms of training,
such as lecture and programmed learning, present limited
opportunities for social interaction or action, dialogue, and reflection
in relation to hazard exposures.
When hazardous events and exposures are of an ominous nature
(e.g., fires and explosions; exposure to toxic chemicals, radiation,
or HIV; see Mullet, Cuitad, & Riviere-Shafighi, 2004), the action,
dialogue, and considerable reflection that take place in the highly
engaging forms of training would be expected to engender dread,
a realization of the dangers in the work context and associated
negative affect. This realization of injury/illness vulnerability and
the experienced feelings or affect should play a primary role in
motivating individuals to learn about how to avoid exposure to
such hazards. The arguments that cognitions and affect play direct
and primary roles in motivating learning and behavior are not new
(e.g., see Tennyson & Jorczak, 2008, for a discussion of the
interactive cognitive complexity learning model). In particular,
scholars across disciplines have theorized and found empirical
support for the idea that unpleasant feelings can motivate people to
act in ways that they think will minimize such feelings or avoid the
negative consequences associated with inaction (e.g., see Baumeister,
Vohs, DeWall, & Zhang, 2007; Beer, Heerey, Keltner, Scabini,
& Knight, 2003; Schwartz & Clore, 1988; Slovic & Peters, 2006;
Sweeny & Shepperd, 2007; Warren & Smith-Crowe, 2008). However,
while we would expect the unpleasant feelings and thoughts
in relation to ominous hazards to be especially at the forefront of
workers’ subjective experiences in highly engaging training, we do
not expect such thoughts and reactions to necessarily divert attentional
resources away from knowledge acquisition. The active
approach to learning within highly engaging forms of training
should assist with the regulation of negative emotions by focusing
attention on the means to cope with or avoid the danger. Unlike
heightened levels of anxiety that have been shown to negatively
relate to the motivation to learn in general training contexts (see
Colquitt, LePine, & Noe, 2000), the dread factor would be expected
to enhance the motivation to learn within highly engaging
forms of safety training and with respect to hazards of an ominous
nature. Thus, we would expect an increase in training engagement
to have a substantial effect on training outcomes when hazardous
event/exposure does have severe injury or illness potential.
In contrast, when hazardous events and exposures do not have
severe injury potential (e.g., contact with objects and equipment,
excessive physical effort, or repetitive bodily motion), we would
not expect the dread factor to be produced in highly engaging
forms of training. Elevated levels of affect would not necessarily
be expected to occur in relation to actively learning about these
types of hazards. Similarly, while less engaging forms of safety
training would be expected to inform trainees of the nature of
particular hazards, these types of training would also not be expected
to engender affective reactions in relation to possible exposure
to hazards of any nature. That is, the usual limited opportunities
for social interaction within less engaging training would
be expected to lessen the social construction of motivation to learn
about the hazardous events and exposures irrespective of the
potential severity of the event/exposure and, consequently, lessen
the motivation to transfer this knowledge to the work setting. Thus,
we would expect only modestly improved training outcomes in
highly engaging as compared to less engaging safety training when
hazardous event/exposure does not have severe injury or illness
potential.
Together, the above conceptual arguments undergird the following
hypotheses:
Hypothesis 3: Hazardous event/exposure severity moderates
the relationship between training engagement and knowledge
acquisition, such that the relationship is stronger for events/
exposures that are more likely to produce or inflict severe
injury, illness, or death in comparison to events/exposures
that are less likely to produce or inflict severe injury, illness,
or death.
Hypothesis 4: Hazardous event/exposure severity moderates
the relationship between training engagement and safety performance,
such that the relationship is stronger for events/
exposures that are more likely to produce or inflict severe
injury, illness, or death in comparison to events/exposures
that are less likely to produce or inflict severe injury, illness,
or death.
Method
Search and Inclusion Criteria
Initially, potentially relevant articles published between 1971
(immediately following the passage of the 1970 U.S. Occupational
Safety and Health Act) and December 2008 were identified via
searches of electronic databases (including PubMed, PsycINFO,
and Google Scholar) using the following key words: health and
safety training, health training intervention, safety training intervention,
safety training, health training, error management and
intervention, error prevention and intervention, safety intervention,
health intervention, occupational health and safety, needlestick,
NIOSH and intervention, and OSHA and intervention. We
also manually searched each of the following journals: Accident
Analysis & Prevention, American Journal of Industrial Medicine,
American Journal of Infection Control, American Journal of Public
Health, Ergonomics, Journal of Applied Psychology, Journal of
Occupational and Environmental Hygiene, Journal of Occupational
and Environmental Medicine, Journal of Safety Research,
Infection Control in Hospital Epidemiology, Personnel Psychology,
Safety Science, Scandinavian Journal of Work, and Environment
and Health. Furthermore, the reference lists of each qualitative
and quantitative review found were searched to identify any
relevant articles cited in these documents. Through this process,
we identified over 800 potentially relevant articles reporting safety
training research in primarily the health care, agriculture, manufacturing,
and construction industries.
Studies were included in the analysis if they met certain criteria.
First, studies had to be quasi-experimental or experimental studies,
meaning that they had to involve an experimental intervention and
observation of its effects. Second, participants in the studies could
be of any age but had to be from a working population (the sample
included mostly adults and some youth workers). Third, the following
elements needed to be clearly identified: the method of
training (i.e., high, moderate, or low levels of engagement), the
HAZARDS AND SAFETY TRAINING 49
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This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
nature of the workplace hazard (e.g., falls, contact with objects, or
exposure to dangerous substances), and the dependent variables
(safety knowledge and safety performance). Fourth, studies had to
be conducted at the individual level of analysis such that the
intervention focused on improving individual workers’ safety
knowledge and performance.
Coding of Studies
Having identified the studies to be included, we coded the
studies to address our main research questions. Our primary interests
in this investigation were (a) to examine the previously noted
effect of training method (i.e., level of engagement) on workers’
safety-related knowledge and performance (see Burke et al., 2006)
and (b) to determine whether the severity of the hazardous event/
exposure in workers’ environments moderates the relationships
between level of training engagement and learning and performance
outcomes. Each study was coded for training method,
safety-related knowledge, and performance by two independent
coders; discrepancies were resolved by a third consensus coder.
Each study was coded for hazardous event/exposure by two different
independent coders; discrepancies were resolved by the
same third consensus coder. In this way, four coders independently
coded each study, and the hazard data were coded independently
from the rest of the data.
To address the first question of interest, we recorded several
pieces of information from our primary studies. First, we recorded
the method of training used in each primary study. Specifically,
following Burke et al.’s (2006) categorization, the method of
training was initially divided into three groups: least engaging
(e.g., lectures, films, reading materials, and video-based training),
moderately engaging (e.g., programmed or computer-interface instruction
with feedback), and most engaging (e.g., behavioral
modeling, simulation, and hands-on training). If studies reported
using more than one method of training, the most engaging level
of training received by all participants was recorded. Because tests
of hypotheses in this investigation focused on distinctions between
the highly engaging forms of training and less engaging training,
the latter of which does not include opportunities for action,
dialogue, and considerable reflection (i.e., Burke et al.’s, 2006,
least and moderately engaging methods of safety training), we
collapsed the least engaging and moderately engaging categories
into what we refer to as the less engaging methods.
Second, changes in participants’ safety-related outcomes, our
dependent variables, were coded. The dependent variables were
safety-related knowledge acquisition (i.e., differences in test performance
or self-reports between the target group and either a
control group or a baseline measure) and behavioral safety performance
(i.e., differences in observed or self-reported behaviors
between the target group and either a control group or a baseline
measure). In the cases where primary studies reported effects on
both dependent variables, we coded both effects separately and
included the effects in separate meta-analyses; no sample was
represented more than once within a given meta-analysis. Also,
when available, the reliability of the dependent variables was
recorded (internal consistency reliability estimates for knowledge
measures and, typically, interrater reliability estimates for performance
measures).
Third, to address our second research question, we coded hazards
in the workplace. We began by using the U.S. Bureau of
Labor Statistics’ Occupational Injury and Illness Classification
