Transformational
Learning

Cultural competence trainings that address issues of minority sexual orientations, gender identities, and sex development often challenge assumptions and implicit biases of the learners frequently are unexamined and unacknowledged. Transformational learning theory – which addresses how individuals are motivated to perceive and change their basic assumptions and perspectives – provides a useful context for planning and implementing such trainings.

SKILLED TRAINERS

By definition, transformation learning is challenging.  It requires a skilled trainer to facilitate the process of self-examination, change, and understanding that comes from challenging the dominant culture.

Because learners enter the training with biases and stereotypes, trainers probably have to overcome how the trainer is perceived in order to reach learners. Undermining stereotypes skillfully can establish the trainer as an expert who can be trusted to lead to the learner through the process.  This helps learners to know that the trainer is capable at maintaining safety and working through the difficult topics.

Sometimes, learners enter the room defensive. The dynamic about how people feel about the training can be influenced by how the training is marketed and how people are invited to attend the training. Most often, learners come into the room prepared to learn and ready to be engaged. Regardless of the learner’s attitude, the trainer only has control and responsibility over their own emotions. If the trainer does not have the right mindset when they enter the room, they cannot be grounded and will not be able to be present in the room. Here are some tools to for trainers to ground themselves, from an experienced trainer:

  • Pay attention to the body’s needs: Are you breathing? Do you need to use the restroom before you get started?
  • Do some mindfulness meditation to be in your body. Feel your feet on the floor, take your shoes off and press your feet into the floor.
  • Take a breath, look around, look at people and let them look at you. Whatever label you want to call it, slow down and recognize your place in the firmament.
  • Feel yourself and understand that you’re an integral part of what is going on.

We often hesitate to go to places that are softer, “to soften the soil and prepare it for seeds” and some trainers sometimes want to go into the room and prove how close they are to being a doctor. These reactions and impulses are based in the dominant culture’s need to assert value or supremacy or authority, and ultimately come from a place of insecurity and discomfort. The trainer is modeling how to handle discomfort and should usually refrain from acting on these impulses. The trainer is there precisely because their skills are different from, and needed by, the learners.

Trainers can support the learners in the process of challenging their biases. If a learner is exhibiting a negative attitude or behavior in a training, it can be helpful to first identify the attitude and behavior and get clarity on what the trainer thinks they heard or saw. Developing the skill to make an intelligent inquiry about what happened is essential. Our trainers recommend: Take a second for a breath. There is rarely a need to speak immediately into the space. Take a moment to settle and gain some power. Silence and thought can let the learner know the trainers are being thoughtful and intentional in their response. It is a moment to think about how to ask the question in the least confrontational manner. Most of the time, the goal is for the trainer to ask the question in a way that allows the learner to tell their best truth, as this facilitates growth. The trainer should try to give fewer words, actions, and indicators about what they expect to hear from the learners.

Because closely held religious beliefs are deeply engrained, it may be helpful to recommend further reading and research outside of the immediate context of the training environment. A publication by the Auburn Seminary, My Mind Was Changed, is a helpful, evidence-based resource for discussing LGBTQ people in the context of Christian religious communities. Our trainers recommend usually steering away from the issue of religion, unless that is the purpose of the training session. It may be helpful to avoid a potentially derailing conversation and say: “I recognize that this is difficult for a lot of people. I don’t have time to address it completely today. I think we can agree that our focus today is on our patients. If you are of the Christian faith, I found this book to be an excellent help in navigating these issues.”

Trainers should be quick to respond if someone asks an obvious homophobic and transphobic question. It needs to be addressed. The good trick is to say “I need to pause to think about your question a little bit.” And “This is a challenging question that I need to think about before I respond.” This gives the asker time to think about it and gives the trainer time to not react. Sometimes, reflecting their question back helps.

