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It is the study of being; what is or what exists. Historical Overview: Theory Development in
Nursing
It is a branch of philosophy that deals with
questions about the nature of reality, existence, Florence Nightingale
and being. It explores the fundamental questions
Known to be the lady on the Lamp
about what exists, what can be said to exist, and
The first modern nursing theorist
how things relate to one another.
the first to delineate and considered nursing goal
EPISTEMOLOGY and practice domain, and ponstulated that "to
nurse”meant having charge of the personal health
Refers to the study of knowledge or ways of of someone.
knowing.
She believed the role of the nurse was seen as Classification of Theories Based on Purpose
placing the client in the best condition for nature
1.Descriptive (Factor- Isolating) Theories
to act upon him (Hilton,1997)
- Those that describe, observe, and name
She received her formal training in Nursing in
concepts, properties, and dimensions
1851, and renowned service for the British army
- Provide observation and meaning regarding
during the Crimean War and returned to London
the phenomena
and established a school of nurses.
2. Explanatory (Factor- Relating) Theories
She was the first to advocate the teaching of
- Or explanatory theories
symptoms and what they indicate and taught the
- Those that relate concepts to one another,
importance of rationale for actions and stressed
describe the interrelationships among
the significance of trained powers of observations
concepts or propositions, and specify the
and reflection.
associations or relationships among some
NOTES ON NURSING concepts.
- They attempt to tell how and why the
published in 1859 concepts are related.
she proposed basic premises for nursing practice. 3. Predictive (Situation- Relating) Theories
nurses were to make astute observations of the - Move to prediction of precise relationships
sick and their environment, record observations, between concepts
and develop knowledge about factors that 4. Prescriptive (Situation-Producing) Theories
promoted healing - Those that prescribe activities necessary to
reach defined goals.
6 Stages of Theory Development in Nursing
METAPARADIGM
1. Silent knowledge – blind obedience to medical
authority
2. Received knowledge – learning through listening
to others
3. Subjective knowledge – authority was internalized
to foster a new sense of self
4. Procedural knowledge – includes both separate
and connected knowledge
5. Constructed knowledge – combination of different
types of knowledge (intuition, reason, and self-
knowledge)
6. Integrated knowledge – assimilation and
application of “evidence” from nursing and other
health care discipline.
Classification of Theories Based on Level of Abstraction
Person – refers to a being physical, intellectual,
1. Metatheory biochemical, and psychosocial needs; a human
- refers to a theory about theory. energy field; a holistic being in the world; an open
- focuses on broad issues system; an integrated whole; an adaptive system;
2. Grand Theories and a being who is greater than sum of his or her
- The most complex and broadest in scope. parts.
Macro theory – used by some authors to describe Health – the ability to function independently;
a theory successful adaptation to life’s stressors;
3. Middle Range Theories achievement of one’s full life potential; and unity
- Lies between the grand nursing models and of mind, body, and soul
more circumscribed, concrete ideas. Environment – refers to the external elements that
- Substantively specific and encompass a limited affect the person
number of concepts and limited aspect of the Nursing – is a science, an art, and a practice
real world discipline and involves caring.
4. Practice Theories CONCEPTSIN NURSING
- Also called as situation-specific theories, - Refer to phenomena that occur in nature or in
prescriptive theories, or microtheories, least thought.
complex
Types of Concepts Walker and Avant
1. Enumerative concepts Three different processes were described :
- are always present and universal Concept Analysis
- age, height, weight - (2019) to clarify meanings of terms and to
2. Associative concepts define terms (concepts) so that writers and
- Exist only in some conditions within a readers share a common language.
phenomenon; may have a zero value Concept Synthesis
- Income, presence of disease, anxiety - Used when concepts required development
3. Relational concepts based on observation or other forms of
- Can be understood only through the synthesis.
combination or interaction of two or more Concept Derivation
enumerative or associative concepts - It is applicable when a comparison or analogy
- Elderly (must combine concepts of age and can be made between one field or area that is
longevity, mother (must combine man, conceptually defines and another that is not.
