DOCUMENT RESUME CE 073 194 ED 402 501 AUTHOR Stevens, Paul The Worklife Methodology. A Framework for Career TITLE Transition Making. Centre for Worklife Counselling, Sydney INSTITUTION (Australia). PUB DATE 96 NOTE 7p. Viewpoints (Opinion/Position Papers, Essays, etc.) PUB TYPE (120) MF01/PC01 Plus Postage. EDRS PRICE Adults; Career Change; Career Choice; *Career DESCRIPTORS Counseling; *Career Development; Career Planning; Evaluation Methods; *Evaluation Utilization; Foreign Countries; Models; Occupational Information; Resources; Self Actualization; *Self Concept Measures; *Self Evaluation (Individuals); Vocational Interests ABSTRACT The Worklife Methodology is a process for helping people determine their next career and life management actions. It includes three components: the Stevens' Model of Career Development; 2, or 3; and Structured Analysis through Career Analysis Levels 1, the Three-Dimensional Analysis Process. The Stevens' Model of Career Development is a formula for taking people through the whole journey of self-exploration and evaluation of their career options and on to the successful implementation of their choice, given their employment environment or labor market opportunities and restrictions. The model shows the sequence in which a person should proceed to resolve worklife direction problems. The model has six stages, with specified activities within each stage: self-assessment, interpreting data, opportunity awareness, decision learning, transition training, and transition accomplished. Structured Analysis provides three levels of self-search through the use of an equation that helps to order information in a coherent way that will lead to improved understanding and comfort in choosing a particular career action. The third component of the Worklife Methodology, the Three-dimensional (3-D) Analysis process includes a focus on job content, employment environment type, and lifestyle preferences. The Worklife Methodology seeks to help a person define his or her real self. It is now widely used to assist adults in personnel review situations in Australia and New Zealand, and it is also being used in other countries for helping people through career transitions, employment problems, and unemployment. (KC) *********************************************************************** Reproductions supplied by EDRS are the best that can be made from the original document. *********************************************************************** U.& DEPARTMENT°, EDUCATION PERMISSION TO REPRODUCE AND °Mee of Educaborwi Reagan :a and improvement DISSEMINATE THIS MATERIAL EDUCATIONAL RESOURCES INFORMATION HAS BEEN GRANTED BY CENTER (ERIC) tRclhis document naa been reproduced as G PS received from IMP Demon or organization originating it Minor change. base been moo. to improve lePrOduction mussy Points of view or opinions stated in this docw most do not necessenN represent official TO THE EDUCATIONAL RESOURCES OERI DOSIIi041 or policy. The Worklife Methodology INFORMATION CENTER (ERIC) A Framework for Career Transition Making by Paul Stevens, Founder / Director, The Worklife Network have been published. The most person neglected the difficulties The Worklife Methodology recent is the 10th Anniversary of (i) making a decision between for helping people deter- edition published in 1991 (ISBN appealing options and (ii) how to mine their next career and 1 875134 10 7) and reissued in implement a career action deter- management action step life mination once it had been care- 1996 with a new cover depicting comprises, in its most basic form: fully and thoroughly identified. a Swedish artist's representation The Stevens' Model of Ca- Hence my Model includes the of the theme of the book. reer Development steps of Decision Learning and The Model is a formula for Structured Analysis through Transition Training. I also found taking people through the whole Career Analysis Levels 1, 2 that several models researched journey of self-exploration and or 3 and designed within an academic evaluation of their career options environment failed my tests The Three-Dimensional and on through to the successful when applied to the situations of Analysis Process implementation of their choice, my clients in the reality of the given their employment environ- The Stevens' Model of world of work. While originating ment or labour market opportuni- Career Development (see career adult development in ties and restrictions. Figure 1) theory, my Model has an essen- is foolish to reinvent the It tially practical approach which It is inevitable that, as time pass- wheel or ignore the wide variety incorporates most, if not all, of es, researchers or practitioners in of wheels that already exist. So the aspects of a person's work career and worklife counselling the Model I have evolved incor- and way of life in their career evolve new theories and models porates the hard work of previous transition mak- and enrichment those well refine already or researchers and career develop- ing. known. The Stevens' Model of ment practitioners and their out- Career Development is one of The