The role of tutoring in education and working with adults
The ROLE of
TUTORING
in EDUCATION and
WORKING WITH ADULTS
edited by LECH KÓSCIELAK
FASS Publishing
Warsaw 2018
Series: “Tutor: Past and Future”
Series Editors
Jan Gancewski (University of Warmia & Mazury in Olsztyn)
Lech Kościelak (The Maria Grzegorzewska University in Warsaw)
Volume Editor
Lech Kościelak
Review Editors
Anna Kwak (University of Warsaw)
Marinela Dimitrova Porczynska (St. Cyril and St. Methodius University of Veliko Turnovo)
Copy Editor
Ewelina Siemianowska
DTP
Paweł Kucypera
Cover Design
Paweł Kucypera
Proofreading
Team
© Copyright by FASS Publishing 2017
ISBN 978-83-935285-1-6
Printed in Totem.com.pl
CONTENTS
9
Preface
PA RT I . T U T OR I N G I N E DUC AT ION
Is Growing a “Moral Agent” with Andragogic Ethics Training
in Nursing Possible? An Evaluation on the Objectives, Methods
and Trainer’s Qualifications in Training
13
G A M Z E N E S I P O G LU
Distance Education for All Ages in Romania
35
E L E N A-M A R I A E M A N DI
Looking Broader: Rhetorics as Soft Skills Competence Development
55
I N G R I DA TAT OLY T Ė
Meeting Spiritual Needs as a Part of Tutoring in Education for the Elderly
83
V Ě R A S UC HO M E L OVÁ
Academic Tutoring in Students of Theology in Care Ethics Context.
Focus on Students with Health Issues
109
MO N I K A Z AV I Š
Cooperative Learning Strategy for Students’ Academic Achievement.
The Case of 1 to 5 Students’ Group Discussion Strategy in Kokebetsibah
Secondary School
121
E Y U E I L A BAT E DE M I S S I E
Perspectives of Service Learning Strategy in Academical Education and
the Position of a Teacher in its Frame
Z U Z A N A BA R I A KOVÁ , M A R T I N A K U B E A L A KOVÁ
143
CONTENTS
Effectiveness of Academic Tutoring
159
O R S OLYA P Ó C S I K
The Role of Tutoring in Education and Working with Adults in Malta
179
DE A N DR A C U TAJA R
The Role of Tutoring in the Field of Education and Work with Adults
During my Professional Experience
193
L AT I N K A K RU MOVA G E O RG I E VA
PA RT I I . T U T OR I N G I N S O C I A L WOR K
201
Social Worker as Tutor
E WA W I Ś N I E W S K A
Nonviolent Communication in Social Work. Is it Possible?
221
M AG DA L E N A S TA N KOW S K A
Implementation of Tasks of a Social Worker in the Light
of the Social Assistance Act of March 12, 2004 – Research Report
235
S Y LW I A K W I AT KOW S K A
Social Work for the Elderly – Reflections from Practice and Observation
247
AG N I E S Z K A DR AJ KOW S K A
PA RT I I I . PROJ E C T “ K E Y T U T OR S ”
Project „Key Tutors”
257
I DA H A N N A KO Ś C I E L A K
Project "Key Tutors" in the Perspective of a Polish Foundation
267
L E C H KO Ś C I E L A K
About the authors
273
6
SP I S T R E Ś C I
10
Słowo wstępne
C Z Ę Ś Ć I . T U T OR I N G W E DU K AC J I
Czy możliwy jest rozwój „agenta moralnego” z andragogicznym
treningiem etyki w pielęgniarstwie? Ewaluacja celów, metod
i kwalifikacji trenera w szkoleniu
13
G A M Z E N E S I P O G LU
Edukacja na odległość dla wszystkich osób w Rumunii
35
E L E N A-M A R I A E M A N DI
Szersze spojrzenie. Retoryka jako rozwój umiejętności miękkich
55
I N G R I DA TAT OLY T Ė
Zaspokajanie potrzeb duchowych jako część tutoringu w edukacji osób starszych
83
V Ě R A S UC HO M E L OVÁ
Tutoring akademicki u studentów teologii w kontekście etyki opieki.
Koncentracja na uczniach z problemami zdrowotnymi
109
MO N I K A Z AV I Š
Wspólna strategia uczenia się dla osiągnięć studentów w nauce.
Przypadek 1 do 5 grup dyskusyjnych uczniów w szkole średniej
w Kokebetsibah
121
E Y U E I L A BAT E DE M I S S I E
Perspektívy stratégie service learning v univerzitnom vzdelávaní
a pozícia učiteľa v jej rámcoch
Z U Z A N A BA R I A KOVÁ , M A R T I N A K U B E A L A KOVÁ
143
SPIS TR E ŚCI
Skuteczność tutoringu akademickiego
159
O R S OLYA P Ó C S I K
Rola tutoringu w edukacji i pracy z dorosłymi na Malcie
179
DE A N DR A C U TAJA R
Rola tutoringu w dziedzinie edukacji i pracy z dorosłymi
w trakcie mojego doświadczenia zawodowego
193
L AT I N K A K RU MOVA G E O RG I E VA
C Z Ę Ś Ć I I . T U T OR I N G W PR AC Y S O C JA L N E J
Pracownik socjalny jako tutor
201
E WA W I Ś N I E W S K A
Porozumienie bez Przemocy w pracy socjalnej. Czy możliwe?
221
M AG DA L E N A S TA N KOW S K A
Realizacja zadań pracownika socjalnego w świetle Ustawy
o pomocy społecznej z 12 marca 2004 roku – sprawozdanie z badań
235
S Y LW I A K W I AT KOW S K A
Praca socjalna dla osób starszych – refleksje z praktyk i obserwacji
247
AG N I E S Z K A DR AJ KOW S K A
C Z Ę Ś Ć I I I . PROJ E K T “ K LUC Z OW I T U T OR Z Y ”
Projekt „Kluczowi tutorzy”
257
I DA H A N N A KO Ś C I E L A K
Projekt „Kluczowi tutorzy” w perspektywie polskiej fundacji
267
L E C H KO Ś C I E L A K
O autorach
273
8
Preface
The collective monograph on the role of tutoring in
adult education and social work is the first publication
within the series titled “Tutor: Past and Future.”
The book is divided into three parts: tutoring in education, tutoring in
social work and tutoring in the project “Key Tutors.”
The first part consists of articles written by the international community of researchers and practitioners. The second part consists of articles
by Polish authors dealing with social work.
The third part contains two texts about the implemented European
project “Key Tutors.”
The idea of the publishing series was born during two years of work in
the project of strategic partnership of several institutions from European
Union countries.
Tutoring takes on a new dimension in contemporary teaching and
lifelong learning. A world without innovative teaching methods will stay
in place with general education and will not be able to develop properly.
Dear reader, I wish you an inspiring reading!
Editor
Słowo wstępne
Monografia zbiorowa o roli tutoringu w nauczaniu dorosłych i w pracy
socjalnej rozpoczyna serię wydawniczą pt. Tutor. Przeszłość i Przyszłość.
Pierwsza książka dzieli się na trzy części: tutoring w edukacji, tutoring
w pracy socjalnej i tutoring w projekcie „Kluczowi Tutorzy”.
Część pierwsza składa się z artykułów napisanych przez środowisko
międzynarodowych badaczy i praktyków. Część druga to artykuły polskich autorów, zajmujących się pracą socjalną.
Część trzecia zawiera dwa teksty mówiące o wdrożonym projekcie
europejskim „Kluczowi Tutorzy”.
Pomysł serii wydawniczej narodził się podczas dwóch lat pracy
w projekcie partnerstwa strategicznego kilku instytucji z krajów Unii
Europejskiej.
Tutoring nabiera nowego wymiaru we współczesnym nauczaniu
i kształceniu ustawicznym. Świat bez innowacyjnych metod nauczania
będzie stał w miejscu z edukacją powszechną i nie będzie mógł się prawidłowo rozwijać.
Drogi Czytelniku, życzę inspirującej lektury!
Redaktor
PA RT I . T U T O R I N G I N E DU C AT IO N
Is Growing a “Moral Agent” with Andragogic
Ethics Training in Nursing Possible?
An Evaluation on the Objectives, Methods
and Trainer’s Qualifications in Training
G A M Z E N E S I P O G LU
Istanbul
A patient health, autonomy and even life or death
can be affected by a nurse’s decisions and actions.
Pamela F. Cipriano
(President, American Nurses Association)
keywords . adult training, andragogic education, teaching methods,
ethics training in nursing, qualifications of trainer
1. Introduction
It would be appropriate to define what the concept of “nursing” expresses,
at first, to comprehend the importance of obligations and ethical behaviour
in nursing with the thought that the concept is the gate of meaning. Nursing is defined as an integral part of the health care system, encompasses the
promotion of health, prevention of illness, and care of physically ill, mentally
ill, and disabled people of all ages, in all health care and other community
settings, by the International Council of Nurses (ICN).1 There are various
definitions that emphasize the goals and obligations of nursing as the definition of Turkish Nurses Association. The association defines nursing that
is a health care discipline held responsible for achieving the main goals of
health – to promote health, to prevent illness, to alleviate suffering and
to restore/improve health-providing the well-being of an individual and
correlatively a community with integration of science, training, skilled
acts, organization and management.2 As is also understood from the concept defined by different organizations, nursing has a universal meaning
in sense of responsibilities, by extension, professional and ethical obliga1
2
Definition of Nursing, The International Council of Nurses (ICN), http://www.icn.
ch/who-we-are/icn-definition-of-nursing, accessed 10.05.2017.
Turkish Nurses Association Legislation: Purpose of the Association-Article 3, Turkish
Nurses Association (TNA), http://www.turkhemsirelerdernegi.org.tr/tr/thd/thdtuzuk.aspx, accessed 10.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
tions. Moreover, it has a critical place in the health care system and society
in conjunction with the patient care by her/his determinative decisions
and acts. In this context, not only the medical knowledge and skills but
also ethical reasoning and behaviour are expected in nursing practice. So,
would a nurse be educated/trained enough to meet the expectation? The
question would be answered in two aspects; first one is undergraduate education and second one graduate or postgraduate training.3 In sense of
andragogic education, ethics training in graduate or postgraduate period
for the nurse should be scrutinised and offered solutions to meet the needs
by means of the situation analysis, primarily. The analysis could be done
getting to the deep roots of the situation and comprehending the ethical
phenomenon by the evaluation of the historical journey in nursing since
history of thought witnessed that ethical phenomena just as scientific,
cultural, social and even behavioural phenomena have been coming into
existence interactively with others and in interaction with the esoteric and
exoteric (scientific, cultural, social, etc.) groups.
2. The Deep Roots of Nursing Education and Ethics
In the West, the base of institutional nursing, correlatively nursing ethics, was laid with Florence Nightingale’s (1820–1910) awareness about the
necessity of humane and moral treatment for the patients in 1860. Since
nurses were not a part of a professional discipline and also they were not
educated, in professional sense, they could not cure the patients with regard to the professional, scientific and ethical standards. Therefore, there
were inadequacy and incompetency that Nightingale realized in nursing
practice in the context of medical, cultural and moral knowledge, and
also the nurse-patient relationship. Thus, she did need to found the nursing school called as the Florence Nightingale School of Nursing and Midwifery in St. Thomas Hospital London, on 9 June 1860.4 The school was
3
4
The concepts of “education” and “training” are particularly used in separate meaning
to indicate their difference: “Education” refers a learning duration emphasizing theory
and knowledge, but “training” implies learning, acquiring skill and showing development
in a special area and professional discipline. Therefore, the concept of education is used
to point out the undergraduate period and the concept of “training” is used to remark
the graduate and postgraduate period, in this study. See more: The Difference between
Learning, Training and Education, http://www.callofthewild.co.uk/library/useful-articles/the-difference-between-learning-training-and-education, accessed 10.05.2017.
Nightingale Review 2010 – 150th Anniversary Edition, London 2010 (King’s College
London Florence Nightingale School of Nursing & Midwifery), p. 4.
14
15
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
(is) considered as one of the first nursing institutions that provided formal
training in common with the schools established before such as St. John’s
House, the Anglican Nursing Sisterhood, in 1848. In these schools, the
main aim was to improve the care rules in professional standards.5 Despite the presence of the schools established before, Nightingale’s school
survived until today and still maintains its importance. The fundamental
reason of that would be based on her philosophy of care formed during
the Crimean War (1853–1856). Through the warm period, she realized
the significance of “holistic care” that comprised of ventilation, nutrition,
personal hygiene and sanitation for the patients. It means the wholeness
of environment, person (patient), health and nurse; as a matter of fact
the above mentioned components were for the one, the patient. From the
point of the nurse, the wholeness implies to have science and art of the
nursing by means of education and display professional and moral behaviour in practice.6 Hence, Nightingale underlined not only scientific
knowledge but also knowledge of ethics, communication, culture and
politics that the nurse had to have and reflect them in her behaviour.7 She
overemphasized that professionalism and ethics8 interdependent because
she considered ethics as the “precondition” of professionalism. Indeed,
the place of ethics in her philosophy of care was fundamentally formed
with her moral character so she aspired to build up a moral profile for the
nurse, who displayed moral behaviour as a habit in nursing practice, in
her school. She laboured to achieve the goal displaying “exemplary habits
of behaviour” and giving moral education.9 Thus, nursing had been transformed a moral, esteemed and professional discipline with her efforts
about making nursing an occupation based on certain standards and
moral values.10 It would be syllogized from her philosophy of care that
ethics is the inevitable component of professionalism to present moral
5
6
7
8
9
10
History of Nursing: Major Sources at London Metropolitan Archives, Information
Leaflet Number 36,, London 2010 (London Metropolitan Archives), p. 4.
S.S. Ali Pirani, Application of Nightingale’s Theory in Nursing Practice, Annals of
Nursing and Practice, vol. 3 (3) (2016), p. 1–3.
A.T. Frello, T.E. Carraro, Florence Nightingale’s Contributions: An Integrative Review
of the Literature, Escola Anna Nery, vol. 17 (2013), p. 573–579.
Ethics also implies the moral responsibility for a member in a professional area, so it
would be considered as a complement of professionalism.
D. Sellman, The Virtues in the Moral Education of Nurses: Florence Nightingale Revisited, Nursing Ethics, vol. 4 (1997), p. 3–11.
S. Hoyt, Florence Nightingale’s Contribution to Contemporary Nursing Ethics, Journal of Holistic Nursing, vol. 28 (2010), p. 331–332.
PA R T I . T U T O R I N G I N E DU C AT I O N
health care since just scientific knowledge is not meaningful and humane
without ethics in the discipline. Florence Nightingale’s awareness about
the wholeness of science, ethics and education in nursing professionalism
is the most important element that made her a precious model for nurses from 1860’s. Shortly, Nightingale as the Lady with the Lamp lighted
the darkness not only for the soldiers in the Crimean War in real terms
but also for the nurses laying the foundation of modern and institutional
nursing having the professional standards and moral values. (Figure 1)
Figure 1. Florence Nightingale as the Lady
with the Lamp. During the Crimean War
she walked through the wards to control the soldiers’ health situation and not
to leave them alone, lamp in her hands,
at nights. So, she was called as the Lady
with the Lamp by the soldiers. Source:
http://onedaycreative.com/lady-lamp-florence-nightingale, accessed 10.05.2017
As for the roots of nursing education and ethics in Turkey, the foundation of nursing education was laid by Besim Omer Pasha (1862–1940),
who was the physician and pioneer of modern obstetrics and gynaecology in Turkey, in 1911. He decided to apply the method used for education of female caregivers in Japan and summoned the daughters of wellknown families of Istanbul to attend to the Voluntary Caregiver Course.
After the six-month education, Turkish women began, for the first time,
to help and cure to the wounded soldiers. These courses were also held
for the commoners and about three hundred caregivers, as a nurse, went
to the front lines to help the wounded soldiers and people in the Battle of
Canakkale (Battle of Gallipoli) and World War I.11 Thus, the approach of
11
M.F. Ulusoy, Türkiye’de Hemşirelik Eğitiminin Tarihsel Süreci (Historical Process of Nursing Education in Turkey), CÜ Hemşirelik Yüksekokulu Dergisi, vol. 2 (1998), pp. 1–3.
16
17
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
nursing helping people voluntarily began among Turks. (Figure 2) However, the institutional nursing education could begin after the Proclamation of the Republic of Turkey (1923).
Figure 2. The voluntary Turkish nurses, caregivers, were being grown in the
courses began with the efforts of Besim
Omer Pasha, thus the seeds of formal
nursing education were spread by him
in Turkey. When the nurses helped the
wounded soldiers during the Battle of
Canakkale (1915–1916). Source: https://
s-media-cache-ak0.pinimg.com/originals/69/71/f5/6971f53ef4d33ffa09913eba16f59cf2.jpg, accessed 10.05.2017
In 1925, Besim Omer Pasha established Kızılay Caregiver School, after a while, named as Kızılay Private Nursing School as the first Turkish “nursing college,” although Amiral Bristol Private Health College the
first private college supported by the USA was founded before by American Hospital in Istanbul. Kızılay Caregiver School was the product of
the Pasha to set up a new health system inclusive of nurses since he was
deeply touched by Nightingale’s efforts and appreciated her works.12 Furthermore, effects of his vision that was formed when he took specialized
training in obstetrics and gynaecology in France and worked in the West
cannot be denied. He was also the pioneer to establish new schools in different levels; high school, college and finally university. The first Turkish
nursing school provided to increase demand being a member of health
care as a nurse for women and, in line with increasing demand, the State
Nursing Colleges were opened by the Ministry of Health as from 1946.
Beside the colleges, the university level education in nursing was begun
in 1955 with Ege University Nursing Faculty that the first nursing school
at the bachelor’s degree, in Izmir. The faculties were established following one after another; Hacettepe University Faculty of Nursing (Ankara)
and Istanbul University Florence Nightingale Faculty of Nursing (Istan12
R. Cavusoglu, Education and Experience in Nursing: A Comparison between Vocational School and University Graduates, MA thesis, Middle East Technical University, Ankara 2013, p. 23–25.
PA R T I . T U T O R I N G I N E DU C AT I O N
bul), 1961. The presence of these faculties was not based on needs, but it
was the result of the aim to change the current cultural perception about
nursing, which was not high esteemed occupation for highly-educated
women because the numbers of educated women were not much. The aim
was achieved, at the beginning, by the international foundations such as
the Foundation Florence Nightingale Nursing Schools and the Agency for
International Development (AID), the USA. The agency did award scholarship to 12 nurses to complete their undergraduate and postgraduate
studies at Colombia University. When the nurses educated in the university came back Turkey, they designed a nursing program based on the
US nursing model in university level and became the cornerstone at the
establishment of nursing faculties.13 The nursing schools and faculties in
college and university level had a significant role to make nursing institutional, contextually professional, in newly founded Republic under difficult economic and socio-politics conditions. However, the above-mentioned initiatives were just related to the graduate level and inherently
limited to being a nurse.
So, would professionalism be degraded to the graduate level in the
context of science, art and ethics in nursing? The answer to the question would be given that if a professional area necessitates the wholeness of scientific, moral and cultural knowledge with skilled vocational
abilities, just as underlined in Nightingale’s philosophy of care, a professional should always improve knowledge and skills for having integrity in professional sense and showing perpetual development for
being a moral, competent and qualified specialist. This is the “necessary
condition” of being a competent professional, and it can be provided
with the postgraduate education and continuing training as well as the
graduate education. Therefore, professionalism in nursing would not be
degraded to the graduate level and it involves continuing training in
sense of lifelong learning.
Towards the “necessary condition,” masters and doctoral degree
programmes were opened to provide the condition of the postgraduate
education in Turkey. The first one was the master’s program in nursing
opened in 1968 and four years later doctoral education began in Hacettepe University Faculty of Nursing. It is stated that the nurse’s knowledge
and skills related to care in health care dimension, and also the roles of
management, leadership and advocacy in the organisational dimension
13
M.F. Ulusoy, op.cit., p. 4.
18
19
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
would be improved by means of postgraduate education like masters and
doctoral degree programmes in nursing.14 Although professionalism entails lifelong learning with continuing training; the postgraduate education providing to be a specialist well-equipped with knowledge of the
vocational area is the preliminary step for lifelong learning.
3. Place of Ethics in Nursing and Education
The place of ethics in a professional discipline is considered with the code
and principles prepared for the discipline in general sense. In the discipline of nursing, the Code of Ethics for Nurses published by the International Council of Nurses (ICN) in 1953 is acknowledged as the base
of nursing ethics. The code based on mental and physical well-being of
the patient together with dignity and human rights highlights the main
responsibilities for the nurse, and handles the nursing professionalism in
four contexts as “nurses and people,” “nurses and practice,” “nurses and
profession” and “nurses and co-workers.” The fundamental obligations
towards people (the patients) are stated in elements of nurses and people, where respect for the rights, values and beliefs of the patient, his/her
family correlatively community; justice in sense of “allocation of resources” and “equity;” being competent, and showing integrity and reliability
are expected from the nurse. Professional and ethical responsibilities ascribed for the nurse are highlighted in the element of nurses and practice;
protect the rights of people; respect for dignity; correspond to advance
in science and technology; enhancement with “continuing training” and
communications skills. The roles and duties for professional and ethical
competence in research, education and management are anticipated from
the nurse in the element of nurses and the profession. And, ultimately,
the element of nurses and co-workers points out the importance of relationship based on respect and moral values with nurses, physicians and
other health care professionals.15 The code was adapted to the profession
of nursing within the scope of Ethical Principles and Responsibilities for
Nurses by Turkish Nurses Association (TNA, Türk Hemsireler Dernegi – THD) in 2009, in Turkey. The principles, in parallel with the four
14
15
S. Ergol, Türkiye’de Yükseköğretimde Hemşirelik Eğitimi (Nursing Education in
Higher Education in Turkey), Journal of Higher Education and Science, vol. 1 (2011),
pp. 152–155.
The ICN Code of Ethics for Nurses, International Council of Nurses, Geneva 2012,
pp. 1–4.
PA R T I . T U T O R I N G I N E DU C AT I O N
principles of (bio)medical ethics16, comprise of non-maleficence and beneficence, autonomy/respect for individual (autonomy), justice and equality, and confidentiality and privacy. The principles of nursing ethics, with
differences of core principles of (bio)medical ethics, involve confidentiality and privacy as a principle and evaluate the principles of non-maleficence and beneficence together, two in one. The first principle advocates
“abstain from doing harm” and being careless in all areas of nursing like
practice, education and research. The second principle necessitates respect for the patient’s physical and mental integrity, and decisions on his/
her own body obtaining (oral or written) consent. The third one is about
non-discrimination in patient care regarding the race, language, religion,
age, and so on. It prescribes the fair and equitable distribution of resources and keeping away the relationship based on self-interest. The fourth
principle fundamentally advises nurses to pay attention the confidentiality of the patient’s records and information.17 Although there are little
differences between the accepted principles, for example, the American
Nurses Association published the ethical principles that contain autonomy, beneficence, non-maleficence, fidelity, justice and paternalism for
nurses; the ethical principles show great similarities in general framework.18 Presence and determinative place of the principles and the code
cannot be denied to draw the general lines for making an act ethical.
On the other hand, they bring some questions to mind: Are they sufficient to transform the act as a habitual behaviour and to make the nurse
virtuous? They would be inherently criticised in the sense of limitations,
inadequacy and inconsistency just as the principles accepted in (bio)
medical ethics because they do not offer the nurse to have professional
integrity conflicting with each other in particular cases and they keep
emotional and social dimension of the patient out. They are also focus on
the consequences and endeavour to reach just the “right action,” but not
“integral good,” “internal morality” and “human moral flourishing.”19
16
17
18
19
T.L. Beauchamp, J.F. Childress, Principles of Biomedical Ethics, New York 2001 (Oxford University Press), pp. 5–15.
Hemşireler için Etik İlke ve Sorumluluklar (The Ethical Principles and Responsibilities for Nurses), Türk Hemsireler Dernegi, Ankara 2009, pp. 3–5.
Short Definitions of Ethical Principles and Theories Familiar Words, What Do They
Mean?, American Nurses Association, http://www.nursingworld.org/MainMenuCategories/EthicsStandards/Resources/Ethics-Definitions.pdf, accessed 16.05.2017.
G. Nesipoglu, Reasoning on an Eclectic Approach in Medical Ethics: Synthesis of the
Basic Principles with Aristotle’s Virtue Ethics, Philosophical Views (Filozofski pogledi), vol. 4 (2016), pp. 1–10; http://filozofski-pogledi.weebly.com/global-ethics-day--
20
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G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
Moreover the principles and the code consisting of the principles are also
queried in the context of their a priori essence, despite of a posteriori nature of medical practices.20 Since the nature of medicine is based on moral and epistemic relationship and practice, a priori principles cannot be
sufficient to guide the nurse for ethical decision-making and establish
confidential relationship with the patient. Furthermore, the principles
have some limitations such as “weakness in philosophical foundations,”
“abstractness,” and “poor applicability” due to lacking of moral reasoning and “uncritical acceptance.”21 Nevertheless, the principles and the
code are necessary condition to determine and systematize the general
framework of the “good” in nursing practice. So, how should the necessary
condition be taught in the andragogic (adult) nursing training to bring up
the nurses acting morally in the professional area?
4. Formation of the Objectives to Grow the Nurse as a Moral Agent
To answer the question asked above scrutinizing the content, objectives
and methods of the education/training will make clear whether the principles could be sufficient to interiorise and reflect as a feature of character
or an obeyed and imposed rule system. At this juncture, the goal of education/training should be queried, and its objectives about growing a nurse
whether as a moral agent or a professional just obeying the principles
without moral reasoning and sensitivity should be clearly determined.
To grow a moral agent means to bring the nurse up knowing and applying the principles as well as recognizing, discussing, reasoning and analysing an ethical dilemma or issue with moral awareness and sensitivity.
So, the goal to grow a nurse as a moral agent is doubtlessly preferable, and
a trainer would achieve the goal determining the content and achieving
the objectives in “teaching areas” of adult ethics training for nurses. As
Cipriano22 stated, the nurse’s decisions and behaviour are determinative
20
21
22
-19-october/-reasoning-on-an-eclectic-approach-in-medical-ethics-synthesis-of-the-basic-principles-with-aristotles-virtue-ethics, accessed 17.05.2017.
E.D. Pellegrino, Toward a Reconstruction of Medical Morality, American Journal of
Bioethics, vol. 6 (2006), pp. 65–71.
O. Numminen, Nursing Ethics Education in Finland from the Perspective of Codes of
Ethics, Turku 2010 (Painosalama Oy), pp. 28–30.
The Year of Ethics Commences with First Revision of Code since 2001, American
Nurses Association, http://www.nursingworld.org/FunctionalMenuCategories/MediaResources/PressReleases/2015-NR/The-Year-of-Ethics-Commences-with-FirstRevision-of-Code-since-2001.html, accessed 18.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
on the patient life and/or death, therefore, the trainer should form the objectives and teaching areas convenient to the goal. In the context of teaching area, the objectives consist of “moral philosophy,” “moral reasoning
and decision-making,” “professional values,” “professional ethics,” critical reflection” and “moral sensitivity.”23 Moral philosophy includes concepts, different moral theories, and knowledge of values and principles.
The nurse can choose an ethical theory like virtue ethics, deontology, etc.
as a base for her/his moral behaviour with the knowledge of moral philosophy. She/he also has sensibility, interest and liability in relationships
by being open, charitable and sharing responsibility. The nurse can realize what is an ethical dilemma or issue, reason on it and seek an ethical
solution for the best interest of the patient by means of moral reasoning
and ethical decision-making.24 Skill of moral reasoning and ethical decision-making could be obtained in light of moral philosophy, reasoning
on the principles and values, justification or falsification of them and ratiocination, in time.25 The principles prepared for nurses also represent the
values of the professional values of nursing due to the wholeness of ethics
and professionalism, mentioned as before. Professional ethics, in conjunction with professional values, provides to understand “moral nature of
nursing practice.” Ethics training including professional ethics, values
and principles offers the nurse to have competence in the professional
area. Critical reflection (thinking) is the core of decision-making process
since the nurse can have the ability to realize an issue ethical, analyse
and solve it by means of critical thinking. Ethical dilemmas and issues
in medical practice are the regarding to the life and/or death of a human
being, so they cannot be solved intuitively and necessitate having critical
thinking skill as well as knowing moral theories, values and principles.
As for moral sensitivity, it comprises moral “perception,” comprehension,
“insight” and “empathy” in relationships. It is also a component of moral
awareness to display moral attitude towards the patient, co-workers, cases and issues.26 These objectives in teaching area are necessary conditions
to grow nurses exhibiting moral behaviour as a moral agent. If the objectives can be attained, the nurse has knowledge of moral theories, select
the available one as a moral compass to her/his behaviour by means of
23
24
25
26
O. Numminen, op.cit., pp. 44–49.
O. Numminen, op.cit., pp. 45–46.
G. Nesipoglu, passim.
O. Numminen, op.cit., pp. 47–49.
22
23
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
analytic thinking, tries to justify the selection and falsify other theories
unselected, at first, and she/he can use the process to the other choices in
professional area. Then, the process of reasoning and ratiocination begins by critical thinking to analyse and look for a solution to the ethical
dilemma or issue encountered in professional life. In time, understanding and developing empathy to sense “the other” arise, and constitute
the comprehension and perception providing to choose the “good” with
moral sensitivity. And then, the nurse having moral sensitivity, moral
awareness, knowledge of ethical theories, principles and values besides
reasoning under favour of analytic and critical thinking skills can realize
the ethical issue, then query, analyse and criticize it, and try to find the
“good” for the subject, patient, of the issue with good decision-making.
Furthermore, she/he makes humane and moral communication with the
patients and other people around her/him by empathy, understanding,
sharing responsibility, knowing the other’s values, respect dignity and
having the awareness of uniqueness of each person without discrimination regarding to age, race, sexuality, language, religion, education level, socio-economic status, etc. Hence, the nurse could have internal and
integral morality, professional integrity and moral insight, and display
them in habitual behaviours as a moral agent. If the objectives can be
achieved, trainer will be successful to reach the main goal of ethics education/training.
In addition to these objectives, there are the Ethical Principles for
Nursing Education prepared by the National League for Nursing (NLN),
in 2012, as a guide for the nursing educator/trainer to establish an establish an environment that is based on ethical principles and “mutual development” attaining the main goal of education/training for the
trainees and trainers. The principles composed of “caring,” “integrity,”
“diversity” and “excellence” emphasize moral and personal “human development” in the human to human relationship for both the nurse and
trainer because they ground on the uniqueness of human being, justice,
honesty, competency, professional development, “respect for self and others,” empathy, respects for human rights, reciprocity principle,27 interac27
The reciprocity principle or reciprocity is the essence of Martin Buber’s (1878–1965)
theory on relationships. He describes the relationships with the concepts of I-Thou
and I-It; I-Thou is a “subject-subject” relationship, where two human beings are in
dialogue with values of each other. It implies that “self does not exist without the
other” with its democratic and symmetric nature. But the object (It) is passive and
under the control in the “I-It” relationship, which is “subject-object” relationship
PA R T I . T U T O R I N G I N E DU C AT I O N
tion and inter-subjectivity in relationships and “self-transform.”28 Indeed,
the principles imply mutual moral enhancement by virtue of moral behaviour reflecting values mentioned in the principles in the areas like
educational and medical practices on the basis of the human to human
relationship. Thus, they counsel the trainer to have the principles and values as a role model to the nurse. Could the ethical principles prepared for
trainers be adequate to make the trainer role model?
5. Qualifications of the Trainer as a Role Model
The practice-based approaches center upon the acts turn a blind eye
to the significance of theory and knowledge of moral philosophy. The
practical nature of medicine and, correlatively, bioethics as a discipline
of applied ethics (philosophy) cannot be denied, so the practice-based
professional training gains into importance. But the key point that
should not be ignored here is for discrimination of teaching methods,
content and context.
How could the practice lacking of theory or knowledge be accepted as
moral and scientific in a professional area? If the practice could be sealed
off knowledge of morality as part of philosophy, how could it be grounded, justified and verified? It could not be grounded, justified and verified
without knowledge of moral philosophy, theory, because it is necessary
condition for having knowledge of (moral and professional) values, autonomous choice, moral reasoning, analytic and critical thinking and finally
ethical decision-making. So, the trainer primarily has to have knowledge
of moral philosophy as the base of philosophical thinking skill.
Why should the trainer have philosophical thinking skill? Philosophical
thinking is an intellectual activity that comprises of questioning, criticizing and reasoning on theories, knowledge, truth and fact. It provides core
28
asymmetric and undemocratic. If the “reciprocity principle” is interpreted for the relationship between the patient-nurse and trainer-trainee relationship, impact of the
inter-subjectivity for the subjects in relationships will be understood well in sense of
empathy, dignity and human rights. See more: J.G. Scott, R.G. Scott, W.L. Miller, et
al., Healing relationships and the existential philosophy of Martin Buber, Philosophy,
Ethics, and Humanities in Medicine, vol. 4 (2009), p.11; doi: 10.1186/1747–5341–4-11,
accessed 20.05.2017.
Ethical Principles for Nursing Education National League for Nursing January, National League for Nursing (NLN), http://www.nln.org/docs/default-source/default-document-library/ethical-principles-for-nursing-education-final-final-010312.
pdf?sfvrsn=2, accessed 20.05.2017.
24
25
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
component for thinking, discussing and cross-examining inclusively on
concepts, arguments, ideas, etc.29 Shortly, as Paul stated Critical thought
and discussion are main instruments of learning30 and also teaching! They
can be obtained with philosophical thinking necessary to learn the “nature of knowledge,” “justified truth belief” (epistemology) and the “nature
of being, existence, reality and world” (metaphysics) for moral reasoning
and decision-making. To have the “instruments” is also compulsory for
being competent in both knowledge and experience for training as part of
the professional area and ethics. Although competence is comprehensive
with regard to incorporate high knowledge level and skills professional
and ethical, it can be composed of following qualifications and skills ethical, as de las Fuentes, et al., pointed out:31
1. To appraise and adopt or adapt one’s own ethical decision- making
model and apply it with personal integrity and cultural competence
in all aspects of their professional activities;
2. To recognize ethical and legal dilemmas in the course of their professional activities (including the ability to determine whether a dilemma exists through research and consultation);
3. To recognize and reconcile conflicts among relevant codes and laws
and to deal with convergence, divergence, and ambiguity;
4. To raise and resolve ethical and legal issues appropriately.
When competence comes into existence in trainer’s practice, acts, behaviour, he can be a role model for the trainees (nurses), in time. The
trainee identifies herself/himself with the trainer, therefore, the wholeness of his knowledge and skills such as helping to learn, recognizing ethical issues, solving problem, articulation, answering the questions, giving
feedback besides analytic and critical thinking, moral reasoning, respect
for the rights and values of trainees (nurses), feeling empathy with them,
establishing relationship based on “human to human” (I-Thou) becomes
crucial.32 One of the fundamental components for rolling model is to reflect them in acts as a habitual behaviour. Thus, the contents taught would
29
30
31
32
R.W. Paul, The Contribution of Philosophy to Thinking, [in:] Critical Thinking: What
Every Person Needs to Survive in a Rapidly Changing World, Tomales 1992 (Foundation for Critical Thinking), pp. 554–558.
Ibidem, p. 555.
C. de las Fuentes, et al., Competency Training in Ethics Education and Practice, Professional Psychology: Research and Practice, vol. 36 (2005), p. 362.
L. Vanlaere, Ch. Gastmans, Ethics in Nursing Education: Learning to Reflect on Care
Practices, Nursing Ethics, vol. 14 (2007), p. 764.
PA R T I . T U T O R I N G I N E DU C AT I O N
be made tangible transforming to practice and the nurse could identify
with him and interiorise learned.
Furthermore, the trainer should provide the nurse to notice, analyse,
discuss, think analytically and critically, and solve the conflict of interests, ethical dilemmas and issues; also behave morally by being as a model.33 Other role of the trainer is to develop and maintain ethical perspectives, patient-nurse relationship based on trust and respect, values, moral
behaviour and character.34 The role of ethics trainer is built on a trivet
with three legs; first one is training and ethical competence, second one
is to be a role model as a moral agent and third one is to form the trainees
(nurses) having values and moral character with subject-subject relationship. All the legs could be complete by way of philosophy, so he should
have philosophical knowledge and thinking skills to make the best of
his role. When he tries to succeed it, he could be interaction with nurses
since adult training supplies mutual development for the trainer and the
trainees. Osler remarked implicitly the interaction, besides the importance of the trainer’s role and the method of teaching, with his words:
The successful teacher is no longer on a height, pumping knowledge at high
pressure into passive receptacles.35 So, which way should he go to achieve
the objectives of training and be a role model?
6. Determining the Method(s) to Achieve the Objectives
Nursing, as a part of medicine, is a discipline based on science and art
of healing, and object of the discipline is “human individuality,” implicitly life of a person in biopsychosocial aspect. Therefore, the nurse’s behaviour and approach as a health care provider has determinative and
critical character in medical practice like the physician’s. Since the nurse
is involved in the decision-making process in the modernised medical
approaches, her/his role becomes more important especially when she/he
encounters with the ethical dilemma and/or issue. In this case, growing
a competent and virtuous nurse in accordance with main of goals medi33
34
35
O. Numminen, op.cit., p. 48.
M. Woods, Nursing Ethics Education: Are We Really Delivering the Good(s)?, Nursing
Ethics, vol. 12 (2005), p. 10.
Sir William Osler (1849–1919) is a Canadian physician, one of the founders of John
Hopkins Hospital and pioneers of modern medical education. See more: http://patologia.medicina.ufrj.br/graduacao/images/_dep-patologia/historia_da_patologia/
historia_da_autopsia/W.Osler/William_Osler_His_Life_Through_Some_Images_and_Quotations.pdf, accessed 20.05.2017.
26
27
G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
cine appears as a necessity in medical practice. So, we should determine
how we teach as much as what we teach, in other words the best teaching
method(s) and strategy(ies) should be carefully determined and matched
to teaching program. The determined method(s) for adult ethics training
(andragogic training) as should be based mainly on active learning, systematic, analytic and critical thinking with highly-structured thought,
problem solving. There are different teaching methods, in parallel with
above mentioned aim(s), for pedagogic education but they would be
adapted to the andragogic training with developing and eclectic revision.
The methods could be categorized as problem-based learning (PBL),
team-based learning (TBL), the value-based enquiry model (VBE) the
“Bandman model,” Socratic method, and case study, discussion, role
playing, use of films and videotapes, storytelling, etc. as strategies. Some
of the methods and strategies for nursing (andragogic) ethics training
seem to be more convenient to the nature of nursing professional. Firstly,
problem-based learning (PBL) offers the trainee with an opportunity for
“self-directed learning” by means of critical thinking to solve the problem and communication skills in the group.36 The method consisted of
case study and discussion (strategies) can be considered appropriate for
continuing training for nurses because the nurse can learn how an ethical issue is solved by analysing cases and solving them, and the trainer
corrects the mistakes made by the trainee. Thus, the trainee also learns
not to make mistake when she/he solves the ethical issue or dilemma as
a problem.
Team-based learning (TBL) is based on the “self-managed” approach,
where groups as teams defend their hypothesis with discussions and they
can be involved in an interaction. The method consists of three stages;
first, the trainee theoretically prepares for the class, second, the preparation of class by elucidating and third, implementation of works of groups
(teams). The method offers the trainee to learn concepts, search and write
and produce valid arguments about her/his hypothesis. Furthermore,
the trainee learns to be a part of team, accountable in sense of quality,
provide and receive feedback, and “assignment design” in a team.37 Since
nursing necessitates effective team work, this model can be applied in
36
37
E.M. Aydt, Teaching Strategies for Shaping the Conversation in Nursing Ethics Education, MA thesis, St. Catherine University, St. Paul 2015, pp. 14–15.
L.K. Michaelsen, M. Sweet, The Essential Elements of Team-Based Learning, New
Directions for Teaching and Learning, vol. 116 (2008), pp. 7–8.
PA R T I . T U T O R I N G I N E DU C AT I O N
nursing ethics training giving the nurses topics like moral theories, ethical issues encountered in general sense, conflict of interest, etc. Then the
trainee would produce feedback from their works. Hence, theories with
the hypothesis and its justification can be queried, and it enhances systematic, analytic and critical thinking skills.
The value-based enquiry model (VBE) is based on growing moral
agents having “good character,” it should be essence of ethics education/
training. The method is applied to nursing ethics education asking the
questions to the trainees about their beliefs and values. Also they can
reason on the values with knowledge of virtue ethics and value-based
practices. Core of the model emerges from the awareness of self, care and
compassion and “awareness of others.” Trainees would learn knowledge
of values and interiorize them with this model.38 In nursing practice, having values and displaying them in behaviours are vital for ethical and
humane care in addition to ethical decision-making, so the VBE should
be essential for nursing ethics training. So, could it alone be enough like
the other models? Each model alone would not be enough to achieve the
objectives of training to grow the nurses having internal morality with
good character and values and acting morally. Therefore, an eclectic
model should be designed the integration of different models.
Ethics education, due to its nature and objectives, is beyond the single
teaching model because, for example, lecturing as a single model gives
theory but lacks of practice. Therefore, it needs an eclectic model grounded on the integrity of PBL, TBL and VBE with case studies, discussion
and reasoning.39 The eclectic training model would increase trust on the
impact of ethics training to bring up the nurse acting morally, maybe, as
a moral agent. Studies conducted in various countries about the influence
of ethics education on moral act, awareness and reasoning promote the
above argument.
In the literature, most of the studies assert that the ethics education/
training provides nurses to have higher moral awareness, reasoning and
confidence in decision-making. For instance, a research conducted on
nurses and social workers – most of them (83%) were Caucasian-basedin the USA indicates the positive correlation between adult ethics training and confidence to decide and act morally. The confidence levelled up
with ethics training about recognizing and analysing ethical issues, being
38
39
E.M. Aydt, op.cit., 16.
O. Numminen, op.cit., 50–53.
28
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G A M Z E N E S I P O G L U . I S G ROW I N G A “ M O R A L AG E N T ”
aware of ethical values, use “ethics resources” such as (appealing) ethics
committee and/or ethics consultant, and having skills for ethical decision-making.40 Another study done on the connection of moral awareness
level and ethics education among nursing students in Korea alleges that
moral awareness increased through education and it will be increased and
maintained with continuous ethics training in professional life. Thus, it
will positively affect moral judgement and decision-making.41 A research
done in Turkey corroborates the theses defended in above mentioned researches. Although it primarily conducted the opinions of nursing student
about content of ethics education, it demonstrates that students found
ethics education based on especially case studies beneficial for analysing
the ethical issues. It specifies that ethics education increased the student’s
knowledge level about the principles and rights. It also asserts, parallel
with the other researches, that ethics education will grow the students
having skills of analysing and moral reasoning on ethical issues in nursing
practice.42 The positive impact of ethics education on nursing students and
training on nurses was justified and its positive correlation with moral
reasoning, moral awareness and confidence to decide and act morally with
the research studies conducted in various countries, this proofs its critical
importance and necessity, too. At this juncture, the objectives, content,
method(s) and period of education/training should be designed, and qualifications of the educator/trainer should be designated accordance with
the core aim of ethics education/training. It begins with the question:
What is our main goal in ethics education/training whether growing nurses
acting morally as a moral agent or just obeying the ethical principles? The
discrimination of that in our goal will primarily give the answer.
7. Conclusion
A professional discipline like nursing based on the integrity of science,
art and ethics necessitates the specialists deciding and acting morally as
a moral agent, besides, well-equipped with knowledge and values. This is
40
41
42
Ch. Grady, et al., Does Ethics Education Influence the Moral Action of Practicing Nurses and Social Workers?, The American Journal of Bioethics, vol. 8 (2008), pp. 4–11.
S.-W. Kang, The Influence of Ethics Education on Awareness of Nursing Students with
No Clinical Experience Regarding the Code of Ethics: A Case Study, Journal of Nursing Education and Practice, vol. 7 (2017), pp. 12–18.
L. Dinc, R.S. Gorgulu, Teaching Ethics in Nursing, Nursing Ethics, vol. 9 (2002),
pp. 259–267.
PA R T I . T U T O R I N G I N E DU C AT I O N
the necessary condition of being a competent (and moral) professional,
and it would be met with andragogic (adult) ethics training as part of
lifelong learning. In this context, the goal of education/training should be
queried and its objectives for growing a nurse whether as a moral agent
or a professional just obeying the principles without moral reasoning and
sensitivity should be clearly determined. Since growing a moral agent
means to bring the nurse up knowing and applying the principles as well
as recognizing, analysing, discussing, reasoning on an ethical dilemma
or issue with moral awareness and sensitivity; the training objectives,
content and method(s) should be determined to achieve the goal. Ethics
education, due to its nature and objectives, is beyond the single teaching
model, so, it needs an eclectic model grounded on the integrity of PBL,
TBL and VBE with case studies, discussion and reasoning to fill the gaps
of a single model. As for the qualification of the trainer, he/she should
be, primarily, competent having philosophical knowledge and thinking skills like questioning, criticizing and reasoning on theories, facts,
knowledge, truth and issues. He/she should establish relationship with
the trainees grounded in I-Thou approach, and he could be a role model
having professional and ethical competence behaving morally. Although
being a virtuous trainer and nurse or moral agent needs many qualifications such as moral character, inner conscience, inner morality and
moral sensitivity; other qualifications like having knowledge of moral
philosophy, skills of analytic and critical thinking, moral reasoning and
awareness could be brought to the nurse (and trainer) in continuing ethics education prepared to achieve the main goal with a competent trainer.
Growing moral agents in long term could be possible with the integrity of
the mentioned objectives, an eclectic method and a competent trainer as
a role model in educational and ethical sense.
8. References
Ali Pirani S.S., Application of Nightingale’s Theory in Nursing Practice, Annals of
Nursing and Practice, vol. 3 (3) (2016), pp. 1–3.
Aydt E.M., Teaching Strategies for Shaping the Conversation in Nursing Ethics
Education, MA thesis, St. Paul 2015 (St. Catherine University).
Beauchamp T.L., Childress J.F., Principles of Biomedical Ethics, New York 2001
(Oxford University Press).
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Cavusoglu R., Education and Experience in Nursing: A Comparison between Vocational School and University Graduates, MA thesis, Ankara 2013 (Middle
East Technical University).
Definition of Nursing, The International Council of Nurses (ICN), http://www.
icn.ch/who-we-are/icn-definition-of-nursing, accessed 10.05.2017.
The Difference between Learning, Training and Education, http://www.callofthewild.co.uk/library/useful-articles/the-difference-between-learning-training-and-education, accessed 10.05.2017.
Dinc L., Gorgulu R.S., Teaching Ethics in Nursing, Nursing Ethics, vol. 9 (2002),
pp. 259–267.
Ergol S., Türkiye’de Yükseköğretimde Hemşirelik Eğitimi (Nursing Education
in Higher Education in Turkey), Journal of Higher Education and Science,
vol. 1 (2011), pp. 152–155.
Ethical Principles for Nursing Education National League for Nursing January, National League for Nursing (NLN), http://www.nln.org/docs/default-source/default-document-library/ethical-principles-for-nursing-education-final-final-010312.pdf?sfvrsn=2, accessed 20.05.2017.
Frello A.T., Carraro T.E., Florence Nightingale’s Contributions: An Integrative
Review of the Literature, Escola Anna Nery, vol. 17 (2013), pp. 573–579.
C. de las Fuentes, et al., Competency Training in Ethics Education and Practice,
Professional Psychology: Research and Practice, vol. 36 (2005), p. 362–364.
Grady Ch., et al., Does Ethics Education Influence the Moral Action of Practicing Nurses and Social Workers?, The American Journal of Bioethics, vol. 8
(2008), pp. 4–11.
Hemşireler için Etik İlke ve Sorumluluklar (The Ethical Principles and Responsibilities for Nurses), Türk Hemsireler Dernegi, Ankara 2009.
History of Nursing: Major Sources at London Metropolitan Archives, Information
Leaflet Number 36, London Metropolitan Archives, London 2010.
Hoyt S., Florence Nightingale’s Contribution to Contemporary Nursing Ethics,
Journal of Holistic Nursing, vol. 28 (2010), pp. 331–332.
The ICN Code of Ethics for Nurses, International Council of Nurses, Geneva 2012.
Kang S.-W., The Influence of Ethics Education on Awareness of Nursing Students
with No Clinical Experience Regarding the Code of Ethics: A Case Study, Journal of Nursing Education and Practice, vol. 7 (2017), pp. 12–18.
Michaelsen L.K., Sweet M., The Essential Elements of Team-Based Learning, New
Directions for Teaching and Learning, vol. 116 (2008), pp. 7–27.
Nesipoglu G., Reasoning on an Eclectic Approach in Medical Ethics: Synthesis
of the Basic Principles with Aristotle’s Virtue Ethics, Philosophical Views
(Filozofski pogledi), vol. 4 (2016), pp. 1–10, http://filozofski-pogledi.weebly.
com/global-ethics-day---19-october/-reasoning-on-an-eclectic-approach-
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in-medical-ethics-synthesis-of-the-basic-principles-with-aristotles-virtueethics, accessed 17.05.2017.
Nightingale Review 2010 – 150th Anniversary Edition, King’s College London
Florence Nightingale School of Nursing & Midwifery, London 2010.
Numminen O., Nursing Ethics Education in Finland from the Perspective of
Codes of Ethics, Turku 2010 (Painosalama Oy).
Paul R.W., The Contribution of Philosophy to Thinking, [in:] idem, Critical Thinking: What Every Person Needs to Survive in a Rapidly Changing World, Tomales 1992 (Foundation for Critical Thinking).
Pellegrino E.D., Toward a Reconstruction of Medical Morality, American Journal
of Bioethics, vol. 6 (2006), pp. 65–71.
Scott J.G., Scott R.G., Miller W.L., et al. Healing relationships and the existential
philosophy of Martin Buber, Philosophy, Ethics, and Humanities in Medicine, vol. 4 (2009), doi: 10.1186/1747-5341-4-11, accessed 20.05.2017.
Sellman D., The Virtues in the Moral Education of Nurses: Florence Nightingale
Revisited, Nursing Ethics, vol. 4 (1997), pp. 3–11.
Short Definitions of Ethical Principles and Theories Familiar Words, What
Do They Mean?, American Nurses Association, http://www.nursingworld.
org/MainMenuCategories/EthicsStandards/Resources/Ethics-Definitions.
pdf, accessed 16.05.2017.
Turkish Nurses Association Legislation: Purpose of the Association-Article 3, Turkish Nurses Association (TNA), http://www.turkhemsirelerdernegi.org.tr/tr/
thd/thd-tuzuk.aspx, accessed 10.05.2017.
Ulusoy M.F., Türkiye’de Hemşirelik Eğitiminin Tarihsel Süreci (Historical Process of Nursing Education in Turkey), CÜ Hemşirelik Yüksekokulu Dergisi,
vol. 2 (1998), pp. 1–8.
Vanlaere L., Gastmans Ch., Ethics in Nursing Education: Learning to Reflect on
Care Practices, Nursing Ethics, vol. 14 (2007), pp. 758–766.
Woods M., Nursing Ethics Education: Are We Really Delivering the Good(s)?,
Nursing Ethics, vol. 12 (2005), pp. 5–18.
The Year of Ethics Commences with First Revision of Code since 2001, American
Nurses Association, http://www.nursingworld.org/FunctionalMenuCategories/MediaResources/PressReleases/2015-NR/The-Year-of-Ethics-Commences-with-First-Revision-of-Code-since-2001.html, accessed 18.05.2017.
Sir William Osler M.D. ((1849–1919). His Life Through Some Images & Quotations,
http://patologia.medicina.ufrj.br/graduacao/images/_dep-patologia/historia_da_patologia/historia_da_autopsia/W.Osler/William_Osler_His_Life_
Through_Some_Images_and_Quotations.pdf, accessed 20.05.2017.
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9. Summary
Nursing rooted in Nightingale’s philosophy of care is a professional discipline
integrated science and art of healing. This is necessary condition of nursing,
but it entails integrity of professionalism and ethics as a complement to have
competence. To be competent necessitates deciding and acting morally, establishing good relationships with patients and co-workers besides being good
in professional sense. This could be provided with ethics education and andragogic ethics training in undergraduate and post-graduate level having high
awareness, at first. In this context, the question what is our main goal in ethics
education/training whether growing nurses acting morally as a moral agent or
just obeying the ethical principles? should be answered, at beginning. If main
goal is to grow nurses as a moral agent, the objectives should be based on
recognizing and analysing ethical issues/dilemma with moral reasoning and
critical thinking, making ethical decision and behaving morally, primarily.
Since being a moral agent involves episteme (knowledge), techne (skills) and
phronesis (practical wisdom) and nursing has a holistic nature, the method
should be based on the integrity of problem-based learning, team-based learning and value-based enquiry model to fill the gaps of a single model in means of
theory and practice wholeness. Moreover, qualifications of the trainer should
contain to have competence; philosophical knowledge and skills like systematic, analytic and critical thinking for moral reasoning and awareness to be
a role model as a guide. Hence, bases of growing a moral agent could be laid
with andragogic ethics education in long period.
Distance Education for All Ages in Romania
E L E N A-M A R I A E M A N DI
Suceava
keywords . adult education, long-life education, Romania,
contemporary society
1. Introduction
The experience of learning, either formally or informally, is meant
to change something, no matter the age, context or initial aim. Our
contemporary society is in a permanent and accelerate change – that of
workplace nature modification. People in Romania, as everywhere, live in
a fluid environment, with a hectic rhythm of renewing, which sometimes
may be felt as hostile. If not very long time ago (before December 1989
revolution) a person had a job for all their life, at present, workplaces
change on average every five years, with dramatic modifications. Under
such circumstances, the aid is supposed to come from the educational
system, which, in its turn, is expected to adapt. Only fifty years ago, the
education received in schools could be enough for the rest of a person’s
lifetime. However, now the situation has changed. Both society and the
modern individual has to glide from the level-centred education to continous education, which has to prepare people for society. This society
can be viewed as one of continuous change of knowledge. The mistakes in
the approach of the modern education system can lead to consequences
difficult to predict, even on short term, but after all, this is the challenge
of the present. The institutions which offer education should therefore
design new methods to promote students with abilities such as capacity of
cooperation and dialogue, flexibility in maintaining the equilibrium; in
other words, to prepare the individual for a new lifestyle and for long life
learning. There are the new information technologies that come to help
education.
Distance education is an attempt to offer people of all ages the chance
to learn in the moment, place and rhythm that best satisfy their personal
needs with a view to provide them the chance of better adapting to soci-
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ety. This does not mean that traditional forms of education are no longer
trustworthy, especially for the first years of education, when the teacher is
so much needed. Distance education may seem the right answer to adult
education. Technology can help by eliminating time, space, accommodation costs etc. constraints. There are both advantages and disadvantages
in distance learning, as beside the open access offered to everyone by this
type of learning, students sometimes lack the possibility of socializing
and gaining from emotional involvement. Indeed, student interaction is
one of the directions in which distance education will exceed its limits. At
the level of interaction, an important role is played by the tutor, who acts
as a professional mediator in the process of education.
The results of the research in the countries with tradition in correspondence learning show that distance education is as effective as day
courses provided the educational planning is proper. For example, The
Institute for Higher Education Policy initiated a study on the effectiveness of distance education, which wanted to be an analysis of what research in the field say and what it doesn’t.1 The study suggests that many
of the essential questions about the way in which distance education is
done received no answer. Thus, a whole range a questions arise and can be
generalized to distance education elsewhere in the world: are there difficulties in Romanian distance education? Which are the aims and the also
which are the adrvantages of adult education? What is specific to the Romanian tutor as compared to the international acceptation of the term?
Throughout the present paper these questions will be given an answer
taking into consideration the Romanian distance education, highlighting
the role played by the tutor, the professional mediator whose mission is of
extreme importance.
The efforts of providing good quality education for adults are in line
with the aims presented by UNESCO referring to the need of continuing
education both for young and adult people: adults continuing learning
must be developed and diversified and integrated into the national education system and strategies for reducing poverty.2 On the other hand, the
European Comission put emphasis on the concept of lifelong learning, as
1
2
R. Phipps, J. Merisotis, What’s the Difference? A Review of Contemporary Research
on the Effectiveness of Distance Learning in Higher Education, Washington 1999 (The
Institute for Higher Education Policy).
W. Hoppers, Meeting the Learning Needs of All Young People and Adults: An Exploration of Successful Policies and Strategies in Non-formal Education (Background paper
prepared for the Education for All Global Monitoring Report 2008 and Education for
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a modality to fulfill the goal of making the EU the most competitive and
dynamic, knowledge-based economy in the world capable of sustainable
economic growth with more and better jobs and greater social cohesion.3
It is the European Comission that clarifies the concept of lifelong learning, by defining the types of activities it involves: All learning activity undertaken throughout life with the aim of improving knowledge, skills and
comnpetences within a personal, civic, social and/or employment related
perspective.4 Proposing a type of undiscriminating learning, distance
education situates the learner in a privileged position, as a self-activated
maker of meaning, an active agent of his own learning process. He is not
one whom things merely happen; he is the one who, by his own volition,
causes things to happen. Learning is seen as the result of his own self-initiated interaction with the world.5
2. Distance Education for both Young and Adult People
The concept of learning for life, which represented for a long time a major
aim of the educational systems all over the world, has become redundant in the context of the huge transformations in society due to technological and economic changes. If thirty years ago, long life education
could be viewed as an option for an age with more free time, nowadays it
has become a necessity. The education offer has become diversified in accordance with the consumers’ demand. Thus, distance education can be
viewed as a new orientation towards the consumer of the institutions providing such opportunities. Credit accumulation, organization of courses
in modules – they are all parts of the same structural transformation
of education system in Romania and elsewhere. Although not directedly
connected to the idea of distance education, yet of vital importance for
the future of education in keeping with the principle of longlife learning,
3
4
5
All by 2015: will we make it?), n. p. 2007 (United Nations Educational, Scientific and
Cultural Organization).
Lisbon Strategy for Growth and Jobs, European Commission, Brussels 2000, https://
portal.cor.europa.eu/europe2020/Profiles/Pages/TheLisbonStrategyinshort.aspx,
accessed 28.03.2017.
A Memorandum on Lifelong Learning, European Comission, Brussels 2000, http://
pjp-eu.coe.int/documents/1017981/1668227/COM_Sec_2000_1832.pdf/f79d0e69b8d3–48a7–9d16–1a065bfe48e5, accessed 28.03.2017.
Going the Distance: Teaching, Learning and Research in Distance Education, ed.
N. Hedge, Sheffield 1996 (University of Sheffield Division of Education Papers in
Education).
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we must mention one of the most important legislative measures undertaken in Romania: the Law of Education 1/2011. It aligns the Romanian educational system within the European view on lifelong learning as
a facilitator of the emergence of the knowledge economy,6 proposing an
incentivizing system, given the Romanians’ lower standard of living in
comparison to that of the other Europeans’. This law advances the concept of account for continuous education, by means of which the Romanian state will give each baby at birth the sum of 500 euros in equivalent to support the right of lifelong learning.7 Parents have the possibility
to participate to this account and redirect 2% of the tax paid every year on
salary income. This account will be opened at State Treasury, it will bear
an interest rate, and the child will be able to have access to it after graduation of the compulsory education.8 Such a measure is meant to make
individuals benefit from opportunities of continuing learning and not be
limited to the initial education only. This example proves that there are
similarities and differences among the European different states, largely
due to geographical, historical, economic or political reasons. Nevertheless, the main tenet remains that of adult or post-compulsory learning,
although the former communist states view it as a means of improving
their economic development, while the western European states whose
economies are already strong, consider it is as a way to maintain the stability of their market economies and to solve the emerging problems of
skills shortage.9
2.1. Distance Education in Romania – A Diachronic Perspective
Viewed in diachrony, one can distinguish several stages in the development of distance education at the international level: the first one is represented by the correspondence education (the first course of this type
is recorded in England and it dates as far back as the year 1840). It was
addressed especially to the adults who didn’t manage to complete their
pre-university or university studies. Letter writing with a view to teach
6
7
8
9
A.I. Popescu, Lifelong Learning in the Knowledge Economy: Considerations on the
Lifelong Learning System in Romania from a European Perspective, Revista de Cercetare şi Intervenţie Socială, vol. 37 (2012), p. 49.
A.I. Popescu, The Investigation of the Role of Universities in Providing Lifelong Learning in Romania, The European Journal of Interdisciplinary Studies, vol. 3 (2) (2011),
passim.
Law of National Education, Ministerul Educației, Cercetării, Tineretului și Sportului
(Ministry of Education, Research, Youth and Sport), București 2011, p. 72, art. 356.
A.I. Popescu, Lifelong Learning..., p. 63.
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the others can be said to be as old as the art of writing itself. Thus, it
has been suggested that the epistles in the New Testament may be considered an example of distance education.10 Starting with 1920 there
appear radio educational programmes, addressed especially to university studies. In 1939 in France appeared the national centre for distance
education, which provides correspondence courses today as well. The
second generation is represented by television education and by the industrial model and developend against a context dominated by the behaviorist trend in education. The third generation is represented by the
interactive distance education. The computer assisted education was the
basis of the new type of intelligent tutorial systems, which offer the possibility of a dynamic generation of exercises, which adapt the difficulty
level in accordance with the student’s performance, and which also include the analysis of the student’s behavior interpretation. Within this
category we include the distance education, characterized by interactive educational technologies, convergence of distance and classroom
learning, and also by the competition among the distance education
providers at the worldwide level.
Romanian education can be said to have strong roots as far as the
tradition of longlife learning is concerned. It dates as far back as the
year 1920,11 when the model of social pedagogy was applied, and which
targeted differet categories of students, such as women, young persons,
people from the rural areas, members of some disadvantaged categories
etc. It is true that at present one can hardly find traces of this tradition
or of the system which was effectual in those years or even in the years
before the 1989 revolution. The concept of continuous education, borrowed from the French literature not only into the vocabulary but also
into the law system, had been the guiding principle as far as adult education is concerned until the quite recent idea of lifelong learning. It is
true that there has always been a need for unconventional learning and
out of this need there might have emerged new types of learning opportunities. At the international level, starting with the nineteenth century,
people who didn’t have a solid educational background tried to educate
10
11
B. Holmberg, The Evolution, Principles and Practices of Distance Education, Studien
und Berichte der Arbeitsstelle Fernstudienforschung der Carl von Ossietzky Universität Oldenburg, vol. 11, Oldenburg 2008, p. 13.
O. Bădina, V. Curticăpeanu, D. Muster, O. Neamțu, Pedagogie socială – concepții,
preocupări și experiențe în România dintre cele două râzboaie mondiale, București
1970 (Editura Didactică și Pedagogică), pp. 34–36.
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themselves either for personal development needs of for practical purposes, needs that prepared the conditions for the creation of distance
education institutions. It is an acknowledged fact that there has always
been a desire to benefit from educational activities other than those
implied by the formal educational system. This doesn’t mean that one
lessens its value and its importance as a vital element in the development of the Romanian society. Thus, in 1921, after the first university
in Salt Lake City got the licence for education through radio, the first
opinions regarding the new pedagogic methods offered by educational
radio appeared in Romania as well. It was then that Dimitrie Gusti, as
president of the Romanian Broadcasting Society, suggested organizing
conferences through radio starting with 1930. They were intended for
lower and upper school and proved to be effective within the area of
informal education and training. A conclusive remark regarding the
function of social pedagogy within the Romanian educational system
comes from Bădina et al, who remarked the fact that it appeared as
a reaction to the limits of the school education, thus emphasizing the
necessity to prepare the young generation with the aim of their active
and creative integration in the entire social life.12 This is just another
proof that there has always been a need for educational programmes
and systems, other than the formal educational system. Thus, one can
easily see the signs of the need for lifelong learning, known as continuous education in Romanian version, given the fact that it is natural for
each part of the world to have its own charatcteristics of the educational
system, generated by a wide variety of factors, such as geographical,
historical, politic, economical, technological one, etc.
The information technological innovations allow the reduction of the
distance in time, thus intorducig an interactive dimension, which was
reduced or even absent in the 1920s. The education at a distance, facilitated by technology, represents an attempt to make real a form of verbal
exchange meant to be a dialogue, not just a mere conversation, given the
distinction made by some experts in communication (such as that evoked
by Guy Lochard and Henry Boyer, who distinguish between conversation and dialogue in terms of evoking themes versus stating and putting
themes together).13
12
13
Ibidem, p. 40.
G. Lochards, H. Boyer, Comunicarea mediatică, Iași 1998 (Institutul European),
p. 110.
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2.2. Nowadays Distance Learning – Main Objectives; Advantages
and Barriers
It is natural for the degree in which the concepts involved by the lifelong learning education policy as formulated by the European Comission
to differ in their application in national policies. In Romania, in general, such concepts are associated especially with adult or post-compulsory learning.14 The Romanian educational system has been in continuous
structural reform since the 1989 Revolution, aiming to improve its efficiency so that the country will undergo a faster development through the
development of its human capital for the knowledge society to be achieved
in the future.15
The European Comission’s plan for e-learning takes into consideration
the idea of thinking tomorrow’s education, with a view to future objectives of education and training. The advantages of learning at a distance
in nowadays society imply factors such as flexibility, multi-modality of
learning resources and also timely distribution. Tutors’ assistance helps
facilitating learning, their task being that of content providers, motivators and mentors as well. Unlike other educational systems which place
the student centrally, the distance education positions the student in an
equidistant relationship with its other components (expert, educational
resources), thus suggesting the equal importance of the other components. If in the past such a type of education meant learning through correspondence, nowadays distance is covered by materials (either printed or
in electronic form) and also by the contact with the tutor.
Taking into consideration the two-way relationship between education and the quality of life, one has o mention the importance of continuing education for labour productivity growth. Experts consider that the
investment in human capital involves growth at al levels, as education is
the slowest, yet most powerful driver of growth.16 Therefore, one can speak
of the major importance of lifelong learning at the individual level (labour market integration, work efficiency) but also at the organizational,
even national level (prepared individuals area long-term investment of
society).
14
15
16
A.I. Popescu, Lifelong Learning..., p. 63.
Ibidem, p. 64.
M.I. Aceleanu, The role of lifelong learning in the growth of employment and labour
efficiency. The case of Romania, Procedia – Social and Behavioral Sciences, vol. 46
(2012), p. 4400.
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In spite of the generous advantage offered by distance education,
there are present-day barriers in implementing it in Romania, such as
negative attitudes (that may result from a reduced level of interaction
between students and tutor and the lack of assistance services for the
distance students, the level of involvement or quality of the distance
students, the fear of losing autonomy, inadequate support offered to tutors for planning or redesigning the courses, potential negative effects
as far as professional promotion etc), technical problems (lack of industrial standards for equipments and software, the rapid technological change which means extra money spent on upgrading the systems,
difficulties in the communication through e- conferences), institutional
inflexible procedures and so on. The strategies of overcoming such difficulties involve initial research with a view to acquiring new technology,
preliminary discussions with the distance education providers, visits
to the institutios which offer such systems, the evaluation of the internal infrastructure, of the hardware and software requirements and
of the providers’ offer of services, as well as inteviews with experts in
such systems of distance education.17 Therefore, the local and national
policies include the development of the regional and national telecommunication network, efforts for coherent and permissive educational
methods, adoption of standards for effective distance education, and,
last but not least, the creation of a consortium for software and specific
programs.
Currently, in Romania, the limited space in institutions, as well as
the difficulties encountered by the students as far as the need of lifelong
learning is concerned, have led to a situation in which the traditional education institutions take into consideration the alternative offered by the
distance education. The arguments for a distance education system in
Romania are: the administrative structures of the conventional educational systems do not corresepond to the development and management
of the distance systems, the requirements of the distance students can be
better fulfilled if the institution is dedicated exclusivey to distance learning, the pedagogy of distance education differs from that of the traditional education, etc. However, there is also a mixture of the two types of
educational systems, which means that within the conventional learning
institutions there are deparments for distance education. The arguments
17
P.A. Marinescu, Educaţia la distanţă, https://www.academia.edu/7316986/Educatia_la_distanta, accessed 28.03.2017.
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for this bimodal educational system are:18 the courses and the additional
sources of information can be used both by the day and the distance students,the self education materials encourage the independent learning of
both categories of students, students can choose one or the other system,
the distance students benefit from the tradition and the reputation of the
institution and they obey its standards, the teaching staff are thus encouraged to practice as interactive methods of eduction as possible.
2.3. Other Types of Educational Products for Adults on the
Romanian Market
Adult education used to be viewed in a narrow sense before the emergence of the lifelong learning concept: for example, it was viewed as continuing professional development,19 a sort of fringe activity. In Romania,
the rate of adult participation in education differs from region to region,
with an average of 1.3% of the entire number of adults who continue their
education.20 As far as the courses offered by universities for adult continuing professional education, there are five types: for initiation (offering
acquisition of minimum knowledge and abilities), for qualification (endowing the student with professional competences that will permit the
individual to perform activities required by a specific job), for re-qualification (giving the student knowledge and competences in a different profession), for specialization (aiming at the acquisition of knowledge and
abilities required by a narrow area of a job), and for improvement (with
the aim of making the student benefit from the progress in professional competences). According to the study made by Alina Popescu on the
types of professional education and training courses, the majority of the
offered products are for improvement (35%) and for specialization (31%),
only 25% of the universities offering initiation and qualification courses. As far as their subject areas is concerned, the majority of the courses provide students with skills in foreign languages (English, French,
German, Italian, Greek, and Spanish), the rest of them aim to provide
18
19
20
O. Istrate, Educația la distanță. Proiectarea materialelor, București 2000 (Agata),
p. 21.
