When There Is a Shortage of Teachers, Will Any “Teacher” In the Classroom Do?

Every year school principals post openings for classroom teacher vacancies with the intention to hire a licensed teacher with the academic and pedagogic preparation to teach the children a school curriculum. However, the shortage of licensed and prepared teachers seeking employment as teachers means that a principal may not find any candidates with a valid license to teach the posted assignment. This is New Personnel 101 for principals in thousands of schools every year – how to make do without a licensed and prepared teacher.

So, a principal scrambles to hire the next best – a teacher with a different license but who knows how to teach. Or a long-term substitute teacher without a teaching license or academic and pedagogic training. Or an apprentice teacher who is enrolled in an on-the-job teacher preparation program but not yet fully trained. Or a local resident well known in the school who has a baccalaureate degree and is willing to try out as a classroom teacher. The WI Department of Instruction has protocols for issuing permits or temporary licenses with stipulations that allow a school board to employ any of these people who are explicitly prepared for the vacant teaching assignment. Or the principal may give up on finding a teacher and reassign the children to other classrooms. Each of these options has an immediate upside and a longer downside.

New Personnel 101 does not go away when an unlicensed, unprepared teacher is hired. The principal is supposed to continue posting this position as a teacher vacancy until a licensed and prepared teacher is hired. If an unlicensed teacher with a temporary license is hired, the principal is responsible for assuring and supporting the “temp” in meeting the stipulations of the temporary license. That amounts to significant extra time and effort. New Personnel 101 is an ongoing unanticipated and unwanted work effort.

The rub comes if the principal believes the “next best” is good enough and that reposting will not find a better “next best.” This is acutely true if there are no student discipline or parent issues arising from a “next best” teacher in a temporary assignment. The WI DPI will renew a temporary license with stipulations almost indefinitely, if the temporary teacher continues to make “efforts” to remove the stipulations of the temporary license. It does not take much to be an “effort.”

The sad outcome of New Personnel 101 is that a continuing contract for “next best” who never completes a licensing program but never has classroom problems gets lost in all the other high demands a principal faces in the business of administering a school. When the critical attribute for good enough is the absence of discipline problems and parent complaints, the good enough of New Personnel 101 makes the expediency of putting a teacher in the classroom more important than giving all children the quality instruction they deserve and need.

The reality of New Personnel 101

There is a significant corps of unlicensed teachers in our classrooms. “Different sources estimate between 42,000 and over 100,000 unfilled teacher positions nationwide. Moreover, another 270,000 to 365,000 employed K-12 teachers are reported to be unqualified or not fully certified for the teaching assignments that they have been given. In some areas, the inability to find qualified teachers is so bad that anyone who passes a background check gets hired, even without holding a relevant degree.”

In Wisconsin, there are 2,400 unfilled teacher vacancies for the 2024-25 school year with 4,057 unqualified teachers in classrooms.

https://www.fullmindlearning.com/blog/teacher-vacancies-by-state-us?utm_source=chatgpt.com

Apprenticeship resolves New Personnel 101.

One of the options available to school boards is to employ apprentice teachers. An apprentice teacher meets four immediate criteria. An apprentice must –

  1. Have an earned baccalaureate degree. Although this baccalaureate is not in education, it signifies that the apprentice has intellectual knowledge and skills for a college degree and the capacity to become a trained teacher.
  2. Be enrolled in an educator preparation program (EPP). There are a variety of EPPs in Wisconsin and most are affiliated with Cooperative Educational Service Agencies (CESAs). The DPI teacher licensing department supervised EPPs to ensure that the EPP’s teacher training program meets WI’s statutory requirements for teacher training as well as the initial teacher preparation standards for a teaching license. For example, all licensed math teachers must meet the preparation standards of the National Council of Teachers of Mathematics (NCTM).
  3. Be employed by a school board as an apprentice teacher assigned to a classroom aligned with their educator preparation program. Employment as an apprentice is a HUGE asset for apprenticeship programs – apprentices earn while they learn. Unlike enrollment in a college or university teacher prep program that require almost full-time class attendance, apprentices teach classes in school, attend the EPP’s online courses, and have an ongoing income that meets their life needs.
  4. Pass a criminal background check. This is the same requirement for all public education teachers.

The essential benefit of the apprenticeship program is that a “next best” teacher is not hired and forgotten. Apprentices are supported by

  • EPP instructors. I use preparation for a math teacher as an example. As apprentices learn each of the seven NCTM teacher prep standards, the instructor uses course assignments that directly connect each standard to the apprentice’s teaching assignment. Apprentices use their daily work as the application of each standard. Instructors are first-hand supporters of the apprentice’s daily teaching practices.
  • EPP licensing observers who observe the apprentice teaching and coach the apprentice to apply what the apprentice learns in EPP courses into practice in classroom teaching.
  • School principals who make required evaluative classroom observations of the apprentice’s teaching and provide the apprentice with both critical and constructive recommendations.
  • School mentors who teach the same grade level or the same courses as the apprentice.