Stevens' Model illustrated put of career decision-making them. I devised an early version in Figure 1 shows the sequence approaches and counselling pro- of the Model in 1981 when a in which a person should proceed cesses. But, like an artisan, I book I had written, Stop Postpon- worklife direction resolve to have added to and refined the ing the Rest of Your Life, was problems. The Model has six wheels. I have rejected what has first published. Since that date, Within each stage there stages. not worked to my standards of considerable refinements and ex- are specified activities. The activ- career support provision and dis- tensions of my Model have been the individual undertakes ities covered some nuts and bolts not made and, concurrent with this can be with or without the sup- previously invented. In particu- evolution, new editions of Stop port of a career counsellor or lar, what I did observe was that Postponing the Rest of Your Life mentor. It is necessary to proceed many models designed to help a through each of these discrete stages in the sequence described. Worklife has been providing in-company career and life planning training To change this sequence could since 1983. In the past year nearly 100 workshops have been facilitated. jeopardise the validity and quali- Career development support strategies have been designed in partnership tative success of the outcomes. with more than 22 organisations since 1994 for their employees and executive management objectives. 9 Worklife Ply Ltd, Sydney 1996 Figure 1 The Stevens' Model of Career Development lots of data can be fitted by the client and viewed from different Stage One: Self-Assessment perspectives by both the client (Clarify issues and concerns Assemble an information base and the skilled helperthe career through structured analysis Review current job effectiveness counsellor or mentor. Check employment experiences Abilities Interests Values Primary wants Employment environment vreferences Structured Analysis Lifestyle considerations (see Figure 2) It is useful to employ an equation Stage Two: Interpreting Data to provide a structure for the (Analysis Transferable skills identification Career client's self-review, so that the requirements developed Resolve ambiguities Lifestyle client's thinking is given a dis- integration Monetary needs and considerations Barriers to tinct focus and sense can be uccess Identify perceived and real constraints made of the complexities of their psychological make-up and the Stage Three: Opportunity Awareness of their individuality personal CCollect information Research Organisation information needs. The use of an equation gathering Reality testing Cultivate a network Mentoring helps them to not only identify Evaluate results Select career action(s) options what is important to them but also determine how important each of these aspects is in their Stage Four: Decision Learning career determinations. Evaluate career action options Trade-offs Decide on goals Prepare Career Action Step Statement The Worklife Methodology in- corporates the option of three levels of self-search and planning Stage Five: Transition Training detail by the client. Level 1 is (Schedule career transition actions Rehearse for negotiations expressed as an equation: Develop strategies for success Check career action preparation Prepare requests for approval Audit career M (PW) + V + I + PS - PC ..ransition progress = Career Action Step Decision Stage Six: Transition Accomplished My experience that the is Review of completed career action steps Assessment of majority of clients can evolve well-being satisfactory outcomes for their career planning by using this in fact, encouragestalking to The Stevens' Model of Career Level 1 equation. Yet, for many, Development is essentially a de- and being helped by others dur- a greater depth of analysis and velopmental based concept, not a ing self-search problem- the data gathering about self and matching process. Users are not solving and decision-making employment situation their is led to a list of occupations on journey. needed and often wanted. Hence which to base their career action Career assessment instruments Levels 2 and 3. decisions. They are led to initiate for self-assessment by the client career exploration (Opportunity The equation helps people to and structured self-search and Awareness) using the explore themselves and to incor- conclu- self-determination designs have sions from their self-assessment porate this information in a co- been developed for each stage of herent way which will lead to phase and then apply detective, the Model. communication improved understanding research and and skills. The Model requires the The use of the Model proceeds comfort in choosing a particular more comfortably user to be self-sufficient, if using a career action. The formula com- but structured framework into which does not preclude the need for prises M for Motives, V for Val- ues, I for Interests, PS for Pre- Figure 2 Career Analysis Levels ferred Skills or Competencies, PC for Perceived Constraints. M (PW) + V + I + PS PC Level 1 : M = Motivationis