M. Tight, Key Concepts in Adult Education and Training, Routledge, London 1996;
P. Armstrong, Rhetoric and Reification: Disconnecting Research, Teaching and
Learning in the ‘Learning Society, Papers from the 28th Annual SCUTREA Conference. Research, Teaching and Learning: making connections in the education of
adults July 6 – July 8 1998, University of Exeter, http://www.leeds.ac.uk/educol/documents/000000706.htm, accessed 28.03.2017.
According to A.I. Popescu, The Investigation of the Role..., p. 81.
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entreprenorial, project management skills, tourism management and
guesthouse and hotel administration knowledge and abilities. There are
also technical, trade, food courses, as well as courses in information technology (web design, programmer, computer assisted design).21 Last but
not least, mention should be made of the participation of the adults in
the programmes offered through the Lifelong Learning Programme of
the European Comission, amnong which the most remarkable involvement is recorded within the Erasmus mobility programme for students
and academic staff as well. Although the number of the adults involved
in continuing education is not very big it is expected to increase in the
future, taking into consideration the fact that boh universities and adult
learners are motivated (financially – the universities and both financially
and in the form of different types of benefits – the learners). Such forms
of professional education are completed with qualification or graduation
certificates and/or certificates of professional competences, which are nationally acknowledged.
The aims of adult professional education refer to facilitating the social
integration of the individuals in accordance with their professional desires and with the requirements on the work market. Other objectives are:
to prepare the human resources capable of contributing to the increase
in the work force competitivity, to update their knowledge and improve
their the professional training in the current job as well as in connected
fields of activity, to help them change qualification, because of economic
reorganization, social mobility or modification of work capacity, to provide them with advanced knowledge, modern methods and techniques
that will help them at work; last but not least, to promote lifelong education.
The professional training for adults can be offered by physical or juridical persons, under public or private law established either in Romania or in another state from the European Union or from the European
Economic Area, irrespective of their juridical form of organization. Such
educational activities are to be done through programmes of professional
training which include the totality of theoretical and/or practical activities with a view to achieve the competences aimed for a specific domain.
There are different ways in which adult professional education can be
held: through courses organized by providers of professional training,
by an employer within their own organization; through traineships and
21
Ibidem, pp. 82–83.
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internships in institutions from Romania or from abroad; through other
forms of professional training (for example, through assessement centres
of professional competences acquired by means of other type of education (non-formal, informal, etc). Upon written request of the beneficiaries, the courses can be delivered in a foreign language (that of an ethnic
minority or of international circulation).
The minimum duration of a qualification programme which ends
with a qualification certificate recognized at the national level is of 360
hours for the first level of qualification (available for persons who have
or have not graduated from the compulsory education programme); 720
hours for the second level of qualification (available only for persons
with compulsory education graduation) and 1080 hours for the third level of qualification (condition of access: graduation from highschool or
post-highschool studies). The period of the initiation, training and specialization programmes has no legal regulation; such programmes may
have a duration of 40 up to 200 hours.
3. Tutoring – the Backbone of Support in Distance Classes
The term tutor differs in acceptation depending on the geographical area.
For example, in most American usage, it denotes an adviser who supports
students. The European understanding is that of a qualified academic who
teaches, some authors, avoiding the equivalent instructor for the reason
that it seems to exaggerate the role of teaching in the learning process.22
In the Romanian view, the tutor is essential to consolidate learning in
relation to technical issues, therefore he/she has a strategic importance.
A good example that stresses this important role played by the tutor is offered by a sociological approach to distance education in Romania, which
highlighted the fact that one of the drawbacks of this type of learning is
represented by the costs with the fees, school supplies, technical equipment; last but not least by the supplementary individual and sustained
study, generated by the group discontinuities of this type of learning.23 Specific to distance education is the study by fits and starts, which can generate the distortion of the communication message, as the volume and
the dynamics of information acquisition doesn’t grant its correct understanding and utilization. Therefore, one has to underline once more the
22
23
B. Holmberg, op.cit., p. 10.
S. Tomescu, Învăţământ deschis la distanţă: abordare sociologică, Elearning Romania, 2008, http://www.elearning.ro/invatamant-deschis-la-distanta-abordare-socio-
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important mission of the tutor. It is their responsibility to fix these drawbacks and guide the learners properly, to bridge the gap between learners
and their study materials.
3.1. Adult versus Child Differences in Teaching/Learning at
a Distance
Generally speaking, distance education in Romania is automatically associated to adult education, as hardly ever can one encounter situations
when distance or geographical elements prevent children from attending
normal school. Therefore, one raises the problem of the peculiarities of
adult education at a distance: if children can easily be directed by educators, parents, etc, with adults things are different, as they are predominantly self-directed. Also, as opposed to children who are adaplable and
open to any kind of new information, grown-ups may react differently, in
that they may reject what they consider to be against their beliefs. Children seem to learn easier, while adults may resume school with different expectations due to their past experiences while at school (but they
can learn just as well). Another issue to be taken into consideration when
projecting distance courses is the fact that if children learn simply because they are told to and because someone else expects them to get good
results at school that will help them in the future, with grown-ups it is
different, as they want to reach a goal quicker, the time element being
perceived differently (time is precious and the learning experience must
bear fruit). Last but not least, no tutor should neglect the fact that if children at school are enrolled in similar age groups, sharing comparable
backgrounds, and thus somehow sharing similar skills, no longer young
learners have different ages, backgrounds, education levels and skills.
Taking these differences seriously in the management of the activity with
students at a distance will lead to success.
3.2. Specific Needs of the Students Related to Tutor Support and
Course Design
The remarkable issue regarding distance education is that one-to-one relation within which each student interacts with his/her tutor. The course
materials are prepared especially for this type of learning, each of them
being divided into parts of a suitable size and offering at the end of each
unit self-checking exercises. The most common practice with distance
logica, accessed 10.04.2017.
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students is that after finishing studying a course, they are given a specific
task which will be handed in/sent to the tutor, who will check it and then
will return is to the author with the necessary comments. So, the functions of the tutor include beyond maintaining a healthy connection and
collaboration between the institution and the students aspects such as:
participation in students’evaluation, delivery of teaching activities, last
but not least the social responsibility, viewed as the important task of
democratizing and facilitating educational access.24
3.2.1. The Role of the Tutor in Romanian Acceptation
The term of tutor in literature has a great variety of acceptations, experts
trying to pinpoint their most important competetences. There can be distinguished several major roles of turors: administrator, facilitator, technical support provider, evaluator etc. The pedagogical and the social roles
are of vital importance as well.25 The tutor has no correspondent in the
classical education in Romania, he/she playing the role of counselor, adviser in a certain domain, of supporter and help for the student. Tutorial activities are intended to inform, advise and guide the students over
the entire period of study, with the aim to facilitate their integration in
the higher education system, their most appropriate didactic choices and
to encourage training in a virtual environment. The team responsible for
the tutorial activities is made up of: the tutor, the teacher who participates
in the assisted activities and the subject coordinator. Among the many
responsibilities of a tutor one can mention the requirement to treat all
students equally, to respect the confidentiality principle referring to the
students’ personal information they get within the process of counseling,
to support students in every possible way by taying in touch with them and
their needs, in other words to be the person most closely involved in their
support. The ethical side of a tutor’s activity becomes in time mirrored
in students, whose “ethical perceptions and behaviours during university
education could be carried to their future careers.”26 It is a very sensitive
24
25
26
J.P.F. Borges, F.A. Coelho Junior, C. Faiad, N.F. da Rocha, Individual competences
of distance education tutors, Educação e Pesquisa, vol. 40 (40) (2014), http://www.
scielo.br/scielo.php?pid=S1517–97022014000400005&script=sci_arttext&tlng=en,
accessed 29.03.2017.
Ch.Y. Yar, A. Asmuni, A.D. Silong, Roles and Competencies of Distance Education
Tutors in a Public University, Malaysian Journal of Distance Education, vol. 10 (1)
(2008), passim.
H. Iberahim, N. Hussein, N. Samat, F. Noordin, N. Daud, Academic dishonesty: Why
business students participate in these practices?, Procedia – Social and Behavioral
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issue, especially if we tak into consideration “the symbolic violence that
can take various forms in school-discriminatory attitudes and gestures.”27
In the traditional Romanian educational system there are two different types of learning offered to adults who cannot attend day courses:
low frequency courses and courses at a distance. In both types, the tutor
is the main connection between faculty and students, mediating discussions and making everything clear whenever students have questions or
doubts. In both situations, the end of the courses is marked by the bachelor exam, which is held according to the same criteria as in the case of
the day courses. Thus, the diploma obtained after the final exams has
the same value for both day-courses and low frequency, respectively distance courses. This is so because of the specific of learning, in which the
teaching activities are replaced by individual study combined with regular tutorial activities and aslo because of the compulsory character of all
the didactic activities meant to develop competences and practical skills.
With a view to improving the quality of the tutorial activities, every
year students are asked to fill in a quationnaire in which they have to assess (A – very good, B – good, C – satisfactory, D – unsatisfactory) all
the activities they took part in. For example, the assessed aspects in the
questionnaire offered by the “Ștefan cel Mare” University of Suceava (Romania) are the following: 1. whether the timetable was respected; 2. if the
goals of the discipline (as stated in the student’s guide, according to the
syllabus) were reached through specific activities; 3. if the methods and
strategies were adequate to the distance education requirements; 4. if the
previous experience of the learners was used while teaching new units;
5. if the contents of the tutorial activities was in accordance with the scientific standards; whether the program of individual/group counselling
(with a view to the way in which the self assessment assignments and the
continuous evaluation tasks are to be done) was respected; whether th requirements in the homework were clearely formulated and correctly evaluated; whether students received a feed-back relaed to the way in which
the assignments had been done; whether interested students received
further bibliographical references and, last but not least, if the communication between the tutor and the sudents was effective (both face to face
and in person).
27
Sciences, vol. 90 (2013), passim.
D. Jeder, Teachers’ Ethic Responsiblities in the Practice of Education and Training,
Procedia – Social and Behavioral Sciences, vol. 92 (2013), p. 434.
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3.2.2. Tutoring and the Miracle of Motivation
If the functions of a tutor can be roughly classified as belonging to the
cognitive (support for learning, course materials etc), affective (enhancing self-esteem, creating commitment etc) and systemic (help with the
administrative aspects, information management etc) domains, mention should be made of the metacognitive and motivational support.
By metacognitive help is is understood, according to O. Rourke, the ability
to develop effective approaches to learning and recognize the significance
of what has ben learned and how it can be applied in different contexts. In
keeping with the motivational principle according to which “enthusiasm
is contagious. So is boredom,”28 an important means of making students
feel determined to overcome difficulties in learning is by using questions
and examples. Here we have to lay the due emphasis upon the necessary
behavioural competences of a tutor, who has the power to encourage the
students to go on and not to give up. So, if technical comptences derive
from a function’s specific knowledge and skills, the behavioural ones
are based on more transversal skills as well as on attitudes. As opposed
to the technical competences, considered to be position-proximal, as they
are closely related to the tehnical characteristics of a hired person’s position, the behavioural ones are considered as “person-proximal (or position-distal), since they express characteristics more intrinsically related
to the person occupying the position in the organization.”29
4. Conclusions
It is true that the importance of learning, of education in general, has
has been stressed since ancient times, but nowadays, with technology
advancement and its implications, the need to update knowledge and
abilities is necessary more than ever. We must be aware that the world
of teaching has dramatically changed and as the world is changing rapidly and is becoming smaller, faster and more competitive, approaching
education through non-formal activities is a reasonable attitude30 and that
either done through non-formal, informal or formal learning, through
in-service learning systems or through educational and vocational guid28
29
30
B.D. Willis, Distance Education: A Practical Guide, Englewood Cliffs 1993 (Educational Technology Publications), p. 90.
J.P.F. Borges, F.A. Coelho Junior, C. Faiad. N,F. da Rocha, op.cit., p. 939.
E.-M. Emandi, English Workshops for Primary School in Romania – A Privileged Didactic Activity, Procedia – Social and Behavioral Studies, vol. 203 (2015), p. 152.
PA R T I . T U T O R I N G I N E DU C AT I O N
ing, lifelong education is a priority for action in nowadays Romanian society, as proved by the legal documents. In Socrate’s terms, education is
the kindling of a flame, not the filling of a vessel, therefore the concept,
although emerged under a new name as far back as the 1960s, is not new.
It was more clearly articulated, and thus brought to the fore, through
the documents produced by the United Nations Educational, Social and
Cultural Organization and the Organization for Economic Cooperation
and Development which spoke out of the education as no longer limited
to a particular age, as an attitude and dimension of life. In other words,
the continuous acquiring of knowledge and skills all over an individual’s life can be viewed as the most appropriate type of education for the
knowledge economy.31 As emphasized in this paper, there has always been
education, either in its classical form or in other ways, but it is only recently that Romanian authorities included the principle of lifelong learning in legal documents, stressing its importance in the domain of education, permanent training and employment. Of no less importance is the
recognition of the non-formal and informal education, of the educational
and vocational guiding and counselling throughout life and of in-service
learning systems. Specialists consider that for the progress of the Romanian educational system, it still needs the design of a strategy for its development that will contain a vision of its long-term objectives and plan for
long-term and medium-termn actions necessary for their achievement.32
As emphasized by the majority of the approaches, distance education is
but an open learning perspective that responds to the need of permanent
adult education. Its effectiveness relies on the academic characteristics of
the courses provided, on the interactivity and the quality of communication among students and between each student and the tutor. Therefore, tutors have a great responsibility, in that they need to offer academic support
(and for this they must have an extensive understanding of the subject they
teach); they also are to provide non-academic support, nurturing collaboration, building an atmosphere of partnership and understanding. This twofold mission is the basis of success for the students who also work and have
a family/social life that doesn’t allow them to attend day courses. In this way
we are in line with researchers (Lentel, Cowan) who placed emphasis on the
fact that important though all the services offered in distance education are,
however splendid the printed texts, and however smooth the organizational
31
32
A.I. Popescu, Lifelong Learning..., p. 50.
Ibidem.
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system, and however refined the quality measurement tools, it is the relationship between the tutor ad the learner that determines success or failure.33
5. References
Aceleanu M.I., The role of lifelong learning in the growth of employment and
labour efficiency. The case of Romania, Procedia – Social and Behavioral
Sciences, vol. 46 (2012), pp. 4399–4403.
Bădina O., Curticăpeanu V., Muster D., Neamțu O., Pedagogie socială – concepții, preocupări și experiențeîn România dintre cele două râzboaie mondiale, București 1970 (Editura Didactică și Pedagogică).
Borges J.P.F., Coelho Junior F.A., Faiad C., da Rocha N.F., Individual competences of distance education tutors, Educação e Pesquisa, vol. 40 (2014), http://
www.scielo.br/scielo.php?pid=S1517-97022014000400005&script=sci_arttext&tlng=en, accessed 29.03.2017.
Denis B., Watland P., Pirotte S., Verday N., Roles and Competencies of the e-Tutor, Networked Learning Conference 2004, published online 30.03.2009,
pp. 1–9, https://orbi.ulg.ac.be/bitstream/2268/12722/1/DENIS_WATLAND_
PIROTTE_VERDAY_Roles_and_competencies_of_the_tutor_30_03_2009.
pdf, accessed 11.04.2017.
Emandi E.-M., English Workshops for Primary School in Romania – A Privileged
Didactic Activity, Procedia – Social and Behavioral Studies, vol. 203 (2015),
pp. 147–152.
Going the Distance: Teaching, Learning and Research in Distance Education, ed.
N. Hedge, University of Sheffield Division of Education Papers in Education,
Sheffield 1996.
Holmberg B., The Evolution, Principles and Practices of Distance Education, Studien und Berichte der Arbeitsstelle Fernstudienforschung der Carl von Ossietzky Universität Oldenburg, vol. 11, Oldenburg 2008.
Hoppers W., Meeting the Learning Needs of All Young People and Adults: An
Exploration of Successful Policies and Strategies in Non-formal Education
(Background paper prepared for the Education for All Global Monitoring Report 2008 and Education for All by 2015: will we make it?), , npp. 2007 (United
Nations Educational, Scientific and Cultural Organization).
Iberahim H., Hussein N., Samat N., Noordin F., Daud N., Academic dishonesty:
Why business students participate in these practices?, Procedia – Social and
Behavioral Sciences, vol. 90 (2013), pp. 152–156.
33
B. Denis, P. Watland, S. Pirotte, N. Verday, Roles and Competencies of the e-Tutor,
Networked Learning Conference 2004, published online 30.03.2009, passim https://
orbi.ulg.ac.be/bitstream/2268/12722/1/DENIS_WATLAND_PIROTTE_VERDAY_
Roles_and_competencies_of_the_tutor_30_03_2009.pdf, accessed 11.04.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
Istrate O., Educația la distanță. Proiectarea materialelor, București 2000 (Agata).
Jeder D., Teachers’Ethic Responsiblities in the Practice of Education and Training,
Procedia – Social and Behavioral Sciences, vol. 92 (2013), pp. 432–436.
Law of National Education, Ministerul Educației, Cercetării, Tineretului și Sportului (Ministry of Education, Research, Youth and Sport), București 2011.
Lisbon Strategy for Growth and Jobs, European Commission, Brussels 2000,
https://portal.cor.europa.eu/europe2020/Profiles/Pages/TheLisbonStrategyinshort.aspx, accessed 28.03.2017.
Lochards G., Boyer H., Comunicarea mediatică, Iași 1998 (Institutul European).
Marinescu P.A., Educaţia la distanţă, https://www.academia.edu/7316986/Educatia_la_distanta, accessed 28.03.2017.
A Memorandum on Lifelong Learning, European Comission, Brussels 2000,
http://pjp-eu.coe.int/documents/1017981/1668227/COM_Sec_2000_1832.
pdf/f79d0e69-b8d3-48a7-9d16-1a065bfe48e5, accessed 28.03.2017.
Phipps R., Merisotis J., What’s the Difference? A Review of Contemporary Research on the Effectiveness of Distance Learning in Higher Education, Washington 1999 (The Institute for Higher Education Policy).
Popescu A.I., Lifelong Learning in the Knowledge Economy: Considerations on
the Lifelong Learning System in Romania from a European Perspective, Revista de Cercetare şi Intervenţie Socială, vol. 37 (2012), pp. 49–76.
Popescu A.I., The Investigation of the Role of Universities in Providing Lifelong
Learning in Romania, The European Journal of Interdisciplinary Studies,
vol. 3 (2) (2011), pp. 77–86.
Tight M., Key Concepts in Adult Education and Training, Routledge, London 1996;
P. Armstrong, Rhetoric and Reification: Disconnecting Research, Teaching and
Learning in the ‘Learning Society, Papers from the 28th Annual SCUTREA
Conference. Research, Teaching and Learning: making connections in the education of adults July 6 – July 8 1998. University of Exeter, http://www.leeds.
ac.uk/educol/documents/000000706.htm, accessed 28.03.2017.
Willis B.D., Distance Education: A Practical Guide, Englewood Cliffs 1993 (Educational Technology Publications).
Yar Ch.Y., Asmuni A., Silong A.D., Roles and Competencies of Distance Education Tutors in a Public University, Malaysian Journal of Distance Education,
vol. 10 (1) (2008), pp. 21–39.
6. Summary
A modern individual has to go to the level of continuous education in order to be
prepared for the challenges of the present. Hence, distance education may seem
the right answer in adult learning. An important role here is played by the tutor
who acts as a professional mediator in the education process. So, it is worth ask-
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ing and considering the goals and benefits of distance education in Romania. It
is only recently that the Romanian authorities have incorporated the principle
of lifelong learning, stressing its importance in education. Distance education is
an open perspective for learning and responds to the need for adult education.
Therefore, tutors have responsibility for teaching and academic support.
Looking Broader: Rhetorics as Soft
Skills Competence Development
I N G R I DA TAT OLY T Ė
Vilnius
keywords . soft skills competence, tutoring, rhetoric, translation
studies, interpreting
The goal of this study is to showcase Rhetorics as a discipline facilitating acquisition and enhancement of soft skills competence. It is based on
my observations and experience of teaching Rhetoric for more than 12
years at 4 European universities, and on the feedback by my former students illuminating the contribution of the course on rhetoric to their professional career and social advancement. I expect that this study being far
from comprehensive can shed some light on the potential of rhetorics as
a discipline in relation to the intricate matter of training and assessing of
soft skills. I am fully aware that it has to be supported and tested against
further interviews and questionnaires. Yet complexity of both, rhetorics
as a ‘method’ and soft skills as an object, invites for more in-depth, qualitative analysis of alumni’s accounts of a more informal nature. Furthermore, the very notion of soft skills, and respectively the soft skills competence, has to be rediscussed in this context. Finally, I share a few practical
notes on how rhetorical training adds on the development of skills of
a rather broad application.1
The course of Practical Rhetoric I taught can be treated as one case.
It indicates having a small group of attendants; usually not more than
12–13 students, therefore any collected data will be relatively small. However the continuous feedback I compiled through the years in the form of
assessing progress after the coursework, reiterative accounts via e-mail,
interviews focusing on a particular skill or issue, and recommendations
for the course results in the crystallization of certain tendencies and trac1
I sincerely thank Silvia Piccini, Jolanta Saldukaitytė and Ziyad Hayatli for all their
insights, ideas and engagement into discussions on the topic, as well as Jake Robertson for making me acquainted with his approach to the subject and ongoing unpublished research.
PA R T I . T U T O R I N G I N E DU C AT I O N
ing the impact of the course. The latter is ever so more valuable as it was
first formulated by its former attendants as their own reflections.
1. The background for the study: lessons we learn from our
students
The idea of this study, as many other ideas, was inspired by my former
students. In 2005, I was invited to teach a subject at the Department of
Translation and Interpretation Studies at Vilnius University, Lithuania,
which I decided to call Practical Rhetoric for Interpreters. The course
I created underwent numerous changes and had been constantly improved throughout the years. The introduced changes and later developments were in many cases influenced by the remarks, feedback and
observations given by the students of the course. Further, I made my own
discoveries of certain gaps and patterns in their previous education, from
which I derived the needs for insuring better performance in their future
work. What I have learnt from them later was that the course allowed
them to develop applicable skills in their future occupations even when
they continued their careers in a different field. That is to say that not
all of my students pursued an interpreter’s career. On the other hand,
some of them who came from other disciplines became translators or
interpreters, or otherwise clung to other guises of the craft of letters. In
addition, some of the students felt encouraged to nurture their interest in
rhetorical analysis, public speaking, debating and engaged in civic activities during and after their studies at university.
In their feedback my former students mentioned a vast range of skills
developed during the course, which they used later in their day-to-day
work. Some of those skills were qualified as professional skills by them and
could be treated as such; these are the skills they employ in their capacity
as interpreters or translators. Other skills were identified by them as skills
enhancing their performance in public and their ability to express themselves orally; those skills could be easily addressed to the very nature of the
subject of Rhetoric. Yet some of the mentioned skills and competences acquired were rather of a broader nature. This broadness was also reflected in
the students’ remarks about the impact of the course on the growth of their
personality, the nature of the course, and methods of teaching they found
likable. They adapted some of those methods within their own teaching,
coaching, leadership or communication of any sort. Curiously enough,
most of the skills mentioned in all three groups could be treated as partial-
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ly belonging to the group of ‘professional skills’ crucial for the job of interpreter, skills that could be covered by the term of ‘rhetorical,’ and so called
‘soft skills’ at the same time. I will address this issue further in the article,
but it is worth mentioning that this situation occurs due to the fact that in
a broader sense, some ‘professional skills’ in the job of an interpreter (i. e.
skills that qualify an incumbent as an interpreter) are soft skills in other
professions (even though this approach might be argued by some scholars
in Translation Studies, see further); such as confidence in oral communication in public, excellent analytical skills and high level of expression in
mother tongue and foreign language. For instance, the ability to speak in
public and a certain degree of confidence in doing it is an essential skill for
an interpreter and constitutes a part of their professional competence. It
follows that a person who is afraid of speaking in public and bad at interaction can not become a good interpreter because interpreting by definition
implies oral communication for a certain audience. These skills partially
also belong to the field of rhetoric; to be an excellent performer in oratory
and rhetorical analysis one has to be able to fluently express themselves
in a given language and perform in public, or have a good command of
critical thinking and know how to analyse the text. But in contemporary
education and a competitive market, some of these skills are treated as ‘soft
skills;’ that is hard to measure, assess and train.
In essence, my former students’ accounts demonstrate that the course
on Practical Rhetoric enhanced their acquisition of professional and soft
skills. The latter are the skills that are hard to define and measure; nevertheless such skills can be summarized by students in their feedback and reflection on their progress in relation to the course. In his recommendation
for the course, my former student from Tallinn University, Mr Oscar Vilson, emphasizes that the skills obtained helped him with his overall studies
and at work, and continue to contribute to his professional development2:
I was very honoured to be Ingrida’s student as her course in practical rhetoric was an essential part of my postgraduate program in conference interpreting. I really appreciate the way she gives every student a chance to open
up and to discover one’s strongest sides and encourages to use them. What
I got from her classes really helped me with my overall studies and at work,
and continues to contribute to my professional development.
2
All the former students’ accounts and excerpts from their feedback are quoted with
their written permission. I would like to express my deepest gratitude to them for
their enthusiasm and support in providing all the information required, their permissions and further feedback shared in the course of writing this article.
PA R T I . T U T O R I N G I N E DU C AT I O N
Oscar Vilson, Operations Administrator at Private Flight Global
Limited, Australia; holds an MA in Conference Interpreting, and
took the 6 weeks intensive course on Practical Rhetoric within the
framework of his MA studies in Conference Interpreting at Tallinn
University, Estonia, in 2014
(Recommendation. LinkedIn, February 1, 2017)
As a teacher I was not only happy to realize that my work was appreciated and proved to contribute positively to the development of the future
career of my student, but I also discovered that the aspects highlighted
in Oscar’s account were the method or rather approach towards teaching,
the role of the course in the overall curriculum, the impact of the course on
the growth of personality and the potential of the broad application of the
material received. These are the major points that summed up most of the
accounts provided by my students.
In one of the e-mails I exchanged with my former students from
the University of Novi Sad, who took a course within their BA or MA
programme in English Philology3, one of them confided in me that the
course helped her to gain self-confidence and improve her communication skills:
(...) It did help me a lot in overcoming some public speaking problems, gaining self-confidence and generally improving my spoken communication
skills. (...)
I never got to be an actual interpreter, but I had many opportunities
to apply the skills I gained during the course in real life, and I often talk
about it with my friends hoping that such pieces of advice could help them
become better at public speaking.
Bojana Dobran, senior Marketing Specialist at phoenixNAP USA,
Serbia; holds an MA in English Language and Literature, and took
the 5 weeks intensive course on Practical Rhetoric as an independent
3
The course was given within the Joint EU-SEE Erasmus Mundus mobility exchange
programme. The Bachelor’s programme in English Language and Literature in Novi
Sad lasted 4 years, and had a track of Translation on the 3rd and 4th year of the studies
(the other tracks being Linguistics, Literature and Pedagogy). The subsequent MA
studies in philology lasted 1 year. The students who attended the course chose it
voluntarily as an independent coursework. Among the attendants there were both
MA and BA students from different years of the study. Some of the alumni of the
programme, who were already working as translators or interpreters at the time,
found the information on the course on the university websites and joined in. The
course was also attended by Erasmus students and students from other than philology studies. Therefore the audience of the course constituted a mixture of young
undergraduates and experienced professionals of different backgrounds.
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coursework during her BA studies at English Language and Literature at the University of Novi Sad, Serbia, on her 3rd year of studies
in 2010
(Excerpt from the feedback via e-mail, September 26, 2014)
This particular account shows that the course had a long-lasting effect in realizing the importance of certain aspects of communication, and
a vast range of application of said aspects in ‘real life.’ A few years later
this insight was supported by the same alumnus in her further remark:
I am still interested in rhetoric and analysing people’s public speaking skills,
as I am more and more aware how important this is in professional environment.4 What was stressed by Bojana, was not only the impact of the
training on her character as a performer, but also her willingness to pass
the knowledge on to others in need of certain public demeanour, as her
following comment shows:...one of my colleagues recently has been preparing a speech in front of a large audience and I was happy to share with
her some tips I learned from you.5
A couple of aspects mentioned above are worth elaborating in this
chapter due to the students’ take on them. First is the way the course
impacts the growth of personality and enhances certain skills and abilities. One of the character qualities mentioned by most of the students of
Interpreting in their feedback is their courage to speak up. Courage and
confidence in oral presentation is one of the generic qualities crucial for
any job related to oral communication, presentation and interaction in
a broader sense. This is the quality that is very hard to train and assess,
since it implies a lot of introspection and self-assessment on behalf of the
speaker. Yet the audience can have a different perception of the speaker’s performance, and can provide its own assessment of the speaker’s
persona in terms of their courage and confidence in their presentation.
At the same time it requires some balancing with the development of
self-criticism and ability to take criticism. Overlooking one of those qualities might not achieve the desired result, since in most of the professions
linked to communication both of the faculties, confidence and ability
to take criticism, are crucial for a good performance. In the run of the
course students usually were asked to provide their own remarks on their
improvement. During the course, one of the first skills the students developed was their attention to their own utterance, in other words ‘attentive
4
5
Bojana Dobran, feedback via e-mail, 25.05.2017.
Ibidem.
PA R T I . T U T O R I N G I N E DU C AT I O N
listening;’ hence they provided critical remarks about their own presentations. In their later feedback they shared their impressions about how
they felt about their own presentations in the final element of the course,
what improvement they noticed, and what were their mistakes or imperfections in presentation. Most of them stressed how they felt seeing or
hearing their own mistakes. The reactions appeared to be polar opposite;
some admitted that they were still afraid of facing their own mistakes
(i. e. listening to their own speeches or seeing the videos of their presentations), and by doing so getting discouraged to speak up in the future.
Others, on the contrary, were excited about the opportunity to learn and
overcome their shortcomings for the better future results.
The case of courage, confidence and ability to take criticism is particularly interesting because even though just a few of the students literally
mentioned the latter in these precise words, most of them touched upon
their own self-critical approach towards their speeches and the quality
of presentation (i. e. their performance in public) in general. Furthermore, they contemplated on how this approach might influence their future confidence. In contrast, their development in ability to take criticism
could be clearly observed by the lecturers and outstood in comparison
with the students who did not take the course or took a similar course
without emphasis on the development of such a skill. However the students’ feeling of growing courage was best assessed by themselves, and
only partially showed through their presentations, mainly in their confidence and stance. It shows that courage6 being a much broader, essentially inner quality, covering more than just a professional field, is harder
for a teacher to assess based on skills assessment criteria. Nevertheless,
again, it can be reflected on rather directly in students’ accounts or interviews. What makes this issue even more interesting is that the graduates
note the link between courage and confidence on one hand and their professional performance on the other, and sometimes even stress that their
6
The virtue of courage, and the complex nature of it, occupies the thinkers and researchers for centuries, from Aristotle to contemporary educational psychology. In
his Nicomachean Ethics Aristotle chooses to discuss courage first, from all the moral
virtues that we can voluntarily cultivate into our character or habit (Book III.6, as in
The Nicomachean Ethics of Aristotle, transl. F.H. Peters, London 1906 [Kegan Paul,
Trench, Trubner & Co., Ltd.]), p. 80 onwards. A ‘fear’ of public speaking relates to the
fear of disgrace in Aristotelian terms and a fear of ‘losing face’ in more modern pragmatic terms. In the context of public presentation it brings us back to the prospect of
working on other qualities needed in order to avoid disgrace or losing one’s face, as
well as to deliver a more preferable presentation and create a desirable public image.
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courage and confidence in oral presentation allow them to obtain certain
job positions which otherwise are hard to attain due to the tough competition, hostile environment or restricting conditions. In other words,
their confidence in speaking in public becomes the crucial competence,
which distinguishes them from other incumbents and guarantees them
their jobs. Hence, the gained quality of courage falls into the category of
the skills indicating the growth of personality and a potential of professional and broader application at the same time. It also shows the importance of the development of such skills within the university curriculum
and their perceived relation to the professional competence.
To illustrate it, quite a few students mentioned in their feedback that
due to the very fact that they took the course in Practical Rhetoric, which
implied working on their skills to perform in public, they were granted
with a stipend for studies abroad or were considered as preferred applicants for a job. One particular case is that of Ms Hana El Farra, a graduate from the University of Novi Sad, who due to her unusual cultural
background, personal interest in her studies and profession, as well as
high level of self-assessment, became my main informant. Throughout
the years she provided me with an extensive and consistent feedback,
evaluations and reflections on the course in the form of in-depth interviews, comments, recommendations and shared impressions via e-mails
and conversations. Consequently she became a case study to establish the
impact and reception of the course, defining its long-term effect, and an
awareness of its essential aspects. Simultaneously, her case illuminated
the lasting outcome of the course and the ways it influenced career advancement. Even though I am aware that this is only one case study, it
can be treated as at least partially representative because it is supported
by the accounts of other students and provides in-depth comments into
the aspects mentioned by them. Therefore, I will refer to Hana El Farra’s
case a few more times further in the article.
Hana El Farra took the course as an independent coursework when
she studied English Language and Literature at the Faculty of Philosophy,
University of Novi Sad, in 2010. At the time she attended the course she
was at her 4th year of BA studies, and pursued the track of Translation,
which embraced both written translation and oral interpretation. Later
on, she continued her studies in MA in English Philology, and took a particular interest in the ethics of interpretation and moral dilemmas an interpreter faces in particular communicational situations, which became
PA R T I . T U T O R I N G I N E DU C AT I O N
her research topic.7 At present she works as a professional translator and
interpreter, and further nourishes her academic interests in the said field.
In her recommendation to the course, given in 2014, Hana writes:
During my undergraduate studies at the Faculty of Philosophy, University
of Novi Sad, Serbia, I attended a course entitled ‘Practical Rhetoric to Interpreters’ (...). I would highly recommend attending that course. Thanks
to Miss Ingrida’s passionate, skilled and professional approach I can
honestly say that I have overcome my fear of public speaking, I feel more
confident and I learned how to act when delivering a speech. I have since
gone to become a professional interpreter and I believe having that course
under education in my CV has helped me when applying for jobs.
Hana El Farra, translator and interpreter at the Embassy of the State
of Qatar in Belgrade, Serbia; holds an MA in English Philology, and
took the 5 weeks intensive course on Practical Rhetoric as an independent coursework during her BA studies at English Language and
Literature at the University of Novi Sad, Serbia, on her 4th year of
studies in 2010
(Recommendation. LinkedIn, January 21, 2014)
As it can be observed, this account suggests that the course contributed crucially to Hana’s cultivation of the faculty of courage and growing
confidence in public performance. In some of her more recent interviews
she elaborates that, consequently, these skills positively impacted her professional career. She notes that in some cases the determining competence
governing the decision of assigning the highest rank tasks to her was in
line with her possession of courage and know-how to handle speaking in
public, in front of cameras and in the vicinity of VIPs: definitely – I think
the approach of filming us giving our speeches helped a lot in that aspect [of
building courage]... Now I can handle myself in front of cameras and next
to VIP’s which is something I wouldn’t have dared in the past.8
In summary, the qualities and skills that otherwise are hard to achieve
through professional subject-related training only, proved to be of a vital
importance for professional advancement and were noted as trained with
help of the course in rhetoric by its attendants. The nature and curriculum of the MA and BA programmes was different in different countries.
Therefore the students who took the course were of different ages, had
a different cultural background, range of life experience and expertise in
7
8
In 2014, she presented her paper ‘Politics and the Ethics of Interpreting’ at the 3rd
IATIS Regional Workshop in Novi Sad, Serbia.
Account via e-mail, 26.05.2017.
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other fields, preferences, inclinations and developed skills, held different
degrees of interest relating to a future profession in interpreting or translating, and showed differing levels of performance in their studies. For
example, MA students of Translation and Interpretation at Vilnius University came from different fields; such as economics, journalism, law, political science, different philologies, and sometimes from arts or physical
sciences. Some of the students at Tallinn University already had years of
experience living, studying or working abroad and spoke many languages fluently; Oscar Vilson (quoted above) is one of them. The others, as Ms
Hana El Farra, came from a very different cultural background and were
challenged to adapt to a different discursive culture, and therefore had
to work on particular skills required in it such as courage and boldness
to speak in public given certain conditions. A number of the students
across all the universities had had some experience of translation and
interpretation, and sought improvement in their profession. These might
be important characteristics for assessment of how much the course influenced them and what basis of knowledge they had already held before
their studies.9 Yet the accounts which I have received in the following
years show that to a certain degree, influence of the course can be observed in all the students regardless of their differences, though the skills
mentioned and self-awareness of their improvement may vary.
2. Re-introducing soft skills: How soft is soft and what is their role
in the university curriculum?
The discussion around soft skills is tightly linked to the rise of competence- (or
competency- as defined in other sources) based model of learning. The terms
competence and competency are used interchangeably (sometimes even within
the same study); one or another term being more preferred at different times
or by speakers of British or American English respectively. Yet the neighbour9
For this reason and in order to show the spectrum of the recipients of the course, I attempt to provide as much information about the students I quote as I can. Particularly,
I register their current occupation, the level of studies at which the course was given,
the length of the course, the name of the programme they studied and their place of
studies. I also mark the year they took the course and the year they provided their
feedback to demonstrate their awareness and the duration of the impact. It needs to be
noted that their occupations and positions changed in years; in some cases informants
held a different position or were working at a different workplace when they provided
their feedback. The positions provided above are current and are employed to show the
range of occupation and, more generally, career advancement of alumni.
PA R T I . T U T O R I N G I N E DU C AT I O N
hood of two terms used in the same context for a period of time led some
authors to suggest that there is a distinction to be made between them.10 Nevertheless there is no consensus among academics as to which of the terms
corresponds with which notion. The difference can be drawn between a more
abstract use of competence as an aggregated capacity to perform, for instance
at a workplace, covering various skills needed, awareness of possessing such
skills, intention to use them and experience of using them. In this sense it
is usually referred to as professional competence. Another notion is linked
to a particular set of skills needed to perform a certain task; in this sense competence is treated as more concrete, definable aspect and acquires a countable
use. Keeping those two notions in mind, the abstract professional competence
comprises different particular competences (such as socio-emotional competences, cognitive competences and the like).
Being examined in different fields (applied linguistics, cognitive
sciences, psychology and educology among others) the notion of competence can cover slightly different aspects of professional and more generally individual performance. The studies of expert knowledge in cognitive
psychology focus on expert performance which could be associated with
the broader notion of professional competence, since expert performance
there ‘represents the highest performance possible, given current knowledge and training methods in the domain’,11 and distinguishes expert
performers from those less outstanding and other individuals. It stresses
that expert knowledge ‘comprises a wide range of knowledge organized
in complex structures; it may be applied to solve problems; it requires
a high degree of metacognition; and it is an acquired competence’.12 The
researchers in the field make a point that ‘even when scientific investigators’ ultimate goal is to describe and understand everyday skills, they are
more likely to succeed by studying expert performance than by examining everyday skills because the former is acquired under much more controlled and better understood conditions and achieved at higher levels of
proficiency in a specific domain’.13 In other words, such studies can shed
10
11
12
13
See, for instance, T. Teodorescu, Competence versus Competency: What is the Difference, Performance Improvement, vol. 45 (10) (2006), pp. 27–30.
K.A. Ericsson, N. Charness, Expert Performance: Its Structure and Acquisition,
American Psychologist, vol. 49 (8) (1994), p. 744.
A.H. Albir, Competence, [in:] Handbook of Translation Studies. Volume 1, eds.
Y. Gambier, L. van Doorslaer, Amsterdam–Philadelphia 2010 (John Benjamins Publishing Company), p. 55.
K.A. Ericsson, N. Charness, op.cit., p. 745.
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the light onto how certain characteristics and skills can be acquired, developed, and brought into fruition in the most efficient way, what training
methods are most effective and what is the impact of environment on the
acquisition and realization of such skills.
In work psychology, and accordingly in management and human
resources, similar to pedagogy which strives to prepare qualified employees, professional competence generally means to know how to do.
In most of the cases it covers both: A broader notion of competence as
abilities and skills in combination with knowledge used in certain situations, and more particular competences, subject-specific competences
on one hand and generic competences on the other, constituting this
broad competence.
Even though this discussion about the term and notion of competence
stretches beyond the goal and limitations of this study, it reflects on the
complexity of the matters discussed. This complexity resonates with the
subsequent discussion about so called soft skills. Very generally, the relation between competence in the narrower sense and skills can be put as
follows: Competence is skills used with awareness and intent (in combination with knowledge and experience in using them). In education the
shift to competence-based models means a shift to skills training. Furthermore, this shift indicates the need to possess certain skills that do not
belong to subject-specific competence, and falls into the category of generic competence. Therefore in addition to subject-specific competence
and skills, a future professional should acquire and develop such skills
that are generic yet crucial for his better performance and advancement
of career. Thus accordingly, skills fall into category of hard skills (those
linked directly to subject-specific competences) and soft skills (generic for
good performance yet not subject-related). However, this distinction between hard and soft skills is not so clear; hard skills initially being associated with the high level of technical knowledge requiring professions are
usually easier to be defined when such professions are taken in mind. Yet
in humanities and strangely enough in business and management, the
distinction between hard and soft skills is rather a blurred than a distinct
line; for instance, fluency in oral and written verbal expression, which is
a generic competence in most of professions, is a subject-related competence in philology, in particular for such professions as a writer, literary
reviewer and alike. Yet being a crucially professional skill it is still defined
rather as a soft skill than a hard skill.
PA R T I . T U T O R I N G I N E DU C AT I O N
There is not much agreement about the classification of the soft skills,
too. In very general terms, they are usually grouped into cognitive skills,
socio-emotional skills, communicative skills, cultural skills, etc. Some distinguish a separate group of such skills as management skills, presentation
skills, and even more specific skills needed for certain professions (speed
in learning political network). There were attempts to group the skills and
their models to cover a different number of skills; from the 12 socio-emotional competences model by Daniel Goleman, encompassing 4 groups of
competences distinguishing best performed leaders, to extensive 87 soft
skills models and others. The groups split into subgroups and so on. The
assignment of one or another skill to a certain model is inconsistent as
well. It seems that on the market related to business training and performance there is little agreement whether some of soft skills should be seen
as professional or not.14 The one thing authors seem to agree about is that
the very term of soft skills indicates certain illusiveness and fluidity of the
notion. That is to say, it is not quite clear which skills to be treated as soft
and how many and which of them we are talking about.
Furthermore, the recent discussion introduces so called softer than
soft skills, also referred as core skills, touching upon the fundamental
principles of human behaviour; values, beliefs, principles, concepts of
transpersonal wellbeing (for instance, society) and actualization (for instance, order). The core skills are absorbed and developed from childhood
and deeply enrooted within cultural, religious and societal contexts. Any
elaboration on the possible development of such skills, and hence modification of those background principles, for the needs of better performance raises profound ethical questions. When do such values have to be
formed and by whom? Is it correct to introduce any change of them on
the higher levels of education? Does not the formatting of such skills with
the view of any work or social prospects hit the margin of social engineering? These are but a few issues to be accountable for, given we follow
the trend.
As it follows, asides from being hard to define, another characteristic
of soft skills in comparison with hard ones is a difficulty in training and
assessing them. With the rise of a competence-based model of education,
training of soft skills was introduced to all levels of education. Yet some of
the skills in focus touch the innate qualities, temperamental dispositions
14
Cf. the skills inventory provided on the webpage https://training.simplicable.com/
training/new/87-soft-skills, among others, accessed 20.05.2017.
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and general features of the character; their performance can depend on
a broader environment and matching of those qualities with the task.15
The question remains relevant – which skills ought to be introduced on
which level of education? Putting it in plain language: When is the optimal time to enhance such qualities as confidence, verbal expression, empathy and the like? With the concept of life-long learning one can argue
that ‘it is never too late.’ Yet others can stress that ‘the earlier the better,’
hence development of such skills is introduced on the level of primary
and pre-school education. Curiously, since development of skills to the
level of obtaining certain competence implies a high level of self-awareness, it seems that many of them can be trained best (or rather in the
best assessable way) on the level of a higher or vocational education as
supplementary to training of professional subject-related skills. Trained
in combination and in relation to subject-related skills they also could
facilitate the application of subject-related skills in the most desirable way
at a particular professional or civic environment. Here comes the trend
to introduce the soft skills training to the university curricula.
As mentioned above, this trend is not new: For instance, the case of the
research commissioned by the Scottish Council for Research in Education
in 198316 and the pre-existing research by Paul Pottingen, David McClelland and other American counterparts, referred to in the introduction
to the study,17 could serve. Nevertheless it appears that there is a lot of excitement about (re)introducing soft skills training on the university level
and more specifically for the training of leadership in business. Among
all the debates, the accounts of the young people, assigning themselves
to the generation Y, show up as those which recognize the discussion on
soft skills as rather old-fashioned and highlight the generational gap in
terms of acquisition and realization of the need for such skills at a workplace.18 This particular discussion focuses around the problem of the lack
of such skills on behalf of the youth, and consequently their difficulties
15
16
17
18
Cf. K.A. Ericsson, N. Charness, op.cit., passim.
L.M. Spencer, Soft Skill Competencies: Their Identification, Measurement and Development for Professional, Managerial, and Human Services Jobs, Edinburgh 1983
(Scottish Council for Research in Education).
See J. Raven, Introductory Note and Postscript, [in:] L.M. Spencer, Soft Skill Competencies: Their Identification, Measurement and Development for Professional, Managerial, and Human Services Jobs, Edinburgh 1983 (Scottish Council for Research in
Education), pp. I–IV.
See B. Tulgan, Bridging the Soft Skills Gap: How to Teach the Missing Basics to Today’s
Young Talent, Hoboken–New Jersey 2015 (Jossey-Bass. ProQuest).
PA R T I . T U T O R I N G I N E DU C AT I O N
to adjust at a workplace, illuminating the lack of understanding on both
sides whether such skills are trained and if so what is the outcome of such
training. On the other end of the argument, in recent years studies have
found that focus on soft skills is overrated in terms of best performance,
yet they, too, highlight our bigger trust in soft skills than in actual knowledge and expertise.19 The others claim that competence in general is only
one of the elements securing best performance in addition to capability
and motivation, and the actual performance might depend a lot on the
physical conditions at a workplace.20
The other problem in focus is that the training of soft skills is ‘soft,’
too. There are no strict ways of inducing such skills in pupils or students.
Most soft skills are acquired in the long term, and through every day
practice, can be turned into a habitual behaviour in response to certain
situations. The acquisition of them requires experience in applying them.
The behavioural patterns should be informed and supported by the corresponding knowledge. And vice versa knowledge (know-what) should
be supplemented by the means and ways (know-how) of application of it
to practice to the best end. In respect of these specifics, any higher level
education does not provide enough time to establish a habit due to the
limited duration of any course. However it allows expecting certain level
of awareness of the need of such practice on behalf of the students. Hence
it relies on the guidelines from the teacher towards how to further train
such qualities independently, and on the persistence of the learners.
The first attempts to construct the soft skills assessment models appeared with the shift to competence-based education. The assessment
refocused on measuring operant performance rather than recognition
of effective performance.21 These models were developed to assess the
level of a skill in possession, and were supposed to be used by teachers
(to measure a final result) and by employers (to measure a desirable result). Yet they did not include self-assessment. Since these models of assessment of soft skills were proposed they have undergone extensive elab19
20
21
See M. Tarakci, L.L. Greer, P.J.F. Groenen, When Does Power Disparity Help or Hurt
Group Performance?, Journal of Applied Psychology, vol. 101 (3) (2016), pp. 415–429;
here again, competence stands for professional competence, which according to the
authors does not comprise leadership skills.
D.T. Tosti, J. Amarant, Energy Investment Beyond Competence, Performance Improvement, vol. 44 (1) (2005), pp. 17–22; S.L. Gander, Beyond Mere Competency:
Measuring Proficiency with Outcome Proficiency Indicator Scales, Performance Improvement, vol. 45 (4) (2006), pp. 38–44.
Cf. L.M. Spencer, op.cit., passim.
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oration, and now businesses when recruiting the employees can rely on
combination of parametric and non-parametric techniques.22 Yet again,
these models, even when declared are not necessarily employed by Human Resources, and diverge in policies and in practice.23 But whatever
models of assessment are proposed, in terms of in-action soft skills based
education and its results, it seems that there is a lack of proofs that the
actual input of the educators pays off, which is widely reported in OECD
skills studies, and in a way noted in the mentioned book.24 The tracing of
the impact of certain elements of curriculum in the higher education is
secured by the attempt of maintaining long-term feedback on behalf of
the former students, recurrent in-depth interviews of alumni and their
employers, surveys and questionnaires to assess the enhancement of certain skills as a direct impact of a course, following an alumni’s career
and other means. This particular feedback is fruitful when the awareness
of the obtained and used skills, as well as the level of self-assessment are
rather high, which is an expected outcome of a higher education in general terms. However, no matter how much required for the recognition
of higher education curricula, the genuine, continued feedback is hard
to maintain and very much depends on the established one-to-one relation between an educator and a student. Therefore any more extensive
feedback provided in a less formal way, as a result of a teacher-student
confidence, containing the high level of self-awareness and self-assessment, as well as the analysis of the skills obtained and their importance in
further career and life (contrary to questionnaires and surveys directing
towards certain preferences among the limited choice of options) is a valuable material for the qualitative study. It is also important to stress once
again that this particular assessment is conducted within the boundaries,
albeit blurred, of the domain of a professional education and professional
field of application of skills obtained.
Let me support these deliberations with the example I am most familiar with; introducing soft skills to Translation Studies. As I mentioned above, the definition of what is professional competence in the
field of translation varies. The broad account on different approaches
22
23
24
Cf. Goleman and Boyatzis’s 360 degrees rating instrument.
Cf. A.K. Touloumakos, Now You See It, Now You Don’t: The Gap between the Characteristics of Soft Skills in Policy and in Practice. Thesis (D. Phil.), Oxford 2011 (University of Oxford).
B. Tulgan, op.cit., passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
to it is given by Albir25, who, echoing the said above, stresses that ‘the
complex, diverse nature of translation competence makes it difficult
to define’.26 Further on it covers a wide range of skills, diverse knowledge
and, according to PACTE model, psycho-physiological mechanisms.27
First though, there should be a difference highlighted between translation and interpretation as different modes, since they require slightly
different set of skills and abilities, but I will not go into it further. As
Albir notes, most of these competence models are componential, i. e.
comprised of subcompetences. These models, with some variations
across the theories (behavioural and relevance theory among them),
cover an extensive list of skills required. Even though they are grouped
into subcompetences, there is no any distinction between soft and hard
skills made, and they are treated as equally important components of
the professional translation competence. The only non-componential
model mentioned is the one by Pym, who identifies two major skills;
an ability to create more than one viable target texts for the pertinent
source text, and an ability to choose one of them quickly and with justified confidence.28 In a way his model could be treated as defining hard
skills in translation.
Beginning in the 1970s, this interest in translation competence gained
its momentum in the 1990s, and most studies referred to by Albir are from
recent years. This is why it is not surprising that the models discussed already attempt to cover soft skills. Subsequently the proposed models of
acquisition of translation competence take them into account, too. What
it means for the university curriculum in Translation Studies is that soft
skills training should be included into the professional training. Furthermore, the need in training of soft skills is invoked by the changes of EPSO
exams which recently turned its focus on the applicants’ softs skills possession. Yet it raises certain questions about who and how should train
such skills. Here Translation and Interpretation should be treated differently (even though EPSO requirements foresee certain possession of soft
skills by both, interpreters and translators), and I will concentrate only on
the case of Interpretation.
25
26
27
28
A.H. Albir, op.cit., passim.
Ibidem, p. 56.
PACTE 2003, p. 58, cited ibidem, p. 57.
A. Pym, Redefining Translation Competence in an Electronic Age: In Defence of a Minimalist Approach, Meta, vol. 48 (4) (2003), pp. 481–497.
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Interpreters’ training is conducted within small groups of students,
with substantial attention to each individual case. Most of the skills
required are well covered due to this personal approach of a trainer
and extensive training with the focus on obtaining a habit-level skill
to perform certain tasks. To be more precise they are developed simultaneously while subject-related training is provided. However, the primary task of a trainer in interpretation is to train what could be considered hard skills whilst not necessarily raising awareness towards
obtaining soft skills; in order to reach the best results in their step
by step training trainers keep their students’ focus elsewhere. This encourages the quest for professionals. For that reason, the Department
of Translation and Interpretation Studies of Vilnius University decided to introduce the subject of Practical Rhetoric. To my knowledge,
a few more universities recognized a need for Rhetoric in the form
of a course or manual for interpreters for the same reason (Comenius University, Slovakia; the University of Westminster, JK; Tallinn
University, Estonia, and the University of Novi Sad, Serbia, among
them). First proposed as an experimental course, Practical Rhetoric
has stayed on Vilnius University curriculum for more than a decade,
proving to be efficient and supplementing professional training. As
the interview with Ms Hana El Farra shows, rather than being a hard
line the distinction between hard and soft skills in Interpreting is
associated with complimenting disciplines, and the progress in acquisition of both skills is attributed to the efforts of tutors teaching
them: Two things (actually two people) influenced me greatly (...). I am
very passionate about interpreting and Terry’s [Terence McEneny’s29]
lectures helped me develop my skills and taught me the basics of the
profession, while (...) your course in Rhetoric helped me get the confidence to be able to execute my job and opened my mind to different
approaches (...) to the profession itself. So if Terry taught me how to act
while working and how to take notes, you in turn helped me find the
courage to stand in front of a crowd, but also made me think about the
values behind what is being said or delivered at that moment.30
29
30
Terence McEneny, professional translator and interpreter, now a sworn court interpreter in the USA, was a lecturer of Interpreting on the Translation track at the University of Novi Sad in 2010.
Interview via e-mail, 26.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
3. Why Rhetoric?
Rhetoric as a technique and discipline of persuasion, argumentation and
public speaking emerged with Athenian and Syracusan democracies, and
in a way cements their foundation. It assigns a lot of power to verbal expression and it has been criticized for this from its very occurrence. It also
associates the power of a word with directly resulting action: For good
or for bad, ‘good’ persuasion is the one which reaches its ends. The confidence placed on verbal manipulation and juggling arguments instead
of a quest for truth has been seen as a threat from the very beginning.
Paradoxically, due to this immediately attracted critique, rhetoric bears
a huge potential of critical thinking and self-scrutiny. Being criticized for
digression from morals and truths, it consequently raises awareness of
values and stances behind statements. More over the very technique of
argumentation, which lies at the heart of any public argument, represents
the general model of human thinking; constant movement between logoi
and anti-logoi, argument and counterargument, particularization and
generalization mirrors the process of thought. Rhetoric is exteriorisation
of this process through the vehicle of language. Hence, as an intrinsic
movement between opposing sides (within one’s thinking process, structuring of an argument or an open debate with the other party), rhetoric
is essentially dialogical.
For this study particularly, it is crucially important that rhetoric, apart
from being linked to democracy and politics, is also intertwined with
pedagogy. The very term of rhetoric is coined to embrace all the existing
techniques of teaching and exploiting of effective public (political or judicial) speaking practices.31 As a teaching technique, being popularized
by sophists, travelling teachers of culture, rhetoric and politics, it lies at
the ground of the first ever general education, as we understand it now.
It also serves the all embracing pedagogical project of Athenian democracy; with the legislative and executive power delivered to the citizens of
polis instead of mere professionals in the field, citizens had to be educated
towards how to execute this power through public debates, i. e. they had
to be trained in rhetoric. One can say that, in the modern terms, rhetorical competence was seen as generic; an underlying qualification necessary for any participation in public life.
31
More on the probable origin of the term see G.A. Kennedy, A New History of Classical Rhetoric. Princeton–New Jersey 1994 (Princeton University Press), p. 7.
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There were different techniques employed for teaching and learning
rhetoric (and most of them are still used by contemporary educators),
as well as there were schools of rhetoric established, yet the most preferable way of teaching for sophists, same as their critics, was a direct
teacher-to-student communication. This is another aspect of a dialogical
root of rhetoric. Initially, rhetoric, same as dialectics, was being taught
through the dialogue between a teacher and a student. Even though rhetoric was criticized by Socrates and Plato for not leading to the truth, it
rested in the same paradigm and its teaching very much relied on the
Socratic method of guiding a student to let him to ‘arrive at’ the knowledge through a dialogue of a dialectical nature with a teacher. Socrates
and Plato see a problem of rhetoric, which addresses big audiences and
is dominated by a speaker without another party equally participating,
in being unable to satisfy a need for the conversation between two souls.
However, their main critique is particularly addressed to the discipline of
rhetoric as it was practised by some of the sophists at the time: Relativity
of truth and justice in their approach, and new teaching tendencies. Yet,
as I briefly mentioned above, the very core of rhetorical structure and
its inherent dialogic nature is rather provoking to open a dialogue with
another on all the levels. As Aristotelian defence of Rhetoric shows, its
tools can be employed on both sides of an argument. More recent studies
of the exercise of rhetoric in the context of social psychology showcase its
capacity in particularising social context through inviting an exception
to generalization, a counterproposal and an emphatic listening, in this
way instigating social dynamism and a dialogue.32
The highlighted aspects of rhetoric illuminate its vitality and versatility in terms of a platform for teaching quite a wide range of skills, including those which are attributed to the category of soft skills. Its inherited
ties to politics, democracy and pedagogy, as societal mechanisms operating together, on one hand, and a profound association to culture and
philosophy on the other, showcases rhetorical competence as embracing
many other competences. Those competences can be seen as generic for
operation in society, adjusting to social environment, collaboration, interaction, and performance in the professional domain. Rhetorical compe32
See M. Billig, Arguing and Thinking: A Rhetorical Approach to Social Psychology,
2nd ed., Cambridge 1996 (Cambridge University Press); for particular application of
his ideas in practice for teaching rhetorical analysis see R. Cockcroft, S. Cockcroft,
Persuading People: An Introduction to Rhetoric, 2nd ed., Basingstoke–New York 2005
(Palgrave Macmillan).
PA R T I . T U T O R I N G I N E DU C AT I O N
tence encompasses such skills as critical thinking, verbal communication
(including its pragmatic aspects and eloquence in expression), cultural
skills, confidence in performance, ability to take criticism, and a skill referred to by some authors as an accurate empathy, i. e. ability to ‘accurately hear the content, meaning and feeling of what another person is
saying’33, among others. Teaching rhetoric through both recognizing the
argument and actively structuring it implies continuous, insisting practicing of these skills by a student and suggests quite an individual approach to every student by a teacher. The progress of accumulating such
skills very much depends on a dialogue between a student and a teacher.
It requires from a student to place certain trust into their teacher as an
encouraging and guiding party. Each student’s inclinations, preferences, accumulated knowledge and expertise have to be kept in mind; since
the journey begins here. Therefore no matter on which level of education
we introduce rhetoric, it will always direct us to the approach by Socrates,
and in more modern terms, will include a deal of tutoring as a personal,
individual instruction adjusted to the needs of the instructed and purposes in mind.
In relation to softer than soft skills mentioned above, rhetoric can provide means to recognize and support or revoke certain values, beliefs,
principle and concepts behind statements; those by others or our own.
The recognition of those core skills on both sides (a speaker and a listener, a proposer and an opponent) is crucial for our social cohabitation.
It also allows us to test ourselves against different ideas, and in formatting a judgement or comprehending the one given by the other party
to strengthen those principle core skills, or open up for a change, but in
an informative, justified way.
Certainly, rhetoric as a discipline is not a heal-all salvation, but a mere
tool, which nevertheless can be used quite widely and adjusted to needs in
hand, keeping in mind its potential. There are different ways of possible
application of rhetoric for acquisition and enhancement of soft skills, in
particular. For one, I would like to address the ongoing research by Jake
Robertson (Utah, USA), who applies Burke’s ideas on identification and
social role for developing students’ skills in reading the rhetorical situation in order to craft and perform a situationally appropriate self. From
the perspective of his study, self is seen as an aggregated core of accumulated strategies that a person has acquired over time for performing
33
L.M. Spencer, op.cit., p. 14.
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in various rhetorical situations. Consequently soft skills can be seen as
rhetorical strategies, which can be mastered and added to constantly developing core self to be later deployed for different purposes.
My approach adopted a different focus, in that it relied on learning
through operant models. I will briefly elaborate on it with the example of
my course on Practical Rhetoric for Interpreters described in the outline.
For this I highlight just a few aspects: Approach, method, some features
of its design and techniques of exercising rhetoric in the classroom suited
for soft skills development.
3.1. Practical Rhetoric: Approach, method, design and techniques
The course I proposed was designed especially for interpreters and had
to supplement their professional training, and therefore emphasized certain practical skills required. Initially intended as practical training, the
course in my design encompassed both theory of rhetoric (as metarhetoric) and its practice, with slightly stronger emphasis, yet not exclusively,
on operant elements, i. e. structuring an argument and enhancing elocution, than recognition of rhetorical patterns, as in rhetorical or discourse analysis. Nevertheless theory and practice were treated as equally important components and were incorporated into one another34: So
when teaching theory, practice was used to reinforce the theoretical models behind it. And when practical exercises were carried out, reference to
theory was made when relevant. The integrated method of instruction was
seen as most efficient; lecturing, seminars and training were one another
supplementing parts of instruction even within one class. Interaction was
essentially regarded as a way of practicing speaking and argumentation.
Another important emphasis was on learning rather than teaching; to reiterate said above, rhetorical skills as well as soft skills can not be induced
as in lecturing and have to be trained and practiced. For this, a teacher
is rather guiding a student towards certain knowledge (of know-what or
know-how is of no much importance in this case) than actually lecturing,
even if the instruction includes some parts of a classical lecture. To follow
this path or not, depends on students’ disposition as well. Therefore the
stress is on facilitating their process of learning rather than teaching. This
method requires individual approach to each student and to be considered as tutoring on university level.
34
This is one of the reasons among those mentioned further why this course was persistently called Practical Rhetoric rather than Public Speaking.
PA R T I . T U T O R I N G I N E DU C AT I O N
From a theoretical point of view, rhetoric was approached from the
phenomenological perspective. Further, following Perelman and neo-Aristotelian approach, it was being treated as a theory of argumentation and
persuasive communication. Eventually it is important to stress that even
tough we did work on persuasion, the ethical premise was seen as crucial
for the exercise of rhetoric in society, therefore rhetorical practice was
approached from the ethical perspective.
The course encompassed the journey from learning to hear the argument to speaking in public to defend your own. The final element of
the course was giving the speech in public and defending one’s position
by replying to questions and counterarguments from the audience. Those
events were advertised, moderated by a teacher, and filmed for further
needs of learning.
The course covered all major elements of rhetorical situation and three
main Aristotelian forms of persuasion – logos, ethos and pathos – concentrating on reasoning, presenting one’s stance and evoking as well as
recognizing emotions in the speech. The practical part was focused on
two major aspects; development of spontaneous speech and learning
to recognize and structure an argument. Independently from the length
of the course it required a lot of everyday practicing in reading into rhetoric (that of politicians, managers, advertisers, journalist, etc.) and using
language for expressing one’s own position, with some extra emphasis on
expression.
As students’ feedback shows, these lessons, beside professional growth,
contributed to the development of their skills potentially used in a broader way than just within the domain of a particular profession. These skills
which constitute rhetorical competence can be discussed as soft skills as
well. Below I mention a few of them with additionally pointed techniques
that might help to develop them.
Skills
• Critical thinking; rhetoric as the practice of reasoning is one of the
best tools to develop this faculty to the level of habit and competence. The stages of invention and disposition of an argument or
a speech are involved for this purpose. By the very movement
between a thought and counterthought, logoi and anti-logoi, argument and counterargument we are practicing critical thinking.
When selecting the arguments, clarifying our position, searching for supporting arguments and counterarguments, and try-
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I N G R I DA TAT O LY T Ė . L O O K I N G B ROA D E R
•
•
•
•
35
ing to understand counterpositions we work out our reasoning.
We do so by generalizing, and then supporting our statements
with examples, and again searching for exceptions from the general rule. Therefore the very combination of theory and practice contributes to learning to generalize, abstract, recapitulate, and test
our assumptions against examples, particularities and practices.
Furthermore, it teaches of self-awareness and metacognition.
Developing stance and expression of one’s position are closely related to the mentioned above skill. The argumentative approach
to rhetorics concentrates a lot on a deliberative speech. For giving
it, a speaker has to clarify their position and form a certain stance
on issues in question.
Argumentation as the skill to form the judgement, test the arguments pro and con, structure an argument is in the hart of rhetorical training.
Confidence in speaking, courage to speak up and know-how to deal
with stress are based on practice informed by understanding of the
processes happening to us in challenging situations. Training of
confidence took a three-pronged approach: Focus on the importance of content knowledge in forming one’s judgement or structuring a speech; persistent practice with an assessment of the reception
of one’s utterances by a listener, and taking critique; understanding
certain components of communicational situation, such as the goal
of a message, audience, kairos of the speech, relevance and urgency
to raise the voice, etc. The latter was especially important for cultivating a quality of courage. For dealing with stress and its consequences the exercises on breathing, articulation and stress reduce
were employed. Developing certain positive outlook to the audience,
as ‘a strong belief in the underlying dignity and worth of others different from oneself,’35 was seen important as well, and the ability
to maintain this positive outlook under stress was addressed.
Attentive listening, comprehension and ability to take criticism, although separate, are interconnected. Comprehension is developed
through attentive listening and reading. Attentive reading first of
all is based on recognition and separation of levels of information,
and analysis of the reception of an utterance. Attentive listening
is an application of the same sort of analysis to an oral text. It is
L.M. Spencer, op.cit., p. 3.
PA R T I . T U T O R I N G I N E DU C AT I O N
tightly linked to critical thinking because it requires certain swift
analysis of the uttered text and can be applied as a reflexive tool directed towards our own utterances. In this way it raises the awareness of the shortcomings of our own speech and can be used in
order to get accustomed with hearing and recognizing mistakes.
Supported with the interactive feedback of the group while doing
exercises, with the constructive remarks on how to overcome such
shortcomings, it develops a certain resistance to the negative effect
of critical remarks; given a teacher also provides a possible way
to channel this critique to positive outcomes. The ability to take
criticism is also closely connected to skills of critical thinking and
empathy; by learning to hear the argument by another we open up
to accepting that others hear us in a different way. Hearing their
position we create a chance for ourselves to clarify on our stands
and express ourselves in a more comprehensible way.
• Nonverbal empathy is trained with aid of working on such skills as
attentive listening and critical thinking, as well as requires some
cultural competence, since it means ‘hearing’ what another person, including the one from another culture, actually means.36 It
also implies positive outlook towards the partner of communication.
• Verbal expression and fluency in spontaneous speech is first of all
developed as a result of practicing argumentation, and learning
from it to what the audience adhere most. The enhancement of
verbal expression is tightly linked to the necessity to discuss more
complex matters on the higher level; therefore the need for more
polished, sophisticated speech occurs. Brushing it up as via exercises on attentive listening or spontaneous speech, by picking up
mistakes and showcasing the shortcomings, is although most visible yet secondary means.
Even though I do not name here many particular skills from the previously mentioned lists, it is notable that those mentioned above include
or relate to many more skills traditionally referred to as soft; be it those
from the Goleman’s model, or others, such as dispute or conflict resolution, persuasion, resilience and giving feedback. During training of verbal
communication some attention is drawn to body language, voice management and presentational skills.
36
Cf. ibidem.
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I N G R I DA TAT O LY T Ė . L O O K I N G B ROA D E R
Techniques
• Voice recording was introduced in the early stages of the course
as a tool for individual homework, adapting to hearing one’s own
voice, as well as mistakes, imitating the bigger audiences and creating a simulated stressor in order to learn to deal with stress by public speaking. Filming usually was introduced in the later stages for
improving on body language.
• Individual practice at home. All of those skills require being exercised continuously. The course can provide just the background,
with guidelines and instructions on enhancing performance.
But from there on this is a student’s business to apply it to their
everyday speech, expression of position, putting an argument, or
in a broader sense, civic engagement. Voice recordings and filmed
material can help a lot, sometimes even imitating a listener, another party, audience or partner of a dialogue.
• Working with peers creates a real dialogue and allows drawing attention to one’s shortcomings as well as to their strong points. Also, a real
partner in a conversation aids in the preparation of a public speech;
they raise questions, propose counterarguments, reflect on how
we succeed in rendering our stands, and most importantly represent
the target audience and purpose of a speech, since it is always dedicated to someone and has its own ends.
• Training in the classroom; working in groups provides us with real,
versatile audience and possible reactions. The exercises employed
for rhetorical training include those on attentive reading and listening; rhetorical analysis of the text; BBC radio exercise; News exercise; exercises on argumentation, among them the devil’s advocate;
the range of exercises on breathing, articulation, posture and alike.
But most importantly, they are summed up by the final element:
Preparing, giving in public and defending a speech on the matters of
societal importance. This is a real opportunity to put oneself into
the speaker’s shoes in order to argue one’s own opinion; to engage
into an operant model in order to better understand what lies behind the utterances and behaviours of others.
For the best results, all of those skills should be supported by the content knowledge and constant practicing. A close eye on the applied rhetoric also implies following the events that take place around us; it broadens
our cultural and social knowledge and understanding. Furthermore, Bil-
PA R T I . T U T O R I N G I N E DU C AT I O N
lig’s and respectively Cockcrofts’ approach shifts the focus from a rhetorical skill as a subjective property to its interactive value, highlighting its
role in social communication; any skill is used with certain purpose, in
a certain situation, and which evokes response.
