Final Report - Workforce Competencies for Psychosocial Rehabilitation Workers:

A Concept Mapping Project


Project conducted for

The International Association of Psychosocial Rehabilitation Services
Albuquerque, New Mexico
November 11-12, 1993

William M.K. Trochim
Cornell University

Judith Cook
Thresholds National Research and Training Center on Rehabilitation and Mental Illness

Contents
  1. Introduction
  2. Preparation
  3. Generation
  4. Structuring
  5. Representation
  6. Interpretation
  7. Utilization
  8. References
Introduction

The International Association of Psychosocial Rehabilitation Services (IAPSRS) has as one of its primary missions the task of developing Psychosocial Rehabilitation (PSR) as a professional discipline. To that end, they have for several years been working towards the development of a comprehensive set of workforce competencies that could be utilized as standards in the certification of PSR workers. This task has become even more pressing in view of the national efforts to develop comprehensive health insurance coverage in the United States (The White House Domestic Policy Council, 1993). It is essential that professional standards for PSR be clearly delineated if PSR is to be included as a service that is covered under national health insurance.

In recent years, there have been a several efforts to elucidate PSR workforce competencies or competencies for related endeavors that might be relevant (Curtis, 1993; Friday and McPheeters, 1985; Jonikas, 1993; IAPSRS Ontario Chapter, 1992). To move the process along, IAPSRS contracted with the Thresholds Research and Training Center on Rehabilitation and Mental Illness to: a) review the literature on PSR competencies and develop a paper that integrated that literature; and b) conduct a concept mapping project with a selected national group of PSR experts designed to elucidate a comprehensive framework of competencies. The Jonikas (1993) document constituted the literature review. This report describes the concept mapping project that was undertaken.

Concept mapping is a process that can be used to help a group describe its ideas on any topic of interest (Trochim, 1989a). The process typically requires the participants to brainstorm a large set of statements relevant to the topic of interest, individually sort these statements into piles of similar ones and rate each statement on some scale, and interpret the maps that result from the data analyses. The analyses typically include a two-dimensional multidimensional scaling (MDS) of the unstructured sort data, a hierarchical cluster analysis of the MDS coordinates, and the computation of average ratings for each statement and cluster of statements. The maps that result show the individual statements in two-dimensional (x,y) space with more similar statements located nearer each other, and show how the statements are grouped into clusters that partition the space on the map. Participants are led through a structured interpretation session designed to help them understand the maps and label them in a substantively meaningful way.

The concept mapping process as conducted here was first described by Trochim and Linton (1986). Trochim (1989a) delineates the process in detail and Trochim (1989b) presents a wide range of example projects. Concept mapping has received considerable use and appears to be growing in popularity. It has been used to address substantive issues in the social services (Galvin, 1989; Mannes, 1989), mental health (Cook, 1992; Kane, 1992; Lassegard, 1993; Marquart, 1988; Marquart, 1992; Marquart et al, 1993; Penney, 1992; Ryan and Pursley, 1992; Shern, 1992; Trochim, 1989a; Trochim and Cook, 1992; Trochim et al, in press; Valentine, 1992), health care (Valentine, 1989), education (Grayson, 1993; Kohler, 1992; Kohler, 1993), educational administration (Gurowitz et al, 1988), and theory development (Linton, 1989). Considerable methodological work on the concept mapping process and its potential utility has also been accomplished (Bragg and Grayson, 1993; Caracelli, 1989; Cooksy, 1989; Davis, 1989; Dumont, 1989; Grayson, 1992; Keith, 1989; Lassegard, 1992; Marquart, 1989; Mead and Bowers, 1992; Mercer, 1992; SenGupta, 1993; Trochim, 1985 , 1989c, 1990).

The concept mapping process involves six major steps:


1 Preparation

2 Generation

3 Structuring

4 Representation

5 Interpretation

6 Utilization


This report presents the results of the project in sequential order according to the six steps in the process.

Preparation

The preparation step involves three major tasks. First, the focus for the concept mapping project must be stated operationally. Second, the participants must be selected. And, third, the schedule for the project must be set.

The Focus for the Concept Mapping

In concept mapping, the focus for the project is stated in the form of the instruction to the brainstorming participant group. For this project this instruction was operationalized as:

Generate statements (short phrases or sentences) that describe specific workforce competencies for psychosocial rehabilitation practitioners.

In most projects there is a secondary focus that relates to the ratings of the brainstormed statements. This focus is also stated in its operational form and, for this project, was:

Using the following scale, rate each competency for its relative importance for high-quality service delivery.

1

relatively less important

2

somewhat
important

3

moderately
important

4

very
important

5

extremely
important

The Participants

Twenty-one people participated in the concept mapping process. They were purposively selected to represent a broad range of PSR experiences and schools of thought. They included the Director of IAPSRS, the Chair of the committee responsible for developing competencies and several members of the IAPSRS Board of Directors. Several participants were affiliated with the leading national centers for PSR. There were several consumers of PSR services.

The Schedule

The concept mapping project was scheduled for two consecutive days. It began on Thursday, November 11th at 2pm. Between 2 and 6 pm the generation and structuring steps were accomplished. The representation step (i.e., the data entry, analysis and production of materials for interpretation) was completed by the co-facilitators (Trochim and Cook) during the evening of November 11th. The Interpretation step was accomplished from 9 to 12 am on Friday, November 12th. Participants were given a two-hour lunch during which they could skim four documents that attempted to delineate competencies in PSR or related areas (Curtis, 1993; Friday and McPheeters, 1985; Jonikas, 1993; IAPSRS Ontario Chapter, 1992). The Utilization step was accomplished on Friday afternoon from 2 to 5 pm.

 

Generation

The generation step essentially consists of a structured brainstorming session (Osborn, 1948) guided by a specific focus prompt that limits the types of statements that are acceptable. The focus statement or criterion for generating statements was operationalized in the form of the instruction to the participants given above. The general rules of brainstorming applied. Participants were encouraged to generate as many statements as possible (with an upper limit of 100); no criticism or discussion of other's statements was allowed (except for purposes of clarification); and all participants were encouraged to take part. The group brainstormed ninety-six statements in approximately a forty-five minutes.

