Student-Program Alignment and

Teaching to Mastery

Professor Siegfried Engelmann

(University of Oregon)

 

Paper Presented at National Direct Instruction Conference

Eugene, Oregon. 1999   [Italics added by Professor Plum.]


When students are taught to mastery, they become

smarter, acquire information faster, and develop

efficient strategies for learning. Teachers must have an

understanding of what mastery is and how to achieve it

in their students. However, teachers cannot teach to

mastery without referencing the performance of their

students. In addition, teachers cannot teach to mastery

without a program design that supports the approach.

Teaching to mastery is built upon effective

student/program alignment. This paper discusses the

features of a program design that supports mastery,

properties of mastery, criteria and procedures for

measuring mastery, procedures for aligning program

placement with student performance, and the benefits of

mastery.

 

Features of a Program Design that Supports
Mastery

A program design that supports mastery does not

present great amounts of new information and skill

training in each lesson. Rather, work is distributed so

new parts in a lesson account for only 10 - 15 percent of

the total lesson. The rest of the lesson firms and

reviews material and skills presented earlier in the

program. The program assumes that nothing is taught in

one lesson. Instead, new concepts and skills are

presented in two or three consecutive lessons to provide

students with enough exposure to new material that they

are able to use it in applications. So a lesson presents

material that is new today; material that is being firmed,

having been presented in the last two or three lessons;

and material that was presented even earlier in the

sequence and is assumed to be thoroughly mastered.

This material often takes the form of problems or

applications that require earlier-taught knowledge.

 

The amount of new material is relatively small because

most students are not capable of assimilating more. This

design provides for some “overlearning”, but having the

program err in the direction of providing too much

practice is better than providing too little practice. Work

on material presented in the preceding few lessons is

needed to ensure that students are “automatic” with

information or operations that were previously taught.

The review of earlier material assures that students use

and apply what they have learned. Reviews also prompt

students toward an understanding that they expected to

retain and use material learned - not just learn it for the

moment. Basically, most things are taught in the

program so they can be used in applications or problemsolving

settings. Therefore, the program is constructed

so students review and use what they have learned

according to a systematic schedule. Because reviews

are a regular feature of every lesson, the program

design provides daily prompting that material presented

will appear again. Also, applications that involve earlier taught

skills provide the kind of practice that students

need to keep from mixing up different things they are

learning. If students partially learn things, new learning

is easily confused with things that are similar. If

students learn material well, less confusion results.

 

Mastering a step at a time. A program designed with

small amounts of new material in each lesson is

something like a stairway. Like a stairway, it needs

strong support. That support is in the form of the

previously taught skills and knowledge that are logical

underpinnings for what is to come next in the program.

Also, for the stairway to work well, the “steps” in this

series should be about the same size. Certainly, they

can’t be fashioned with the accuracy of a physical

stairway, but they can be designed so they are close to

each other in size.

If we conceive of the program as being like a stairway

that transports students to increasingly complex

performance, we recognise the supreme importance of

mastery, what it is, and how it relates to the curriculum.

The following six points clarify the relationship between

mastery and the stairway.

 

1. The program will function as a stairway if

the student reaches eve ry stair on

schedule. If students are firmly on the fifth

stair (which is analogous to the fifth lesson),

the new learning that students must achieve

to reach the sixth stair is manageable. The

students’ position on the fifth stair represents

a foundation that places the sixth lesson

within stepping distance. Because the

foundation is in place, the sixth lesson does

not overwhelm students with too much new

vocabulary, unfamiliar or unpracticed

operations, too much information, or too many

unknown or unexplained details.

 

2. The steps are levelers of individual

differences. Not all students who stand on

the fifth stair are the same age, learn at

precisely the same rate, have equal

intelligence, or exhibit the same “style” of

learning. However, every student who is

firmly on the fifth step is the same with

respect to the program sequence. Each has

the skill repertoire and knowledge needed to

take the next step and reach that step within

30-45 minutes of instruction. Because

students could not reach the fifth step without

specific skill and knowledge, the stairway

structure of a well-designed program serves

as a leveller. All students with a particular

skill profile are placed on the same stair.

Certainly, the program design does not

guarantee that all students will progress at

exactly the same rate; however, greatest

individual differences occur on the very

beginning levels. On higher levels, after

students have mastered a battery of skills and

knowledge, the difference in rate of ascent

for appropriately placed students is far less

because all students tend to have enough skill

to master the new material at around the

same rate.

 

3. The benefits of the design of the program

are obliterated if a student falls below the

level of a stair. This fact holds for students

who are “smart” as well as those who have a

history of failure. If a student is below the

fifth stair and tried to reach the sixth stair

with one step (which means thoroughly

mastering the sixth lesson in one period), the

student must learn substantially more than

students who are firmly on the fifth stair.

Furthermore, the student must learn this

material during the same amount of time

allotted for students who are firmly on the

fifth stair. Therefore, the student who is

below the fifth stair must learn the material at

a faster rate. The student on the fourth stair

must learn material at twice the rate of

students who are correctly placed. The

student who is on the third stair must learn at

three times the rate. For the typical student,

a step that requires three times the amount of

new learning is too great. Even if the student

is able to perform acceptably on lesson 6

after some repetition, the retention rate of the

student on the subsequent lessons drops

dramatically.