System (OIICS) to sort hazards into seven categories that describe
the manner in which an injury or illness is produced or inflicted by
the source of the injury or illness (Biddle, 1998). An eighth
category is reserved for other hazards that do not fit within the
system. Within the OIICS, the seven categories are hierarchically
arranged to reflect the increasing potential for severe illness,
injury, or death due to the hazardous event or exposure: contact
with objects (Category 1), falls (Category 2), bodily reaction and
exertion (Category 3), exposure to harmful substances and environments
(Category 4), transportation accidents (Category 5), fires
and explosions (Category 6), and assaults and violent acts (Category
7). This hierarchical ordering of events/exposures roughly
corresponds to the ordering of occupations and industries in terms
of the number of nonfatal and fatal injuries within the Bureau of
Labor Statistics annual workforce injury and illness reports. In this
sense, this hazard scoring system does reflect, to a degree, the
objective likelihood of injury or illness in terms of nonfatal and
fatal injuries per thousand workers when an event/exposure occurs.
When studies reported multiple hazards, we recorded the highest
ranked event/exposure. In studies that did not explicitly state the
type of hazard, we inferred the nature of the hazard based upon the
content of the training intervention.
Furthermore, the Bureau of Labor Statistics’ OIICS considers
events involving transportation accidents, fires and explosions, and
assaults and violent acts (i.e., Categories 5, 6, and 7) as taking
precedence in terms of severity over all other categories. As
discussed above, these types of events/exposures would be expected
to, in combination with highly engaging training, induce
dread and motivation to learn. In addition, Category 4, which
concerns exposures to harmful substances (e.g., toxic chemicals,
radiation) and environments (e.g., depletion of oxygen in enclosed,
restricted, or confined spaces), would also be considered to be
more ominous in nature. The remaining categories, consistent with
the OIICS classification as hierarchically lower in terms of the
seriousness (and likelihood) of event/exposure, would not necessarily
be considered ominous in nature. Therefore, for the purposes
of our analyses, we scored hazards within Categories 4, 5, 6, and
7 as one (high hazards) and hazards within Categories 1, 2, and 3
as zero (low hazards). In effect, this dichotomy allowed us to
highlight the point at which the consequences of hazards go from
typically being less severe (e.g., slips, overexertion, and repetitive
motion within the third most severe hazard category: bodily reaction
and exertion) to being more severe (e.g., the contraction of
hepatitis or HIV resulting from needle sticks within the fourth
most severe hazard category: exposure to harmful substances and
environments). Notably, this scoring of hazardous event/exposure
in terms of low and high severity roughly corresponds to splitting
the Bureau of Labor’s ranking system at the midpoint of the OCIIS
hierarchy. While we adopted this system for the scoring of workplace
hazards, we recognize that fatalities can and do occur in
relation to hazards classified as low hazards. Our scoring system
and that of the OCIIS reflect the typical level of severity and
likelihood associated with a hazardous exposure or event (e.g.,
most slips and falls are nonfatal).
For level of engagement in safety training, we scored safety
training as one (highly engaging training) or zero (less engaging
50 BURKE ET AL.
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training) for tests of all hypotheses This scoring was dictated by
our theoretical arguments in relation to the dread factor being
engendered only within the highly engaging methods of training
that encourage action, dialogue, and reflection (i.e., behavioral
modeling, hands-on, and simulation-based training) and with respect
to hazards of an ominous nature (i.e., those within the top
four OCIIS categories).
Intercoder agreement was very high (at least 90%) for the
coding of both training intervention and hazardous event/exposure,
and any disagreements were resolved by a third coder. In this
manner, a consensus code was obtained for both the level of
engagement of safety training and the nature of the hazardous
event/exposure.
Statistical Analyses
To compute the effect of safety training for knowledge or safety
performance, d statistics were computed using equations from
Shadish, Robinson, and Lu (1999) and Lipsey and Wilson (2001).
Using information provided in the primary studies, the majority of
studies provided enough information to perform straightforward
d-statistic calculations. Several studies, however, reported results
in proportions or percentages or with respect to analysis of variance
designs. For instance, in the case of proportions, we estimated
d statistics via arcsine transformations (see Lipsey & Wilson,
2001). Importantly, for both single-group and independent-groups
designs, we computed effect sizes to ensure that all effects were in
the same raw-score effect-size metric (see Morris, 2008; Morris &
DeShon, 2002). Given minimal differences in mean effects between
single-group and independent-groups designs within the
domain of workplace safety training (see Burke et al., 2006, for a
detailed comparison of meta-analytic results for within- vs.
between-subjects designs), we did not distinguish between study
design features for the purposes of testing the present hypotheses.
We note that in some cases, we computed effects different from the
original study design due to insufficient reporting of data or data
that would produce out-of-bound effect-size estimates. For instance,
while Peterson, McGlothlin, and Blue’s (2004) study was
based on pre–post design with a control group, the authors did not
report findings for the control group, which necessitated treating
this study as a within-subjects design.
The meta-analysis procedure used was Raju, Burke, Normand,
and Langlois’s ([RBNL] 1991) method. The RBNL method was
chosen because of its ability to appropriately correct for unreliability
in the measure of the dependent variable whenever a
primary study reliability estimate was available and in whatever
proportion reliabilities were available within a meta-analytic distribution
of effects. Moreover, the RBNL meta-analytic procedure
was chosen for its unique ability to estimate standard errors for
individually corrected correlations with and without sample-based
dependent variable reliabilities. To correct observed training effects
when a primary study did not report a reliability estimate, we
relied on the overall, sample-size weighted average reliability
estimates for knowledge and performance measures of .73 and .88,
respectively. In addition, the RBNL procedures permit the estimation
of confidence intervals around mean corrected effects based
on a random effects estimate of the standard error of the mean
corrected effect. Due to statistical advantages of working with
correlations (i.e., asymptotic estimates of standard errors for individually
corrected effects can be made for correlation coefficients
and appropriately defined standard errors can be computed for
mean corrected correlations; see Burke & Landis, 2003; Raju &
Brand, 2003), we converted observed d statistics to correlation
coefficients before conducting the meta-analyses. For the purposes
of this article, we report results in correlation form and, where
appropriate in the Discussion section, we discuss these effects in
terms of standardized differences (i.e., d statistics).
Given the variances in the effect sizes in each of the eight
Hazard Level ” Training Method distributions and noting the
potential for outliers to have a large effect on these variances, we
also conducted outlier analyses. Specifically, we used the sampleadjusted
meta-analytic deviancy (SAMD; Huffcutt & Arthur,
1995) statistic to check for outliers in these distributions. Given
potential bias in results based on the sole use of the SAMD statistic
(see Beal, Corey, & Dunlap, 2002), we also examined how close
the SAMD values were in determining whether an effect was a true
outlier. In total, five studies were identified as outliers, and each
outlier was from a different combination of training engagement
and hazard level (i.e., one outlier was identified in each of five of
the eight combinations of training engagement, hazard level, and
safety-related outcome). On the basis of the inclusion criteria and
the outlier analyses, we included a total of 113 primary studies that
had 147 independent samples and 166 safety training effects, with
a total sample size of 24,694 from 16 countries. Notably, the
number of studies included in this investigation for tests of Hypotheses
1 and 2 represents a 45% increase over the number of
studies with safety knowledge and safety performance as dependent
measures included in Burke et al. (2006).
For tests of Hypotheses 1 and 2, we compared estimated mean
effects for less and highly engaging methods of safety training for
knowledge and performance, respectively. We performed these
tests to evaluate the consistency of our findings with the earlier
reported meta-analysis by Burke et al. (2006). For tests of Hypotheses
3 and 4, we tested for the expected interaction within a
meta-analytic context using the common subgrouping technique
(see Hunter & Schmidt, 2004). This moderator detection technique
is useful when considering dichotomous moderators and when
independent variables are uncorrelated (see Steel & Kammeyer-
Mueller, 2002). In this regard, we note that the phi coefficient
between training engagement and hazardous event/exposure was
#.13 and statistically nonsignificant. When subgrouping studies,
we first classified training effects into low and high hazardous
event/exposure separately for knowledge and performance effects.
Then, we computed the mean training effect (i.e., mean corrected
correlation) for less engaging training and for highly engaging
training within each hazard condition. When comparing mean
effects for less and highly engaging training within a hazard
condition, we examined whether the respective 95% confidence
intervals (based on the random effects estimate of the standard
error for the mean corrected correlation; see Burke & Landis,
2003) around the estimated mean effects overlapped. Importantly,