Another way to address negative attitudes and behaviors is to change them through exposure to LGBTQIA+ people. Storytelling, through videos, written text, or in-person sharing can humanize LGBTQIA+ people for learners. Increasing the visibility of LGBTQIA+ people can be an effective tool for changing attitudes. Often, when people have negative attitudes and behaviors it is based on fear and misunderstanding. Many people who harbor negative attitudes may not realize that they likely have LGBTQIA+ people close to them and so not understand that many LGBTQIA+ people share their values and live in their communities. Stories are also helpful for exposing learners to communities of queer people who are new to the learners’ experience.

EXPLORING CULTURE

Part of the trainer’s job when setting up the training is to assess the needs and find out some basics for where the learners are. This usually involves exploring the organizational culture and history. Visiting the site of the organization and meeting with leadership and staff can be helpful in a pre-assessment. The trainer can ask department leadership “What do you see as the most important thing for me to convey to your staff?” Answers will vary, but the process gives people the opportunity to identify what is not known, lets the leadership define what their goals are, and can identify an LGBTQIA+ champion to carry the torch on establishing an institutional commitment to LGBTQIA+ cultural competency.

If possible, do an online survey that collects data from learners ahead of time. This gives the trainer something to bring it into the room and talk about. It lets people realize that they are not the only person with questions and is another way for folks to learn from each other. For some people, seeing a filtered version of what they said may help them be more willing to talk about their journey.

Discussions of culture need to help people identify their own culture roots and where they come from so they can see how they relate to others. LGBTQIA+ cultural competency trainings try to help learners understand how privilege plays to benefit some to the detriment of others. Those who benefit from privilege can be described as belonging to the dominant culture. For trainers that are a part of the community in the room, tapping into your own sense of privilege is very important, as the trainer‘s example is a powerful teaching tool for learners.

For people who are members of the dominant culture, their ignorance of history and culture is a source of harm for members of subordinate groups. For example, many white people react with surprise to learning about the burning of Black Wall Street in white riots in Tulsa, OK. In contrast, Black people are surprised and hurt that this important piece of history is unknown to white people. Similarly, for LGBTQIA+ people who are out but not to those learners in the room, you can see them frozen by the lack of understanding and the casual harm of their colleagues.

Our identities are intersectional and people can have portions of their identity that are dominant, for example, a white, cisgender gay man is a member of dominant culture from the racial and gender lens and a member of the subordinated culture from a sexual or affectional orientation lens. For people who are members of the dominant culture, in whichever aspect or part of their identity in which they find themselves, if they want to be something other than just in the dominant culture, they have to stand in a place of vulnerability. Transformational learning requires presence and openness to accountability.

Trainers embody the values that we want to train. We model the behavior that we are seeking to promulgate. For an example from an antiracist trainer who warns: “Do not expect people to be nice when you step on them. They are giving you valuable feedback, even when they are not nice about it.” The learner, as a health care provider, needs to learn that feedback from their patients is a gift. It is part of their professional obligation to their patients and clients to take that feedback and learn from it.

It is particularly important for trainers to be able to speak to the history of racial subjugation and racialized violence in the United States. Exploring these events are an important part of discussing culture. Here are some recommended resources for learning about the impact of how discrimination in health care has impacted and marginalized communities and some resources on the resilience of those same communities.

If it is safe and appropriate, some learners benefit from sharing their own stories of experiences of marginalization. Some trainers found that participants have wanted to share their stories as a LGBTQIA+ person or an experience where they acted as an ally. The other participants can benefit from the stories and experiences of their coworkers, friends, and co-learners.

There are also activities that allow for learners to explore the cultural differences and perspectives in the group. Following are two examples from the National LGBT Cancer Network curriculum:

LGBT Cancer Network Unit 1. An example of an Icebreaker, because it sets the stage for multiple identities, public and private identities, and starts people sharing their own experiences.

Based on an exercise developed by Paul Kivel.

Equipment: None

Time: 10-20 minutes

Activity style: Large, small, formal, informal, self-reflection

Activity goals:

Have participants experience diversity and commonalities between group members that may not be visibly apparent.
Introduce the concept of hidden identities, to be discussed more in Unit 3.
Activity instructions:

This icebreaker activity is best used after setting the ground rules.

