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Retirement: to survive or to adapt? Validation of the rationale of an intervention program

Abstract

Objective:

This study presents the results of an internal validation of a successful transition and adaptation preparation for a post-career career program for senior adults.

Method:

A total of 10 judges, with in-depth knowledge in the field of vocational guidance and career development, were asked to decide about the congruence between a set of activities and the dimensions and the development tasks that constitute the rationale of the program.

Results:

Out of the total of 11 activities that make up the core of the program, eight were unanimously considered to be adequate for the intervention’s objectives, that is, in direct relation to the theoretical rationale, namely the dimensions and relevant development tasks.

Conclusion:

The results obtained demonstrate a good acceptance of the program by the judges to whom it was presented.

Keywords:
Program; retirement; Validation study

Resumo

Objetivo:

Este estudo apresenta os resultados da validação interna de um programa de preparação de transição e adaptação bem-sucedidas para um período de carreira pós-carreira de idosos.

Método:

Um grupo de 10 valiadores, especialistas orientação vocacional e desenvolvimento de carreira, foram inquiridos acerca da concordância com a associação entre cada atividade e as dimensões e tarefas de desenvolvimento do racional do programa.

Resultados:

Do total de 11 atividades que constituem o núcleo do programa, 8 foram unanimemente consideradas adequadas aos objetivos da intervenção; isto é, com relação direta ao racional teórico, nomeadamente às dimensões e respectivas tarefas desenvolvimentais.

Conclusão:

Os resultados obtidos demonstram uma boa aceitação do programa por parte dos avaliadores a quem ele foi apresentado.

Palavras-chave:
Aposentadoria; Estudo de validação; Programa

The developmental literature has indicated that the transition to retirement is an event that takes place in an adult’s life, around the age of 65, and in which the person significantly (abruptly or progressively) abandons the role of worker, due to being close to his/her “end of life”. At the same time, these adults seek to reconcile with the past, often engaging more actively in other life roles (Bühler, 1964Bühler, C. (1964). The human course of life in its goal aspects. Journal of Humanistic Psychology, 4(1), 1-18. https://doi.org/10.1177/002216786400400101
https://doi.org/https://doi.org/10.1177/...
; Erikson, 1959Erikson, E. H. (1959). Identity and the life cycle. Selected papers.; Greenhaus et al., 2010Greenhaus, J. H., Callanan, G. A., & Godshalk, V. M. (2010).Career management. Sage.; Havighurst, 1953Havighurst, R. J. (1953). Human development and education. Longmans.; Levinson, 1986Levinson, D. J. (1986). A conception of adult development. American psychologist, 41(1), e3.; Peck, 1956Peck, R. (1956). Psychological developments in the second half of life. In J. E. Anderson (Ed.), Psychological aspects of aging (pp. 42-53). American Psychological Association.; Super, 1980Super, D. E. (1980). A life-span, life-space approach to career development. Journal of Vocational Behavior, 16(3), 282-298. https://doi.org/10.1016/0001-8791(80)90056-1
https://doi.org/https://doi.org/10.1016/...
). Although these theoretical developmental models (e.g., Bühler’s Life Course Theory; Erikson’s Psychosocial Development Theory; Super Career Development Model) are quite useful in contextualizing the characteristics, challenges and development tasks of this particular phase of aging, they do not reflect the current configurations of life/career trajectories of people over 65 years of age (Pinto, 2021Pinto, J. C. (2021). Envelhecimento e carreira: novos contornos. In H. Rebelo-Pinto & J. C. Pinto (Eds.), Envelhecimento: uma abordagem multidisciplinar (pp.286-300). Universidade Católica Editora.).

