Copyright is owned by the Author of the thesis. Permission is given for a copy to be downloaded by an individual for the purpose of research and private study only. The thesis may not be reproduced elsewhere without the permission of the Author. Perspectives on Training for the Local Cafe Industry: How well does the Hospitality Training Provided by Institutional Providers Meet the Expectations of Local Cafe Stakeholders? A thesis presented in partial fulfilment of the requirements for the degree of Master in Education (Adult Education) At Massey University, Palmerston North New Zealand Ferdi Lutter 2007 Abstract The researcher holds a hypothesis about tacit differences in motivation behind training for the hospitality industry in New Zealand. Trainees have long held that there are differences between the experience of training in a tertiary institute and the realities of the workplace. These perceptions prompted this study of the values placed upon formal institutional training among a sample of owners, managers , and supervisors in the local cafe sector. The local cafe sector is known for its vibrancy, informality and unregulated approach to hospitality. The sector is a proliferation of small businesses which operates in a competitive environment. This study explores the relationship between small locally operated cafes and formal training of the kind fostered by polytechnics and similar institutions. The findings show there is little reliance on formal training or qualifications in the sector. There is a mixed attitude towards the hiring of staff members who have formal training. Some local cafe management views the qualifications and formal training with indifference. The main factor in employing new workers in the sector is 'experience' and in some cases, intrinsic qualities like 'personality' are important. This sector is largely made up of small business run by independent owner-operators. Competition in the sector is intense, and profit margins are small. Cafe employees are not generally well rewarded for their qualifications, and there is little in the workplace culture that may distract or inhibit the desire of workers to train formally . There is more evidence of formal institutional training and gaining of qualifications among cooking staff in cafes than front-of-house areas, signifying that cookery is an area of specialised skill and features more as a career choice. While the management of local cafes will sometimes seek to hire qualified staff, they accept the lack of them. Management of local cafes who have themselves in the past been trained in formal institutional programmes are more likely to see benefits in employing people who have undergone similar training. This study concludes that formal institutional training is not a necessity in the local cafe sector, and that generally this sector views formal training to be of lesser relevance. As in most small businesses, cafes show that the need to survive commercially over-rides the propensity employers may have to improve the professional standing of their employees. Many employers will train employees on-the-job with the skills immediately necessary for the commercial well-being of their cafe. Local cafe managers have little energy or time to promote formal training programmes, and are content to accept that many of their employees will not be formally trained . The relationship between the content of traditional institutional training programmes and the skills required in the informal environment of the local cafe industry is somewhat incompatible. Acknowledgements The researcher wishes to extend sincere thanks to those owners, managers and supervisors in the local cafe sector who agreed to participate in the interviews. Thanks also to them for giving up their valuable time and for trusting the research process with their personal revelations. Their generous insights and accounts of their experiences form the 'living heart' of this thesis. A very special thanks goes to Associate Professor Nick Zepke of Massey University who supported the research throughout the process and showed great forbearance and patience during the 'down' times. Sincere thanks also to Michele Knight of Massey University who co-supervised during the earlier stages. Gratitude also goes to Lanny, the researcher's partner in life, for continually encouraging him along, ("When are you going to finish your Masters?") and enduring the demanding times with him . "The chargings to and fro in the narrow passages, the collisions, the yells, the struggling with crates and trays and blocks of ice, the heat, the darkness, the furious festering quarrels which there was no time to fight out-they pass description. Anyone coming into the basement [kitchen] for the first time would have thought himself in a den of maniacs." George Orwell This project has been reviewed and approved by Massey University Human Ethics Committee, WGTON protocol 04/26 ii Contents Abstract Acknowledgements Pagei ii Chapter 1 Chapter 2 Introduction 1.1 Background 1.2 The Researcher 1.2.1 Professional Background 1.2.2 Research Motivation 1.3 Research Questions 1.4 Structure of the Thesis Page 1 2 6 6 7 8 8 Literature Review 10 2.1 Literature Sources 10 2.2 The Nature of a Cafe 11 2.2 .1 What is a Cafe? 11 2.2.2.The Fashion Factor 12 2.3 The Nature of Training in Adult Education 13 2.3.1 What is Training? 13 2.3.2 The Place of Training in Learning 15 2.3.3 Enlightened Learning and Generic Skills 17 2.3.4 Who gets Trained? 18 2.4 The Nature of Formal Hospitality Training for Cafes 20 2.4.1 The Diversity of Training Requirements 20 2.4.2 Confused Training Signals 20 2.5 The Nature of Cafe-Oriented Courses which are 22 available through Local Institutional Providers 2.5.1 The Hospitality Standards Institute 22 Perspective 2.5.2 The Modern Apprenticeships 23 2.6 The Nature of the Local Industry 23 2.6.1 The National Importance of Hospitality 23 2.6.2 The Wellington Cafe Scene 24 2. 7 The Nature of the Working Culture in the Cafe Industry 27 2. 7 .1 Hospitality Culture 27 2.7.2 Last Choice Industry 28 2.7.3 Staff Retention 29 2.8 Other Studies on this Topic Page 30 2.9 Summary 32 Chapter 3 Research Methodology 34 3.1 Research Methods 34 3.1.1 Qualitative Research 34 3.1.2 Interpretive Processes 34 3.1.3 Constructive Learning 35 3.1.4 The Role of Subjectivity 36 3.2 Literature Review 36 3.2.1 The Use of Varied Media 36 3.2.2 Triangulation of Sources 37 3.3 Ethics, Privacy and Anonymity 37 3.4 The Interview Strategy 38 3.4.1 Formulation of the Questions 38 3.4.2 Sampling 39 3.4.3 The Interviews 40 3.5 Data Collection and Analysis 40 3.6 Possible Limitations of the Methodology 42 3.6.1 Subjectivity Issues 42 3.6.2 Mass Media Sources 42 3.6.3 Interviewer Influences 43 3.6.4 Sampling Issues 43 3.6.5 Interview Environment 43 Chapter 4 Findings and Results 44 4.1 Profiles of the Participants 44 4.2 Profiles of the Participating Cates and Personnel 46 4.3 Findings 48 4.3.1 What is a Cafe? 49 4.3.2 Are You Yourself Trained? 50 Chapter 5 4.3.3 Are Cafe Sector Staff Members Formally 51 Trained? 4.3.4 What Form does Training take in the Sector? 52 4.3.5 What is the Value Placed upon Training in 53 the Cafe Sector? 4.3.6 How does Formal Institutional Training Serve Page 56 the Sector? 4.3.7 How does Working Culture Influence the Training? 4.3.8 What Skills do People Gain in the Cafe Sector? 4.4 Summary of Findings 58 61 62 Discussion and Proposals 64 5.1 The Cafe Sector Differs from the Restaurant Sector 64 5.1.1 The Differences 64 5.1 .2 Fine-dining Restaurants 65 5.1.3 Utilitarian Dining 66 5.1.4 The Informality of Cafes 67 5.1.5 Social Influences 69 5.1.6 Casual and Versatile 70 5.2 Training Needs Are often met 'In-house'. 71 5.2.1 Managers' Training Culture 71 5.2.2 The Workers and Training 74 5.2.3 Part-time Workers 75 5.2.4 Training vs . Work Experience 77 5.2.5 Kitchen vs . Front-of-House 79 5.2 .6 Pre-employment Training 80 5.3 Formal Certification is not Relevant in the Cafe Sector 81 5.3.1 An Unregulated Industry 81 5.3.2 Relevance of Training 81 5.3.3 Rewards for Training 82 5.3.4 Education and Training 83 5.3.5 Divergence of Needs 85 Chapter 6 Postscript Bibliography List of Tables Table 1 5.3.6 Workplace Culture 5.3.7 Environmental Influences 5.4 Capability Skills are not Fostered in the Local Cafe Industry. Conclusion 6.1 Limitations and Implications 6.1.1 Sampling 6.1.2 Postal Survey 6.1.3 Time Period Constraints 6.1.4 Use of the Internet 6.2 Future Studies 6.2.1 Trainees' Views 6.2.2 Future Training 6.3 Consolidating the Ideas 87 88 90 91 91 91 Page 91 91 92 92 93 93 93 96 97 Profiles of the Participants Table 2 Page 45 Profiles of the Participating Cafes List of Appendices 47 Appendix 1 Appendix 2 Appendix 3 Appendix 4 Appendix 5 Massey University Human Ethics Committee research approval application Letter of invitation to participate in the research that was sent to all participants Consent form explaining privacy responsibilities that was completed by all participants The interview questions, as given to each participant before the interviews Letter of thanks to participants. Chapter 1 INTRODUCTION Preface: • 'N' is the Head Chef and Kitchen Manager in one of Wellington 's busiest pub cafes. He has a share in the business which is the reward for long service marked by being a loyal and hard-working employee. 'N' is a formally trained professional chef and tries to employ trained workers where possible. In his considerable time in this cafe, he has undertaken one apprenticeship for a trainee. • 'C' is the owner/proprietor in a small cafe in the inner city on the fringe of suburbia. He is the latest in a string of owners of a cafe that was once a front-runner in the Wellington scene. 'C' does not have a lot of experience in this type of small business, having managed this cafe for only 2 - 3 months. He believes that 'experience' is an important quality in new employees. He says they do not have time to train staff in his cafe. • 'G' is a Head Chef in a contemporary waterfront cafe not far from Wellington 's central business district. The cafe he works in alters its character from offering cafe service during the day to restaurant service at night. The cafe tries to be different things for different types of people at various times during the day. • 'R ' is the Kitchen Manager and Chef in a small ethnic 1 cafe in Wellington's busiest cafe area. It is difficult to find people specifically trained to work in the style of cookery that is implemented. 'R' relies on informal on-the-job training to induct new employees. • 'D' is the owner-proprietor of another contemporary cafe on the fringe of Wellington 's main downtown cafe area. He finds that there are not many formally trained front-of-house staff members, but says that kitchen staff members usually have some formal training. 1 An 'ethnic' restaurant or cafe engages in the cuisine of the people from one particular nation , region , or religious culture, e.g. Indian, Japanese, Creole, Jewish, or Szechwan. • 'P' is the owner-proprietor of a busy lunch cafe in a large downtown pedestrian plaza. He has been working as the front-of-house host for many years and his partner runs the kitchen. Neither of them is formally trained but they run a very successful business. • 'L' is a fully trained Head Chef in a popular suburban pub cafe. He worries about the part-time nature of many employees in his establishment and the stress that this factor places on the senior permanent staff. The experiences of these cafe owners, managers and supervisors are used in this research project to explore the value of formal training in the local cafe sector. The themes that are gleaned from the interviews of these people, together with a comprehensive review of the literature form the basis for the findings and recommendations of this research. A number of themes arise. The salient ones are: • The distinguishing characteristics of the local cafe sector and how these have an effect on the training culture of this sector. • The learning principles that could apply in cafe training, and whether these principles are more aptly applied in the training institutions. • The part that owners, managers and supervisors play in the training culture. • Formal training is more likely to occur in some cafe-based vocations than in others. • The usefulness of formal institutional training for the needs of this sector. • The methods of training that are used for workers in the sector. and • Employment factors and working culture in the cafe sector that may affect the training culture. 