The downside to hiring an apprentice teacher is that on the first day of classroom teaching the apprentice also is in the first days of course work learning how to teach. As a teacher, the apprentice immediately is a work in progress.

The upside to hiring an apprentice is that the apprentice is constantly learning about the best teaching and learning practices. There is not a settling for good enough that never changes because the apprentice is constantly learning how to become a fully prepared licensed teacher. And at the end of the apprentice’s EPP courses the apprentice has pedagogical training that is equal to the preparation of any university or college depart of education.

The Big Duh!

New Personnel 101 leaves school boards and principals with critical decisions to make when they cannot find a fully licensed teacher that meets their employment needs. They can settle for a “good enough” adult to be a classroom teacher.  They can allow “good enough” to become a permanent employee forgotten in the grind of a school year’s work. Or they can work with an EPP and hire an apprentice and collaborate to create a fully prepared and licensed teacher.

I endorse the employment of apprentice teachers. Through personal and professional experience, I know that this program works when school principals and EPPs collaborate to educate, train, and grow a new teacher one at a time.

New Personnel 101 is not going away. The lack of new teacher candidates is a recurring fact of school life. The question of how to make do with less than fully prepared teachers is our problem and requires school boards and principals to invest in new strategies for causing all children learn.

Reflection On Instruction Begets Improved Student Learning – Give Teachers Time to Reflect

Time and tide wait for no teacher when there is a school year of curriculum to be taught. There never is enough time to accomplish what takes inestimable time! Instruction that causes all children to learn, including children needing adjusted instruction, requires time for a teacher to reflect and determine how to clarify, correct, and teach anew. Reflection plus adjusted teaching improves learning for all students.

Form follows function – time is attached to what we prioritize

A teacher’s school day is dominated by the clock much like the chain driving an assembly line. Classes, meetings, lunch, prep, paperwork, work that goes on til midnight and then do it again the next day. The class bell does not wait for anyone – teacher or student – and a tardy teacher is worse than a tardy student. And being prepared for the continuing instruction and student learning is never-ending. Yet we know that significant accomplishments – Rome and student learning – require planning, careful work, and checking assurances for quality outcomes. When then, is a teacher able to reflect, really think about the effectiveness of her teaching in causing children to learn?

The easy answer for administrators has two parts.

  • Every teacher has contract-guaranteed prep time as well as time before and after the school day.
  • Professional teachers understand that their work is not limited by the school day and often requires more than eight hours per day.

Easy for an administrator is not easy for a teacher. A teacher’s school-assigned prep time is invaded without forethought. Urgent matters are a principal’s note to “see me during your prep” or a principal’s scheduling an IEP team meeting during a prep time. The “tapping into” teacher prep time happens with abandon in every school every day.

A teacher’s immediate needs must be met during “untapped” prep time. These include

  • Bio needs in the restroom.
  • Returning parent calls and e-mails.
  • Assembling student work collected prior to the prep time for later inspection.
  • Arranging materials for student instruction after the prep time.

If these are not accommodated during school day prep time, they don’t get done. Consequently, these tasks get done and instructional planning and reflection do not.

Before and after school time also is requisitioned by faculty meetings, grade level and departmental meetings, IEP team meetings, and professional development. Then, add the time needed by a student who “needs extra help” or has a question that could not be asked and answered in class and an eight-hour school day grows into nine and ten hours. The time crunch is exasperated for the many teachers who need to be home after school to take care of their own children.

The reality is that very few teachers use school day prep time for the planning and construction of instruction or the review of instructional effectiveness.

Automaton teaching is easy; informed teaching is hard

It is too easy for a teacher to be an automaton – a person who works in a mechanical, unthinking, and unemotional manner. I observed veteran teachers who had files of units and lesson plans and every year they literally taught through their file drawer. They used the same units and lessons year after year with the justification of “it seemed to work last year, so it will be just as good for this year.” When asked why they automatically repeated units and lessons, they told me “It took a lot of time to develop my units and lessons, and I don’t have time to develop ones or even to change why I have.”

Automaton teaching includes teachers who teach strictly from the publisher’s guide for curriculum their school has adopted. They do not make adjustments or modifications because “this is what my school board expects me to teach.”

