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Teaching and Teacher Education 66 (2017) 231e241

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Teaching and Teacher Education


journal homepage: www.elsevier.com/locate/tate

A study of EFL teacher expertise in lesson planning


Weiying Li a, b, Weicheng Zou c, *
a
Faculty of Education, East China Normal University, 500 Dongchuan Rd., Shanghai, 200241, China
b
English Department, Changzhi University, 73 East Chengbei Rd, Changzhi, Shanxi, 046000, China
c
School of Foreign Languages, East China Normal University, 500 Dongchuan Rd, Shanghai, 200241, China

h i g h l i g h t s

 Expert EFL teachers plan with fluency and efficiency.


 Expert EFL teachers plan for learning process.
 Expert EFL teachers plan based on the Focus-on-Form pedagogy.

a r t i c l e i n f o a b s t r a c t

Article history: The research has explored EFL teachers' expertise in lesson planning by investigating the planning
Received 22 September 2016 process through focus groups and interviews. It reveals that expert EFL teachers' performance in lesson
Received in revised form planning features more fluency and efficiency, more concentration on learning process design and an M-
7 March 2017
M-M/F1 pattern of activity selection. Their performance is compatible with and underpinned by expert
Accepted 14 April 2017
EFL teachers' knowledge about pedagogy.
© 2017 Elsevier Ltd. All rights reserved.
Keywords:
Teacher expertise
EFL teacher
Lesson planning

1. Introduction their domains (Ericsson & Towne, 2010; Ericsson, 2014; Johnson,
2003, 2005; Johnson et al., 2008), in tasks or activities
An expert is a person who excels in a specific domain, and (Farrington-Darby & Wilson, 2006), and especially on “represen-
expertise is “expert skill or knowledge: the skill, knowledge or tative tasks” (Ericsson, 2014, p. R509). For instance, Johnson (2003)
opinion possessed by an expert” (Ericsson & Towne, 2010, p. 404). hypothesized a general characterization of good task designers
The study of one's expertise is to “look at what characteristics ex- with 25 characteristics in terms of what and how they practice
perts possess, what procedures they follow, and how they differ [emphasis added]. However, Chi (2006) insisted that “differences in
from non-experts” (Johnson, 2010, p. 217). the performance of experts and non-experts are determined by the
The previous literature has witnessed two mainstream per- difference in the way their knowledge is represented” (p. 23), hence
spectives for the articulation of expertise, i.e., a behavioral one vs. a taking a cognitive perspective to distinguish experts from non-
cognitive one. The behavioral perspective is taken by those who experts. The cognitive perspective, drawing on the cognitive
strongly advocate “performance-related measures of experts” approach of information processing, indicates that experts possess
(Johnson, 2003, p. 17) to see how exceptional persons perform in greater minds in terms of global quality of thinking (Chi, 2006),
excellent long-term retention (Lehmann & Gruber, 2006), excep-
tional knowledge, extensive knowledge base and hierarchical or-
ganization of knowledge (Tan, 1997).
* Corresponding author. School of Foreign Languages, East China Normal Uni-
versity, 500 Dongchuan Rd., Shanghai, 200241, China. Similar to expertise studies in general domain, teacher expertise
E-mail address: wczou@english.ecnu.edu.cn (W. Zou). has also been identified with both behavioral and cognitive in-
1
M-M-M/F pattern refers to the way expert EFL teachers select teaching activ- dicators (Dodds, 1994). Earlier studies focusing on the proactive
ities in lesson planning. The three MS are short for Meaning-focused activities
stage found that experienced and expert teachers were more likely
respectively at pre-, while- and post-reading stages, while F refers to Form-focused
activities at the post-reading stage. to start a lesson plan with instructional activities, content or learner

http://dx.doi.org/10.1016/j.tate.2017.04.009
0742-051X/© 2017 Elsevier Ltd. All rights reserved.
232 W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241

Abbreviations ETc expert EFL teacher C


ETy expert EFL teacher Y
ET expert EFL teacher ETw expert EFL teacher W
ETS plural form of ET NET1 the first group of experienced non-expert EFL teachers
NET experienced non-expert EFL teacher NET2 the second group of experienced non-expert EFL
NETS plural form of NET teachers
ST student teacher NET3 the third group of experienced non-expert EFL
STS plural form of ST teachers
M-F-F meaning-focused activity e form-focused activity e NETn experienced non-expert EFL teacher N
form-focused activity NETq experienced non-expert EFL teacher Q
M-F-F/M meaning-focused activity e form-focused activity e NETz experienced non-expert EFL teacher Z
form-focused activity/meaning-focused activity NETw experienced non-expert EFL teacher W
M-M-M/F meaning-focused activity e meaning-focused NETb experienced non-expert EFL teacher B
activity e meaning-focused activity/form-focused STh student teacher H
activity STc student teacher C
ETz expert EFL teacher Z STy student teacher Y
ETm expert EFL teacher M