woman, and birth) - Generating ways of thinking about
4. Statistical concepts phenomenon or interest
- Relate the property of one thing in terms of its Rogers Concept Process
distribution in the population rate
- Average of blood pressure, HIV/AIDS, Collecting and managing data
prevalence rate surrogate terms
5. Summative concepts analyzing the data
- Represent n entire complex entity of a identifying the exempler
phenomenon; are complex and not interpreting the result
measurable Identifying implication
- nursing, health, and environment Schwarts- Barcott and Kim
Sources of Concept Theoretical Phase
1. Naturalistic concepts - Borrowed concept
- present in nursing practice Fieldwork Phase
- may be defined and developed for use in - The concept is corroborated and refined
research and theory development often have Analtical Phase
medical implications as well ad nursing use - Final analytical phase includes examination of
- body weight, pain, thermoregulation, the details in the light of the literature review
depression, hematologic complications, Meleis (2018)
circadian dysregulation Concept Exploration
2. Research-based concepts - Used when concepts are new and amigous in a
- Developed through qualitative research discipline
processes Concept Clarification
- Often relate to a nursing specialty - “ refine concepts that have been used in
- Hope, grief, cultural competence, chronic pain nursing without a clear, shared, and conscious
3. Existing concepts agreement on the properties of meanings
- Borrowed from disciplines attributed to them”
- Developed for nursing practice but are useful - Way to refine existing concepts when they lack
in research and theory clarify for a specific nursing endeavor
- Job satisfaction, quality of life, abuse, Concept Analysis
adaptation, stress - Assumes that concept has been introduced
Purposes of Concept Development into nursing literature but is ready to move to
1. Identifying gaps in nursing knowledge. the level of development for research
2. Determining the need to refine of clarify a concept Morse
when it appears to have multiple meanings Concept Delineation
3. Evaluating the adequacy of competing concepts in - Strategy that requires an extensive literature
their relation to other phenomena. search and assists in separating two terms that
4. Examining the congruence between the definition are linked
of the concept and the way it has been Concept Comparison
operationalized. - Clarifies competing concepts, again using an
5. Determining the it between the definition of the extensive literature review and keeping the
concept and its clinical applications. literature for each concept separate.
Concept Clarification
- Used with concepts that are “mature”
Penrod and Hupcey (2005) - Raised in Welch, West Virginia in the
- “principle-based concept analysis” Appalachian Mountains
Epistemologic principle - She was the youngest among of her 8 children
Progmatic principle - Was surrounded by a large family environment
Linguistic principle Douglas
Logical principle - Husband of Jean Watson
THEORY DEVELOPMENT - After she graduated in 1961, they got married
RESEARCH THEORY PRACTICE - They moved from West to Colorado
Relationship among Theory, Research, Practice Educational Background
1. Theory and Research Attended High School in Watson, West Virginia,
- Validated and modifies theory then Lewis and Gale School of Nursing in Roanoke,
2. Theory and Practice Virginia, from which she graduated 1961
- Theory guides practice 1964 – earned a Bachelor of Science in Nursing
3. Research and practice 1966 – Master of Science in Psychiatry and Mental Health
- It is the key to the development of a discipline Nursing and Ph.D.
