Thursday, 3 April 2014

THE INSTRUCTIONAL PROCESS AND PLANNING

The instructional process comprises three basic steps. The first is planning instruction, which includes identifying specific expectations or learning outcomes, selecting materials to foster these expectations or outcomes, and organizing learning experiences into a coherent, reinforcing sequence. The second step involves delivering the planned instruction to students, that is, teaching them. The third step involves assessing how well students learn or achieve the expectations or outcomes. Notice that to carry out the instructional process the three steps should be aligned with one another. That is, the planned instruction should be logically related to the actual instruction and the assessments should relate to the plans and instruction.


The three steps and the relationships among them are interrelated in a more complicated way than a simple one-two-three sequence. For example, in planning instruction (step 1), the teacher considers the characteristics of students and the resources and materials available to help attain desired changes (step 2). Similarly, the information gained at the time of student assessment (step 3) is useful in assessing the appropriateness of the learning experiences provided students (step 2) and the suitability of intended expectations or learning outcomes (step 1). Thus, the three steps are interdependent pieces in the instructional process that can be aligned in different orders.


All three steps in the instructional process involve teacher decision making and assessment. Obviously step 3, assessing expectations or learning outcomes, involves the collection and synthesis of formal information about how well students are learning or have learned. But the other two steps in the instructional process are also dependent upon a teacher’s assessment activities. For example, a teacher’s planning decisions incorporate information about student readiness, appropriate methods, available instructional resources, materials, student culture, language, and other important characteristics obtained from diagnostic assessments. 


Similarly, during instruction the teacher employs formative assessment to obtain information to help make decisions about lesson pace, reinforcement, interest, and comprehension. Remember that formative assessment includes observations and feedback intended to alter and improve students’ learning while instruction is taking place. Thus, the entire instructional process, not just the formal assessment step, depends upon decisions that rely on assessment evidence of various kinds.


The processes of planning and providing instruction are important activities for classroom teachers. Not only do they occupy a substantial amount of their time, but teachers define their teaching rewards in terms of their
students’ instructional successes. Teachers like to work with students, make a difference in their lives, and experience the joy of a student “getting it.” Teachers feel rewarded when they know that their instruction has
reached their students. Since the classroom is where pride in teaching is forged, it is not surprising to find that teachers guard their classroom instructional time jealously. They want few interruptions to distract them from teaching their students.


The true rewards of teaching are identified in terms of the impact that the teachers’ instruction and mentoring has upon students. Pride in teaching does not come from collecting lunch money, planning field trips, meeting
the morning bus, and the thousand other semi-administrative tasks teachers perform. It comes from teachers’ knowledge that they have taught students to do, think, or perform some things they otherwise would have been unable to do, think, or perform.


Teachers plan in order to modify the curriculum to fit the unique characteristics of their students and resources. To plan, teachers reflect on and integrate information about their students, the subject matter to be taught, the curriculum they are following, their own teaching experience, the resources available for instruction, the classroom environment, and other factors. Their reflection and integration of these factors leads to an instructional lesson plan. The plan helps teachers allocate instructional time, select appropriate activities, link individual lessons to the overall unit or curriculum, sequence activities to be presented to students, set the pace of instruction, select the homework to be assigned, and identify techniques to assess student learning.


Planning helps teachers in five basic ways:

1. By helping them feel comfortable about instruction and giving them a sense of understanding and ownership over the teaching they plan.
2. By establishing a sense of purpose and subject matter focus.
3. By affording the chance to review and become familiar with the subject matter before actually beginning to teach it.
4. By ensuring that there are ways in place to get instruction started, activities to pursue, and a framework to follow during the actual delivery of instruction.
5. By linking daily lessons to broader integrative goals, units, or curriculum topics.


Classrooms are complex environments that are informal rather than formal, ad hoc rather than linear, ambiguous rather than certain, process oriented rather than product-oriented, and people-dominated rather than concept-dominated. The realities and strains of the classroom call for order and direction, especially when teachers are carrying out formal instruction. In such a world, some form of planning and organization is needed. Planning instruction is a context-dependent activity that includes consideration of students, teacher, and instructional materials. A lesson that fails to take into account the needs and prior knowledge of the students or that poorly matches lesson aims to lesson instruction is doomed to failure.


Similarly, a lesson that does not take into account the context in which it will be taught can also lead to difficulty. Teachers have a great deal of control over many classroom features associated with instructional planning. For example, most teachers have control over the physical arrangement of the classroom, the rules and routines students must follow, the interactions with students, the kind of instruction planned and the nature of its delivery, and the methods used to assess and grade students. However, there are important features that teachers do not control. For example, most teachers have little control over the number and characteristics of the students in their classes, the size of their classroom, the quality of their instructional resources, and the Ministry/Department curriculum guidelines. In planning, teachers must arrange the factors they do control to compensate for the factors they do not.


Imagine that these classrooms are at the same grade level. Suppose the teachers are each planning a lesson on the same topic. Teachers normally would have little control over these characteristics of their classrooms. How might these different classroom characteristics influence the ways these two teachers plan instruction? What features are especially influential in determining teaching plans? Which characteristics would be advantageous to a teacher and which ones might be disadvantageous? Do you think the teachers would construct identical instructional plans? In what ways might they differ? Initial and extremely important considerations when planning instruction are the present status and needs of the students. What are they developmentally ready to learn? What topics have they mastered thus far in the subject area? How complex are the instructional materials they can handle? How well do they work in groups? What exceptionalities do they have and how are they accommodated? What is the range of students’ culture and language in a given classroom? What are their learning styles? The answers to these questions provide needed and valuable information about what and how to teach. Note that teachers obtain much of the information to answer these questions from their diagnostic assessments.



Tuesday, 25 March 2014

System of Assessments

In developing a system of assessments, is to be committed to ensuring that its measurement reflects the expectations of content, rigor, and performance that make up the Common Core State Standards. To that end,  item specifications to demonstrate alignment through alignment methodologies reflective of Evidence-Centered Design theory. That alignment begins with an understanding of the goals of aligning assessments and standards . According to Norman Webb (2002), “alignment of expectations for student learning and assessments for measuring students’ attainment of these expectations is an essential attribute for an effective standards-based education system.” DeMauro (2004) states, “Alignment activities…should be the guiding principal of test design, and item alignment studies should be sources of validity documentation, as should any studies of test content.” Clearly, there is a close connection between validity and alignment, validity addressing the appropriateness of inferences drawn from test results and alignment having to do with “how well all policy elements [e.g., expectations and assessments] guide instruction and, ultimately, student learning (Webb, 1997). This is intended to be accomplished by both being aligned to the same content standards, thereby assuring that students have had the opportunity to learn the tested material. Indeed, ESEA now requires that state accountability assessments be aligned with state content standards. Webb (1997) identifies several categories of criteria for judging alignment. One that is most relevant to the activity of developing items: content focus – specifically, how well the tests and items/tasks will address the expectations embodied in the content specifications and the Common Core State Standards. Test content alignment is at the core of content validity and consequential validity (Martone and Sireci, 2009). Because of the high stakes associated with testing , more attention than ever before has been given to test alignment. The emphasis on test content in alignment and validity studies is understandable. After all, a test is a small sampling of items from a much larger universe of possible items covering, at least in state assessments, a very broad domain. Thus, for inferences from test results to be justifiable, that sample of items has to be a good one – a good representation of the broad domain, providing strong evidence to support claims based on the test results. The structure of content and alignments within pairs of elements in that structure.


The concept of Universal Design focuses on “the design of products and environments to be usable by all people, to the greatest extent possible, without the need for adaptation or specialized design” (CUD, 1997). When applied to the development of assessment items and tasks, the concept of Universal Design aims to create items and tasks that accurately measure the targeted knowledge, skills, and abilities for all students. However, the concept of Universal Design recognizes that a single solution rarely, if ever, functions well for all users. For this reason, Universal Design also embraces the concept of allowing users to select from multiple alternatives. As Rose and Meyer emphasize, “Universal Design does not imply ‘one size fits all’ but rather acknowledges the need for alternatives to suit many different people’s needs…the essence of Universal Design is flexibility and the inclusion of alternatives to adapt to the myriad variations in learner needs, styles, and preferences” (Rose & Meyer, p. 4). When developing assessment items and tasks, the spirit of Universal Design is captured by first applying the general guidelines to design items and tasks that work well for a broad range of students and then applying the accompanying guidelines to develop adaptations that extend the ability of an item or task to also accurately measure students with specialized access needs. When applied to assessment items and tasks, Universal Design has two important implications. First, Universal Design requires item writers to consider the full range of students who are expected to be measured by an item or task and to design the item to function appropriately for the widest range of these students without adaptation. The item specifications and guidelines provide several considerations that can expand the range of students for which an item or task functions well. As an example, using vocabulary that is commonly used in school rather than vocabulary that is associated with specialized activities that may not be familiar to all students (e.g., sport-specific terminology such as “ski binding” or “putter,” hobby-specific vocabulary such as “yarn over” or “rabbet joint”) can improve the accuracy with which an item or task is able to stimulate the targeted knowledge, skill, and ability of students who are unfamiliar with such specialized vocabulary. Similarly, minimizing the use of visual materials such as figures, graphs, and maps to those cases when they are absolutely required by an item can improve an item or task’s functioning for students with visual needs and for students who have challenges processing multiple pieces of information. Second, Universal Design requires item writers to create items that support adaptations that are designed to meet the needs of specific subgroups of students. As an example, minimizing the complexity of visual materials so that they can be described verbally or represented as a tactile image supports the adaptations of that content for students with visual needs.