Currently, a long post-retirement period is expected, as a result of the increase in average life expectancy and the change in health, housing, social and economic conditions. In the European Union of 27 countries, in 2018, the resident population aged 65 or over corresponded to 20.1% of the total population. In Portugal, statistics indicate that, in the same year, about 21.7% of the population was elderly, with countries such as Germany, Bulgaria, Finland, Italy and Greece being in a similar situation. These new conditions make the transition to retirement a significant milestone in adult life; during the retirement period a large number of people continue to be involved in productive activities (of a formal or non-formal nature), which have an impact on their levels of physical, psychological and social well-being (Fonseca, 2011Fonseca, A. M. (2011). Reforma e reformados. Almedina.; Lee et al., 2020Lee, C., Payne, L. L., & Berdychevsky, L. (2020). The roles of leisure attitudes and self-efficacy on attitudes toward retirement among retirees: a sense of coherence theory approach. Leisure Sciences, 42(2), 152-169.; Lippke & Cihlar, 2021Lippke, S., & Cihlar, V. (2021). Social participation during the transition to retirement: Findings on work, health and physical activity beyond retirement from an interview study over the course of 3 years. Activities, Adaptation and Aging, 45(2), 135-158.; Rodríguez-Monforte et al., 2020Rodríguez-Monforte, M., Fernández-Jané, C., Martin-Arribas, A., Costa-Tutusaus, L., Sitjà-Rabert, M., Ramírez-García, I., Canet Vélez, O., Kopp, J., Vilaró, J., Carrillo-Alvarez, E. (2020). Interventions across the retirement transition for improving well-being: a scoping review. International Journal of Environmental Research and Public Health, 17(12), 4341.; Vidovićová, 2018Vidovićová, L. (2018). The Expected, evaluated, perceived, valued and prevalent social roles of older people: are they by consent? In A. Zaidi, S. harper, K. Howse, G. Lamura, & J. Perek-Bialas (Eds.), Building evidence for active ageing policies(pp. 39-54). Palgrave Macmillan.; Wanka, 2020Wanka, A. (2020). Continuity and change in the transition to retirement: how time allocation, leisure practices and lifestyles evolve when work vanishes in later life.European Journal uf Ageing, 17(1), 81-93.), while enabling them to respond to the needs of the community in which they live. When reviewing the activity rate of this group, the data indicate that, in the European Union, about 5.4% of that population is still working, thus holding an active position in society. In Portugal, the data indicate that the working retiree population is more than double, 11.5%. And, although some people’s condition stem from economic necessity, a recent study carried out by the Eurofound agency indicates that more than half of those individuals who remain active are so because they feel capable, they enjoy what they do, or intend to “feel useful”; by the same token they also cope with loneliness and social isolation (Eurofound, 2019Eurofound. (2019). Income from work after retirement in the EU. European Union. https://www.eurofound.europa.eu/pt/topic/retirement
https://www.eurofound.europa.eu/pt/topic...
). The new forms of transition to a post-career career should promote those adults’ active citizenship and social inclusion, even if they demand an adjustment and adaptation effort, in order to ensure a successful transition (Cohen-Mansfield & Regev, 2018Cohen-Mansfield, J., & Regev, I. (2018). Retirement preparation programs: an examination of retirement perceptions, self-mastery, and well-being.Research on Social Work Practice, 28(4), 428-437.).

However, the more or less successful way in which people go through this stage of life depends on their ability to put into practice the attitudes, behaviors and skills necessary for coping with a set of tasks and challenges peculiar of this phase of life. A large proportion of people transitioning to a post-career career anticipate that this will translate into a negative change considering their current life circumstances, which would lead to a set of losses (e.g., in the sense of identity, meaning and usefulness; Barros de Oliveira, 2008Barros de Oliveira, J. (2008). Psicologia do envelhecimento e do idoso. Legis Editora.; Ferreira, 2008Ferreira, M. E. M. P. (2008). A meia-idade e a alta modernidade. Construção Psicopedagógica, 16, 77-91.; Mooney et al., 2021Mooney, A., Tsotsoros, C. E., Earl, J. K., Hershey, D. A., & Mooney, C. H. (2021). Enhancing planning behavior during retirement: effects of a time perspective based training intervention. Social Sciences, 10(8), e306.). It is therefore necessary to develop initiatives that facilitate the transition to formal retirement, supporting the idea of valuing this new stage of adult development and also social sustainability itself.