Against this model, I observed veteran teachers who used their prep time for informed teaching. From her classroom doorway, I watched a kindergarten teacher using self-talk as she laid out materials on student desks. “Willie needs…, Jackie needs…, Aiden needs…”, and at the end of the lay out she reviewed exactly what each student needed to accomplish the objectives of their next lesson.

I watched a high school chemistry teacher use her whiteboard to review the results of a student quiz the day before. She used data to identify students who demonstrated clear learning and those who did not, and she listed the specific learning that needed to be clarified.

I talked with an ELA teacher as she shared the specific criteria, she had taught that she wanted students to demonstrate in a writing assignment. She used a holistic reading approach to identify assignments that met the requirements and those that did not and added post-a-notes to each writing sample telling the writer the detail that was missing or incorrect.

These teachers buck the pattern of automaton, same old/same old teaching by reflecting daily on the effectiveness of instruction and the adjusted teaching they will use to cause all students to achieve curricular success.

Break the pattern of same old/same old: protect time for instructional reflection

If a principal believes reflection is essential for ensuring high quality teaching and learning, the principal must assign and protect time for reflective work. The time does not need to be the same time of the school day for all teachers. If it is the same, it is too easy for that time to be stolen for other purposes. Ensured reflective planning time needs to be equitable, balanced and inviolate.

Second, the principal needs to “sit in” with teachers as they reflect. “Sitting in” is supportive not evaluative. Different teachers will reflect and plan differently; the just need the principal’s encouragement and affirmation that instructional reflection is a valued professional for improving teaching and learning.

Plan-teach-reflect-teach

I always smiled when told “Mr. Smith is a good teacher” without hearing the criteria for the statement. It was a cynical smile. Good teaching is hard work that requires curricular and pedagogical mastery and consistent use of best practices. Good teaching knows each child being taught and how to connect each child’s uniqueness with instruction. Good teaching requires planning, teaching, reflection, and adjusted teaching. When I heard any or all of these criteria, I gave a true smile.

To make the magic of teaching work, teachers need time to assess the quality of student learning after their initial instruction, provide appropriate next assignments for students who were successful, AND plan how to correct, clarify, and appropriately students who were not initially successful. The magic requires informed reflection and time to reflect.

Teach For Enduring and Expansive Learning Not Coverage. Know the Difference.

“Your teacher covered that last year” or “this semester we will cover” still rankles my professionalism as a teacher. Teaching for coverage means nominal teaching and learning. It means spending the least amount of time engaged in teaching and learning for the sake of topical accountability. Coverage teaching is like the proverbial river that is a mile wide and an inch deep – it emphasizes breadth without depth. In my naivety as a young educator I believed that if something was worth teaching it was worth learning well and that meant deeper teaching and learning. Conversely, why waste time and energy on teaching things we did not plan for children to learn well? I still believe this.

Years ago when I heard my principal or district curriculum leader talk of coverage, I assumed they were generalizing about the amount of information in any grade level of our social studies curriculum and the finite amount of instructional time in an academic year. But they weren’t. “You can’t teach everything in your curriculum with the same level of intensity” I was told. “So, cover it all.” It took me a long and troublesome time to understand this, however understanding did not mean accepting it.

There is a line between coverage and knowing and understanding.

Early on in teacher training, we are taught Benjamin Bloom’s Taxonomy. In the 1950s Bloom established six levels of thinking, learning, and understanding with labeling that helps us explain a rationale for teaching and learning designs. Seventy years later, I still like how Bloom helps me to add depth to the “wide river” of information we teach. The model below shows a revised taxonomy – the terms have been modified from Bloom’s original for clearer explanation of the cognitive levels.

bloom’s taxonomy revised – Higher order of thinking

Although there is a vertical dimension to the taxonomy, Bloom did not intend for all teaching to involve all six levels. Curriculum planners use the levels as goals for teaching and learning. Some learning, in fact most of what we learn, is meant to be at the remembering/understanding level of usage. Other learning is meant to be scaffolded into a variety of applications, or to inform careful analyses, or to evaluate options and opportunities, and to create original work. Though it looks like a ladder, a user does not use every rung to engage in higher order cognition. Instruction and learning can scaffold from understanding to analyzing, or evaluating, or creatin.

Coverage teaching is the act of “mentioning” without the explicit intention of remembering. There is a lot of mentioning in education. Synonyms for mentioning cause us to smile and acknowledge that teachers mention without teaching. When a teacher “alludes to, refers to, touches upon, hints at, speaks about briefly, broaches or introduces only,” that is mentioning. Children may or may not hear or read what a teacher mentions as an aside. Things that are mentioned are characterized as “things it is nice to know but it is okay not to know.” Like, the value of pi is abbreviated to 3.14. As an irrational number, Pi can be calculated out to an infinite number of numbers but who cares? A math teacher covers or mentions that fact but directly instructs that the usable value of pi is 3.14. Best practice does not include “mentions” in assessments of student learning, although there is a lot of bad practice in the field.

