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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
Teaching, training and learning strategies in today’s school. Developing reflective practices
Ana Margarida Veiga Simão
School of Psychology and Educational Sciences
University Lisbon
Alameda da Universidade-1649-013 Lisboa PortugalTel: +351 217934554 Fax: +351 217933408
Introduction
One of fundamental tasks of schools is to endow students with strategies, which
enable them to re-elaborate, to transform, to contrast and critically rebuild knowledge,
that is develop strategic knowledge. That’s why one of today’s key lines in educational
research is help teachers develop structures to help students learn, and learn how to
learn. Helping the teacher with the structuring of his/her fundamental task – making
his/her student learn how to learn – is one of the key headlines of today’s educational
research.
Due to the importance of this issue, we decided to carryout a research project on
learning strategies. In this study we have emphasized both classroom practice with the
students and training of teachers, aiming at encouraging a reflective, active and
constructive attitude. During this in course research, the teachers and the researcher
collaborated in the classroom practice.
The main goal of this study was to organize and evaluate an educational project
on learning strategies, designed to be applied at the last compulsory school year. Not
only did we work with pupils, aiming to raise cognitive, metacognitive and motivational
strategies, but we also worked out a teacher training procedure in order to stimulate a
reflective, active and constructive attitude. A set of principles framed the leading
support of this training project: cooperation and participation, individual commitment to
it at one’s own cost, assuming the training as a constructive process, where needs are
detected and itineraries and projects are made up, so as to provide the teacher with
opportunities to further improve his/her professional skills and develop him/herself as
an educational expert and as a reflective individual. Within this process of education
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
and training a permanent exercise of practice and reflection, involved different paths for
the trainees, intervention and reflection upon different classes and exchanges between
them. According to this concept, the teacher has to learn the contents of his/her subject
in a strategic and metacognitive way in order to teach his/her students how to learn,
using a teaching methodology, which will promote a reflective transfer of learning
procedures.
The scientific value of this educational project lays on the importance of
validating it in real contexts, which allows us to analyse the meaning of upcoming
changes and compare theme with the existing scientific knowledge on the subject.
The assessment device for this educational project was constructed on the basis
of the comparison of three “intact live groups” (groups already existing in a school),
adopting a quasi-experimental design.
The educational project also aimed at developing the pupils’ awareness and at
deliberating self-regulation of their action. Avoiding teaching study techniques in a
mechanical way, we taught learning strategies in contexts which make sense for the
pupils, encouraging a classroom atmosphere prompt to reflexion, where doubt and
inquiry place an important role. We also promoted situations, which helped transfer the
learning strategies. Therefore this teacher training approach aimed at raising teacher’
awareness on their teaching procedures and to understand their inherent effects, that is
at helping them to control their mental processes as well as increasing their knowledge
about their own cognitive processes.
The research showed the possibility of using learning strategies in classroom
within a regular curriculum. The variety of the results led us to a final reflexion
organized around two issues: the need to include this topic- learning strategies - in
teacher training activities and the importance of learning strategies in today’s school.
Educational Project
Teachers’ education and training
A set of principles framed the leading support of this teachers education and
training project: cooperation and participation, individual commitment to it at one’s
own cost, assuming the training as a constructive process, where needs are detected and
itineraries and projects are made up, so as to provide the teacher with opportunities to
further improve his/her professional skills and develop him/herself as an educational
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
expert and as a reflective individual. The training allowed a permanent exercise of
practice and reflection, involving different paths for the trainees, intervention and
reflection upon different classes and exchanges between them.
There was permanent negotiation over an initial contract and flexibility of roles,
respecting the equality of forms of the research and training processes between the
trainer/research and the teachers as well as between these ones and the students.
Phases in the construction of the teacher/researcher peer collaboration
This teacher education and training approach was based on situations and
problems of the professional reality. It was a starting point of confrontation between
theory and practice, allowing knowledge advance and efficiency of action (Faber,
1994). Promoting knowledge was decisive, as it permitted groundwork and helped the
working-up of tools adequate to the analysis and understanding of practice.
Theory turned into practice, "theoretical practice". "Theoretical knowledge does
not teach us what to do, nor how to do it, but it leads us to act on reasonable judgement"
(Faber, 1994:87). Practice is ultimately a learning training source, allowing access to
multi-dimensional learning/knowledge, multi-sided natures and constant change. It
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
concerns interweaving theory and practice, one becoming meaningful through the other,
as "the theoretical practice has a goal: getting to know reality, other practices and their
transformation" (idem: 86).