4. Inconclusive matter of Rhetoric and Soft Skills
The case discussed in this study is just one sample of an application of the
discipline of rhetorics for training largely interlinked professional, rhetorical subject-related and soft skills. For this discussion I focused on its
instrumental capacity in Translation Studies, particularly in training interpreters. Yet it is worth keeping in mind that striving for an interpreter’s
profession implies a certain predisposition towards exercising such skills
as verbal communication, interaction and the like by applicants. Most
of them possess qualities and character patterns matching the requirements for completing their future professional tasks. Therefore, some of
the skills discussed might be easier to be trained in them than in students
of other specialties. Other professions might invite a different application
of rhetorics. It follows that effectiveness of rhetorics in development of
each mentioned skill should be tested in other domains of professional
training. The awareness of obtaining each of the skills should be tested
further, too.
There are more specific issues related to the very method of instruction to be considered. The success of individual the teacher-to-student
approach rests on established contact and a common atmosphere in the
class. Contrary to tutoring in the private sector, both teachers and students have limited choice and are assigned to each other on the university level. That minimizes chances of developing necessary confidence
in a teacher by students. Without it, the outcome of the training might
be different. Yet any educator knows that, with all the best efforts, some
classes are better bound than others, which depends on many variables.
Strikingly, the good contact can also become a debatable factor in developing certain skills; for instance, in training the ability to take criticism.
Given the high level of confidence of a student in a teacher, one can ‘learn’
to take criticism given by that particular person (the teacher) and not
necessarily transmit this ability to other parties (other colleagues, members of a broader audience or other types of audiences). Thus the obtained
skill might prove being unsustainable.
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I N G R I DA TAT O LY T Ė . L O O K I N G B ROA D E R
These are but a few factors to be taken into consideration in further
studies. This article aspires to merely introduce Rhetoric as a platform
to teach soft skills and highlight its potential to both, teachers and researchers of rhetoric and those who attempt developing soft skills competence in various professional domains.
5. References
Albir A.H., Competence, [in:] Handbook of Translation Studies. Volume 1, eds.
Y. Gambier, L. van Doorslaer, Amsterdam–Philadelphia 2010 (John Benjamins Publishing Company), pp. 55–59.
Billig M., Arguing and Thinking: A Rhetorical Approach to Social Psychology, 2nd
ed., Cambridge 1996 (Cambridge University Press).
Cockcroft R., Cockcroft S., Persuading People: An Introduction to Rhetoric, 2nd
ed., Basingstoke–New York 2005 (Palgrave Macmillan).
Ericsson K.A., Charness N., Expert Performance: Its Structure and Acquisition,
American Psychologist, vol. 49 (8) (1994), pp. 725–747.
Gander S.L., Beyond Mere Competency: Measuring Proficiency with Outcome
Proficiency Indicator Scales, Performance Improvement, vol. 45 (4) (2006),
pp. 38–44.
Kennedy G.A., A New History of Classical Rhetoric, Princeton–New Jersey 1994
(Princeton University Press).
Mar A., 87 Soft Skills (The Big List), https://training.simplicable.com/training/
new/87-soft-skills, accessed 20.05.2017.
Nicomachean Ethics of Aristotle, The, transl. F.H. Peters, London 1906 (Kegan
Paul, Trench, Trübner & Co., Ltd.), https://www.stmarys-ca.edu/sites/default/files/attachments/files/Nicomachean_Ethics_0.pdf ().
Pym A., Redefining Translation Competence in an Electronic Age: In Defence of
a Minimalist Approach, Meta, vol. 48 (4) (2003), pp. 481–497.
Raven J., Introductory Note and Postscript, [in:] L.M. Spencer, Soft Skill Competencies: Their Identification, Measurement and Development for Professional,
Managerial, and Human Services Jobs, Edinburgh 1983 (Scottish Council for
Research in Education), pp. (I-IV).
Spencer L.M., Soft Skill Competencies: Their Identification, Measurement and
Development for Professional, Managerial, and Human Services Jobs, Edinburgh 1983 (Scottish Council for Research in Education).
Tarakci M., Greer L.L., Groenen P.J.F., When Does Power Disparity Help or
Hurt Group Performance?, Journal of Applied Psychology, vol. 101 (3) (2016),
pp. 415–429.
Teodorescu T., Competence versus Competency: What is the Difference, Performance Improvement, vol. 45 (10) (2006), pp. 27–30.
Tosti D.T., Amarant J., Energy Investment Beyond Competence, Performance Improvement, vol. 44 (1) (2005), pp. 17–22.
Touloumakos A.K., Now You See It, Now You Don’t: The Gap between the Characteristics of Soft Skills in Policy and in Practice, thesis (D. Phil.), Oxford 2011
(University of Oxford).
Tulgan B., Bridging the Soft Skills Gap: How to Teach the Missing Basics to Today’s Young Talent, Hoboken–New Jersey 2015 (Jossey-Bass–ProQuest).
6. Summary
Striving to develop soft skills competence on the university level reopens discussions on the notions of competence and soft skills in relation to professional
training. It raises the questions of by what means and methods to train and assess the progress in acquiring such skills that are generic and not subject-related,
yet crucial for the most adequate performance in a professional domain. It also
questions the boundaries of soft and hard skills in such fields as humanities,
business and management. The article introduces the discipline of Rhetoric as
a platform for the development of such skills in relation to a professional competence and showcases its potential. It utilises a course on Practical Rhetoric
for Interpreters as a part of a university curriculum in Translation Studies. This
study sums up the experience of teaching the course for 12 years in 4 European
universities. It examines the durative feedback provided by the alumni of the
course in different forms; the main aspects highlighted by them includes the impact of the course on the growth of personality, the role of the course in the overall
curriculum, the approach towards teaching, and the potential of the broad application of the material received. The importance of the instruction in the form of
tutoring is emphasized as a key element for success in the best application of the
course. Rhetoric, due to its nature and broad field of application, is seen as instrumental in the acquisition and enhancement of soft skills competence. However, the article invites further study regarding the application of Rhetoric in
other domains of professional studies, and subsequently testing these findings
against questionnaires about the level of acquisition and assessment of a certain
soft skill by the aid of the course on Rhetoric.
Meeting Spiritual Needs as a Part
of Tutoring in Education for the Elderly
V Ě R A S UC HO M E L OVÁ
České Budějovice
In the education of the old-aged, it must be taught in the way
the elderly could, be able to and want. To use wisely the current work, live the rest of one’s life in a right way, to conclude
the whole mortal life and joyfully enter into the life everlasting.
J.A. Comenius, Pampaedia
keywords . old age, elderly, tutoring, education, spirituality, spiritual
needs
In the current developmental models, just as in Pampaedia of J.A. Comenius, the right conclusion of the mortal life is considered to be the key task of
old age. Palouš continues on from Comenius’ Pampaedia by defining the
tasks of geragogy as “the theory of education in the school of old age.”1 According to him, geragogy should seek the ways to prepare man for his old
age (pre-elderly education), to reveal the dignity of old age (education of the
public by professionals as well as by the elderly themselves), to prepare the
elderly for a just judgement of their lifetime, and, finally, to lead the aging
person from the superficial “have” to the uplifting “be” (the education of
the elderly per se). On the journey to fulfil all of these tasks, the key role is
played by the development and cultivation of the spiritual side of man, his
spirituality. At the time when physical finiteness gains increasingly specific
shape, mental strength decreases, and the social network becomes thinner,
fundamental challenges and tasks lay precisely in the area of spiritual development. The older person seeks answers for questions connected with
the sense and acceptance of his life, with reconciliation on many levels,
with the nature of his dignity and value, and with his own mortality.
With regards to the bio-psycho-socio-spiritual unity of man it is apparent
that spirituality is projected into all areas of human life. The conclusions of many
contemporary studies have confirmed the positive influence of spirituality or
religiosity on physical as well as mental health and the related quality of life.2
1
2
J. Jesenský, Andragogika a gerontagogika handicapovaných, Praha 2000 (Karolinum).
E.g. L. Vidovićová, V. Suchomelová, Otázka příspěvku religiozity/spirituality ke kvalitě života českých seniorů, Kontakt, vol. 15 (4) (2013), passim; H. Koenig, D. King,
PA R T I . T U T O R I N G I N E DU C AT I O N
The theme of spirituality might be included in the education of the
elderly explicitly – in the learning content of a particular course or study
programme – and also implicitly in fulfilling the principal spiritual
needs of older students during the educational process. Creating such an
environment is determined by a number of factors. First, it is in using
educational targets, educational forms, and methods adapted to the developmental specifics and tasks of old age (ideally, working in smaller,
safer groups). Second, a sensitive and competent approach of the tutor
should be founded on mutual respect and understanding. It is important
especially for young tutors, who cannot rely on similar generation and
life experience in their interaction with older students, to understand the
developmental tasks of old age and its principal psycho-spiritual needs.
Thus, the aim of this chapter is to enlighten the specifics of spirituality and the spiritual needs of the elderly. In the first part, I focus on
the spiritual nature of the principal developmental tasks of old age and
spiritual development in older age. Then, I characterise in detail the selected spiritual needs of the elderly and possible sources for their fulfilment. Founded on the results of the qualitative study Spiritual Needs in
the Life of South Bohemian Elderly, realised within my dissertation and
published in the monograph The elderly and spirituality: spiritual needs in
everyday life3, it is possible to define five needs that appear to be primary
in the life of an older person. It is the need for an awareness of one’s own
dignity and value, the need for meaning and continuity of life’s story, the
need for faith and trust, the need for hope and purpose, and the need for
love and support. At the end, I define a number of recommendations on
how to take these needs into account in (not only) the ecclesiastical education of the elderly.
1. Old age as a spiritual task
In Anglo-American literature, we often encounter the term “successful
aging.” Although the term “success” can evoke the life orientation towards “having” rather than “being,” to spend one’s old age well is indisputably a fundamental life success and gain. Scherlein characterises the
attributes of such a successful and fulfilled old age as the maximum har-
3
V.B. Carson, Handbook of Religion and Health, Oxford 2012 (Oxford University
Press).
V. Suchomelová, Senioři a spiritualita: duchovní potřeby v každodenním životě, Praha 2016 (Návrat domů).
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mony of the physical, spiritual, and mental.4 Amongst significant factors
is the positive acceptance of the state in which the person is situated, the
subjective feeling of good health, satisfaction, mental balance, and reconciliation with one’s self, with God, people and the world. The principle of
such an attitude is, according to authors, successfully managed cognitively-emotional rebuilding.5
Specialist sources describe almost identically the tasks connected with
the cognitively-emotional rebuilding. Grün counts among these the art of
accepting one’s own self, self-giving both in the spiritual and material dimension and coming out of one’s self in the sense of preserving a distance
from life events and focusing on transcendence (whether on a religious or
non-religious level).6 The aging person must learn to be reconciled with
his own past, to accept the limits of his own abilities, and gradually part
himself from what he valued, what brought him joy, and that to which he
was often intensively attached (good health, performance, power, social
relationships, sexuality, property, full autonomy, etc.) He must learn to be
alone with his own self in peace, to work with memories, and to forgive.
Kruse identified a number of abilities that might (but not necessarily
do) arrive with cognitively-emotional rebuilding in older people.7 It is the
ability to make a compromise between expectations and achievements,
the ability to accept the limits of life and at the same time new possibilities in life; and the ability to order past life events and experiences and
to re-evaluate them in a new way. Further, it is the ability to approach life
challenges in a mature manner and with wisdom, and the ability to redirect one’s own needs for the benefit of others. Finally, it is the ability
to direct future expectations, hopes, and plans not towards a far-off time
but to the near future.
We can summarise that the tasks connected with the “right conclusion of mortal life” have a predominantly spiritual nature. The tutor in
the education of the elderly should possess not only the necessary com4
5
6
7
R. Scherlein, Älter werden lernen: Pastoral in der dritten Lebensphase, Mainz 2001
(Matthias-Grünewald Verlag), pp. 348–368.
P.B. Baltes, Stáří a stárnutí jako oslava rovnováhy: mezi pokrokem a důstojností,
[in:] Perspektivy stárnutí z pohledu celoživotního vývoje, ed. P. Gruss, Praha 2009
(Portál); A. Grün, Umění stárnout, Kostelní Vydří 2009 (Karmelitánské nakladatelství); R. Ruhland, Spiritualität in der Altersbildung: Einführung in die transpersonale
Geragogik, Eschborn bei Frankfurt 2008 (Verlag Dietmar Klotz).
A. Grün, passim.
A. Kruse, Alter in Lebenslauf, [in:] Zukunft des Alterns und gesellschaftliche Entwicklung, eds. P.B. Baltes, J. Mittelstrass, New York 1992 (de Gruyter), pp. 333–335.
PA R T I . T U T O R I N G I N E DU C AT I O N
munication and professional competency but also be well informed in the
area of the specifics of spirituality and spiritual needs in old age.
2. Specifics of spirituality in old age
The definition of the term spirituality is nowhere near as straightforward
as its etymology (spirare – spiritus – spiritualis). In this sense, Sheldrake
considers spirituality to be one of the areas about which everyone claims
that the meaning is clear to them, however only to the moment when they
are supposed to define it.8 Perhaps even for this difficulty to be grasped,
the care for spiritual development (at least in the Czech Republic as the
most atheistic European country) is in the context of education of the
elderly and of social care rather on the margin of social interest.
In principle, spirituality can be understood in two ways. In the wider approach, it is an anthropological constant and a dimension of human experience,9 as searching and experiencing the sacred and as relating to something which transcends and fulfils man.10 In the narrower
religious approach, it is understood as a personal relationship to God
realised within a particular religion. Key elements of both approaches
are relationship, communication, and awareness of something higher
than “here and now.” We can summarise that spirituality is for its bearer
a source of meaningful life framework and life-giving strength of a religious or non-religious nature, a safe inner place, and a source of a kind of
inner autonomy, independent of external conditions.11
As man’s personality changes during his life, his spirituality changes
as well. Models of religiously-spiritual development in older age, drawn
up in recent decades, suggest basically two possible directions. First, it
is the development as, in principle, a linear direction of gradual “spiritualisation” parallel with increasing age.12 Tornstam’s approach of gero8
9
10
11
12
P. Sheldrake, Spiritualita a historie: úvod do studia dějin a interpretace křesťanského
duchovního života, Brno 2003 (Centrum pro studium demokracie a kultury), p. 41.
A.H. Maslow, O psychologii bytí, Praha 2014 (Portál), passim; R.C. Atchley, Spirituality and Aging, Baltimore 2009 (John Hopkins University Press); V.E. Frankl,
A přesto říci životu ano: psycholog prožívá koncentrační tábor, Kostelní Vydří 2006
(Karmelitánské nakladatelství).
K.I. Pargament, Spiritually Integrated Psychotherapy: Understanding and Addressing
the Sacred, New York 2011 (Guilford Press).
V. Suchomelová, Senioři a spiritualita..., p. 118.
E.g. J.W. Fowler, Stufen des Glaubens: die Psychologie der menschlichen Entwicklung
und die Suche nach Sinn, Gütersloh 1991 (Gütersloher Verlagshaus Gerd Mohn).
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transcendence proceeds from this perception, where old age is perceived
as a naturally transcendent life period.13 Second, it is the development
as a continual interaction of the specific person’s spiritual potential, social anchorage, and life history – a model “life span.”14 Thus, at any time
during life, developmental stagnation or regression might take place. In
this process, an important role is played by difficult life moments and
crises as well as by meeting specific people in the elderly’s surroundings.15
Both approaches to religiously-spiritual development indicate different
dynamics. However, in principal, they are not mutually exclusive.
As personal spirituality develops in interaction with the specific person’s biological, mental and social side, also spiritual needs must be perceived in their interaction with needs in other areas. Although these are
often erroneously reduced in the awareness of the general public to the
need for the religious practice of explicitly religious (or dying) people,
spiritual needs reflect the whole complex of values common for religious
and non-religious people.16 Generally speaking, these can be defined as
needs reacting to fundamental existential issues (although the sources for
their fulfilment might be fully practical and “common”). An awareness
of life areas connected with these needs and the sources fulfilling these
needs helps the tutor (especially during tutoring) in choosing an appropriate approach.
3. Spiritual needs of the elderly
Specialist literature does not offer some kind of “universal” definition of
spiritual needs. Perhaps the most comprehensive characteristics of the
elderly’s principal spiritual needs is offered by Koenig.17 Founded on research in the environment of oncologically sick religious elderly, he spec13
14
15
16
17
L. Tornstam, Maturing into Gerotranscendence, Journal of Transpersonal Psychology, vol. 43 (2) (2011), pp. 166–180.
E.g. “Selbst die Senioren sind nicht mehr die alten...”. Praktisch-theologische Beiträge
zu einer Kultur des Alterns, eds. W. Fürst, A. Witthram, U. Feeser-Lichterfeld, T. Kläden, Theologie und Praxis, vol. 17, Münster 2003 (LIT Verlag).
A. Witthram, B.M. Leicht, Gestalten und Gestaltwandeln erwachsener Religiosität.
Von der Pilotstudie zum Forschungprojekt “Religiöse Entwicklung im Erwachsenenalter”, [in:] “Selbst die Senioren sind nicht mehr die alten...”. Praktisch-theologische
Beiträge zu einer Kultur des Alterns, eds. W. Fürst, A. Witthram, U. Feeser-Lichterfeld, T. Kläden, Theologie und Praxis, vol. 17, Münster 2003 (LIT Verlag), pp. 39–40.
A.H. Maslow, passim; R. Ruhland, passim.
H.G. Koenig, Aging and God: Spiritual Pathways to Mental Health in Midlife and
Later Years, New York 1994 (The Haworth Pastoral Press), pp. 285–293.
PA R T I . T U T O R I N G I N E DU C AT I O N
ified 14 principal needs. These are the need for meaning, life purpose and
hope, the need to see the overlap of situations in life, the need for continuity, support at the time of loss, the need for acceptance and validation
of religious behaviour, the need for spiritual expression, the need for one’s
own dignity and value, the need for unconditional love, the need to express anger and doubts, the need to know that God is on one’s own side,
the need to love and be useful, the need for gratitude, the need to forgive
and experience forgiveness, and the need for preparation for dying and
death. Koenig later developed this basic typology, emphasising the interconnection between the mental and the spiritual dimensions of personality, thus defining 25 psycho-spiritual needs of middle and older age.18
The following text is founded upon the qualitative study Spiritual Needs
in the Life of South Bohemian Elderly.19 The data for this study was obtained
through in-depth interviews with twenty elderly people aged 75 or higher,
living either in their own home or in a residential care home. The aim of
the first part of the study was to discover what form the spirituality/religiosity of South Bohemian elderly takes and how it has changed throughout
their lives. The aim of the second part of the study was first to verify the
relevance of the needs as defined by Koenig in the Czech environment with
elderly who are not suffering from a fatal disease. Then, it was to define the
principal spiritual needs of Czech elderly and how they are fulfilled in daily
life. Based on the results, it was possible to create a typology of five basic
needs. It is possible to understand them also as more general categories,
permeated by the wide spectrum of needs defined by Koenig:
• the need for an awareness of one’s own dignity and value
• the need for meaning and continuity of life’s story
• the need for faith and trust
• the need for hope and purpose
• the need to give and receive love.20
In fact, the need for an awareness of one’s own dignity and value
seems to be superior to the others. For fulfilling any spiritual need somehow strengthens the awareness of one’s own dignity and value, and at the
same time the intensity of the awareness of one’s own dignity and value
influences the experience and fulfilment of all the other needs.
18
19
20
H.G. Koenig, T. Lamar, B. Lamar, A Gospel for the Mature Years: Finding Fulfillment
by Knowing and Using Your Gifts, New York 1997 (Haworth Pastoral Press).
V. Suchomelová, Senioři a spiritualita..., pp. 216–231.
H.G. Koenig, passim.
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For working with the elderly (not only in the educational process but
also in health-social and pastoral areas), it is absolutely essential to understand how the fulfilment (or on the other hand non-respecting) of
spiritual needs influences the older person’s awareness of his own dignity
and value.
4. The need for an awareness of one’s own dignity and value
One has never thought about expecting to get something for it.
It was done for the nation, for the land, and for all.
Matěj, 87
The current social view on dignity in old age can be characterised by the
model defined on the basis of the results of the study Dignity and older
Europeans.21 This model distinguishes at least four types of dignity: the
dignity of merits, the dignity of moral strength, the dignity of personal identity, and a complex approach named “Menschenwürde.” Already
from the terminology, it is apparent that the first three types of dignity
depend upon external conditions, or the elderly person’s current state.
The fourth type defined within the above-mentioned study is called
by the German term Menschenwürde. It springs from a general conception of humanity. It perceives man as a person having inalienable rights
and is the source of the “moral imperative of respect to people.”22 This
approach is the closest to the theological-anthropological approach of indisputable and inalienable dignity that comes primarily from the creation
of man by God, and in God’s image (Gen 1:27). Such human dignity is
independent of any external or internal, and advantageous or disadvantageous conditions. With regards to the dialogical, relational character of
the creation of a man and a woman (Gen 1:27), man in the core of his nature is a social being. Without a relationship to others, he cannot develop
his humanity and thus live with dignity.23
It was possible to identify the above-mentioned approached to one’s
own dignity and value in the statements of the research participants. The
21
22
23
Respektování lidské důstojnosti Příručka pro odbornou výuku, výchovu a výcvik studentů lékařských, zdravotnických a zdravotně – sociálních oborů, eds. J. Prokopová,
Z. Kalvach, transl. L. Kellnerová-Kalvachová, L. Kalvachová, Praha 2004 (Cesta
domů), p. 15.
Ibidem, p. 14.
M. Buber, Já a ty, Praha 2016 (Portál), p. 80.
PA R T I . T U T O R I N G I N E DU C AT I O N
elderly emphasised the past and current life merits, successes, abilities,
and social contacts to be a significant part of their identity. It was as if at
the same time they admitted an undeclared, but all the stronger a need
for an awareness of their own dignity and value, which is not dependent on these conditions. It is as if the following questions were in the
background of drawing attention to the external sources of dignity and
value: who would I be without these “merits” and “successes”? How, and
by whom would I be accepted and loved without them? Upon what can
I found my dignity when, in my life balance sheet, losses prevail? These
questions, albeit speculative, directly point to the great potential of caring
for spiritual development in geragogy.
5. The need for meaning and continuity of life’s story
Also, that, what I went through in those younger years of mine,
not nice things... so ... I think it was for my own good... and
that it for example brought me to there where I am now and
that without those bad actions I kind of would not have today
the faith so strong.
Jana, 77
The aging person needs to experience that his current life continues on
from the past and is based upon it, especially if he had found himself in
a new environment or in a new life situation. Atchley perceives the need
to preserve the continuity of life’s story as crucial, especially in connection
with the radical life changes that can take place in old age. 24 The older person, more than before, needs to preserve the structure of his life both in the
internal sphere (thinking, reactions, feelings) and in the external (social
and life environment).25 In palliative care, this need is reflected in, for example, Dignity Therapy,26 which can be paraphrased as a therapy of dignity
through constructing the legacy of life for those close to him.
The construction and reconstruction of one’s own life story helps the
elderly to be reassured: “I am still here and it is still me.” The (re)construction of a life story leads the person to the recognition of new links,
and to the re-evaluation of some decisions and conclusions. It helps him
24
25
26
R.C. Atchley, op.cit., p. 51.
H.G. Koenig, T. Lamar, B. Lamar, op.cit., p. 41.
H.M. Chochinov, Dignity Therapy: Final Words for Final Days, Oxford 2014 (Oxford
University Press).
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to understand and accept the uniqueness of his life’s story as well as the
fact that “in the given situation he did what he was able to and what he
could.” Through the repeated rebuilding and sharing of sections of his
life history, the person reaches a form of the life story which is acceptable
and comprehensible for him.27 The purpose of tutoring, spiritual accompanying, and psychotherapy should be at this time especially a support
for one’s own sources and practical steps which enable the elderly person
to finish writing, or to rewrite his life story as best as possible.
In the interpretations of the research participants’ life stories, it was
possible to identify recurring themes that seem to be especially important
in constructing a life story. The first theme is the awareness of a good
origin, that is, in the relationships of one’s original family. The elderly
mentioned in detail the rituals, norms, and moral principles of the family
in which they grew up. It seems that the role of the original family gains
importance in old age again, when the social environment of the elderly
person narrows and hardly any changes lead to improvement. Through
the distance of many years, and other family ties, it is once again the parents and the closest relatives, albeit deceased long before, who are ready
to support and caress, who remind the elderly person about the rules that
are good to follow in life. On the other hand, if the relationship to the
original family was negative, or if the family was fully absent, the elderly
person can in old age feel “again lonely.”
The second theme is the awareness of inner truthfulness, that is, that
one’s life was lived in conformity with the conscience. The participants
highlighted especially the values of honesty and selflessness in connection with work (whether in the sense of a vocation or in general work
activities), to other people, to one’s self, and also to God. Another emphasised value was the willingness to help others, even at the cost of having
one’s own difficulties as well as an awareness of certain life success, and
all the more when it was achieved despite adverse circumstances and in
conformity with moral beliefs.
A religious foundation is undoubtedly an important filter in the evaluation of one’s own life. Guardini perceives a way of becoming conscious of
God’s existence in creating a life story.28 Experiencing the holy origin of life’s
order gives to the older person the hope that even the negative and painful
27
28
J. Křivohlavý, Pozitivní psychologie. Radost, naděje, odpouštění, smiřování, překonávání negativních emocí, Praha 2004 (Portál), p. 130.
R. Guardini, D. Pohunková, O živém Bohu, Praha 2002 (Vyšehrad), p. 56.
PA R T I . T U T O R I N G I N E DU C AT I O N
conditions of his life are part of some higher meaning (which will be revealed
to him one day). The believing elderly person can see a path through which
God brings him to salvation by accepting his own past with all its negative
experiences. This aspect was apparent also in the participants’ statements.
However, the data confirmed the conclusions of Fürst and his colleagues, that
the lifelong religious practice presented is certainly not a kind of “automatic”
guarantee of a mature propitiatory Christian attitude in old age.29
Education carries great potential for helping the older person to find
new combinations and meanings, not only in relationship to the past and
the present but also to the future. A suitable educational content and,
especially, the approach of a competent tutor can support the hope that –
metaphorically speaking – it is possible to finish writing the final pages
of a life story in a conciliatory tone. A popular activity of the partakers
of the University of the Third Age at the Faculty of Theology in České
Budějovice (Czech Republic) is working through a specific part of a life
story. This task is preceded by a seminar focussing on seeking positive life
connections. This can be, for example, the theme of Frankl’s logotherapy as a spiritual approach to a mental experience. It has been repeatedly
shown that it is precisely Frankl’s concept of searching for and finding
the sense of life and life’s challenges that resonates with solving current
developmental tasks that the elderly are facing.
6. The need for faith and trust
Well, I sometimes think, say to myself, whether that God, if,
whether he really is just. I don’t know whether he can be looking at it all the time like this.
Kornelie, 75
The third principal spiritual need identified is the need for faith (trust):
the South Bohemian participants need to trust God, the people around
them, and also themselves. If we return to Koening’s terminology,30 this
principle need (or, more precisely, category of needs) includes many others: a need to transcend difficult life moments and to see reality from the
perspective of higher connections, a need for meaningfulness in a life story, the support and validation of personal religiosity/spirituality, a need
for hope and for gratitude, a need to know that God is on my side, a need
29
30
“Selbst die Senioren...”, passim.
H.G. Koenig, passim.
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for spiritual behaviour and conduct and, just as with all the other categories, a need for an awareness of one’s own dignity and value.
It is especially a relationship with God that creates the religious form
of faith and trust. The participants expressed the need to believe in a good
God and to trust a good God, a need to believe that God is on “their” side,
that they can turn to him anytime with trust. Through the relationship
to God, the Good Shepherd, they fulfil not only the need for faith but also
the need for love and support. Both of these spiritual needs converge in the
belief in an unconditional acceptance by God, in forgiveness and a loving
accompanying on their journey through life. In the statements of the religious participants, God appeared, even though transcendent, as a living
personal partner, as a helper and a consoler, a protector, a life compass, and
as a source of life strength, forgiveness and justice. This aspect is described
also by Sudbrack (2002,), according to whom, in the personal relationship,
which enables one to somehow “grasp,” recognise and interpret God (albeit
perhaps erroneously), it is necessary for God not to become ineffable and
unknowable to the extent that he stops existing for the person.31
Faith in the non-religious sense of the word reflected two basic spheres.
It was a need for faith in relationship to others, faith in that the world
around them is essentially a good and safe place. Also, it was a need for
self-confidence and faith in one’s own abilities.
The participants expressed the need to experience a close relationship to someone in their surroundings, to have their own foothold in
the other person whom they can trust and to whom they can confide
life’s difficulties. Koening emphasises the importance of active listening
and sharing, which aids the older person to process and understand his
own life situation, to dull the edge of pain, to gain distance, and thus
to strengthen his will towards life and gives the strength to resist sadness
and depression.32 This aspect points to the great potential of spiritual and
therapeutic care as well as tutoring within education. However, the tutor
(or any other helping worker) should not create and support the dependency of the older person being accompanied but, on the contrary, should
support the searching for one’s own abilities and resources to process and
cope with life.
31
32
J. Sudbrack, Náboženská zkušenost a lidská duše: o hraničních otázkách náboženství
a psychologie, svatost a nemoc, Bůh a satan, Kostelní Vydří 2002 (Karmelitánské
nakladatelství), pp. 71–72.
H.G. Koenig, T. Lamar, B. Lamar, op.cit., p. 38.
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The need for self-confidence and faith in one’s own abilities appeared
in a number of areas. Firstly, it was as the need for faith in one’s own good
life strategy. Many authors consider a positive life motto and the faith of
being able to manage life difficulties to be crucial aspects in creating one’s
identity.33 The religious elderly defined the personal relationship to God
as a source of life strategy. Secondly, it was as the need to believe that, despite physical weakness and mental limitations, “I am still a person worthy of respect.” Self-respect is not only a necessary part of inner comfort
but also central to a healthily lived religious faith. A source of self-respect
of the particular elderly is the acceptance of the fact that God created him
in the way that he wanted and needed.34 Such an attitude can motivate
even a person with many limitations to develop the inner potential and
multiply the “talents” that he received from God.
Third, it is the need to believe that my life situation is still, in principle, good, at least in comparison with other particular peers. The participants often vividly commented on the “worse” situation of other peers,
whether in the area of health, relationships or in their approach to life.
This reality points to the positive effect of comparison as one of life’s
strategies of managing old age as declared by Baltes.35 The belief that I am
not in such a bad state – in comparison to others – is at the same time
a great source of humility, gratitude and self-acceptance.
7. The need for hope and purpose
I would only be glad if I could be here for a few more years or
a few more months to enjoy life. At least now I think that at
least I have peace and quiet and I am satisfied with life. So
I would like to enjoy it for some time.
Kateřina 88
It seems that the fourth principle need is the need for hope and life
purpose. It is the old person’s hope that his current and future dwelling in the world has its own purpose and sense, just as the past life
had. The hope that something nice might still come, that it is still pos33
34
35
Küng H., V co věřím, Praha 2012 (Vyšehrad); J. Zvěřina, J. Poláková, Pět cest k radosti. Výbor z díla, Praha 1995 (Zvon – České katolické nakladatelství).
A. Grün, passim.
P.B. Baltes, Stáří a stárnutí jako oslava rovnováhy: mezi pokrokem a důstojností, [in:]
Perspektivy stárnutí z pohledu celoživotního vývoje, ed. P. Gruss, Praha 2009 (Portál),
pp. 11–27.
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sible to fulfil some purpose, that the final life review will turn out –
at least in some things – “in credit.” It is the hope that it is possible
to manage current life difficulties just as those past ones, that it is still
good to wake up in the morning. This is the hope that at least some
wounds will be healed and wrongs remedied, that good deeds and
life sacrifices will be somehow rewarded. It is possible to observe that
hope in old age leads from the past to the future: on the foundation
of positive management of the past life period it is possible to form
future expectations.
The need for hope and purpose as a beacon, to which one can attach
oneself and aim towards, was apparent especially with the participants
who evaluated their current life situation negatively and in whose life review losses prevailed. These conclusions correspond to Czech’s reflection
that the need for hope is manifested in the strongest way when the person
keeps becoming lost in his life story, not seeing its continuity and the
meaning of his future.36 The source of hope is closely interconnected with
the spiritual setting of the particular person. Religious elderly repeatedly
expressed the hope for God’s help and the hope that one day they would
be able to glimpse the meaning of the past as well as present difficulties
and tragedies.
It seems that a realisable target is one of the non-religious sources of
hope. The participants usually proposed “small targets” with a shorter timescale. The art of defining such targets seems to be closely related
to the attitude towards life. The elderly whose storytelling line was rather
positive presented small specific targets that they could fulfil in the near
future. On the contrary, the elderly whose testimonies carried a strong
negative emphasis expressed a desire to reach distant and blurry targets
(such as to live to see an increase in the social conditions in China). While
it is possible to draw self-confidence and hope regarding future challenges from the fulfilment of small targets, overly unspecific and unreachable “general” targets can confirm the older person in a futility of effort
and a feeling of unfulfillment. Another source of the “common hope” of
the participants was in small daily delights. Hope came from well carried-out work, visits by family or friends, a terrace being made available
where one can sit in the sun, looking at natural beauty, a smile from others, and spiritual meetings with close ones in prayer.
36
J. Czech, Psychoterapie a víra: základy duchovní psychoterapie, Ostrava 2003
(JUPOS).
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The elderly expressed their need for hope and purpose also through
their expectations with regards to life after death. The religious elderly expressed a comforting and strengthening hope of meeting deceased
close ones, and a hope for being rewarded for good deeds and also for the
difficulties suffered in the earthly life. It is as if the non-religious elderly
somewhat projected their idea of eternity into a reflection on what would
remain in the world after them, and what would live longer than them.
Both the need for hope and purpose and the need for faith are undoubtedly closely connected with experiencing gratitude. The awareness
that nothing which one has gained in life is a sure thing helps emotional
relaxation to take place, as well as a change in the angle of view and the
uncovering of remaining possibilities. The need for gratitude is often expressed through a simple “Thank you, God,” and this takes place with the
non-religious elderly also.
8. The need for love and support
So, and if I don’t come for a while, she always says: you forgot
about me. So we came close like this, walk in the corridor together,
sit somewhere and chat, sometimes another lady comes as well.
Hana, 83
The final identified spiritual need is the need for love and support, both
in the sense of receiving and in the sense of giving. We can describe the
human need to give love and be useful as a desire for community.37 Into
this category, we can classify a wide spectrum of needs as defined by Koenig: the need for unconditional love and support, the need to forgive and
experience forgiveness, the need to know that God is on my side, and the
need for the support and validation of spiritual/religious behaviour. The
need to receive, and especially to give love is the only one of the defined
principle needs of the elderly where there are apparent significant differences between people living in their own home and the those living
in a residential institution. Based on analysis, it was possible to define
a number of areas where the need to love and be loved is reflected.
The need to give love to others is manifested as the desire to be needed by someone, to be useful for someone. South Bohemian elderly not
only need to experience that they are part of a human community, but
37
X. Léon-Dufour, P. Kolář, Slovník biblické teologie, Řím 1981 (Velehrad – Křestanská
akademie), p. 197.
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also that within this community they are necessary. Those living in an
elderly people care home expressed the need to be useful for someone
in a way significantly stronger, more explicit, and especially more often
than those living in the environment of their own home. This reality puts
into a negative light various creative (ergotherapeutical) workshops for
the elderly, where the activity does not lead to a clear, practical usage. If
the elderly do not see the meaningfulness and the final usefulness of their
work, the value of this work, and subsequently one’s value and dignity per
se, are diminished.
Both the elderly living in a care home and those elderly living in their
own home environment need to experience that someone else needs their
love. The possibility to give love reinforces the awareness of the value
and dignity of the person who is important and irreplaceable for others.
The participants, with clear pride, mentioned their close ones who are
sick or disabled in another way, who are “waiting” precisely for them,
whether for minor assistance or a chat. However, this help can have also
a spiritual character. The elderly emphasised that they pray for their close
ones, whether living or deceased.
All participants expressed the need for firm anchoring in a loving
relationship. Awareness of their dignity and value was clearly nourished
by the fact that they are loved and accepted by someone: by God, family, friends, surroundings. In moments of sadness, pain, confusion and
fear, man essentially needs human understanding and comfort (even expressed non-verbally). He needs to feel that someone likes him regardless
of his “usefulness.” One’s own family and the relationship with children
and grandchildren is a natural source of love and support for the participants. Well-functioning family relationships were highly evaluated
both by the elderly from home environments as well as those in residential care. We can consider that a good family with healthy relationships is
a source of dignity and value for the person who can in old age rightfully
reap the fruits of his good upbringing and who is still expected to participate in family life (this need was somehow expressed especially by the
inhabitants of elderly care homes).
Strong relationships outside the family were for the absolute majority established in childhood or at working age. In the interviews, there
never was mentioned a strong relationship established in old age. Older
people establish new, truly strong relationships only with great difficulty. They need more time to establish trust, being easier to sink into
PA R T I . T U T O R I N G I N E DU C AT I O N
a feeling of insecurity and embarrassment.38 A course or an activisation
group where the structure and management does not respect the psycho-spiritual specifics of old age will hardly lead to establishing valuable relationships. The atmosphere in an unprofessionally-led course
strengthens rather the comfort and activity of naturally “go-getting”
extroverts rather than motivating the introvert and shy elderly to activity. The dignity and value of an old person is directly attacked by an
atmosphere of impatience and pressure to perform, and also by not respecting the potential sensual and cognitive limitations that embarrass
the person.
A significant source of love and comfort for the religious participants
is undoubtedly God (or the Virgin Mary) as the transcendent partner
who is permanently present, always ready to listen, to whom it is possible,
without limit, to direct requests, complaints and disappointments, as well
as feelings of joy and gratitude. The elderly expressed the need to experience God’s love and the certainty that God will protect and support them
when in a difficult situation – all the more if they did not feel loved and
accepted by people.
The need for healthy relationships is not restricted only to relationships
with living people but also to relationships with the deceased, which can
be burdened with many current and past conflicts, misunderstandings
and wounds. Thus, the need to forgive and experience forgiveness, as
defined by Koenig, is shown to be an element in the need for love and
support also in the case of the South Bohemian participants. Statements
by the elderly confirm the difficulty to forgive, especially one’s own self,
as reflected, for example, by Grün, even in the case of traditionally religious, believing elderly.39 With regards to this need, the accompanying of
the religious and – perhaps even more pressingly – non-religious elderly
appears as an extremely necessary and indispensable help on the journey
not only to spiritual maturity but also to the quality of life in old age in
general.
We can summarise that both the religious and non-religious person
will perceive his own value and dignity the more strongly, the more immediate the acceptance he experiences from people accompanying him
on the journey through old age.
38
39
E.H. Erikson, Životní cyklus rozšířený a dokončený, Praha 1999 (Nakladatelství Lidové noviny).
A. Grün, passim.
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9. Catechesis as accompanying: the example of ecclesiastical
(re-)education of the elderly
The significance of individual interaction can be demonstrated by the example of catechesis of the elderly, being a form of ecclesiastical education
in the Catholic Church. Unlike pastoral care, which is aimed at a person
independently of his religious (non-) anchoring, catechesis approaches
Christians.
Catechesis, as understood by the Second Vatican Council and subsequent documents, aims at being a life-long formation, strengthening (or
bringing) life experience with God, as with a merciful father, and with
Christ suffering and resurrected (GS). This means accompanying the person on the journey towards understanding the sense of his life story in
the context of Christian hope and God’s love, and helping the person
mature in a human and also a spiritual way. A mature Christian’s attitude
to aim towards is the unconditional acceptance of one’s own life with all its
absurdity and incomprehensibility through internalised faith and trust.40
However, being mature in age does not automatically equate with being
mature in one’s own faith. Referring to Fürst and colleagues (2003), let
us remark that the ability for a “Christian – constructive” approach is
connected with the person’s complete attitude to life, past and present
life experiences, and also the way of early religious socialisation (which
was confirmed by the data in the study Spiritual Needs in the Life of South
Bohemian Elderly).41
The attributes of a believing Christian’s mature spirituality directly
correspond to the spiritual tasks of old age as described at the beginning
of this chapter. Ondok perceives Christian spirituality as an organic and
creative process, integral in the sense of intermingling with all aspects of
life, and for which gentleness and voluntariness in the relationship with
God are characteristic.42 Soberness is important, being the ability to break
illusions (also about one’s own self) and inner truthfulness, which is the
conformity between the form of spiritual or religious manifestation and
its sacral content. Christian spirituality results in the development of the
person, to the fullness and fruitfulness of his life and to harmony with all
40
41
42
K. Rahner, Základy křesťanské víry = Grundkurs des Glaubens, Svitavy 2002 (Trinitas), p. 183.
“Selbst die Senioren...”, passim.
J.P. Ondok, Čmelák asketický = Bombus asceticus: úvahy o křesťanské spiritualitě,
Svitavy 2004 (Trinitas).
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created. At the same time, these attributes reveal the problematic areas
that a traditionally religious elderly person might face.
The root cause of difficulties in the area of current personal religiosity
may lie in incorrectly led religious education in childhood. Catecheses
supporting a fear of sinfulness and the removal of God’s love, often reinforced by parental education founded on strictness and punishments, often leads to an over-focus on guilt and punishment also in older age. The
authors of the document The Dignity of Older People and their Mission
in the Church and in the World draw attention to the tendency of such
socialised Christians to fatalism: all-suffering, restriction, pain, illness,
and loss connected with old age are perceived either directly as God’s
punishments or as God’s warning signs.43 The difficulties in the area of
spirituality in older age are increased also by a lack of spiritual guidance
during life. This is typical, for example, for Czech elderly who spent a significant part of their lives in an anti-religious political regime.44
Another task for catechesis, being a form of religious (re-)education
of elderly, follows from this: to lessen the impact of potential unsuitable
religious socialisation and clarify years-long misunderstandings in the
doctrinal matters of Roman Catholic religion. A false image of God as
a judge or avenger and supposed unforgivable sins and wounds of self or
others fundamentally disrupt the awareness of the dignity and value of
the older person.45
The challenges of catechesis in older age in the context of psycho-spiritual needs directly point to an individual approach. A condition for meaningful catechesis (more than any other form of education)
is establishing a safe relationship where the older person can share his
uncertainty and concerns without fear of shame or condemnation.
As became apparent from the data from the qualitative study Spiritual
Needs in the Life of South Bohemian Elderly, the older person is shy in
seeking spiritual help. Often, he hesitates to “bother the ecclesiastical authority” with his problems, and he can have difficulties in admitting his
breakup from the Church under the influence of life events. Thus, the
43
44
45
The Dignity of Older People and their Mission in the Church and in the World, Pontifical Council for the Laity, http://www.laici.va/content/dam/laici/documenti/archivio/dignita-anziano-eng.pdf, accessed 17.05.2017.
V. Suchomelová V., Senioři a spiritualita: duchovní potřeby v každodenním životě,
Praha 2016 (Návrat domů).
K. Frielingsdorf, A. Sirovátková, Falešné představy o Bohu, Kostelní Vydří 2010
(Karmelitánské nakladatelství).
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catechist’s own initiative in establishing contact is fitting here, as a simple offer to “be with the person” and a service to his neighbour. The point
of departure of meaningful catechesis is love in the sense of Jesus’ “Love
your neighbour as yourself” (Mt 22:39). Such catechesis leads the person
to a loving reconciliation with self, others, and God. It helps him process
and accept painful events and losses that cannot be remedied and leads
to forgiveness and a plea for forgiveness. Loving spiritual intervention
brings the most persuasive testimony about God’s love to man.
To understand the religiosity of a particular person, the catechist must
be well informed about his life story. This does not mean some kind of
deep analysis of the life history, but rather a willingness to give the older
person time and space for self-expression. In a conversation with an old
person with a strong desire to share his life story, the biblical... there is
a time to be silent and a time to speak (Ecc 3:7) is especially pertinent. Active listening opens the door to the old person’s soul, fulfilling many of
his spiritual needs. Respectfully and lovingly carried-out active listening
can detect some difficulties of a religious nature preventing the old person from experiencing a living relationship with God.
Undoubtedly, respect for the personal story of religiosity or spirituality is the nature of meaningful catechesis. The elderly have passed
the majority of their lives and reached the current form of faith through
many life experiences, difficult moments in life, and decisions. Ambros
(2002, 117) points out that the life story of a man and the history of his faith
is one, indivisible reality.46 An elderly person’s way of experiencing religiosity or spirituality is individual precisely because it is a reflection of their
life’s story. Also, the results of the Spiritual Needs in the Life of South Bohemian Elderly study revealed a significant variety of forms of religiosity/
spirituality of older Christians (i.e., those baptised): for the majority, God
was somehow “present” in their lives; however, none of them preserved
continual religious practice throughout their life.47
Catechesis (being the same as tutoring) certainly cannot be a oneway flow of “good life advice and instructions.” It must lead to the older
person’s uncovering and strengthening their own spiritual resources.
A stereotypical image of dependent and lonely old age in combination
46
47
P. Ambros, Fundamentální pastorální teologie, Olomouc 2002 (Univerzita Palackého
v Olomouci), p. 117.
V. Suchomelová, Pastoral Care in Homes for the Elderly: Selected Issues, Caritas et
Veritas 5 (2) (2015), pp. 112–121, http://www.caritasetveritas.cz/index-en.php?action=openfile&pkey=181, accessed 17.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
with a great willingness to serve one’s neighbour, can sometimes obscure
the old person’s potential: his inner strength, resilience, experience, strategy, strong relationship with God, and the ability to seek and see connections and the meaning of his life story, as well as the ability to sacrifice
one’s own afflictions for others. The participants of the Spiritual Needs in
the Life of South Bohemian Elderly qualitative study were also endowed
with these gifts.
Finally, we can refer to Fürst and colleagues again.48 According
to them, amongst the most significant triggers of changes in spiritual development is overcoming life crises and meeting specific people. While
a catechist competent in professional and human matters can enlighten
the life of an old person in a human and spiritual way, insensitive catechesis (albeit motivated by the good intentions of the catechist or pastoral worker) might confuse the old person, wound him, and rather harm
him in his spiritual development.
10. Conclusion
The theme of spiritual needs and spiritual development in old age usually
(at least in Czech society) does not belong amongst the strong pillars in
education of those who work, or might work, with the elderly. For awareness of specifics within the spirituality and spiritual needs in old age is
an essential part of our holistic view of a person in his bio-psycho-sociospiritual unity. It enables the tutor and workers in the helping profession
to understand the principal tasks of older people, as well as the great potential for spiritual development connected with these tasks.
In this chapter, I have focused on the theme of spiritual needs and
sources for their fulfilment in the elderly person’s daily life. Based on the
results of the Spiritual Needs in the Life of South Bohemian Elderly study,
I have presented five spiritual needs that appear to be primary. It is the
need for an awareness of one’s own dignity and value, the need for meaning and continuity of life story, the need for faith and trust, the need for
hope and purpose, and the need to receive and to give love. I have defined
some points of life stories that appear to be the key for both becoming
aware of one’s own dignity and value as well as for fulfilling other needs
(both in the positive and the negative aspect). With regards to these links,
I have demarcated possible aspects of communication within individu48
“Selbst die Senioren...”, passim.
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V Ě R A S U C H O M E L OVÁ . M E E T I N G S P I R I T UA L N E E D S
al catechesis, being the ecclesiastical (re)education of older Christians.
These aspects can be generalised for the needs of tutoring, which is intensive work with a small group of elderly or an individual. Thus, the aspects
also broaden the general rules of geragogical communication, described
by, for example, Špatenková and Smékalová.49
The tutor should offer time and a safe environment to the older learners not only for sharing their life stories but also for any issues that might
help with their self-development. A condition of tutoring is respect for
the elderly person’s life experiences. A positive relationship with the tutor, based on mutual understanding, is for the elderly a crucial factor for
motivation to continue with learning,50 and also is a source for fulfilling
many principal needs. The tutor should always respect the uniqueness
of a specific person’s life story and his psycho-spiritual development. He
should be able to listen actively thus increasing his understanding in the
areas that might be difficult for the elderly and at the same time his understanding of sources of energy and strength that helps them to manage
these difficulties. Active listening enables the tutor to detect the needs
that the elderly wants to fulfil through education.
The tutor should never develop a relationship based on dependence
but, on the contrary, should support the elderly in developing their own
sources and potential for managing old age and its key tasks. Intervention
should be directed towards strengthening and developing the abilities
connected with cognitively-emotional rebuilding described by Kruse,51
towards reinforcing positive stances and values, and towards increasing
the awareness of dignity and self-confidence. The tutor should motivate
the participants to incorporate the findings into their life stories and, finally, should support the elderly in their own roles of tutor-guides of the
younger generations on their own path of aging.
A strong spiritual foundation contributes towards the awareness of
one’s own dignity and is an important source of some inner safe haven independent of external circumstances. It is a kind of filter through which
the person evaluates himself. For religious elderly, this can be the trust in
God’s plan with man, love for God, and awareness of God’s love for man.
49
50
51
N. Špatenková, L. Smékalová, Edukace seniorů: geragogika a gerontodidaktika, Praha
2015 (Grada), pp. 195–207.
N. Špatenková, L. Smékalová, op.cit., p. 201.
A. Kruse, passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
For non-religious elderly, this can be a simple faith in a higher sense of life
and a higher reality of which they are part.
The five principle spiritual needs evoke the image of five fingers on
a hand. Its touch is an important component of non-verbal expression
of faith and trust, hope and love, compassion, and support. It can bring
support, empathy, calming, forgiveness, and respect, but especially human closeness and sharing. Therefore, with reference to the title of the
monograph, we can summarise that the role of tutoring in the education
of the elderly can be encapsulated by those very words.
11. References
Ambros P., Fundamentální pastorální teologie, Olomouc 2002 (Univerzita
Palackého v Olomouci).
Atchley R.C., Spirituality and Aging, Baltimore 2009 (John Hopkins University
Press).
Baltes P.B., Stáří a stárnutí jako oslava rovnováhy: mezi pokrokem a důstojností,
[in:] Perspektivy stárnutí z pohledu celoživotního vývoje, ed. P. Gruss, Praha
2009 (Portál), pp. 11–27.
Buber M., Já a ty, Praha 2016 (Portál).
Chochinov H.M., Dignity Therapy: Final Words for Final Days, Oxford 2014
(Oxford University Press).
Czech J., Psychoterapie a víra: základy duchovní psychoterapie, Ostrava 2003
(JUPOS).
The Dignity of Older People and their Mission in the Church and in the World,
Pontifical Council for the Laity, http://www.laici.va/content/dam/laici/documenti/archivio/dignita-anziano-eng.pdf, accessed 17.05.2017.
Erikson E.H., Životní cyklus rozšířený a dokončený, Praha 1999 (Nakladatelství
Lidové noviny).
Fowler J.W., Stufen des Glaubens: die Psychologie der menschlichen Entwicklung
und die Suche nach Sinn, Gütersloh 1991 (Gütersloher Verlagshaus Gerd
Mohn).
Frankl V.E., A přesto říci životu ano: psycholog prožívá koncentrační tábor, Kostelní Vydří 2006 (Karmelitánské nakladatelství).
Frielingsdorf K., Sirovátková A., Falešné představy o Bohu, Kostelní Vydří 2010
(Karmelitánské nakladatelství).
Grün A., Umění stárnout, Kostelní Vydří 2009 (Karmelitánské nakladatelství).
Guardini R., Pohunková D., O živém Bohu, Praha 2002 (Vyšehrad).
Jesenský J., Andragogika a gerontagogika handicapovaných, Praha 2000 (Karolinum).
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Koenig H.G., Aging and God: Spiritual Pathways to Mental Health in Midlife and
Later Years, New York 1994 (The Haworth Pastoral Press).
Koenig H.G., Lamar T., Lamar B., A Gospel for the Mature Years: Finding Fulfillment by Knowing and Using Your Gifts, New York 1997 (Haworth Pastoral
Press).
Koenig H., King D., Carson V.B., Handbook of Religion and Health, Oxford 2012
(Oxford University Press).
Komenský J.A., Hendrich J., Vševýchova = Pampaedia, Praha 1948 (Státní nakladatelství).
Křivohlavý J., Pozitivní psychologie. Radost, naděje, odpouštění, smiřování, překonávání negativních emocí, Praha 2004 (Portál).
Kruse A., Alter in Lebenslauf, [in:] Zukunft des Alterns und gesellschaftliche
Entwicklung, eds. P.B. Baltes, J. Mittelstrass, New York 1992 (de Gruyter),
pp. 331–335.
Küng H., V co věřím, Praha 2012 (Vyšehrad).
Léon-Dufour X., Kolář P., Slovník biblické teologie, Řím 1981 (Velehrad –
Křestanská akademie).
Maslow A.H., O psychologii bytí, Praha 2014 (Portál).
Ondok J.P., Čmelák asketický = Bombus asceticus: úvahy o křesťanské spiritualitě, Svitavy 2004 (Trinitas).
Pargament K.I., Spiritually Integrated Psychotherapy: Understanding and Addressing the Sacred, New York 2011 (Guilford Press).
Rahner K., Základy křesťanské víry = Grundkurs des Glaubens, Svitavy 2002
(Trinitas).
Respektování lidské důstojnosti Příručka pro odbornou výuku, výchovu a výcvik studentů lékařských, zdravotnických a zdravotně – sociálních oborů, eds.
J. Prokopová, Z. Kalvach, transl. L. Kellnerová-Kalvachová, L. Kalvachová
Praha 2004 (Cesta domů).
Ruhland R., Spiritualität in der Altersbildung: Einführung in die transpersonale
Geragogik, Eschborn bei Frankfurt 2008 (Verlag Dietmar Klotz).
Scherlein R., Älter werden lernen: Pastoral in der dritten Lebensphase, Mainz
2001 (Matthias-Grünewald Verlag).
“Selbst die Senioren sind nicht mehr die alten...”. Praktisch-theologische Beiträge
zu einer Kultur des Alterns, eds. W. Fürst, A. Witthram, U. Feeser-Lichterfeld, T. Kläden, Theologie und Praxis, vol. 17, Münster 2003 (LIT Verlag).
Sheldrake P., Spiritualita a historie: úvod do studia dějin a interpretace křesťanského duchovního života, Brno 2003 (Centrum pro studium demokracie
a kultury).
Špatenková N., Smékalová L., Edukace seniorů: geragogika a gerontodidaktika,
Praha 2015 (Grada).
PA R T I . T U T O R I N G I N E DU C AT I O N
Suchomelová V., Pastoral Care in Homes for the Elderly: Selected Issues, Caritas
et Veritas 5 (2) (2015), pp. 112–121, http://www.caritasetveritas.cz/index-en.
php?action=openfile&pkey=181, accessed 17.05.2017.
Suchomelová V., Senioři a spiritualita: duchovní potřeby v každodenním životě,
Praha 2016 (Návrat domů).
Sudbrack J., Náboženská zkušenost a lidská duše: o hraničních otázkách náboženství a psychologie, svatost a nemoc, Bůh a satan, Kostelní Vydří 2002
(Karmelitánské nakladatelství).
Tornstam L., Maturing into Gerotranscendence, Journal of Transpersonal Psychology, vol. 43 (2) (2011), pp. 166–180.
Tomášek F., Vančura B., Bič M., Bible: písmo svaté Starého a Nového zákona
(včetně deuterokanonických knih, Praha 1991 (Zvon – České katolické nakladatelství).
Vidovićová L., Suchomelová V., Otázka příspěvku religiozity/spirituality ke kvalitě života českých seniorů, Kontakt, vol. 15 (4) (2013), pp. 445–455.
Witthram A., Leicht B.M., Gestalten und Gestaltwandeln erwachsener Religiosität. Von der Pilotstudie zum Forschungprojekt “Religiöse Entwicklung im
Erwachsenenalter”, [in:] “Selbst die Senioren sind nicht mehr die alten...”.
Praktisch-theologische Beiträge zu einer Kultur des Alterns, eds. W. Fürst,
A. Witthram, U. Feeser-Lichterfeld, T. Kläden, Theologie und Praxis, vol. 17,
Münster 2003 (LIT Verlag), pp. 21–40.
Zvěřina J., Poláková J., Pět cest k radosti. Výbor z díla, Praha 1995 (Zvon – České
katolické nakladatelství).
12. Summary
This chapter focuses on the theme of spiritual needs and sources for their fulfilment in the elderly person’s daily life. Based on the results of the Spiritual Needs
in the Life of South Bohemian Elderly study, there are presented five spiritual
needs that appear to be primary. They are the need for an awareness of one’s own
dignity and value, the need for meaning and continuity of life story, the need
for faith and trust, the need for hope and purpose, and the need to receive and
to give love. With regard to these links, it is possible to demarcate some aspects
of communication in a small group of elderly or an individual. A condition of
tutoring is respect for the elderly person’s life experiences. The tutor should offer
time and a safe environment to the older learners, not only for sharing their life
stories but also for any issues that might help with their self-development. Active listening enables the tutor to detect the needs that the elderly wants to fulfill
through education. The tutor should always respect the uniqueness of a specific
person’s life story and his psycho-spiritual development, to listen actively, thus
increasing his understanding in the areas that might be difficult for the elderly
106
107
V Ě R A S U C H O M E L OVÁ . M E E T I N G S P I R I T UA L N E E D S
and at the same time his understanding of sources of energy and strength that
helps them to manage these difficulties. A positive relationship with the tutor,
based on mutual understanding, is for the elderly a crucial factor for motivation to continue with learning and also is a source for fulfilling many principal
needs. However, the tutor should never develop a relationship based on dependence but, on the contrary, should support the elderly in developing their own
sources and potential for managing old age and its key tasks, motivate the participants to incorporate the findings into their life stories and, finally, should
support the elderly in their own roles of tutor-guides of the younger generations
on their own path of aging.
Academic Tutoring in Students
of Theology in Care Ethics Context.
Focus on Students with Health Issues
MO N I K A Z AV I Š
Žilina
keywords . care ethics, communication, Nel Noddings, personality,
student, tutor
1. Introduction
Overall attitude of teacher towards students of any age can not bear optimal fruits of study endeavor. Individual approach with special accent
on givnesses and already acquired knowledge of student has a potential
to move forward both student and teacher, who acts like an tutor. Next
to wisdom, knowledge and skills of leading tutor, ethical frame of his
work has to be strongly considered: Any good professional performance
is also a moral performance, because without distinction of good and bad
work, without moral effort, discipline of will, without hard work and patience in the pursuit of good, this kind of performance is not possible at
all.1 Our study is dealing with tutoring in students of theology in context
of care ethics, notably in context of care ethic applied to the practice of
moral education according to Nel Noddings. Before we access analysis
of contemporary situation, we will take a short survey on the historical
perspective of tutoring in two Abrahamic religions. The reason is to notice the continuity of natural authority and qualities of tutor that remain
through centuries the same. An case study will help us to objectify the
theoretical scopes and then proceed to discussion with conclusion.
2. Historical perspective of tutoring in Judaism and Christianity
As our analysis, discussion and conclusions are happening on the background of educational and cultural scene with the Judeo-Christian tradi1
W. Brezinka, Filozofické základy výchovy, Praha 1996 (České katolické nakladatelství Zvon), p. 156.
PA R T I . T U T O R I N G I N E DU C AT I O N
tion and values, we consider it necessary to give at least an outline of tutoring in Judaism and Christianity. What they share, is individual approch,
symbiotic uderstanding of practical and theoretical wisdom, as same as the
requirement of strong personality of tutor, who is an example in knowledge, moral behaviour and wise living based on requirements of God´s law.
The primary teacher and tutor of child in Judaism was a father. A love
to God in Judaism is not implemented only by feeling, but by living according to teaching.2 Father thus led the child through teaching to the
way of the implementation of the love of God in everyday life. The formation of the child’s personality is seen as the result of the interplay of the
three partners in his person: Holy God, the biological father and mother.
When the child started to talk, it was father´s duty to talk to him in the
holy language and teach him Torah3 according to direction in Deuteronomy 11:19: Teach them to your children. Talk about them all the time –
whether you’re at home or walking along the road or going to bed at night,
or getting up in the morning.4 The biblical dimension of wisdom is manifested mainly in the practical sphere of life. Old Testament combines
wisdom with fear before the Lord. His words and guidelines should be
constantly present in the thoughts of man, and then he will have success,
whether it is the victory over the enemy, a greater degree of wisdom than
in his teachers, or a larger dose of balance sheet than in elders (Psalm
119:97–100). For religious education of a child in contemporary Orthodox Jewish family the mother is responsible from the time of the child’s
birth.
Teaching authority of Jesus was based on power (Matthew 7:28–29),
what could not be unnoticed by teachers of the Law: Achievements that
Jesus reached in his action as a teacher, were an eyesore of Pharisees and
priests who were considered the only eligible spiritual and religious leaders
of the nation and were afraid that the increase of numbers of Jesus’ followers
will lead to loss of their influence on the popular masses.5 Jesus has acted as
one who teaches the absolute truth. He addressed the same words of the
Law of Moses to all as of a universally valid law of God: That, what he has
2
3
4
5
G. Maier, Lukas-Evangelium, Neuhausen-Stuttgart 1991 (Hänssler), p. 113.
A. Hertzberg, Der Judaismus. Aus dem Englischen übertragen von Eleonore Meyer-Grünewald, New York 1973 (George Braziller, Inc.), pp. 131–134.
Contemporary English Version Bible (CEV), trans. B.M. Newman, Philadelphia 1995
(The American Bible Society), https://www.biblegateway.com/passage/?search=Deuteronomy+11&version=CEV, accessed 12.03. 2017 (further CEV online).
H. von Glasenapp, Päť svetových náboženstiev, Veľký Meder 2009 (Talentum), p. 487.
110
111
M O N I K A Z AV I Š . AC A D E M I C T U T O R I N G I N S T U D E N T S
said was not culturally conditioned in the sense that it would be assigned
just for some people, the Jews, or a particular region, Palestine.6 Denney
saw in Jesus the bond of royal and legislative power; Calvin said, that
Christ was filled with ineffable dignity, which attracted people to him. Jesus has spoken vividly, simply, clearly7 and with authority which he identified with the God´s one. (John 14:8–11). Jesus was teaching in that way
that he was saying those things which Father taught him (John 8:28). His
teaching activities also included verbal and non-verbal plane, which was
manifested especially in healing (Mark 4:2; Mark 8:31; Matthew 4:23).
He sent those who were taught by him to teach others (Matthew 28:20)
knowing that there is a no disciple above the teacher, but will be perfect if
he manages to be like his teacher (Luke 6:40). Jesus will send to his disciples an Counselor (John 14:26)., who will teach them the things that they
did not manage during his living among them.8 In John the Spirit acts as
an inner teacher of truth.9 Lofty designation Master Jesus perceived with
great respect and he advised Pharisees not to refer to this title (Matthew
23:8). He did not consider himself worthy marking good Teacher (Mark
10:17–18): As Jesus was walking down a road, a man ran up to him. He
knelt down, and asked,“‘Good teacher, what can I do to have eternal life?“
10
Jesus replied, Why do you call me good? Only God is good.11 On this
experience Jesus has showed his followers-tutors the need for humility,
self-criticism and the recognition of the sovereignty of God´s tutoring.
3. Care ethics approach in education
Moral connexion between people is defined by mutual cultivating the virtues like knowing, altering rhytms, patience, honesty, trust, humility, hope
and courage. Milton Mayeroff speaks in his book On Caring about the relationship, which causes mutual growth, development, moving forward and is
6
7
8
9
10
11
J.R.W. Stott, Kázání na hoře. Poselství Bible pro dnešní svět, Praha 1992 (Návrat
domů), p. 164.
R. France, Ježiš, [in:] Viery a vyznania. Nový sprievodca náboženstvami sveta, ed.
Ch. Partridge, Bratislava 2006 (Slovart), pp. 317–323.
Idem, Isus, [in:] Enciklopedijski priručnik, Zagreb 1991 (Grafički zavod Hrvatske,
Kršćanska sadašnjost), pp. 340–346.
D. Iskrová, Exegeticko-teologický komentár k Prvému Jánovmu listu, Ružomberok
2008 (Katolícka univerzita v Ružomberku, Filozofická fakulta), p. 180.
Benedikt XIV. 2010, online is it Posolstvo Svätého Otca Benedikta XVI. k 25. svetovému
dňu mládeže 28. marca 2010, https://www.kbs.sk/obsah/sekcia/h/dokumenty-a-vyhlasenia/p/dokumenty-papezov/c/posolstvo-mladez-2010, accessed 08.08. 2011.
CEV, online.
PA R T I . T U T O R I N G I N E DU C AT I O N
kind of ongoing process.12 The well-being of care-givers and care-recievers is
a inseparable part of all social relations. Human dimensions of ethical dillemas or decisions are based on social interdependency. Mayeroff´s essentialism yet has been criticized by Nel Noddings, who proposes to comprehend
every relationship as unique and in unique situation. This context means
a special constellation of conditions: it means, that it is not possible to previously assume, how we will be able to apply the „prescribed components” in
specific situation which requires care.13 In this statement and approach we see
a strong coherence with situational ethics of Joseph Fletcher.14
However, care ethics is, according to Frederic G. Reamer, not here
to produce easy and quick answers to complex ethical dillemas. It serves
us as an reminder, that we must always approach ethical choices with deep
awareness of the impact they have on the people we serve and the relationships that are important to them.15 Psychologist Carol Gilligan, to whose
works is the emergence of care ethics attributed, identifies the ethics of
care as „different voice“ which joined self with relationship and reason
with emotion. Having a voice and listening to voice of every human must
be done carefully. Possible conflicts may be addressed in relationships:
Different voices then become integral to the vitality of a democratic society.16
4. Case study
This case study comes out of my long time educational practice that was
always tightly connected to character building in my students. Since
I was working with lutheran theology students in Slovakia for 14 years,
choosen case study will be from this background, too. Certainly, we can
not generally assume, that all theology students will be believers and obedient to requirements of the Bible; nonetheless, our case study is dealing
with such a student figure that shows existential dimensions of spirituality and features of intrinsic religiousness according to G. Allport;17
12
13
14
15
16
17
M. Mayeroff, On Caring, New York 1971 (Harper & Row), pp. 1–63.
A. Jesenková, Etika starostlivosti, Košice 2016 (Univerzita Pavla Jozefa Šafárika
v Košiciach), p. 22.
J. Fletcher, Situační etika. Nová morálka, Praha 2009 (Kalich), pp. 33–39.
F.G. Reamer, The Ethics of Care, SocialWorkToday.com, September 2016, http://
www.socialworktoday.com/news/eoe_0916.shtml, accessed 02.02.2017.
Interview with Carol Gilligan done by webteam, http://ethicsofcare.org/carol-gilligan/#more-5766, accessed 18.02.2017.
G.W. Allport, J.M. Ross, Personal Religious Orientation and Prejudice, Journal of
Personality and Social Psychology, vol. 5 (1967) (4), passim; R.S. Titov, Gordon All-
112
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a close relationship with God as with an ultimate reality and the highest
authority in life.
The aim of presentation of this case study is to demostrate the need
of individual approch to university students with special needs resulting
from their psychic and complicated, multidiagnostic health condition.
This student attended my Latin language course and had some problems
with following my lecture and also with making the notes what was the
result of his motoric problems. I saw his reactions, facial mimicry and
the way he was looking at me, and I realized when exactly he stopped
to follow up. The problem was, that I could not afford myself to slow down
so much to catch his attention again, but to loose attention of all other
students. During our individual dialogue I saw, that there are some psychiatric problems in this student, too, but I found out, that he refused
psychiatric treatment. These problems yet did not disrupt his cognitive
abilities. What I see as a fantastic is, that in my student there was a great
will to study and a will to make some extra time and work with me individually next to ordinary lectures. Paradoxically, faith in God was the
crucial argument, why he refused psychiatric treatment at the one hand,
and on the second hand, it was a main reason for him to believe, that
with our common effort he will be able to finish the course succesfully. Inadequate behaviour of some students attending my course towards
this student irked him, but in the same time it pushed him forward and
gave him a motivation to overcome his limits. Underlying problem of
this embarrassing position of some students is a lack of undestanding
and empathy, which we see in connection with their extrinsic religiosity. One of the possibilities for my student to manage was to cooperate
with some other student, what has proved to be unsustainable because
of discrepancy between the extent of necessary and conducted tolerance
and patience while working with this student. I knew, that tolerance and
peaceful attitude is a problem for my student, too, so I prehended the relational context of working with this student as an difficult task taht I have
to overcome to help him with the teaching material. Another option for
this student was to pay some extra classes to a private tutor, what was for
him financially unrealistic. The second problem of this solution may be
the absence of deeper knowing each other and relationship between tutor
and the student. While I had a nice relationship with the student and
port: The Concept of Personal Religious Orientations, Kul’turno-istoricheskaya psikhologiya (Cultural-Historical Psychology), vol. 1 (2003), passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
I knew his main personality features, I agreed to give him every week two
extra classes of Latin at my university office as an unofficial tutor without any financial compensation. Of course, it was time-consuming, but
I considered it as right decision. Next to different psychological methods
I decided to apply the ephases of education according to Skinner´s programmed learning theory,18 where we work on small, but logically closed
sections and where a a student acts operatively... Basic principles [of this
approach are]: 1. principle of small steps, 2. principle of active response,
3. principle of immediate fixation, 4. principle of own pace, 5. principle of
evaluation of achievement.19 The result was, that the student has finished
the couse as one of the best students in Latin in current academic year.