 

4. Just as the design of the program

“guarantees” a successful future for

students who are firmly based on a stair,

the design suggests an unsuccessful

future for a student who is greatly below

that stair. The systematic stairway design

does not provide relief because skills and

knowledge do not go away. Once introduced,

they are used throughout the rest of the

program, either as elements that are used

regularly (such as a word type that is

learned), as details that are embedded in

problems and applications (such as the math

operation of carrying), or as items that are

frequently reviewed (such as identifying the

verb in sentences). Because of this program

design, once a student falls behind, the

student will tend not to catch up. If the

student is initially 3 steps below the lesson,

the student will probably end up a little more

than 3 steps below the next lesson, a little

further below the following lesson, and so

forth until the student is not 3, but 4, steps

below the level of the lesson, then 5 steps

below, and so forth.

This student is not able to benefit from the design of

the problem, because although the program presents

small increments of learning, this student must master

large increments of learning to catch up. For this

student, the program presents a poorly designed

sequence. It requires too much new learning and

does not provide adequate reviews.

 

5. Because the program’s design benefits

are transmitted only to students who are

on the lesson stairs, student performance

must match the level of performance

assumed by each stair. This goal is

achieved if teachers teach to mastery.

Mastery assures that everything that is

supposed to be taught is taught thoroughly

and at the time it is introduced in the program

(not 20 or 30 lessons later).

 

Note, however, that DI programs are designed with

enough redundancy that a student who is absent for

two or three days will not be perfectly lost for the rest

of the year. Also, if students do not master a new

skill on the first day it is introduced, the following

lessons provide at least one - possibly two - reviews

of the introduction so that students will have sufficient

opportunity to learn the skill before it is assumed to be

in their skill repertoire and begins to appear in

applications.

 

The problem occurs when students are not brought to

mastery on skills that will be used later. For instance,

students in Level 1 of Reading Mastery are

supposed to be taught to follow the teacher’s

directions about “touching words” before lesson 30.

The tasks that the teacher presents require students

to follow directions to “Touch the first word ... touch

the next word ... touch the next word ...”

Often students are not brought to mastery when this

series of tasks is introduced. These students have

problems in the lesson range of the 40s because now

they are expected to first “touch the next word...” and

then “sound it out.” If they are not firm on touching the

next word on signal, the activity becomes very sloppy

and students often become confused about what they

are supposed to do. If students are taught on time,

however, they have far less difficulty mastering the

mechanical steps of touching the next word and then

touching the individual letters as they sound it out. The

program design provides for enough practice; however,

that practice must not be mere exposure or practice with

a very low standard of performance. The practice must

lead to mastery.

 

6. Most programs do not require teaching

to mastery. Teaching to mastery is a

foreign practice to many experienced

teachers because most programs do not

require mastery. Instead of providing

continuous skill development, these programs

present topical or thematic units. Students

will work on a particular unit for a few days

and then it will be replaced by another unit

that is not closely related to the first and that

does not require application of the same skills

and knowledge. This design, referred to as a

“spiral curriculum”, is more comfortable for

the program designers, teacher, and students;

however, it is inferior for teaching skills and

knowledge.

 

It is comfortable for the designers because the design

does not have to be careful. The designers do not

have to document that everything that is presented is

“teachable”; the amount of new learning does not

have to be carefully measured. The amount of time

required for a “lesson” does not have to correspond

precisely to a period, because the design assumes that

different teachers will take different amounts of time

to get through a particular “lesson” and “unit”. The

amount of new material is not controlled. The

expectations for student performance is low because

teachers understand that students will not actually

master the material. They will simply be exposed.

The accountability of the teacher is therefore more

“comfortable” because the teacher is not expected to

get through the material in a specified period of time

or bring students to mastery. The spiral curriculum is

more comfortable for students because they are not

required to learn, use, or apply the skills from one unit

to the next unit. They quickly learn that even though

they do not understand the details of a particular unit,

the unit will soon disappear an be replaced by another

that does not require application of skills and

knowledge from the previous unit. The design clearly

reinforces students for not learning or for learning

often vague and inappropriate associations of

vocabulary with a particular topic.

 

If the systematic program is like a stairway, the spiral

curriculum is like a series of random platforms

suspended on different levels. Students are

mysteriously transported from one platform to

another, where they remain for a few days as they

are exposed to information that is not greatly

prioritized. Mastery is impractical with a spiral

curriculum design because many students lack the

background knowledge they need to stand on a

particular “platform”. The poor design relieves the

program designer of assuring that earlier-taught skills

and knowledge are mastered and used. The poor

design also relieves students of the responsibility of

learning to mastery and it relieves the teacher of

teaching to mastery. It therefore promotes poor

teaching and poor learning.

 

In summary, a program that teaches to mastery is like a

stairway. Mastery is the guarantee that students are

able to reach each stair without falling.

 

Properties of Mastery

Clearly, mastery is the handmaiden of a systematic

program. Mastery is effective for a number of reasons.

The most important reason is that mastery permits

teachers to achieve steady reliable progress in student

learning. When teachers teach to mastery, we can

make predictions about student performance. We can

very accurately project where students will be 100

school days from now or 200 school days from now.

Such projections are very powerful, but very foreign to

traditional orientations about learning, which view the

students’ performance as a function of their ability to

learn and motivation to learn. Therefore, to predict that

student X will be accurately reading 30 words per

minute by the end of the kindergarten year would be

something of a contradiction because it assumes that the

teaching somehow controls the student’s learning.

The traditionalist hopes to reach and motivate the

student and hopes that the student does not have some

type of mysterious “learning disability” that interferes

with learning to read. The traditionalist, however, is

unable to predict who will read and who won’t.

