After an 18-year career in the Canadian Armed Forces, and 14 years as a Training Development Officer, I decided to incorporated as a consultant. To complement my work experience, I attained a Master of Arts degree (Adult Education), a Master of Education degree (Distance Education) and a Doctor of Education degree (EdD – Distance Education). My skills include the following:
Leading & implementing the stages of instructional design i.e., the 5 stages of ADDIE/ 6 stages of CFITES in the Canadian Armed Forces i.e., Analysis (Qualification Standards), Design (Training Plans), Development, Conduct, Evaluation, & Validation
Facilitating Distance Learning courses – either synchronously (virtual classroom) or asynchronously (on a Learning Management System, threaded discussions)
Completing Training Needs Assessments and Analyses
Completing Training Programme Evaluations
Providing Strategic-level guidance on Training & Education
Due to specific work experiences that I have had, I am also knowledgeable & interested in areas related to Workplace Inclusion, Data/Digital Literacy, Training Simulations, and projects.
Have you heard of, participated in, or facilitated a “flipped classroom”? A flipped classroom, sometimes called an “inverted classroom”, is a relatively new instructional model that has been gaining traction. In a flipped classroom, we flip the traditional “sage on the stage” model on its head. Traditionally, the common model of instruction saw a professor/teacher/instructor at the front of the class lecturing to a classroom/amphitheater full of students listening and taking notes. This model can often yield a passive type of learning and there is a good chance that students’ minds will wander and there may be very little interaction between the teacher and the students, and between student peers. We’ve all experienced this type of class.
In the traditional model, students most often listen to a lecture and then leave class to complete problems, practice skills, and do various types of projects on their own. In the flipped classroom, focus is shifted from the instructor to the students during the classroom time. Students do their homework up front, prior to class, with this pre-work focusing on what would have traditionally been the lecture. The lecture content is presented to the students prior to coming to the classroom. Students normally watch a video of the lecture and/or interact with other digital content. All students must complete this work to be prepared for what will take place in the classroom afterwards.
The classroom time is then devoted to active learning, most often targeting the higher cognitive levels of learning objectives such as applying, analyzing or synthesizing. Activities can include collaborative group work based on the new content learned, instructors mentoring students working through problems or scenarios together, group discussions, and hands-on practice for skills. In short, instructors/professors turn into facilitators and, for the students, passive listeners turn into active learners during the scheduled class time.
Research Related to the Flipped Classroom Model
There has been much research done on the effectiveness of this model, across many subject domains. Beyond effectiveness, research has also looked into aspects such as student and teacher satisfaction with this model, the advantages and challenges of this model, and the variety of activities and digital tools being used to support this model.
A meta-analysis of 71 research articles, dated from 2000 to 2016, related to the flipped classroom was completed by Akçayır & Akçayır (2018). In their overview of the findings of this meta-analysis, they found that “In general, the flipped model in education yields positive results” (p. 343) and that the most frequently reported advantage was an improvement in student learning performance.
Common advantages and challenges reviewed in their 71 research studies were listed. In terms of advantages, the areas highlighted included: 1) learner outcomes e.g., improved performance, satisfaction, engagement, and motivation; 2) pedagogical contributions e.g., flexible learning, individualized learning, enhanced enjoyment, better preparation, and fostered autonomy; 3) time efficiency e.g., more efficient class time & more time for practice; 4) dispositions (i.e. attitudes towards) e.g., positive feedback, attitudes, perceptions from students and teachers; and 5) interactions e.g., student to instructor & student to peers.
In terms of challenges, the areas highlighted included: 1) pedagogical e.g., limited student preparation prior to class, students need guidelines while at home, students were unable to get help while on their own, & the inability of teachers to know if the students completed their pre-class work; 2) students’ perspectives e.g., time-consuming & increased workload; 3) teachers’ perspectives e.g., time consuming, higher workload; and 4) technological e.g., quality of videos, inequality of technological accessibility/competency, the requirement for infrastructure such as Internet in remote areas.
They also listed the main activities that they saw being used prior to class and in-class in the flipped classroom model. Some of the most common activities prior to class included: videos, readings, quizzes, asynchronous discussions, and PowerPoint presentations. Some of the most common activities in-class included: group discussions, small group activities, feedback, problem solving, questions & answers, case studies, hands-on experiments, and learning games.
In a more recent meta-analysis, completed by Roehling & Bredow (2021), they found that students in flipped classrooms reported greater satisfaction than those in lecture-based courses. They also found that flipped classrooms produced the greatest academic benefits in courses such as language, technology, and health-science, over, for example, mathematics and engineering courses. Their research also suggested that partially flipped courses can be more effective if, for example, the instructor/developer considers which content/activities lend themselves well to the flipped model and which don’t.
One particle study (Nouri, 2016), noted some additional interesting findings. The study (n = 240 students) showed that 75% of the students left the course with a positive attitude towards flipped classrooms. The research also showed that there was a general appreciation by students on the use of video lectures prior to class. On a Likert scale of 1-5, students found it useful to be able to: 1) pause the video lectures (mean of 4.52); 2) rewind the video lectures (mean of 4.48), 3) fast-forward the video lectures (mean of 4.04); and 4) watch video lectures in a mobile way (mean of 3.98) such as on the bus. All of this facilitates the student’s ability to reflect and learn at their own pace. The study also showed that there was a perceived increased learning greater amongst the lower achieving students than the higher achieving students. Nouri posited that lower achievers may appreciate more the ability to learn at their own pace through the use of lecture videos, rather than keeping up with a fast-paced classroom lecture.
Since COVID lock-downs, we have seen schoolhouse closings and the many benefits of distance learning. Could you imagine integrating the flipped classroom solely at a distance. Students, for example, could complete their pre-class work of watching video lectures and interacting with digital content prior to attending a virtual classroom for group discussions, break-out group work, working through scenarios together, and playing group online quizzes such as Kahoot. Assuming all students and the instructor have the required technology, reliable Internet, and sufficient technological competencies, this could increase distance learning student engagement, improve interpersonal & collaborative skills amongst students, and also make effective use of the instructor and student’s time during the scheduled virtual class.
As an instructor or learning developer, could you imagine giving this model of delivery a try? Although there is work up-front (e.g., to develop video lectures), there could be a big pay-off in terms of student learning performance and satisfaction. As a student, how would you feel about participating in this model? I would be happy to hear your thoughts and experiences related to the flipped classroom.
Campillo-Ferrer, J.M., & Miralles-Martínez, P. (2021). Effectiveness of the flipped classroom model on students’ self-reported motivation and learning during the COVID-19 pandemic. Humanities & Social Sciences Communications, 8(1), 1–9. https://doi.org/10.1057/s41599-021-00860-4
Nouri, J. (2016). The Flipped Classroom: For Active, Effective and Increased Learning – Especially for Low Achievers. International Journal of Educational Technology in Higher Education, 13, 1–10.
As part of the culture change efforts in the Canadian Armed Forces (CAF) and the Department of National Defence (DND), I have appreciated the opportunity to act as host during a series of Inclusive Leadership workshops for our DND/CAF executive cadre. The discussions have been rich and I have been moved by the conviction of our leaders to help enact culture change in our department. Our facilitator, Dr Lise Hebabi, discussed a particularly eye-opening article with us, which was written by Dr. Bernardo Ferdman. The article is called “Paradoxes of Inclusion: Understanding and Managing the Tensions of Diversity and Multiculturalism” (2017). As the paradoxes of inclusion spurred such great discussion in the groups and my own reflections, I share here a summary of the article, along with some CAF context examples to consider.
So, what is inclusion? DND/CAF has used the following definition of an inclusive workplace: “a collective culture in which people feel valued, respected, connected, psychologically safe, involved in decision-making, recognized as having unique characteristics that contribute to organizational success, and empowered to bring their authentic selves to the workplace.” (CPCC, 2021).
According to Ferdman (2017), there are three main paradoxes related to inclusion. He likens a paradox to a tension or challenge between two seemingly contradictory components. Ferdman argues that inclusion is inherently paradoxical. The challenge is not moving from one sole perspective to another, but, instead, managing the tensions that will inevitably arise between two paradoxical perspectives as an organization aims to become more inclusive.
Ferdman’s three paradoxes of inclusion, as I will describe, are: 1) Self-Expression & Identity; 2) Boundaries & Norms; and 3) Safety & Comfort. Note that the images below are taken directly from the Ferdman (2017) article.
