issues of Work life balance and online learning
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Cover Page
The balancing act: combining higher level study with work and family
life
Helen Goodall and Alison Keyworth
Faculty of Education and Social Sciences, University of St Mark & St John, Derriford
Road, Plymouth, PL6 8BH, UK. Tel: 01752 636700 ext 6502
[email protected] and [email protected]
2
The balancing act: combining higher level study with work and family
life.
Abstract
This research investigates the strategies employed by part-time postgraduate students to
overcome the challenges associated with undertaking study alongside full-time teaching
careers and busy family lives. Using purposeful sampling, qualitative data was collected
via telephone interviews with participants on two masters’ programmes in the UK, both
primarily aimed at school teachers. The findings strongly suggest that students were
able to overcome the perceived challenge of balancing the demands placed on their time
and energy to achieve a work-life-study balance by developing specific time-
management, personal organisation and self-reward strategies. Similarly, a range of
support mechanisms, both formal and informal, were utilised or constructed with
particular value placed by the study’s participants on the collaborative networks and
discussions that they were able to have with fellow students. These collaborative
encounters are represented as communities of practice (Lave and Wenger, 1991;
Wenger, 1998) in this paper. The strategies and mechanisms identified through this
research are offered as a heuristic to other students who are invited to consider them as
possibilities in navigating their own way through similar, challenging terrain. There are
also implications for educators supporting part-time postgraduate learners which, again,
are offered for heuristic consideration.
Keywords: work-life-study balance; part-time masters’, CPD, learners’
motivation
(Abstract word count 199)
Introduction
The disparity between students in respect of the ease with which they negotiate their
studies is not peculiar to part-time masters’ programmes, as is evident in the work of
others such as Klenowski et al (2011) and Bowyer (2012). Balancing study with part or
full-time work and, for some, family life, is likely to present a challenge for anyone
3
trying to undertake all three and engage in any other activities simultaneously
(Dowswell et al, 1998). Such challenges are well documented in the literature but, as
lecturers and programme leaders involved in part-time postgraduate provision we, the
authors, observed significant differences in the ‘felt’ difficulty that learners experienced
in respect of juggling the competing demands on their time and energy. Whilst some
seem to manage without trying very hard to do so, others protest that they do not have
the time to complete the course work and require substantial assistance to navigate their
way through their masters’ degrees. As Kember (1999) notes, students begin their
studies with varying degrees of competing demands on their time from work, family
and social sources, yet the extent of these demands on individual learners is not
necessarily mirrored in their levels of ‘felt’ difficulty. Neither does it appear to be
reflected in their capacity to achieve a work-life-study balance which enables them to
complete their course of study successfully.
‘Work-life-study’ balance
Since the launch of a major government campaign in 2000 (Changing Patterns in a
Changing World, DfEE, 2000), ‘work-life’ balance has been widely discussed. It is
based on the notion that paid work and personal life should be seen as complementary
and equally important rather than as in competition with each other (Manfredit and
Holliday, 2004). In reality though, this involves constant juggling (Bell et al, 2012) and
whilst ‘work-life’ balance may have received a considerable amount of attention in
academic publications, there is a paucity of literature that brings studying into the
equation. If balancing the demands of the workplace and personal life is a difficult task
(Hill et al, 2001), it seems safe to assume that introducing the additional dimension of
study will render such balancing even more of a challenge. The potential magnitude of
such a challenge therefore begs the questions ‘what motivates people to undertake part-
time postgraduate degrees and how is that motivation sustained?’
Motivation to study
In the context of this study, motivation is understood to be influenced by an individual’s
beliefs and values, and constructed through their prior experiences. The motivation or
intention to learn is taken to mean ‘a person’s tendency to find learning activities
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meaningful and to benefit from them’ (Wlodkowski, 1999: 4), although the learner may
not be aware of their own intent (Segers and van der Haar, 2011). Also accepted by the
authors is the idea that ‘individual people are microcosms of their social environments’
(Fook and Gardner, 2007:15). It follows therefore that what motivates individuals to
learn will be driven by what is generally perceived to be important or desirable within
their specific socio-cultural context. If activities associated with professional
development are valued, people are likely to be motivated to participate in them. Ediger
(2011) argues that both newly qualified and experienced teachers should be ‘well-
educated to provide for all pupils in the school setting’ (2011: 850) and recommends
participation in masters’ degrees for the enhancement of school-place teaching. This
view echoes that of the last and previous Labour governments whose initiatives to
encourage teachers to undertake masters’ degrees included the provision of funding for
both of the programmes completed by participants in this study (Department for
Children, Schools and Families, 2007).