Readiness tests are tools that are supposed to predict

performance according to what the student brings to

school. Because they don’t take into account the kind

of reading instruction the student will receive, readiness

tests fail to predict accurately. In fact, the traditional

orientation to reading has a classification for students

who are predicted by readiness tests to succeed but who

fail to learn to read on schedule - specific learning

disabilities. Note that this label holds fast to the

assumption that the student’s failure to learn to read has

to do with a flaw in the student, not a flow in the

instruction. The school or teacher does not have a

“disability”. The student does. In other words, for the

traditionalist, the performance of the student is not

clearly linked to teaching. The more scientific

orientation to teaching that by DI espouses assumes that

the student who meets the entrance requirements for the

program and who is taught appropriately (to mastery and

on schedule) will respond in perfectly lawful ways and

will be reading at a predicted skill level by the end of the

kindergarten year.

 

Individualisation must occur from the beginning.

Projections are keyed to the performance of a student.

Not all children entering kindergarten have the same

projections because not all of them start at the same

place. Those who enter with more skills have a

headstart and are expected to be farther after nine

months of instruction than the child who enters with a

lower skill level. However, even if children begin as low

performers, the prediction is that they will master

beginning reading skills in kindergarten and will be

reading by the end of kindergarten. For the child who

enters with a low skill level, the projected end-of-K-year

performance may be lesson 120. The projection for the

higher performer may be double that number.

The fact that projections are met means that the DI

orientation to teaching and mastery is correct. Students

will learn if the teaching is appropriate. If they fail to

learn, the reason lies not with their inability to learn but

with the delivery system’s inability to teach.

The concept of individualisation is closely related to the

issue of mastery and to projections about students’

performance. The teacher cannot teach to mastery

without referring to the performance of the students

being taught. The teacher bases decisions about what

to do next on samples of each student’s behaviour. This

sample may come from tasks presented to the group,

tasks presented to individual students, or worksheets and

similar work samples. DI is designed so students’

thinking is made overt. The teacher therefore receives

samples of behaviour at a high rate on everything that

is being taught. The teacher uses this information to

judge what rate of presentation is appropriate. If

students have already learned the skill or concept, the

teacher is to move on. If the teacher determines that

some students have not mastered what is being taught,

the teacher corrects the mistakes and possibly repeats

parts of the exercise. If quite a few students missed the

item, the teacher may repeat the entire exercise with the

whole group, which is more efficient than presenting it

to some students individually.

 

In summary, teaching to mastery is possible only if the

teacher keys the amount and type of practice students

receive to the performance of these children.

 

Criteria and Procedures for Measuring Mastery

Teaching to mastery is a difficult procedure for teachers

to learn. They must learn to reference what to do next

according to the students’ performance. They must

learn high, but realistic, expectations for their students.

They must also learn to coordinate mastery with fast

pacing so that the lesson is neither a chore for students

nor busy-work. The teacher uses efficient means of

checking students’ work, of providing additional practice

and firm-ups for students who do not achieve mastery

on skills that were taught, and of providing

reinforcement for trying hard and for succeeding.

 

First-time correct procedures. An important key to

teaching to mastery is the use of first-time correct

procedures. Procedures for inducing mastery require

the teacher to interpret students’ performance. The

primary indicator of mastery is how well students

perform the first time a particular task or exercise is

presented in the lesson. Each time a task is presented,

the group either responds correctly (all students correct)

or incorrectly (some students giving the wrong response

or no response). First-time correct means all students

are correct the first time a task is presented in a lesson.

Also important is how well students perform on the task

or exercise if the teacher presents it more than once. If

the teacher corrects and repeats the task or exercise, it

is important for students to perform correctly the second

time. However, for diagnostic purposes, students’

responses to the first time the task or exercise is

presented provides the most critical information about

where students are positioned on the stairway and

whether they are appropriately placed in the program.

For instance, the first time the teacher asks a question

such as, “Do we multiply or divide to solve this

problem?” or the first time students read a particular

word list, their responses reveal information about the

mastery level the students bring to the lesson.

 

The students’ pattern of correct responses also provides

important mastery information. If they are making too

many mistakes, or if they are not firm on material that

had been taught earlier and that is assumed to be firm,

they are placed too far in the program and should be

moved back. If students give solid indications that they

already know what the lessons is teaching, the students

may not be placed as far in the program as they might

be, and the rate of lesson presentation should increase.

Finally, the “correct-response” patterns of a group

indicate whether all students belong in the group or

whether some should be placed in other groups.

 

Four criteria permit precise interpretation of the correct response

performance for groups and individuals:

 

Criterion1. Students should be at least 70% correct on

anything that is being introduced for the first time.

 

Criterion 2. Students should be at least 90% correct

on the parts of the lesson that deal with skills and

information introduced earlier in the program

sequence.

 

Criterion 3. At the end of the lesson, all students be

virtually 100% firm on all tasks and activities.

 

Criterion 4. The rate of student errors should be low

enough that the teacher is able to complete the lesson

in the allotted time.

 

Again, all the percentages are based on how students

perform the first time a particular task is presented in

the lesson. For material that is assumed to be mastered,

the group should respond perfectly at least 9 out of 10

times.

 

As noted above, students’ first-time performance shows

what they have brought with them to the lesson. That is

the material that is in their memory and skill repertoire.

The performance of students after the teacher repeats

the material indicates only what the students may retain

for possibly less than 10 minutes. That time span does

not measure mastery. When students master a skill they

know it “as well as they know their own name.”