Coverage may be all the questions on Jeopardy that sound somewhat familiar but just will not come to mind.

I think of coverage as the blank space below the bottom of Bloom’s taxonomy; it is the noise in the world we are not intended to remember.

Remembering and understanding is the meat and potatoes of most teaching. The information – facts, data, concepts, generalizations, and skill sets we want children to know, we teach with high intention. In the language of backward design, if we intend to test children on something, we intend to teach it well so that it will be remembered and understood.

Direct instruction is one of many teaching strategies most often used when we teach for remembering and understanding.

Children learn the alphabet and numbers, sight words and number facts early as foundational knowledge. In school we use direct instruction to drill and practice and ensure memory of these. Retention theory drives our teaching for remembering – we use immediate drill and practice/repetition to strengthen short-term memory and interval practice over time to ensure what is learned is retained and recalled in long-term memory. In a spiraled social studies curriculum, we teach US History in elementary, middle school, and high school because we want all children to know their national stories. Repetition and elaboration cause remembered learning.

Remembering is a student’s identical retelling of information or identical demonstration of what was taught. We require correct and complete retelling.

Understanding is explaining what was taught with fidelity in the student’s own words and doing the skill with fidelity in the student’s own style. Understanding is using what is remembered and making an inference about it or summarizing it in simpler language or combining several pieces of information into meaningful statement that keeps the significance and essence of what is being combined.

There also is a line between knowing and understanding what we learn and the rest of Bloom – what comes next is the so what of education.

Separating the noise of information from the teaching of remembering and understanding, gets us to the “so what” levels of Bloom where what was learned is applied, analyzed, evaluated, and built upon creatively. These four Bloom levels give us the rationale for why teaching for remembering and understanding are such a large part of our school calendar. Without foundational memory about stars, planets, moons, suns, constellations, galaxies, and a universe(s), nothing we see in the sky above us would make sense. Space would just be space. Lifesaving surgery would be butchery. Agriculture and manufacturing would just be guessing work.

Other teaching strategies become available when students have a knowledge and understanding of foundational information and skills. I use the C3 Framework for social studies as an example of instructing above the remembering and understanding line. C3 (College, Career, Civic Life) uses an inquiry process for students to investigate, expand and integrate their knowledge of civics, economics, geography, history, and the behavioral sciences.

“The C3 Framework, like the Common Core Standards, emphasizes the acquisition and application of knowledge to prepare students for college, career, and civic life. It intentionally envisions social studies instruction as an inquiry arc of interlocking and mutually reinforcing elements that speak to the intersection of ideas and learners.” C3 uses “questions to spark curiosity, guide instruction, deepen investigations, acquire rigorous content, and apply knowledge and ideas in real world settings…”

https://www.socialstudies.org/standards/c3

This is not coverage teaching!

Parallel to C3, curricula in every school subject, from art to woodworking, builds upon information and skills students learn at the remembering and understanding levels of instruction. The front of a refrigerator in most student homes is covered with student drawings and finger paintings. Over time, shelves and walls display how student application of basic information and skills blossoms into more intricate and sophisticated art. Student art displayed in local galleries, libraries, and art shows illustrates how student artists apply of fundamental concepts and skills, analyze and interpret subjects, and create new and original art.

Tech ed students manufacture, ag students grow and cultivate, computer science students program and engage in robotics, ELA writers craft poems and stories, and marketing ed students create businesses, apply accounting, create and manage product, lead and supervise personnel in the pursuit of economic growth. Once students know and understand, they can pursue their personal interests for a lifetime.

Know and be the difference.

There is so much in a teacher’s annual curriculum and so little time that it is easy to fall into the coverage mode of teaching. But why? In today’s world, coverage learning is what any child can achieve using Google or AI.

Two centuries ago, teachers were the source of information and applied learning. A century ago, students could read books for information; it was teacher directed and interpreted learning that moved children to young adults ready for college or work. Today, information sources abound, so much so that it hard to know information from noise. Today it takes a teacher to forge information into memory and understanding. And it takes a teacher to guide, monitor, and mentor how students illustrate and expand their learning. Well-conceived and instructed learning remains a springboard for life’s successes.

There is no time or place today for coverage teaching.

