Professional Documents
Culture Documents
Reference Framework To Improve Teaching-Learning
Reference Framework To Improve Teaching-Learning
Reference Framework To Improve Teaching-Learning
Apart from being a profession in its own right, teaching is a strategy. Coaches,
trainers, consultants, therapists all use teaching elements to facilitate skill acquisition.
In doing so, they do not reproduce the broad and varied roles of teaching
professionals. Rather, they use effective teaching and learning strategies in ways that
enhance their own competencies in achieving outcomes for the people they work with.
This chapter explores ways occupational therapists can use teaching and learning that
enable their clients to achieve autonomy in the skills that lead to higher professional
performance. In this chapter, the student is the child and the facilitator refers to the
therapist.
Facilitating learning is a complex behavior that includes what we do as well as how we
do it. The four-quadrant model of facilitated learning (4QM) (Greber, Ziviani, & Rodger,
2007a, b) has been proposed as a way to inform the selection of effective learning
strategies based on the changing needs of each learner in the acquisition of a new
skill. Grouped into four broad groups, these strategies provide a scaffold to identify
and assist a child's diverse learning needs throughout the skill acquisition process. In
this chapter, the theoretical basis of the 4qm will define the concepts contained in the
model, function and dysfunction will be identified, and evaluation procedures will be
linked to indicators of function and dysfunction. To establish the relationship between
theory and practice, a case example will illustrate how the 4qm can be used as a
framework to guide teaching-learning interventions in occupational therapy.
THEORETICAL BASIS
This section presents the underlying theoretical basis of 4QM. First, the assumptions
that validate teaching and learning as a useful intervention in occupational therapy will
be examined. Next, the theoretical postulates that illustrate the relationship between
the essential concepts incorporated in 4QM will be described.
ASSUMPTIONS
Many professions use teaching and learning as an approach to their professionals.
Occupational therapists use teaching and learning in ways that are both similar and
different to the way they are used in other professions. The relationship between
teaching and learning and the general theoretical principles of occupational therapy is
fundamental to 4qm. This relationship is based on the assumption that improving a
child's skill repertoire may enable him or her to carry out occupations more
autonomously. By allowing a child to improve his or her occupational skills, the
triangular interaction between the person, his or her occupation, and environment
becomes more congruent, improving occupational performance. Learning key skills
fundamental to the target occupation can be facilitated by either structuring practice
routines to optimize skill mastery, altering the activity to simplify its operation, or
invoking the teaching and learning of specific strategies to facilitate learning essential
skills for occupational performance. Although these three options are sometimes
combined, it is this third aspect that 4qm specifically refers to, the use of specific
teaching and learning strategies to facilitate learning.
Initiate students
The following assumptions about the development of autonomy are important for 4QM.
● Acquiring key skills is only the first step in improving job performance and
achieving professional goals.
● Improving occupational performance involves more than mastering the skills
necessary for performance. It also requires the ability to adapt and shape skills,
contextual characteristics unique to the target occupation.
● Autonomy, therefore, includes mastery of key competencies, competence in the
use of decision-making procedures that allow generalization, and contextual
competence in incorporating learned skills into occupational performance.
● This framework can be employed only when the child is judged to have the
necessary performance components (e.g., strength and dexterity) to complete
the task in its current form.
● "You have to hold the food still with your fork while cutting to prevent it from
slipping."
● "Push your arm through the sleeve."
● "Turn the paper with your left hand and close the scissors with your right hand."
FIGURE 8.3 The therapist demonstrating for a child how to put on a sweater in
quadrant1.
● A simulated task is shown using audiovisual technology (e.g., cartoons) as an
example of the expected response.
● The facilitator models verbal response, such as an answer to a question.
Physical Patteming (Greber, Ziviani, & Rodger, 2007a, b) has been used to identify a
specific element of physical manipulation of the student's body. The terms "physical
assistance", "physical guidance" and "manual guidance" have variously been used in
the literature to describe a series of physical facilities, partial prompts to complete the
pattern (Carr and Shepherd, 1998; Chen et al, 2001; Schmidt & Wrisberg, 2000). In
understanding how these strategies might be employed in skill acquisition, it is useful
to make a distinction between those strategies that manipulate the child throughout the
movement modeling, those that direct but do not control the movement (physical
modeling). (Figure 8.4), and strategies that use intermittent tactile and kinesthetic cues
to ensure motor precision (physical prompts) (Figure 8.5). Each of these strategies
involves the student in a different degree in the planning and execution of the
movement, and therefore compatible with different results. These three labels have
been used in 4qm to identify certain learning strategies based on physical input by the
facilitator.