The Paradox of Self-Expression & Identity
On the left side of this first paradox, we see the perspective of belonging and absorption, and on the right side, we see distinctiveness and uniqueness. Ferdman states that this paradox is often one of the most salient tensions. On one side, we value assimilation. Members must be absorbed into the greater group and may have to give up or hide some aspects of who they are to be similar to the others and to fit in. The perceived benefit of this is that each member then becomes an equal within the group and receives equal benefits.
On the other side of the coin, everyone can present themselves as unique in their own distinctiveness, without losing any of the benefits of being part of the assimilated whole. Within this perspective, members can present their true authentic selves at work and differing opinions and even dissent should be welcomed.
It is easy, in the CAF context, to identify the left side perspective in how we have historically welcomed our new soldiers during basic military training. An individual walks through the [green] door and exits as part of the collective. This is done through, for example, fresh new short hair cuts, identical uniforms, a new ethos, lingo, and culture learned and integrated. I can recall being told by my military husband, at the outset of my military training, to be “gray”, to keep my head down, and to not become the “lightning rod.” The message was clear: fit in or there would be problems. Being distinct, too different, or *gasp* dissenting (as mentioned in the right box) would surely not have been in my best interest.
The CAF is currently making efforts to create a more inclusive environment. Inclusion, according to Shore et al. (2011), requires a sense of belonging and an ability to show one’s own uniqueness. The tension between these two perspectives will need to continually be managed. Are we a melting pot, where all are assimilated, or are we a mosiac, where we can come together as one while displaying our own uniqueness to the benefit of all? In other words, “To fully belong, I need to be able to keep my separate and distinct identity; for that identity to matter and make a difference to the whole [such as in terms of more diverse perspectives and skills], I need to fully belong” (Ferdman, 2017, p. 248). A great quote to reflect on!
The Paradox of Boundaries & Norms
On the left side of this paradox, related to boundaries and norms, we see that these are stable and well-defined, and on the right side, we see that these as shifting and open. On one side, our norms and boundaries are well-defined, persistent, consistent across contexts, and passed on to newcomers. There is certainly a value in stable and well-defined norms and boundaries as they help us define ourselves as an organization. Such examples in the CAF include the common standards of accepting unlimited liability, respecting the dignity of all persons, submitting to the code of service discipline, and wearing a uniform representing our country.
On the other side, we can see our norms and boundaries as shifting and open to change. What is “normal” (e.g. rules & “the way we’ve always done it”) within the organization can and should change as the population and its requirements change. An example of this in the CAF could be religious accommodations for meals, holidays, and prayer time. In the past, it may not have been the norm to accommodate such things during training. Today, boundaries and norms are shifting in order to meet the religious requirements of members.
Within the CAF, a recent change shows an example of how the organization is working to manage inclusion-related tensions. An update to the CAF Dress Instructions came out in September, 2022 after a re-examination of dress-related norms and boundaries. A FAQ page (GC, 2022) stated that “the appearance of the Canadian Armed Forces (CAF) has not kept pace with the Canadian society which it serves.” While the CAF is an organization that values stable & well-defined norms and boundaries, this example shows an understanding that as the population of the CAF and of Canada shifts, it is necessary to periodically re-evaluate our norms and boundaries to make sure that they are still representative. New changes allow for more authentic self-expression while in uniform including examples such as allowing for varied hair length, colours, and styles, more freedom with relation to tattoos and jewelry, and providing the options of both male and female uniform pieces to all members or for these to be intermixed.
A common tension arises from opening up the long established boundaries or, one could say, “the way we’ve always done things.” Some may feel that it creates a slippery slope. What will come next? How far will we go? Often, unfortunately, these kinds of fears lead to no changes, no evolution – thus the tension. To summarize the challenge, in terms of norms and boundaries,: “both overboundedness and underboundedness can be a problem for social systems; the challenge is to get it just right” (Ferdman, 2011, p. 253). An enduring and timeless challenge, no doubt!
The Paradox of Safety & Comfort
On the left side of this paradox, related to an environment of safety & comfort, we have comfort & “my way,” and on the right side, we see discomfort & openness to change. On one side, there is the perspective that everyone should be comfortable and accepted exactly as they are, full authenticity should be encouraged, and nobody should ever need to change.
On the other side of this tension, the perspective says that all must accept some discomfort and have an openness to change. Old comfortable patterns of behaviours may need to adjust in order to create an inclusive and safe environment for all.
I can imagine a CAF scenario where a member moves from a certain historical culture where swearing and off-collar jokes have been the norm and where that had become a comfortable way for colleagues to interact. This, of course, may not be comfortable to all. In some situations, one’s “comfort-zone” may offend those around them, potentially in new environments. As Ferdman (2017) points out, our “familiar behaviour and styles may not have the intended results” (p. 257) in other situations or contexts. As we often talk about “bringing your authentic self to the workplace,” in relation to inclusion and psychological safety, we can now see the tension inherent in this paradox. Bringing your “authentic self” to the workplace could have the potential to make others feel unsafe or uneasy. To build inclusion, all members must adapt themselves, as required, and always remember to “incorporate a good dose of mutual responsibility and sensitivity” (p. 257).
According to Ferdman (2017), engaging in inclusion within a diverse population will always involve some level of discomfort. He states that we must learn to be “more comfortable with discomfort” (p. 258) as we open ourselves up to let go of our “certainties” and endeavor to view situations from a new diverse set of vantage points. “When we can recognize, hold, and even welcome the contradictions inherent in inclusion [i.e. the three paradoxes], we should be better equipped to engage and address diversity dynamics” (p. 259).
As an organization, I would suggest, it is not the goal to change perspectives from one side of the paradox to the other. It is to better understand the tensions found in these three paradoxes. We should consider our current state and how we should evolve to better serve and represent our diverse population. We should consider collectively, how far are we willing to evolve and to what end. Do certain contexts, in headquarters versus on operations, affect our responses to these tensions?
I hope I have done justice in reviewing this valuable article on the paradoxes of inclusion. I highly recommend reading this Ferdman (2017) article in full if you are looking to further grow your understanding in this important area.
CPCC Initiating Directive on the Integration of the Measurement of Inclusive Behaviours in the Defence Team, September 2021
Ferdman, B. M. (2017). Paradoxes of Inclusion: Understanding and Managing the Tensions of Diversity and Multiculturalism. The Journal of Applied Behavioral Science, 53(2), 235–263.
Shore, L. M., Randel, A. E., Chung, B. G., Dean, M. A., and Ehrhart, & Singh, G. (2011). Inclusion and diversity in work groups: A review and model for future research. Journal of Management, 37(4), 1262–1289.
Since defending my dissertation and graduating with my Doctor of Education degree in 2020, a lot of people have asked me about the experience. Some people consider whether that would like to follow a similar path but, often, I find that the path seems fuzzy and people don’t really know what to expect. I know this for sure because I also did not know. As John Dewey states in the picture above, the reflection upon any experience is an integral part of learning. After two year and a half years since my graduation, I have finally decided to share my reflections on the experience, along with some lessons learned and random pointers that may potentially help someone else along the path.
First, attaining the degree was muchmore of a huge experience than I had ever imagined, both in terms of effort and the time required. When I started out, I assumed I would be completed within fours years, which was, frankly, already a huge commitment to make. In the end, it took me almost six years and I was still one of the first few in my cohort to graduate. I was working full-time and mothering a young child throughout those years. I question myself that if I would have really understood the level of commitment required and the emotional toll that it would all take, would I have reconsidered. Hindsight, of course, is always 20/20 and now that I have achieved my very own Mount Everest, I am very proud of the accomplishment.
A Long, Winding Path
This journey, unfortunately, did not go from point A to point B or “as the crow flies.” There were many changes of plans and many redirects. At one point, I received a huge amount of critique from my committee. I remember that it was so overwhelming that I could not look at my work for 6 months. I eventually crawled back out of my cave and started to deal with the feedback. I would like to think that pushing forward over and over and over again, especially when really I did not want to, grew some extra strength in my persistence muscles.
Some Lessons Learned & Pointers to Those Starting Out
Although everyone’s experiences are different and the context of their research projects are different, I share with you some of the lessons I picked up along the way and some random unsolicited advice.
The proposal defence was harder than the final dissertation defence. I had always heard this to be true but, in fact, it was. By the time you get to your defence, you are the expert in the room on the topic and this makes the questions and commentary much easier to react to.
Before I started, I had no idea about the steps required to achieve a doctorate degree e.g., that I would need to defend a proposal, that I would have a committee, etc. I would recommend to others to learn more about the process and what to expect before stepping out.
Unwittingly, I collected too much data and I could not possible use it all. I could have decreased my scope and still had a fulsome research project. (Perhaps I still have a book inside me!)