Teach Up to Cause Children to Meet Higher Expectations

One of the most common phrases in school mission statements is “we have high expectations.” These words are used to describe school goals for academic learning, athletic and artistic performances, student behaviors, and rankings in state report cards. School boards and school leaders use the phrases “we have high expectations” and “we expect great things” as if just saying the words makes it so. They do not. What usually is not explained is what the school or teachers, coaches, and directors will do to move student achievements from “usual expectations” to “higher expectations.” The action necessary is teaching up, coaching up, directing up, and reinforcing up so that “ups” are achieved. The conversation about the actions needed to move achievement upward and the commitment to those actions is what bridges the distance between having high expectations and achieving high expectations.

Teaching up is a choice.

Carol Ann Tomlinson writes, “Teachers who make the choice to teach up believe, or are at least willing to believe, that all students are capable of much more than they currently show the world. Teachers who make the choice to teach up know that brains are malleable and thrive in rich environments. They also know, perhaps from research, perhaps from their own experiences are learners or as classroom observers, that students who have teachers that set high expectations are more likely to flourish than students who set lower expectations.”

https://ascd.org/el/articles/making-the-choice-to-teach-up

Tomlinson nails it. Teaching up to elevate student achievement is a choice when meeting minimal or usual expectations is a universal expectation or goal. The words “minimal expectations” are not used casually. Too many children and schools struggle to make minimal academic, athletic, and artistic progress. There are a multitude of environmental reasons, including poverty at home and in school financing, lack of home and familial support, lack of food security, challenges in a child’s socio-emotional and mental health, and post-pandemic student apathy that make achieving minimal achievement goals an uphill struggle. Just making minimal achievement goals can take tremendous teaching efforts.

The choice to teach up is to buck the norms in statewide assessments that say “minimal” is good enough or local expectations to be just a little better than a neighboring school and cause children to overachieve.

How much “up” and what does “up” look like?

Once a decision to teach, coach, and/or direct up is made, the real work is identifying how much upward improvement will be the target of higher expectations and the meaningful instructional, coaching, and directing actions needed to elevate student achievements to those expectations. Increasing the desired levels of achievement too much can overwhelm children, but increasing levels too little may seem meaningless. The level “up” should have transferable benefits, like climbing to the next plateau provides a base for climbing to a yet higher plateau on the way to a pinnacle. Increasing knowledge, skills, and dispositions is the scaffolding for future increases in achievement.

Generically, regular teaching is characterized by a teacher making more challenging yet supported assignments for children ready for the challenge. Students are assigned to read texts and materials that are above their current reading level preceded by the teacher pointing out new and significant vocabulary, providing necessary background information and context, and chunking the reading into smaller readings.

Generically, regular teaching is assigning more multiple step math problems, performing more complex music preceded by technical voice and fingering instruction, or diminishing the tolerances in milling a piece of metal preceded by technical instruction in settings, timing, and rate of milling.

Generically, regular coaching and directing is scheduling more successful teams to play and pieces to perform and expecting athletic and performance skills to rise to the level of new competition and expectation.

These kinds of “up” are usual in most teacher’s instruction of children in all subjects and grades, and in athletics and the arts. They are incremental and baked into school curricula.

To be significant, teaching “up” is condensing or leapfrogging usual increments and expectations with the belief that, as Tomlinson wrote, “… children’s brains are malleable and thrive in rich environments…”

“Up” looks like a demonstrably higher sophistication in the quality of student outcomes. To accomplish much higher outcomes requires explicit instruction, coaching, and directing of the knowledge, skills, and dispositions required for significantly higher achievement. Usual or regular teaching will not result in unusual or irregular achievements; it takes stronger instructional knowledge and skill.

Teaching “up” requires “upped” teaching.

Teaching, coaching, and directing “up” requires the teacher, coach and director to study, learn, and master skill sets that cause children to learn and master higher order knowledge, skills, and dispositions. These are not in initial educator preparation programs. We must learn to teach up before children can up their learning. For example, there are specific skill sets required to

  • improve children’s close reading and technical writing abilities to elevate and expand their levels of comprehension, understanding, and analysis/evaluation so that they can create more precise or expressive writings, or
  • improve players’ ability to hit a baseball and putting it in play with more frequency and power, or
  • increase children’s ability to understand the uses of perspective and interest in real life drawing, painting, and photographic creations.

Teachers must commit themselves to mastering improvements and changes in how they teach if they want children to master new learning and achieve higher order outcomes.

Teaching for higher order close reading.

Close reading is more than holding the book closer. It is a set of reading practices that require commitment. Most children give a text assignment a single read. They may take notes or create a brief outline. Better students create flash cards to self-quiz their accuracy and memory retention.