interest (John, 2006; Johnson, 2003; Peterson, Marx, & Clark, 1978; hand, and a strong ability to integrate learners' communicative
Zahorik, 1970), while others focusing on the interactive stage needs, the instructional objectives and language skills into lan-
revealed that expert teachers were characterized by more auto- guage tasks, thus maximizing opportunities for learners' language
maticity, being more opportunistic and flexible in teaching, more learning at the interactive stage on the other. The study also char-
sensitive to task demands and social situations, faster and more acterized expertise as a dynamic and developmental process, i.e., a
accurate in pattern recognition and typical events (Berliner, 2004; process of “theorization of practical knowledge and the ‘practical-
Wolff, van den Bogert, Jarodzka, & Boshuizen, 2015) and improvi- ization’ of theoretical knowledge” (Tsui, 2003, p. 227), developing
sational practice (Borko & Livingston, 1989; Sorensen, 2016). out of “a constant engagement in exploration and experimentation,
Following the cognitive approach, researchers have attributed problematizing the unproblematic, and responding to challenges”
these superior expert teacher behaviors to the knowledge base/ (Tsui, 2003, pp. 277e278). Farrell (2013) proposed taxonomy of ESL
schema of expert teachers. It has been found that expert teachers teacher expertise by eliciting reflections from five L2 teachers with
own a richer and more sophisticated and elaborated knowledge 15 working-years. It comprises five characteristics of ESL expert
base, more developed schemata or routines (Borko & Livingston, teachers, including knowledge about learning and teaching,
1989; Peterson & Clark, 1978; Westerman, 1991; Yinger, 1980), engaging in critical reflection, accessing prior experiences, active
and a breadth and depth of knowledge of subject matter and pro- student involvement, and informed lesson planning. The informed
gression (Eaude, 2014). Expert teachers also possess different types lesson planning, according to Farrell (2013), means that expert
of specific knowledge that makes them superior to non-experts. teachers tend to plan lessons “with efficiency, with comfort, with
Specifically, expert teachers possess rich and deep PCK devel- ease; ability to anticipate events of a lesson; strategies for focusing
oping through the interaction of experts' flow knowledge and stock on lesson planning…to accommodate their students' needs, chal-
knowledge (Saito & Atencio, 2016), in-depth knowledge of content lenges and interests” (Farrell, 2013, pp. 1077e1078).
material (C. M. Thomas & Thomas, 2012), event- and experience- Lesson planning, as evidenced in literature, is an important
based knowledge (Wolff et al., 2015) and so forth. So far, it can be aspect where teacher expertise exists (Borko & Livingston, 1989;
seen that teacher expertise has been identified either behaviorally Farrell, 2013; Tsui, 2003, 2009; Westerman, 1991; Yinger, 1980;
or cognitively. However, teaching is such a process of making Zahorik, 1970). It “exposes teachers' beliefs, understandings, and
conscious pedagogical decisions (Loughran, 2010; Richards, 1998) orientations” (Baecher, Farnsworth, & Ediger, 2014, p. 120) about
that expert teachers draw heavily on the teacher knowledge or the curriculum, the subject concerned, the students, pedagogy and
their knowledge base (Wright, 2010) to successfully negotiate so forth. It follows that, in addition to the understanding of general
classroom events in more elaborate ways (Shulman, 1986) and to teaching, lesson planning for ESL/EFL teaching “synthesize(s) our
achieve an adept, interactive, responsive and fluid performance. understanding of second language acquisition and language
Hence, it would be reasonable to look into teacher expertise in both teaching pedagogy with our knowledge of our learners, the cur-
how they perform and what knowledge they possess for their riculum, and the teaching context” (Ashcraft, 2014, p. 1). Specif-
performance, i.e., to mix the behavioral indicators and the cognitive ically, good ESL/EFL lesson planning must embody effective
ones (Dodds, 1994). pedagogy in ESL/EFL teaching and learning, which embraces the
Compared with the rich studies on teacher expertise as a general ideas of learning-centered methods: language development is
field, research focusing on ESL/EFL teacher expertise by studying incidental, meaning-focused and comprehension-based
expert teachers is limited in only a few recent studies (Dura n- (Kumaravadivelu, 2006). Task-based language pedagogy (Ellis,
Martínez, Beltran-Llavador, & Martínez-Abad, 2016; Farrell, 2013; 2013a, 2013b) translates the ideas in an excellent way. It empha-
Tsui, 2003, 2009). The representative work has been found in Tsui sizes the importance to develop learners' language by engaging
(2003, 2009) and Farrell (2013). Tsui (2003, 2009) explored ESL them in authentic communication to make meaning negotiation
teacher expertise as being both a state and a process by comparing while making deep processing of the information, which may bring
four ESL teachers representing different levels of expertise in Hong about their consciousness of language. It also embraces the ideol-
Kong. The study demonstrated that the expertise of the expert ESL ogy of focus-on-form instruction (Long, 1991). Besides, good ESL/
teacher was characterized by very rich and elaborate planning EFL lesson planning tends to follow the three principles of Universal
thoughts and ‘mental dialogues’ at the pre-active stage on the one Design for Learning (UDL) proposed by Center for Applied Special
W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241 233

Technology (as cited in Ashcraft, 2014), that is, “provide multiple The MED students who were recruited as STS had no formal
means of representation, provide multiple means of action and teaching experience.
expression, and provide multiple means of engagement” (p. 8).
Do expert ESL/EFL teachers design good lesson plans? How do 2.2. Data collection
they perform in lesson planning? What knowledge do they possess
for lesson planning? Answers to these questions have not yet been 2.2.1. Focus groups
well theorized due to the scant research in this field. Although Tsui The ETS and the NETS joining in the community-based in-ser-
(2003, 2009) and Farrell (2013) have gained some insightful find- vice EFL teacher training program were organized to work in
ings about expert ESL teachers' lesson planning expertise, they have groups for a lesson planning assignment. There were three to four
been obtained through interviews alone (Farrell, 2013) or in- teachers in each group. Due to the collegial working environment,
terviews plus written lesson plans (Tsui, 2003, 2009). These the five ETS were placed in four groups working with some NETS,
methods fail to capture the concurrent thinking and performance forming mixed groups. Other NETS worked in two NET groups.
during the process of lesson planning. It is in this sense that we Hence, originally there were six groups, i.e., four mixed ones and
consider it necessary to carry out a study to investigate the process two NET ones (NET1 and NET2), but later another NET group (NET3)
of ESL/EFL expert teachers' lesson planning. It will show how expert emerged out of the mixed groups as the result of the initial data
teachers design a lesson plan and what they design for a lesson. preparation prior to the analysis. The reason will be explained later
Follow-up interviews are arranged for the exploration of teacher in this paper. The ST group, as a comparison one, worked alone on
knowledge and understandings of pedagogy that underpin their the same assignment.
lesson planning performance. In short, the research aims to explore Each of the participants was given an article similar in length
EFL teacher expertise by answering the following questions: and style to the texts they regularly used in their daily teaching.
After each of them studied the article for 10 min, they were
1) What characteristics of performance do expert EFL teachers required to plan a 40-min-long lesson with a 15 min' group dis-
display during the lesson planning? cussion. The planning results were orally reported at the end of the
2) What knowledge/understandings about pedagogy do expert EFL planning activity.
teachers possess for their performance? The whole process was video- and audio-taped.

