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In the past perceived cognitive potential, more than any other factor, was viewed as a predictor for
a stable life and future success. The concept of “emotional intelligence” (EI), however, provides
a useful instrument to describe the intricate configuration of interrelated factors that play a role in
predicting a person’s success in life. Using the merger between the former Pretoria Teacher’s
Training College and the University of Pretoria as a backdrop, the research reported in this article
attempts to establish the emotional intelligence profiles of academics in a merger setting. The
qualitative section of the research involves a study of the literature on certain aspects of the phe-
nomenon “emotional intelligence”, whereas the quantitative part of the research involves the ad-
™
ministration of the BarOn EQ-i measure to 53 participants who have all been involved in the
above-mentioned merger. The results of the study provide statistical evidence of how a drastic
life-changing event, such as a “merger” between two higher education institutions, may hamper
the actualization of academics’intellectual potential. The research accentuates the importance of
timeous and continued assessment of the ongoing functioning and well-being of academics who
have been involved in a merger and it underlines the need for tailor-made training programs that
may help improve the emotional skills and functioning of such academics.
have led to the realization that humans require more than purely intellectual
abilities to exist and survive as both physical and spiritual beings. An intri-
cate configuration of interrelated factors plays a role in predicting success in
life. The concept of “emotional intelligence” provides an extremely useful
instrument to describe this configuration of factors. As a result, extensive
research is currently being conducted in the various fields of intelligence and
also with regard to the concept of “emotional intelligence” (Goleman, 1996,
pp. 36-39). The term emotional intelligence represents a move away from an
exclusive focus on cognitive processes and abilities, based on the fact that
even intellectually “weak” individuals often progress through life success-
fully and purposefully. General intelligence, which includes emotional as
well as cognitive intelligence, facilitates a more comprehensive and holistic
approach with which to assess individuals (Brady, 1998, p. 19).
Two primary factors prompted the present study. On one hand, the impor-
tance of the EI concept in 21st-century research is accepted as a given.
Although, for many years, social-emotional education considerations were
regarded as “soft” and dismissed as unimportant and not really scientifically
based, over the past 5 or so years “the interlinkage of cognitive and emotional
skills and behavioural functioning” has received due recognition (Cohen &
Sandy, 2003, p. 44). The findings of the present study may therefore be bene-
ficial and applicable to current management practices in a variety of tertiary
settings, especially in an urban context. On the other hand in South Africa,
recent government plans to change the academic landscape of higher educa-
tion in South Africa through strategies that include institutional mergers,
have affected in various ways the staff that are involved (Becker et al., in
press). When the former Pretoria Teacher’s Training College (Normal Col-
lege of Pretoria or Onderwyskollege Pretoria NCP/NKP) was incorporated
into the University of Pretoria in 1999 to 2001, it soon became clear that the
process of incorporation was experienced as a most traumatic and severely
disruptive event in the lives of (especially) former staff attached to the NCP
Onderwyskollege Pretoria (Becker et al., in press). Many staff members
experienced the process of merging as an act of betrayal by top management
and expressed the view that the administration and supervision of the
incorporation had been handled in a most insensitive manner.
In light of the aforementioned, it was decided to allocate funding toward
financing the administration of the The BarOn Emotional Quotient–
Inventory™ (The BarOn EQ-i™) as part of a strategy in group and team devel-
opment to
• evaluate the ongoing functioning and well-being of staff at these critical stages
of transformation;
• function as an instrument to gauge the impact and effectiveness of the current
organizational change and restructuring (i.e., before and after organizational
changes);
• create tailor-made guidelines to improve the emotional skills and functioning
of employees in the newly constituted and augmented Faculty of Education at
the University of Pretoria; and
• identify and benchmark those factors that have been shown to be directly
related to continued success within an academic environment.
RESEARCH QUESTIONS
IQ
intelligence: the ability to adjust to new situations, the ability to learn, the
ability to handle abstract relationships and symbols, and the ability to solve
new and divergent problems.
Naglieri and Reardon (1993, p. 128) define the concept of intelligence
from an information-processing perspective as “one’s ability to attend, pro-
cess information, and utilize those processes to solve problems.”