Mixed methods seemed like a great idea at the start but as the years went by, it started to feel like I was doing double the work of my program mates. Now that it is completed, I do feel that it really added to the richness of the finding. The rich quotes from service members that I was able to add to the discussion really made the narrative come alive. It cost me time, though, so it is worth weighing out the advantages of quantitative, qualitative, or mixed methods, depending on your research goals.
Since my research used military members as participants, there were extra approvals that were required. Any time you interview or survey Canadian Armed Forces (CAF) members or public servants, in this context, a Public Opinion Research request must be submitted. In the Department of National Defence, this is ultimately coordinated through ADM(Public Affairs).
All research projects within the department, using DND employees, CAF members or their families as participants, must go through the Social Science Research Review Board (SSRRB), as detailed in the defence directive: DAOD 5062-1, Conduct of Social Science Research
It’s OK to hire help for some things e.g. transcriptions and advanced statistics. If you do receive help for complex statistics, make sure that you can sufficiently explain them during your defence.
At least in my research context, I had a much higher survey response rates from higher ranks. Make sure to have sufficient numbers of participants from the outset for the range of demographics you are targeting.
The data analysis tools ended up being really fun to learn and use (i.e. NVivo for qualitative data and SPSS for quantitative data). I won’t say I’ve mastered every aspect of them but they were essential to mining the gold out of the large data set I collected. Incidentally, there are many great YouTube videos that helped along the way.
Build a group of academic colleagues. I stayed close to my cohort and we helped and encouraged each other along the way. This ended up being invaluable to my morale.
A good reminder on the difficult days: The best dissertation is the finished dissertation! If it is not everything you ever imagined, chances are you will have more opportunities to shine in the future.
After I graduated, I felt a big, hollow: “Now what?” I had put so much effort and time into the program, that I felt somewhat empty when I graduated. Also, let’s be honest, who is truly going to read a 316-page dissertation?! I wanted to share and talk about it! I did find some gratification from publishing a short version of my research as a Scientific Letter for Director Research & Development Canada (DRDC). I have also been enjoying sharing small slices of my research findings in my blog articles.
Try to take opportunities to enjoy the unique experience. After I had my proposal completed, I entered a 3-minute thesis speech competition. I won first place at the university level and that allowed me to travel to the University of Regina to compete against other winners. Although I did not win the next level, I thoroughly enjoyed the experience and it is now a wonderful memory for me. If you’re curious: here is the video of my 3-minute thesis – a simplified version of my dissertation proposal. Memorizing the speech was the toughest part of it all!
Defending During COVID Lockdown
Although I was studying at a distance, the defence of my dissertation at my kitchen table was even more significant as COVID lock-down had just begun (end-March, 2020). As you can see below, I had all my notes on hand and was more than ready to go. Thankfully the internet connection was strong that day! Unfortunately, I was never able to cross the university auditorium stage in a robe and cap with all the pomp and circumstance to receive my diploma. I attended a virtual event and my parchment was mailed to me. A bit anti-climatic, I know, but we did drink some bubbly the evening of the virtual graduation and I got a fancy frame for my diploma.
Thanks for sharing in my reflections. As it was such a big experience for me, I really enjoy sharing with others who are thinking about potentially starting a similar program or who are in the midst of it and need some encouragement to keep going.
A special thank-you to my Doctor of Education (EdD) cohort members (#7!) at Athabasca University who were so supportive along the way. For those who are still working their way to the finish line, keep going. There is light at the end of the long and winding tunnel.
As I have in previous blog articles, I will share here a small section of my doctoral research on the topic of satisfaction with distance learning (DL) experiences in the CAF. Specifically, I will share some quantitative data on CAF members’ satisfaction with various DL course quality variables. This research, which was defended in 2020, included a sample of 368 CAF members who had graduated from CAF Professional Military Education programs between the dates of January, 2015 and March, 2018.
So, to start – I am sure you can relate with some of the following lines, as we have all been there. You finish an online course by successfully passing a final quiz and happily close your laptop with a sign of relief. Sometimes you think about how the course was such a worthwhile and enjoyable learning experience. Other times, however, after many long and grueling pages of content and confusing quiz questions that you complete in total isolation “as a solo endeavor” (Jones, 2020, p. 149), your computer freezes, your final test score didn’t register, you search endlessly for the help line number to find out how to print a certificate, and you finally end your day by slamming down your laptop cover so hard that it makes a sad and somewhat concerning sound. Then, of course, you go on Twitter to complain about the whole experience with your virtual comrades… who can easily empathize 😉
So, what differentiates good e-learning from bad e-learning? Admittedly, I have described the two extremes of potential outcomes here. During my research on CAF member satisfaction with Distance Learning, I did heard a wide range of feedback that included similar scenarios that I have explained to you. Some feedback was positive and some was negative. As is often the case, the majority of experiences fell somewhere between these two extremes.
I started my research with a literature review to try to identify the different variables of course quality that could make a difference in the student’s experience, and in a larger sense, the success of the course.
During the literature review various questionnaires were explored, including Aman’s (2009) Learner Satisfaction Questionnaire that was later also used by Simpson and Benson (2013), in order to consider what should be included in the instruments for my research. Many of the variables that I used for course quality were inspired by the quality factor questions used by Aman (2009).
Participants, in my survey, were asked to rate their level of satisfaction, on a scale of 1 to 5 (or N/A) where one (1) was “very dissatisfied” and five (5) was “very satisfied”, with the 13 following items related to course quality:
clear learning objectives
effective communications with instructor
interactions with classmates
feeling of being part of a learning community
collaborative group work with classmates
engaging course content
easily accessible required course materials
clearly described course assessment
constructive feedback from instructors on assignments and assessments
timely feedback from instructors on assignments and assessments
effective course technology (e.g. in the CAF context – the Defence Learning Network (DLN))
course materials provided that helped to reach course objectives
course technology that helped to reach course objectives
Full results can be found in my dissertation, but here are some of the highlights regarding the course quality variables in relation to CAF member satisfaction.
In combining “somewhat satisfied” and “very satisfied” together, the three variables that ranked the highest for DL course quality satisfaction, in descending order, are as follows: 1) clear learning objectives (88.3%); 2) clearly described course assessments (83.1%); and 3) course materials provided that helped to reach course objectives (80.3%). This is positive and great to see!
On the other hand, combining responses of “somewhat dissatisfied” and “very dissatisfied” together, the three factors that ranked the highest for DL course quality dissatisfaction, in descending order, are as follows: 1) feelings of being part of a learning community (23.4%); 2) collaborative group work with classmates (23.0%); and 3) effective course technology (21.3%). With the fact that the CAF Junior Officer Development program has become self study with no peer or instructor interactions, the first two on this list are not surprising.
Interesting, in terms of correlations, all of these variables were found to be positively related to course satisfaction overall.
Correlations of Satisfaction with Course Quality Variables with Overall DL Satisfaction
Overall DL Satisfaction
Clear Learning Objectives
Effective Communications with Instructor
Interactions with Classmates
Feelings of Being Part of a Learning Community
Collaborative Group Work with Classmates
Engaging Course Content
Easily Accessible Required Course Materials
Clearly Described Course Assessments
Constructive Feedback from Instructors on Assignments and Assessments
Timely Feedback from Instructors on Assignments and Assessments
Effective Course Technology (e.g. DLN)
Course Materials Provided that Helped to Reach Course Objectives
Course Technology that Helped to Reach Course Objectives
** p < .01 (two-tailed); N/A answers have been treated as missing values.
After exploratory factor analyses and multiple regression analyses, I found that all three factors that were identified with these variables were significant predictors of overall DL satisfactions. Specific variables within the three factors that were created were shown to have significant influence on overall DL satisfaction and included variables related to technology; feeling part of a learning community; and effective communications with instructors. (Note: details of these analyses can be found in the full dissertation at reference).
Student satisfaction is important in terms of important organizational outcomes such as readiness to transfer learning, levels of absenteeism, retention, and students’ intention to recommend the training to others (Jones, 2020, p. 11-16). As these variables have been been found to be positively related to student satisfaction and in some cases, even predictive of satisfaction, it is important to make sure that we are working to improve upon these in our online learning development and delivery.
One way to ensure quality in our e-learning would be to implement a course quality rubric that all courses must pass through in order to be launched in the organization. This could potentially be based on an existing and already validated rubric standard (such as is available by the Quality Matters Organization) or built taking into consideration the organization’s specific context and requirements. A standard minimum score could be adopted, and each course would be evaluated by a group of training/ Quality Assurance experts, prior to the DL course being used launched to the training audience.