we note that the standard error for the mean corrected effect
included information on the standard errors for individually corrected
effects within a distribution of effects, as well as information
on the between-study variance in effects within that distribution.
HAZARDS AND SAFETY TRAINING 51
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Results
Table 1 lists the studies we included and coded in this metaanalysis
along with some descriptive information.
Table 2 presents a summary of the meta-analytic results examining
the effects of safety training method on knowledge acquisition
and safety performance. Among the results presented are the
estimated mean correlations corrected for dependent variable unreliability
(M$), the 95% confidence interval around the estimated
mean (95% CI M$), and the estimated variance of the effects (V$).
We also present parallel results based on uncorrected correlations
in Table 2. As both sets of results are analogous and consistent
with each other, we refer to the corrected (disattenuated) results in
testing the hypotheses.
According to Hypothesis 1, highly engaging training will be
associated with greater safety knowledge acquisition, compared to
less engaging training. As shown in Table 2, the mean training
effect size, M$, is greater when training method is highly engaging
than when training method is less engaging (M$ ! .61 for the
highly engaging methods compared to M$ ! .36 for the less
engaging methods). The nonoverlapping 95% confidence intervals
around M$ suggest that highly engaging methods are much more
effective than the less engaging methods in increasing safety
knowledge acquisition. Thus, Hypothesis 1 is supported.
In addition, the results also provide support for Hypothesis 2.
Highly engaging safety training is associated with a higher level of
safety performance compared to less engaging training. With reference
to Table 2, the average training effect size is greater when
training method is highly engaging than when training method is
less engaging (M$ ! .42 for the highly engaging methods compared
to M$ ! .22 for the less engaging methods). As with safety
knowledge, the nonoverlapping 95% confidence intervals around
M$ suggest that highly engaging methods are much more effective
than the less engaging methods in improving safety performance.
Table 3 presents a summary of the meta-analytic results examining
the interaction between training method and hazardous
event/exposure. These results are consistent with Hypotheses 3 and
4. Hypothesis 3 predicts that the level of hazardous event/exposure
in the work context will moderate the relationship between training
engagement and knowledge acquisition, such that the relationships
between level of engagement and training effectiveness will be
stronger under high hazard conditions (i.e., when events/exposures
have a greater potential of producing severe injury, illness, or
death) than under low hazard conditions (i.e., when events and
exposures in the occupational context are less likely to result in
serious injury, illness, or death). In other words, in terms of safety
knowledge acquisition, Hypothesis 3 predicts that the effectiveness
of highly engaging training methods relative to the less engaging
training methods will be amplified under high hazard conditions,
as opposed to the low hazard conditions.
For Hypothesis 3, the mean training effect size for the less
engaging methods (M$ ! .53) is slightly greater than the mean
effect for highly engaging methods (M$ ! .47) under the low
hazard condition. Notably, the mean effect associated with the
highly engaging methods (.47) is part of the 95% confidence
interval around the mean effect associated with the less engaging
methods, that is, [.37, .70]. Similarly, the mean effect of the less
engaging methods (.53) falls within the 95% confidence interval
around the mean effect associated with the highly engaging methods,
[.33, .61]. Thus, although the mean effect of the less engaging
methods is numerically greater than that of the more engaging
methods under the low hazard condition, there is an insufficient
statistical basis to conclude that the mean effect of .47 is significantly
different from the mean effect of .53. Whereas we expected
to see a modest increase in training effectiveness across levels of
engagement within the low hazard condition, we did not see such
an increase.
On the other hand, under the high hazard condition, the mean
training effect for highly engaging methods (M$ ! .65) is significantly
higher than the mean training effect for less engaging
methods (M$ ! .36), as evidenced by the nonoverlapping 95%
confidence intervals ([.31, .41] for the less engaging methods and
[.58, .71] for the highly engaging methods). Collectively, these
pieces of evidence suggest that in terms of increasing safety
knowledge, the effectiveness of highly engaging training methods
relative to the less engaging training methods is more pronounced
under conditions of high hazards than under conditions of low
hazards. Thus, the meta-analytic data are consistent with Hypothesis
3.
Analogously, Hypothesis 4 predicts that in terms of safety
performance, the effectiveness of highly engaging training methods
relative to the less engaging training methods will be amplified
under high hazard conditions as opposed to the low hazard conditions.
With reference to the safety performance meta-analytic
results in Table 3, the mean training effect size for the less
engaging methods (M$ ! .31) is essentially the same as the mean
effect for highly engaging methods (M$ ! .32) under the low
hazard condition. The mean effect associated with the less engaging
methods falls within the 95% confidence interval, [.23, .41],
around the mean effect for the highly engaging methods. Likewise,
the mean effect associated with the highly engaging methods falls
within the 95% confidence interval for the less engaging methods,
[.24, .37]. These confidence intervals suggest that the two mean
effects, .31 and .32, are not significantly different from each other.
Here, too, we expected to see a modest increase in training effectiveness
across levels of engagement within the low hazard condition;
instead, we found no significant increase.
In contrast, under the high hazard conditions, the mean training
effect for highly engaging methods (M$ ! .46) is significantly
higher than the mean training effect for less engaging methods
(M$ ! .20), as evidenced by the nonoverlapping 95% confidence
intervals ([.16, .25] for the less engaging methods and [.39, .53] for
the highly engaging methods). Notably, the confidence interval
around the mean effect of .46 for highly engaging training is
outside (i.e., above) the confidence intervals for all other mean
effects concerning safety performance. Taken together, these
pieces of evidence suggest that in terms of enhancing safety
performance, the effectiveness of highly engaging training methods
relative to the less engaging training methods is more pronounced
under conditions of high hazards than under conditions of
low hazards. Hence, the meta-analytic evidence is consistent with
Hypothesis 4.
Discussion
Our hypotheses for this investigation concern two issues: (a) the
extent to which the level of training engagement in safety training
influences knowledge acquisition and safety performance, and (b)
52 BURKE ET AL.
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Table 1
Studies Included in the Meta-Analysis
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Alavosius & Sulzer-
Azaroff (1986)
6 USA Pre–post, w/o control
group
Direct care staff workers
(for physically
handicapped clients)
Written and verbal feedback Bodily reaction and
exertion
.89 Performance
Albers et al. (1997) 34 USA Posttest only,
comparison
Carpenter apprentices Lecture, discussion, feedback,
hands-on practice
Bodily reaction and
exertion
Knowledge
Al-Hemoud & Al-Asfoor
(2006)
21 Kuwait Pre–post, w/control
group
Industrial engineers Feedback Bodily reaction and
exertion
.89 Performance
Anger et al. (2006) 51 USA Pre–post, w/o control
group
Agricultural workforce
(orchard workers)
Computer-based programmed
instruction
Falls .90 Knowledge &
performance
Arcury, Quandt, Austin,
Preisser, & Cabrera
(1999)
270 USA Posttest only,
comparison
Farm workers Lecture, video Exposure to harmful
substances or
environments
Knowledge &
performance
Askari & Mehring (1992) 100 USA Pre–post, w/o control
group
Health care workers Feedback Exposure to harmful
substances or
environments
Knowledge
Azizi et al. (2000) 72 Israel Pre–post, w/control
group
Outdoor water resources
workers
Lecture, slide presentation,
brochures
Exposure to harmful
substances or
environments
Performance
Baker (1998) 6 USA Pre–post, w/o control
group
Direct care staff workers
for clients with physical
or mental disabilities
Videotaped segments and
vignettes, discussion,
hands-on/simulation
training, feedback
Exposure to harmful
substances or
environments
1.00 Performance
Barnett et al. (1984) 110 USA Pre–post, w/o control
group
Farm workers Slideshow presentation,
brochure
Exposure to harmful
substances or
environments
Knowledge
Bosco & Wagner (1988) 209 USA Posttest only,
comparison
Auto manufacturing
workers
Lecture, videotape, computerbased
training
Exposure to harmful
substances or
environments
.66 Knowledge
Brnich, Derick, Mallett, &
Vaught (2002)
178 USA Pre–post, w/o control
group
Miners Lecture, discussion, video
presentation
Fires and explosions Knowledge
Calabro, Weltge, Parnell,
Kouzekanani, &
Ramirez (1998)
172 USA Pre–post, w/o control
group
Medical students Lecture, discussion,
behavioral modeling (roleplay),
case studies
Exposure to harmful
substances or
environments
Knowledge
Caparaz, Rice, Graumlich,
Radike, & Morawetz
(1990)
9 USA Pre–post, w/o control
group
Foundry/maintenance
workers
Lecture, small group
discussion, workbook
exercises
Exposure to harmful
substances or
environments
Knowledge
Carlton (1987) 30 USA Posttest only,
comparison
Food service employees Behavioral modeling,
feedback
Bodily reaction and
exertion
.96 Knowledge
30 USA Posttest only,
comparison
Food service employees Behavioral modeling,
feedback
Bodily reaction and
exertion
.96 Performance
Carrabba, Field,
Tormoehlen, & Talbert
(2000)
212 USA Posttest only,
comparison
4-H tractor program
members
Exercise, feedback Transportation
accidents
Performance
Chaffin, Gallay, Wooley,
