The Department for Education’s (2023) report into Educational Psychology (EP) workforce insights and impact revealed that services report the retention of EPs as a critical concern (DfE, 2023). A quarter of EPs surveyed (N = 928) reported they planned to move to a different job in educational psychology (DfE, 2023, pg. 42) and EPs interviewed shared that a high statutory workload was a critical influence in their desire to make changes to their working life contexts and/or patterns (DfE, 2023, pg. 45–46). This survey has provided expository insight into EP working life experiences and the potential influence these on retention. However, as a survey and interview/focus methodology were used, causality cannot be clearly established. There is an associated distinct lack of research exploring the causal relationship between working life variables, such as work based stress, and EPs work-based motivations, such as seeking to make changes in work contexts and practices. (Sewell, Coley, Gossman & Park, UNDER REVIEW). This knowledge is needed given a recruitment crisis for EP roles and an accompanying need to retain the workforce once in post (DfE, 2023; Lyonette, Atfield, Baldauf & Owen, 2019).
As such, the current study sought to provide insight into EPs’ working life experiences, including Compassion Satisfaction (CS), Compassion Fatigue (CF), Work-based Stress (SS), and Burnout (BO), and the potential influence of these variables on participant’s thoughts and actions towards changes in working practices and contexts. The psychological constructs of CS and CF have been well-researched in medical professions. However, they are yet to be explored for an EP sample, so the study had the additional goal of documenting these phenomena.
EP working-life experiences
Sewell et al. (UNDER REVIEW) summarised a foundation of existing research exploring EPs’ perceptions of their working-life experiences. Most existing studies have examined workload allocation at the service level (DfE, 2023; Imich, 1999; Islam, 2013; Marsh & Higgins, 2018) This literature has shown that most EP work-based time is, or should be, dedicated to ‘direct support’, including school visits and prepping for school visits (Imich, 1999; Marsh & Higgins, 2018). Within some studies, EPs’ perceptions of their workload and work tasks have been explored. These include pressures arising from workloads and not enough time to complete work tasks, managing competing tasks and task demands, and stress arising from adapting to new ways of working, such as a traded services model (DfE, 2023; Gersch & Teuma, 2005; Imich, 1999; Islam, 2013). Arguably, there is a need to expand the current literature. Several current issues within the EP professional landscape support this argument.
EP workforce reviews
Several current issues within the EP professional landscape support this argument, and these are outlined across two recent EP workforce studies commissioned by the Department for Education (Lyonette et al 2019; Atfield et al, 2023). These papers discuss changes to the composition of the workforce, including the growing demand for EPs and EP services, as well as the current recruitment and retention issues within the EP workforce, which are explained by complex, inter-relating, systemic and socio-political factors. Both papers highlight the increasing demand for EP services. In 2019, 93% of LA PEPs reported that they were experiencing higher demand for EP services than it was possible to meet (Lyonette et al, 2019) and in 2023, Atfield et al concluded that “demand for EPs often exceeded supply” (Atfield et al., 2023, pg. 101).
Demand for EP services is driven by the increase in demand for EHCPs (Atfield et al, 2023). Since the introduction of the Children and Families Act (2014), there has been a notable year-on-year increase in statutory requests for assessment. Based on school census data, the Department for Education (2023a) reports that requests for assessments have risen by 23% since 2021, leading to an additional 43, 726 requests for assessment, each typically necessitating a request for psychological advice from an EP. Furthermore, statistics indicate an overall increase in children with identified SEN at the ‘SEN Support’ level (i.e., those below the threshold of needing an EHCP), rising by 4.7% from 2022, giving a total of 1,183,384 pupils in schools in England (DfE, 2023b). This necessitates increased demand for EPs in their core role of supporting children, schools and families at a more systemic level and/or preventative, early intervention level, which is described by Atfield et al (2023, p. 102) as “the most impactful aspect of an EP’s role.” Atfield et al (2023) described a ‘vicious cycle’ in which increased demand for statutory work is reducing capacity for EPs to engage in such preventative and systemic work.