Valid assessment of student knowledge, skills, and abilities requires a two-way communication between an assessment item and a student that involves three critical steps. The first step in this communication process focuses on presenting information to a student in order to activate or stimulate the knowledge, skill, or ability that is the target of assessment. Second, the student is provided an opportunity to interact with content that is presented by an item as s/he applies the targeted knowledge, skill, or ability. Third, the student provides evidence about their knowledge, skill, or ability through their response to the assessment item or task. It is through this three-step process that an assessment item or task attempts to access the targeted knowledge, skills, or abilities that operate within the student. Access by Design is an approach to developing items and tasks that aims to improve the accuracy with which assessment items and tasks measure targeted knowledge, skills, and abilities by maximizing the range of students for which an item accurately stimulates the assessment target, allows the student to interact with content as they apply their knowledge, skills, and abilities, and enables students to produce responses that accurately reflect the outcome of their thinking. Maximizing the range of students for which items and tasks provide valid measures of the target of assessment involves a three-step process. The first step, which is a core component of Evidence Centered Design, is to clearly define the knowledge, skills, and/or abilities that are the target of assessment. The use of the term “assessment target” to refer to the knowledge, skills, and/or abilities that are the target of assessment. When defining an assessment target, it is critical to clearly articulate the knowledge, skill, or ability that is intended to be measured. As part of this process, it is important to consider what knowledge, skill, and ability the student must bring to the item in order to succeed, and what knowledge, skills, or abilities are not intended to be measured. As an example, a mathematics item that asks student to perform addition with two digits in the context of a real-world problem might require the student to bring to the item knowledge of addition, knowledge of the number system, and an ability to relate real-world situations to appropriate mathematical operations. However, this item might not intend to measure a student’s ability to read print-based text. Clearly defining assessment targets and carefully considering what is and is not intended to be measured is an essential first step in maximizing the validity of assessment. The second step focuses on applying principles of Universal Design to the design and authoring of the content that forms each assessment item and task. The third step involves providing extensions to assessment content in order to better meet specific accessibility needs. One example of an extension is specifying how text-based content is to be presented in braille form. Key to providing extensions, however, is careful consideration of whether accessibility supports provided through an extension infringe on the knowledge, skills, and/or ability that is the target of assessment. When this occurs, students may be better able to access the item, but the item no longer provides a valid measure of the assessment target. Together, the application of principles of Universal Design and the use of extensions designed to meet specific access needs are the foundation of Access by Design. While the goal of applying principles of Universal Design is to develop items that function well for all students, the Access by Design model recognizes that extensions to item content may be necessary to maximize the range of students for which an item or task accurately measures the targeted knowledge, skills, and abilities.


Performance Tasks in their Race to the Top application as follows: [Performance tasks]…will provide a measure of the student’s ability to integrate knowledge and skills across multiple [content] standards — a key component of college- and career readiness. Performance [tasks] will be used to better measure capacities such as depth of understanding, research skills, and complex analysis, which cannot be adequately assessed with [selected response] or constructed response items. (p. 42). I has identified the essential characteristics by specifying a performance task must:
• Integrate knowledge and skills across multiple content standards or English language arts strands/mathematics domains;
• Measure capacities such as depth of understanding, research skills, and/or complex analysis with relevant evidence;
• Require student-initiated planning, management of information and ideas, and/or interaction with other materials;
• Require production of more extended responses (e.g., oral presentations, exhibitions, product development), in addition to more extended written responses that might be revised and edited;
• Reflect a real-world task and/or scenario-based problem;
• Lend itself to multiple approaches;
• Represent content that is relevant and meaningful to students;
• Allow for demonstration of important knowledge and skills, including those that address 21st century skills such as critically analyzing and, synthesizing media texts;
• Focus on big ideas over facts;
• Allow for multiple points of view and interpretations;
• Require scoring that focuses on the essence of the task;
• Reflect one or more of the Standards for Mathematical Practice, Reading and Writing (or Speaking and Listening) processes; and
• Seem feasible for the school/classroom environment.

In short, performance tasks should:

• Integrate knowledge and skills across multiple claims and targets;
• Measure capacities such as depth of understanding, research skills, and/or complex analysis with relevant evidence;
• Require student-initiated planning, management of information/data and ideas, and/or interaction with other materials;
• Reflect a real-world task and/or scenario-based problem;
• Allow for multiple approaches;
• Represent content that is relevant and meaningful to students;
• Allow for demonstration of important knowledge and skills, including those that address 21st century skills such as critically analyzing and synthesizing information presented in a variety of formats, media, etc.;
• Require scoring that focuses on the essence of the Claim(s) and Targets for which the task was written. Scoring rules are described in detail in the Performance Task section of the content-specific item specifications documentation;
• Be feasible for the school/classroom environment.

Wednesday, 26 February 2014

Tablets are coming to a school near you

Improving mathematics learning is a major educational challenge. It is predicted that schoolchildren across the developed world, will soon have personal Tablet computers with the potential to support learning. The scope for improvement in mathematics learning support is examined from several related viewpoints: previous contributions of Information Technology, including PC labs for mathematics classes; IT innovations children themselves adopt; an analogy between office work and classroom learning; individualised learning environments such as SMILE; and alternative classroom configurations. The potential of personal Tablet computers as a learner’s interactive textbook, notebook, test-paper and progression-record and as a teacher’s class management tool is outlined.


Maths Education has an elephant in the room: by lower secondary half our schoolchildren “can’t do maths”. But it gets worse- because,  most of the half who can do maths won’t (Brown 2008). This article considers the possibility of improving the mathematics classroom as a learning environment from several viewpoints and relates these to the potential contribution of Tablet computers. These viewpoints are: earlier contributions of information technology (IT) to education; IT innovations that children adopt; an analogy between office work and classroom learning- comparing a paperless office with a paperless classroom; comparing mathematics learning with learning in laboratory subjects such as physics; some pros and cons of an individualised learning
environment; alternative classroom configurations; and a Tablet’s potential as an individual learner’s interactive textbook and notebook and test-paper and progression record.


Happenings around predicts yet another wave of IT innovation is about to wash over our schools (there have been so many- including calculators, graphing calculators, PC labs, programming in Basic or logo, Excel spreadsheets, Interactive White Boards (IWBs), interactive maths learning software such as Geogebra, Integrated Learning Environments) and considers whether this one could make a significant difference to maths learning. IT has permeated education at all levels and the easy victories have used software technology developed outside education- for administration of student records and Internet access to stored knowledge. Technology specifically for education is expensive (because relatively small numbers are sold) and sometimes
counter-productive- thus automated testing can dumb-down learning and IWBs can encourage teachers to do presentations rather than teach (and maths is essentially a learn-by-doing subject). Networked PC laboratories (labs) are now common in schools but, because of their cost, they are scarce resources typically with limited timetabled access for each class. Can we say with any confidence that any of these IT innovations have helped improve mathematics learning significantly? So should we be optimistic about the prospects for yet another wave of technological innovation in the mathematics classroom?


The current generation of schoolchildren love their mobile phones. For many they are their most precious possession and the centre of their social lives. School children across the developed world have wholeheartedly adopted mobile phone technology and the whole culture of rich inter-person intra-group communication at-a-distance that has been developed on top of this technology- replacing those sparse at-a-distance communication practices: note and letter writing and land line phone calling. It is striking what accomplished electronic communicators and users of “apps” children have become in a rather short time.