The complete listing of brainstormed statements is given in Table 1. Participants were given a short break while the statements were printed and duplicated for use in the structuring stage.

Structuring

Structuring involved two distinct tasks, the sorting and rating of the brainstormed statements. For the sorting (Rosenberg and Kim, 1975; Weller and Romney, 1988), each participant was given a listing of the statements laid out in mailing label format with twelve to a page and asked to cut the listing into slips with one statement (and its identifying number) on each slip. They were instructed to group the ninety-six statement slips into piles "in a way that makes sense to you." The only restrictions in this sorting task were that there could not be: (a) N piles (in this case 96 piles of one item each); (b) one pile consisting of all 96 items; or (c) a "miscellaneous" pile (any item thought to be unique was to be put in its own separate pile). Weller and Romney (1988) point out why unstructured sorting (in their terms, the pile sort method) is appropriate in this context:

The outstanding strength of the pile sort task is the fact that it can accommodate a large number of items. We know of no other data collection method that will allow the collection of judged similarity data among over 100 items. This makes it the method of choice when large numbers are necessary. Other methods that might be used to collect similarity data, such as triads and paired comparison ratings, become impractical with a large number of items (p. 25).

After sorting the statements, each participant recorded the contents of each pile by listing a short pile label and the statement identifying numbers on a sheet that was provided. For the rating task, the brainstormed statements were listed in questionnaire form and each participant was asked to rate each statement on a 5-point Likert-type response scale in terms of the relative importance of each competency as stated above. Because participants were unlikely to brainstorm statements that were totally unimportant with respect to PSR, it was stressed that the rating should be considered a relative judgment of the importance of each item to all the other items brainstormed.

This concluded the structuring session.

Representation

In the representation step, the sorting and rating data were entered into the computer, the MDS and cluster analysis were conducted, and materials were produced for the interpretation step.

The concept mapping analysis begins with construction from the sort information of an NxN binary, symmetric matrix of similarities, Xij. For any two items i and j, a 1 was placed in Xij if the two items were placed in the same pile by the participant, otherwise a 0 was entered (Weller and Romney, 1988, p. 22). The total NxN similarity matrix, Tij was obtained by summing across the individual Xij matrices. Thus, any cell in this matrix could take integer values between 0 and 11 (i.e., the 11 people who sorted the statements); the value indicates the number of people who placed the i,j pair in the same pile.

The total similarity matrix Tij was analyzed using nonmetric multidimensional scaling (MDS) analysis with a two-dimensional solution. The solution was limited to two dimensions because, as Kruskal and Wish (1978) point out:

Since it is generally easier to work with two-dimensional configurations than with those involving more dimensions, ease of use considerations are also important for decisions about dimensionality. For example, when an MDS configuration is desired primarily as the foundation on which to display clustering results, then a two-dimensional configuration is far more useful than one involving three or more dimensions (p. 58).

The analysis yielded a two-dimensional (x,y) configuration of the set of statements based on the criterion that statements piled together most often are located more proximately in two-dimensional space while those piled together less frequently are further apart.

This configuration was the input for the hierarchical cluster analysis utilizing Ward's algorithm (Everitt, 1980) as the basis for defining a cluster. Using the MDS configuration as input to the cluster analysis in effect forces the cluster analysis to partition the MDS configuration into non-overlapping clusters in two-dimensional space. There is no simple mathematical criterion by which a final number of clusters can be selected. The procedure followed here was to examine an initial cluster solution that on average placed five statements in each cluster. Then, successively lower and higher cluster solutions were examined, with a judgment made at each level about whether the merger/split seemed substantively reasonable. The pattern of judgments of the suitability of different cluster solutions was examined and resulted in acceptance of the fifteen cluster solution as the one that preserved the most detail and yielded substantively interpretable clusters of statements.

The MDS configuration of the ninety-six points was graphed in two dimensions and is shown in Figure 1. This "point map" displayed the location of all the brainstormed statements with statements closer to each other generally expected to be more similar in meaning. A "cluster map" was also generated and is shown in Figure 2. It displayed the original ninety-six points enclosed by boundaries for the eighteen clusters.

The 1-to-5 rating data was averaged across persons for each item and each cluster. This rating information was depicted graphically in a "point rating map" (Figure 3) showing the original point map with average rating per item displayed as vertical columns in the third dimension, and in a "cluster rating map" which showed the cluster average rating using the third dimension. The following materials were prepared for use in the second session:

(1) the list of the brainstormed statements grouped by cluster

(2) the point map showing the MDS placement of the brainstormed statements and their identifying numbers (Figure 1)

(3) the cluster map showing the eighteen cluster solution (Figure 2)

(4) the point rating map showing the MDS placement of the brainstormed statements and their identifying numbers, with average statement ratings overlaid (Figure 3)

(5) the cluster rating map showing the eighteen cluster solution, with average cluster ratings overlaid

Representation Results

The final stress value for the multidimensional scaling analysis was .2980101.

Methods for estimating the reliability of concept maps are described in detail in Trochim (1993). Here, six reliability coefficients were estimated. The first is analogous to an average item-to-item reliability. The second and third are analogous to the average item-to-total reliability (correlation between each participant's sort and the total matrix and map distances respectively). The fourth and fifth are analogous to the traditional split-half reliability. The sixth is the only reliability that examines the ratings, and is analogous to an inter-rater reliability. All average correlations were corrected using the Spearman-Brown Prophesy Formula (Weller and Romney, 1988) to yield final reliability estimates. The results are given in Table 2.