5. Discussion and conclusion
The core of succesful cooperation between university student and his tutor is their constructive communication. Tutor has to be an good listener,
observer, responsibly prepared rhetor and stimulating student´s performance based on his potential. Reputable professor of education M. Zelina
warns, that egoistic nature of the listener has to be surpassed: Man often
acts in dialogues as an egoist – he thinks on his own problems, promotes
himself, the closest and the most important for him are his own thoughts,
feelings. Then he does not listen to the other, does not react on other´s suggestions, he is preoccupied just with himself and an paradoxical situation
occurs, that an dialogue changes into two monologues.20 Focusing on
speaker, active listening with affirmation of understanding, refraining
from judging and giving advices, lead to better knowing the student who
needs help.
It requires a vital interest and care of student. If student has to struggle with his bad health, family or financial condition next to his study
difficulties, it is even harder for his tutor to grasp right methods and pace
of tutoring him. Tutor is supposed to have an strong and joyful awareness
18
19
20
B.F. Skinner, The Technology of Teaching. Cambridge 2003 (B.F. Skinner Foundation), passim.
Malacká Z., Pohľad do dejín didaktiky, [in:] História, súčasnosť a perspektívy
vzdelávania na Pedagogickej fakulte Prešovskej univerzity v Prešove: zborník príspevkov z vedeckej konferencie s medzinárodnou účasťou organizovanej Pedagogickou
fakultou PU pri príležitosti 65. výročia založenia Pedagogickej fakulty v Prešove, eds.
A. Prídavková, M. Klimovič, Prešov 2014 (Vydavateľstvo Prešovskej Univerzity),
p. 105.
M. Zelina, Stratégie a metódy rozvoja osobnosti dieťaťa, Bratislava 2011 (Iris), p. 155.
114
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M O N I K A Z AV I Š . AC A D E M I C T U T O R I N G I N S T U D E N T S
of his/her mission to teach and educate; self-reflection and self-correction
ability. Flexibility, promptness of change making, awareness of the need
of incessant personal and professional growth are very important qualities of an good tutor, too.21
Tutoring of students of theology has its own specific features stemming from the nature of the specialization, but in the case of students
with physical and especially mental health difficulties is getting a tutor
in an extremely challenging position. In Slovakia, many theologians,
pastors and theology students yet could not even cope with the fact that
even theology has its constraints and is not a science of mental processes
and disorders. Feelings of shame, inferiority or dishonor are associated
with the following minded people with each mention of whether the suggestion that they needed to seek psychiatric help as in the case of lung
problems they visit pulmonologist. When we see, that the arguments of
biblical or rational context about the need to seek for professional psychiatric or psychological help are not accepted, we can still hope to rely on
trivial examples, analogies, as we have mentioned above with the lungs.
Unfortunately, we have to note, that usually this way of communication
is not effective either. Of course, we agree with the statement by Larson et
al., that the mild symptoms of depression, anxiety or reconciliation with
the new and difficult circumstances in life can be successfully mastered
with the help of pastoral care;22 yet it is necesarry to recognize the existence of limits beyond which theologians – tutors can not responsibly and
competently accompany the student, and they have to work as a team
and collaborate with their colleagues in psychiatry. This cession has repetitively proved in our practice to be an optimal one, because it brings
excellent results and qualitative life changes in students that are willing
to cooperate on their healing process.
After many sessions in the form of confessional cenversations with
students of lutheran theology who reject professional psychological help,
we are gradually taking shape of some of the personal characteristics of
these students, that are being hidden beneath the surface of their pseudobiblical motivated opinions. For their most typical personality trait
we consider stubbornness, tough-mindedness. This feature was described
21
22
M. Zaviš, Paradigma osobnosti kresťanského učiteľa v minulosti a dnes, Bratislava
2013 (Univerzita Komenského v Bratislave), pp. 63–95.
J.K. Boehnlein, Religion and Spirituality in Psychiatric Care: Looking Back, Looking
Ahead, Transcultural Psychiatry, vol. 43 (4) (2007), p. 642.
PA R T I . T U T O R I N G I N E DU C AT I O N
in detail by psychologist H. Eysenck and we list some of his findings that
we have observed in students belonging to our focus group: retiringness,
indifference to people, maladjustment, making difficulties, emotional
flatness, sometimes inhumanity and cruelty, hostility towards people,
aggression, ignorance of dangerous things, impetuous boldness, taunting, strong excitability, neighborhood sedition and penchant for unusual
things.23 We have to add to all these atributes also very strong egocentricity, emotional blackmail to achieve their goals, verbal presentation of the
facts based on their highly subjective and arty point of view. We agree
with Fischer and Škoda in the statement, that stubborn people (in our
case students) are uncritical on their behaviour and way of life, are hypersensitive and extremly vulnerable, when it comes to their person; they are
emotionally unstable, have frequent leaks into fantasy and are constantly
justifying their actions.24
In the context of care ethics we access to our students as mothers, who
care of their child. Sarah Ruddick would say, that typical maternal ways of
thinking and acting can be also inherent to man, because we all have to learn
how to accomplish maternal care. However, if we want to pay a specific attention to care ethics in education, we need to make provision of work of Nel
Noddings. She states, that according to J. Macmurray is teaching one of the
foremost of personal relations. She analyses this relation in the context of care
ethics and which involves a discussion of the central elements in establishing
and maintaining relations of care and trust. In her analysis listening, dialogue, critical thinking, reflective response, making thoughtful connections
among the disciplines and to life itself are included.25
Caring relationships are according to N. Noddings basic to human
existence and consciousness. Every relationship includes two parties: 1.
one-caring, and 2. cared-for. They both have the obligation to care reciprocally and to meet the other morally, though in different manner.
Caring comes out of the right motivation: Our motivation on caring is
directed toward the welfare, protection, or enhancement of the cared-for.
When we care, we should, ideally, be able to present reasons for our action/
inaction which would persuade a reasonable, disinterested observer that
23
24
25
S. Fischer, J. Škoda, Sociální patologie. Analýza příčin a možností ovlivňování závažných sociálně patologických jevů, Praha 2009 (Grada Publishing, a. s.), p. 165.
M. Zaviš, Prieniky teológie a psychiatrie, [in:] V službe evanjelia, eds. M. Krivda,
J.Bándy, R. Keller, Liptovský Mikuláš 2013 (Tranoscius), passim.
N. Noddings, The Caring Relation in Teaching, Oxford Review of Education, vol. 38
(6) (2012), passim.
116
117
M O N I K A Z AV I Š . AC A D E M I C T U T O R I N G I N S T U D E N T S
we have acted in behalf of the cared-for.26 The origin of ethical action sees
N. Noddings in two motives:
• the human affective response that is a natural caring sentiment,
• the memory of being cared-for that gives rise to an ideal self: Because we (lucky ones) have been immersed in relations of care since
birth, we often naturally respond as carers to others. When we need
to draw on ethical caring, we turn to an ethical ideal constituted
from memories of caring and being cared for.27
In the process of caring there can be identified two stages: caring-for
and caring-about. The first stage means actual hands-on application of
caring services. The second one means the state of being whereby one
nurtures caring ideas or intentions. One-caring has to care-for proximate
humans aned animals to the extent that they are needy and are able to respond to offerings of care. Caring-about is according to N. Noddings an
important motivational stage for inspiring local and global justice.28
In the abstract dialogue between M. Zelina and N. Noddings of personnel barriers to communication within the meaning of selfishness and
its overcoming, M. Zelina has focused on the negative elements of unsurpassability of own person in communication with the other, which is
giving rise to two monologues (see above); N. Noddings but specifies this
phenomenon from its positive side: Caring involves stepping out of one´s
personal frame of reference into the other´s. When we care, we consider the
other´s point of view, his objective needs, and what he expacts of us. Our
attention, our mental engrossment is on the cared-for, not on ourselves.29
V.V. Vasquez has examined the attitudes and works of N. Noddings
and came to this conclusions on her asset: The school must respond to real
situations and give educational sense which helps the student; to take care
of his/her moral, intellectual, physical and emotional growth. In curricular design Noddings proposes for students to learn to care of others, of
people with those they keep intimate relationship, of colleagues and wellknown, care of animals, of plants and physical enviromnent, objects and
26
27
28
29
Eadem, Caring. A Feminine Approach to Ethics and Moral Education, Berkeley–Los
Angeles–London 2003 (University of California Press) (2nd edition), p. 23.
Eadem, Care and Moral Education, [in:] Critical Conversations in Philosophy of Education, ed. W. Kohli, New York 1995 (Routledge), p. 139.
M. Sander-Staudt, Care Ethics, [in:] Internet Encyclopedia of Philosophy. A Peer-Reviewed Academic Resource (IEP), eds. J. Fieser, B. Dowden, http://www.iep.utm.edu/
care-eth, accessed 04.02.2017.
N. Noddings, Caring. A Feminine Approach..., p. 24.
PA R T I . T U T O R I N G I N E DU C AT I O N
tools, and ideas. She proposes to design curricula with more varied and
attractive offer of courses; support the transition of students to different
courses. Curriculum should be designed for a heterogeneous group of students. To offer such training that meets the needs of students. Teachers
need to take seriously the fact that students need a broad curriculum that
will be closely linked to the existential dimension of their lives and their
own interests. In addition, she claims that the school curriculum must be
more in line with current realities and ideals, and include content related
to cultural factors traditionally considered feminine. She argues, that in all
courses can be made links to private life, prepare for parenting and home
life. Value institualization is required. These values help to build more livable world, e.g. learning some skills necessary for domestic operation.30
Under the current conditions in Slovak education, we believe that the ideals
of the care ethics can be the best applied in the context of unofficial tutoring.
This step, since it depends on tutor alone, can be done quickly and effectively.
Changes in education system in Slovakia happen very lengthily, and therefore
we can not expect erelong some official improvements in the question of tutoring in university students, although they are extremely urgent and necessary.
Academic tutoring in students of theology with health issues is an hard task
and deserves wider and deeper debate on interdisciplinary platform. It should
be of interest of several ministries of the Slovak Republic, chiefly Ministry of
Education, Science and Sport, Ministry of Health and Ministry of Labour, Social
Affairs and Family, and relevant churches depending on theology (catholic,
ortodox, lutheran). Churches should think in the way, that tutoring is kind of
pastoral care of students linked both to knowledge and faith, and has a great
impact on improvement of study results and overall life quality in students.
Care should be, after all, the „loudest“ manifestation of churches that claim
to teach and spread Christ´s love.
6. References
Allport G.W., Ross J.M., Personal Religious Orientation and Prejudice, Journal of
Personality and Social Psychology, vol. 5 (1967) (4), pp. 432–443.
Boehnlein J.K., Religion and Spirituality in Psychiatric Care: Looking Back, Looking Ahead, Transcultural Psychiatry, vol. 43 (4) (2007), pp. 634–651.
Fischer S., Škoda J., Sociální patologie. Analýza příčin a možností ovlivňování
závažných sociálně patologických jevů, Praha 2009 (Grada Publishing, a.s.).
30
V. Verdera Vasquez, La educación y la ética del cuidado en el pensamiento de Nel
Noddings, PhD dissertation, Universitat de Valéncia, Valéncia 2009, p.p 259–260.
118
119
M O N I K A Z AV I Š . AC A D E M I C T U T O R I N G I N S T U D E N T S
Glasenapp Von H., Päť svetových náboženstiev, Veľký Meder 2009 (Talentum).
Hertzberg A., Der Judaismus. Aus dem Englischen übertragen von Eleonore Meyer-Grünewald, New York 1973 (George Braziller, Inc.).
Https://www.kbs.sk/obsah/sekcia/h/dokumenty-a-vyhlasenia/p/dokumenty-papezov/c/posolstvo-mladez-2010, accessed 08.08.2011.
Malacká Z., Pohľad do dejín didaktiky, [in:] História, súčasnosť a perspektívy
vzdelávania na Pedagogickej fakulte Prešovskej univerzity v Prešove: zborník
príspevkov z vedeckej konferencie s medzinárodnou účasťou organizovanej
Pedagogickou fakultou PU pri príležitosti 65. výročia založenia Pedagogickej
fakulty v Prešove, eds. A. Prídavková, M. Klimovič, Prešov 2014 (Vydavateľstvo Prešovskej Univerzity), pp. 98–106.
Mayeroff M., On Caring, New York 1971 (Harper & Row).
Noddings N., Caring. A Feminine Approach to Ethics and Moral Education, Berkeley–Los Angeles–London 2003 (University of California Press) (2nd edition).
Noddings N., The Caring Relation in Teaching, Oxford Review of Education, vol.
38 (6) (2012), pp. 771–781.
Reamer F.G., The Ethics of Care, SocialWorkToday.com, September 2016, http://
www.socialworktoday.com/news/eoe_0916.shtml, accessed 02.02.2017.
Sander-Staudt M., Care Ethics, [in:] Internet Encyclopedia of Philosophy.
A Peer-Reviewed Academic Resource (IEP), eds. J. Fieser, B. Dowden, http://
www.iep.utm.edu/care-eth, accessed 04.02.2017.
Titov R.S., Gordon Allport: The Concept of Personal Religious Orientations,
Kul’turno-istoricheskaya psikhologiya (Cultural-Historical Psychology),
vol. 1 (2003), pp. 2–12.
Vasquez Verdera V., La educación y la ética del cuidado en el pensamiento de Nel
Noddings, PhD dissertation, Universitat de Valéncia, Valéncia 2009.
Zaviš M., Paradigma osobnosti kresťanského učiteľa v minulosti a dnes, Bratislava 2013 (Univerzita Komenského v Bratislave).
Zaviš M., Prieniky teológie a psychiatrie, [in:] V službe evanjelia, eds. M. Krivda,
J.Bándy, R. Keller, Liptovský Mikuláš 2013 (Tranoscius), pp. 247–256.
Zelina M., Stratégie a metódy rozvoja osobnosti dieťaťa, Bratislava 2011 (Iris).
Brezinka W., Filozofické základy výchovy, Praha 1996 (České katolické nakladatelství Zvon).
Contemporary English Version Bible (CEV), trans. B.M. Newman, Philadelphia
1995 (The American Bible Society), https://www.biblegateway.com/passage/?search=Deuteronomy+11&version=CEV, accessed 12.03. 2017.
Fletcher J., Situační etika. Nová morálka, Praha 2009 (Kalich).
France R., Isus, [in:] Enciklopedijski priručnik, Zagreb 1991 (Grafički zavod Hrvatske, Kršćanska sadašnjost), pp. 340–346.
France R., Ježiš, [in:] Viery a vyznania. Nový sprievodca náboženstvami sveta, ed.
Ch. Partridge, Bratislava 2006 (Slovart), pp. 317–323.
PA R T I . T U T O R I N G I N E DU C AT I O N
Interview with Carol Gilligan done by webteam, http://ethicsofcare.org/carol-gilligan/#more-5766, accessed 18.02.2017.
Iskrová D., Exegeticko-teologický komentár k Prvému Jánovmu listu, Ružomberok 2008 (Katolícka univerzita v Ružomberku, Filozofická fakulta).
Jesenková A., Etika starostlivosti, Košice 2016 (Univerzita Pavla Jozefa Šafárika
v Košiciach).
Maier G., Lukas-Evangelium, Neuhausen–Stuttgart 1991 (Hänssler).
Noddings N., Care and Moral Education, [in:] Critical Conversations in Philosophy of Education, ed. W. Kohli, New York 1995 (Routledge), pp. 137–148.
Posolstvo Svätého Otca Benedikta XVI. k 25. svetovému dňu mládeže 28. marca
2010, https://www.kbs.sk/obsah/sekcia/h/dokumenty-a-vyhlasenia/p/dokumenty-papezov/c/posolstvo-mladez-2010, accessed 08.08.2017.
Skinner B.F., The Technology of Teaching, Cambridge 2003 (B.F. Skinner Foundation).
Stott J.R.W., Kázání na hoře. Poselství Bible pro dnešní svět, Praha 1992 (Návrat
domů).
Titov R.S., Gordon Allport: The Concept of Personal Religious Orientations, Kul'turno-istoricheskaya psikhologiya (Cultural-Historical Psychology), vol. 1 (2003),
pp. 2–12.
Vasquez Verdera V., La educación y la ética del cuidado en el pensamiento de Nel
Noddings, PhD dissertation, Valéncia 2009 (Universitat de Valéncia).
Zaviš M., Prieniky teológie a psychiatrie, [in:] V službe evanjelia, ed. M. Krivda,
J. Bándy, R. Keller, Liptovský Mikuláš 2013 (Tranoscius), pp. 247–256.
Zaviš M., Paradigma osobnosti kresťanského učiteľa v minulosti a dnes, Bratislava 2013 (Univerzita Komenského v Bratislave).
Zelina M., Stratégie a metódy rozvoja osobnosti dieťaťa, Bratislava 2011 (Iris).
7. Summary
Tutoring in students of theology is not in Slovakia common. It happens on unofficial plane and results from natural and spontaneus agreement between the student and his/her choosen tutor. Our educational practice yet repeatedly showed
the need of the official institution of turor in theology students. We are reffering
mainly to study issues which need to be solved in context of student´s physical
and psychical health problems. Adult tutoring contains also confrontation and
efforts of harmonization between tutor´s and student´s personality. Care ethics
describes it as relationship of one-caring and cared-for. We assume, that the attitudes and recomendations of Nel Noddings could be very helpful and yielding
good results in education and individual tutoring both in children and adults.
120
Cooperative Learning Strategy for Students’
Academic Achievement. The Case of 1 to 5
Students’ Group Discussion Strategy in
Kokebetsibah Secondary School
E Y U E I L A BAT E DE M I S S I E
Addis Ababa
To my wonderful Wife, Eden Tilahun
and my Parennts Abate and Demekech
keywords . cooperative learning, group discussion, peer support,
academic achievement
1. Introduction
1.1. Background of the study
Students’ academic achievement is one of the pillars in each educational institution, as a result various theories and strategies are brought
out from day to day practice assuming the possibility of its enhancing.
In regard to this, cooperative learning is one of the strategies believed
to be best in terms of improving student’s academic achievement. The
major assumptions of this strategy is that it is possible to develop students’ academic achievement by enabling them to help each other. Thus
the culture of peer learning will be promoted creating a possibility for
an exchange helping students to learn better from their friends. In regard to this, 1 cooperative learning will be defined as students working together in a group small enough to allow everyone to participate
on a clearly assigned collective task. Moreover, students are expected
to carry out their task without direct and immediate supervision of the
teacher. The authors stated that the study of cooperative learning should
not be confused with small groups that teachers often compose for the
purpose of intense, direct instruction – for example, reading groups. It
is believed that students can understand better when it is per learning.
But this strategy has its own advantages and challenges.
1
N. Davidson, C.H. Major, Boundary Crossings: Cooperative Learning, Collaborative
Learning, and Problem-Based Learning, Journal on Excellence in College Teaching,
vol. 25 (3–4) (2014), p. 12.
PA R T I . T U T O R I N G I N E DU C AT I O N
The aim, implementation and group formations are decisive for
its success. In regard to this, according to A.S. Goodsell and others, 2 challenges to collaborative learning at the classroom level are
compounded by the traditional structures and culture of the academy, which continue to perpetuate the teacher-centered, transmission-of-information model of teaching and learning. The political
economy of the academy is set up to front load the curriculum with
large lower division classes in rooms immutably arranged for lectures,
usually in classes limited to fifty-minute “hours.” Student-student interaction; extended, careful examination of ideas; the hearing-out of
multiple perspectives; the development of an intellectual community – all these are hard to accomplish under the physical and time constraints. On the contrary Cooperative learning is supported by one
of the strongest research traditions in education, with thousands of
studies conducted across a wide range of subject areas, age groups,
ability levels and cultural backgrounds.
The result, in general, suggest that cooperative learning develops
high-order thinking skills, enhances motivation and improve interpersonal relations as well as enhancing motivation and peer relations.3 According to these authors, cooperative learning structures can be used
to develop constructive and supportive peer relations.
It has been implemented in many countries under various names. Peer
learning, group discussion, cooperative learning etc. Ethiopia also implemented this peer learning and support strategy since 2009/2010 calling it
a 1 to 5 student’s group discussion program. The concept of this program
is drafted around mid 2007 under the critical mass building strategy. Its
assumption is in one group there is a group leader who is responsible for
coordinating the discussion between group members. In addition to this
group leader, the group is composed of one high learner two medium
learners and two slow learners. Group leaders will be students with best
academic achievement from the respected class.4 And it is assumed that
there will be exchange of ideas among students and it creates opportunity
2
3
4
Collaborative Learning: A Sourcebook for Higher Education, eds. A.S. Goodsell,
M.R. Maher, V. Tinto, B.L. Smith, J. MacGregor, University Park 1992 (National
Center on Postsecondary Teaching, Learning, and Assessment), passim.
M.P. Li, B.H. Lam, Cooperative learning, Hong Kong 2005 (The Hong Kong Institute
of Education), p. 10.
1 to 5 Group Organization Manual, Addis Ababa 2011 (Addis Ababa Education Bureau), passim.
122
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E Y U E I L A . D E M I S S I E . C O O P E R AT I V E L E A R N I N G S T R AT E G Y
for them to support each other. But there are students who complain of
the process of implementation.
This strategy is implemented throughout primary and secondary
schools in the country. Ethiopia is organized with 9 regions and 2 city
administrations, and from the respected two city administrations one
is Addis Ababa City administration. Similarly 1 to 5 group discussion
strategy is implemented in all schools that are found in this city, but
level of implementation varies from one school to the other. From all
secondary schools that are found in Addis Ababa in work efficiency the
top governmental secondary school based on the rank given by the city
administration education bureau by the year 2014/2015 academic calendar is Kokebetsibah secondary and preparatory school. Kokebetsibah
secondary and preparatory school is found in Yeka sub city Woreda 5
the place specifically known as Kebena. The school is founded in 1924
ec. 1 to 5 cooperative learning strategies is also implemented in this
school in all sections.
1.2. Statement of the problem
Cooperative learning (called a 1 to 5 study program in Ethiopia) is believed
to have many benefits for student’s better academic achievement. But if
it is not managed properly it is less likely to get the intended outcome.
The main challenges faced in cooperative and collaborative learning is
conflicts that arise between group members, some teachers may also feel
that cooperative learning takes too much time and requires great effort.
In addition to that, various governmental documents and government
officials in different position comment that 1 to 5 cooperative learning
strategy is not bringing the intended change as it is expected. A manual
prepared by the city administration education bureau5 describes that the
implementation of 1 to 5 group discussion is not implemented in a way
as it is intended to be, according to this manual it is because of absence of
appropriate regulatory system among the respected bodies, as a result the
manual aims to fill this regulatory and coordination gap. There are also
complains heard in various meetings that the discussion program is facing many obstacles to achieve its intended goal. As a result this research is
conducted to examine and asses the current status of the implementation
of one to five group discussion (cooperative learning) program in Kokebetsibah secondary and preparatory school.
5
Ibidem, p. 2.
PA R T I . T U T O R I N G I N E DU C AT I O N
Research question
1. What is the current status of 1 to 5 group discussion in Kokebetsibah secondary and preparatory school grade 913
1.1. How is it going on/What is its progress
1.2. What are its purposes
1.3. How are groups formed
1.4. What do the regulatory system looks like
1.5. What is its significance looks like towards improving student’s
academic achievement.
1.3. Objective of the study
This research has general and specific objectives. The General objective of
this study is to assess the implementation of 1 to 5 group discussion (cooperative learning) program among students and its tendency to enhance
student’s academic achievement focusing on 913 students who are found in
Kokebetsibah secondary and preparatory school.
The specific objectives that are relevant for achieving this general objective are:
• Identifying how and by whom is the study program managed
• Examining its tendency of bringing the intended outcome among
students
• Reviling students attitude towards the group study program
• Assessing the relation between what is written on the documents and
the real situation in the classroom about 1 to 5 group discussions.
1.4. Significance of the study
This research will contribute a lot to those parties who have similar objectives and seek information on issues related to this study. The possible
significance of the research are: a. It gives information about the outlook
of 1 to 5 group discussion among students, b. it provides information on
the gap between the theory and practice towards students cooperative
learning program and c. It will be used as a source of information for
researchers who wish to carry out future study on similar issues.
1.5. Delimitation of the study
The focus of this research is assessing the implementation of 1 to 5 group
discussion (cooperative learning) program among students and its tendency to enhance student’s academic achievement focusing on 913 students who are found in Kokebetsibah secondary and preparatory school.
124
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E Y U E I L A . D E M I S S I E . C O O P E R AT I V E L E A R N I N G S T R AT E G Y
In regard to these students who are found in grade 913, the school principal, and the respected government official from the ministry of education
will be included on this research.
1.6. Operational definitions
On this section the researcher tries to give operational definitions for
terms that are frequently used throughout this research.
Group discussion: is a systematic and purposeful interactive oral process. It includes the exchange of ideas, thoughts and feelings taking place
through oral communication.
Cooperative learning: according to M.P. Li & B.H. Lam cooperative
learning is a student-centered, instructor-facilitated instructional strategy in which a small group of students is responsible for its own learning
and the learning of all group members.6 Students interact with each other
in the same group to acquire and practice the elements of a subject matter
in order to solve a problem, complete a task or achieve a goal.
Collaborative learning according to B.L. Smith and J.T. MacGregor
it is an umbrella term for a variety of educational approaches involving
joint intellectual effort by students, or students and teachers together.7
Usually, students are working in groups of two or more, mutually searching for understanding, solutions, meanings, or creating a product. Collaborative learning activities vary widely, but most center on students’
exploration or application of the course material, not simply the teacher’s
presentation or explication of it.
Academic achievement: is a combination of two words. According
to the oxford dictionary the term academic, relating to education and
scholarship. And achievement refers to be a thing that is achieved. As
a result academic achievement is a tendency of grasping educational
knowledge on its intended level.
Group leader: refers to an individual who is responsible for the overall leading activity of small number of individuals who work towards
achieving a common goal.
Student’s participation: is a combination of two independent words,
which are student and participation. According to oxford dictionary student refers to be a person who takes a particular interest in a subject. And
6
7
M.P. Li, B.H. Lam, passim.
B.L. Smith, J.T. MacGregor, What is Collaborative Learning?, [in:] Collaborative
Learning, passim.
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participation is taking part in something. From these two words according to the researcher, contextual definition of student participation is active involvement of individuals who comes to schools to learn.
2. Literature
On this section the researcher tries to present related literature with this
study and documents related to the implementation of 1 to 5 cooperative
learning programs in Ethiopia. In regard to this the concept of cooperative learning and group discussion will be presented on section one. And
in section two the benefits and limitation of cooperative learning will
be discussed. Finally, in section three, the general concepts about 1 to 5
study program and its guidelines on the implementation prepared by the
Ministry of Education and Addis Ababa City Administration Education
Bureau.
2.1. The concept of cooperative learning, collaborative learning
and group discussion
2.1.1. Cooperative learning
Cooperative learning believed to be the oldest from group learning
strategies8 can be defined as students working together in a group small
enough that everyone can participate on a clearly assigned collective
task. Moreover, students are expected to carry out their task without direct and immediate supervision of the teacher. The study of cooperative
learning should not be confused with small groups that teachers often
compose for the purpose of intense, direct instruction – for example,
reading groups.9
Collaborative learning began to interest American college teachers
widely only in the 1980’s, but the term was coined and the basic idea
first developed in the 1950’s and1960’s by a group of British secondary
schoolteachers and by a biologist studying British post-graduate education--specifically, medical education.10
According to Johnson and Johnson model cooperative learning is instruction that involves students working in teams to accomplish a common goal, under conditions that include the following elements:
8
9
10
N. Davidson, C.H. Major, op.cit., p. 11.
Ibidem, p. 12.
K.A. Bruffee, Collaborative Learning and the “Conversation of Mankind”, [in:] Collaborative Learning, p. 30.
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1. Positive interdependence. Team members are obliged to rely on one
another to achieve the goal. If any team members fail to do their
part, everyone suffers consequences.
2. Individual accountability. All students in a group are held accountable for doing their share of the work and for mastery of all of the
material to be learned.
3. Face-to-face promotive interaction. Although some of the group
work may be parceled out and done individually, some must be
done interactively, with group members providing one another
with feedback, challenging reasoning and conclusions, and perhaps most importantly, teaching and encouraging one another.
4. Appropriate usage of collaborative skills. Students are encouraged
and helped to develop and practice trust-building, leadership, decision-making, communication, and conflict management skills.
5. Group processing. Team members set group goals, periodically assess what they are doing well as a team and identify changes they
will make to function more effectively in the future.
Cooperative learning is not simply a synonym for students working in
groups. A learning exercise only qualifies as cooperative learning to the
extent that the five listed elements are present.
Cooperative learning procedures are designed to engage students actively in the learning process through inquiry and discussion with their
peers in small groups. The group work is carefully organized and structured so as to promote the participation and learning of all group members in a cooperatively shared undertaking.
2.1.2. Collaboration learning
According to the Oxford English Dictionary, the term “collaborate” comes
from the late 19th century: from the Latin collaborat (“worked with”),
from the verb collaborare (from col “together” + laborare “to work”);
thus, it means to labor with each other towards the same end, but not
necessarily cooperatively on the same tasks. Interdependence is a fundamental construct in cooperative learning, collaborative learning and
problem-based learning. It is variously called interdependence, positive
interdependence, or mutual interdependence.11
Some of the main contrasts between cooperative and collaborative
learning, presented by N. Davidson and C.H. Major and their comparisons
11
N. Davidson, C.H. Major, op.cit., p. 29.
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are cooperative learning fosters interdependence through a combination
of goals, tasks, resources, roles, and rewards, while collaborative learning
employs only goals, tasks, and, occasionally, limited resources to foster
interdependence. Collaborative learning never uses assigned group roles,
but some cooperative learning approaches do this. Similarly, collaborative
learning does not teach group interaction skills or group reflection/processing of those skills, while some cooperative approaches do so. Most models
of cooperative learning employ intentional grouping stipulated by the instructor, or random assignment, while collaborative learning more often
employs student choice of group members. 12 The main features of a group
are collection, perception, needs, shared aims, interdependence, social organization, interaction, cohesiveness, and membership.
2.2. The benefits and limitation of cooperative learning
According to proponents of collaborative learning, the fact that students
are actively exchanging, debating and negotiating ideas within their
groups increases students’ interest in learning. Importantly, by engaging
in discussion and taking responsibility for their learning, students are
encouraged to become critical thinkers.
In order to be effective collaborative learning should include both
“group goals” and “individual accountability.” This means the collaborative learning task must ensure that every group member has learnt something. Ideally, a collaborative learning task would allow for each member
to be responsible for some concept necessary to complete the task. This
implies that every group member will learn their assigned concept and will
be responsible for explaining/teaching this to other members of the group.
In regard to the limitation of cooperative learning, if the implementer
has limited knowledge about cooperative learning various challenges.13
Creating a collaborative classroom can be a wonderfully rewarding opportunity but it is also full of challenges and dilemmas.
2.3. The general concepts about 1 to 5 study program and its
guidelines on the implementation prepared by the MOE and
Addis Ababa City administration Education bureau (AAEB)
According to Critical mass manual published by Ministry of Education,
1 to 5 at the ministry of education on general education is organized com12
13
Ibidem, p. 34.
B.L. Smith, J.T. MacGregor, passim.
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posed from various institutions.14 The deputy minister of the Ministry of
Education will be the chair person. This committee works towards assuring educational quality, infrastructure good governance and presence of
peace and stability in general education across the country. This manual describes that regions would prepare their own critical mass building
manual according to their perspective using this manual as a guide line.
In regard to the guideline prepared to give directions about organizing 1
to 5 groups in schools that are found in Addis Ababa, according to a manual prepared by the City Administration Education Bureau on 2011, the
achievements got on 1 to 5 is not as it is expected to be. This manual defines three objectives of the one to five group. The objectives are: first of
all, enabling students to work together cooperatively by supporting each
other, secondly maximizing students’ knowledge construction skills, and
thirdly, bringing the intended knowledge skills and mental development
to place the expected behavioral change.
According to the manual prepared by the city administration education bureau on 2011, the school 1 to 5 group discussion is led by the school
one to five committee. The chairperson of this committee is the school
director. Representative from the students’ union will be secretary of this
committee. Members of this committee are teaching learning deputy director, the school guidance and councilor, selected students with good
behavior, model civic and ethical education teacher, cluster supervisor,
and secondary school supervisors.
This committee is responsible for, leading, following, and supporting
the school 1 to 5 study program. In addition to this it is the responsibility
of this committee providing the necessary facilities and seeking a solution for emerging problems. It is also responsible to communicate the
activities done through reports with the respected administration office.
The higher archy of the 1 to 5 discussion strategy is the school 1 to 5
group discussion committee reports to the Woreda education office, this
office reports to the sub city education office, and the sub city education
office reports to the city administration education bureau. The city administration education bureau binds all the activities done in one to five
group discussions throughout primary and secondary schools that are
found in this city and disseminate the information for interested bodies.
One to five group compositions among students holds 1 high achiever 2,
middle in academic achievement and 3 low achiever students. According
14
Critical Mass Manual, Addis Ababa 2013 (Ministry of Education), passim.
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to this manual the time for discussion depending on student’s interest it
should have to be from 3:30–5:00 PM.
3. Method of the research
3.1. Research Design
This study is sought to asses the implementation of 1 to 5 members’
group discussion (cooperative learning) program among students and its
tendency to enhance student’s academic achievement in focusing on 913
students in Kokebetsibah secondary and preparatory school. Qualitative
research method was employed in this study. Case study approach will
be basically used for this study, because it provides a unique example of
real people in real situations, enabling readers to understand ideas more
clearly than simply by presenting them with abstract theories or principles. Indeed, a case study can enable readers to understand how ideas and
abstract principles can fit together (Nisbet and Watt 1984, 72–3). Case
studies can penetrate situations in ways that are not always susceptible
to numerical analysis. Specifically, the researcher deploys exploratory
case study method, because it used for a pilot study and other studies or
research questions. The researcher focuses on descriptive ways.
3.2. Population of the study
The target population that are expected to be included in this research
is all the 53 students who studying in grade 913, 1 homeroom teacher in
grade 913, 1 school deputy principal whose work is directly related to monitoring the discussion program and 1 government official from the ministry of education whose job is directly related to the implementation of 1
to 5 cooperative learning program.
3.3. Sampling technique
The sampling technique used for this study is purposive sampling technique. Because it helps to select samples purposively rather than selecting
randomly and to observe analyze and asses the implementation of 1 to 5
group study in depth.
3.4. Determining Sample Frame
The study focuses mainly in the Addis Ababa city administration Yeka
subcity, Kokebetsibah secondary and preparatory school. The reason of
choosing the respected school is because it is a model school and one of
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the best achievers in the rank given by Addis Ababa education bureau
and Yeka subcity education office on 2014/2015 academic year from all
schools. And the reason why grade 9 is chosen is because during the beginning of the research grade 10 and 12 are about to end class. And the
remaining students are grade 11 and 9. From these two grade levels due
to level of implementing 1 to 5 properly the researcher chose Grade 9.
Additionally, due to level of implementing 1 to 5 properly and availability of vast experience the researcher to choose section 13 students.
3.5. Source of Data
To undertake the research study and address its objectives, both primary
and secondary data sources were used. Observation, interview, and document analysis were used as a primary data source. Internet, web sites,
journal articles, books and annual reports related to the issue are referred
as secondary data.
3.6. Data Collection Instrument
The data collecting instruments for this study are observation, interview
and document analysis. Through observation the researcher observes behaviours related to student’s level of participation in the group discussion, tendency of using the time allocated for discussion effectively, way
of regulatory system by the respected governing body, activities conducted during group discussion time. In order to do this, the researcher uses
a check list helping to narrate and compare behaviours. Semi structured
interview is used to explore the real status of implementing 1 to 5 group
study in the respected school, grade and section.
The researcher prepared interview questions and based on those questions as guidelines interview is conducted with the respected students,
homeroom teacher, the school deputy director and the an official from
the ministry of education. Document analysis have been used to check
how students are assigned in each group, and what their results look like
before & after the implementation of cooperative learning program.
3.7. Procedures
The final version of the instrument would be administered to fifty-three
students, one homeroom teacher, one school deputy director, and one
government official from ministry of education. During administering
the interview, all the eight representatives of 1 to 5 members groups were
interviewed within eight days which means one day will be used for each
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group. The respondents would be informed on the purpose of the study
and they would be told that their answer would be kept confidentially so
they have to give answer wisely and gently. In order to avoid biases the
researcher conducts the interview in Amharic language with plain and
clear words.
The interviews with the teacher, deputy director and Ministry of Education official take place in three different days.
3.8. Ethical Consideration
After selecting the respected respondents the researcher explains the
purpose of the study and confidentiality of their response and requests
permission of the school administration and respondent students. All the
three respondents (homeroom teacher, school deputy director, and the
respected government official) have been requested for permission
3.9. Data Analysis and Presentation
After the data is collected, it would be presented and analyzed in a way
to produce relevant information that can answer basic questions of this
research, can meet the objectives of the study and show its future implications. Descriptive data would be used to describe the responses of the
participants from the data collected by using the respected data collecting tools. The research tries to uncover the real situation of the implementation of 1 to 5 group discussion.
4. Results
4.1. The concepts about 1 to 5 members’ group discussion, and
group discussion schedule, regulatory system and group
formation in Kokebetsibah secondary school grade 913
Short description about one to five (Cooperative learning) strategy in
Ethiopia.
The concept of the word 1 to 5 comes from the idea that one high
achiever student is responsible to upgrade academic status of 5 students.
According to the official from MoE the concept of one two five strategy
is drafted on the meeting held in 2007 by the ruling party. It has been
implemented almost in all sectors. In regard with the education sector it
has been started to be implemented starting from 2009/2010. It has been
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implemented among teachers, administrative workers and students. The
aim of one to five group discussion strategies among students is to bring
quality in education, to maximize student’s academic achievement
through cooperative learning and to fill each other’s gap by themselves.
According to the official even if there are many obstacles that hinder the
successful implementation of one to five there are also promising changes
brought by this strategy.
4.2. Group formation, group discussion schedule, and regulatory
system in Kokebetsibah secondary and preparatory school
grade 913
According to respondent teachers and the deputy director, study groups
are placed and organized in grade 9 and 11 based on students regional
and national examination results, while grade 10 and 12 students are assigned by the classroom result in the previous academic year. According
to a manual prepared by the City Administration Education Bureau,15 the
groups were composed of 1 high achiever 2, middle level students and 3
students with low achievment. However, students had doubts about this
composition. The respected respondent students’ opinion was that an imbalance may appear between those groups. Some of them believed that
the grouping system is not revised in a way that can answer the change
in students’ academic achievement observed in the first semester. These
students believed that the regional exam result in grade 8 could not be
a guarantee for confirming their level of academic achievement.
They expressed doubts regarding the result of the exams concidering
the risk that it could be based on cheating. Therefore, they requested assigning group leaders need to be based on classroom participation and
grade 9 as a test result. Scheduled discussion, according to a manual prepared by the city administration education bureau on 2011 depending
on student’s interest, had to take place between from 3:30 – 5:00 PM. The
deputy head of the school, however, advised that, the survey should take
place in a different time and day allowing to discuss the results with the
respected committee called “command post” and the discussion schedule should be pointed by the school. And he expresses that the discussion schedule on 2015/2016 is, on Tuesday each week from 3:00 – 4:00
Pm. But most of the respected respondent students seem to complain on
the schedule, since it is conducted after the regular class time ends, they
15
Critical Mass Manual, passim.
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explain that they become tired and hungry. As result they could lose interest to study cooperatively. But as the school deputy chair explained
in previous years they tried to make it in the morning before the regular class time, but he was forced to change the schedule and make the
meeting after classes due to the fact that most students were coming late
because some of them lived far away from the school and couldn’t reach
it at appointed time.
In regard to regulatory system, according to a manual prepared by the
City Administration Education Bureau,16 the school 1 to 5 group discussion is led by the school 1 to 5 committee. The chairperson of this committee is the school director. A representative from the students’ union is
taking the secretary function of the committee. The members of the committee are teaching learning deputy director, the school guidance and
councilor, selected students with good behavior, model civic and ethical
education teacher, cluster supervisor, and secondary school supervisors.
As the school deputy director explains there is one deputy director who
is responsible for this program and he closely works with all homeroom
teachers, because all homeroom teachers are responsible for organizing
and managing 1 to 5 study program in the respected classroom. Those
homeroom teachers closely work with group leaders and each group leader is responsible for his/her group. He added that, in addition to home
room teachers non-homeroom teachers will be assigned to facilitate students in their discussion day providing support to the homeroom teacher. Therefore, attendance will be taken among students by the respected
teacher and among teachers by the respected deputy director on each discussion day.
But the deputy director believes that there will be some interruptions
in the schedules due to holidays, meetings, examinations and various
occasions. The students also added that possible interruption due to the
group study program. Some respondent students explain that there is
a problem on the regulatory system resulting in repetitive interruption
of the study program.
16
Ibidem.
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5. The activities conducted by students during study session,
student’s role and commitment through hard work with
understanding its objective
According to the school deputy director, in the group discussion day students are expected to work with worksheets provided by the school, while
studying the subject they wish and get peer elaboration on the points
which are not clear for them. In addition to this the deputy director mentioned that each group works on assignments that are given by subject
teachers which is confirm with the respected students. The majority of respondents, however, believies that the study session is highly interrupted
by side talks out of the topic and most of them mentioned that there are
many students who disturb during study session. Especially the leaders
group which admits that they lose interest to lead and spend time in the
discussion program, due to misbehaving students. Most group leaders
believe that engaging in 1 to 5 study sessions for them, is a waste of time.
The researcher observed the discussion for three consecutive weeks.
As per the respected observation the average discussion takes less than
half of the allocated time. Varying one to the other most groups turn
to personal discussion, chat and laughing when the assigned teacher
moves to the other groups. Teacher’s role is very limited especially when
he/she is a teacher of another subject from the worksheet that students are
working with. There is a problem among students that should follow their
group leader’s instructions. Additionally, some of the group leaders seem
to be less interested in the group discussion program. This is expressed
by the tendency of becoming part of the disturbing students while forgetting their role of creating a conducive atmosphere for cooperative learning. As per the researcher observations on the other side there are group
leaders who are devoted to attain the intended goal in the group discussion. The researcher observes that these group leaders try to get the attention of their group members and by discouraging misbehaving activity
and focusing on their activity on the respected session, they try to help
their group members. On the respected observation days the respected
assigned teacher comes with a worksheet prepared by the school and each
group supposes to spend the allocated time discussing on it and trying
to give answers cooperatively.
As the deputy director explains the feedback from the common worksheets will be posted on the worksheet which is a part of students’ educational program, as a result the participants will have chance to check how
PA R T I . T U T O R I N G I N E DU C AT I O N
much of the respected topic concept they have got. But he admitted that
there is a problem in related to consistency.
According to the manual prepared by the City Administration Education Bureau,17 the objectives of 1 to 5 cooperative learning group is,
by working cooperatively and supporting each other developing students’
initiation to learn, know and develop their self-confidence, by developing
students understanding of the lesson maximizing students potential and
enabling students to acquire knowledge, skills, thinking and bringing
effect on behavioral change. As a result, according to the above manual and the school deputy director, the role of each student is extended
to mentioned objectives. The roles pointed by the school deputy director
are fulfilled by students by cooperating and supporting each other filling
the academic gap between group members. In addition to this, students
are expected to work together by their groups when group assignments
are given.
But as we noticed above, the real situation does not fit with this assumption due to the mentioned destructing activities that affect conducting the study program effectively. In regard to commitment the researcher
observes diversified situations. As per the observation made by the researcher there are committed students who wish to benefit from the study
program, these students try to work attentively on the given worksheet,
they try to share what they understood during the lessons. They seem angry when misbehaving students try to interfere the discussion. But there
are also other groups of students who seem to lack interest and commitment to attain the intended outcome from the discussion; that they are
busy of diverting the attention of group members. They try to make fun
on their friends, laugh, and chat on issues that are out of the intended
lesson, and reserve themselves from being part of the discussion.
6. The outlook of changes in student’s academic achievement
by the group discussion, factors affecting the discussion
program and recommended solutions by respondents
As mentioned above the main target of 1 to 5 group discussion is by working cooperatively and supporting each other filling the academic gap
among group members. The result in of the successful implementation
of the group discussion program is expected to bring positive effect on
17
Ibidem.
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student’s academic achievement. Therefore the researcher tries to cross
check whether there is a tangible academic change before and after the
study program. Based on the documentation collected from the school
the following results are recorded by the respected students on the first
and second semester mid examinations. The researcher chooses to compare mid exams because of the possibility to observe students independent test results clearly. The comparison of students summarized result out
of hundred it could be affected by inflation of points due to inappropriate
grading system under the name of continuous assessment by misunderstanding the concept. The second reason is that it is fair to compare same
type of assessments. In regard to this even if there is a first semester final
exam result, the second semester final exam is not administered so far.
Therefore, the best result to compare is the first and second semester respected respondent students’ mid examination results.
The test scores presented from the first and second mid semester grade
913 are presented in the following table.
Table 1. Grade 913 student’s first vs second semester test result comparison
subject
Number of students with score below
50%
1st semester
Amharic
1
%
1.88
2nd semester
5
%
Number of students with score above
50%
1st semester
%
2nd semester
%
9.80
52 98.11
46 90.17
English
21 39.62
10 18.86
32 60.37
43 81.13
Mathematics
22 42.30
6 11.76
30 57.69
45 88.23
Civics
21 40.38
2
3.92
31 59.61
49 96.07
Physics
19 36.53
1
1.96
33 63.46
50 98.03
Chemistry
18 33.96
3
5.88
35 66.03
48 94.11
Biology
19 35.84
3
5.88
34 64.15
48 94.11
geography
11 20.75
12 23.52
42 79.24
39 76.47
History
19 35.84
19 37.25
34 64.15
32 62.74
NB: in the table of some subjects the total number of students is less than 53. This is because there
are students who did not attend the exam due to various reasons (illness, being late more than the
regulated time, etc.)
Source: 2016 pilot study.
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According to the above table, in many subjects there is improvement of the results from the first in comparison to the second semester. In three of the subjects (Amharic, Geography and History)
students test score in the first semester is better than in the second
semester. Even if the above test score shows that there is improvement
on results it is necessary to check whether this change is due to the
respected 1 to 5 group discussions or not. Because as most of respondent students, believes that they did not benefit from the applied 1 to 5
study program.
The major factors affecting the cooperative learning program as indicated by respondent students are:
• Inappropriateness of the study time
• Irregularities on the program
• Lack of commitment among teachers to support students appropriately
• Misbehaving activities and lack of interest among students
• Lack of adequate awareness among students on the discussion program
• Lack of effective regulatory system rising repeatedly.
The school teachers and educational leadership development deputy
director accepts most of the comments given by the participants. But
explains that the point raised by the students in related to lack of commitment among teachers, does not represent all the teachers who took
part in the program, but rather admitted that this behavior may refer
to particular group of teachers. The deputy director highlighted that
they are working towards creating awareness among students about the
objective and purpose of the group study program.
The next question to the students is regarding possible solutions of the
above problems listed by them. The summary of their responses is the
following:
• Adjusting the study schedule
• Instead of spending most of the time working with the worksheet
prepared by the school they comment that they should have to get
a time for elaboration by subject teachers on topics that is not clear
for them
• Additional awareness about the purpose and objective of 1 to 5
study program should be created among the students and teachers.
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• Placing strong regulatory system, especially in terms of misbehaving students control.
• Avoiding irregularities during the study sessions
• Placement of students in each group should be based on the actual
classroom test scores and after considering the changes that may
occur from time to time. Therefore, groups need to be revised.
7. Conclusion and recommendation
7.1. Conclusion
Cooperative learning strategy is believed to be a very important tool for
maximizing student’s academic achievement. Most of the research literature suggests that such kind of groups need to follow “a swim or sink
together” approach18 putting stress on the group reward. However, the
above work refers to the assessment system based on individual basis.
The points given for group effort are not fully compatible with the above
statement. The results of my analysis also support the idea that the group
reward is more essential than individual based assessment in terms of
enhancing the effectiveness of cooperative learning. Regarding the number of group members, according to B.A. Ward, the groups of four to six
students are more effective than larger groups. In a real situation number
of members in a given 1 to 5 group is 6. The research outcome confirms
that small group sizes are more manageable by group leaders. But there
should be also an adequate transmission of information regarding the
objective and purpose of the study program. In regard to this, the research reveals the necessity of awareness creation and confirms the idea
of B.A. Ward. She stated that the teacher must specify subtasks and assign
responsibility for completion of them.
The result of the study also supports the concept of heterogeneity during group formation. As stated above those groups who discuss in a better way are groups that are composed of varied ability groups. The thesis
that the expectation of additional information is growing with the level
of task content variations was confirmed. Another point of the research
findings refers to the group conflict as a major challenge that can diminish team spirit. In the groups that misbehaving activities were noticed
18
B.A.Ward, Instructional Grouping in the Classroom, School Improvement Research
Series Close-Up #2, Portland 1987 (The School Improvement Program of the Northwest Regional Educational Laboratory).
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by the observer, the main problem for the discussion was the conflict of
interests. The conflict of interests is caused most often by disagreement
on the subject, the topic on which the group should focus, the way of
studding, etc.
The idea of positive interdependence also has the potential to create
a tangible difference. Those with positive interdependence discuss genuinely in a “give and take” manner while in groups with totally dependent
students found, there is narrow room for exchange of ideas and the rest
accepts the word of the dominant student. This research also confirms
that the 1 to 5 group discussion strategy is based on scientific ground,
but the observations and conclusion of our study uncovered also the limitations on the implementation of this strategy. The inconvenience of the
schedule towards students interest, lack of awareness among students and
teachers about the program, lack of placing and mechanism to control
misbehaving students are among the major limitations that were noticed.
7.2. Recommendations
Taking into consideration the results presented and discussed in the previous chapters we can conclude that the implementation of the 1 to 5 cooperative learning strategies brings changes, but not always does work
the way it was intended to work. The data collected during the research
shows that the change is not as expected to be. After analyzing the results
of the experiment we can recommend: all respected participants need
to work together in order to assure strength of regulatory system and
implementing this strategy by conducting students’ assessment in each
school analyzing actual situation and engaging students’ attention. Researcher believes that that the real change in students’ academic achievement can function only with the idea of positive interdependence and
group rewarding system. On top of all there should be a room for further
researches in regards to the issues related with the results of 1 to 5 group
discussion towards actual students’ academic achievement, method of
conducting the discussion and its effectiveness, the cause and solution for
misbehaving activities during group discussion and related issues.
8. References
1 to 5 Group Organization Manual, Addis Ababa 2011 (Addis Ababa Education
Bureau).
140
141
E Y U E I L A . D E M I S S I E . C O O P E R AT I V E L E A R N I N G S T R AT E G Y
Bruffee K.A., Collaborative Learning and the “Conversation of Mankind”, [in:]
Collaborative Learning, pp. 30–46.
Collaborative Learning: A Sourcebook for Higher Education, eds. A.S. Goodsell,
M.R., Maher, V. Tinto, B.L. Smith, J. MacGregor, University Park 1992 (National Center on Postsecondary Teaching, Learning, and Assessment).
Critical Mass Manual, Addis Ababa 2013 (Ministry of Education).
Davidson N., Major C.H., Boundary Crossings: Cooperative Learning, Collaborative Learning, and Problem-Based Learning, Journal on Excellence in College
Teaching, vol. 25 (3–4) (2014), pp. 7–55.
Li M.P., Lam B.H., Cooperative learning, Hong Kong 2005 (The Hong Kong Institute of Education).
Smith B.L., MacGregor J.T., What is Collaborative Learning?, [in:] Collaborative
Learning, pp. 10–30.
Ward B.A., Instructional Grouping in the Classroom, School Improvement Research Series Close-Up #2, Portland 1987 (The School Improvement Program of the Northwest Regional Educational Laboratory).
9. Summary
The aim of this research is to assess the implementation of 1 to 5 group discussion (Cooperative learning) study program among students and its tendency to enhance academic achievement. The study mainly focuses on the case of
Kokebetsibah secondary and preparatory school, grade 913 students. Participation as respondents in the study take 53 students, 1 deputy director and 1 government official from the ministry of education. The data is collected through
observation, interview and document analysis. The groups are formed on the
basis of their abilities assuring also their heterogeneity. There is lack of awareness among group members regarding the objective and purpose of the discussion program and also about their role in their respected group. This method
left a room for misbehaving activity. In regard to creating a sense of positive
interdependence some students managed to practice it, while others seem to be
totally dependent on the group leader. Hot discussions and wider exchange of
ideas could be observed in some of the groups, while in other groups passive
listeners spent all the session by listening what the group leader says. Therefore,
further studies are still need to be performed in order to narrow this gap.
Perspektívy stratégie service
learning v univerzitnom vzdelávaní
a pozícia učiteľa v jej rámcoch
Z U Z A N A BA R I A KOVÁ , M A R T I N A K U B E A L A KOVÁ
Banská Bystrica
keywords . service learning strategy, universities, education, teacher,
tutor
1. Učiace sa Slovensko1
Tlaky pracovného trhu na vysoké školy sú v súčasnosti na Slovensku každodennou realitou. Zamestnávatelia očakávajú, že dostanú absolventov,
ktorí majú dostatok odborných poznatkov, praktických skúseností a tzv.
„mäkkých zručností“ (soft skills), že dokážu viesť tím, komunikovať so
svojimi partnermi, vyjednávať a riešiť konflikty, nadväzovať kontakty,
strategicky a kreatívne myslieť, budú odolní voči stresu, asertívni, ale aj
empatickí, samostatní, so schopnosťou sebareflexie. Chcú zasahovať aj
do štruktúry študijných odborov a počtov študujúcich2. Ako sa však ti1
2
Názov používame vo všeobecnej rovine, ale aj konkrétnej, odkazujúcej na Národný
program rozvoja výchovy a vzdelávania, Burjan V. et al., Učiace sa Slovensko. Národný program rozvoja výchovy a vzdelávania. Návrh na verejnú diskusiu, (Ministerstvo školstva, vedy, výskumu a športu Slovenskej republiky), Bratislava 2017, https://www.minedu.sk/data/files/6987_uciace_sa_slovensko.pdf, dostupné 20.05.2017
(further as Učiace sa Slovensko).
V riadení vysokých škôl sa to prejavuje ako nevyváženosť medzi samosprávnymi
akademickými mechanizmami, ktoré sú vlastné tradičným modelom, a manažérskym prístupom, ktorý je vlastný súčasným neoliberálnym trendom. Preto je potrebné hľadať model riadenia, ktorý dokáže zladiť aspekty tradičnej akademickej
samosprávy so samostatným manažérskym rozhodovaním. Základnou otázkou je,
či (a ako) je možné riadiť vysokú školu ako každú inú korporáciu v trhovom prostredí alebo sú tu špecifiká akademického prostredia, ktoré ani jeho manažment nemôže
obísť, ak nechce stroskotať. Ďalším problémom sú oblasti kompetencií vnútorných
orgánov vysokých škôl, v ktorých sa nedostatočne rozlišuje medzi „zákonodarnou“
funkciou akademických „parlamentov“ (senátov) a výkonnou funkciou vrcholového
manažmentu. K problému rozdelenia kompetencií však patrí aj otázka, do akej miery majú vstupovať do riadenia vysokých škôl aktéri z externého prostredia, akými
cestami a s akým cieľom (napr. členovia správnej rady).
PA R T I . T U T O R I N G I N E DU C AT I O N
eto tendencie premietajú do problémov, ale aj perspektív súčasného vzdelávacieho systému na Slovensku reflektuje najaktuálnejšie dokument
Učiace sa Slovensko, ktorý predstavuje základ pre formuláciu národného
programu rozvoja výchovy a vzdelávania v 10-ročnom výhľade. Znenie
jedného z cieľov Bude sa viac ako doteraz podporovať tvorba profesijne
orientovaných bakalárskych študijných programov v spolupráci s podnikateľskou sférou, ako aj celková spôsobilosť vysokých škôl reagovať na potreby
zabezpečenia dostatočnej kapacity kvalifikovanej pracovnej sily na pozície...3. dokladá úzku prepojenosť na primárne hospodársku prax, ako aj
tlak podnikateľských subjektov na posilnenie tých študijných programov,
ktoré k hospodárskej či výrobnej praxi môžu prispieť. Vytváranie neustáleho nátlaku na vysoké školy, aby dostatočne pružne reagovali na potreby
zabezpečenia dostatočnej kapacity kvalifikovanej pracovnej sily na pozície, znamená hlboké nepochopenie ich významu, pretože hlavná hodnota
vzdelania nespočíva vo zvyšovaní ekonomickej produktivity. Napríklad
anglický filozof Robert Scruton sa pokúša rehabilitovať klasickú hodnotu neužitočnosti univerzitného vzdelávania, keď píše, že kedysi univerzita
budovala posvätný obranný val okolo spoločenských hodnôt a tradícií.
Zvyšky týchto „neužitočných znalostí“, ktoré sa nakoniec v živote ukážu
ako najnosnejšie, rozvíjajú odbory, ktoré dokážu pestovať zdravý rozum,
kritickú myseľ schopnú chápať stále meniaci sa vonkajší svet4.
Je to skoro až neuveriteľné, ak si uvedomíme, že ešte pomerne nedávno
tvorili univerzity samosprávne spoločenstvá a neboli súčasťou štátom riadeného vzdelávacieho systému. V polovici 19. storočia sa univerzity síce
chápali ako centrá spoločenskej moci, ale okrem verejných zastávali aj čisto
vnútorné ciele. Okrem návyku na systematickú intelektuálnu prácu a pestovanie úcty k duchovnému životu mala univerzita každému vštepovať vedomie dôležitosti hodnôt spolu s poznaním ich spoločenskej funkcie5.
Vyššie vzdelanie prestalo byť výsadou, stalo sa samozrejmosťou.
O zložitosti a nie celkom zrozumiteľnej situácii, v ktorej sa slovenské univerzity ocitli, vypovedajú často značne protichodné postrehy. Masifikácia
vysokoškolského štúdia spôsobila, že sa v praxi často o pracovné miesta
uchádzajú nadmieru kvalifikovaní a nedostatočne flexibilní uchádzači. V súčasnosti máme na Slovensku približne 30 fakúlt pripravujúcich
3
4
5
Učiace sa Slovensko, s. 163.
Porovnaj R. Scruton, Idea univerzity, trans. J. Žegklitz, Praha 2002, http://www.obcinst.cz/idea-university, dostupné 20.05.2017.
Porovnaj J.H. Newman, Idea univerzity, Praha 2014 (Krystal OP), passim.
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Z U Z A N A B A R I A KOVÁ , M A R T I N A K U B E A L A KOVÁ . P E R S P E K T Í V Y
učiteľov, na ktorých každoročne začína štúdium 6–8 tisíc maturantov.
V rovnako veľkom Fínsku prijímajú na 8 fakúlt pripravujúcich učiteľov
asi 2 000 študentov ročne, pričom ich vyberajú až z desaťnásobného
počtu uchádzačov. Extenzívny rast počtu vysokých škôl na Slovensku
je dôsledkom dlhodobej nekoncepčnej politiky slovenských politických
garnitúr, ktoré ho v nedávnej minulosti iniciovali a schválením vzniku
jednotlivých univerzít v NR SR aj politicky zastrešili. Verejnosti je pritom
presýtenosť vysokoškolského priestoru prezentovaná ako problém spôsobený výlučne samotnými univerzitami. Neustále poukazovanie na nízku
kvalitu a tlačenie univerzít do čoraz extrémnejších kvantitatívnych výkonov paralyzujú slovenské vysoké školstvo, ktoré je v súčasnosti nastavené
len na prežívanie, nie na rozvoj. Málokedy sa však v týchto kritických
výpadoch objaví konštruktívny nápad, ktorý by rozvinul ideu univerzitného vzdelávania v prospech ďalších generácií. Takéto nezdravé prostredie založené na umelej vnútrouniverzitnej aj medziuniverzitnej konkurencii sa potom premieta do prakticky neexistujúceho spoločného hlasu
slovenských vysokých škôl smerom k vláde, ministerstvám a verejnosti.
Podriadenie rozpočtovej politiky výlučne kvantifikačným kritériám doviedlo vysoké školy k celoplošnému obmedzovaniu prijímacích pohovorov aj pri takej špecifickej profesii, akou je učiteľstvo. Hľadanie inšpirácií, ako skvalitniť naše vysokoškolské vzdelávanie učiteľov vo vybraných
krajinách EÚ, nemôže zohľadňovať len kritérium vzájomnej podobnosti
na základe počtu obyvateľstva, ale aj investícií do vzdelávacieho procesu.
Napríklad nástupný plat slovenského učiteľa je takmer päťnásobne nižší
ako mzda učiteľa z Fínska. Preto aj navrhovaná redukcia počtu fakúlt
pripravujúcich učiteľov nebude automaticky zárukou skvalitnenia prijatých adeptov na štúdium učiteľstva, ak nepôjde ruka v ruke s redukciou
finančnej diskriminácie učiteľskej profesie.
2. Vzdelávanie v tekutom svete
Základná filozofia, ktorá sa premieta do obsahu Učiaceho sa Slovenska, akcentuje celoživotný proces učenia sa človeka ako jadro jeho ľudskej prirodzenosti a kľúč k úspešnému životu6. Vychádza z predpokladu, že človek sa učí
od svojho príchodu na svet v inštitúciách alebo mimo nich. V súčasnosti ale
jedinec nie je vzdelaný, je celoživotne vzdelávaný a vzdelávajúci sa. Je preto
nevyhnutné nanovo definovať vzdelaného človeka: za vzdelaného sa pova6
https://www.minedu.sk/data/files/6987_uciace_sa_slovensko.pdf, čtení 25.12.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
žuje ten, kto sa naučil, ako sa učiť, a bude sa učiť po celý život. Rakúsky filozof Konrad P. Liessmann zastáva názor, že myšlienka celoživotného vzdelávania pripomína doživotné odsúdenie, odkiaľ únikom je len smrť7. Podľa
neho sa celoživotné učenie stalo nevyhnutnosťou, pri ktorej nikto presne
nevie, čo sa má učiť a prečo sa učiť. Antika považovala múdrosť za výslednicu dosiahnutých vedomostí, schopností a skúseností, ktoré až po dlhom čase
bolo možné zlúčiť do skutočnej jednoty. Lenže takéto chápanie múdrosti nie
je cieľom celoživotného vzdelávania, pretože je bez cieľa, keďže ten sa zredukoval na prostriedok vzťahu. Sociológ Zygmunt Bauman popísal náhly
rozpad modernej ilúzie, že cesta, po ktorej kráčame, má nejaký dosiahnuteľný koniec, že stav dokonalosti existuje8. Tým zároveň podal charakteristiky
celoživotného vzdelávania. Dôraz sa kladie na sebauplatnenie jedinca, ktorý
sám preberá plnú zodpovednosť za dôsledky svojho konania. On sám má zistiť, aké má dispozície, maximálne ich využiť k dosiahnutiu určených cieľov,
ktoré bude ďalej aktualizovať. Relatívne stabilný koncept vzdelávania už
neexistuje, človek vzdelávaný sa ocitá na maratónskej edukačnej trati. Liessmann tvrdí, že vzdelanie sa začína zvedavosťou, ktorá, ak je odnímaná,
odoberá sa spolu s ňou aj šanca na vzdelávanie sa. Zvedavosťou sa zakúša,
aký svet okolo je9. Túžba po poznaní neurčuje v jej priebehu, aké ciele dosahuje alebo má dosahovať. V súčasnosti sa má jedinec vyznačovať schopnosťou byť celoživotne zamestnateľný, čo znamená funkčne10 použiteľný. Preto
sa enormné úsilie kladie na také kompetencie, ktoré sa dajú využiť vo viacerých povolaniach – a označujeme ich ako kľúčové kompetencie. Vďaka nim
sa má človek úspešne vyrovnávať so zmenami v pracovnom, spoločenskom
a aj osobnom živote. Liessmann ale tvrdí, že nahliadanie na človeka ako
na stroj disponujúci kompetenciami, po ktorých môže siahnuť práve vtedy,
keď to potrebuje, predstavuje nielen isté ochudobnenie, ale tiež neuznáva
možnosti, ktoré spočívajú vo vzdelávateľnosti človeka. Zámena všeobecného cieľa vzdelávania za dosiahnutie určitých kompetencií preto vedie ešte
k ďalšiemu problému, nie je totiž zárukou, že ľudské konanie bude tvorivé.
Ukazuje sa, že pojem kompetencie nie je dostatočne objasnený11.
7
8
9
10
11
K.P. Liessmann, Teorie nevzdělanosti. Omyly společnosti vědění, Praha 2008 (Academia), passim.
Z. Bauman, Úvahy o postmoderní době, Praha 2002 (Slon), passim.
Porovnaj K.P. Liessmann, Hodina duchů, Praha 2015 (Academia), passim.
To znamená, že aj umenie a vedy smú byť nárokované a sprostredkovávané výlučne
z perspektívy, podľa ktorej sa nejakým spôsobom využijú v živote.
V mnohých prípadoch nie je zďaleka jasné, akými postupmi a metódami majú vyučujúci reálne dospieť k formovaniu kompetencií u svojich žiakov. Vyčleňovanie jed-
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3. Service learning ako možnosť a rola učiteľa v ňom
Pri takto rámcovaných úvahách o súčasnom ponímaní vzdelania, vzdelávania (sa) a univerzít na Slovensku by sme mohli pomenovať aj krajné
póly prístupov k procesu edukácie. Na jednej strane je to prísne kvantifikovaný ekonomický prístup, ktorý nazerá na absolventa vzdelávacieho
procesu ako na ľudský zdroj a očakáva od neho absolútnu pripravenosť
(odbornú aj osobnostnú) už pri vstupe do pracovného sveta. Kvalita školského systému je potom posudzovaná podľa efektivity účelnosti a hospodárnosti a sleduje sa najmä jej akontabilita – zúčtovateľná zodpovednosť
vzdelávacej inštitúcie za kvalitu služieb a výsledkov vzdelávania, aby sa
bilančne preukázala adekvátnosť poskytnutých prostriedkov na kontrolovateľné cieľové výkony12. Na druhej strane je prístup chrániaci tradičné ponímanie univerzity opierajúci sa o Platónovu akadémiu a tradíciu
humboldtovskej univerzity ako ideál jednoty čistého bádania a vyučovania, pri ktorom je vzdelávanie oddelené od praktických potrieb spoločnosti a na absolventa nazerá ako na v procese vzdelávania rozvinutú
tvorivú mysliacu bytosť.
Je zrejmé, že ani jedna z týchto krajných polôh nepredstavuje (nielen)
pre slovenské univerzitné prostredie konštruktívny prvok. Reformisti
hrozia tradičným vysokým školám, ktoré sa neprispôsobia meniacim
sa podmienkam, zánikom. Tradicionalisti sa kŕčovito držia hĺbkových
princípov, čo ich nutne izoluje, ale model uzavretej školy už zrejme dohral svoju historickú rolu (odkazuje na to aj koncept tzv. tretieho poslania
univerzít13). Akokoľvek je autorkám príspevku blízky práve tradičný mo-
12
13
notlivých kompetencií skôr vyvoláva zdanie merateľnosti, čo však predznamenáva
ďalší problém, či je vôbec možné všetky požadované kompetencie merať.
Porovnaj Š. Švec, Základné pojmy v pedagogike a andragogike, Bratislava 1995 (IRIS),
passim.
Dnešné univerzity uvažujú o svojej úlohe pre spoločnosť a vzťahoch s jej zložkami,
inštitúciami a komunitami. Táto väzba medzi vysokoškolským vzdelávaním a spoločnosťou sa považuje za tretie poslanie univerzít. Koncept tretieho poslania vo všeobecnosti zahŕňa mnohé z novovznikajúcich požiadaviek vo vzťahu k univerzitám,
najmä požiadavku zastať viditeľnejšiu rolu pri stimulovaní využívania vedomostí
na dosiahnutie sociálneho, kultúrneho a ekonomického rozvoja. V roku 2000 Európska rada predstavila Lisabonskú agendu (2000), v ktorej sa utilitárna produkcia
vzdelania a transfer univerzitných vedomostí stali dôležitou politickou agendou.
Tento vzťah k „vonkajšiemu svetu“ by mal byť zameraný na tri súvisiace oblasti:
vzdelávanie, výskum a sociálnu angažovanosť v súlade s regionálnym/národným
rozvojom. Tretie poslanie nie je teda izolovanou (alebo reziduálnou) funkciou, ale
je komplementárne k prvým dvom poslaniam univerzít; Lisabonská agenda https://
euractiv.sk/fokus/veda-a-inovacie/lisabonska-agenda, dostupné 20.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
del vzdelávania a odmietajú podľahnúť hrozbám o jeho zániku či tlakom
hospodárskej praxe, sú nútené hľadať v oblasti pedagogických prístupov
k vzdelávaniu také stratégie, ktoré nepoprú tradíciu v zmysle hodnoty vzdelania a myslenia, no súčasne prispejú aj explicitne k rozvoju, jazykom
reformistov povedané, kľúčových kompetencií. Ak však takéto chápanie
označíme ako dobovú nevyhnutnosť, potom je povinnosťou vzdelávacích
inštitúcií hľadať možnosti, ako vrátiť vzdelávaniu aj orientáciu na kontextové (hlbšie) poznanie a jeho trvácnosť.