Introduce the exercise by telling participants that you are going to ask them to stand up if you read a statement that is true for them. If it is not true about them, they should remain seated. Those physically unable to stand up may raise their hands instead (or the whole group can be asked to raise their hands). Ask participants to remain silent throughout the entire exercise and pay attention to how they feel when they stand, when they remain seated, and when they see who else is standing and seated. Assure them that they are not required to stand and reveal anything about themselves, but to try to take notice of the feeling of not wanting to expose an aspect of themselves.

After reading a statement, allow several seconds for people to decide whether to stand or not, and give them time to take in who among them is sitting and who is standing. Then, ask them all to sit again and read the next statement, asking people to stand (again) if it is true for them.

This activity can be customized to fit the needs of specific trainings. The trainer can choose statements from the list below to fit groups that need more formality or distance between participants and/or choose statements that are more intimate. In trainings with fewer than 25 participants and room to move about, this activity can be altered to so that, instead of standing when hearing a true statement, participants cross the room and turn to face the people still at the original wall. After several seconds, they would be asked to walk back and wait for the next statement. This version increases the sense of difference between those for whom the statement is true and those for whom it is not.

After completing the list of statements, allow time to process feelings as a group. What was it like to remain seated? What was it like to stand? Were there times that it felt good to stand? Were there times it felt uncomfortable to do so? What was it like to learn about the other participants? What does this tell us about hidden and public identities?

Please Stand Up If…

  • You are not a white male
  • You identify as a person of color
  • Your religion is something other than Christian
  • You are over 60 years old
  • You began school speaking a language other than English
  • You have never had a teacher who looks like you
  • You were ever called names or ridiculed because of your race, ethnicity or class background
  • You have ever been stopped by police because of your race, ethnicity or class
  • You were raised by a single parent or people who were not your parents (including your grandparents)
  • You have a disability
  • You were not born in this country
  • Your ancestors were forced to come to this country or forced to relocate from where they were living, either temporarily or permanently, or restricted from living in certain areas
  • You were ever embarrassed or ashamed of your clothes, your house or your family car when growing up
  • You or anyone in your family has ever been on welfare
  • You or anyone in your family has struggled with an addiction
  • You or someone you know has HIV/AIDS
  • You have ever been discriminated against because of who you choose to love
  • You or someone you know is LGBTQ
  • You or someone you know has been mistaken for someone of the wrong sex
  • You or someone you know has been harassed for using a restroom that matched their gender identity
  • You or anyone in your family has ever been diagnosed with a mental illness
  • You are the first person in your family to attend college
  • You or a member of your immediate family has ever been a blue-collar worker
  • You believe that you were not hired for a job because of your race or ethnicity
  • You know first hand what it is like to “pass” (in any way) in order to feel safe in a group
  • You have ever been a victim of violence because you were different than others. For example, because of your race, ethnicity, gender expression, or sexual orientation
  • You have ever tried to change your appearance, mannerisms, or behavior to avoid being judged or ridiculed

After the activity, use the following recommended debriefing questions to facilitate a discussion:

  • What reactions to and/or surprises do you have regarding the diversity in the room?
  • What questions, if any, were difficult to respond to? Why?

Share your thoughts/feelings about being among the majority/minority in the group. How might others feel if they were in the minority? What should be the responsibility of those in the majority?

Adapted from “Story of your name.”

Equipment: None

Time: ~10-15 mins

Activity style: Small, informal

Activity goals:

  1. Introduces participants to each other.
  2. Introduce the group to the diversity of ethnicities and cultures of participants.
  3. Build intercultural respect and understanding.

Activity instructions: This icebreaker activity is best used after setting the ground rules.  Divide the group into dyads or small groups. Ask them to take turns within their groups talking about the origin of their name, what the name means and how they feel about their name. They may choose their first name or their last name to talk about.

Small groups, talking about their experience with when they first recognized racial identity, whether their own, or another’s racial identity.  When did that happen?  What did that feel like?