At this stage of life career management support programs constitute a valuable resource to promote the sense of empowerment of those adults, providing them with a set of tools that make them more apt to effectively manage this period of transition and adaptation to a post-retirement life (Greenhaus et al., 2010Greenhaus, J. H., Callanan, G. A., & Godshalk, V. M. (2010).Career management. Sage.; Leandro-França et al., 2016Leandro-França, C., Giardini Murta, S., Hershey, D. A., & Barbosa Martins, L. (2016). Evaluation of retirement planning programs: a qualitative analysis of methodologies and efficacy. Educational Gerontology, 42(7), 497-512. http://doi.org/10.1080/03601277.2016.1156380
https://doi.org/http://doi.org/10.1080/0...
; Peterson & Murphy, 2010Peterson, C. L., & Murphy, G. (2010). Transition from the labor market: older workers and retirement. International Journal of Health Services, 40(4), 609-627. https://doi.org/10.2190/HS.40.4.c
https://doi.org/. https://doi.org/10.219...
; Pinto, 2019Pinto, J. C. (2019). Reforma: o tempo de espera para a morte? Gaudium Sciendi, 16, 33-42. https://doi.org/10.34632/gaudiumsciendi.2019.3006
https://doi.org/https://doi.org/10.34632...
). These programs, essentially preventive and developmental, have adopted either a more restricted or more comprehensive perspective of retirement (Hershey et al., 2003Hershey, D. A., Mowen, J. C., & Jacobs-Lawson, J. M. (2003). An experimental comparison of retirement planning intervention seminars. Educational Gerontology, 29, 339-359. https://doi.org/10.1080/713844333
https://doi.org/https://doi.org/10.1080/...
) focusing different topics, such as health, home setting, finance, leisure and social relationships (Beehr & Bowling, 2002Beehr, T. A., & Bowling, N. A. (2002). Career issues facing older workers. In D. Feldman (Ed.), Work careers: a developmental perspective (pp. 214-241). Jossey-Bass.), and have achieved mostly positive results, with regard to a set of cognitive, motivational and behavioral changes following retirement (Ogunbameru & Sola, 2008Ogunbameru, O., & Sola, A. (2008). Transition to retirement: effect of participation in preretirement education in Nigeria. Educational Gerontology, 34, 418-427. https://doi.org/10.1080/03601270600850867
https://doi.org/https://doi.org/10.1080/...
; Pazzim & Marin, 2018Pazzim, T. A., & Marin, A. H. (2018). Retirement preparation program: evaluation of results. Psicologia: Reflexão e Crítica, 27(1), 1-9.). However, it is a resource that has scarcely been made available to those adults, contrary to the basic principle that career interventions should be provided at any stage of the life cycle, including during the transition to retirement (Rodríguez-Monforte et al., 2020Rodríguez-Monforte, M., Fernández-Jané, C., Martin-Arribas, A., Costa-Tutusaus, L., Sitjà-Rabert, M., Ramírez-García, I., Canet Vélez, O., Kopp, J., Vilaró, J., Carrillo-Alvarez, E. (2020). Interventions across the retirement transition for improving well-being: a scoping review. International Journal of Environmental Research and Public Health, 17(12), 4341.). For example, in a recent article, Leandro-França et al. (2016)Leandro-França, C., Giardini Murta, S., Hershey, D. A., & Barbosa Martins, L. (2016). Evaluation of retirement planning programs: a qualitative analysis of methodologies and efficacy. Educational Gerontology, 42(7), 497-512. http://doi.org/10.1080/03601277.2016.1156380
https://doi.org/http://doi.org/10.1080/0...
identified only eleven scientific articles, published in English, Portuguese or Spanish, between 1975 and 2014, focusing on the presentation of intervention programs to support the transition to retirement. Only four of those papers had a solid theoretical rationale in their conceptualization.