STRATEGIES FOR THEORY DEVELOPMENT 1973 – PhD in Educational Psychology and Counseling
1. THEORY-PRACTICE-THEORY *All from the University of Colorado Boulder*
- Borrowed or shared theory BOOKS OF JEAN WATSON
- Not complete or not completely developed for Nursing; The Philosophy and Science of Caring
nursing Watson’s Clinical Nursing and Related Sciences
2. PRACTICE THEORY Post-modern Nursing and Beyond
- Grounded theory Caring Science as Sacred Science
- Theory is derived from clinical situations Human Caring Science: A Theory of Nursing
3. RESEARCH THEORY ACHIEVEMENTS OF JEAN WATSON
- Scientific theory The Dean
- Development of theory is based on research - Of the School of Nursing at the University of
4. THEORY-RESEARCH-THEORY Colorado and founded and directed the Center
- Drives the research questions for Human Caring at the Health Sciences
Process of Theory Development Center in Denver
1. Concept Development Jean Watson
- Specifying, defining, and clarifying, the - received numerous awards and honors
concepts used to describe a phenomenon of - a distinguished professor of nursing and dean
interest emerita at the University of Colorado Denver
2. Statement Development College of Nursing and Anschutz Medical
- Formulating and analyzing statements Center
3. Theory Construction - endowed chair in Caring Science for 16 years
- Validating theories (Willis & Leone-Sheehan, 2018)
4. Application of theory in practice - fellow of the American Academy of Nursing
- Using research methods to assess how theory and
can be apply - past president of the National League for
THEORY ANALYSIS AND EVALUATION Nursing
1. Theory Description Her honor
- The works of a theorist are reviewed with a - Fetzer Institute Norman Cousins Award
focus on the historical context of the theory - International Kellogg Fellowship in Australia
2. Theory Analysis - a Fulbright research award in Sweden and
- It refers to a systematic process - 16 honorary doctoral degrees including those
3. Theory Evaluation from Sweden, UK, Spain, British Columbia and
- Follows analysis and assess the theory’s Quebec in Canada, Japan, Columbia and Peru
potential contribution to the discipline’s THEORY OF HUMAN CARING
knowledge. • It was developed “to convey a deeper human
JEAN WATSON involvement and connection”.
- June 10, 1940 – present • emphasizes the importance of caring in the nurse-
- “A living Legend in Nursing” – formally patient relationship and the healing process.
designated by the American Academy of • shaped the philosophy of nursing care,
Nursing encouraging nurses to view their patients as whole
- Knownfor her development of the “Theory of individuals with physical, emotional and spiritual
Human Caring” needs and approach their care in a holistic and
compassionate manner.
Several core concepts: Jean Watson’s Hierarchy of Need
1. Transpersonal Caring
- This concept emphasizes the spiritual and
emotional connection between the nurse and
the patient. It goes beyond the physical
aspects of care
2. Caring Environment
- Watson believes that the physical and
emotional environment plays a crucial role in
the healing process. A supportive and nursing
environment is essential for patients to heal.
3. Caring Occasion/Caring Moment
- These are the actual interactions between the
nurse and the patient, where genuine care and
concern are expressed.
4. Carative Factors
- Watson identified ten carative factors that ASSUMPTIONS OF THE THEORY
should guide nursing practice, including • Caring is a Moral Imperative.
cultivating a helping-trust relationship, • Caring is Central to Nursing.
expressing positive and negative feelings and • Caring occurs in Human-to-Human Connection.
providing a supportive, protective, and/or • Caring Considers the Whole Person.
corrective mental, physical, societal and • Caring Enhances Well-Being.
spiritual environment. • Caring requires Time and Presence.
10 CARATIVE PROCESSES • Caring Promotes Self-Growth in the Nurse.
1. Sustaining humanistic-altruistic values by practice • Caring is Transcultural and Transpersonal.
of loving-kindness, compassion and equanimity MAJOR CONCEPTS
with self/others. 1. HUMAN BEING - Watson views the human being
2. Being authentically present, enabling as a holistic, biophysical-spiritual being. She
faith/hope/belief system; honoring subjective emphasizes that patients are not just physical
inner, life-world or self with others. bodies with health problems; they have emotional,
3. Being sensitive to self and others by cultivating mental and spiritual dimensions that need to be
own spiritual practices; beyond ego-self to considered in their care.
transpersonal presence. 2. HEALTH - In Watson’s theory, health is seen as
4. Developing and sustaining loving, trusting-caring more than just the absence of illness. It’s a
relationships. dynamic process that involves the individual’s
5. Allowing for expression of positive and negative ability to achieve a high level of physical, emotional
feelings-authentically listening to another person’s and spiritual well-being.
story. 3. NURSING - According to Watson, nursing is a
6. Creatively problem-solving –”solution-seeking” human science and an art that focuses on the
through caring process; full use of self and artistry promotion of health, the prevention of illness and
of caring-healing practices via use of all ways of the provision of caring for individuals. It involves a
knowing/being/doing/becoming. deep and meaningful nurse-patient relationship.