V tejto súvislosti je zaujímavý koncept vzdelávania založený na stratégii service learning14, ktorá predstavuje plne etablovanú vyučovaciu
stratégiu známu takmer na celom svete. Jej podstatou je zmysluplné prepojenie kurikula s prácou s komunitou, teda učenie (sa) prostredníctvom
služby v komunite. Service learning sa v tomto smere ukazuje ako vhodná
stratégia, ako dosiahnuť oboje. Na jednej strane sú jeho piliere postavené na spolupráci študentstva, školy a komunity, čím vzdelávanie otvára
praxi, dáva možnosť uvedomiť si reálny rozmer dosahovaného poznania
aj osobnostného rozvoja, ich využiteľnosť aj limity. Tým cielene podporuje otvorenosť školského prostredia súdobej realite a snaží sa špecificky
volenými aktivitami podporovať prípravu na úspešné nielen začlenenie
sa, ale aj uplatnenie sa. Na strane druhej môže uspokojivo aktivizovať
zúčastnené strany, najmä však pre nás kľúčové študentstvo, keď aktívna
participácia na service learningových projektoch (od vymyslenia idey cez
prieskum situácie, plánovanie, organizáciu, realizáciu až vyhodnotenie)
robí študentov priamo účastných, škola, ktorá takto realizuje časť svojho
kurikula, vytvára ďalšie príležitosti na sebarealizáciu, podporuje u študentov a žiakov to, čo ich zaujíma a čo chcú robiť, umožňuje im dotknúť
sa reality, pričom kontextovo využívajú vedomosti a zručnosti nadobudnuté formálnym aj neformálnym vzdelávaním. Tak sa popri formách
14
V 60. rokoch 20. storočia sa v Spojených štátoch amerických začal používať termín
service learning aj na označenie učebnej stratégie a postupne sa aplikoval na všetkých stupňoch a typoch škôl. Následne prenikol do vzdelávacieho systému viacerých
európskych stredných škôl a univerzít, rozvinul sa tiež v Južnej Amerike, Austrálii
a Japonsku a v súčasnosti aj na niektorých slovenských univerzitách. Na Univerzite
Mateja Bela v Banskej Bystrici sú aplikované štyri modely service learningu vymedzené Barbarou Jacoby: kurz, v ktorom je service learning možnosťou (predmet tretí
sektor a mimovládne organizácie); service learning ako alternatíva ku klasickému
kurzu (predmet práca s rómskou komunitou); výskum uskutočňovaný v komunite (predmet metodológia vied o človeku); kurz service learningu (predmet service
learning 1 a 2); B. Jacoby et al., Service-Learning in Higher Education. Concepts and
Practices, San Francisco 1996 (Jossey Bass), passim.
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Z U Z A N A B A R I A KOVÁ , M A R T I N A K U B E A L A KOVÁ . P E R S P E K T Í V Y
štúdia sústredených na rozvoj odbornosti začínajú formovať študentské
tímy neraz tvorené naprieč viacerými študijnými programami, ktoré
časť svojho vysokoškolského štúdia realizujú v komunite. Spoznávajú jej
problémy a potreby a spolu s ňou vytvárajú projekty, prostredníctvom
ktorých sa učia aj pomáhajú. Preto service learningové projekty možno vnímať ako jeden z vyučovacích nástrojov, ktorý prispieva k rozvoju odborného aj osobnostného potenciálu vysokoškolského študentstva.
Významný potenciál tejto stratégie je aj v tom, že je založená na interdisciplinárnom a prierezovom prístupe. Reálne potreby komunít, ktoré
študenti a študentky v procese učenia (sa) riešia, totiž nie sú štruktúrované do predmetov, ale vyžadujú vnímanie širokých súvislostí a interdisciplinárnu spoluprácu.
Základnou myšlienkou stratégie service learning sa tak stáva téza
o prieniku potrieb študentstva, komunity a organizácie (školy). To implikuje jej zameranie nielen na proces učenia, ale aj na proces učenia sa,
z čoho vyplýva základná definícia vytvorená výskumným kolektívom
z Univerzity Mateja Bela v Banskej Bystrici15. Podľa nej je service learning
stratégiou aktívneho učenia a učenia sa založenou na službe v prospech iných s cieľom formovania občianskej zodpovednosti a rozvoja
osobnosti študentov a študentiek. Pri takto vymedzenom chápaní je nevyhnutné vždy nanovo definovať potreby študentstva, potreby komunity
a potreby organizácie. Na ich prienik sa potom reaguje cielene zvolenou
aktivitou, ktorá pri dodržaní všetkých stanovených zásad16 môže vyústiť
do úspešného naplnenia zistených potrieb.
Vďaka tejto stratégii univerzity plnia komplexne svoje základné poslanie a pripravujú novú generáciu odborníkov, ktorá dokáže integrovať
nadobudnuté akademické kvality so spoločenskou zodpovednosťou a občianskou angažovanosťou. Ako uvádza Clayss, Latinsko-americké centrum pre service learning so sídlom v Buenos Aires,17 myšlienka service
15
16
17
A. Brozmanová Gregorová et al., Service learning. Inovatívna stratégia učenia (sa),
Banská Bystrica 2014 (Vydavateľstvo Univerzity Mateja Bela v Banskej Bystrici – Belianum), passim.
M. Cooper, The Big Dummy’s Guide to Service-learning: 27 Simple Answers to Good
Questions on: Faculty, Programmatic, Student, Administrative, Non Profit Issues,
Miami 2005, http://www.fiu.edu/-time4chg/Library/bigdummy.html, dostupné
20.05.2017; E. Fiske, Learning in Deed. The Power of Service-Learning for American
Schools. A Report from National Commission on Service Learning, Battle Creek 2002
(W.K. Kellogg Foundation), passim.
CLAYSS. A Service-learning proposal for universities. [Complementary text 1 for participants in CLAYSS service-learning capacity building program for universities],
PA R T I . T U T O R I N G I N E DU C AT I O N
learningu sa zameriava na odstránenie priepasti medzi sociálnou angažovanosťou a akademickým životom a zároveň na budovanie mostov
medzi „serióznymi vedcami“ a spoločensky angažovanými univerzitami, na vytváranie synergie medzi tromi poslaniami univerzít. Domnievame sa však, že aj napriek novodobým trendom v ponímaní roly učiteľa,
úspešnosť realizovaného service learningového vzdelávania závisí značne
práve od jeho kompetentnosti. Do súčasnej edukácie čoraz viac preniká
dôraz na samostatnosť žiakov a študentov, ktoré sú často identifikované
v odpovediach typu konečne sa nás niekto pýta na náš názor a na to, čo
chceme a reálne potrebujeme. Treba si však uvedomiť mieru osobnostnej
kompetencie žiaka či študenta relevantne pomenovať reálnu potrebu, ako
aj s nadhľadom vnímať študentský kritický postoj voči rozsahu priestoru ponechaného na vyslovenie vlastného názoru. Z praxe totiž vieme, že
neraz tento priestor nie je študentmi využitý nie preto, že by neexistoval,
ale preto, že ich schopnosť verbalizovať názor je znížená vplyvom práve
nízkej vedomostnej úrovne o diskutovanej téme18.
Podľa paragrafu 13 zákona č. 317/2009 Z. z. o pedagogických zamestnancoch a odborných zamestnancoch a o zmene a doplnení niektorých
zákonov učiteľ vykonáva pedagogickú činnosť pri uskutočňovaní školského vzdelávacieho programu19 alebo pri poskytovaní kontinuálneho
vzdelávania, pričom pedagogickou činnosťou sa rozumie „súbor pracovných činností vykonávaných priamou výchovno-vzdelávacou činnosťou
a ostatnými činnosťami s ňou súvisiacimi, ktoré zamestnávateľ ustanoví
v pracovnom poriadku“ (paragraf 3 odsek 2 zákona č. 317/2009)20. Bez
toho, aby sme zachádzali do etymológie a vývoja významov dvoch kľúčových slov výchova a vzdelávanie, bežné slovníkové definície (napríklad
Krátky slovník slovenského jazyka, 2003) chápu učiteľa ako toho, kto vyučuje, teda systematicky vzdeláva vo vyučovacom procese, pričom vy-
18
19
20
Buenos Aires 2013 (CLAYSS), www.clayss.org, dostupné 20.05.2017.
Tu sa nám otvára ďalší problém, ako súčasná spoločnosť rozumie slovu vzdelanosť,
ako vníma hodnotu vzdelanosti a v akých významoch s pojmom vzdelanosť narába.
Nadradeným termínom je štátny vzdelávací program, ktorý určuje okrem iného ciele vzdelávania a vzdelávacie štandardy pre jednotlivé stupne a typy škôl.
Pre úvahy, ktoré rozvinieme neskôr, je zaujímavým aj paragraf 15 zákona č. 317/2009,
ktorý definuje vychovávateľa ako osobu vykonávajúcu pedagogickú činnosť v rámci
výchovného programu a cieľom jej činnosti je rozvíjať vedomosti, zručnosti a postoje žiakov získané vo výchovno-vzdelávacej činnosti. Výchovným programom podľa
paragrafu 8 zákona č. 245/2008 rozumieme základný dokument školského zariadenia (podľa ministerských odporučení si ho vytvára každá škola sama), podľa ktorého
sa uskutočňuje výchovno-vzdelávacia činnosť.
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chovávateľ je ten, kto vychováva, kde vychovávať znamená zabezpečiť,
poskytnúť výchovu, výchovou formovať a výchova je 1. sústavné cieľavedomé pôsobenie na (mladého) človeka zabezpečujúce jeho všestranný
rozvoj, 2. systematické vzdelávanie v istej oblasti.
Prax, základné legislatívne rámce Slovenskej republiky, ale aj mnohé
definície pedagogických vied tieto činnosti kombinujú. Napríklad Mariana
Sirotová21 konštatuje, že definície pojmu učiteľ sa zhodujú v tom, že učiteľ
je kvalifikovaný profesionál, ktorého úlohou je vychovávať a vzdelávať svojich žiakov či študentov s cieľom čo najoptimálnejšieho rozvoja ich osobností,
či už prostredníctvom prezentovania (odovzdávania) informácií, postojov
a schopností, alebo usmerňovania činnosti žiakov a študentov, počas ktorej
si osvojujú poznatky, vytvárajú postoje a schopnosti.
Najaktuálnejším cieľom ministerstva školstva SR, vychádzajúc z dokumentu Učiace sa Slovenskoje nové poňatie profesie učiteľa a funkcie školy, kde učiteľ je sprievodcom žiakov v procese učenia sa, nie sprostredkovateľom poznatkov. Škola je miestom individuálneho rozvoja žiakov,
tímovej spolupráce a komunikácie všetkých aktérov vzdelávania a širšej
verejnosti (zvýraznili autorky)22. Autori dokumentu sa odvolávajú na krízu učiteľskej profesie a fakt, že „škola stratila vzdelávací monopol“, pričom
nové poňatie profesie učiteľa sa pokúsia premietnuť aj do zmeny znenia
legislatívnych noriem. Podľa tejto novej koncepcie má byť poslanie učiteľa
definované tak, aby v procese vzdelávania rozvíjal múdrosť žiakov, ich sebaúctu a úctu voči všetkým a všetkému. Aby podporoval ich zodpovednosť
za seba a voči ľuďom aj prostrediu okolo seba, ich autonómnosť pri prijímaní svojich rozhodnutí a preberaní zodpovednosti za tieto rozhodnutia. Aby
stimuloval ich iniciatívu, kreativitu a samostatnosť, odhaľoval a rozvíjal
ich špecifické talenty a nadania. Aby bol uvedomelým lídrom žiakov. Aby
svojím pôsobením napomáhal rodičom pri výchove a vzdelávaní ich detí
a podporoval dobré vzťahy vo vzťahovom trojuholníku žiak – učiteľ – rodič.
Aby bol aktívnym a spolupracujúcim členom tímu školy, aby pôsobenie všetkých učiteľov smerom k žiakovi bolo komplexné a synergizujúce (zvýraznili autorky)23. Takto nastolené predstavy iba potvrdzujú realitu posledných desaťročí. Učitelia sú pod enormným tlakom požiadaviek neustálych
inovácií a kreatívnych riešení, neutíchajúceho zdôrazňovania výkonnosti a očakávania úspechov (zo strany nadriadených štruktúr aj rodičov).
21
22
23
M. Sirotová, Vysokoškolský učiteľ v edukačnom procese, Trnava 2014 (UCM), s. 9.
Učiace sa Slovensko, s. 92.
Ibidem, s. 93.
PA R T I . T U T O R I N G I N E DU C AT I O N
Je snáď poslaním učiteľa rozoznať v každom žiakovi jeho jedinečnosť,
zmysel pre istý typ činnosti a následne pomáhať pri jej rozvíjaní? Alebo
má pomáhať rozvoju individualít či dokonca slúžiť potrebám pracovného
trhu? Samozrejme, všetky tieto otázky smerujúce k povahe a poslaniu učiteľského povolania majú svoje opodstatnenie, ale chceme upozorniť najmä
na ohrozenia, ktoré sa skrývajú v prehnanom dôraze na jednu zo zvolených perspektív (sociálnu, individuálnu, ekonomickú atď.) a v zabudnutí
na ostatné, čo sme sa snažili aj explicitne zvýrazniť.
Už v Platónovom dialógu Prótagoras sa objavuje otázka, kto je dobrý učiteľ. Prótagoras Sokratovi odpovedá, že dobrý učiteľ je ten, ktorý
spôsobí, že po jeho lekciách sa vrátíš domů lepší, než jsi byl, a následující
den právě tak; a každý den že vždycky učiníš pokrok ve směru k lepšímu24.
Daná jednoznačnosť sa však v pokračujúcom dialógu spochybňuje, ukáže sa, že neexistuje zhoda v predstavách o tom, čo je dobré či lepšie, ani
o metódach, ktoré majú viesť k dosiahnutiu onoho dobra. Samozrejme,
medzi Platónom a dokumentom Učiace sa Slovensko existuje široké spektrum definícií, kto je to učiteľ, čo je to škola a v závislosti od preferencií
doby sa vymedzuje aj hodnota vzdelanosti.
Ak by sme prijali v oblasti vzdelávania dospelých tézu Jaroslava Balvína25 rozhýbat mysl člověka, aby v modelových, ale i reálných situacích
nacházel a našel optimální řešení svého životního úkolu, aby se dobře rozhodoval a potom také moudře volil ako východiskovú, mohli by sme ju
azda bez väčšej ujmy rozšíriť na celé ľudské bytie s tým, že prostriedky
volené na rozhýbavanie mysle (a vedúce k výchove a vzdelávaniu) sú špecifické v závislosti od veku, no uplatniteľné v každom veku. Nejdeme sa
púšťať do rekonštrukcie diskusie o možnosti socializácie/výchovy a vzdelávania dospelých ani do sumarizácie špecifík v prístupoch k dospelým,
tomu sa venuje rad andragogických štúdií a monografií,26 vychádzame
z predpokladu, že ak aj možno človeka vnímať ako autonómnu bytosť,
jeho „dotvorenosť“ sa končí až smrťou, t. j. či už zámerne, alebo nezámerne proces výchovy a vzdelávania prebieha v každej fáze života človeka.
24
25
26
Platón, Prótagoras, Praha 2015 (OIKOYMENH), 318a.
J. Balvín, Andragogika jako teorie výchovy a vzdělávání dospělých, Praha 2011 (Hnutí
R), s. 5.
Napríklad J. Balvín, op.cit., passim; M. Beneš, Andragogika, Praha 2008 (Grada),
passim; G. Porubská, Ľ. Ďurdiak, Manažment vzdelávania dospelých, Nitra 2005
(SLOVDIDAC), passim; V. Prusáková, Základy andragogiky I, Bratislava 2005 (Gerlach Print), passim; V. Prusáková, et al., Analýza vzdelávacích potrieb dospelých.
Teoretické východiská, Banská Bystrica 2010 (UMB), passim.
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Do uvažovania o výchove a vzdelávaní necháme preniknúť sériu anglicizmov, teaching, training, coaching, mentoring ako rôzne typy štýlu
vodcovstva (leadership styles), teda vzťah učiteľ – školiteľ – kouč/tréner –
mentor – a pridajme ešte – tútor. Ich základné podobnosti a odlišnosti
možno zhrnúť takto: vyučovanie a školenie (training) je rozvíjanie špecifických zručností priamou interakciou, teda vo vopred určenom časovom
rámci a zvyčajne podľa učebného plánu, koučing a mentoring sú založené
na nepriamej interakcii.
Učiteľ pôsobí v procese vyučovania a jeho hlavnou úlohou je poskytovať poznatky (žiakom, študentom, atropogonom – edukantom) prostredníctvom vyučovania, vysvetľovať ich tak, aby došlo k ich porozumeniu, a rozlišovať mieru vedomostí, teda hlavnou úlohou učiteľa je šíriť
vedomosti, čím rozvíja akademické vedomosti edukanta formou pokynu,
od učiteľa sa preto očakávajú hĺbkové akademické vedomosti. Na analogickom princípe pôsobí školiteľ v procese školenia, pričom však jeho
hĺbkové vedomosti nie sú nutne akademické, ale sú špecifické pre oblasť,
v ktorej poskytuje školenie. Podľa OECD je učiteľ osoba, ktorej profesionálna činnosť zahŕňa plánovanie, organizovanie a vedenie skupinových
aktivít s cieľom rozvíjať vedomosti, zručnosti a postoje študentov podľa
vzdelávacích programov(zvýraznili autorky)27.
V procese koučingu/trénovania pôsobí kouč/tréner, jeho úlohou
je podporovať jednotlivca v dosahovaní konkrétneho, často okamžitého
cieľa, pričom sám tréner nemusí mať v tejto oblasti osobné skúsenosti.
Je však pokladaný za experta na odhaľovanie potenciálu jednotlivcov
a prostredníctvom otázok (nie rád) podnecuje jednotlivca k hľadaniu
vlastných riešení. Koučing je teda proaktívny, zameraný na budúcnosť
a zlepšenie konkrétnych zručností a výkonu28.
Mentora možno chápať ako poradcu, usmerňovateľa, ktorý neposudzuje vedecké/odborné poznatky jednotlivca (to robí učiteľ), nedáva
priamu inštrukciu jednotlivcovi (v anglickej terminológii je partnerom
mentora tzv. mentee, mentorovaná osoba/mentorovaný/zverenec), ale
umožňuje mu nájsť vlastnú cestu k poznatku, teda hlavnou úlohou mentora je poradenstvo (prostredníctvom vedenia a rád či vlastného príkladu), čím rozvíja profesionálne schopnosti formou odporučenia, od men27
28
OECD (2018), „Teachers” (indicator), http://dx.doi.org/10.1787/93af1f9d-en, dostupné 20.05.2017.
Aj autori Učiaceho sa Slovenska na strane 92 konštatujú, že od učiteľov sa očakáva,
že budú „inovátormi, tvorivými pracovníkmi, koučami“, nie je však celkom zrejmé,
v akom význame používajú tento pojem.
PA R T I . T U T O R I N G I N E DU C AT I O N
tora sa preto očakávajú (na rozdiel od trénera) bohaté skúsenosti v oblasti,
ktorú používa na to, aby viedol jednotlivca.
Potom tútoring možno chápať ako hybnú silu vyučovania, trénovania
aj poradenstva, pretože zahŕňa rozširovanie poznatkov edukantov, ich
trénovanie na dosiahnutie ich plného potenciálu a v procese poradenstva
im odovzdáva špecifické osobné skúsenosti na to, aby mohli rásť ako ľudia. Týmto termínom sa označuje celé spektrum akademickej a sociálnej
podpory a rolu tútora by sme potom umiestnili v prieniku učiteľ, tréner
a mentor.
Každý, kto akceptuje zložitosť problematiky vzdelania a vzdelávania, rozumie tomu, že učiteľ nemôže byť chápaný ako nejaká bezodná
zásobáreň poznatkov, dát, informácií či ako tlmočník odborných vedomostí a zručností. Zároveň si myslíme, že ideál učiteľa reprezentuje vízia všestranne kultivovanej osobnosti s rozvinutou schopnosťou reflexie
a sebareflexie, osobnosti, ktorá dokáže nazerať na učebné obsahy z čo najkomplexnejšej perspektívy a uvažovať o nich. Preto sa prikláňame k chápaniu učiteľa ako osoby, ktorá rozvíja vedomosti, zručnosti a postoje študentov prostredníctvom poskytovania informácií, rozvíjania schopnosti
selektovať a verifikovať prijímané informácie a zaujímať k nim vlastný
názor, ktorá zvláda techniky kladenia otázok a tvorivého usmerňovania
(na čom je založená práca mentora) a ktorá sa v špecifických edukačných
formách, akou je napríklad service learningový projekt, môže ocitnúť
aj v role tútora, byť sprievodcom žiakov v procese učenia sa29. Zároveň
nestrácame zo zreteľa ani celkový náhľad na hlboko ľudský zmysel tejto
profesie a už z princípu nedefinovateľnosť jadra učiteľstva – jeho poslania.
Prehlbujúca sa inštrumentalizácia učiteľskej profesie, rozvoj e-learningových a dištančných foriem vzdelávania môžu dokonca viesť až k absurdnej otázke, či sa učiteľ nestáva prežitou figúrou. V súčasnej digitálnej
dobe sa zároveň prevracia vzťah generácií a povinnosti starších. Ak sa aj
všetci zhodneme na tom, že jednou z najdôležitejších povinností dospelých v spoločnosti je oboznámiť mladú generáciu s občianskym a kultúrnym dedičstvom, musíme konštatovať, že mladých to nezaujíma. Starajú
sa o to, čo sa deje tu a teraz, sociálne siete toto fungovanie podporujú30.
29
30
V ideálnom stave sa na výchove a vzdelávaní žiaka/študenta podieľa viacero osôb
naraz – rodičia, vychovávateľ, učiteľ, mentor a tútor.
Tak ako predpovedal francúzsky filozof Jean-François Lyotard, všetko, čo nie
je možné pretransformovať do jazyka počítačov, je z kategórie „poznanie“ vylúčené
(porovnaj J.-F. Lyotard, The postmodern condition. A report on knowledge, Manchester 1984 (Manchester University Press), passim).
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A čím viac sa kontaktujú navzájom, tým menej si všímajú výchovu zo
strany dospelých. Aby z nich však mohli vyrásť všímaví občania, musia
už v mladosti prelomiť spoločenský okruh a začať myslieť mimo hraníc
svojej rovesníckej skupiny. Service learning sa práve tu stáva vhodnou
možnosťou, učitelia môžu viesť žiakov k hlbším vedomostiam aj k porozumeniu svetu prostredníctvom problémov najbližšieho okolia. Mark
Bauerlein31 ale pripomína, že sa nesmie udiať zmena v zmysle poklesu učiteľov z pozície „mudrcov na scéne“ na pozíciu „obyčajných sprievodcov“
so všetkými nežiaducimi sprievodnými okolnosťami, ako sú popieranie
vlastnej autority alebo nevyžadovanie disciplíny, žiaci sa prekvapia, čo sa
deje, a prestanú mať motiváciu, aby sa samostatne učili. Veľa zástancov
voľného prístupu sa však domnieva, že učenie pod vedením autoritatívnych učiteľov žiakov nudí alebo sa ukazuje ako príliš náročné. A učenie,
pri ktorom sú v centre pozornosti žiaci, bude inšpiratívne aj pre menej
úspešných žiakov32. Výsledky výskumov však ukázali niečo iné33. Učitelia
by mali trvať na hodnote poznania a tradície, vytyčovať cesty k vedomostiam a vkusu, chrániť ich pred nízkou úrovňou, spochybňovaním histórie, vulgárnosťou a poplatnosťou. Bauerlein upozorňuje aj na to, že človek
do osemnásteho roku života strávi v škole približne 9 percent času. Aký
vplyv môže mať na neho teda formálne vzdelanie, ak väčšina z toho, čo
sa deje počas zvyšných 91 percent, je v rozpore s tým, na čom sa bazíruje
v škole. Ukazuje sa, že väčšina prípravnej práce, ktorá je potrebná na akademický úspech, sa neudeje na školskej pôde, ale v neformálnom prostredí. A práve service learningové vzdelávanie je vhodnou príležitosťou, ako
korektne a zmysluplne prepojiť školské vzdelávanie so vzdelávaním (sa)
v neformálnom prostredí.
4. Literatúra
Balvín J., Andragogika jako teorie výchovy a vzdělávání dospělých, Praha 2011
(Hnutí R).
Bauerlein M., Najhlúpejšia generácia, Bratislava 2010 (VSSP).
Bauman Z., Úvahy o postmoderní době, Praha 2002 (Slon).
Beneš M., Andragogika, Praha 2008 (Grada).
31
32
33
M. Bauerlein, Najhlúpejšia generácia, Bratislava 2010 (VSSP), passim.
Porovnaj ibidem.
National Governors Association. Rate your future 2005. High school students say
that school is too easy, http://www.docstoc.com/docs/26283487/Rate-Your-Future---National-Governors-Association, dostupné 20.05.2017.
PA R T I . T U T O R I N G I N E DU C AT I O N
Brozmanová Gregorová A. et al., Service learning. Inovatívna stratégia učenia
(sa), Banská Bystrica 2014 (Vydavateľstvo Univerzity Mateja Bela v Banskej
Bystrici – Belianum).
Burjan V. et al., Učiace sa Slovensko. Národný program rozvoja výchovy a vzdelávania. Návrh na verejnú diskusiu, Bratislava 2017 (Ministerstvo školstva,
vedy, výskumu a športu Slovenskej republiky), https://www.minedu.sk/data/
files/6987_uciace_sa_slovensko.pdf dostupné 20.05.2017.
CLAYSS. A Service-learning proposal for universities. [Complementary text 1
for participants in CLAYSS service-learning capacity building program for
universities], Buenos Aires 2013 (CLAYSS), http://www.clayss.org, dostupné
20.05.2017.
Cooper M., The Big Dummy’s Guide to Service-learning: 27 Simple Answers
to Good Questions on: Faculty, Programmatic, Student, Administrative, Non
Profit Issues, Miami 2005, http://www.fiu.edu/-time4chg/Library/bigdummy.html dostupné 20.05.2017.
Fiske E., Learning in Deed. The Power of Service-Learning for American Schools.
A Report from National Commission on Service Learning, Battle Creek 2002
(W.K. Kellogg Foundation).
Http://www.marxists.org/reference/subject/philosophy/works/fr/lyotard.htm
dostupné 20.05.2017.
Jacoby B. et al., Service-Learning in Higher Education. Concepts and Practices,
San Francisco 1996 (Jossey Bass).
Krátky slovník slovenského jazyka, eds. J. Kačala, M. Pisárčiková, M. Považaj,
Bratislava 2003 (Veda).
Liessmann K.P., Hodina duchů, Praha 2015 (Academia).
Liessmann K.P., Teorie nevzdělanosti. Omyly společnosti vědění, Praha 2008 (Academia).
Lisabonská agenda, https://euractiv.sk/fokus/veda-a-inovacie/lisabonska-agenda, dostupné 20.05.2017.
Lyotard J.-F., The postmodern condition. A report on knowledge, Manchester
1984 (Manchester University Press).
Newman J.H., Idea univerzity, Praha 2014 (Krystal OP).
OECD (2018), „Teachers” (indicator), http://dx.doi.org/10.1787/93af1f9d-en, dostupné 20.05.2017.
Platón, Prótagoras, Praha 2015 (OIKOYMENH).
Porubská G., Ďurdiak Ľ., 2005. Manažment vzdelávania dospelých, Nitra 2005
(SLOVDIDAC).
Prusáková V., Základy andragogiky I, Bratislava 2005 (Gerlach Print).
Prusáková V. et al., Analýza vzdelávacích potrieb dospelých. Teoretické východiská, Banská Bystrica 2010 (UMB).
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Rate your future 2005. High school students say that school is too easy, (National
Governors Association), http://www.docstoc.com/docs/26283487/Rate-Your-Future---National-Governors-Association, dostupné 20.05.2017.
Scruton R., Idea univerzity, trans. J. Žegklitz, Praha 2002, http://www.obcinst.
cz/idea-university/dostupné 20.05.2017.
Sirotová M., Vysokoškolský učiteľ v edukačnom procese, Trnava 2014 (UCM).
Švec Š., Základné pojmy v pedagogike a andragogike, Bratislava 1995 (IRIS).
Zákon č. 245/2008 Z. z. o výchove a vzdelávaní (školský zákon) a o zmene a doplnení niektorých zákonov.
Zákon č. 317/2009 Z. z. o pedagogických zamestnancoch a odborných zamestnancoch a o zmene a doplnení niektorých zákonov.
5. Summary
This paper deals with perspectives of service learning strategies in context of
contemporary academical education in Slovakia. It describes given situation
through The Learning Slovakia – national programme of development of pedagogy and education – while it closely deals with understanding and metamorphosis of the role of a teacher.
Effectiveness of Academic Tutoring
O R S OLYA P Ó C S I K
Debrecen
keywords . tutoring, roles, Higher Education, tutor, tutorial
There are a number of methods of Higher Education, the dissemination
and consolidation of which has resulted in success in given educational culture. Among these, I would like to highlight the tutor method in
my study, which, with its many advantages, also results in student and educator success. Effective in the sense of having a successful exam that has
its earnings. Perhaps the tutor’s existence can be considered to be a pedagogical training, as some of his pedagogical abilities are used by the individual. The attitudes, knowledge and skills learned here determine the
status of individuals later on in the cathedra. The formal tutoring community becomes dominant in the student during the university years.
Changes in students’ learning-to-learn relationship change clearly and
unambiguously.
In this article, I attempt to compare two types of pedagogical approaches, presenting domestic and foreign practices and the relationship
between these forms of learning and Higher Education in the digital
world. This is the basic insight of the theoretical concept that the author
seeks to be thought-provoking.
1. Pedagogical point of view in Higher Education
Nowadays, we need to know if our Higher Education is good enough,
what are the ways to transform and translate the knowledge into understandable one. There are proven methods and educational models apllied
by schools in the field of Higher Education as well. In a medium that is
increasingly based on service, and which has to break the socialization
synergies of the age. Individuals carry values, which also change, and
Higher Education, even if individuals are transformed.
The great figure of Hungarian education Apáczai pointed out the
functions of the modern school highlighting the fact that the school
PA R T I . T U T O R I N G I N E DU C AT I O N
is responsible for the transfer of knowledge. The complexity and
systemic nature of the school is analized and emphasized by Tamás
Kozma.1
In my reading, the university, the everlasting apple mascot, a community of groups of people who want to learn from people with different
knowledge, aiming at self-dissemination, which means they can be more
assured of existence. The academic context in my case is the didactics,
where I study my study.
The old and new method of adult education is answered in the study,
which by mass paradigm shifting the cathedra pedagogue would understand the material to be learned. Of course, the idea is international and
the idea lies ahead of us. The question is pedagogical; its implications are
sociological, psychological and economic.
Hungarian Higher Education is participatory, and many focus on
compiling the curriculum, but the method chosen is at least as important. Gábor Halász makes an interesting statement about the pedagogy of Higher Education and the fact that he sees that in more and
more decades in the past decade. The fact that the classical functions
of Higher Education – that is, research, teaching and service – are
directed towards the teaching-learning function, which has several
reasons. Two of them are raised separately. One is that in the previous decades, mainly as a result of national innovation or research
and technology policies, Higher Education policy. Its attention turned
to the research function to a great extent. The other process, which
has attracted attention to teaching and teaching, The strengthening
of the vocational training function of Higher Education and the Reforms that have put learning outcomes in the forefront. Furthermore,
it is interesting to point to learning outcomes, but also to new forms
of skill development that are no longer in the classroom learning environment – such as lectures, seminars – but on real-world terrain,
in real-life situations where students can learn them The capabilities
that the world of economy or work requires. This raises important
questions about the quality of the learning environment and the organization of learning. 2
1
2
T. Kozma, Bevezetés a nevelésszociológiába, Budapest 1999 (Nemzeti Tankönyvkiadó), passim.
O. Kálmán, A felsőoktatási- műhely pedagógiai trendjei- Interjú Halász Gábor professzorral, Felsőoktási műhely, 02.07.2013, pp. 7–14.
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2. What is the tutorial system or Anglo-Saxon/American model of
studying in Higher Education?
A system, whose elements are also used by Hungarian Higher Education,
is merely care for talents, more words, and its results and other applications are worth considering. The tutorial system is the foundation of the
Anglo-Saxon education model. According to Collins English Dictionary:
tutorial system in British is a noun, means a system, mainly in universities, in which students receive guidance in academic or personal matters
from tutors.3
According to Collins English dictionary: tutorial system in American
way, a system of instruction, as in some universities, in which a tutor directs the studies of each of the small group of students assigned to him or
her. According to further dictionary, the tutorial group in British way is
a noun in education, a small grouping of students given intensive tuition
by a tutor.4
Countless authors call on Carl Rogers, who says learning is an
equal self-realization. Here, the experiences and the interpretation
of the curriculum should also be considered. The tutorial system is
best illustrated by the approach based on this approach. The learning group is where they discuss experiences, draw conclusions, create
new schemes, or create new models for the existing one. It is important for the teacher to recognize discovery learning pleasure, remember it. Another important aspect is to allow the students to unfold,
as performance dissipation or anxiety reduces the student’s chances
of learning.
3. How does it deviate from the traditional Hungarian model,
or what about all the Higher Education methods taught in
Hungary?
What are the main differences between the 2 models? The participants
in the education process are teachers and students in Higher Education.
(They have now disowned other actors who are part of the university,
education process.) By narrowing down the actors of the education as
subjects, I will examine and compare them as a role played. These actors
3
4
Collins English Dictionary, https://www.collinsdictionary.com/dictionary/english,
accessed 22.08.2017.
Ibidem.
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may be deterministically the individuals who have the highest or lowest
level of Higher Education.
I would like to give an interesting point of schedule, what is this: How
call the Hungarian Higher Education teacher?
Table 1. Role of teacher in 2 models
Tutor in Anglo-Saxon countries
Hungarian Higher Education Teacher,
Instructor, Lecturer
Keynoter
Performer/Lecturer
Person, who discuss problems
Person, who give task for students
Knowledge transformator
Knowledge transformator
Question posing
Speaker
Interpret the material – focus:
understandability
Interpret the material – focus:
explainability for the material
Source: own elaboration.
It is worth examining the names of Higher Education students according to the domestic and foreign terminology. The Hungarian term is
not translated into English. In fact, since the tutor is not an addict or
a teacher, it is the most talented student who knows the lesson, knows
the lecture, understands it and has the ability to transfer pedagogical
skills. The tutor will explain in the afternoon a job interview when
students ask questions and answer questions.
Table 2. Role of student in 2 models
Student in Anglo-Saxon countries
Student in Hungarian Higher Education
Reader
Listener
Arguer
Observer
Source: own elaboration.
Iván Falus – a well-known Hungarian didactic professor – explains
the following about the lecture, a monologists teaching method that
serves a logical, detailed, long-term expression of a topic. Simplifies
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elements of narrative, explanation, and illustration. The length of the
lecture varies from 15 to 20 minutes to 1.5–2 hours, depending on the
age of the students... However, regular lectures on long-term lectures
are only justified in upper or adult education. 5
3.1. The performance has a condition system:
•
•
•
•
•
•
•
•
•
•
The student’s attention;
The teacher is an active participant;
The student is a passive host;
The method is economical;
The student’s active receptivity;
Starts the student’s constructive imagination;
Thinking about your mind;
Motivates good performance;
Synthesizes the student’s knowledge;
The instructor expresses his expressiveness.6
3.2. The use of the lecture is justified if:
•
•
•
•
•
•
The goal will be to convey new knowledge;
The curriculum is not available in such short form;
In a specific structure for a given study group;
There is a need to raise interest;
Briefly memorize the information;
It is used to introduce a curriculum part and then follow/follow
other methods.7
Traditionally, the structure of the lecture consists of three main
parts: introduction, discussion and synthesis. 8 Seminar: It is a small
group work where the teacher prepares a topic for students to understand the topic. The seminar method is one of the interactive
cooperative techniques. Discussion, discussion, individual opinion
as a form of work and a working phase in the form of seminar education.
5
6
7
8
Falus I., Az oktatás stratégiái és módszerei, [in:] Didaktika-Elméleti alapok a tanítás
tanulásához, ed. I. Falus, Budapest 2003 (Nemzeti Tankönyvkiadó), p. 216.
Ibidem.
Ibidem.
Ibidem.
PA R T I . T U T O R I N G I N E DU C AT I O N
Table 3. Differences of the 2 model: Seminars &Tutorial model
Didactic step of Traditional seminar lesson
Didactic step of Tutorials
Introducing: Discussion of topic and
individual problems
Introducing: Discussion of topic and
individual problems
Knowledge of responsibility
Knowledge of responsibility
Practicing
----
Systematization
Discussion
Source: comparison of traditional seminars vs. tutorials.
As I am a pedagogical teacher, I have learned that the seminary lesson is composed of blocks and parts. The well-held seminar follows 4–5
didactic steps:
• Introduction;
• Knowledge of responsibility;
• Practicing;
• Systematization;
• (Possible answer to questions at the end of the lesson).
The didactic steps of tutorials are as follows:
• Introduction;
• Knowledge of responsibility;
• Discussion.
Basic differences:
• Cultural perception (graduation requirements, size of study groups,
depth of secondary school curriculum, etc.);
• A form of class;
• A lesson time frame;
• Volunteering or faculty;
• Method of financing: payable by the state or student.
From the point of view of teaching material, each method is effective. In my view, the two forms of Higher Education are mainly based
on a change in cultural perceptions and attitudes. In other words, cultural differences and teacher-tutors appear in different roles. Other is the
method of processing the curriculum and the purpose of the formal and
informal classroom.
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4. Special case in Hungarian Elite High School Practice, in a way
our talent became professionals in Hungarian Grammar
Schools
The teaching of the elite Hungarian grammar schools is similar to the
tutor education, in the sense that most of the students attend a private lesson, where they are conversing with a school teacher but not with a teacher in the classroom, receiving the teaching material. Tutor system is this,
albeit not in the traditional sense. The tutor here is the teacher, the student is the host person who tries to understand the curriculum and prepare the teacher for the lesson. The tutor here is the teacher, the student is
the host person who tries to understand the curriculum and prepare the
teacher for the lesson. Elite training is also because students are selected
on the basis of study results in the institution, which usually have family
support. Their teacher teaches a lecture, explains the curriculum, and the
students ask questions only at the end of the day. The tutorial role will be
the afternoon, corrective, preparatory teacher.
However, the success of the student is shared by the teacher of the
subject, tutor (explaining, correcting) teacher, and last but not least the
student. Whatever the elite Hungarian grammar school does, the model
works.
Parents are eager to pay extra spending, which means investing in
their children’s human capital. At the teaching hour, the salary of the
teacher in the Hungarian system is paid by the state, the payment of the
tutor; correction fee is the responsibility of the parent. Here is time to understand the curriculum, because the tutor usually only increases the student’s mental capacity, develops his/her knowledge and expressive ability.
It is a very effective way to retrieve the learned material in “quasi-answer”
and then evaluate it. Thus, the student acquires knowledge of the subject,
requirement, and abilities of his/her own skills. He is able to acquire skills
in the discipline of his or her ability to secure his later university degree.
5. Foreign tutoring practice
University of Wyoming Multicultural Affairs MA Tutorial program
5.1. Tutor Goals
• Your primary aim the tutor is to assist the student to become a confident, independent learner.
PA R T I . T U T O R I N G I N E DU C AT I O N
• The tutor helps the student understand the course material.
• The tutor helps the student develop skills for studying, organization, and managing time.
Source: University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011.
5.2. Tutor’s requirements – this is the keynotes for tutor’s behavior
•
•
•
•
•
•
•
•
•
•
Be Professional;
Punctuality;
Clothing;
Personal Hygiene;
Credibility;
Confidentiality;
Be Positive;
Speak with good purpose;
Build rapport;
Be Prepared.
Source: University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011.
5.3. Encouraged Tutor Behavior:
Tutors perform their work independently and without a supervisor present. Because you work in an autonomous setting, it is especially important that you maintain professional standards of behavior including:
• Reinforce key concepts;
• Teach new material;
• Teach study skills and strategies;
• Model the behavior and habits of a good student;
• Build a positive attitude toward learning and Higher Education.
Source: University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011.
5.4. Tutor–tutored together study goals:
• Main goal to develop a Study Plan and Schedule.
• Sub-goals: e.g., study a certain number of hours per week, learn the
material in a particular chapter, develop a system for taking notes,
attend review sessions with professor, etc.
• Write Schedule: Have the student write out a weekly study and tutoring schedule.
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• Let the student know that having a written plan, following the plan,
and assessing accomplishments each week is a proven method for
organizing time and meeting goals.
Source: University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011.
5.5. Tutor procedures – detail of University of Wyoming process
• All tutoring sessions must take place on the campus.
• The Coordinators will primarily communicate with you via your
campus email address. Tutors check your email regularly.
• Complete a Tutor Re-Cap form for each session, and turn it in
to your Coordinator within 24 hours following the session.
• You must sign your time card by the 25th of each month. Checks are
available on the 15th of the following month in the Business Office.
You are paid at the current minimum wage rate.
Procedure for tutored absence
• If you know in advance that you will be unable to make it to a scheduled session, let your student know as soon as possible, and no later
than 5pm the day before the session.
• Check your email for a message from the student.
• Wait 15 minutes for the student, unless you have had prior notification of the absence.
• Fill out and submit the online No Show Forms soon as possible
within 24 hours of the absence.
• Cancellation and No Show Policy: Maximum two no-shows per
semester, per student.
• Excessive number of cancellations may lead to termination of tutoring partnership.
Source: University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011.
5.6. Tutors’ levels
•
•
•
•
Beginning Tutor;
Advanced Tutor (Level 1, 2, 3);
Online-only Tutor;
Tutor Supervisor.
5.7. Tutors’ selection criteria:
• A-grade (excellent student);
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• Mastered face-to-face tutoring technique;
• Hold a Bachelor degree.
Source: Writing Center Brochure for Tutors, accessed 22.08.2017.
5.8. What are the tutors’ flexibilities & helps?
• Choose their own teaching hours;
• Plan their own timetable (when it is possible);
• The tutor can get advice and help from the lecturing staff.
Source: Tutoring and Demonstrating: A Handbook.
5.9. Essential Criteria
• Completed mandatory training for postgraduates who teach (or
registered to do so at next opportunity).
• Experience in teaching.
• Excellent communication skills.
• Friendly and approachable manner.
• Ability to work with a diverse range of students.
• An appreciation of different approaches to learning and teaching.
Source: https://www.st.andrews.ac.uk/capod/students/studyskillsandadvice/tutors/#d.en.354382,
accessed 22.08.2017.
5.10. Desirable Criteria
• Experienced in tutoring and assessment at the University of St Andrews.
• Experience working with students 1:1.
Source: https://www.st.andrews.ac.uk/capod/students/studyskillsandadvice/tutors/#d.en.354382,
accessed 22.08.2017.
5.11. Didactic way of tutoring
Tutorials must integrate with and give coherence the structure, content
and aims of the course of which they are a part, and so in the most basic
sense all tutors must, In developing their tutorial program,
• ‘Follow the course’;
• Discuss the course leader;
• He/she can get discussion and negotiation between course leader
and tutor before the course begins.
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Way of the method: It is an important part of the responsibilities of
tutors to ensure that they have identified, understood and accepted the
constraints what he/she will work.
Source: Tutoring and Demonstrating: A Handbook, eds. F. Foster, D. Hounsell, S. Thompson,
Edinburg 1995 (The University of Edinburg), http://www.ed.ac.uk/institute-academicdevelopment/learning-teaching/staff/tutors-demonstrators/resources/handbook, accessed
22.08.2017.
5.12. What is the basic aim of tutorials?
• Deepening knowledge;
• Problem-solving;
• Facilitating open-ended exploration of themes and issues;
• Developing skills in argumentation and communication.
• To create a good learning environment for the students.
Responsible for identifying the aim of a tutorial and for their own
style in fulfilling that is the basic aim
• How tutors will approach their teaching duties from the departments;
• Not responsible for the students’ learning: the students are responsible for that
Source: Tutoring and Demonstrating: A Handbook, eds. F. Foster, D. Hounsell, S. Thompson, Edinburg
1995 (The University of Edinburg), http://www.ed.ac.uk/institute-academic-development/learningteaching/staff/tutors-demonstrators/resources/handbook, accessed 22.08.2017.
5.13. Classroom management-only organizational tutors will
• Assist student in identifying and organizing a study area.
• Assist student in prioritizing tasks.
• Assist student in mapping out and/or taking steps to complete academic tasks in a timely manner.
• Demonstrate organized note-taking skills.
• Encourage students to obtain a subject specific tutor or set up
a study group when appropriate.
Source: Peer Tutoring Handbook.
5.14. Responsibilities of a Peer Tutor:
•
•
•
•
Keep appointments
Help the students to become independent learners/thinkers
Be positive – even when discussing a student’s mistakes
Don’t engage in negative talk about a professor
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•
•
•
•
•
•
•
•
Treat all students with respect
Be knowledgeable about your content area
Establish mutual expectations with your students
Maintain confidentiality
Be accepting of a variety of learning styles Student Responsibilities
Have Work Completed (as much as possible)
Review and understand material to best of ability
Come prepared – have all materials, instruction sheets, syllabus
for the course
• Communicate needs to Peer Tutor
Source: Peer Tutoring Handbook.
5.15. Student-Tutored Responsibilities
• I will be on time. If I am 15 minutes late, the tutor is not obligated
to wait for me and I will be considered a No-Show.
• I will be prepared. Assignments will be completed as fully as possible, readings will be completed, and I will have questions ready
to ask. I will bring my text, notebook, syllabus, and assignment
prompt to my appointment.
• I will attend class regularly.
• I will not expect the tutor to “know everything.”
• When my tutor refers me to my professor, I will follow through.
• I will approach learning with an open mind, listening to suggestions.
• If I must miss a session, I will call the ASC.
Source: Peer Tutoring Handbook.
5.16. Tutor responsibilities
• I will be on time. If I am going to be late, I will notify the ASC staff
to have a message relayed to my student.
• If I must cancel a session, I will contact the student as far in advance as possible.
• I will be prepared to answer “most” student questions.
• I will admit when I don’t know a solution or an answer. I will try
to find the information. I may also inform your professor about the
situation.
Source: Peer Tutoring Handbook.
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5.17. Tutoring will be stopped for the following reasons
• When the student misses 3 tutoring sessions without reasonable
notification.
• When tutoring is not helping the student progress.
• When the tutor and the student agree that the student is able
to make satisfactory progress working independently.
Source: Peer Tutoring Handbook.
According to Mária Kraiciné Szokoly, practice orientation is an indispensable requirement in adult education, – it is enough to mention only
the official documents of the European Union or the best practices and
the wider propagation of these, and that author is already in theory of the
theory and You talk about inseparable interconnectivity, believe it.9
6. “Cathedra pedagogy” in the Hungarian Higher Education
In traditional terms, Hungarian Higher Education is divided into two
types of lessons: lectures and seminars. The lecture is a lecture in tertiary
education in the world where the lecturer is explaining. Ask questions
at the end of the lecture or at the end of the presentation if the students
have questions or courage. The seminar is a world-wide small-scale occupation, usually working knowledge-based, or reconsidering case studies
and tasks. The role of the tutor is in the background here, it is more of
a help, motivation, and the role of the coach. You can understand the
curriculum in both these forms or not. However, the best method, model,
is to be found in the tutoring system common in the Anglo-Saxon countries. Why do I consider this method to be the best? Perhaps this was one
of the Higher Education models that best resulted in the success of the
students, it was the source of understanding, and resulted in effective and
stable knowledge. According to János Ollé, the answer to the development of didactics is the experiment itself.10
9
10
E. Feketéné Szakos, Miért legyen gyakorlatorientált a felnőttképzés?, [in:] Felnőttképzésről három generáció nézőpontjából a Magyar Pedagógiai Társaság Felnőttképzési
Szakosztály műterméből (1891–2016), ed. M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai és Pszichológai Kar), passim.
J. Ollé, Didaktika az ezredfordulón, [in:] Felnőttképzésről három generáció nézőpontjából a Magyar Pedagógiai Társaság Felnőttképzési Szakosztály műterméből (1891–
2016), ed. M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai és Pszichológai Kar), passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
6.1. General requirements for students in every university or collage
•
•
•
•
•
•
•
•
•
Adult personality is capable of self-learning or learning to advance;
Motivated to learn;
To be able to ask questions to your instructor;
To be able to count on his or her own ability;
Satisfying expectations, rules and norms;
Being able to get involved in education-learning;
It is able to develop in an institutional environment;
Outbound as a more experienced, more educated, crippled student;
Know the key terminology technicians of your chosen science.
6.2. General requirements for educators in every university or collage
• Independent personality;
• Provide your ability to pass;
• Conduct a lecture with a capable explanatory method;
• He can independently count his students within ethics;
• Satisfying expectations, rules and norms;
• Being able to get involved in education-learning;
• It is able to develop in an institutional environment;
• Can educate in a non-formal and informal manner;
• It is able to pass the LLL approach;
• Simultaneously facilitator, consul, student of knowledge transfer;
• Finding skills for developing skills for your students;
• Being able to change your attitudes in your students.
According to Andrea Kukoda Győrfyné, teacher-student relations are
complicated by the generation problems, the appearance of which is the
difference in lifestyle and work style; Differences in different values, preferences, goals of life, and differences in tastes, dressing or wear. Today,
however, the biggest problem lies in the differences in view (view) of the
use of electronic media in the learning and teaching process.11
7. Taught learning- to teach learning, to learning teach
Teaching the best to learn, and vica versa. In rehearsal, in providing assistance to others, you may have been taught knowledge, intensive understanding, and much more thorough preparation from the tutor and learn11
Győrfyné Kukoda A., A pedagógiai tevékenység feltételrendszerének és módszereinek
alakulása a közigazgatási egyetemi képzésben, unpublished PhD dissertation, Budapest 2014 (Eötvös Loránd Tudományegyetem), passim.
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er when you are preparing for a presentation or teaching a classroom. It
is quite obvious that in order to acquire knowledge to somebody else,
I have to have a very reliable, thorough knowledge of myself. However, it
is possible to apply taught learning in a classroom, in a seminar group,
to the benefit of multiple learners, for example using in the tutor method. In such a case, in the case of small group work, a student is a leader,
a teacher of the group, receives this task in advance, needs to be prepared
and has a specific responsibility to make learning successful for members
of his group. A learning process is divided into different areas; others can
be tutors, so everyone can benefit from the teaching experience.12
8. Tutor System and Web 2.0 Education System Relationships
Addition to the modern age, and the spread of online courses, students
are digital natives, it is necessary to examine how these two systems can
be combined. Most educators can keep their interest in digital content
and search. Digital education is also a prerequisite for universities in
the universities. Tutorial System must have been digitally? How? This is
a new challenge. It is worth examining. In the spirit of the evolution of
ICT technology, the transformation of classical teaching-learning methods and the redefinition of the learning environment, and the change of
the various roles, can be found.
The new types of modern technology and generation models help the
learning process and the growing need for a number of examples to be
found at home13 and international (digital teachers, Forum for innovative
teachers, etc.).14 Universities have begun to adapt to new generation student attitudes, habits, norms, learning styles, and e-learning systems have
become educational systems. With these systems, many years of Higher
12
13
14
I. Nahalka, Tanulási tevékenységtípusok, [in:] A gyakorlati pedagógia néhány alapkérdése. Hatékony tanulás, ed. I. Nahalka, A gyakorlati pedagógia néhány alapkérdése, vol. 3, Budapest 2006 (Bölcsész Konzorcium), passim.
Digitális Pedagógia 2.0, ed. A. Benedek, Budapest 2013 (Typotex), passim; Cz.J. Horváth, G. Molnár, Tapasztalatatok elektronikus tanulási környezetről- A Moodle oktatási keretrendszer leírása, használata, Híradástechnika, vol. 65 (5–6) (2010), passim.
P. Kommers, ICT as explicit factor in the evolution of life-long learning, International
Journal of Continuing Engineering Education and Life-Long Learning, vol. 20 (1)
(2010), passim; G. Molnár, IKT alapú módszertani megoldások alkalmazása a tanítási- tanulási gykorlatban, [in:] Felnőttképzésről három generáció nézőpontjából
a Magyar Pedagógiai Társaság Felnőttképzési Szakosztály műterméből (1891–2016),
ed. M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai
és Pszichológai Kar), passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
Education experience shows that teaching activity is applicable to daytime activities, while student activities typically take night and night
classes.15
A good example in Hungary is the BME GTK Technical Pedagogical
Department, where they recognized this practice, and teacher training
has thus undergone a paradigm shift, ie, it has become discouraged from
curriculum-centered, educational-oriented traditional learning theories
and methods and has moved to an ICT-based atypical learning format. In
this learning environment, smartphones, iPads, Kinect interactive units
and web based services (shared documents, groups, electronic questionnaires, mobile applications, shared calendars, shared storage sites, social
networking sites, virtual environments, etc. For this, the changed learning environment is supported by the Web2.0-based virtual framework
that supports Learning Management System (learning organization),
both the Content Management System.16
8.1. Features of the web 2.0 device system17
• Web 2.0 is an IT medium where users collectively organize and
manage content.
• The host of the portal only provides the IT framework and avoids
content constraints.
• It is characterized by bottom-up organization (from user to group,
eg. blog community, forum).
• It is characterized by service-oriented, service development.
The relative nature of personal data management, data privacy anomalies, business, public and personal information are disclosed to users.
Below, I list the list of 100 most popular web-based websites that are available for web-based services that are essential for independent learning
(Including but not limited to Benedek, Horváth Cz., Molnár, Nagy, Nyíri,
Szabó, Tóth, Verebics 2012):
• Twitter (micro blogging tool);
• YouTube (video sharing);
• Google Documents (Office Workgroup Tool);
• Delicious (social bookmarking tool);
15
16
17
G. Molnár, passim.
Ibidem.
A. Benedek, Cz.J. Horváth, G. Molnár, G.Z. Nagy, K. Nyíri, E.M. Szabó, P. Tóth,
J. Verebics, Digitális pedagógia 2.0, 2012, https://www.tankonyvtar.hu/hu/tartalom/
tamop412A/2011-0023_DP/adatok.html, accessed 25.12.2017.
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•
•
•
•
•
•
•
•
Slide Share (Presentation Hosting;
Skype (instant messaging/VoIP);
Google Reader (RSS/feed reader);
Wordpress (blog tool);
Facebook (social network);
Moodle (LMS system);
Prezi (presentation software);
Google (web search engine, Benedek, Horváth Cz., Molnár, Nagy,
Nyíri, Szabó, Tóth, Verebics 2012).
After the second-generation web portals, the web 3.0 family has to be
noted, which is no longer a new one even though we have not fully learned
all the functions of the 2nd generation. Web 3.0 generates a combination of
content, commerce, community and community contexts with personalization and vertical search.18 This modern education system leads to the
world of online courses, which I think will soon fundamentally change
the framework of traditional seminar and tutorial forms.
9. Conclusion
I believe in four Higher Education teachers in Hungarian Higher Education. I also believe that the adaptive educational model of any successful university is the tutoring system, complemented by the possibilities
offered by modern technology. The winner of the method is, of course,
a student who can safely examine the subject he understands. The lecturer and the afternoon tutor, who is lecturing, will win because the student
will surely understand the material, and the successful exam will be their
success. In didactics, as in the field of pedagogical science there is continuous path search. After a deeper understanding of the Higher Education
situation, I first engaged in teaching methods and comparison of learning
outcomes.
Then we studied how traditional pedagogy works, along with the
lecture and seminar, and how much more effective solution is the tutorial education in the afternoon understanding. In the latter part,
good practices have been mentioned, which is an evidence of an effective teaching method. Pedagogy as a discipline is one of the most
18
Ibidem.
PA R T I . T U T O R I N G I N E DU C AT I O N
valuable sciences because without a deeper knowledge, no segment of
education exists19.
10. References
Benedek A., Horváth Cz.J., Molnár G., Nagy G.Z., Nyíri K., Szabó E.M., Tóth P.,
Verebics J., Digitális pedagógia 2.0, 2012, https://www.tankonyvtar.hu/hu/
tartalom/tamop412A/2011-0023_DP/adatok.html, accessed 22.8.2017.
Collins English Dictionary, https://www.collinsdictionary.com/dictionary/english, accessed 22.08.2017.
Didaktika – Elméleti alapok a tanítás tanulásához, ed. I. Falus, Budapest 2003
(Nemzeti Tankönyvkiadó).
Digitális Pedagógia 2.0, ed. A. Benedek, Budapest 2013 (Typotex).
Falus I., Az oktatás stratégiái és módszerei, [in:] Didaktika- Elméleti alapok
a tanítás tanulásához, ed. I. Falus, Budapest 2003 (Nemzeti Tankönyvkiadó).
Feketéné Szakos E., Miért legyen gyakorlatorientált a felnőttképzés?, [in:] Felnőttképzésről három generáció nézőpontjából a Magyar Pedagógiai Társaság
Felnőttképzési Szakosztály műterméből (1891–2016), ed. M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai és Pszichológai
Kar).
Győrfyné Kukoda A., A pedagógiai tevékenység feltételrendszerének és módszereinek alakulása a közigazgatási egyetemi képzésben, unpublished PhD dissertation, Budapest 2014 (Eötvös Loránd Tudományegyetem).
Horváth Cz.J., Molnár G., Tapasztalatatok elektronikus tanulási környezetrőlA Moodle oktatási keretrendszer leírása, használata, Híradástechnika, vol.
65 (5–6) (2010), pp. 31- 36.
Https://www.standrews.ac.uk/capod/students/studyskillsandadvice/tutors/#d.
en.354382 accessed 22.08.2017.
Kálmán O., A felsőoktatási- műhely pedagógiai trendjei- Interjú Halász Gábor
professzorral, Felsőoktási műhely, 02.07.2013, pp. 7–14.
Kommers P., ICT as explicit factor in the evolution of life-long learning, International Journal of Continuing Engineering Education and Life-Long Learning, vol. 20 (1) (2010), pp. 127–144.
Kozma T., Bevezetés a nevelésszociológiába, Budapest 1999 (Nemzeti Tankönyvkiadó).
Molnár G., IKT alapú módszertani megoldások alkalmazása a tanítási- tanulási
gykorlatban, [in:] Felnőttképzésről három generáció nézőpontjából a Magyar
Pedagógiai Társaság Felnőttképzési Szakosztály műterméből (1891–2016), ed.
19
I would like to say thank you to Dr. András Benedek, my mentor, who always gave
good advices for this study.
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M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai és Pszichológai Kar).
Nahalka I., Tanulási tevékenységtípusok, [in:] A gyakorlati pedagógia néhány alapkérdése. Hatékony tanulás, ed, I. Nahalka, A gyakorlati pedagógia néhány
alapkérdése, vol. 3, Budapest 2006, pp. 93–110 (Bölcsész Konzorcium).
Ollé J., Didaktika az ezredfordulón, [in:] Felnőttképzésről három generáció
nézőpontjából a Magyar Pedagógiai Társaság Felnőttképzési Szakosztály
műterméből (1891–2016), ed. M.Sz. Kraiciné, Budapest 2016 (Magyar Pedagógai Társaság és ELTE Pedagógiai és Pszichológai Kar).
Tutoring and Demonstrating: A Handbook, eds. F. Foster, D. Hounsell, S. Thompson, Edinburgh 1995 (The University of Edinburgh), https://www.ed.ac.uk/
institute-academic-development/learning-teaching/staff/tutors-demonstrators/resources/handbook, accessed 22.08.2017.
University of Wyoming Multicultural Affairs MA Tutorial Handbook, 2011 accessed 22.08.2017.
Writing Center Brochure For Tutors accessed 22.08.2017.
11. Summary
I have long wanted to write that in addition to talent management, why is English-Saxon tutorial system is useful and how become easily to apply in Practice
of Hungarian Higher Education. The topic is not new, but the use of the method
can lead to major learning (pedagogy), group dynamics, psychology, training
and other interdisciplinary methodological changes.
For all actors in this stage, this method can be fruitful and spectacular, both
for lecturers and students.
The study also points out:
• how does the curriculum understand the tutored,
• what are the requirements for a tutor,
• what levels do the tutorial system have,
• what results are expected,
• what is the link between the tutorial system and the web 2.0 application,
etc.
I give an understandable way of the method of Academic Tutoring, what is
a good practice in Westend Europe and in the USA. I tried to find differences in
one hand a Frontal form and in another hand, a Tutoring system. The higher aspect is what is good for the student, who spends years in the Higher Education.
The Role of Tutoring in Education
and Working with Adults in Malta
DE A N DR A C U TAJA R
Malta
keywords . postgraduate student, tutor, undergraduate tutoring, lab
demonstrator, postgraduate tutoring, tutoring in Malta, science
Education system evolved throughout the centuries and universities
across the world recently have noticed an increase in the number of students aspiring to continue their studies at Tertiary level. While many
departments have grown and hired lecturers to distribute the students
amongst academics, other Universities such as that in Malta1 still have
a lecture room of a hundred students in certain Faculties. Classes falling
under this category are divided into groups for tutorial sessions. They
have the form of a lecture, where problems encountered by the students
are addressed during their revision. Diversely to a lecturer delivering the
syllabus material, a tutor has an ample time to give each student the required individual attention.
Before sharing my experience, I would first provide a brief outline of
the courses offered by the Faculty of Science at the University of Malta.
In doing so, the reader will relate to the tutoring scenarios depicted in the
article. Undergraduate courses are joint, and by the end of the course, the
students graduate with double honours. The departments include Physics, Mathematics, Statistics and Operations Research, Chemistry, Biology and Geosciences. While the entry pre-requisite qualifications vary,
the Faculty may have a considerable number of students enrolled in any
of the courses that are unevenly distributed amongst the departments.
Therefore, the number of students registered for a particular subject is not
large unless two courses have a common compulsory subject, or students
1
M. Mifsud, Environmental Education Development in Malta: A Contextual Study
of the Events That Have Shaped the Development of Environmental Education in
Malta, Journal of Teacher Education for Sustainability, vol. 14 (2) (2012), pp. 52–66;
Ch. Farrugia, Malta: A Small University in a Small Country, International Higher
Education, vol. 32 (2003), pp. 22–23.
PA R T I . T U T O R I N G I N E DU C AT I O N
enrolled in a different degree attend the lectures. In light of this, the Lectures and Tutorials comprise the same students and very rarely does the
lecturer split the class into smaller groups.2
In fact, most of the time, tutorials are essentially lectures where the
students come into a class. Diversely to a lecturer, the tutor asks the students about any difficulties they might have had with the material delivered. In other words, a tutorial evolves in the direction the students
want it to. They ask the tutor about a certain topic that they have not fully
comprehended and they are those who lead the tutorial.
At the University of Malta, the hours of lectures take into fact a number of tutorials. The subject coordinator typically prepares a worksheet
with different applications of the theory and by the end of each topic, the
students are encouraged to attempt the exercise. After giving ample time
for students to revise the material, a date is agreed upon between the tutor
and the class for a tutorial session. Instead of spending an hour or two
learning new material about the topic, the tutorial focuses on addressing
the difficulties that individuals have encountered during their revision
and worksheet. Sometimes the students ask to revisit a certain topic and
other times we go through the tutorial sheet one problem at a time.
Some lecturers deliver the tutorials themselves, where they meet the
students and ask for problems to be discussed. It is quite common in several Universities around the world to assign a postgraduate student as
a tutor of a particular subject. Of course, the postgraduate student has
to be well acquainted with the assigned subject. A similar procedure is
carried out for lab sessions. While a full-time lecturer within a specific
department coordinates the experiments, a postgraduate student is appointed as a `lab demonstrator.’ The role entails attending each session
and guiding undergraduate students to complete the experiment assigned
to them by the coordinator.
In my four-year experience, I found that the role adapts to the audience, according to their age, motivation and drive to get to the bottom
of each subject. The challenge that a postgraduate student faces as a tu2
B. Davey, A. Tatnall, Educational Management Systems and the Tutorial Class, [in:]
Information Technology and Educational Management in the Knowledge Society.
IFIP TC3 WG3.7, 6th International Working Conference on Information Technology
in Educational Management (ITEM) July 11–15, 2004, Las Palmas de Gran Canaria,
Spain, eds. A. Tatnall, J. Osorio, A. Visscher, IFIP International Federation for Information Processing, vol. 170, Boston 2005, pp. 131–140 (Springer Science & Business
Media).
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tor, revolves around the simple fact that the audience is also students.
While a lecturer portrays some authority over the students, duly to the
different status, postgraduates are often considered friendlier which may
stem from the point that most of us are more or less the same age as the
class we tutor. Over the past three years, I believe that my role of a tutor
changed with the different audience as well as with the subject into consideration. As such, the role of a tutor is not just one but several.
A year after completing my Bachelor’s degree, I was appointed as a tutor for final year students enrolled for Nuclear Physics. Approximately
nine students were registered for this course and I had already made acquaintances with most of them during my final undergraduate year.
As with the ‘first time’ for everything, my tutoring endeavor was
a challenge. Having sat on the opposite side of the big table for my entire
life, it was overwhelming to be in the tutor’s shoes facing students and aspiring to teach them what I had learned just the previous year. Throughout the journey as a postgraduate tutor, I would categorize the challenges
into two major sections:
• learning the technique to transfer your knowledge on to the students;
• building a pleasant yet respectful environment between the tutor
and students.
Some students expected me to simply hand out the solutions to the
set problems, instead of encouraging them to try and tackle the tutorial
sheet. Nuclear physics is a kind of subject which one either understands
its concept or not. It, therefore, requires a joint effort from both students
and tutor to get the best results. The tutorials were challenging, I knew
the subject but I was still learning about the best technique to provide the
optimal explanation. Initially, I thought that the best way to go around
this would be to take the role of an ideal tutor, according to my expectations back when I was an undergraduate student. I soon realized that
different students have different expectations from a tutor and drawing
a line on the role of a tutor is difficult.3
A year later, I had a completely different experience with second year
Bachelor students, and postgraduate students reading for Masters in Astroinformatics at the Institute of Space Sciences and Astronomy. The experience left its mark, and whilst I still can not merely state in one word
3
T. Schofield, Student and Tutor Perceptions of the Role of the Tutor in a Sixth Form
College, Pastoral Care in Education, vol. 25 (1) (2007), pp. 26–32.
PA R T I . T U T O R I N G I N E DU C AT I O N
what the role of a tutor is, I think that the best comparison would be
a bridge between the students and the lecturers – The Bridge of a Tutor.
The tutor is continuously moving on that bridge where at times the role is
closely related to a lecturer and other times the tutor is more of a friend
to the students than an academic.
I reached that conclusion after three years of tutoring a wide spectrum
of students, from first years to Masters students. Each class comprises
a different audience. Some required discipline, others needed guidance
and with Masters’ students tutorials took on an entirely different dimension whereby the session evolved into a whole new level of discussions.
Before I delve into comparing the different audiences, it is perhaps
necessary to stipulate how education system works in Malta. Maltese
citizens are provided free education by the State and are given monthly
stipend during their post-secondary and tertiary education. Nonetheless, those who aspire to further their studies after completion of an
undergraduate degree, are required to pay an enrollment fee depending
on the course and research of interest. Furthermore, due to the small
geographical size of Malta, students do not necessitate accommodation
and the majority of students live with their parents until they finish
their studies, which depends on whether they further their education
to postgraduate degrees or not. Therefore, the environment in which
I tutored may differ from other universities across the globe. It also
may explain the different roles that as a tutor I had to take in the face
of certain challenges where other universities may not encounter duly
to their diverse educational system.
My experience will be divided into three sections: tutoring undergraduate students, lab demonstrator and postgraduate tutoring. Each experience is different but closely related.
1. Tutoring Undergraduate Students
A tutor with a vast experience may have gotten well acquainted with the
broad spectrum of characters that may or may not attend the class. However, I assume that during the first tutorials, each lecturer and tutor would
have learned that the technique utilized to help and guide the students
towards a full comprehension of the curriculum is not straightforward.
First, the tutor has to explain the same phenomenon to a number of students whose commitment to the course varies. Some students simply aim
to get a degree while others aspire to learn and further their knowledge
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in a specific area. I will not go into the pros and consequences that the
education system has on the students, but as I describe my experience, it
should become evident why certain problems arise.
As I explained in the beginning of this article, the courses in the Faculty of Science are joint. A student can take a combination of any two
subjects each carrying half the weight of a degree. Different lecturers
teach in different ways and furthermore assess the student diversely.4
While most of the examination questions are about the theory taught
in class and applications that students have not encountered before but
closely related to the tutorial sheet, other lecturers base their assessment
on the student’s ability to reproduce the proof or state the theorem. In
other words, a student might as well have not understood anything of the
context but remembers the proof and will do extremely well in the exam.
This type of assessment pushes individuals into a comfort zone that is
difficult to remain into while studying certain fields of physics, especially
astronomy, strophysics and cosmology.
When students cross in between the two different assessments, they
tend to be more adamant in staying in the aforementioned comfort zone.
A tutor of a subject in which memory will only work if one grasps the
fundamentals of the topic, will be faced with a resistance from students
who refuse to make an effort. Instead of enthusiasm, these students show
reluctance against attempting to solve a problem and demand a solution
to memorize right away. Seems obvious that in physics you can memorize
equations or laws, but you cannot remember each and every numerical
answer tackled in the tutorial. What they would want to memorize, instead of understanding, is the method towards the solution versus apprehending the principles.