& Kuciemba (1986)
26 USA Pre–post, w/o control
group
Warehouse employees Lecture, discussion, video Bodily reaction and
exertion
Performance
(table continues)
HAZARDS AND SAFETY TRAINING 53
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Chhokar & Wallin (1984) 58 USA Pre–post, w/o control
group
Heat exchanger
manufacturing and
repairing plant workers
Slideshow, feedback, goalsetting
Exposure to harmful
substances or
environments
.93 Performance
Cohen & Jensen (1984) 24 USA Pre–post, w/control
group
Lift truck operators
(Warehouse 1)
Behavioral modeling Transportation
accidents
.90 Performance
48 USA Pre–post, w/control
group
Lift truck operators
(Warehouse 2)
Behavioral modeling Transportation
accidents
Performance
Cole et al. (1988) 36 USA Pre–post, w/control
group
Coal miners Task demonstration, hands-on
training
Fires and explosions Performance
Coutts, Graham, Braun, &
Wells (2000)
33 Canada Pre–post, w/o control
group
Bar staff Lecture, discussion, video,
case study, exercises, role
playing
Assaults and violent
acts
Knowledge
Curwick, Reeb-Whitaker,
& Connon (2003)
30 USA Pre–post, w/o control
group
Various manufacturingrelated
occupations
Hands-on (with simulation
training)
Bodily reaction and
exertion
Knowledge
Daltroy et al. (1993) 178 USA Posttest only,
comparison
Postal workers Lecture, discussion, slides,
hands-on training, feedback
on the job
Bodily reaction and
exertion
Knowledge
DeVries, Burnette, &
Redmon (1991)
4 USA Pre–post, w/o control
group
Nursing Feedback Exposure to harmful
substances or
environments
.98 Performance
Dortch & Trombly (1990) 12 USA Pre–post, w/control
group
Electronic assembly
workers
Lecture, discussion, handout Bodily reaction and
exertion
.83 Performance
11 USA Pre–post, w/control
group
Electronic assembly
workers
Lecture, discussion, handout,
simulation
Bodily reaction and
exertion
.83 Performance
Eckerman et al. (2002) 60 USA Posttest only,
comparison
Various occupations Computer-based programmed
instruction
Exposure to harmful
substance or
environments
Knowledge
Eckerman et al. (2004) 73 USA Pre–post, w/o control
group
Food service workers at a
hospital
Behavioral modeling Exposure to harmful
substances or
environments
Knowledge &
performance
Engels, Van der Gulden,
Senden, Kolk, &
Binkhorst (1998)
18 Netherlands Pre–post, w/control
group
Nursing Feedback Bodily reaction and
exertion
Performance
Ewigman, Kivlahan,
Hosokawa, & Horman
(1990)
94 USA Pre–post, w/o control
group
Firefighters Lecture, discussion, handouts,
posters, video
Exposure to harmful
substances or
environments
Knowledge &
performance
Finch & Daniel (2005) 276 USA Pre–post, w/o control
group
Emergency food relief
organization workers
Lecture/discussion Exposure to harmful
substances or
environments
Knowledge
Forst et al. (2004) 239 USA Pre–post, w/control
group
Community health
workers
Hands-on (with simulation
training)
Exposure to harmful
substances or
environments
Performance
54 BURKE ET AL.
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Fox & Sulzer-Azaroff
(1987)
12 USA Pre–post, w/o control
group
Paper mill foremen Feedback Bodily reaction and
exertion
.97 Performance
Froom, Kristal-Boneh,
Melamed, Shalom, &
Ribak (1998)
167 Israel Pre–post, w/control
group
Medical students Lecture Exposure to harmful
substances or
environments
Performance
Gagnon (2003) 10 Canada Pre–post, w/o control
group
Physical education
students doing manual
handling
Hands-on (with simulation
training)
Bodily reaction and
exertion
.80 Performance
Gerbert et al. (1988) 99 USA Pre–post, w/control
group
Dentists Bulletins, discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge &
performance
Girgis, Sanson, & Watson
(1994)
142 Australia Pre–post, w/control
group
Electrical company
outdoor workers
Lecture, discussion,
pamphlets
Exposure to harmful
substances or
environments
Knowledge &
performance
Goldrick (1989) 78 USA Pre–post, w/o control
group
Nurses Computer-based programmed
instruction
Exposure to harmful
substances or
environments
.60 Knowledge
66 USA Pre–post, w/o control
group
Nurses Lecture Exposure to harmful
substances or
environments
.60 Knowledge
Greene, DeJoy, & Olejnik
(2005)
82 USA Pre–post, w/control
group
University employees
(computer users)
Feedback Bodily reaction and
exertion
Performance
Harrington & Walker
(2002)
20 USA Pre–post, w/o control
group
Administrative staff at
life-care community
facility
Instructor-led lecture and
discussion (fire behavior
module)
Fires and explosions .79 Knowledge
42 USA Pre–post, w/control
group
Administrative staff at
life-care community
facility
Computer-based programmed
instruction (fire hazard
module)
Fires and explosions .72 Knowledge
Harrington & Walker
(2003)
37 USA Pre–post, w/o control
group
Nursing facility staff Computer-based programmed
instruction (need for fire
safety module)
Fires and explosions Knowledge
31 USA Pre–post, w/o control
group
Nursing facility staff Instructor-led lecture and
discussion (need for fire
safety module)
Fires and explosions Knowledge
44 USA Pre–post, w/o control
group
Nursing facility staff Computer-based programmed
instruction (human factors
in fire module)
Fires and explosions Knowledge
38 USA Pre–post, w/o control
group
Nursing facility staff Instructor-led lecture and
discussion (human factors
in fire module)
Fires and explosions Knowledge
40 USA Pre–post, w/o control
group
Nursing facility staff Computer-based programmed
instruction (fire emergency
planning module)
Fires and explosions Knowledge
36 USA Pre–post, w/o control
group
Nursing facility staff Instructor-led lecture and
discussion (fire emergency
planning module)
Fires and explosions Knowledge
31 USA Pre–post, w/o control
group
Nursing facility staff Computer-based programmed
instruction (fire safety
devices module)
Fires and explosions Knowledge
(table continues)
HAZARDS AND SAFETY TRAINING 55
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
32 USA Pre–post, w/o control
group
Nursing facility staff Instructor-led lecture and
discussion (fire safety
devices module)
Fires and explosions Knowledge
Harrington & Walker
(2004)
670 USA Pre–post, w/o control
group
Staff from a life-care
community/nursing
community
Computer-based programmed
instruction
Fires and explosions .76 Knowledge
624 USA Pre–post, w/o control
group
Staff from a life-care
community/nursing
community
Instructor-led lecture and
discussion
Fires and explosions Knowledge
Held, Mygind, Wolff,
Gynterlberg, & Agner
(2002)
287 Denmark Pre–post, w/control
group
Wetwork employees Behavioral modeling Exposure to harmful
substances or
environments
Performance
Hickman & Geller (2003) 15 USA Pre–post, w/control
group
Miners Feedback Exposure to harmful
substances or
environments
.97 Knowledge
Hong, Ronis, Lusk, & Kee
(2006)
403 USA Pre–post, w/control
group
Engineers on construction
sites
Computer-based programmed
instruction
Exposure to harmful
substances or
environments
Performance
Hopkins (1984) 6 USA Pre–post, w/o control
group
Plastics manufacturing
plant workers
Feedback Exposure to harmful
substances or
environments
.99 Performance
Huang et al. (2002) 98 China Pre–post, w/control
group
Hospital nurses Behavioral modeling Exposure to harmful
substances or
environments
Knowledge &
performance
Hultman, Nordin, &
Ortengren (1984)
6 Sweden Pre–post, w/o control
group
Janitors Hands-on training
(simulation), feedback
Bodily reaction and
exertion
Performance
Hurlebaus & Link (1997) 22 USA Pre–post, w/o control
group
Nurses Discussion, handouts,
behavioral modeling,
hands-on training
(supervised practice)
Assaults and violent
acts
Knowledge
Inman & Blanciforti
(2002)
106 USA Pre–post, w/control
group
Carpenters Lecture, reminders, posters Contact with objects Performance
Jensen & Friche (2007) 208 Denmark Pre–post, w/o control
group
Floor layers Hands-on (with simulation
training)
Bodily reaction and
exertion
Performance
Johnsson, Carlosson, &
Lagerstrom (2002)
49 Sweden Posttest only,
comparison
Hospital and home care
personnel
Feedback Bodily reaction and
exertion
.91 Performance
Kerrigan et al. (2006) 206 Dominican
Republic
Pre–post, w/o control
group
Sex workers (Santo
Domingo)
Lecture/discussion Exposure to harmful
substances or
environments
Performance
200 Dominican
Republic
Pre–post, w/o control
group
Sex workers (Puerto Plata) Lecture/discussion Exposure to harmful
substances or
environments
Performance
Knobloch & Broste (1998) 691 USA Pre–post, w/control
group
Agricultural workers Lecture, discussion, videos,
behavioral prompts (e.g.,
direct mailings), feedback,
hands-on training
(supervised practice)
Exposure to harmful
substances or
environments
Performance
56 BURKE ET AL.
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Komaki, Barwick, & Scott
(1978)
22 USA Pre–post, w/o control
group
Bakery workers (wrapping
department)
Slideshow, discussion,
feedback
Contact with objects .99 Performance
16 USA Pre–post, w/o control
group
Bakery workers (makeup
department)
Slideshow, discussion,
feedback
Contact with objects .97 Performance
Komaki, Heinzmann, &
Lawson (1980)
7 USA Pre–post, w/o control
group
Vehicle maintenance
workers (sweeper repair
section)
Slideshow, discussion,
feedback
Contact with objects .95 Performance
37 USA Pre–post, w/o control
group
Vehicle maintenance
workers (preventive
maintenance section)
Slideshow, discussion,
feedback
Contact with objects .95 Performance
7 USA Pre–post, w/o control
group
Vehicle maintenance
workers (light
equipment repair
section)
Slideshow, discussion,
feedback
Contact with objects .95 Performance
4 USA Pre–post, w/o control
group
Vehicle maintenance
workers (heavy
equipment repair
section)
Slideshow, discussion,
feedback
Contact with objects .95 Performance
Kowalski-Trakofler &
Barrett (2003)
82 USA Posttest only,
comparison
Mining workers Lecture/discussion Contact with objects Knowledge
Leslie & Adams (1973) 50 USA Pre–post, w/control
group
Unskilled workers Lecture, audiovisual
presentation, discussion
Contact with objects Performance
Ludwig & Geller (1991) 60 USA Posttest only,
comparison
Pizza deliverers Discussion, store-based verbal
reminders
Transportation
accidents
.90 Performance
Ludwig & Geller (1997) 29 USA Pre–post, w/control
group
Pizza deliverers Discussion, participative goal
setting, feedback
Transportation
accidents
.86 Performance
20 USA Pre–post, w/control
group
Pizza deliverers Lecture, (assigned) goal
setting, feedback
Transportation
accidents
