I Do, We Do, You Do – The importance of Scaffolding

It’s not a bad analogy to think of learning as if you were building a house.

Although you’re going to need help, when the house is finished it will all be yours. Firstly, it’s important that the foundations are strong, if not what follows may be unstable and at worst collapse. Then slowly but surely, you place one brick on top of another. The whole process requires planning, time, motivation and a significant amount of effort. But when the roof is finally on and you move in, you should feel rightly proud of what you have achieved and hopefully believe it’s all been worth it.

Although the house now looks strong and well-built, a short while ago it was covered in scaffolding, which was essential if the house was ever to be finished.

And that’s a nice introduction (hopefully) to this months’ blog, something that helps make learning possible but at the end can no longer be seen – Its name scaffolding!

Scaffolding (background – bear with me)
The term scaffolding first appeared in the work of Jerome Bruner in the 1960s and more formally when he published his ideas in the early 70’s. According to Bruner when a learner first encounters a new concept, they need help from an expert or teacher but as the learner becomes more independent in their thinking and acquires new skills and knowledge, the support can be gradually removed. The implication is that the learner will be able to achieve far more with scaffolding than would have been possible on their own.

Bruner’s ideas were not his alone and were an extension of some of the work of Lev Vygotsky and his thoughts around the zone of proximal development (ZPD). The diagram shows what a learner can achieve on their own compared to what is possible with guidance.

Direct instruction – I do- we do – you do
Its very easy to be underwhelmed by both Bruner and Vygostky, in simple terms all they are saying is that, people can learn more if they are supported and helped by an expert, Wow! But their work underpinned a popular and very practical technique, a form of Direct Instruction, called, I Do – We Do – You Do.

As you might know from previous blogs, I am a big fan of Direct Instruction, largely because there is evidence that proves it works. But sometimes it’s hard to convince others as to its merits because the term “instruction” sounds like you are telling the learner what to do, which some believe in particular Constructivists that this is not the best way to teach. Yet few would argue with this model, partly because it seems sensible, is practical and effective.

In addition, it’s one of the most popular techniques used in Professional Education, this is because of the very tight time constraints, levels of technical detail that have to be learned and the high stakes nature of the exam.

Here’s how it works.

  • I Do – In this phase the teacher should model the new learning having broken the content into small chunks, using worked examples and step by step instruction. The learners should have their pens down (Tablets, PCs closed) so they can focus on what the teacher is doing. Pace is important, the modelling should not be rushed, questions can be taken at the end.
  • We Do – This is when the scaffolding starts to take effect. In this phase the learners have a go on their own or at least attempt part of the task before stopping to check if they are on the right track, maybe confirming their understanding. The teacher needs to remain alert and might have to step in to clarify an area that seems to be holding everyone back. It may prove necessary to stay at this stage for some time, there is little point moving on until everyone is happy to do so.
  • You Do – Finally, once the learners are confident with the steps required, they are ready to have a go completely on their own. The whole process is effectively a gradual release of responsibility, giving the learner more and more control over their own learning until they become independent. There could also be a need for some levels of personalisation because some learners will take longer than others to master the new content.

This is not the only way you can use scaffolding, there are many other techniques but I hope that you can see its one of the most effective.

Video – don’t be put off by the simple nature of this video, it explains it very well.

Podcasting for Learning “Podagogy”

(Not written by ChatGPT) 

There are over 4 million Podcasts registered worldwide. South Korea boasts the biggest podcast listenership, with the UK sitting just outside the top 10. Over 19.1 million Britons listen to podcasts and 40% of them are aged between 26 and 35.

The most popular podcast in the world is the Joe Rogan Experience, with 11 million listeners and although this show is 2 hours long the average length is between 20 and 40 minutes.

Whatever way you slice or dice the data, podcasting has become hugely popular, but does it have a role to play in helping us learn?

What is a podcast?
Simply put, a podcast is a digital audio file that can be downloaded via the Internet to a computer or mobile device for listening. It’s similar to radio in that it has an auditory modality but that’s where the similarity ends, podcasts are on demand, pre-recorded, broken down into episodes and the subject matter is targeted at niche audiences rather than mass appeal.

The growth in podcasts suggests they must be offering something their audience wants, maybe it’s just the convenience, easily listened to on a mobile device and short enough to be consumed whilst walking the dog or working out at the gym. This is certainly a factor but there is more to it than that.

Impact on Learning
When asked, people provide a whole host of reasons why they listen to podcast, for example, entertainment, to keep up to date, to relax, and for inspiration. But one of the biggest areas often quoted, is to learn something new. But the question is, how good are podcasts in helping people do this?