 

All four criteria should be considered in evaluating the

mastery of the group. If students meet the first three

criteria but can’t seem to get through lessons in the

allotted time, something is wrong. The following

sections examine the four criteria in more detail.

 

Criterion 1. Students should be at least 70 percent

correct on anything that is being introduced for the

first time. This percentage is based on the

understanding that even the new skills or procedures

that are being introduced are not composed entirely of

material that is new. Much of it will be familiar.

Therefore, the initial rate of correct responses should not

drop below 70 percent. If students are at mastery on

the preceding lessons, this outcome will occur in almost

all cases.

 

If students perform much below 70 percent, they are not

learning the material. If they are only 50 percent

correct, they may be at a chance level - guessing at the

answers or the steps in the operation. Their responses

are not generated by an overall understanding of what

they are learning. At 70 percent correct, their responses

show that they are much closer to understanding the

new material than they are to taking blind stabs at

responding, and therefore should be able to master the

new material during the lesson.

 

Criterion 2. Students should be at least 90 percent

correct on the parts of the lesson that deal with

skills and information introduced earlier in the

program sequence. Criterion 2 is based on the fact

that students must be completely at mastery on earliertaught

material. When earlier-taught material occurs in

later lessons, no reteaching should be required. If

substantial reteaching is needed, the amount of new

learning that students must achieve to mater the lesson

becomes too great. If students are consistently not at

the 90 percent correct level on material that had been

taught earlier in the program, students need more

extensive firming and more delayed tests. Possibly, the

teacher should use a game format in which she asks

students different questions at the end of the lesson.

Students who respond correctly receive points. When

virtually all students consistently earn points, they have

learned good techniques for learning and retaining

information presented in the lesson.

 

Criterion 3. At the end of the lesson, all students

should be virtually 100 percent firm on all tasks

and activities.

 

Criterion 4. The rate of student errors should be

low enough that the teacher is able to complete the

lesson in the allotted time. Criteria 3 and 4 go

together. When the rate of errors for the overall lesson

is low, the teacher does not need to spend great amounts

of time firming students, and the teacher should be able

to complete the lesson in the allotted time. If students

enter the lesson with skills that permit them to attain 70

percent correct on new material and 90 percent correct

on material taught earlier, students should be able to

achieve virtually 100 percent on all exercises presented

in the lesson. Achieving this performance level may

require a little additional firming, but it should not be

necessary or excessive lesson after lesson. Therefore,

if Criteria 1 and 2 are met, students should easily

achieve Criterion 3 and the teacher should be able to

complete the lesson during the allotted time.

 

Calculating percentages. Several different procedures

are effective for teachers to learn how to “estimate” or

calculate the percentage of first-time-correct responses.

One way is to place sticky tabs in the teacher

presentation book after each task, or affix a sheet of

paper to the page so the teacher can mark whether the

group (or individual) correctly responded to each task.

After the children have responded to ten tasks, the

teacher simply counts the number of tasks that were

correct. If seven were correct, the percentage is 70

percent. (Note: if the teacher repeats a task, she would

not mark the second-time performance the same way

she would mark the first-time performance. She could

circle the second-time performance, note the

performance in a second column, or use another way to

separate the first-time performance from performance

on tasks or exercise that are repeated.)

 

After using a procedure of actually counting the

responses within each exercise, the teacher should try

to make estimates in her head. One way is to “ball

park” patterns in terms of whether students are

performing closer to 50 percent or 100 percent. If they

seem closer to 50 percent (missing a little less than half

of what the teacher presents) their first-time percentage

is too low. If they are clearly closer to 100 percent than

50 percent, their performance tends to be high and in the

ball park.

 

For some tasks, such as reading a passage, the

percentage should be high, even on the first reading,

because virtually all the words should be familiar.

Students should not fall below 90 percent correct on the

first reading of a passage. One the second reading,

students should perform close to 100 percent.

Once the teacher becomes facile at estimating the

percentage of correct responses, she has learned to

respond sensitively to students’ progress and problems.

The teacher would apply this skill. If only some of the

students in the group consistently make mistakes, they

should probably be placed in another group.

 

Decisions about mastery do not derive only from the

percentages of first-time correct performance. The

teacher also has information about in-program test

performance and independent-work performance. The

value of identifying the first-time-correct performance

is that it affords the teacher the opportunity to correct

problems of mastery when they first appear. This

opportunity results in greater efficiency in teaching to

mastery.

 

Assessing mastery through delayed tests. Delayed tests

are simply selected tasks from the lessons that are

presented again later in the lesson. Because of the

“delay” between the time students worked the task and

when they work it again, the teacher is provided with a

good indication of whether students have the information

in their memory.

 

Presenting delayed tests, either to the group or to

individuals, is the best way to shape or improve students’

ability to remember new information and to learn how to

organise it mentally so that they are able to recall and

use it. The tests work best when there is a contingency

attached to them. If students know that they will be

tested later on any exercise, skill, or problem type

presented in the lesson, students will tend to learn the

material far better than when no contingency exists. For

instance, at the beginning of a reading lesson, the

teacher indicates that at the end of the reading lesson,

“I’ll call on individuals to read some of the harder words

in the lesson. Let’s see if we can get a perfect score”.

After the word attack, the teacher says, “Now you’re

going to read some of those harder words. Remember,

if you read all the words correctly when I call on you,

you earn five bonus points. If everybody reads the hard

words, everybody receives another three bonus points.”

This procedure could be repeated at the end of the story

before students begin independent work. Similar

routines are effective for math and language lessons as

well.