1.1 Background The hospitality industry, which includes the local cafe sector, is one of the most important and widespread industries in New Zealand, although this importance is often understated. In introducing this study it is necessary to emphasise the importance of the hospitality industry to New Zealand and to the Wellington area. Statistics reveal that the hospitality industry employs_ at lee_st 60,000 people nationally and is the largest service retail sector in New Zealand. The cafe sector is a very vibrant part of the 2 hospitality industry in Wellington. As the dining habits of people have changed, the cafe sector has enjoyed an upsurge in patronage over the last two decades. There are currently about 240 local restaurants and bars, and about a third of these identify themselves as 'cafes'. The food in these cafes is perceived to be relatively inexpensive, yet good value for money. A significant number of these cafes are small businesses. These claims are supported in Chapter 2.2 of this report. Having an understanding of the significant characteristics of the local cafe sector is necessary in order to grasp the nuances of this study. In particular, the role of formal training in this sector is of significant importance. Many industries have a code of practice that dictates whether a product or service is being executed to acceptable professional standards. Is the cafe sector bound by any such quality systems? The cafe sector seems to be an unregulated labour industry in the sense that workers do not need to be registered on the basis of proficiency in the way that say, electricians do. In fact, the workers are not required to be formally trained or have formal qualifications at all , in order to work in the industry. This study hopes to identify any effects that these industry characteristics have in the local cafe sector. Is there an incentive to become formally trained when there is no absolute requirement to do so? Is there a responsibility for the employer to facilitate worker training and how much resolve, if any, does the worker have to become a trained operative? Hospitality is reputedly an industry that attracts workers from varied backgrounds and is regarded as an industry in which it is possible to gain employment easily. How much does the local cafe sector rely on part-time workers and casual workers? How is the value of formal training and qualifications affected by the presence of part-time workers and casual workers? What kinds of training are these people given, and how does the presence of trained or untrained workers affect the cafe industry? These are some of the important questions that this research will attempt find answers for. As there are numbers of unqualified workers in this dominant industry, this project also seeks to find what value formal training has within the local cafe sector. There is also a perception that a 'cafe' is different from a 'restaurant'. The research explores the differences and draws conclusions as to how these differences affect formal training regimes. It is hoped that important insights will emerge to indicate any disparity in training values between the two entities. A cafe, for the purpose of this study, is a small, (30-80 seats) unpretentious commercial hospitality business which serves food and beverages to the public to consume on the premises. 3 Some of the jobs within the hospitality industry, particularly that of chef2, maitre'd3 , and sommelier4 are regarded by those who engage in them, as being creative jobs in which a high level of skills is exercised by dedicated crafts people. This research will endeavour to discover if this is a context which exists mainly in the 'fine-dining' restaurant scene, or also in cafes. The fine dining scene, where customers expect to pay a premium price for top class food , served with particular attention in a salubrious setting , caters for a minority market. The skills required to function effectively at the fine dining level can be sophisticated and formal and much training is required. Cates can also have good quality cuisine and service, although perhaps not in such a traditional way. It would be interesting to discover if restaurant attitudes also permeate into the cafe scene. There is a variety of other types of catering in industrial and institutional settings, which are more utilitarian in nature and have fewer requirements for higher level skills and therefore less emphasis on formal training . Does this variation of standards indicate that different types of training are appropriate for different sectors of the industry? It is expected that a study of the relationship of these different branches of the local hospitality industry will reveal to the researcher the training values of each, and by comparison will give forth reasons for any distinctiveness in the value of train ing in the local cafe sector. What then is the nature of cafe culture? Many countries have a functional indigenous cuisine that is based on local ingredients, geography, climate and culture. These local cuisine styles contribute greatly to 'street food ' or the patchwork of informal eateries at which the local population of that country dines. In many countries, it is part of the social culture to frequent such places regularly. Historically New Zealand had little cafe culture of this type , but it is developing. Wellington has encouraged a wide variety of cafes featuring food from other countries and allowing diners to experience international cuisine styles. There has also developed a throng of informal eateries which provide good coffee, alcohol and good quality food which experiments with local and imported ingredients. Is one training regime suitable for these different styles of dining establishments? How would a trainee who works in a Turkish restaurant or perhaps a small cafe serving bistro meals fare in the typical traditional institutional training environment which is more suited to turning out fine-dining chefs? 2 A chef is a professional cook, trained to a high standard . The term is also used as an abbreviation for the chef de cuisine or head chef. 3 Maitre'd is an abbreviation for Maitre dhotis. This person is the head waiter. 4 Sommelier is the wine waiter 4 Much of the content and methods of current hospitality training in New Zealand emanates from training systems that were in use in the days when hotels, traditional fine-dining restaurants, polytechnics and the armed services were the prevalent sources of hospitality training. The world of cafe catering is generally casual in comparison with the constraints and discipline of the traditional hospitality industry. Cates try to provide simple, nutritious natural products that are usually good value for money. How well do traditional hospitality values fit with this notion? A turning point in the hospitality industry was reached as a consequence of the stock market crash in October 1987, an event that punctuated the end of an economic boom in this country. Traditional restaurants suffered fall-off in trade and some were forced to close (New Zealand History Online, 2005). In this time of dramatic economic downturn the urban restaurant trade was forced to reflect on its purpose and intent in the commercial marketplace. This gave rise to the development of contemporary cafes; a new genre of eating houses that better suited the changing economic conditions of the time. How well has the training regime adapted to the changing face of local catering? The establishment of this genre as a major contributor to the hospitality industry was further enhanced by the deregulation of the liquor industry by the introduction of the Sale of Liquor Act 1989. The advent of liberated liquor licensing meant that alcoholic beverages could be sold more easily in restaurants, and people were changing their social habits. Hill, L., and Stewart, L (1996) write: "This change was attributed to consumer choice in a more open and competitive market, as well as to the legislative requirement to provide food." Many restaurants and cafes could now supplement food-related income with that from alcohol sales thus becoming more viable as businesses. In a growing marketplace these factors would assist the continued viability of many cafes and was to entice new operators into the industry. Social changes have also played their part in the development of the local cafe sector. New Zealand society has undergone many changes in the last few decades. Changing lifestyles in society have assisted the rise of the cafe industry. With both adults in the family often working, there is less inclination to cook meals at home than there once was. Increased leisure time and more expendable income has allowed for more time to indulge in the pleasures of life, including dining-out. The effects of increased tourism from abroad, immigration, globalisation, and New Zealanders travelling overseas have brought with them cosmopolitan influences in cuisine styles (New Zealand History 5 Online, 2005) . Among the many new influences is the introduction of superior coffee from freshly-roasted beans which the citizens of Wellington have learned to consume with a passion and is a cornerstone of cafe culture. 1.2 The Researcher 1.2.1 Professional Background In this introduction it is relevant for the researcher to share his professional background in order to establish his interests in the area of hospitality training for the local cafe industry. The views of the researcher are interwoven through the observations and discussions of the research project. He was until recently an educator engaged in the training of catering students at Massey University, Wellington. He held this position for eleven years, firstly in the employment of Wellington Polytechnic and subsequently with Massey University when the two institutes 'merged' in 2001 . Prior to this , he has approximately seventeen years experience as a chef, working in industry. He has worked abroad for several years, but much of his industry experience was gained locally in cafes, restaurants and hotels in which he held a variety of positions, many in managerial roles. Currently, the researcher is engaged as Head Teacher of TAFE Hospitality and Tourism Management at the New Zealand International Campus in Upper Hutt, a position he has held for one year. In all , he is well positioned to reasonably debate the aspects of this study. The training and formal learning he undertook to gain qualifications as a professional chef were completed in Wellington in the early 1980s but like many people, he has never stopped learning and studying . He currently maintains associations with significant personnel in the industry and he is actively involved in a couple of professional organisations related to the hospitality industry. An aspect of this research that he relishes is the opportunity to meet and communicate with industry people. 