The current government also emphasises the importance of professional learning for
teachers (Department for Education, 2010 and 2011) but makes explicit their
expectation that teachers should take responsibility for their own continuing
professional development (Burn et al, 2010). As Opfer et al observe...
Professional development is largely considered an individual teacher’s
decision ... the effectiveness of professional development activities is
therefore dependent on teachers’ perceptions of professional learning
activities (2012: 4).
Although teachers may depend upon the support that they receive from supervisors,
tutors, family, friends and colleagues during their studies (Haggis, 2002), it is ultimately
their own responsibility-taking that enables them to complete their masters’ degrees.
Their motivation to begin and to continue postgraduate study is also associated with its
perceived value as a form of professional development. It is therefore interesting to note
Anderson et al’s (2008) conclusion that individuals’ motivations to complete their
courses of study are largely intrinsic, rather than being rooted in the more extrinsic goal
of career advancement.
5
A further influence on student motivation is investigated by Jamieson et al’s (2009)
research into the benefits of part-time higher education study. The central focus of this
work is the significance that is placed on the perceived increases in three areas of
capital - human capital, identity capital and social capital. Jamieson et al conclude that
identity capital in particular is greatly improved through the achievement of academic
qualifications. Although such achievement may also enhance human capital by
increasing employment opportunities, this is not perceived to be as important to students
as the impact that their achievements have on their sense of self or growth in self-
esteem (Anderson et al, 2008).
It appears, then, that a number of motivating factors are likely to be at play when a
teacher enrols on a part-time master’s degree programme, many of which will remain
influential throughout the course of study. What is less clear in the literature is the
impact of motivating factors on individuals’ perceptions of their ‘work-life-study’
balance.
Balancing strategies
Opfer et al suggest that ....
The choice to participate in any professional learning activity occurs at the
intersection of individual orientation to learning and school orientation to learning
(2011:20).
In other words, a teacher is able to commit to a course of study if they are confident that
they will be supported in their endeavours by the school and by their colleagues. As
already inferred, other important sources of support are family, friends, peers and the
academic staff attached to the chosen programme of study (Haggis, 2002). Support
might take the form of encouragement, mentoring, supervision or the provision of a
‘sounding board’. In other instances, support might mean that others take on some of
the student’s tasks and responsibilities, either at home or elsewhere. Kember (1999)
identifies this as a renegotiation of social status or position that enables study time and
space to be created. Kember also notes the need for the student and others, such as their
families, to make some sacrifices during the period of study. He concludes that those
who do not adopt coping mechanisms are less likely to complete their course of study,
6
but he does not consider how the learning environment or programme staff might
contribute to or assist with the development of such mechanisms or strategies.
In our work with teachers engaged in part-time postgraduate study, it became evident
that contact time with others who were further forward with their studies and happy to
share their experiences was greatly valued by those students in the early stages of their
programmes. Undertaking research is frequently a solitary activity and, in this respect, it
contrasts significantly with the more interpersonal nature of teaching (Cordingley,
2008). Given the research focus of the two programmes at the centre of this
investigation and the extent of independent study involved, this contrast may explain
something of the value placed on such contact time. Further, Cowan (2012) argues that
communities of practice are highly effective in maintaining participants’ engagement
and achieving high levels of completion of masters’ programmes. The opportunities
afforded to students that enable them to spend time with other, more experienced
programme participants mirrors the peripheral participation of newcomers that is
generally to be found in communities of practice (Lave and Wenger, 1991). In time and
as their competence and confidence develops, the newer students move from peripheral
to full participation and find themselves sharing their own experiences with others in the
early stages of their respective learning journeys.