.86 Performance
Lueveswanij, Nittayananta,
& Robison (2000)
139 Thailand Pre–post, w/control
group
Oral health personnel Lectures, videos, interviews
with infected persons,
behavioral demonstrations,
role-plays
Exposure to harmful
substances or
environments
Knowledge
Lusk et al. (2003) 878 USA Pre–post, w/control
group
Automotive factory
workers
Computer-based programmed
instruction
Exposure to harmful
substances or
environments
.89 Performance
Luskin, Somers, Wooding,
& Levenstein (1992)
20 USA Pre–post, w/o control
group
Hazardous waste site
workers, emergency
responders
Lecture, group discussion,
hands-on, participatory
exercises, simulation (mock
incident)
Exposure to harmful
substances or
environments
Knowledge
P. Lynch et al. (1990) 717 USA Pre–post, w/o control
group
Hospital staff Slide presentation, discussion Exposure to harmful
substances or
environments
.80 Knowledge
29 USA Pre–post, w/o control
group
Medical personnel Slide presentation, discussion Exposure to harmful
substances or
environments
Performance
201 USA Pre–post, w/o control
group
Nursing personnel Slide presentation, discussion Exposure to harmful
substances or
environments
Performance
(table continues)
HAZARDS AND SAFETY TRAINING 57
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
R. M. Lynch & Freund
(2000)
104 USA Pre–post, w/control
group
Nursing, patient care 35-mm slideshow, hands-on
equipment training,
feedback
Bodily reaction and
exertion
Knowledge &
performance
Ma et al. (2002) 815 China Pre–post, w/o control
group
Sex workers Lecture/discussion Exposure to harmful
substances or
environments
Knowledge &
performance
Marsh & Kendrick (1998) 58 UK Pre–post, w/o control
group
Health care professionals Feedback Accidents/injuries Knowledge
Martyny, Buchan, Keefe,
& Blehm (1988)
19 USA Pre–post, w/control
group
Occupational health and
safety officers
Lecture Exposure to harmful
substances or
environments
Knowledge
Materna et al. (2002) 45 USA Pre–post, w/o control
group
Painting contractors Lecture, audiovisual
presentation, discussion,
behavioral modeling,
hands-on
training/simulation
Exposure to harmful
substance or
environments
Performance
Mattila (1990) 38 Finland Pre–post, w/o control
group
Veneer refining and
coating workers
Feedback based on safety
inspections
Transportation
accidents
.89 Performance
Mattila & Hyodynmaa
(1988)
70 Finland Pre–post, w/o control
group
Construction workers
(office building site)
Feedback based on safety
inspections
Exposure to harmful
substances or
environments
.87 Performance
17 Finland Pre–post, w/o control
group
Construction workers
(apartment building site)
Feedback based on safety
inspections
Falls .87 Performance
Mayer et al. (2007) 2,501 USA Pre–post, w/control
group
Postal service letter
carriers
Lecture/discussion Exposure to harmful
substances or
environments
Performance
McCauley (1990) 30 USA Pre–post, w/control
group
Groundskeepers and
custodians
Lecture, discussion,
slideshow, simulated work
situations
Bodily reaction and
exertion
Performance
Michaels, Zoloth,
Bernstein, Kass, &
Schrier (1992)
170 USA Pre–post, w/o control
group
Carpenters Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
367 USA Pre–post, w/o control
group
Construction laborers and
pipe caulkers
Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
170 USA Pre–post, w/o control
group
Custodial assistants Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
86 USA Pre–post, w/o control
group
Dental assistants,
hygienists, and dentists
Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
177 USA Pre–post, w/o control
group
Electricians Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
234 USA Pre–post, w/o control
group
Stationary engineers and
high-pressure, plant
tenders
Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
58 BURKE ET AL.
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
160 USA Pre–post, w/o control
group
Plumbers Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
147 USA Pre–post, w/o control
group
Print shop workers Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
109 USA Pre–post, w/o control
group
Traffic device maintainers Lecture, group discussion,
feedback
Exposure to harmful
substances or
environments
Knowledge
Na¨sa¨nen & Saari (1987) 32 Finland Pre–post, w/o control
group
Shipyard workers Slideshow, discussion,
feedback
Falls .88 Performance
Nieuwenhuijsen (2004) 40 USA Posttest only,
comparison
Office workers employed
in an administrative
office
Hands-on (with simulation
training)
Bodily reaction and
exertion
Performance
Parkinson et al. (1989) 297 USA &
Canada
Pre–post, w/control
group
Coke oven plant workers Lecture, discussion Exposure to harmful
substances or
environments
Knowledge &
performance
Patros (2001) 30 USA Pre–post, w/o control
group
Health care workers Feedback Exposure to harmful
substances or
environments
.99 Performance
Perry & Layde (2003) 385 USA Posttest only,
comparison
Dairy farmers (certified
pesticide applicators)
Feedback Exposure to harmful
substances or
environments
Knowledge &
performance
Peterson, McGlothlin, &
Blue (2004)
35 USA Pre–post, w/o control
group
Nursing assistants Lecture/discussion Bodily reaction and
exertion
Knowledge
Poosanthanasarn, Lohachit,
Fungladda, Sriborapa, &
Pulkae (2005)
52 Thailand Pre–post, w/control
group
Metal auto-parts factory
workers
Lecture/discussion, feedback Bodily reaction and
exertion
Performance
Porru et al. (1993) 50 Italy Pre–post, w/o control
group
Manufacturing plant
workers
Lecture, discussion, booklet
of information
Exposure to harmful
substances or
environments
Knowledge
Rasmussen et al. (2003) 201 Denmark Pre–post, w/control
group
Farm workers Lecture/discussion Exposure to harmful
substances or
environments
.60 Performance
Ray, Bishop, & Wang
(1997)
41 USA Pre–post, w/control
group
Automobile manufacturing
workers
Visual presentation,
discussion, feedback
Contact with objects Performance
Ray, Purswell, & Schlegel
(1990)
200 USA Pre–post, w/control
group
Machinists, welders,
general fitting
technicians
Discussion, feedback Contact with objects .98 Performance
(table continues)
HAZARDS AND SAFETY TRAINING 59
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Reber & Wallin (1984) 105 USA Pre–post, w/o control
group
Farm machinery
manufacturing workers
Lecture, slideshow, feedback,
goal setting
Falls .88 Performance
Reber, Wallin, & Chhokar
(1984)
105 USA Pre–post, w/o control
group
Sugar cane machinery
manufacturing plant
workers
Feedback based on observed
levels of safe behavior
Contact with objects .88 Performance
Reed (2003) 26 USA Pre–post, w/o control
group
High school agricultural
students
Hands-on (with simulation
training)
Exposure to harmful
substances or
environments
Performance
Robertson et al. (2002) 31 USA Pre–post, w/o control
group
Knowledge workers Hands-on (with simulation
training)
Bodily reaction and
exertion
Knowledge
Rundio (1994) 33 USA Pre–post, w/control
group
Nurses Hands-on training, simulation Exposure to harmful
substance or
environments
Knowledge
Saari (1987) 18 Finland Pre–post, w/o control
group
Margarine factory workers Slide presentation, feedback Falls Performance
Saari & Na¨sa¨nen (1989) 70 Finland Pre–post, w/o control
group
Shipyard workers Feedback Falls .91 Performance
Sadler & Montgomery
(1982)
8 USA Pre–post, w/o control
group
Military aviation
maintenance personnel
Lecture (standard lecture
group)
Exposure to harmful
substances or
environments
.90 Performance
8 USA Pre–post, w/o control
group
Military aviation
maintenance personnel
Lecture, feedback (leaderdirected
group)
Exposure to harmful
substances or
environments
.90 Performance
Seto, Ching, Chu, &
Fielding (1990)
129 China (Hong
Kong)
Pre–post, w/control
group
Nurses Lecture Exposure to harmful
substances or
environments
Knowledge &
performance
Stave, Torner, & Eklof
(2007)
26 Sweden Pre–post, w/o control
group
Agriculture/farming
workers
Lecture/discussion Transportation
accidents
Performance
Stephens & Ludwig (2005) 7 USA Pre–post, w/o control
group
Nurses Feedback Exposure to harmful
substances or
environments
Performance
Streff, Kalsher, & Geller
(1993)
51 USA Pre–post, w/o control
group
Machinists in electronics
components plant
Lecture, group discussion Exposure to harmful
substances or
environments
.90 Performance
Symes, Graveling, &
Campbell (1992)
139 UK Pre–post, w/o control
group
Coal miners Lecture Exposure to harmful
substances or
environments
Knowledge
Troup & Rauhala (1987) 198 Finland Posttest only,
comparison
Student nurses Lecture, videotaped selfevaluation,
diary of patienthandling
activities
Bodily reaction and
exertion
.94 Performance
60 BURKE ET AL.
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Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Uwakwe (2000) 141 Nigeria Pre–post, w/control
group
Registered (student) nurses Lecture, discussion,
multimedia presentations
Exposure to harmful
substances or
environments
Knowledge &
performance
Vaught, Brinch, & Kellner
(1988)
127 USA Posttest only,
comparison
Professional and technical
employees
Hands-on training Fires and explosions Performance
97 USA Posttest only,
comparison
Professional and technical
employees
Computer-based training Fires and explosions Performance
Vela Acosta, Chapman,
Bigelow, Kennedy, &
Buchan (2005)
152 USA Pre–post, w/control
group
Migrant farm workers Feedback Exposure to harmful
substances or
environments
Knowledge
Videman et al. (1989) 199 Finland Posttest only,
comparison
Nurses Lecture, feedback Bodily reaction and
exertion
Performance
Wallen & Mulloy (2005) 14 USA Posttest only,
comparison
Factory workers (younger
group)
Computer-based programmed
instruction
Exposure to harmful
substances or
environments
Knowledge
16 USA Posttest only,
comparison
Factory workers (older
group)
Computer-based programmed
instruction
Exposure to harmful
substances or
environments
Knowledge
Wang, Fennie, He,
Burgess, & Williams
(2003)
91 China Pre–post, w/control
group
Student nurses Lecture, video, behavioral
modeling
Exposure to harmful
substance or
environments
Knowledge &
performance
Wertz, Sorenson, Liebling,
Kessler, & Heeren
(1987)
1,247 USA Pre–post, w/o control
group
Health care workers (e.g.,
nurses, support staff, lab
technicians)
Lecture, discussion Exposure to harmful
substances or
environments
Knowledge
Whitby, Stead, & Najman
(1991)
333 New Zealand Pre–post, w/o control
group
Hospital nursing staff Feedback Exposure to harmful
