International Competencies for Educational and Vocational Guidance Practitioners* Final Report to the General Assembly of the International Association for Educational and Vocational Guidance 4. September, 2003 Prepared by Elvira Repetto Beatriz Malik Paula Ferrer Nuria Manzano Bryan Hiebert * In 1999, the IAEVG General Assembly unanimously agreed to begin an initiative to create International Counsellor Qualification Standards. As the initiative unfolded, the advisory committee thought it was more in keeping with the mandate of the IAEVG to focus on educational and vocational guidance practitioners, rather than counsellors, especially seeing as counselling was only one of several functions performed by educational and vocational guidance practitioners. Furthermore, many Board members thought that IAEVG was not in a position to dictate international standards but it could declare what it thought were the competencies required in order for educational and vocational guidance practitioners to deliver quality services to clients. Therefore, the name of the initiative has changed to reflect these decisions. Many thanks go to the team that coordinated this project and compiled the results: Elvira Repetto Beatriz Malik Paula Ferrer Nuria Manzano The team is located at the UNED, Madrid, Spain 1 Context and Background In the constantly and rapidly changing world in which we live, the career/life planning needs of people are vastly different than they were several years ago. These changes impact not only the needs of clients, but also the way in which guidance services are provided. Thus, it is useful to review the roles, functions, and basic competencies required for guidance workers to respond effectively to the social and educational needs of clients and to have a clear conceptualization of those functions, roles, competencies, and responsibilities, regardless of work setting in which these services are provided. Currently, there is wide variation across countries in professional training, and the roles and functions carried out by counsellors and other guidance practitioners. There are a variety of services offered to clients, by different types of professionals, involving different activities, clients, and types of training. In this international context, it is useful to open a dialogue regarding the competencies that define the work of educational and career guidance providers, in order to meet the needs and demands of clients in the educational system and the labor market. The ultimate goal of this dialogue would be to reach agreement on the kind of competencies practitioners need to acquire in order to perform their jobs effectively. In a constantly changing and increasingly global society, it is useful to undertake this task at an international level, in order to establish a common ground for practitioners and their clients across different countries, thereby gaining clarity on the competencies that under gird the profession. Several groups (e.g., Hiebert, 1999, 2000) have been developing guidelines for those who deliver career development services as one means for enhancing accountability and helping practitioners better identify the process in which they are engaged. However, these tend to be focused on the context in the country where they were developed (e.g., Canada). There is a need for an initiative with a more international focus that could establish international guidelines regarding the competencies needed for educational guidance and career practitioners to provide quality services. Recognizing the needs, in 1999, the IAEVG embarked on a project to create International Competencies for Educational and Vocational Guidance Practitioners. The project evolved over 4 years, culminating in a validation study which was completed in the spring of 2003. This report describes the project and summarizes the results. Project Aim The main goals of this project were: 1. To identify the competencies needed for people providing educational and vocational guidance services in different work settings in different countries. 2. To propose recommendations for training programs designed to prepare people who provide educational and vocational guidance services to meet the International Competencies for Educational and Vocational Guidance Practitioners. 2 Methodology A team from Spain directed the project, coordinated by Elvira Repetto, Beatriz Malik, and Paula Ferrer-Sama. The coordinating team worked with an international steering committee and an international pool of career development experts drawn from over 10 countries. The Steering Committee consisted of the following members: Person Country Africa & Arabic World Asia Australia & New Zealand Canada & USA European Union Members Non European Union members Central Latin America South-Latin America Mark Watson Teruyukin Fujita Judith Leeson & Ellen Fleming Bryan Hiebert & Mark Savickas. Joachim. Ertelt Sasa Niklanovic Gabriela Cabrera Diana Aisenson & Silvia Gelvan The steering committee began by exploring similar initiatives that have been developing world wide and creating a framework for the International Competencies that embraced the best components of existing models and was relevant for workers in an international context. The draft