The reflection on the practices constitutes the agglutinative pole of the out-
breaking teachers educational and training, although it does not happen by chance. We
tried to mobilise the self-reflective skills, joining a specific training for learning
strategies with all the teacher’s activity. It would lead to the recognition of reasons,
assumptions, motivations and meaning of their options, their action and to the resulting
output, as it can be observed in the diagram of the process followed during the teachers
educational and training.
Diagram of teachers’ educational and training process
“The reflective practices” embody one of the training instruments capable of
favouring awareness and transforming practices (Schön, 1991). Whatever the word we
use (self-consciousness, metacognition, epistemology of action or simply sanity) the
important fact is that it means a reflective form: the subject takes his/her own action,
his/her own mental ground work operations, an object of analysis, (s)he tries to
understand and perceive his/her own way of thinking and acting (Perrenoud, 1996).
Two issues have driven us: one concerning what the teachers should learn about the
metacognitive use of the learning strategies; the other was linked with the necessary
prerequisites, so that the teacher could learn his/her own learning strategies in a
metacognitive way (Monereo and al., 1995). The teacher as an apprentice of strategies,
willing to teach his/her student, should know when preparing his/her classes, not only
how to learn or how (s)he learned but also when and what (s)he will use the learned
content for.
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
According to this concept, the teacher has to learn the contents of his/her subject
in a strategic and metacognitive way in order to teach his/her students how to learn,
using a teaching methodology, which will promote a reflective transfer of learning
procedures.
The video as a stimulating medium of teacher’s reflective practice
One of the tools we used was the video training, applying the methodology of
stimulated recall in order to obtain the teachers’ reflection over their practice, as well as
their metacognitive exercise. This methodology consists of reproducing (re-
presentation), by means of an audio/ or video medium, an episode/class taped with the
purpose to grant the expectator or listener usually protoganised by a teacher or a
student) a chance to recall and retell his/her thoughts and decisions at the moment. Most
investigating work focuses on the role of metacognitive strategies during class
performance. Yet, metacognition is important for self-learning and self-regulation of
cognition, emotion or human behavioural performance in several areas.
At one of the moments of the teachers’ education and training process, the
stimulated recall fell upon a set of Portuguese language classes, which went through the
following stages:
a set of classes were video-taped. The direction criterium was designed
according to lessons planning of the teachers.
after the teaching period, on the day of the class recording, each teacher was
requested to watch his/her class and to make a free comment on it. They
were requested to stop the session at a decisive moment and invited to recall
a concrete thought, a worry, a decision, etc.
these comments were treated, through content analysis, and returned to the
teachers, to help to be aware of the processes.
The use of the video made possible a diversity of insights and an
approach/distance zoom-effect, which favoured a stimulating, reflective attitude and an
active and constructive one as well.
The objectives of the teachers educational and training project were: helping the
teachers develop awareness processes while teaching and realise their effects, thus
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
fostering a means to control their own mental processes and increasing their learning
about their own cognitive performance.
Some reflections and proposals towards change - from thought to action
Reflection over one’s action is a process that intents to promote among the
teachers an analysis process upon their teaching. The teachers were handed out the
observation analysis as well as their own analysis over the classes. We consider that
"the training can not be built by a piling up process (courses, learning or techniques)
but, on the contrary, by working on critical reflection over practices and permanent
reconstruction of a personal identity. Therefore, it is our main point to invest on the
teachers skills and work them out from a theoretical and a conceptual perspective"
(Zeichner, 1990 in Nóvoa, 1990:70).
So, starting from the identified learning’s, we challenged them by expressing
doubts, laid out changes that were clearly necessary and meaningful, which made
possible the reframing of the teachers conceptual tables and their re-investment into
classroom practice. We will display, as an example, some critical points and the
proposals towards balanced changes.
Table 1
From problem-question to change
Category Indicators Critical point Proposals towards change
Speaking
skills
Verbal
interaction
Closed question/ immediate
answer dominance.
The student is not given
any time to construct.
The task aim is to evaluate,
to prove whether the
students have understood or
still recall the text/theme.
Supplying the students with question
patterns, which they will use as
self--questioning.
Making questions of literal answer
type, of thought and research and
personal types.
