What impact does palmitate have on the candidate gene and how does it influence the genes responsiveness to insulin?

Application of bioinformatics to the analysis of a candidate gene for insulin resistance in skeletal muscle                                       

An experiment was set up to analyse and compare the expression of genes in skeletal muscle of obese individuals, showing a high level of circulating fatty acids and insulin resistance, with a control group. Skeletal muscle biopsies were taken from participants within each group and total RNA was extracted and converted to cDNA. The cDNA from each group was labelled with different fluorophores and a microarray was conducted to allow the comparison of global gene expression within the two groups. The following candidate gene was identified as being differentially expressed between the two groups; therefore, further laboratory analysis was conducted to further investigate the regulation of this gene in vitro.

Promoter deletion analysis

An experiment was conducted in C2C12 murine muscle cells to assess the direct impact of palmitate +/- insulin on the promoter activity for this particular candidate gene.

A series of 5’ promoter deletions were generated from the sequence analysed above using restriction enzymes, all of the sequences contained the first 22 nucleotides of the transcribed gene and variable lengths of promoter sequence (see figure 1 below). The promoter DNA was inserted into a vector containing the reporter gene luciferase.

Candidate gene 5’ genomic DNA

 

-459
+22
-92
-253
+22
Luciferase
-459
Luciferase
-92
Luciferase
-253

 

Figure 1: Promoter deletion constructs of the candidate gene

 

Experiments were conducted to look at the impact of both palmitate (saturated fatty acid) and insulin on the promoter activity of the candidate gene. The overall aim of the experiment was to assess the impact of these factors individually and to determine if palmitate influenced the insulin responsiveness of this gene.

The constructs were individually transfected into C2C12 cells and were subjected to different experimental conditions. Cells were seeded into a 96-well plate, where some wells remained as controls and others were subjected to treatment with palmitate (0.6mM) for a 24-hour period. Selected wells were then stimulated with insulin (100nM) for 15 minutes before fluorescence was detected in all wells. Presence of the luciferase protein (detected by fluorescence) indicates that the DNA construct has promoter activity. A positive control was included in the experiment, which has strong promoter activity, alongside a negative control which is known not to initiate transcription; these were treated the same as control unstimulated cells. Fluorescence data for each sample was normalised to the positive control, which was set at 100% and is shown in figure 2.

Figure 2: Promoter activity of the 5’ deletion constructs under different treatment conditions. Positive and negative control represent strong and weak promoters respectively and were not included in the statistical analysis. Different lowercase letters above the bars indicate significant differences (P<0.05)

  1. a) Using the information that you gathered from the bioinformatics analysis of the core promoter and proximal promoter elements, what is your interpretation of the 5’ promoter deletion analysis in control cells +/- insulin stimulation? (20 marks) – 700words
  2. b) Outline the step by step changes in the insulin signalling pathway that would lead to an alteration in expression of this particular gene.(10 marks) – 400 words
  3. c) What impact does palmitate have on the candidate gene and how does it influence the genes responsiveness to insulin? (5 marks) – 300words
  4. d) What experiment would you conduct to confirm that it is transcription factors binding to the particular elements identified that are responsible for changes in promoter activity? (5 marks) – 300 words
  5. e) Investigators would like to continue to look at the function of the protein product produced by this candidate gene, as a potential drug target. Briefly outline an experiment you could conduct in C2C12 cells to investigate the functionality of the protein (Hint: You will want to overexpress your protein within cells and look at particular downstream targets). (10 marks) – 500words
  6. Background information on obesity and insulin resistance its link to type 2 diabetes, considering the role of saturated fatty acids (circulating fatty acid levels) in the development of insulin resistance in skeletal muscle. Consider cell signalling mechanisms (the insulin signalling pathway) in muscle and the use of AKT as a marker of insulin signalling pathway. Introduction to the Western Blotting technique for the analysis of phosphorylated proteins within cell signalling pathways, particularly AKT.4: Aim and objectives of lab (600words)

What would you say is your greatest talent or skill? How have you developed and demonstrated that talent over time?

Things to consider: If there’s a talent or skill that you’re proud of, this is the time to share it. You don’t necessarily have to be recognized or have received awards for your talent (although if you did and you want to talk about it, feel free to do so). Why is this talent or skill meaning to you? Does the talent come naturally or have you worked hard to develop this skill or talent? Does your talent or skill allow you opportunities in or outside the classroom? If so, what are they and how do you they fit into your schedule?

About me:
Started to learn golf from age 7 but it was very difficult dealing with ADD.
Wanted to give up many times due to frustration but I was taught not to give up.
Really dedicated myself around 7th grade and made the high school golf team as a freshman.
Developed my skills over many years, hours on the range.
Earned a team award for most progress made in my sophomore year.
Proud of my dedication on and off course.
Meaningful to me as I cultivated my skills over the years.
I was able to prove to myself that I can discipline myself and nurture my skills on and off the course.

What is the analytical problem, and why is it important?

Electrical field-induced extraction and separation techniques: Promising trends in analytical chemistry

 

What is the analytical problem, and why is it important?

The use of electrical driving force in analytical chemistry is generalized into separation, extraction, and electrochemical techniques. Electrically assisted extractions techniques have far-reaching benefits as they easily integrate into the chip-based devices. The paper, therefore, focuses on the membrane-bound extractions methods intending to derive general ideas on the impact the electric fields have on sample treatment and to evaluate the potential of these techniques.

What criteria did the authors consider in designing their experiments?

The researchers applied and identified the essential criteria of analytical chemistry. Some of these are to attain a more uncomplicated, less expensive, faster, and climate-smart separation technique. They got motivated by the need to scale down the sample size, overcome sample matrix effect, and the need to automate the process. They, therefore, adopted the electrical driving force model, which simplifies and shortens the sample preparation process and enhances selectivity.

 

 

What is the basic experimental procedure?

The authors have described how they are going to use microwaves, ultrasound, and heat auxiliary energies in the sample preparation. Electrical driving force energy is the modern and widely used axillary energy in varied extraction techniques involving liquid-liquid extraction, solid-phase extraction, and membrane-based methods.

What interferences were considered, and how did they overcome them?

The data analysis and separation are most likely to be disturbed by analytes of biological or environmental origin. The researchers have thus put in place a series of steps to remove interfering agents. These include preconcentrating the analytes and increasing their sensitivity. This calls for the development of current and superior analyte extraction techniques.

How did the authors calibrate the assay?

The author conducted a conceptual clustering to scrutinize the varied features of different electrically assisted techniques. This will, in turn, facilitate the keeping of information for future reference. The author further carried out a theoretical review of previous works done by other researchers through a comprehensive survey. The review enables researchers to understand and explore recent advancements in the field of electrochemically modulated extractions methods.

 

 

 

 

 

How did the authors validate their experimental method?

The author validated the test results by comparing the substantial supremacy of electrical driving force to that of the auxiliary energies concerning the possibility of manipulating the relative distribution of analytes into two regions. Under these conditions, it is easier to control the properties of an extraction set up. The referred conditions are selectivity, clean up rate, and efficiency across the liquid-liquid separation and solid-liquid phase boundaries.

Is there evidence that steps 2, 3, and 4 are repeated?

Yes. The development and execution of this analytical separation technique require a continuous process. The researchers thus had to repeat steps 2,3, and 4.This has provided a substantial improvement in the separation technique improvements. The authors did conduct experiments and validated the results with the theoretical principles. The process of which demanded cyclic rational of steps from 2,3 and 4.

Was there a successful conclusion to the analytical problem?

Yes, the authors indeed identified the potential and impact of applying electrical energy on the extraction methods. They concluded that it is the possibility of manipulating the relative distribution of the analyte energies between two phases. The electrical driving forces also have the potential in the synthesis of coating films and membranes. They did a conclusive summary by proposing improvements and promotion of new ways electrically controlling sample separation and presentation (Yaminia, Rezazadeha and Seidi).

Work cited

Yaminia, Yadollah, Maryam Rezazadeha, and Shahram Seidi. “Electrical field-induced extraction and separation techniques: Promising trends in analytical chemistry – A review.” Analytica Chimica Acta (2013): 1-22. 23 October 2019.

 

 

 

 

 

 

 

 

 

 

 

 

Why do UPS focus on implementation of the automated systems in all newly opened facilities?

The influence of technology on new UPS strategy of success.

 

Proposed research questions and objectives (min. three required):

 

Question: How technology can build a customer related network of employees?

 

Objective: To analyse how UPS employs technology in order to become a customer centric company.

 

 

 

Question: Why do UPS focus on implementation of the automated systems in all newly opened facilities?

 

Objective: To explore current literature on technology topic in order to evaluate UPS’ approach to new technology trends.

 

 

 

Question: How good is the technology in overall UPS operations?

 

Objective: Evaluate the effectiveness of technology, by evaluate advantages and disadvantages of using the technology in UPS.

 

 

Question: How technology can build a customer related network of employees?

Objective: To analyse how UPS employs technology in order to become a customer centric company.

 

 

Question: How technology can drive UPS business strategy?

Objective: To evaluate new directions of business development by finding the better solutions for customers and promote ingenuity in logistic.

 

 

 

 

Supervisor comments: I think you are getting there on the right lines of being focussed, so good to link technology to the new strategy, which is customer driven, what literature will you be reading to research this, what are the key theories? Will you be looking at customer service and customer experience theory for example? Just so I can get an idea of what angle the tech will be focussed on – customer solutions?

 

HOW DOES YOUR POSITIONALITY BIAS YOUR EPISTEMOLOGY?

