CORE CONCEPTS for UNDERSTANDING LEADERSHIP AND RESEARCH Worldview (or paradigm) and some examples Your worldviews Relationship to Qualitative Research (more on Leadership later) And now for something completely different… Thinking about thinking. What is worldview? Paradigm? Why is it central to developing understandings of the world around us and how we are connected to this world? How do we develop our own worldview? What are some of the dominant worldviews? Some examples of paradigms or worldviews positivism post-positivism modernism, post-modernism and beyond advocacy/participatory approaches the interpretive communities positivism Historical context… Some main tenets… Facts are derivable and real Objectivity is possible and desirable—bias negatively impacts thinking and action Research gold standard is the randomized control trial (RCT) Qualitative evidence is acknowledged, but considered to be at the bottom of the ‘valid’ evidence scale Social and political context are present but peripheral postpositivism Historical context… Some main tenets… human knowledge is based not on unchallengeable, rock-solid foundations, but rather upon human conjecture preserves the basic assumptions of positivism: the possibility and desirability of objective truth, and the use of experimental methodology the absolute separability of knower and known is not possible a single, shared reality is not possible modernism and post-modernism (dovetailing to some extent with the timing of postpositivism) modernism Historical context… Some main tenets… the assessment that the past was different from the modern age the recognition that the world was becoming more complex, and that the old "final authorities" (God, government, science, and reason) were subject to intense critical scrutiny. post-modernism Historical context… Some main tenets… Emphasizes the role of language and power relations Social and political contexts are considered. Facts are based in their social and historical context Objective truth is not possible: subjective experience is central. There are many realities. these changes in social, political, philosophical thinking led to… participatory, advocacy approaches Historical context… Emerged with the recognition that postpositivism imposes structural laws and theories that do not reflect the experience of marginalzed and racialized peoples participatory, advocacy approaches (cont’d) Some main tenets… Concerned with social change to address oppressive societal structures Emancipatory: From ‘subjects’ to ‘participants’; includes an action agenda that may change the lives of participants and researchers Emergence of the Interpretive Communities feminism(s) concerned with social inequality + patriarchy…taking women’s perspectives into account…(e.g Marilyn Waring and women’s global economic contribution) Intersectionality (more on this later) e.g. evolving feminisms such as Black Feminism (Sojourner Truth, Patricia Hill Collins, bell hooks…), and their relationship to health concerns such as cardiac pathophysiology, primary health care… Feminism has evolved to include concerns about all oppressed groups “People call me a feminist whenever I express sentiments that distinguish me from a doormat” (Rebecca West, age 20, 1913) anti-Racism and post colonialism concerned with the historical structure and experience of racism, colonialism, and oppression (e.g. Indian Act, generational trauma transmission and mental health concerns from a research perspective) Shares emancipatory goals of action research Note: these interpretive approaches are NOT MUTUALLY EXCLUSIVE— there can be a fluid interplay among these approaches critical theory concerned with liberation from oppressive social (economic, political) circumstances (oppressions of racism, classism, sexism, heterosexism…) Focuses on historical social problems of domination, alienation, social struggles, and a critique of society, envisioning new liberatory possibilities critical race theory Concerns itself with many of the same groundings as Critical Theory, with a focus on racism and intersectionality. The goals of CRT include: generating first-voice accounts of racism and oppression; eradication of racial subjugation while recognizing that race is a social construct; addressing intersectionaity for social change Queer Theory Concerned with identity, sexuality, gender in a transformative manner— social change is often an aspect of queer theory Moves beyond ‘…gay, lesbian, homosexual theory’ Works to challenge and undercut identity as singular and fixed, or ‘normal’ What now? post post-modernism! “Postmodernism is dead and buried. In its place comes a new paradigm of authority and knowledge formed under the pressure of new technologies and contemporary social forces.” (Kirby, 2006) Transglobal phenomena (e.g. economic globalization) “digi-modernism”(Kirby): The impact/influences of digital technology “I believe there is more to this shift than a simple change in cultural fashion. The terms by which authority, knowledge, selfhood, reality and time are conceived have been altered, suddenly and forever. There is now a gulf between most lecturers and their students akin to the one