Let’s look at some research – In 2007 Kurtz, Fenwick, and Ellsworth produced a paper called,” Using podcasts and tablet PCs in Computer Science”, there conclusion, although podcast learners didn’t perform any better in the exam their project grades were substantially higher. But these were video podcasts, effectively recorded lectures with slides which is not really what we are talking about here. A far more relevant and conclusive result came from Abt and Barry (2007), “The Quantitative Effect of Students Using Podcasts”. One group of learners listened to six podcasts over six weeks, while the other group were provided with an exact transcript of the podcasts in printed form to ensure both groups had the same content. After six weeks, the groups were re-examined both taking the same test. The results were the same, the podcast group were no better, leading to the conclusion that podcasts provide little quantitative benefit over and above written text.

However, learners like them and when asked often say, they make content easier to understand and are very engaging. But it’s hard to conclude anything from the empirical evidence other than podcasts have a positive effect on learner satisfaction but little or no impact on performance. Even where some benefits have been shown they are more likely the result of encouraging better study habits than providing something valuable in terms of learning.

Visual and auditory memory
The above is not entirely surprising especially when you consider how memory works. Researchers at the University of Iowa found that when it comes to memory, we don’t remember things we hear nearly as well as what we see or touch.

“As it turns out, there is merit to the Chinese proverb ‘I hear, and I forget; I see, and I remember,” James Bigelow, lead author of the study at UI

The researchers found that although learners memory declined across all modalities when time delays grew longer, the decline was much greater for sounds, and began as early as four to eight seconds after being exposed to them.

Podcast are good for learning!
However this doesn’t mean podcasts have no role to play in learning, they do, but they need to be used alongside evidence-based techniques such as spaced and retrieval practice, interleaving etc as well as good teaching practices, for example using projects and group work. Imagine a 15m podcast in the form of an interview between two people debating the merits of putting jam on the cream or cream on the jam when eating a scone. If at the end of the podcast a task was set, maybe asking the learner to summarise what was discussed or prepare a short presentation of the key points, this would force the learner to listen several times, think more deeply about the task and what was being said, the result of which would be learning.

They can also be beneficial in the revision phase when the exam is just around the corner, for example, you could listen to key definitions supported by proven memory techniques such as visualisation, repetition and the use of rhyme. Talking out loud along with the podcast would also help. Why not produce your own podcasts, perhaps with another learner that can be listened to in the car or ask ChatGPT to write you a podcast script based on what you are trying to learn.

Podcasts do have a role to play in learning, they can help develop critical thinking by listening to a debate with counter arguments, the key is to engage, don’t be passive. However, audio as a modality on its own is not the most effective method of learning, but as another tool in the box, it’s worth having.

Kaplan – Learn better podcast
I have been hosting a podcast for the last two years for Kaplan and we are now in season three, in fact episode 22 was released this week. It is for a relatively niche market as is the case with podcasts but if you work in finance and would like to listen to some inspiring people, click here – enjoy.

Mobile phones for learning – The world in your pocket

The statistics are striking, there are 5.44 billion mobile phone users in the world, that means that 68% of the world’s population have one. 92.3 % use their phone to go online at least some of the time, and mobile phones now account for more than 56.9 % of our online time.

This is according to Datareportals Digital around the world report 2023. It means that pretty much everyone in the West will have a mobile, as will most people studying over the age of 10. I say 10 because a recent BBC report stated that in the UK smartphone ownership rises from 44% at age 9 to 91% by the age of 11.

This means we have access to the world in our pocket and as a consequence the worlds knowledge.

“Mobile phones are misnamed. They should be called gateways to human knowledge. Ray Kurzweil, computer scientist.

Mobile phones and learning
We might have access to the worlds knowledge but as readers of this blog will know, having knowledge is not the same as learning. To solve this conundrum we need to start thinking of the mobile phone as a domain, a place to go when you want to learn, and less as somewhere that simply stores knowledge. As an analogy, If a book is knowledge, the library is the domain. But as a learning domain the mobile phone has limitations in particular in terms of screen size, the implication being learning has to be designed to be effective on a small screen.

But aren’t mobile phones bad? – Before exploring how we might improve the way we use mobile phones for learning we should probably address some of the concerns many have about them. They can become additive which perhaps unsurprisingly has been proven to result in lower grades. In addition they are a distraction, this study concluded that there was “a significant negative relationship between total time spent using smartphones and academic performance”. However, the researchers went on to say that having a mobile in class was not in itself the problem, it’s how and when it was used. The learning loss is more a result of us not being wired to multi task, and whilst we may think we can check a message on our phone and pay attention, we can’t.

Smartphone is definitely smarter than us to be able to keep us addicted to it.” Munia Khan, author.

This brings us to one of those often-quoted statements, that technology is neither good or evil, its how people choose to use it. Also, I’m talking here not so much about a mobile devise used in and around the classroom but very much outside of it. Even to the extent where there is no classroom and studying is completely remote and online.