1.2.2 Research Motivation Another question that propels this work is how well the type of catering training provided by local training providers meets the needs of the local cafe industry. While professional cookery is a long-held passion for him, the researcher's interest in this instance is principally educational in nature. In his commitment to hospitality training, he has for some time held a perception that there exists a difference in purpose between the technical environment of training institutions and that of the industry that makes use of the 'products' of the training . This hypothesis provides some motivation for engaging in this study. The researcher's opinions in this regard are based on 6 personal experiences and an assortment of anecdotal evidence which suggests that there are some differences in the intentions of training institutes and the requirements of the cafe industry. A part of the task is to undertake a study which will assist to justify this hypothesis. In acknowledgement of this perception , it has always been important to him, as an educator, to sustain meaningful connections with industry people in an attempt to diminish any feeling of seclusion of institutional training. To emphasise the perception of differences between the two environments, industry practice outside the training institute is sometimes called the 'real world ' by trainers and trainees alike. The use of the phrase 'real world' in this context, whether irreverent or not, implicitly suggests that the modus operandi of the two environments are different from each other, with the inference that the industrial environment is the valid example of the use of skills imparted. The researcher has some sympathy with this notion of validity as it is the industry that receives and utilises the products of the training , and so industry forces are the best placed to judge the value of the training. It seems natural that the proper context for the practice of the skills is in the industry. The cafe industry is a highly competitive industry that must respond to the realities of the marketplace for commercial survival and surely this is the best environment to discover the relevance of formal institutional training. Training requirements for the cafe industry are surely forged by the commercial expediencies that form an integral part of the industry. Cafes are typically small business operations which appear to operate in an ad hoc fashion, as needs dictate. The commercial forces that cause an industry to develop should also cause the training requirements for that industry to evolve. If there is a methodological disparity between the way skills are learned while training in institutes and the way skills are practised in the cafe industry, then how prepared is the trainee for the reality of the workplace and how valid is the institutional training? Is the training institute the best scenario for vocational skills training? If there is doubt about this , are there any improvements required that would make institution-based training a more viable proposition for the trainee and ultimately for the industry that will utilise the skills? What should these improvements be? The researcher's interest in undertaking this study has been spurred by a variety of factors . He believes the traditional nature of much institutional training is, in part, an impediment to the development of contemporary relevant training for the cafe sector. The researcher also has a belief that many training institutes have an ethos more interested in filling training programmes with students rather than educational integrity. He wonders how much the offering of international standards of skills at high levels is 7 warranted given that the trainee has aspirations to work in the less formal local cafe environment. In a recent study (Lutter, F.W. , 2001, p43) the researcher interviewed several ex-students of Massey University regarding their industry experiences. The responses he received varied in their point of view but one common sentiment that prevailed was a disparity of the experience between the training institutes and the reality of the cafe industry. This important revelation has further fuelled the researcher's interest for researching this topic. 1.3 Research Questions The aim of this research project is to find out: 1 Whether cafe sector staff is formally trained. 2 What form does training take in the sector? 3 What is the value placed upon training in the cafe sector? 4 How does formal institutional training serve the sector? 5 How does working culture influence the training? 6 What skills do people gain in the cafe sector? 1.4 Structure of the Thesis The thesis is organised into the following chapters: Chapter 1: The Introduction Chapter 2: The Literature Review This is made up of two parts, 1. The first part is an extensive search of hard and soft literature sources. 'Hard' and 'soft' are the terms adopted by the researcher for refereed and non-refereed data sources respectively. The key themes that are explored were those listed on page 2 of this chapter. Each theme provides a section in the chapter. The main questions (1-6, previously in this chapter) emanated from the literature research . In conducting the literature review the researcher had fears that it would not be singled out for study very often, given that the cafe sector is distinguished by its informality and improvisation, It was resolved to delve into unanticipated sources to extract information, and some of it will come from unexpected sources. 8 2. The second part of the literature review was a survey of thesis material that had been previously done by others on similar themes. It turns out that very little was discovered, especially local studies of training in the cafe sector. Chapter 3: The Methodology The methodology begins with a discussion on the nature of qualitative analysis and its value in the case of this research . The use of interpretive and constructivist epistemology is described in relation to current educational theory and its relevance in the context of this research is shown. The method of sampling is described and the reasons for selecting this method are discussed. Interview techniques that will be used with the industry based participants are discussed and described. The important issues of ethics, privacy and anonymity regarding the rights of the participants and the safety of the research material are emphasised and the role of Massey University in these processes is described. The rationale for the method of data analysis is described and finally, any perceived shortcomings in the methodology choices are extrapolated upon. Chapter 4: Findings and Results This chapter is developed using excerpts from the transcribed interviews with the local cafe sector managers, owners and supervisors. The findings are structured in the main themes developed and supported by the literature review. Chapter 5: Discussion and Interpretation. The key ideas which were expressed by the participants are discussed and important understandings formed on the relationship between formal training and the local cafe sector. Chapter 6: Summary The concluding section discusses the possible implications that the research may have on the local cafe sector and may also speculates how the tertiary educational institutes may gain some use from the outcomes. The limitations of this research are discussed. Ideas for future research projects emanating from this study are suggested. 9 Chapter 2 LITERATURE REVIEW. 2.1 Literature Sources Initially the researcher did not expect a wealth of information on the training practices within the cafe sector of the New Zealand hospitality industry. This assumption has proved to be ill founded, although some of the information uncovered does tend to merge the characteristics of cafe sector with the more academically studied restaurant and hotel sectors. The lack of distinction for the cafe sector as an separate entity has served to make specific literature and electronic sources more difficult to uncover. This literature review has been gleaned from a variety of sources. The researcher notes that some of the material is not from academically refereed sources, or sanctioned public documents. Information from all sources is useful as it provides a means of cross-referencing to endorse or contradict key themes. Some of the information that is not refereed is written by journalists and placed in publications that have professional standards to uphold, so such information has some credibility as a source or as an example but the researcher acknowledges that journalism is sometimes emotive and political in intention and must be used prudently. The researcher also acknowledges that his own experiences within the industry in question have also enhanced the research experience. The key areas identified as being important to this literature review are: 1. The nature of training in adult education. 2. The nature of a cafe. 3. The nature of hospitality training for cafes. 4. The nature of cafe-oriented courses which are available through local institutional providers. 5. The nature of the working culture in the cafe industry. 6. The nature of the local cafe industry. These themes above are explored in this literature review. 10 2.2 The Nature of a Cafe. 2.2.1 What is a Cafe? It is difficult to categorize exactly what a cafe is. Specific literature on the subject is scarce. In many contemporary situations , the distinction between restaurant and cafe is blurred. The Food Lover's Companion, 2nd Edition (Epicurious website, 1995) defines a cafe as being "a small , unpretentious restaurant" and draws a significant connection with the French term for 'coffee '. Celia Hay (2000, p12) writes: "A cafe was originally called a maison de cafe and the first records date from 1672. ' Coffee was originally thought to be a cure for alcoholism! Later cafes began selling beer, wine and offering small meals. During the 19th century, the Parisian cafes became more fashionable and sophisticated. The decor became more elaborate and the prices more expensive. In the early 20th century the less formal corner cafe was established. This was open from breakfast until late at night, serving both coffee and wine as well as light meals." (Hay, C. 2000 p 12) Official descriptions often place cafes and restaurants in the same category. This is because bureaucracy sees these two entities as providing similar public services, with similar business structures and requiring similar legal regulation . For instance, under the auspices of the Food Hygiene Regulations 197 4 restaurants and cafes are regarded as "eating-houses" for the purpose of applying the food safety laws (Statutes of New Zealand website, 2005) . It is therefore useful to study definitions of 'restaurant' as well. The meaning of 'restaurant ' is varied. A Google search on the web brings forth many descriptions. The definition of restaurant that the researcher prefers is from a local health authority in Fort Worth , Texas, USA which states that a restaurant "shall mean a food service establishment where food is served in individual portions for consumption on the premises". (City of Fort Worth Texas website, 2005) An important proviso of this definition is that food must be served for consumption on the premises, which separates a restaurant from other food establishments which specialise in 'takeaways' or ready-to-eat food to be eaten away from the premises (although some food premises provide in-house dining together with takeaways) . A further important condition the researcher wishes to add to this description is that a restaurant is a commercial entity and the food is sold to the customer in the hope of making a profit, 11 as opposed to those dining operations (usually institutional) which work within a prescribed budget. So the qualities of dining on the premises and producing for profit are the two important requirements of a restaurant, with the other characteristics found in a restaurant being found in other forms of the catering industry also. This description is also accurate for local cafes, thus further confusing the distinction between cafe and restaurant. The Fort Worth Health Authority makes a further interesting observation that a cafe can have "an outdoor dining area located on a sidewalk and containing removable tables, chairs , plants, and related appurtenances" (City of Fort Worth Texas website, 2005) . In New Zealand a lack of formality, functional unobtrusive service, good simple food that presents value for money, the availability of good quality coffee and often alcoholic beverages are the basic hallmarks of a cafe operation . A more extensive description of 'cafe' is found on wikipedia, the internet reference site. This definition clearly delineates restaurants from cafes. "A cafe (also spelled cafe, ['kcefer] or [kce'fer]) is a type of cafeteria, often with an enclosed or outdoor section extending onto the pavement or sidewalk, where food and drink are served. Generally serving coffee and other beverages, cafes (or more commonly known as cafeterias) also serve meals but this is generally not considered their main trade (in contrast to a restaurant) ." (Wikipedia website, 2007) Thus a cafe, for the purposes of this study, is a small (20-80 seats) informal unpretentious eating house that serves food and beverages to the public to consume on the premises, with the intention of making monetary profits. In New Zealand the typical cafe is classified as a 'small business'. Statistics New Zealand website (2005), states that "ninety-six percent of non-farming businesses had fewer that 20 employees." Most local cafes are in this group. 