 

To further assure that students are at mastery, the

teacher could present delayed tests at different times of

the day. A good rule is that whenever students are lined

up in the classroom, ask them questions about the newly

taught material. Praise students who do well.

 

Remember, the more students understand that they will

use the information that they are learning, the more they

will develop strategies that permit them to master new

material quickly and efficiently. More importantly, by

providing delayed tests, the teacher shows students what

is important. If the teacher shows that their learning and

retention of material are important - not simply within

the time frame of the period during which the material

is taught - the teacher models what they are to think

about, mentally rehearse, and use. This message goes

a long way to help students prioritize their thoughts and

goals.

 

Procedures for Teaching to Mastery

One of the most obvious questions about teaching to

mastery is: If mastery teaching has so many benefits,

why haven’t we seen the effects of mastery teaching on

lower performers? The reason is simply that schools

typically (and historically) have not been designed to

provide for teaching to mastery. The schools have not

been organized either to recognize mastery teaching as

important or to address the technical details of achieving

it, particularly with lower performers.

 

Three basic components must be in place if a school is

to achieve the transformations that are possible by

teaching to mastery:

 

a) programs in various subject areas that are

designed to accommodate mastery teaching;

 

b) teachers who scrupulously teach everything

to mastery; and

 

c) a system that provides for the grouping of

students and the coordination that is required

to achieve maximum acceleration of student

performance.

 

Until very recently, no schools have incorporated these

three components into a systematic plan that involves all

the teachers and all the instruction. The following

sections examine these three components in detail.

 

a) Programs for teaching to mastery. The

requirements for instructional sequences are very

different from the requirements that states and districts

use to adopt instructional material. All instructional

programs must have two primary features to make

teaching to mastery uniformly possible:

 

1) The programs must be designed to present

instruction for each skill and concept in a way that

permits the teacher to teach it to mastery (given

that the teacher follows program specifications).

 

2) The programs must be coordinated from level to

level so they are continuous and so the later level

builds efficiently on what was taught in the earlier

level.

 

Program design. A slogan for a well-designed

program is that it teaches everything that students will

need for later applications, and it doesn’t teach anything

that is not needed for future applications. This feature

sets the stage for mastery. Students who are at mastery

in the program know at least 70 percent of any new skill

or operation that will be taught in the program.

Therefore, their first-time percentage on new material

will be in the acceptable range. Traditional programs do

not have this structure and therefore do not permit

application of the rules about first-time correct.

 

Although traditional programs may work adequately with

higher performers, they tend to be very ineffective with

the lower end of the student population (those students

for whom the material is unfamiliar).

 

The small-step program has a ‘track’ structure, which

means that more than one separate skill is taught during

each lesson. What had been taught earlier is reviewed.

Traditional lessons are often organized around single

topics, rather than around a series of continuing tracks.

Also, traditional programs are frequently based on loose

associations of ideas, such as the various meanings of a

vocabulary word like fine. Except in limited cases, the

well-designed program would present only the meaning

that will be used in upcoming applications.

 

Traditional programs also do not provide the review

students need. Advanced material presented in the

traditional textbook is not actually designed to teach

content. Rather, the text is a reference

book—something like an encyclopedia organized around

different topics. The teacher is expected to transfer this

information to the students, but the manner in which this

transfer is supposed to occur is not clear. What is clear

is the fact that it doesn’t happen with many students.

 

A key element of the effective program is that it is

designed so that it does not generate possible misrules.

For instance, if students are actually taught to guess at

the word by figuring out the beginning sound and the

general shape of the word, teaching students to mastery

will simply guarantee later failure. This is a false rule.

If applied, students will certainly confuse words like

slop, shop, and stop. A program with spurious teaching

may work when there is a small range of examples (only

the word shop appearing in what students read). Later,

however, the program will fail (when stop also appears

in what they read).

 

Also, the program cannot have false or spurious clues

that permit students to give the right answer for the

wrong reason. If students always recite number facts

in the same order, they could learn a serious misrule,

which is that the answers always follow the counting

order. What’s 1+1? What’s 2+1? What’s 3+1?

What’s 18+1? Students who have always recited the

facts in the counting order will respond to the last

question by saying, “Five”. The sequence is seriously

flawed and introduces a serious misrule.

 

Unless the program is well designed for teaching to

mastery, it will often not produce gains, but frustration,

both for students and the teacher. The program must

provide both for the rapid teaching of new skills and for

a high rate of student responses. These responses let

the teacher know whether or not students are at

mastery.

 

Level-to-level coordination. For mastery teaching to

be possible, programs must be thoroughly coordinated

from level to level. Different levels of traditional

instructional programs present the same topics and the

same examples. For instance, over 75% of a sixthgrade

math program may be presented in the

corresponding fifth-grade program. Obviously, this

sequence makes no assumption that students have

mastered anything that was taught in the fifth grade. In

fact, math assessments regularly disclose that students

have not mastered any of the content that is new to the

current level of the program. Rather, students know

only what had been taught 1 to 2 levels earlier. This

relationship confirms that students have not received

consistent experiences in learning what teachers and

textbooks teach. They tend to learn the material much

later, through experimentation and trial and error.

 

b) Teachers who teach everything to mastery.

This criterion is necessary, but very difficult to attain.

