The Edit Professonals

Saturday, April 21, 2012

Transformational Learning


    The understanding that adults go through significant changes throughout their life has been around for a very long time.  We have all experienced changes in our life that have caused us to be critically reflective of our situation and make the decisions necessary to change. All adults go through these life changes and are impacted by the result of these changes, "change is fundamental to adult life" (Merriam, 2005, p. 3).  Only recently, in the past few decades, has this assumption of adult change been incorporated into adult learning.
            As the development of adult educations theories grow, one cannot ignore the transitions that adults go through as a process of their education.  Mezirow as a pioneer of the transformative learning theory and has documented significant research on the topic since the 1990's.  "Mezirow's work in this area that transformational learning has achieved the status of a major theory of adult learning" (Merriam, (in press), p. 206).
            Personally, I have found that I have been transformed through my education career.  This transformation has allowed me to become a more mature learner.   Without the transformations I have had, I feel that I would not have been able to develop my skills and abilities in my chosen career field.  These transformations have also helped me identify my career goals in life.

Transformational Learning Theory Origins
            Transformational learning theory is an adult theory that has been around for more than two decades.  Transformational learning theory "continues to be the most researched and discussed theory in the field of adult education" (Taylor, 2007, p. 173).   This theory, has strong influences in adult education future theory development and is a critical theory for educators of adults to understand and research.
            To begin understanding the origins of transformation al learning, one must first evaluate adult transformations and how impact adult life.   An adult has two types of periods in their life that impact events and their outcomes.  Stable periods in the adult life are when "life structures are solidified"(Merriam, 2005, p. 3).  Transitional periods in an adult life is when we question and challenge our current situation and make changes in our life structures (Merriam, 2005).  These transitions can be planned or unplanned responses to the situations we are in.
            When adults make transitions, they often do so in full awareness of the situation and with support from friends and family.  For example, when my husband and I decided to have children, we did so with an understanding that we would experience a transition from our current environment to a new and different environment that involves kids.  These transitions come with the expectation of change.
            Often, however, changes happen during unexpected times throughout the adult life and are not associated with an event or planned transition.  These "non event" transitions come in several forms. Merriam (2005) identifies these nonevents into the following categories:
Personal nonevents are the aspirations a person has about his or her life that do not materialize.  Ripple nonevents are unfulfilled expectations of someone close to us.  Resultant nonevents are the result of another event. The delayed event is an event that still may happen, like getting pregnant after giving up trying (p. 5).
Merriam continues stating that there are two responses a person can have to any of these events.  When an adult identifies a transition, they can choose to "move toward this new understanding"(Merriam, 2005, p. 6), or the person experiencing the transition can revert back to the original environment. 
As mentioned earlier, Mezirow was a founding researcher in the transformational learning theory.  Mezirow associates change and transformation in adult learning based on the adults meaning structures.  These "meaning structures are two-dimensional"(Mezirow, 1994, p. 223) and involve meaning perspectives and an adults meaning scheme.  Meaning perspectives are "broad sets of predispositions resulting from psychocultural assumptions which determine the horizons of our expectations"(Mezirow, p. 223).  Mezirow defines meaning schemes as our beliefs, judgments, values, and feelings that shape our personal interpretation.  For example, as a women who has worked in several men oriented environments, I have a strong belief in the value of a nurturing environment in a workplace.  These meanings, based on the perspectives and values of adult learners, draw the learner toward similar and supportive teachings.  Teaching or learning that it is conflict with the adult learners perspectives and values have the potential of turning the learner away or challenging those meanings.  
      When we challenge our meaning structures, we have the ability to react in a manner that is critically reflective and allows us to transform from our original structure to a new structure based on the new information.  "We reflect on the unexamined assumptions of our beliefs when the beliefs are not working well for us, or where old ways of thinking are no longer functional" (Mezirow, 1994, p. 223).  Mezirow defines that personal crisis leads an individual to reevaluate their situation.  This reevaluation causes the adult to discover that past assumptions based on our meaning structures may not be accurate and a need for transformation is initiated. (Merriam, (in press))