The rationale for this research
Anecdotal accounts and more formal evaluations from our own students indicated that
what they found particularly valuable was hearing how others had approached the
challenges associated with undertaking part-time study whilst working and attempting
to maintain something of a personal life. It was with this work-life-study balancing act
in mind that this research was undertaken: we wanted to understand better how we
could help to facilitate both local and wider sharing of experience and balancing
strategies. This study therefore brings together accounts from past students who have all
managed to complete a part-time postgraduate programme successfully whilst working
and maintaining a family life. The intention is to develop a better understanding of how
students manage to achieve a ‘work-life-study’ balance and to offer some ideas which
others, both students and educators, might find useful. Specifically, we focus on:
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The challenges students experience when combining study with work and family
life
How students are able to sustain their motivation throughout their period of
study
The strategies and mechanisms that students employ and utilise to overcome the
challenges they face
The implications for educators working with students in similar situations
Unlike similar studies, this investigation acknowledges the situated and complex nature
of learning and the unique and individual experiences of learners (Anderson et al, 2008)
whilst adopting a pragmatic approach that aims to offer a heuristic to other part-time
learners and their educators. Any such offerings are given cautiously and there is no
intention to establish universal truths: instead, our conclusions are presented for each
learner and educator to consider and adapt.
The research context
This study was conducted in an education faculty and brings together the views and
experiences of participants from two masters’ level programmes: the Masters in
Education (MEd) and the Masters in Teaching & Learning (MTL) programmes.
Participants in the study were full-time teachers who had all successfully completed
their respective masters’ programmes at the same university within the previous two
years.
Given the apparent significant differences in the felt difficulties that learners
experienced in respect of achieving a work-life-study balance, it seemed clear that
gathering data from past students who had all managed to successfully negotiate a part-
time master’s programme whilst working and maintaining a family life, would provide
some useful insights for current and future students, both on our own and other part-
time postgraduate programmes.
The participants
Ten former postgraduate students were purposively selected (Cohen et al, 2011) to
engage with this study based on the following criteria:
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They had successfully completed their masters’ studies
They worked full-time during their studies
They had families (with either shared or sole responsibility for their children)
Clearly, there are limitations associated with purposive sampling and with using such a
small sample: it could certainly be argued that the views collated here can only make a
modest contribution to this area of research. Nevertheless, as researchers we align
ourselves with Holst’s (2009) position that those engaged in research should avoid
philosophical ignorance: we have had lengthy conversations about what does or does
not constitute a truth and accept that an individual’s reality is just that. By adopting a
pragmatic approach and focusing on usefulness (Giacobbi et al, 2005; Baert, 2005;
Bernstein, 2010), we believe that the qualitative data collected during this investigation
enables some helpful conclusions to be drawn. It is important to note that this study
does not lay claim to offering fool-proof techniques for maintaining a work-life-study
balance. Instead, it offers some helpful possibilities for better balancing and a heuristic
for consideration by those wishing to benefit from the experience of others.
Method and data analysis
Qualitative data were collated via telephone interviews using a pre-constructed set of
questions. The semi-structured interview questions were open-ended enough to allow
participants to express their perspectives freely whilst still allowing for the generation
of comparable data (Savin-Baden and Howell Major, 2013). The interviews sought to
elicit participants’ views and feelings regarding their higher-level study, in so far as
what they found challenging, what motivated them to continue studying and what
strategies they employed that enabled them see their studies through to a successful
conclusion. Participants were also provided with an opportunity to speak freely about
their experiences and raise any additional points which had not been addressed through
the pre-set questions.
Data generated from the interviews were thematically coded and analysed using the first
three areas of focus identified earlier: the challenges experienced by students when
combining study with work and family life, the motivating factors that persisted
9
throughout their course of study, and the enablers, strategies and mechanisms utilised to
complete it.
Findings
Theme 1: Challenges
The dominant factor cited by all respondents when asked what they found most
challenging about undertaking part-time study was time management and having to
juggle the competing demands on their time. This is illustrated in comments from
different participants ...
The most challenging aspect for me was juggling time. The stress of balancing
home and work life and introducing study time into this as well (Participant C).
Time management was a real challenge, as I had only just started as an NQT
[newly qualified teacher] and was busy trying to get my head around the
teaching job’ (Participant D).