Interpretation

The interpretation session convened on Friday morning to interpret the results of the concept mapping analysis. This session followed a structured process described in detail in Trochim (1989a). The facilitator began the session by giving the participants the listing of clustered statements and reminding them of the brainstorming, sorting and rating tasks performed the previous evening. The participants were asked to read through the set of statements in each cluster and generate a short phrase or word to describe or label the set of statements as a cluster. The facilitator led the group in a discussion where they worked cluster-by-cluster to achieve group consensus on an acceptable label for each cluster. In most cases, when persons suggested labels for a specific cluster, the group readily came to a consensus. Where the group had difficulty achieving a consensus, the facilitator suggested they use a hybrid name, combining key terms or phrases from several individuals' labels.

Once the clusters were labeled, the group was given the point map and told that the analysis placed the statements on the map so that statements frequently piled together are generally closer to each other on the map than statements infrequently piled together. To reinforce the notion that the analysis placed the statements sensibly, participants were given a few minutes to identify statements close together on the map and examine the contents of those statements. After becoming familiar with the numbered point map, they were told that the analysis also organized the points (i.e., statements) into groups as shown on the list of clustered statements they had already labeled.

The cluster map was presented and participants were told that it was simply a visual portrayal of the cluster list. Each participant wrote the cluster labels next to the appropriate cluster on their cluster map.

Participants then examined the labeled cluster map to see whether it made sense to them. The facilitator reminded participants that in general, clusters closer together on the map should be conceptually more similar than clusters farther apart and asked them to assess whether this seemed to be true or not. Participants were asked to think of a geographic map, and "take a trip" across the map reading each cluster in turn to see whether or not the visual structure seemed sensible. They were then asked to identify any interpretable groups of clusters or "regions." These were discussed and partitions drawn on the map to indicate the different regions. Just as in labeling the clusters, the group then arrived at a consensus label for each of the identified regions. Five regions were identified and are shown in capital letters. No boundaries were drawn to distinguish these five regions.

The facilitator noted that all of the material presented to this point used only the sorting data. The results of the rating task were then presented through the point rating (Figure 3) and cluster rating (Figure 5) maps. It was explained that the height of a point or cluster represented the average importance rating for that statement or cluster of statements. Again, participants were encouraged to examine these maps to determine whether they made intuitive sense and to discuss what the maps might imply about the ideas that underlie their conceptualization.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Table 3 shows the complete cluster listing with the cluster labels the participants assigned and the average importance rating for each statement and cluster.

 

Discussion of Skills versus Values

The pattern of ratings on the map suggested that participants attached more importance to the clusters that had "value" statements than to those made up of skills. This can perhaps be seen most clearly in Table 4 which shows the ninety-six competency statements sorted from highest to lowest average importance rating. It is clear from the table that the statements near the top of the table tend to be more general in nature and more related to values while the statements near the bottom of the table tend to be more specific, operationalized, skill or knowledge-based ones. Some of the participants felt that the value statements can't be considered competencies per se because they are not sufficiently operationalized. Others felt that the value statements have actually been holding IAPSRS back in their development of competencies because they place too much importance on these generic values and not on a more specific skill base. Still others felt that the value statements are at the heart of what PSR represents and that they can and should be operationalized as competencies. The facilitator characterized the discussion as a choice between two alternatives:

A) Pull the value statements out of the competencies, perhaps putting them in a section up front describing the kinds of values and characteristics expected of psychosocial rehabilitation workers.

B) Operationalize the value statements so they can be included as formal competencies.

The consensus of the group was that option B was preferable. As a result, the group decided that a major portion of the afternoon utilization session would involve taking the value-oriented clusters (Clusters 1-5) and attempting to draft operationalized competency statements for the statements in these clusters.


Discussion of What was Missing on the Map

The group also discussed what concepts seemed to be missing (primarily at the cluster level) from the map. The following potentially missing labels were generated:


1 Advocacy

2 Systems Change

3 Vocational-Employment

4 Spiritual

5 Housing

6 Education

7 Health

8 Social/Recreational

9 Outcome Evaluation

10 Client Budgeting/Finances

11 Program Management

12 Health and Safety


The group then discussed whether the eventual competencies should have subject-specific categories (such as housing, education, employment) or whether competencies related to such areas should be spread across the types of headings already on the map (for instance, consumer outcomes related to employment). The consensus of the group was that the competencies should not be grouped by subject.

Utilization

The utilization step took place on Friday afternoon from 2-5pm. The following schedule was explained to the participants when they returned from lunch.

Time Activity Facilitator
2-3 Review progress and where we stand BT
Review and Feedback on the map's clusters and regions BT
Discuss the competency documents JC
Present the two small group tasks and have participants select their group/task JC
3-4 Small group sessions
4-4:50 Presentation of results of small groups
Summary of map revisions BT
Summary of operationalizing of the five clusters Group Leaders
4:50-5 Discussion of next steps and wrap-up Anita Pernell-Arnold

Review and Feedback on the Map's Clusters and Regions

The first part of the utilization discussion involved suggestions from participants regarding changes that could be made to the final map in order to make it more interpretable, cohesive and usable. The discussion which took place raised the following points.

Reactions to the Five Regions

1 Doesn't matter which five labels we use.

2 Change the name "Techniques."

3 What is the meaning of "consumer" (consumer involvement issues).

4 "Practitioner" is very broad.

5 Change titles by adding "competencies" to the labels.

6 Some consumer competencies are knowledge-based, others are techniques, others are system issues.

7 View (regions) as "key ingredients."

Reactions to Clusters

1 People did some categories according to the specific words in titles (e.g., "ability to...", or "knowledge of..."). Was this wise?

2 Family relationships is lacking key intervention skills--want to add more?

3 Reconsider the two consumer clusters -- are labels OK?

4 Take another look at Friday and McPheeters broad classification -- better than ours? (Some said they lose the values; do they exclude the consumers?).

5 Rename cluster 9 (Assessment) or think of dividing it up.

6 Revisit the cluster name "Personality Characteristics."

7 Consider combining "Interpersonal Social Skills" and "Supportive Behaviors."


Discussion of Other Competency Documents

The group then discussed the four competency statement documents (Curtis, 1993; Friday and McPheeters, 1985; Jonikas, 1993; IAPSRS Ontario Chapter, 1992) that they skimmed over lunch and compared these to the map. The following comments were made:

1. Current group has defined a set of competencies that is impressive. Need to be clear that we shouldn't come up with competencies that are unrealistic, over-skilled, characterize a broad range of competencies.