THE NEA HIGHER EDUCATION JOURNAL | 27
Few things are more difficult than to see outside the bounds of your
own perspective—to be able to identify assumptions that you take as universal
truths but which, instead, have been crafted by your own unique
identity and experiences in the world. We live much of our lives in our
own heads, in a reconfirming dialogue with ourselves. Even when we discuss
crucial issues with others, much of the dialogue is not dialogue: it is
monologue where we work to convince others to understand us or to
adopt our view.
HOW DOES YOUR
POSITIONALITY BIAS YOUR
EPISTEMOLOGY?
by David Takacs
How does your positionality bias your epistemology? I’ve
been asking this question to students, weaving it as a
theme throughout my courses. Of course, a resounding
chorus of bafflement greets the initial question. What I’m asking
is: How does who you are shape what you know about the world?
I think this is one of the most important questions one can ask
during an undergraduate education, and a student’s search for
answers may open up new possibilities for understanding her connections
to the world. As a reflective practitioner of the teaching
profession, I constantly grapple with these questions, as well.
David Takacs is an associate professor in the Department of Earth Systems Science &
Policy at California State University Monterey Bay, where he teaches courses in the environmental
humanities. He is the author of The Idea of Biodiversity.
28 | Thought & Action SUMMER 2003
Simply acknowledging that one’s views are not inevitable—that one’s
positionality can bias one’s epistemology—is itself a leap for many people,
one that can help make us more open to the world’s possibilities.
When we develop the skill of understanding how we know what we
know, we acquire a key to lifelong learning. When we teach this skill, we
help students sample the rigors and delights of the examined life. When
we ask students to learn to think for themselves and to understand themselves
as thinkers—rather than telling them what to think and have them
recite it back—we help foster habits
of introspection, analysis, and open,
joyous communication.
Unfortunately, many students
come to college without some
of the skills they need to succeed in
academic work. In California, the
richest state in the richest country the
world has ever known, we skulk in
the bottom fifth among states in per
capita spending on education. The
state system has shortchanged many
students who live in poorer school
districts. Crammed into overcrowded classrooms, led by underpaid teachers
who labor in crumbling infrastructure, many students do not get the
quality education they deserve. To compound this misfortune, some college
administrators and professors view these students—often poor, often
minority, sometimes bilingual—as “deficits.” These students pose problems
for our teaching; we have to spend lots of money to “compensate”
for their “deficiencies.”
Asking students to think about how their positionality biases their
epistemology helps us live an assets model of multiculturalism in our
classrooms. For example, we can see speaking English as a second language
as a deficit. Or, we can focus on an ESL student’s assets: she is bilingual,
a facile language learner who has much to teach about bridging cultures.
As a simultaneous insider and outsider, she can help native English
speakers see things they might have missed about their own language and
culture, about their own positions in the world.
By respecting the unique life experiences that each student brings into
the classroom—by asserting that the broadest possible set of experiences
is crucial to help each of us understand the topic at hand as completely
as possible—we empower all students as knowledge makers. We allow
each student to assert individualized knowledge that contributes to a collective
understanding. Rather than “tolerating” difference, we move to
respect difference, as difference helps us understand our own world-
When we develop the
skill of understanding
how we know what we
know, we acquire a key
to lifelong learning.
THE NEA HIGHER EDUCATION JOURNAL | 29
view— and thus the world itself—better. From respect, we move to celebration,
as we come to cherish how diverse perspectives enable us to
experience the world more richly and come to know ourselves more
deeply.
Connecting positionality to epistemology simultaneously empowers
and disempowers individual expertise in the classroom. Students are
empowered because they recognize that they have unique claims to
knowledge that others can not deny. Only I have lived my life; only you
have lived yours. This encourages me
to listen to you and you to me, as we
each have a unique perspective. This
is not a lapse into navel gazing solipsism.
Rather, if this experience works
well, we are led into doubts about
the “correctness” of our own position,
as we come to learn that our
views may be constrained by the limits
of our own experiences.
Recognizing this, we are more
willing, eager, or obliged to talk with
others, as we realize we make
assumptions based on our own positionality,
and that this must bias how we view the world. Only by listening
to others can I become aware of the conceptual shackles imposed by
my own identity and experiences. The feminist scholar Sandra Harding
promotes “strong objectivity”1: Through recognizing and analyzing the
cultures in which we are positioned, and that therefore cannot help but
mold our worldviews, we take steps to become more aware and even
more objective. We come to know the world more fully by knowing how
we know the world.
Each year at California State University Monterey Bay, in an environmental
justice course I teach, I ask students to write about and talk
about how their positionality biases their epistemology. In one example
of how this approach helps promote awareness, one student found that
she:
can’t understand how materialism can outweigh the value of life. There’s
no reason why families should have to struggle for survival or fight to live
in a sustainable environment; we all are human beings and have the right
to be treated with respect and consideration. We cannot allow greed,
ambition, power or money to drive our world to a slow end.
Her views on what constitutes justice were shaped by what she had
seen and experienced:
Only by listening to
others can I become
aware of the conceptual
shackles imposed by my
own identity and
experiences.
30 | Thought & Action SUMMER 2003
I grew up in Mexico where money is all that matters, where being poor
means living in unbearable conditions. I have seen some of the well-educated
people abuse poor communities and their environment due to their lack
of wealth. Such communities are left alone without hope of improving their
living conditions, knowing that neither the government or the people with
power will ever care to provide some kind of assistance. These same communities
live in substandard housing where they lack a potable water system,
electricity, and a proper sewage system. . . . Some houses are built with wood
and bricks hammered together and with plastic glued as windows, so if it
rains they have leaks and flooding are easy to occur. Most of the people living
in these communities just dig a hole into the ground and make it into a bathroom.
They wash their clothes in the river closest to them or they have their
children bring buckets of water from some well that most likely is not safe to
drink. Flies and other insects are everywhere spreading diseases, because there
is trash and stagnant water throughout the community. Children playing outside
are constantly getting parasites into their system and infections on their
skin. These poor communities are also denied health care because they can’t
afford it, so they send their children to school sick and without energy to
learn.
Cassel’s classmates incorporated her views on justice into their own
developing theories, because she drew her expertise from the concrete
richness of what she had experienced as a young Mexican woman. This
experience had meaning for her classmates because they realized their
own views on justice were shaped by an incomplete relationship with the
world.
THE NEA HIGHER EDUCATION JOURNAL | 31
At the same time, Cassel learned from her classmates’ positionalities.
Last semester, a student described knowing hunger as an army wife raising
three kids on less than sustainable wages; from this, she knew that the
nation did not necessarily honor its commitment to those in the armed
services in a just way.
Several white students have grappled with this question: Their parents
started out poor but managed to make it through sheer hard work. If they
could do it, why can’t everyone? But the question does not just remain
rhetorical because another student
can tell a different story: perhaps it
had something to do with the color
of their parents’ skin? Some students
who had hit hard times and pulled
out of it share those experiences with
the class, so the class may understand
how the “system” sometimes undermines
justice; others use their own
experiences to show that anyone can,
in fact, pull themselves out of bad circumstances.
The point is that these students
undergo an intensive workshop in
understanding how their experiences and identities shape what they know
about the world, and, using this experience, they teach their classmates, so
that their classmates come to see their fellow students—fellow community
members—as sources of valued expertise.
Knowledge does not arrive unmediated from the world; rather, knowledge
gets constructed by interaction between the questioner and the
world. We might label this epistemological stance constrained relativism,
or perhaps constructivist realism. When we encourage examination of
our own knowledge formation processes, we develop habits of informed
skepticism—of questioning the authority of all knowledge sources,
including ourselves. But skepticism can easily segue into cynicism or apathy
when faced with a relativistic world where truth is not always apparent
and easy to grasp. I work hard to avoid fostering these habits of cynicism
and apathy. Rather, I put forth a classroom model where students
explore and exchange their unique knowledge perspectives, we may all
come to more deeply rooted, deeply reflective, shared understandings of
the world. We become more connected to that world, and to each other,
and feel that communally, we can act upon that world to change it for the
better.
To foster these connections, we must teach how to listen, that fundamental
and overlooked skill. At CSUMB, we teach “cooperative argu-
Knowledge does not
arrive unmediated;
rather, knowledge gets
constructed by
interaction between the
questioner and the
world.
32 | Thought & Action SUMMER 2003
mentation.” It’s not an oxymoron; rather, in our classrooms we argue
towards consensus rather than towards winning. When you truly listen,
you listen to understand, not to judge or triumph. When all are experts,
because their knowledge comes in part through life experience, all can
learn—but only if you listen. Rather than convincing others of the
inevitability of your position, when you listen to others’ perspectives, you
may question your assumptions and lower the barriers to be able to reach
consensus.
In all my classes, we do consensus
building listening exercises. For
the second day of Environmental
Justice class, students read Garrett
Hardin’s “Lifeboat Ethics.”2 It’s a litmus
test. Hardin’s classic, controversial
essay argues that people in
wealthy countries float on a
resource-rich lifeboat. While we
might want to share those resources
with poorer countries, to do so
would mean we swamp the lifeboat,
and everyone drowns. It’s a potent
metaphor that serves as a focal point to which we return throughout the
semester, especially as we continually delve into assumptions Hardin
makes about the world, and explore how his positionality might bias his
epistemology. (In fact, the first and last thought pieces students write are
about this essay.)
I ask the students who tends to agree, who tends to disagree, and who
can go both ways with Hardin’s thesis. Students break into groups with
representatives from each point of view. Their task: Each student in a
group takes two minutes to explain why they do or do not agree with
Hardin: What life experiences do they bring that lead them to their position
on Hardin’s thesis? When each person has taken their turn, they ask
respectful questions of each other, all in an attempt to come to some consensus
statement on Hardin, something to which they all can assent.
Rather than trying to convince a fellow student of the correctness of
his own position, a student must listen to how others’ life experiences
lead them in different directions in the world. The student must take
these experiences in and accept them as valid if he is to work successfully
with his peers to reach consensus. So, from the beginning of the class,
students are connecting positionality to epistemology, learning to listen
to understand, as others do the same, and using what they hear to question
their own positionality and epistemological claims.
By encouraging an assets model of multiculturalism through an
When you listen to
others’ perspectives, you
may question your
assumptions and lower
the barriers to be able to
reach consensus.
THE NEA HIGHER EDUCATION JOURNAL | 33
appreciation of positionality and epistemology, we encourage a nuanced,
scholarly, personal exploration of the racism, classism, sexism, homophobia,
and the other “isms” that roil society and can roil our classrooms
if we delve into these topics insensitively.
When we explore these issues in the context of academic subject matter,
and we tie our explorations to students’ lived experiences, we can
limn them in a less judgmental, less charged way. Everyone’s perspective
is valued; “bias” is seen as a resource that can help us each understand our
positions in society, can help us
gain some perspective on the
assumptions we may blindly hold
about each other.
Since positionality is the multiple,
unique experiences that situate
each of us, no one student’s perspective
is privileged. Rather, all
are privileged, and therefore all are
empowered to speak: the students
from minority as well as majority
cultures can help teach each other
in an atmosphere of mutual
respect. Each student confronts his
or her empowerment or disempowerment, privilege or lack thereof, and
no implicit or explicit judgment is leveled against them. No one student
comes to embody the despised oppressor, and no one student comes to
embody the embattled oppressed. Rather, we encourage a scholarly contemplation
and personal appreciation of all perspectives in a less politically
loaded, less judgmental context.
In this way, it is increasingly likely that students who would otherwise
be marginalized will be heard, and less likely they will be heard defensively.
In my experience, if anger ensues, it is not likely to be directed at
others in the class; rather, it gets channeled towards the forces of society
that lead to oppression—and hence that anger is more likely to result in
deeper understanding, and, I hope, informed action in the world.
Examining the connections between positionality and epistemology is
a fundamental part of a praxis pedagogy that my colleague Gerald
Shenk and I are developing at California State University Monterey Bay.
In our classes, we ask students to work through a cycle of praxis. First, we
ask them to name their own values, assumptions, and passions. They
then examine these values through study in the disciplines we teach,
through discussions with classmates, and through constant consideration
of how their positionality is biasing the epistemological claims they
make. They then take intentional action in the community, either
Since positionality is the
multiple, unique
experiences that situate
each of us, no one
student’s perspective is
privileged.
through a service learning experience, or through a political project.
The Political Project, developed by my colleagues at CSUMB, first asks
students to define what counts as “politics” for them. They then choose a
community group with whom they work to change the world in some
way in consonance with their values: they do politics. As I write this, our
semester is only a few weeks old, but students in our co-taught Social and
Environmental History of California course are embarking on their
political projects.
They’re helping organic farmers
market to the campus community;
starting a new social action ‘zine;
raising funds so an elementary
school class can visit a planetarium;
constructing middle school
curricula on reproductive health;
organizing ecological restoration
projects in local creeks; educating
their soccer team about the presidential
candidates’ positions; trying
to convince the city of Santa
Cruz to build artificial surf reefs;
and devising a plan to promote
carpooling between student housing and campus.
Throughout the semester, and in their concluding papers, students
report on how their values have changed and reexamine the positionality
and the epistemological claims about the world they now make.
Through this process, we help prepare students to become ethical, effective,
self-aware members of their chosen communities—be they family,
social, neighborhood, political, spiritual, or even ecological communities.
We help them articulate, justify, and embody values they find meaningful
without imposing our values on them. And we help them to understand
where those values come from, what values others hold, and how
one can both assert one’s own values while respecting those of others.
Asking students to study how their own positionality biases their epistemology
furthers the program of a liberatory pedagogy. Like Paolo
Freire, I want to work with students to mutually achieve “emergence of
consciousness and critical intervention in reality.”3 Like bell hooks, I
believe that students “want knowledge that is meaningful. Asking students
to connect positionality and epistemology works to achieve bell
hooks’ desire that we help students acquire “ways of knowing that
enhance their capacity to live fully and deeply.”4 Rather than the teacher
acting as sole holder of expertise to make meaning of material for the students,
the teacher starts from where the students are. When students con-
34 | Thought & Action SUMMER 2003
We help the students to
articulate, justify, and
embody values they find
meaningful without
imposing our values on
them.
nect positionality to epistemology, we find out where they are because we
ask them! We start from a position of respect for the student, and we start
from the position that students ought to respect each other’s positions.
We foster the belief that students should be comfortable their own expertise
so that they respect themselves as authorities.
When the teacher lectures at his students, his students can only see
themselves as passive recipients of knowledge. Students are not empowered
to make knowledge themselves, and they are not encouraged to see
their fellow students as respected
sources of knowledge. Nor are they
empowered to use knowledge
they’ve created to change the
world.
Those who would challenge the
powerful in society face strong
backlash. Witness, for example,
crusades against affirmative action,
bilingual education, gay rights. By
highlighting alternate claims to
power, those who advocate for the
marginalized highlight the structures
that keep dominant positionality
as seeming inevitable.
By naming the ideologies that are not inevitable or divinely ordained,
we can look for points at which to intervene so that power and privilege
may become more equitably distributed. Asking students to understand
how positionality biases epistemology and how those with certain kinds
of positions arrogate power can be part of an educational agenda aimed
towards promoting greater social justice.5
As my students gnaw on how positionality biases epistemology, so do
I. It’s an ongoing project, peeling away the layers of my own knowledge,
attempting the arduous task of seeing outside of my own position,
of trying to gain a foothold from which to look at me. How do I know
I’m making assumptions about the world if the world only reinforces
those assumptions?
I began asking these questions at an early age, when I realized I was
gay. I was a self-aware adolescent, and I developed a minor obsession
with examining how the world teaches us that heterosexuality and its
norms are the natural, inevitable way to be. It’s imperceptible because of
its banal omnipresence: it surrounds us through friends, family, advertising,
politicians, culture makers—all the forces that shape our worldviews
and self opinions, that shape our epistemological grasp on the planet
around us. And it’s insidious because those for whom the norms work
THE NEA HIGHER EDUCATION JOURNAL | 35
When the teacher
lectures at his students,
his students can only
see themselves as
passive recipients of
knowledge.
don’t ever need to even be aware that they fall subject to these norms. If
you’re heterosexual, you’re not obliged to think about the norms and
how they’re shaped because the norms work for you, and nearly every signal
you receive reinforces those norms.
When I point out assumptions those who are heterosexual make
because of their heterosexuality, even my most liberated straight friends
sometimes recoil because they hadn’t realized they had anything to question.
Their simple displays of public affection aren’t potentially life
threatening; they don’t risk being
barred from a hospital room
should their loved one become ill.
No one ever challenged the norms
that have always enveloped them.
“Norms” are called norms for a
reason. You have to first be aware
that your positionality might bias
your epistemology before you can
conceive of a more equitable world,
before you can listen to understand,
before you can admit other
voices and other ways of knowing
the world around you. And you
have no choice but to continuously examine these connections if you
want a fair, pluralistic society and an enlightened, expansive view of the
planet around you—and this should be a major part of what education is
about.
It took an embarrassingly long time before I realized how oblivious I
was to my own positionality. As a white male, for example, I never had
to examine my white privilege or male privilege—I had never even heard
of these terms. No one challenged me to examine my privilege, and I didn’t
need to challenge my privileges because my privileges worked for me.
I don’t worry about walking alone at night; I’m not stopped on the highway
because of the color of my skin.
I now take it as part of my work—not just as professor, but as a member
of diverse communities—to keep examining my assumptions about
the world. And as a professor, I constantly examine power relations to be
aware that my positionality as the Ph.D. holder and grade giver can lead
me to abuse my power in the classroom unless I am vigilant. Because of
the power I hold in the classroom, my assumptions are less likely to be
challenged. Things I believe are true—about the world beyond the classroom,
the subject matters I teach, the students with whom I
interact—may or may not be a reflection of my own identity and experiences.
It’s only by keeping an attitude of mindfulness, a willingness to be
36 | Thought & Action SUMMER 2003
No one challenged me
to examine my
privileges, and I didn’t
need to challenge them
because my privileges
worked for me.
vulnerable, and a constantly engaged critical consciousness that I can
move and change. Only then can I really listen to what my students say.
Rather than tying what they say into the latticework of my own beliefs, I
can start to hear them on their own terms, to conceive of different paradigms,
to judge views that may differ from my own as valid or consistent
or worth subscribing to or switching to. I even am currently considering
whether my own positionality leads me to focus on the connection
between positionality and epistemology in ways that might not be appropriate
or constructive in the classroom!
It’s an admittedly unscientific
sample, but I have found that my
male science students have the most
trouble connecting positionality to
epistemology. I ask students to write
a Theory of Environmental Justice that
uses scholarly investigation, service
learning experiences, and positionality
as evidence.
Last semester, four male students
came to me with the same problem.
They couldn’t insert a section on how their positionality biases their epistemology
because they couldn’t figure out where it fits: “It interrupts the
flow.” As they explained it, they are not comfortable with the possibility
of the subjectivity of knowledge. They’ve been taught that truths are discovered
irrespective of the discoverer’s identity. They see themselves as
unbiased conduits for reporting objectively derived facts, and are not
comfortable presenting themselves as knowledge makers whose own lives
count as factual evidence about the world.
Their multiple privileges have made it more difficult to understand
how their positions are positions. Women, on the other hand, have thus
far tended to feel liberated when allowed to show how, for example, their
experiences in the world shape their views on justice.
You can help students connect positionality to epistemology in any
academic discipline. My courses are offered in our science department,
although they are about ethics, justice, and history. But any science student
can study how scientific knowledge is constructed and how the scientific
process works if she examines how what a scientist knows—or
how what “science” knows—is shaped by the positionality of the scientist,
and the positionalities of those who have been scientists. They can
examine why certain questions get asked and answered, examine how values
shape observation. Stephen Jay Gould’s The Mismeasure of Man6 and
Sarah Blaffer Hrdy’s The Woman Who Never Evolved7 offer accessible
THE NEA HIGHER EDUCATION JOURNAL | 37
It’s an admittedly
unscientific sample, but
I’ve found that my male
science students have
the most trouble
connecting positionality
to epistemology.
examples of how the positionality of scientists has shaped the knowledge
they’ve produced. These books can help students envision how a more
self-reflective science, where its practitioners ask themselves how who
they are shapes what they know, can lead to more balanced, accurate
knowledge about the world.
No matter where they live or work, students will interact daily with
people with different perspectives, whose positionalities bias their
worldviews in profoundly different ways. Education can have no more
crucial function than helping students to function most productively and
joyously in their communities. This means learning to listen with open
minds and hearts, learning to respect different ways of knowing the world
borne of different identities and experiences, and learning to examine
and re-examine one’s own worldviews. These skills also seem requisite for
the reflective practitioner of the teaching craft. When we constantly
engage to understand how our positionality biases our epistemology, we
greet the world with respect, interact with others to explore and cherish
their differences, and live life with a fuller sense of self as part of a web of
community.
E N D N OT E S
1 Harding, Sandra, “After the Neutrality Ideal: Science, Politics, and ‘Strong Objectivity,’”
Social Research 59, 1992: 567-87.
2 Hardin, Garrett, “Lifeboat Ethics: The Case Against Helping the Poor,” Psychology Today
September 1974: 38-43, 124-126.
3 Freire, Paolo, Pedagogy of the Oppressed, Continuum Publishing, New York, 1997: 62.
4 hooks, bell, Teaching to Transgress: Education as the Practice of Freedom, Routledge, New
York, 1994: 19,22.
5 A recent, accessible, and delightful work that helps students understand what this might
mean: Brechin, Gray, Imperial San Francisco: Urban Power, Earthly Ruin, Berkeley,
University of California Press, 1999.
6 Gould, Stephen Jay, The Mismeasure of Man, New York, W.W. Norton & Company, 1981.
7 One could teach a whole note on positionality and epistemology in primatology.
Among other sources: Hrdy, Sarah Blaffer, The Woman That Never Evolved, Cambridge,
Harvard University Press, 1999; Hrdy, Sarah Blaffer, Mother Nature: A History of Mothers,
Infants, and Natural Selection, New York, Pantheon Books, 1999; Haraway, Donna J.,
Primate Visions: Gender, Race, and Nature in the World of Modern Science, New York,
Routledge, 1989; Altmann, Jeanne, Baboon Mothers and Infants, Cambridge, Harvard
University Press, 1980; Small, Meredith, Female Choices: Sexual Behavior of Female
Primates, Ithaca, Cornell University Press, 1993.
38 | Thought & Action SUMMER 2003