Sternberg’s (1984) triarchic model of intelligence implies that intelli-
gence develops and evolves through dynamic interaction between individu-
als and their environment. According to him, intelligence is relative to a cer-
tain particular context and it is impossible to measure intelligence
(objectively). Furthermore, intelligence is a most dynamic (metastable) trait.
Interaction between individuals and their environment inevitably has an
impact on their intelligence. A child who develops late, a psychologist who
experiences an “off day,” fluctuating home and other circumstances, emo-
tional factors—these are all examples of circumstances that may affect the
measurement of IQ on a specific day and that confirm the fact that this score
should be interpreted with great care.
From the above, it should be clear that, regardless of what one’s view of
intelligence actually comprises, IQ alone does not account for the variance in
achievement and, indeed, the degree to which individuals deal with everyday
life problems. In fact, researchers have long been interested in identifying
other contributing factors instead of merely relying on a solitary IQ score.
It was, however, Mayer and Salovey (1993), Goleman (1996), and BarOn
(1996) who, to a greater or lesser extent, supplied satisfactory proof of the
positive correlation between emotional intelligence and adequate achieve-
ment. Mayer and Salovey (1993, p. 433) define emotional intelligence as “a
type of social intelligence that involves the ability to monitor one’s own
thinking and actions.” Salovey and Mayer (1990, pp. 185-211) state that
emotional intelligence entails both inter- and intrapersonal intelligences.
According to Cherniss and Goleman (2001), “emotional intelligence” refers
to the abilities to recognize and regulate emotions in ourselves and in others.
This description suggests four major EI domains: Self-Awareness, Self-
Management, Social Awareness, and Relationship Management.
In summary then, BarOn (1996), Salovey and Mayer (1990, pp. 185-211),
and Cherniss and Goleman (in press) all (directly or indirectly) state that
emotional intelligence entails both inter- and intrapersonal intelligences.
Although different authors emphasize different aspects of emotional intelli-
gence, it can be safely stated that the following categories of emotional intel-
ligence are (to a greater or lesser extent) stressed in their different working
definitions of the concept of emotional intelligence:
tive to the feelings, concerns, and needs of others, and to realize that various
people react differently in the same situation. This also implies that one should
be able to react appropriately to the subtle signals that others send out, and to
realize that encountering people who are hard to communicate with is a given
fact of life.
Emotional mentoring (coping with, handling, or managing relationships). Al-
though one is unable to control the emotions of others, one should be able to re-
alize when they are experiencing negative emotions (e.g., anxiety or distress)
and to reach out and (try to) help such persons (to manage their emotions). Es-
tablishing, promoting, and retaining sound relationships (not only with others,
but also with oneself) is a crucial aspect of EI. This aspect comprises social
skills and competence (Young, 1996, p. 2).
A WORKING DEFINITION OF EI
The term emotional intelligence was coined by Dr. Reuven BarOn in 1985
to describe his approach to assessing this aspect of general intelligence.
Broadly speaking, emotional intelligence addresses the emotional, personal,
social, and survival dimensions of intelligence, vitally important in daily
functioning. This less cognitive part of intelligence is concerned with under-
standing oneself and others, relating to people, and adapting to and coping
with our immediate surroundings. These factors increase our ability to be
more successful in dealing with environmental demands. EI is tactical and
immediate, and as such reflects a person’s “common sense” and ability to get
along in the world (BarOn, 1996, p. 1; BarOn in Van Rooyen, 2002, p. 19).
In summary, EI is the “street smarts” in a person, reflecting on one’s abil-
ity to deal successfully with other people, one’s feelings, and one’s everyday
social environment. By dealing with these pressures successfully, one will be
better able to positively influence one’s overall well-being (Van Rooyen,
2002).
Based on 17 years of research by Dr. Reuven BarOn and tried out on many
thousands of individuals worldwide, the BarOn EQ-i™ is the first scientifi-
cally developed and validated measure of EI.
™
WHAT DOES THE BARON EQ-I MEASURE?