Tablet computers, like the iPad, are currently interactive communicator and book-reader toys for adults. But they are an imminent second wave of “must-have” technology for schoolchildren. Their large screens (about 10 inches diagonally) and large memory (16 GBytes minimum) and similar processing power to Netbook PCs differentiate them from mobile phones and give them a different IT dimension: they are not just communicators, they are computers- with all that fact implies. iPad the market leading Tablet is predicted by Gartner forecasts, quoted by Halliday (2011), to sell about 48 million iPads worldwide in 2011. This is a near fourfold increase on 2010 and about 70% of the market. The main competition will come from Tablets running Google’s Android operating system. In 2015 sales of Tablets like the iPad are predicted to be about 300 million units- half iPads and half running Android. As more companies offer iPad clones, and assuming production can keep pace with demand, prices will surely fall from the current level of £400+ towards £100+ and at this level every schoolchild in the developed world will want one and probably get one. The cost of ownership of Tablets like the iPad should be lower than for PCs, since Tablets are inherently more reliable than Laptop PCs because of the absence of moving parts (the major source of hardware unreliability): no hard drive, no physical keyboard, minimal connectors and because, hopefully, of a lesser vulnerability to malicious software. Without a hard drive they rely on access to data stored elsewhere- a networked server or remotely “in the Cloud” but for mathematics learning at least, their memory should be much more than adequate.


Nowadays most secondary schoolchildren are familiar with computers and know how to use them. Experience elsewhere in education shows that all learners having their own PCs is not a sufficient condition for learning to occur. Thus, for several years now, university business school students have all had their Laptop PCs- and proudly carried them everywhere around the campus. I asked a colleague what they use them for and he replied “email, games, and social networking, although of course they do use them for Internet research and word processing for their essays”, but the PCs are not used to support learning in any more direct or organised or intensive way than this. Why is this?



Compare this situation with the organised use of PCs in office work in the world at large, where nowadays there is a PC in front of every worker and every manager. The software on each worker’s PC presents her with a succession of tasks and affords her some autonomy in carrying them out, and records progress. The manager’s software monitors workers’ progress and alerts her when difficulties- either particular to one of the workers or more generally across her team- occur and need her attention to resolve. An analogy between work in an office and work in a classroom is obvious: Schoolchildren are learning workers and Teachers are class managers. The change, from a more traditional paper and voice-communication-based office to the modern office organisation with its large scale adoption of IT- a PC in front of every worker and every manager, has occurred quite recently and was achieved across the developed world in a very few years. The outcome has been greatly increased productivity. The roles and interactions of managers and workers have changed significantly but not out of all recognition. There is considerable variation in tightness of management control and degrees of worker autonomy and having some workers based at home, at least for part of each week, is not unusual. Despite quite heavy investment in IT, the organisation of the traditional
learning environment- the secondary school classroom particularly- has changed very little: desks in rows, children writing on paper, teacher up the front- although maybe with an IWB. The driver for reshaping office work was improved productivity. The analogous benefit in education would be improved learning. It is tempting to assume that given the right conditions it would occur.


Mathematics education has been willing to expand its comfort zone and see itself as a lab subject, rather like physics, with classes timetabled as theory, held in an ordinary classroom, or practical held in the PC lab. How valid is the physics analogy? In physics the purpose of the labs (besides teaching laboratory techniques) is for the students to perform milestone experiments: no sound in a vacuum, a prism splitting white light into a spectrum of colours, etc. By analogy a mathematics lab can demonstrate Pythagoras theorem or the graphical solution of simultaneous equations. But the analogy is false. Mathematics is a thinking-and-doing subject with the two actions intimately bound together, whereas in science education a separate presentation of theory and experiment is appropriate: the experiments show the theory has been tested and hence validated. School mathematics has its theory too- its collection of rules- like the associative and commutative laws- but it is much more about developing practical knowledge of mathematical language: how to write it and how to use it. (A mathematics lab has more in common culturally with a modern language lab than a physics lab- except that maths is a written language and language labs have, hitherto, emphasised the aural form.) Because mathematics is a thinking doing subject, timetabled mathematics laboratory classes are counter-cultural: every maths class ought to be a laboratory class, but unfortunately the technology has so far
been too expensive for this to be a reality.


The modern version of the traditional arrangement of a mathematics classroom has the teacher in front of an IWB facing her class seated in rows of desks. A class teacher’s time is a scarce resource and so the class is likely to be a set of children of similar maths attainment level, thereby ensuring a small spread of attainment so that whole-class teaching, aimed at the median attainment level, will (hopefully) result in the bottom quartile keeping up and those in the top quartile not getting bored. Whole class teaching apparently makes efficient use of the teacher’s time. But where this means the teacher is talking and the children are (hopefully) listening, it may not be the optimal way to promote mathematics learning. Learning has a social dimension which can be harnessed in various ways, for example by group projects and by encouraging the children to talk to one-another about their work. The traditional classroom configuration favours the whole-class working in concert, and individuals getting occasional tuition, but it hampers small group interactions.


SMILE: Secondary Mathematics Independent Learning Experience (Gibbons 1975) was widely used in many schools, mostly in the London area the from the 1970s tothe1990s, and is still used, at least partially, in a few schools. SMILE is a system for management of whole-class mathematics learning, while accommodating the needs of individual learners. Learners perform a series of individually allocated mathematical tasks, organized by topic and attainment level, and individual progress is recorded by the class teacher on a grid. Individual allocation of tasks allows children in a class, who have a range of levels of attainment across different topics, to learn mathematics concurrently. The individual tasks have been validated, and in many cases developed, by a generation of dedicated mathematics teachers, who effectively formed a SMILE development cooperative. For each SMILE task there is a printed Card describing the task and a Box containing the materials needed- playing cards, dice, or whatever. Detailed accounts of SMILE in operation at two schools are recorded in (Bartholomew 2001). The SMILE archive (STEM 2011) contains descriptions and materials for about 2,000 distinct Tasks. SMILE has five components. Two of them: the Database of Tasks and the Grid or Matrix for recording the progress of each child in the class are paper-based. The third is the provision of physical resources- “SMILE Boxes” for tasks. The fourth is a “next-task allocator”- not customarily identified so explicitly: it is expert knowledge stored in the heads of experienced SMILE teachers. The fifth is provision for the child to talk about her task- to the teacher or other learners- to reinforce and extend what is being learned. The strength of SMILE is it treats learners as individuals, its weakness is the substantial learning curve for new teachers while they acquire next-task allocation experience.


Ideally a class teacher should be able to optimally allocate the scarce resource which is her time, between the whole-class, small groups, and individual learners. SMILE includes small-group tasks and, in schools where SMILE was established, mathematics classrooms were likely to be furnished with tables- the children working facing inwards- rather than sitting at the traditional rows of front-facing desks (Bartholomew 2001). The SMILE experience shows teachers are willing to adopt a non-traditional classroom arrangement, to facilitate all forms of teaching, if this is approved in their school. A number of universities (City and Durham for example) have installed ITequipped facilities for small group interactive working- semicircular tables so that a group can cluster round a laptop PC and with a larger screen display along the straight edge. A networked classroom version could be configured as a hollow square with these small groups around three sides and the teacher’s table and IWB on the fourth side: a form of PC lab optimised for small group working.


A wireless networked Tablet in front of every child in every mathematics class would be more affordable than PC labs, especially if the children used their own Tablets (and why wouldn’t they want to?). But even if the school had to fund the Tablets- at about £100 for the whole of each child’s time in secondary education- together with a wireless intranet for the school and a PC for the school server, this would be significantly cheaper than conventional PC labs.


Hitherto, much learning software has been expensive. In contrast with hardware, software costs are all in the development- replication and distribution cost is negligible. Thus the cost of software is amortised over the numbers sold. The annual student cohort in this country exceeds half a million and is an order of magnitude more across Europe and similarly across the English speaking world and more again across the rest of the developed world. This is relevant because the problem of adequate mathematics learning is trans-national and so is the language of mathematics. The annual student numbers are enormous, so if standards for mathematics learning software for Tablets were developed, the prices could be essentially zero and the cost of lifetime-ownership of a Tablet for mathematics learning would be no more than for the Tablet hardware and operating system plus a share of the networking costs.


A Tablet’s functionality potentially allows it to behave as a paperless combined textbook/notebook/test-paper/progress-record. Because of the Tablet’s communicating and storage properties the textbook can be downloaded from the school server and then stored for use as needed. Because of the Tablet’s interactive property, the textbook can also function as a notebook- the learner’s working being entered in the appropriate place in the textbook in response to the latter’s prompting. Because of Tablets’ communicating ability, at a time when a test is due it can appear on the screens of the whole class- to be whisked away to the teacher’s or examiner’s machine for marking at the end of the test period. The progress/recorder allows all work attempted to be automatically logged and all marks awarded to be automatically entered from the teacher’s machine.


With children’s Tablets in front of them all the time, all mathematics classes are laboratory classes, and with wireless networking there are no constraints on classroom organization. So much for the learners’ Tablets. Teachers Tablets would have class management software, would be able to monitor the progress of every child in the class and could include a task allocator to facilitate support of individualized learning as in SMILE. And the classrooms would be paperless.