2.2.2 The Fashion Factor A further operational aspect of a cafe is that of 'fashion '. Parts of the hospitality industry, in particular some local restaurants and cafes, are part of the food 'fashion ' industry, whether they realise it or not. This faction relies on being constantly in the public eye in a strategy of self-promotion. Part of this emphasis requires 'trendy' food and atmosphere. Walker and Lundberg (1993, p17) describes this fashion-driven part of the industry as being "funky". This phenomenon is a product of commercial 12 pressure, steeped in marketing values and requires the cafe or restaurant to perpetually reshape its 'concept' to maintain its public image and its market share. Such establishments are constantly changing menus and styles to keep in touch with the competition and to utilise the latest trendy ingredients. The converse of the fashion-oriented sector is those cafes that have a set theme which is unlikely to change, like a franchise cafe which has bought into a prescribed theme, or an ethnic cafe which is bound to the signature food and atmosphere of the featured country, or those cafes that operate at a level where they provide basic sustenance food and service which also does not change much. Management and staff skills and attitudes will differ in relation to the level of fashion requirements of the business. The skills and flair of the staff are partly inherent qualities, partly as a result of training and partly developed from experience. How much of a factor the fashion requirements of the industry feature in the nature of training for the local cafe sector? 2.3 The Nature of Training in Adult Education. 2.3.1 What is Training? This study explores the value of training in the local cafe sector and so it is pertinent to look at the meaning of 'training' in educational theory and how it relates in context to the area of this study. It is hoped that it will be possible to formulate a definition of training that will suit the context of this study. It is prudent to look at the wide view of training first and then specify how training is applied in the local cafe context. What is the nature of training? Some commentators of adult education explain the position of 'training' as related to those of 'education ' and 'learning' . Malcolm Tight (2002, p 21) states that: "The idea of training is most usually associated with preparing someone for performing a task or role, typically, but not always in a work setting." A prevailing view is that training is centred on acquiring or improving specific task-oriented skills, knowledge and attitudes to an accepted standard (Tight, M. , 2002 p. 21). These values of training are further enhanced: 13 'Training became involved with the 'how', teaching with the 'why'; the former activity was concerned with the acquisition of appropriate pattern of habits in limited situations, the latter was said to be related to 'development of the whole person' . ... "Education" implies that a man's outlook is transformed by what he knows [whereas] "training" suggests the acquisition of appropriate appraisals and habits of response in limited conventional situations [and] lacks the wider cognitive implications of "education"." (Curzon, L.B., 2003 p 28) "Learning is a general term covering all the experiences, processes and activities by which a person can gain new behaviours. Training is a subset of learning, limited to the acquisition of specific skills through deliberate classes and structured instruction." (Burns, Robert, 2002, p. 95) The tracts above have a common thread in that training as an educational regime is seen as being different and subservient to education and learning. An inference drawn from the tracts is that training is an educational strategy of lesser importance as it deals with material tasks and perhaps the study of training is less interesting to educationalists as it deals with manifestly functional learning. "Training is a learning process that involves the acquisition of skills, concepts, rules, and attitudes so as to increase the performance of each team member. Training is not education. Training is the process of integrating personal and organizational goals. Training is used to close the gap between current and desired performance of individual kitchen team members. It is also about helping people learn and develop." (Cullen, Noel C, 2000, p 171) Cullen (2000, p 171 ) sees training as a vehicle to meet immediate and commercially­ oriented needs within industry with the objective of influencing and enhancing performance to meet prescribed standards within the hospitality industry. Cullen suggests that that the outcomes of training are prescribed and can be measured against. A study of course outlines from local training institutions endorses this idea as skill levels are described in learning outcomes as defined competences. Competency in these skills being measured by prescribed developments in performance, behaviour, knowledge and attitude (New Zealand Qualifications Authority website, 2005.). 14 The notion that training is usually tied to work is a common one among commentators, as espoused by Goldstein and Gessner, (1988) in Tight, M., (2002 p. 43) ; "training is defined as the systematic acquisition of skills , rules , concepts or attitudes that result in improved performance in the work situation." Training can also involve the changing of behaviours, at least in relation to work practise; such as customer relations, sales techniques , supervisory skills, assertiveness training (Dearden 1984, p. 59 in Tight, M., 2002) . Some of the factors identified as inherent in training are 'mastery' of a task or role and the need for repetitive 'practice' in order to achieve this. (Tight, M., 2002 p. 20). The concept of mastery, as used in reference to training to describe a standard of performance, is similar to professional 'competence' in this context (Bennett, N, Dunne, E., & Carre C., 2000 p. 13), in that it is not intended to describe a measure of excellence. Moorby, Ed. (1996, p. 89) further endorses the position of prescribed outcomes of training : "[training approaches] tend to regard the subject as rather inert and typically produce a training course aimed at the medium level, with remedial training for those who are significantly worse than the norm but have to do the task. The basic logic is very appropriate to jobs that can be analysed and where the learning and behavioural change objectives can be specified clearly and unambiguously." (Moorby, Ed ., 1996 p 89). 2.3.2 The Place of Training in Learning The training regime in its workplace setting usually enhances a person 's performance to achieve a prescribed standard consistently within an accepted timeframe, and this reinforces the notion of competence. Bennett, N, et al , (2000 p. 12) views competence as a set of professional attributes, and proceed to interpret the Chetham & Chivers (1996) model of professional competences and discuss four sets that interlink: 1. "Functional - the ability to perform a range of work-based tasks effectively to produce specific outcomes. 2. Knowledge/cognitive - the possession of appropriate work-related knowledge and the ability to put this to effective use. 15 3. Personal/behavioural - the ability to adopt appropriate behaviours in work­ related situations. 4. Values/ethical - personal/professional values and ability to make sound judgements." (Chetham & Chivers, 1996 in Bennett, N, et al , 2000 p. 12) In relation to the above sets of professional competences, Bennett, N, et al , (2000, p. 12) further argue that corralling these competences is a set of "meta-competences" (Bennett, N, et al, 2000, p 12) which are "generic, overarching, transferable between situations and tasks, and fundamental to effective performance." These meta­ competences can be seen as life-skills which profoundly influence the use of the professional competences. These life-skills are listed as including "communication, self-development, creativity and problem solving" (Bennett, N, et al , 2000, p 12), and they rely on the inherent character make-up which is different for each individual. Although theoretically a person can be trained in the techniques of a task, the quality of the application of professional competences is greatly refined by the natural meta­ competences that are present, or not. This argument suggests that there is an intermingled dependence between the four competences: functional , cognitive, behavioural and ethical abilities required for training , which is not effective without certain standard of generic life-skills. Other commentators view these generic skills as components in a stratified hierarchical relationship with each higher layer building on , and being influenced by the skills acquired at the lower levels. Anderson and Marshall ( 1996) see the primary stage as being the "'educational basics' of reading , writing , numeracy and oral communication, and 'personal traits ' including honesty and reliability". The second stage is made up of 'occupation-specific skills ', i.e. those skills needed to complete the job to a satisfactory outcome; "generic skills ' such as communication, problem solving , application of number and reasoning skills ; and 'personal competences' such as motivation and leadership." Stage three of this model is "the 'Overarching Capabilities' for maximizing organizational performance ... which include teamworking , self-management, business thinking and customer orientation." (Anderson and Marshall , 1996). The researcher speculates that the occupational skills at stage two above are currently the most consciously desired in the local cafe sector, with the inter-social and generic skills at stage two also being important. While the overarching skills in stage three are 16 intrinsically desirable it is suspected that they do not consciously feature prominently in many employers' recruitment strategies, with the exception of customer orientation. 