The BarOn EQ-i™ consists of 133 items and takes approximately 30 min-
utes to complete. It is based on the most comprehensive theory of EI to date
and renders an overall EI score as well as scores for the following five com-
posite scales and 15 subscales:
These important areas of emotional intelligence are measured with the aid
of four validity indices and a sophisticated correction factor.
™
USES OF THE BARON EQ-I
CORPORATE SETTING
• Identify and benchmark those factors that have been shown to be directly
related to success in specific jobs.
• Evaluate the ongoing functioning and well-being of current staff at critical
stages of employment or change.
• Function as an instrument to gauge the impact and effectiveness of organiza-
tional change and restructuring (i.e., before and after organizational changes).
• Create tailor-made training programs to improve the emotional skills and func-
tioning of employees and the company.
• Use in group and team development.
RESEARCH SETTING
The following reliability coefficients were reported for the total emotional
quotient and the composite scales for a South African population (Swart,
1997, pp. 79-80):
The BarOn EQ-i™ was recently used to assess 300 corporate executives
employed in a variety of different leadership positions throughout North
America (BarOn, 2003). In addition to this, the leadership abilities of partici-
pants were also assessed. A very strong correlation between EI and leader-
ship was established (Canonical R of .80), implying that “at least 64% of
effective leadership is based on emotional and social intelligence” (BarOn,
2003, p. 8). Clearly this finding has major implications for corporate settings
in urban 21st-century South Africa, where the emphasis on providing strong
and responsible leadership is ever-growing. Staff retrenchments place an
enormous strain on leaders to deal with potentially volatile situations effec-
tively, whereas affirmative action demands the training of newly recruited
leaders to fit into foreign surroundings adequately and to provide responsible
leadership to employees. The BarOn EQ-i™ provides an exciting opportunity
for equipping leaders in a corporate setting with essential EI-skills, including
committal to their organizations (social responsibility), a positive attitude
(happiness), the ability to handle stress (stress tolerance), and to control their
emotions (impulse control) (BarOn, 2003).
Opening any newspaper, listening to any news broadcast or watching TV
on any given day in 21st-century South Africa will attest to the escalating dif-
ficulty currently being experienced with regard to promoting emotional
wellness in any urban context in South Africa. Health profession workers
(including psychiatrists and psychologists, including the first author of this
article), will testify that colleagues from all walks of life are finding it
increasingly difficult to manage their careers, lead a normal family life, and
in general, strike a balance between the two and enjoy emotional wellness.
Contemporary research indicates that the use of the BarOn EQ-i™ could be
used to extremely good effect to facilitate psychological wellness. BarOn,
Handley, and Fund’s (in press) research has provided a clear indication that
RESEARCH DESIGN
PROCEDURE
Prior to the administration of the test, testees were allowed to ask ques-
tions about it. The test administrators (Jopie van Rooyen & Partners, who
hold the exclusive rights to the distribution of the test in South Africa)
assured the testees that their responses would be treated with extreme confi-
dentiality and that their anonymity would at all times be safeguarded. The test
administrators next explained to the participants how to complete the ques-
tionnaire. On average, the completion of the test took 35 minutes. In view of
the fact that the questionnaire may have aroused questions and anxieties,
testees were encouraged to make an appointment with the test administrators
to discuss their feelings and questions. Testees were assured that general
feedback on the results would be provided within one month. Feedback was
subsequently provided approximately 5 weeks after the initial assessment
and testees’questions were handled professionally by the test administrators.
Testees received their reports in sealed envelopes.
ETHICAL ASPECTS
researchers were at no stage privy to the results. The research findings were
released in an accurate and scientifically accountable manner.
Total EQ score
STATISTICAL ANALYSIS
The Statistical Package for Social Sciences (SPSS) (Kinnear & Gray,
1997) was used in analyzing the data. Frequencies, minima, maxima, means,
standard deviations, and correlations, were used to describe the samples and
independent sample t tests were used to explore group differences.
RESULTS
The total EI scores of the participants ranged between 42 and 122 with a
mean of 96.08 (SD = 15.38). The distribution of the total EI scores is slightly
negatively skewed (shown in the box-and-whisker plot: see Figure 1) and
there is one outlier value (42). Of the 53 participants (20.8%), 11 obtained a
total EI score of less than 85.