about es- Level 2 : Structured Learning Workbooks tablishing what our current pri- My Career, My Life, Myself (Stevens, Worklife) mary wants are at this stage of The PIE Method for Career Success (Porot, JIST Inc.) our life and personal circum- stances. How to Create a Picture of Your Ideal Job (Bolles, 10 Speed) V = Valueshelps focus on Level 3 : Life Management Review what we value most consistently. Stop Postponing the Rest of Your Life (Stevens, Worklife) Awareness of our values is criti- What Color is Your Parachute? (Bolles, 10 Speed) cal so that we avoid affront or Life Skills (Leider, Pfeiffer / Prentice-Hall) disappointment. Values are a crit- ical factor in our quest for per- Clients assemble this database: should be incorporated in their sonal fulfilment. to analyse their particular situa- career planning and subsequent tion with the assistance of non- I = Interests career actions. assessment threatening, which non-psychometric identifies the essential An example of a Level 3 themes that need to be incorpo- career assessment instruments; to workbook is Stop Postponing the unravel confusion; and to put rated in our work for us to have a Rest of Your Life which contains order into their thoughts and con- chance at deriving work satisfac- 50 analysis exercises covering clusions. They can then plan their tion. each of the six stages of Stevens' exploration and carry out action PS = the talents, skills, com- Model of Career Development. steps to alter a worklife situation The exercises petencies we prefer to use in our stimulate self- which is proving unsatisfactory work, i.e. our specific set of mo- exploration, learning by doing, or inhibiting or fulfilment, tivated abilities which may or self-discovery options awareness change from unemployment to may not conform with our apti- and personal resolutions. Clear being appropriately employed tudes. directions are provided for where what we do is matched recording responses, information, PC = Perceived Constraints. with our uniqueness. insights, consultations with oth- These feature in everyone's lives. Many clients require a larger ers, reflections, action steps, real- Listing them is important. The database before planning can take ity testing, checklists and sched- individual items can then be ex- place and they can make deci- ule making. amined to determine the degree sions. Hence, the Worklife Meth- to which each constraint exists While the most desirable situa- odology for Levels 2 and 3 utilis- and a conclusion can be reached tion is for the individual to com- es publications designed as plete all of the exercises, some as to whether it really is an obsta- workbooks with questionnaires cle or can be circumnavigated by career development and life man- and inventories requiring many agement issues can be satisfac- adopting a particular strategy or hours of use and data collation attitude or acquiring more accu- torily resolved by using a selec- and contemplation. These pro- tion of the exercises from each rate information. vide a structure for clients' think- Stage. It follows that omitting a Constraints are also personal ing and acting. The myriad of Stage by avoiding all exercises in choices about what the person facts and experiences of the lives that Stage jeopardises the success wants to include in their frame- they have led need to be segment- of outcomes. work of decision making, e.g. ed. Clues may be buried in the part-time work hours, child- or The structured analysis exer- depths of their memory, even in obligations and de- elder-care cises emphasise learning through their subconscious. A structure sires. In other words, the boun- stimulated self-initiated explora- may prise them out into the open daries of our personal decision tion. People can undertake them for considered review and for alonein privacyas making. of 'home- evaluation whether they Worklife Pty Ltd, Sydney 1996 3 4 Three-Dimensional Analysis Figure 3 work'. They can proceed at their own pace through their career management review life and journey. Alternatively, a trainer can select some exercises to be undertaken during attendance at a workshop, or a counsellor can do likewise during a series of coun- c> CAREER ACTION SELF selling / career coaching helping ASSESSMENT STEP DEFINED JOB meetings. CONTENT Some people experience diffi- culty with self-search exercises EMPLOYMENT ENVIRONMENT TYPE COMPATIBILITY of this nature. They may want a speedy resolution to their prob- LIFESTYLE PREFERENCES lem, a quick fix. Some will not experiment adequately with the exercises in Stop Postponing the ternal characteristics of the per- results they want and deserve for Rest of Your Life before conclud- external. The son than the undertaking this effort. ing that they do not need them or client's data gathering is guided Three-Dimensional Analysis that this method is unappealing. to each of the three dimensions. (see Figure 3) Reluctance to commit personal The client must link their internal thoughts in writing will deter data (their inner self) to their the of third The component some. Concerns about sharing the Methodology