Upping reading has children do the following:

  • Read the text multiple times. First to gain a basic understanding and key ideas included in the text. Second, focus on structure, language, and the author’s writing style. They focus on text-specific questions not just questions assigned to any and every text. And in a third reading, children read and reflect on both the text and relate it to their knowledge and understanding of other texts. Children consistently write notes, annotate, and reflect on key literary and text analysis questions.
  • To focus on reading comprehension, the teacher chunks the text and engages children with reading aloud and thinking aloud. Thinking aloud is reacting and responding immediately to what has been read. Doing things aloud takes time and consideration and these two elements push the reading and thinking upward.
  • Teachers teach children a Socratic discussion model and children use this model to up their comprehension, interpretations, and insights. Children are expected/required to engage in discussions. As children listen to other children, they reflect on, consider, and edit and amend their own thoughts and conclusions. Socratic processing benefits the speaker and the listener.
  • Parallel to multi-step reading and Socratic discussion, children use graphic organizing techniques the teacher has taught them to break down the text into logical parts that aid in their memory and recall. They use and then file these organizers for future references.
  • Children act out a part of the literary text, rewrite a part to create a different outcome, or creatively illustrate the setting of part(s) of the text. For non-literary text, children create chronologies of actions leading up to and after the information in the text or create parallels of what else is happening simultaneously with the text.

These, or all of these, are not usual in classroom instruction focused on knowledge and understanding of the general curriculum. In the aggregate, these teaching/learning episodes move a child’s cognitive, social-emotional, and performance-based achievements to higher order levels. They are demonstrable for the teacher’s peers, administrators and the child’s parents to observe and acknowledge.

Coaching up for improved hitting technique.

I played on several state championship baseball teams in my high school years and never was instructed in hitting. To improve hitting, we took more batting practice and rotated in pitchers with different deliveries and throwing velocities. The only critique when we struck out was “you need more practice.”

Coaching up for hitting involves the following:

  • Having the hitter not just assume a batting stance but analyze the set up and stance. Is the stance balanced on the width of the feet with flexed knees, bend or no bend at the waist, and good weight distribution. The hitter needs to talk aloud with the coach about the stance set up in order to understand how a stance and set up work. The hitter needs to do this in the batters box and in front of a mirror or camera. Too many hitters think they are balanced and flexed when they are not. The coach needs to press hands on the batter to check for balance, flex, and weight distribution.
  • In the stance and set up, are the hands in natural position near the back shoulder, does the head position allow for a clear vision of the pitcher and ball in flight, and are the toes, knees, hips, and shoulders aligned. Hitters don’t do this solo, but under the supervision and critique of the coach. Many hitters think their stance and set up are solid when they are not.
  • Swinging the bat is not just swinging the bat. In preparing to swing, the hitter’s weight should be slightly loaded on the back foot while maintaining a balanced posture. The stride forward initiates the swing and rotation of the shoulders. A hitter’s stride is highly individualized, but if it is too long or too short it disrupts the plane, power, and release of the swing. During the stride, the hitter starts with a hip then shoulder rotation to create torque and power. There is a natural release and forward press of the upper body. Coaches can detect better than hitters when the release and press are not natural.
  • Swinging on a plane is essential to striking a thrown pitch. On plane gets the bat into the hitting zone leading with the hands (bat pointing slightly behind the hands). Hitters need to be consistent with their plane – is it down with bat control for hitting hard ground balls, is it parallel to the plate for hitting line drives with power or is it upward for long fly balls. Gifted hitters can change swing planes depending on game situations. Most hitters need consistency and coach supervision, critiquing, and correction to create and consistently be on lane.
  • Getting the bat to the ball is just the start. Hitters need to extend their arms through contact with the ball to drive the ball. Pitch speed, bat speed, and extended driving through the ball create power. Extension plus rotation to a high finish with the bat behind the lead shoulder almost to the hitter’s back makes a complete swing.
  • Hitting coaches study the art and science of swinging a bat and hitting a ball. They know that each hitter has a different physique and baseball personality. Hence, coaching hitters is a highly individualized and personalized endeavor. Coaches use soft toss and front toss drills, live batting practice, video analysis, and consistent work on identifying a pitch as it leaves the pitcher’s hand. Hitters have fractions of a second to make the decision to swing or not swing at a pitch and if they swing their mechanics need to be designed and practiced for hitting success.

The fact is that most coaches coach a team to play baseball or softball. They have a basic understanding of throwing, catching, hitting, running the bases and sliding, and fielding ground balls and pop flies. They do not have the skill sets to up player performance with explicit instruction in any of the game’s skills. It is the difference between a coach saying, “just do this” and another coach saying “this is the physiology and physics of doing this.” Upping requires knowing what up is.

The Big Duh!