substances or
environments
Knowledge &
performance
J. H. Williams & Geller
(2000)
97 USA Pre–post, w/o control
group
Manufacturing Lecture, discussion, feedback Bodily reaction and
exertion
Performance
T. C. Williams & Zahed
(1996)
27 USA Pre–post, w/o control
group
Chemical processors Lecture, discussion Exposure to harmful
substances or
environments
Knowledge
27 USA Pre–post, w/o control
group
Chemical processors Computer-based training
modules
Exposure to harmful
substances or
environments
Knowledge
Wong et al. (1991) 186 USA Pre–post, w/o control
group
Physicians Lecture, feedback Exposure to harmful
substances or
environments
Performance
Wu et al. (2002) 833 China Pre–post, w/control
group
Health professionals Behavioral modeling Exposure to harmful
substances or
environments
Knowledge
Wynn & Black (1998) 96 USA Pre–post, w/o control
group
Medical flight crew
personnel (nurses,
paramedics)
Lecture Fires and explosions Knowledge
(table continues)
HAZARDS AND SAFETY TRAINING 61
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how hazardous event/exposure severity interacts with training engagement
to influence these outcomes. Although we found a main
effect for training in relation to knowledge acquisition and safety
performance that was consistent with expectations from active
approaches to learning (Bell & Kozlowski, 2008; Burke et al.,
2006; Taylor et al., 2005), this finding was overshadowed by
evidence of an interaction between the level of training engagement
and hazardous event/exposure. More specifically, highly
engaging training is considerably more effective in promoting
safety knowledge and safety performance than less engaging training,
particularly when the severity level of hazardous event/
exposure is high. When hazardous event/exposure severity is low,
less engaging training approaches appear to be as effective as those
that are highly engaging. This interaction effect is consistent with
theoretical arguments based on dialogical theories of experiential
learning and, at the same time, suggests that low hazards constitute
a boundary condition for the effectiveness of training engagement.
The scientific and practical implications of these findings are
discussed below.
Training Engagement
Our findings indicate that, on average, the highly engaging
methods of safety training are considerably more effective than the
less engaging methods of training in knowledge acquisition and
safety performance. Scientifically, these findings provide further
support for conceptual arguments within experiential learning theories
concerning enhancements in learning that result from action,
dialogue, and reflection. From a practical perspective, these findings
suggest the need for safety managers to more carefully consider
the relative costs and benefits of placing a trainee in a passive
versus more active type of safety training for knowledge acquisition
and performance enhancement. In particular, although distance
learning and electronic learning (e-learning) approaches to
training offer economies of scale and may appear cost effective
from a short-term financial perspective, a lack of participant engagement
in such training approaches has been acknowledged as a
major issue (Derouin, Fritzsche, & Salas, 2005). Given the importance
of knowledge and performance as outcomes of safety training,
balancing training engagement with the short-term financial
costs becomes critical both to keeping workers safe and to avoiding
the long-term financial costs of safety-related disasters, including
the aforementioned deadly explosion at the Upper Big Branch
mine in West Virginia.
We note that our findings for the relative effectiveness of less
versus highly engaging forms of safety training are stronger and
more robust than the respective uncorrected study effects reported
in Robson et al. (2010). These differences in findings are likely, in
part, due to the highly selective sampling of studies (16 of which
entered the final analyses compared to our analysis of 113 studies)
and second-order sampling error introduced in Robson et al. Importantly,
the present findings offer the most comprehensive scientific
findings concerning the relative effectiveness of training
engagement to date and serve to inform evidence-based policy on
worker safety training with respect to highly hazardous work
conditions. To underscore the importance of more informed policy
and practice related to worker safety training, one need only look
at recent news headlines concerning work safety training for the
largest oil spill recovery effort in U.S. history. For instance, David
Table 1 (continued)
Study N Country Study designa Participant occupation Method of safety trainingb Type of hazard
Dependent variable
reliabilityc
Dependent
variable
Yarrall (1986) 73 New Zealand Pre–post, w/control
group
Unspecified worksite
employees (Worksite B)
Lecture, audiovisual
presentation, discussion
Exposure to harmful
substances or
environments
Knowledge &
performance
67 New Zealand Pre–post, w/control
group
Unspecified worksite
employees (Worksite C)
Feedback Exposure to harmful
substances or
environments
Knowledge &
performance
Yassi et al. (2001) 204 Canada Pre–post, w/control
group
Health care workers Problem-based, hands-on
training/practice with
equipment
Bodily reaction and
exertion
Performance
Zohar, Cohen, & Azar
(1980)
76 Israel Pre–post, w/control
group
Metal fabrication plant
workers
Lecture, discussion, feedback Exposure to harmful
substances or
environments
Performance
Note. N ! sample size relevant to the respective effect size.
a Study design for the purpose of estimating the effect size is not necessarily the same as the actual study design. Designs were reconsidered in some cases to deal with comparison groups that did
not serve as reasonable control groups, with a lack of data on pre–post change for the control group, and with substantively range restricted pretest data that would create out-of-bound effect size
estimates. b The level of engagement of safety training was based on the most engaging training method incorporated into a study design. c The sample-size weighted average reliability for the
respective knowledge and performance reliabilities was substituted for missing study reliabilities. These mean reliability values were .73 for knowledge and .88 for performance.
62 BURKE ET AL.
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Michaels, Assistant Secretary of Labor for the Occupational Safety
and Health Administration, was quoted as saying, “We have reports
that some [in reference to British Petroleum’s oil recovery
safety training programs] are offering training in significantly
fewer than 40 hours, showing video presentations instead of requiring
hands-on training and offering only limited instruction”
(Mirza, 2010, p. 1). These workers’ insufficient training was
reflected in their behaviors: some of the clean-up workers were
reportedly working without gloves and in their regular clothes,
meaning not only that they were likely coming into direct contact
with contaminants but that they were then probably bringing these
contaminants into their homes on their clothes. We comment more
and qualify our comments on the policy and practice implications
of our results below in relation to findings for Hypotheses 3 and 4,
which pertain to the interaction of training engagement and hazardous
event/exposure severity on training effectiveness.
The Interaction of Training Engagement and
Hazardous Event/Exposure Severity
An important finding from this study is that hazardous event/
exposure severity interacted with training engagement to, on average,
produce increased learning and performance when hazardous
event/exposure severity was high and training was highly
engaging. The primary psychological mechanism we offer as an
explanation for this effect is the dread factor, the realization of the
dangers associated with ominous hazards and the experienced
feelings that one has about the possibility of such events/
exposures. This affective reaction and realization of threat severity
is, in turn, expected to promote the motivation to learn more about
such hazards and how to avoid them, as well as motivation for
transferring such knowledge to the work setting. Our argument is
consistent with the considerable amount of research on the functional
nature of affect and emotions.
Our theorizing on how the dread factor develops involves the
social and experiential construction of affect and understanding of
threat severity. As such, our theorizing and empirical findings
uniquely contribute to research on learning in safety contexts, as
well as to research on why and how workers transfer knowledge to
the work setting in terms of dealing with hazards of an ominous
nature. Consistent with our theorizing and findings, people become
more pessimistic in their predictions about negative outcomes
when they are able to reflect on or imagine the experience of such
Table 2
Safety and Health Training Method Meta-Analysis Results in Correlation Form
Training method N k
Uncorrected Disattenuated
Mr 95% CI Mr Vr M$ 95% CI M$ V$
Safety knowledge
Less engaging methods 10,073 60 .31 [.27, .35] .020 .36 [.32, .41] .029
Highly engaging methods 1,848 15 .52 [.46, .59] .011 .61 [.54, .68] .014
Safety performance
Less engaging methods 10,214 69 .20 [.17, .24] .015 .22 [.18, .25] .017
Highly engaging methods 2,559 22 .39 [.34, .45] .013 .42 [.36, .48] .015
Note. N ! total number of individuals; k ! number of study effects; Mr ! sample-size weighted mean uncorrected correlation; 95% CI Mr ! 95%
confidence interval around the estimated Mr; Vr ! variance of uncorrected effects; M$ ! sample-size weighted mean correlation corrected for dependent
variable unreliability (mean rho); 95% CI M$ ! 95% confidence interval around the estimated M$; V$ ! variance of corrected effects.
Table 3
Hazardous Event/Exposure Severity Level by Training Method Results in Correlation Form
Hazard level/training method N k
Uncorrected Disattenuated
Mr 95% CI Mr Vr M$ 95% CI M$ V$
Safety knowledge
Low hazard
Less engaging methods 250 4 .45 [.31, .60] .011 .53 [.37, .70] .016
Highly engaging methods 407 6 .41 [.28, .54] .019 .47 [.33, .61] .019
High hazard
Less engaging methods 9,823 56 .31 [.27, .35] .020 .36 [.31, .41] .028
Highly engaging methods 1,441 9 .55 [.50, .61] .004 .65 [.58, .71] .006
Safety performance
Low hazard