The act of juggling the competing demands on time was clearly experienced as
stressful. This echoes findings from Arthur et al’s study (2006) which identified that a
lack of time, caused by having too many other personal and professional commitments,
hindered postgraduate students in completing their assessment tasks. As will become
apparent, students participating in this study were able to formulate strategies to manage
this issue and their own associated feelings of being under stress.
A further challenge noted by more than half of the participants was their anxiety at
completing academic work at masters’ level. Some held concerns over specific aspects
of writing at this level and/or not being sure of what would be expected of them. Others
had been out of academia for some time and were anxious that they had forgotten how
to approach academic work. The following extracts from interviewees’ responses
highlight these points:
I was concerned that there seemed to be a big jump from undergraduate work to
postgraduate (Participant A).
10
Reading around the subject for the literature review part of the dissertation and
understanding ethical principles associated within educational research was
challenging (Participant E).
I found it challenging initially to get back into higher level study after a break
from academia. To begin with, it was tricky to know what was expected of me
(Participant G).
In addition to the challenges associated with time management then, the other most
frequently cited challenge lay in the students’ own perceptions of their levels of
academic competence.
Theme 2: Motivating factors
(i) Support from others
One of the recurrent themes that emerged from participants’ views on what had helped
to maintain their motivation during their studies was the instrumental role of the tutor in
this. All respondents made reference to the level of support received by their allocated
university tutor and the significant extent to which this had helped them to remain on
track and complete their studies. This is demonstrated in the following contributions
from interviewees:
Regular tutorials with my tutor were a motivating factor as I always came away
with a new focus to work towards (Participant B).
Face to face tutorials were invaluable as they helped me not to feel isolated as a
distance learner (Participant D).
I found the goal setting element of tutorials helpful, as I came away feeling
accountable and the fact that I had to commit to producing something by a
particular date was certainly motivational (Participant H).
Having email contact with my tutor at key points was useful as it kept me going
in the right direction and prevented me from just ‘floating out on my own’
(Participant J).
However, it was not just tutor support that featured highly on participants’ lists of
motivational factors. The majority of respondents (eight out of ten) acknowledged how
important the support received from others had been in helping them to stay focused
and on track. Participants mentioned a range of support networks that they had drawn
upon whilst completing their masters’ level studies, with the most common being family
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members, friends and work colleagues. One respondent, for example, noted how it was
hugely beneficial to know that another teacher at their school was also working on a
masters’ qualification, enabling them to empathise and ‘bounce ideas off each other’.
There are parallels here with the findings of Anderson et al (2008) and Haggis (2002)
who also identify the benefits of support networks in helping postgraduate students to
complete their studies.
Support from family members was also highlighted by most respondents. As one
participant commented, the on-going encouragement and support that he received from
his wife and mother were significant motivational factors in helping him to see his
studies through to completion.
Feeling supported by or receiving support from others appears to be an overwhelmingly
significant motivational factor for participants in this study. All respondents made
reference to this and most cited the support network available to them through the
University as being particularly beneficial in sustaining their focus and drive:
The Masters’ Practitioner Days were a life-line. The chance to connect with
others and be in an environment that was mutually supportive was very
motivational (Participant B).
The support days at the University helped to keep me on track. It showed me
that the masters was possible and manageable to do as others had gone through
it and survived (Participant F).
Some of the presenters at the Practitioner Days who had completed their
dissertations and shared their experiences were really helpful. A real motivator
was those who explained how they had tackled their work. I went away thinking
‘I can actually do this!’(Participant H).
As these comments demonstrate, having opportunities to discuss research ideas with
other students (former and current) was perceived as extremely motivational. This
corroborates Tobbell and Donnell’s findings, highlighting that ...
The necessity for wider relationships in the new community was emphasised by
nearly all participants; they discussed the need to spend time with fellow
students and seek their experience and advice (2013:132).