Tomlinson told us that “…all students are capable of much more than they currently show the world.” It is a teacher who causes them either to achieve only the minimum expectations that our world holds for our students, athletes, and artists or to show their much higher levels of achievement and performance. It is both a teacher’s decision to teach up and a teacher’s ability to teach up that moves child achievements upward.

Rigor and Productive Struggle – “Kind of Hard” Causes Leaning

Teaching for learning often resembles the Goldilocks story. If things are not just right, Goldilocks is not happy. Her sampling of chairs, porridge, and beds showed some chairs and beds to be too soft or too hard and some bowls of porridge to be too cold or too hot. By experimenting, she found her “just right” spot.

When children find lessons that are too easy to too hard, and I add, not interesting or of no perceived value to them, they also are not happy. They express their unhappiness by wandering off into boredom, distractive behaviors, and absenteeism. The “just right” lesson can catch each child’s attention and positively challenge their emerging skills sets. Such is a teacher’s constant dilemma – designing lessons with enough rigor and interest, not too little nor too much, to cause learning.

The sweet spot.

In “Productive Struggle Is a Learner’s Sweet Spot” (ASCD, Vol 14, No. 11), Barbara Blackburn describes the tension in instructional design teachers face in creating lessons that are “just right” on the scales of interest and rigor. “Student success occurs when you create an instructional environment that sets high expectations for each student and provides scaffolding without offering excessive help. The key is to incorporate productive struggle.

Productive struggle is what I call the “sweet spot” in between scaffolding and support. Rather than immediately helping students at the first sign of trouble, we should allow them to work through struggles independently before we offer assistance. That may sound counterintuitive, since many of us assume that helping students learn means protecting them from negative feelings of frustration. But for students to become independent learners, they must learn to persist in the face of challenge.”

https://ascd.org/el/articles/productive-struggle-is-a-learners-sweet-spot

Blackburn speaks of two essential elements for teaching in the sweet spot. One is using the tension between the Goldilocks’ just right and too hard to provoke children to learn. Instruction that is too easy will not cause learning. It is the tension between what a student knows and can do now and what they need to know and do next that is the cutting edge for their learning. Teachers use the tension to motivate, instruct, and reinforce new learning.

Blackburn’s second element is scaffolding new learning so that all children incrementally secure their learning and developmentally grow their knowledge and skills through productive struggle. Blackburn does not allow Goldilocks to settle back into comfort but keeps pushing Goldilocks to learn to know and do what initially is too hard for her. For Goldilocks-like students, what is just right today will become too soft in the future

Blackburn locates that sweet spot by finding the critical attributes of the new or next learning in her curriculum. Madeline Hunter taught us to assess critical attributes by sorting the ideas, concepts, and generalizations of knowledge and the rigor of skill sets to identify what children need to learn “right now.” This creates the sequence and the rate and degree of what will be taught to cause learning. The scaffold ensures that children are prepared and ready to climb from one step of the learning sequence to the next. Children learn the facts and skills in the order required to create concepts and generalizations needed for new progressions of their curricular learning.

When an appropriately considered scaffold is absent, children easily drift into boredom and disinterest. “Over time, students who are continually and insufficiently challenged tend to become disengaged and complacent, exerting lower effort and gaining only superficial learning. As a result, some fail to develop resilience and perseverance with difficult tasks.”

https://ascd.org/el/articles/thriving-in-the-zone-of-productive-struggle

Lev Vygotsky added to our understanding of how children learn with “the Zone of Proximal Learning. “According to Vygotsky’s theory, the ZPD describes the area between a child’s current and future ability. The ZPD is a hypothesized construct that describes the range of children’s abilities from what they are capable of doing to what they are unable to do on their own. When teaching, teachers should encourage child learning by using activities and supporting strategies that enable a child to accomplish a task with the assistance of another peer or teacher. It is important while scaffolding that teachers ask questions and give tasks that target a child’s current developmental level. As children begin to master skills on their own, teachers adjust their teaching strategies accordingly so that children continue to advance.”

Just right is “kind of hard.”

There is an intersection where applications of productive struggle and proximal learning can be used to enhance student learning by finding the “just right” spot.

Does it make sense to make learning slightly harder?

Annie Murphy Paul wrote, “Yes, and the reason is twofold. The first reason to make learning harder is to make it interesting. Learning something new and complicated is hard in itself, as we saw above. Lightening the learner’s cognitive load will allow her to learn more effectively without becoming frustrated or confused.

But once the learner has attained some degree of mastery, ratcheting up the difficulty will help her stay in her “sweet spot” of engagement, where the task is not too hard as to be frustrating and not so easy as to be boring. This is also the place where learners can practice encountering adversity and challenge and overcoming them, a key experience in the development of grit.