7. Engaging in transpersonal teaching and learning 4. ENVIRONMENT - The concept of the environment
within context of caring relationship; staying within in the Theory of Human Caring extends beyond the
other’s frame of reference-shirt toward coaching physical surroundings. It includes the emotional
model for expanded health/wellness. and spiritual atmosphere, which can significantly
8. 8. Creating healing environment at all levels; subtle impact the patient’s healing process.
environment for energetic authentic caring PATRICIA BENNER
presence. August 10, 1945, in Hampton, Virginia, USA.
9. 9. Reverentially assisting with basic needs as
sacred acts, touching mind-body-spirit of others; 1964 - Earned her Bachelor of Arts in Nursing from
sustaining human dignity. Pasadena College
10. 10. Opening to spiritual, mystery, unkown-allowing 1970 - Master’s degree in medical Surgical Nursing from the
for miracles. University of California
1982 - Completed her Doctorate in Education from the
University of California, Berkeley
A nursing theorist known for her work in the field
of nursing education and practice
She developed the “Novice to Expert”theory PURPOSE AND MAJOR CONCEPTS
NOVICE TO EXPERT THEORY Benner’s model delineates the importance of
• Is a model that explains the process of skill retaining and rewarding nurse clinicians for their
acquisition and development of expertise in clinical expertise in practice settings because it
nursing practice. describes the evolution of “excellent caring
practices”.
Benner notes that research demonstrates that
practice grows “through experiential learning and
through transmitting that learning in practical
settings” (Benner, 2001, p. vi)
Expertise develops when the clinician tests and
refines propositions, hypotheses and principle-
based expectations in actual practice situations.
The model seeks to describe clinical expertise
including six areas of practical knowledge- graded
qualitative distinctions; common meanings;
assumptions, expectations and sets; paradigm
Benner's theory emphasizes that expertise is cases and practical knowledge; maxims; and
gained through a combination of experiential unplanned practices.
learning, reflection, and mentorship. It has been CENTRAL CONCEPTS OF BENNER’S MODEL
instrumental in shaping nursing education and Competence
guiding the development of nurses' clinical skills Skill Acquisition
and critical thinking abilities. Experience
FIVE STAGES OF PROFICIENCY Clinical Knowledge
1. Novice: Practical Knowledge
- Novices are beginners who have limited DOMAINS OF NURSING PRACTICE
experience and rely on rules and guidelines to Helping role
make decisions. They lack the practical Teaching or coaching function
knowledge and expertise needed for complex Diagnostic client-monitoring function
situations. Effective management of rapidly changing
2. Advanced Beginner: situations
- At this stage, individuals gain some experience Administering and monitoring therapeutic
and start to recognize recurring situations. interventions and regimens
They can now begin to make some decisions Monitoring and ensuring quality of health care
based on their previous experiences. practices
3. Competent: Organizational and work role competencies
- Competent practitioners have gained a good ANNE BOYKIN AND SAVINA SCHOENFER
amount of experience and are able to analyze - Theory of Nursing as Caring
situations and make decisions more efficiently. ANNE BOYKIN
They have a deeper understanding of patient Born in 1944
care. Grew up in Wisconsin
4. Proficient: 2nd eldest of 6 children
- Proficient nurses have developed a holistic 1966 – she began her career in nursing, graduating from
view of patient care and can see the big Alverno Collee in Milwaukee, Wisconsin
picture. They can anticipate and interpret Today, she enjoys the beauty of South Florida as
complex situations and are more intuitive in the dean and professor of the College of Nursing at
their decision-making. FAU
5. Expert: SAVINA SCHOENFER
- Experts have extensive experience and can
Born in 1940
make decisions quickly and effectively. They
2nd child and oldest daughter in a family on 9
have a deep understanding of patient care,
Spent her formative years on the family cattle
and their actions are often intuitive. They can
ranch on Kansas
handle complex and unpredictable situations
Her initial nursing study was completed at Wichita
with ease.
State University where she earned undergraduate
and graduate degrees in nursing, psychology, and
counselling