Both Tobbell and Donnell’s research and this study support Cowan’s (2012) assertion
that communities of practice are highly effective in maintaining participants’
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engagement in and completion of masters’ programmes. The Practitioner Days referred
to above are semi-facilitated weekend sessions that bring together students at varying
stages of their studies: they create a forum for peripheral and full participation in a
community of practice. The data from this study emphasise the value that the
participating part-time students place on face-to-face contact with peers. Although all of
the participants in this research had access to a virtual learning community, none
explicitly mentioned this as helpful in maintaining their motivation to complete their
studies: only face-to-face conversations and networking are identified as valuable. It
seems evident then that educators who are leading such part-time programmes consider
how best to enable and support students to engage in ‘actual’ collaborative
conversations and communities of practice. However, it is also worth noting the
absence of reference by participants in the study to virtual or digital learning
communities. Our students might be ‘digital natives’ or ‘digital immigrants’ and there is
clearly a need for us, as educators in universities, to familiarise ourselves with the
complexities associated with scholarly virtual network participation (Berman and
Hassell, 2014). As Smith (2012) points out, sufficient research is still not in place to
enable us to fully understand how technology can best address the range of students’
needs and this is particularly evident in respect of scholarly, virtual communities of
practice.
(ii) Having something ‘to prove’
Seven out of ten participants in this research mentioned that their desire to prove
something to themselves or to someone else was critical in helping them to maintain
their motivation to complete their course of study. The following example of one
participant’s determination to succeed is representative of a number of similar
responses:
What motivated me was the fact that I’d started so I told myself that I would
finish. I had reached a point where I had invested so much time that I didn’t
want to give in (Participant C).
Other participants described how they were driven by their determination to prove
something to others, as well as themselves:
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When I was at school in 1983 my form tutor told me ‘university isn’t for the
likes of you’. I wanted to prove this person wrong! (Participant F).
I messed up at school and university. I wanted to show that I could apply myself
and achieve academically. I wanted to get a ‘monkey off my back’ (Participant
I),
These articulations of the personal significance of demonstrating academic capability
and the associated implications for increasing self-worth and self-esteem support
Jamieson et al’s (2009) ‘identity capital’ theory of what motivates students to learn.
Participants who had previously seen themselves or been labelled as academically
deficient were driven to prove to themselves or others that this was not the case by
successfully completing their masters’ degrees.
(iii) Professional development
Less frequently commented upon but still worth mentioning here is that four of the ten
participants in this research experienced studying something that they perceived as
highly relevant to their own practice as very motivational. One person stated that...
The direct impact of my studies in my own classroom was very motivational. I
could see that what I was studying and applying was making a difference to the
children, parents and colleagues (Participant B).
This view is also echoed in the following response:
Studying for my masters had such an immediate impact on me as a teacher and
my own self-confidence grew out of this. I was able to choose a research focus
that was directly relevant to my own practice (Participant C).
The emphasis placed on practical application and professional development in
comments such as these does not specifically challenge Anderson et al’s (2008)
conclusion that career advancement in itself is not a significant motivator for students.
However, it is evident that relevance to practice and a corresponding growth in
confidence in the classroom were perceived as motivational by some participants. It
could therefore be assumed that such professional development will, in turn, have
implications for the future career advancement of the individuals in question, should
their increased confidence levels lead them to seek such advancement.
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Further, if practical relevance is seen as significant in maintaining motivation to
complete masters’ studies, it seems evident that students should give careful
consideration to the focus of their research during their studies. Where there is freedom
of choice in research focus, as there is likely to be for most masters’ programmes to a
greater or lesser extent, students (and their tutors) might question both the extent to
which practical relevance is important to them and how it is likely to be facilitated by
their research focus.
Theme 3: Enablers and strategies employed by students
Participants in this research were asked about the strategies that they had employed to
manage the different demands on their time whilst they were studying and, by
implication, minimise the potential detrimental impact that these competing demands
might have on their motivation. In response, all participants made reference to the
importance of organising their own time, citing a range of strategies which included
blocking out time to study, setting time limits for study and breaking work down into
’manageable chunks’.
Most participants explained how they had used the strategy of ‘blocking out time to
study’ to enable them to make progress and, ultimately, complete their dissertations. For
example, one person explained how she tried to make every minute count by getting up
early, before her children and husband were awake, and making a concentrated effort
with her studies for a couple of hours at the beginning of the day. A number of
participants mentioned using school holidays to write as their work demands were
reduced during these periods.