How might a Christian rank the priority of the four principles?

Applying the Four Principles: Case Study

Part 1: Chart (60 points)

Based on the “Healing and Autonomy” case study, fill out all the relevant boxes below. Provide the information by means of bullet points or a well-structured paragraph in the box. Gather as much data as possible.

 

Medical Indications

Beneficence and Nonmaleficence

Patient Preferences

Autonomy

James has acute glomerulonephritis, a product of strep throat infection. His condition is made severe by high blood pressure and fluid build-up, thereby necessitating temporal dialysis. The doctor sees the dialysis as what is best for James, but the parents opt for prayers to save their son from the ‘uncomfortable’ dialysis. The delay aggravates the condition so that James now needs a kidney transplant. As a minor, James does not participate in decisions regarding his health. The parents make the decision without considering his input. The physician respects the autonomy of the parents.
Quality of Life

Beneficence, Nonmaleficence, Autonomy

Contextual Features

Justice and Fairness

The hospital has improved James’s quality of life after his parents brought him back from prayers. The regular dialysis keeps him stable and from more harm, but he still needs a kidney transplant. However, the failure by parents to at least consult him begs the question of whether he feels valued. James’ parents use their faith/religion to make medical decisions. Even the question of letting the brother donates involves faith. Nonetheless, there is also a question of whether it is fair/just to let non-relatives give their kidneys while at the same time preventing the twin brother from doing so.