Mobile first learning
Luke Wroblewski who is now a Product Director at Google came up with the idea of mobile first in 2009. The concept is simple, you should design for the mobile platform first and then scale the experience for use elsewhere. It has led to a whole series of instructional design ideas:

  • Keep content short and focused (microlearning) – We have come across the concept of chunking before and it is implicit that if you want content that is short and focused it has to be chunked. The idea is that by keeping each segment short it allows the learner to complete some of the lessons in just a few minutes as well as reducing cognitive load.
  • Design for the small screen – Content layout, graphics, and text should all be imagined in terms of what they will look like on a mobile devise.
  • Build in social features – Mobile is dominant in the social space, very few people use anything other than a mobile to communicate with friends, think Snapchat, What’s App and Instagram. Any learning domain should certainly include a space where learners can share ideas and keep in touch.
  • Gamification/Game Mechanics – One of the problems with online learning in general is maintaining engagement, but games and gamification, the use of points, badges and leader boards are excellent in terms of holding attention and were made for mobile devises.
  • Virtual and Augmented Reality (VR & AR) – In the last three or four years, VR and AR have found their way onto mobile devices and into the wider online learning space. And although VR works best with a headset, AR is a good fit with mobile, allowing us to view the real world through a mobile screen whilst the technology augments what we see, bringing in new information and ideas. Examples would include Pokémon but more recently IKEA have developed IKEA place where you can overlay pictures of furniture into your own home and in education, look directly inside the human body to learn more about the anatomy.

 Learning in the flow of learning…….

“You can’t teach people everything they need to know. The best you can do is position them where they can find what they need to know when they need to know it.” Seymour Papert, mathematician, computer scientist, and educator.

Lessons for learners
A mobile phone is an amazing technology, its effectively a wearable devise that you take everywhere. It makes it possible to access huge amounts of knowledge that if structured properly using good instructional design can be a very effective way to learn. There are also so many different ways in which this knowledge can be consumed in addition to a full course for example podcasts, videos, specific apps such as Duolingo, short tests, and quizzes. However not everything works well on a mobile, reading large amounts of text on a small screen is difficult, takes more time, is not especially engaging and there is some evidence to prove it lowers reading comprehension.

Your mobile can be used to learn outside of the classroom ultimately because it makes learning both convenient and accessible, but one word of warning, don’t forget whose in control!

“It is okay to own a technology, what is not okay is to be owned by technology.” – Abhijit Naskar, Mucize Insan, Neuroscientist and author.

Top Gun: Maverick or a Study With Me Video?

I like to think I’m reasonably up to date with what’s happening, especially when it comes to studying and learning but I have to confess I have only recently come across what are called “study with me videos”, which have actually been around for more than 5 years. Study with me videos are exactly what they say they are, a type of video in which people prepare for an exam on camera, while others watch and study at the same time, it’s literally a video of someone studying, either live streamed or recorded.

Before we go any further its worth taking a look at some of these videos.

Firstly, Thomas Frank who describes himself as a video creator and writer with a focus on productivity, learning, and personal development. Thomas has a huge following on YouTube with nearly three million subscribers, although he offers far more than just study with me videos, here is one of his, a  25-Minute Pomodoro Session.

Secondly a Korean YouTuber who broadcasts under the name of “the man sitting next to me”. In Korean they call making these video gongbang, which translates to “study broadcast”. Normally the man sitting next to me live streams but here is a recording with a background rain sound effect thrown in for good measure.

And thirdly Jamie Lee, who lives in New York and has a YouTube channel called “The Strive to Fit.” She started her channel when she was in medical school but even though she has now qualified as a doctor she continues to broadcast. Unlike The Man Sitting Next to Me, Jamie’s “study with me” video are pre-recorded. Two clips from Jamie, the first a typical study session, with background music, its already had 1.3 million views, and secondly a get to know me video where Jamie answers questions.

What purpose do they serve?

As you can see from these videos each person has their own individual style with some streaming live whilst others are pre-recorded and slightly more professional with music, the sound of rain or pen on paper etc. As a slight aside if you just want the background noise and a relaxing scene, here are a few more videos, an ancient library with a roaring fire, a cosy library with jazz playing in the background and heavy rain that will apparently help you throw away that stress.

But what’s the point of these videos, why do people find them helpful?