2.2.2. In-depth interview and stimulated recall


2. Research methodology Semi-structured interviews were conducted with all the five ETS
and three NETS. Each lasted about an hour, where they were asked
The current research employs a set of qualitative methods, five questions that ranged from educational background informa-
including focus group, in-depth interview and stimulated recall, to tion to personal life and working experience (see Appendix).
investigate the expertise of expert EFL teachers in Shanghai. Stimulated recall questions were incorporated into the in-depth
interview. They were formulated according to the interviewees’
2.1. Participants particular performance in the lesson planning to obtain an under-
standing of the targeted performance.
The study initially involved 21 EFL teachers in Shanghai, China, The outline of the interview questions was sent to the in-
including five expert EFL teachers (ETS), ten experienced non- terviewees several days before the interview.
expert EFL teachers (NETS) from secondary schools and six stu-
dent teachers (STS) in an EFL MED program at a local university. The 2.3. Data analysis
ETS and the NETS were recruited through a community-based EFL
in-service teacher training program, while the STS took part in the The data from the focus groups and interviews was transcribed
research in one of their compulsory EFL teaching pedagogy classes. first. Then, the transcripts were read and coded by following
The identification of expert teachers was made through different procedures. The former was coded in both inductive and
recommendation due to the difficulty in identifying experts, deductive ways, while the latter was analyzed based on the general
particularly with professions like teaching (Ericsson, 2006), and the inductive approach (D. R. Thomas, 2006).
fact that the experts were situated, context-dependent (Eaude,
2014) and school-culture-bound (Sorensen, 2016). The recom- 2.3.1. Analysis of the data from the focus groups
menders were three senior teacher trainers who had been selected Initial preparation work was carried out for the coding of the
competitively, appointed and funded by the Shanghai Municipal data from the focus groups. The videos of the focus groups were
Educational Commission to run their local in-service training pro- first watched repeatedly to find out how exactly teachers worked
grams on the basis of the schools where they had been teaching for together for the lesson planning. The close watching demonstrated
many years. As local teachers themselves, they had regular contact that the teachers in the NET groups (NET1 and NET2) co-
with the local EFL teachers, hence knowing them very well. Upon constructed their lesson planning through detailed negotiation,
the request of the authors, the three trainers helped to recruit the while the ETS and the NETS in the four mixed groups cooperated in
ETS and the NETS through their in-service training programs. As two divergent ways. Specifically, in the first three mixed groups, the
they reported, all of the candidates recommended as ETS were ETS dominated the whole discussion by taking the initiative to
senior teachers with more than ten years' working experience as create the lesson plan and did most of the talking while the NETS
English teachers, took academic leadership in English section in just talked about their ideas. The ETS' ideas then were taken as the
their own schools, and were recognized as the most competent products reported at the end of the planning activity. In the fourth
teachers in the local schools, enjoying wide reputation among group, the ET and the NETS had a heated discussion, where they
school colleagues, students and parents. argued against each other. The discussion witnessed disparate and
Other local teachers, who were receiving the three trainers' in- independent ideas between the ET and the NETS. The final report
service teacher training but not recommended as ETS, were taken then was made based on the ideas of the two sides.
as NETS. They had working experience between five and eighteen The observation of the videos revealed that the ETS0 data in the
years. four groups was only minimally affected by their co-workers’,
234 W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241

which allowed them to be separated from the mixed groups. result, the deductive analysis engendered two sets of information,
Consequently, the ETS0 data was put together into one data group as the cognitive activities experienced by the participants and the
a single ET group for data analysis, while the NETS' data in the teaching activities designed by them. They represented a picture of
mixed groups was treated in different ways. Those in the first three the participants' characteristics of performance in lesson planning.
groups dominated by the ETS were removed from analysis while
the data of the NETS in the fourth group was taken out as a newly 2.3.2. Analysis of the interview data
formed NET data group (NET3) because they demonstrated inde- The interview data was first transcribed, read and summarized
pendent ideas unaffected by the ET in the group. to explore themes on teachers' knowledge or understandings about
After the initial preparation work, two rounds of coding were language teaching and learning, serving the purpose of triangula-
carried out to analyze the qualified data in one newly formed ET tion. The themes arising out of the data included EFL teachers'
group, two intact NET groups (NET1 and NET2), one newly formed knowledge about particular teaching techniques, knowledge about
NET group (NET3), and the intact group of student teachers (ST). teaching per se, and understandings about EFL pedagogy.
The first round was an inductive analysis by following the
constant comparative methods, and it went through a three-phase
3. Results
process of initial coding, focused coding and theoretical coding
(Charmaz, 2014). Out of these processes, four themes emerged,
Only the results obtained from the two rounds of data analysis
where the STS, NETS and ETS show salient differences in four as-
of the focus groups will be given an elaborative demonstration as
pects: instructional procedures, repertoire, integrative activity
shown in this part, while the results from the interview data will be
design and treatment of language forms.
applied directly for justification and triangulation.
The second round followed a deductive principle based on an
operator-referent system. It was created by combining a set of a
priori codes, both operators and referents, from Johnson's TADECS 3.1. The four themes of the inductive analysis
(i.e., Task Design Coding System) (2003, p. 50) and some grounded
codes in the data, mainly the teaching activities proposed by the Table 3 illustrates the four themes emerging from the inductive
participants. data analysis of the focus groups. They represent the common
Operators are the verbs representing the cognitive activities the ground on which the three types of teachers work on their
participants involved in the planning process. Table 1 illustrates the assignment.
operators modified and refined from Johnson's original version. The The instructional procedures including pre-reading, while-
referents refer to all the teaching activities proposed or designed in reading and post-reading stages were found in all the observed
the planning by the participants. They are divided into two cate- lesson plans except two. One was by NET3, who constantly pro-
gories, meaning-focused activities and form-focused activities. The posed and changed lead-in activities for the pre-reading stage,
former refer to the activities involving the communicative purpose simulating the would-be dialogic details between the students and
in the exchange of information, ideas or opinions, while the latter themselves, which was commended as “too fancy” by their coop-
refer to those designed for the exclusive purpose of learning lan- erating ET (ETw). As a result, they failed to propose proper activities
guage forms (see Table 2). for while- and post-reading stages within the given time. The other
The coding of the operators and the referents was carried out by was from an ET. She just proposed a jigsaw activity for the lesson
following some principles. The operators were coded based on the after a brief lead-in activity at the pre-reading stage, without
meaning of either a sentence or a discourse made up of turns in talk mentioning the post-reading stage. In spite of the two cases, all the
that reflected a participant's cognitive activity. The coding of the teachers showed a strong awareness to follow a three-stage-model
referents did not cover all the activities mentioned or considered to of pre-, while-, and post-reading stages to design their lessons.
be potential choices, but only those with different names and for However, the three types of teachers paid different degrees of
different purposes. In other words, those activities given different attention to different stages. All the ETS proposed a very brief lead-
names but of the same form were treated by giving one code. As a in activity for the pre-reading stage, then quickly moved into the
design of the while-reading stage and discussed most about it. The