 

 

Part 2: Evaluation

Answer each of the following questions about how principlism would be applied:

  1. In 200-250 words, answer the following: According to the Christian worldview, which of the four principles is most pressing in this case? Explain why. (45 points)
Christianity regards the four ethical principles as crucial to decisions involving dilemma. While deciding the best course of action, Christians should evaluate the situation and apply the principles. However, depending on the situation, some of the ethical principles tend to be more pressing as compared to others. In James’ case, beneficence ranks first, according to the Christian worldview. Although James is stable, he will die if he does not get a kidney transplant within a year. This dire situation calls for all parties involved to do what can save James’ life. The Bible regards life as sacred, and as such, Christians must do everything they can to save a life (Orr, 2015). Apart from saving James’ life, there is also a need to bolster his quality of life. This goal is only achievable through beneficence. The health practitioners and the parents must act in ways that ‘promote good’ to James. From a Christian perspective, people must demonstrate love to other people. One way of fulfilling this chief commandment is by performing actions that promote the wellbeing of others. For this reason, the primacy of beneficence stands out in James’ case. Any action taken must put the principle of “doing good’ at the center of the whole situation.

 

  1. In 200-250 words, answer the following: According to the Christian worldview, how might a Christian rank the priority of the four principles? Explain why. (45 points)
As expected, people always attempt to rank the four principles according to priorities. However, this ranking largely depends on the worldview of the individual making the evaluation. As such, a ranking done by a Christian might be different from the one by a Hindu. In the Christian perspective, beneficence takes the top spot. The primacy of the commandment of love obliges every Christian to aspire to do good actions no matter the circumstances. Due to its close association with beneficence, nonmaleficence takes the second position. This principle requires individuals not to harm others. From a Christian worldview, it is sinful to cause harm to others. Christians must be ‘healers,’ not destroyers. The third principle in order of priority is justice. Typically, justice addresses issues such as equality, fairness in the distribution of resources, and compliance to morally acceptable laws (Lozano, 2004). In Christianity, the scriptures teach people to be fair and just in everything they do. Their actions ought to uphold justice and fairness. The last principle is autonomy. During the decision-making process, Christians should allow others to give their opinions or ideas. More importantly, they should respect other people’s positions, even when there is a disagreement. Doing so upholds autonomy.

 

References

Lozano, A. J. (2004). Principles of Bioethics for Christian Physicians: Autonomy and

Respect. The Linacre Quarterly71(2), 104-113.

Orr, R. D. (2015). Incorporating spirituality into patient care. AMA journal of ethics17(5),

409-415.

How Mental ill- health affects employees in a workplace?  

Integrated Business Research Project:

 

Proposal Topic Self Evaluation

 

  • Introduction
  • Aims and Objectives
  • Methodology
  • Lit review
  • Research questions

 

Title- How Mental ill- health affects employees in a workplace?  A critical analysis focusing on how Anxiety & Depression affect people within a workplace (company)

 

Introduction:

For my project, I will be exploring mental ill health and how it affects employee’s ability to perform well at their place of work. I will be focusing on two main conditions which a lot of employees are affected by which are anxiety and depression, I will be using a variety of tools, models and theory concepts to help provide additional evidence which will help support my research, I will be talking about EAP and how they help employees who feel stressed and feel like they are going through mental health issues.

 

Background- We all have mental health, just as we have physical health and they can change throughout our lives just like our bodies and mind sets can become unwell. The world health organisation describes mental health as ‘a state of well-being in which every individual realises his or her own potential, can cope with the normal stresses of life, can work productively and fruitfully, and is able to make a contribution to her or his community’.

 

The most common mental health conditions are anxiety and depression, people with the same mental health condition can experience different types of symptoms and can go to different extents.

 

Aim- To explore Anxiety and depression of employees within the workplace and how these factors of mental ill health effects people in everyday operations, and how companies can help resolve these issues.

 

Research Question – Is anxiety and depression a common factor within workplace and how it be prevented?

 

Objectives – 

 

  • To analyse the HR of a specific firm and how they engage their workload with employees.
  • Compare two firms that deal with mental health accurses and analyse their impacts on to employees.
  • Are there any other elements involved with mental health that can affect employee performances within a workplace?

 

Literature Review- 800 words

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A review of the literature regarding stress among nursing students during their clinical education.