In this connection the need to deepen the understanding of the transition to this new phase of life is highlighted, with the aim of contributing to an expansion and updating of theoretical models that can serve as a rationale for the development of intervention programs, from the conceptualization of new (sub)stages of career development in adulthood. It is also important to invest in the development of more support programs for this stage of life that, based on the aforementioned theoretical frameworks, help those adults to solve a set of developmental tasks, such as exploring new interests and competences, the reassessment of life values, the analysis of attitudes, needs and fears regarding this stage of life, the identification and acknowledge of support resources, among others.

In this connection, based on what has been mentioned, Pinto and Rebelo-Pinto (2020)Pinto, J. C., & Rebelo-Pinto, H. (2020). Reforma: sobreviver ou adaptar?! Programa de apoio à transição. Universidade Católica Portuguesa. developed the program “Retirement: Surviving or Adapting?! A Transition Support Program”. The proposed intervention program fits into the post-career career concept, which consists of a development phase that occurs after formal retirement of a job/continued work (Pinto, 2021Pinto, J. C. (2021). Envelhecimento e carreira: novos contornos. In H. Rebelo-Pinto & J. C. Pinto (Eds.), Envelhecimento: uma abordagem multidisciplinar (pp.286-300). Universidade Católica Editora.). This period requires involvement in a set of developmental tasks organized into three dimensions, namely Identity, Opportunity and Adaptation. Both the dimensions and the proposed tasks resulted from the review of the main developmental theoretical models (Bühler, 1964Bühler, C. (1964). The human course of life in its goal aspects. Journal of Humanistic Psychology, 4(1), 1-18. https://doi.org/10.1177/002216786400400101
https://doi.org/https://doi.org/10.1177/...
; Erikson, 1959Erikson, E. H. (1959). Identity and the life cycle. Selected papers.; Greenhaus et al., 2010Greenhaus, J. H., Callanan, G. A., & Godshalk, V. M. (2010).Career management. Sage.; Havighurst, 1953Havighurst, R. J. (1953). Human development and education. Longmans.; Levinson, 1986Levinson, D. J. (1986). A conception of adult development. American psychologist, 41(1), e3.; Peck, 1956Peck, R. (1956). Psychological developments in the second half of life. In J. E. Anderson (Ed.), Psychological aspects of aging (pp. 42-53). American Psychological Association.; Super, 1980Super, D. E. (1980). A life-span, life-space approach to career development. Journal of Vocational Behavior, 16(3), 282-298. https://doi.org/10.1016/0001-8791(80)90056-1
https://doi.org/https://doi.org/10.1016/...
) as they are considered to best support a comprehensive and integrative approach to this particular phase of the life cycle (Fonseca, 2021Fonseca, A. (2021). Educação e aprendizagem no decurso do envelhecimento. In H. Rebelo-Pinto & J. C. Pinto (Eds.), Envelhecimento: uma abordagem multidisciplinar. Universidade Católica Editora.; Pinto, 2021Pinto, J. C. (2021). Envelhecimento e carreira: novos contornos. In H. Rebelo-Pinto & J. C. Pinto (Eds.), Envelhecimento: uma abordagem multidisciplinar (pp.286-300). Universidade Católica Editora.).