FIGURE 8.4 The therapist uses physical patterns for a writing task in quadrant 1.
FIGURE 8.5 The therapist demonstrating physical aids for a grooming task in quadrant
1
In this strategy, the student does not contribute to the movement, but instead allows
the therapist to manipulate the body part. Physical modeling could be used to establish
the general shape or spatial characteristics of the movement. This could occur when:
“Lower order questions” is a term that describes questions used to assess the
student's understanding of the task and/or performance. This type of questioning
ensures that the student's interpretation of the task is accurate. It can also be used to
focus the student's attention on key aspects of performance by challenging him or her
to remember previously learned material. Examples of lower order questions include
the following:
● "What to do after?"
● "Where to look?"
The use of questions has received considerable attention in many bodies of literature.
One way to distinguish the different types of questions a therapist might ask a child is
to use a hierarchical system of distinguishing the cognitive skills involved, such as
Bloom's taxonomy (Anderson et al, 2001; Bloom et al., 1956). Several authors have
used this taxonomy to discriminate questions that evoke lower-level processes, such
as remembering and understanding, from those that stimulate higher-order productive
cognitions (e.g., Bissell & Limones, 2006; Johnson, 2000; Marzano, Pickering, " Yes
Pollock, 2001). The use of this taxonomy in the 4qm has resulted in the use of the
labels lower order questions (quadrant 1) and higher order questions (quadrant 2).
Higher order questions are used to provoke the student's thinking and attention to the
elements of the skill that need to be considered. This type of question requires the
application of knowledge to engage the student in analysis, problem solving,
reasoning, and/or evaluation. Questions that facilitate cognitive skills in using higher
order, such as "why did it happen?" stimulate the production of new knowledge rather
than the withdrawal of old. For example:
Statements like "I wonder why it happened," although not stated as a question, still
imply one. They function to involve the student in analysis, problem solving, and
critical evaluation; Therefore, statements of this type can be considered matters of
higher order.
Feedback (Schmidt & Lee, 2005) can be intrinsic; It may also be provided by others to
support the learner and to guide the use of self-regulation procedures. Therefore
Feedback reports the therapist's observations to the student, but does not instruct the
student what to do, or what to change (this would be similar to explicit instruction). For
example, a therapist might comment:
FIGURE 8.6 The therapist demonstrating physical aids for a dressing task in quadrant
2.
The main strategies are question forms, incomplete statements, and physical direction
reflect the characteristics of both task specification (quadrant 1) and facilitation of
solving processes (quadrant 2). These strategies can provide effective links between
the information-giving strategies of Quadrant 1 and the cognitive processes of
Quadrant 2. Some examples of the main strategies:
● "A reading comprehension test that involves the person supplying a word that has
been systematically removed from the text (merriam webster on-line retrieved
06/01/07) (incomplete statements), such as" below, is required.. . (Pause)"
● Guide a child's reach and wrist positioning to enable understanding of an object for
hand-to-hand work (physical direction)
● Questions that simulate higher and lower order cognitive processes (eg, "What
part of your body should be used when overcoming that problem?")
● Partial demonstration of the expected answer
Cuing strategies include verbal and nonverbal strategies that do not provide
information to the child other than a reminder to use self-cueing procedures. These
strategies have the characteristics of Quadrant 2 (student participation in decision-
making process) and Quadrant 3 (remembering key performance characteristics),
which help guide students to the need for self-regulated instruction. For example, a
therapist may guide a child to use verbal self-instruction strategies with the question
"What could I say to remember what to do next?" or directly to a visual cue by pointing
to the child's prompt photo card.
Fading is a gradual process that involves the internalization of Quadrant 3 open self-
regulation strategies. Some forms of self-prompting may be less obvious to observers,
however, they are not representative of Quadrant 4 covert self-instruction. Strategies
such as subvocalization (whispering) are on the margin of the two quadrants. Similarly,
when a child begins to orient only some of the steps in a sequence of images, it is
clear that the child is internalizing some of the procedures, but is not yet able to do so
without the visual symbol. In these cases, the fading of manifest self-triggered
strategies is occurring.