On a somewhat positive note, 73.6% of participants (n=359) in my research responded that they agreed with the statement that the quality of DL in the CAF has increased over the past ten years. We must always strive to improve, though, and impress upon the other 26.4% that DL in the CAF is keeping up with the standards seen in academia and industry. For my Defence Team colleagues, who mainly include CAF Training Development Officers, CAF and civilian course designers, developers, and facilitators, as well as our e-learning technologists, we must take note of all of these important variables of course quality, continue to improve our skills and keep an eye open to potential technical and methodological advances, and always, always embrace continual improvement.
I have been reading a lot about inclusion and inclusive leadership lately so I thought I would share some of the definitions, concepts, and models that I have reviewed. As it is a vast area of research, this blog article explores merely a select set of resources that I have explored to date.
So, what is inclusion? The Department of National Defence (DND) and the Canadian Armed Forces (CAF) have used the following definition of an inclusive workplace within the CDS/DM Initiating Directive for Professional Conduct and Culture. It is “a collective culture in which people feel valued, respected, connected, psychologically safe, involved in decision-making, recognized as having unique characteristics that contribute to organizational success, and empowered to bring their authentic selves to the workplace” (CPCC, 2021).
In the newly published CAF Ethos: Trusted to Serve (DND, 2022a), inclusion is identified as one of six military values. It states that inclusion is “essential to creating a sense of belonging and cohesion,” and that it makes, “our military teams stronger” (p. 29). The CAF, “values the knowledge, skills and life experience that each individual brings to the team and needs to maximize this diverse potential through an inclusive culture” (p. 29). It also explicitly states that those who are inclusive will reject and take a “proactive approach to prevent, stop and report” actions related to “racism, sexism, heteronormativity, homophobia, xenophobia or any other form of hateful, discriminatory or hurtful behaviour, conduct or association” (p. 30).
There has been much research on the concepts of inclusion, inclusive leadership, and inclusive climates including the conceptualization of various models, the elaboration of proposed measures of inclusion, and the exploration of variables related to inclusion in various different contexts (e.g. healthcare, military).
Carmeli et al. (2010), for example, measured inclusive leadership based on three facets of leadership: 1) open-mindedness, availability, and 3) accessibility. Various researchers (Shore et al., 2011, Randel et al., 2016, Perry et. al, 2020, Chung et al. 2020) have based their research on a model where belongingness + uniqueness = a sense of inclusion. i.e. I feel like I’m a part of the team + I am able to bring my authentic, unique self to work = feeling included.
“Experiencing inclusion in a group or organization involves being fully part of the whole while retaining a sense of authenticity and uniqueness.” -Ferdman (2010, p. 14)
The US Army did research on inclusion (Brown et al., 2020) and devised a set of measures based on two dimensions: 1) Horizontal Social Inclusion; and 2) Vertical Informational Inclusion. The first dimension included social items such as feeling valued and respected within the team and helping each other out when needed. The second dimension seems to point to the importance of information flow within the military context. It included things such as communications effectively going up and down the Chain of Command and soldiers actively being listened to.
Bernardo Ferdman (2010) is a well-known researcher in the area of inclusion. He, with his research partners, proposed four key elements of inclusion: 1) feeling safe; 2) feeling valued; 3) being involved and engaged in the work group; 4) being embraced for one’s own authentic self. Although more empirical research is still required in these areas, he proposed that a high level of collective environment of inclusion (EOI) + high diversity in the work group + low dispersion of EOI (i.e. that there is a low difference amongst the group in individual’s feeling of inclusion) = the greatest levels of benefits in terms of work performance. In short, if Ferdman and his colleagues are correct: A highly diverse workforce where all employees equally feel a high sense of inclusion will yield the most benefits in terms of increased performance. That sounds like a worthwhile goal to me!
Other research has shown other positive relationships between an inclusion climate and/or inclusive leadership, such as with 1) creativity (innovation) (Carmeli et al., 2010), and 2) workplace/organisational improvements through sharing mistakes (due to the resulting psychological safety) and learning from them together (Nembhand & Edmondson, 2006).
Perry et al. (2020) proposed a conceptual model, based on extensive previous research, that stated that inclusive work climates would positively impact workplace outcomes, at the employee and unit levels, and negatively impact incidences of sexual harassment and other forms of mistreatment. Their conceptual model also proposed that inclusive leaders foster inclusive work environments that experience lower levels of sexual harassment at the individual and work unit levels. Of interest in the military hierarchical context, they state that, “inclusive leadership is a particular type of leadership that is important when status differences exist in the teams” (p. 438). “In order to eliminate sexual harassment, leaders must address both the overt reification of status differentials that harassment seeks to maintain” (p. 438). Leaders can do this through positive role modelling of inclusive behaviours, such as encouraging and valuing everyone’s unique perspectives.
While we work to increase diversity numbers in the CAF, it is important to understand that diversity, in and of itself, is not sufficient to achieve the potential benefits. Inclusion must be a key component in the equation. Diverse opinions, perspectives, skills, talents, and backgrounds are only capitalized upon when members feel safe and welcomed to contribute. Having a seat at the decision-making table is only beneficial if you also have a voice. Research linking diversity to increased workplace performance has been inconclusive on its own because the key mediating effect of inclusion must be taken into consideration.
That is to say, if employees, in all their diversity, 1) feel safe; 2) feel valued; 3) are being involved and engaged in the work group; and are 4) being embraced for their own authentic selves, the benefits of the diverse work force are more likely to materialize (Ferdman, 2010). If a diverse workplace is not led by inclusive leaders and if there is not an inclusive environment, the benefits from diversity will not be realized to the extent that they could be otherwise. Leaders at all levels have to play a role in ensuring our workplaces are, indeed, inclusive.
So, how can you be more inclusive in your own workplace context? Luckily, the CAF and DND have already made efforts to describe inclusive behaviours, in line with our already-existing CAF competencies, outlined in the CAF Competency Dictionary, and in line with the DND/ public service core competencies. A working group, co-chaired by leaders within Chief of Military Personnel (CMP), chief, Professional Conduct & Development (CPCC), and Assistant Deputy Minister (Human Resources – Civilian) (ADM(HR-Civ)), and with input from Level 1 reps, developed two aide-mémoires, one for CAF members (CAF, 2022) and one for DND civilian employees (DND, 2022b). These list the behaviours relevant to inclusion, and provide fulsome lists of tangible things that you can do to increase your inclusive behaviours in your own workplace context.
Some of these great examples include:
Become an ally; learn about the challenges that your colleagues face, speak up in your own social circles, and amplify the voices of those who may not feel heard.
Ask: Which gender pronoun do you prefer? Asking is a sign of care for the person you are talking to and a way to give them the space to feel comfortable with their identity.(CAF, 2022)
Capitalize on the diverse talents that each individual brings to the team.
Do not make assumptions about someone’s abilities or preferences based on factors such as age, sex, gender, current job. When in doubt, ask.
Be a role model, and remembering that little things matter. Supervisors/leaders need to be seen by subordinates as demonstrating integrity in their day-to-day interactions.
Show a genuine interest in the personal life of your colleagues; get to know them, and acknowledge key events (e.g., birthdays, family, accomplishments) in their lives.
Avoid giving your own opinion first, so that you don’t sway responses.
Be open to feedback and ensure that your subordinates and colleagues feel confident to express themselves without fear of reprisals.
Whether chairing a meeting or participating in one, don’t dismiss or disrespect other people’s contributions. Make sure to be welcoming and open to what they say, regardless of whether or not you are in agreement. Instead of dismissing them, use phrases like I see your point, That’s a new perspective for me, or I’ve never thought about it that way.
Working towards building a more inclusive workplace is a collective responsibility and the whole Defence Team will benefit. As stated in the Chief of Defence Staff/Deputy Minister Initiating Directive for Professional Conduct and Culture (DND, 2021), “diversity, inclusion, and equity must be fostered if we are to maximize the Defence Team’s operational effectiveness.” (para. 7). Indeed!
What actions will you take today to be more inclusive and be a good role model exhibiting these behaviours within your team?
Brown, T.A., Ratwani, K.L.., Key-Roberts, M.J., Simmons, M.J., Toumbeva, T.H., & Nishii, L.H. (2020). Contextualizing inclusion: Developing a framework and measure for a military context. Military Psychology, 32:4, 313-328.
Canadian Armed Forces (CAF). (2022). Aide-mémoire on Inclusive Behaviours and the CAF Competency Dictionary. [accessible only on DND internal DWAN]
Carmeli, A., Reiter-Palmon, R., & Ziv, E. (2010). Inclusive leadership and employee involvement in creative tasks in the workplace: the mediating role of psychological safety. Creativity Research Journal, 22, 250–260.