2. Curtis (1993) was not intended to specify competencies limited to PSR.

3. Curtis (1993) is good in its specificity.

4. Jonikas (1993) document has a totality that will be useful in deciding what to put where.

5. Eighty percent of all documents (including the concept map) were similar.

6. Friday and McPheeters (1985) shows earlier development of the field.

7. There is more in the literature of competencies than we thought.

8. Competencies related to knowledge of principles may not capture the centrality of safety, spirituality, work, decent place to live, social life, education, and physical health in PSR. Don't want to lose the essentials. Also want to emphasize high quality outcomes in these areas.

9. IAPSRS Ontario Chapter (1992) is impressive in its succinctness and specificity. Could help guide us in our document. Action verbs were good in this document.

10.Curtis (1993) document emphasizes the importance of creation of environments, social situations. Not just changing the individual, but creating contexts. Good use of respect as a concept/process.


Small Group Sessions

In the middle of the afternoon utilization step, the participants were divided into small groups in order to accomplish some more detailed work. Five groups of 2-3 participants each took one of the first five clusters and attempted to operationalize the statements in the cluster into ones that better approximated competency statements. One small group of six participants discussed and made slight revisions to the final concept map. The results of these two types of small group exercises are described in separate sections below.


Small Group Operationalizations of Five Clusters

Based on the interpretation discussion in the morning session, it was clear that the participants thought that many of the statements in the first five clusters were better described as "values" than as operationalized competency statements. The group thought that these value statements could be operationalized and that this would be a central task for IAPSRS to accomplish as it developed competencies. The central utilization task of the afternoon therefore was to have small groups of participants, each assigned one of the first five clusters, take the statements in the clusters and develop draft operational competency statements. The summaries of these discussions (taken from the newsprint sheets used at the presentation of the results) are reproduced below.

Cluster 1: Interpersonal Skills

This group took each statement in the cluster and generated several more operationalized statements. Where appropriate, they chose statements from several of the other competency documents and these are cited. This listing shows each brainstormed statement in Cluster 1 and the draft competency statements that the small group generated.

1. ability to listen to consumers

ï not interrupt the consumer

ï able to repeat back what was said with the consumer affirming the correctness

ï not imposing your agenda on them

10. ability to motivate clients to change behavior

ï to be able to identify reasons for changing the behavior

ï to be able to help them identify consequences

ï willingness to serve as role model for desired change

ï willingness to reinforce behavior that has been changed

36. ability to use the helping relationship to facilitate change

ï use one's own experiences to encourage and guide the consumer

ï ability to demonstrate approval and pride in their accomplishments

87. ability to interact and provide support in a non-judgmental fashion

ï do not demean or patronize consumers

ï give feedback on behavior and not the person (Friday and McPheeters, 1985)

ï use language and behavior which reflects and perpetuates the dignity of the individual (Curtis, 1993)

5. ability to offer hope to others

ï truly believe that there is hope and verbalize it to the consumer

ï share examples of change that was possible in a seemingly hopeless situation

ï have a healthy sense of humor and minimize the adversity (Friday and McPheeters, 1985)

ï focus on consumer successes and help consumer see their own personal growth

6. belief in the recovery process

ï the worker has to demonstrate that he/she believes in the recovery process

ï to express the belief to the consumers that it's possible for them to live productive satisfying lives in the community (Jonikas, 1993)

ï help the consumer believe in his/her inherent capacity to improve or grow, given the opportunity and resources, as it's true for all persons (adapted from Jonikas, 1993)

39. ability to build on successes and minimize failures

ï point out and celebrate their successes

ï help them to see their failure as a learning experience

ï supporting risk-taking behaviors to move one step beyond

ï ability to have the consumer feel good and acknowledge own success no matter how small (adapted from Friday and McPheeters, 1985)

31. connecting (interpersonal) skills

ï demonstrate behaviors that accept the consumer where he/she is at

ï ability to establish a caring but not a consuming or possessive relationship

ï demonstrate behaviors that show interest in the consumer and his/her interpretation of needs

78. ability to work with consumer colleagues

ï to show sensitivity to the difficulties that they may encounter in their dual role

ï avoid labeling persons (either consumers or consumer colleagues) with stereotypes or derogatory terms (Friday and McPheeters, 1985)

ï be straight with consumer colleagues

ï have the same expectations as you do for all other colleagues

89. ability to normalize interactions and program practices

ï ability to generalize program experiences to activities in the broader community

ï have expectations within the program that are consistent with community expectations (with leeway in terms of enforcement)

ï set reasonable limits on bizarre behavior with explanations as to why you are doing it

Cluster 2: Supportive Behaviors

This group generated the following draft competency statements to cover the material listed in Cluster 2.

ï ability to maintain ongoing productive relationship based on client satisfaction

ï demonstrate high level of interaction (i.e., amount of time, interests, excitement, energy level)

ï communicates belief in growth potential

ï communicates understanding of thoughts/feelings of others in a non-judgmental manner

ï demonstrates holistic understanding of the individual

ï able to focus on the consumer's here and now needs/desires (there was some disagreement on the wording of this one)

ï ability to respond in a normalizing manner to the individual's diverse needs and strengths

The following were suggestions from the group about what statements might be "borrowed" from existing lists:

from Curtis (1993):

4. Demonstrates basic communication and support skills

A1. Exhibits supportive interpersonal skills (i.e., ...)

A2.Establishes and maintains productive relationships with service recipients

ï All of 4A--some areas to "negotiate"

1. especially A and B (language, behavior and holistic understanding)

from Friday and McPheeters (1985):

ï III. Interpersonal - especially 2, 4, 6, 7, 8

Their group also listed some ways to measure competencies in this area:

ï amount of time spent with client

ï client satisfaction with the relationship (amount of support perceived)

ï peer feedback/input

ï share and use own life experience

ï reciprocity of relationship

ï genuineness

Cluster 3: Professional Role

For each statement in Cluster 3, the group generated one or two potential competency statements.