is Work life view of their external world (the personal data with a counsellor Three-Dimensional (3-D) Analy- outer self) before a career self- or trainer may cause them to fail help action can be taken. The sis process. Identifying an appro- their own learning to extend priate career direction is more client demands methodology boundaries. Some need to be complex than simply analysing self-responsibility, i.e. the need driven by a recent setback in skills and finding out where they to recognise that the person, not their career or personal life to best fit in the world of work. This others, is accountable for their find the courage and make the analysis requires a 3-D approach own employability and worklife effort required to complete the focussing on each of the follow- satisfaction. exercises which often seem con- ing: Job Content, Employment It is a person's internal and ex- fronting in nature. Environment Type and Lifestyle ternal characteristics which cause Preferences. Once the client has The important factor is that them to be satisfied or dissatis- assembled their data and deter- reading and thinking about career fied in their employment choice. mined their requirements for each and life management rarely suf- The external characteristics are: of the three dimensions, the task fices when considering all that occupational title, job title pro- of integrating each into a coher- needs to be done to make signifi- vided by an employer (may differ ent career direction is addressed. cant changes in behaviour, atti- to the first), remuneration, pres- This 3-D approach within the tude and degree of inner well- tige, status, location, commuting Methodology extends Work life being about our worklife. A per- to and from workplace, degree of the traditional person-job content proceeds actively who son influence with others, evidence only matching procedures and through the exercises in Stop of career path(s) traversed to thereby redefines career planning Postponing the Rest of Your Life date. The internal characteristics as life management planning. is learning the value of feeling are: self-concept, goals, aspira- more in charge of their career Summary tions, values, feelings, satisfac- and life management direction tion, anger, disappointment, phi- The Worklife Methodology seeks and enhancing the beliefand losophy of life, view of age and to help the client define their real thereby their self-confidence health, the feeling of being in self. It is focused more on the in- that their diligence will bring the control of one's life direction. © Work life Ply lid, Sydney 1996 4 Figure 4 Employer's Support Services Guide Each of us has an individual world created around our view of Stage One: Self-Assessment self. This inward view of our- Provide resources for self-understanding Self-help workbooks selves gives us our personal per- Assessment instruments Analysis of development needs spective on the world around us. Skill gap assessment Career planning workshop The events occurring in our out- side world, whether work, family or other happenings, are inter- Stage Two: Interpreting Data preted by the current state of our Provide fom for confidential discussion forum Counsellor help inner world or view of self. Some Check for realistic appraisal of potential Input data into call this inner world our self - employee skill inventory concept. Just as events are occur- ring outside usa continual se- Stage Three: Opportunity Awareness ries of changesso too our inner Kink world is changing. Our view of person with appropriate resources and people Provide career information resources Career path and mobility options these external events, therefore, Provide job content skill/competency definitions Job changes as our sense of self r.acancy, job rotation, secondment opportunity bulletins changes and we modify our in- ward view as these changes take place, comfortably or uncomfort- Stage Four: Decision Learning ably. Training in decision-making methods Communication of realities of options Provision of mentor assistance Our careereven broader, our Access to third party external counsellor Documentation of career action lifeis the outcome of our inner resolution self's responses to the interaction between these external and inter- nal forces. The choices, decisions Stage Five: Transition Training and emotional investments we Provide support to realise goal acceptable to organisation and make in work, family and other employee Career coaching from manager Interview training areas shape the overall nature of Résumé writing help our lives and feelings. Because neither we nor the environment Stage Six: Transition Accomplished stays still, changes in both influ- Follow up by HRM staff on outcomes, i.e. benefits for employer, ence, alter and sometimes disturb benefits for employee Schedule career progress review our viewpoint. Both major and Reinforce manager's role in career support minor changes can disrupt the balance. A new accommodation son is equipped with a meaning- counsellors are using it for people needs to be made. A redefinition ful life skill and is often capable