Chief, Professional Conduct and Culture (CPCC). (2021). Initiating Directive on the Integration of the Measurement of Inclusive Behaviours in the Defence Team. [accessible only on DND internal DWAN]
Chung, B.G., Ehrhart, K.H., Shore, L.M., Randel, A.E., Dean, M.A& Kedharnath, U. (2020). Work group inclusion: Test of a scale and model. Group & Organization Management, 45(1), 75-102.
Ferdman, B. M., Avigdor, A., Braun, D., Konkin, J., and Kuzmycz, D. (2010). “Collective experience of inclusion, diversity, and performance in work groups”. RAM, Revista de Administração Mackenzie, Vol. 11 No. 3, pp. 6–26.
National Defence. (2022b). ADM(HR-Civ) Initiating Directive on Inclusion and Performance. Annex A: Inclusive Behaviours. [accessible only on DND internal DWAN]
Nembhard, I. M., & Edmondson, A. C. (2006). Making it safe: The effects of leader inclusiveness andprofessional status on psychological safety and improvement efforts in health care teams. Journalof Organizational Behavior, 27(7), 941–966.
Perry, E.L., Block, C.J., & Noumair, D.A. (2020). Leading in: inclusive leadership, inclusive climates and sexual harassment. Equality, Diversity and Inclusion: An International Journal, 40(4), 430-447.
Randel, A. E., Galvin, B. M., Shore, L. M., Ehrhart, K. H., Chung, B. G., Dean, M. A., & Kedharnath, U. (2018). Inclusive leadership: Realizing positive outcomes through belongingness and being valued for uniqueness. Human Resource Management Review, 28(2), 190–203.
Shore, L. M., Randel, A. E., Chung, B. G., Dean, M. A., and Ehrhart, & Singh, G. (2011). Inclusion and diversity in work groups: A review and model for future research. Journal of Management, 37(4), 1262–1289.
As I have in some of my previous blog articles, I will share here a small section of my doctoral research on the topic of satisfaction with distance learning (DL) experiences in the Canadian Armed Forces (CAF). Specifically, I will share some quantitative and qualitative findings on CAF members’ perceptions related to work/life balance and their Chain of Command [employer] support in relation to their DL efforts. This research, which was defended in 2020, surveyed a sample of 368 CAF members, with 12 follow-on interviews. These participants had graduated from CAF Professional Military Education programs, both for Officers and Non-Commissioned Members, between the dates of January, 2015 and March, 2018. While CAF members represent a unique population within a unique employment context, I would venture to guess that some of these findings may be relatable in other fields where employees are either obliged or choose to shoulder the burden of continuing with their professional development while being employed full-time.
One issue related to DL satisfaction that emerged strongly in the research data was work/life balance, including DL’s effect on family and personal time, support from the Chain of Command and, specifically, the amount of time that was provided by the Chain of Command for DL studies. For example, when asked about members’ satisfaction with the support they received from the Chain of Command, 71.7% of respondents answered that they were either somewhat or very satisfied, which is quite positive. It must be noted, however, that another 15.8% reported that they were either somewhat or very dissatisfied (n = 358). In response to the following statement: “CAF members who are DL learners are often required to complete their studies while continuing to be responsible for their normal position workload” (n = 368), responses showed high levels of agreement (92.1% agreed, 72.3% strongly agreed).
Further, some members reported not being permitted to use working hours at all for DL or, in other cases, not personally being able to divorce themselves from their heavy workloads to focus on their DL. In response to a question that asked members to comment on the amount of time they were given during working hours for their DL program/course, the top three responses, based on a coding frequency analysis were: 1) time as available; 2) one day per week; and 3) no time at all. This shows that there was a range of realities for members in terms of time provided, but the concerns of those who received “no time” or not enough time, were very pronounced in the qualitative findings. These members who had to, or in some cases, chose to complete their DL on their personal time, sometimes faced difficulties that included physical or mental health issues and distress, and issues with balancing their family responsibilities. They shared with me, as responses to open-ended survey questions and interviews, their various challenges in juggling their workload, their DL studies, and their personal and family life.
This issue was illustrated by a code frequency analysis in response to a question asking members to identify their greatest dissatisfiers with DL. The 3rd most frequent response was balancing their job with DL, and the 5th most frequent response was work/life balance, including family issues. (Of additional interest, other top dissatisfiers identified included: lack of meaningful interactions, technological issues, and issues with the quality of the course design). Further, 36.9% of respondents (n = 363) either agreed or strongly agreed with the statement, “DL increases the chance of burn-out for CAF members.” This may indicate that some members perceive that DL can cause work/life balance issues, potentially through the difficulties that arise from juggling their work, professional development, and other life and family responsibilities. These findings were corroborated by the qualitative data, in that the phrase “burnout” and related discussions arose numerous times.
Correlation analyses between support from the Chain of Command, family, and coworkers with overall DL satisfaction indicated that support from the Chain of Command was significantly correlated with overall DL satisfaction (rs(358) = .294, p < .01). Multiple regression analysis of the support factor, which included support from the Chain of Command, family, and co-workers combined, was shown to have a significant association with overall DL satisfaction. When these three variables were separated out (i.e. support from Chain of Command, family, and coworkers), support from the Chain of Command was found to be the most significant support predictor of overall DL satisfaction.
Presently, some members make agreements with their Chain of Command prior to starting their courses regarding the time they will use during working hours to complete their DL. This could be a helpful strategy, given that 68.5% of respondents (n = 368) agreed or strongly agreed with the statement: “Establishing Learning Contracts to be signed by CAF members and their supervisors assigning permitted hours per week for the DL course should be a requirement for all learners of DL courses.”
The qualitative data supported the quantitative findings in that some members shared their stories of working long hours between their heavy workplace commitments and DL course loads. Others shared their stories of trying to juggle their work and DL commitments and how this caused strain on their family situations. Still others suggested that perhaps time away from work duties should be a mandatory requirement to allow members to have a more focused and valuable learning experience. Further, some members suggested that if the CAF were to ensure further availability of quiet work-spaces or computer labs on all bases, away from the regular workplace, it could be beneficial and allow members to better concentrate on DL courses with fewer interruptions.
Mandating an amount of time to CAF students, outside of the normal workplace and in line with the time required for effective learning to take place during DL, could be considered for all mandatory training and education. Ensuring that the Chain of Command is made aware that a certain amount of time is required, that regular tasks may need to be delayed or be reassigned, and that it is their responsibility to encourage members to take the time required and prioritize their learning appropriately could increase student satisfaction and positive learning outcomes within DL experiences.
Balancing a full workload with various training and educational pursuits can be challenging, both in the CAF and, I suspect, in any workplace. Frank, open discussions between employee and employers and re-prioritization of time and tasks can sometimes help alleviate issues related to a heavy workload. As one research participant stated, “You can’t burn the candle at both ends.” Indeed! You may try, for a time (as I have!), but it tends not to be a sustainable way of living in the long run.
If you would like to see further details on my research, such as research methodology and full findings, please see the link below.
Once again, thank you to the survey and interview participants who took part in this research.
Prior to discussing andragogy, it would be worthwhile to define it. According to Merriam-Webster, andragogy is “the art or science of teaching adults” (n.d.). This is, of course, linked to the more commonly used word “pedagogy,” which is a more general term and often used in reference to teaching children. In Greek, these terms could be translated as man-leading, versus child-leading.
There has been much discussion in the field about how andragogy, or adult education, differentiates itself from pedagogy. Interestingly, this was the central point of debate all the way back in 1957 during a gathering of Adult Education professors from the United States and Canada. Abbott Kaplan started the debate off with a key question. He asked his fellow professors, “What is the content, the essential ingredient of adult education, that marks it off from other fields or disciplines?” (Commission of Professors of Adult Education meeting, 1957, p. 16). An interesting discussion followed and yielded valuable consensus regarding how to define adult education.
Adult Education has had many names as, indeed, it has existed as long as humans have been learning. Originating from the word “Andragogik,” Alexander Kapp, a German high school teacher, seems to have first used this word in 1833. He used it to explain adult education and that “learning not only happens through teachers, but also through self-reflection and life experience” (Reischmann, 2005, p. 59). These ideas about andragogy have resurfaced again and again in the history of adult education. Malcolm Knowles, a name well-known in the field of adult education, also used the word andragogy. In fact, he wrote an early article on the subject named, “Andragogy, Not Pedagogy” (1968). In it, he showed his strong views that Adult Education must be considered as separate and different than education for children and youths” (Reischmann, 2005, p. 60).