As a tutor on the aforementioned bridge, I walk towards the lecturer
end to enforce discipline and encourage students to do their part. In
Physics and Astronomy, there is little to remember but a lot to apprehend. One may argue that there are laws and equations, and variables
such as ‘λ’ representing wavelength or ‘ℓ’ referring to length. However,
these are details that students can easily get acquainted with continuous application of the theory. The Faculty of Science provides a booklet
with equations for Physics and Mathematics exams, so students do not
have to remember anything and focus on the principles of the problem.
4
Measuring What Counts: A Conceptual Guide for Mathematics Assessment, National
Research Council, Washington, DC 1993 (The National Academies Press), passim.
PA R T I . T U T O R I N G I N E DU C AT I O N
On the other hand, the concept is something to be apprehended. It is of
no use to memorize an equation without knowing how it can be applied
to output a result or another. The explanation has to be such that, in
part, the students can identify certain problems to certain methods but
at the same time be able to adapt the technique to several other applications.
Over the years I learned that the best way to overcome this problem
is to ask each and every student to solve parts of the problem in front of
the whole class. In this way, the students make an effort, spend the time
to think about the problem and at the same time understand the theory
taught in class. I encourage this technique as it has shown to push the students out of their comfort zone and attempt a solution to the problem. If
they succeed, then their confidence in the subject grows, whereas if they
get stuck, I guide them towards a solution but never give it to the students
on a silver plate.
I had a very positive feedback. During the course of tutorials, I witness
their confidence growing with every problem they managed to tackle. The
students themselves then understand more of the theory and essentially
end up explaining the technique to the fellow classmates.
During the three years that I have been giving Nuclear physics in the
final semester of the last year, I find that in between submission of final
year project dissertation, paper reviews assignment and exams, final year
students very rarely keep up with tutorials. A handful of students manages to look at the tutorial sheet, even fewer actually try to solve it. However,
when they are asked to work out a few steps into the problem, they engage
in the challenge and the entire class participates.
Discussing tutorials with fellow tutors demonstrated the different environments that tutors expect the class to be. Perhaps a more conventional tutorial would entail a more prepared class where the student would
have already studied the theory, tried to tackle the tutorial sheet and
then attend the tutorials with problems. However, this occurs very rarely.
While it is up to the students to manage their time and optimally work
on the academic assignment, it may get out of hand at times. Having been
a recent graduate myself, I try to meet them halfway right in the middle
of the previously described bridge of tutor.
At the centre of the bridge, things get more complicated where you
have erased the thick line between tutor and student and draw a thinner
line. A tutor can never take one role even for a specific class. Tutorials
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are designed to fill in the blanks between the lectures and the exams,
therefore a tutor has to make sure that the explanation is delivered in
such a way that each and every student understands, in their own different way.
Even if a class comprises two students, each individual may require
an entirely different approach and it is up to the tutor to be comfortable
enough to be able to deliver. I spoke a lot about the effort that students
have to make but the tutor has to work equally as hard in transferring
the knowledge as clearly as possible. The theoretical material of the syllabus is delivered during the lecture, where the lecturer is tight with
time to finish the curriculum pre-defined for the course. It is therefore
very improbable for the lecturer to stop and address any misunderstandings that certain students may have, and thus it is up to the tutor
to ensure that any confusion and doubts are smoothed out before the
exam. The lecturer may have designed the notes in such a way that they
follow through the details of the theory but individual attention to students is not practical during lectures.
When a student needs to inquire about the theory, they usually contact the lecturer and set a meeting. These are referred to as ‘contact hour’
where the student sits down with the lecturer and addresses the problem.
However, other students feel more comfortable with a tutor, for several
reasons, and the tutor has to be prepared to provide different ways of
explaining the problem other than that given by the lecturer. While, for
example, drawing graphs will prove to be sufficient for one or two students, many times there will be others who require a different form of explanation. The tutor has to ensure that each and every student attending
the class walks out with a better grasp of the subject than they would have
walked in. Therefore, the explanation has to take different forms.
In a way, the tutor has to understand the concept from various angles
and be prepared to explain the same concept using different techniques.
Time is of the essence so the choice of technique should be optimal and
efficient. If a tutor is not capable of explaining the concept verbally, then
attempting to do so will most probably confuse the students further. On
the other hand, the technique utilized should be the one which the tutor
feels most comfortable to use. The assertiveness will be evident in the
tutor’s behavior since each stone related to the argument is turned thus
displaying the concept as simply as possible and the students will be able
to follow the argument through.
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So, whilst the students have to make their part and put effort into the
work, the tutor has to learn which technique5 would enhance the explanation most and therefore would optimize the time reserved for the tutorial.
Someone who has been tutoring for a number of years would not think
about this because the skills come out naturally. Nonetheless, a postgraduate whose position shifted from a student attending tutorials to a tutor
needs time. Initially, I adopted my role based on what I expected a tutor
to do in class, but soon I realized the explanation I required may have
been different to someone else’s and the tutor’s role is to comprehend the
kind of student in the audience asking a question.
Furthermore, there are students who do not understand the first two
approaches of the explanation. Ideally, they would speak up and insist
that something is still not clear. This could stem from an incorrect wording of the question or not fully understand what the students’ question
was. Others feel intimidated to keep asking in front of the whole class
and nod at your explanation just the same. I tend to observe their behavior and learned to pick on certain signals that demonstrate whether they
have grasped the concept or not.
It was and still is a challenge. I am addressing this by looking up several applications of the same concept. Some students prefer words and tend
to understand almost immediately as long as the tutor chooses the right
words. Nevertheless, most physics and mathematics students prefer an
application that they can understand and visualize.
Tutoring astronomy is similar. Explaining the occurrence of phenomena using astronomical pictures captured by renowned telescopes always
draws the student’s attention. The keen interest portrayed by students attending the course is quite impressive, and tutorials are more about the
mathematics behind astronomy. It is evident that students who select Astronomy units as part of their course make an exceptional effort to do really well because what they are interested in is an explanation to what
they find fascinating. Having an audience who attends a class with that
goal eases the tutor’s role. This is a perfect opportunity for us educators
to share our own research with students and give them a glimpse of the
work behind astronomy photos.
5
D. McArthur, C. Stasz, M. Zmuidzinas, Tutoring Techniques in Algebra, Cognition and Instruction, vol. 7 (3) (1990), pp. 197–244; T.-W. Chan, Some Techniques
for Building Mathematical Intelligent Tutoring Systems, Intelligent Tutoring Media,
vol. 2 (3–4) (1991), pp. 137–148.
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Most students find applications to be more apt to explain certain phenomena, which leads me to the second part of my tutoring experience
during laboratory sessions.
2. Lab Demonstrator
The students are split into two groups so each individual will conduct the
experiment on their own. The groups alternate weekly and a lab demonstrator will attend the session. On average, every lab demonstrator will
have eight students per group.
The lab sessions are very different from the tutorials described earlier
on. Each student is assigned an experiment and neither students have the
same experiment at once. This means that they are expected to conduct
it alone with some guidance from the lab demonstrator. Sometimes there
would be two demonstrators, but one person was appointed per academic
year for the last two years.
A higher level of preparation is expected from the students. As a lab
demonstrator, a crucial part of my role is to ensure that all safety precautions are followed to avoid health hazards and damaging of apparatus. These include safety specs, lab coats, and some precautionary advice before commencing the experiment. These rules have recently been
enforced, but when students are indoctrinated with certain norms, they
tend to be imprinted in their protocol employed for experiments.
At the beginning of the scholastic year, the coordinator gives an induction course, during which they are given a brief introduction to the
lab session (first years) or a reminder of certain protocols. Second year
students are expected to conduct the assigned experiment with minimal
supervision possible in preparation for the third year practicals. Therefore, the students are forewarned to read the procedure thoroughly and
then smooth out any misunderstanding with the lab demonstrator.
As with tutorials, dedicated students read the lab sheet back to front
but others do not. My role adapts with the student and therefore, throughout the session, I will be walking the `bridge of a tutor’ back and forth.
During a lab session, students can not help each other since each has their
own experiment to understand and conduct in the allowed timeframe.
Thus, a tutor has to conform the explanation according to the experiment. In contrast to a tutorial on a particular subject where, two students
might have encountered the same problem, in physics experiment differ-
PA R T I . T U T O R I N G I N E DU C AT I O N
ent student will have distinct difficulties. Therefore, the role of the tutor
during physics experiment hinges upon the motivation of a student.
Some would be enthusiastic towards the task at hand, and therefore
my role would be friendlier in the sense that the interactions would consist checking and ensuring that they understand the principles of the
experiments. Most importantly I ask questions that the student should
think about during the session and if they grasped the objective of the
task, then they would be able to answer it. Others, however, drag their
feet. Upon walking to the other end of the Bridge of Tutor, a lab demonstrator can not do the experiment for the student, nor should the solution be handed on a silver plate. At this point, I begin to ask the student
whether they read the procedure, and if their reply is negative, I sit and
wait for them to do so until the concept is understood. Somewhere in
between, one finds those who read but not understood and in those cases
I ask guided questions that would aid the student towards a better apprehension of the experiment.
After the students complete their task, they are required to hand in
a report where they are expected to follow a certain writing protocol including sections, format, and presentation. The lab demonstrator marks
the report, and as has been in the last two years, deduction of marks has
to be clearly stated so the student has a valid reason for being awarded
a mark and not another. It is thought to be a measure to enhance their
writing skills in science,6 and most students tend to take the remarks very
seriously. Some students do not, and upon deducting the same marks I ask
the student to speak to me should the remarks be unclear. However, such
students would be aspiring for a pass rather than a skill, and as a tutor,
there is nothing much to do except try and get them more interested in
the subject. More importantly, motivate them to push their boundaries.
Sometimes it is difficult for a tutor to try and understand the source
of the problem. Especially when the student is showing to be indifferent
towards the subject. It does help to speak to students and identify whether
the indifference is a consequence of not understanding. Naturally, a lack
of enthusiasm towards the topic grows but it could be the case that their
attendance depends on the requisite of the course they have enrolled into.
6
D. McArthur, C. Stasz, M. Zmuidzinas, passim; T.-W. Chan, passim; Academic Reading, Second Edition: Reading and Writing Across the Disciplines, ed. J. Giltrow, Peterborough 2002 (Broadview Press), passim; J. Schimel, Writing Science: How to Write
Papers That Get Cited and Proposals That Get Funded, New York 2011 (Oxford University Press), passim.
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Occasionally, since most of the time I meet the students during hours allocated to tutorials or sessions, I make time to speak to the students about
their other courses and the work assigned to them. During the conversation, I relate their experience with mine to encourage them that others
have made it through. Most of them speak up about it, and they share
their struggles. Upon sharing the experience, they empathize and when
they relate their troubles with someone who had graduated, it helps them
believe that they can overcome the difficulties as well. Essentially, they
tend to be more motivated and determined to work harder.
The University of Malta assigns an academic advisor to each student
for the duration of the course. It is thought to give students the opportunity to speak to someone in academia in relation to the problems encountered throughout the course. Many times students face difficulties
where the easy way out would appear as the only solution. While many
individuals turn to their relatives others opt to speak with an unrelated
person for an unbiased advice.
When I was a postgraduate student, I could not be appointed as an ‘academic tutor’, but I did hear positive remarks with regards to the scheme.
I can only relate to this topic from a student’s point of view who sought academic advice. These academic tutors encourage students and help them
understand the difficulties they would be experiencing. Sometimes they
speak of the course and other times about a life-changing decision, like
for example whether they should further their studies or not. It is more
common for these meetings to occur during the first year or before the
final year when the student is either contemplating whether it is the right
course or which final year project they should take. Nonetheless, there
has been other instances where students feel overwhelmed by the amount
of work and they simply would like to speak to someone not related.
Most of the difficulties that undergraduate students encounter are related to the amount of work that they need to conduct in a certain period of time. Other universities allocate certain weeks for the students
to do revision and at the end of those weeks, they are assessed. It is very
easy to feel overwhelmed and certain students fall behind. They attend tutorials to try and make up for the poor time management and
as a young tutor, I understand their struggle and yet work hard to help
them overcome it. Sometimes I share the tricks I used when I was an
undergraduate, and while I was never an academic advisor, being a student myself, I feel obligated to share the traits of a student. Students who
PA R T I . T U T O R I N G I N E DU C AT I O N
register for a part-time job in conjunction with the course struggle more.
Their time is allocated to academic work decrements and these are the
ones who write assignments at the last minute, who tackle tutorial sheets
on the day.
3. Postgraduate Tutoring
Most undergraduate courses are offered on a full-time basis where the
students are expected to attend lectures during the day. Some opt for
a part-time basis but this is more common amongst postgraduates. The
lectures take place in the evening, and students attend after their daily
job. The role of a tutor with postgraduate students is very different and
tutorials take on a different dimension. Part-time students enroll against
a fee which may explain the motivation and determination in comparison to undergraduate students.
Postgraduate students are more mature, they have completed an undergraduate course and went out into the world. Their experience in industry leaves a mark on their character, and as a tutor, I found myself on
the student end of the bridge. In spite of their time constraints, the two
Masters students I tutored were always present for the tutorials and attempted to tackle the sheet provided after the end of a topic. While there
were times where as a tutor, I was asked to revisit a certain theory covered
during the lecture, most of the time we tackled issues related to the application of said theoretical principles.
In contrast to undergraduates, where students might feel intimidated
to ask again or to acknowledge that the explanation was not clear, postgraduate students felt very confident to ask, even multiple times. This
level of interaction made it easier for me as a tutor to do my job. When
a matter is raised in relation to a particular subject, such as statistics,
we could discuss the issue in depth down to the fundamental principles
of the theorem in question. We were able to discuss each problem, since
they would have managed to work out relatively easier ones, thus allowing
us to spend time on more complex applications. Many times the students
would come up with a counterargument that opens up a whole new challenge which we would solve. Their enthusiasm allows for further applications of the theorem. What struck me most is their ability to manage their
time. On one hand, I meet undergraduate students who are continuously
trying to keep up with the amount of work, while on the other hand,
I meet postgraduates who, although they also find the amount of work
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to be overwhelming, they still manage to get things done and submit the
assignments on time. Observing such commitment encourages the tutor
to work harder since the goal is one and the same.
After every tutorial with postgraduate students, I learned a bit more
and their questions were not elementary but rather applicable to the industry. Tutoring postgraduate students is an excellent exercise where
a tutor engages into a learning experience. Additionally, the same argument can be presented in an undergraduate class where a more intriguing application can be utilized that might draw the attention of certain
students.
All in all, I think that the role of a tutor is very important and crucial at every stage. The student’s path may as well hinge on the ability of
a tutor to deliver or explain a certain concept. Sometimes the students
do not comprehend the material and attribute that to lack of intellect,
whereas a dedicated tutor would ensure that each student is given the individual attention required. My experience as a tutor has taught me a different lesson each day and every year. Generations are different and the
educational system leaves a mark on the student’s character, aspiration,
self-confidence and motivation. Achieving the required balance between
discipline and informalities is quite a challenging task that a tutor will
only hope to acquire over the years. Nevertheless, it is my opinion, that
no matter how much time passes, the tutor will always be crossing that
bridge, back and forth pushing students to achieve their goals.
4. References
Academic Reading. Second Edition: Reading and Writing Across the Disciplines,
ed. J. Giltrow, Peterborough 2002 (Broadview Press).
Chan T.-W., Some Techniques for Building Mathematical Intelligent Tutoring
Systems, Intelligent Tutoring Media, vol. 2 (3–4) (1991), pp. 137–148.
Davey B., Tatnall A., Educational Management Systems and the Tutorial Class,
[in:] Information Technology and Educational Management in the Knowledge
Society. IFIP TC3 WG3.7, 6th International Working Conference on Information Technology in Educational Management (ITEM) July 11–15, 2004, Las
Palmas de Gran Canaria, Spain, eds. A. Tatnall, J. Osorio, A. Visscher, IFIP
International Federation for Information Processing, vol. 170, Boston 2005,
pp. 131–140 (Springer Science & Business Media).
Farrugia Ch., Malta: A Small University in a Small Country, International Higher Education, vol. 32 (2003), pp. 22–23.
PA R T I . T U T O R I N G I N E DU C AT I O N
McArthur D., Stasz C., Zmuidzinas M., Tutoring Techniques in Algebra, Cognition and Instruction, vol. 7 (3) (1990), pp. 197–244.
Measuring What Counts: A Conceptual Guide for Mathematics Assessment, National Research Council, Washington, DC 1993 (The National Academies
Press).
Mifsud M., Environmental Education Development in Malta: A Contextual
Study of the Events That Have Shaped the Development of Environmental Education in Malta, Journal of Teacher Education for Sustainability, vol. 14 (2)
(2012), pp. 52–66.
Schimel J., Writing Science: How to Write Papers That Get Cited and Proposals
That Get Funded, New York 2011 (Oxford University Press).
Schofield T., Student and Tutor Perceptions of the Role of the Tutor in a Sixth
Form College, Pastoral Care in Education, vol. 25 (1) (2007), pp. 26–32.
5. Summary
Tutors around the world have, first and foremost, been students. At one point,
a student transitioned into a tutor and this change can happen as soon as an
individual enrolls into a postgraduate program. Whilst being a student provides
a sense of comfort zone, this is far removed from that experienced by a postgraduate student appointed as a tutor. For the first time, the postgraduate student has
to become the Tutor, the lecturer. The syllabus is not delivered by someone else,
but by the postgraduate student who learned such material in the previous years.
Additionally, the postgraduate student tutors other students, where in spite of
the different levels, many times the age gap is minimal especially during the
first few years. Other tutors may have grasped the role of a tutor, but being a
postgraduate student myself for the last three years. I am still in the process of
understanding what the holistic role of a tutor should be, one that lies halfway
between a student and a lecturer.
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The Role of Tutoring in the Field
of Education and Work with Adults
During my Professional Experience
L AT I N K A K RU MOVA G E O RG I E VA
Sofia
keywords . tutor-home teacher, educator, family counseling, helping,
social pedagogy
Thinking about the chronology of my professional experience (about 18
years) and the topics I am going to present in this article, I find touch
points with the term tutor – home teacher, educator, mentor, guardian,
tutor, instructor, student manager, lecturer. I learned from personal experience that I have been in all these roles: educating, directing, preparing,
mentoring, settling, restrainting, giving private lessons outside the mass
education system.
I am a graduate in Pedagogy, specialty: Social Pedagogy. During the
course of my studies, I helped out in a hospice for elderly people, some of
whom were verbally aggressive in their loneliness and illness, and taught
me patience. Others were grateful for the warm food and the sweet words
in helping and taking care of them. Those people wanted attention. In the
same way as all the elderly people who initiate a chat on the bus and for
hours can talk about the story of their past, the loss of their professional
role after their retirement. They speak about their contacts, friendships
and lost family members.
Right after the graduation from Sofia University “St. Kliment Ohridski” and completing regular training practice, we as the graduates were
offered to apply for a job in Sofia Prison. Taking into acount my fragile
age, the lack of experience and authority, I considered myself uncompetant to teach people serving a sentence. People housed in penalty institutions, who should pass a tutorial in which should be thought how to be
restraint, how to control their emotions, and be prepared for joining the
society without committing crimes. I think all these factors are important in teaching (therefore I refused to join this program?).
PA R T I . T U T O R I N G I N E DU C AT I O N
My first job was in a social housing for children with mental retardation at age between 3 to 18. Working with such a group of children
is a real challenge for a young specialist. Most of them were parentless,
another part with episodic and formal contacts with their parents who
haven’t lost their parental rights. Children that have spentyears in social
housing, institutions...
Being their teacher I experienced different emotions varying between
strong determination and sadness. Sometimes I felt incompetet, discouraged, a had a sense of weakness because oft he fact that I was not able
to help them all... Moreover, the children can start seeing you as their
parent, can call you “Mom” and become strongly attached.
Of course, the classes were basic, according to the age of the children
and their condition. But the role of a teacher was more about repetition,
reinforcement and was naturally combined with the role of educator,
guardian.
On the playgrounds, children play happily and learn while having
fun. In the family counseling of children in the local community center
weh had skillfully, using methods like drawing and sharing, giving love
as parents, to target appropriate treatment points and to help children in
solving problems such as night-time drinking, peer/kindergarten/aggression problems, etc.
My further experience is related to Metropolitan Prophylactic and
Treatment Center on the Problems of Drug Addiction. The main tasks are
related to ambulatory patients – informing and referring to an appropriate treatment program, motivational path for detoxification and ongoing
therapy. My role in the National Center for Drug Addiction is connected
with training and mentoring. The group teaching, individual and family
counselimg are the main methods we use in the State Psychiatric Hospital for the Treatment of Drug Addiction and Alcoholism – Suhodol Clinic, day center. We provide the participants of the program with a trainign
that allows them to become part of the team after a two-year remission
and completing a course for a collaborator social activities.
Addiction is a disease in which people have remissions. They may stop
using addictive substances for a different period of time, and have relapses
after that... The chronic and recurrent nature of the disease is what discourages us as therapists, trainers, and the families who is trying to help their
addicted relatives, too. The Day Center, providing a rehabilitation program
is joined by people dependent on psychoactive substances. When the pa-
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tients stop using substances, we therapists face the challenge of predisposing them to share their problems and to encourage them to see the the
opportunity to develop all their positive qualities. It is important to respect
them as individuals with their own value system, but with difficulties in
learnign how to overcome their personal situation. We train them on social
skills to cope with and solve their problems without usinf substances. Our
efforts ultimately help them to become more confident.
As a training base at the State Psychiatric Hospital for the treatment of addiction and alcoholism, we work with students in the fields of
medicine, social activities, pedagogy, psychology and other specialties.
We teach them empathy, humanity, listening skills, respect for the sick
as personalities. We teach skills helping them to cope with difficulties
and show personal examples, as well as a correlation between theory and
practice, words and deeds.
Replacement and maintenance treatment with methadone and substilol – in these programs the role of the teams has a longterm haracter –
term information, training and therapy. In re-socialization programs,
patients are quickly learning right after detoxification. In pure states,
without drugs, they reinforce for years what they have learned. They receive support in the period of active treatment – full format in therapy
and in health when they start studying or finding a job. They make contacts with non-users, and tracking turns out to be a great social deal.
Patients addicted to methadone and substilol, along with the positive
fact that they do not use drugs, we can observe a reduction of the harm
to themselves and others... and a hard wok. There is a slow escort process
in which we try to overcome fear. It is important to throw the crutch and
to be assured that with the help of the family, friends, team, teachers,
employers, classmates and colleagues in the long run, they will be able
to learn a lot and to live happily, without the support of methadone, substitel and psychoactive substances.
With a good therapeutic bond, we could teach patients to share and
seek contact in a different form of tracking, in difficult and joyful moments. Unfortunately, patients from these programs in my impressions
quickly collapse and do not keep in touch with the team, even less longterm than the rehabilitated. In my opinion, learning, motivation, trust
and cleanliness – without substances, medicines – is important for the
learning process. Then one can socialize and live satisfactorily without
drugs and alcohol.
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As elderly people and teachers, our task is to observe the theory as the
prerequisites for effective learning as described by Tony Busan. That is,
to know what we are doing, why we do it and what we want to achieve,
the goal, dressed in an image that creates pleasant associations. And also
the secondary ambient influences – light, position of the body, comfortable chair and desk, prepared and collected teaching materials, individual
study of the learning ability. Additionally, keeping in ming to folow the
rule – a healthy mind in a healthy body – exercising, consuming healthy
food and keeping concentration – without interruption, without telephones and televisions.
All this can be summed up with a comprehensive useful concept applicable both to children and adults in formal and informal learning.
I dare to say that these principles will survive among the challenges of
today‘s world, lifelong learning as well as our overwhelming technologies resulting in increasingly requirements for holding online lessons.
We should not forget the principles of memory – senses, exaggeration,
rhythm and movement, color, numbers, arrangement, symbols, attraction, laughter, positive thinking. All of them stimulate imagination and
memory, through the senses: images, smells, sounds, touch, regular
breaks and revision.
Helping others as a profession taught me that whether we work with
children giving them our support and care, educating and teach students,
adults, people with deficiencies that the process of learning and educating
and re-educating/correcting institutions/always require warm eye contact, care, empathy, respect and humanity.
In any case, for me, the role of teaching, traingn in support both children and adults is a mission based on giving and receiving.
In the process of teaching others I also teach and learn more about
myself!
1. References
Buzan T., The Buzan Study Skills Handbook: The Shortcut to Success in your
Studies with Mind Mapping, Speed Reading and Winning Memory Techniques (Mind Set), London 2006 (The BBC Active).
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2. Summary
Help for another person is associated with social pedagogy. The real challenge
is to work with children in social housing. The role of a teacher also consists
of being an educator. Group counseling, individual and family counseling are
important tools in combating addictions. Addiction remissions are very dangerous. Therefore, helping others as a profession requires a warm contact with
an addict. Thus, support-based teaching is a mission relying on giving and receiving.
PA RT I I . T U T O R I N G I N S O C IA L WO R K
Pracownik socjalny jako tutor
E WA W I Ś N I E W S K A
Płock
keywords . social work, social worker, social work axiology, tutoring,
tutor
1. Wprowadzenie
Tutoring to niezwykła metoda, szczególnie skuteczna jeśli chodzi o rozwijanie potencjału ludzi i motywowanie ich do samodzielnej pacy. Tutoring opiera się na założeniach, że człowiek ma duży, często ukryty
i nie w pełni wykorzystany potencjał, który w odpowiednich warunkach
może się ujawnić. Siła tutoringu jest jego osobowy charakter wynikający przede wszystkim z relacji. Jego skuteczność jest bowiem rezultatem
jakości spotkania i dialogu między tutorem a podopiecznym. Nie zależy
jednak jedynie od osoby tutora, lecz powstaje pomiędzy dwiema osobami
i przez nie jest kształtowana.
Tutoring może być z powodzeniem stosowany również w pracy socjalnej. Przemawia za tym stwierdzenie, że praca socjalna nie może być
wyłącznie interwencją w ludzkie życie w celu jego polepszenia. Praca socjalna musi się starać też o odnalezienie sensu ludzkiej rzeczywistości,
dlatego powinna zachęcać ludzi do ponownego oceniania i odkrywania
sposobów interpretacji własnej sytuacji. Współczesne założenia pracy socjalnej postrzegają zatem klienta w nowej roli, jako podmiot zmiany, a nie
jako biernego odbiorcę „opieki” społecznej, co powoduje, że modele pracy socjalno-wychowawczej bazują na potrzebie poszukiwania rozwiązań,
które go aktywizują, skoncentrowanych na jego potencjale, na dialogowej
relacji z nim. Tutoring niewątpliwie wpisuje się w powyższe założenia.
2. Aksjologiczny wymiar pracy socjalnej
Na temat pracy socjalnej wiele już powiedziano i napisano w literaturze
przedmiotu, wielokrotnie definiując wielość działań kryjących się pod
tym pojęciem. Termin „praca socjalna” pojawił się w Stanach Zjedno-
PA R T I I . T U T O R I N G I N S O C I A L WO R K
czonych w 1917 roku i był definiowany wtedy jako działalność służąca
niesieniu pomocy ludziom potrzebującym. Do przełomu XIX i XX wieku
nie była to jednak działalność ściśle zawodowa.
Według B. Szatur-Jaworskiej pojęcie pracy socjalnej jest wieloznaczne.
Stanowi zarówno nazwę specyficznej ze względu na swe cele i metody
działalności, jak i używane jest dla nazwania profesji, która – między innymi – polega na wykonywaniu owych działań. Z praktyki i teorii pracy
socjalnej wynika, że może być ona realizowana także przez nieprofesjonalistów. Zatem praca socjalna – działalność i praca socjalna – zawód
są pojęciami przyjmującymi niejednakowy zakres1.
Na gruncie polskim pracę socjalną definiowała Helena Radlińska2,
która twierdziła, że Praca społeczna polega na wydobywaniu i pomnażaniu sił ludzkich, na ich usprawnianiu i organizacji wspólnego działania dla dobra ludzi3. Obecnie funkcjonująca w Polsce, definicja pracy
socjalnej została zapisana w ustawie o pomocy społecznej w 2004 roku
(z późn. zm). W art. 6 tej ustawy czytamy, że przez pracę socjalną rozumie się działalność zawodową mającą na celu pomoc osobom i rodzinom
we wzmacnianiu lub odzyskiwaniu zdolności do funkcjonowania w społeczeństwie poprzez pełnienie odpowiednich ról społecznych oraz tworzenie warunków sprzyjających temu celowi4. Praca socjalna świadczona jest
na rzecz poprawy funkcjonowania osób i rodzin w ich środowisku społecznym. Praca socjalna prowadzona jest zatem: z osobami i rodzinami
w celu rozwinięcia lub wzmocnienia ich aktywności i samodzielności
życiowej oraz ze społecznością lokalną w celu zapewnienia współpracy
i koordynacji działań instytucji i organizacji istotnych dla zaspokojenia
potrzeb członków społeczności5. W praktyce zawodowej pracy socjalnej
mamy głównie do czynienia z osobami (klientami), które odczuwają i rozumieją życie swoje i swoich bliskich na swój indywidualny sposób.
W definicji międzynarodowej pracy socjalnej stwierdza się natomiast,
że jest to „zawód, który dla zwiększania dobrostanu (well-being) promuje
1
2
3
4
5
B. Szatur-Jaworska, Teoretyczne podstawy pracy socjalnej, [w:] Pedagogika społeczna:
człowiek w zmieniającym się świecie, red. T. Pilch, I. Lepalczyk, Warszawa 1995 (Wydawnictwo Akademickie Żak), s.108.
W pracach Heleny Radlińskiej synonimem pracy socjalnej jest praca społeczna;
H. Radlińska, Szkoła pracy społecznej w Polsce, Warszawa 1928 (Ministerstwo Pracy
i Opieki Społecznej), passim.
H. Radlińska, Pedagogika społeczna, Wrocław 1961(Zakład Narodowy im. Ossolińskich), s. 354–356.
Ustawa z dnia 12 marca 2004 r. o pomocy społecznej, Dz.U. z 2016 r., poz. 930.
Ibidem.
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społeczne zmiany, rozwiązywanie problemów we wzajemnych ludzkich
relacjach oraz upodmiotowienie/wzmocnienie (empowerment) i wyzwolenie ludzi. Korzystając z teorii ludzkich zachowań i systemów społecznych, praca socjalna oddziałuje dokładnie tam, gdzie dochodzi do wzajemnego oddziaływania ludzi i środowiska. Podstawowymi zasadami
pracy socjalnej są prawa człowieka i sprawiedliwość społeczna6.
Aktualnie globalna definicja pracy socjalnej, która została zaakceptowana przez Zgromadzenia Ogólne Międzynarodowej Federacji Pracowników Socjalnych i Międzynarodowego Stowarzyszenia Szkół Pracy
Socjalnej w lipcu 2014 r. mówi, że „jest [ona] profesją opartą na praktyce i akademicką dyscypliną, która promuje zmianę społeczną i rozwój,
społeczną spójność oraz empowerment i wyzwolenie ludzi. Głównymi
zasadami pracy socjalnej są prawa człowieka, wspólnotowe poczucie odpowiedzialności i poszanowanie dla różnic. Praca socjalna oparta na własnych teoriach, naukach społecznych i humanistycznych oraz na rdzennej
wiedzy angażuje ludzi i struktury społeczne do występowania przeciwko
życiowym trudnościom i na rzecz poprawy ludzkiego bytu”7.
Kategoria empowerment obejmuje koncepcje mieszczące się pomiędzy skrajnymi orientacjami: uczenia ludzi osiągania poprawy ich sytuacji społeczno-ekonomicznej przez walkę o zmianę systemu społecznej
redystrybucji dóbr oraz uczenia ludzi poprawy sytuacji przez indywidualną zaradność8. Obecnie pojęcie empowerment znajduje zastosowanie
w znaczeniu procesualnym i rezultatowym. W znaczeniu procesualnym
w odniesieniu do edukacji i pracy socjalnej może oznaczać metodyczne
zorientowanie na spożytkowanie kontekstu społecznego, zwłaszcza politycznego, „do obrony i samodzielnego zabiegania o swoje potrzeby”, 9dla
wzmocnienia sił jednostek znajdujących się w trudnej sytuacji. W znaczeniu rezultatowym empowerment określa rezultat oddziaływań. Według Jerzego Szmagalskiego najlepszym określeniem, na wyrażenie tego
zakresu znaczeniowego w języku polskim jest pojęcie budzenie sił ludzkich. 10 Podsumowując empowerment jako upodmiotowienie/wzmocnie6
7
8
9
10
D. Wolska-Prylińska, Projekt socjalny w kształceniu i działaniu społecznym, Katowice 2010 (Wydawnictwo Naukowe Śląsk), s. 22.
Globalna definicja pracy socjalnej w polskiej wersji językowej, http://cdn.ifsw.org/
assets/ifsw_102423–10.pdf, 18.12.2016.
J. Szmagalski, O „budzeniu sił ludzkich” nie po polsku: Koncepcje „empowerment”
w anglojęzycznej literaturze z zakresu edukacji i pracy socjalnej, Kwartalnik Pedagogiczny, t. 39 (3) (1994), s. 122.
Ibidem, s. 116.
Ibidem.
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nie można scharakteryzować jako proces przyrostu osobistej, interpersonalnej władzy umożliwiający jednostkom podjęcie działań na rzecz
poprawy swojej sytuacji. Poprzez to ludzie odzyskują poczucie kontroli
nad własnym życiem oraz autentyczną możliwość wpływu na kształt
i treść społeczno-politycznego życia zbiorowego.
Praca socjalna, jak każda profesja polegająca na pracy z ludźmi, musi
być prowadzona zgodnie z wartościami moralno-etycznymi i wynikającymi z nich zasadami wykonywania zawodu. Na aspekt ten zwraca uwagę Rezolucja nr 16 (67) Komitetu Rady Europy, w której czytamy: Praca
socjalna jest specyficzną działalnością zawodową mającą na celu lepszą
adaptację wzajemną osób, rodzin, grup i środowiska społecznego, w jakim
żyją, oraz rozwijanie poczucia godności osobistej i odpowiedzialności jednostek na drodze odwoływania się do potencjalnych możliwości poszczególnych osób, do powiązań międzyprofesjonalnych, a także sił i środków
społecznych11.
Praca socjalna jest systemem wzajemnie na siebie oddziałujących
wartości, teorii i praktyki. Wyrosła z humanistycznych i demokratycznych ideałów i opiera się na szacunku wobec równości, wartości i godności wszystkich ludzi. Od samego początku praktyka pracy socjalnej
skupia się na wychodzeniu naprzeciw potrzebom ludzi i rozwijaniu ich
potencjału.
Założeniem ontologicznym pracy socjalnej jest między innymi
uznanie, że człowiek jest aktywnym podmiotem kształtującym losy
swoje i otoczenia społecznego, a nie przedmiotem, o którego życiu decyduje przeznaczenie lub siły nadprzyrodzone. Wynika stąd oczekiwanie aktywności ze strony jednostki, a jeśli jej nie przejawia – dążenie
do rozbudzenia w człowieku odpowiedzialności, poczucia obowiązku
przy równoczesnym poszanowaniu jego praw. Jednostka jest podatna
na wpływy środowiska społecznego, ale nie jest jego mechanicznym
wytworem dzięki swej podmiotowości i zdolności do zachowań kreatywnych.
Również z obszernej listy założeń i zasad praktycznych pracy socjalnej można wskazać te mówiące o podmiotowej roli jednostki i postrzeganiu jej w kontekście środowiska społecznego. Dyrektywa o wydobywaniu i uruchamianiu sił społecznych, tzn. wartości i możliwości
tkwiących w podopiecznym i w jego otoczeniu mówi, że tych sił należy
przede wszystkim szukać w emocjonalnych, fizycznych i intelektualnych
11
B. Szatur-Jaworska, op.cit., s. 108.
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możliwościach oraz praktycznych umiejętnościach jednostki, w środowisku społecznym zaś szukać należy więzi społecznych wzmacniających
podopiecznego. W relacji miedzy pracownikiem socjalnym a podopiecznym należy dążyć do partnerstwa. Pracownik socjalny winien spoglądać
na problemy podopiecznego z jego punktu widzenia, przyjmując postawę
zrozumienia i życzliwości. Nie powinien występować w roli wypominającego winy sędziego, lecz partnera, który jedynie pomaga jednostce
w znalezieniu przez nią popełnionych błędów. Taka praca socjalna nie
odwołuje się do przymusu jako środka oddziaływania, ale oddziałuje
poprzez perswazję, prezentację pozytywnych wzorów zachowań i dróg
życiowych12.
Założenia koncepcji pracy socjalnej determinują podstawowe wartości pracy socjalnej, do których należy zaliczyć:
• godność;
• wolność;
• podmiotowość;
• równość wszystkich klientów i ich rodzin.
Wartości te, szczegółowo wyrażane w profesjonalnych narodowych
i międzynarodowych kodeksach etycznych, w praktyce są realizowane,
gdy pracownicy socjalni przestrzegają następujących zasad:
1. Zasady akceptacji podopiecznego opartej na tolerancji, poszanowaniu godności, swobodzie wyboru wartości i celów życiowych;
2. Zasady indywidualizacji, czyli podmiotowego podejścia do klienta
jako niepowtarzalnej osobowości, z jej prawami i potrzebami;
3. Zasady poufności wyrażającej się w respektowaniu prywatności
i nieujawnianiu informacji uzyskanych od klienta bez jego wiedzy
i zgody osobom trzecim;
4. Zasady prawa do samostanowienia rozumianej jako prawo klienta
do wolności i odpowiedzialności za swoje życie;
5. Zasady współodpowiedzialności za proces zmiany w myśl której
odpowiedzialność ponosi zarówno pracownik służby społecznej
oraz rodzina i poszczególni jej członkowie;
6. Zasady solidarności wynikającej z faktu, że jednostka jest zbyt słaba, aby samodzielnie rozwiązywać problemy społeczne;
7. Zasady wzmacniania kompetencji i możliwości rozwojowych
klienta poprzez wyposażenie go w wiedzę i umiejętności niezbędne do samodzielnego funkcjonowania.
12
Ibidem, s. 115–116.
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8. Zasady udostępniania zasobów jako zobowiązania pracownika
do poszukiwania możliwości zaspokojenia uzasadnionych potrzeb
klientów;
9. Zasady neutralności czyli poszukiwania przyczyn i sposobów rozwiązań niezależnie od poglądów i postaw przyjmowanych przez
osoby pomagające i użytkowników tych usług.
10. Zasady obiektywizmu rozumianej jako wszechstronne, oparte
na profesjonalnej wiedzy rozpatrywanie każdej sytuacji;
11. Zasady nieoceniania czyli nie dokonywania osądów podczas analizy sytuacji, która jest przyczyną korzystania przez osoby/rodziny
z usług pomocy i integracji społecznej
12. Zasady dobra rodziny i poszczególnych jej członków realizowanej
poprzez uwzględnienie w postępowaniu pomocowym korzyści poszczególnych członków środowiska rodzinnego13.
Przestrzeganie tych zasad w pracy socjalnej sprawia, że dokonuje
się proces upodmiotowienia, a gdy są one łamane mamy do czynienia
z uprzedmiotowieniem. W jego wyniku człowiek traci poczucie kontroli
nad własnym życiem i jest wykluczany ze społeczeństwa, nie uczestniczy
w nim, nie ma władzy i wpływu.
3. Osobowy wymiar tutoringu socjalnego
Tutoring wywodzi się ze świata akademickiego (Oxford i Cambridge)
gdzie jest metodą pracy nauczyciela akademickiego ze studentem, której
celem jest wspomaganie studenta w rozwoju intelektualnym i moralnym.
To metoda edukacji zindywidualizowanej, polegająca na długotrwałej,
systematycznej i indywidualnej pracy, której celem jest wspieranie podopiecznego w rozwoju zgodnie z jego zainteresowaniami, predyspozycjami i możliwościami. Tutoring cechuje podejście do uczestnika jako osoby,
która działa w wielu środowiskach. Celem tutoringu jest: po pierwsze –
odkrycie i pełne wykorzystanie potencjału uczestnika, po drugie – rozwój umiejętności samodzielnego planowania rozwoju. Dlatego tutoring
wpisuje się w nurt edukacji spersonalizowanej.
W słowniku łacińsko polskim słowo tutus oznacza bezpieczeństwo
i pewność, a tutor – opiekuna i obrońcę, czyli tego kto to bezpieczeństwo zapewnia. Znaczenie słowa tutoring jest bardzo szerokie. Można go
13
B. Dubois, K. Krosgrud-Miley, Praca socjalna, zawód który dodaje sił, t. 2, Katowice
1999 (Wydawnictwo Interart), s. 120‒133.
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rozróżniać ze względu na cel, do jakiego prowadzi, środowisko w jakim
jest realizowany oraz na styl pracy. Przykładowe określenia tutoringu
ze względu na cel to: tutoring szkolny, społeczny, socjalny, rodzinny.
Podstawową definicję tutoringu można określić jako: indywidualną
pracę z klientem, podopiecznym, wychowankiem – długotrwałą i systematyczną oraz wykorzystującą jego mocne strony. Ze względu na styl postępowania pedagogicznego na pewno można wyróżnić: – styl tradycyjny, w którym tutor jest ekspertem i kieruje podopiecznym wskazując mu
cele, kierunki działania i sposoby realizacji oraz – styl dialogowy, gdzie
podopieczny jest partnerem w działaniu i ekspertem w sprawach własnego rozwoju, a tutor poprzez stawiane pytania pomaga określać kierunki, podejmować decyzje jego wyboru i strategii realizacji oraz wzmacnia
w działaniu. Oczywiście, w praktyce każdy z tutorów określa własny styl
oddziaływania.
Tutoring to niezwykła metoda, szczególnie skuteczna jeśli chodzi o rozwijanie potencjału ludzi i motywowanie ich do samodzielnej
pacy. Tutor potrafi trafnie rozpoznać potencjał podopiecznego, odkryć
i wzmocnić jego mocne strony i talenty, wspólnie wyznaczyć ścieżkę
rozwoju (zawodowego, osobistego, społecznego), potrafi zmotywować
go do samodzielnej pracy i znajdować w niej obopólną radość. Dzięki
bliskiej relacji podopiecznego i tutora, tutoring pozwala na osiąganie
lepszych rezultatów edukacyjnych, wychowawczych, zawodowych. Tutor daje to, czego zwykle nie mogą zapewnić masowe systemy: uważność
na konkretnego klienta/podopiecznego i możliwość dostosowania ścieżki
rozwojowej do jego jednostkowych potrzeb.
Jednym z najważniejszych celów tutoringu jest wzmacnianie samodzielności, zarówno w wymiarze myślenia, jak działania. Spotkania jeden na jeden pozwalają na budowanie specjalnej więzi między tutorem
a podopiecznym. Tutor, ze swoją wiedzą i doświadczeniem, jest dla podopiecznego przewodnikiem, mądrym doradcą i człowiekiem godnym zaufania. Jest tym, kto inspiruje i zachęca do myślenia. Stara się być także
wzorem osobowym. Niezbędnym warunkiem, jaki powinien spełniać
tutor, jest wiara w możliwości podopiecznego.
Tutoring jest długofalowym procesem, ponieważ daje możliwość
pracy z klientem nawet na przestrzeni kilku lat. W tym czasie klient
i tutor mogą lepiej poznać się w różnych sytuacjach. Tutor to ktoś, kto
może wzbudzić szczególny rodzaj zaufania i pomóc uporządkować
stosunki międzyludzkie. Schemat działań tutoringowych opiera się
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na systematycznych spotkaniach (tutoriale) podopiecznego z tutorem
(pracownikiem socjalnym wybranym przez klienta) i omówieniu problemów podopiecznego czy też zadanych wcześniej zadań, które podopieczny wykonuje samodzielnie w określonym czasie. Tematy tutoriali
powinny pogłębiać ogólną wiedzę klienta oraz nawiązywać do jego pasji i zainteresowań. Tutor natomiast pomaga, wspiera, stawia wyzwania,
towarzyszy w osobistym rozwoju, a więc kreuje i podtrzymuje relację
mistrz–uczeń.
Tutoring to metoda czerpiąca z założeń psychologii pozytywnej, którą charakteryzują cztery wspólne cechy budzące pozytywne nastawienie
do pracy, czyli: autonomia, akceptacja, autentyczność i aktywność. W tutoringu zbiegają się założenia i doświadczenia m.in.: filozofii dialogu
Martina Bubera, szkoły skoncentrowanej na uczniu oraz terapii skoncentrowanej na kliencie Carla Rogersa, wywiadu motywującego W.R. Rollnick’a i S. Mullera oraz doświadczenia w zakresie pracy socjalnej z indywidualnym przypadkiem14.
Tutoring jest możliwy wyłącznie poprzez specyficzny rodzaj relacji
pomiędzy osobami, relacji, która zainicjuje proces zmian, proces rozwoju. Relacja taka może mieć miejsce jeśli tutor spełnia pewne warunki,
a mianowicie:
• jest osobą zintegrowaną, spójną, dba o to by zachowywać się kongruentnie w relacji ze swoim podopiecznym, potrafi na bieżąco
wychwycić własną niespójność i pracować nad nią co sprawia,
że jest postrzegany jako osoba autentyczna,
• doświadcza prawdziwego, bezwarunkowego, pozytywnego nastawienia, akceptacji wobec swojego podopiecznego,
• jest zdolny do empatycznego zrozumienia podopiecznego, potrafi
doświadczać rzeczywistość z uwzględnieniem jego perspektywy
i potrafi swoje empatyczne zrozumienie przekazać swojemu klientowi.
Te trzy warunki: kongruencja, bezwarunkowa akceptacja i empatia
nazywane triadą Rogersa, pozwalają na stworzenie autentycznej relacji
pomiędzy tutorem i podopiecznym, tak by podopieczny mógł doświadczyć i rozwinąć te części siebie, których rozwój jest aktualnie potrzebny.
14
M. Buber, O Ja i Ty, [w:] Filozofia dialogu, wybrał, oprac. i przedmową opatrzył B. Baran, Kraków 1991 (Społeczny Instytut Wydawniczy Znak), passim; C.R. Rogers, Terapia nastawiona na klienta: grupy spotkaniowe, Wrocław 1991 (Thesaurus Press),
passim; W.R. Miller, S. Rollnick, Dialog motywujący. Jak pomoc ludziom w zmianie,
Kraków 2014 (Wydawnictwo Uniwersytetu Jagiellońskiego), passim.
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Stawianie przez opiekunów wygórowanych warunków akceptacji często
blokuje możliwość rozwoju.
Współpraca z tutorem pomaga uczestnikowi/podopiecznemu odkryć
i świadomie wykorzystywać swój potencjał oraz skuteczniej realizować
zamierzone cele. Podopieczny/uczestnik umacnia się w swojej roli – zyskuje lub rozwija kompetencje; upewnia się, że jest na właściwym miejscu, poszerza możliwości działania i wpływu w społeczności. Odkrywa
własne talenty i mocne strony. W ramach relacji tutorskiej, podopieczny
zyskuje doświadczenie w zakresie planowania i świadomego kształtowania swojego rozwoju. Tutoring jest dostosowany do potrzeb, możliwości
i zasobów podopiecznego.
Nie ma dwóch takich samych relacji między tutorem a podopiecznym. Są jednak pewne ramy, w których ta relacja zawsze się mieści. Wyróżnikiem jest połączenie kilku cech, które różną ją od innych działań.
Te cechy to15:
• Indywidualny charakter, który wyraża się w podążaniu za podopiecznym, jako szczególną i niepowtarzalną osobą, za jego planem, za jego celami. To on, jego specyficzna sytuacja, szczególny
potencjał, talenty i słabe strony wyznaczają indywidualny wzorzec
rozwoju. Zadaniem tutora jest go odkryć i wspólnie realizować.
• Sytuacyjność oznacza dostosowywanie formy rozwijania do indywidualnego stylu uczenia się podopiecznego i sytuacji, w której
to uczenie następuje. Tutor pomaga mu w pełnym i specyficznym
dla niego wykorzystaniu metod rozwojowych tak, by tworzyły
spójny, dostosowany do jego potrzeb rozwojowych plan doskonalenia.
• Czas i kompleksowość narzędzi. Tutoring wymaga czasu. To nie jest
jednorazowe, spotkanie z wybitnym trenerem czy konsultantem,
lecz trwający kilka, kilkanaście miesięcy proces, w którym wiele
się dzieje: wspólne doświadczenia, rozmowy, zadania.
• Podejście całościowe (holistyczne). Tutoring jest metodą całościową
i kompleksową. Tutor wspierając podopiecznego tworzy szerszy,
całościowy kontekst tej pracy.
• Doświadczenie. Istotą tutoringu jest uczenie się poprzez doświadczenie. Przedmiotem pracy są bowiem konkretne działania podopiecznego, a więc jego praktyczne doświadczenia. Stanowią one
przedmiot wspólnej analizy i informacji zwrotnej ze strony tutora.
15
Http://www.liderzy.pl/znaki_szczególne_tutoringu.php, dostęp 10.12.2016.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
• Osobista relacja. Tutoring opiera się na spotkaniu dwóch osób –
doświadczonej i mniej doświadczonej. Jego podstawą jest więc
partnerska relacja tutora z jego podopiecznym, oparta na zaufaniu,
szacunku, obustronnym zaangażowaniu i autorytecie tutora.
Tutoring w pracy socjalnej, jako metoda pracy z klientem, jest możliwy ponieważ praktyka pracy socjalnej w Polsce (ale i na świecie) prowadzona jest przede wszystkim metodą indywidualną. Jest tak między
innymi ze względu na ścisłe powiązanie czynności pracownika socjalnego z procedurą podejmowania decyzji administracyjnych a decyzje te
podejmuje się przecież w indywidualnych sprawach konkretnych osób,
a nie grup czy całych społeczności lokalnych. Definicja indywidualnej
metody pracy socjalnej mówi, że „poprzez systematyczne i celowe doświadczenia współpracy z pracownikiem socjalnym pomaga jednostkom
wzbogacić ich funkcjonowanie społeczne i lepiej radzić sobie z ich osobistymi, rodzinnymi, grupowymi, czy społecznymi problemami”16. W tej
definicji wyraźnie wskazano pracę z osobą na rzecz osoby jako charakterystyczną dla metody indywidualnej. Także w ustawie o pomocy społecznej pracę socjalną zdefiniowano w kategoriach, charakterystycznego
dla metody indywidualnej, systemu klienckiego: „Działalność zawodowa
mająca na celu pomoc osobom i rodzinom we wzmacnianiu lub odzyskiwaniu zdolności do funkcjonowania w społeczeństwie poprzez pełnienie
odpowiednich ról społecznych oraz tworzenie warunków sprzyjających
temu celowi”17.
Powyższe ujęcie może skłaniać do wyboru podejść i metod charakterystycznych dla terapii. Ale tutoring, choć korzysta z narzędzi terapii
skoncentrowanej na kliencie, sam w sobie terapią nie jest. Co odróżnia
tutoring socjalny od terapii? Celem jednego i drugiego jest podniesienie
jakości życia podopiecznego, terapia jednak ma perspektywę przeszłości,
tutoring zaś przyszłości. Uwaga terapeuty koncentruje się na problemach
i słabościach, tutor współpracując z podopiecznym eksponuje jego mocne
strony zabiegając o ich dalszy rozwój. Tutor prowadząc rozmowę powinien uważać, żeby nie wejść w rolę terapeuty, do której nie jest przygotowany. Dostrzegając problem wymagający postępowania terapeutycznego,
tutor-wychowawca zabiega o zorganizowanie dla podopiecznego pomocy
16
17
J. Pauli, A. Włoch, Podręcznik instruktażowy. Standardy Usług, bmw, brw, http://
www.wrzos.org.pl/projekt1.18/download/Podrecznik%20 standardy%20uslug%20
23%2005%20212.pdf, dostęp 10.12.2016r.
Ustawa z dnia 12 marca 2004 r., passim.
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E WA W I Ś N I E W S K A . P R AC OW N I K S O C J A L N Y J A KO T U T O R
specjalistycznej. Mimo tego podkreślić należy, że tutoring często przynosi efekty terapeutyczne. Znaczenie ma tutaj, moim zdaniem, formuła kontaktu, jaką jest empatyczna rozmowa skoncentrowana na kliencie/podopiecznym, która pozwala uwierzyć mu we własne siły i buduje
poczucie jego wartości. Ważne jest też to, że tutoring w dużym stopniu
odformalizowuje relacje, tworząc przyjazną atmosferę.
We współczesnej literaturze podaje się co najmniej klika modeli indywidualnego pomagania. W Polsce, od niedawna, jest upowszechniany
jeden z nich, a mianowicie praca socjalna skoncentrowana na rozwiązaniach18. Podstawowe założenia tego podejścia opierają się, jak wspomniano już wcześniej, na założeniach psychologii pozytywnej, osadzonej
w rogersowskim humanizmie. Po przełożeniu na warunki tutoringu socjalnego ich założenia można wyrazić w kilku obszarach.
Pierwsze założenie determinujące tutoring socjalny to przekonanie,
że wszyscy klienci są OK, czyli nie ma złych lub dobrych. Jeśli w ogóle
można mówić o podziale klientów, to nie zero-jedynkowym, ale analogowym, gdzie widzimy ich jako punkty na spektrum: temperamentu, sposobu widzenia rzeczywistości, stylów uczenia się, inteligencji emocjonalnej, preferowanego tempa pracy. Zatem nic, w ich sytuacji nie jest w pełni
negatywne.
Każdy klient jest jedyny w swoim rodzaju dlatego jest w stanie znaleźć
własne rozwiązania i indywidualne sposoby dochodzenia do nich. Każdy z klientów działa bowiem w danym momencie w możliwie najlepszy
dla siebie sposób, zgodnie ze swoimi zasobami, zdolnościami i umiejętnościami. Wszyscy klienci mają wewnętrzne siły i zasoby, przy pomocy
których mogą pomóc sami sobie.
Praca socjalna oparta na rozwiązaniach to powolny proces. Zmiana
jest stała i nieunikniona, małe zmiany prowadzą do większych zmian.
Emocje są częścią każdej zmiany, każdego problemu i każdego rozwiązania. Tutor socjalny powinien być świadomy, że nie można zmienić
przeszłości, dlatego należy koncentrować się na przyszłości i że nie może
zmieniać klientów, tylko oni mogą zmienić jego.
Działania metodyczne pracownika socjalnego jako tutora mające bezpośredni indywidualny charakter to:
18
L. Miś, Praca socjalna skoncentrowana na rozwiązaniach i jej realizacja w USA, Europie i w Polsce, [w:] Kierunki zmian w pedagogice opiekuńczej i pracy socjalnej, red.
K. Duraj-Nowakowa, U. Gruca-Miąsik, Rzeszów 2010 (Wydawnictwo Uniwersytetu
Rzeszowskiego), passim.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
1. Wyjaśnianie – wspieranie, rozumienie siebie.
2. Informowanie – edukacja, pomoc materialna, działania wychowawcze.
3. Perswazja – wpływanie; porada, konfrontacja.
4. Nadzorowanie – wpływanie za pomocą autorytetu, kontynuowanie pracy, wymaganie i ograniczanie.
5. Rozszerzanie kontaktów – tworzenie nowych możliwości.
6. Strukturyzacja relacji pracy z podopiecznym, strukturyzacja
w czasie, spożytkowanie przestrzeni, skoncentrowanie się na celach ogólnych pracy19.
Podkreślenia wymaga fakt, że tutoring socjalny daleki jest od terapeutyzowania, „naprawiania”, czy wręcz leczenia podopiecznych.
4. Pracownik socjalny w roli tutora
Praca socjalna jest jednym z wielu rodzajów zachowań prospołecznych,
występujących równolegle z innymi tego rodzaju zachowaniami podejmowanymi z pobudek altruistycznych, religijnych czy humanitarnych.
Jest ona działalnością mającą na celu pomoc jednostkom i grupom społecznym w identyfikacji ich problemów oraz ułatwienie i wsparcie w ich
rozwiązywaniu przez działania edukacyjne, wspierające i korekcyjne.
Praca socjalna, rozumiana jako proces rozwiązywania problemu, jest
profesjonalnym pomaganiem, a więc procesem świadomym i celowym,
który przywraca zdolność do prawidłowego funkcjonowania bądź poprawę tego funkcjonowania. Celem pracy socjalnej jest więc działanie
na rzecz wzmocnienia klienta.
Pracownik socjalny to osoba, która organizuje pomoc osobom indywidualnym, rodzinom, grupom społecznym w odzyskiwaniu lub wzmacnianiu zdolności do funkcjonowania w społeczeństwie; prowadzi poradnictwo w sprawach socjalnych i pokrewnych umożliwiających znalezienie
i spożytkowanie środków do przezwyciężania trudności w osiąganiu indywidualnych celów; wzmacnia zdolności grup i społeczności lokalnych
do samodzielnego rozwiązywania własnych problemów oraz rozwoju;
efektywnie organizuje zróżnicowane formy pomocy i zarządza nimi.
Pracownik socjalny pracuje wspólnie z klientem nad dokonaniem
zmiany w jego sytuacji życiowej, wykorzystując wzajemną wiedzę i do19
C. de Robertis, Metodyka działania w pracy socjalnej, Katowice 1998 (Wydawnictwo
Interart), s. 171.
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E WA W I Ś N I E W S K A . P R AC OW N I K S O C J A L N Y J A KO T U T O R
świadczenie. Do współpracy w rozwiązaniu problemu pracownik socjalny wnosi fachową wiedzę, umiejętność zachowań ludzkich (interpersonalnych), dysponowanie środkami danego ośrodka pomocy społecznej
i metody działania zawodowego. Klienci natomiast wnoszą własne doświadczenie, wzory relacji rodzinnej i środowiskowej oraz inicjatywę
rozwiązania swoich problemów.
Pracownik socjalny jako tutor przyjmuje kilka ról: przewodnika (superwizor/opiekun towarzyszący), informatora, obserwatora, pomocnika,
eksperta, animatora, aktywnego słuchacza i doradcy oraz ewaluatora.
Uznając jednak przede wszystkim, zdefiniowanie przez klienta jego problemu, powinien brać pod uwagę możliwości samodzielnego jego rozwiązania, tym samym respektować zadania klienta co do rozwiązania
problemu oraz prawo do samostanowienia. Relacja między nimi polega
zatem na współpracy i partnerstwie oraz dostrzeganiu przez pracownika socjalnego, że klient jest kompetentną osobą i potrafi stawić czoło
problemom. Tutor socjalny pamięta zatem o prawach klienta w procesie
interwencji: klient ma prawo wiedzieć, jak wygląda problem; ma prawo
wiedzieć, że sam jest zdolny do rozwiązania problemu.
Szczególnie istotną w pracy tutora z klientami jest wspominana już
wcześniej zasada wzmacniania (empowerment). Tradycyjna praca socjalna oznacza dla profesjonalnie pomagającego przede wszystkim koncentrowanie się na deficytach podopiecznego. Jest to proces kilkuetapowy
obejmujący: rozeznanie słabych punktów klienta, opracowanie strategii
ich złagodzenia i zlikwidowania, wprowadzanie planów w czyn, krytyczna analiza wyników, kontrolowanie, czy wywołane zmiany mają szanse
długo utrzymać się. Klient choć zachęcany jest do aktywnej współpracy,
to jednak tylko podąża za pracownikiem socjalnym, zdając się na niego. Negatywną konsekwencją takiego działania jest jednak fakt, że klient
może wpaść w schemat pomagania jako jego odbiorca, w wyuczoną bezradność oraz uzależnić się od pomocy.
Wzmacnianie natomiast to przywracanie podopiecznemu/klientowi sił i kontroli nad własnym życiem przez odnajdywanie i wspieranie
jego zasobów, energii i kompetencji. Zaczyna się ono od etapu odkrycia
u klienta mocnych stron i zdolności, a następnie umiejętne zapoczątkowanie procesu odzyskiwania przez niego ponownej kontroli nad kształtowaniem własnego świata. Niewątpliwie takie zadanie realizuje pracownik
socjalny przyjmując rolę tutora, gdyż realizując tę usługę zapoczątkowuje
proces odzyskiwania sił przez klienta i obserwuje ten proces. W konse-
PA R T I I . T U T O R I N G I N S O C I A L WO R K
kwencji u podopiecznego ma dojść do wzrostu kompetencji socjalnych,
interaktywnych, poznawczych i emocjonalnych. To powinno skutkować
poprawą jego samoświadomości i pojawieniem się innego, świeżego spojrzenia na otaczającą rzeczywistość. Tutor pozwala podopiecznemu rozpoznać swoje mocne punkty, posiadane zdolności i umiejętności, które
nawet jeśli są niewielkie to istnieją i mogą stać się początkiem lepszego.
W wyniku powyższego klient pozbywa się pasywności. Jego zachowanie zaczyna być aktywne. Pracownik socjalny, realizując tak rozumianą usługę pracy socjalnej, staje się nosicielem zmian. I co najistotniejsze
w tutoringu, wspólnie z klientem oceniają sytuację i tworzą projekty
działania, czyli określają cele zmian i środki do ich realizacji. Pracownik
socjalny uczy klienta pracy w oparciu o strategię, czyli sztukę planowego
zaangażowania całego zbioru środków na rzecz osiągnięcia celów20.
To co wyróżnia postawę tutorską pracownika socjalnego to:
1. Porozumienie – komunikacja.
2. Zbliżenie – aspekt emocjonalny.
3. Współdziałanie.
Z takim procesem mamy do czynienia realnie tylko wtedy, kiedy
między tutorem a klientem zaistnieje proces współpracy prowadzący
do współdziałania. Ale żeby osiągnąć poziom współdziałania trzeba najpierw zbudować poziom porozumienia uwarunkowany wzajemnym szacunkiem. Kolejnym etapem, a właściwie warunkiem, jest zaangażowanie
prowadzące do zbliżenia emocjonalnego, które wyrazić można słowami – Zależy mi na Tobie; Zależy mi na Twojej radości z osiągniętego celu;
Twoja radość jest moją radością.
Jaka jest zatem różnica między współpracą, a współdziałaniem?
Współpraca to zdolność do zgodnego wykonywania działań prowadzących do osiągnięcia ustalonego celu. Natomiast współdziałanie to także
zdolność do zgodnego wykonywania działań, ale prowadzących do osiągnięcia wspólnie wykreowanego celu. Współdziałanie cechuje emocjonalne zaangażowanie, wysoki poziom wzajemnego zaufania, poczucie tożsamości, synergia – pozwala np. na pominięcie etapu jakim jest
„uzgadnianie” ponieważ „zgoda” jest już cechą zespołu. Współdziałanie
zatem to wyższy poziom współpracy, dla osiągnięcia poziomu współpracy potrzebna jest bowiem zgodna wola, wspólny cel (interes), natomiast
żeby osiągnąć współdziałanie, potrzebne jest zaangażowanie emocjonal20
I. Krasiejko, Metodyka pracy socjalnej z indywidualnym klientem, „Praca Socjalna”
nr 1/2005, s. 29–30.
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ne. Takie zaangażowanie emocjonalne pozwala osiągnąć wyższy stan porozumienia, który pozwala na zaoszczędzenie czasu i energii, ponieważ
wiele uzgodnień staje się prostsze lub nawet niepotrzebne. Warunkiem
skutecznego działania jest też poczucie satysfakcji. We współpracy jej
źródłem jest najczęściej: ocena, pochwała, wynagrodzenie itp., natomiast
we współdziałaniu źródłami gratyfikacji są: pragnienie kontaktu z osobą
współdziałającą oraz zadowolenie z wykonywanego zadania.
Podstawowym zadaniem pracownika socjalnego jako tutora jest
aktywna współpraca z każdym ze swoich podopiecznych. Współpraca ta może być realizowana według planu będącego swoistą procedurą
i standardem postępowania tutorskiego. Taki plan może obejmować następujące etapy współpracy z podopiecznym:
1. Poznanie podopiecznego (jego osobowości, zainteresowań, warunków życia, talentów, mocnych i słabych stron, preferowanych
stylów uczenia się, systemu wartości oraz planów życiowych),
2. Wspólne wyznaczenie celów,
3. Wspólne określenie planu działań zmierzających do ich osiągnięcia – indywidualny plan rozwoju
4. Realizacja przyjętego planu pracy i współpracy,
5. Ewaluacja i podsumowanie efektów współpracy tutorskiej,
6. Świętowanie – wyrażenie radości z osiągniętego celu.
Znane przysłowie mówi żeby nauczyć Johna matematyki, trzeba znać
matematykę i Johna. Pierwszym i niezwykle ważnym, bo stanowiącym
podstawę dalszych działań jest więc poznanie podopiecznego. Tutor staje
przed zadaniem uzyskania możliwie wszystkich informacji, które pomogą mu rozpoznać dyspozycje psychofizyczne, aktualne zainteresowania,
warunki życia, w tym sytuację rodzinną, style uczenia się, plany życiowe. Narzędziem wspomagającym na tym etapie pracy może być Studium
Osoby – notatka, którą tutor sporządzi wg własnej koncepcji. To działanie pomaga określić zasoby i deficyty klienta. Zasoby to specyficzny
dla każdego klienta zespół uwarunkowań, na których możliwe jest budowanie jego przyszłości. Na tych zasobach i ich pomnażaniu i rozwijaniu możemy pomóc zaplanować plan pracy możliwy do realizacji. Ten
plan będzie odnosił się do realizacji zadań określając poziom wymagań
w poszczególnych dziedzinach. Będzie też wyposażony w odpowiednią
strategię w pracy nad ich osiąganiem, uwzględniając realizowanie zainteresowań klienta. Istotnym elementem procesu poznania klienta jest
określenie kierunku jego motywacji. Świadomość taka pomoże tutorowi
PA R T I I . T U T O R I N G I N S O C I A L WO R K
na wspieranie go w budowaniu planów możliwych do spełnienia i wspierania we ewentualnym wprowadzaniu zmiany kierunku motywacji. Każdy z podopiecznych ma zgromadzony specyficzny dla swojej osoby zasób
materiałów do zbudowania swojej przyszłości i tylko z tego zasobu można skorzystać.
Drugi etap polega na spójnym z poznanymi możliwościami klienta
wyznaczeniu kierunku rozwoju. Kierunku, który będzie uwzględniał
osobiste uwarunkowania, oczekiwania wyznaczone indywidualnym planem rozwoju oraz zainteresowania. W miarę poznawania klienta możemy odkrywać nie zauważone zasoby i przeszkody, które mogą wywołać
zmianę. Natomiast zdecydowanie określone w czasie są cele, których
osiągnięcie stanowi zamknięcie tego odcinka pracy/rozwoju, a osiągnięty
stan pozwala na przejście do kolejnego i wyznaczenie nowego celu.
Trzeci etap, następujący zaraz po drugim, to zbudowanie planu działań prowadzących do osiągnięcia wyznaczonego celu. Tutorskim narzędziem na tym etapie może być Indywidualny Plan Rozwoju napisany
wspólnie z podopiecznym. Najczęściej taki plan składa się z trzech elementów: 1. Celu, który klient w tym czasie chce, i/lub powinien osiągnąć;
2. Wzmocnienie silnych stron; 3. Ograniczenie słabych stron. Plan ten
powinien mieć charakter niedyrektywny. Oznacza to, że tutor w tworzeniu planu będzie postępował za klientem, będzie mu towarzyszył i zadając inspirujące pytania kierował procesem planowania. Taka praca
tutora w dużej mierze przypominać będzie pracę coacha. Jeżeli jednak,
sporządzone wcześniej, Studium Osoby pokaże, że podopieczny jest
na przykład zmotywowany i ukierunkowany na działania nie pożądane,
w budowanym planie tutor powinien sugerować osiągniecie zmiany, która umożliwi większe zaangażowanie się w realizację określonych zadań.
Oczywiście cel ten zostanie osiągnięty, jeżeli tutor potrafi w jakiś sposób
pomóc klientowi w zmianie myślenia, wartości i podjęcia decyzji o zmianie sposobu życia.
Pracę tutora socjalnego charakteryzuje również inny styl komunikowania się. Polega on na prowadzeniu rozmowy metodą jaką przyjął Carl
Rogers formułując terapię skoncentrowaną na kliencie21. Istotą takiej empatycznej rozmowy jest jej tok polegający na zadawaniu pytań, które powodują, że rozmówca poszukuje sam rozwiązania problemu i podejmuje
decyzje. Jej empatyczność polega również na tym, że tutor odzwierciedla
wypowiedzi podopiecznego przez co powoduje powtórny jego namysł
21
C.R. Rogers, op.cit., passim.
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E WA W I Ś N I E W S K A . P R AC OW N I K S O C J A L N Y J A KO T U T O R
nad sprawą, a jednocześnie sprawdza skuteczność komunikowania się,
czyli czy dobrze rozumie te odpowiedzi. Niezbędna jest też postawa zaangażowania emocjonalnego tutora, która powoduje uważność na stan
emocji rozmówcy i odpowiednie – empatyczne odnoszenie się do tych
emocji. Oczywiście problem pozostawiania rozwiązywania problemów
i podejmowania decyzji klientowi jest w znacznym stopniu uzależniony
od wieku i jego dojrzałości. Pamiętajmy jednak, że takie rozmowy mają
taką dojrzałość rozwijać i prowadzić do wzięcia przez klienta odpowiedzialności za własną pracę, naukę, a przede wszystkim za własne życie.
W rozmowie tutorskiej ważną rolę odgrywa uważność i wrażliwość
na rozróżnianie sytuacji kiedy podopieczny jest w stanie sam rozwiązać
problem i wtedy można inspirować go rozmową, wspierać i postępować
za jego tokiem myślowym, a kiedy tutor musi włączyć swoją wiedzę i doświadczenie i jeżeli jest taka konieczność, rozmową (pytaniami) naprowadzać klienta na możliwe rozwiązanie. Ważne jest jednak, żeby zawsze
pamiętać, że zadaniem tutora jest prowadzić podopiecznego do takiego
rozwoju jego roztropności i rozważności, że stanie się ekspertem w sprawach własnego życia.