REFRAMING DISCOMFORT

One trainer prefers “brave spaces” to “safe spaces” to help learners approach their discomfort with curiosity. Here is a resource on the development of brave spaces. The brave space terminology reminds learners that they have to be willing to be vulnerable. This trainer uses accountability as a tool for vulnerability by spending time talking through the accountability that accompanies the words that we say. Setting up the expectation of accountability in the beginning can give people the opportunity to deconstruct their biases. It makes learners attentive to the delicate balance between learning and processing. By listening for the impact of their words, the learner recognizes that they may say words during the learning process that are hurtful. In this way the cultural competency training has a way to get at people’s hearts and create some empathy. Otherwise, people take their notes and try to learn the right words, but they have not internalized the way that their words can be harmful. It is more important that they learn how to not impose biases rather than learn to not have biases.

Holding people accountable for their words may require pausing for people to speak. One trainer uses very intentional questions that encourage people to reflect and tries not to speak at length without allowing for silence to give people silence to think and reflect. Silence can be a recognition from the trainer that people process in different ways. Sometimes people will not speak in the room, but they are engaging. It is important and helpful to create different opportunities for expressing what people are learning. For example, writing, or speaking in small groups, in pairs and in trios.

Trainers need to create opportunities to tap into the affective or emotional underpinnings of the cognitive processes. If someone comes in defensive about their gaps in knowledge, they will have barriers to learning. One trainer recommends using experiential exercises to allow the learner to explore their own lived experiences and their levels of self-awareness. For example, going over the dominant culture system of sex and gender, by asking learners to fill in the diagram for you. Ask “Who is missing? Who is displaced or uncaptured by the binary system?”

The vast majority of learners are very receptive in trainings. Very few are obviously rude and don’t want to be there. Trainers cannot do much about them and some may just stew during the training. Trainers can let them be. Some learners can be eager to participate, but have a lot to learn. For example, one trainer had a learner who asked “What does it mean to masculine?” This learner, a man, was so steeped in his own experiences that he did not have the skills to reflect on what the experiences meant. The trainer asked themself, “What do you do in the moment to help this man while still facilitating the session for the rest of the learners, who understand the issue?” In this instance, the trainer answered him with an example and then talked with him one-on-one later.

Sometimes, trainers can read the room and may be able to enlist the supporters in the room to address uncomfortable feelings. A trainer can open up a room and ask, “How are people feeling?” Someone may want to chime in. The trainer can say, “This material can be challenging for people, and I’m inviting you to talk about it.” This creates space for modeling vulnerability for people that are close to the power and privilege in the room. It is helpful to give people options to talk on the break, talk in the room, or talk over email afterward.

Brave spaces allow people to be challenged by the content. Our goal for this training is to help people be more knowledgeable about LGBTQIA+ folks and more aware of their feelings about LGBTQI people. One experienced trainer cautions that trainers “do not want to cast people in the role of perpetrator and victim.” This frame may encourage people to shut down. People, often white people, who see themselves as desiring to be good health care providers, do not necessarily want to expose themselves as perpetrators or beneficiaries of racism. Empathy, which is very much part of this practice, has to be embedded in the best practices around cultural competency. Learners are often in their heads. So, anything trainers can do to get learners into the heart space is going to help them by making them uncomfortable. It can be helpful to remind learners to reflect on discomfort. One trainer quotes, “All progress takes place outside of your comfort zone.” Naming that discomfort is information can help them learn from it.

Brave spaces sort of create an umbrella of safety for people to mess up, but it recognizes that messing up has consequences. If a provider does not know how to talk to a patient or client about their gender identity without thinking about what is happening in their pants, then the provider cannot ask a question without fear that their biases are coming to come through. The goal of cultural competency trainings is to learn how to ensure unconscious biases do not impact patient care. One trainer suggests this encouragement for learners, “Ask the question in the best, most sensitive way that you know, and then we can address your question. Ask your ignorant question! I will address your question’s language, and then we can address the content of your question.”