The issue addressed by this article is whether Tablets can improve maths learning. We have seen that a Tablet PC in front of every child in maths classrooms should be affordable and could make classroom learning more, but differently, organized and more intensive. Whether such improvement in efficiency in the classroom together with other kinds of support for learners and teachers, potentially offered through the interaction, communication, display and storage properties of Tablets, will help overcome the barriers to learning mathematics so many children seem to have, remains to be seen. We should be optimistic. There is a little time before the wave of Tablet-owning children arrives in our schools. It would be good to get ahead of the game- by using this time for some trials.





Wednesday, 29 January 2014

School Evaluations/Reviews

Financial pressures in the 1980s and early 1990s led to system-wide evaluations by administrators and consultants who were especially concerned about cost effective achievements in schools. These pressures were very evident for both public and private schools. There have also been increasing concerns about student performance in core subject areas and this has led to system-level  evaluations. Performance testing in literacy at specific age levels as well as testing in core subjects is now common in many countries. In most countries individual schools receive details of their students’ results and so school-level evaluative data are also available.


The development of curriculum frameworks and standards, couched largely as outcome statements, provides a major opportunity for systems to evaluate the performance of their respective schools. Thus, in many systems annual reports have to be submitted by individual schools together with external evaluations over longer periods, usually triennial. It is in the self-interest of many schools to undertake their own school-level evaluations and to use the results to target their market share of students. School-level evaluation, whether defined in terms of accountability or standards of performance, is a major focus for schools in the twenty-first
century.


‘Evaluation’ is a process of collecting and communicating information and evidence for the purpose of informing judgement and ascribing value to a particular programme (Simons, 1987). It can refer to small-scale activities involving a very limited number of clients (such as a teacher and his or her class) or to massive large-scale studies involving many schools and teachers (and other interested parties such as parents and community members). Neve (2001) examines the relative advantages of external school evaluation (for example by OFSTED inspectors in the United Kingdom) where the emphasis is upon accountability, setting standards and benchmarks, and internal school evaluations where the emphasis is upon self-evaluation, empowerment evaluation, reflection and the professionalization of teachers.He argues the case for a combination of external and internal evaluation. Specifically, external evaluation can:

stimulate internal evaluation – to motivate persons and organizations to do internal evaluation;
expand the scope of internal evaluation – by providing benchmarks and comparative data;

legitimize the validity of internal evaluations. Further, internal evaluations can benefit external evaluations by:

expanding the scope and examining unique elements;
improving the interpretation of findings;
increasing the utilization of the evaluation results.

McGehee and Griffith (2001) and Visscher (2001) acknowledge that large scale evaluations are becoming an important part of the education culture. Fullan and Earl (2002) undertook a large-scale evaluation of the National Literacy and Numeracy Strategy in the United Kingdom and noted that it is a prime example of the intricacies of national reform. Ainley et al. (2002) noted the renewed interest in large-scale evaluation in Australia with regard to literacy and numeracy.


School-level evaluation as part of the general field of evaluation can be undertaken as a small-scale or large scale activity. Skilbeck (1982) supports the use of small-scale activities rather than elaborate, comprehensive, managerial evaluations, and suggests that they should be at the level of ‘intelligent forms of reflection on experience, self-appraisal and forward thinking’. In his opinion, educators often amass vast quantities of unmanageable data, and this should be avoided by being quite clear about such questions as:

What do I need to know about this activity?
How can I most economically find out?
How can I use what I know?
What do I need to make known to others?


School evaluation differs from other kinds of educational evaluation in that it focuses upon how teachers and students interact over a particular curriculum or syllabus at one school site. It is not just an analysis of how students perform in a teaching/learning unit, nor is it just an analysis of the lesson plans which teachers use in instruction. Rather, school evaluation involves an examination of the goals, rationale and structure of teachers’ curricula, a study of the context in which the interaction with students occurs (including parent and community inputs) and an analysis of the interests, motivations and achievements of the students’ experiences. School evaluations also focus on the needs and interests of the constituent groups involved in the school community. Particular interest groups operating at the school level, mainly teachers, administrators, students and parents, may have very different views about the purposes of schooling. Consequently,  evaluation studies have to reflect different orientations and not give undue emphasis to single dimensions such as the behaviour of individuals (students), an analysis of materials, or the behaviours of a school as a social institution. Rogers and Badham (1992) suggest that school evaluation is about accountability and development. Accountability is crucial to prove quality – to ensure that standards in a school are rising. Development is also most important because it establishes a positive staff climate – staff are more aware of the data that needs to be collected as an aid to certain developmental goals.


Wilcox (1992) emphasizes the developmental aspect also,along with four other important aspects of curriculum evaluation: 

1. It is based on evidence which is systematically collected.
2. The evidence is seldom unambiguous and therefore needs to be interpreted.
3. Judgements of value are made about the entity being evaluated and its effects.
4. It is action oriented, intended to lead to better practices and policies.


The two fundamental questions to be answered before considering any evaluation are:

1. Why do you want to evaluate?
2. What do you want to evaluate?


In large-scale studies, the purposes of evaluation are usually related to policy concerns at the head offices about the widespread implementation of programmes into an entire school system. At the local school level, evaluation activities may be undertaken for a multitude of highly personal reasons. These could include:

concerns about providing better teaching and learning for students within a particular school community;
the need to examine the impact of a new programme or organizational processes;

. collecting and presenting information from teachers and administrators, students and parents
. analysis of information collected and making judgements
. strategic planning
. development – improving quality
. accountability – proving quality

the need to substantiate the value of a particular programme or organizational structure to parents and/or to local business; 

response to dissatisfaction expressed by individual teachers or a group/ association. When establishing purposes of evaluation at the school level it must be realized that any teaching situation brings about some unintended outcomes. Any comprehensive evaluation study must therefore provide for the collection of data on side effects and unintended learnings. Because evaluations at the school level rely upon conviviality and cooperation, it is essential that disparate motivations such as those listed above are discussed by staff who, in a series of informal and formal meetings, may come to a consensus about what are the most important purposes for them in doing the evaluation (Thornton, 2001). Simons (1987) argues that one of the best ways to develop effective curriculum practices is to grant schools the authority to formally evaluate in addition to external agencies. However, in many cases individual schools cannot avoid external accountability forces – they are the driving force above and beyond the personal needs of a school community.


As an example, all government primary schools operating in Western Australia are required, under the School Accountability Framework: to produce, in partnership with their school community, a school plan setting out their objectives, priorities, major initiatives and evaluation measures;

to assess their performance in terms of standards of student achievement and the effectiveness of the school;
to make available to the public and to the District Director a School Report that describes the school’s performance;
to be accountable for the performance of the school – school staff to the principal and school principals to the District Director (Department of Education, 2002a, p. 5).


Yet, the accompanying documents for schools are couched in the language of ‘self-assessment’ and schools are encouraged ‘to see this document as a resource to augment their existing self-assessment practice’ (Department of Education 2002b, p. 8). Further, there is some scope for schools to select particular themes and a choice of tools. 


In the terms of Schwab (1969) these factors are ‘commonplaces’ of curriculum and consist of ‘learner’, ‘teacher’, ‘subject matter’ (curriculum) and ‘milieu’. Any evaluation activity must necessarily examine the impact and interaction of these elements. The sources of information about these four commonplaces can vary considerably. For example, information about the school milieu might be obtained from parents, community members and employers; information about the subjects taught at school might come from school administrators, external subject specialists, publishers, superintendents and parents. The range and choice of sources of data relates back to the purposes of the evaluation, the scale of the activity, the time and funds available. Once the focus of an evaluation has been determined, it is then possible to plan the kinds of information needed. For example, the evaluators may decide that information about students should include data about their previous academic levels, ongoing information about their class performance and interactions
with the teacher, and information about their achievements. This type of information is obviously collected at different time periods and the examples listed above refer to all three types of data: that is, diagnostic data collected prior to the beginning of a curriculum unit to find out interests and achievement levels of students; formative data collected during the teaching of a unit to pinpoint aspects of the teaching that are mismatched and not being successfully implemented; and summative data, which are collected at the completion of a unit and focus upon specific student outcomes and achievement levels.


Techniques that can be used to collect diagnostic, formative and summative data about students are included . Similar techniques can be used for collecting information about teachers and teacher–student interactions.
Collecting evaluative data about teachers requires considerable support and goodwill. George et al. (1998) highlight some of the problems and issues. They suggest that the ideal situation is for teachers to work in peer panels comprising three to five teachers. The important considerations are that:

they choose each other and there are no superordinate–subordinate relationships;
matters that are discussed are private to them but generally focus upon skill development;
they agree to meet regularly, ideally once a week;
they give low-inference feedback to each other (observe/record/report).