Theoretical postulates
4QM introduces Vygotsky's notion of the zone of proximal development as a period in
which learning skill acquisition and performance can scaffold oneself and others. The
relationships between the quadrants allow the scaffolds to be systematically reduced
as the learner progresses toward skill acquisition. As Vygotsky (1978) theorized,
learning and performance can be activated through the provision of appropriate
learning supports.
In 4QM, these supports are specific learning strategies that are appropriate to the
needs of students at a given point in time.
● In the early stages, the learner's efforts are shaped by information from the
facilitator (quadrant 1).
● Stimuli are used to drive appropriate decisions about performance (Quadrant
2).
● Later stages of mastery are characterized by the gradual internalization of self-
mediated cues (quadrants 3 and 4).
● Intermediate strategies are used to move the child from one quadrant to
another and from an initiated facilitator to an initiated student.
● A learning facilitator must respond to the needs of the child in a way that is fluid
and adaptable.
Within 4QM, specific learning strategies are grouped based on the needs of the
students they support. At the same time, strategies in one quadrant are closely related
to those in other quadrants. For example, the physical pattern in quadrant 1 is aligned
with physical aids in quadrant 2 and self-elicited kinesthetic aids in quadrant 3.
Similarly, explicit teaching and explanation (quadrant 1) has similarities to think-aloud
modeling in quadrant 2 and verbal self-instruction in quadrant 3. In this way, learning
strategies are used in different parts of the learning process that can be coordinated.
CONTINUITY OF FUNCTIONS-DYSFUNCTION
As a child develops competence in the key skills that underpin occupational
performance, the type of scaffolding to enable performance changes. Four broad types
of scaffolding have been described above: task specification, decision making, key
points, and autonomy. Each of these corresponds to a different quadrant in 4QM, and
illustrates various levels of function and dysfunction of the skills to be achieved. These
indicators are analyzed below. It is important to keep in mind that the student may
enter the meeting exhibiting a learning need for all or some of these scaffolds.
Although he or she might generally be expected to move through the quadrants
sequentially, in practice, this might not be the case. The learner could quickly move
towards autonomous performance after the task and the corresponding performance
explained. Alternatively, some learners might require different levels of scaffolding in a
single learning encounter, or even in a single trial. For some children, performance will
always be marked by the need for facilitative support or overt self-mediation. These
children can never develop autonomy in the task.
The 4QM has a function-dysfunction continuum, the execution of autonomous tasks
(Table 8.1). The functional end of the continuum is able to perform successfully and
autonomously, while the dysfunctional end of the continuum would be unable to
perform a task without facilitator-initiated strategies. It should be noted that while the
identified points of function and dysfunction mark two ends of the process, there are
actually two groups of behaviors in between these two end points. They are,
respectively (in moving from function to dysfunction) the ability to use externally
obvious self-mediation strategies for successful performance and the need for external
facilitation to stimulate successful performance. In the 4qm, the continuum is not truly
linear; when moving from dysfunction to function, the path is more like a Z, as
illustrated in Figure 8.8.
Within the one continuum, four groups of behaviors indicate characteristics of function
and dysfunction, based on the discussion above. These characteristics can be used as
a basis for evaluating the autonomy of the capabilities to be achieved.
A child cannot demonstrate all the behaviors in one quadrant.
The characteristics of the task itself can determine the approach a learning strategy
should take. Motor, cognitive, and social activities each have unique characteristics
that require the selection of optimal learning strategies. For example, while physical
tasks lend themselves to physical demonstration and facilitation, cognitive and verbal
tasks may be better served by higher-order questioning and think-aloud modeling.
In several cases, the physical environment may or may not support the use of certain
learning strategies. For example, it may not be socially appropriate to use verbal self-
instruction strategies if the environment is an inherently calm one. Likewise, visual
cues such as sequences of images may not be able to be used in environments that
do not have a location for placing them. Consideration of the environments in which
the occupation takes place allows the therapist to select strategies that are socially
valid.
Learning started
FIGURE 8.9 Guidelines for assessing learning needs
A synthesis of these factors provides the therapist with the basis for selecting and
using learning strategies that are appropriate to the needs of the learners,
characteristics of the environment, and the target occupation.