Table 1
The operators and their descriptions.

Operators Descriptions

Propose Suggest a possible solution/activity etc.


Re-propose Suggest an alternative solution/activity
Review Go over what has been done
Modify Make changes in a previous proposal
Describe Give a descriptive account of how to organize activities
Summarize Summarize the main idea of a paragraph/passage in a word and design a worksheet for student reading
Question Show uncertainty about or question the appropriateness of something
Simulate Verbalize what a learner or a teacher would say or think in the classroom they are planning for

Table 2
Classification of the referents.

Meaning-focused activities Form-focused activities

jigsaw; prediction; T/F questions; guessing game; quiz; brainstorming; matching; lecture on language forms (LoLFs); listening for word/phrases-based gap-filling
autonomous peer tutoring (auto-PT); factual gap-filling; interview; role-paly; free (listening for W/Phr-based GF); teacher-fronted text-based reading (TFTBR);
talk. verbatim role play; verbatim presentation; retelling; word/phrases-based gap-filling
(W/Phr-based GF).
W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241 235

Table 3
The themes and their explanations.

Names of the themes Explanations

instructional procedures The stages the participants designed for the lesson, including pre-reading (entailing lead-in), while-reading and post-reading stages
repertoire The storage of teaching techniques and skills in material treatment, such as particular teaching activities, splitting the text, and designing
worksheets etc.
integrative activity design The integration of the features of instructional materials, learner's learning differentiation and learning processes into teaching activities
treatment of language The way the participants attend to language forms like grammar, vocabulary and functions
forms

STS showed a general tendency to discuss more about the lead-ins. Table 4
However, the NET groups showed diversity. NET1 grappled with the Cognitive activities in lesson planning.

while-reading stage, while NET2 almost skipped this stage. NET3 Operators STS NETS ETS
engaged themselves in elaboration of different options of lead-in 1) pre-reading stage 6 18 6
activities for the pre-reading stage. (Total)
The repertoire was defined to refer to the teachers' storage of propose 3 3 6
teaching techniques and skills in the material treatment. The data re-propose 0 5 0
review 3 3 0
reveals that both the ETS and the NETS possessed rich repertoire,
simulate 0 2 0
while the STS had little. All the ETS and most of the NETS were able describe 0 5 0
to make use of the structural features of the material for activity 2) while-reading stage 3 22 17
design by adapting, deconstructing and reconstructing the original (Total)
propose 3 2 7
material or splitting the information. They were also able to pro-
re-propose 0 4 0
pose many teaching activities at ease. For instance, at the very modify 0 4 0
beginning of the planning, NETn said: “I have several proposals for question 0 2 0
lead-in. First, the teacher pretends to be the shark scientist and the review 0 5 0
students ask the teacher questions about his job. Second, the describe 0 0 4
summarize 0 0 6
teacher and the students exchange the roles. The teacher asks
simulate 0 5 0
questions and the students answer them … and the last one is true 3) post-reading stage 3 6 4
or false questions.” (Total)
The integrative activity design was meant for describing the propose 1 2 4
participant teachers' behavior of incorporating the features of the re-propose 1 3 0
question 1 1 0
instructional material and student learning into an activity. The Questions across stages 13 0 0
three types of participants showed different degrees of ability in
this aspect. For example, the ET who designed a jigsaw reading
integrated the elements perfectly, but the STS who intended to
which they went back and forth across the three stages. The NETS
lecture about the text paragraph by paragraph demonstrated little
registered the highest quantities of operators in terms of the total
ability of integration.
number (46 altogether) and types (almost all types except “sum-
The treatment of language forms was defined to capture the
marize”) across the three stages. These operators constituted a
different ways the participants attended to language forms in lan-
messy picture of their planning process that involved frequent and
guage instruction. Both the NETS and the STS treated linguistic el-
confusing changes. However, the ETS registered fewest number and
ements by explicit instruction. For example, some NETS said they
types of operators (only 17 “propose”, 4 “describe” and 6 “sum-
would elaborate on the usages of words and expressions in
marize”). Hence, the operators indicate that the ETS were more
teaching, while some STS said they would tell students the meaning
fluent and efficient in lesson planning than the other two types of
of the words directly. However, the ETS treated linguistic knowl-
teachers.
edge in two ways. They either “overtly draws students' attention to
A second characteristic revealing from Table 4 is that both the
linguistic elements as they arise incidentally” (Long, 1991, p. 45)
ETS and the NETS registered their largest quantities of operators at
during learners' communication for meaning, like in a jigsaw ac-
the while-reading stage (22 for the NETS and 17 for the ETS). The
tivity, or set exclusive exercises for consolidating the language after
most operators committed by the ETS were attributed to their focus
the meaning-focused activities, which took the forms of linguistic
on the most important part of the lesson, i.e., the while-reading
gap-filling and verbatim role-play.
stage. However, it was not true of the NETS. In other words, the
largest number of the operators did not necessarily mean that the
3.2. The results of the deductive analysis NETS also attached the greatest importance to the while-reading
design, because they were contributed by the three NET groups
The deductive analysis produced a cluster of cognitive activities unevenly (see Table 5).
presented by the participants in the process of lesson planning and Table 5 shows that out of the 22 while-reading stage operators,
a set of instructional activities they designed for their lesson plans.