The Identity dimension encompasses a set of developmental tasks through which participants engage in rebuilding their sense of self, usefulness and self-esteem. In this connection, people are encouraged to explore information about themselves, their past and present, their characteristics, interests, skills, values and attitudes, in order to develop a more enlightened sense about themselves (Bühler, 1964Bühler, C. (1964). The human course of life in its goal aspects. Journal of Humanistic Psychology, 4(1), 1-18. https://doi.org/10.1177/002216786400400101
https://doi.org/https://doi.org/10.1177/...
; Erikson, 1959Erikson, E. H. (1959). Identity and the life cycle. Selected papers.; Havighurst, 1953Havighurst, R. J. (1953). Human development and education. Longmans.; Levinson, 1986Levinson, D. J. (1986). A conception of adult development. American psychologist, 41(1), e3.; Peck, 1956Peck, R. (1956). Psychological developments in the second half of life. In J. E. Anderson (Ed.), Psychological aspects of aging (pp. 42-53). American Psychological Association.). The Opportunity dimension encompasses a set of developmental tasks through which participants engage in active exploration of the environment, new activities, resources and relationships. In this connection, people are encouraged to proactively explore information about their current retirement situation, the setting in which they live, the opportunities to create or maintain the lifestyle they desire regarding personal, family, social, economic, leisure and community terms, and the resources needed to achieve that lifestyle (Bühler, 1964Bühler, C. (1964). The human course of life in its goal aspects. Journal of Humanistic Psychology, 4(1), 1-18. https://doi.org/10.1177/002216786400400101
https://doi.org/https://doi.org/10.1177/...
; Havighurst, 1953Havighurst, R. J. (1953). Human development and education. Longmans.). And, the Adaptation dimension encompasses the developmental tasks through which participants engage in planning, decision-making, and in the development of an optimized and future-oriented attitude. Thus, people are encouraged to set goals for their future, define and implement action plans that increase the probability of achieving the goals, and assess their situation in terms of levels of well-being and satisfaction with their new phase of life (Bühler, 1964Bühler, C. (1964). The human course of life in its goal aspects. Journal of Humanistic Psychology, 4(1), 1-18. https://doi.org/10.1177/002216786400400101
https://doi.org/https://doi.org/10.1177/...
; Greenhaus et al., 2010Greenhaus, J. H., Callanan, G. A., & Godshalk, V. M. (2010).Career management. Sage.; Levinson, 1986Levinson, D. J. (1986). A conception of adult development. American psychologist, 41(1), e3.; Peck, 1956Peck, R. (1956). Psychological developments in the second half of life. In J. E. Anderson (Ed.), Psychological aspects of aging (pp. 42-53). American Psychological Association.; Pinto, 2010Pinto, J. C. (2010). Gestão Pessoal da Carreira: Estudo de um modelo de intervenção psicológica com bolseiros de investigação [Unpublished Doctoral thesis]. University of Minho.; Super, 1980Super, D. E. (1980). A life-span, life-space approach to career development. Journal of Vocational Behavior, 16(3), 282-298. https://doi.org/10.1016/0001-8791(80)90056-1
https://doi.org/https://doi.org/10.1016/...
).

This study aims to validate this theoretical rationale, underlying the intervention program “Retirement: Survive or Adapt?! A Transition Support Program”. For this purpose, support was requested from a group of judges, experts in the area of the construct under assessment, who decided about the congruence between the previously mentioned dimensions and the development tasks and a set of activities specifically designed by the authors of the program to favor the transition and adaptation processes to a post-career career for senior adults.

Method

Participants

A total of 10 participants were part of the group of judges. They had in-depth knowledge in the field of vocational guidance and career development. In this group, six have a PhD in Psychology with a major in Vocational Psychology, and two have a Master’s degree in Psychology, with several years professional experience and research in this field (M = 8.2; SD = 4.24; Min-Max = 2-12). The remaining two judges are second-year master’s degree candidates who have two credit units of contents associated with vocational psychology and career development.