This leads us to the obvious question, what are the differences between education for adults and education for children? Four main points are outlined by Eduard Lindeman, which were more recently expanded upon by Stewart (1987). These four points of difference are common ones that Adult Educators have discussed and debated for many years. Lindeman outlined these points in 1926 and many of the same points were brought up in the Commission of Professors of Adult Education meeting which was held on April 26, 1957.
Point 1: Adult Education Continues Through the Life Span
The first point that Lindeman made, in differentiating adult education, was that “Education is life – not a mere preparation for an unknown kind of future living” (Stewart, 1987, p. 103). For Lindeman, it was important to understand that education is not simply something that one does in order to prepare for life. Education is something that continues throughout the life span. It seems that the attendees at the 1957 meeting mainly agreed with him as various definitions of Adult Education that were listed in the commission’s report include references to Adult Education as a life-long pursuit. One of those definitions says, “Adulthood involves a large part of life; therefore, adult education includes the larger portion of life-long learning” (Commission of Professors of Adult Education meeting, 1957, p. 61). In short, education is for life, and not simply something that one does in preparation for life.
Point 2: Adult Learning Goes Beyond Vocational and Academic
The second point of Lindeman, as described by Stewart (1987), was that “adult education revolves around nonvocational ideals” (p. 103). Lindeman felt that there was a lot of pressure for young adults to learn a vocation to fit into a certain job that needed to be filled. He believed that Adult Education was not education that was centered on vocations but education that went beyond that; it was education that gave meaning to the person’s life (Stewart, 1987, p. 106). He believed that it was a real threat that “the unbalanced application of vocational education [would] produce generations of empty people” (Stewart, 1987, p. 106). Stewart built on this statement by adding that “adult education revolves around nonvocational and nonacademic ideals” (p. 111). Adult Education can happen in places beyond institutions, both beyond academic and vocational institutions.
Other professors of Adult Education agreed with Lindeman and Stewart on this point. A definition from the report by the Commission of Professors of Adult Education meeting stated that adult education is “not usually a part of a predetermined sequence of requirements,” and that it is, “focused upon the learner’s changing interests and problems” (1957, p. 62). Another definition from that meeting points out that adult education can be in the community and include, “all those organized and/or directed educational activities in which adults engage” (p. 61).
Point 3: Adult Educational is Rooted in Real-Life Situations
The third point made by Lindeman was that “the approach to adult education will be via the route of situations, not subjects” (Stewart, 1987, p. 103). As children in the formal schooling system are taught by subjects, Adult Education would not necessarily fit into this type of model. Adult education would be based upon real-life situations and real-life needs for learning. A strict curriculum would do nothing to aid an adult learner. The curriculum should be life, and adult education, “derives its contents from individual and group needs” (Stewart,1987, p. 107).
Malcolm Knowles posited, during the meeting of 1957: “Isn’t this basic difference [between andragogy and pedagogy] the setting in which adults learn and this setting for adult learning is not typically the classroom but some life process they are going through – and this requires a different methodology” (Commission of Professors of Adult Education meeting, 1957, p. 21). This point was a strong point in the debate and it supported the idea that a unique theory was, indeed, necessary for Adult Education. Adults learn in many types of broader situations, other than the traditional classroom situation in which confined subjects are taught.
Point 4: Adult Education is Experience-Based
The fourth and final point about Adult Education by Lindeman is that “the resource of highest value in Adult Education is the learner’s experience” (Stewart, 1987, p. 103). This is a very important aspect of Adult Education and, according to some, sets Adult Education apart from education for children. All adults have their own unique life experiences from which they have learned and which can also inform their future learning. Lindeman states that experience is, in fact, “the adult learner’s living textbook” (as cited in Stewart, 1987, p. 108). The adult learner’s past experiences need to be taken into consideration when new situations present themselves and it is through new experiences that many adults learn the most. I know that this has often been the case for me!
In a debate during the 1957 Commission of Professors of Adult Education meeting, this point came up as another way to differentiate andragogy from pedagogy. In speaking about Adult Education, Hendrickson told his colleagues to consider, “the ways in which you can capitalize on adult experience. This is something you can’t do with children; they just haven’t lived enough” (Commission of Professors of Adult Education meeting, 1957, p. 19). Kreitlow, however, disagreed and replied that, “the use of experience is something you start in kindergarten” (p. 20). They did, however, agree that the degree of experiences that one could draw on was very different and so, therefore, this is a significant difference between adult education and child education. Lindeman also made the point that the adult learner and the instructor/facilitator are both learning from the experience of Adult Education. He reminds us that teachers are those, “who are also searchers after wisdom and not oracles” (as cited in Stewart, 1987, p. 108). Indeed, that is a great line for instructors to reflect upon.
Knowles’ Six Assumptions about Adult Learning
Malcolm Knowles, who worked under Lindeman in his earlier days and whose name is now often associated with Andragogy, continued on this important work in the years following the decisive meeting in 1957. Knowles worked to develop a theory of adult learning and further refined the particularities of Adult Education into six main assumptions, as quoted from Chan (2010), p. 27-28:
Self-Concept: Adult learners are self-directed, autonomous, and independent.
Role of Experience: Repository of an adult’s experience is a rich resource for learning. Adults tend to learn by drawing from their previous experiences.
Readiness to Learn: Adults tend to be ready to learn what they believe they need to know.
Orientation to Learning: Adults learn for immediate applications rather than for future uses. Their learning orientation is problem-centered, task-oriented, and life-focused.
Internal Motivation: Adults are more internally motivated than externally.
Need to Know: Adults need to know the value of learning and why they need to learn.
Based on the definitions of Adult Education described at the 1957 Commission of Professors of Adult Education meeting, and then further refined by Malcolm Knowles, do these particularities of Andragogy ring true to you in relation to your experiences as an adult learner? If you are an instructor, are you, indeed, engaging in andragogy with your adult learners? As an educator or designer/developer, are you taking into consideration and incorporating Malcolm Knowles’ six main assumptions of andragogy in your efforts to facilitate effective adult learning?
Commission of Professors of Adult Education meeting, April 26, 1957, in Malcolm Knowles Papers, CPAE, box 18, October 1957, Syracuse University Archives.
Reischmann, J. (2005). Andragogy. In L. English (Ed.), International Encyclopedia of Adult Education (pp.58-63). New York: Palgrave Macmillan.
Stewart, D. (1987). What adult education means: Discovering and rediscovering the concept of andragogy. In D. Stewart, Adult learning in America: Eduard Lindeman and his agenda for lifelong education (pp. 103-112). Malabar, Florida: Robert Krieger Publishing.
As many before me have, after reaching a certain age or a certain level of success, I’ve been contemplating the term, “self-actualization.” We often associate this elusive state with Abraham Maslow’s Hierarchy of Needs. I, as many others, learned about this psychological developmental level in Psych 101 at ~ the age of 19. As I age, this lofty goal of reaching self-actualization has often left me wondering: “Am I there yet?” If I’m not, how and when will I achieve this Nirvana? What will self-actualization look like for me and would I recognize it if I was there? Is it even possible to attain?
Let me remind you of the theory behind self-actualization since Psych 101, for many of us, was a relatively long time ago!
Self-actualization is a term that has been raised in philosophical and psychological discussions for millennia. It has had different names over history but the general idea behind it has remained the same. The Merriam-Webster dictionary defines self-actualization as, “to realize fully one’s potential” (2022). What it means to “realize fully one’s potential,” and how one goes about achieving this level in development are two questions that have surely been explored during many philosophical and psychological discussions throughout history. William Sahakian (1975) claims that the idea of self-actualization can be found all the way back in Aristotle’s teachings and that Aristotle is, in fact, the founder of this important theory.
I will trace for you the theory of self-actualization from Aristotle who believed that self-actualization is found in goodness, to Immanuel Kant who believed that self-actualization is found through moral virtue, to William James who believed that that self-actualization is found through fulfilling our three different selves (material, social, and spiritual) and finally, to Abraham Maslow who believed that self-actualization is found through first satisfying each of the lower levels of needs, as shown in the well-known hierarchy of needs below. We will see that each of these great thinkers strove to understand how one can reach their fullest potential and how the idea of self-actualization was shaped and presented over history.