A review of the literature regarding stress
among nursing students during their
clinical education
A. Alzayyat1 RN, BSC, MSC & E. Al-Gamal2 RN, BSC, MSC, PhD
1 Teaching Assistant, 2 Associate Professor, Psychiatric & Mental Health Nursing, Faculty of Nursing, Department of
Community Health Nursing, The University of Jordan, Amman, Jordan
ALZAYYAT A. & AL-GAMAL E. (2014) A review of the literature regarding stress among nursing
students during their clinical education. International Nursing Review 61, 406–415
Background: There has been increased attention in the literature about stress among nursing students. It has
been evident that clinical education is the most stressful experience for nursing students.
Aim: The aim of this paper was to critically review studies related to degrees of stress and the type of stressors
that can be found among undergraduate nursing students during their clinical education.
Methods: The search strategy involved the utilization of the following databases: MEDLINE (Medical
Literature on-Line), CINAHL (Cumulative Index to Nursing and Allied Health Literature), PsycINFO
(Psychology Information) and PubMed. Keywords were stress, undergraduate nursing students, clinical
practice. The review included those studies published between 2002 and 2013, conducted in any country as
long as reported in English, and including a focus on the clinical practice experience of nursing students.
Thirteen studies met the eligibility criteria.
Results: Four themes were identified: initial clinical experience, comparison between different academic years,
cross-cultural comparison, and eustress aspects of clinical experience.
Implications for nursing and health policy: This review expands current knowledge in the area of stress in
clinical settings and calls for further research. Nursing teachers should utilize the findings of this review to
direct their students during clinical practice. Moreover, hospital administrators need to promote policies to
promote a training environment where students are supported and inspired.
Keywords: Clinical Practice, Literature Review, Nursing Students, Stress, Nursing Education, Clinical Education,
Nursing
Introduction
Stress has been viewed as a 20th-century sickness (Evans &
Kelly 2004). Stress could be defined as response based (i.e.
emerging from a person’s reactions to incidents), stimulus
based (i.e. consequences of incidents) or interactive (i.e. resulting
from interaction between stimuli and responses) (Furnham
2005). Stress has both beneficial and harmful impacts on individuals
(Behere et al. 2011; Burnard et al. 2007). As a beneficial
impact, stress is able to force us towards achievement (Behere
et al. 2011). Selye (1976) called this impact ‘eustress’. As a
harmful impact, literature reveals that stress has negative
effects that might be classified into three groups: physical
manifestations, such as headache and infections; psychological
manifestations, such as anger, low self-respect and anxiety; and
Correspondence address: Mr Abdulkarim Alzayyat, Faculty of Nursing, Department
of Community Health Nursing, The University of Jordan, Amman 11942, Jordan;
Tel: (962 6) 5355000; Fax: (962 6) 5300244; E-mail: a.alzayyat@gmail.com.
Conflict of interest: No conflict of interest has been declared by the authors.
Ethical approval was obtained from the Research Ethics Committee at the
Faculty of Nursing, The University of Jordan, on 12 December 2012 (Reference
number: 8).
bs_bs_banner
Nursing Education
© 2014 International Council of Nurses 406
behavioural manifestations, such as weight loss, smoking and
drinking (Arnold & Boggs 2006).
The topic of stress among university students has been extensively
investigated by several researchers (Al-Zayyat & Al-Gamal
2014; Hamdan-Mansour et al. 2009; Pillay & Ngcobo 2010).
Students experience numerous stressors from a variety of
sources, and, typically, they react to these stressors in different
ways (Hamaideh 2011). Sources of stress among university students
could include academic demands (Elias et al. 2011), being
away from home (Seyedfatemi et al. 2007) and financial pressure
(Pillay & Ngcobo 2010).
There has been increased attention in the literature on stress
among nursing students (Nicholl & Timmins 2005). Sources of
stress among nursing students can be varied. Academic sources
include examinations, fear of failure and workload. Clinical
sources include clinical placements, fear of making mistakes and
interactions with other staff members. Personal and social
sources include financial concerns and the absence of leisure
time (Pryjmachuk & Richards 2007). However, only studies that
focused on clinical sources will be discussed here because the
rest of the sources are outside the scope of this review.
Only one published review paper was identified which
addressed sources of stress among nursing students
(Pulido-Martos et al. 2012). This review included studies that
reported quantitative analysis of the stress associated with
nursing curricula. The vast majority of the revised studies in the
review were about academic or social sources of stress. Only 8
studies out of 23 focused on clinical stressors. Therefore, the
current paper is considered to be a novel contribution to the
field, addressing degrees of stress and type of stressors among
undergraduate nursing students during their clinical education.
The scope of the previous review paper has been expanded by
including both qualitative and quantitative studies.
Aim and objectives
The aim of this paper was to critically review studies related to
degrees of stress and type of stressors among undergraduate
nursing students during their clinical education. Beyond this
broad aim, additional objectives of this paper are to: (i) identify
the stressful periods of clinical education, and examine the relevance
of the academic year of study when stress occurs; (ii)
clarify positive and negative impacts of clinical stressors; and
(iii) compare findings from different cultures.
Method
Search strategy
Part of the rigour of systematic searching is the effort made
to ensure that all relevant literature is included to decrease
selection bias (Hamer & Collinson 2005). Four databases were
searched: MEDLINE (Medical Literature on-Line) for its coverage
of international literature on medicine including allied
health professions, biological and physical science, and humanities;
CINAHL (Cumulative Index to Nursing and Allied Health
Literature), because the topic of clinical stressors was more
likely to be addressed by nurses and allied health professionals;
and PsycINFO (Psychology Information) with its emphasis on
psychological topics. Finally, PubMed was consulted for its coverage
of health-related disciplines. Keywords included stress
(equivalent terms such as eustress, distress and occupational
stress), undergraduate nursing students (corresponding terms
of baccalaureate nursing students and nursing education were
included as well) and clinical practice (including the synonyms
clinical training, clinical education and clinical experience) in
different combinations.
Eligibility criteria of this review
Articles were included in the review according to these inclusion
criteria: published between 2002 and 2013 in order to
select recent publications; studies conducted in any country as
long as they were reported in English; included a focus on
stressors among nursing students; and addressing clinical education.
Studies addressing stress reduction interventions for
nursing students were excluded because they were beyond the
scope of this review. All studies were subjected to a standardized
method of critical appraisal, depending upon their design,
to determine the quality and rigour of the findings (Long et al.
2002). To ensure a thorough and comprehensive search, and to
ensure comprehensive consideration of all themes and arguments,
a wide range of resources was accessed, including
searching the university library catalogue and a manual search
through selected journals that were not available electronically.
Sixty studies were identified, of which 13 met the criteria. The
review method is summarized in Fig. 1.
Results
Numerous difficulties in comparing the studies were encountered.
The different sample characteristics, variety of tools utilized
and differences in operational definitions of stress caused
differences in findings. Moreover, there are fundamental differences
globally in the composition of nursing educational programs,
especially in the clinical parts of those programs.
However, detailed findings of the current review are reported in
terms of the subsequent four themes: initial clinical experience,
comparison between different academic years, cross-cultural
comparison and eustress aspects of clinical experience. Table 1
summarizes studies identified in this review.
A review of stress among nursing students 407
© 2014 International Council of Nurses
Initial clinical experience
Literature revealed that the initial period of clinical education is
highly stressful for nursing students (Karabacak et al. 2012;
Shaban et al. 2012; Sheu et al. 2002). Sheu et al. (2002)
employed a cross-sectional design and used the Perceived Stress
Scale (PSS) (Sheu et al. 1997) to address the initial clinical
experience. The sample consisted of 561 Taiwanese students
from one nursing school. Results demonstrated that the most
reported stressors were deficient knowledge and skills, caring
for patients, and assignment workload. However, a convenience
sample was adopted, recruited from a single nursing school, so
generalization is restricted.
In contrast, Karabacak et al. (2012) conducted an experimental
study to address the same issue among Turkish nursing students.
The sample consisted of 52 students who were assigned
randomly to an experimental group (n = 26) and a control
group (n = 26). Students of the control group started hospital
practice immediately after general laboratory training in ‘Essentials
of Nursing’. Conversely, those who participated in the
experimental group repeated all skills in the laboratory for 5
days before their hospital practice. The participants in both
groups completed the Clinical Stress Questionnaire (Pagana
1988). The authors reported that students of the experimental
group experienced less stress compared with those in the
control group. However, although the authors performed a
random assignment to guarantee equality of the study groups,
Nieswiadomy (2008) indicates that pre-test is the only way for
the investigator to verify that the groups were identical before
conducting the desired intervention. The study by Karabacak
et al. lacked this as a post-test only design. Therefore, no confidence
can be placed in such findings.
Comparison between different academic years
Another group of studies analysed clinical stress in terms of students’
academic years (Chen & Hung 2013; Edwards et al. 2010;
Gorostidi et al. 2007; Jimenez et al. 2010; McKenna & Plummer
2013; Suresh et al. 2012). In the Indonesian context, a
hermeneutic phenomenological study (McKenna & Plummer
2013) was conducted to investigate the meaning of lived experience
of clinical stress for six female novice students. The students
were recruited from one nursing school through a
purposive sampling technique. Data were collected from the
Search was conducted to
identify potential
references
Checking
according to the
eligibility criteria
Databases and
keywords identified
New references
identified through
selected reference lists
Additional search to
identify other studies that
used research tools
utilized in this study
Irrelevant and
inappropriate references
discarded (47 studies)
Relevant and appropriate
references included
and critically
appraised (13 studies)
Fig. 1 Search strategy.
408 A. Alzayyat & E. Al-Gamal
© 2014 International Council of Nurses
Table 1 Summary of the studies investigating clinical education stress among nursing students
Author(s) and
setting
n Target nursing
students
Design Instrument or data collection
method
Types of clinical stressors Strengths and limitations
Sheu et al. (2002),
Taiwan
561 Students at initial
clinical experience
Descriptive,
cross-sectional
PSS (Sheu et al. 1997) (29 items)
Cronbach’s alpha (α) = 0.89
Content validity index equals
0.94
Deficient knowledge and skills,
caring of the patients, and
assignment workload
The authors utilized a tool with strong psychometric
properties. Moreover, the sample size was adequate
to achieve statistical conclusion validity (Polit &
Beck 2008). However, the sample was convenience
so the generalization is restricted.
Shaban et al. (2012),
Jordan
270 Students at initial
clinical experience
Descriptive,
cross-sectional
PSS (Sheu et al. 1997) (29 items)
α = 0.87
Content validity was confirmed
by a panel of experts
Assignment workload, clinical
environment, teachers and
nurses
The use of power analysis to calculate the sample size
assists in decreasing the risk of false statistical
outcomes (Faul et al. 2009). Conversely,
generalization is limited because the sample was
convenience.
Karabacak et al.
(2012), Turkey
52 Students at initial
clinical experience
Experimental,
post-test only
control group
CSQ (Pagana 1988) (20 items)
α = 0.7
Construct validity was confirmed
by the factor analysis
CSQ designed to measure stress
degrees not stress types
This study yielded robust findings as control in the
experimental studies is greater than that in
descriptive studies (Polit & Beck 2008). However, the
pre-test was lacking in this study, thus the equality
of the two study groups is doubtful (Nieswiadomy
2008).
McKenna &
Plummer (2013),
Indonesia
6 Novice students Hermeneutic,
phenomenological
Telephone interviews First, feelings of pressure include
assignments and initial clinical
experience. Second, challenging
relationships include
relationships with patients and
nurses.
The study design helps in investigating the meaning of
stressors from students’ perspective (Polit & Beck
2008). Nevertheless, the sample size was very small,
therefore data saturation may be hindered
(Onwuegbuzie & Leech 2007).
Chen & Hung
(2013), Taiwan
101 Junior students Descriptive,
cross-sectional
PSS (Sheu et al. 1997) (29 items)
α = 0. 91
Content validity index equals
0.94
Patients’ care, assignment
workload, teachers and nurses
PSS is reliable and valid. However, this study recruited
a convenience sample, therefore results cannot be
generalized widely. Moreover, information about
sample size calculation is limited in this study.
Jimenez et al. (2010),
Spain
357 Students from all
years
Descriptive,
cross-sectional
Modified PSS (Sheu et al. 1997)
(30 items)
α = 0.92
Spearman–Brown coefficient
equals 0.80 (P < 0.001).
Patients suffering, incapability to
give suitable responses to
teachers’ questions, and
inability to meet patients’
needs
The utilized tool has strong psychometric properties.
However, the use of cross-sectional design hinders
the ability to track changes of stress experiences
(Edwards et al. 2010).
Gorostidi et al.
(2007), Spain
69 First year students Descriptive,
longitudinal
KEZKAK tool (Zupiria et al.
2003) (41 items)
Zupiria et al. reported that
KEZKAK had α = 0.95 and the
construct validity was
confirmed by the factor
analysis
Lack of capability, powerlessness,
uncertainty, and relationships
with clients, teachers and
colleagues
Employing the prospective design enabled the
measuring of changes in stress experiences.
However, the psychometric properties of KEZKAK
were not tested in this study. The sample size of 69
is also small for this study (Polit & Beck 2008).
A review of stress among nursing students 409
© 2014 International Council of Nurses
Table 1 Continued
Author(s) and
setting
n Target nursing
students
Design Instrument or data collection
method
Types of clinical stressors Strengths and limitations
Edwards et al.
(2010), UK
169 Students from all
years
Descriptive,
longitudinal,
cohort
Stress in Nurse Education
questionnaire (Rhead 1995)
(32 items)
α = 0.89
Patients suffering, the pressure of
examinations, having to read
after training, and committing
mistakes
Employing the prospective design enabled the tracking
of changes in stress experiences. However, the results
reflected stressors associated with particular
curriculum program.
Suresh et al. (2012),
Ireland
120 nurses and
128 students
Newly qualified
nurses and fourth
year students
Cross-sectional,
triangulation
Nursing Stress Scale (Gray-Toft &
Anderson 1981) (34 items) and
open-ended questions
α = 0.79
Construct validity was confirmed
by the factor analysis
Unmet learning needs, complex
working relationships, and
workload
Results of this study aid in designing interventions to
facilitate the transition from students to graduate
nurses, therefore helping to maintain this important
human resource within nursing. However, the
personal characteristics of the participants were not
measured in this study and could have added further
insights into the results.
Timmins & Kaliszer
(2002), Ireland
110 Third year students Descriptive,
comparative,
cross-sectional
Questionnaire that designed ad
hoc (12 items).
A 1-week part test–retest
reliability was statistically
significant (r > 0.5, P < 0.05).
Content validity was confirmed
by a panel of experts
Clinical placements, relationships
with nurses, and patients’
death
This study is valuable as it evaluates Irish nursing
students’ clinical stressors from an international
perspective. However, these findings should be
interpreted carefully, given that it was a small
exploratory study.
Burnard et al.
(2008), Albania,
Brunei, Czech
Republic, Malta
and Wales
1707 Students from all
years
Descriptive,
cross-sectional
survey
SNE questionnaire (Rhead 1995)
(32 items)
Edwards et al. (2010) reported
that SNE had
reliability coefficient of 0.89
Death of patients, seeing patient
suffering, and the pressure of
examinations
Investigating clinical stress among nursing students
from international perspective broads the scope of
literature. However, there are cultural variations
among the participants that cannot be accounted for
in a study of this nature (Robotham & Julian 2006).
Moreover, psychometric properties of SNE were not