  • Motivational and help with feelings of isolation – the YouTubers who make these videos are all students, they are therefore by definition the same as the people watching, and if they can sit down for two and a half hours and study, I guess you can do the same. Rather than getting in with a “bad crowd” you’re in with the good guys, they are hardworking, studious, and ambitious, their behaviour and attitude can and does rub off. This is consistent with Albert Banduras social learning theory, where he discovered that when people observe others they begin to model and imitate their behaviours. In addition, these are communities, comments are made underneath the videos by the many students that watch them, reminding you that you are not alone, and that others are feeling the same pressures. These YouTubers often connect on a personal level, by explaining why they work so hard and sharing details of their personal lives, successes and failures. To all intents and purpose, they are your study buddy.
  • Excellent for time management – the Pomodoro technique, which was mentioned above is where you break your studying down into short 25-minute sessions, these videos work very much in the same way by helping manage your time.  In fact, as you saw in the Thomas Frank video, he actually studies for exactly 25 minutes. There is also some evidence to show that studying like this in short bursts helps with memory and improved attention.
  • An inspiring learning environment – environment plays an important when it comes to learning, having a physical location where you study can get you into the right mood as soon as you enter it. It’s one of the reasons people go to a library, you know that before you walk through those doors what you are there for and need to do. As a result, when you sit down at your desk open up your laptop and put on your study with me video, it’s time to start work.
  • Good study practice – in addition to producing the study with me videos many YouTubers will offer up study tips such as how to use mind maps, memory skills, effective note taking etc.   
  • But the research shows that silence is the best – it may be that the sound of rain or the scribbles of a pen on paper help you feel less isolated, almost all of the research in this area has shown that problem solving and memory recall tasks are performed better in silence. As a result, there may be a time when you would be best just turning the sound down.
  • They help the YouTuber as well – most of those making these videos acknowledge that because they feel a responsibility to their fellow students it motivates them to study as well.

One final observation about these videos they are not collaborative in the sense that students work together in order to solve a problem, that’s just not what they are trying to achieve.  

But which one is best, Top Gun or study with me videos?

In the interests of balance, here is the trailer for Top Gun: Maverick for you to decide for yourself.  

Beam me up Kirkpatrick – evaluating learning

One of the most difficult questions to answer for both the learner and teacher is, “how do you know you or they are learning”?

On the face of it, the answer might seem simple, you are learning if you think you are, if what has been said makes sense and that you are happy with the way it’s being taught. But what does “make sense” actually mean? Presumably the process was logical and you understand it, you might even have found it interesting. However just to make sure you understood it, maybe we should ask some questions in the form of a test, and if you pass the test then that must mean you have learned it? But passing a test doesn’t mean you could apply it in a practical situation, isn’t that the best way to decide if it has been learned?

Each of these questions is doing something different, they are evaluating learning from a different perspective and if that seems the right approach you will probably very much like the Kirkpatrick model.  

The Kirkpatrick Model
In the 1950’s Donald Kirkpatrick developed the model that carries his name when he used it as the basis for his Ph.D. dissertation entitled, “Evaluating Human Relations Programs for Industrial Foremen and Supervisors.” But don’t let that put you off, the main point is, it’s a practical model designed to evaluate training not necessarily learning in a wider context or education. However as discussed in a previous blog, “Training V Education”, may not always be that far apart.

The model has four levels.

Level 1: Reaction – this measures the degree to which participants find the training useful, engaging, and relevant. Its focus is on the learner’s perception and as such is an opinion, which leads to the criticism that people may be happy but have learned nothing or vice versa. It is commonly evaluated using so called “happy sheets”, offering a range of smiley faces for the participant to indicate which one they think best captures how they feel, but they can be more sophisticated, with detailed questionnaires pre and post learning. This is the most popular method of measuring learning, with some suggesting around 80% of organisations use them.

Level 2: Learning – this is about the degree to which learners acquire the intended knowledge and skills and is most often evaluated using exams or tests. Critics will argue these only measure short term memory and not the longer-term deep learning that is required. Also, in practice the actual assessments are not always well written, partly because the expertise is not available to question the reliability and validity of the test.  

Level 3: Behaviour – this relates directly to how much the learners can apply in practice what they have learned. In the workplace this would be the application of what was learned reflected in improvements as to how the individual does their job. But it can also be assessed using assignments, case studies and real-world projects.

Level 4: Results – the last level is a measurement of the impact the training has had on the learning outcomes. Has the training achieved what it was originally designed to do. This is the least measured largely because of the difficulty and costs involved. Which is unfortunate because in many ways its the most important measure of success.

Kirkpatrick is far from perfect but the biggest criticism is probably in its application, with most organisations stopping at level 2 because 3 and 4 are too difficult. There are other models of assessment that some consider to be superior for example, the Philips model (ROI Methodology), the Kaufman model and Rob Brinkerhoff’s success case methodology, but obviously they are have critics as well.

Why does this matter?
Learning evaluation is clearly hugely valuable for educators, given the amount of time, energy and money that goes into training, it’s essential you know how effective it is. In addition, the Kirkpatrick model serves another purpose by helping with course design, just spin it around and ask the following questions. Starting with level 4, what do you want the training to achieve, what is the learning outcome? Then moving to level 3 ask, what behaviour will you see if learners are doing what is needed? Level 2, what knowledge and skills do learners need to do this? And lastly level 1, how do I want learners to feel, to help make the experience as effective as possible.

But it also has some value for learners, enjoying a course is important because it helps with concentration and to a certain extent motivation but the evidence shows, learners are not very good judges as to the effectiveness of learning. That’s not to say if something doesn’t’ make sense you shouldn’t challenge, just that sometimes you might find a particular exercise difficult, begin to question your level of intelligence and worry you’re not learning, when in fact the difficulty is a necessary prerequisite to embed the learning in the first place.