The program on which this work is based is called “Retirement: Surviving or Adapting? A Transition Support Program”. This program aims to prepare for successful transition and adjustment to a senior-adult post career period. It is a program aimed at people aged 55 or over who, regardless of their level of education and profession, have retired (or will retire) from their professional activity, but maintain health and autonomy conditions that allow them to pursue an active role in society during the post-career career period. The program is organized based on 8 sessions (sessions 1 to 8) attended by small groups (from 10 to 12 participants), on a weekly basis; each session lasts 1h30, and a follow-up session takes place two months after completion. of the program (Table 1). Session 1 is intended for the presentation of the program and review of the participants’ levels of well-being in connection with their stage of development. Sessions 2 to 7 are organized according to the three aforementioned dimensions (Identity, Opportunity and Adaptation). They involve a set of activities related to the development tasks identified for each of those dimensions of the post-career career phase. Session 8 is intended for program completion activities, including the review of the materials produced by the participants and the discussion around the most relevant lessons learned. Session 9 is a follow-up session aimed at monitoring the participants’ life projects that resulted from the program’s activities. The program further provides for an evaluation scheme. Sessions 1, 8 and 9 include the use of instruments to assess post-career career task-solving styles, and participants’ resilience and well-being levels, as a means of evaluating results. And, sessions 3, 5 and 7 include the use of an instrument to assess the participants’ reactions to the psychoeducational intervention process. The program has specific materials prepared by its authors. These materials are photocopied to form a brief career portfolio for each participant.

Table 1.
Retirement - survive or adapt? A transition support program: intervention framework

Procedures

The group of expert judges was invited to participate in this investigation by email that informed the objectives of the request for collaboration and had also two documents attached. The first one presented the post-career career concept and its theoretical rationale based on three dimensions and 12 developmental tasks. The second document presented a description of each of the 11 activities of the intervention program (Table 2). The judges had to associate each program activity to the dimension (Identity, Opportunity or Adaptation) and to the relevant developmental task. The activities were presented to the judges at random. It was not mentioned how many activities there were in the program associated with each dimension or task. This study was approved by the Catholic Research Center for Psychological, Family and Social Wellbeing of the Universidade Católica Portuguesa, complying with all ethical requirements. In this connection, all participants were duly informed about the ethical issues of this investigation, namely the data anonymity and confidentiality and the possibility of choosing not to participate in the study.

Table 2.
Intervention program activities: description provided to judges

Data Analysis

The following characteristics were taken into account, in order to ensure that those independent judges arrived at similar conclusions: (i) awareness of the research hypothesis (Almeida & Freire, 2003Almeida, L., & Freire, T. (2003). Metodologia da Investigação em psicologia e Educação (3rd ed.). Psiquilíbrios.) (ii) development dimensions and tasks well-defined, exhaustive and mutually exclusive (Almeida & Freire, 2003Almeida, L., & Freire, T. (2003). Metodologia da Investigação em psicologia e Educação (3rd ed.). Psiquilíbrios.); and, (iii) independence and non-contact between observers (Almeida & Freire, 2003Almeida, L., & Freire, T. (2003). Metodologia da Investigação em psicologia e Educação (3rd ed.). Psiquilíbrios.). It was considered that the percentage of agreement between judges should be equal to or greater than 80% (according to the following formula: % A = [Na/(Na+Nd)]2 2 Na: number of units checked simultaneously by all judges; Nd: number of units checked by some of the judges only. x 100 (Almeida & Freire, 2003Almeida, L., & Freire, T. (2003). Metodologia da Investigação em psicologia e Educação (3rd ed.). Psiquilíbrios.; Pasquali, 2011Pasquali, L. (2011). Psicometria: teoria dos testes na Psicologia e na Educação. Editora Vozes.) for the maintenance of activity in the program.

Results

Table 3 presents the results of the judges’ evaluation for each of the activities of the Retirement Program: Surviving or Adapting?!. Specifically, the activities and their respective dimensions and development tasks are indicated, as well as the rates of agreement of the judges in relation to this organization.