2.3.3 Enlightened Learning and Generic Skills Bennett, N, et al, (2000, p. 14) state that a report by Harvey, et al (1997) establishes that employers generally require "employees who are going to be effective in a future changing world - intelligent, flexible , adaptable employees who are quick to learn and can deal with change." The evidence for this theory is inconclusive, but it is useful to test it in the local cafe scene to discover how important these attributes are. Do cafe employers really care about such things, or are they focussed on creating the product and providing service; the practicalities of their business? Bennett, N, et al , (2000, p. 16) also discusses the transferability of skills. They ask how well do core skills, or transferable skills transfer from the educational to the workplace setting. The researcher has mused on the effectiveness of the skills transfer from one environment to another very different environment. Informal discussions with industry people over the years have disclosed a divergence of training and industry reality between the learning in the training environment and the commercial use of the skills in the industry. Industry operatives sometimes display dismissive intolerance to the precepts and niceties of the training curriculum in educational institutes. On occasions he has heard supervisors with trainees telling them to 'do it that way at Tech , but do it this way here! ' This questions the relevance of some aspects of the training . It would be interesting to discover whether there exists such an attitude of separation between the perceptions of the conditions in local cafe sector and the conditions of the training institutes which train the workers for it. The cross-over from the training institution to the industrial workplace is also elaborated on by Bennett, N, et al , (2000, p. 18). They make reference to the 'culture shock' and resulting stress experienced by many first-time employees, and the differences in ethics and conditions between the training institution and the industrial workplace. Is it that the generic skills required in the workplace are not covered in the training institute? The social and interpersonal skills required are apparently mainly acquired 'on the job'. What does this say about the effectiveness of institutional training? Other questions also emanate from this discussion on culture shock. How much should training be oriented towards acquiring the skills that are useful commercially, i.e. industry oriented , and how much should it be oriented towards the long-term capability and adaptability of 17 the trainee? Who decides the emphasis of the training , as it seems that the interests of the various stakeholders are different in nature? "the increasing focus on education and training as primarily or solely a servicer of the economy. As its role in relation to democracy, citizenship, personal development, and culture has been marginalised, it is those areas which service the economy which have been emphasised and funded ." (Edwards, R. , Sieminski , S., & Zeldin 0 ., 1995, p 3) 2.3.4 Who gets trained? While the trainee may well be interested in acquiring some generic skills to assist in the future, the employer may prefer to emphasize training for the tasks in hand as a means for sustaining the commercial activity and the training provider may emphasize training courses that attract students and government funding . The government of New Zealand is also an important stakeholder and can revise national training strategies in dramatic ways, as the current awareness of skills shortages in industry (Conway, P. & Mcloughlin S, 2002, p24). has done in reviving the emphasis on apprenticeships. Skills in England, (2002,) is an annual report produced to promote economic prosperity in that country through encouragement of employers to enable training and employees to take up training . In this instance training is seen as the universal panacea, "they [the skills] can enhance economic performance at an individual , organisational and societal level" and "investment in skilJs, by individuals, by organisations and by the state can reap substantial [financial] rewards ." (Skills in England, 2002, p 2) Is this propaganda? Do trained cafe personnel 'reap substantial rewards' because they are trained? The purposes of the stakeholders are not necessarily aligned to each other. The motivation to participate in and the accessibility to training differs from one stakeholder to the next. Edwards, R, et al , ( 1995, p 1) states: "Participation , that is who engages in what forms of learning, is one of the central issues in the education and training of adults. While initial schooling is compulsory, encompassing everyone up to a certain age, adult learners are overwhelmingly voluntary learners, choosing to participate" (emphasis from original text) ." . (Edwards, R, et al , 1995, p 1) 18 This is a commentary on adult learning in general. The researcher feels that this view is further complicated by the motivating factors of gaining employment. The possibility of attaining wage rises and promotions within work will spur adult learners to undertake further education and training that is work related . It could be said that whilst there is a choice to gain further training, there are often negative consequences of not doing so, which compromises the notion of choice. Employer-initiated training also has a distinct financial and productivity focus , with training being sponsored to enable employees to keep abreast of new and emerging trends in the industry concerned. Based on the readings of the educational principles of training it has become obvious that, in terms of this study, it is proper to view 'training ' as a work related activity, while acknowledging that it can take place in other settings too. It is useful to see training as a task-oriented activity. Later stages of this literature review will show that most tertiary programmes engaged in training for the local cafe industry are very much concerned with training for the overtly materialistic aspects of providing products and services within the industry (Bennett, N, et al , 2000 p. 12). A surprising revelation from the reading is the notion that those who already have qualifications of some sort are more likely to receive further formally training , i.e. the gaining of more skills and qualifications, than those without any. The Skills in England report (2002) states "access to training remains unevenly distributed across the workforce. Semi and unskilled manual and service workers, part-time workers and older workers are least likely to receive training . Most training is received by those who are already quite well qualified and endowed with skills ." (Skills in England report 2002, p26) It seems that industry has determined that it is worth training those who already have some training . The unskilled are economically not so viable as a training option . This state of affairs leads the researcher to ask if there is a vocational sector which acts as an area of refuge for the unqualified (but possibly informally skilled) within the hospitality industry. If there is such a refuge, how much of it is exists in the informality of the cafe sector? 19 2.4 The Nature of Formal Hospitality Training for Cates. 2.4.1 The Diversity of Training Requirements The cafe industry is involved in making and providing products and providing services. Most cafe employees work in small businesses and have some direct contact with the customers. These employees need to be multi-skilled within their field . Is it true that the smaller the business the more skills and versatility are required of an employee due to the intensive nature of the work? Larger organizations deal in catering for larger numbers of customers and so there is more specialization in the work. Do smaller operations like cafes need employees to be 'jacks of all trades'? How do training institutions deal with this disparity in employee functions in different industry operations? The inherent skills that involve behaviour and values that are of importance in the industry feature strongly in the written curricula of the cafe oriented training programmes that were accessed for this study (Whitireia Community Polytechnic webpage, 2005) . How are these values and attitudes encouraged in the trainee? Are we to assume that the aspects of training involving behaviours and values are somehow woven into the learning informally by emulating the attitudes of the trainer or role-model on the job or as the task-oriented training takes place? Is this learning to take place by a form of osmosis or is to be taught in an open structured way? 2.4.2 Confused Training Signals The New Zealand Government Department of Labour website production "The Changing Workplace - Future of Work" (2005) is a source of interesting theory on the expected changes in New Zealanders' working habits in the future . A tract from this production states: "As the economy shifts from goods production to services, manual skills are declining in relative importance, whereas communication skills are increasingly in demand. While vocational skills (those relating to a particular occupation) are still important employers are putting more emphasis than before on generic skills such as literacy and numeracy, problem solving , and communication skills. These skills are essential for workers to adapt to the changes taking place in today's workplaces. Flatter management structures and decentralised decision-making have raised the need for workers to display judgement, leadership and initiative. Personal traits such as motivation and attitude are becoming more important." 20 ('The Changing Workplace - Future of Work" website 2005) Although not a source of 'hard' data this website must hold some credibility because of its official nature as the mouthpiece of a government department. This information echoes the views of Bennett, N, et al , (2000 p. 16) and it will be interesting to see how much value is placed on personal attributes of the employee in the local cafe sector. A confusing relationship exists between information in various on-line documents by the New Zealand Labour Department. In the previous quotation we are told "manual skills are declining in relative importance"(The Changing Workplace - Future of Work website, 2005), yet in another presentation we are told : "The fall in the unemployment rate to a 19-year low was matched by a sharp rise in skill shortage indicators to 30-year highs." (Department of Labour, Publications website, 2005) . If a skills shortage currently exists how is this affecting the local cafe sector? It is possible to find some reference to the implications for restaurants. In the Wellington region in 2005, three of top ten categories of job vacancies were for positions in the hospitality industry. (Labourmarket website, 2005) . Keith Stewart writing in the 'New Zealand Listener' (April 8th 2006, p26-27) offers a reason for the shortage of 'good' people training in the hospitality industry: "If restaurants want school leavers to make a career in hospitality, they need better training , wages and leadership. Yet restaurant-sector wages went down in the five years to 2005." (Stewart, K, 2006 p 26-27) Is it also more difficult to find suitably trained staff for cafes? How has this affected training for the industry? It will be interesting to note the commitment of the employer to training and what form that training takes . Kate Payne (2001) notes that: "Small to medium sized hospitality businesses for example fail to recognise that training and education of employees is an investment which returns healthy profits." One would expect that such a situation would have an effect within the cafe sector. 21 2.5 The Nature of Cafe-Oriented Courses which are available through Local Institutional Providers. 