framework was circulated to members of the steering committee, and selected career development experts, to consult with their constituents and provide feedback to the coordinating team. Suggestions were incorporated into a revised model which was the focus of a large scale validation completed in the spring of 2003. In addition to members of the steering committee, several others were actively involved in data collection, including: Wojciech Kreft (Poland), Raimo Voerinen (Finland), Michel Turcotte (Canada), and Tom Clawson (USA). The Model The International Competencies for Educational and Vocational Guidance Practitioners incorporate a competency-based approach, focusing on the knowledge, skills, and attitudes needed to provide quality services. They are divided into two major sections: core competencies that all practitioners need regardless their job setting, and specialized competencies that are additional skills, knowledge, and attitudes that may be required, depending on the type of work setting and the client groups that are being served. Some professionals will need to have a broad range of specialized competencies, while others may require only a few, depending on the nature of the services they provide. The specialized competencies are seen as equally important, representing different, not more important or less important, areas of practice. 3 The core competencies focus on the knowledge, skills, and attitudes needed by all practitioners, for example: ethical behavior and professional conduct; advocacy and leadership in advancing clients learning, career development and personal concerns; awareness and appreciation of client cultural differences; awareness of their own capacity and limitations; ability to design, implement and evaluate guidance and counselling programs; familiarity with information on educational, training, employment trends, labor market, and social issues; and communicate effectively with colleagues. In addition to these core competencies, there are 10 areas of specialized competencies that may not be required of all practitioners, but will be required by some, depending on the nature of their work. The areas of specialized competency are: 1. Assessment: Analysis of the characteristics and needs of the individual or group to whom the program is addressed, and also of the context where they are inserted, including all agents involved. The aim is to integrate and evaluate data from inventories, tests, interviews, scales and other techniques that measure an individual’s abilities, aptitudes, barriers, life roles, interests, personality, values, attitudes, educational achievements, skills and other relevant information. This specialization includes the related but distinct competency of test interpretation, that is, explaining to a client the results of an assessment and their implications. 2. Educational Guidance: Assisting individuals to select courses, make educational plans, overcome learning difficulties, and prepare for post-secondary education/training or entry into the workforce. Guidance is often done in large groups, in contrast to counselling which is more often done with individuals or small groups. 3. Career Development: Fostering the attitudes, beliefs, and competencies that facilitate mastery of vocational development tasks, the ability to plan and adaptation to work-role transitions over the life-span. It typically uses a developmental model. 4. Counselling: Prompting self-reflection to clarify self-concepts, identify options, make decisions, and resolve difficulties. 5. Information Management: Collecting, organizing, maintaining, and disseminating information pertinent to education, training, occupations, and employment opportunities; coaching clients in its effective use. 6. Consultation and Coordination: Providing information, guidance, and professional advice to parents, teachers, school administrators, and employers who wish to facilitate the educational progress and career development of their charges. Organizing and managing school and community personnel to create referral sources for students regarding programs, services, and networks. 7. Research and Evaluation: Studying issues related to guidance and counseling, such as learning processes, vocational behavior and its development, values, etc. Examining the effectiveness of interventions. 8. Programs and Service Management: Designing, implementing, supervising and evaluating interventions to address the needs of a target population. 4 9. Community Capacity Building: Encouraging collaboration between community partners to assess human capital and community needs, as well as developing plans to address the economic, social, educational, and employment goals of the community. 