Aristotle’s eudaimonia(which roughly translates to self-actualization)
Aristotle (384-322 BC) believed that self-actualization is sought out by the soul and if the individual does not reach self-actualization, “frustration or misery results” (Sahakian, 1975, p. 9). Aristotle believed that it was in man’s nature to seek out pleasure but that, in doing so, man should seek out good. Good, in the end, is what makes a man most happy and fulfilled. All pleasure must be sought after in moderation since it is often the nature of man to overindulge and this does not lead to goodness and virtue. Humans, Aristotle pointed out, have a capacity to reason and logic unequaled by other animals. The development of this aptitude is one way in which we can further seek the good and further fulfill our desires towards self-actualization (Viney & King, 1998).
For Aristotle, it was clear that good is what all humans should want and it is that which will make each person feel the most fulfilled. We, as humans, therefore, all start as children who work through years of development aiming and striving towards perfection and that which will make us feel most self-actualized. Aristotle pointed out four factors that could contribute to this achievement, which he called eudaimonia, which in Greek means a sense of flourishing or a sense of well-being, or, for the sake of comparison, self-actualization. These four are: 1) habit, 2) social supports, 3) freedom of choice, and 4) individual differences (Viney & King, 1998). Aristotle believed that creating good and ethical habits could in fact contribute to our happiness in life, and therefore self-actualization. A famous quote by Aristotle states that, “Excellence is an art won by training and habituation. We do not act rightly because we have virtue or excellence, but we rather have those because we have acted rightly. We are what we repeatedly do. Excellence, then, is not an act but a habit.” (as cited in Johnson, 2004, p.51). Such a great and powerful line to take to heart!
Social supports are also important to Aristotle in contributing to a person’s happiness. He stated that one is more likely to be happy if one has children, family and/or friends around them. Also, those who have a higher level of freedom of choice will be free to make decisions about their own lives and this raises the chance of each person making decisions that can lead them towards their own happiness. Individual differences are also important in the drive towards self-actualization. Some people are naturally more apt to choose moderation in their actions while others will always go to extremes, not taking deliberate decisions. The individual differences that vary one person to the next will influence their likely level of happiness in life, and therefore, their level of self-actualization (Viney & King, 1998).
Kant’s View of Self-Actualization
Immanuel Kant (1724-1804) also presented his views of the subject of self-actualization, although his views were quite different. For Kant, the idea of moral virtue was more important than happiness. When an individual denies his own natural selfishness and weaknesses, and follows the moral duties that he knows are right, then he will feel free, and this freedom will lead to self-actualization. Duty and selflessness without any expectation of a reward are necessary for moral virtue. Denying one’s own personal desires in order to serve others is necessary for the fulfillment of an individual and is necessary for one to reach their true potential. Seeking out one’s own happiness, in fact, achieves the opposite effect (Younkins,1998). “Virtue is some sort of excellence of the soul” (Johnson, 2004) and when one reaches this excellence of the soul, one can be said to be self-actualized.
Living a moral life and following the duties that are categorical imperatives in our society is the key, according to Kant, as to how we can feel more fulfilled and reach the highest levels of self-actualization in our lives. Searching out happiness for ourselves will never lead to self-actualization since we must put society and the good of others ahead of ourselves in order to achieve moral virtue and to achieve true satisfaction within.
James’ Interpretation of Self-Actualization
Williams James (1842-1910) also spoke of self-actualization in his theories. James believed that there were three levels of human needs. These levels, he hypothesized, were material needs, social needs, and spiritual needs (Huitt, 2004). Material needs of the person include clothes, shelter, and safety. The social needs we experience include recognition, esteem, and belonging. Spiritual needs are not necessarily related to religion and could be considered as psychological needs. The spiritual needs are personal and intimate where the material and social needs are outward (Viney & King, 1998).
There are often conflicts between the three selves, James concluded. Often decisions have to be made as to where our energies will be focused as we attempt to achieve our potential selves. Our potential selves are different to each person, for example, one person may wish to achieve their potential in terms of wealth, fitness, or intelligence. One may not be able to achieve all of these potential selves and, therefore, will have to make decisions as to which potential self the person will achieve and which they will leave behind, balancing between a dream and what can be a reality. Reaching self-actualization in one of these areas may come at the expense of another area (Viney & King, 1998). The person, therefore, can seek to fulfill the potential of the selves, whether it is the material self, the social self, or the spiritual self, depending on where the individual decides to put their focus and energy (Viney & King, 1998).
Maslow’s Hierarchy of Needs, including Self-Actualization as the Pinnacle
Abraham Maslow (1908-1970) is probably the psychologist best known for his theories regarding self-actualization. Maslow’s theory of motivation, which is known as Maslow’s Hierarchy of Needs, is well known and is commonly referred to. Maslow believed that people are basically good and that we all are strive to be healthy, happy individuals and that our nature is to continually attempt to reach our potential. Therapy was one way that an individual who was having problems reaching their potential could find help and this was, in his opinion, the main reason why therapy exists.
Maslow began to contemplate a hierarchy of needs while he was studying monkeys. He saw that the monkeys would act on the most pressing and urgent needs before other needs. For example, the monkey would act on getting water before he would act on getting food. Water is, of course, a more pressing need than food since one can not exist without water for more than a few days but may be able to exist for weeks without food. If oxygen was suddenly taken away, the entire animal’s focus would shift towards this and away from the effort to get food or water. Maslow realized that some needs have priority over others, whether we are discussing monkeys or humans (Boeree, 1998). These ideas led Maslow to come up with his theory of the hierarchy of needs.
In Maslow’s hierarchy, there are five levels of needs. Each level must be satisfied before the individual will shift their attention to the next level and attempt to fulfill it. The first and most basic level of needs is the physiological level. In this level, the individual seeks to fulfill basic physiological needs such as water, food, sleep, and a proper temperature. These needs must be met and, until they are, the further steps are of little concern to the person (Boeree, 1998).
The next level in Maslow’s hierarchy of needs is for safety-related needs. The individual who has fulfilled the first level will next try to fulfill the needs of safety, security, and stability. One will look to have a safe place to live, money in the bank for emergencies, and a secure job. These needs must be met, or mostly met, before the individual will typically focus on attaining the needs found in the third level, which includes the needs of belonging (Boeree, 1998).
The belonging level includes such things as love, affection and social ties to others. These needs may show themselves through family, friends, coworkers, or a spouse. Maslow contends that when one is starving or dying of thirst, love and marriage are not often on the individual’s mind (Boeree, 1998). On the other hand, one “may forget that once, when he was hungry, he sneered at love as unreal or unnecessary or unimportant” (Maslow, 1954, p. 89). When these needs for belonging are met, the individual will look towards the next level of needs, the esteem needs.
The esteem needs are the next level on Maslow’s hierarchy of needs. This level includes things such as a feeling of worth, self-respect and competence. Maslow believed that this level had two versions, a higher and a lower version of esteem needs. The lower version is the need for respect from others, which comes through fame or status or recognition or attention. The higher version is the need for self-respect. This is the higher version because when one achieves self-respect, the individual is more likely to keep it while respect from others can come and go (Boeree, 1998).
The top level of Maslow’s hierarchy of needs brings us back to the topic of self-actualization. When all of the other levels of needs are sufficiently taken care of, Maslow believed that an individual will feel a desire to become more, to reach their full potential. This, of course, means different things for different individuals depending on what that individual is capable of doing and capable of being. According to Maslow, self-actualization is, “the intrinsic growth of what is already in the organism, or more accurately, of what the organism is” (Maslow, 1954). In other words, one may be self-actualized by being a dancer, by being a philosopher, by being an artist, by being a scientist, or by reaching one’s full potential in any area. These levels of self-actualization, do not normally show themselves until the first four levels of needs have been met (Viney & King, 1998).
Maslow put much thought into what a self-actualized person would be like, what qualities they would have, and what would differentiate them from others. He even made a list of people he knew and people who were famous, both alive and deceased, that he would consider self-actualized. William James, who was discussed earlier, was one of the people that Maslow believed had probably reached self-actualization. Other notable people that he mentioned that were probably self-actualized individuals were Albert Einstein, Eleanor Roosevelt, Abraham Lincoln, Thomas Jefferson, and George Washington (Viney & King, 1998).
Some of the qualities that self-actualized people had, according to Maslow, were that they were realistic, they accepted themselves as they were, they were problem-centered, they were spontaneous, they were autonomous, they could be alone and not be lonely, they were creative, they were aware of their imperfections, they had a fresh appreciation of people and things, they had values, and they had gone through “peak experiences.” These “peak experiences” were moments when that person had “feelings of limitless horizons… so that the subject was to some extent transformed and strengthened even in his daily life by such experiences” (Maslow, 1970, p.164). Maslow did not feel that people who had reached the level of self-actualization were perfect. He, in fact, even made a list of the imperfections that could be seen in those of whom he considered self-actualized. Some of these imperfect traits that he noticed were absentmindedness, coldness, and suffering from guilt (Viney & King, 1998).