reported in this study.
Gibbons et al.
(2008), UK
16 Final year students Phenomenological
study
Focus groups Eustressing factors: patient care
chances and practical learning
This study adds unique data about beneficial clinical
stressors in the current literature. Nevertheless, the
students were in final year and this may affect the
results.
Gibbons (2010), UK 171 Final year students Descriptive,
cross-sectional
Index of Sources of Stress in
Nursing Students inventory
(Gibbons 2008) (29 items)
α > 0.70
Face validity was confirmed
Eustressing factors: placement
demands and support
opportunities
Measuring beneficial aspects of clinical stress using a
quantitative method considered exclusive in the
literature. However, the long experience of the
participants may affect the results.
CSQ, Clinical Stress Questionnaire; PSS, Perceived Stress Scale.
410 A. Alzayyat & E. Al-Gamal
© 2014 International Council of Nurses
students by telephone interviews that lasted for around 30 min.
The data analysis revealed the following main themes: ‘feelings
of pressure’ and ‘challenging relationships’. This study is significant
because it reflects the novice students’ perspective of clinical
stress. However, the sample size was very small (only six
participants) and this undermines the usefulness of the
reported findings. The sample size of qualitative studies is recommended
to be between 10 and 20 participants for interview
studies (Francis et al. 2010; Onwuegbuzie & Leech 2007).
Gorostidi et al. (2007) performed a descriptive prospective
study with the intention of assessing the progression of
nursing students’ perception of clinical stress throughout their
program. Sixty-nine students studying at one Spanish nursing
school completed the KEZKAK tool, which is a bilingual questionnaire
in English and Spanish designed to assess nursing
students’ practical training stressors (Zupiria et al. 2003).
There were four data collection points (before starting practical
training, end of the first year, end of the second year and at
the end of students’ studies). The participants reported these
factors as the most significant stressors throughout the course
of their studies: lack of capability, powerlessness and uncertainty,
inability to set limits in relationships with clients, teachers
and colleagues. However, the stressors scores were
diminished throughout the course of clinical education. The
author (Gorostidi et al. 2007) stated that this decrease in stress
levels was probably caused by continuous contact with clinical
work, observational learning and the progressive gaining of
experience.
In another similar study (Edwards et al. 2010), the authors
used the Stress in Nurse Education (SNE) questionnaire (Rhead
1995) with a sample of 169 British nursing students. The students
completed the study tool at different time points of their
study program (after two clinical rotations, at the commencement
of the second year, after five clinical rotations, at the commencement
of the third year, and after the third year). The
results showed that levels of stress significantly varied between
the different data collection times. Contrary to the previous
study findings (Gorostidi et al. 2007), this study indicated that
the highest levels of stress were reported at the final (third) year.
The authors rationalized this finding by suggesting that more
professional stressors are placed on third year students compared
with the students in earlier years. The use of longitudinal
designs in the previous discussed studies (Edwards et al. 2010;
Gorostidi et al. 2007) facilitates measuring the changeable
nature of stress. However, the major limitation of these two
studies is that they reflect the stressors related to the particular
curriculum program. In other words, the generalization of the
findings in other countries with different nursing curricula may
be restricted.
A cross-cultural comparison
Few studies had focused on cross-cultural comparisons
(Burnard et al. 2008; Timmins & Kaliszer 2002). Burnard et al.
(2008) carried out a longitudinal study to compare the perceptions
of 1707 worldwide nursing students concerning levels and
sources of stress during their education. The sample was
selected across five different countries (Albania, Brunei, Czech
Republic, Malta and Wales). The authors used the SNE questionnaire
(Rhead 1995) for data collection. The results indicated
that nursing students internationally share much in common.
The most frequently reported clinical stressors were the death of
a patient and seeing a patient suffering. The types of stressors
reported by Burnard are consistent with those reported by
Edwards et al. (2010) (see Table 1). Burnard’s study broadens
the scope of current literature by investigating clinical stress
among nursing students from an international perspective.
However, there are possible cultural variations among student
groups that cannot be accounted for in a study of this nature.
Those cultural variations may contain factors such as teacher–
student affiliations, feelings and thoughts towards education
processes, and perception about the manner of caring. All of
these issues will probably have impacts on stress levels (Burnard
et al. 2008; Robotham & Julian 2006).
Similarly, Timmins & Kaliszer (2002) conducted a review of
international literature that investigated the stressors among
nursing students and compared Ireland with these results. Based
on themes from this review of the literature, the authors developed
a 12-item questionnaire for data collection. The questionnaire
was distributed to 110 third year nursing students at two
separate hospitals in Dublin. Concerning the clinical stressors,
the findings showed that the majority of the participants considered
that clinical placements, relationships with nurses in the
hospitals and being involved with the death of a client are
sources of stress. This coincided with earlier results in this field.
However, these findings should be interpreted carefully, given
that it was a small exploratory study that dealt with only 12 universal
sources of stress among nursing students. Each of these
individual stressors might be investigated in further detail. For
instance, the clinical settings can have a multiple number of
stressors and this was studied only as one item in the study
questionnaire.
Eustress aspects of clinical experience
Positive effects of clinical stress have received little attention in
the literature (Gibbons 2010). The following studies investigated
the eustress effect of clinical stressors among final year
British nursing students (Gibbons 2010; Gibbons et al. 2008).
Gibbons et al. (2008) conducted a qualitative study to identify
students’ experiences that provoke both eustress and distress.
A review of stress among nursing students 411
© 2014 International Council of Nurses
Sixteen participants were selected from a cluster of nursing students.
The author collected the data through four focus groups.
In relation to clinical stressors, the findings indicated that initial
clinical experience, attitudes of nurses and working on shortstaffed
settings were considered distressing factors. In contrast,
patient care opportunities and experiential learning were considered
as eustressing factors.
Gibbons (2010) conducted a further cross-sectional study
with a convenience sample of 171 nursing students in one
school in the UK. The Index of Sources of Stress in Nursing Students
inventory (Gibbons 2008) was used to measure stress. The
results indicated that placement demands and support opportunities
are capable of providing essential eustress experiences
that help students achieve and learn. These two studies
(Gibbons 2010; Gibbons et al. 2008) are unique in the body of
the literatures because little research considers those stressors
expected to improve nursing students’ well-being and their educational
process. However, participants were final year students;
thus their long experience had probably influenced the given
stress responses compared to those students in the earlier stages
of their studies.
Discussion
Context of the studies reviewed
This review illustrated that most of the studies were conducted
in Europe, primarily in Ireland and the UK. Few studies were
conducted in the Middle East. However, in terms of
globalization, the findings derived from studies that focused on
cross-cultural comparisons reported that nursing students share
similar clinical stress experiences internationally (Burnard et al.
2008; Timmins & Kaliszer 2002). More research studies are
needed in other countries such as the USA and the Middle East.
This helps in addressing the influence of the cultural factors
such as the acceptable ways of stress expression on the nursing
students’ clinical stress experiences (Robotham & Julian 2006).
Methodological considerations
The majority of the studies were descriptive and quantitative in
nature. Only one study was experimental, and two studies were
qualitative. The use of quantitative measures (such as self-report
questionnaires) may yield objective findings, especially if these
measures have adequate psychometric properties (Polit & Beck
2008). However, such structured measures may restrict the
in-depth understanding of the students’ reaction to stress
(Nieswiadomy 2008). Therefore, future studies should pay more
attention to qualitative approaches for investigating clinical
stress among nursing students. Most of the studies were crosssectional,
and only two studies utilized a longitudinal design.
This indicated that the dynamic nature of clinical stress has not
been investigated adequately in the current literature. Future
research should measure this changeable nature of stress by
employing prospective designs (Edwards et al. 2010).
Sample sizes and nature were so varied in these studies, the
range was from 6 to 1707 nursing students. This implied that
the generalizability of the literature findings may be limited in
those studies with small sample sizes. It is highly recommended
for nursing researchers to use a sample size that can achieve
higher levels of power (Faul et al. 2009). In this case, the results
can be transferred and applied in other similar settings (Polit &
Beck 2008).
There was much variability in selected instruments. Only two
tools were utilized in more than one study, and in some cases
modified version was employed. PSS was used by three studies
(Chen & Hung 2013; Shaban et al. 2012; Sheu et al. 2002) and
modified by Jimenez et al. (2010). The SNE questionnaire was
also used by two studies (Burnard et al. 2008; Edwards et al.
2010). One study designed ad hoc instrument to measure stress
(Timmins & Kaliszer 2002). In the remaining five studies, the
utilized tools were different. This variability was also evident in
the structure and content of the utilized instruments. In the
reviewed studies, instruments had 12–41 items, all with the
intent of evaluating clinical stress among nursing students. This
illustrates heterogeneity in the ways of reporting the resulting
clinical stressors. However, the majority of the tools had
adequate psychometric properties (see Table 1 for details). This
illustrates that clinical stress was measured through high-quality
measurement tools, though applied irregularly.
The most common reported stressors
It is difficult to compare findings among studies as a result of
the great number of stressors and use of different tools. Nevertheless,
academic demands, relations in the clinical environment,
and caring for patients and families were considered to be
the highest reported stressors. Accordingly, nurse educators
need to address student needs to handle these stressors effectively.
Such measures may include giving more attention to
clinical parts of training, minimizing the required paper work,
preparing all professionals involved in training of the nursing
students adequately, and offering simulation measures that
enable the students to provide care for patients before entering
the actual clinical context (Al-Zayyat & Al-Gamal 2014).
From a different perspective, the majority of the reviewed
studies were aimed to identify distressing elements of training.
Conversely, few studies have addressed those elements of training
that are perceived as eustressing (Gibbons 2010; Gibbons
et al. 2008). Future research should pay more attention to those
412 A. Alzayyat & E. Al-Gamal
© 2014 International Council of Nurses
beneficial aspects of clinical education that promote knowledge
attainments, skills acquisitions and prospective nurses’ development
(Gibbons 2010).
Stressful periods of clinical education
It has been reported that many nursing students experience
several difficulties during their initial clinical experience (Sheu
et al. 2002). It seems that current nursing curricula do not
prepare nursing students adequately to handle this experience
(Karabacak et al. 2012). Consequently, reviewing nursing curricula
is an important issue for nursing educators (Shaban et al.
2012). The inclusion of video films about clinical settings, inviting
expert guest speakers and frequent field visits (during orientation
period) may decrease initial clinical stress (Penn 2008).
There is inconsistency in the reported findings concerning
those studies that compare stress degrees across different academic
years. Some studies reported that students experienced
higher degrees of clinical stress at early academic years such as
the first year (Gorostidi et al. 2007). On the other hand, other
studies reported that those experienced nursing students (in
third or fourth year) perceived higher degrees of stress than
novices (Edwards et al. 2010; Jimenez et al. 2010). Therefore,
the current literature provides inconclusive data regarding
which stage suffered higher degrees of stress. Carefully controlled
studies (such as randomized controlled trials) are
required to resolve these controversies (Polit & Beck 2008).
Implications of the findings from this review
This review updated nursing researchers, educators and students
regarding stress experiences of nursing students during
their clinical education. The findings of this review present significant
implications for nursing education and call for further
research.
Implications for nursing education
Although the findings are sometimes conflicting, nursing lecturers,
clinical instructors, preceptors and nurses from different
nursing departments can utilize the findings of this review to
direct their students during clinical practice. This might help in
improving the clinical education programs to promote the psychosocial
well-being of the students (Pulido-Martos et al. 2012),
thus improving the patients’ quality of care. Nursing educators
should provide supportive interventions for students from the
initial time of their clinical education (Shaban et al. 2012).
Moreover, nursing educators should encourage students to
discuss their feelings and their stressors in order to provide
appropriate interventions (Penn 2008).
Policy implications for stakeholders in nursing education
Nursing school administrators should establish a student
support system through which the students can be equipped
with effective coping strategies (Robotham & Julian 2006).
Moreover, school administrators should develop training
courses in communication skills for their nursing educators that
enable them to work effectively with students (Al-Zayyat &
Al-Gamal 2014). Hospital administrators need to promote those
policies that facilitate a training environment where students
are supported and inspired while they engage in their clinical
practice (McKenna & Plummer 2013). Furthermore, hospital
administrators should develop continuous education programs
for their staff on the appropriate way to deal with students
(Gorostidi et al. 2007).
Implications for future research
It is important that nursing researchers conduct methodological
studies with the purpose of establishing and refining a standardized
instrument for assessing stress among nursing students
during their clinical education (Pulido-Martos et al. 2012).
Future research should give more attention to the beneficial
aspects of clinical education (Gibbons 2010). Additional
research is needed to explore the perception of clinical instructors
regarding the stressors faced by nursing students during
clinical education (Penn 2008).
Limitations of the review
The following limitations were identified in this review. First,
the prerequisite is that the included studies written in English
may have precluded valuable data published in different languages.
Second, the heterogeneity of the included studies in
terms of sample characteristics, utilized tools and the differences
in the operational definitions of the stress led to difficulties
when attempting to generalize the results.
Conclusion
This paper discussed stress among nursing students in clinical
settings. The findings of this review present worthy data for
clinical educators in identifying nursing students’ stressors,
facilitating their clinical education and establishing successful
clinical teaching methods. Moreover, this review provides
up-to-date empirical data (about clinical stress among nursing
students) and calls for further research. Future research is recommended
to broaden the scope of this review by addressing
the coping strategies that are utilized by nursing students to deal
with clinical stress.
Acknowledgement
The authors would like to thank The University of Jordan-
Deanship of Academic Research (Grant No. 2013-2014/ 12) for
funding this study.
A review of stress among nursing students 413
© 2014 International Council of Nurses
Author contributions
Abdulkarim Alzayyat: Study conception and design, literature
review, drafting of manuscript, and final approval of the version
to be submitted. Ekhlas Al-Gamal: Study conception and
design, drafting of manuscript, critical revisions of manuscript
for important intellectual content, and final approval of the
version to be submitted.
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© 2014 International Council of Nurses
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individual use.