3.2.1. Cognitive activities


Table 5
Table 4 displays the operators registered by the STS, the NETS The number of NETS' operators in total and of individual groups.
and the ETS during their planning for the three stages. It reveals
NETS (total) NET1 NET2 NET3
some distinct features of the cognitive process experienced by the
three types of teachers. The STS produced as many as 13 questions pre-reading stage operators 18 4 2 12
across stages during the planning. These questions were attribut- while-reading stage operators 22 19 3 0
post-reading stage operators 6 2 4 0
able to the STS' relative confusion of the working procedures in
236 W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241

19 were contributed by NET1, 3 by NET2 and none by NET3. The


uneven distribution among the three NET groups failed to
demonstrate that the NETS would focus their work on the while-
reading stage as a general principle.

3.2.2. Teaching activities


The data analysis also resulted in a picture of teaching activities
the participants selected for their lesson plans as illustrated by
Fig. 1 below.
Fig. 1 demonstrates different characteristics of the three types of
teachers in their selection of activities along the three stages. The
STS organized their activities in an M-F-F pattern, where meaning-
focused activities were followed by form-focused activities at both
the while-reading and the post-reading stages. The NETS0 selection Fig. 2. Inductive and deductive results.
of activities took on an M-F-F/M pattern, that is, meaning-focused
activities for the pre-reading stage, with form-focused activities
following up at the while-reading stage and a mixture of meaning- found to be a good reason for the differences in fluency and effi-
and form-focused activities at the last stage. The ETS' selection of ciency of planning between the ETS and the STS. The ETS0 broad
activities featured an M-M-M/F pattern, where meaning-focused accumulation of teaching techniques, activities and routines
activities were designed for the first two stages, followed by a enabled them to make quick and determinate pedagogical de-
combination of meaning-focused and form-focused activities at the cisions in the planning process. They proposed various teaching
last stage. activities like jigsaw, auto-PT, factual gap-filling, W/Phr-based GF
and free talk, which were richer in number and type than those of
the STS'. It seemed that expert teachers rarely had to design
4. Discussion
classroom activities from scratch, because “they usually had well-
mastered routines for these activities” (Tsui, 2003, p. 26).
The data analysis illustrated above has generated two sets of
The observation of the lesson planning process demonstrated
results from the focus groups with four themes from the inductive
that the STS0 poor storage of repertoire seriously impeded their
analysis and three characteristics of the ETS' performance in lesson
planning. Although, as found in theme1, the STS showed a strong
planning inferred from the deductive analysis. The former is com-
understanding of taking the three-stage model of pre-, while- and
plementary to and accountable for the latter (see Fig. 2).
post-reading to design instructional procedures, they encountered
great difficulty in following it, which was evident in the high fre-
4.1. C1: more fluent and efficient
quency of “questions across stages” (13 codes in Table 4). They kept
asking questions like “what to do at the pre-reading stage” (STh),
The first characteristic (C1) reveals that the ETS had more
“when to teach vocabulary” (STc), “how to teach words” (STy) and
fluency and efficiency than the NETS and the STS in planning, which
“whether the role play (which is actually reading aloud by two
is consistent with the findings in previous research concerning
learners) is proper for output” (STc) during the planning. These
lesson planning (Borko & Livingston, 1989; Farrell, 2013; Tsui, 2003,
questions revealed the STS0 uncertainty in many pedagogical issues
2009; Westerman, 1991). The difference in fluency and efficiency
and they also indicated that the STS had accumulated little reper-
for the three types of teachers comes from two possible sources.
toire of teaching skills yet, hence to add to their difficulty in making
One is the gap in their range of repertoire (theme 2), and the other
pedagogical decisions when planning. In other words, the STS' lack
lies in the correctness vs. incorrectness dichotomy in their under-
of a stored repertoire obstructed their planning thoughts, making
standing about particular teaching techniques, which is less
them frequently shift among the three stages other than followed
observable than the former.
them through fluently from the pre-reading stage to the post-
The gap in the range of repertoire, as suggested by theme 2, is

Fig. 1. Types of teaching activities and their distribution.


