The Transfer of Learning This page intentionally left blank The Transfer of Learning Participants’ Perspectives of Adult Education and Training SARAH LEBERMAN, LEX MCDONALD AND STEPHANIE DOYLE © Sarah Leberman, Lex McDonald and Stephanie Doyle 2006 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior permission of the publisher. Published by Gower Publishing Limited Gower House Croft Road Aldershot Hampshire GU11 3HR England Gower Publishing Company Suite 420 101 Cherry Street Burlington VT 05401-4405 USA Sarah Leberman, Lex McDonald and Stephanie Doyle have asserted their moral right under the Copyright, Designs and Patents Act, 1988, to be identifi ed as the authors of this work. British Library Cataloguing in Publication Data Leberman, Sarah The transfer of learning : participants’ perspectives of adult education and training 1. Transfer of training 2. Adult learning 3. Employees - Training of I. Title II. McDonald, Lex III. Doyle, Stephanie, 1953- 370.1'523 ISBN-10: 0 566 08734 0 ISBN-13: 978-0-566-08734-9 Library of Congress Cataloging-in-Publication Data Leberman, Sarah. The transfer of learning : participants’ perspectives of adult education and training / by Sarah Leberman, Lex McDonald and Stephanie Doyle. p.cm. Includes bibliographical references and index. ISBN-13: 978-0-566-08734-9 (alk. paper) ISBN-10: 0-566-08734-0 (alk. paper) 1. Transfer of training. 2. Adult learning. 3. Transfer of training--Case studies. 4. Adult learning-- Case studies. I. McDonald, Lex. II. Doyle, Stephanie, 1953- III. Title. LB1059.L335 2006 374--dc22 2006020640 Printed and bound in Great Britain by TJ International Ltd, Padstow, Cornwall. Contents List of Figures vii List of Tables ix Preface xi Acknowledgements xiii Chapter 1 Introduction 1 What is Transfer of Learning? 1 Why is Transfer of Learning Important? 2 Overview of Different Levels and Types of Transfer 4 The Transfer Context 5 Summary 6 Chapter 2 Transfer of Learning: Concepts, Theories and Approaches 9 Formal Disciplines Approach 9 Behavioural Approach 11 Generalisation Approach and Gestalt Theory 12 Cognitive Approaches to Transfer 13 Information Processing Models of Learning And Transfer 14 Schema Theory and Transfer 15 Cognitive Apprenticeships 16 Selected Approaches to Transfer 17 Work-based Approaches to Transfer 17 Preparation for Future Learning 28 A General Theory of Transfer 29 Other Ways of Looking at Transfer 31 Summary 32 Chapter 3 The Role of Learning in Transfer 37 Adult Learners 37 Professional Development 40 Change Theories 42 Approaches to Adult Learning 45 Summary 55 vi The Transfer of Learning Chapter 4 Transfer of Learning from the Classroom to the Workplace: A Longitudinal Case Study with Case Managers 61 Context and Overview 61 Findings 63 Implications for Management 67 Implications for Professional Practice 69 Implications for Educational Providers 70 Summary 71 Chapter 5 Transfer of Training in a Cultural Context: A Cook Islands Teachers’ Professional Development Case Study 73 Context and Overview 73 Findings 75 A Transfer of Training Model 84 Summary 87 Chapter 6 Transfer of Learning: A Case Study of Preparing for Future Learning 89 Context and Overview 89 Findings 92 Implications for Course Design and Delivery 96 Summary 97 Chapter 7 Facilitating Transfer 99 Learner Characteristics 99 Course Design 102 Workplace Characteristics 106 Summary 107 Chapter 8 Modelling Transfer: Refl ection on Action 109 Personal and Professional Development 109 Support 112 Preparation for Future Transfer 116 Conclusions 119 Summary 120 Epilogue 121 Appendix Further Research 123 Index 127 List of Figures Figure 1.1 Model for promoting learning from experience 6 Figure 2.1 Cognitive apprenticeship model 16 Figure 2.2 The Transfer Matrix; nine possible role/time combinations 18 Figure 2.3 A taxonomy of the socio-technical model of transfer and types of training situations 20 Figure 3.1 Adult learning, change, approaches and transfer of learning 38 Figure 4.1 Recommended transfer of learning model 67 Figure 5.1 A socio-cultural model of the transfer process 85 This page intentionally left blank List of Tables Table 2.1 Transfer of learning – concepts, theories and approaches 10 Table 2.2 Typology of transfer levels (adapted from Haskell, 2001) 31 Table 3.1 Knowles’s view on the differences between the learning of children and adults (adapted from Knowles, 1975) 38 Table 3.2 The roles, course components and instructor challenges in transformative learning (adapted from Cooper, 2001) 56 Table 5.1 Examples of some highly ranked facilitative strategies and the priority of cell categories 77 Table 5.2 Ranked barrier scores including priority of cell categories as determined by mean rank score 78 Table 5.3 Themes, sub-themes and examples of participants’ voices 80
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