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
Table 1 (cont.)
From problem-question to change
Student’s
role
Autonomy There is an autonomy
"deficit" among the
students.
They do what they are told
to by the teachers.
Some students do not
realise the different
learning stages they go
through (exploration,
generalisation, synthetizing,
through note-taking etc.).
The transition generally
remains implicit.
Providing information about the
learning processes and progress.
Encouraging the students to lay out
learning goals.
Helping the student to identify task
requirements.
Acting as a strategic role model.
Appealing to the students planned
self-performance.
Writing
skills
Classroom
resources
The time estimated for
written tasks is short and
most of the times it is
limited to copying the
teacher’s blackboard
register or dictation.
Written communication is
the support students are
supposed to retain.
Using written communication as an
approach means towards learning.
Giving the students autonomous
register procedures (note-taking,
registering on book margins, diagram
building, key-word writing.
Reflecting over the useful techniques
and chances to apply to other
situations.
Reading
skills
Strategies When reading text students
do not often understand and
do not know how to act to
solve the problem.
Teaching the students self-regulation
processes.
Reflecting over effective reading
strategies.
Teaching the students how to
identify the source of difficulties and
find solutions.
Self-expressing their own strategies.
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
The fact that the teachers could reflect about themselves, gave them the
opportunity to be aware of their processes and cognitive output, which stimulates an
active attitude on regulating those processes, according to their practice. One of the
teachers stated "there is no doubt that I was confronted with situations and tasks I had
never thought of, so to say, I had never questioned myself about it " and another one
said "watching my recorded class has given me a different perspective about me (...) it
has made me reflect on my teaching (...) and made me change some things (...).
That is why we should stress the training potential of this methodology.
Changing signs in the teachers
How far did the teachers feel that changes really took place during the
educational project? As far as the procedural aspects are concerned, seven areas were
reported: (a) in the sequence of teaching-learning activities, namely on trying to balance
the conceptual contents, procedure and behavioural aspects; (b) on trying to implement
the social organisation of the class, fostering a stimulating learning environment; (c) in
the role of teacher and student helping the latter towards his/her autonomy in a
responsible way; (d) when using space and time, being aware of the pressure they
exercise over the possibilities of action; (e) shaping the organisation of the contents,
balancing the need of a global logic; (f) in the conception and manipulation of
curriculum materials, facilitating the students’ reflection over their own learning
processes; (g) giving meaning and a role to evaluation and assuring the necessity to
evaluate in a diversified way according to the objects and subjects and aiming at
making decisions of different nature, leading to an attitude of observation, inquiry and
questioning.
The areas subject to changes are directly related to changes at the attitude level
(a more active role while teaching the students how to learn, critical view and reflective
process, systematic questioning…), and at the conceptual level (the importance of
reflection over action within the theoretic references; the importance of placing the
teacher in a “ learner“ position; the learning strategies as a content).
Actually, teachers have changed their beliefs, not only in what concerns the
theory as irrelevant but also as far as the lone efficiency of practice, as part of their
training process. Experiencing real problems and facing them as professionals led them
to reproduce the institutional culture they were inserted in, preventing them from
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
acquiring enough reflective learning. Taking this into consideration, they have assumed
that practice in itself is not enough as institutional routines often "beat" the chances of
critical reflection. These conclusions gave birth to a new vision about theory, not as a
static but a dynamic issue, as a tool which explores reality and an alternative that will
enable them to implement intervening projects in that practice. According to the
teachers’ statements, this new training concept owes its shape to the training they were
involved in, "a theoretical-practical training, simultaneously supervised by the trainer".
Obviously, the theoretical-practical relationship of this concept implies changes, either
from a temporal perspective as far as the teachers educational and training, or the trainer
´s role which has to be more active, participating in the educational innovation of
schools. We all know these changes require some time and systematic follow-up.
Classroom practice
It was assumed, during the classroom practice, that learning strategies were part
of the curriculum and, thus, they were linked with the contents/procedures and attitudes,
values and programmatic patterns of the different objects. We opted for the modus that
Monereo, C., Castelló, M., Clariana, M., Palma, M. and Pérez, M. L. (1995:27) make of
the learning strategies, understood as “decision-making processes (conscious and
intentional) through which the student chooses and recovers in organized manner the
knowledge he needs to complete a request/question or an objective, under the
characteristics of an educational situation in which the action is taking place”. These
strategies take for granted the control of procedures and techniques the acquisition of
which should be obtained in a sequence order from the low schooling levels. As the
classroom practice occurred at the last compulsory school level (9th), we took care of
their initial evaluation and worked with them according to their individual skills. Due to
their lack of autonomous use of the learning strategies, we started by teaching how to
learn them in a systematic way.