14. ability to negotiate

ï to demonstrate communication skills between stakeholders for the purpose of goal attainment which is satisfactory to all parties

58. ability to set limits

ï to identify personal skills and resources, and expectations held by stakeholders in order to achieve realistic/attainable goals

17. willingness to have fun

ï to actively participate in "activities"

82. ability to use self as a role model

ï to mutually share experiences and ideas

ï to achieve goals through partnership

47. ability to ask for help and receive constructive feedback from colleagues and consumers

51. ability to let go

ï to assist consumers to identify their skills/resources and promote a belief in efficacy of their skills in order for consumers to take charge

88. ability to overcome personal prejudices when providing services

ï to identify personal values/beliefs and evaluate their potential impact on all interactions

Cluster 4: Personality Characteristics

For each statement in Cluster 4, the group generated one or two potential competency statements.

16. self awareness

ï be able to describe and explain one's own actions

56. good personal stability but not ego-centric

ï respond consistently and congruently to social and environmental demands

50. ability to handle personal stress

ï separate personal needs and behaviors from job performance needs and behaviors

18. flexibility

ï be able to change behaviors when situations, expectations and requirements are different

25. patience

ï to calmly wait until the objective is reached

28. sense of humor

ï to laugh at what is funny, to laugh at oneself, and to laugh with others

93. ability to know own limits

ï to be able to stop when necessary; to be able to ask for help; to be able to ask for information

Cluster 5: Self Management

24. ability to read and write

1. person must meet high school equivalency level of reading and writing

2. must include accommodations for disabilities like blindness

3. ability to write in behavioral language

4. ability to write with clarity

5. reading comprehension skills must include ability to look up words in the dictionary, comprehend language(s) used in service settings

29. ability to partialize tasks

41. ability to handle multiple tasks

69. ability to prioritize and manage time

ï recognition of total number of tasks inherent in responsibilities

ï identify critical tasks by applying an agreed-upon standard for what is most important

ï ability to gauge the level of effort and amount of time necessary to complete discrete tasks

ï ability to use organizational tools (calendars, to-do lists, tickler file) to keep track of tasks

ï ability to engage consumers in assisting with provider's task and time management

ï ability to recognize and deal effectively with personal stress resulting from multiple tasks

33. tolerance for ambiguity and enjoying diversity

Tolerating Ambiguity

1. Ability to problem-solve ambiguous situations through involvement of others in identification of problem, generation of a number of potential solutions, evaluating candidate solutions, seeking staff/consumer/family/network feedback re: viability of solutions, selection of solutions, implementation and evaluation of solutions.

2. Ability to recognize and accept unresolvable ambiguities through letting-go, acceptance, humor and other strategies.

3. Ability to distinguish between truly ambiguous situations and situations based on lack of: info, training, feedback from others. Also, ability to address lacking areas by obtaining info, furthering education/training, seeking feedback.

Enjoying Diversity

1. Ability to identify the opportunities presented by diversity and to incorporate them positively into the rehabilitation process through providing alternatives for behavior, problem solution, identification of opportunities.

91. willingness to take risks

1. demonstration of creative approaches

2. allowing/assisting consumers to exercise options not endorsed by practitioner, after applying standards of reasonable judgment (safety, etc.)

3. demonstration of willingness to try new or untested approaches and interventions

45. ability to be pragmatic and do hands-on sorts of work

1. Recognition that PSR rehabilitation involves the doing of hands-on tasks for role modeling, relationship building, etc.

2. Willingness to accept and perform well on hands-on, practical tasks.

3. Ability to develop and implement rehabilitation situations in which behavior or doing leads to insight rather than vice versa.

94. never-ending willingness to develop oneself

1. NOTE: The group suggested that this item be moved to the Professional Development cluster. This suggestion was adopted.

2. Development of one's personal growth through hobbies, therapy, education, and to share that growth with consumers/peers for role modeling and motivation.

3. Willingness to seek help appropriately with one's own problems.


Small Group Map Revision

The small group that considered the revisions to the map began by working with the suggestions generated earlier by the entire participant group. The following shows these suggestions along with the actions taken, if any, by the small group:

Large Group Suggestions
Small Group Actions
Reactions to the Five Regions  
1. Doesn't matter which five labels we use. Two changes were made to the original five labels. The label "Techniques" was changed to "Rehabilitation Methodology Competencies" and the original label "Consumer" was changed to "Consumer-Centered Competencies". In addition, all five labels had the term "Competencies" appended to the end.
2. Change the name "Techniques." The label "Techniques" was changed to "Rehabilitation Methodology Competencies".
3. What is the meaning of "consumer" (consumer involvement issues). The original label "Consumer" was changed to "Consumer-Centered Competencies".
4. "Practitioner" is very broad. The group decided that the term "Practitioner" would be left as is because it was an appropriately broad label for a region name.
5. Change titles by adding "competencies" to the labels. This was done for all region and cluster labels.
6. Some consumer competencies are knowledge-based, others are techniques, others are system issues. The small group agreed but made no changes to the map in response to this.
7. View (regions) as "key ingredients." The small group agreed but made no changes to the map in response to this.


 
Reactions to Clusters  
1. People did some categories according to the specific words in titles (e.g., "ability to...", or "knowledge of..."). Was this wise? The small group agreed but made no changes to the map in response to this.
2. Family relationships is lacking key intervention skills--want to add more? The cluster label "Family Relationships" was changed to "Family-Focused." No intervention items were added.
3. Reconsider the two consumer clusters -- are labels OK? Changed the original cluster label "Consumer Goal Attainment" to "Consumer Outcome Competencies."
4. Take another look at Friday and McPheeters broad classification -- better than ours? (Some said they lose the values; do they exclude the consumers?). The small group felt that there was considerable cross-classifiability across the different competency documents and the map. No changes were made to the map in response to this.
5. Rename cluster 9 (Assessment) or think of dividing it up. The group retained the name for the cluster, only changing it to "Assessment Competencies." See table below for specific statements moved into and out of this cluster.
6. Revisit the cluster name "Personality Characteristics." The group changed the original cluster label "Personality Characteristics" to "Intrapersonal Competencies."
7. Consider combining "Interpersonal Social Skills" and "Supportive Behaviors." These clusters (original clusters 1 and 2) were combined into one cluster labeled "Interpersonal Competencies."
   