APPLICATION TO PRACTICE
This framework can be employed only when the child is judged to have the necessary
performance components (eg, strength, dexterity) to complete the task in its current
form. Each strategy in the 4qm reflects a set of knowledge about the way learning
occurs, and has been validated as an effective method to facilitate learning. These are
grouped into distinct quadrants based on shared characteristics.
To provide only the amount of scaffolding as needed. It may be necessary for the
therapist to work backwards to determine where to begin the intervention. A therapist
should first allow enough time for a child to perform the task autonomously, and if that
is not possible, use guidance strategies to remind the child of the self-promotion
strategies in Quadrant 3. If the child still does not embraces, in quadrant 3 strategies,
the therapist should use indirect prompts, employing more direct prompts only, as
necessary. This process eliminates the likelihood of dependent behaviors that can
develop when therapists anticipate failure, assume the need for guidance, and provide
scaffolding that is not necessary.
When using the 4QM framework, the therapist integrates knowledge of the task, the
children, the environment, and their own skills to develop specific learning strategies
that will result in improved occupational performance for the child. One way to
approach the task of developing specific strategies for a child is to begin by identifying
the characteristics of autonomous performance. Using knowledge of the child's
characteristics, and those of the environment and the task itself, the therapist can work
backwards through the mode to identify effective strategies in earlier quadrants that
will be helpful in establishing autonomy.
It is helpful to use a “What if?” scenario to frame the development of intervention
strategies. The strategy works backward from quadrant 4 to quadrant 1 to identify
where the child is having a problem with the task. For example, with a child learning to
tie her shoelaces (quadrant 4) the therapist might ask, "What could she do to remind
herself if she forgot the sequence of movements?" (Quadrant 3). Next, the therapist
might ask, "What would she do if she was internalizing self-triggering strategies?"
(Fade strategy). After that, he or she might ask, "What could you say if you forget your
directions?" (Strategy orientation). Subsequently, you could ask: "What will I do to help
you decide what to do if she doesn't use self-provoking?" (Quadrant 2), and then,
"What am I going to do if he forgets what he was supposed to do and can't figure it
out?" (Quadrant 1). Finally, the therapist might ask, "What could I do if she is reluctant
to attempt the task without asking directly?" (Leadership strategy). Armed with these
questions, the therapist can construct an individualized set of strategies that directly
relate to a barrier to occupational performance in a coordinated and sequential
manner.
To understand how 4QM might apply in practice, it is useful to consider its application
in the following procedure example:
● Are you aware when you have inserted the button into the wrong buttonhole?
● Is the choice of tactics appropriate for grabbing and manipulating the buttons?
● Are you using all the obvious strategies to remember how to use the buttons
effectively?
● Are there signs that require self-initiation?
Additionally, the therapist uses other questions to guide the selection of appropriate
strategies in each quadrant of the 4QM.
Considering that quadrant 3 strategies are initiated by the child, in quadrant 2 the
strategies involve the facilitator (in this case the therapist) to provide the necessary
impetus for learning.
The strategies in this quadrant should be congruent with those in quadrant 3, so that
the natural way of carrying the child should be more self-directed. In quadrant 3 the
strategies involve the child in decision making, fostering the cognitive skills necessary
to select, organize and monitor a course of action. Although the skill of buttoning is
physical, the therapist notes that difficulties are often the result of not understanding
what to do, rather than not having the physical skills to perform the task. The therapist
chooses two strategies that allow in the image they must learn the procedures for
buttoning their blouse. First, the therapist plans a think-aloud modeling strategy, when
she will perform the task herself, describing out loud the image of the decisions she
makes, as she aligns the buttons and makes Blouse.
She'll say things like, "Are those two sides of the blouse still?" Oh yeah. Now I'm ready
for the button. Where is the buttonhole? If I push my thumb through, I'll be able to see
it better. That's it now, push through! Wow that's a little clumsy, I'm going to pinch with
my finger and thumb. Better. Now pinch, open, push, and pull it through. There,
everything done. "This strategy will be used to emphasize key points, such as gripping
the button, and also making the decision that the next error occurs.
The other strategy used in quadrant 2 will be higher order questions. The therapist
recognizes the value of questioning and encouraging imagery to make decisions and
judgments about the appropriate task. She will ask, "How will you know if the button is
in the hole on the right?" and "Is the grip on the button the same with both hands?"
