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2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133 125
R. Meretoja et al.
descriptions. The database of these descriptions was analysed as a more appropriate response format to increase response
by deductive content analysis (Krippendorf 1986). This precision (Wewers & Lowe 1990).
resulted in identification of 193 indicators for competent Sixthly, to evaluate the applicability of the VAS scale, it
nursing practice. was further pilot tested with three nurses, who found it easy
Secondly, the logical consistency of the competence categ- to use. This work finally yielded the 73-item scale that was
ories was evaluated by 12 doctoral students in nursing then used for subsequent data collection.
science. They were asked to review the indicators having
‡50% inter-rater agreement among the 122 experts. The
Description of the NCS
content analysis was continued and 20 overlapping indicators
were deleted. The NCS is a 73-item scale distributed into seven categories:
Thirdly, a 173-item set of clinical indicators of nurse helping role (seven items), teaching–coaching (16 items),
competence was critically reviewed to evaluate their rele- diagnostic functions (seven items), managing situations (eight
vance by using a self-administered questionnaire submitted to items), therapeutic interventions (10 items), ensuring quality
26 nurses and nurse managers in 1999. They were asked to (six items) and work role (19 items) (Table 1). Each item is
judge and quantify the validity of the items individually and rated by using a VAS (0–100), with the ends labelled 0 for
as a set to suggest revisions and to identify areas that were very low level and 100 for very high level of competence. The
missing, as recommended by Lynn (1986) and DeVellis frequency with which individual items are actually used in
(1991). Relevance was validated using a 4-point scale, where clinical practice is indicated on a four-point scale (0, not
0, not relevant; 1, relevant at novice level; 2, relevant at applicable in my work; 1, used very seldom; 2, used
advanced beginner level and 3, relevant at competent level. occasionally and 3, used very often in my work. Background
Items with inter-rater agreement of ‡50% were accepted for factors are also investigated, and include the respondent’s
inclusion in the scale, and this produced 75 items. age, educational preparation, length of work history and
Fourthly, this first version of the NCS was pilot tested in work environment.
2000 in conditions similar to those anticipated in subsequent
trials (see DeVellis 1991, Burns & Grove 1997). Thirty
The 6D Scale
nurses and nurse managers from medical–surgical settings
were asked to test the scale by using an adapted version of the The 6D Scale (Schwirian 1978) consists of 52 items grouped
content validity testing method of Perälä (1995). They were into six subscales: leadership (five items), critical care (seven
asked to judge the validity of indicators and categories on a items), teaching/collaboration (11 items), planning/evalua-
scale from 1 to 4 for clarity; from 1 to 4 for concreteness; tion (seven items), interpersonal relations/communications
from 1 to 2 for whether the indicator measured competence; (12 items) and professional development (10 items). The scale
from 1 to 2 for whether any other indicator measured the was translated into Finnish, back-translated into English and
same indicator; from 1 to 2 for whether the indicator the two versions were compared and the necessary revisions
belonged to this category; from 1 to 4 for relevance; from 1 to made to the Finnish version (Jones 1987, Varricchio 1997).
4 whether the category measured competence; and from 1 to The Finnish version was pilot tested by the 26 experts used in
4 whether the indicators cover the category. A Likert-type the third step described above. In order to compare level of
scale (1–10) was used for assessment of the level of competence to level of performance, an identical VAS scoring
competence. Cronbach’s a coefficients of the NCS categories system was adapted for the 6D Scale.
in the pilot test ranged from 0Æ67 to 0Æ95. These reliability
estimates were encouraging, and so no changes were made to
Phase 2: testing the validity and reliability of the NCS
the scale. While the nurses had no problems in responding to
the items, they did suggest some changes for greater clarity. Participants
Fifthly, the relevant wordings were reviewed by the expert A cluster sample of 593 Registered Nurses working at the
group of nurse managers and administrators working to major Finnish university hospital (total number of beds 3800)
implement the Clinical Ladder System in the hospital (n ¼ 5). was selected to represent medical and surgical work environ-
When the clarity of the expressions of the scale was reviewed, ments of the hospital (total number of medical and surgical
six items were excluded, three were divided and one was nurses 1547). Nineteen environments (wards, emergency/
added to the scale. Because the median of the assessed level of outpatient departments, intensive care units, operating rooms)
competence was very high (median 9, quartile range 8–10), were selected, and data collection took place in 2001. The
the visual analogue scale (VAS 0–100) format was regarded NCS, along with the 6D Scale, was mailed to the nurses.