Table 3.
Program activities assessment by the group of judges: agreement rate

The Table 3 shows the existence of total agreement (100%) among the judges in eight activities regarding the belonging dimension, and in seven activities regarding the belonging development task. The activities that the judges most disagreed upon were: activity 4 “Futuristic curriculum”, activity 7 “I think you should”, and activity 8 “Activities fair”. In the case of activity 7, which belongs to the “Opportunity” dimension, one of the judges attributes it to the “Adaptation” dimension. Out of all the other judges who agreed with the activity, one of them considered that the associated developmental task would be “to review expectations, beliefs, and myths about retirement and to assess attitudes, needs and fears in relation to this new phase of life”. In the case of activity 8, which also belongs to the “Opportunity” dimension, one of the judges assigned it to the “Identity” dimension and to the development task “to recognize and explore new interests and skills”.

As for activity 4, it generated around 30% higher levels of disagreement among the judges. Although the activity was designed to work on the “Identity” dimension and the development task “to recognize and explore new interests and competences”, three of the judges attributed it to the “Opportunity” dimension and to the tasks “Identify and recognize resources” and “Identify and explore possibilities for paid work, volunteering and new leisure activities, and/or re-entry into the education system”. These judges indicated that they considered that the title of the activity was inappropriate, not referring to the “Identity” dimension, due to its focus in the future, instead of the past and present. They also pointed out that the description of the activity over-stimulated the participants to develop occupational goals for their future, namely through the identification of potential education/training opportunities, professional opportunities, and skills (which they may already have or need to develop) that would be crucial to achieve these objectives. It should also be noted that in activity 10 “GPS-Part II”, one of the judges considered that the associated developmental task would be “to define objectives and develop action plans”. Also in activity 11 “Launch ramp”, despite all participants having associated it with the “Adaptation” dimension and with the development task “reorganize/reconfigure the life project”, the activity was designed to also contribute to “Promote resilience levels, well-being and satisfaction with this new phase of life”.

Discussion

This study presents the development of a program to support a successful transition and adaptation to a post-career career and, in particular, reviews the results of the preliminary assessment of its internal validity, based on the opinion of a group of judges about the relationship between the theoretical rationale that supports the intervention and the activities in which this intervention materializes.

The intervention program presented was developed from the assessment of a set of theoretical and empirical studies on this stage of life, namely with a focus on needs already identified and on intervention programs or strategies already developed, (e.g., their reception with the target population, their results, and their main difficulties/gaps). This process enabled the development of a frame of reference (rationale previously presented) that favored the development of an action that is intended to be contextualized and systematic, and from which decisions about objectives, activities, materials, and moments/times of action are sustained (Rojo et al., 2002Rojo, V. A., Jiménez, E. G., Flores, J. G., Clares, P. M., Rodriguéz, S. R., & Santero, J. R. (2002). Diseño y evaluación de programas. Editoral EOS.; Woodward, 2002Woodward, C. A. (2002). Program evaluation. In G. R. Norman, C. P. M. van der Vleuten, & D. I. Newble (Eds.), International handbook of research in medical education (pp. 127-131). Springer.). In particular, it was intended that the activities of the program would translate into concrete actions to be carried out by the participants, with the aim of eliminating the problems or needs identified, which in this particular case correspond to the adequate resolution a set of development tasks (Rojo et al., 2002Rojo, V. A., Jiménez, E. G., Flores, J. G., Clares, P. M., Rodriguéz, S. R., & Santero, J. R. (2002). Diseño y evaluación de programas. Editoral EOS.).

The results obtained demonstrate, in the first place, a good acceptance of the program by the judges to whom it was presented. Out of the total of 11 activities that make up the core of the program, eight were unanimously considered to be adequate for the intervention’s objectives, that is, in direct relation to the theoretical rationale, namely the dimensions and relevant development tasks. A few judges raised questions about the remaining three activities, despite the fact that, in two of the activities (7 and 8), the criticisms made were not considered to be serious enough to call into question either the activities carried out or their association with the size and relevant development task. It is important to consider that, despite having sought a direct correspondence between the dimensions and the development tasks of the program rationale, and the objectives and contents of each activity, it is common to find in intervention programs, either several objectives that are only achieved through more than one activity, or several activities that are contributing to the achievement of the same objective (Rojo et al., 2002Rojo, V. A., Jiménez, E. G., Flores, J. G., Clares, P. M., Rodriguéz, S. R., & Santero, J. R. (2002). Diseño y evaluación de programas. Editoral EOS.).