She will also ask him, "Why do you think it happened?" if an error occurs (Figure 8.10,
quadrant 2). The therapist is aware that images have long been difficult to solve the
task, making it difficult to answer these questions, so he also develops a series of
simple questions, structures images, responding to possible reluctance. Developing a
supportive and non-judgmental relationship will be important in building images, and
answering questions even when you are sure of the correct answer.
Strategies in quadrant 1 provide information about either the task itself or the
anticipated response. Although you have tried buttoning on previous occasions, your
understanding of the critical performance characteristics may be poor. The therapist
establishes a series of strategies to clarify the characteristics of the task. The home
environment, like a safe and secure, is optimal for the use of more direct learning
strategies. Although this is a physical task, the therapist's experience in teaching fine
motor skills leads her to believe that little will be gained in this case from physical hand
facilitation. Furthermore, from her observations, she believes that Image has a general
understanding of the parameters of the task. However, the demonstration associated
with the direct instruction that the image will provide, with a clear picture of the critical
characteristics of buttoning on which success depends. The therapist decides that it
would be necessary to demonstrate how to button the blouse, clearly showing how to
line up the two sides, hold the buttons down, open the buttonhole, and pass through.
She develops a concise description of each step to accompany the manifestation.
Lower-order questions, such as, "How should you hold down the button?" o How do
you know when the holes are aligned?" can be used after the demonstration to check
standing. With Quadrant 1 strategies established, the therapist develops some leading
Quadrant 1 and Quadrant 2, such as the freedom to say "I pinch the button with my
finger and... (Pause)" and "Push the button through and then... (Pause)." The image
will consider the process and identify the next step when the therapist pauses. These
strategies are identified in Figure 8.10, in quadrant 1.
The therapist has now developed a comprehensive 4QM that will guide you through
the intervention process.
The therapist's Intervention takes place in the environment. The house begins by
establishing images of the knowledge of the task. She watches the image trying to
button her blouse and asks questions about the procedure ("What should you do
first?"), the technique ("What do you think is the best way to hold the button down?"),
and the result ("Why do you need to make the right buttons in the right holes? ").
The images give an indication of the orientation of the task. The answers to these
questions indicate that, although you understand the image and task at a general
level, you have not gained an appreciation of the key characteristics of the task that
determine success, such as the importance of aligning the two sides first, and the
patterns of various graphics required.
The therapist uses concurrent demonstration and explanation to draw attention with
imagery to the need to keep the two sides of the blouse equal (Figure 8.11), and to
use the pincer grip to hold and manipulate the buttons (Figure 8.12). Answers to lower-
order questions indicate which image is able to remember key features when
prompted.
FIGURE 8.11 The therapist demonstrates aligning both sides of the blouse and
fastening the buttons.
FIGURE 8.12 Therapist demonstrates the pincer grip necessary for buttoning.
The therapist begins to use incomplete instructions (blank spaces) during his
manifestations, and images capable of completing them.
The therapist then switches demonstrations to illustrate the decision-making process,
rather than critical physical skills, by using think-aloud models. The image is able to
see not only how the task is performed, but also the essential cognitive skills that
underpin performance. The image then takes a turn to buttoning the blouse. The
therapist poses higher order questions to simulate decision making. After some
practice, the image is able to perform the task with ongoing support from the therapist,
but continues to have difficulty remembering how to carry out specific stages of the
task. Over the course of a few sessions, the image is again able to use self-initiated
strategies (quadrant 3) to instruct itself to align the garment, and a mnemonic rule to
remember key aspects of the buttoning task (Figure 8.13). . Occasionally, she forgets
to use these strategies, and the therapist uses a coaching strategy to remind her what
to say to herself. Over time, the image begins to whisper these instructions to itself,
becoming able to button its blouse independently.
At these points, the image demonstrates autonomy in carrying out some key tasks
(Figure 8.14). When they rush to complete the activity, however, as happens when
preparing for school, this performance breaks down. Using the strategies detailed in
4QM the mother, the Images, and others involved with the image, can easily take on
the role of facilitator, using consistent learning strategies to promote skill acquisition.
FIGURE 8.13 In the image, practice lining up both sides of the blouse.