Trainers are often reluctant to make the participants uncomfortable. Transformational learning creates opportunities of escalating discomfort so that people can challenge themselves with increasing knowledge. One trainer recommends progressive cases: A single case vignette that spans the whole of the training. This allows the complexity to expand and challenge the learner to understand their biases and the gaps in their knowledge. This method figures out how to escalate the discomfort, but draws familiarity through the training as well.

SILENCE

Silence is critical in both in-person and virtual trainings. For in-person, it may take as few as five-seconds for silence to produce results, In virtual settings, it usually takes 15 seconds or more. In trainings with quiet groups, sometimes it takes a full minute of silence to allow people to speak.

Trainers should only ask a question when they want it to be answered. They can pause and allow respectful silence for people to process the question and think about how to answer. If a trainer gets nervous because the silence has lasted too long, they should wait. Someone else is feeling nervous about the silence, and the trainer can outlast them.

If a trainer is giving people individual work to do, for example, worksheets or journaling, and they have set a certain amount of time, trainers should encourage the participants to sit in silence during the activity.

GROUND RULES

starts with the ground rules, which are mutually agreed community norms. For shorter trainings, trainers usually prepare some suggested ground rules for convenience and safety.

Pending time, the group can develop their own norms. If a group is training together over the course of months, they can spend time and intention developing their own norms. The facilitator is still a part of the group and can still ask for norms for the group.

If there is not much time, trainers can look at the values of the organization to serve as the norms. Always ask for learners to agree to norms, by some motion or some sign. When they agree to ground rules, it is important for them to know that it is everyone’s responsibility to uphold the community norms. This is especially true of small group activities, where the trainer is not present and learners have to practice upholding community norms.

There is a risk of creating ground rules and then ignoring them right afterward. After making a list of ground rules, to avoid turning the activity into a performance, keep the rules visible and relevant.

The ground rules need to live in the trainer and be articulated at every moment from the trainer. One trainer expressed it in this way, “I do not expect people to be nice to each other, but I expect me to handle it. I do not expect people to ask questions in sensitive ways, but I expect myself to be able to handle it.” Whether or not the group was able to formally establish ground rules, the trainer must embody the ground rules in their speech and behavior. This is a central challenge of cultural competency rainings and one of the reasons why skilled and experienced trainers are necessary for successful trainings.

Here is a ground rule activity from the National LGBT Cancer Network curriculum.

Equipment: A board or easel for recording rules generated
Time: 5 minutes
Activity style: Small, formal, self-reflection

Activity goals:

Indicates to participants that they will be expected to learn new information and skills.
Encourages participants to reflect on what they need in order to feel safe enough to examine their values, knowledge and behavior.

Activity instructions:

Ask the participants what kinds of ground rules they would need in place in order to feel safe enough to learn, examine their own values and try on new skills. Prompt them if necessary. Record their answers, as this shows respect for their needs. When the group cannot generate any more ground rules, ask for consensus about adhering to the written rules.

Some possible ground rules are:

  • Respect each other’s point of view
  • Be open to new information
  • Keep personal information confidential
  • Recognize time limits
  • Take care of yourself
  • Support each other
  • Be willing to “park” issues if needed
  • It’s okay to pass
  • Listen actively–respect others while they are talking
  • Respect each other’s right to have an opinion other than you own
  • Speak from your own experience instead of generalizing (Use “I” statements)
  • Controversy with civility
  • Assume best intention
  • Keep an open mind to explore other ideas, values and opinions
  • Allow yourself to examine personal beliefs and attitudes