  The original cluster label "Cultural Competence" was changed to "Multicultural Competencies."
  The positions of the original clusters "Family Relationships" and "Mental Health Knowledge Base" were switched on the map.

In addition to the above changes, several specific statements were shifted from one cluster to another. These changes are shown in Figure 6 and listed in the table below:

Statement
Original Cluster Location
Cluster Moved To
43. knowledge of a wide variety of approaches to mental health services Family Relationships Mental Health Knowledge Base Competencies
40. ability to establish alliances with providers, professionals, families, consumers (partnership model) Family Relationships Community Resources Competencies
12. skills in advocacy Assessment Community Resources Competencies
15. strong crisis intervention skills Assessment Intervention Skills Competencies
85. early identification and intervention skills to deal with relapse Assessment Intervention Skills Competencies
94. never-ending willingness to develop oneself Personality Characteristics Professional Development Competencies
53. ability to assess behavior in specific environments Intervention Skills Assessment Competencies
55. functional assessment Intervention Skills Assessment Competencies
64. ability to assess active addiction and co-dependency Intervention Skills Assessment Competencies

In all of the nine statement shifts described above, the shift was from one cluster into an adjacent one on the map. The revised cluster listing showing the new cluster labels and the average importance ratings is given in Table 5.

The small group also drew explicit lines dividing the five regions. These are shown in Figure 7. They felt that several of the clusters actually overlapped multiple regions and, consequently, the region lines cut through a cluster shape rather than only going between clusters. For instance, The felt that the cluster "Interpersonal Competencies" should fall simultaneously and partially into the three regions of "Consumer-Centered Competencies", "Practitioner Competencies" and Rehabilitation Methodology Competencies." Similarly, they felt that the cluster "Professional Development Competencies" should fall into both the "practitioner Competencies" and "Knowledge Base Competencies" regions. The regional lines were drawn on the final map to show these multi-regional clusters.

Figure 8 constitutes the final map for this project. It shows the clusters and regions and includes the average importance ratings for each cluster. There was considerable consensus across the participant group that it was a good and fair representation of their ideas regarding competencies for psychosocial rehabilitation workers.

Next Steps

The final discussion of the project involved consideration of the next steps in the competency development process. The following points were made:

1. Print up list of competencies and survey PSR workers.

2. Review and comment on Trochim concept mapping report.

3. Circulate regions, clusters and individual competencies to various constituencies: consumers, families, PSR workers, other stakeholders.

4. Further operationalize remaining competencies.

5. Distinguish between entry-level and second-level competencies.

6. Edit and make language consistent on materials sent out for review.

7. Clarify the intent of the present process re: the use to which the final product will be put.

8. Inform a wide range of stakeholders of IAPSRS's intentions in this area.

9. Bring in an expert in credentialing to clarify legal risks, probable results, etc.

10. Involve Training and Certification Committee in this process.

11. Don't send document for review prematurely. Use simple format that helps potential reviewers. Perhaps include a glossary to aid potential reviewers.

12. Be aware of other lists of competencies so review process doesn't become confused.

13. Include feedback from IAPSRS chapter presidents.

14. Certification conference.

15. Further literature review.

16. Hire someone to draft standards from competencies.

17. Develop an ethics statement based on already-held ethics forum.

18. Requirements of an "arms length" certification organization.

19. Need to consider the voluntary nature of CARF accreditation for organizations parallel to possible implementation of standards for practitioners.

20. Conduct a cost/benefit analysis of certification.

 

Table 1. Complete listing of the ninety-six brainstormed statements for the IAPSRS Project.

1 ability to listen to consumers
2 ability to relate to others
3 knowledge of mental illness
4 knowledge of side effects of medications and alternatives
5 ability to offer hope to others
6 belief in the recovery process
7 ability to emphasize client choices and strengths
8 knowledge of human services network in community
9 knowledge of community resources beyond human services
10 ability to motivate clients to change behavior
11 knowledge of family networks
12 skills in advocacy
13 view consumer as the director of the process
14 ability to negotiate
15 strong crisis intervention skills
16 self awareness
17 willingness to have fun with others
18 flexibility
19 knowledge of appropriate or applicable mental health acts (legislation)
20 knowledge of eligibility benefits
21 social group-work skills
22 ability to see consumers as equal partners
23 teaching ability
24 ability to read and write
25 patience
26 ability to empathize
27 ability to develop structured learning experiences
28 sense of humor
29 ability to partialize tasks
30 demonstration of respect and understanding for family members
31 connecting (interpersonal) skills
32 cultural competence and ability to deliver culturally relevant services
33 tolerance for ambiguity and enjoying diversity
34 value consumer's ability to seek and sustain employment opportunities
35 value consumer's ability to pursue educational goals
36 ability to use the helping relationship to facilitate change
37 ability to develop alliances/partnerships with family members
38 knowledge of ethnic-based familial role definitions
39 ability to build on successes and minimize failures
40 ability to establish alliances with providers, professionals, families, consumers (partnership model)
41 ability to handle multiple tasks
42 ability to replace self with naturally-occuring resources
43 knowledge of a wide variety of approaches to mental health services
44 knowledge of the community you serve and its environment
45 ability to be pragmatic and do hands-on sorts of work
46 ability to set goals
47 ability to ask for help and receive constructive feedback from consumers, peers, stakeholders
48 ability to work with employers
49 ability to generate enthusiasm
50 ability to handle personal stress
51 ability to let go
52 ability to understand the impact of culture and ethnicity on mental illness
53 ability to assess behavior in specific environments
54 knowledge of legal issues (e.g., civil commitment, guardianship) and the ethical context
55 functional assessment
56 good personal stability but not ego-centric
57 knowledge of relationship between health status and mental illness
58 ability to set limits
59 being able to help client set measureable goals
60 able to nurture
61 ability to assess resources
62 ability to encourage
63 ability to assess role of peer support
64 ability to assess active addiction and co-dependency
65 ability to assess and access decent housing
66 routinely solicits and incorporates consumer preferences
67 ability to explain illness to consumer
68 commitment to ongoing education and training
69 ability to prioritize and manage time
70 knowledge of history of psychosocial rehabilitation
71 knowledge of principles and values of psychosocial rehabilitation
72 ability to use and develop innovative approaches
73 knowledge of and respect for multi-lingual skills
74 ability to foster inter-dependence
75 belief in the value of self-help
76 ability to help consumers choose, get, keep jobs
77 understand the availability of alternatives
78 ability to work with consumer colleagues
79 ability to help consumer learn to manage own mental illness
80 ability to help consumers develop cohesive groups
81 ability and comfort in helping consumers in recreational pursuits
82 ability to use self as a role model
83 ability to design, deliver and ensure highly-individualized services and supports
84 ability to maintain consumer records
85 early identification and intervention skills to deal with relapse
86 ability to conduct skills training in a manner to help overcome cognitive deficits
87 ability to interact and provide support in a non-judgemental fashion
88 ability to overcome personal prejudices when providing services
89 ability to normalize interactions and program practices
90 commitment to furthering the methods and technologies in PSR through research and sharing of best practices
91 willingness to take risks
92 belief in the effectiveness of psychosocial methods
93 ability to know own limits
94 never-ending willingness to develop oneself
95 ability or willingness to consider alternative paradigms
96 ability to empower consumers