which appeared in the late 1960s, but not for the same kind of reason. ” “Somewhere in the late 1990s or early 2000s, the emergence of new technologies restructured, violently and forever, the nature of the author, the reader and the text, and the relationships between them” (Kirby, 2006) ‘Seeing’ Worldview: Some Practical Applications H1N1 (Swine Flu) preparedness 1. From a positivist perspective 2. From a critical perspective: Feminism 3. From a critical perspective: Anti-racism Evidence-Based Medicine/Nursing 1. From a positivist perspective 2. From a critical perspective: Feminism 3. From a critical perspective: Anti-racism Worldviews: Some practical applications A healthy lifestyle is the main predictor of health outcomes. Agree? Disagree? If you can afford it, you should have the right to pay for private medical care in Canada. Agree? Disagree? Relationship of worldview and Qualitative research What does worldview have to do with Research? …With Qualitative Research? Qualitative Research: Some Interconnected Underpinnings ‘making meaning’ of the world around us questioning the possibility of objectivity; asserting the primacy of subjectivity visiting and re-visiting the qualitative–quantitative divide the central importance of paradigm or worldview: “a basic set of beliefs that guide action” (Creswell, p. 19). What is the researcher’s political compass? positivism, post-positivism, advocacy/participatory, pragmatism emergence of the interpretive communities: critical theory, (feminism(s), anti-racism, postcolonialism, queer theory… Characteristics of Qualitative Research: The Creswell list pp. 36-39 Introduction to the qualitative research process thinking about the world around us— what do we see and what does it actually mean to us? What are the qualitative dimensions? developing research questions about what we ‘see’ deciding on an approach to answer the research question (e.g. critical theory and street youth: The mental Health Experiences of Female Street Youth, Master’s Thesis, Dalhousie University, 1999, McGibbon) thinking about ethical considerations related to our approach (e.g. OCAP— ownership, control, access, possession) deciding on the specific methods we will use for data collection (e.g. interviews, focus groups, textual analysis, photos, performance art…) deciding about our approach to validity deciding how we will analyze our data findings, ‘re-findings’, and knowledge exchange Developing Qualitative Research Questions based in Sexy Inc ©: An Overview Answering the main research question Who are your participants? Starting with your main Research Question… Crafting in-depth interview questions: how many, of what nature… The issue of ‘leading the witness’ in the types of questions you choose Note: The framing of your research questions is tied to your research approach (grounded theory, phenomenology…more on this later) Research Questions Continued Some of the differences between quantitative and qualitative research questions Quantitative: numerical relationships (correlations, comparisons, ratios, percentages, descriptive stats…) Ecological footprint map (Worldmapper ©) Qualitative: Meanings; understandings; insights,;first-voice accounts; social, political, and cultural contexts… The Experiences of Fathers with a Premature Baby Elders’ Experiences with Caregiving in the Hospital Setting Modern Dance and Disability: Challenging Stereotypes Through Performance Art The Lived Experience of growing up in a ’Smoking’ Home The Mental Health Experiences of Hurricane Katrina Survivors Art as Political Movement (Banksy) Refugees in the New Millennium: Global Homelessness Some key ideas to consider Regarding the QUAL-QUAN ‘divide’: Although quantitative research has underpinnings in positivism, it can be very much grounded in theoretical perspectives such as feminism, critical theory, and post-colonialism Some examples: Grace-Edward Galabuzi’s ‘Economic Apartheid’ (2006) (Canada, secondary analysis) Shaw & Dorling’s germinal work (1996) ‘The widening gap: Health inequalities in Britain in the new millennium’ (UK, secondary analysis & geographic information science) Key ideas (cont’d) Although qualitative research has its underpinnings in lived experience, it can also be ‘positivist’ depending on the research question and the approach to inquiry (e.g some studies in heart health, poverty) In other words, the quantitative/qualitative dichotomy requires deeper scrutiny The MAIN point is that worldview and theoretical perspectives drive the research process regardless of the research approach Key ideas (cont’d) Reality is complex, constructed and ultimately subjective Research is an interpretative processes Knowledge is best achieved by conducting research in the natural setting Research questions in the real world More thinking about thinking... Research and philosophical assumptions Qualitative research is grounded in age-old philosophical concerns (also see p. 17, Creswell text): Ontological: What is the nature of reality (is it fixed? Is it objective or subjective…) Epistemological: What is the relationship between the researcher and that being researched? Axilological: What is the role of