W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241 237

reading one. NETz: The benefit of it (referring to the deconstruction and


The above comparison exhibits that the difference in the range reconstruction of the material) is to prevent learners from
of repertoire accounts for the gap in fluency and efficiency in mindset. Learners do not have to follow the author's thoughts at
planning between the ETS and the STS. It is similar to what Johnson the beginning…Learners might develop creativity when they
(2003) concluded, i.e., “the expert (who) has plenty of material in work out a version different from the original material by
repertoire that can be drawn upon” (p. 127). It is also congruent matching the split information.
with the ideas from Yinger (1980) and Tsui (2003), which attributed NETq: The purpose of jigsaw is to extract information through
the fluency of lesson planning to the repertoires of well-established the cooperative fast reading… It actually reduces the individual
routines. reading quantity to only a quarter…It might help learners un-
However, when it comes to accounting for the difference in derstand the content of the reading material, but it does not
fluency and efficiency between the ETS and the NETS, the teachers' facilitate learners' language learning…We have to ask students
understanding of the teaching techniques or activities they possess to do extra linguistic exercises to learn the language points.
as repertoire, other than the repertoire per se, turns out to be the
most likely contributor, because theme 2 illustrates that the NETS The above quotes suggest that the NETS seem to have misun-
had as rich repertoire as the ETS. The following three episodes derstood the purpose of split information in the language class-
illustrate that in spite of the same teaching activities they room (i.e. to create an information gap), while ETz had correct
employed, they differed in their understandings of pedagogy understandings of the activity.
dramatically. The NETS saw the skill of split information or jigsaw as a means
of mind training or obtaining information alone, neglecting the
Episode 1: It (referring to the article) is suitable for jigsaw reading. objective in a foreign language classroom, i.e., learning language
Split the information into four parts and divide students through meaningful communication by overcoming the informa-
into four groups, each reading one part within a group. tion gap. Their bias toward the splitting skill and jigsaw contributed
Then reorganize them into new groups to exchange to their dysfluency in planning in two ways. In the case of NETz, she
information and work out the whole picture. Finally, ask believed the function of the splitting skill was to avoid “mindset”
each group to do a report. (ETz). and provoke “creativity” or “originality” in thinking, but nothing to
do with language learning. However, when she applied the skill
Episode 2: We can split the text into smaller parts, reorganize (see Episode 2), she regarded much about how to engage learners
them according to our own thoughts, then set different in “listening-for-W/Phr-based GF” and teacher-fronted reading,
activities for different parts…We can do a listening-for- giving no signs of mind training. This mismatch between her un-
gap-filling activity for the first paragraph…then a fast derstanding about a technique and her practice was likely to cause
reading for the second part…then combine the last two the problems in planning performance. In NETq's case, she believed
for a detailed reading…but it seems paragraph three is the value of jigsaw was speeding up information obtaining, but it
more proper for listening because it contains a lot of “reduces the individual reading quantity”, and “does not facilitate
numbers... (NET1). learners' language learning”. Her misunderstanding echoes well to
her performance in Episode 3, where her proposal halted at the
Episode 3: We can divide the reading material into four parts point of individual reading within groups and she felt confused
because it contains four questions with correspondent about what to do next. Hence, our analysis suggests that NETq's
answers. Then we make students work in groups with misunderstanding of the function of the jigsaw activity and her
four members each. Each member reads one part, but… ignorance of the procedures of its implementation made her feel
they only read a quarter of the information…then? Er… hard to carry on her planning.
I feel puzzled. (NETq). By contrast, ETz’ remarks revealed an integrative understanding
of jigsaw. She believed that the design of jigsaw was material-
In the three episodes, ETz and the NETS demonstrated different feature-dependent and it was a meaning-based interaction (“It
degrees of fluency in activity design, although they treated the offers learners opportunities to read the material, to listen and talk
material in the same way of splitting information. ETz rattled off the to each other”) to develop learners' interlanguage (“finally gives
proposal of the jigsaw activity without any sign of hesitation, while rise to learners' own language”). Her comments reflect the inte-
the NETS turned out to be dysfluent. Episode 2 constituted the gration of the principles, the process and the objectives of EFL
summary of NET1 group discussion which involved dozens of turns learning and the material features into her interpretation of the
in talk lasting about 8 min, where they committed large quantities jigsaw activity. ETz's correct understanding of the jigsaw activity
of cognitive activities of “re-propose”, “review”, “modify” and allowed her to be highly sensitive to material features, which in
“simulate” (as listed in Table 4). Similarly, NETq's proposal in turn led to her instant adoption of the activity and consequently
Episode 3 broke down several times and ended up in confusion. integration in her planning (Episode 1).
Then, what brought about the difference in fluency in the episodes?
The follow-up stimulated recalls reveal that the contrast of the 4.2. C2: focus more on the while-reading stage
understanding about the material treatment skill between ETz and
the NETS is possibly the main reason. When ETz, NETz in NET1 and A second feature of the ETS0 planning is that they paid the
NETq were asked about their performance extracted above, they greatest attention to the design of the while-reading part, where
answered as follows. there were exclusively meaning-focused activities. The difference
in the degree of emphasis on the while-reading and the types of
ETz: The design of jigsaw depends on the structure of instruc- activities at this stage also reflects the disparity in participant
tional material…It offers learners opportunities to read the teachers' understanding of teaching. While-reading in China is
material, to listen and talk to each other. It finally gives rise to traditionally recognized as the place where teaching and learning is
learners' own language through note-taking, interaction and the more intense.
processing of information. The STS and the NETS tended to understand teaching as a pro-
cess where the teacher took the floor and transmitted knowledge to
238 W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241