Such changes to work composition are thought to be impacting EP morale and job satisfaction. 58% of EPs are satisfied with the work they are doing, and the most common reason for dissatisfaction is the amount of statutory work, which was explained by finding the work less interesting, repetitive, feeling over-worked, concerns about having limited impact and a lack of on-going relationships with children and families (Atfield et al, 2023). Reduced job satisfaction appears to be linked with growth in alternative employment opportunities for EPs (Atfield et al, 2023). In 2019, higher prevalence of ‘portfolio working’ (engaging in a mixture of LA and private work) was highlighted, with 47% of LA PEPs reporting that their EPs were also engaging in private practice (Lyonette et al, 2019). This proportion has increased to 76% in 2023 (Atfield et al, 2023). As well as changes to work composition, EP pay is a reason for recruitment issues by 48% of PEPs (Atfield et al, 2023).
Finally, issues relating to workload and well-being are discussed. 78% of EPs reported a perception that their workload was increasing (Lyonette et al, 2019) and workloads are a key issue in recruitment and retention (Atfield et al, 2023). Some PEPs reported that EPs are moving to part-time work to tend to their well-being, which also reduces overall capacity in the workforce (Atfield et al., 2023). These workforce studies offer insights based upon EP and PEP subjective perceptions about the profession as a whole, via survey data, interviews and focus groups. The specific impact of factors relating to workload and well-being on EP retention and motivations to change their working practices has not yet been quantitatively established.
Stress and Burnout
These broader contextual issues are anecdotally reported as influencing EP work-based SS and BO. SS (also called ‘occupational stress’) has been conceptualised as an adverse change in physical and mental health related to a workplace environment that an employee feels poses a threat or challenge (Colligan & Higgins, 2008). Influential factors for SS include hours worked, workload, lack of control and autonomy, complex relationships, workplace harassment and bullying, and lack of psychological coping mechanisms (Colligan & Higgins, 2008; Davies, 2022). SS has been shown to occur cross-culturally (Moreno Fortes, Tian & Huebner, 2020). It has also been reported as a general workplace health hazard in the UK (Chandola, 2010). If left unresolved, it can influence various adverse outcomes, including cardiovascular disease, depression and anxiety, and increased sick absences (Chandola, 2010). Although there is limited research on EPs, research has found that clinical psychologists are at risk of SS if adequate self-care is not practiced (Rupert & Dorociak, 2019).
BO is conceptualised as a negative response to prolonged and intractable SS (Maslach & Jackson, 1981; Maslach, Jackson & Leiter, 1996). The experience of BO involves high levels of emotional exhaustion and low self-efficacy, a lack of energy and emotional skills to cope with work demands, and experiences of depersonalisation (Maslach & Jackson, 1981; Maslach, Jackson & Leiter, 1996). As with SS, there needs to be more research exploring BO in EPs. However, there has been much exploration of the phenomena among teachers. BO in secondary school teachers has been associated with psychological outcomes of irritability, loneliness, powerlessness, and physical health outcomes of hypertension, cardiovascular disease, asthma, muscle pain, and loss of appetite (García-Carmona, Marín, & Aguayo, 2019). It has been consistently linked to lowered job satisfaction and increased intention to quit teaching (García-Carmona et al., 2019; Madigan & Kim, 2021a). In addition, McCormack, MacIntyre, O'Shea, Herring & Campbell (2018) conducted a systematic literature review of research exploring BO in practitioner psychologists, including clinical psychologists in the UK and school psychologists in the USA. BO levels were moderate to high and primarily related to the experience of emotional exhaustion (McCormack et al., 2018). Workload and work demands were the most common factors reported to contribute to BO (McCormack et al., 2018).
Compassion fatigue and compassion satisfaction
Figley (1995) coined the term ‘Compassion Fatigue’ (CF) to refer to “natural behaviors and emotions that arise from knowing about a traumatizing event experienced by a significant other – the stress resulting from helping or wanting to help a traumatized person” (Figley, 1995a, p. xiv, cited in Rankin, 2022). Negative emotional responses arising from exposure to the trauma of another, and stress arising from challenges faced in supporting the other, have also been termed ‘Secondary Traumatic Stress’ (STS). In some cases, the terms CF and STS are used interchangeably and further used synonymously with identification of Post-Traumatic Stress Disorder (Essary, Barza & Thurston, 2020). However, Adams, Boscarino and Figley (2006) distinguished CF from STS, believing that CF is a multi-dimensional construct that also encompasses workplace burnout. Therefore, CF is a multi-dimensional psychological construct involving the emotional experiences of STS and consisting of the individual experiencing “reduced capacity or interest in being empathetic” towards others (Adams et al., 2006, p.2).