126 2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133
Methodological issues in nursing research Nurse Competence Scale
Item Item
number Items number Items
2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133 127
R. Meretoja et al.
Twenty-three had been participating in the pilot test 3 months good (VAS 75–100). Nurses’ self-assessed overall VAS-mean
earlier but, because of the time lapse, they were not excluded scores indicated a high level competence across categories
from the sample. (range 56–69, Table 2). Self-assessed frequency of using
The return rate for was 86Æ5%. Fifteen questionnaires had competencies revealed a high relevance for the NCS items.
to be rejected because of major missing data (half of the items The data matrix showed that 77% of the competence items
not answered), giving the final number of 498 analysed were used frequently (occasionally or very often). Self-
questionnaires. The mean age of respondents was 37 years assessed level of competence increased in direct proportion
(range 23–60 years). The average number of years in nursing to the self-assessed frequency of using competencies
was 11 years, in the current position 8 years and in health (Figure 1). Age and length of work experience had a positive
care 13 years. Only 3% of the nurses had less than 1 year’s but not very strong correlation with overall level of compet-
experience in health care and 7% had graduated within the ence (r ¼ 0Æ303–0Æ339, P < 0Æ001) (Table 3).
past year. Principal component analysis provided some support for
the structure of Benner’s domain categories, although some
Ethical considerations items loaded on more than one factor. This could account for
The hospital ethics committee gave permission to carry out the relatively low correlation between the items. The average
the study. All data were collected and handled anonymously. inter-item correlation was 0Æ300. This was expected because
Respondents agreed to participate after receiving a written
description and further verbal information about the study. Table 2 Level of self-assessed competence and frequency of using
The copyright holder of the 6D Scale (Lippincott Williams & Nurse Competence Scale – competencies occasionally or very often
Wilkins) gave permission to translate and use the scale. (n ¼ 498)
Level of
Data analysis competence
Statistical analysis was carried out using Statistica ’99 and Frequency of using
Competence category Mean SD competencies (%)
SPSS 10.0 software. The data were first analysed using des-
criptive statistics. Sum variables were formed out of the seven Helping role 67Æ7 14Æ3 89Æ0
competence categories. An individual overall VAS-score of Managing situations 69Æ4 14Æ7 82Æ9
Diagnostic functions 67Æ7 16Æ6 82Æ2
competence of a nurse was calculated as the mean value of the
Work role 63Æ3 16Æ2 78Æ5
average competencies assessed for the seven competence Teaching–coaching 62Æ8 15Æ9 71Æ5
categories. Linear correlation analysis was used to compare Therapeutic interventions 59Æ5 17Æ5 73Æ8
overall VAS-mean competence (NCS) and overall VAS-mean Ensuring quality 55Æ6 19Æ1 67Æ4
performance (6D Scale). In all analyses statistical significance Overall competence 63Æ7 13Æ7 77Æ3
was set at 0Æ05. Linear regression analysis was used to correlate
the background factors with overall level of nurse competence.
Information on individual item characteristics was obtained by
inter-item correlation and item-to-total correlation. Lilliefors’ 100
Level of competence, VAS 0–100
128 2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133
Methodological issues in nursing research Nurse Competence Scale
Table 4 Development of items and testing internal consistency reliability of the Nurse Competence Scale (NCS)
Primary set of The set of 173 Pilot test with 75-item The 73-item NCS
1308 indicators clinical indicators scale (n ¼ 30) (n ¼ 498)
140 160
120 140
120
Number of nurses
100
100
80
Figure 2 Distributions of the assessed levels 80
60
of overall competence on the Nurse 60
Competence Scale (NCS) and overall 40
40
performance on the 6D Scale. 20
20
Note: Distributions of the data of 498
0 0
nurses differ significantly (P < 0Æ001) and <35 <45 <55 <65 <75 <85 <95 ≥95 <35 <45 <55 <65 <75 <85 <95 ≥95
only the data of the NCS are distributed Level of overall competence Level of overall performance
normally. on the NCS on the 6D Scale
of the large number of expert groups that had been used in Concurrent validity testing of the NCS and the 6D Scale
the item validation phase to reduce overlap between items showed that the self-assessed VAS-mean scores indicated
and categories. However, the items of the NCS fitted into the good competence levels across categories (NCS, range 56–69)
expected factors and the total variance accounted for was and even higher performance levels across categories (6D
52Æ7%. Also the 6D Scale fitted into the expected factors and Scale, range 61–81). Lilliefors’ test for normality of the NCS
the total variance accounted for was 55Æ3%. (P > 0Æ20) showed evidence of normal distribution of the
Reliability of the NCS factors was estimated by determin- data (Figure 2). This was not the case with the data of the 6D
ation of inter-item and item–total correlations, as well as Scale (Lilliefors’ test for normality P < 0Æ01), which showed
alpha-if-deleted values. Average inter-item correlation coeffi- skewness (Figure 2). There was a very strong correlation
cients of the seven factors ranged from 0Æ353 to 0Æ442. Item– between overall VAS-means of the NCS and 6D Scales
total correlation coefficients ranged from 0Æ322 to 0Æ731. The (r ¼ 0Æ829, P ¼ 0Æ00).