We tried to develop the students´ thinking abilities/cognitive capacities
enhancing their metacognitive competences because we can not dissociate teaching
strategies from metacognitive activity whenever we want to promote changes which
may be transferred and fulfilled by students through autonomous patterns.
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
We have followed the recommendations on pedagogic action towards teaching
students learning strategies by Monereo and others (1995:38) when making our
educational project proposal and requested the teachers to accomplish it.
As a result, the teachers reflected with their students, attempting to help them
visibly, and in connection with their learning of performances/ transversal and specific
contents of several curricular subjects, to:
reflect over their own way of learning , aiming at improving their processes;
get to know themselves as “learners”, identify their difficulties and
competences at the learning moment, in order to anticipate and fill in their
gaps and needs during their learning situation and ask for help;
dialogue with one another, to activate their previous knowledge on the
handling material and to relate them with each new piece of information;
be intentional as to the objectives of their own learning and understanding of
other people’s priorities and objectives, especially their teachers´, so as to
better adjust to their demands;
study to learn and not only to pass an examination in school subjects,
making it clear that we can only learn properly when it implies
comprehension effort and, above all, we should show them that this learning
is more profitable in the future because it is lasting and functional;
act in a scientific way in his/her learning, converting ideas into hypotheses,
giving evidence of the validity of those ideas through experimentation or
confronting them with other ideas, interpreting the obtained results and
reformulating them if necessary from the starting point.
In short, with the classroom practice we intended to foster among the students
awareness and determined/intentional regulation of their action. The mechanical
teaching of studying techniques was avoided; learning strategies were taught in
functional contexts; a reflective classroom atmosphere, favourable to doubts and
research was stimulated, and we questioned some situations which would help transfer
learning strategies.
As far as the assumption about metacognitive knowledge, we were, above all,
sensitive to the model developed by Borkowski and his colleagues. Its emphasis lies on
the connection between the metacognitive, motivational and attitude factors – including
success/failure attributions and the surge of self-esteem – and how these interactive
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
components play determinant roles during the on-going and generalisation of the
successful use of learning strategies (Borkowski, Carr, Rellinger, Pressley, 1990:55).
Lopes da Silva (1996:122) stands out these components of the model due to their
decisive importance: “specific knowledge of strategies – through instruction and
practice, a school child starts learning specific attributes of the strategies, their
application scope and efficiency; the general knowledge of the strategies – a child
recognises and believes in the general usefulness of being strategically positioned, i.e.,
he knows he will be able to obtain better results in his task if he applies the strategies
adequately and he recognises he must commit himself to a correct application of the
strategies ( this knowledge is related to the attributable beliefs about the causes of
success/failure and self-esteem ); procedures of metacognitive acquisition – it is not
enough to know the strategies, it is necessary to know how to select them according to
the on-course task or solving a problem; to monitor their use and assess their efficiency
level.
Either acquainted with the learning strategies and with what they imply, or with the
demands laid down by the curricular objectives and contents, the teachers organised
(with the investigator’s support) their practice having in mind their students´ learning
success. This way, new materials were built, questions made, and plans of action
created and an intervention was planned all along the 2nd and early 3rd terms. Each
teacher, according to his/her practising style, transferred his training experience into his
class practice. There were no recipes as they disfigure any educational attitude. On the
contrary, we experimented concrete forms of action favouring learning how to learn.
Changing signs in the students
In general terms, we have had some expectations: to find meaningful differences
between the students under the educational project and the rest. We admit beforehand
that those differences concern the teachers´ practices, which has come to be true. The
statistic results show that, in general, the educational project group obtained a relatively
significant superior outcome and improved much better than the two other groups, in
several tasks (summary writing, outlining, task awareness, self-regulating activities,
strategy coherence, among others) (Veiga Simão, 2001).
It was also possible to identify, among the students of the educational project
group, behaviours and attitudes, which favour “learning how to learn” appetence.