10. Placement: Supporting individuals in their efforts to obtain occupational positions by teaching job search skills and creating employment opportunities. The complete competency framework is provided in Annex A and available on the web site that was used to collect data in the validation study: http://www.uned.es/aeop/index0.htm. Procedure Pilot Study. The first draft of the International Competencies was developed by examining existing literature to generate an initial list of competencies, then, using the steering committee and the expert panel as a reference group in a Delphi process to develop a framework and refine the competency statements. This resulted in a draft questionnaire that the reference group distributed to 20-30 practitioners in their home countries to obtain pilot data. The practitioners were chosen to provide a cross section of perspectives on: a) Work setting (educational, work and employment, and community), b) Type of service provision (practitioner, counsellor education and/or supervision of a service/program), and c) Position (career advisor, counselor, job marketer, counselor educator, teacher, community trainer, psychologist, educational planner, social worker, etc.). Practitioners were asked to rate each competency according to four criteria: Clearness (CL): The competency is clearly written and is unique and different from the rest of competencies. Pertinence (PN): Relevance of the competence in meeting individual and social needs within your context. Viability (VI): Possibility of guidance counselor becoming qualified in that competency. Utility (UT): Usefulness of competency in improving guidance services to clients. The process also requested suggestions for improving the structure of the competency framework (appropriateness of the classification, number of functions, sufficiency of competencies for each function, etc.) and specific competencies (location of competencies within framework, poor wording, ambiguous competencies that need clarification, irrelevant competencies that should be deleted, missing competencies, overlapping competencies, etc). Most competencies obtained high ratings on all four criteria. Several suggestions were made to improve wording and to shift the location of some competencies. The competency framework was restructured to incorporate the suggestions of the pilot sample, revising the wording, deleting overlap, and adding some new competencies. The result was used for the validation study. 5 Validation Study. The validation study asked respondents to indicate their: country, work setting (e.g., educational, work and employment, community), type of service provided (e.g., practitioner, counsellor training, supervisor of a service/program), main function/role (e.g., careers advisor, counsellor, teacher), and the areas of specialization covered in their work (e.g., assessment, educational guidance, career development, counselling, information management, consultation and coordination, research and evaluation, program service management, community capacity building, placement). This was followed by the list of competencies, asking participants to indicate on a four-point scale: (a) the relevance of the competency for the work performed and (b) how effectively they had been trained in that competency. In this way, data were obtained on both the relevance of the competencies and the potential need for training. The survey was translated into 7 languages: Spanish, English, French, German, Finnish, Italian, and Greek. Steering Committee members coordinated the distribution of the validation survey in the 9 geographical areas they represented. The survey also was available on a web site constructed explicitly for the validation study. Results Over 700 responses were received from practitioners in 41 countries. All the core competencies were thought to be relevant or very relevant by more than 75% of respondents. For the most part, training in the core competencies was thought to be effective or very effective, except that 30% of respondents reported receiving little or no training in program evaluation or cross-cultural sensitivity. These levels (relevance of at least 75% and training deficits reported by 30% or more of respondents) were generally used to interpret participant responses. Perceptions of the relevance of specialized competencies was more varied. This was expected, in that the relevance of specialized competencies was intended to be related to the nature of the work in which practitioners were engaged, and not all specialized competencies would be relevant to all work settings. Generally speaking, all the assessment competencies, all the career development competencies (except knowledge pertaining to legal factors and their implications for career development), and all the information management competencies (except equivalence of degrees and professional qualifications in different countries), were thought to be relevant, however more than 30% of respondents noted that they had received little or no effective training in any of the the assessment, career development, or information management competencies. Regarding educational guidance, respondents saw their main role as working with students in career-related decision-making processes, competencies for which they thought they had received effective training. They did not see helping students in a broader context (to overcome learning difficulties, become more motivated, or consult with teachers and parents) as being part of their job and reported that they had received little or no training for those competencies. 