TABLE 1
Minimum, Maximum, Mean (M), and Standard Deviation (SD)
of Each of the Five Dimensions of the EI
Variable Minimum Maximum M SD Skewness
Table 1 shows the minimum, maximum, mean (M) and standard deviation
(SD) of each of the 5 dimensions of the EI (i.e., Intrapersonal, Interpersonal,
Adaptability, Stress Management and General Mood) in increasing order of
the mean. The table shows that the lowest mean score was evidenced for
Stress Management whereas the highest mean score was in terms of
Interpersonal.
The distribution of all of the dimensions of the EI is negatively skewed
mainly due to the presence of outlier values (atypically low values) (see
Figure 2).
As a further investigation of the scores obtained, the number (and percent-
age) of participants obtaining a score below 1 standard deviation of the mean
(i.e., below 85) on each of these dimensions is shown in Table 2. In addition,
Table 2 also shows the number (and percentage) of participants within 1 stan-
dard deviation of the mean (i.e., with scores between 85 and 115) and above 1
standard deviation (i.e., above 115).
Of particular interest is the fact that 15 of the 53 participants (i.e., 28.3%)
obtained a score of less than 85 for Stress Management, whereas only 2 par-
ticipants (3.8%) obtained a similar score for Interpersonal.
For all dimensions, except Interpersonal, the percentage of participants
below 1 standard deviation of the mean exceeds the corresponding percent-
age above 1 standard deviation of the mean. This is particularly true for Stress
Management and General Mood.
Intrapersonal
Interpersonal
Adaptability
Stress management
General mood
To explore the extent to which the various dimensions of the EI are related,
the Pearson product moment correlation coefficients were calculated (see
Table 4). The correlation between Stress Management and Interpersonal is
not significantly different from 0 (p value = .169 > .1). All other correlations
are, however, significantly different from 0 (p values < .05). These correla-
tions ranged from a low of 0.293, between Interpersonal and Intrapersonal, to
a high of 0.742 between Adaptability and Intrapersonal.
TABLE 2
Number and Percentage of Participants Below,
Within and Above 1 Standard Deviation of the Mean
Dimension Below 85 Between 85 and 115 Above 115
Intrapersonal (ip)
n 9 39 5
% 17.0 73.6 9.4
Interpersonal (ip)
n 2 46 5
% 3.8 86.8 9.4
Adaptability (adap)
n 10 37 6
% 18.9 69.8 11.3
Stress management (sm)
n 15 33 5
% 28.3 62.3 9.4
General mood (gm)
n 10 42 1
% 18.9 79.2 1.9
TABLE 3
Descriptive Statistics of Each of the Subdimensions
of the Five EI Dimensions
Minimum Maximum M SD Skewness
Intrapersonal
Self-regard (sr) 51 118 97.13 15.34 –1.068
Emotional self-awareness (es) 53 124 103.00 15.59 –.945
Assertiveness (as) 45 126 94.58 16.71 –.749
Independence (ind) 30 124 92.06 19.07 –.999
Self-actualization (sa) 39 124 101.06 18.09 –1.415
Interpersonal
Empathy (emp) 66 128 106.49 13.10 –.857
Social responsibility (soc_r) 68 124 103.36 12.65 –.620
Interpersonal relationships (ir) 64 122 100.09 11.92 –.397
Adaptability
Reality testing (rt) 57 129 97.81 15.79 –.248
Flexibility (flex) 59 128 95.85 17.04 –.321
Problem solving (ps) 48 122 96.72 14.64 –.952
Stress management
Stress tolerance (st) 54 128 96.04 17.85 –.248
Impulse control (ipc) 48 127 92.81 18.47 –.353
General mood
Optimism (opt) 59 121 96.81 14.91 –.750
Happiness (hap) 64 120 98.13 13.12 –.580
TABLE 4
Correlations Between the Dimensions of the EI
Stress General
Interpersonal Adaptability Management Mood
Dimension (ip) (adap) (sm) (gm)
DISCUSSION
Despite the limitations of this study (as pointed out earlier) the fact that the
total EI scores of the participants ranged between 42 and 122, with a mean of
96.08, nevertheless seem to support the Sternbergian observation that the
interaction between individuals and their environment inevitably has an
impact on their emotional intelligence (Sternberg, 1984). As such, the results
also seem to confirm Hoffman, Wasson, and Christianson’s view of “gifted
underachievers” (in Newell, 1989, p. 98), because although the 53 partici-
pants may very well all have higher than normal IQs, their EI-scores suggest
that they may experience—perhaps because of their involvement in the
merger—a discrepancy between their expected levels of achievement and
their actual performance. Moreover, the statistical analysis we offer in
Table 1 and 2 (see earlier) appears to corroborate Hoffman, Wasson, and
Christianson’s opinion that “gifted underachievers” display impaired levels
of self-confidence as well as feelings of inferiority. The same statistical
analysis also seems to bear out Goleman’s (1996, p. 34) and Kapp’s (2000, p.