Teaching to mastery is the most difficult skill for

teachers to learn. One problem is that teachers have a

strong tradition of simply exposing students to material,

rather than assuring that they master it. What often

occurs, even in schools that are supposed to be full immersion

DI schools and that do well with the DI

subjects, is that teachers tend to have split teaching

philosophies. When presenting DI lessons, they teach to

mastery, but when they present other

instruction—social-studies units, art, vocabulary

information—they don’t. Instead of constructing

variations of routines that they have used in DI

sequences, they simply expose students and don’t

consider the effects of their instruction on how students’

knowledge base and attitudes.

 

For example, we recently observed a good DI teacher

presenting a “unit” on Sweden to children in the third

grade. These children had completed Reading Mastery

3; yet, when the teacher presented the unit, she did not

refer to anything they had learned in Reading 3, did not

present the information about Sweden in a systematic

way, and did not provide any tests to determine whether

the students had mastered the new information about

Sweden. Instead, she passed out a worksheet that

contained a map of Sweden, some facts, and some

questions. She read the facts, briefly discussed some of

the customs, told the students about several other things

that characterize Sweden, and then directed the students

to write answers to the questions and color the map.

 

At this point, we asked students a series of questions to

determine whether they knew the new information and

knew how to fit it into what they already knew about the

world. Here are some of the questions.

 

“It says that Sweden is a country in Europe. Do you

live in that country? . . . What’s the name of the country

you live in? . . . Can you find Sweden on the globe? . .

Can you show me where Europe is on the globe? . .

Have you read about any other countries in Europe? .

..” We asked about several of the vocabulary words

that appeared on the worksheet. The students failed

nearly all of these items.

 

It would not have taken the teacher more than five

minutes to teach students to mastery on all the

information they would have needed to fit the worksheet

material into the framework of knowledge they already

possessed. They had read about Herman the fly, who

flew around the world, landing in Italy. Students were

able to locate Italy on the map. This is a good reference

point for going north to Sweden. Once they saw

Sweden on the globe and saw its distance from Italy and

from the US, they would have had a good schema of its

size and its relation to places they already knew. That

was the purpose of teaching the global information in

Reading 3 - to provide them with “stepping stones” upon

which to build new facts and operations.

 

The teacher, however, did not know how easy it was to

teach to mastery on things that were not in the DI

curriculum or how important it was. Her approach was

very ill advised because it promoted

compartmentalization of information and discontinuous

learning strategies. When doing the social studies, the

students had a dabbling attitude. Some of the material

was so strange to the students that they apparently

didn’t even know what sort of questions they should ask

to make sense of it. They didn’t even try to understand

it. In the case of Sweden, the didn’t know clearly

where it was, what it was, or how it related in any way

to the things they had learned.

 

During the direct-instruction periods, in contrast, the

students had strategies that permitted them to learn to

mastery. The net result of the unit on Sweden was that

the teacher lost lots of opportunities to build on what

students already knew. Furthermore, she lost

opportunities to help accelerate the intellectual growth of

her students.

 

To make sure that they really learned the information on

Sweden, the teacher would have to add several items to

part of her daily routine—the openers—which consist of

a series of questions the children are to answer. The

new items would relate to Sweden. What’s the name of

the country you live in? . . . Is that country in Europe?

. . . Name some countries in Europe . . . Is Sweden as

big as the United States? . . . I’ll touch places on the

globe. Tell me the name of the country I touch. . .”

“Compartmentalized” teaching is far more common than

teaching designed to build on what students already

know. The general guideline for a teacher who wants

to accelerate intellectual growth is: If you teach

anything, teach it to mastery.

 

To do that, the teacher figures out how the new material

is related to what students already know and makes this

relationship explicit and part of the mastery teaching.

Before teachers are able to teach everything to mastery,

they must be trained and they must receive extensive

models about how to do it.

 

c) A system that supports mastery and

acceleration. Because students will not be seriously

accelerated unless they receive possibly three or more

years of undiluted immersion in mastery teaching, the

school must have a system that requires teaching to

mastery. A system is necessary because immersing

students in mastery instruction involves more than one

teacher. In fact, if mastery-teaching immersion is to

occur for all students, it must involve all teachers, all

subjects and virtually all aspects of the school day.

 

This system meets seven primary requirements:

 

1. All students must be appropriately placed in

each instructional program. All placements are

based on first-time-correct performance. Mastery is not

possible unless students are placed according to the

criteria for first-time-correct performance.

 

2. All groups must be homogeneous with respect

to the performance level of all students in the

group. This requirement is an extension of the firsttime-

correct requirements. Unless all students in the

group are appropriately placed, the teacher will not be

able to bring the group to mastery in a reasonable

amount of time. The teacher will have to spend time

providing additional practice to students who should not

be in the group. This additional practice tends not to

serve students who need it nor the other students, who

waste time while the teacher works on firming skills that

they have already mastered.

 

3. There are actually three critical scheduling

issues. The first is that adequate time must be

scheduled on a daily basis for teaching each group each

subject. The second is that the schedules must be

coordinated to permit relatively easy movement of

students from one instructional group to another, based

on their performance. If two students should be in a

math group that is 55 lessons earlier in the program, the

transfer is relatively easy if the group that is to receive

these students is teaching math at the same time as the

group in which the students are currently placed. The

third issue is that movement of students from one

instructional group to another should occur frequently

throughout the year. A general rule for grades K-3 is

that major regrouping should occur at least three times

during the year. This regrouping assures that

instructional groups remain homogeneous in

performance. Note that regrouping is generally not

required as frequently in the upper grades after the

implementation is stabilized. However, periodic changes

may have to occur in math and language. All schedules

must be coordinated across classrooms and grades so

that cross-class grouping and regrouping is possible.