Transformational Learning Theory and Adult Education
Merriam confirms that development happens during adult education and transformation events.  This type of development that is linked to a life event is "linked to the timing of the event"(Merriam, 2005, p. 5).  When transitions happen unexpectedly, the potential for learning is greater than from the expected transitions.  "These events are likely to be especially stressful; at the same time, their potential for stimulating learning and subsequent development may be greater than the more normative, anticipated life events"(Merriam, p. 5).  An educator may be able to take advantage of this type of transitional development through the introduction of new materials in a course.
     In a learning environment, the use of transformational learning helps students critically reflect on their existing assumptions, challenge them and identify new ways of thinking.  "The goal of transformational learning is independent thinking"(Merriam, 2004, p. 61).  Merriam believes that these challenges help the adult learner become more independent and therefore critically reflect on the learning and meaning.  "For learning to occur, an experience needs to be discomforting, disquieting, or puzzling enough for us not to reject or ignore it, but to attend to it and reflect on it" (Merriam, 2005, p. 8).  This reflective action allows the learner to evaluate the meanings in the context of the learners existing knowledge and identify how to cope with this new understanding. 
      Educators need to understand this method of transformation and take the appropriate steps to ensure the learning environment is in support of the transition.  "To facilitate transformational learning, educators must help learners become aware and critical of their own and others' assumptions"(Mezirow, 1997,  p. 10).  Adult learners look to educators to help facilitate the process of becoming critical aware of their assumptions and providing a safe environment to do this.  One method that educators can use to facilitate this critical reflection is to not directly challenge the perceptions of the students.  Instead, the educator can help communicate "validity, or justification for the belief"(Mezirow, 1994, p. 225).  Educators have an advantage, according to Mezirow, as they can be seen as an authority figure and an expert on a topic.  This relationship must not be overused or abused in an adult education environment.  "Educators can also facilitate reflective action by helping learners overcome situational, knowledge or emotional constraints"(Mezirow, p. 225).
      The expected outcome of transformational learning is the change in the learners perspective that supports development.  "Both the process and the outcome of transformational learning are developmental.  That is, the ability to reflect critically"(Merriam, (in press), p. 207).  this critical reflection tool is primarily a function of the adult learner and can be related to other learning theories.

Transformational Learning Theory in Relation to other Adult Education Theories
      The transformational learning theory has strong ties to other learning theories.  For example, self-directed learning begins with the learner "self-diagnosing learning needs" (Merriam, (in press), p. 205).  This critical reflection of needs could lead to a transformation and development.  With self-directed learning, the student determines their needs for growth and development and pursues this knowledge independently.  This desire for new learning could also be due to a recent transformation where the learners perspectives were challenged and initiated the need for new learning.
     The adult learning theory of andragogy also has similarities to transformational learning theory.  Andragogy is based on a set of five assumptions about an adult learner.  These five assumptions includes the adult learner "having an independent self-concept who can direct their own learning"(Merriam, (in press), p. 203).  This assumption is similar to self-directed learning as well.  Adult learners possess the ability to challenge their current perspectives and have the ability to develop, independently, the need or desire to further inquire about the challenged perspective.  Another similarity to transformational learning theory from one of the five assumptions is the learners motivation to learn through internal factors  (Merriam).  Internal motivations assume that the adult learner has an internal desire to change or inquire further on a perception.

Challenges to Transformational Learning Theory
     There are several challenges to the transformation learning theory, especially in the area that Mezirow focuses on event life changes.  For example, Merriam challenges Mezirow from the point that transformational learning requires "a rather high level of cognitive functioning is a prerequisite for transformational learning" (Merriam, 2004, p. 61)
      There have also been questions raised about the type of life events that impact transitional learning.  This concern centers around normal life events should not be categorized into the transformation theory or thought.  "Expected life course changes should not be confused with perspective transformation as proposed by Mezirow"(Tennant, 1993).  These events, according to Tennant and Pogson "are more accurately portrayed as changes in an individual's location within an overarching taken-for-granted world view"(Tennant & Pogson, 1995, p. 114)
Another challenge to Mezirow theory focuses on the need for rationality (Imel, 1998).  Mezirow suggests that meaning schemes are based on experiences that can be deconstructed and acted upon in a rational way.  However, Taylor comments that "critical reflection is granted too much importance in perspective transformation, a process too rationally driven" (Taylor, 1998, p. 33-34).
I feel that respect plays a crucial role in adult education.  Treating the adult learners as if they have relevant knowledge that is helpful to the course helps my students understand the respect I have for their knowledge and experience.  Many of my assignments are designed in a way that asks the learner to present their own knowledge of a topic.  
      All adults experience change events in their life.  Some of these events are expected and normal; some are more unexpected and can have profound impacts on a person's foundational beliefs and core values.
Mezirow was influential in the study of how transformations help or support the adult learner in overall development.  He identified that adult learners use critical reflection to evaluate and challenge their perceptions and beliefs.  Once they realize that there are differences, or challenges to their original perceptions, they can choose to accept the new perceptions or revert back to the old ones.  Either way, the transformations can be stressful and life changing for many adults.     Understanding transformation in adult learners is critical to educators.  It is critical that educators support the transformational process and understand the effects on development. "Transformative learning may not always be a goal of adult education, but its importance should not be overlooked and all adult educators should strive to understand it, even if they do not choose to foster it"(Imel, 1998).             
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