Lastly – What the Kirkpatrick model does is shift the perspective from measuring learning in terms of an emotion and the ability to answer a question, towards creating new improved behaviours and ultimately getting the results you want.

Footnote – the famous quote “Beam me up Scotty” is of course Captain or latterly Admiral Kirk speaking to Scotty his Chief Engineer. But Montgomery Scott to give him his full fictional name may have been a wizard with the Enterprise but unfortunately, he didn’t come up with a framework for evaluating learning.

Flash Ah, Ahhhh……..Cards

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I can’t believe I have not written about flashcards before. They are an incredibly popular learning tool and have moved relatively seamlessly to digital in recent years. Research published earlier this year found that 78% of students said they had used digital flashcards and of those who used both the digital and paper version, 60% preferred digital, largely because of their convenience and ease of use.

What is a flashcard? – essentially its a card with a question on one side and the corresponding answer on the other. You pick up the card and read the question, maybe it says, who was the 77th Prime minister in the UK? you then attempt to recall the answer in your head before flipping the card over to reveal the name “Boris Johnson”. Interestingly, in that same survey only 53 % of learners turn the card over to check if they were right, something we will discover later is not a particularly good idea. Which highlights another problem that might be happening, students are using flashcards, just not correctly.

Why do they work?
Of course, it doesn’t follow that just because lots of students use flashcards, they are good, but in this instance they are. Flashcards force students into doing things that we know are good for learning. For example, they are excellent for retrieval practice, spaced practice and interleaving, in fact, they support most of the evidenced based learning techniques. Let’s take a look at some of these in more detail.

Retrieval practice – The process of reflecting back and having to retrieve a memory of something previously learned is very powerful. When you look at the card and attempt to recall the answer the brain is working hard, this will result in the reinforcement of neural pathways, in simple terms you are learning. And of course, it requires effort, that’s the reason it works, don’t do as it would appear 47% of all learners and not check if you were right or flip the card over too soon.

Spaced practice – Spaced practice is the exact opposite of cramming, you effectively take the same amount of time to study, just do it over a longer period. The evidence shows that if you revisit what you have studied over time it boosts what is called retrieval and storage strength but if you study in a short period of time, your retrieval strength improves but your storage strength reduces. Flashcards can be used intermittently, effectively spacing out you’re learning, a good way to do this is to use something called the *Leitner system. Let’s assume there are three envelopes and on the first is written, “every day”, on the second, “every other day” and on the third, “once a week”. All flashcards initially start in envelope one, if you answer a flashcard correctly it moves into envelope two, if incorrectly it stays in envelope one. Each time you get a card correct, you move it to the next envelope but if you get it wrong, you move it back to the previous one. Eventually, in theory at least, all cards will end up in envelope three. Here is a video that shows exactly how it works.

*The Leitner system was developed by the German science journalist Sebastian Leitner in the 1970s.

Interleaving – Interleaving is simply studying different topics as opposed to studying one topic very thoroughly, this latter process is called blocking. Repetition is one of the main benefits of using flashcards, the process takes place naturally as you go through the pack several times, however that same repetition can make the process easier, because the brain will begin to remember cards by association with each other. This is not the same as remembering the information on the card, because if you change the order then the association is broken and you will forget. A simple technique is to shuffle the deck each time you go through it.

Paper based or digital
The evidence to support using paper-based flashcards or the digital version is mixed with some suggesting that digital is better, Azabdaftari & Mozaheb, 2012 and others Gilbert Dizon and Daniel Tang concluding that there is no significant difference. Although they do acknowledge as our earlier research did that students prefer digital when asked.

The arguments are that digital is more convenient, for example everyone carries a mobile and they easier to create and use due to the sophistication of some of the Apps available. However, in contrast producing your own papers-based cards, deciding what to put on them or how they should look, together with their tactile nature makes the learning more effective.

My advice, do whatever works best for you. Perhaps using an app such as Quizlet, Brainscape or the very popular AnkiApp for one subject and produce your own paper based cards for another.

Conclusions
I should have written about flashcards before, they are a hugely effective tool that utilise many of the best evidenced based strategies. Don’t worry about the, “should I use digital or paper” debate, it really doesn’t matter, try both.

And one last tip, don’t leave the use of flashcards until the end of your studies. To maximise their value start using them about a month before the exam, not the night before! Oh, and why not rate yourself in terms of confidence in getting the correct answer before turning the card over, it’s just another way of deepening learning through reflection.

You might find this helpful, it shows 5 ways to use flashcards, although in fairness some are just good note making skills, but then what’s wrong with that.

Gagne’s style – Nine steps to delivery

Robert Gagne was an American educational psychologist who pioneered the science of instruction in the second world war working with the Army Air Corps, training pilots. His focus was on simplifying and explaining what he and others believed to be good instruction.