Lepiej bowiem poświęcić nieco czasu i doprowadzić klienta do podjęcia zadania, poprzez ukierunkowanie pytaniami i radą samodzielnej,
własnej propozycji podopiecznego podobnej do tej, którą tutor chciałby
zaproponować. Takie działanie to wyraz szacunku tutora dla autonomii,
otwierający drogę do współdziałania i generujące szanse na samodzielne
wykonanie zadania.
5. Podsumowanie
Tutoring opiera się na założeniach, że człowiek ma duży, często ukryty
i nie w pełni wykorzystany potencjał, który w odpowiednich warunkach
może się ujawnić a rozwój nie polega jedynie na zdobywaniu wiedzy czy
umiejętności, lecz ujawnianiu tych właśnie ukrytych, niewykorzystanych
możliwości. Proces rozwojowy w ramach tutoringu polega na ich odkrywaniu i na efektywniejszym wykorzystaniu. Kierunek pracy, jej przedmiot, cele, plan, są wyznaczane przez podopiecznego. Podopieczny pracuje po to, aby osiągnąć te cele, które chce osiągnąć a tutor jedynie za nim
podąża, towarzyszy mu. Siła tutoringu wynika przede wszytkim z relacji.
Jego skuteczność jest bowiem rezultatem jakości spotkania i dialogu między tutorem a podopiecznym. Nie zależy jednak jedynie od osoby tutora,
lecz powstaje pomiędzy dwiema osobami, i przez nie jest kształtowana.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
Aby poopieczny mógł się rzeczywiście rozwijać, musi wejść w tę relację
jako autentyczna osoba. Z drugiej strony tutor także musi ujawnić swoją
osobowość, zapewniając wzajemność i partnerstwo.
Współczesne założenia pracy socjalnej postrzegają klienta jako podmiot zmiany, a nie jako biernego odbiorcę „opieki” społecznej, co powoduje, że modele pracy socjalno-wychowawczej bazują na potrzebie poszukiwania rozwiązań, które go aktywizują, skoncentrowanych na jego
potencjale, na dialogowej relacji z nim. Tutoring, wpisując się w powyższe założenia i przy zachowaniu osobowej atmosfery opartej na szacunku, autonomii, akceptacji, autentyczności, otwartości, zaufaniu, zaangażowaniu, współpracy-współdziałaniu, partnerstwie, odpowiedzialności,
może być zatem z powodzeniem stosowany w pracy socjalnej.
6. Literatura
Buber M., O Ja i Ty, [w:] Filozofia dialogu, wybrał, oprac. i przedmową opatrzył B. Baran, Kraków 1991 (Społeczny Instytut Wydawniczy Znak).
Dubois B., Krosgrud-Miley K., Praca socjalna, zawód który dodaje sił, t. 2, Katowice 1999 (Wydawnictwo Interart).
Http://cdn.ifsw.org/assets/ifsw_102423-10.pdf, dostęp 18.12.2016.
Http://www.liderzy.pl/znaki_szczególne_tutoringu.php, dostęp 10.12.2016.
Http://www.wrzos.org.pl/projekt1.18/download/Podrecznik%20standardy%20
uslug%2023%2005%20212.pdf, dostęp 10.12.2016.
Krasiejko I., Metodyka pracy socjalnej z indywidualnym klientem, Praca Socjalna, t. 20 (1) (2005).
Krasiejko I., Praca socjalna w praktyce asystenta rodziny. Przykład Podejścia Skoncentrowanego na Rozwiązaniach, Katowice 2011 (Wydawnictwo Naukowe
Śląsk).
Marynowicz-Hetka E., Pedagogika społeczna, t. 1, Warszawa 2006 (Wydawnictwo Naukowe PWN).
Miller W.R., Rollnick S., Dialog motywujący. Jak pomoc ludziom w zmianie,
Kraków 2014 (Wydawnictwo Uniwersytetu Jagiellońskiego).
Miś L., Praca socjalna skoncentrowana na rozwiązaniach i jej realizacja w USA,
Europie i w Polsce, [w:] Kierunki zmian w pedagogice opiekuńczej i pracy socjalnej, red. K. Duraj-Nowakowa, U. Gruca-Miąsik, Rzeszów 2010 (Wydawnictwo Uniwersytetu Rzeszowskiego).
Pauli J., Włoch A., Podręcznik instruktażowy. Standardy Usług, bmw, brw.
Radlińska H., Pedagogika społeczna, Wrocław 1961 (Zakład Narodowy im.
Ossolińskich).
218
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Radlińska H., Szkoła pracy społecznej w Polsce, Warszawa 1928 (Ministerstwo
Pracy i Opieki Społecznej).
Robertis de C., Metodyka działania w pracy socjalnej, Katowice 1998 (Wydawnictwo Interart).
Rogers C.R., Terapia nastawiona na klienta: grupy spotkaniowe, Wrocław 1991
(Thesaurus Press).
Szatur-Jaworska B., Teoretyczne podstawy pracy socjalnej, [w:] Pedagogika społeczna: człowiek w zmieniającym się świecie, red. T. Pilch, I. Lepalczyk, Warszawa 1995 (Wydawnictwo Akademickie Żak).
Szczepkowski J., Praca socjalna. Podejście skoncentrowane na rozwiązaniach,
Toruń 2010 (Wydawnictwo Edukacyjne Akapit).
Szmagalski J., O „budzeniu sił ludzkich” nie po polsku. Koncepcje „empowerment” w anglojęzycznej literaturze z zakresu edukacji i pracy socjalnej, Kwartalnik Pedagogiczny, t. 39 (3) (1994).
Tułodziecka E., Couching i tutoring – nowoczesne metody pracy we współczesnej
dydaktyce, [w:] Couching i tutoring. W stronę nowoczesnej pracy dydaktycznej, red. J.A. Malinowski, A. Wesołowska, Toruń 2015 (Wydawnictwo Edukacyjne Akapit).
Ustawa z dnia 12 marca 2004 r. o pomocy społecznej, Dz.U. z 2016.
Wolska-Prylińska D., Projekt socjalny w kształceniu i działaniu społecznym, Katowice 2010 (Wydawnictwo Naukowe Śląsk).
7. Summary
The present paper considers applying tutoring in social work. The paper is based
on a thesis that social workers, whose profession is value- and rule-orientated,
should be ethically involved in facilitating their clients’ personal development.
This can be achieved by social workers acting as tutors. The strength of social
tutoring lies in its relationship-based personal nature. Its effectiveness results
from the quality of tutor-client meetings and dialogues.
The present study discusses the following: problems connected with valueand rule-orientated social work; tutoring as a method of individual social work
and its features; selected aspects of the methodological work of a social worker
acting as a tutor.
Porozumienie bez Przemocy w pracy
socjalnej. Czy możliwe?
M AG DA L E N A S TA N KOW S K A
Warszawa
keywords . social workers, client, Nonviolent Communication, feeling,
needs, request
1. Wprowadzenie
W pracy socjalnej istotne znaczenia ma relacja pracownika socjalnego
z klientem. Zauważa się nawet, że nawiązanie relacji jest kluczowe dla
procesu pomocowego i ma decydujący wpływ jeśli chodzi o skuteczność pracy socjalnej1. Nawiązaniu relacji z klientem służy wiele metod
i technik komunikacyjnych, które opisywane są w podręcznikach dla
pracowników socjalnych. Jednym z podejść dotyczących komunikacji interpersonalnej i rozwiązywania konfliktów, które od kliku lat
zyskuje na popularności w Polsce w odniesieniu do relacji z dziećmi,
z partnerami, relacji biznesowych, ale również relacji pomocowych
jest Porozumienie bez Przemocy (ang. Nonviolent Communication,
w skrócie NVC). Autorstwo koncepcji Porozumienie bez Przemocy
(czasem określanej też jako Porozumienie Współczujące, czy Porozumienie Serca) przypisuje się M.B. Rosenbergowi (1935–2015), który
był doktorem filozofii, mediatorem pośredniczącym w rozwiązywaniu konfliktów na całym świecie, edukatorem prowadzącym warsztaty dotyczące stosowania w praktyce metody Porozumienie bez
Przemocy, choć należy zauważyć, że sam Rosenberg był zdania, iż:
nie ma w tej metodzie niczego nowego, wszystkie jej składniki znane
są od stuleci. Celem artykułu jest przedstawienie założeń Porozumienia bez Przemocy (PBP) oraz refleksja nad zastosowaniem tej metody
w pracy socjalnej.
1
K. Kodela K., J. Kowalczyk, Standardy Pracy Socjalnej. Rekomendacje metodyczne
i organizacyjne,, Warszawa 2014 (WRZOS), s. 12.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
2. Założenia Porozumienia bez Przemocy
Metoda Porozumienia bez Przemocy (PBP) zaproponowana przez Rosenberga składa się z czterech etapów, które w skrócie można określić:
spostrzeżenia, uczucia, potrzeby i prośba. W przypadku pierwszego elementu – spostrzeżeń, należy je oddzielić od osądów i ocen. Istotne jest
to, że: „PBP jest językiem dynamicznym i nie zaleca statycznych uogólnień; oceny winne być oparte na spostrzeżeniach wyraźnie odniesionych
do konkretnej chwili i kontekstu”2. Zatem w relacji z partnerem interakcji nie należy wypominać niewłaściwych zachowań z przeszłości, a koncentrować się na tym, co „tu i teraz”. Rosenberg dostrzega, że nie jest
możliwe zachowanie całkowitego obiektywizmu i powstrzymywanie się
od ocen w każdej sytuacji, jednak niezbędne w procesie komunikacji jest
rozgraniczenie spostrzeżeń i ocen.
Drugi etap tej metody polega na rozpoznawaniu i wyrażaniu uczuć.
M. Rosenberg w pracy „Porozumienie bez przemocy. O języku serca”
prezentuje cały katalog uczuć, grupując je w dwie kategorie – te, które
odczuwa jednostka, kiedy jej potrzeby są zaspokojone i te, które odczuwa,
gdy jej potrzeby nie są zaspokojone i wymienia blisko 250 uczuć3. Celowo
unika dzielenia uczuć na pozytywne i negatywne, bowiem nie ma złych
czy negatywnych uczuć. Rosenberg kładzie nacisk na to, że każde z uczuć
jest darem i twierdzi, że: „dążenie do bycia wiecznie szczęśliwym nie jest
celem życia; celem życia jest wy-śmianie całej naszej radości i wy-płakanie wszystkich naszych łez”4. Zasadniczym na tym etapie jest odpowiedź
na pytanie jakie uczucia wywołuje w jednostce zachowanie innej osoby.
Trzeci element metody PBP polega na odkrywaniu i wyrażaniu potrzeb, które kryją się za konkretnymi uczuciami. Rosenberg, podobnie
jak w przypadku uczuć, tworzy katalog potrzeb i wyróżnia 7 grup potrzeb: autonomia, potrzeba świętowania, integralność, wzajemna zależność, zabawa, wspólnota duchowa, troska o ciało i siły fizyczne. W każdej
z tych grup wymienia od kilku do kilkunastu potrzeb (np. w przypadku
wspólnoty duchowej – potrzeba piękna, harmonii, natchnienia, porządku, ładu i pokoju)5. Zdaniem Rosenberga do negatywnego komunikatu
2
3
4
5
M.B. Rosenberg, Porozumienie bez przemocy. O języku serca, Warszawa 2009 (Wydawnictwo Czarna Owca), s. 40.
Ibidem, s. 58–60.
M.B. Rosenberg, G. Seils, Rozwiązywanie konfliktów poprzez porozumienie bez przemocy, Warszawa 2016 (Wydawnictwo Czarna Owca), s. 23.
M.B. Rosenberg, op.cit., s. 68–70.
222
223
M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
jednostka może się odnieść na cztery różne sposoby: obwiniając siebie,
zrzucając winę na innych, wczuwając się we własne uczucia i potrzeby
oraz wczuwając się w uczucia i potrzeby innych, ale: „im bardziej bezpośrednio potrafimy skojarzyć swoje uczucia z potrzebami, tym łatwiej
jest innym ludziom odnieść się do nich ze współczuciem”6. Rosenberg
zauważa, że ludzi nie nauczono rozumować w kategorii potrzeb i zwłaszcza kobiety mają skłonność do ignorowania własnych potrzeb, koncentrując się na trosce i opiece nad innymi7. Potrzeby jednostki nie dotyczą
konkretnych osób czy konkretnych zachowań. Każda z potrzeb może
być zaspokojona w różnoraki sposób i jednostka może również sama zaspokajać swoje potrzeby, zamiast oczekiwać, że zaspokoi je ktoś inny8.
Zanim osoba osiągnie stan odpowiedzialności emocjonalnej przechodzi
na ogół przez trzy etapy: zniewolenia emocjonalnego, kiedy twierdzi,
że jest odpowiedzialna za uczucia innych, tzw. „tupetu”, czyli nie liczenia
się z potrzebami innych i „wyzwolenia emocjonalnego”, kiedy bierze odpowiedzialność za własne uczucia, ale nie za uczucia innych.
Czwarty etap M. Rosenberg nazywa prośbą o gest wzbogacający życie.
Ważne jest, aby prośba była sformułowana w sposób twierdzący, a nie
przeczący (to czego jednostka chce, a nie to, czego nie chce) oraz żeby
była konkretna. Musi być wyrażona w sposób jak najbardziej precyzyjny,
ale z uwzględnieniem uczuć i potrzeb, bo inaczej zostanie odebrana jako
żądanie. Precyzja w wyrażaniu prośby zwiększa prawdopodobieństwo
zaspokojenia potrzeb. Zdaniem Rosenberga potrzeby ludzkie nie są spełniane przede wszystkim dlatego, że ludzie nie potrafią ich wyrażać w jasny sposób, wiele osób ma w sobie zakodowany lęk przed proszeniem9.
M. Rosenberg jednak nie koncentruje się w PBP tylko na tym, aby
jednostka zdobyła umiejętność wyrażania własnych spostrzeżeń uczuć,
potrzeb i próśb. Jest to tylko jeden z dwóch aspektów procesu komunikacji. Drugi M. Rosenberg określa mianem empatycznego odbioru, czyli
umiejętnego słuchania tego, jakie spostrzeżenia, uczucia i potrzeby mają
inni10. Empatia jest to pełne szacunku zrozumienie cudzych przeżyć.
Jest nawiązaniem więzi z uczuciami innej osoby11. Partnerzy interakcji
pragną empatii, a nie doradzania, dodawania otuchy, objaśniania wła6
7
8
9
10
11
Ibidem, s. 75.
Ibidem.
M.B. Rosenberg, G. Seils, op.cit., s. 39.
Ibidem, s. 20.
M.B. Rosenberg, op.cit., s. 105.
M.B. Rosenberg, G. Seils, op.cit., s. 58–60.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
snych stanowisk czy też przedstawiania własnych uczuć12. W swoich
pracach i wystąpieniach M.B. Rosenberg często przywołuje dwie metafory i mówi/pisze o języku żyrafy, który charakterystyczny jest dla Porozumienia bez Przemocy oraz o przeciwstawnym wobec języka żyrafy
języku szakala. Język żyrafy cechuje myślenie, w odniesieniu do uczuć
i potrzeb, w kategoriach wygrany/wygrany, związków pomiędzy jednostkami, partnerstwa, tego co łączy, a nie dzieli i w kategorii teraźniejszości
(aktualnego momentu). Natomiast dla języka szakala bliskie są pojęcia
posłuszeństwa, dominacji, myślenia w kategoriach wygrany-przegrany,
w odniesieniu do przeszłości i przyszłości13.
3. Możliwości zastosowania Porozumienia bez Przemocy
w zawodzie pracownika socjalnego
M. Rosenberg twierdzi, że Porozumienie bez Przemocy można wykorzystać w różnych interakcjach – w związkach intymnych, rodzinie,
w szkole, organizacjach i instytucjach, terapii i poradnictwie czy w relacjach biznesowych14. K. Mudyń jest zdanie że: „koncepcja „komunikacji
bez przemocy” jest na tyle uniwersalnym zestawem reguł i postulatów,
że jej praktyczna znajomość potrzebna jest każdemu, kto nie przyswoił
ich sobie intuicyjnie, w drodze prób i błędów lub poprzez naśladownictwo najlepszych wzorców”15. Z. Wieczorek nie ma wątpliwości, że model
Porozumienia bez Przemocy jest użyteczny w pracy pracownika socjalnego, twierdząc, że: „pracownik socjalny pomoże swojemu klientowi
jeśli go zrozumie, a zrozumieć może go tylko wtedy, jeśli zrezygnuje
ze swojej racji i przyjmie rację klienta. Model PBP jest tu nieoceniony”16.
Sam Rosenberg prowadził szkolenia m.in. dla pracowników socjalnych,
ale też pracował m.in. z więźniami oskarżonymi o zabójstwa i gwałty,
opiekował się tzw. „trudną” młodzieżą, a więc miał styczność z podobny12
13
14
15
16
M.B. Rosenberg, op.cit., s. 119.
The Centre for Nonviolent Communication, An Introduction to Nonviolent Communication
(NVC),
http://www.schooltransformation.com/wp-content/uploads/2012/06/Kendrick_NVC_Materials.pdf, dostęp 6.04.2017.
M.B. Rosenberg, op.cit., s. 21.
K. Mudyń, „Komunikacji bez przemocy” jako metoda przezwyciężania i zapobiegania konfliktom, [w:] Kryzys, interwencja i pomoc psychologiczna, red. D. Kubacka-Jasiecka, K. Mudyń, Toruń 2003 (Wydawnictwo Adam Marszałek), s. 319.
Z. Wieczorek, Porozumienie bez przemocy Marshalla Rosenberga jako sposób na redukowanie barier komunikacyjnych, Przegląd Naukowo-Metodyczny. Edukacja dla
bezpieczeństwa, t. 5 (3) (2012), s. 112.
224
225
M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
mi sytuacjami i osobami, jakie może spotkać w swojej pracy pracownik
socjalny. M. Rosenberg zachęca, aby na każdą osobę, również na uzależnionych czy skazanych, spojrzeć poprzez pryzmat ich niezaspokojonych
potrzeb, które próbują zaspokoić zachowując się w konkretny sposób17.
Na przykład osoba uzależniona od alkoholu spotykając się po pracy z kolegami w pubie zaspokaja potrzebę przynależności, towarzystwa, bycia
zrozumianym18. Sprawcy gwałtów prawie zawsze sami byli ofiarami
nadużyć seksualnych i poprzez gwałt szukają empatii, realizują potrzebę
połączenia19. Rosenberg jest przeciwnikiem zamykania sprawców przestępstw w więzieniach i twierdzi, że: „osiąga się doskonałe rezultaty jeżeli
stronom konfliktu udaje się wczuć w emocje strony przeciwnej i podejść
do niej z empatią20”.
W jaki zatem konkretny sposób w pracy socjalnej można wykorzystać
założenia Porozumienia bez Przemocy? Czy jest to w ogóle możliwe? Odwołując się do tekstu Ustawy z dnia 12 marca 2004 roku o pomocy społecznej można zauważyć, że już w art. 3. napisano: „Pomoc społeczna wspiera
osoby i rodziny w wysiłkach zmierzających do zaspokojenia niezbędnych
potrzeb i umożliwia im życie w warunkach odpowiadających godności
człowieka”. Zatem w samym tekście Ustawy można znaleźć określenia,
które są kluczowe dla koncepcji Porozumienia bez Przemocy (wspieranie,
zaspokajanie potrzeb). Oczywiście w tekście Ustawy można znaleźć też
sformułowania, które są sprzeczne z koncepcją PBP (np. w artykule 107.
ust 5. zapisano „Pracownik socjalny przeprowadzający rodzinny wywiad
środowiskowy może domagać się od osoby lub rodziny ubiegającej się
o pomoc złożenia oświadczenia o dochodach i stanie majątkowym”. Używając języka PBP należałoby w tym wypadku słowo domagać zastąpić
słowem prosić. Z kolei w artykule 3, ust. 4 sformułowano zapis: „Potrzeby
osób i rodzin korzystających z pomocy powinny zostać uwzględnione,
jeżeli odpowiadają celom i mieszczą się w możliwościach pomocy społecznej”. Stosując terminologię i założenia PBP należałoby zrezygnować
z drugiego członu zdania, które to zakłada pewną warunkowość udzielanej pomocy. Również w Ustawie z dnia 9 czerwca 2011 roku wspieraniu
rodziny i systemie pieczy zastępczej można znaleźć odniesienia do zaspokajania potrzeb, przede wszystkim w odniesieniu do dzieci, również
17
18
19
20
M.B. Rosenberg, G. Seils, op.cit., s. 95.
M.B. Rosenberg, G. Seils, op.cit., s. 94.
Ibidem, s. 101.
Ibidem, s. 98.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
tych przebywających w pieczy zastępczej czy w placówkach opiekuńczo-wychowawczych. Mowa jest tu m.in. o potrzebach ochrony, potrzebach
emocjonalnych, bytowych, zdrowotnych, religijnych, społecznych, edukacyjnych i kulturalno-rekreacyjnych21. Odniesienie do potrzeb dziecka
pojawia się w tekście Ustawy aż 18 razy.
W celu udzielenia odpowiedzi na pytania dotyczące możliwości zastosowania Porozumienia bez Przemocy w pracy socjalnej warto raz
jeszcze prześledzić cztery etapy procesu PBP w odniesieniu do relacji pracownik socjalny – klient. Pierwszym z elementów PBP jest umiejętność
sformułowania spostrzeżenia i powstrzymywania się od osądu i oceny.
W relacjach interpersonalnych, również tych pomiędzy pracownikiem
socjalnym a klientem, istotne znaczenie odgrywa pierwsze wrażenie, jakie wywierają na sobie nowo poznani partnerzy interakcji. W psychologii mówi się o tzw. efekcie aureoli, który polega na tym, że: „korzystne
lub niekorzystne wrażenie, jakie wywiera dana osoba, wpływa na nasze
wnioski i oczekiwania jej dotyczące”22. Innymi słowy to jakie pierwsze
wrażenie wywrze nowo poznana osoba na partnerze interakcji, będzie
miało wpływ na to, jak będzie ona postrzegana i jakie cechy zostaną jej
przypisane w dalszych etapach relacji. Jeśli będzie to wrażenie pozytywne, to osoba ta będzie ogólnie postrzegana w bardziej pozytywnym
świetle, jeśli negatywne – w bardziej negatywnym. Można przypuszczać,
że w przypadku klientów pomocy społecznej częściej to pierwsze wrażenie może być negatywnym. Stosując założenia Porozumienia bez Przemocy pracownik socjalny stara się nie uprzedzać w stosunku do klientów
tylko dlatego, że mają nie najnowsze ubrania, czy też mieszkają w skromnych warunkach. Formułuje spostrzeżenia, które odnoszą się do konkretnej chwili, unikając uogólnień i pewnych zwrotów np. zawsze, nigdy.
Obiektywizm, (nieocenianie) jest wymieniany w literaturze jako jedna
z podstawowych zasad prowadzenia pracy socjalnej23.
Istotą drugiego etapu PBZ jest próba nazwania i zrozumienia uczuć.
Pracownik socjalny może w relacji z klientem mówić o swoich uczuciach,
które odnoszą się do jego kontaktów z klientem, czyli zamiast oskarżać
klienta i krytykować za pewne nieodpowiednie postępowania, pracownik
socjalny mówi, jakie odczucia wywołała w nim dana sytuacja (np. jakieś
21
22
23
Ustawa z dnia 9 czerwca 2011 r. o wspieraniu rodziny i systemie pieczy zastępczej,
Preambuła, art. 40 ust 5, art. 33 ust 3.
E. Aronson, Człowiek istota społeczna, Państwowe Wydawnictwo Naukowe, Warszawa 2004, s. 134.
K. Kodela, J. Kowalczyk, op.cit., s. 11.
226
227
M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
zachowanie klienta spowodowało, że czuje się zawiedziony, zdezorientowany, zmartwiony). Ale też może próbować nazywać uczucia klienta,
dając sobie możliwość popełnienia błędu czyli pytając klienta, czy jego
spostrzeżenia odnośnie uczuć są trafne albo zachęcając klienta, aby on
sam spróbował określić uczucia, które mu towarzyszą bądź towarzyszyły
w przeszłości w określonej sytuacji.
Trzeci etap polega na byciu świadomym genezy własnych uczuć
i wzięciu odpowiedzialności za własne potrzeby. Wydaje się, ze w relacji
pracownik socjalny – klient szczególnie często może mieć miejsce zaspokojenie bądź też niezaspokojenie potrzeb z grupy potrzeb, które M. Rosenberg określa grupą wzajemnej zależności, gdzie wymienia m.in. potrzeby akceptacji, wspólnoty, szacunku, wsparcia, zrozumienia, zaufania,
uczciwości, empatii24. F. Biestek wyróżnił 7 potrzeb klientów w relacji
z pracownikiem socjalnym: potrzeba bycia traktowanym bardziej jako
niepowtarzalna osoba, potrzeba wyrażania uczuć, potrzeba akceptacji,
potrzeba bycia życzliwie zrozumianym, potrzeba bycia nieocenianym
za przyczyny trudności, w jakich jednostka się znalazła, potrzeba podejmowania własnych decyzji i wyborów, potrzeba poufności. Oprócz potrzeb w relacji z pracownikiem socjalnym w przypadku klienta często
można mówić o wielości niezaspokojonych potrzeb życiowych niezwiązanych z relacją z pracownikiem socjalnym (np. jedna osoba może mieć
w momencie kontaktu z pracownikiem socjalnym niezaspokojoną potrzebę pożywienia, dachu nad głową, odpoczynku, bliskości, wspólnoty,
akceptacji, szacunku, wsparcia i sensu). Zastosowanie PBP, z racji tego,
że jego celem jest docieranie do potrzeb, stwarza możliwości ku temu, aby
te potrzeby zostały najpierw zidentyfikowana i nazwane, a później zaspokojone. Pracownik socjalny, który kieruje się w swojej pracy założeniami
PBP traktuje swoich klientów indywidualnie, a nie jako przedstawicieli danej grupy, powstrzymuje się od ocen, stwarza okazję do wyrażenia
uczuć przez klientów, ale też twierdzi, że klienci mają prawo do podejmowanie własnych wyborów, które służą zaspokojeniu ich potrzeb.
Czwarty etap – wyrażenie prośby może być szczególnie trudne w odniesieniu do relacji pracownik socjalny-klient. Prośba ze strony pracownika socjalnego skierowana do klienta może być postrzegana jako
niestandardowe zachowanie. Pracownik socjalny, który na ogół jest postrzegany jako ten, który wymaga, oczekuje, nawet żąda, prosząc klienta
może być odebrany jako „dziwny”, co z kolei może zrodzić opór w klien24
M.B. Rosenberg, op.cit., s. 69.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
cie. Jednak istnieje większe prawdopodobieństwo, że klient wykona pewne działania, gdy jest o nie proszony niż wtedy gdy ktoś czegoś od niego
wymaga czy żąda.
Rosenberg twierdzi, że aby okazać komuś empatię, trzeba używać
tego samego języka co on25. W relacji pracownik socjalny-klient ważne
jest posługiwanie się językiem zrozumiałym dla klienta, nie stosowanie
zbyt skomplikowanego, urzędniczego, czy też naukowego języka. M. Rosenberg pisze o tzw. „komunikatach odcinających od życia” – osądach
moralnych, porównywaniu i wyrażaniu pragnień w formie żądań jako
o tych, które ranią innych i blokują współczucie zarówno wobec innych,
jak i siebie. K. Łęcki i A. Szóstak w pracy „Komunikacja interpersonalna
w pracy socjalnej” wyróżnili m.in. następujące bariery komunikacyjne,
które popełniają pracownicy socjalni w stosunku do klientów: protekcjonalizm i urzędowa wyższość, atmosfera przesłuchiwania w trakcie
wywiadu, przerywanie klientowi, zaniechanie uważnego, aktywnego
słuchania, brak odwołań do przemyśleń klienta, przekręcanie lub nieużywanie nazwisk i imion klientów, szybkie wydawanie osądów, oceniające
i krytyczne komentarze, niedostosowanie tonu i stylu komunikacyjnego
do stanu emocjonalnego klienta26. Stosując założenia Porozumienia bez
Przemocy pracownik socjalny może uniknąć tych wszystkich błędów.
Pracownik socjalny może nie tylko stosować założenia Porozumienia bez Przemocy w relacji z klientem, ale również zachęcać go do tego,
aby klient w relacjach z osobami z jego otoczenia stosował tę metodę.
Model ten klienci mogą wykorzystać w życiu rodzinnym, relacjach sąsiedzkich czy też w środowisku pracy. Ale aby go zastosować, niezbędne
jest zaznajomienie się z koncepcją M. Rosenberga. W jaki sposób klienci
mogą poznać tę koncepcję? Pracownik socjalny stosując założenia PBP
w rozmowie z klientem nie tylko ma szansę na zidentyfikowanie potrzeb
klienta, jakie zaspokaja on działając w taki a nie inny sposób, ale też daje
przykład, wzór tego, w jaki sposób może przebiegać dialog pomiędzy
osobami. Samo przebywanie z pracownikiem socjalnym, który jest pełen
empatii, zrozumienia i ma gotowość do wsłuchania się w potrzeby klienta, może być dla klienta tak pozytywnym doświadczeniem, że wywoła
pewne zmiany w jego zachowaniu. Zwłaszcza, że pracownik socjalny stosujący założenia PBP może być pierwszą osobą, która w pełni wsłuchuje
25
26
M.B. Rosenberg, G. Seils, op.cit., s. 70.
K. Łęcki, A. Szóstak, Komunikacja interpersonalna w pracy socjalnej, Warszawa 1996
(Wydawnictwo Interart), s. 87–88.
228
229
M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
się w potrzeby klienta, nie osądza go i nie krytykuje. Zatem stosując założenia PBP w relacji z klientem pracownik socjalny przekazuje pewien
wzór komunikowania się, który klient może przenieść na jego relacje
z innymi osobami (członkami rodziny, sąsiadami czy współpracownikami). Pracownik socjalny może pełnić wobec klienta rolę tutora w zakresie
stosowania metody Porozumienia bez Przemocy. Najpierw przekazać mu
podstawową wiedzę na temat PBP, a potem poprzez regularne spotkania
z klientem ma możliwość towarzyszenia mu i wpierania go w procesie
zmiany w zakresie jego umiejętności komunikacyjnych.
Jednym ze sposobów służącym zaznajomieniu się klientów z założeniami Porozumienia bez Przemocy jest polecanie publikacji na ten
temat, książkowych czy w wersji elektronicznej, możliwe jest też przygotowanie broszur informacyjnych. Mogą być one użyteczne zwłaszcza
dla tych klientów, którzy mają trudności w komunikacji ze współmałżonkiem, partnerem czy dziećmi. Już sama nazwa Porozumienie bez
Przemocy może się wydać zachęcająca dla tych klientów, którzy są świadomi tego że stosują przemoc, fizyczną bądź też werbalną np. w stosunku do dzieci i chcą zmienić swoje zachowania w tym względzie. Akty
przemocy wobec członków rodziny nie są wyrazem siły, a bezsilności
i braku umiejętności w radzeniu sobie z trudnościami i w zaspokajaniu
własnych potrzeb (np. matka, która jest głodna, niewyspana i zmęczona znacznie częściej będzie podnosić głos na dzieci czy nawet stosować przemoc fizyczną niż ta kobieta, która ma zaspokojone własne potrzeby). Kolejnym z rozwiązań jest zaproponowanie klientom udziału
w szkoleniu, które może zorganizować np. ośrodek pomocy społecznej,
jeśli ma takie możliwości, bądź też poszukać np. organizacji pozarządowych, czy innych instytucji, które organizują szkolenia w tym zakresie.
Uczestnictwo w szkoleniu w zakresie PBP jest o tyle istotne, że klienci
mają możliwość nie tylko poznania teoretycznych postaw PBP, ale też
przećwiczenia ich pod okiem trenera. Niezwykle istotnym elementem
tego procesu jest stworzenie klientowi możliwości podzielenia się doświadczeniem zmiany, jaka wynika z zastosowania PBP w relacjach
rodzinnych czy zawodowych na bieżąco, wtedy, kiedy skończy się szkolenie lub klient zdobędzie wiedzę książkową na temat PBP i próbuje
zastosować tę wiedzę w życiu codziennym. Pracownik socjalny może
być w otoczeniu klienta jedyną osobą, która zna założenia PBP stosuje
je w praktyce, dlatego może stanowić dla klienta wsparcie, być osobą,
z którą klient omawia i konsultuje konkretne sytuacje z własnego życia,
PA R T I I . T U T O R I N G I N S O C I A L WO R K
zanim podejmie jakieś działania, albo post factum, kiedy pewne wydarzenia miały już miejsce.
Pracownicy socjalni mogą nie tylko pracować z osobami dorosłymi,
ale również z dziećmi i młodzieżą, wykorzystując założenia PBP. Sam
Rosenberg oprócz tego, że był mediatorem, to prowadził warsztaty dla
rodziców, szkolił również nauczycieli. Wychowanie, które M. Rosenberg określa wychowaniem w duchu empatii może być praktykowane nie tylko przez rodziców, ale również przez opiekunów pracujących
np. w placówkach wsparcia dziennego czy w placówkach opiekuńczo-wychowawczych. Relacje z dziećmi zgodne z założeniami Porozumienia
bez Przemocy, to relacje, w których rezygnuje się ze stosowania nagród
i kar27. Jak zauważa M. Rosenberg dzieci są bardziej świadome swoich potrzeb niż osoby dorosłe28. Model Porozumienia bez Przemocy rekomendowany jest m.in. przez Gdańską Fundację Innowacji Społecznej w pracy
z dziećmi w Kameralnych Domach dla Dzieci29.
Wdrożenie idei Porozumienia bez Przemocy w pracy socjalnej
na pewno nie jest zadaniem łatwym i wymagałoby szeregu zmian, zarówno w rozwiązaniach instytucjonalnych dotyczących pomocy społecznej (np. zmniejszenie liczby klientów, z którymi pracuje pracownik socjalny w jednym momencie, aby miał więcej czasu dla każdej z osób, czy
też ograniczenie czynności administracyjnych, jakie ma do wykonania
pracownik socjalny), jak i zmian które można określić mianem mentalnościowych, a które związane by były ze zmianami w samych poglądach
pracowników socjalnych. Badania przeprowadzone w 2013 roku na reprezentatywnej grupie pracowników socjalnych wykazały, że co czwarty
przedstawiciel tej profesji (24%) zgadza się ze stwierdzeniem, że nie należy wierzyć ludziom, ufać można tylko samemu sobie, prawie 18% poparło
pogląd, że ludzie są na ogół bezinteresownie nieżyczliwi, wręcz złośliwi,
a 45% jest zdania, że kto całkowicie ufa innym, naraża się na kłopoty.
Wszystkie te stwierdzenia pozostają w sprzeczności z ideą PBP. Rosenberg jest zdania, że karanie ludzi nie ma sensu, natomiast wśród polskich
pracowników socjalnych 83% zgodziło się ze stwierdzeniem, że w Polsce
kary dla przestępców są zbyt łagodne, 45% ze zdaniem, że przestępców
należy przede wszystkim karać, a nie marnować czasu na ich wycho27
28
29
M.B. Rosenberg, Wychowanie w duchu empatii. Rodzicielstwo według Porozumienia
bez Przemocy, Warszawa 2012 (Wydawnictwo MiND), s. 15.
M.B. Rosenberg, G. Seils, op.cit., s. 130.
O samodzielności. Innowacyjny model pracy wychowawczej w kameralnych Domach
dla Dzieci, Gdańsk 2014 (Gdańska Fundacja Innowacji Społecznej), s. 46–47.
230
231
M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
wywanie, a 51% twierdzi, że kara śmierci powinna być stosowana, aby
utrzymać w ryzach najgorszych przestępców30. Gdy pracownicy socjalni zostali poproszeni o to, aby sami zdefiniowali pojęcie pracy socjalnej,
tylko nieliczni w podawanej definicji odwołali się do specyfiki relacji
pracownik socjalny- klient31. Zastosowanie Porozumienia bez Przemocy
w praktyce pracownika socjalnego wymagałoby także zmiany postrzegania klientów. Według wyników badań z 2013 roku, gdy zadano zapytano
pracowników socjalnych o to, do czego/kogo mogą porównać klientów,
to jedynie 11% spośród wszystkich wskazań przedstawiało klienta jako
osobę potrzebującą pomocy, partnera, którego warto poznać. Częściej
klient porównywany był do pasożyta (12% wskazań), do dziecka – np. rozwydrzone, krnąbrne, uparte, trudne (24% wskazań) czy też traktowany
był jako „roszczeniowiec” (32% wskazań)32.
4. Refleksje końcowe
Metoda Porozumienia bez Przemocy autorstwa M.B. Rosenberga może
stanowić użyteczne narzędzie w pracy pracownika socjalnego. Stosując
ją w relacji zarówno w odniesieniu do osób dorosłych, jak i do dzieci pracownik socjalny ma szansę nawiązać bliską relację, która jest kluczowa
dla skuteczności działań pomocowych. Może się zdarzyć, że pracownik
socjalny będzie pierwszą osobą, która w dialogu z klientem stara się go
zrozumieć, a nie doradzać, osądzać czy krytykować. Wiedza na temat
Porozumienia bez Przemocy jest już wykorzystywana w Polsce w trakcie szkoleń, zarówno dla pracowników socjalnych, jak i dla ich klientów.
Porozumienie bez Przemocy znajduje się w programie szkoleń dla sprawców przemocy domowej, które organizuje Niebieska Linia33, jak również
w programie szkolenia Studium Pracy z Osobami Stosującymi Przemoc
SPOSP 2017, które jest adresowane do osób pracujących ze sprawcami przemocy domowej (m.in. do pracowników socjalnych, kuratorów,
policjantów)34. Choć np. w ofercie studiów podyplomowych Porozu30
31
32
33
34
A. Olech, M. Łuczyńska, Pracownicy socjalni w Polsce – portret zbiorowy 2013, Warszawa 2013 (Instytut Rozwoju Służb Społecznych), s. 68.
Ibidem, s. 95.
Ibidem, s. 137–150.
Program dla osób stosujących przemoc, http://www.niebieskalinia.org/oferta-pomocy/programy-dla-osob-stosujacych-przemoc dostęp 25.12.2017.
TRWA REKRUTACJA na Studium Pracy z Osobami Stosującymi Przemoc SPOSP, 2017,
http://www.niebieskalinia.org/o-nas/aktualnosci/studium-pracy-z-osobami-stosujacymi-przemoc-sposp-20162017/, dostęp 28.03.2017.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
mienie bez Przemocy wg Marshalla B. Rosenberga, jakie oferuje jedna
z uczelni pracownicy socjalni, w przeciwieństwie m.in. do nauczycieli,
coachów, mediatorów, psychologów, terapeutów nie zostali wymienieni
jako osoby, do których adresowane są studia. Jednak studia adresowane
są do wszystkich osób, którzy na co dzień pracują z ludźmi, a więc również do pracowników socjalnych35. Pewne przekazy zgodne z założeniami PBP można odnaleźć w podręcznikach dla pracowników socjalnych
np. w podręczniku „Komunikacja interpersonalna w pracy socjalnej”
autorstwa K. Łęckiego i A. Szóstaka znajduje się następujący przekaz,
zgodny z założeniami PBP: „Komunikacja między ludźmi jest nieustannie podtrzymywanym stanem zrozumienia, okazywania szczerości i zaufania, stymulowania emocji, wnikania w uczucia i respektowania ich –
jest związkiem psychicznym, który wytwarza się podczas wzajemnego
kontaktu”.
Należy zauważyć, że zastosowanie założeń PBP w relacji pracownika socjalnego z klientem nie jest proste. Dzieje się tak z kilku powodów.
Sama te metoda nie jest łatwa, do zastosowania w praktyce (choć w teorii nie jest skomplikowana) i wymaga zrezygnowania z pewnych wcześniejszych schematów postępowania, co może się wiązać z poświęceniem
czasu i środków finansowych na szkolenia w zakresie Porozumienia Bez
Przemocy oraz energii i czasu pracowników socjalnych w procesie zmiany. Komunikacja empatyczna, wyrażanie uczuć, docieranie do potrzeb
wymaga odpowiedniej ilości czasu poświęconego konkretnemu klientowi, którego często pracownicy socjalni nie mają. Poza tym niektórzy
klienci traktują pracownika socjalnego jak każdego innego urzędnika
i nie chcą się przed nim „otworzyć” w obawie, że zostanie to wykorzystane przeciwko nim.
Mimo, że artykuł koncentrował się na aktywności zawodowej pracownika socjalnego, to warto zauważyć, że PBP może być wykorzystywane
w życiu rodzinnym pracownika socjalnego i w jego relacjach pozazawodowych, co może mieć istotne znaczenie dla jego pracy. Po pierwsze życie
prywatne może stanowić miejsce, w którym pracownik socjalny uczy się
stosować w praktyce PBP i ma na to więcej czasu niż w pracy. Po drugie
dzięki tej metodzie jest świadomy i dąży do zaspokojenia swoich potrzeb,
35
Porozumienie bez przemocy wg Marshalla B. Rosenberga, https://www.civitas.edu.pl/
collegium/oferta-edukacyjna/po-polsku/studia-podyplomowe-po-polsku/kierunki-studiow-podyplomowych/kierunki-studiow-podyplomowych-obszar-psychologia-i-coaching/porozumienie-bez-przemocy-wg-marshalla-b-rosenberga, dostęp
28.03.2017.
232
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M AG DA L E N A S TA N KOW S K A . P O RO Z U M I E N I E B E Z P R Z E M O C Y
a więc m.in. potrzeby odpoczynku, wsparcia czy empatii, dzięki czemu
ma więcej energii, aby wspierać swoich klientów w pracy, bowiem niezwykle trudne jest niesienie pomocy innym w przypadku braku zaspokojenia własnych potrzeb, a oczekiwanie, że wszystkie potrzeby pracownika
socjalnego zostaną zaspokojone w pracy jest nierealne (choć np. potrzeby
uznania, sensu czy znaczenia mogą być zaspokojone poprzez aktywność
zawodową). Po trzecie wykorzystując tę metodę w relacjach z najbliższymi osobami, buduje z nimi pozytywne relacje, co może się przekładać
na to, że będą oni dla niego stanowić większe źródło wsparcia, również
w życiu zawodowym niż wtedy, gdy w tych relacjach byłyby nierozwiązane konflikty, wrogość, czy agresja.
5. Literatura
Aronson E., Człowiek istota społeczna, Warszawa 2004 (Państwowe Wydawnictwo Naukowe).
Kodela K., Kowalczyk J., Standardy Pracy Socjalnej. Rekomendacje metodyczne
i organizacyjne, Warszawa 2014 (WRZOS).
Łęcki K., Szóstak A., Komunikacja interpersonalna w pracy socjalnej, Warszawa
1996 (Wydawnictwo Interart).
Mudyń K., „Komunikacji bez przemocy” jako metoda przezwyciężania i zapobiegania konfliktom, [w:] Kryzys, interwencja i pomoc psychologiczna, red.
D. Kubacka-Jasiecka, K. Mudyń, Toruń 2003 (Wydawnictwo Adam Marszałek), s. 303–319.
Olech A., Łuczyńska M., Pracownicy socjalni w Polsce – portret zbiorowy 2013,
Warszawa 2013 (Instytut Rozwoju Służb Społecznych).
O samodzielności. Innowacyjny model pracy wychowawczej w kameralnych Domach dla Dzieci, Gdańsk 2014 (Gdańska Fundacja Innowacji Społecznej).
Porozumienie bez przemocy wg Marshalla B. Rosenberga, https://www.civitas.
edu.pl/collegium/oferta-edukacyjna/po-polsku/studia-podyplomowe-po-polsku/kierunki-studiow-podyplomowych/kierunki-studiow-podyplomowych-obszar-psychologia-i-coaching/porozumienie-bez-przemocy-wg-marshalla-b-rosenberga, dostęp 28.03.2017.
Program dla osób stosujących przemoc, http://www.niebieskalinia.org/oferta-pomocy/programy-dla-osob-stosujacych-przemoc, dostęp 6.04.2017.
Rosenberg M.B., Seils G., Rozwiązywanie konfliktów poprzez porozumienie bez
przemocy, Warszawa 2016 (Wydawnictwo Czarna Owca).
Rosenberg M.B., Porozumienie bez przemocy. O języku serca, Warszawa 2009
(Wydawnictwo Czarna Owca).
Rosenberg M.B., Wychowanie w duchu empatii. Rodzicielstwo według Porozumienia bez Przemocy, Warszawa 2012 (Wydawnictwo MiND).
PA R T I I . T U T O R I N G I N S O C I A L WO R K
Sokołowska M., Dylematy etyczne pracowników socjalnych, Warszawa 2013
(Centrum Rozwoju Zasobów Ludzkich).
The Centre for Nonviolent Communication, An Introduction to Nonviolent Communication (NVC), http://www.schooltransformation.com/wpcontent/uploads/2012/06/Kendrick_NVC_Materials.pdf, dostęp 06.04.2017.
TRWA REKRUTACJA na Studium Pracy z Osobami Stosującymi Przemoc
SPOSP, 2017, http://www.niebieskalinia.org/o-nas/aktualnosci/studium-pracy-z-osobami-stosujacymi-przemoc-sposp-20162017, dostęp 06.04.2017.
Ustawa z dnia 12 marca 2004 o pomocy społecznej z późn. zm.
Ustawa z dnia 9 czerwca 2011 r. o wspieraniu rodziny i systemie pieczy zastępczej z późn. zm.
Wieczorek Z., Porozumienie bez przemocy Marshalla Rosenberga jako sposób
na redukowanie barier komunikacyjnych, Przegląd Naukowo-Metodyczny.
Edukacja dla bezpieczeństwa, t. 5 (3) (2012), s. 103–116.
6. Summary
The aim of these article is to present the assumptions of the method used in interpersonal relationships, named Nonviolent Communication (NVC) by M.B. Rosenberg and the reflection on the application of this method in social work. The
article presents the basic assumptions of NVC, four steps of NVC (observations,
feelings, needs and requests) and the issue of empathic reception, as well as reflections on the possibility of applying this method in relations between social
worker and client and in client relations with the environment. Legal regulations on social work and family support and the results of research among social
workers have been introduced.
234
Realizacja zadań pracownika socjalnego
w świetle Ustawy o pomocy społecznej
z 12 marca 2004 roku – sprawozdanie z badań
S Y LW I A K W I AT KOW S K A
Płock
keywords . social problems, hospital, social worker, random events,
crisis situations
1. Wprowadzenie
Głównym źródłem w poszukiwaniu odpowiedzi na pytanie: „W jakim
zakresie oraz w jakiej formie, współczesny pracownik socjalny spełnia
powierzone mu zadania zawarte w Ustawie o pomocy społecznej z dnia
12 marca 2004 roku?” stały się badania przeprowadzone na przełomie
2014/2015 roku w szpitalach północnego Mazowsza: w Płocku, Ciechanowie, Mławie oraz Przasnyszu.
Próba odpowiedzi na postawione pytanie została podjęta na podstawie wnikliwej analizy uzyskanych wyników z przeprowadzonej ankiety,
wypełnionej przez dyrektorów ankietowanych szpitali1, tj.:
• Specjalistycznego Szpitala Wojewódzkiego w Ciechanowie2.
• Samodzielnego Publicznego Zakładu Opieki Zdrowotnej w Mławie3.
• Samodzielnego Publicznego Zespołu Zakładów Opieki Zdrowotnej Przasnyszu4.
1
2
3
4
Autorka zwróciła się ze specjalnym pismem do dyrektorów szpitali o wypełnienie ankiety zawierającej 14 pytań ściśle związanych z pracą pracownika socjalnego w jednostce przez nich zarządzanej; zob. prywatne zbiory autorki.
S. Pazyra., Dzieje Ciechanowa i ziemi ciechanowskiej, Ciechanów 1976, s. 237; Małowiecki R., Księga Rocznicowa. Lecznictwo Ciechanowskie, Ciechanów 1995 (maszynopis z prywatnego zbioru ks. A. Gretkowskiego), passim.
A. Gretkowski [ks.], Dobroczynno-społeczna działalność Zgromadzenia Sióstr oraz
Stowarzyszenia Pań Miłosierdzia św. Wincentego a Paulo na terenie diecezji płockiej
w latach 1727–2000, Płock 2002 (Wydawnictwo Naukowe NOVUM), s. 134–140;
L. Zygner, Historia parafii mławskiej. Struktura społeczno-zawodowa i wyznaniowa
mieszkańców Mlawy i okolicznych wsi okresu Królestwa Polskiego (1815–1864). Klęski
elementarne w Mławie, Toruń 1976 (wydanie II), s. 35.
A. Gretkowski [ks.], op.cit., s. 122–130.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
• Szpitala św. Trójcy w Płocku5.
• Wojewódzkiego Szpitala Zespolonego im. Marcina Kacprzaka
w Płocku6.
Zakres i formy szpitalnej pomocy w świetle Ustawy z dnia 12 marca 2004 r. początkami sięgają reformy administracyjnej w Polsce z 1999
roku. Wtedy, wraz z nowym podziałem administracyjnym kraju, weszły
w życie ustawy regulujące pracę nie tylko pracowników socjalnych, ale
i innych instytucji, takich jak:
• Gminny Ośrodek Pomocy Społecznej (GOPS);
• Miejski Ośrodek Pomocy Społecznej (MOPS);
• Zakład Opiekuńczo-Leczniczy (ZOL);
• Różne placówki wychowawcze i ośrodki pomocowe, np. Dom Małego Dziecka czy też Dom Samotnej Matki.
Są one niezbędnymi jednostkami pomocy społecznej i socjalnej dla osób
uzależnionych, bezdomnych, sierot, kalek, ubogich, samotnych matek i innych osób potrzebujących pomocy i wsparcia w różnych sytuacjach losowych. Instytucje te usprawniają pracę i pomagają pracownikowi socjalnemu
zatrudnionego w szpitalu. Umożliwiają osobom i ich rodzinom przezwyciężenie trudnych sytuacji życiowych, których nie są w stanie sami pokonać,
wykorzystując własne uprawnienia, zasady i możliwości. Kontakt z tymi
ośrodkami pomocy jest jedną z form i metod pracy pracowników społecznych i socjalnych zatrudnionych w różnych filarach ochrony zdrowia.
W świetle ustawy z dnia 12 marca 2004 roku główną formą pomocy,
jaką niesie szpitalny pracownik socjalny, jest rozwiązywanie problemów
socjalno-bytowych pacjenta, mających znaczący wpływ na poprawę stanu jego zdrowia, a tym samym skracających okres jego hospitalizacji. Dla
pacjenta oraz jego rodziny ważne jest:
• poczucie bycia rozumianym;
• wsparcie ze strony osoby niosącej pomoc;
• zachęcanie do wspólnego zastanowienia się nad możliwościami
rozwiązywania problemów;
• uczciwość pomagającego, jego troska i życzliwe zainteresowanie7.
5
6
7
Ibidem, s. 104–119.
M. Dymek, L. Koper, J.B. Nycek, INWESTYCJE Wojewódzkiego Szpitala Zespolonego
w latach 2004–2015 współfinansowane z funduszy Unii Europejskiej, Płock 2016 (Wydawnictwo Marow -Jan Bolesław Nycek), s. 7–9; S. Kwiatkowska, Wojewódzki Szpital
im. Marcina Kacprzaka 40 lat w służbie regionu 1973–2013, Płock 2013 (Wydawnictwo Marow – Jan Bolesław Nycek), passim.
Zob. Dz.U. 2004, Nr 64, poz. 593, art. 7, 118–119.
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S Y LW I A K W I AT KOW S K A . R E A L I Z AC J A Z A DA Ń P R AC OW N I K A
Pracownik socjalny zatrudniony w szpitalu pomaga nie tylko w rozwiązywaniu problemów zaistniałych w czasie leczenia szpitalnego, ale
również w kwestiach dotyczących codziennego życia pacjentów i ich
rodzin. Najczęściej są to sprawy związane z: ubóstwem, bezrobociem,
niepełnosprawnością, sieroctwem, przemocą, bezdomnością, trudnymi
warunkami materialnymi, wielodzietnością, starością, uzależnieniem8.
2. Wnioski z przeprowadzonych badań
W strukturę każdego szpitala wchodzą oddziały oraz liczba przeznaczonych łóżek dla chorych. Liczba ta pociąga za sobą potrzebę odpowiedniej
ilości zatrudnianych specjalistów, m.in. pracowników socjalnych. Szpitale (Ciechanów, Mława, Przasnysz, Płock) posiadają ogólnie 75 oddziałów
liczących 2379 łóżek. W każdym z nich zatrudniony jest na czas nieokreślony pracownik socjalny (po jednym pracowniku w każdym szpitalu,
z wyjątkiem Specjalistycznego Szpitala Wojewódzkiego w Ciechanowie,
który zatrudnia trzech pracowników socjalnych) posiadający wykształcenie wyższe lub przystosowanie do wykonywania takiego charakteru
pracy. We wszystkich przypadkach są to osoby płci żeńskiej w wieku
33–60 lat.
Pierwsze pytanie zadane dyrektorom szpitali brzmiało: „Czy w szpitalu, w którym jest Pan/Pani Dyrektorem udzielana była w latach 2004/2013
pomoc ze względu na ubóstwo pacjenta?”.
Analiza odpowiedzi pozwala stwierdzić, że z przypadkiem ubóstwa
wśród pacjentów w latach 2004–2013 spotkało się większość szpitali:
Specjalistyczny Szpital Wojewódzki w Ciechanowie, szpital Św. Trójcy w Płocku oraz Wojewódzki Szpital Zespolony im. M. Kacprzaka
w Płocku.
Na to pytanie nie uzyskałam odpowiedzi ze szpitala w Mławie oraz
z Przasnysza. Z łatwością można zauważyć, że przypadków ubóstwa spośród wszystkich szpitali najwięcej odnotował w okresie jesiennym i zimowym Specjalistyczny Szpital Wojewódzki w Ciechanowie (49). Najwięcej
przypadków było w roku 2012 – trzynaście, a najmniej w roku 2008 – 0.
Szpital Św. Trójcy w Płocku odnotował – 36 przypadków potrzebujących pomocy ze względu na ubóstwo. Najwięcej było w 2010 roku – jedenaście osób (sześć kobiet i pięciu mężczyzn) w wieku 21–81 lat. Były
to osoby pochodzące zarówno ze wsi, jak i z Płocka (kawalerowie, bez8
Ibidem.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
domni, wdowy i wdowcy.) Najmniejszą ilość przypadków ubóstwa szpital
zanotował w roku 2004 – tylko jeden przypadek (kobieta w wieku 21 lat –
panna). W latach 2004/2005 i 2008/2009 roku nie odnotowano żadnego
takiego przypadku.
Wojewódzki Szpital Zespolony im. M. Kacprzaka w Płocku, od roku
2004 do roku 2013 odnotował łącznie 34 przypadki ubóstwa wśród pacjentów przyjętych na oddział. Zarejestrował bardzo podobny wynik
przypadków ubóstwa do szpitala Św. Trójcy. Najwięcej odnotowano
w roku 2006 – pięć, a najmniej w latach 2004, 2007 oraz 2012 – po dwa
przypadki. Wszyscy pacjenci, to głównie mężczyźni stanu wolnego
i w różnym wieku. W dwóch przypadkach były to kobiety o statusie panny i rozwódki.
Z danych zawartych w ankiecie wynika, że wszystkim potrzebującym
została udzielona pomoc przez szpitalnego pracownika socjalnego w formie:
• przekazania odzieży i środków higieny;
• przekazania wniosku do Miejskiego Ośrodka Pomocy Społecznej (MOPS) lub Gminnego Ośrodka Pomocy Społecznej (GOPS)
o przyznanie zasiłku celowego na zakup leków lub sprzętu rehabilitacyjnego oraz zakup wyprawki dla noworodka, odzieży, środków czystości.
Nie są to pełne dane, gdyż nie od wszystkich szpitali otrzymałam potrzebne wiadomości.
Kolejne pytanie zawarte w ankiecie dotyczyło sieroctwa. Ze zdziwieniem należy przyjąć wiadomość, że tylko jeden – Specjalistyczny Szpital
Wojewódzki w Ciechanowie spotkał się w latach 2004–2013 z przypadkiem sieroctwa. Ogólnie, w badanym okresie, tj. w latach 2004–2013,
w szpitalu wystąpiło 29 przypadków sieroctwa.
Z największą liczbą przypadków sieroctwa spotkał się szpital w roku
2011 – sześć przypadków. Nie odnotowano zaś żadnego przypadku
w roku 2005. Najczęściej było to sieroctwo społeczne. Niestety, szpital
nie podał bliższych informacji dotyczących pacjentów, m.in.: wieku, płci.
Wszyscy pacjenci (noworodki, dzieci) u których stwierdzono sieroctwo,
poprzez wywiad i obserwacje przeprowadzone przez pracownika socjalnego, uzyskali pomoc w formie zgłoszenia do Wydziału Rodzinnego Sądu Rejonowego i do Ośrodka Adopcyjnego (noworodki zostawione
w szpitalu). Wszystkim sporządzono akt urodzenia. Brak przesłanych
danych z pozostałych badanych szpitali świadczyć może o braku wystąpienia przypadków sieroctwa wśród przebywających tam pacjentów.
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S Y LW I A K W I AT KOW S K A . R E A L I Z AC J A Z A DA Ń P R AC OW N I K A
Bezdomność to kolejna sytuacja w jakiej może znaleźć się pacjent. Jak
wynika z ankiety, z największą liczbą bezdomnych pacjentów spotkał się
Specjalistyczny Wojewódzki Szpital w Ciechanowie – 170 przypadków.
Najwięcej było ich w roku 2010 – dwadzieścia pięć przypadków, najmniej
w roku 2009 – dziesięć przypadków. Niestety, nie otrzymałam bliższych
danych, np. dotyczących wieku oraz statusu osób bezdomnych.
Obok szpitala w Ciechanowie, duża ilość pacjentów bezdomnych pojawiła się w Wojewódzkim Szpitalu Zespolonym im. M. Kacprzaka w Płocku – 149 przypadków. Głównie byli to mężczyźni w wieku od 22 do 58 lat.
Najwięcej przypadków szpital zarejestrował w roku 2005 – dwadzieścia
siedem, a najmniej w roku 2008 – osiem.
Główne formy pomocy, jakie zostały udzielone bezdomnym przez
szpitalnego pracownika socjalnego – to umieszczenie ich w Zakładzie
Opiekuńczo-Leczniczym (ZOL-u). Najwięcej w roku 2012 – 80 pacjentów, zaś w roku 2004 – tylko trzech.
Drugi płocki szpital Św. Trójcy zarejestrował 25 przypadków bezdomności (szczególnie w okresie jesienno-zimowym). Były to kobiety i mężczyźni w wieku od 22 do 59 lat, o różnym statusie społecznym: panna,
wdowa, kawaler, żonaty, rozwiedziony.
Najwięcej przypadków było w roku 2013 – siedem. Byli to głównie
mężczyźni rozwiedzeni w wieku od 38 do 58 lat, mieszkańcy miasta. Najmniejszą liczbę przypadków bezdomności odnotowano w roku 2012 – jeden mężczyzna w wieku 42 lat, kawaler.
Z interpretacji danych otrzymanych ze szpitala Św. Trójcy w Płocku
wynika, że problem bezdomności dotyczył osób zamieszkujących zarówno w Płocku, jak i w okolicznych wsiach, różnej płci i wieku.
Najwięcej bezdomnych pacjentów zostało umieszczonych w Zakładzie Opiekuńczo-Leczniczym w okresie jesienno-zimowym ze szpitala
Św. Trójcy – sześć przypadków, z czego większość, to kobiety w wieku
od 37 do 63 lat samotne, zamieszkujące na terenie miasta Płocka.
W noclegowni umieszczonych zostało zaledwie pięć osób (lata 2005,
2006, 2010 i 2011). Byli to głównie samotni mężczyźni w wieku od 22
do 60 lat, zamieszkujący w obszarze wsi i Płocka. Do Domu Pomocy Społecznej trafiły trzy osoby (lata 2005 i 2013; 1 kobieta i 2 mężczyzn)9.
Najmniej przypadków bezdomności odnotował szpital w Przasnyszu
w latach 2007–2013 – osiemnaście osób, w tym:
9
Brak odnotowanej działalności na rok 2004.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
• Rok 2007 – trzy przypadki bezdomności (mężczyźni w wieku
od 50 do 61 lat).
• Rok 2008 – dwa przypadki bezdomności (mężczyźni w wieku około 55 lat).
• Rok 2009 – trzy przypadki bezdomności (mężczyźni)10.
Kolejne pytanie zawarte w ankiecie dotyczyło pomocy udzielonej pacjentom przez pracownika socjalnego ze względu na TRUDNOŚCI MATERIALNE. Jak wynika z analizy otrzymanych danych ankietowych,
z trudnościami materialnymi wśród pacjentów szpitala w Przasnyszu
zarejestrowano pojedyncze osoby – głównie mężczyźni w wieku od 27
do 60 lat. Szpital nie podał danych od roku 2004, co uniemożliwia dalszą
analizę przypadków pacjentów z trudnościami bytowymi.
Szpital św. Trójcy w Płocku, począwszy od 2004 roku, odnotował około 30 przypadków rocznie. Wynika z tego, że od 2004 do 2013 roku zarejestrowano około 270 pacjentów z problemami materialnymi11.
Kolejnym szpitalem, który odnotował problemy związane z trudną
sytuacją materialną u swoich pacjentów jest Wojewódzki Szpital Zespolony w Płocku – około dwadzieścia osób rocznie12.
„Czy w szpitalu, w którym jest Pani/Pan Dyrektorem udzielana była
w latach 2004–2013 pomoc ze względu na bezrobocie?” – to kolejne
pytanie, jakie zostało skierowane do kierowników szpitali. Najbardziej
szczegółowe informacje otrzymałam ze szpitala w Przasnyszu. Z danych
wynika, że w badanym okresie, w szpitalu w Przasnyszu odnotowano 33
przypadki pacjentów bezrobotnych. Byli to głównie mężczyźni w przedziale wiekowym od 40 do 60 lat. Najwięcej przypadków bezrobotnych
pacjentów szpital odnotował w roku 2013 – 15 przypadków, natomiast
najmniej w latach 2009 i 2012 – po jednym.
W szpitalu w Mławie odnotowano 12 przypadków bezrobotnych pacjentów w samym tylko roku 2013. Również w szpitalu Św. Trójcy i Wojewódzkim Szpitalu Zespolonym im. M. Kacprzaka w Płocku zarejestrowano przypadki bezrobotnych pacjentów przebywających na oddziale.
Były to kobiety i mężczyźni w wieku od 20 do 63 roku życia, zamieszkujący obszar miasta lub okolicę. Niestety, brak podania szczegółowszych
10
11
12
Brak relacji z działalności od roku 2004.
Brak dodatkowych danych.
W przeliczeniu od roku 2004 do roku 2013 – szpital powinien zarejestrować ok. 180
takich przypadków. Niestety, szpital nie podał żadnych dodatkowych danych, co powoduje brak szczegółowej wiedzy o pracy pracownika socjalnego w szpitalu.
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danych uniemożliwił bliższą analizę i charakterystykę bezrobotnych pacjentów tamtego okresu.
Zaznaczyć należy, że pacjenci nie posiadali aktualnego numeru ubezpieczenia, przez co nie podlegali ubezpieczeniu zdrowotnemu. Wobec takiej sytuacji, pracownicy socjalni podejmowali działania mające na celu
sporządzenie wniosku do burmistrzów i wójtów z prośbą o objęcie ubezpieczeniem zdrowotnym pacjentów hospitalizowanych.
Niepełnosprawność – wszystkie objęte ankietą szpitale spotkały się
z potrzebą udzielenia takiej pomocy. Związana była ta pomoc ściśle z zaopatrzeniem w środki ortopedyczne, środki pomocnicze oraz w sprzęt
rehabilitacyjny.
Najwięcej przypadków pacjentów niepełnosprawnych odnotował
szpital w Ciechanowie w roku 2012 – sto pięć przypadków, zaś w roku
2013 – sto trzydzieści przypadków. Nie odnotowano żadnego pacjenta
w roku 2004. Niestety z braku dodatkowych i szczegółowszych danych
nie można dokonać głębszej analizy.
Wojewódzki Szpital Zespolony im. M. Kacprzaka w Płocku, w latach 2004–2013 odnotował 435 przypadków swoich pacjentów, którzy
ze względu na niepełnosprawność potrzebowali dodatkowej pomocy
pracownika socjalnego. Najwięcej pacjentów otrzymało pomoc w roku
2012 – 84 osoby, z czego 41 kobiet i 43 mężczyzn w wieku od 26 do 95 lat.
Najmniej pacjentów niepełnosprawnych szpital odnotował w roku 2004 –
trzy przypadki: dwie kobiety ok. 72 lat oraz jeden mężczyzna ok. 80 lat.
Samodzielny Publiczny Zespół Zakładów Opieki Zdrowotnej w Przasnyszu, w latach 2007–2013 zarejestrował 43 przypadki osób niepełnosprawnych, którym udzielona była przez pracownika socjalnego dodatkowa pomoc. Najwięcej przypadków było w roku 2012 – trzynaście, w tym:
dwunastu mężczyzn w wieku od 26 do 71 lat i jedna kobieta. Najmniej
w roku 2009 – dwóch mężczyzn w wieku 26 lat i 71 lat. Z otrzymanych
danych wynika, że pomoc w większości dotyczyła mężczyzn.
Szpital Św. Trójcy w Płocku odnotował tylko dwa przypadki udzielenia dodatkowej pomocy osobom z problemami niepełnosprawności.
W obu wypadkach były to samotne kobiety ze średnią wieku ok. 60 lat,
zamieszkujące teren Płocka. Pacjentki otrzymały pomoc socjalną w formie przygotowania dokumentacji i wszczęcia procedury umieszczenia
w ZOL i w DPS. Pozostali pacjenci przewlekle chorzy, leczeni respiratorem, chorzy umysłowo otrzymali pomoc przy załatwieniu spraw urzędowych oraz podczas pobytu w szpitalu.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
Analizowana Ustawa o pomocy społecznej z roku 2004 przewiduje
również udzielenie dodatkowej pomocy i wsparcia przez pracownika socjalnego osobom starszym. Z otrzymanych danych wynika, że w szpitalu w Ciechanowie odnotowano łącznie 370 pacjentów w wieku starczym.
Najwięcej pacjentów, wymagających wsparcia ze strony szpitalnego pracownika socjalnego było w roku 2011 – pięćdziesiąt pięć osób, a najmniej
w roku 2007 – osiemnaście osób13.
W Samodzielnym Publicznym Zespole Zakładów Opieki Zdrowotnej
w Przasnyszu odnotowano 14 przypadków interwencji pracownika socjalnego w latach 2007–2013. Z ankiety wynika, że były to przeważnie
kobiety w wieku od 70 do 90 lat oraz mężczyźni w wieku od 80 do 90 lat14.
Główną rolą pracownika socjalnego, w przypadku pacjentów ze względu na wiek jest przeprowadzenie wywiadu środowiskowego i ocena wydolności rodziny. W momencie, kiedy rodzina nie jest w stanie zaopiekować się swoim członkiem rodziny, w rolę opiekuna wciela się pracownik
socjalny szpitala. Przygotowuje on odpowiednio dokumentację medyczną, ocenia stan zdrowia pacjenta i wszczyna procedury umieszczenia
osoby starszej-schorowanej w odpowiednim ośrodku opiekuńczo-leczniczym. Z danych podanych w ankietach wynika, że pracownicy socjalni kontaktowali się również z MOPS-em i GOPS-em. Najwięcej takich
czynności wykonał pracownik socjalny szpitala w Ciechanowie – ok. 370
takich przypadków (od roku 2004 do roku 2013).
Samotność pacjenta – to kolejna przyczyna udzielania pomocy przez
pracownika socjalnego. Z problemem tym spotkali się wszyscy pracownicy socjalni badanych szpitali. Najbardziej wnikliwe dane posiadamy
ze szpitala w Ciechanowie, gdzie ogólnie odnotowano 638 przypadków.
Najwięcej w roku 2004 – 100 osób, najmniej w 2012 roku – 37 przypadków15.
W Wojewódzkim Szpitalu Zespolonym w Płocku, zarejestrowano
ok. 200 pacjentów w latach 2004–2013 (ok. 22 osoby rocznie), w wywiadach pracownik wykazał nie tylko problem natury zdrowotnej, ale też
i socjalnej, polegający głównie na: braku opiekuna prawnego, ułomności,
zaawansowanego wieku, braku środków do życia, a nawet braku lokalu
do zamieszkania.
13
14
15
Niestety z braku danych nie można określić ani wieku, ani płci pacjentów.
Nie otrzymałam informacji ze szpitala od roku 2004.
Z braku dodatkowych informacji dotyczących wieku, płci i statusu – nie można dokonać dogłębnej analizy.
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Szpital w Przasnyszu w latach 2007–2013 zarejestrował 6 przypadków samotności u swoich pacjentów. Byli to głównie mężczyźni w wieku od 51 do 65 lat. Niestety z braku dodatkowych informacji nie można
dokonać głębszej analizy przypadków samotności na terenie szpitala
w Przasnyszu.