 

Table 2. Reliability Estimates for IAPSRS Concept Mapping Project

Reliability Estimator Reliability
Average Sort-to-Sort Reliability .9124
Average Sort-to-Total Matrix Reliability .9607
Average Sort-to-Map Reliability .9117
Split-Half Total Matrix Reliability .9332
Split-Half Map Reliability .8882
Average Rating-to-Rating Reliability .8446

Table 3. Cluster listing for original map interpretation showing cluster labels, and statement and cluster average importance ratings.

 

Cluster 1: Interpersonal Skills

 

1 ability to listen to consumers 4.71
10 ability to motivate clients to change behavior 3.62
36 ability to use the helping relationship to facilitate change 3.76
87 ability to interact and provide support in a non-judgemental fashion 4.33
5 ability to offer hope to others 4.52
6 belief in the recovery process 4.33
39 ability to build on successes and minimize failures 4.10
31 connecting (interpersonal) skills 3.76
78 ability to work with consumer colleagues 3.52
89 ability to normalize interactions and program practices 3.71
Cluster 1 Average = 4.04

Cluster 2: Supportive Behaviors

 

2 ability to relate to others 4.33
49 ability to generate enthusiasm 3.48
62 ability to encourage 4.14
60 able to nurture 3.43
26 ability to empathize 4.14

Cluster 2 Average = 3.90

Cluster 3: Professional Role

 

14 ability to negotiate 3.14
58 ability to set limits 3.14
17 willingness to have fun with others 3.00
82 ability to use self as a role model 3.48
47 ability to ask for help and receive constructive feedback from consumers, peers, stakeholders 3.86
51 ability to let go 2.95
88 ability to overcome personal prejudices when providing services 4.48
Cluster 3 Average = 3.44

Cluster 4: Personality Charasterics

 

16 self awareness 4.00
56 good personal stability but not ego-centric 3.43
50 ability to handle personal stress 3.52
18 flexibility 4.10
25 patience 3.62
28 sense of humor 3.48
93 ability to know own limits 3.57
Cluster 4 Average = 3.67

Cluster 5: Self Management

 

24 ability to read and write 3.52
29 ability to partialize tasks 3.14
45 ability to be pragmatic and do hands-on sorts of work 4.24
33 tolerance for ambiguity and enjoying diversity 3.71
91 willingness to take risks 3.57
41 ability to handle multiple tasks 3.05
69 ability to prioritize and manage time 3.29
94 never-ending willingness to develop oneself 3.57
Cluster 5 Average = 3.51

Cluster 6: Mental Health Knowledge Base

 

3 knowledge of mental illness 3.76
57 knowledge of relationship between health status and mental illness 2.86
4 knowledge of side effects of medications and alternatives 3.43
19 knowledge of appropriate or applicable mental health acts (legislation) 2.05
54 knowledge of legal issues (e.g., civil commitment, guardianship) and the ethical context 2.43
Cluster 6 Average = 2.91

Cluster 7: Family Relationships

 

11 knowledge of family networks 2.76
30 demonstration of respect and understanding for family members 3.38
37 ability to develop alliances/partnerships with family members 3.10
40 ability to establish alliances with providers, professionals, families, consumers (partnership model) 3.71
43 knowledge of a wide variety of approaches to mental health services 2.86
Cluster 7 Average = 3.16

Cluster 8: Community Resources

 

8 knowledge of human services network in community 3.33
20 knowledge of eligibility benefits 2.81
9 knowledge of community resources beyond human services 2.76
44 knowledge of the community you serve and its environment 3.14
48 ability to work with employers 3.24
Cluster 8 Average = 3.06

Cluster 9: Assessment

 

12 skills in advocacy 3.38
63 ability to assess role of peer support 2.95
61 ability to assess resources 3.29
65 ability to assess and access decent housing 3.48
15 strong crisis intervention skills 3.29
85 early identification and intervention skills to deal with relapse 3.81

Cluster 9 Average = 3.37

Cluster 10: Cultural Competence

 