values? Rhetorical: What is the language (rhetoric) of research? Methodological: What is the research process? Philosophical Assumption Ontological (nature of reality) Epistemological (r’ship between researcher and the ‘researched’) Axiological (role of values) Rhetorical (language) Methodological (research process) Research from a Positivist perspective Research from a Participatory, Emancipatory perspective Applying philosophical thinking to the research process (see table, next slide) Social concern (including nursing concern) to be researched: 1. Childhood obesity 2. Problem Gambling 3… 4… The Qualitative Research Proposal Bottorff, 2008; Creswell, 2007; Denzin & Lincoln, 2008; Morse, 1998, 2007 Purpose of a Research Proposal (Bottroff, 2008) Communicates research plan to others (e.g., funding agencies)**Write for a multi-disciplinary audience Serves as a detailed plan for action Serves as a contract between investigator and funding bodies when proposal is approved Qualitative designs are “emergent” rather than fixed. The results of qualitative research are unpredictable (Morse, 1994) Questions a proposal must answer Why should anyone be interested in my research? Is the research design credible, achievable, and carefully explained? Is my research ethical? Is/are the researcher(s) capable of doing the research? Sections of Typical Qualitative Proposal (**make sure it is the same as the grid*** Introduction Review of Literature Related literature and theoretical traditions Design and Methods Introduce topic and significance (the “why bother?”) Statement of purpose, research questions/objectives Overall approach and rationale Sampling, data gathering methods, data analysis Trustworthiness (Soundness of the research) Ethical considerations and consent forms Knowledge Translation and Mobilization Plan (Timeline) (Budget) (Appendices) Introducing the Study – 1st paragraph (Bottroff, 2008) Goal: capture interest in the study Focus on importance of study (Why bother with the question?) Clear and concise (details will follow later) Synopsis of the primary aim of the study Persuasive logic backed up with factual evidence The Problem/Research Question Selective and persuasive – building a case for what is known or believed, what’s missing, and how the study fits in. Literature is used to demonstrate openness to complexity of phenomenon, rather than funneling toward an a priori conceptualization. Methods – challenges here Quantitative designs are more familiar to reviewers Qualitative researchers have a different language---it takes more ‘space’ (the need to teach qual ideas to the reviewers, in addition to outlining your proposed research) Methods (cont’d) Orientation to the Method: Description of the particular method that will be used and its creators/interpreters Rationale for qualitative research generally and for the specific method to be used. Rationale: Qualitative Studies are Valuable for Research… delves in-depth into complexities and processes on little-known phenomena or innovative systems focuses on informal and unstructured processes in organizations seeks to explore where and why policy and local knowledge and practice are at odds focuses on real, as opposed to stated, organizational goals is research that cannot be done experimentally for practical or ethical reasons Marshall & Rossman, 1999 Sample Purposive or theoretical sampling The purpose of the sampling Characteristics of potential types of persons, events or processes to be sampled How decisions about sampling will be made. Sample size Estimates provided based on previous experience, pilot work, etc. Access and recruitment Data Collection and Analysis (Bottroff, 2008) Types: Individual interviews, participant observation, focus groups, personal and public documents, internet-based data, videos, etc. (all vary with different traditions) Analysis methods vary depending on qualitative approach Add DETAILS and MORE DETAILS about how data will be gathered and processed (procedures should be made public, not magical) Data Management & Analysis How will data be keep organized and retrievable? How will data be “broken up” to see something new? How will the researchers engage in reflexivity (e.g., be self-analytical)? Convinces the reader that the researcher(s) is sufficiently knowledgeable about qualitative analysis and has necessary skills. Trustworthiness, Interpretive validity… (Soundness of the research) Reflected throughout the proposal, And address this specifically, using relevant criteria for the qualitative approach used Examples of strategies used: Triangulation Prolonged contact with informants, including continuous validation of data Continuous checking for representativeness of data and fit between coding categories and data Use of expert consultants More on interpretive validity later… Additional aspects of a proposal (More on these aspects later…) Ethical considerations (more in our class on Ethics) Consent forms Sensitive issues, vulnerable, ‘under threat’ people(s); ownership, control, access, possession… Links to professional codes of ethics (e.g CNA) Dissemination: ‘Knowledge translation and exchange; Knowledge mobilization’ (Timeline) (Budget)