Marketing Project Plan:Is the economy a factor?

Marketing Plan Project

 

Purpose of this?

  1. to improve understanding of marketing through application of the concepts and content of the course
  2. to learn more about the marketing strategies and business for a chosen or assigned company/organization
  3. to learn how and what research is needed to develop marketing strategies and plans
  4. to learn how to write a professional and properly cited business research report

 

Preliminary Situation Analysis

  1. Choose your company/organization.

First, you need to select a company/organization to analyze.  This can be a company or organization that is (1) for- profit or not-for-profit, and (2) local or national. You will use this company/organization as the foundation for the situation analysis and for your final marketing plan.  Note: if you choose a well-known for-profit national company, it will be easier to find information and research to complete this project.

Later this situation analysis along with other analyses will be used to support a new product or product line (either physical/tangible good or an intangible service) that you will recommend that the company/organization should develop and market.

You may choose any of the top brands/companies mentioned here:  https://www.businessinsider.com/top-100-millennial-brands-2018-9.  It is best to choose a company that you are most familiar with, can find research about, and will have fun being creative with a marketing plan for them.  If you prefer a company that is not on this list, then you should email the professor for advance permission to use by the end of week 3 in the course.  Be sure to include the company’s website link so a judgement for approval can be made.

For your chosen company, you will complete a preliminary situation analysis (including a SWOT analysis) to understand: (1) what the company currently has to offer in the form of products, services, and resources, etc. (the controllable), and (2) what are the forces in the marketing environment (the uncontrollable or 5Cs) that provide guidance for future marketing decisions.  This will be the requirement for the preliminary situation analysis so the professor can provide you feedback to determine if you are on track with the project (20 points).

After receiving feedback for the preliminary situation analysis, you will improve this part of the assignment and use this research to identify a market need to fill by developing a new product/product line for your chosen company.  Then you will complete the final marketing plan project with your marketing strategic decisions (STPs, 4Ps) for this new product/product line

While the content from your reading/study, quizzes, mid-term, and final exams can provide you with the needed knowledge to complete this project, it is your further study/reflection for understanding and application of the important concepts and processes that will guide you in completing the marketing plan project.

If you have any doubts about the quality of application about a potential company or a new product/product line, then email the professor at least one week before the due dates.

 

  1. Begin Your Company and Situation Analysis Research Immediately.
  2. You should cite current research from credible and reliable sources.

Most of your content can be found in three to five research sources.  Be sure that you use current research sources (with cites/research no older than 3 years).  Beyond 3 years would not be considered up-to-date.

Note: if you cannot easily find the date of a research source, then it is not a source you should use in this project.  Without a current and proper date of the source, the quality of the research cannot be judged, and this will negatively affect your project grade.

Company Research Guide http://libguides.unco.edu/business/company

  1. Your research citations should be complete and of proper style (e.g., APA).

As you find the information needed to complete this assignment, you will also need to record the source of your research for citation.  The web links below are provided to guide you in judging quality research sources and for properly citing those sources.  Proper and complete citations are a major part of your grade for this project and failure to cite properly will likely earn a C or lower grade on the project.

Citation: http://libguides.unco.edu/content.php?pid=85068&sid=1024771

More about the APA Format for Reference Citations (for citing sources within your pager and on the reference page): http://library.duke.edu/research/citing/

Pay attention about how to properly cite research from: (1) a Full Text Article from Library Databases (Electronic) or (2) a web page.  If your citation is only a web address, then it is considered incomplete and not acceptable.  What is most important is that your reference citations are complete and with consistency of style (i.e., APA).

Note 1: If using a database to find research sources, make sure that the web link provided works and links directly to the original source (a permanent link).  While signed into a database, the link found in your browser is often a temporary link and does not work for others not signed into your database.

Note 2: GMID Passport is an excellent database for your project.  But, make sure you have a separate citation for each report used in this database (see Citation link above).  A single citation for GMID does not provide adequate detail for judging the date and source of specific data used in your paper.

Note 3: Research citations from web sources need two dates: (1) date of the source, and (2) the date retrieved or downloaded (see APA style).

Note 4: If you do not have a date for a source, then you should not use it because its quality and currency cannot be judged.  Sometimes when you cannot find an immediate date, you can look at the bottom of the page and find the copyright date.

Note 5: you may use a Bibliography Maker, such as EasyBib or BibMe, but you will need to make sure you have input the extra information often needed.

Every citation should include some or all of the following (just fill in all the missing information requested by the Bibliography Maker): (1) the author, (2) the source (e.g., name of magazine, newspaper, web site, book, database, etc.), (3) title (article title, web page title, film title, report title, etc.), (4) date published or created, (5) date accessed or retrieved (for web sites only), (6) page numbers (for printed sources only), (7) direct permanent link to the specific article (for web sites only), (8) publisher (for books or web sites only), and other information, depending on the type of source and format style.

  1. You should cite your research sources where used in the written presentation.

This is called an in-text citation.

The most common way to reference a research source in the body of the presentation is to present a citation in parentheses, by author and date, and may include page numbers.

For example, if the content from this paragraph came from research source by authors McDonald and McDonald, then it is indicated as it is here (McDonald and McDonald 2018). Two references are separated by a semi-colon, e.g., (Engel and Blackwell 2010; Stocker 2011).  Page numbers are indicated by a colon, e.g., (Engel and Blackwell 1982:7), which means reference found on page 7.  Page numbers are only needed for direct quotes.  In most cases, paraphrasing should be used instead of direct quotes. Excessive use of direct quotes will count against you.

  1. Complete Preliminary Situation Analysis of the Marketing Plan Project (Part 1).

You must include cover page, table of contents, headings, sub-headings, proper spacing, intext citations, reference page, etc.

  1. The format for your project is as follows:
  2. Cover Page that includes the title of paper and your current name, address, phone, and email. Note: I will not share your personal contact information with anyone, though it is important that I know how to reach you in case of a problem with your project submission. Make it look professional.
  3. Table of Contents page that includes all headings, subheadings, and their related page numbers aligned on the right side of the page (see any book Table of Contents for an example; hint: use tabs for alignment).
  4. Content:
  5. Write in paragraph form, not with bullets. This is a formal report and not an outlined presentation as done in past semester classes. You do need to explain yourself as with writing a formal report.
  6. 12-point font, Times New Roman recommended for easier reading.
  7. Use all headings and subheadings from the project outline. Be consistent in their indentations/alignment. Note: in the outline below, the numbers represent the 1st level headings (1, 2, 3, 4), the capital letters represent the 2nd level headings/sub (A, B, C, D), and the lower case letters represent the 3rd level headings/sub (a, b, c, d).
  8. Use single spaces within paragraphs and double spaces between paragraphs, headings, and subheadings.
  9. Cite sources where used in the paper (in-text citation) using a footnoting method by author and date (see citing reference sources section above).
  10. Include visuals (images, videos, etc.) in the body of your paper to liven up the written presentation (show and tell). Be sure to provide headers/captions/labels and reference cites for all graphics/pictures used in the paper. All graphs, tables, charts, figures, etc. should be numbered and discussed in the body of the paper.  Be sure to explain any visuals that are used, and do not use the visuals as a substitute for your written content.  Note: do not cut and paste tables, charts, etc. from the web.  This is considered plagiarism.
  11. Include web links to demonstrate something important, such as an advertisement or video for your brand/company. Be sure to explain any links that are used, and do not use the links as a substitute for your written content.
  12. References Page.

 

  1. Expected minimum length for Part 1 of the Project:

2,500-5,000 words (or about 5 to 10 total pages of content, not including cover page, table of contents, visuals, and reference cites; and with formatting explained in section 3A above)

You will upload your paper under the module for Preliminary Situation Analysis so that VeriCite can be used.

 

  1. Content for completing Part 1 of the Project (Situation Analysis):

The 5Cs provide the heart of the “situation analysis” (see textbook Chapter 17 and Appendix for guidance). The first step in planning is to understand about the company/brand’s current situation.  That assessment requires our nailing down characterizations of our company, customers, context, collaborators, and competitors (the 5Cs). The ideal result of a situation analysis is to answer every part of every question as comprehensively as possible, using secondary data and research citations as extensively as possible (required). Please note that the creation of marketing plans is not perfectly linear – when you find the answers to 1 of the Cs, you might need to adjust another C.

To complete this assignment, you need to begin with a Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis of your company/brand.  While not required to turn in with this paper, a SWOT will guide you in completing the situation analysis.  SWOT is described in Chapter 4 on Targeting and Chapter 16 on Marketing Strategy.  Some researchers recommend that you carefully examine linkages between the four SWOT elements of strengths, weaknesses, opportunities, and threats and that you consider designing objectives that either help to maximize the impact of the linkage or minimize the impact of the linkage in to the future.  Please note, objectives are not required for the completion of this assignment.

This section draws from information gathered from the 5Cs marketing framework outlined in your textbook.  The 5Cs consist of Company, Customer, Context, Collaborators, and Competitors. The textbook chapters mapped to the marketing framework are found in Figure 1.4 in Chapter 1.  An example spreadsheet of the 5Cs is in Table A17-1 (click full book button in Cengage to get there).

 

Below outlines topics that fall under each one of the 5Cs.  A SWOT analysis is used for several aspects of the situation analysis, so it is best to work on this first to guide you in summarizing the information below.

 

 

 

 

  1. Company (4 points)

Describe its origins, brief history, sales, product lines or mix, etc.

  • What are we good at? Known for?  Do a SWOT to determine this!
  • What do we want to become? Future strategy.

This requires research about your chosen company.  Visit their web pages.  Google search for more.  Refer to the research resources mentioned in 2B above.

This comes from the strengths and weaknesses of your company (SW of SWOT).

  1. Customers (4 points)

 

The company tries to understand its customers by collecting data on them.  The company starts with studying secondary data to know the background trends, and then as an option collects fresh data on customers and potential customers.

 

  • Demographics (e.g., age, income, household composition)
  • Psychographics (e.g., attitude to product, attitude toward brand)
  • Current levels of customer satisfaction
  • Describe loyalty programs and other efforts at Customer Relationship Management (CRM)
  • Buying behavior (e.g., what they buy, when they buy, what channel do they prefer, sensitivity to price?)
  • Other customer issues (e.g., What changes have we seen with these customers, why don’t non-buyers buy?)
  • See more in the Appendix

This requires research about your company’s customers or target markets.  Visit their web pages to find their typical customers and research the trends or growth segments for these consumers.  You may also research their competitor’s customers to identify segments that are overlooked by your company. Google search for more.  Refer to the research resources mentioned in 2B above.