This need is met only if specified classrooms teach the

same subjects at the same time.

 

4. Schedules must provide adequate time for each

subject and each instructional group, and teachers

must faithfully follow schedules. The schedules must

include time for workchecks, so that students receive

timely feedback on any mistakes they made, and so

teachers receive information about any skills or items

that need additional firming. The worksheets and

possible firming periods are particularly important during

the first several years of the implementation.

 

Many problems of scheduling periods occur in the

beginning grades. Sometimes, schedules provide

adequate time for two of three groups in a subject, but

not for the third. Sometimes, the schedule is different on

different days, which means that students may not

receive instruction in some subjects on some days.

Sometimes, the time allotted for the teaching of a subject

is not adequate. All these problems must be corrected

if adequate mastery is to be attained.

 

5. A group’s progress in mastering new material

must be continuous throughout the year. If the

group completes level 3 reading in the middle of

February, students must begin level 4 within no more

than two or three school days. Level 4 should not be

delayed until the beginning of the next school year.

 

6. All teachers must enforce the same set of

schoolwide management rules and practices for

celebrating academic achievements. There should

be rules for how students are to behave in the class, so

that if students misbehave, they understand both the rule

that they broke and the consequence. The system of

rules should be designed so students receive

reinforcement for complying with rules. The schoolwide

celebration of students’ achievement should be the

centerpiece of the school’s ceremonies. Students who

achieve well should be recognized in a way that leaves

no doubt about how important the school feels mastery

accomplishments are.

 

7. The performance of students must be regularly

monitored. The school must have systems for

regularly monitoring students’ progress. The monitoring

information may consist of weekly summaries of

progress in each subject, summarises of student

performance on in-program tests, and reports on daily

independent work. The purpose of the monitoring is to

guarantee that no students fall through the cracks and

that all receive the best instruction that the school is able

to deliver.

 

This full set of seven requirements is rarely met. Each,

however, is necessary if the school is to achieve

maximum acceleration of student performance.

 

Four rules for teaching to mastery. One of the

reasons that mastery instruction is difficult for teachers

to learn is that facts about mastery soundly contradict

beliefs that teachers have about individual differences

and how children learn. Note however that the

teachers’ misconceptions are perfectly consistent with

their experiences. The teachers’ beliefs are based on

exactly what they have observed. The problem is that

they usually never observed students who have received

extensive mastery instruction. To engage in mastery

instruction, teachers must adhere to four basic rules that

contradict conventional wisdom and the beliefs that

many teachers hold.

 

Rule 1: Hold the same standard for high

performers and low performers. This rule is based

on the fact that students of all performance levels exhibit

the same learning patterns if they have the same

foundation in information and skills. The false belief that

characterises the conventional wisdom about teaching is

that lower performers learn in generically different ways

from higher performers and should be held to a lower or

looser standard. Evidence of this belief is that teachers

frequently have different “expectations” for higher and

lower performers. They expect higher performers to

learn the material; they excuse lower performers from

achieving the same standard of performance. Many

teachers believe that lower performers are something

like crippled children. They can walk the same route

that the higher performers walk, but they need more

help in walking.

 

These teachers often drag students through the lesson

and provide a lot of additional prompting. They have to

drag students because the students are making a very

high percentage of first-time errors. In fact, the

students make so many mistakes that it is very clear that

they are not placed appropriately in the sequence and

could not achieve mastery on the material in a

reasonable amount of time. The teachers may correct

the mistakes, and may even repeat some parts that had

errors; however, at the end of the exercise, the students

are clearly not near 100% firm on anything.

 

Furthermore, the teacher most probably does not provide

delayed tests to assess the extent to which these

students have retained what had been presented earlier.

The information these teachers receive about low

performers is that they do not retain information, that

they need lots and lots of practice, and that they don’t

seem to have strategies for learning new material.

Ironically, however, all these outcomes are predictable

for students who receive the kind of instruction thes e

students have received. High performers receiving

instruction of the same relative difficulty or unfamiliarity

would perform the same way. Let’s say the lower

performers typically have a first-time-correct

percentage of 40%. If higher performers were placed

in material that resulted in a 40% first-time-correct

performance, their behaviour would be like that of lower

performers. They would fail to retain the material, rely

on the teacher for help, not exhibit self-confidence, and

continue to make the same sorts of mistakes again.

 

If students are placed according to their first-time correct

percentages, they tend to learn and behave the

same way, whether they are “lower performers” or

“higher performers.” In Project Follow Through, we

mapped the progress of students of different IQ ranges.

 

The results showed that regardless of students entering

IQ, the rate of progress was quite similar across all

children and across different subjects. Lower

performers learned as fast as higher performers. They

simply started at a different place, with material that

higher performers had long since mastered. Note that

this conclusion may be somewhat biased because we

paid particular attention to the instruction for the lower

performers. They tended to have better teachers and

their instruction tended to be monitored very closely. In

any case, they learned at a very healthy rate, one that

paralleled that of students with IQS 40 points higher.

 

The typical practices of placing and teaching students

are completely opposed to appropriate placement and

teaching procedures. At the University of Oregon, we

place teaching-practice students in special-ed

classrooms that use direct-instruction programs. During

the years that we first offered these practica, we

typically worked with teachers who were teaching DI

but had not generally received much training. Before

we arranged for a placement with a new supervising

teacher, therefore, we made sure that the classroom

was “appropriate” for our students, which means that

the children the practicum students were to work with

were placed appropriately and that the teacher was

using and modelling appropriate practices. As part of

the review of the new classrooms that were candidates

for receiving practicum students, we checked the

program placement of the students and changed their

placement if necessary.