in such diverse needs as: orders of self and the external world is of repeating the process alone of religious women (nuns); mili- required in order to restore com- when the need recurs in their tary to civilian career changers; fort to our lives and a sureness redundant personnel life's journey. (outplace- that the actions we take really are ment); work injured (rehabilita- Use of Methodology right for us. New assessments, an to the tion); women returning expanded awareness of our The Worklife Methodology is 'hard-core' workforce; unem- strengths, skills, preferences and now widely used to assist adults ployed; athletes terminating their value system need to be made. personal review in situations sporting careers; those who have Hence, our career is a sequence across Australia and New Zea- to or want to redeploy where they of alternating stable and transi- land. It is also the foundation for employers work; wanting a tional phases. Once a client has pathfinding help people to in career self-reliant workforce (see facilitated been through the Nordic countries through our as- Figure 4); migrants needing new Work life Methodology, the per- sociates, New Start AB. Career directions; the midlife confused; O Worklife Pty Ltd, Sydney 1996 5 _ = = third-age transition makers; aca- = =TM = - _-= _ = _ deme in their training of career .2.1.1 XL. ZA AA' ALI V-=w counsellors; post-retirement per- An Explanation sonal fulfilment seekers. Work life Pty Ltd continues to The term ` Worklife' was chosen with others, and effective perfor- research, design and publish new mance both at work and non- to reflect our continuing work in `tools' providing counsellors and work activities. 'Life' in Work- research, counselling, training trainers working with my Model and publishing material which life means our focus is on the with new designs and refine- total person. 'Work' relates to improving people's relates to ments to help the progress of enjoyment from their employ- the roles in which the person is those they are assisting at each ment activities and other aspects involved (employee, student, stage of the problem-solving pro- of their lives. homecarer and citizen) and their cess and to audit their clients' environments (workplace, educa- readiness to proceed to the next We do not accept the tradition- tional institution, home, commu- al view of career supportthat stage. nity). is, to help people acquire satis- * * * Ours is a holistic approach faction only from their working The Worklife Methodology is in our counselling and career hours. We consider that occupa- described by me in greater detail tional satisfaction can only occur training workshops we consider within A Passion for Work: Our all features of a person at the when a person's total needs are Lifelong Affair published in 1993 included in the assessment of same time as maintaining respect (ISBN 1 875134 20 4). what is lacking and what needs for personal privacy by use of to be done to increase inner well- non-threatening inquiries into improved being, relationships thoughts and circumstances. = TM .1-4. ALA." All The Network -7= Established in 1979 Paul Stevens, Founder/Director Worklife Career Action Centre, 5 Earl Street, Mosman NSW 2088, Australia PO Box 407, Spit Junction NSW 2088, Australia Web Pages: http://www.ozemail.com.au/-worklife Email: [email protected] AUSTRALASIA OVERSEAS NSW USA and Canada Western Australia The Centre for Worklife Counselling Career Research & Testing Service Training International T (02) 9968.1588 F (02) 9968.1655 T (408) 559.4945 F (408) 559.8211 T (09) 481.1544 F (09) 324.1216 Victoria The Netherlands Northern Territory Waite Career Development Centre The Phoenix Shop Raelene Overall Consultants T (03) 9621.2233 F (03) 9629.8929 T (20) 679.5766 F (20) 676.5416 T (08) 8941.1424 F (08) 8941.3029 ACT Sweden Tasmania Career Action New Start AB Tasmanian Career Centres T 0411.236.124 T (08) 653.6636 F (08) 653.6635 T (03) 6334.4622 F (03) 6331.3496 South Australia WellingtonNew Zealand Hong Kong Rod Wenham Career Consulting Learning Resources & Technologies Creative Careers Ltd T (08) 8211.7213 F (08) 8231.8171 T (852) 2890.8963 F (852) 2890.9015 T (04) 499.8414 F (04) 473.7991 Queensland AucklandNew Zealand United Kingdom Corporate Consulting Services TDA Consulting Limited Career Dynamics T (07) 3369.8499 F (07) 3369.5051 T (0181) 568.3040 F (0181) 569.9800 T (09) 489.9268 F (09) 486.7133 6 O Worklife Pty ltd, Sydney 1996 U.S. DEPARTMENT OF EDUCATION IC Office of Educational Research and improvement (OERI) Educational Resources Information Center (ERIC) NOTICE REPRODUCTION BASIS This document is covered by a signed "Reproduction Release (Blanket)" form (on file within the ERIC system), encompassing all or classes of documents from its source organization and, therefore, does not require a "Specific Document" Release form. This document is Federally-funded, or carries its own permission to reproduce, or is otherwise in the public domain and, therefore, may be reproduced by ERIC without a signed Reproduction Release form (either "Specific Document" or "Blanket"). (9/92)