They do not make high-inference judgements as this would interfere with their peer relationships. As  teaching-partner observer or peer panels can use a variety of techniques to collect useful data over the various phases, ranging from informal observations to rating systems to the use of interviews and questionnaires. Self-reflection and analysis are extremely valuable activities for all teachers and especially important for school-level evaluation (Wroe and Halsall, 2001). Schon (1987) refers to the need for teachers to be reflective practitioners. He focuses specifically upon how and why teachers should reflect upon their
experiences.


The evaluative techniques can be used both in terms of self-evaluation and using a teaching-partner or peer panel. However, the most common techniques include some form of written recording sheet (e.g. keeping a diary) and a variety of observational techniques. Diaries represent a ‘shorthand’ method of recording the significant happenings of a teacher’s day. It is recommended that diaries should concentrate on one or two aspects that are considered most important. Points that may be useful as foci for diary entries include such questions:


Is my teaching behaviour having the desired effect in classroom management?
Has a particular seating arrangement encouraged the desired behaviour from the students concerned?
Has a particular teaching strategy improved the performance of a specific group of students?
Is a special project being positively accepted by the class or is there a lack of interest?


Observation is a direct, systematic way of determining what is happening in the classroom. Observations of classrooms can often be very revealing! For example, the literature contains examples of teachers who have complained that certain students in their class do not contribute to their lessons. However, observations by colleagues revealed that these same teachers did not encourage the students in question to participate and in some instances prevented their interaction with other students. There are often massive discrepancies between what teachers state they are teaching compared with what actually occurs in classrooms.


Several alternatives are available for the classroom teacher who wishes to collect his or her own observational data. These include using audiotaping or, if resources are available, videotaping. Student observations can also be sought via informal discussions and interviews or by the use of checklists and questionnaires. It should be clear that self-evaluation techniques for the teacher are fairly limited, and that far more data, including important additional perspectives, are available if colleagues on a school staff assist each other cooperatively with their evaluation activities. However, this requires colleagues to collect data about each other and to submit themselves to self-reflective activities. The challenge may be troublesome for some teachers unless peer panels (as described above) or similar pairings are organized. It is suggested that if teachers are willing from the outset to collect evaluative data about their own activities and their colleagues, then the feedback they obtain will enable them to be more successful and presumably more fulfilled.


There are, of course, many hidden assumptions involved in all this. Not all colleagues will want to submit themselves to all of the types of data collection and to peer and panel procedures. Teachers in a planning group have to be sufficiently empathic toward each other to accept feedback even if it is low-inference feedback. The kinds of evaluative activities, therefore, have to be carefully negotiated with the individuals concerned. Some readers might consider that the types of self-evaluation are too superficial and are likely to
lead to over-concentration upon the frequency of occurrence of activities rather than the quality of the actions. Also, time constraints are often so pressing that it is not always feasible to undertake many, if any, of these evaluative activities.


A combined qualitative/quantitative technique, which is widely used in the USA, in the United Kingdom and in other European countries (Visscher, 2001) is the performance indicator (see Figure 11.4). These can be directed specifically at teacher performance (especially teacher competence tests in the USA), at student performance (e.g. the General Achievement Test in Victoria, Australia) or at school-wide issues. Performance indicators are linked directly to specific objectives or goals for a school programme and are intended to indicate the extent of progress made towards a specific objective. Rogers and Badham (1992) suggest that performance indicators should be capable of being collected on several occasions over a period of time. 


Depending upon the size and scope of school-level evaluation, persons involved may be a team of one or two external experts, the entire school staff (together with selected school council members) or just one classroom teacher taking up the role of an evaluator. The US evaluation scene is normally dominated by the experts who are hired as consultants to evaluate school district programmes and similar large-scale activities. The literature on evaluation contains numerous references to the characteristics of ‘good’ evaluators (Simons, 1987; Popham, 1995; Wood, 1991) and includes such attributes as technical competence, personal integrity and objectivity.


External, full-time professional evaluators are not very evident on the Australian scene. External evaluators, as members of a team to undertake  school evaluations, are found in all states but they are mostly experienced teachers and school principals who serve on evaluation panels for short periods of time, including site visits of one or two days. In the United Kingdom, the Office for Standards in Education (OFSTED) has recruited a wide range of registered inspectors and inspection contractors who are in turn subject to inspection quality audits (OFSTED, 1997). Internal evaluators, by contrast, are persons who are involved in, and responsible for, duties in a specific school. A pair of teachers in a primary school or a small team of teachers from within a subject department at the secondary school level, might undertake small-scale evaluation activities. These individuals may turn to external experts for particular forms of assistance – for instance, in designing the appropriate data-gathering instruments, or in developing appropriate criteria for validating the evidence. On occasions, school staff may be able to obtain small grants to employ external consultants for particular tasks, such as initiating the evaluation exercise, coordinating the diverse activities or collecting some of the data (e.g. observing teachers in the classrooms). Checklists of specific questions are a very useful way of providing evaluators (individual evaluator or a team) with the necessary guidelines.


The management of schools, system wide or individually, brings attention to bear on performance issues and matters of evaluation. Various stakeholders want information about achievements (especially in terms of the students, teachers, subject matter and milieu) to justify the substantial financial expenses. In addition to accountability reasons, participants in a school community need to ‘sample the temperature’ of what is going on so that development plans can be targeted to areas of need. There are a range of techniques available for obtaining evaluative data about teachers, students and the milieu. However, if participants at a school are not committed to regular evaluation activities and are not willing to produce developmental, strategic plans based upon evidence obtained from these evaluations, little can be achieved.


Reflections and Issues


1. ‘Evaluations are designed increasingly to be used, to accompany or initiate changes in schools and central offices’ (Rogers and Badham, 1992). Do you agree? If this is the case what are the implications for the time taken and who initiates the evaluation?

2. ‘‘‘Value-added’’ measures indicate the educational value that a school adds over and above that which could be predicted given the backgrounds and prior attainments of the students within the school’ (Hill, 1995, p. 6). What are some exam ples of value-added measures? Comment on their potential successes and problems.

3. ‘In the last ten years we have witnessed a rapid growth in school self-evaluation models and practices . . . What is least clear and most controversial in this range of activity is who has control of the process, who has access to any product that emerges and whose interests are served’ (Simons, 1987, pp. 319–20). What groups do you consider are controlling school evaluation processes? Are you aware of successful evaluation efforts? What do you consider are some of the major inhibiting factors?

4. ‘Evaluation can be a constructive process leading to stronger professionalism, but only if teachers grasp the opportunity for reflection and growth that it presents.’ (Granheim, 1990, p.1). Do the evaluation approaches with which you are familiar allow teachers to ‘reflect and grow’? What are some important safeguards you would propose to allow this to happen?

5. ‘In the final analysis the evaluator’s role is to assess the educational quality of the curriculum policy or program. But (s)he can still do this democratically through dialogue and discussion with a variety of interest groups, including practitioners. Through such dialogue an evaluator can deepen and extend his or her own understanding of the nature of educational values and how they can be best realised in particular contests’ (Elliott, 1991, p. 231). How important is the dialogue and discussion between interest groups in a school evaluation? What techniques can be used to achieve it? Elaborate upon some of the restrictions.

6. ‘Evaluation is a form of inquiry whose end product is information. Information is power, and evaluation is powerful.’ (Guba and Lincoln, 1989, p. 56). Can school evaluations be powerful? Which stakeholders are most affected by school evaluations? How can their needs be communicated and respected? Use examples to illustrate your point of view.

7. The Education acts be legislated for the local management of schools. ‘Any school which seeks to use management information effectively for planning purposes will need to devise systems for integrating a review of: 
. curriculum delivery and pupil outcomes;
. staff appraisal and development;
. use of finance and other material resources (Rogers and Badham, 1992, p. 85).
Describe how you would plan an integrated evaluation of these elements. What might be some potential constraints?


Monday, 20 January 2014

Curriculum Theorizing

Over the years, curriculum theorizing has not advanced steadily. Over the last decades of the twentieth century, scholars grappled with vexing questions such as: ‘What is curriculum theory?’, ‘How might we obtain one?’, ‘What is one good for?’ (McCutcheon, 1982), ‘Can an example be found?’ (Kliebard, 1977).
The answers to these questions have been many and varied, and they have revealed differences in basic assumptions about what counts as valid curriculum purposes and content. On one hand, Westbury (1999) contends that these are not relevant questions at all, since the day-to-day reality of schools revolves around much less lofty and idealistic questions, such as: ‘What might we want to do in this here-and-now world?’ and ‘How can or might we begin to do it?’ (p. 357). On the other hand, curriculum specialists such as Giroux (1991) and Ornstein and Hunkins (1993) contend that we have to construct new vocabulary and new terms or metaphors if we are to make any advances.