152) explanations with regard to our ability to control impulses, to regulate
our moods, and to keep distress from swamping our ability to think.
The fact that 11 of the 53 participants (i.e., 20.8%) obtained a total EI
score of less than 85 and that 15 participants (i.e., 28.3%) obtained a score of
less than 85 for Stress Management is educationally and psychologically sig-
nificant. Although they may have the intellectual potential to succeed, if
more than one fifth of the participants in this study obtained a total EI score
below one standard deviation of the mean, and also scored less than 85 for
Stress Management in particular, it provides further proof of the positive cor-
relation between emotional intelligence and adequate achievement that was
first pointed out by Mayer and Salovey (1993), Goleman (1996), and BarOn
(1996). It also substantiates the exigency for creating tailor-made training
programs to improve the emotional skills and functioning of these 11 staff
members in particular.
The descriptive statistics of each of the subdimensions of the five EI
dimensions offered in Table 3 are likewise informative. Even a cursory com-
parison of the mean scores for the subdimensions of (a) self-regard (97.13),
(b) assertiveness (94.58), (c) independence (92.06), (d) reality testing
(97.81), (e) flexibility (95.85), (f) problem solving (96.72), (g) impulse-
control (92.81), and (h) optimism (96.81) seems to reveal educationally sig-
nificant support for the conclusion reached by Becker et al. (in press) that
“the impact of incorporation on the self-image and self-worth of College staff
was definitive. . . . The emotional lives of the College staff passed through a
veritable “see-saw” experience.”
The fact that the lowest mean scores were achieved in the subdimensions
of independence and impulse-control probably deserves special mention.
These scores seem to suggest that former college staff may have observed
and experienced an external locus of control during the merger event and saw
the occurrence as completely beyond their control. Furthermore, the low
score for impulse-control may suggest that destructive thoughts may have
been harbored by colleagues. Because no one needs to be reminded of the
dire consequences of destructive behavior by disgruntled employees in
retrenchment settings (a most unfortunate, but sadly, far too regular occur-
rence in the Republic of South Africa), it is suggested that managers take par-
ticular note of this finding. Indeed, when questioned on their opinion regard-
ing the overall results, the test administrators expressed their utmost concern
about these levels and their destructive potential.
Of particular interest is the fact that 46 of the 53 participants (i.e., 86.8%)
obtained a score of between 85 and 115 for the interpersonal dimension, with
a mean score of 102.04. These statistics provide further evidence for BarOn’s
belief (in Van Rooyen, 2002, p. 19) that emotional intelligence addresses the
emotional, personal, social, and survival dimensions of intelligence that are
all vitally important in daily functioning. In particular, these statistics would
suggest (at least in the case of the incorporation of the former
Onderwyskollege Pretoria into the University of Pretoria) that despite the
traumatic and depressing circumstances, “social survival,” through the abil-
ity to communicate well with others, to be sensitive to the feelings, concerns,
and needs of others and to cope with, handle, or manage relationships,
remains of paramount importance. By pointing out the emotional distance
and communication gap that was perceived to exist between top management
and the rest of the staff, Becker et al. (in press) also allude to this inference:
“An important part of incorporation is the role of corridor gossip and rumour.