Najmniejszą ilość tej grupy pacjentów odnajdujemy w szpitalu
Św. Trójcy w których zarejestrowano w okresie jesiennym i na przełomie
lat 2007/2013 tylko sporadyczne przypadki. Z danych otrzymanych wynika, że odnotowano tylko trzy przypadki (dwie samotne kobiety w wieku od 37 do 58 lat oraz mężczyznę – kawalera w wieku 42 lat).
Problemem współczesności staje się zjawisko PRZEMOCY W RODZINIE. Z badań ankietowanych szpitali wynika, że ludzie niechętnie przyznają się do przemocy wewnątrz rodziny. Trudno jest określić
dokładnie skalę tego zjawiska. Do szpitali coraz częściej przywożone
są ofiary przemocy domowej, kobiety a nawet dzieci, z urazami ciała,
są zastraszone i wycieńczone terrorem psychicznym i fizycznym. Pocieszającym staje się fakt, że jak wynika z analizy danych zawartych w ankietach, zjawisko przemocy na badanym terenie jest o wiele rzadsze niż,
np.: sieroctwo poprzez porzucenie, bezrobocie czy ubóstwo. Tylko dwa
z pięciu szpitali północnego Mazowsza (Ciechanów oraz Płock) spotkały
się z problemem przemocy wśród członków rodziny, wskutek czego nastąpiły poważne urazy ciała u kobiet i dzieci.
Ze wszystkich badanych szpitali, najwięcej epizodów tego typu, odnotował Specjalistyczny Szpital Wojewódzki w Ciechanowie – 28 przypadków, w tym najwięcej w roku 2013 – 11 przypadków. Niestety z braku
bliższych danych nic nie wiadomo na temat wieku, pochodzenia i statusu
rodzinnym.
Oba szpitale w Płocku zarejestrowały tylko po dwa przypadki.
W szpitalu im. M. Kacprzaka w Płocku była to kobieta w wieku 35 lat,
zamieszkująca wieś oraz 74-letnia wdowa z Płocka maltretowana przez
synów. Oba przypadki były wynikiem zaniedbania, braku troski i opieki,
co mogło prowadzić do utraty zdrowia i życia. Była to głównie przemoc
fizyczna i psychiczna na członkach rodziny.
Do szpitala Św. Trójcy przywieziono w latach 2006 i 2013 – dwie kobiety, panny z dzieckiem w wieku od 28 do 35 lat zamieszkałe w powiecie
płockim. W jednym przypadku wystąpiło zjawisko rodzinnej patologii,
w postaci wyrzucenia kobiety wraz z dzieckiem z domu przez partnera
alkoholika. Kobieta otrzymała pomoc od pracownika socjalnego zatrud-
PA R T I I . T U T O R I N G I N S O C I A L WO R K
nionego w szpitalu w postaci: powiadomienia opieki społecznej, załatwienia procedur związanych z uzyskaniem tzw. Niebieskiej karty, oraz
umieszczenia matki z dzieckiem w noclegowni dla kobiet.
Analizowana Ustawa o pomocy społecznej z roku 2004 przewiduje
również konieczność udzielenia pomocy i wsparcia przez pracownika socjalnego pacjentom przebywającym w szpitalu, którzy wymagają dodatkowego wsparcia ze względu na potrzebę ochrony macierzyństwa oraz
wielodzietność. Niestety, nie otrzymałam od kierowników szpitali żadnych danych świadczących o takiej formie pomocy socjalnej i społecznej.
Analizowana ustawa przewiduje również konieczność pomocy socjalnego pracownika szpitalnego tym, którzy wymagają dodatkowego
wsparcia ze względu na uzależnienie od narkotów. Jak wynika z danych
zawartych w ankiecie, cieszyć może fakt, że tylko jeden z pięciu badanych szpitali, tj. Specjalistyczny Szpital w Ciechanowie zetknął się z problemem narkomanii pacjenta na swoim terenie i to w zaledwie czterech
przypadkach.
Z danych zawartych w ankiecie wynika, że byli to głównie młodzi
ludzie. Niestety z braku dodatkowych informacji, nie można stwierdzić
stopnia uzależnienia, czy też wieku pacjenta (w ankiecie jest bowiem
stwierdzenie: młody człowiek).
Dokonując analizy udzielanej pomocy i wsparcia pacjentom przebywającym w szpitalu nie sposób nie dostrzec potrzeby pomocy ze względu na zdarzenia losowe i sytuacje kryzysowe. Poprzez zdarzenie losowe i sytuację kryzysową w przypadku pacjenta skierowanego na oddział
rozumiemy nagłe i niespodziewane zdarzenie, którego nie można było
wcześniej przewidzieć lub mu zapobiec. Spowodowało ono nagłe pogorszenie sytuacji życiowej lub rodzinnej pacjenta. Dobrym przykładem
są osoby po wypadkach komunikacyjnych i katastrofach budowlanych.
Analiza badań wybranych mazowieckich szpitali pozwala tylko w dwóch
szpitalach, w Płocku i Ciechanowie (na pięć szpitali badanych) odnotować przypadki pacjentów dotkniętych różnymi zdarzeniami losowymi
i sytuacjami kryzysowymi.
Jak wynika z uzyskanych danych, Wojewódzki Szpital Zespolony
w Płocku, odnotował w latach 2004–2013 ponad 1010 takich pacjentów.
Najwięcej takich przypadków było w roku 2013, w którym odnotowano
157 przypadków zdarzeń losowych lub sytuacji kryzysowej dotyczących
pacjenta przebywającego na oddziale. W roku 2006, szpital odnotował
najmniejsza liczbę takich pacjentów – czterdzieści osób. Wśród głównych
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przyczyn zdarzeń losowych wymienia się, m.in.: zaczadzenie, powódź,
nagłe osierocenie, pochówek martwo urodzonego dziecka oraz wypadek
drogowy.
Specjalistyczny Szpital w Ciechanowie zarejestrował ok. 240 podobnych przypadków (lata 2006–2013), co rocznie daje to ok. 30 osób. Najwięcej pomocy zostało udzielonej przez pracownika socjalnego pacjentom w roku 2013 – 73 osobom, a najmniej w latach 2006–2007 – po pięć
osób. Niestety, z braku danych nie można więcej powiedzieć o osobach,
którym została udzielona pomoc.
Końcową prośbą skierowaną do dyrektorów szpitali było wystawienie
OCENY swojemu pracownikowi socjalnemu. Dyrektorzy mieli możliwość wystawienia oceny w skali od 1 do 6. Dość zaskakującym jest fakt,
że wszyscy dyrektorzy szpitali nie mieli zastrzeżeń do wykonywanych
obowiązków przez podwładnych im pracowników socjalnych i ocenili
ich pracę na ocenę celującą.
Czy wystawiona ocena jest wiarygodna? Wydaje się, że analiza przedstawionego materiału stanowi dobrą podstawę do weryfikacji wystawionej oceny i pozwala szerzej spojrzeć na praktyczną realizację zadań szpitalnego pracownika socjalnego.
3. Zakończenie
Analiza danych z przeprowadzonej ankiety, w pięciu głównych szpitalach
północnego Mazowsza, tj.: z Płocka (dwa szpitale), Mławy, Przasnysza
i Ciechanowa pozwala na wysnucie podstawowego wniosku, że w szpitalach tych pacjent otrzymał pomoc i wsparcie od pracownika socjalnego.
Jednakże pomoc ta była niezadawalająca i nie w pełni realizowała założenia zawarte w Ustawie o pomocy społecznej z dnia 12 marca 2004 roku.
4. Literatura
Dymek M., Koper L., Nycek J.B., INWESTYCJE Wojewódzkiego Szpitala Zespolonego w latach 2004–2015 współfinansowane z funduszy Unii Europejskiej,
Płock 2016 (Wydawnictwo Marow -Jan Bolesław Nycek).
Gretkowski A. [ks.], Dobroczynno-społeczna działalność Zgromadzenia Sióstr
oraz Stowarzyszenia Pań Miłosierdzia św. Wincentego a Paulo na terenie
diecezji płockiej w latach 1727–2000, Płock 2002 (Wydawnictwo Naukowe
NOVUM).
Kwiatkowska S., Wojewódzki Szpital im. Marcina Kacprzaka 40 lat w służbie regionu 1973–2013, Płock 2013 (Wydawnictwo Marow – Jan Bolesław Nycek).
PA R T I I . T U T O R I N G I N S O C I A L WO R K
Małowiecki R., Księga Rocznicowa. Lecznictwo Ciechanowskie, Ciechanów 1995
(maszynopis z prywatnego zbioru ks. A. Gretkowskiego).
Pazyra S., Dzieje Ciechanowa i ziemi ciechanowskiej, Ciechanów 1976.
Ustawa o pomocy społecznej z dnia 12 marca 2004 roku, Dz.U. 2004, Nr 64,
poz. 593.
Zygner L., Historia parafii mławskiej. Struktura społeczno-zawodowa i wyznaniowa mieszkańców Mlawy i okolicznych wsi okresu Królestwa Polskiego
(1815–1864). Klęski elementarne w Mławie, wyd. 2, Toruń 1976.
5. Summary
Nowadays everyone faces not just health issues, but also issues with our own
existence as well as our functioning in the World. No matter our age, status or
origin, we all face the same issues. For ages polish society has faced such social
issues as poverty, orphanhood, alcoholism, addiction, violence, random events
and many others, which can even today be called modern social issues.
Thanks to facilities offering social care, we can not only obtain materialistic
and financial care, but advice, support, as well as in many cases other life and
health saving chance of a person in need.
The Social Assistance Act effective date March 12th 2004, since there has
appeared an office of a social worker in different helpful institutions. The Act
has the guidelines for responsibilities forms and methods of a social worker, as
a tutor.
That brings a question: what are the responsibilities and methods of a modern social worker according to The Social Assistance Act of March 12, 2004.
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Praca socjalna dla osób starszych –
refleksje z praktyk i obserwacji
AG N I E S Z K A DR AJ KOW S K A
Płock
keywords . elderly persons, poverty, helplessness, elderly people care,
poor material conditions, social worker
1. Opis sytuacyjny
Wszystko czego uczymy się na zajęciach, cała wiedza, którą przekazują
nam wykładowcy, o tym jakich narzędzi może używać pracownik socjalny, o tym z jakimi ludźmi ma się do czynienia, o tym co robić jeśli wydarzyłoby się coś złego, nie odzwierciedla jednak tego z czym pracownicy
socjalni muszą mierzyć się na co dzień. Każdy ze studentów PWSZ, mógł
sobie wyobrażać to i owo, jednak wyobrażenia są dalekie od tego, w jak
bardzo złych warunkach człowiek może żyć. Prawdziwy ogląd sytuacji
dają dopiero praktyki. Pokazały nam, że ów zawód to nie tylko praca biurowa i kontakty z różnymi ośrodkami pomocowymi, ale też prawdziwe
zderzenie z rzeczywistością, która postawiła nas w osłupienie, a widok
warunków w jakich ludzie żyją i to, jak sobie radzą z życiem, wywołało
u mnie łzę współczucia. Pragnę więc podzielić się moimi spostrzeżeniami i emocjami.
Pracownik socjalny musi zmagać się z różnymi przeciwnościami
losu w swojej pracy. Oczywiście, pomaga ludziom, którzy tego potrzebują, ale również musi użerać się z oszustami i leserami, którzy chcą
tylko wyłudzić od państwa pieniądze, a tak naprawdę nie potrzebują
takiej pomocy. Pracownik socjalny musi też pomagać osobom, które
nie chcą pomocy, osobom, które zgłosili do Miejskiego Ośrodka Pomocy Społecznej na przykład sąsiedzi czy członkowie rodziny. Są to osoby
często z przeszłością kryminalną, są alkoholikami bądź narkomanami,
to co, że pracownik socjalny może wziąć ze sobą strażnika miejskiego,
skoro on nie może wejść do domu, a w tym czasie osoba nietrzeźwa,
której przeszkadza pracownik socjalny może wyrządzić mu krzywdę.
PA R T I I . T U T O R I N G I N S O C I A L WO R K
Pracownicy socjalni muszą zmagać się z niebezpieczeństwem i obelgami pod swoim adresem.
Całkiem niedawno byliśmy w płockim bloku, który zamieszkuje tak
zwana patologia, miejscowi ludzie nazywają to miejsce Pałacem Cudów1.
Na zewnątrz nie wygląda jeszcze dramatycznie, choć zwraca uwagę wybitymi szybami i lasem anten satelitarnych. Otacza go mit pałacu cudów – wszyscy bowiem wiedzą, że po zmierzchu tam się nie wchodzi.
Kiedy położę się wieczorem do łóżka, kiedy wszystko już wyłączę i kiedy
robi się cicho... Nie, u mnie nie robi się cicho. Jak ma się robić, skoro słyszę
nad głową odgłos jak tętent końskich kopyt. To szczury. Biegają stadami –
opowiada mieszkanka osławionego pałacu cudów. Zapraszamy na spacer
po budynku socjalnym przy Otolińskiej 23. Wysmarowane wulgaryzmami
wejście do pałacu cudów2. To co się tam znajduje, jest trudne do opisania:
stare zniszczone sanitariaty, odpadająca glazura, podsufitka, pełno zacieków i grzyb na ścianach. Nikt tego nie odnawia i nikt o to nie dba, nawet
sami mieszkańcy (patrz ryciny 1 i 2).
Rycina 1. Budynek przy ul.
Otolińskiej w Płocku, tzw.
Pałac Cudów. Źródło: zbiór
fotograficzny autorki
Mieszkają tam ludzie z marginesu społecznego, panie z którymi mamy
praktyki kazały nam uważać na głowę, bo podobno wszystko co jest niepotrzebne tym ludziom na oślep wyrzucają przez okno, i mało brakuje,
1
2
Charakterystyczny niebieski lipsk ze szklaną elewacją. Budynek znajduje się przy
ulicy Otolińskiej w Płocku.
Rozmowa z mieszkanką budynku, kobietą w średnim wieku, która marzy, aby zamieszkać gdzieś indziej.
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Rycina 2. Budynek przy ul.
Otolińskiej w Płocku, wnętrze. Źródło: zbiór fotograficzny autorki
żeby doszło do tragedii, bo w końcu komuś coś cięższego spadnie na głowę
i może go poturbować. Odwiedziliśmy tam Pana który był po 50., ale był
tak zaniedbany, że wyglądał co najmniej na 65 lat, przeżyłam wtedy szok,
nie zdawałam sobie sprawy z tego, że tak może żyć człowiek w XXI wieku.
Ów Pan mieszka w małym pokoiku, a ma taki bałagan i tyle śmieci w tym
pokoju, że aż trudno to opisać. Do tej pory nie mogę uwierzyć w to, że człowiek tak żyje na własne życzenie. I ten człowiek nie chce żadnej pomocy, 3
miesiące przed naszą wizytą, u tego Pana była ekipa, która wysprzątała cały
jego pokój. Podobno, to co my zobaczyliśmy, to była połowa tego, co zostało sprzątnięte i taki człowiek dostał to za darmo, a zamiast „dziękuję” pracownik socjalny usłyszał, że podczas sprzątania został okradziony.
Osoby, które naprawdę potrzebują pomocy, np. osoby starsze, muszą
płacić za godziny opiekuńcze i jeszcze bardzo dziękują pracownikom,
że tak mało muszą płacić. Od października ja i moja grupa odwiedziliśmy 4 starsze Panie, dwie po 90. i dwie po 80. Uważam, że starsze osoby
najbardziej potrzebują pomocy pracowników socjalnych, gdyż są to osoby bezbronne, które bądź co bądź jednak przez wiele lat zarabiały na ten
kraj. A poza tym trzeba pomyśleć o tym, że każdy z nas będzie kiedyś stary i również będzie chciał mieć opiekę. Uważam, że państwo jest w ogóle nie przygotowane na starość. Pracownicy socjalni nie mają zbyt dużo
narzędzi do pomagania starszym i schorowanym osobom.
Pewna Pani mieszka sama z ciężko chorym mężem, który wymaga
codziennej rehabilitacji. A za godziny opiekuńcze musi płacić dzien-
PA R T I I . T U T O R I N G I N S O C I A L WO R K
nie 8 zł, jest to niewyobrażalne, takie stawki mają studenci na umowy
o dzieło. Tej starszej kobiecie przez to, że gospodarstwo domowe prowadzi z ciężko chorym mężem, wychodzi za dużo cyferek przychodu i musi
tyle płacić, a państwo nie zwraca uwagi na to, że prawie cała ich emerytura idzie na leczenie męża. Uważam, że godziny opiekuńcze powinny
być darmowe dla starszych osób, gdyż przez większość życia pracowali
na nasz kraj, żyli w nim, głosowali, utrzymywali go.
Chciałabym przedstawić teraz przykład, który poruszył mnie najbardziej. Ta historia będzie o bezduszności ludzi i o związanych rękach pracowników socjalnych. Przyjechaliśmy z szybką interwencją do 94 letniej
kobiety, która noc wcześniej wracając w nocy z łazienki do łóżka przewróciła się i połamała. W szpitalu od razu po „zagipsowaniu” wypuścili
ją do domu, bo przecież jest stara i może szybko umrzeć, a w szpitalu nie
mogą już nic więcej zrobić. Kobieta mieszka sama, nie ma dzieci, a swoje mieszkanie przepisała na siostrzeńca. Z rozmowy z opiekunką, która
przychodzi zajmować się starszą panią od 8 do 13 wynika, że siostrzeniec
się w ogóle nią nie zajmuje, gdyż kobieta przed upadkiem była jeszcze
dobrze funkcjonującą i sama sobie radziła. Siostrzeniec jakiś czas temu
chciał ciotkę oddać do domu pomocy społecznej, jednak ona się na to nie
zgodziła. Ponadto, kobieta była osobą bardzo dobrą, życzliwą, byłą nauczycielką i bardzo dużo w swoim życiu przeszła.
Obecnie starsza pani leży w łóżku, nie rusza się, nie może nawet unieść
szklanki z wodą, która stoi obok jej łóżka, żeby się napić. Każdy choćby
najmniejszy ruch sprawia kobiecie dużo bólu i cierpienia, a opiekunka
jest tylko na 5 godzin dziennie, i co dalej robić? Przecież człowiek musi
pić i jeść również później, a pani trzeba zmieniać pampersy...
Pracownik socjalny wniósł o zwiększenie godzin opiekuńczych,
i o umieszczenie kobiety w domu pomocy społecznej, teraz już się
na to zgodziła, ale niestety chce tylko w Kutnie, pewnie siostrzeniec jej
wcześniej naopowiadał o tym. Ale przecież jakiś czas będzie musiała tak
leżeć sama, a więc pracownik socjalny zapytał siostrzeńca, czy nie mógłby zająć się przez pewien czas ciotką a on jedynie powiedział to co cytuję:
Wie pani jakie ja mam gadanie od żony, że ja tu w ogóle na chwilę przyjeżdżam? Moja żona nienawidzi ciotki, a ja nie chcę się z nią ciągle o to kłócić, w te słowa w pierwszym momencie nie wierzyłam, w to, że takie słowa padły i że stało się to przy łóżku chorej. W tym człowieku było zero
miłości do bliźniego, zero współczucia, zero człowieczeństwa, a przede
wszystkim zero szacunku. Żona ciotki nienawidzi, ale mieszkanie z pew-
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nością pokocha i pewnie tylko czyha na śmierć ciotki. Jakim trzeba być
„potworem”, żeby się tak zachować? Oczywiście, dyrektor dodał tylko
godzinę dziennie pani, a do domu pomocy społecznej jest czwarta w kolejce. Podobno sąsiedzi dzwonią do administracji, że po nocach starsza
pani bardzo krzyczy. Pomyślcie ludzie co się teraz dzieje z tą panią, pije,
je i ma zmienianego pampersa tylko od 8 do 14, a co potem? Uważam,
że państwo powinno się tym zająć. Powinno zmienić się przepisy. Pracownicy socjalni mają za mało narzędzi do pracy. Pamiętajcie, każdy
z nas, niezależnie od płci, rasy, wierzeń, czy wykształcenia będzie kiedyś
stary, każdy z nas może być w takiej sytuacji, a może nawet i gorszej. Proszę, zapobiegajmy takim sytuacjom.
Ostatnio czytałam artykuł, że amerykańscy naukowcy przeprowadzili badania na temat osób starszych. Wyniki pokazują, że od 1900 r. nauka
przyczyniła się do przedłużenia średniej długości życia o 27 lat, ale społeczeństwo nie wykształciło zadowalających sposobów wypełniania tych
dodatkowych lat pożyteczną treścią.
Liczba Amerykanów w wieku powyżej 65 lat stale rośnie od 3 milionów, tj. 5% społeczeństwa w 1900 r. nawet do około 24,5 miliona czyli 11%
w 1980 r. Przewiduje się, że w 2030 r. w Ameryce, w tej grupie wiekowej będzie 30,5 miliona ludzi, tj. około 17% ludności. W Polsce również można
zaobserwować zjawisko starzenia się społeczeństwa, gdyż w 1989 r. liczba
osób po 65 roku życia wynosiła około 14,7% społeczeństwa polskiego,
natomiast już w 2014 r. było to 22,2%. Starsi Amerykanie to matki, ojcowie, dziadkowie, a nawet pradziadkowie, niektórzy są bardziej zamożni,
inni mniej. Ci bardziej zamożni mogą sobie pozwolić na finansowanie
spokojnej starości, a ci, którzy mają mniej pieniędzy żyją na minimum
socjalnym, lub poniżej go. Tych biedniejszych jest około 30%-35%3.
W 1961 r. odbyła się w Ameryce konferencja na której delegaci zgłosili
wiele postulatów na temat badań naukowych o osobach starszych, które
to przygotowały teren pod Ustawę Publiczną 89–73 zwaną Ustawą o starszych Amerykanach z 1965 r. Ustawa ta i jej późniejsze poprawki zapewniły nowe bądź poszerzone programy pomocy osobom starszym przez
przydział środków na cele planowania i świadczeń społecznych, kształcenia i badań naukowych oraz nowego urzędu nazwanego „Administracją
do spraw wieku starszego”. W ustawie postawiono dziesięć celów do realizacji:
3
R.A Skidmore, M.G. Thackeray, Wprowadzenie do pracy socjalnej, Biblioteka Pracownika Socjalnego, Katowice 1998 (Śląsk Sp. z o.o. Wydawnictwo Naukowe).
PA R T I I . T U T O R I N G I N S O C I A L WO R K
1.
2.
3.
4.
Dochody zgodne z potrzebami.
Możliwie najlepsze warunki zdrowia psychicznego i fizycznego.
Odpowiednie warunki mieszkaniowe.
Świadczenia przywracające dla osób wymagających opieki instytucjonalnej.
5. Możliwość zatrudnienia.
6. Przejście na emeryturę w dobrym zdrowiu, z honorem i godnością.
7. Usprawnienia godziwych zajęć.
8. Sprawne świadczenia społeczności.
9. Natychmiastowa korzyść z wiedzy naukowej dla podtrzymania
i wydłużenia życia oraz zapewnienia szczęścia.
10. Wolność, niezależność i nieskrępowane korzystanie z prawa
do planowania i kierowania własnym życiem4.
Społeczeństwo starzeje się, a Polska nie jest do końca na to przygotowana. Pracownicy socjalni osobom starszym mogą zapewnić dofinansowanie na leki, jedzenie, ogrzewanie budynku poprzez dofinansowanie
na węgiel w sezonie zimowym. Mogą także zapewnić godziny opiekuńcze. Jeśli osoba starsza mieszka sama i jest w stanie funkcjonować samodzielnie, tj. poruszać się po domu, pracownik socjalny może przydzielić takiej osobie opiekunkę na kilka godzin dziennie, w zależności
od potrzeb klienta. Opiekunka ma za zadanie pomagać osobie starszej,
np. robić zakupy, pomagać się myć itp. Jednak klient musi opłacać taką
pomoc, państwo dofinansowuje to przedsięwzięcie, a opłata którą musi
uiścić klient jest zależna od jego dochodów. Jeżeli ktoś ma małą emeryturę może płacić np. około 1,5 zł za godzinę usług opiekuńczych, ale
jeżeli dochód na osobę wynosi więcej, to są nawet stawki po 7 zł za godzinę. W przypadkach kryzysowych takich jak podawałam wcześniej nie
ma wyjścia odpowiedniego z danej sytuacji. Z jednej strony mamy dużo
możliwości, na przykład umieszczenie samotnej osoby starszej i bardzo
chorej w hospicjum. Terminem hospicjum określa się jednak różne formy
organizacyjne opieki hospicyjnej, takie jak:
• specjalistyczne ośrodki typu szpitalnego (stacjonarne i pobytu
dziennego), opiekujące się chorymi w stanach terminalnych,
• oddziały szpitalne opieki hospicyjnej,
• zespoły opieki terminalnej pracujące w zwykłych oddziałach szpitalnych
4
Ibidem.
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• hospicja domowe (zespoły opieki terminalnej organizujące leczenie paliatywne i ciągłą pielęgnację pacjentów w domach).
Jednak nie każda osoba chora może zakwalifikować się do hospicjum,
a do domu opieki społecznej trzeba czekać, aż zwolni się miejsce. I właśnie na takie sytuacje Polska nie jest przygotowana.
2. Zakończenie
Nigdy nie jesteśmy tak biedni,
aby nie stać nas było
na udzielenie pomocy bliźniemu...
Mikołaj Gogol
Tym cytatem chciałabym zakończyć swoje refleksje. Mam nadzieję,
że kiedyś nadejdzie taki czas na ziemi, że nikomu nie zabraknie chleba,
ciepłych i rodzinnych rąk, wsparcia i współczucia w ludzkich sercach.
Aby każdy z nas nigdy nie umierał w samotności, pozbawiony miłości,
rodzinnego ciepła i bezpiecznego rodzinnego domu.
3. Summary
Deciding to study Social Work at the Faculty of humanities and Social Sciences
at the PWSZ in Płock I have realized that I could help people in their hard times
also that it would be a pleasant experience and work that I would be doing with
a great pleasure, especially that I do think that there is nothing more pleasant
in this world than make someone else smile. However, as it comes to the lecturers, they presented and told during the classes information that aroused great
curiosity especially that I could not believe that today people can live in such
terrible conditions and experience so much suffering from others and that life is
so unfair, some have so much and others have nothing. The young man doesn`t
realize how much suffering is hidden in the walls of apartments of elderly people, the poor, the loneliness and lacking of family support. In the further part
of the article I described what I have experienced in practice, what I saw and how
it affected me.
PA RT I I I . P R OJ E C T “K EY T U T O R S”
Projekt „Key Tutors”
I DA H A N N A KO Ś C I E L A K
Warszawa
keywords . European partnership, labor market, adult education,
key competences, key tutors
Kluczowi tutorzy to zarówno narzędzie, jak i proces, mające służyć
do identyfikacji i oceny kluczowych kompetencji u osób uczących się,
osób pochodzących ze środowisk z mniejszymi szansami na awans zawodowy.
1. Wprowadzenie
Zgodnie z Europejskim raportem o wolnych stanowiskach pracy i rekrutacji pracownicy o niskich kwalifikacjach mają coraz większe problemy ze znalezieniem pracy, mają też mniejszą stabilność zatrudnienia
i przegrywają konkurencję na rynku pracy z pracownikami średnio
wykwalifikowanymi, nawet w przypadku stanowisk nie wymagających
kwalifikacji1.
Zgodnie z tym raportem rośnie zdecydowanie liczba stanowisk pracy w zawodach wymagających wyższych kwalifikacji. Stąd wyraźnie
została podkreślona potrzeba większego wsparcia dla procesu wchodzenia na rynek pracy po zakończeniu edukacji oraz potrzeba zmniejszenia segmentacji rynku pracy, a także podniesienia kwalifikacji osób
poszukujących pracy. Dlatego tak ważne są działania osób pracujących
zawodowo z osobami uczącymi się, a pochodzącymi ze środowisk
z mniejszymi szansami na awans zawodowy. Profile zawodowe takich
osób stają się coraz bardziej zróżnicowane wraz ze zwiększającym się
w ostatnich latach wsparciem zatrudnienia przez państwo ze względu
na trudny kontekst społeczny i gospodarczy. Takie osoby pracują głównie w stowarzyszeniach, ale także we władzach lokalnych albo w małych i średnich przedsiębiorstwach.
1
European Vacancy and Recruitment Report 2014, Brussels 2014 (European Commission).
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
Niestety nie wszystkie osoby zostały bezpośrednio przeszkolone
w zakresie wspierania osób uczących się, a pochodzących ze środowisk
z mniejszymi szansami na awans zawodowy. Taka edukacja to konieczność, gdyż odpowiednie wsparcie społeczne i edukacyjne jest niezwykle
ważne dla utrzymania długoterminowego zatrudnienia pracowników
o niskich kwalifikacjach.
Dlatego projekt „Kluczowi Tutorzy” został skierowany do osób, które
zawodowo zajmują się wspieraniem osób mających trudności z wejściem
na rynek pracy lub uzyskaniem odpowiedniego szkolenia.
W pierwszej kolejności partnerzy projektu mieli na celu zaprojektowanie narzędzia i procesu służącego do identyfikacji i oceny kluczowych
kompetencji u osób uczących się ze środowisk z mniejszymi szansami
na awans zawodowy.
Każdy kraj partnerski skupił się na połączeniu jednej kompetencji
podstawowej z jedną kompetencją złożoną na podstawie europejskich
ram odniesienia dla ośmiu kompetencji kluczowych2.
2. Cele projektu „Kluczowi Tutorzy”
Po pierwsze, promowanie opracowania, po drugie jego testowanie,
po trzecie wdrażanie innowacyjnych praktyk w edukacji dorosłych. Opracowanie narzędzia dla osób pracujących zawodowo w obszarze ”Edukacja dla wszystkich” (tutorów i osób prowadzących szkolenia), ma umożliwić tym osobom rozwijanie kompetencji podstawowych i przekrojowych
u osób uczących się, a pochodzących ze środowisk z mniejszymi szansami zawodowymi (osoby w procesie integracji, osoby pozostające bez
pracy od dłuższego czasu, osoby niepełnosprawne oraz imigranci).
Ważne jest także wspieranie procesu przechodzenia tutorów i osób
prowadzących szkolenia z etapu edukacji na rynek pracy, a konkretnie
do pracy w stowarzyszeniach, władzach lokalnych lub małych i średnich
przedsiębiorstwach.
3. Adresaci projektu
Projekt „Kluczowi Tutorzy” był adresowany do dwóch grup odbiorców,
tj. odbiorców bezpośrednich i odbiorców pośrednich. Odbiorcami bez2
Zalecenie Parlamentu Europejskiego i Rady z dnia 18 grudnia 2006 r. w sprawie
kompetencji kluczowych w procesie uczenia się przez całe życie (2006/962/WE),
Dz.U. UE z 30.12.2006, L 394/10.
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pośrednimi były osoby zawodowo zajmujące się osobami uczącymi się
w stowarzyszeniach, władzach lokalnych oraz małych i średnich przedsiębiorstwach. Odbiorcy bezpośredni to właśnie „tutorzy” lub osoby
prowadzące szkolenia. Odbiorcy pośredni to osoby uczące się, pochodzące ze środowisk z mniejszymi szansami. Osoby te to „adresaci” albo
słuchacze tutorów.
W ramach projektu utworzony został zespół europejski, do którego
weszło sześć instytucji z pięciu krajów. Na mapce zaznaczono kraje i pochodzące z nich instytucje. Poniżej są krótkie charakterystyki poszczególnych partnerów europejskich.
Rycina 1. Mapa instytucji z krajów europejskich
w projekcie „Key Tutors”.
Źródło: http://www.keytutors.eu
4. Fédération Familles Rurales (Francja)
Federacja Rodzin Wiejskich reprezentuje 42000 rodzin (członków), 500
lokalnych stowarzyszeń (należących do tej samej sieci), 10000 wolontariuszy oraz 5 oddziałów w departamentach. Federacja istniejąca od 1982 r.
prowadzi przedsięwzięcia regionalne, opracowuje szkolenia dla dorosłych, współpracuje z innymi krajami europejskimi oraz dba o interesy
rodzin na szczeblu regionalnym.
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
5. Iriv Conseil (Francja)
Iriv został założony w 2000 r. przez Instytut Badań i Informacji o Wolontariacie. Jest to prywatny podmiot non-profit, niezależny od administracji publicznej i niezależny finansowo, którego celem jest zwiększanie wiedzy i ulepszanie praktyk w sektorze działalności non-profit. Instytucja
jak dotąd uczestniczyła w ponad 50 projektach na szczeblu regionalnym,
krajowym i europejskim jako partner, koordynator lub lider.
6. Infodef (Hiszpania)
Organizacja założona w celu świadczenia usług i opracowywania projektów
wspierania rozwoju lokalnego poprzez edukację i kulturę. Współpracuje
ze szkołami, centrami kształcenia i szkolenia zawodowego, organizacjami
edukacji dorosłych, administracją publiczną oraz organizacjami społecznymi i działającymi na zasadzie wolontariatu w celu kształcenia dorosłych
i uczenia umiejętności będących odpowiedzią na potrzeby lokalne. W ciągu ostatnich 10 lat organizacja uczestniczyła w wielu projektach unijnych.
7. Skudutiškio Akademija (Litwa)
Organizacja pozarządowa typu non-profit, założona w 1995 r. Jej cele
to rozwijanie uczenia się przez całe życie, poprawianie sytuacji rodzin
poprzez przekazywanie wiedzy o kulturze, gospodarce i życiu społecznym, a także budowanie potencjału jednostek, aby wspomóc ich integrację na rynku pracy.
8. JAMK (Finlandia)
Międzynarodowa uczelnia, na której kształci się 8000 studentów, a jej
personel liczy 650 osób. Podstawowe zadania instytucji to kształcenie
dyplomowe, badania, rozwój i innowacje oraz kształcenie ustawiczne.
W 2013 r. JAMK otrzymał Nagrodę Erasmusa za doskonałość w dziedzinie międzynarodowej mobilności. Jednym z głównych obszarów zainteresowania JAMK są innowacje w uczeniu się.
9. Innowacyjność i wartość dodana projektu „Kluczowi Tutorzy”
Główną innowacją projektu było opracowanie standardowego narzędzia
i metody do identyfikacji i oceny kompetencji kluczowych osób uczących
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się, pochodzących ze środowisk z mniejszymi szansami tak, aby móc
je przystosować do konkretnych kontekstów narodowych i zawodowych.
Oryginalność projektu polegała na połączeniu jednej kompetencji
podstawowej z jedną kompetencją złożoną, w odniesieniu do ośmiu kompetencji kluczowych3.
Projekt miał na celu praktyczne zastosowanie narzędzi i metod przez
osoby zawodowo zajmujące się edukacją dorosłych. W założeniu tym połączone zostało podejście oparte na kompetencjach kluczowych (podejście teoretyczne) z jego wdrożeniem w praktyce z uwzględnieniem kontekstu zawodowego (podejście praktyczne).
10. Rozumienie podejścia kompetencyjnego
Każdy obywatel będzie potrzebował szerokiego zakresu kompetencji kluczowych, aby być w stanie dopasować się do szybko zmieniającego się
świata o wysokim stopniu wzajemnych połączeń.
Edukacja w obu swoich wymiarach, zarówno społecznym, jak i gospodarczym, ma kluczową rolę do odegrania w zapewnieniu obywatelom Europy
zdobycia kompetencji kluczowych potrzebnych do dostosowania się do takich zmian. W tym kontekście kompetencje są zdefiniowane jako połączenie
wiedzy, umiejętności i postaw odpowiednich do danego kontekstu krajowego.
Kompetencje kluczowe to takie kompetencje, które są konieczne
do osobistej samorealizacji, do bycia aktywnym obywatelem, do spójności społecznej i zatrudnienia. Źródłem do określenia ośmiu kompetencji
kluczowych jest Zalecenie Parlamentu Europejskiego i Rady Europy z dnia
18 grudnia 2006 r. w sprawie kompetencji kluczowych w procesie uczenia
się przez całe życie4. Kompetencje kluczowe zostały podzielone na cztery
podstawowe i cztery złożone.
11. Kompetencje kluczowe podstawowe
Porozumiewanie się w języku ojczystym to zdolność wyrażania i interpretowania pojęć, myśli, uczuć, faktów i opinii w mowie i piśmie (rozumienie ze słuchu, mówienie, czytanie i pisanie) oraz językowa interakcja w odpowiedniej i kreatywnej formie w pełnym zakresie kontekstów
społecznych i kulturowych – w edukacji i szkoleniu, w pracy, w domu
i w czasie wolnym.
3
4
Ibidem.
Ibidem.
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
Porozumiewanie się w językach obcych to zdolność do rozumienia,
wyrażania i interpretowania pojęć, myśli, uczuć, faktów i opinii w mowie i piśmie (rozumienie ze słuchu, mówienie, czytanie i pisanie) w odpowiednim zakresie kontekstów społecznych i kulturalnych (w edukacji
i szkoleniu, w pracy, w domu i w czasie wolnym) w zależności od chęci lub
potrzeb danej osoby.
Kompetencje matematyczne i podstawowe kompetencje naukowo-techniczne to umiejętność rozwijania i wykorzystywania myślenia
matematycznego w celu rozwiązywania problemów wynikających z codziennych sytuacji. Istotne są zarówno proces i czynność, jak i wiedza,
przy czym podstawę stanowi należyte opanowanie umiejętności liczenia.
Kompetencje matematyczne obejmują – w różnym stopniu – zdolność
i chęć wykorzystywania matematycznych sposobów myślenia (myślenie
logiczne i przestrzenne) oraz ich prezentacji (wzory, modele, konstrukty,
wykresy, tabele).
Kompetencje cyfrowe to umiejętne i krytyczne wykorzystywanie
technologii społeczeństwa informacyjnego (TSI) w pracy, rozrywce i porozumiewaniu się. Opierają się one na podstawowych umiejętnościach
w zakresie TIK: wykorzystywania komputerów do uzyskiwania, oceny,
przechowywania, tworzenia, prezentowania i wymiany informacji oraz
do porozumiewania się i uczestnictwa w sieciach współpracy za pośrednictwem Internetu.
12. Kompetencje kluczowe przekrojowe/złożone
Umiejętność uczenia się to zdolność konsekwentnego i wytrwałego
uczenia się, organizowania własnego procesu uczenia się, w tym poprzez
efektywne zarządzanie czasem i informacjami, zarówno indywidualnie,
jak i w grupach.
Kompetencje społeczne i obywatelskie to kompetencje osobowe, interpersonalne i międzykulturowe obejmujące pełny zakres zachowań przygotowujących osoby do skutecznego i konstruktywnego uczestnictwa w życiu
społecznym i zawodowym, szczególnie w społeczeństwach charakteryzujących się coraz większą różnorodnością, a także rozwiązywania konfliktów
w razie potrzeby.
Zmysł inicjatywy i przedsiębiorczość to zdolność osoby do wcielania
pomysłów w czyn. Obejmują one kreatywność, innowacyjność i podejmowanie ryzyka, a także zdolność do planowania przedsięwzięć i prowadzenia ich dla osiągnięcia zamierzonych celów.
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Świadomość i ekspresja kulturalna to docenianie znaczenia twórczego
wyrażania idei, doświadczeń i uczuć za pośrednictwem szeregu środków
wyrazu, w tym muzyki, sztuk teatralnych, literatury i sztuk wizualnych.
W ramach projektu „Kluczowi Tutorzy” partnerom przydzielono
połączenie jednej podstawowej i jednej złożonej kompetencji kluczowej
w zależności od kontekstu zawodowego.
Fédération Familles Rurales łączy KK1, porozumiewanie się w języku
ojczystym oraz KK6, kompetencje społeczne i obywatelskie.
Infodef łączy KK2, porozumiewanie się w obcym języku oraz KK8,
świadomość i ekspresja kulturalna.
SA łączy KK3, kompetencje matematyczne i podstawowe kompetencje
naukowo-techniczne oraz KK5, umiejętność uczenia się.
JAMK łączy KK4, kompetencje cyfrowe oraz KK7, zmysł inicjatywy
i przedsiębiorczość.
FASS łączy KK1, porozumiewanie się w języku ojczystym oraz KK5,
umiejętność uczenia się.
Iriv Conseil sprawdziło wszystkie połączenia w Cité des Métiers
w praktyce tutorów/osób prowadzących szkolenia/osób pracujących
z imigrantami.
Narzędzie i proces służące do identyfikacji i oceny kompetencji kluczowych zaprezentowano w pięciostopniowym podejściu cyklicznym.
Rycina 2. Pięć kroków do identyfikacji i oceny kompetencji kluczowych. Źródło: An Educational Guide for the Assessment of Key Competences Among Disadvantaged Learners
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
13. Podsumowanie
Narzędzie i proces służące do identyfikacji i oceny kompetencji kluczowych opracowane w ramach projektu „Kluczowi Tutorzy” stanowią
innowację z tego względu, iż łączą specjalistów o zróżnicowanych profilach zawodowych. Jednocześnie projekt skierowany był do osób uczących w różnych obszarach działalności oraz z różnych regionów Europy.
Każdy partner, na podstawie swoich wytycznych edukacyjnych i zawodowych, wybrał profil działań idealny dla swoich odbiorców. Ponadto
narzędzie i proces zostały przetestowane w pięciu krajach Unii Europejskiej, o różnych kontekstach społecznych i edukacyjnych, ale z podobnie wysokim poziomem bezrobocia wśród osób o niskich umiejętnościach zawodowych, co ilustrowało różne podejścia: z zachodu Europy
(Francja), z południa (Hiszpania), z krajów nordyckich (Finlandia) oraz
ze wschodu (Polska i Litwa).
Strategia opracowywania narzędzia i procesu była w bardzo dużym stopniu oparta na współpracy. Każdy kraj łączył jedną umiejętność podstawową z jedną umiejętnością złożoną, żeby w ten sposób
wzmocnić różnorodność wewnątrz partnerstwa. Kompetencje kluczowe zostały przydzielone według środowiska zawodowego każdego
partnera. Np. partner z Hiszpanii, pracujący z imigrantami, wybrał
porozumiewanie się w języku obcym, a partner z Finlandii, pracujący
w grupach roboczych na odległość, wybrał dla siebie kompetencje cyfrowe. Takie podejście zindywidualizowane do konkretnych partnerów zaowocowało barwną gamą doświadczeń europejskich. W efekcie
wspólnej pracy powstał przewodnik metodologiczny pod tytułem:
Przewodnik edukacyjny do oceny kluczowych kompetencji wśród dorosłych uczniów pozostających w niekorzystnej sytuacji. Lekcje z 5 krajów
europejskich 5.
14. Literatura
An Educational Guide for the Assessment of Key Competences Among Disadvantaged Learners: Lessons from 5 EU Countries, Paris–Jyvaskyla–Valladolid–
–Warszawa–Vilnius 2017 (keytutors.eu).
5
Zob. wersję angielską: An Educational Guide for the Assessment of Key Competences Among Disadvantaged Learners: Lessons from 5 EU Countries, Paris–Jyvaskyla–
–Valladolid–Warszawa–Vilnius 2017 (keytutors.eu).
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European Vacancy and Recruitment Report 2014, Brussels 2014 (European Commission).
Zalecenie Parlamentu Europejskiego i Rady z dnia 18 grudnia 2006 r. w sprawie
kompetencji kluczowych w procesie uczenia się przez całe życie (2006/962/
WE), Dz.U. UE z 30.12.2006, L 394/10.
15. Summary
European Vacancy and Recruitment Report shows that low-skilled workers have
problems finding a job. Therefore, the need to support the process of entering
the labor market.
The “Key Tutors” project has been targeted at people who professionally facilitate their start on the labor market. Project partners prepared a tool along
with a process to identify and assess key competences for people with low career advancement opportunities. The direct recipients of the project were tutors, conducting trainings. As part of the project, a European team was created, which included six institutions from five European Union countries. Each
partner chose from key competences one basic and complex competence. The
tool and process used to identify and assess key competences are included in
five steps. The strategy of developing the tool and the process has been based on
close cooperation.
Projekt „Key Tutors” w perspektywie
polskiej fundacji
L E C H KO Ś C I E L A K
Warszawa
keywords . European project, care services, adult education,
key competences, key tutors
Zakres działania Fundacji Agencji Służby Społecznej to wspieranie, organizowanie i promowanie działań społecznych, kulturalnych, naukowych
i edukacyjnych, a także wsparcie dla osób słabszych i poprawa jakości
życia lokalnych społeczności. Obszary wiedzy specjalistycznej Fundacji
obejmują pomoc społeczną i pracę socjalną; edukację dorosłych i rozwój
kształcenia ustawicznego oraz programy badawcze w dziedzinie pedagogiki specjalnej i nauk społecznych.
1. Udział w projekcie
Specyficzny kontekst społeczny działania FASS dotyczy działalności
na rzecz osób potrzebujących pomocy w lepszej organizacji ich życia
poprzez świadczenie usług socjalnych. Kontekst ten obejmuje również
szkolenia dla osób podnoszących i zmieniających swoje kwalifikacje zawodowe. Fundacja organizuje szkolenia dla tych, którzy świadczą pomoc
dla grup defaworyzowanych, a także realizuje usługi społeczne zgodnie
ze standardami usług społecznych dla osób potrzebujących pomocy.
Na mapie Polski zostały zaznaczone miasta, w których działa Fundacja Agencji Służby Społecznej (rycina 1).
Z kluczowych kompetencji Zarząd Fundacji wybrał dwie, a mianowicie komunikację w języku macierzystym i umiejętność uczenia się1.
W pierwszym przypadku to zdolność wyrażania i interpretowania pojęć, myśli, uczuć, faktów i opinii w mowie i piśmie; także rozumienie,
mówienie, czytanie i pisanie we właściwej językowo formie, w pełnym
1
Por. Zalecenie Parlamentu Europejskiego i Rady z dnia 18 grudnia 2006 r. w sprawie kompetencji kluczowych w procesie uczenia się przez całe życie (2006/962/WE),
Dz.U. UE z 30.12.2006, L 394/10.
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
Rycina 1. Miasta aktywności fundacji. Źródło: archiwum FASS
zakresie kontekstów społecznych i kulturowych oraz edukacja w pracy,
w domu i podczas wypoczynku. Umiejętność uczenia się to zdolność
konsekwentnego i wytrwałego uczenia się oraz umiejętność organizowania własnego procesu uczenia się, w tym poprzez efektywne zarządzanie
czasem i informacjami.
Poziomy aktywności Fundacji w projekcie „Kluczowi tutorzy” dotyczyły czterech grup beneficjentów. Pierwsza grupa to trenerzy (wykwalifikowani specjaliści). Druga to tutorzy (organizatorzy opieki w miastach
i dzielnicach). Trzecia grupa to osoby uczące się (realizatorzy świadczeń
opiekuńczych). Czwarta grupa to klienci (każda osoba potrzebująca pomocy, chorzy, ludzie starsi, osoby z niepełnosprawnością) (rycina 2).
Dlaczego Fundacja uczestniczyła w projekcie dotyczącym kluczowych kompetencji? Fundamentem procesu edukacyjnego Fundacji
jest strategia przetrwania i oporu. Bez takiego działania żadnej osobie
uczącej się nie uda się pozostać w środowisku domowym klienta. Tak
się dzieje, gdyż klient jest trudny, wymagający, zazwyczaj chory, często z niepełnosprawnością, niecierpliwy i ukierunkowany na swoje potrzeby. W takim środowisku, trzeba mieć „nerwy ze stali”, odporność
na stres, a jednocześnie być profesjonalnie przygotowanym do zapewnienia koniecznej opieki.
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Rycina 2. Szkolenie z pierwszej pomocy. Źródło: archiwum FASS
Wybór komunikacji w języku macierzystym był podyktowany problemami występującymi między beneficjentami projektu i podjęciem
prób ich rozwiązania. Napotykane problemy to słaba komunikacja interpersonalna (między tutorami i opiekunami oraz pomiędzy opiekunami
i klientami), to używanie języka wulgaryzmów w komunikacji interpersonalnej, również ataki słowne. Wreszcie problemy z nieumiejętnością
odpowiedzi na trudne pytania, czy wręcz z traktowaniem osób uczących
się przez klientów w sposób budzący kontrowersje w codziennym porozumiewaniu się.
Zaproponowane rozwiązania wiążą się z budowaniem właściwej komunikacji interpersonalnej (szkolenia, kursy, panele), z używaniem stosownego języka w komunikacji interpersonalnej, z odpowiednim doborem słownictwa w języku polskim. Ważna jest przy tym umiejętność słuchania oraz
odpowiadania na pytania w sposób konstruktywny. Nie mniej istotna jest
asertywność w zachowaniu.
Wybór umiejętności uczenia się również wiązał się z problemami i ich
rozwiązywaniem. Napotykane problemy to słabe kompetencje zawodowe, niedostateczne umiejętności w zakresie opieki, a także brak motywacji do nauki wśród opiekunów (brak czasu, niskie płace, brak perspektyw awansu). Trudne do zwalczenia jest przekonanie osób uczących się,
że nowe kwalifikacje niewiele zmienią w ich życiu.
Proponowane rozwiązania to ustawiczne doskonalenie umiejętności
zawodowych, ciągłe uczenie się nowych umiejętności w obrębie zakre-
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
sów opieki. Ważne jest też motywowanie przez tutorów osób uczących się
do nieustannej poprawy ich kwalifikacji zawodowych. Odpowiednia argumentacja tutorów o potrzebie zwiększania kompetencji zawodowych,
pozwoli osobom uczącym się utrzymać zatrudnienie.
2. Podstawowe konkluzje
Główne bariery w edukacji osób dorosłych to brak motywacji do ciągłego
uczenia się, frustracja i wypalenie zawodowe, często rutynizacja działań
opiekuńczych i brak nowych wyzwań. Natomiast szanse wypływające
z edukacji wiążą się ze zdobywaniem nowych umiejętności i z profesjonalizacją pracy. Takie działania powinny skutkować większym prestiżem
zawodowym oraz uzyskaniem kompetencji w zakresie nowych technik
opiekuńczych.
Celowość tych działań potwierdziło przedstawienie systematycznego
podejścia do identyfikacji i oceny kompetencji kluczowych u osób uczących się. Zaowocowało to zaproponowaniem „modelu diagnozy kluczowych kompetencji” w procesie kształcenia ustawicznego.
W uzyskaniu oczekiwanego modelu szczególnie użyteczne były narzędzia pedagogiczne. Pierwsze narzędzie to trening komunikacji interpersonalnej. Przekazywanie i przyjmowanie konstruktywnej informacji
zwrotnej wzmocniło adekwatność stosowania różnych narzędzi komunikacji, takich jak parafraza, wyjaśnienia itp. Istotne było jasne, jednoznaczne i niezawodne wyrażanie opinii, uczuć i myśli. Asertywna komunikacja w ramach świadczenia usług opiekuńczych pomaga eliminować
czynniki, które stymulują i blokują dobrą komunikację.
Drugie narzędzie pedagogiczne to doskonalenie umiejętności opiekuńczych. Najważniejsze jest szkolenie umiejętności opiekuńczych
wśród dorosłych, którzy pomagają osobom z trudnościami w życiu codziennym. Ćwiczenie umiejętności opiekuńczych służy poprawie współpracy z klientami indywidualnymi, wzmacnia pracę zgodną z zasadami
profesjonalnej opieki. Takie ćwiczenia uczą też nauki samokontroli, zrozumienia i kontrolowania emocji oraz pracy nad rozwiązywaniem konfliktów w środowisku domowym. Tylko taka droga prowadzi do dobrych
rezultatów. Bardzo pomocne jest tutaj przestrzeganie zasad etyki zawodowej (rycina 3).
Osiągnięcie modelu diagnozy kluczowych kompetencji wiedzie przez
identyfikację kluczowych kompetencji oraz ocenę tych kompetencji.
Identyfikacja kluczowych kompetencji odbywa się poprzez opis i wyja-
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Rycina 3. Follow-up tutorów z osobami uczącymi się.
Źródło: archiwum FASS
śnienia, analizę zachowań indywidualnych i zbiorowych, a także definiowanie standardów działań zawodowych. Podział zachowań na pozytywne i negatywne pozwala na akceptację lub odrzucenie postawy osób,
które się ze sobą komunikują.
Oceny kluczowych kompetencji dokonuje się poprzez działania ewaluacyjne i kontrolę społeczną. Decyzja o tym, co jest właściwe, a co nie
jest właściwe, sprowadza się do przeciwstawienia zachowań zdrowych
zachowaniom patologicznym. Po części dochodzi do stygmatyzacji zachowań osób uczących się, jak i osób korzystających z ich opieki.
Zwieńczeniem procesu jest autoewaluacja relacji tutor – osoba ucząca
się. Dla tutora najważniejsze są odpowiedzi na dwa pytania. Po pierwsze, w jakim stopniu w procesie edukacji należy wykorzystać własne kluczowe kompetencje? Po drugie, czy w procesie edukacji można poprawić
umiejętności zawodowe opiekunów?
Dla osób uczących się ważne są odpowiedzi na pytanie, czy dokształcenie spełniło ich oczekiwania w poszerzeniu wiedzy? Druga odpowiedź
związana jest z uzupełniającym pytaniem, czy dokształcenie spełniło ich
oczekiwania w zakresie komunikacji interpersonalnej?
Tylko wzajemna współpraca i zrozumienie między tutorem i osobą
uczącą się może dać oczekiwane przez obie strony rezultaty. Tak też było
w przypadku realizacji projektu „Kluczowi tutorzy”. Praktyczne zaangażowanie i wkład intelektualny ze strony FASS zaowocował – wespół z pozostałymi partnerami – przygotowaniem przewodnika metodologicznego2.
2
Zob. An Educational Guide for the Assessment of Key Competences Among Disadvantaged Learners: Lessons from 5 EU Countries, Paris–Jyvaskyla–Valladolid–Warszawa–Vilnius 2017 (keytutors.eu).
PA R T I I I . P RO J E C T “ K E Y T U T O R S ”
3. Literatura
An Educational Guide for the Assessment of Key Competences Among Disadvantaged Learners: Lessons from 5 EU Countries, Paris–Jyvaskyla–Valladolid–
–Warszawa–Vilnius 2017 (keytutors.eu).
Zalecenie Parlamentu Europejskiego i Rady z dnia 18 grudnia 2006 r. w sprawie
kompetencji kluczowych w procesie uczenia się przez całe życie (2006/962/
WE), Dz.U. UE z 30.12.2006, L 394/10.
4. Summary
In the “Key Tutors” project, the Foundation's Management chose two key competences. Basic competences - communication in the mother language. Comprehensive competences - learning to learn. The levels of the Foundation's activity in the project concerned four groups of beneficiaries. The proposed key
competences have definitely helped in the process of improving the professional
skills of learners. The Key Tutors project also facilitated the identification and
assessment of key competences of these people.
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A B O U T T H E AU T HO R S
Gamze Nesipoglu
Researcher at Cerrahpasa Faculty of Medicine, Department of History of Medicine and Ethics (Istanbul University), MSc, Phil, Associate Editor of
Journal Socrates, National Delegate and Member of
Editorial Board of Filozofski pogledi (Philosophical
views).
I am a researcher having degree in philosophy
and history of medicine and ethics with experience of researching
about bioethics, medical ethics education and medical law alone
and with a team of professors and instructors at Istanbul University, Cerrahpasa Faculty of Medicine, Department of History of Medicine and Ethics. My expertise focuses on bio(ethics), clinical ethics,
ethics education in medicine and nursing, efficient communication
techniques and moral behaviour patterns, philosophy of science and
medicine, history of medicine, medical law, medical sociology, and
psychology. Since I think that being a bioethicist and ethics educator necessitates having high knowledge level and skilled abilities in
philosophy, applied ethics, psychology law and communication, I try
to be well equipped in mentioned disciplines. I have skills of editing,
medical and academic translation, academic and medical case writing, academic research and research analysis, research methodology,
reporting and assistant teaching. I am associate editor of the international, multilingual and multidisciplinary journal entitled “Journal Socrates.” I am also national delegate for Turkey and member
of editorial board in of the journal devoted to culture, philosophy,
bioethics, literature and art titled “Filozofski pogledi (Philosophical
views).”
Istanbul Universitesi Cerrahpasa Tıp Fakultesi
Tıp Tarihi ve Etik Anabilim Dalı
Kocamustafapasa-Fatih, 34098, Istanbul, Turkiye
+90 (212) 414 30 36/21575
+90 (536) 397 06 97
gamze.nesipoglu@istanbul.edu.tr
gamze.nesipoglu@gmail.com
T H E RO L E O F T U T O R I N G I N E DU C AT I O N
Elena-Maria Emandi
Elena-Maria Emandi is a lecturer at the Stefan cel Mare
University of Suceava. After an M.A. in Media Studies,
she completed the doctoral studies in the field of applied
linguistics. Her doctoral thesis is entitled The Style of the
Gothic Novel and her scientific preoccupations include
literary stylistics, semiotic studies, gender studies, advertising, communication, education and Gothic literature.
Ștefan cel Mare University of Suceava, Romania
http://www.usv.ro/index.php/en
Romania, Suceava 720176, 6 Profesor Leca Morariu Street
http://atlas.usv.ro/www/geografie/usv/emandi_maria.php
+40 0740073864
maria.emandi@gmail.com
Ingrida Tatolytė
Ingrida Tatolytė is a translator, editor and educator,
with 15 years of experience in tutoring children and
adults. In 2005–2014, she had been teaching students
of the MA programme in Translation and Interpretation at Vilnius University, Lithuania. She has been
invited as a visiting lecturer to the University of Novi
Sad (Serbia), Tallinn University and Tallinn University of Technology (Estonia). In 2014, Vilnius University published her
book on Practical Rhetoric for Interpreters, based on the course of her
design. As a lecturer of Practical Rhetoric, she introduced tutoring as
part of an integrated method of instruction for her university students.
Her current research interests lie in an intersection of rhetoric and
translation, cultural aspects of translation, political discourse and an
issue of implicitness. At present she is an independent lecturer and PhD
Candidate at Vilnius University.
Vilnius University, Lithuania
Tuskulėnų 50–24, Vilnius 09209, Lithuania
+37061093716
ingridtato@yahoo.com
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Věra Suchomelová
Mgr. Věra Suchomelová, Th.D. graduated from the Faculty of Theology at the University of South Bohemia in
České Budějovice (Czech Republic). In 2015, she finished
her doctoral studies in the field of Theology, specializing in
Pastoral Theology. As a Th.D. student she attended a twomonth internship in Linz (Austria), aimed at understanding the system of spiritual care in nursing homes.
In the Faculty of Theology she currently works as a lecturer in the Department of Pedagogy. She teaches both theoretical and practical subjects related to well-being in old age and adult education for those in
the working and “post-working” age groups. She mentors and administers
the intergenerational course called University for Grandparents and Grandchildren, and is one of the lecturers on that course. She also gives lectures
on seniors’ education in the programme Care for the Spiritual Dimension
of Man, offered at the University of the Third Age. Since 2012, she has been
a certified memory coach, focusing on training the cognitive functions of the
senior public and awareness-raising activities. Additionally, she participates
in the further education of those working in social services.
The topic of spirituality in old age from the point of view of geragogical and social pastoral practice was the focus of her doctoral theses and
several expert articles. In 2016, she published the monograph Seniors and
Spirituality: Spiritual Needs in Everyday Life.
Teologická fakulta Jihočeské univerzity v Českých Budějovicích
University of South Bohemia in České Budějovice
Kněžská 8, 370 01 České Budějovice, Česká Republika
+420728050173
suchomelova@tf.jcu.cz
Monika Zaviš
Monika Zaviš, doc. PaedDr. ThDr. PhD. is researcher
and associate professor at the Department of Philosophy
and Religious Studies at the Faculty of Humanities of the
University of Žilina, Slovakia. She earned her habilitation
(Dozentur) in Lutheran Theology with the specialization
in Psychology of Religion at Comenius University in Bratislava; her PhD. in Lutheran Theology with the speciali-
T H E RO L E O F T U T O R I N G I N E DU C AT I O N
zation in Religious Studies. She has published three monographs (2012, 2013,
2013), one university textbook (2008) and many scientific articles. She has
participated in numerous international conferences, projects and works as an
expert reviewer of articles in international scientific journals. Her research is
based on interdisciplinarity, focused on contemporary bioethics (interruption and assisted reproduction technologies) in world religions, especially in
Islam, and educational questions in the context of migrations and interreligious dialogue between Islam and Christianity. She cooperates academically
with numerous religious officials of registrated and nonregistrated churches
and religious communities in Slovakia. She was also the head of the study program History of Religions and nowadays World Religions at the University
of the Third Age at Comenius University in Bratislava, where she is teaching
for 15 years. She worked as a voluntary pastoral worker at retirement home
for 8 years. Next to academic work she addresses individual needs of students
dealing with study, personal, health, family or different kinds of problems.
Associate Professor in Lutheran Theology
Žilinská univerzita v Žiline
Fakulta humanitných vied
Katedra filozofie a religionistiky
Univerzitná 8215/1
010 26 Žilina, Slovakia
+421904180481
0liliom0@gmail.com
Eyueil Abate Demissie
Eyueil is a PhD. Student specializing Curriculum and
instruction in Addis Ababa University, he is a teacher
in kokebetsibah secondary and preparatory school and
thought for more than eleven years in primary and secondary schools also in teacher training institute. The
Author engages in researches related to curriculum, general and higher education, teacher education & teacher’s
professional development, student’s academic achievement and refugee
education, especially he is highly interested in research areas that are related to refugee education and teacher education. The author advocates for
prevalence of an education system that is culturally mediated and that has
its basis from the society, as a result he believes Placing various research
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backed strategies to enhance student’s academic achievement is very important but before trying to implement the newly introduced strategy as it
is, it is important to conduct a research on how to negotiate what is in the
theory with the existing situation, cultural orientation of the society and
availability of competent and trained man power.
The author campaigns for a slogan “teacher researcher” in this day’s
school we need teachers who engage in researches for the betterment of
the teaching learning process, professional development and student’s
wholesome development. Therefore he is interested to engage in various
research activities related to the above topics with educational institutions governmental and nongovernmental organization.
Teacher in preparatory secondary school
Po.Box: 23 code 1034 Addis Ababa Ethiopia
+251912041282
abateeyueil@gmail.com
abatedemissie1948@yahoo.com
Zuzana Bariaková
PaedDr. Zuzana Bariaková, PhD. works at the University of Matej Bel in Banská Bystrica since 2003. She is
a member of the Department of Slovak literature and
Literary Science, Faculty of Arts. Her research interests, pedagogical and writing activities concern Slovak
children’s literature, Slovak literature of the 20th and 21st
century with emphasis on chosen authors, and didactics of literature. She is a co-organizer and coordinator of several popularizing events which focus on spreading the knowledge of contemporary
Slovak literature and supporting reading literacy. Since 2013 she focuses
on implementation of service learning strategy into academical educational system and on publishing outcomes concerning possibility of using service learning in teaching literature.
Katedra slovenskej literatúry a literárnej vedy
Filozofická fakulta
Univerzita Mateja Bela v Banskej Bystrici
974 01 Banská Bystrica, Slovensko
zuzana.bariakova@umb.sk
T H E RO L E O F T U T O R I N G I N E DU C AT I O N
Martina Kubealaková
Mgr. Martina Kubealaková, PhD., Assistant Professor at Department of Slovak Literature and Literary Science Faculty
of Arts Matej Bel University in Banská Bystrica, Slovakia
(2005). Editor-in-chief and Scientific Council member of
Motus in verbo: Young Scientist Journal (2012), editorial staff
member of European Journal of Social and Human Sciences
(2014), member of Committee for the Recognition of Competences Acquired through Volunteering at the Pedagogy Faculty of Matej Bel
University in Banská Bystrica (2014), co-organizer of the University Literary
Night (2014) and tutor of Reading as a Therapy (2015), both as the service learning project. Her research interests, pedagogical and writing activities concern on
Slovak and European literature of 9th–18th century and interpretation and translation of popular reading books. She is a co-organizer and coordinator of several
popularizing events which focus on supporting reading literacy and expanding
literary/cultural awareness. Since 2013 she focuses on implementation of service
learning strategy into academic educational system and on publishing outcomes
concerning possibility of using service learning in teaching literature.
Katedra slovenskej literatúry a literárnej vedy
Filozofická fakulta
Univerzita Mateja Bela v Banskej Bystrici
974 01 Banská Bystrica, Slovensko
martina.kubealakova@umb.sk
Orsolya Pócsik
Orsolya is an experienced high school teacher with
more than 10 years teaching.
She is an Individual researcher, practical high school
teacher. She has engaged by teaching in medium & upper level.
Orsolya is passionately researching the relationship between teaching-education-student-teacher knowledge. She
is open learning is a cooperative, frontal, lexical, and expressive skills. The
principle is to “teach something new every day” – you will understand this new
knowledge and learner’s experiences. Teacher’s work is characterized by highly
innovative pedagogical experiments, as he creates his own alternative pedagogical methods, since every group of students has unique, unique problems.
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Orsolya believes in the development of the teaching career as well as
the fact that there are no two forms of instruction and two groups of
forms. At the beginning of her carrier she got a bachelor degree in Teacher Training Collage in Collage of Nyiregyhaza as grade school teacher,
English Grammar and literature teacher. She made her second degree
as an English-Hungarian Master of Business Administration Manager
at University of Miskolc, and she reached another teaching degree an
MA-degree as Educational Science Teacher at the University of Debrecen. As her daily practice, she must-had got an brand-new degree from
Budapest Business School Teacher of Economics, Tourism & Catering.
Her private interests include traveling, writing.
Individual researcher, Practical High School Teacher (vocational), MBA
Debrecen, Hungary
+ 36 30 451 0928
orsolya.pocsik@gmail.com
Deandra Cutajar
Dr Deandra Cutajar was raised in Malta. She attended
state schools throughout her education. In 2009, she enrolled for a Bachelor Double Honour degree offered by
the Faculty of Science at the University of Malta. Upon
graduating in Physics and Mathematics with honours
in 2013, she started a Ph.D. in Bayesian Data Analysis
with applications in Astrophysics at the Institute of
Space Sciences and Astronomy, University of Malta. Deandra completed her studies and was awarded the Doctor of Philosophy in 2017. Her
research interests are statistical Bayesian methods and theoretica astrophysics related to gravity, dark matter and dark energy. She was appointed as a tutor during her first post-graduate year back in 2014 for Physics
and Astronomy study units. Currently she is an Affiliate Lecturer with
the Institute of Space Sciences and Astronomy at the University of Malta,
whilst also working in the gaming industry as a Data Scientist.
Institute of Space Sciences and Astronomy
University of Malta
Msida, Malta
MSD 2080
+ 356 99172366
deandraoct@gmail.com
T H E RO L E O F T U T O R I N G I N E DU C AT I O N
Latinka Krumova Georgieva
During the years 1993–1998 she studied at the Sofia
University ”St. Kliment Ohridski“, where she received
the title of a Master of Pedagogy.
She has 18 years of professional experience as a volunteer, educator, social worker and consultant for children, families, dependent and elderly people.
Bulgaria, Sofia
+ 359879877718
latinka_krumova@mail.bg
Ewa Wiśniewska
Ewa Wiśniewska, dr hab. nauk społecznych w dyscyplinie pedagogika, prof. nadzw. Wydziału Nauk Humanistycznych i Społecznych Państwowej Wyższej Szkoły
Zawodowej w Płocku.
Wydział Nauk Humanistycznych i Społecznych
PWSZ w Płocku
ul. Gałczyńskiego 28
09-400 Płock
e.wisniewska@pwszplock.pl
Magdalena Stankowska
Adiunkt w Instytucie Profilaktyki Społecznej i Pracy
Socjalnej (Zakład Nauk o Rodzinie) Akademii Pedagogiki Specjalnej im. Marii Grzegorzewskiej, uzyskała
doktorat nauk społecznych w zakresie socjologii, Instytut Stosowanych Nauk Społecznych (Uniwersytet Warszawski).
Akademia Pedagogiki Specjalnej im. Marii Grzegorzewskiej
ul. Szczęśliwicka 40
02-353 Warszawa
stankowska.magdalena@gmail.com
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Sylwia Kwiatkowska
Doktor nauk społecznych, wykładowca i lektor w Państwowej Wyższej Szkole Zawodowej w Płocku. Autorka kilku artykułów, rozpraw i recenzji. Głównym przedmiotem badań
naukowych jest pomoc społeczna oraz praca socjalna na terenie Mazowsza. Organizatorka wielu akcji charytatywnych,
uczestniczka wielu konferencji oraz sympozjów naukowych.
Wydział Nauk Humanistycznych i Społecznych
PWSZ w Płocku
ul. Gałczyńskiego 28
09-400 Płock
sylakk88@wp.pl
Agnieszka Drajkowska
Absolwentka pracy socjalnej w Państwowej Wyższej
Szkole Zawodowej w Płocku.
Wydział Nauk Humanistycznych i Społecznych
PWSZ w Płocku
ul. Gałczyńskiego 28
09-400 Płock
Ida Hanna Kościelak
Współzałożyciel i prezes Fundacji Agencji Służby Społecznej, specjalizuje się w psychologii społecznej.
FASS
Prochowa 24/26, lok. 1
04-360 Warszawa
ida.kosc@gmail.com
T H E RO L E O F T U T O R I N G I N E DU C AT I O N
Lech Kościelak
Historyk i socjolog, doktor nauk humanistycznych, autor Historii Słowacji, redaktor monografii zbiorowych,
redaktor czasopisma Studia Humanitatis Mrongoviensis, członek Kapituły Medalu Mrongowiusza, członek
Zarządu FASS.
FASS
Prochowa 24/26, lok. 1
04-360 Warszawa
lechkoscielak@gmail.com
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