Less engaging methods 1,462 28 .29 [.23, .35] .011 .31 [.24, .37] .014
Highly engaging methods 841 10 .31 [.22, .39] .010 .32 [.23, .41] .011
High hazard
Less engaging methods 8,752 41 .19 [.15, .23] .014 .20 [.16, .25] .016
Highly engaging methods 1,718 12 .44 [.37, .50] .009 .46 [.39, .53] .010
Note. N ! total number of individuals; k ! number of study effects; Mr ! sample-size weighted mean uncorrected correlation; 95% CI Mr ! 95%
confidence interval around the estimated Mr; Vr ! variance of uncorrected effects; M$ ! sample-size weighted mean correlation corrected for dependent
variable unreliability (mean rho); 95% CI M$ ! 95% confidence interval around the estimated M$; V$ ! variance of corrected effects.
HAZARDS AND SAFETY TRAINING 63
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an outcome (Sanna, 1999), and research suggests that a pessimistic
outlook may be wiser in preparing for and responding to possible
negative outcomes (Rundmo, 2000; Sweeny & Shepperd, 2007). In
effect, workers in safety contexts where a hazardous exposure or
event is regarded as serious or consequential (relative to illness,
disease, or death) may be harnessing the benefits of negative states
(such as negative affect) to prepare for and prompt action to avoid
the negative outcomes. In doing so, they are engaging in safe work
behavior.
Furthermore, we note two interesting and unanticipated findings.
First, in the low hazard condition, the less and highly engaging
forms of training had comparable mean effects for both knowledge
acquisition and safety performance. These findings may have
been affected to some degree by the second-order sampling of
studies. This point is especially relevant for the two knowledgeacquisition
mean effects in the low hazard severity condition,
which are based on relatively small numbers of studies and have
wide confidence intervals. These confidence intervals are 2 to 3
times as wide as the respective confidence intervals in the high
hazard condition, where the latter intervals are based on larger
numbers of studies. Nevertheless, the overall pattern of findings
across the two dependent variable categories, knowledge acquisition
and safety performance, is noteworthy. Substantively, this
pattern of findings suggests a potential boundary condition for the
usefulness of highly engaging forms of training. That is, when
hazard severity is low, more standardized and less socially engaging
training methods may be sufficient to efficaciously produce
desired or optimal training outcomes. More research comparing
less and highly engaging forms of training under low hazard
severity conditions with respect to safety and health knowledge
and performance as the dependent variables is needed before one
can be more confident in concluding that there is a possible
boundary condition for training engagement.
Another interesting finding is that the lowest effects for knowledge
acquisition or safety performance were in the high hazard,
low training engagement conditions. There are perhaps two related
explanations for this pattern of findings. First, properly dealing
with hazards that have severe injury or illness potential may
require more procedural knowledge and skill development (e.g.,
using a self-contained breathing apparatus for dealing with radiological
waste) than working with hazards that have lower potential
for severe injury (e.g., using a loose-fitting disposable face mask
when painting). As discussed above and consistent with our general
findings concerning the effect of more versus less engaging
forms of training, less engaging forms of training (e.g., a lecture,
a pamphlet) would not necessarily lead to the development of more
advanced procedural knowledge and skill needed within an area
such as respiratory protection. Second, in line with our arguments
related to the social construction of dread and an understanding of
threat vulnerability, less engaging forms of training (with respect
to hazards with severe injury/illness potential) may inappropriately
signal that hazards and threat vulnerability are minor when in fact
that they are not. The result being a potential backlash effect where
the motivation to acquire the procedural knowledge and skill for
handling such hazards is deflated.
From a practical perspective, our findings in regard to the dread
factor are important. Given the breadth of occupations and industries
included in this meta-analysis and noting that these findings
apply to workers in over 16 countries, the observed learning and
performance differences between less engaging and highly engaging
training in the high hazardous event/exposure condition have
broad implications for the design and delivery of safety-related
interventions on a worldwide basis. That is, efforts to increase the
capacity of private sector and public sector workers to deal with
hazards of an ominous nature, such as those relating to emergency
events and exposures to highly hazardous substances, would be
well advised to consider the potential benefits of highly engaging
forms of training when hazard event/exposure is high. We offer
this observation noting that when work involves dealing with
hazards of an ominous nature, workers are not necessarily receiving
and experiencing the benefits of highly engaging training.
While our observation is based on the fact that the number of
training evaluation studies in the literature is much lower for
highly engaging safety training in comparison to less engaging
types of training, we note that this observation is also consistent
with literature indicating that safety training is not more prevalent
in occupations and industries where workers face potential exposure
to hazards with severe injury potential (Smith & Mustard,
2007).
Potential Limitations and Directions for
Future Research
While we have relied on dialogical theories of experiential
theories of learning as the basis for our psychological mechanisms
and hypotheses, we recognize that this proposed psychological
mechanism for our findings is an unmeasured variable. Thus,
alternative explanatory mechanisms might be proposed for the
obtained effects. We encourage research and, in particular, experimental
studies that attempt to test expectations in relation to the
dread factor and to measure affective and motivationally relevant
cognitions that serve as mediating variables in our causal arguments.
Another potential limitation of this investigation is that we did
not have adequate data to control for several factors (e.g., sex and
position within organization) that are known to influence risk
perceptions. For many of the studies, with the exception of several
studies and samples within the health care sector (e.g., nursing),
the samples were predominantly male. Likewise, the samples in
our studies were predominantly line workers, with few safety
training studies involving managers.
Furthermore, while our studies were based in over 16 different
countries, studies from the United States dominated the set. As
safety training continues on a worldwide basis, a useful future
research direction would be to consider the joint influence of
national cultural values, training engagement, and hazards on
safety knowledge acquisition and performance. This suggestion is
made based on some evidence that cultural values such as uncertainty
avoidance are related to training engagement (Burke, Chan-
Serafin, Salvador, Smith, & Sarpy, 2008). That is, as uncertainty
avoidance increases, the level of training engagement decreases.
This effect is expected to be due to organizations in cultures that
place a high value on avoiding uncertainty tending to favor more
structured, less engaging approaches to safety training.
In terms of future research concerning the role of work context
and environment (i.e., hazardous event/exposure), we believe the
hazard scoring system employed in this investigation has reasonable
potential for advancing the understanding of effects associ-
64 BURKE ET AL.
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ated with physical hazards in many types of work environments.
The present hazard scoring system relies on the dichotomization of
hazards as low and high relative to an available and standardized
(across industries and occupations) hierarchy of workplace hazards.
Notably, this system is flexible in the sense of permitting
gradations in hazard categorization for up to seven hierarchically
ordered categories should a researcher’s question call for the
consideration of more fine-grained hazard distinctions. To our
knowledge, the hazard scoring system within this research (i.e., the
Bureau of Labor Statistics’ OIICS) has not been employed in other
behavioral, management, or pubic health research to examine
effects associated with hazardous work environments. Typically,
hazards are recognized in these literatures but are infrequently
scored and examined as situational variables. Notable exceptions
include the O*NET work context ratings, which reflect job analysts’
ratings of potential exposure to job hazards (see Strong,
Jeanneret, McPhail, Blakley, & D’Egidio, 1999), and the idiosyncratic
trade association scheme reported by Sinclair et al. (2003).
Conclusion
The current study demonstrates the interactive influence of the
level of engagement of safety training and hazard event/exposure
severity on the development of safety knowledge and performance.
Importantly, in relation to knowledge acquisition and safety performance,
we have found that highly engaging safety training is
more effective than less engaging safety training when hazardous
event/exposure severity is high, whereas highly and less engaging
safety training have comparable levels of effectiveness when hazardous
event/exposure severity is low. More broadly, we hope, in
conducting this study, not only that we have contributed to an
understanding of the role that work context (i.e., workplace hazards)
plays in relation to different levels of active learning to
improve worker safety but that we have also underscored the value
of a social constructionist lens to studying workplace safety.
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Received January 27, 2010
Revision received September 28, 2010
Accepted September 29, 2010 !
70 BURKE ET AL.
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Who is the Speaker of the House of Representatives? What is their chief responsibilities?