This comes from the strengths and weaknesses of your company and opportunities and threats from the market (SW and OT of SWOT).

 

  1. Context (4 points)

 

The Company assesses the uncontrollable macro-environmental issues that affect it.  Sample questions that the company should pose help with understanding the business context.  The company revisits these questions when it sees changes in its environments or when it changes its brand or target segments.  The following topics should be included in this section as follows.

 

  • Is the economy a factor? Is it stable? Growing? What’s the consumer mood?
  • Are politics a factor? Are our partners stable?
  • Is legal a factor? Are any consumer laws looming?
  • Is technology a threat/opportunity? Machines? IT?
  • Any societal concerns? Demographic shifts? Attitude shifts?

This requires research about your company’s industry.  Visit their web pages.  Google search for more.  Refer to the research resources mentioned in 2B above.  This is about your research as support and not about your opinion.

This comes from the market opportunities and threats to your company and its marketing (OT of SWOT)

  1. Collaborators (2 point)

 

The company should also study the relationship it has with its providers in the supply chain.  The following topics should be included in this section as follows.

 

  • Good relations with supply chain providers?
  • Good relations with distribution channel members?
  • Want any modifications?

This requires research about your chosen company’s supply chain and distribution channels.  Visit their web pages.  Google search for more.  Refer to the research resources mentioned in 2B above.

This comes from all areas of the SWOT.

  1. Competitors (2 point)

 

Using a SWOT analysis helps the company determine its strength relative to other providers in the marketplace. The following topics should be included in this section as follows.

 

  • Who are your major competitors?
  • What are our competitors’ strengths? (these are threats in a SWOT analysis)

This requires research about your company’s competitors.  Visit their web pages.  Google search for more.  Refer to the research resources mentioned in 2B above.  This is about your research as support and not about your opinion.

This comes from the market opportunities and threats to your company and its marketing (OT of SWOT).

 

 

 

  1. Summary (2 points)

 

Summarize the key conclusions about the situation analysis that will serve as the foundation for future analysis and formation of marketing strategies for a new product/product line.

 

  1. Format, spelling, and grammar (2 points)

 

Be sure to follow the formatting instructions provided in this assignment.   Failure to do so could result in an overall grade reduction of 10%.


  1. Grading Rubric for Part 1 of the Project:

This assignment is worth 20 points as outlined above for the 5Cs.  Points will be earned based on grammar and completeness of response.  Since the SWOT is the basis of some of the Cs, it would behoove you to spend some quality time on the formation of this tool.

 

Situation Analysis Very strong evidence

 

Moderate Evidence

 

Evidence is lacking
Company / worth up to 4 points Clear and engaging description of company and what it wants to become (4 points). Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (2 points). Evidence is unclear and not very engaging with a lot of confusion or missing information (1 points).
Customers / worth up to 4 points Clear and engaging description of demographics, psychographics (if appropriate), customer satisfaction, buying behavior, and other customer issues (4 points). Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (2 point). Evidence is unclear and not very engaging with a lot of confusion or missing information (1 point)
Context / worth up to 4 points Clear and engaging description of economic, political, legal technological, and societal issues (4 points). Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (2 point) Evidence is unclear and not very engaging with a lot of confusion or missing information

(1 point)

Collaborators / worth up to 2 points Clear and engaging description Modifications needed with either supply chain partners or distribution channel partners (2 point) Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (1 point Evidence is unclear and not very engaging with a lot of confusion or missing information (0.5 point)
Competitors / worth up to 2 points Clear and engaging description of SWOT and who are the main competitors and their threats to us (2 point). Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (1 point). Evidence is unclear and not very engaging with a lot of confusion or missing information (0.5 point)
Summary / worth up to 2 points Clear and engaging description of key conclusions about the situation analysis that will serve as the foundation for future analysis and formation of marketing strategies (2 points). Some evidence of clear and engaging description yet a minimal amount of confusion or missing information (1 point). Evidence is unclear and not very engaging with a lot of confusion or missing information (0 point).
Format, Spelling, and Grammar / worth up to 2 points Format, spelling, and grammar are perfect

(2 points).

Format, spelling, and grammar show a lot of errors (1 point) Format spelling, and grammar show an overwhelming amount of errors (0 points).

 

Analysis of a multinational enterprise’s foreign direct investment strategy.

Faculty of Business and Law
Assignment Brief 2019/20
Unit Title: International Business Theory
and Strategy
Unit Code:
Core:
International
Business
Level: 6
Assignment Title: Analysis of a multinational enterprise’s foreign direct investment strategy
Unit Leader:
Contact Details:
Submission Date: See date on
Moodle
Feedback Return Date: See Date on Moodle
Submission Instructions: via Turnitin instructions provided on the Moodle area
Feedback Return Information: via Turnitin
Assignment Task
Conduct an analysis of the foreign direct investment (FDI) strategy of a chosen multinational
enterprise (from the list below) based on Dunning’s eclectic (OLI) paradigm.
Unit Learning Outcomes Assessed.
1. Apply theory relating to strategy in the context of international organisations.
2. Critically evaluate theories relating to strategy, and recognise and assess their role in
contemporary international business practice
Assignment 1 Details and Instructions
Analysis of a multinational enterprise’s foreign direct investment strategy: 3000 words (+/- 10%
of the total word count)
The aim of this assignment is to conduct an analysis, based on Dunning’s eclectic (OLI) paradigm,
of a recent (from 2005 to date) FDI strategy of a multinational enterprise (from the list provided
below) into a host market of your choice.
Thus:
1. Select a multinational enterprise (MNE) from the list below and select one host market into
which it has directly invested since 2005 for your analysis;
2. Use Dunning’s eclectic paradigm to structure your report and critically analyse the strategy
that informed the investment. In this way, the report should explain the (O)wnership/Firmspecific
and (I)nternalization advantages of the selected MNE and the (L)ocation advantages of
the selected host country of the investment, based on both the theory associated with each
aspect of Dunning’s paradigm and empirical research on the selected case;
3. Based on this analysis, the report should assess whether the selected MNE made a viable
investment decision into the chosen host location.
This analytical report should be 3,000 words in length (+/- 10% of the total word count) and
should be fully referenced using the Harvard referencing system (see:
https://libguides.mmu.ac.uk/refguide/mmuharvard).
The report should abide by the University’s regulations on Academic Misconduct, with regard to
plagiarism: https://www2.mmu.ac.uk/student-case-management/guidance-forstudents/
academic-misconduct/what-classifies-as-academic-misconduct/
An MMU guide on how to avoid plagiarism may be found here:
https://moodle.mmu.ac.uk/mod/book/view.php?id=403468&chapterid=2110
Below is the list of MNEs to select from as a case study for this assignment:
Tesco
IKEA
Walmart
Zara
ALDI
Starbucks
Astra Zeneca
Tata Group
Lenovo
Tesla
Amazon
Early Career/ World Class Professional Skills (PLOs) being assessed or developed/assessed.
1. PLO 1 – Our graduates will apply critical thinking to practical and theoretical problems
2. PLO 3 – Our graduates will demonstrate ethical and sustainable awareness
3. PLO 5 – Our graduates will develop subject specific knowledge and skills in their
programme discipline
Recommended Reading
Johnson, G., Whittington, R., Scholes, K., Angwin, D., Regner, P. (2017). Exploring Strategy: Text
and Cases. London: Pearson Education/Prentice Hall.
Lasserre, P. (2018). Global Strategic Management. London: Palgrave MacMillan.
Buckley, P.J., Enderwick, P. and Cross, A.R. (2018). International Business. Oxford University
Press.
Peng, M. (2014). Global Strategic Management (3rd edition), CENGAGE Learning.
Cantwell, J. and Narula, R. (2001). ‘The Eclectic Paradigm in the Global Economy’, International
Journal of the Economics of Business, 8(2), 155-172.
Dunning, J. H. (1998). ‘Location and the multinational enterprise: A neglected factor?’ Journal of
International Business Studies, 29(1), 45–66.
Dunning, J.H. (2000). ‘The Eclectic Paradigm as an Envelope for Economic and Business Theories
of MNE Activity’, International Business Review, 9(2), 163-190.
Dunning, J. H. (2003). ‘The eclectic (OLI) paradigm of international production: past, present and
future’, in J. A. Cantwell and R. Narula (eds.), International Business and the Eclectic Paradigm:
Developing the OLI Framework, The Oxford Handbook of International Business, Oxford and New
York.
Dunning, J.H. (2008) ‘Location and the multinational enterprise: A neglected factor?’ Journal of
International Business Studies, 40(1), 5-19.
Dunning, J., and Lundan, S.M. (2008), Multinational Enterprises and the Global Economy (2nd
ed.), Cheltenham: Edward Edgar Publishing Ltd.
Forsgren, M. (2008). Theories of the Multinational Firm: A Multidimensional Creature in the
Global Economy, Northampton: Edward Elgar.
Narula, R. (2010) ‘Keeping the eclectic paradigm simple’, Multinational Business Review, 18(2),
35-50.
Rugman, A.M. (2008). The Oxford Handbook of International Business, (2nd eds.) New York:
Oxford University Press.
Rugman, A. M., Verbeke, A. and Nguyen, Q. T. K. (2011) ‘Fifty Years of International Business
Theory and Beyond. Management International Review, 51(6), 755-786.
Porter, M. E. (1990) The Competitive Advantage of Nations. New York: Free Press.
Porter, M. E. (1985) The Competitive Advantage: Creating and Sustaining Superior Performance.
NY: Free Press. (Republished with a new introduction, 1998)
Sources of Relevant Data
Passport (see the library website)
World Trade Organisation (WTO)
International Monetary Fund (IMF)
World Bank
Organisation for Economic Cooperation and Development (OECD)
United Nation Conference on Trade and Development (UNCTAD)
Sources for Theoretical Framework/Analysis
The Moodle area provides essential and further readings based on the resources identified below
for each lecture/topic.
Academic Journals (Journal of International Business Studies, International Business Review,
Journal of World Business, Long Range Planning, Strategic Management Journal, Strategic
Networks, Academy of Strategic Management Journal, MIT Sloan Management Review, Journal
of Management Studies, Journal of Business Research, Review of Industrial Organisation
International Journal of Emerging Markets, etc.)
Reports from reputable research, policy and financial organisations (e.g., European Commission,
OECD, WTO, NESTA, national government agencies, IMF, World Investment Report)
Commercial Research Organisations and Databases (Datamonitor, FAME, Osiris, MINTEL,
PASSPORT)
Periodical Magazines (reputable) (e.g., The Economist, Businessweek, New Statesman, Spectator,
Harvard Business Review)
Newspapers (reputable) (e.g., Financial Times, Guardian, Observer, Times)
Marking Criteria *
See the Marking Criteria Rubric below.
Group Work Guidelines (If applicable)
Unit Specification