Certainly, new approaches, with new terms and metaphors, began to be developed during the 1970s. Whether they offer increasingly promising insights and directions is problematic. John Dewey’s remark in the 1920s that in curriculum matters we are still ‘groping’ may be equally pertinent today. Jackson (1992) has observed that the curriculum field remains ‘confusing’. Wright (2000) contends that at the beginning of the twenty-first century curriculum theorizing is still highly contested and in a state of flux.


The frustration for curriculum writers is that, although the conceptualizing of curriculum theories still eludes us, the potential use of curriculum theories is very clear. Appropriate curriculum theories (if we had them) could guide the work of teachers, policy-makers, administrators, and anyone else involved in curriculum planning and development. They would help researchers analyse data and provide a much-needed impetus and direction for curriculum research with the benefits flowing on to classroom teachers. One approach is to attempt to establish the key questions that need to be answered by a curriculum theory. For example, Kliebard (1977) suggested that the fundamental question for any curriculum theory is: ‘What should we teach?’ This question then leads us to consider other questions, such as:

Why should we teach this rather than that?
Who should have access to what knowledge?
What rules should govern the teaching of what has been selected?
How should various parts of the curriculum be interrelated in order to create a coherent whole?


Beyer and Apple (1998), Posner (1998) and Ross (2000) extend this list to include broader, more politically sensitive questions:
What should count as knowledge? As knowing? What does not count as legitimate knowledge?
Who defines what counts as legitimate knowledge?
Who shall control the selection and distribution of knowledge?


Another possible approach to curriculum theory is to abandon ambitious plans for producing all-embracing curriculum theories and to concentrate on models of curriculum. Vallance (1982) and Posner (1998) advocate the development of models of curriculum and suggest that models, although they may lack statements of rules and principles that theories include, can identify the basic considerations that must be accounted for in curriculum decisions and can show their interrelationships.


Yet another solution, and one that has been proposed by many recent curriculum writers, is ‘to shift focus from the end product (the curriculum theory) to the process by which a theory is sought (the process of theorizing)’ (Vallance, 1982, p. 8). Although theorizers are apparently involved in activities; the outcome of which is the completion of a theory, their real involvement is actually with the processes of arriving at such an outcome. Theorizing is thus a general process involving individuals in three distinct activities:
being sensitive to emerging patterns in phenomena;
attempting to identify common patterns and issues;
relating patterns to one’s own teaching context.


If theorizing is defined in this way, then it can-and should be undertaken by all persons with an interest in curriculum, including teachers, academics and members of the community (Brady, 1984). Teachers in their daily work attempt to become increasingly sensitive to what is significant in their own classrooms and to establish some appropriate framework or orientation to guide what they do (Schubert, 1992). Academics, even though their primary motive may be to theorize in general rather than to guide teaching specifically, still interpret their experience with specific examples or episodes of teaching and attempt to identify patterns that may prove useful in orienting actions. In this way, the traditional dichotomy of theory–practice disappears since all now become practitioners who theorize about their teaching–learning experiences.


To understand what has been achieved in curriculum theorizing over the decades it is necessary to categorize the contributions. Three broad categories are used here to demonstrate different emphases, namely:


1. Prescriptive theorizers. This group attempts to create models or frameworks for curriculum development that improve school practices. Many members of this group have, in fact, held the belief that finding the best way of designing curricula will lead to the best possible curricula for schools. Ralph Tyler and Hilda Taba are members of this group.


2. Descriptive theorizers. This group attempts to identify how curriculum development actually takes place, especially in school settings. The idea is to understand the various steps and procedures in curriculum development and the relationships among them. Decker Walker and Joseph Schwab are members of this group.

3. Critical-exploratory theorizers. This group attempts to understand deficiencies in past practices of curriculum development and to replace them with more adequate practices, particularly by considering curriculum in the broadest possible intellectual and social contexts. This group looks at curriculum in terms of its diversities and continuities, emphasizing what curriculum has been, is, and might be. Elliot Eisner and William Pinar are members of this group.


Prescriptive Theorizers: Creating the Best Curricula Possible Up until the 1960s nearly all theorizing about curriculum development focused on ways to improve practices in schools. The major problem with most of these prescriptive approaches was that they assumed the characteristics of traditional, bureaucratized schools to be givens. Therefore, they rarely questioned – and thus frequently served to support existing educational, social, and political systems.


Some specialists worked closely with laboratory schools located on university campuses. Others were involved in major studies of schools or with major curriculum development projects. As a consequence, they wrote directly out of their experiences with specific schools. Hlebowitsh (1999) describes the common concern of these specialists for the improvement of school systems as ‘dedicated to offering curriculum development frameworks centred on using the school for the maintenance and improvement of the public interest’. Yet, other commentators have seen these endeavours much less positively, describing them as ‘control mechanisms’ (Perkinson, 1993), ‘traditionalist’ (Pinar, 1978) and ‘quasi-scientific’ (Apple, 1979).


Tyler is often quoted as a major figure of the prescriptive theorizers. In the 1940s, Tyler worked at the University of Chicago and produced an approach to curriculum planning that was subsequently published in 1949 as Basic Principles of Curriculum and Instruction (Tyler, 1949). The book has been widely used over the decades in many countries and is a fine example of common sense and clarity.


Tyler describes in his book a number of principles that have come to be known as the ‘Tyler rationale’. Tyler argues that his book is not a prescriptive approach – it is not a manual for curriculum construction since it does not describe and outline in detail the steps to be taken by a given school or college that seeks to build a curriculum (p. 1). He goes on to state that it is merely ‘one way of viewing an instructional program’, and ‘the student is encouraged to examine other rationales and to develop his own conception of the elements and relationships involved in an effective curriculum’ (p. 1). Yet it is also fair to say that Tyler’s book does describe various steps in some detail and it does have an air of prescription about it. Many educators have used and continue to use it as a manual for curriculum planning (Hlebowitsh, 1992).


Tyler’s model states how to build a curriculum. He argues that there are really four principles or ‘big questions’ that curriculum makers have to ask . These questions are concerned with selecting objectives, selecting learning experiences, organizing learning experiences and evaluating. For Tyler, these questions can be answered systematically, but only if they are posed in this order, for answers to all later questions logically presuppose answers to all prior questions.


Despite certain ambiguities about how to select objectives and how to use some sources of data, the Tyler rationale encompasses most of our basic concerns about curriculum (Walker, 1990; Hlebowitsh, 1992, 1999). Many other approaches have been based on Tyler. The excesses of some of these have been criticized, but there has also been a tendency to criticize – perhaps fairly, perhaps unfairly – the Tyler rationale itself.


In reflecting on curriculum in 1975, nearly 30 years after the publication of his rationale, Tyler summed up what he thought his approach was about:

[Curriculum planning is] a practical enterprise not a theoretical study. It endeavours to design a system to achieve an educational end and is not primarily attempting to explain an existential phenomenon. The system
must be designed to operate effectively in a society where a number of constraints are present and with human beings who all have purposes, preferences, and dynamic mechanisms in operation. (Tyler, 1975, p. 18)


This quotation captures the basic reasons why the Tyler rationale has proved so persuasive to curriculum workers over such a long period of time and also why it has left teachers to deal with the gaps that arise among the planned, the enacted and the experienced curricula. As Tyler suggests, his rationale is primarily a way of simplifying complex situations sufficiently so that plans and procedures can be carried out rationally – that is, in ways that people engaged in the process can understand and, at least potentially, reach agreement about. For the purposes of communication and consensus building, it has had immense practical utility. It is not a way, however, of dealing with the underlying existential complexity that creates the lived character of the experienced curriculum or even with many of the characteristics of individual classrooms that teachers need to take into account in making their decisions about how to flexibly enact curricula that have been planned with precision.


In 1949, Tyler’s rational-linear approach broke new ground in curriculum (see Figure 19.2). It had a relatively liberating effect at that time (Helsby and Saunders, 1993). Curriculum workers had for the first time an approach that appeared both comprehensive and workable. They were advised to concentrate on student behaviours in devising objectives for a unit and to emphasize appropriate learning experiences rather than simply identifying content to be covered. The guidelines for evaluating a curriculum were very different and far more comprehensive than were the summative tests used during the 1940s.


Descriptive theorizers are not concerned – at least not directly – with providing specific answers to questions concerning what a curriculum should be. Rather,  they are concerned with how such answers can be arrived at. To use an analogy, they are concerned with creating a map of the terrain on which curriculum decision-making takes place, not with moving specific plots of earth involved in school construction projects. An accurate map may be essential to a good construction project, but where specific roads and structures are built depends on the beliefs and values of the designers of the project, on budgets and the availability of building materials, and on numerous other practical matters that vary from project to project.