Instructions: The tenth assignment will require you to research the legislative branch and provide a brief analysis. The analysis will need to address the issues and/or questions outlined in the “Assignment Objectives.” Your analysis will need to be a minimum of 400 words and the preferred format is single-spaced, Times New Roman font, and 12pt font size. Further, the analysis should be free of major grammatical errors and properly cited using APA format.
Assignment Objectives: This assignment will examine various aspects of the legislative branch. For this assignment, please address the following:
Identify and explain at least one of the constitutional responsibilities the House of Representatives is given by the US Constitution.
Identify and explain at least one of the constitutional responsibilities the Senate is given by the US Constitution.
For both of your given examples, identify at least one method the executive branch employs to assert its influence over them.
Who is the Senate Majority Leader? What is their chief responsibilities?
Who is the Speaker of the House of Representatives? What is their chief responsibilities?

Discuss the motives behind the adoption and diffusion of business excellence models in public/private sector organizations in the UAE or wider context of the MENA region.

Principles of Business Excellence

Course Code: QLTY623

Assessment Strategy

FINAL EXAM

Final Exam (Week / Session 16 – 50% of the course grade): This is the final element of the course assessment and accounts for 50% of the final mark. The Final Exam is a sit-in physical exam. The final exam would be in form of 3 to 4 essay type questions of ALL the material that are being discussed in the class during the semester in particular the course recommended textbook. It covers all learning outcomes of the course. In order to successfully complete the course, you should attend all sessions, take note of the issues discussed during each session, and review the course recommended textbook and all VLE material (articles, book chapters, digitized material etc.).

To be awarded a high grade for the course, you should use the theories and concepts of the course and support your arguments with evidence for real world local and MENA-based as well as international organizations.

 

Rubrics for Final Exam

Criteria (Marking scheme) Description
Clarity in writing and explanation

(Mark 0 to 5%)

Clear and error free writing and use of language of the course; focus on each aspect of the question; avoid general answer.
Accuracy of answers

(Mark 0 to 15%)

Answers are accurate and reflect on the course material (recommended textbook, All VLE material)
Precision/

Logic of arguments

(Mark 0 to 15%)

Avoid too much details, avoid repetition and focus on the question. Answers and examples are mutually supporting and follow from one another. Course related theories/models/concepts must be used as a lens to discuss the practice of BE models.
Relevance to the concepts and theories of the course

(Mark 0 to 10%)

Show understanding of the course material and achieving the learning objectives of the final exam. Examples in support of arguments are linked to the adopted practices by local organizations.
Depth/Breadth of arguments

(Mark 0 to 5%)

Answers show a full understanding of the existing research, reflect on multiple points of view, and recognize varied interpretations and implications. Convincing evidence of attending lecture, awareness of argument discussed during the course, reading the course material –i.e. rrecommended textbook, All VLE material)
No Plagiarism

(Mark: University policy for plagiarism )

Rely on your own knowledge and understanding of the questions. Do not use others’ answer. Rephrase material adopted from other sources. Cite any material adopted from other sources correctly.

Grading Scheme for final exam: Based on the above assessment criteria you will be awarded a grade shown in the grading scheme of the course syllabus (i.e. A, B+, B, C+, C & F – see the course syllabus for more details on grading system). DO NOT copy others and rely on your own knowledge and understanding of the questions. Please DO NOT leave the exam hall quickly (minimum 1 hour). Read each question more than one time. Review your answers before handing over your answer sheet to the invigilator.

Sample final exam questions

  • Compare and contrast local/regional/international business excellence models.   Support your arguments with evidence from MENA-based (e.g. UAE) organizations.
  • Critically analyze the most widely used business excellence models adopted by the UAE-based organizations across the emirates (i.e. Dubai, Abu Dhabi, Sharjah,…)
  • Explain the vital role of top management/customer orientation/employee orientation/process orientation, benchmarking (and other criteria of business excellence models) in achieving business excellence. Support your arguments with evidence from MENA- (and UAE-based) organizations.
  • Critically analyze the performance impact of business Excellence models (e.g. EFQM, Deming Prize, MNBQA, DGQA, ISO 9000 series etc.). Support your arguments with evidence from MENA- (and UAE-based) organizations.
  • Discuss the motives behind the adoption and diffusion of business excellence models in public/private sector organizations in the UAE or wider context of the MENA region.
  • Critically analyze the adoption and performance impact of EFQM model in the UAE.  Support your arguments with evidence from MENA-based (e.g. UAE) organizations.
  • Define and describe categories/criteria of business excellence models (e.g. EFQM, Deming Prize, MNBQA, DGQA, ISO 9000 series). Support your arguments with evidence from MENA-based (e.g. UAE) organizations.
  • Explain the origin and nature of business excellence frameworks in the context of continuous quality improvement
  • K2 Discuss local and international business excellence frameworks and related quality awards in terms of criteria and award application process
  • S1 Evaluate business excellence frameworks for different organizational settings
  • S2 Conduct a systematic business excellence self-assessment exercise based on national (e.g. Dubai government excellence programme) and international business excellence frameworks (e.g. EFQM, Deming Prize, MNBQA)

 

Good luck