alpha-if-deleted values indicated that the scale would not be
improved by the removal of any items and, therefore, the
Discussion
73-item scale was accepted. Cronbach’s a for the NCS ranged
from 0Æ79 to 0Æ91 and for the 6D Scale from 0Æ79 to 0Æ80 This study involved developing and testing of a new
(Table 4). instrument, the NCS, for the self-assessment of competence
2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133 129
R. Meretoja et al.
by practising hospital nurses. The results are discussed first consistent with theoretically-derived predictions (Streiner &
with the regard to content validity and the theoretical Norman 1999). Initial testing focused on how easy it was for
framework selected for the study. We then discuss the respondents to understand and complete the questionnaire.
psychometric properties, relevance and utility of the NCS The factorial validity of Benner’s (1984) domain categories
and identify areas for further research. was examined through factor analysis (see DeVellis 1991).
The expert groups had no problems in defining the scope of
competent nursing practice, although in the early phases of
Content validity of NCS
indicator identification some overlap was detected between a
Content validity is the degree to which the items of an few categories. The deletion of overlapping items may have
instrument adequately represent the universe of the content. resulted in low correlation between items. Therefore, the
This is the most important type of validity because it ensures factor analysis was not very useful in the instrument
a match between research target and data collecting tool of development. However, it did provide some support for
the study (Burns & Grove 1997). The evidence supporting Benner’s domain categories for nursing practice (Benner
the content validity of the NCS was based, firstly, on 1984, Benner et al. 1996), although the factors were not
literature review and, secondly, on the judgements of six identical to the theoretical categories. The result, that there
expert groups. Face validity was verified by assessing that the was little evidence of low or quite low level competence, can
instrument truly measured the concept (Lynn 1986, Streiner be seen as little evidence of the existence in the sample of
& Norman 1999). The information obtained from the expert novice and advanced beginner level practice, when related to
groups was used to delete or add items (see Lynn 1986, Berk Benner’s competence framework. The distribution of
1990, Davis 1992, Strickland 2000). Selection of items for respondents’ overall competence levels shows evidence of
the final version of the NCS was based on agreement among competent and proficient level practice and is similar to
experts on the relevance of the items (Lynn 1986). It was findings in the study by Garland (1996).
highly important to incorporate a large number of nurses as Internal consistency of the NCS was tested by item analyses
well as managers and directors in the processes to obtain a to examine the extent to which all the items measure the same
wide perspective on the scale. construct. Items that do not show high correlation may be
The theoretical framework adopted for the study specified deleted from the instrument (Streiner & Norman 1999). The
and limited the phenomenon under investigation and created internal consistency of the NCS was found to be reasonable
a basis for interpretation of the results (Burns & Grove good for a new instrument (see Nunally & Bernstein 1994).
1997). Competence category identification was accomplished However, internal consistency does not provide a sufficiently
by reviewing research instruments on nurse competence. sound basis upon which to judge reliability (Streiner &
Benner’s (1984) competency framework was selected to Norman 1999). Indeed, all decisions about omission or
specify the content domain of nurse competence due to good addition of items were based on agreement between experts.
validation of these domains. Validity of the research process Reliability and validity are essential characteristics of any
was based on instrument development methodology (Waltz measuring device or method. Factors that may affect the
et al. 1991, Streiner & Norman 1999). In the empirical part degree of consistency obtained for a given measure include
of the study, descriptions of nurse competence were collected the manner in which it is scored, characteristics of the
from a large and representative sample of nurse experts and measure itself, the physical and emotional state of the
analysed by deductive content analysis. A set of competence respondent and the situation in which the measure is
indicators was identified and the scale was finally determined administered. If a measure does not assign scores consistently,
to be content valid, with ‡50% agreement between the nurse it cannot be useful for the intended purposes (Waltz et al.
experts. The final scale consisted of 73 items distributed into 1991).
seven competence categories. The result that the competence With concurrent validity, the scale is correlated with the
items were used frequently in clinical practice supports the criterion measure, both of which are given at the same time
content validity of the NCS. (Streiner & Norman 1999). The 6D Scale is one of the most
tested scales internationally and has endured the test of time.