However, with regard to the activity 4 “Futuristic Curriculum”, the judges had several questions, as mentioned above. In order to tackle the difficulties felt, the name of the activity was changed to “Journey to the center of the self”. Initially the activity was organized in three parts: (i) preparation of the past curriculum vitae; (ii) exploration of interests and skills, by completing a brief questionnaire; and, (iii) elaboration of the curriculum vitae of the future, with the development of some occupational objectives for the future. After the judges’ feedback, the activity was modified to: (i) explore interests and competencies, by completing a brief questionnaire; (ii) review their most interesting past experiences (in different life roles) and the way in which these interests and skills were present in these experiences; and, (iii) implementation of these interests and competences in the exercise of the different roles. With these changes, it is considered that the self-knowledge component of the activity is enhanced.

The main limitation of this study is that we also did not evaluate the program activities from participants of the target population, that is, future recipients of the program - adults aged 55 or over in a situation of retirement or transition to retirement. An assessment by this group could help obtain relevant information on how each activity is understood, approached and carried out, as well as the processes used, and the facilities or difficulties encountered. More specifically, some authors (Juste, 2000Juste, R. P. (2000). La evaluación de programas educativos: conceptos básicos, planteamientos generales y problemática. Revista de Investigación Educativa, 18(2), 261-265.; Kazdin, 2010Kazdin, A. E. (2010). Research designs in clinical psychology (4th ed.). Allyn and Bacon., 2011Kazdin, A. E. (2011). Single-case research designs: methods for clinical and applied settings. Oxford University Press.; Leandro-França, 2016; Rojo et al., 2002Rojo, V. A., Jiménez, E. G., Flores, J. G., Clares, P. M., Rodriguéz, S. R., & Santero, J. R. (2002). Diseño y evaluación de programas. Editoral EOS.; Woodward, 2002Woodward, C. A. (2002). Program evaluation. In G. R. Norman, C. P. M. van der Vleuten, & D. I. Newble (Eds.), International handbook of research in medical education (pp. 127-131). Springer.) emphasize the importance of evaluating aspects such as the general attitudes of the participants towards the activities, the effectiveness and quality of the activities presented, the (cognitive) processes and strategies used in carrying out the activities, the difficulties felt, instructions (in)sufficiency, the discussions generated in the group after the completion of each activity and the time required to their realization.

Conclusion

This study aimed to review the degree of agreement of a group of judges expert in Psychology in the association between each activity of the program to the dimension and relevant development task of its theoretical rationale. In short, the intervention program showed good initial quality, with regard to its connection with the theoretical rationale that backs it, motivating the continuation of studies that allow the deepening of information about it, namely with regard to the studies to evaluate the effectiveness of the intervention. This work is based on the great value of presenting an intervention program as a tool that starts from a (re)conceptualization of this new phase of life (post-career career), enables preventive and promotional intervention with senior adults, and generates new needs for training of technicians working with this population.

Solange Muglia Wechsler, Tatiana de Cássia Nakano
Editors

Acknowledgments

The author is grateful to the reviewers of this journal for the comments and suggestions made on the initial version of the manuscript.

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  • 2
    Na: number of units checked simultaneously by all judges; Nd: number of units checked by some of the judges only.

Publication Dates

  • Publication in this collection
    26 June 2023
  • Date of issue
    2023

History

  • Received
    09 June 2020
  • Reviewed
    31 Aug 2021
  • Accepted
    04 Aug 2022
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