6 Respondents saw themselves as being adequately trained to work with their clients in individual or group counselling situations and saw those competencies as relevant to their jobs. They had a rather narrow view of their role, which excluded working with client personal problems, sexual identity, health and lifestyle issues, or prevention, which were all areas in which they had received little or no effective training. For the most part, respondents saw their training as being minimally effective or nonexistent in the areas of: consultation and coordination, research and evaluation, program or service management, community capacity building, and placement. The degree to which they saw the competencies in these areas as relevant was varied, likely depending on the nature of their work. A detailed summary of the results is being prepared and should be available before the end of this year. Next Steps In order to be effective in today’s world, guidance practitioners need to master the competencies required to work in new cultural settings and socio-educational contexts associated with promoting educational, cultural, and social change (Niles, 1993; Brotherton, 1996). They also will need to work in areas that may not have been priorities until recently, e.g., preventive guidance, counselling in intercultural, community capacity building, settings, counselling for diversity, consultation strategies for different sectors of the school community, and design, development, and evaluation of guidance programs. Creating the International Competencies for Educational and Vocational Guidance Practitioners represents an important first step in developing a professional profile that responds to the challenges and demands of society today. The next step will be to officially endorse this set of competencies so that appropriate follow-up actions can be taken. One particularly important focus for follow-up pertains to the availability of training that permits practitioners to acquire competencies. This is especially true in countries where training is less available and in regions of some countries that may have difficulty accessing training opportunities. The IAEVG Executive Committee has had extensive discussions with the Centre for Credentialing in Education about ways to provide training opportunities on an international scale and to create a mechanism for recognizing that training. These discussions are in a preliminary state, however, there is willingness by all parties to develop a mechanism that will provide formal recognition that practitioners have acquired the competencies outlined in this document. The ultimate goal of developing a framework of competencies such as this is to increase the quality of service available to client. Being clear about the competencies needed to provide quality services helps practitioners perform their jobs more effectively (Company & Echeverría, 1994). A competency framework is also beneficial in developing initial training programs as well as in-service training, thereby developing a balance between level of training, required competencies, and professional performance. 7 Qualified Professionals Training level / Qualification + Professional competencies + Professional Performance Figure 2 We consider that a framework that profiles an international set of competencies for educational and career practitioners, will facilitate their professional development, thereby enhancing daily practice and delivery of services. Recommendations The primary aim of this project was to develop a set of international competencies that practitioners need in order to provide quality educational and vocational guidance services. We validated the set of competencies with a large pool of practitioners working in a variety of different jobs in different countries. Based on the research described in this report, the project team, supported by the Executive Committee and the Board of Directors of IAEVG, make the following recommendations. 1. That the General Assembly endorse the competency framework outlined in this report 2. That the General Assembly authorize the Board of Directors and the Executive Committee to continue to explore ways to develop: meaningful training programs to help practitioners acquire the competencies mechanisms for providing recognition of competency attainment procedures for implementing the competencies, such as: ensuring proper translation (adaptation) of the competencies into national languages (in order to avoid possible misunderstandings due to differences in educational and vocational training cultures, guidance terminology, guidance training, service provision, etc), national endorsement of the competencies by professional associations, government organizations, and other relevant bodies (acknowledging that some adaptation of the standards may be necessary in order to address unique national needs), meetings with educational and other authorities suggesting that the competencies become part of guidance training programmes, materials to promote the International competencies, e.g., leaflets, electronic versions on websites, conference presentations, seminars, etc. 8 References and Representative Background Sources Consulted Benedetti, O. (1994). Por un modelo de formación de Orientadores. Revista de Orientación Educativa y Vocacional, 7, 9-22. Brotherton, S. J. (1996). Counselor education for the twenty-first