Please Stand Up If…

  • You are not a white male
  • You identify as a person of color
  • Your religion is something other than Christian
  • You are over 60 years old
  • You began school speaking a language other than English
  • You have never had a teacher who looks like you
  • You were ever called names or ridiculed because of your race, ethnicity or class background
  • You have ever been stopped by police because of your race, ethnicity or class
  • You were raised by a single parent or people who were not your parents (including your grandparents)
  • You have a disability
  • You were not born in this country
  • Your ancestors were forced to come to this country or forced to relocate from where they were living, either temporarily or permanently, or restricted from living in certain areas
  • You were ever embarrassed or ashamed of your clothes, your house or your family car when growing up
  • You or anyone in your family has ever been on welfare
  • You or anyone in your family has struggled with an addiction
  • You or someone you know has HIV/AIDS
  • You have ever been discriminated against because of who you choose to love
  • You or someone you know is LGBTQI
  • You or someone you know has been mistaken for someone of the wrong sex
  • You or someone you know has been harassed for using a restroom that matched their gender identity
  • You or anyone in your family has ever been diagnosed with a mental illness
  • You are the first person in your family to attend college
  • You or a member of your immediate family has ever been a blue-collar worker
  • You believe that you were not hired for a job because of your race or ethnicity
  • You know first hand what it is like to “pass” (in any way) in order to feel safe in a group
  • You have ever been a victim of violence because you were different than others. For example, because of your race, ethnicity, gender expression or sexual orientation
  • You have ever tried to change your appearance, mannerisms, or behavior to avoid being judged or ridiculed

After the activity, use the following recommended debriefing questions to facilitate a discussion:

  • What reactions to and/or surprises do you have regarding the diversity in the room?
  • What questions, if any, were difficult to respond to? Why?

Share your thoughts/feelings about being among the majority/minority in the group. How might others feel if they were in the minority? What should be the responsibility of those in the majority?

STIMULATING REFLECTION

The American Psychological Association has collected tools to encourage self-reflection on socioeconomic status in students.  Our experts recommend the “My Multicultural Self” exercise

These activities provide space to talk about hidden and public identities and to identify and describe flaws in stereotypes.  This activity is also an experience in understanding that the salience of our identities depends on the context.  Providing activity sheets that learners can work on individually allows room for both reflection and privacy. A group discussion, or pairing learners for one-on-one discussions, following the completion of the sheets is then advised.

Here is an empathy mapping template.  Empathy mapping is part of a human centered design process, and a way to build empathetic skills.  Empathy gets people out of their own heads about who they are serving.  Learners can practice centering another person’s feelings when they are in the care environment.  Naming their patients and clients and drawing them helps take the learner from the intent of their actions and into the impact of their actions.  This exercise can be used to help providers understand how their actions are perceived and helps them find ways to reform their work and reimagine or restructure the processes and goals to better meet their patients’ needs.

Here is are some resources for stimulating reflection:

Each of these activities can be followed by many forms of discussion and reflection, individually, in small groups or large, depending on the needs of the trainer.

Trainers may find it valuable to explore the culture, values, and history of the organization or institution, in order to understand how those might be employed in the training to illuminate the challenges to culturally competent care within the institution, and opportunities for motivating the learners to be receptive to change.

Transformative learning helps learners question their foundational assumptions about what is normal and to become more reflective, inclusive, and open to change.

The theory relies on tapping into potentially uncomfortable emotional responses when challenging a learner’s underlying assumptions and habitual ways of thinking, so that those assumptions can be explored critically. Emotional discomfort often manifests within one’s body and mind as a way of communicating lack of familiarity, which can be misinterpreted as danger or a threat. Trainers can help learners reframe uncomfortable emotional responses. The trainer can help learners to approach such responses with curiosity, instead of avoiding them as a form of self-protection.

Silence is almost always necessary in trainings to allow for self-reflection.

It is critical that trainers create an environment (through articulating “ground rules” and through their own statements and body language) in which individual learners feel that it is safe to experience and explore uncomfortable emotions; otherwise, they may become defensive or shut down if they disagree with a trainer’s presentation or statements of other learners. In order to facilitate a safe learning environment, the trainer may need to understand the culture and history of the region and institution in which they are training.

It is generally most effective to use questions to stimulate reflection on a matter that many trainers and advocates take for granted but the learners may not. Transformational learning theory is flexible enough to allow for different degrees of experience for differently situated learners. Silence is almost always necessary in trainings to allow for self-reflection to encourage learners to become aware of some of their preconceptions and to feel less distance between themselves and the “other”, for example, the individual or family member.