Descriptive theorizers are similar to the prescriptive theorizers of our first category, however, to the extent that both groups view curriculum decision making as taking place primarily in schools or in large curriculum development projects that see schools as givens, thus supporting existing educational, social and political systems. Nonetheless, descriptive theorizers do tend to have a broader vision, primarily because they perceive curriculum problems as being largely indeterminate and open-ended. They understand there are no curriculum development procedures that ensure practical success. They argue that it is futile to search for a single best curriculum because of the diversity of curriculum problems and possible solutions. Therefore, most descriptive theorizers actually hold a wide vision about the organization of schools and the interaction of diverse individuals and groups. Technical, operational procedures are seen to be of less importance than deliberate processes (Reid, 1999a).


Because they view curriculum decision-making broadly, as taking place in the same multiple and complex ways in which people make practical decisions within their own lives, they stress that the procedures of curriculum development also take place through what Schwab (1969, 1970), in working out Dewey’s line of reasoning, has termed ‘practical inquiry’. Schubert (1986)


Advances made by Tyler’s 1949 rationale notes that the practical inquiry approach to curriculum theorizing can be characterized as follows:

It involves everyday problem-solving.
It assumes that every teaching situation is unique.
It focuses more on questions to be asked than on finding answers.
It proceeds through the process of deliberation.
It does not provide general solutions to problems, for each specific situation must be considered separately.


Walker’s naturalistic approach to the processes of curriculum deliberation is one example of mapping how practical inquiry takes place.

Walker (1971) was especially interested in how curriculum planners ‘actually’ went about their task, rather than following Tyler’s advice about how they ‘should’ go about the task. He had an excellent opportunity to find out when he was appointed as participant observer and evaluator for the Kettering Art Project during the late 1960s in California. For a period of 3 years he meticulously recorded the actions, arguments and decisions of the project team. By analysing transcripts of their meetings and other data, Walker was able to isolate important components in the curriculum development process. During the 1960s and 1970s a number of major, national curriculum projects were in operation and so he was able to compare his findings from the
Kettering Art Project with several other projects. He developed his concepts into a process framework, which he termed a ‘naturalistic model’. Walker used the term ‘naturalistic’ because he wanted to portray how curriculum planning actually occurs in practice, compared with other approaches which prescribe how curriculum planning should occur. His three-step sequence of ‘platform-deliberation-design’ has since been used at various levels of curriculum development including small-scale projects with pre-service teachers (Holt, 1990; Kennedy, 1988; Ross, 1993), as well as in large-scale programmes (Ben-Peretz, 1990; Orpwood, 1985). 


Walker (building on the ideas of Schwab, 1969) suggests that any individuals who come together as a group to undertake curriculum development activities approach the task with certain beliefs and values. They will have certain perceptions of the task, ideas about what the chief problems are, assertions about what should be prescribed and certain commitments which they are prepared to pursue and argue about. The preliminary step is therefore to get everyone to join in, to talk, discuss and even argue about what the platform is or should be. Walker used the term ‘platform’ because it provides a benchmark or basis for the future discussions.


Whether a group achieves much or little consensus about their platform, planning eventually moves into the second phase: ‘deliberation’. There is not necessarily a clear separation between these phases, for the process of deliberation is also concerned with consensus, but in deliberation attention turns away from beliefs themselves and towards how they are used is assessing actual states of affairs and possible courses of action – towards what Schwab refers to as ‘the practical’. In general, planners should identify as far as possible what is problematic about the situation in which their curriculum is to implemented and how the curriculum they develop can mitigate problems.


Deliberation finally leads to some decisions for action: planning enters the ‘design’ phase when a group has achieved sufficient consensus about beliefs, problematic circumstances and potential solutions so that particular courses of action can be taken more or less automatically, without further consideration of alternatives. That is, what the travails of the previous phases have made  explicit for the group now forms the implicit basis for the group’s actual curriculum design. Walker argues that the design phase of a curriculum development project typically contains both implicit and explicit considerations.


Even though a project may have passed through the platform and deliberation phases, decisions may still be influenced as much by personal preferences as by rational discussion. The culminating activity for the design phase is the creation of the planned curriculum, which may include whatever specific subjects, instructions, teaching materials or activities that the group believes advisable. Walker’s deliberative approach attempts to accurately portray what actually happens during curriculum planning. Because Walker based his approach on studies of planning that had occurred during actual curriculum projects, he claims that it can be supported on empirical grounds. It can be argued that Walker’s approach is normative as well as descriptive. Donmoyer (1982) suggests that although the specifics within it are empirically based, it ‘resembles in a general way, if not in all important details, Schwab’s normative model of how curriculums ought to be made’ (p. 3).


Certainly, Walker’s approach is of considerable value to teachers and other curriculum planners. Knowing what typically happens during planning – the assertions of personal beliefs in the struggle toward consensus, the use of deliberation in identifying problematic situations and weighing alternative solutions, and the interplay of the implicit and the explicit in designing a curriculum – can at least help identify potential pitfalls and frustration in curriculum development and perhaps even guide planners around them.


Walker’s descriptions of what typically does happen during planning certainly present a highly useful alternative to Tyler’s prescriptions of what should happen. Tyler does not describe what happens when consensus cannot be reached in practice; Walker describes how curriculum planning proceeds even when consensus is not reached.


Critical-Exploratory Theorizers: Understanding Curriculum in Terms of What Has Been, Is, and Might Be Theorizers in the critical-exploratory category are particularly diverse. Nonetheless, there are just two general approaches to how they treat problems of schooling and curriculum. One general approach emphasizes the connections between schooling and the existing social order. This approach provides critical analysis of prevalent social structures and mainstream curriculum practices. These critiques are concerned with such issues as domination, exploitation, resistance, and what constitutes legitimate knowledge. Collectively, this approach tends to use similar technical terms, such as ‘cultural capital’ (the ability of certain groups in society to transform culture into a commodity and to accumulate it) and ‘cultural reproduction’ (the idea that the school’s role is to pass on to succeeding generations the present culture without changing it).


Many of these theorizers maintain – and with some justification – that a new technical language is needed to provide new insights and interpretations about existing social structures. The second general approach within this group is an emphasis on the personal nature of learning and on people, rather than ideas, as the basis for action. In other words, these theorizers’ primary concern is with individual experience itself and with how systematic education can contribute to highquality experiencing. They locate the value of curriculum planning and development in the experienced curriculum, not in the planned curriculum. Although most recognize the importance of the preconscious realm of experience and emphasize that often knowledge is personally constructed by each individual, they believe that teachers, in planning and in enacting what is planned, play a key role in influencing the quality of their students’ experiences. Of course, despite the diversity of the critical-exploratory category, many of its theorizers find ways of linking their analyses of the external social context of curriculum and schooling with the personal experience of individual students and teachers.


We need to consider the term reconceptualist, which has been used as an umbrella term since the 1970s and early 1980s to describe new forms of theorizing that were then emerging. It is still frequently used today, especially to capture the sense of exploration, but its use has created some avoidable confusion. Initially, the term proved useful, for it seemed to suggest that whatever re-conceptualists stood for was new – and probably better – than what had gone before, and re-conceptualists certainly were united in their opposition to the rationalistic and scientific.


However, as theorizers interested in reconceptualizing the field grew in number and in influence, it became increasingly important to clarify what they did – and did not – have in common. For instance, some theorizers
used philosophical analysis and methods drawn from mainstream social science, while others used case studies, biography, psychoanalytical techniques and literacy theory. Perhaps the most successful effort to map the common characteristics of reconceptualists was undertaken by Klohr (1980), who identified nine foci of their efforts:

1. A holistic, organic view is taken of people and their relation to nature.
2. The individual becomes the chief agent in the construction of knowledge; that is, he or she is a culture creator as well as a culture bearer.
3. The curriculum theorists draw heavily on their own experiential base as method.
4. Curriculum theorizing recognizes as major resources the preconscious realms of experience.
5. The foundational roots of this theorizing lie in existential philosophy, phenomenology and radical psychoanalysis; they (reconceptualists) also draw from humanistic reconceptualizations of such cognate fields as sociology, anthropology and political science.
6. Personal liberty and the attainment of higher levels of consciousness become central values in the curriculum process. 
7. Diversity and pluralism are characteristics both of the social ends and of the means proposed to attain these ends.
8. A reconceptualization of supporting political–social operations is basic.
9. New language forms are generated to translate fresh meanings, for example, metaphors. (Klohr, 1980, p.3)


However, a close examination of Klohr’s foci reveals that some are clearly not appropriate to all reconceptualists. For example, a focus on the ‘preconscious realms of experience’ applies to theorists such as Pinar and Grumet, who use psychoanalytical techniques in their theorizing, but it does not apply to Apple. Conversely, a focus on a ‘reconceptualization of supporting politicalsocial operations’ applies to Apple but far less to Pinar or Huebner.