students, who passively received it. we do some text-based structural analysis to make the students
The STS selected the activity of lecturing on language forms comprehend the text.
(LoLFs) for the while-reading stage. They stressed during the
planning, “Next, at the while-reading, we read and translate the Obviously, NETq and NETz painted such a picture in their
passage sentence by sentence, like our teachers did before” (STy). classroom: the teacher controlled the classroom, decided on the
STx claimed that she would write the words in boldface in the text learning content and objectives as an authority. They ignored the
onto the blackboard first, then tell the students the meaning of each role of learners in their own learning. This suggests that the NETS
word and make a sentence as an example, and then ask them to tended to understand teaching in terms of how the teacher should
make another sentence by using the word. In the end, she also teach rather than how learners would learn. Teaching and learning
emphasized, “Our teacher did it in this way” (STx). To the STS, the were viewed as being independent from or even opposite to each
teacher was one who had authority and possessed a broad range of other.
knowledge, and the teaching meant extracting the meaning from In contrast to the STS and the NETS, the ETS integrated not only
texts and transmitting the preselected knowledge to the students. material features, but also learner learning into the teaching ac-
Their planning thoughts and the LoLFs activity indicate that the STS tivities they designed for the while-reading stage (theme 3),
“did not have a well-developed theory of instruction nor an over- encouraging learner's autonomy and withdrawing teacher's au-
view of student learning in a subject matter content area and thority. Take ETz's proposal in Episode 1 for example, the jigsaw
therefore planned each lesson as a discrete entity based on the activity made full use of material features, maximizing the learning
prescribed objectives” (Westerman, 1991, p. 296). In association opportunity (Allwright, 2005; Anderson, 2015) by engaging
with their lack of teaching experience, they were likely to acquire learners in autonomous learning and information exchange. It
the understanding of teaching from their own experience of would motivate learners to “go beyond practice of language forms
observing their teachers and mimic them in the planning (Richards, for their own sake and use their linguistic and communicative re-
1998). sources in order to obtain information” (Richards, 2006, p. 18),
The NETS showed awareness of integrating learners' existing where the learners would retrieve their own language knowledge
levels and their prior learning experience in their design of the and use the language resources they could find with their own
three form-focused activities, namely LoLFs, listening for W/Phr- efforts to convey the information while they were listening to
based GF and TFTBR, but they failed to incorporate learners' others. Similarly, the auto-PT and factual gap-filling also would
learning process and learning autonomy into their activity design at serve excellent ways to focus learners on the processing of meaning
the while-reading stage. This can be illustrated by Episode 4. and forms embedded in the text, and output them either in written
or oral forms. In short, the activities would engage learners in an
Episode 4 active process, where they would exercise full autonomy in
NETw: There is nothing special to teach. As Grade 2 senior deciding on the learning foci based on their own interest, learning
high students, they must have known the words. ability, prior learning level and their own pace, hence to finally
NETq: Yes, we can tell them the meaning and explain the experience “deep learning” (Loughran, 2010, p. 30). The ETS0 better
usage of several words at best. integrative activity design (theme 3) is similar to Westerman's
NETb: and this sentence pattern ‘The job is rewarding’. “integration of knowledge” (1991, p. 296) and Farrell's “informed
lesson planning” (2013, p. 1074), where expert teachers were able
This short conversation constituted the core of the discussion to incorporate all aspects of teacher knowledge into cognitive
about the while-reading stage on part of NET2. Taking learners' analysis (Westerman, 1991) and accommodate their students'
grade and prior learning into consideration, they claimed “there is needs, challenges and interests in planning (Farrell, 2013). Tsui
nothing special to teach”, which led to a very brief discussion of the (2009) also commented that “the extent to which teachers can
while-reading teaching, without any sign of mentioning how to integrate the various aspects of teacher knowledge to bring about
engage the learners. It is obvious that they treated teaching as a effective learning is one of the critical features of expertise” (p.
unidirectional process with knowledge transmitted from the 424), but she suggested that the difference was rooted in the
teacher to the students, where the teacher “teaches”, “tells” and teachers' understanding of teaching.
“explains” the prepackaged discrete knowledge of language. The interview with the ETS reveals that they interpreted
This is also true of the participants in NET1, who proposed the teaching in terms of the student learning as illustrated by the
listening for W/Phr-based GF followed by TFTBR. In the long and quotes below.
arduous discussion (as shown in Episode 2 above), the NETS dis-
cussed the deconstruction and reconstruction of the material for ETm: Teaching means creating conditions for students'
the design of frequently changed activities “according to our (i.e. learning…What I consider most important in a language class-
the teachers') own thoughts”. Their design would probably engage room is to interest them, engage them and finally intrinsically
learners in a busy lesson with “superficial learning” (Loughran, motivate them.
2010, p. 30) in that they would frequently shift learners' attention ETc & ETy: A teacher should give students opportunities to
from one type of activity to another within a short time. speak most of the time in the classroom other than talk un-
The NETS' view of teaching as a one-way process dominated by ceasingly by him/herself.
the teacher was also found in the two quotes from the follow-up ETw: You can guide students to learn by exploring and discov-
interviews. ering or give them opportunities for autonomous learning.

NETq: I control the classroom by hunch. I talk more about those The above quotes signal a strong pedagogical stance. To these
difficult and important words and sentences that I think they teachers, teaching is based on and for student learning. Learners are
are...I value a lot the formation of learning habit…I've fought active constructors of knowledge, so learners should be given full
against students' laziness and kept supervising the morning opportunities to exercise their autonomy in the classroom by
reading activity for years. “engaging, exploring, discovering and speaking most of the time” in
NETz: Usually, we just refer them (i.e., the students) to the new a meaningful context. However, teachers are learning-condition
words and grammatical points listed at the end of the text. Then creators, learning-opportunity providers and guides for student
W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241 239