The second reason to make learning harder is that it makes learning work better. UCLA psychologist Robert Bjork has developed the idea of “desirable difficulties” — difficulties that we actually want to introduce into students’ learning to make it more effective. Bjork notes that many of the learning activities that make students feel competent and successful — like reading over a textbook passage several times so that it feels familiar — actually they do very little to help them learn. What they should do instead is something like this: close that textbook and ask themselves to recall from memory what they’ve just read.

It won’t feel as good. They’ll struggle to remember the words that were just in front of their eyes. But this activity, known as retrieval practice (or simply self-testing) is an example of a desirable difficulty that will dramatically increase students’ learning.”

https://www.greatschools.org/gk/articles/making-learning-easier-harder-for-kids

Paul suggests that cognitive load is a factor in what makes learning new content and skills easy or hard. “Cognitive load refers to the amount of information our working memory can process at any given time. For educational purposes, cognitive load theory helps us to avoid overloading learners with more than they can effectively process into schemas for long-term memory storage and future recall.”

https://www.mcw.edu/-/media/MCW/Education/Academic-Affairs/OEI/Faculty-Quick-Guides/Cognitive-Load-Theory.pdf

How much is “just right?”

As we design lessons for cognitive load, we consider the number of pieces or chunks of new information the brain can process at once. “In a famous paper humorously describing “the magical number seven plus or minus two, “Miller claimed to be persecuted by an integer. He demonstrated that one can repeat back a list of no more than about seven randomly ordered, meaningful items or chunks (which could be letters, digits, or words). Other research has yielded different results, though. Young adults can recall only 3 or 4 longer verbal chunks, such as idioms or short sentences (Gilchrist, Cowan, & Naveh-Benjamin, 2008). Some have shrugged their shoulders, concluding that the limit “just depends” on details of the memory task. Recent research, however, indicates when and how the limit is predictable.

The recall limit is important because it measures what is termed working memory (Baddeley & Hitch, 1974Miller, Galanter, & Pribram, 1960), the few temporarily active thoughts. Working memory is used in mental tasks, such as language comprehension (for example, retaining ideas from early in a sentence to be combined with ideas later on), problem solving (in arithmetic, carrying a digit from the ones to the tens column while remembering the numbers), and planning (determining the best order in which to visit the bank, library, and grocery). Many studies indicate that working memory capacity varies among people, predicts individual differences in intellectual ability, and changes across the life span (Cowan, 2005).

It has been difficult to determine the capacity limit of working memory because multiple mechanisms retain information. Considerable research suggests, for example, that one can retain about 2 seconds’ worth of speech through silent rehearsal (Baddeley & Hitch, 1974). Working memory cannot be limited this way alone, though; in running span procedures, only the last 3 to 5 digits can be recalled (less than 2 seconds’ worth). In these procedures, the participant does not know when a list will end and, when it does, must recall several items from the end of the list (Cowan, 2001).

https://pmc.ncbi.nlm.nih.gov/articles/PMC2864034

Once “just right” is taught, teach children how to remember/study.

One may think that Goldilocks was just goofing around in the three bears home. But she wasn’t. She tasted porridge to find something to eat and she tested chairs and beds for something to sit and sleep on. So, it is with lesson design. Learning must be focused on the right outcomes.

Paul also referred to Bjork’s “desirable outcomes” or expectancy theory. In his example of a study habit – re-reading – he shows that when a child re-reads material several times, the expected outcome is familiarity not memorization what was read. To memorize, a child must set the expectation of recall not familiarity. Hence, instead of re-reading, close the book and try to recall what was read. If not successful, read again, close the book, and try to recall. This is practicing the expectation that the child really wants – to remember what was read not just be familiar with it.

As we teach children new information and skills, we want them to internalize what they learn not just parrot it back to us. Early on in their school careers, children must be taught how to create memory and not just expect memorization to happen. The ability to memorize is just as important as content and skills. To do this, teach a small chunk of new information, then ask children to repeat it back to you. Have children read a paragraph, set the reading aside, and tell you what they read. Extend their listening and reading to larger chunks of information. And correct them when their repeating or telling is not correct. Practice this in class and tell them they need to do this when they study at home. We teachers assume children know this intuitively and they do not.

The Big Duh!

The design of good instructional lessons is not easy. Assess what children know now and what they need to know next. Assemble new information and skills that are at the hard edge of what would be relatively easy for them to learn. Set the motivational hooks of novelty, interest, and challenging material for children before they engage in new learning so they will choose to engage in learning. Don’t provide help too soon – productive struggle builds resiliency. Teach them to study and create short- then long-term memory of what they learned.

Then, do it again for their next lessons.