Like many academics he wrote and published papers on different areas, for example he developed a hierarchy of learning, similar to Bloom with behavioural aspects at the bottom and cognitive ones at the top. But he is probably most well-known for his Nine levels of learning or as it is referred to here, The nine steps of delivery.

Now the only problem with this is that there are nine steps and anyone who has read this blog before will know, nine is just to The answer is simple, chunk it down into smaller sections.

Why is this important?
Gagne’s objective was to provide a systematic process to help teachers and trainers better structure what they do in order to keep students engaged and help them retain knowledge. But the process he created also provides an insight as to how learning works and can be used by students to structure their own learning. Below are the nine steps broken down under three headings. As well as explaining how each step works, I will also add comments as to what it means for a student who might be studying on their own.

Preparation

  1. Gaining attention
    Start the learning experience by gaining the attention of your learners. The change in stimulus tells them that learning will soon take place. For the student this means you need to create a break from what you are doing and get into a mood to start studying. This might involve going to the library or setting an alarm on your phone to create a trigger telling you something different is about to happen.
  1. Informing the learner of the objective
    Share the learning objective with students early on. What should they know at the end of the session that they didn’t before. For the student it’s important you also know what you are trying to learn, what will you be aware of at the end of this session that you don’t know now. It also helps if your aware of why its important e.g. maybe it’s a very popular exam area or is developed in more detail later so you need to learn it now.
  1. Stimulating recall of prior learning
    Relate the new learning back to something learned before or a similar experience your learners have had, this forms a link between the old and new. For the student this is a reflective process, how does this topic relate to what you have learned in the past, how does it fit in?

Instruction and practice

  1. Presenting the content
    Present the new content to the learners. For the student this is where you start reading or listening to the new content.
  1. Providing learning guidance
    Explain to the learners what something means by giving examples, highlight what’s difficult and what’s not. For the student this is where you have to rely on the instruction provided in the learning materials
  1. Eliciting performance
    Here the learner has to practice what they have been taught in order to demonstrate understanding. For the student this is the equivalent to attempting a question or by way of analogy, trying to turn the theory of how to bake a cake into a reality by actually baking one.

Assessment and transfer

  1. Providing feedback
    Provide guidance to the learner as to what the difference was between their answer and the correct one, what do they need to do to close that gap? For the student this is where it is helpful to work with others, perhaps you mark their answer and they mark yours. To follow the cake example, take it out of the oven and look at it, is it the right texture and colour, then taste it. What do you need to do to make it the best cake ever?
  1. Assessing the performance
    Assessing learner performance is usually demonstrated by asking them to take a test. For the student its very similar this time, take the test and see what score you get.
  1. Enhancing retention and transfer
    The learner now needs to demonstrate this by applying it to their job or by teaching others. This last stage often requires continual practice and feedback to become competent. For the student who thinks their objective is to do little more than pass the exam it may not seem important, however in the medium to long term applying learning is the main goal.

And that’s all you have to do, nine steps that break down instruction and in so doing providing a roadmap to effective study. It has been argued that the process doesn’t work so well for more creative subjects, after all it was designed around training airline pilots. However, it can teach you to fly and most importantly land a plane it’s probably good enough for most areas of learning.

Who needs a teacher – the power of self-explanation

One of the great skills of a teacher is that they explain things you don’t understand, that’s really helpful – right?

Well maybe not, a meta study entitled, Inducing Self-Explanation published back in 2018 concluded that it is better to ask a student to try and explain something to themselves, than for a teacher to do that for them. Although in fairness the teacher’s explanation was better than no explanation, which might seem an obvious point but it shows that the content is important and it’s not just the process. However, the process does help because it forces the student to recognise links between the knowledge or skills they have already learned and identify the gaps in their understanding which need to be bridged. In further defence of teachers, there is some evidence to show that the technique is more effective following an initial explanation, with the student asked to explain it to themselves afterwards.

In simple terms self-explanation requires the learner to try to explain concepts, ideas and processes in their head to themselves prior to answering a question. However there is a little more to it than that.

Self-explanation and elaborative interrogation
Elaborative interrogation is similar to self-exploration but not exactly the same. If you ask someone “why that makes sense” or “why is this true”, this is an example of elaboration, it generally relies on a specific chunk of prior knowledge that you are elaborating on. Self-explanation is more generic in that you could ask “what does this mean to you” or “explain what you have just read”. To answer these questions there is no need for past knowledge as the paragraph may only just have been read. As a result, self-explanation is better suited to knowledge acquisition.

But for all intent and purposes they are both techniques that force reflection, requiring the learner to assemble the component parts of process or argument in their head, challenge the conclusions and ask further questions to narrow the gap in their understanding. One last point, we also know that more effective learners (although you may think they are just really smart) are likely to engage in self-explaining naturally.