century. Wesport: Bergin & Garvey. Company, F. & Echeverría, B. (1994). Estructura de empleos y cualificaciones en el ámbito de la orientación escolar y profesional de jóvenes y adultos en España. Berlin: CEDEFOP. Hiebert, B. (1999). Professionalizing Career Development: Canadian Standards and Guidelines for Career Development. Paper presented to the Annual Conference AIOSP “International Careers Guidance Conference”, University of Warwick Hiebert, B. (2000). “Competencies for providing quality Careers Services: a look at Canadian Standards for Career Development”. Revista Española de Orientación y Psicopedagogía, 11(19), 5-19. Niles, F. S. (1993). “Issues in multicultural counselor education. Journal of Multicultural counseling and development, 21, 14-21. Repetto, E., Ballesteros, B., & Malik, B. (2000). Tareas y formación de los orientadores en la Unión Europea. Madrid: UNED Repetto, E., Malik, B., & Ballesteros, B. (1999). Towards international qualification standards for educational and vocational counsellors. Workshop presented at the International Careers Guidance Conference, University of Warwick Repetto, E. (1992). Perspectivas de la formación de Orientadores. El problema de la capacitación en una dimensión europea. V Seminario Iberoamericano de Orientación. Tenerife: AIOEP. Sanz Oro, R. & Sobrado Fernández, L. (1999). Roles y funciones de los orientadores. Revista de investigación educativa, 16(2), 25-57. Sobrado Fernádez, L. (1994). Desarrollo de competencias cognitivas en la formación de Orientadores Escolares y Profesionales. Educadores, 170, 207-225. Sobrado Fernádez, L. (1996). Formación y profesionalización de orientadores: Modelos y procesos. Revista Relieve. nº 2. Sobrado Fernádez, L. (1996). Servicios de Orientación ós Centros Educativos. Santiago de Compostela: Edic. Laiovento. Tennyson, W. W., Miller, G. D., Skovholt, T. G., & Williams, R. C. (1989). Secondary school Counselors: What do they do? What is important?. School Counselor. 36, 253-259 Watts, A. G., & Van Esbroeck, R. (1998): New Skills for New Futures. Higher Education Guidance and Counselling Services in the European Union. FEDORA. VUB Press. 9 Annex A International Competencies for Educational and Vocational Guidance Practitioners Competency Framework Core Competencies C1 C2 C3 C4 C5 C6 C7 C8 C9 C10 C11 Demonstrate appropriate ethical behavior and professional conduct in the fulfillment of roles and responsibilities Demonstrate advocacy and leadership in advancing clients learning, career development and personal concerns Demonstrate awareness and appreciation of clients’ cultural differences to interact effectively with all populations Integrate theory and research into practice in guidance, career development, counselling, and consultation Skills to design, implement and evaluate guidance and counselling programs and interventions Demonstrate awareness of him/her own capacity and limitations Ability to communicate effectively with colleagues or clients, using the appropriate level of language Knowledge of updated information on educational, training, employment trends, labor market, and social issues Social and cross-cultural sensitiveness Skills to cooperate effectively in a team of professionals Demonstrate knowledge of lifelong career development process Specialized Competencies 1. Assessment 1.1. Accurately and thoroughly conceptualize and diagnose clients’ needs based on different assessment tools and techniques 1.2. Use the data derived from assessment appropriately and according to the situation 1.3. Identify situations requiring referral to specialized services 1.4. Facilitate effective referral by means of initiating contacts between referral sources and individuals 1.5. Maintain up-to-date listings of referral sources 1.6. Conduct a needs assessment of the clients’ contexts 10 2. Educational Guidance 2.1. Demonstrate concern for students’ potential and the skills to facilitate its achievement 2.2. Guide individuals and groups of students to develop educational plans 2.3. Assist students in their decision making process 2.4. Assist students to improve their self-awareness 2.5. Assist students in their course selection 2.6. Assist students to overcome learning difficulties 2.7. Motivate and help students to take part in international exchange programs 2.8. Consult with parents on their children’s educational progress and development 2.9. Assist teachers to improve teaching methodologies 2.10. Assist teachers to implement guidance within the curriculum: 3. Career Development 3.1. Knowledge of career developmental issues and the dynamics of vocational behavior 3.2. Demonstrate knowledge of pertinent legal factors and their implications for career development 3.3. Plan, design and implement lifelong career development programs and interventions 3.4. Knowledge of decision making and transition models to prepare and plan for transitional stages: School to work transition, Career shifts, Retirement, Job dismissing, Downsizing. 