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
We have found in a greater number of students of the first group:
clues/references which mobilise their strategies to other situations, showing
awareness as to their possible transfer;
awareness about learning activities as self-managing, monitoring, taking
decisions about data and their mobilisation;
clarity about the connection between processing for task-solving and the
purpose of the procedure, when emerging references to task demands and
knowledge of cognitive and metacognitive strategies;
strategic employment of procedures, taking decisions over strategies towards
a certain situation and managing their accomplishment, assessing and
correcting them when needed be;
attitudes: positive ones before learning strategies, taking into account the
future benefits brought by their efforts, guiding to self-evaluation and self-
correction, pointing at itineraries, mobilising processes, increasing their self-
esteem/growing more self-confident, investing in time and effort;
Conclusion
The need of teachers educational and training on learning strategies
We feel that, whatever the selected training strategy, it will inevitably lead the
teachers to: a) take the control of the different syllabuses to handle the tools which will
be used in the analysis of the pedagogic reality they are going through; b) experiment
new alternatives, getting involved into them (such as, investigation - action ...); c) opt
for supervision by researchers/trainers who will support them in the analysis task and
understand the complexity of situations, cooperating in the alternative interventions.
We have come to the conclusion that, not until they became trainees, did the
teachers feel the need for training in learning strategies. The teacher should be able to
learn and teach the syllabuses strategically to provide the students with tools they will
apply to their own resources in a strategic way. That is why we applied the principles
underneath the concept of learning strategies (awareness, purpose, self-regulation) to
the teachers’ educational process.
The teachers´ participation in the educational project has made them aware of
their role as agents towards change and has convinced them of the relevance of those
changes when reflecting over them, through evaluation and making proposals for new
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European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
changes. Some have faced the classroom practice/training route as "a philosophy, which
will allow us to change through permanent searching process". There will be, no doubt,
limitations and restrictions deriving from contexts and from the ethnic nature of the
education intervention itself.
The importance of learning strategies in today’s school
In short, our study has confirmed the research data on learning strategies and it
seems to us that it is innovative and brings something new in what concerns its
application, neither to individual groups nor to limited spans of time but adequately
inserted in the curricular subjects. It reinforces the importance of an ecological study
inside the classroom and the conditions to be respected to secure the educational project
efficiency. We also stand out the teachers´ engagement in the research, which allowed
them to take hold of the methodologies of action beyond the investigator’s educational
project.
The reflection around the teaching and learning strategies leads us to question
the importance of working them at institutional school level. Parents, teachers and
education responsible people have shown their dissatisfaction with a teaching
perspective turned into the almost exclusively accumulation of knowledge and they
consider as being decisive to supply the students with self-help tools to face knowledge
building. This dilemma should be incorporated by the different actors of the institutional
school, making part of its educational projects the need to transform school education
into a learning process which would give the future citizens adequate instruments for an
all-life apprenticeship.
There is no doubt that no matter how high the accumulation of knowledge may
be, at the beginning of one’s school life, it is not enough. It is necessary to design
curricula, which may foster not only the desire to learn but also to carry on learning.
This requires changes that include the curricular contents and the organising shape of
the school institutions, as well as the conceptions, attitudes and the strategies of the
agents of the educational activities - the teachers and students.
Abstract
One of fundamental tasks of schools is to endow students with strategies, which
enable them to re-elaborate, to transform, to contrast and critically rebuild knowledge,
13
European Conference on Educational Research - School of Psychology and Educational SciencesUniversity of Lisbon - 11-14 September 2002
that is develop strategic knowledge. That’s why one of today’s key lines in educational
research is help teachers develop structures to help students learn, and learn how to
learn.
Due to the importance of this issue, we decided to carryout a research project on
learning strategies. In this study we have emphasized both classroom practice with the
students and training of teachers, aiming at encouraging a reflective, active and
constructive attitude. During this in course research, the teachers and the researcher
collaborated in the classroom practice.
The main goal of this study was to organize and evaluate an educational project
on learning strategies, designed to be applied at the last compulsory school year. Not
only did we work with pupils, aiming to raise cognitive, metacognitive and motivational
strategies, but we also worked out a teacher training procedure in order to stimulate a
reflective, active and constructive attitude The scientific value of this educational
project lays on the importance of validating it in real contexts, which allows us to
analyse the meaning of upcoming changes and compare theme with the existing
scientific knowledge on the subject.
The research showed the possibility of using learning strategies in classroom
within a regular curriculum.
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