32 cultural competence and ability to deliver culturally relevant services 3.71
38 knowledge of ethnic-based familial role definitions 3.10
52 ability to understand the impact of culture and ethnicity on mental illness 3.76
73 knowledge of and respect for multi-lingual skills 3.05
Cluster 10 Average = 3.41

Cluster 11: Professional Development

 

68 commitment to ongoing education and training 3.10
72 ability to use and develop innovative approaches 3.76
95 ability or willingness to consider alternative paradigms 3.43
Cluster 11 Average = 3.43

Cluster 12: Psychosocial Rehabilitation Knowledge Base

 

70 knowledge of history of psychosocial rehabilitation 2.76
71 knowledge of principles and values of psychosocial rehabilitation 4.14
77 understand the availability of alternatives 2.95
90 commitment to furthering the methods and technologies in PSR through research and sharing of best practices 3.00
92 belief in the effectiveness of psychosocial methods 4.14
Cluster 12 Average = 3.40

Cluster 13: Consumer Empowerment

 

7 ability to emphasize client choices and strengths 4.48
96 ability to empower consumers 4.62
13 view consumer as the director of the process 4.05
22 ability to see consumers as equal partners 4.00
66 routinely solicits and incorporates consumer preferences 4.24
42 ability to replace self with naturally-occuring resources 3.19
74 ability to foster inter-dependence 3.24
Cluster 13 Average = 3.97

Cluster 14: Consumer Goal Attainment

 

34 value consumer's ability to seek and sustain employment opportunities 4.24
76 ability to help consumers choose, get, keep jobs 4.10
35 value consumer's ability to pursue educational goals 3.71
80 ability to help consumers develop cohesive groups 2.90
75 belief in the value of self-help 3.76
59 being able to help client set measureable goals 3.86
79 ability to help consumer learn to manage own mental illness 4.24
67 ability to explain illness to consumer 3.00
81 ability and comfort in helping consumers in recreational pursuits 2.86
Cluster 14 Average = 3.63

Cluster 15: Intervention Skills

 

21 social group-work skills 2.52
27 ability to develop structured learning experiences 2.62
86 ability to conduct skills training in a manner to help overcome cognitive deficits 3.00
46 ability to set goals 3.76
23 teaching ability 3.24
83 ability to design, deliver and ensure highly-individualized services and supports 3.62
84 ability to maintain consumer records 2.95
53 ability to assess behavior in specific environments 3.19
55 functional assessment 3.05
64 ability to assess active addiction and co-dependency 3.29
Cluster 15 Average = 3.12

 

Table 4. Listing of brainstormed statements sorted from highest to lowest average importance rating.

 

1 ability to listen to consumers 4.71
96 ability to empower consumers 4.62
5 ability to offer hope to others 4.52
7 ability to emphasize client choices and strengths 4.48
88 ability to overcome personal prejudices when providing services 4.48
2 ability to relate to others 4.33
6 belief in the recovery process 4.33
87 ability to interact and provide support in a non-judgemental fashion 4.33
34 value consumer's ability to seek and sustain employment opportunities 4.24
45 ability to be pragmatic and do hands-on sorts of work 4.24
66 routinely solicits and incorporates consumer preferences 4.24
79 ability to help consumer learn to manage own mental illness 4.24
26 ability to empathize 4.14
62 ability to encourage 4.14
71 knowledge of principles and values of psychosocial rehabilitation 4.14
92 belief in the effectiveness of psychosocial methods 4.14
18 flexibility 4.10
39 ability to build on successes and minimize failures 4.10
76 ability to help consumers choose, get, keep jobs 4.10
13 view consumer as the director of the process 4.05
16 self awareness 4.00
22 ability to see consumers as equal partners 4.00
47 ability to ask for help and receive constructive feedback from consumers, peers, stakeholders 3.86
59 being able to help client set measureable goals 3.86
85 early identification and intervention skills to deal with relapse 3.81
3 knowledge of mental illness 3.76
31 connecting (interpersonal) skills 3.76
36 ability to use the helping relationship to facilitate change 3.76
46 ability to set goals 3.76
52 ability to understand the impact of culture and ethnicity on mental illness 3.76
72 ability to use and develop innovative approaches 3.76
75 belief in the value of self-help 3.76
32 cultural competence and ability to deliver culturally relevant services 3.71
33 tolerance for ambiguity and enjoying diversity 3.71
35 value consumer's ability to pursue educational goals 3.71
40 ability to establish alliances with providers, professionals, families, consumers (partnership model) 3.71
89 ability to normalize interactions and program practices 3.71
10 ability to motivate clients to change behavior 3.62
25 patience 3.62
83 ability to design, deliver and ensure highly-individualized services and supports 3.62
91 willingness to take risks 3.57
93 ability to know own limits 3.57
94 never-ending willingness to develop oneself 3.57
24 ability to read and write 3.52
50 ability to handle personal stress 3.52
78 ability to work with consumer colleagues 3.52
28 sense of humor 3.48
49 ability to generate enthusiasm 3.48
65 ability to assess and access decent housing 3.48
82 ability to use self as a role model 3.48
4 knowledge of side effects of medications and alternatives 3.43
56 good personal stability but not ego-centric 3.43
60 able to nurture 3.43
95 ability or willingness to consider alternative paradigms 3.43
12 skills in advocacy 3.38
30 demonstration of respect and understanding for family members 3.38
8 knowledge of human services network in community 3.33
15 strong crisis intervention skills 3.29
61 ability to assess resources 3.29
64 ability to assess active addiction and co-dependency 3.29
69 ability to prioritize and manage time 3.29
23 teaching ability 3.24
48 ability to work with employers 3.24
74 ability to foster inter-dependence 3.24
42 ability to replace self with naturally-occuring resources 3.19
53 ability to assess behavior in specific environments 3.19
14 ability to negotiate 3.14
29 ability to partialize tasks 3.14
44 knowledge of the community you serve and its environment 3.14
58 ability to set limits 3.14
37 ability to develop alliances/partnerships with family members 3.10
38 knowledge of ethnic-based familial role definitions 3.10
68 commitment to ongoing education and training 3.10
41