A third component of CF is job burnout as exposure to high emotional work, with a reduced capacity for empathy, can “leave the caring professional vulnerable to burnout” (Adams et al., 2006, p.2). CF, as opposed to STS alone or a diagnosis of PTSD, has also been positioned as a psychological phenomenon occurring specifically in the helping professions (Peters, 2018). In definitions of CF, there is a clear element of workplace performance. Coetzee and Klopper (2010) reified CF through concept analysis resulting in the following comprehensive definition:
CF is the final result of a progressive and cumulative process that evolves from compassion stress after a period of unrelieved compassion discomfort, which is caused by prolonged, continuous, and intense contact with patients, the use of self, and exposure to stress. The manifestations increase in intensity with each progressive state, but the indicative signs of CF are the physical effects of burnout, absence of energy, and accident proneness, the emotional effects of breakdown, apathy, and a desire to quit, the social effects of unresponsiveness, callousness, and indifference towards patients, the spiritual effects of poor judgment and disinterest in introspection, and the intellectual effect of disorderliness. (Coetzee & Klopper, p. 239)
This definition of CF expands on those previous by including reference to the progress and effects of CF beyond that of job burnout, as initially postulated by Adams et al. (2006); physical fatigue, work errors, apathy, breakdown, workplace attrition, and spiritual/moral decline are additionally included. Peters (2018) similarly pinpoints the experience of “spiritual weariness, doubting one’s own values” (Peters, 2018, pg. 468) as a central defining aspect of CF, in line with Coetzee and Klopper (2010).
In summary, CF is defined as a psychological phenomenon characterized by reduced empathy for others because of repeated exposure to stressful events and the experience of STS through exposure to the trauma of others. Reduced empathy over time negatively influences job satisfaction leading to job burnout. CF is positioned as occurring within the helping professions. High levels of CF have been shown to influence individuals to leave helping professional roles (Forsyth, Lopez, & Lewis, 2022; Sinclair, Raffin-Bouchal, Venturato, Mijovic-Kondejewski, & Smith-MacDonald, 2017; Sorenson, Bolick, Wright, & Hamilton, 2016).
CS/CF research in education professionals
Despite having strong relevance for understanding and mitigating workplace stress in helping professions, compassion fatigue has not been researched at all in EPs. This is notable in comparison to the strength of the research literature exploring CF in other helping professions, such as nursing and the mental health workforce (Forsyth et al., 2022; Hunsaker, Chen, Maughan, & Heaston, 2015; Sorenson et al., 2016; Sinclair et al., 2017, Van Mol, Kompanje, Benoit, Bakker, & Nijkamp, 2015; Turgoose & Maddox, 2017; Yang & Kim, 2012).
A small research literature exploring STS and CF in teachers and other practitioner psychologists offers a comparison for the educational psychology profession. Rankin (2022) provided the only existing literature overview exploring STS in teachers, conducted from an American perspective, concluding that it poses a significant need in educators, with more CF/CS research required. Stevens and Al-Abbadey (2023) conducted a small scale (N = 10) qualitative investigation of compassion fatigue in practitioner psychologists. The sample included counselling, clinical, and health psychologists, but did not include educational psychologist representation. The findings suggested that compassionate practice was important but hindered by work pressures, personal circumstances, and challenging patients (Stevens & Al-Abbadey, 2023). The findings from these related professions support the hypothesis that CF will also be present in an EP sample.
Summary
There needs to be more research exploring the EP experiences of SS and BO and the potential relationship of these to work-based motivations. Despite its well-documented prevalence in other caregiving professions, CF/CS still needs to be explored in an EP sample. The current research aimed to address the absence of an understanding of the levels and influence of these variables on EPs’ working lives with the following objectives:
-
Establish the prevalence of SS, BO, CF, and CS in a sample of practicing EPs.
-
Explore if levels of SS, BO, CF, and CS predict EPs’ motivations to change work contexts and practices