Learning requires effort – desirable difficulty
If this process sounds like hard work, it is, learning is not meant to be easy, it can be enjoyable and rewarding but not necessarily easy. Compare, trying to explain something to re-reading the textbook or highlighting key words. My guess is that you would much rather re-read or highlight, but they are both far less effective learning techniques.

The greater the difficulty, the greater the glory.
Marcus Tullius Cicero

This is yet another example of what Robert Bjork’s referred to as desirable difficulty (Bjork, 1994; McDaniel & Butler). It is the idea that having certain difficulties in the learning process greatly improves long-term retention. Other examples include, spacing, interleaving and retrieval practice which I have written about before. It’s the effort and reflection that helps transfer the knowledge from short term to long term memory and without that it would be forgotten.

More effective
The key point is not about the difficulty of learning but the effectiveness of the methods used to learn, and developing the confidence that when something is hard it’s probably a good thing. So, the next time you are asked a question that requires an explanation and you can’t give one, don’t jump straight back into the textbook to reread the entire chapter. Think and reflect on what it is you don’t understand, create a sentence that captures that lack of understanding, maybe even saying it out loud, find the answer and then attempt to explain it again.

A little more difficult of course but you will be learning and not just sitting there thinking you are.

My thanks to John Eaton for his observations on this topic and for the fab picture of Less Dawson.

Blooms 1984 – Getting an A instead of a C

When people see the year 1984 most think of George Orwell’s book about a dystopian future, but a few other things happened that year. Dynasty and Dallas were the most popular TV programs and one of my favorite movies, Amadeus won best picture at the Oscars. You can be excused for missing the publication of what has become known as the two Sigma problem by Benjamin Bloom, of Blooms taxonomy fame. He provided the answer to a question that both teachers and students have been asking for some time – how can you significantly improve student performance?  

One of the reasons this is still being talked about nearly 40 years later is because Bloom demonstrated that most students have the potential to achieve mastery of a given topic. The implication is that it’s the teaching at fault rather than the students inherent lack of ability. It’s worth adding that this might equally apply to the method of learning, it’s not you but the way you’re studying.

The two-sigma problem
Two of Bloom’s doctoral students (J. Anania and A.J. Burke) compared how people learned in three different situations:

  1. A conventional lecture with 30 students and one teacher. The students listened to the lectures and were periodically tested on the material.
  2. Mastery learning – this was the conventional lecture with the same testing however students were given formative style feedback and guidance, effectively correcting misunderstandings before re-testing to find out the extent of the mastery.
  3. Tutoring – this was the same as for mastery learning but with one teacher per student.

The results were significant and showed that mastery learning increased student performance by approximately one standard deviation/sigma, the equivalent of an increase in grading from a B to an A. However, if this was combined with one-to-one teaching, the performance improved by two standard deviations, the equivalent of moving from a C to an A. Interestingly the need to correct students work was relatively small.

Bloom then set up the challenge that became known as the two-sigma problem.

“Can researchers and teachers devise teaching/learning conditions that will enable the majority of students under group instruction to attain levels of achievement that can at present be reached only under good tutoring conditions?”

In other words, how can you do this in the “real world” at scale where it’s not possible to provide this type of formative feedback and one to one tuition because it would be too expensive.

Mastery learning – To answer this question you probably need to understand a little more about mastery learning. Firstly, content has to be broken down into small chunks, each with a specific learning outcome. The process is very similar to direct instruction that I have written about before. The next stage is important, learners have to demonstrate mastery of each chunk of content, normally by passing a test scoring around 80% before moving onto new material. If not, the student is given extra support, perhaps in the form of additional teaching or homework. Learners then continue the cycle of studying and testing until the mastery criteria are met.

Why does it work?
Bloom was of the opinion that the results were so strong because of the corrective feedback which was targeted at the very area the student didn’t understand. The one to one also helped because the teacher had time to explain in a different way and encourage the student to participate in their own learning which in turn helped with motivation. As you might imagine mastery is particularly effective in situations where one subject builds on another, for example, introduction to economics is followed by economics in business.

Of course, there are always problems, students may have mastered something to the desired level but forget what they have learned due to lack of use. It’s easy to set a test but relatively difficult to assess mastery, for example do you have sufficient coverage at the right level, is 80% the right cut score? And finally, how long should you allow someone to study in order to reach the mastery level and what happens in practice when time runs out and they don’t?

The Artificial Intelligence (AI) solution
When Bloom set the challenge, he was right, it was far too expensive to offer personalised tuition, however it is almost as if AI was invented to solve the problem. AI can offer an adaptive pathway tracking the student’s progression and harnessing what it gleans to serve up a learning experience designed specifically for the individual. Add to this instructionally designed online content that can be watched by the student at their own pace until mastery is achieved and you are getting close to what Bloom envisaged. However, although much of this is technically possible, questions remain. For example, was the improvement in performance the result of the ‘personal relationship’ between the teacher and student and the advise given or the clarity in explaining the topic. Can this really be replicated by a machine?