One popular criticism of Maslow’s theories about self-actualization is that it makes an individual’s fulfillment dependent on their self-centeredness. One must turn inward and focus on themselves to be self-actualized instead of focusing on the common good. This opposes the road to self-actualization that was described earlier as was taught by Immanuel Kant who said that self-actualization comes through focusing on the common good, or on moral virtue. Maslow, however, saw no reason why one could not be both self-actualized and value the common good (or not!) (Viney & King, 1998).
I invite you to reflect: Is seeking the common good, finding happiness in life, and fulfilling our desires required for self-actualization, as Aristotle posited? Is social duty, moral virtue, selflessness, and an “excellence of the soul” required to achieve self-actualization, as Kant believed? Do we need to choose where to put our energy to further either material, social, or spiritual self-actualization, as considered by James? Must we achieve all four of the more base levels of needs (physiological, safety, belonging, and esteem) prior to achieving self-actualization, as theorized by Maslow?
Where are you on this theoretical road to self-actualization? What does that look like for you? Some may strive towards self-actualization through their work, through their studies, through their art, or through attaining gray-haired wisdom. We have seen some who excelled in their careers who then turned to philanthropy who seem to be further searching for self-actualization.
When I was young and starting out in the world, the basics such as food and rent had to be met and that consumed much of my energy and attention. Today, I have reached certain career, family, and academic goals, but I believe I am still on my path towards self-actualization. I am unsure of where and when I will find it, or if it is actually an end-point at all. To all of you who, like me, are still questioning and striving, strive on! Question, evaluate, and periodically re-evaluate your path, and rest assured, you are not alone. I wish you all the best on your journey to self-actualization – whatever that means for you.
Some years back, I read a report out of the Strategic Studies Institute and U.S. Army War College Press that really impacted me and has lingered in my mind ever since. Lying to Ourselves: Dishonesty in the Army Profession, published in 2015 and written by Dr Leonard Wong and Dr Stephen Gerras, is a frank account of how members can become ethically numb, and, therefore, react dishonestly in the face of ever-growing and cumulative loads placed on the forces. These overwhelming workloads can include things like mandatory training, reporting requirements, data requests, compliance checks, personnel evaluation reporting, and the list can go on and on.
Although this report focused on the United States Army and gathered qualitative data from its members, I suggest that my Canadian colleagues reflect on the points presented in this blog article, and then perhaps read the full report, to see if any of these points are relatable in the Canadian Armed Forces (CAF) context. If so, what should/could be done about a culture of dishonesty?
Truth as an Important Aspect of our CAF Ethos
Military professionals will most often consider themselves to be truthful and honest. Our military ethos calls for it. In the summary of Duty with Honour: The Profession of Arms in Canada(2003), it states that integrity, “calls for honesty, truthfulness, uprightness, the avoidance of deception…” (p. 17). In the new Canadian Armed Forces Ethos: Trusted to Serve (2022), it points out that “a person with integrity is truthful, strong of character and reliable,” (p. 25) and that integrity requires, “pursuing truth regardless of personal consequences” (p. 24). Our professed value in the truth is even shown in the motto of the Royal Military College: “Truth– Duty- Valour.”
The reality that was shown through this qualitative research with the US Army, which can be hard to hear or accept, is that impossible deadlines, the deluge of reporting requirements, the inundation of directives from above, and so much mandatory training is often difficult, if not impossible, to fit into the schedule. These examples can sometimes lead to, what members may tell ourselves, are white lies for the greater good. Add in a culture of “Yes, Sir!”, “Yes, Ma’am!” and “no-fail” and it can be the perfect set-up for dishonesty to become the norm and, therefore, for members to constantly have to choose between lying or standing out from the crowd to be truthful. This, in the military culture, can lead to scorn from their colleagues and supervisors and potentially hurt their advancement (e.g. being the only one who is unable to report 100% compliance in X,Y,or Z).
Some applicable key words found in the report, that may or may not ring a bell, include: “hand-waving”, “fudging the numbers”, “massaging the truth”, “checking the box’, “pencil-whipping it,” “bending the truth, “giving them [leaders] what they want”. One member stated that “You gotta make priorities, we met the intent, or we got creative” (Wong & Gerras, 2015, p. 8). In “feeding the beast” with inaccurate statistics, in reporting 100% compliance when 85% would be more accurate, when signing that a personnel briefing took place when it did not, when reporting that unit members have completed mandatory training when, actually, time did not allow, when filling in colorful PowerPoint slides with questionable numbers, many lead to members experiencing “ethical fading.” Ethical fading occurs when the “moral colors of an ethical decision fade into bleached hues that are void of moral implications. Ethical fading allows us to convince ourselves that considerations of right or wrong are not applicable to decisions that in any other circumstances would be ethical dilemmas” (Wong & Gerras, 2015, p. 17). This can lead to ethical numbness and then, at that point, we must question whether dishonesty will grow beyond trivial small “numbers fudging” to more monumentally dishonest acts.
The report lists various examples related to training, compliance, finances, and actions taken during operations related to reporting. Being a Training Development Officer (TDO), I was reminded of the dishonesty of acquiring a course certificate from merely flipping through e-learning pages and not applying oneself to actually learning the content. The report shared a situation where one of the “smart” members sat down at a computer and quickly completed the course and printed the certificate for all nine section members. Another example included a Sergeant printing off course completion certificates for the whole team, knowing full well that the training had not been given.
As I am presently working at the Chief, Professional Conduct & Culture, I am especially disturbed by the following example:
“One captain spoke of trying to complete mandatory Sexual Assault Prevention and Response Program (SHARP) training:
We needed to get SHARP training done and reported to higher headquarters, so we called the platoons and told them to gather the boys around the radio and we said, ‘Don’t touch girls.’ That was our quarterly SHARP training.” (Wong & Gerras, 2015, p. 13)
Again, this example took place in the US Army, but it is worth reflecting on. In a situation where mandatory training requirements are so heavy that there is physically not enough time in the day to complete them, along with the avalanche of other administrative responsibilities that are continually passed down from the highest levels, is this example a common result? “It [the US Army] is excessively permissive in allowing the creation of new requirements, but it is also amazingly reluctant to discard old demands” (Wong & Gerras, 2015, p. 18). This may or not be relatable to the CAF context but, in my opinion, it is worth some consideration.
What Can Be Done?
So, how do the authors of this report suggest moving beyond dishonesty in the profession?
1) Acknowledge the Problem– We should discuss these things openly and honestly without fear of reprisal. Leaders should lead the discussion. They should admit that they know these things happen at all levels from their own experiences.
2) Exercise Restraint– Restraint must be given towards the number of no-fail tasks and #1 priorities. Workload must actually be accomplish-able. Mandatory training and new directives can come from all directions at all different levels and leaders must “shoulder the burden of prioritizing” (Wong & Gerras, 2015, p. 30). Leaders must also consider what is actually required and valuable in terms of reporting and, then, prioritize appropriately. If everything is vital, then nothing is. Perhaps 100% compliance, for example, is not realistic in a given context and 85% compliance could actually be an acceptable risk. If a legacy requirement is no longer important, consider getting rid of it. Also, if the requirement is important, ensure that the member providing information, completing the training, or checking whatever box, understands why it is important. If the importance is understood, it should decrease dishonest reporting or the fudging of numbers.
3) Lead Truthfully – Leading truthfully could include “speaking truth to power” while insisting that training module X,Y, or Z is not worth being mandatory training for the whole organization. Leading truthfully informs subordinates that accurate reporting is more important that achieving 100%.
In terms of reflections, do we, in the CAF, condone dishonesty or perhaps even expect dishonesty in some circumstances/situations? Are we generally overwhelmed with the deluge of requirements that seem impossible to meet? Do our members and leaders sometimes face the feeling of dissonance that comes with needing to “feed the beast” bogus &/or inaccurate information in a time crunch, all the while feeling the need to maintain a self-identity of “a person with integrity [who] is truthful, strong of character and reliable,” (DND, 2022, p. 25) as required by our CAF Ethos. Does this report describe merely a problem within the US Army, or are there aspects of this report that ring true and relatable for you within the CAF context?
I hope I have given you some good food for thought and that I have done justice in summarizing this excellent report. If you have found this topic interesting, I highly recommend that you take the time to read and reflect on the full report: Lying to Ourselves: Dishonesty in the Army Profession