Kember suggests that ‘negotiating sanctuaries of time or space for study’ (1999: 109) is
a useful mechanism in helping part-time students to successfully integrate study with
work and family life. This was highlighted by several of the participants in this research
who felt that setting aside specific periods of time for studying and/or identifying a
study ‘space’ helped them to differentiate study from family life and work
commitments. One person talked about the importance of ‘booking days in the diary for
study work and sticking to them’ and others mentioned their ‘study table’ or their ‘quiet
room’ in the house or making use of the university library.
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Strategies to avoid feeling overly daunted by the work associated with their masters’
degrees were employed by most participants in this research. For example, some people
described how they had found it helpful to break the work down into chunks. It enabled
them to feel like they could accomplish the work and went some way towards
reassuring them that the final dissertation was ‘feasible’ and ‘manageable’.
Other aspects of personal organisation were also identified as helpful in maintaining
motivation and momentum. For example, two participants made particular reference to
the usefulness of devising and using a Gantt chart (see Portz, 2014) to enable visual
monitoring of their own progress:
I found using a Gantt chart very helpful. Tasks did move and needed to be
revised but the chart gave me a focus. I also found it motivating when I could
change a task from ‘red’ (still to do) to ‘green’ (completed)’ (Participant D).
I devised a Gantt chart and really stuck to it. I found having clear deadlines
helped to provide me with short quick wins and kept me focused (Participant B).
A further strategy for maintaining momentum that was mentioned by almost half of the
participants was their use of rewards as a means of helping them to complete their
studies:
I organised quick wins for myself and little treats e.g. coffee with a friend when
I had written x number of words (Participant B).
I rewarded myself with family time on Friday and Saturday evenings
(Participant D).
I created landmarks/milestones e.g. 1000 words written and then I rewarded
myself by going out for ice-cream, for example! (Participant F).
Finally, the support provided by family, friends, colleagues and university tutors has
already been discussed as a key motivating factor. What is also worth highlighting is
that all of the participants in this study took advantage of the support offered by others
and actively sought support when they required it.
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Conclusion
This investigation utilised purposive sampling with ten participants in a particular context to
determine the challenges that these students experienced when combining study with
work and family life. It also explored how they were able to sustain their motivation
throughout their period of study and the strategies and mechanisms that they employed
to overcome the challenges they faced in order to achieve a work-life-study balance.
The implications of our findings, both for ourselves and for other educators working
with students in similar situations, are also touched upon.
The limited sample size and contextualised nature of the research dictate that the findings
cannot be offered as representative of all part-time postgraduate degree students. Nevertheless,
and notwithstanding the study’s methodological limitations, we believe that the reflections
and perceptions of the participants shared through this research present some helpful
insights for consideration by other students entering into postgraduate study faced with
a work-life-study balance to negotiate. These insights are offered as a heuristic: they are
possibilities to be considered that might assist part-time students in achieving such a
balance. Each student is invited to consider which strategies will particularly suit them
and how they can best utilise the support that is available to them. Participants in this
study identified that such support might be accessed through university provision, both
in the form of their tutors and through entering into communities of practice with fellow
students or colleagues who have previously undertaken similar courses of study.
Additionally, other practical support offered by work colleagues, family and friends was
also found to be helpful in maintaining motivation. Strategies for personal organisation
that have been identified here and can be considered by others include carving out time
and space, breaking work down into ’manageable chunks’ and making use of tools such
as Gantt charts. Personal determination to succeed is also identified as a critical
contributor to motivation levels for many students, as is the use of self-reward.
Participants in this study particularly valued the time spent with fellow students in
communities of practice where collaborative discussion, networking and shared
reflection had taken place: both students and educators alike might question the
adequacy of current provision in this respect. For students, investigating what is on offer
and making best use of it is likely to prove fruitful. Similarly, educators might question
17
the extent to which entry into comparable communities of practice is facilitated,
encouraged or provided for in connection with their respective programmes. What is
also apparent from this research is that virtual learning communities were not
particularly valued by the participants as a source of support to help maintain their
motivation levels. This tentative conclusion, together with the dearth of relevant
literature (Smith, 2012), points to a need for further research to investigate what, if
anything, might increase the efficacy of virtual communities of practice in the provision
of motivational support to and for students.
Word count: 4934 (not including abstract)
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