Gossip creates illusions, shapes perceptions of actions, builds solidarity, and
influences personal choices, dispositions and emotions.” The above-men-
tioned statistics furthermore seem to underscore the overriding importance
for staff who are involved in a merger to make sure that they at least get on
well with each other at all costs and that they experience a sense of security,
belonging, and solidarity.
In summary then, this article attempts to provide, for the first time, statisti-
cal evidence of how a drastic life-changing event, such as a “merger”
between two higher education institutions, may hamper the actualization of
academics’ intellectual potential. If nothing else, our research accentuates
the importance of timeous and continued assessment of the ongoing func-
tioning and well-being of academics who have been involved in a merger.
Furthermore it should be clear that the introduction of tactical and timeous
intervention programs could facilitate an enhanced ability to deal with envi-
ronmental demands (such as coping with the effects of a merger), to adapt to
and to cope with (even radical) changes in a person’s environment.
The literature overview presented in this study implies that persons can be
guided by means of therapy or via formal training programs to enhance their
self-efficacy. Various programs are already available that will render the phi-
losophy of emotional intelligence accessible (O’Neil, 1996, p. 11; Pasi,
1997, p. 41). In such programs, the focal point should be the becoming aware
of emotions and the effective regulation of these conscious emotions, based
on motivated, self-oriented coping strategies. The development of such pro-
grams serves as relevant research foci for future studies. Clearly the results of
this study underline the urgent need for tailor-made training programs to
improve the emotional skills and functioning of academics in a merger set-
ting. Furthermore, organizations have every reason to expect a significant
return on their investment in facilitating the emotional intelligence of their
employees (Katie, 2002).
Becker et al. (in press) appropriately indicate how the incorporation of the
former Onderwyskollege Pretoria into the University of Pretoria could be
seen, in many ways, as a silent frontier battle, where the combatants groped
hungrily for the whispers and lies that drifted in from the other side. By
reporting the results of the BarOn Emotional Quotient-Inventory™ that was
administered to 53 staff members who had all been subjected to the trauma
and disruption of this particular merger, our article seeks to add to the limited
but growing literature on the impact that mergers in higher education may
have on the personal and emotional experiences of the staff who live through
such processes.
The notion of EI tampers with the boundaries of our operational knowl-
edge of what constitutes successful or unsuccessful human endeavor. It chal-
lenges our existing appreciation of the intellectual potential of human beings.
This article suggests that in changing circumstances, such as a merger set-
ting, the timeous introduction of a course (or series of workshops) in emo-
tional intelligence could significantly improve academics’ ability to better
deal with change, adapt to and cope with changing surroundings. Managers
at all levels should take cognizance of not only the cognitive, but especially,
the noncognitive needs of employees and introduce mechanisms (such as
courses in EI) to help them deal more successfully with colleagues, their own
feelings, their everyday environment, and indeed, their overall well-being (J.
De Beer, personal communication, 2003).
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™
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Kobus Maree is a professor at the University of Pretoria. His areas of expertise revolve around
educational psychology, mathematics education, and research methodology, with special
emphasis on (the career facilitation needs of) the gifted disadvantaged in South Africa. A NRF-
rated researcher and editor of the journal Perspectives in Education, his publications are numer-
ous and he is a respected authority on educational psychology who received the South African
Medal for the Promotion of Excellence on Education in 2002. In 2004, he was awarded Excep-
tional Achiever status at the University of Pretoria. His publications include the Study Orienta-
tion Questionnaire in Mathematics (SOM) and the textbooks Lifeskills and Career Counselling
(2002) (coedited by Dr. Liesel Ebersöhn) and Outcomes-Based Assessment (2004) coedited by
Professor Billy Fraser).
Riette J. Eiselen obtained a BSc (cum laude) in mathematics and mathematical statistics in 1975
and a BSc(Hons) (cum laude) in mathematics in 1977 from the University of Pretoria. In 1984,
she was appointed as junior lecturer in the Department of Statistics at UNISA and was promoted
to lecturer in 1986 and to senior lecturer in 1995. In 1994, she obtained an MSc (cum laude) in
statistics from UNISA. Since 1998, she has been head of the Statistical Consultation Service
(statkon) at Rand Afrikaans University. She has authored or coauthored several articles, most of
which are in the field of education.