Despite these difficulties with the term reconceptualist, readers should be aware of its history in carrying forward new forms of curriculum theorizing that emerged in the 1970s (see, for example, Pinar et al., 1995). Whether the endeavours over the decades since the 1970s represent a shift in basic thinking about curriculum sufficiently profound to be considered a paradigm shift in Kuhnian terms (Kuhn, 1962) is debatable. Pinar et al. (1995) suggest that there has been such a shift and, along with Rogan and Luckowski (1990), that the work of reconceptualists represents a paradigmatic advancement over the Tyler rationale. Brown (1988) concludes that a first approximation to a paradigm shift has been under way and that the new generation of curriculum scholars, as they gain a firm foothold in universities, will begin to challenge the received wisdom of traditional points of view.


There is certainly nothing finished or final about reconceptualism, for ideas and methods are constantly evolving. Rather, a ‘proliferation of schools’ (Brown, 1988, p. 28) has developed with considerable differences among them. Although these theorizers often write from a neo-Marxist perspective, their critiques have attacked the problems of society and schooling in a variety of ways. Giroux (1982) described traditional educational theorizing as ‘dancing on the surfaces of reality . . . ignoring not only the latent principles that shape the deep grammar of the existing social order, but also those principles underlying the genesis and nature of its own logic’ (p. 1). Apple suggests a number of political questions that should be asked about the legitimacy of the knowledge included in a curriculum. For example:

Why and how are particular aspects of a collective culture represented in schools as objective factual knowledge?
How, concretely, may official knowledge represent the ideological configurations of the dominant interests in a society?
How do schools legitimate these limited and partial standards of knowing as unquestioned truths? (Apple, 1979, p. 7)


There is no doubt that these curriculum theorizers have had a considerable impact on curriculum writings. They have alerted curriculum planners and developers to a number of ingrained problems in the usual – and usually unexamined – relationship between schools and the society in which they are embedded. Their approach has exposed classroom practices that have remained hidden when approached by prescriptive theorizers (Taylor, 1979).


Under this subcategory are scholars whose approach to curriculum theorizing can be exemplified by Eisner’s approach to curriculum planning. In some ways this approach is similar to the deliberate approach of the descriptive theorizers already discussed. The main difference is that the deliberations of curriculum development committees usually lead towards public meanings and group decisions, whereas literacy artists are concerned with personal experience as well (Barone, 1982; Eisner, 1979; Eisner and Vallance, 1974). Indeed, all theorizers in this subcategory emphasize to one degree or another that learning is highly personal.
Essentially, members of this group see themselves, curriculum developers, teachers, students, and virtually every other person as involved in an ongoing process of making meaning in their own lives and conveying meaning to others. This process centers on personal perception and choice. In it, the curriculum is considered a medium through which individuals learn how to deepen.


Writers who do existential and psychoanalytical theorizing begin with individual experience but point to the importance of how schooling influences experience. Schools represent nature (things that exist prior to human intervention, such as physical sites and space) and culture (things that are human creations, such as beliefs and objects), but the culture of schools tends to be taken for granted. Whenever people take culture for granted, they tend to become less aware – hence, less free. Therefore, we need to attend especially to those parts of culture that are not compelled directly by nature and about which we can make decisions. In particular, the task is to transform schooling that constrains human freedom (Grumet, 1981; Miller, 1992; Pinar, 1980).


The autobiographical/biographical approach to theorizing focuses on the centrality of personal experience in the curriculum. In 1972, Pinar first wrote about his interest in the autobiographical method. Subsequently, he formulated the term currere to explain his emphasis. Currere refers to an existential experience of institutional structures. The method of currere is a strategy for self-reflection that enables the individual to encounter an experience more fully and more clearly, as if creating a highly personal autobiography (Pinar and Grumet, 1976).


Pinar et al. (1995) describe a growing interest in theorizing about curriculum as ‘gender text’. Doing so involves analysing the unequal ways in which people are treated because of their gender and sexuality, and how knowledge and values develop under society’s prevailing assumptions about gender. Many different terms may be used in examining how gender and curricula are related. For  example, Kenway and Modra (1992) use the phrase feminist pedagogy to describe the social theory and politics of feminists, explaining several variations of feminism, including liberal feminism (working toward equality with males in access to education), socialist feminism (criticizing educational practices exploitative of females) and radical feminism (seeking a distinctively women’s educational culture). Analysis of schooling in terms of gender points out how it has been organized around different socially perceived roles and status for men and women.


Feminist curriculum theorizers have not been the only scholars exploring the frontier of gender studies. Increasingly, a number of scholars have theorized about male identity. In particular, they have been challenging ‘heteronormativity’. Sears (1992a, b, 1999) has been a major figure in highlighting homosexual issues and supporting the struggle for social justice for gays and lesbians. He uses the term ‘queer’ to signify ‘those who have been defined or have chosen to define themselves as sexual outsiders’ (1999, p. 4). He defines teaching queerly as ‘creating classrooms that challenge categorical thinking, promote interpersonal intelligence, and foster critical consciousness’ (1999, p. 5), contending that such teaching requires a re-examination of taken-for-granted assumptions about diversity, identities, childhood and prejudice.


Race is a ‘complex, dynamic, and changing construct’ (Pinar et al., 1995, p. 316). Race has a powerful influence on schooling in general and the curriculum in particular, yet McCarthy (1988) contends that theorizing about race and racial inequality did not come into its own in curriculum until recent decades. Past neglect has been supplanted, however, by recent theorizers such as Watkins (1993), McCarthy (1988), Villenas and Deyhle (1999) and Pinar (2000). Race can be a powerful, autonomous focal point for theorizers, yet it also intersects with other foci such as gender and postmodernism.


Since the early 1980s the term ‘postmodern’ has been applied to various pursuits or occupations, as in ‘postmodern art’ and ‘postmodern architecture’. Presumably, what is postmodern replaces what is modern as a defining characteristic. Postmodern curriculum theorizing – at least when it is sufficiently farsighted – should be, therefore, on the leading edge of future changes in education. Not only are there numerous interpretations of postmodern, but there are also distinctions that can be made between postmodernism and postmodernity and related terms such as poststructuralism, deconstruction, postcolonialism and postindustrialism.


The examples of theorizing included here should be analysed in the light of history. They illustrate the divergent approaches that have been taken and continue to be developed by curriculum specialists. Some approaches have been more dominant at some times than others. In the last decade, approaches based on the analysis of social structures or personal experience became increasingly common. New classifications of theorizing continue to appear in the literature. These conceptions of curriculum add insights about diversity and directions in theorizing, but further studies of the effects of theorizing at the school level are needed. What is needed more urgently, however, is increasing and continuing dialogue between theorizers at all levels, from teachers to academics, so that we can learn from our history and our diverse perspectives. Walker (1980) claimed that a ‘rich confusion is the right state for curriculum writing’ (p. 81). We believe this is so, but writing is only one of many ways to contribute to the dialogue about the richness of curriculum theorizing in which this chapter has invited readers to participate.


1. ‘Schools persist in using curriculum models grounded in technical rationality (for example, Tyler’s approach) because it fits well with the bureaucratic organization of schools’ (Olson, 1989). Is this the major reason? Consider other reasons why schools might support or reject the Tyler approach.

2. ‘The real world of teaching is messy, indeterminate and problematic situations arise because of conflicting values’ (Carr and Kemmis, 1986, p. 9). To what extent is the Tyler approach or the Walker approach able to accommodate these situations?

3. To what extent is the Tyler model value-free? Do you see this as an advantage or a disadvantage? Give reasons for your answers.

4. The use of technical/rational administrative solutions to complex social issues of equity and access in schools is wrong-headed, superficial and fundamentally flawed, according to Smyth and Shacklock (1998). Critically analyse this statement.

5. ‘It is significant that Tyler’s first question gets more than twice the attention of any of the other three because Tyler’s scheme depends on the careful predetermination of the objectives of the curriculum’ (Kliebard, 1992, p. 81). Present points for and against the issue of predetermining objectives.

6. The naturalistic model explodes the myth that curriculum planning must commence with objectives. Do you support this statement? Are there additional caveats to consider?

7. Until we know a particular value we hold, it holds us – we are not in possession of it; it affects our work and thinking although we are unaware of it. Reflect upon the major explicit and implicit values that have guided your teaching. How do they relate to the values implicit in the theorizing described in this chapter? Try to describe your current value orientation and its influence on how you now theorize about curriculum.

8. ‘Curriculum theorizing has been overtly politicized, it has been variously institutionalized . . . queered, raced, gendered, aestheticized, psychoanalysed, moralized, modernized and postmodernized . . . [so] that it presently demands a high degree of flexibility and tolerance from all involved’ (Wright, 2000, p. 10). Consider the implications of this point of view for the future of curriculum theorizing and school practice.