learning. The ideas are mirrored in the meaning-focused activities F pattern illustrates that attention is still paid to linguistic elements
at the while-reading stage. by the ETS in their meaning overriding lesson plans, but it took two
In short, the lens of the while-reading design demonstrates that forms, focus-on-form and focus-on-formS (theme 4). The jigsaw
the ETS and the NETS held different understandings about the designer in the research admitted that she would “offer corrective
relationship between teaching and learning. The ETS in the feedback during the report stage when necessary” (ETz), i.e. focus-
research were very similar to Marina in Tsui (2003), whose “un- on-form in Long & Robinson's sense (1998). In addition to focus-on-
derstanding of teaching was how she could best achieve the form, some ETS also designed form-focused activities that focused
learning objectives from the students' perspective rather than from on forms at the post-reading stage, i.e. the verbatim role-play and
her own perspective” (p. 245), while the NETS understood teaching W/Phr-based GF, but they functioned as an extra effort on the
only by how they should go about teaching. This finding supports learning of language forms. The verbatim role-play was added as an
Loughran (2010), who claimed that expertise resides in the un- extension to the peer tutoring. The W/Phr-based GF was just an
derstanding of the relationship between teaching and learning. extended exercise to the output activity of free talk before the
closure of the lesson.
4.3. C3:M-M-M/F pattern of the activity selection The design of focus-on-formS activities may result from two
sources in a particular Chinese culture. One concerns the pressure
The ETS' activity selection for the three stages of teaching fea- of the high-stake national examination in China. As the ETS
tures an M-M-M/F pattern, in which the meaning-focused activities themselves admitted that “it's hard for us to conduct English in-
are the central element throughout the three stages of teaching, struction completely like that in the West, because our students
and the form-focused activities only occur at the last stage. It have to take the College Entrance Examination” (ETc) and “We are
strongly indicates that the ETS tend to conduct meaning-based stuck in a dilemma of developing students' proficiency in the long
instruction in a language classroom, without ignoring language run and enabling them to succeed in Gaokao (Chinese term for
forms. In the interview, the ETS reported their thinking as follows. College Entrance Examination)” (ETz). The Chinese educational
policy plays a role in shaping the ETS0 practice in some way. The
ETc: (I use the techniques so that) the students can actively other factor is related to Chinese learning culture, which values
involve in my classroom to experience, feel and gradually pick diligence. It has been a tradition in China that the learners read and
up the language. chant to familiarize themselves with the learning material (Li,
ETz: Teaching a language means having learners immerse in a 2012). Reading-aloud and recitation are frequently adopted in the
language by means of activities, where learners experience and English language classroom in the forms of verbatim role play and
try out the language by themselves…When I teach grammar, I presentation.
try to design game-like activities to have learners experience Different from the ETS0 , the STS0 M-F-F and the NETS0 M-F-F/M
(the language), and then tell me the rules. Grammatical ele- patterns of activity selection reflect their favor of PPP procedures,
ments are acquired through communicative activities other sequencing as Production, Presentation and Practice. The meaning-
than by telling the rules directly. focused activities as Production at the pre-reading stage would
ETy:Teaching English is to develop their proficiency, the ability serve as a brief lead-in to Presentation of prescriptive and discrete
to use the language…I will design activities to offer enough language items in the forms of LoLFs, TFTBR and listening for W/
opportunities for them to experience and practice the language. Phr-based GF. The learning of the linguistic items would be either
ETm: Language is a tool for communication…I try to make my reinforced in controlled practice through the form-focused activ-
classroom full of fun to raise their interest and motivate them by ities (F at the post-reading stage) or stop shortly in laissez faire
engaging them and respecting them…They have to first engage meaning-focused activities (M at the post-reading stage). These
in the activities. meaning-focused activities are thought to be laissez faire for two
reasons. One is their loose connection to the previously presented
These quotes exhibit an experiential dimension of the ETS0 un- language. According to the NETS, the role play activity was sup-
derstanding of foreign language learning. They consented that posed to take place between an imaginary shark and a shark sci-
language is acquired through “experiencing”, “using”, “practicing”, entist. As for the interviews, one of the NETS explained that she
“immersing in the language”, and “engaging in communicative would “ask learners to formulate further questions and organize a
activities”, which highlight the importance of communication and dialogue between two learners” (NETn), and another NET would
engagement in meaning-making activities in the language class- “ask learners to think about their own future jobs and then inter-
room. These views indicate that the ETS consciously know that view each other about their future jobs” (NETq). These activities
communication for meaning is the prerequisite for language would likely give full freedom to learners to finish the tasks by
acquisition, as argued in literature (Lightbown & Spada, 2013; Long, drawing on their own language rather than the newly exposed. The
1991). They seem to understand that language acquisition is a other reason is that the learners' language performance, in these
process of incidental learning through learner's “picking up” the activities, would be free from error correction, as a NET said in the
linguistic forms arising out of their own communicative needs. interview: “I don't correct learners' mistakes when they are doing a
The ETS0 understanding about language learning informed and task, because they need confidence to speak up”.
transformed their lesson planning. The meaning-focused activities The STS0 M-F-F pattern might be a simple recalled version of
such as prediction and quiz would raise learners' interest, motiva- their past learning experience, but the NETS0 M-F-F/M pattern
tion and desire to express, which would last into and peak in the probably derived from the principles of their developing ideas of
while-reading activities. Auto-PT, jigsaw and factual gap-filling language pedagogy. Basically, the NETS stood by language-centered
would give learners full exposure to and deep processing of the methods (Kumaravadivelu, 2006), which are characterized by the
reading material. Also these activities, implemented properly, intentional learning of prepackaged discrete linguistic items. As a
would maximize the learning opportunities in the process of NET said in the interviews, “Teaching language is first to teach
meaning negotiation (Long, 1991), where the needs of linguistic language itself, that is language expressions, then to teach the ideas
form would arise, and the learners would then take care of the expressed in the text, and to teach the points where cultures differ”
language themselves (Willis & Willis, 2007). (NETq). However, this idea seems to have evolved with experience.
The “F (Form-focused activities)”at the last stage in the M-M-M/ According to one of the NETS, “We initially followed the 3Ps (i.e.
240 W. Li, W. Zou / Teaching and Teacher Education 66 (2017) 231e241

PPP). With the 3Ps, the teacher lectured through the whole class, Funding
but recently, with the popularity of CLT, students have been
involved in the classroom interaction, especially communication This work was sponsored by Peak Discipline Construction
among students” (NETz). What was reported by NETz mirrored an Project of Education at East China Normal University, and the Pre-
evolution of her teaching practice from the PPP model within the service EFL Teacher Preparation Program of East China Normal
audiolingual approach to the communicative approach. Similarly, University (2012e2017).
changes are also found in NETq's remarks, “I have gradually realized
that teaching should be student-centered, but I treated it as being Acknowledgements
teacher-centered before”. Based on these reports, it is reasonable to
conclude that the NETS0 newly developed understanding of lan- We would like to thank the participants for their cooperation
guage teaching and learning, which is still incomplete, can explain and time devoted to the research. We would also like to extend our
their learner-centered, meaning-focused, but laissez faire activities thanks to the reviewers who provided us with insightful and
at the post-reading stage. In other words, the NETS have not yet helpful feedback on an earlier draft of this paper.
completely acquired the knowledge about how language acquisi-
tion occurs in the focus-on-form instruction. Appendix. The outline of interview

5. Conclusions 1. Would you please talk about your educational backgrounds?


2. Would you please talk about your working experience?
The current research has drawn on a series of qualitative 3. Does your school set any special requirements for teachers?
methods to explore the expertise of five expert EFL teachers in How do you think about them?
Shanghai, China. It has been found that the expert EFL teachers in 4. What do you think of your career as an EFL teacher?
the study are able to plan their lessons more fluently and efficiently. 5. How do you think of your lesson plan?
They are more concerned about the while-reading stage design,
and tend to adopt an M-M-M/F pattern in activity selection. These
characteristics are underpinned by their knowledge about teaching References
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