In the meantime, how does this help?
What Bloom identified was that in most situations it’s not the learner who is at fault but the method of learning or instruction. Be careful however, this cannot be used as an excuse for lack of effort, “its not my fault, it’s because the teacher isn’t doing it right”.

How to use Blooms principles.

  • Change the instruction/content – if you are finding a particular topic difficult to understand, ask questions such as, do I need to look at this differently, maybe watching a video or studying from another book. Providing yourself with an alternative way of exploring the problem.
  • Mastery of questions – at the end of most text books there are a number of different questions, don’t ignore them, test yourself and even if you get them wrong spend some time understanding why before moving on. You might also use the 80% rule, the point being you don’t need to get everything right

In conclusion – It’s interesting that in 1985 Bloom came up with a solution to a problem we are still struggling to implement. What we can say is that personalisation is now high on the agenda for many organisations because they recognise that one size does not fit all. Although AI provides a glimmer of hope, for now at least Blooms 2 Sigma problem remains unsolved.

Listen to Sal Khan on TED – Let’s teach for mastery, not test scores

Chatter – why talking to yourself matters

If you are reading this, think for a moment as to what you are doing……… are you sounding out the words in your head or did you pause, reflect and ask yourself “what exactly am I doing?”, either way you have been using your inner voice, your internal dialogue or have been experiencing what Ethan Kross calls Chatter.

Ethan is the Professor of Psychology and Management at the University of Michigan and author of a book called Chatter, the voice in our head and how to harness it.

On the one hand this might all seem a little strange, how many people would you ask what they have been talking to themselves about today, perhaps you wouldn’t because it’s too personal a question or maybe you don’t want to admit you do it all of the time. The good news is its perfectly normal and the vast majority of people talk to themselves. It’s worth adding however that not everyone has an internal voice, with some suggesting that this might be more likely for people with dyslexia.

Where does it come from?
Evolution would suggest that if we have this ability, it must serve a purpose. Mark Scott from the University of British Columbia has found evidence that a brain signal called “corollary discharge” plays an important role in our experiences of internal speech. Corollary discharge arises when the brain generates an internal copy of the sound of our voice in parallel to the external sound we hear. Its purpose is to prevent confusion between a self-caused sound or sensation for example, a dog growling noise inside our head and an externally-caused sound, for example a real dog growling who is about to bite. If both are the same, we run pretty fast, if not the brain will cancel the internal sound. This is the reason we can’t tickle ourselves; the brain sends a signal that we are going to tickle ourselves before we actually do, effectively cancelling the sensation.

Interestingly children don’t develop this skill until around 6 or 7 although its gradual and starts much earlier. This is the reason a young child will just say what they think, regardless of the consequences!

“Don’t let the noise of others’ opinions drown out your own inner voice.” Steve Jobs

Why it matters and what you can do?
One of the most powerful tools to help manage stress, wellbeing and self-esteem is your inner voice, and examinations provide a rich environment where without support all of these can bring you down. Heightened dialogue is not of course just experienced when studying or in the exam room, how was it possible that Marcus Rashford, Jadon Sancho and Bukayo Saka missed penalties in the Euros. Maybe it was the result of too much chatter, telling themselves that they must score, they have to score, the country is relying on them?

“Non-judgment quiets the internal dialogue, and this opens once again the doorway to creativity.” Deepak Chopra

And this is where Ethan Kross offers a whole raft of advice. He talks about having the ability to step back from the Chatter by adopting a broader, calmer and more objective perspective. You also need to listen to what your saying, low self esteem for example can easily develop if you are continually criticising yourself, perhaps as a thoughtless parent might do, always finding fault no matter what.

Here are a few of the practical tools in the book.

  1. Use distanced self-talk – rather than saying “why can’t I do this”, use your name in the second person “why is it that Stuart can’t do this”. This results in reduced activation in brain networks associated with negative thoughts.
  2. Imagine advising a friend – this has a similar impact in that it helps you view the experience from a distance. “I know this is a tricky question but you’ve been in a similar situation before and you figured it out”. This is also an example of what Kross calls time travel, (temporal distancing) either going forward in time to look in the rear-view mirror at the problem, effectively leaving it behind or travelling back to a time when you were successful.
  3. Broaden your perspective – in this situation, compare what you’re worrying about with other adverse events or ask what other people would do in the same situation. A variation on the “what would Jesus do?” question.
  4. Reinterpreted your bodies chatter response – when you experience stress its likely your heart rate will increase and you will begin to sweat. Becoming aware of this can lead you to conclude that you are stressed which in fact makes the situation worse. Kross suggest you tell yourself that this is not bad news but the body doing what it has to in order to help you.

And finally, if you want to find out more, check out this video, Do you have an inner voice?