2.5.1 The Hospitality Standards Institute Perspective The Hospitality Institute lists typical cafe occupations as: waiter, short order cook, kitchen assistant, food counter worker, and cafe manager (HSI Careers Info website, 2005) and gives job outline descriptions of them. As this study is concerned with training in the local cafe industry it is useful to look at personal and educational requirements in the sector. It is noted that educational requirements at secondary and tertiary levels are not of a mandatory nature but the recommendations are "Sixth Form Certificate or NCEA equivalent English , maths is useful" (Kiwicareers.website, 2005) for most of the positions outlined. A look at the skills requirements required for these positions reveals that they require "practical skills , memorising skills, the ability to follow instructions and good communication and people skills. They also need to have organisational ability." (Kiwicareers website, 2005) Personal qualities required are largely a list of attributes which could apply to many vocations and so must be seen as generic and at a basic level. They are listed as: "- Friendly, helpful and polite. - Able to work well and remain calm under pressure . - Quick and efficient. - Reliable and punctual. - Able to deal with complaints ." (Kiwicareers website, 2005) These general skills are supplemented by low-level specific skills, largely task-oriented such as: "serve food and drinks, open and pour bottles of wine at the table ... clear used dishes from tables, calculate bill and take money from customers, tidy the restaurant. " (Kiwicareers.govt.nz/jobs 10/04/2005) Of the positions described, that of the cook has similar personal requirements and in addition , the skills requirements state that some low level cookery experience would be beneficial. (Kiwicareers website, 2005) The cafe manager position outline again recommends certain secondary standards, including English , maths, and accounting. Tertiary education recommendations for a manager's position are limited to a National Certificate in Hospitality, but this is not mandatory. (Kiwicareers website, 2005) At the level of cafe manager a General Manager's Certificate is a requirement if the cafe in question wishes to sell alcoholic beverages. (Kiwicareers website, 2005) With the exception of some aspects of the cafe manager's position the vocational descriptions for this sector of the industry are lacking in pre-employment training requirements. This suggests that a degree of training occurs informally on the job. It is useful , in the context of this study, to discover the extent of informal on-the-job training and the ramifications for the local cafe industry of this type of training . 22 2.5.2 The Modern Apprenticeships The Tertiary Education Commission (TEC) (2005) has endorsed the 'modern apprenticeship' scheme as a vehicle to solve current skills shortages. "There are currently more than 6000 Modem Apprentices in New Zealand, working in 31 industry and business sectors, towards more than 260 different qualifications. A Modern Apprentice will study for a National Certificate at levels 3 and/or 4 of the National Qualifications Framework. This will take two to four years, depending on the industry." (NZ Government Modern Apprenticeships website, 2005) Modern apprenticeships are work-based training schemes which sometimes use tertiary institutes to augment the workplace training . This study seeks to ascertain the impact of workplace apprenticeships in the local cafe industry. Modern apprenticeships involve workplace assessment and considerable input from the employer. The training is regulated by a national curriculum which is devised and supervised by the Industry Training Organization (ITO) for the hospitality industry. The Hospitality Standards Institute (HSI) fulfils this function , purportedly representing the interests of the hospitality industry as a whole in New Zealand. A modern apprenticeship usually leads to the attainment of a National Certificate or Diploma which is nationally recognized . "Gaining a national qualification means your Modern Apprenticeship is flexible and is recognized by employers in New Zealand and increasingly overseas." (NZ Government Modern Apprenticeships website, 2005) There is no National Certificate specifically for the cafe sector. The national certificates in hospitality are designed for the general hospitality industry and encompass the variety of skills required in cafe work as well as other skills more suited to the structured work environment of hotels and 'fine-dining' restaurants (New Zealand Qualifications Authority website, 2005). It would serve the purposes of this study to learn how much the workers and management of the cafe sector value the national qualifications in hospitality. 2.6 The Nature of the Local Cafe Industry 2.6.1 The National Importance of Hospitality The Restaurant Association of New Zealand (RANZ) provides the following statistics to emphasise the national importance of the hospitality industry, "Food Service employs 63,340 people [in New Zealand]. This industry provides the largest retail service sector in the country" (Restaurant Association NZ, website 2004) . The RANZ industry 23 forecast for 2004 tells that "industry sales will continue to rise in the next 12 months reaching a record $3,763 million dollars." (Restaurant Association NZ, website 2004) A significant part of this income is from restaurant and cafe sector of the industry (79.9%). Significantly RANZ predicted that the cafe and restaurant sector "will show most growth" and will experience "growing skill shortages" (Restaurant Association NZ, website 2004) . These two factors are paradoxical as a growth industry should attract more trainees. How do these factors affect the training environment in the local cafe sector? The New Zealand Immigration Service lists 'Chef' as being the only category of service workers to be included on its Long Term Skills Shortage List for preferred immigrants (Immigration .NZ website, 2007). This is an attempt to alleviate the shortfall of trained chefs in New Zealand by encouraging those from overseas with appropriate qualifications to immigrate here. The qualifications required are professional chef's qualifications which would indicate that most of these immigrants will gain employment in hotels and restaurants rather than cafes. 2.6.2 The Wellington Cafe Scene An area to be explored in this literature review is that of the Wellington city cafe scene. This is useful to place the concept of 'training ' in the distinct environment of the local hospitality industry. A study of the history of the local cafe scene can be viewed on NZ History website, (2005). This is a brief history that encapsulates the evolvement of tea rooms and milk bars in the city in the 1930s and 1940s to the coffee bars of the 1950s through to the 1980s. It was mainly due to an influx of discerning European immigrants, a few of which saw an opening for the comparatively sophisticated coffee bars of their former homelands (NZ History website, 2005). The New Zealand liquor licensing laws did not allow the legal sale of alcoholic beverages in these places (Ministry Social Development Publications website, 2005) prior to 1970 there was not a great emphasis in the region on institutionalized tertiary hospitality training in Wellington, except in the armed services. Wellington Polytechnic was the main provider of tertiary technical training in the area and hospitality courses were initiated in 1972 (Dougherty, I., 2001 , p 38) and implemented the British oriented London City & Guilds programmes. Commercial hospitality in the Wellington area is a vigorous and diverse industry which has continued to flourish and evolve over the last two decades. Wellington Tourism Statistics (2005) states that the "Cafe Society is an integral part of Wellington's lifestyle and visitor appeal" 1999 saw a significant increase in 43% in retail sales for cafes, restaurants and bars since 1996." (About Wellington Tourism Statistics website, 2005). 24 A search on this website conducted in April 2007 shows that 249 restaurants and bars are listed in Wellington City, of which 83 have the word 'cafe' in their title. The price range of menu items in the cafes is shown as being generally in the $10.00 to $20.00 price range. Statistics New Zealand website, (2007) indicates that in 2005 there were 398 cafes and restaurants with 4,490 employees in the greater Wellington region . The Wellington region had an estimated population of 460,300 in 2005 (Statistics New Zealand website, 2007) These figures emphasise the number of restaurants and cafes , (with one for every 1156 people) and the large number of small businesses in the local cafe industry with an average of 11 employees for each cafe or restaurant. Wellington has many cafes and restaurants. According to the Positively Wellington Tourism (WellingtonNZ.com website, 2005) web page "Wellington has more places to eat and drink per head than New York [City]". There is fierce competition between the many cafes and ethnic restaurants with many of them located in the same district of downtown Wellington . Keith Stewart writing in the 'New Zealand Listener' (April 8th 2006, p26-27) describes the downturn of profitability in the hospitality sector relative to the increase in competition . To illustrate the competitive nature of the industry he says this of 'fine-dining ' restaurants: "However, with restaurant returns at a miserly 4%, compared with 11 % 20 years ago, the demise of restaurants as we know them is a possibility if the real profit crisis they face is not resolved". Stewart K (2006) p 26 This indicates that people are not spending money on lavish dining experiences as they once were. It is also an indicator of the changes in dining in New Zealand over this time. This research will try to discover how training has adapted to this trend . Have cafes become the preferred places to dine out? The standards of local cafes have improved immensely. An indication of the level of sophistication that the local cafe scene is capable of is that "Cafe Bastille was named Cuisine [Magazine's] Restaurant of the Year [for 2004]". (Search Wellington website, 2005). The website goes on to describe Cafe Bastille in the following way: "This is a restaurant which looks and feels like a friendly neighbourhood cafe, but which serves outstandingly good food ." The description indicates quality of product and informal , unobtrusive service. What is the value of training in such a cafe? David Burton the renowned food writer, in 25 assessing his picks for the 'Top Ten Wellington Restaurants' in 2007, has this to say about the differences in skills between the upper echelons of restaurants and 'the rest': "I have to concede that at the lower end of the industry chefs make no great claims to innovation and refinement. Rather humbly, they work at the level of a craft ... The service too, is often wanting at these lower end bistros ... " (Burton, D, 2007) In 2003 the Wellington accommodation industry had around 3.7 million visitor nights from international tourists and this was increase of 48% over the previous year. International tourists comprised 40% of the accommodation market with the remainder being internal New Zealand tourists (Search Wellington website, 2005) . Assuming that many of these visitors frequent local cafes and restaurants during their stay, and then including the many local customers it is possible to see the economic and social importance of the sector. The current local cafe scene emerged in the early eighties and gained momentum with the onset of the stock market crash in October 1987, which brought forth harsher economic times and changed the dining habits of the wealthy and corporate 'high flyers' who had formerly feasted in style at 'fine dining ' establishments. Throughout the last few decades the local population have travelled more overseas and have become more aware of international dining-styles. Wellington has become home to more immigrants who brought their diverse food styles with them, and locals seemed willing participants. Society was changing and people ate out more often. (NZ History website, 2005). Perhaps the most important liberating factor was the introduction of the Sale of Liquor Act 1989 which made it easier for eating houses to serve alcohol. (NZ Government Legislation website, 2007.), (Hay, Celia. 2000, p 9) . This ended the brewery monopoly of alcohol retail in New Zealand and enabled the traditional accompaniment of alcohol and food in cafes and restaurants in New Zealand on a widespread scale (NZ History website, 2005). These foundations, along with the influence of some visionary cafe owners like Harry Seresin and Suzy van der Kwaast who believed in a 'keep it simple, keep it honest' approach to food, laid the basis for the local cafe industry as we find it today (NZ History website, 2005). These early cafe owners helped introduce New Zealanders to continental foods and fine coffee. Through this history runs a thread of informality in the preparation and presentation of food, and informality in the training . Is this still the case? 26 2.7 The Nature of the Working Culture in the Cafe Industry 2. 