Content validity of the Finnish version of the 6D Scale was
Psychometric properties of the NCS
evaluated by experts and no revisions were made. Good or
Construct validity of the NCS was examined by collecting reasonably good validity and reliability has been described in
empirical data. Construct validity indicates whether a meas- earlier studies (McCloskey & McCain 1988, Myric & Awrey
ure relates to other observed variables in a way that is 1988, Battersby & Hemmings 1991, Gardner 1992, Witt
130 2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133
Methodological issues in nursing research Nurse Competence Scale
1992, Bartlett et al. 2000). However, the pilot test verified experienced nurses. This has been also the result of most early
that many of the items belonged to novice or advanced instruments aiming to quantify nurse competence or per-
beginner level of practice. This result was congruent with the formance due to the very young nursing groups on which the
original purpose of the scale, which was to tap observable scales were developed. It seems that the NCS may possess a
nurse behaviours applicable to graduating or recently gradu- wider use for clinical practice and management in this
ated nurses (Schwirian 1978). This is also corroborated by respect.
the relatively low correlation coefficients between nurses’ Evidence-based management to guarantee good clinical
background factors and level of performance in the present nursing practice in the future depends on systematic evalu-
study. ations of caregiver processes in health care. Competence
In the final testing phase of the study, the NCS was found assessment models should be integrated into quality assur-
to be more sensitive for differentiating nurses on the novice to ance systems and human resources management. Competence
expert continuum than the 6D Scale. Although the visual recognition offers a way to develop workforce planning and
analogue scales have some attractive features, problems with career opportunities of practising nurses. Instruments to
participants’ ability to conceptualize the method have been assess nurse competence should be relatively easy to use for
reported (Wewers & Lowe 1990). In this study nurses did not self-assessment and for managers to use in annual review
report problems in using the VAS method in competence processes.
assessment. Although Wood and Power (1987), While (1994)
and Worth-Butler et al. (1994) did not have empirical data,
Suggestions for further research
they stated that competence does not correlate with perform-
ance. On the contrary, we found a close correlation between The study highlights areas that need closer attention in the
these two concepts. Newble (1992) states that competence future. Terminology appears to be a major obstacle to the
can be seen as a prerequisite for performance in the real understanding of nurse competence and, therefore, limits
clinical setting. comparisons between research findings. In particular, concept
There are some limitations to this study. The literature analyses of nurse competence and nurse performance should
review conducted clearly highlighted the need to create a be continued. Further research is also needed to develop both
valid, reliable and easy-to-use tool to assess the competence the contextual and methodological areas of nurse competence
of practising nurses on the novice to expert continuum. The assessment. Peer and manager assessment should be included
results indicate that the NCS is useful in the self-assessment of in further testing of the level of nurse competence. Addition-
competence. The operational definition of nurse competence ally, patients’ perceptions of nurse competence should be
is the fundamental element for competence assessment. In included in evaluation studies to gain evidence of patient
this study, Benner’s (1984) competency framework was satisfaction and quality of nursing care. There is a need for
selected to define categories of nurse competence and, more research to explore the connection between nurse
therefore, deductive analysis was carried out to identify the competence, nursing outcomes and quality of care.
items to the scale. Although the framework showed useful Content validity of the NCS was judged as satisfactory and
characteristics in defining the scope of clinical nursing the probability of error because of the content sampling was
practice in acute care settings, gaining wider evidence could reduced. However, wider use of the NCS would offer
broaden the definition of nurse competence. The sampling possibilities to test the scale in an even greater variety of
limitation to surgical and medical specialities was imposed clinical environments than in this study. While the NCS
due to the nature of the study. Therefore, the findings hold seems to have good internal consistency and good content
for the particular sample and cannot be generalized without validity, concurrent and predictive validity testing with large
further studies. samples of diverse populations remains a research challenge
for the future. International co-operation in data collection
might be useful in discovering whether the concept of
Conclusions
competence is culturally affected and whether the NCS is
viable in other countries.
Practical implications
The results showed evidence that the NCS was more useful in
Author contributions
indicating different levels of nurse competence than was the
classical 6D Scale. Even novice nurses could perform at a very All authors contributed to the study conception and design.
high level of performance not distinguishable from more RM was responsible for the data collection, and RM and HI
2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133 131
R. Meretoja et al.
132 2004 Blackwell Publishing Ltd, Journal of Advanced Nursing, 47(2), 124–133
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