3.5. Identify influencing factors (family, friends, educational and financial opportunities) and biased attitudes (that stereotype others by gender, race, age and culture) in career decision making 3.6. Assist individuals in setting goals, identifying strategies to reach them, and continually reassess their goals, values, interest and career decisions 3.7. Knowledge of state and local referral services or agencies for job, financial, social and personal issues 3.8. Knowledge of career planning materials and computer-based career information systems, the Internet, and other online resources 3.9. Skills to use these career development resources and techniques appropriately...... 3.10. Skills to use career development resources designed to meet the needs of specific groups (migrants, ethnic groups and at risk populations)....... 3.11. Help clients to build their career and life project: 4. Counselling 4.1. Understand the main factors related to the personal development of clients and the dynamics of their individual behavior 4.2. Demonstrate empathy, respect and a constructive relationship with the client 4.3. Use individual counselling techniques 4.4. Use group counselling techniques 4.5. Address the needs of at-risk students 4.6. Assist clients in: 4.6.1. Prevention of personal problems 4.6.2. Personality development 11 4.6.3. Personal problem solving 4.6.4. Decision making 4.6.5. Sexual identity 4.6.6. Social skills 4.6.7. Health education 4.6.8. Use of leisure time 4.7. Help clients to develop a personal life plan 4.8. Detection and referral of cases to other specialized services: 5. Information Management 5.1. Knowledge of legislation, pertaining to education, training, and work at local, national and international level 5.2. Knowledge of equivalence of degrees and professional qualifications obtained in different countries 5.3. Collect, organize, disseminate and provide up-to-date career, educational and personal/social information on: 5.3.1. Education and training 5.3.2. Occupational information 5.3.3. Employment opportunities 5.3.4. Others (Health, Leisure…) (Specify): ______________________ 5.4. Use Information Technologies to provide educational and occupational information (Data-bases, Computer-based educational and career guidance programs and the Internet) 5.5. Assist clients to access and use educational and occupational information in a meaningful way 6. Consultation and Coordination 6.1. Consult with parents, teachers, tutors, social workers, administrators and other agents to enhance their work with students 6.2. Demonstrate interpersonal skills needed to create and maintain consultation relationships, goals, and desired behavior change 6.3. Demonstrate skills in working with organizations (universities, business, municipalities and other institutions) 6.4. Interpret and explain concepts and new information effectively 6.5. Coordinate school and community personnel to bring together resources for students 6.6. Use an effective referral process for assisting students and others to use special programs, services, and networks 6.7. Skills to coordinate and stimulate the student’s creativity to built their own programs (studies and work) 6.8. Skills to build up a good image as a professional 12 7. Research and Evaluation 7.1. Knowledge of research methodologies, data gathering and analysis techniques. 7.2. Promote research projects in relation to guidance and counselling 7.3. Use presentation methods to report the outcomes of the research 7.4. Interpret the results of this research 7.5. Integrate the results of this research into the guidance and counselling practice 7.6. Evaluate guidance programs and interventions, applying up-to date techniques and program evaluation models 7.7. Keep up-to date with current research findings 8. Program/Service Management 8.1. Identify target populations 8.2. Conduct needs assessment 8.3. Inventory resources relevant to program planning and implementation 8.4. Knowledge about relevant current literature, trends and issues 8.5. Promote community awareness of the programs and services 8.6. Manage (design, implement, supervise) programs and interventions 8.7. Evaluate effectiveness of the interventions 8.8. Use results to effect program enhancement by recommending institutional/agency improvements 8.9. Skills to organize and manage the educational, counseling, guidance and placement services 8.10. Manage and supervise personnel 8.11. Promote staff development 9. Community Capacity Building 9.1. Skills to develop relationships with key community partners 9.2. Conduct analysis of human and material resources 9.3. Conduct needs assessment of the community 9.4. Work with the community to effectively use these resources to meet their needs 9.5. Work with community to develop, implement, and evaluate action plans to address economic, social, educational & employment goals 9.6. Work with local, national and international resource networks for educational and vocational guidance (e.g. IAEVG) 10. Placement 10.1. Coach clients in work search strategies 10.2. Use of the Internet in the job search process 10.3. Present work opportunities to clients and facilitate their appropriate job selection 10.4. Liaison with employers and with education and training providers to obtain information on the opportunities they offer 10.5. Consult with policy makers 10.6. Follow-up on placement suggestions 10.7. Match individuals to particular vacancies in employment, education or training 10.8. Support clients with employment maintenance 13