7 .1 Hospitality Culture The researcher construes from his own experiences in the local catering industry that, to some extent, the prevailing work culture has an effect on the value placed on training. He recalls twenty years ago working in cafes where few staff members had formal institutional hospitality training . In fact, formal training was decried as being contrary to the informality of cafe work in one place that he worked. This informality lends itself to the various functions of the cafe in a variety of ways. The decor, atmosphere, management styles, furniture , mode of service, dress of the staff and type of food all expressed a kind of studied informality that expressed a subdued disdain for the ostentatious affectations of 'fine-dining' restaurants and hotels. Inherent in this early maverick cafe culture seemed to be a disregard for the conventions of formal training . Yvonne Guerrier (1999, P 43) describes the relationship between the guest and the staff of a restaurant thus: "Natural hospitality involves welcoming guests into one's home. But guests are not members of the household and so there need to be some restrictions about where guests are allowed. All hospitality operations have a front-of-house area where hosts are on their best behaviour for the benefit of the guest and a private back-of-house area where the household can behave in their natural way." Guerrier, Y. (1999, P 43) The notion of customers as 'guests' and the idea of: "best behaviour for the benefit of the guest" are passe concepts in the local cafe sector. In cafes host behaviour towards the customer is often utilitarian and natural , without being offensive. Staff dress and manner is often as natural 'out front' as it is 'back of house'. The kitchen operations are sometimes visible to the customer, and so kitchen staff behaviour becomes part of the atmosphere of the premises. Another aspect of cafe work that is evident is relative lack of the traditional demarcation of jobs and skills. Employees are expected to be more multi-skilled and versatile . These are attitudes that belie the almost militaristic staff hierarchy of more traditional catering establishments. How does this relatively relaxed attitude to traditional labour delineations affect the motivation for cafe managers to implement traditional training regimes? Some people are attracted to cafe work because of the lifestyle that accompanies the job. This lifestyle is not readily apparent to the customers when availing themselves of 27 the cafe's services , but it is an implicit , latent part of cafe and restaurant staff culture. Anthony Bourdain is a chef from the United States of America and an articulate commentator on the sociological nuances of the hospitality industry. He describes a swashbuckling kitchen culture that belies public perceptions: "Highwaymen rogues, buccaneers, cut-throats, they were like young princes to me, still only a lowly dishwasher. The life of a cook was a life of adventure, looting , pillaging and rock-and-rolling through life with a carefree disregard for all conventional morality" (Bourdain, A. 2000 p 22) While this is a theatrical description of kitchen life, it is in some ways realistic. It is difficult to reconcile this image with the views provided by hospitality management orientated texts. From my own experiences I can verify the impressions of kitchen life given by Bourdain (2000) . In another publication Bourdain elucidates further on the peculiarities of kitchen life: "I love the sheer weirdness of the kitchen life: the dreamers, the crackpots, the refugees, and the sociopaths with whom I continue to work ... In America, the professional kitchen is the last refuge of the misfit. It's a place for people with bad pasts to find a new family . It's a haven for foreigners - Ecuadorians, Mexicans, Chinese, Senegalese, Egyptians, Poles." (Bourdain , 1999. p 61) 2.7 .2 Last Choice Industry Yvonne Guerrier, (1999, P 58) describes the hospitality industry as "the Cinderella industry". She argues that the industry tends to attract people who see it as a "last choice industry rather than the industry of choice. " It seems to attract people not readily accepted in other sectors of industry. The views of Bourdain and Guerrier are important as they describe an industry in which many people take refuge for a variety of reasons, rather than an industry which attracts people as a planned career option. Is this the case in New Zealand? Could the local hospitality industry be failing to attract and retain the people it needs to function at its best? Is the industry attracting people who seek to receive formal training to do the work or are people being attracted because of the lack of requirements for formal training? Guerrier (1999, P 58) contends that the industry gets the calibre of workers it deserves, "by offering the lowest pay and poorest conditions that they can and by neglecting to invest in training and development. " 28 Aspects of these descriptions of working-life in cafes are evident in the local industry. An important feature of the hospitality industry is the large numbers of part time and casual workers employed in the industry. Statistics New Zealand figures for 2004 show that of a total of 98,100 workers in the accommodation , cafes and restaurants sector 56,900 of them are in part-time employment (Statistics New Zealand website, 2005). This makes 58% of the employees in the sector part-time employees. This is a high percentage and it is debatable whether part-time employees have the same degree of pride and professionalism in the job as full time employees who have made a career commitment and are looking to get ahead in the industry. Which of these types of employees are likely to be interested in formal training? A tacit feature of the seamy side of restaurant life is the alcohol and drug abuse amongst the staff. The hospitality industry is one of those known to have a significant proportion of its staff indulging in such activities, even at work. An article (anonymous) in Hospitality magazine states " ... the Institute of Environmental Science and Research estimates that 40% of the national workforce in New Zealand has partaken of illegal drugs at least once over the past 12 months. With the social nature of the hospitality industry - combined with the relatively young demographic of the workforce - ESR believes the 40% figure hold true for the hospitality and foodservice sectors." (Hospitality magazine, October 2004, p 6) The article goes further to link substance abuse with "workplace violence and theft" (Hospitality magazine, October 2004, p 6). It is appropriate to ask whether a cultural climate of such concern is an environment that is conducive to attracting and retaining people who value training and professionalism. 2. 7.3 Staff Retention It is important to note the trouble that catering employers have retaining employees of the right calibre. A recent U.S. report states "With an average annual employee turnover rate of 125 percent, and rates as high as 300 percent in some segments, hotel and restaurant companies are losing employees as fast as they get them" (Goldwasser, 2000, p46) . What is the message here and how accurately does this situation apply to the local cafe scene? Is it that employers are forced to hire people with insufficient professional abilities who cannot cope with the demands of the industry, is it that expectations of the employee's professional abilities are unrealistic, 29 or is it a combination of both? In the New Zealand context, Paul Stowers (2005, p22) of Food Service magazine writes about the staff turnover in the local industry " ... once employed, there is a 50% chance that that any given foodservice or hospitality employee will leave their job within one year." He goes further and makes a startling revelation that "The overwhelming majority of people who leave foodservice or hospitality business leave because of the way they are treated every day. Lack of appreciation , lack of teamwork and the perception that the company doesn't care about employees are consistently the highest-rated reasons for low job satisfaction." Stowers, P., (2005) p22. The point of this Food Service magazine article is to explain the cost to the industry of discontented staff and to extol the virtues of retaining staff in a positive way within the local hospitality industry. Could employer encouragement of enhanced career prospects based on the acquisition of skills and qualifications be a way of retaining staff in the industry? 2.8 Other Studies on this Topic Despite much searching , not a lot of information on the subject of training cultures in cafes was discovered from academic theses or dissertations. Perhaps this is because the cafe industry is large and diverse with much of its functions improvised and informal. It involves a myriad of small businesses which may find the precepts and structure of formal business practice unpractical. One treatise on training for the local catering scene is a Masters' degree thesis by John Hudson (2003) . He explores the impact on the industry of the various changes in catering qualifications over the last few decades and the different emphases in training that these changes provided. Hudson's study focussed primarily on chefs' training and so is grounded in the more traditional and entrenched side of the hospitality industry. He makes an interesting observation on the state of industry training latterly. "Four different eras of recognized training structures, and their respective qualifications, were utilized over the 1980 - 2000. At the same time that the hospitality industry has reinvented itself to keep pace with an increasingly competitive and diversifying market. With the diversification of the industry, it 30 seems that their training needs became equally diversified. Unit standards were introduced as a training model that would accommodate the diversity of industry by introducing national standard in the workplace. The data suggested strongly that one particular standard in one business was not necessarily the standard required in another - there is a marked difference for instance, between a fast food restaurant and a fine-dining hotel restaurant - both establishments respond totally differently to the requirements of their customers. The catering industry is a clear example of an industry sector where one size does not fit all." (emphasis from original text) (Hudson, J B, 2003. p 58) Hudson is saying that within the training there is a diversity of standards depending on the type of establishment and the background of the trainer. He is suggesting that the type of training should fit the style of establishment. Training in one establishment will not be the same as training in another establishment, thus creating inconsistency in the outcomes of the training . An all-encompassing National Certificate system based on units of competency might not be the best option for all styles of establishment. What kind of establishment does this system of training suit? As the current training regimes have developed from the earlier chefs' apprenticeship systems (Hudson, J B 2003, p 58) this suggests that the same structured sector of the industry is being targeted still. This is possibly because the traditional side of the hospitality industry is organised, represented, and has its requirements heard through official channels. The diversity and informality of the cafe sector possibly makes it averse to such organisational aspirations and so it seems to remain a maverick force in the industry. What is the best training option for the local cafe industry? Indeed, does the local cafe industry favour a training option leading to a formal qualification at all? It may be that the attraction that this section of the hospitality industry has for employees and customers is in its informality and lack of prescribed standards. Perhaps the laissez faire environment of the cafe sector is required to create cutting edge cookery that is innovative and commercially sensible. The final decision of quality lies with the customer. John Hudson's thesis (2003) traces the evolution of catering training in the last two decades and asks serious questions about the place of competency-based assessment in the training environment as a whole. His thesis does not specifically emphasize the cafe sector and this researcher has had difficulty locating other studies that deal with the local cafe training situation. The conclusion drawn from the lack of other academic analysis is that this area has not been extensively studied to date. 31 2.9 Summary Through extensive reading on the area to be studied using a variety of sources, a number of key themes have emerged from which the interview questions will emanate. These are as follows: • The qualities that it is desirable for employees to bring to enhance the cafe enterprise. • The value to your cafe enterprise is training in the 'life-skills' of communication, self- development, creativity and problem solving. • The relevance of skills taught in the training institutions to your cafe enterprise. • The value of social and interpersonal skills acquired 'on the job'. • The accessibility of formal training and how the cafe enterprise supports the training . • The extent that trained cafe personnel are rewarded for having qualifications. • The reliance on new employees learning from more experienced workplace role models. • The value of apprenticeships in the local cafe industry? • The value placed by workers and management of the cafe sector on the NZQA national qualifications in hospitality? • The ability of the industry attracting people who are amenable to receiving formal training? • The smaller the business the more skills and versatility are required of an employee. • The influence that the culture of cafe work has on the conduciveness of formal training. • The qualities that employees to bring to enhance the cafe enterprise. • The value to your cafe enterprise is training in the 'life-skills' of communication, self- development, creativity and problem solving . • The relevance of skills taught in the training institutions to your cafe enterprise. • The value of social and interpersonal skills acquired 'on the job' . • The accessibility of formal training and how the cafe enterprise supports the training . • The extent that trained cafe personnel are rewarded for having qualifications. • The reliance on new employees learning from more experienced workplace role models. 32 • The value of apprenticeships in the local cafe industry? • The value placed by workers and management of the cafe sector on the NZQA national qualifications in hospitality? • The ability of the industry attracting people who are amenable to receiving formal training? • The smaller the business the more skills and versatility are required of an employee. • The influence that the culture of cafe work has on the conduciveness of formal training . • Training can have inconsistent outcomes. There seems to be a lack of research in the area of cafe sector training in New Zealand, which suggests that any work in this area will be rewarding . 33 Chapter 3 RESEARCH METHODOLOGY This chapter discusses the methodology of this research project. It details the reasons for selecting the type of research method used and then describes the research process as it is expected to occur. The description of the process is concerned with planning issues, operational aspects, analysis and presentation. This chapter ends with a discussion of possible limitations of the research in view of the chosen research methods. The issues that emanate from the literature review are: • Whether cafe sector staff is formally trained. • What form does training take in the sector? • What is the value placed upon training in the cafe sector? • How does formal institutional training serve the sector? • How does working culture influence the training? • What skills do people gain in the cafe sector? 3.1 Research methods. 3.1.1 Qualitative research These issues have a qualitative theme as they seek to gain deeper understanding of the issues within a particular socio-cultural context. Qualitative research is the exploration of social issues in a mainly subjective way in order to gain understanding of a localised set of circumstances by interacting with others who experience those circumstances (Holliday, A. , 2002, p7) It does not focus on achieving an objective scientifically quantifiable result. So the aims of this research include trying to gain an understanding of how and why things happen rather than merely what happened. Qualitative research is the suitable format to facilitate this , as it allows a personal interaction with the sample group of contacts. 3.1.2 Interpretive processes lnterpretivist processes will be used to analyse the qualitative data accumulated from the interviews. lnterpretivism is described as being interpretations of social issues based on interactions of people within a cultural environment at a given time (Crotty, M. 1998, page 67) . Harris, C. & Jimenez, S. (2001 , p. 85) explains the interpretivist 34 approach as being an 'interpretive lens ' which brings together the influences of theory, data, participants, and the researcher. They say: "The interpretive lens is both shaped by and in itself shapes, our views of these four informants and the ways in which they inter-relate." (Harris, C. & Jimenez, S. 2001 , p. 85) In this research, a number of people engaged in management and supervisory jobs within the local cafe industry will be interviewed to give their interpretations on the value of formal institutional training in their sector. The views expressed will be tinged with the feelings and meanings of those interviewed and inextricably, those of the interviewer. The findings of such discourse will be "values mediated" (Guba, E. G., & Lincoln, Y. S. 1998 p. 206). These findings need to be interpreted with an eye to the social and cultural context from which they are generated. Theories that develop from interpretivist research are not generally theories that are universally applicable in a normative sense but usually apply to the localised situation (Cohen, L., Manion, L. , and Morrison, K., 2000, p. 23) . lnterpretivist research does not usually come up with truisms or rules but may lead to the construction of generalisations which can lead to the formulation of helpful themes. It is useful to note that the factors of interpretivist research are continually changing with the interaction between the targeted group and the evolution of the targeted environment, in this case local cafes and their management. As well as concentrating on the issue of training , this study seeks to also explore the nature of the environment, albeit a changing one. 3.1 .3 Constructive learning lnterpretivist research is strongly supported by the premises of constructive learning. Internet educational website thirteen: ed online (2004) describes constructivism in the following way: " ... people construct their own understanding and knowledge of the world, through experiencing things and reflecting on those experiences. When we encounter something new, we have to reconcile it with our previous ideas and experience, maybe changing what we believe, or maybe discarding the new information as irrelevant. In any case, we are active creators of our own knowledge." (thirteen: ed online website 2004) Guba, E. G., & Lincoln , Y. S. (1998, p. 207) describe the function of constructivist epistemology in research by stating that 'The investigator and the object of 35 investigation are assumed to be interactively linked so that the "findings" are literally crnated as the investigation proceeds." 3.1.4 The role of subjectivity The views of Guba & Lincoln (1998 p. 206) endorse an anti-positivist view that in qualitative research the issues are best understood in a situation where "the researcher shares the [participants'] frame of reference: understanding of individuals' interpretations of the world around them has to come from the inside not the outside" (Cohen, L. , Manion, L., and Morrison, K., 2000, p. 20). The researcher in this case, has knowledge of both the cafe sector of the hospitality industry and local institutional vocational training and so his experience in these areas will enhance the outcomes of this study. While objectivity is a desirable feature of research (Langley, P, p. 1) subjectivity in interview processes is inherent. This subjectivity is due to the various perspectives, motives and feelings of both the interviewer and interviewee which they bring to the interaction, and even their abilities to articulate their ideas (Atkinson, P., Coffey, A. , and Delamont, S., p. 120). In this research the subjective influences in the data will be recognised as such and will be used as effectively as possible to help establish the themes. 3.2 Literature review 3.2.1 The use of varied media An extensive literature review has been conducted and a variety of media explored to build a picture of the knowledge and views of other commentators on the subject. The following media sources have all provided valuable information for the literature review. 1. Academic literature, subjected to referee processes. 2. Theses on related topics 3. Other literature, not refereed. 4. Trade and Professional Magazines 5. Tertiary institute training course outlines 6. New Zealand Qualifications Authority (NZQA) competency descriptions 7. Hospitality Standards Institute (HSI) training standards 8. Tertiary Education Commission (TEC) reports 9. Department of Labour reports 10. Statistics New Zealand 11 . Tourism Wellington 36 12. Daily newspapers 13. Video material 14. Television presentations As is the case in much contemporary research this material was gleaned from a mixture of media including websites on the Internet and also from 'hard copy' sources. The hard copy material was obtained from library collections, borrowed from peers and mentors , or from the researcher's own collection . Some hard copy material was obtained directly from government department offices, HSI and the Wellington City Council. 3.2 .2 Triangulation of sources Information from a variety of sources is useful as it provides a means of triangulation to endorse key themes. Triangulation, in this instance, is "the use of two or more methods of data collection in the study of some aspect of human behaviour. " (Cohen, L. , et al, 2000, p. 112). The aim was to identify convergent overlapping areas within the different sources to identify themes and add validity to the research outcomes. Comparing different sources of data has brought forth compatible themes and contradicting ones. Both cases are useful for supporting discussion. Compatible themes allow data from various sources to verify and support each other whereas contradicting themes bring cause for further discussion and contemplation . 3.3 Ethics, privacy and anonymity The research proposal for this project is subjected to Massey University Human Ethics Committee (MUHEC) scrutiny (appendix 1 ). This is undertaken to seek endorsement of the proposed research methods and to seek approval for the processes designed to protect against repercussions to the University or to the participants and their establishments, employers or employees. The researcher has taken all possible steps to ensure the privacy and anonymity of the participants. Initial contact with the participants is either by telephone or in person. In each case, the participants have been invited to take part by letter (appendix 2) and advised of the aims and processes of the research . The research questions have been given in writing with sufficient time for the participant to reflect on them before the interview. A consent form (appendix 3) has been included and has been read and signed by each participant as a statement of understanding and participation in the 37 research processes. The consent form also outlines the participant's rights in the research process. It states that the participant: • Has read the information letter and the details of the study have been explained to their satisfaction. The particip