 

Our estimate is that in the first 40 or more classrooms

we used, the children were moved back in DI reading

programs an average of 100 lessons - sometimes 120

lessons. The children, in other words, were placed

about 3/4 of a school year or more beyond the optimum

first-time-correct percentages. Nearly all teachers had

children that were seriously misplaced. Furthermore, I

don’t recall a single classroom in which children’s

percentages required us to move children ahead in the

programs. Children were always “over their heads”.

 

Coincidental with the inappropriate placement was

inappropriate expectations. Often, teachers were good

technicians - acting positively, exhibiting good pacing and

other mechanical skills, and correcting mistakes in a

timely and apparently appropriate manner. They often

had noble motives for placing the students where they

were, so that students would be closer to the appropriate

placement for their age. Their error, however, was that

this placement made mastery impossible. Without

achieving steady and predictable mastery, children could

not gain at a healthy rate.

 

An almost inevitable conclusion that teachers derive

from observations based on inappropriate placement of

children is that these children are different. For many

teachers the difference suggests that the children need

a “different approach.” We have seen many teachers

who have asserted that “that group has been through the

program two times, and it just doesn’t work with them.”

The teacher is not actually blaming the children for not

learning, but rather suggesting that they may be able to

learn more easily with some kind of approach that

matches their different way of learning.

 

In about 12 cases, we were able to test the children

who, according to the teachers’ reports, had gone

through the program and not mastered the material. In

every case, it was very apparent that they had never

been through the program at anything approximating

mastery. In some cases, the appropriate placement

(based on first-time-correct [percentages) was the

beginning of a lower level of the series - about 300

lessons from the end of the level the teachers said the

children had completed two times. Furthermore, when

children were placed appropriately and actually taught

to a high standard of performance, they learned at a

predictable rate, and they indeed mastered the material.

 

Rule 2: At the beginning of the school year, place

continuing students who have been taught to

mastery no more than 5 lessons from their last

lesson of the preceding year. If something is

thoroughly learned and applied, it will be retained by

lower performers as well as by higher performers.

The conventional wisdom, in contrast, holds that lower

performers “have it one day and forget it the next.”

And whatever they have, “they completely lose over the

summer.” Again, this expectation results largely from

the kind of instruction students have received. Even

after teachers have learned to teach students to

mastery, however, they often retain their expectations

about how much lower performers will retain. In the

first ASAP schools we worked with in Utah, teachers

routinely placed continuing students at the beginning of

the school year 80 to 100 lessons behind the last lesson

they had completed the preceding spring.

 

Teachers had been told the ASAP policy for placing

students at the beginning of the school year: Go back no

more than five lessons in the program sequence and

bring students to a high level of mastery on the material.

This firming is to take no more than five school days.

After the review, students should be well prepared to

pick up in the program where they had finished in the

spring.

 

The teachers were openly sceptical about this

procedure, and they ignored it. They argued that, over

the summer, students forget much of what they had

learned. We told them that learning didn’t work that

way. We pointed out that there is a lot of literature on

learning and retention that shows that even if something

that had been thoroughly learned and had not been

practised for years, there would be great “savings” in

the amount of time needed to reteach this material to

mastery. Therefore, if appropriate placement for

students in the fall (based on error performance) is 80

lessons behind where they finished in the spring, the only

possible conclusion is that they had never learned the

material in the spring.

 

For several years, the teachers resisted following the

fall-placement rules and continued to use their traditional

practices. To correct this situation, we documented the

mastery of all students several weeks before the end of

the school year. We staged “show off” lessons that

were observed. The observations confirmed what

students did know, and in some cases, identified some

things they had not adequately mastered. Before the

end of the school year, students were placed according

to the rules about first-time-correct percentages so they

were firm in everything that had been presented in the

program sequence.

 

At the beginning of the next school year, we controlled

the placement of students to make sure that teachers

were placing students no more than 5 lessons behind

where they had left off in the spring. Students

performed as predicted. After possibly one or two

lessons, they clearly performed as well as they had in

the spring.

 

The response of the teachers was overwhelmingly one

of disbelief and revelation. Most of them said something

like, “I’m amazed. They actually retained what they

had learned.”

 

The magnitude of their surprise suggests how strong the

belief was that students could not possibly retain the

information over the summer. This strong belief had

been supported by what they had observed in the past,

which was based on spring placements that were far

beyond what students had actually mastered.

 

Rule 3: Always place students appropriately for

more rapid mastery progress. This fact contradicts

the belief that students are placed appropriately in a

sequence if they have to struggle - scratch their head,

make false starts, sign, frown, gut it out. According to

one version of this belief, if there are no signs of hard

work there is no evidence of learning. This belief does

not place emphasis on the program and the teachers to

make learning manageable but on the grit of the student

to meet the “challenge.” In the traditional interpretation,

much of the “homework” assigned to students (and their

families) is motivated by this belief. The assumption

seems to be that students will be strengthened if they

are “challenged.”

 

This belief is flatly wrong. If students are placed

appropriately, the work is relatively easy. Students tend

to learn it without as much “struggle.” They tend to

retain it better and they tend to apply it better, if they

learn it with fewer mistakes.

 

The prevalence of this misconception about “effort” was

illustrated by the field tryouts of the Spelling Mastery

programs. Over half of the tryout teachers who field

tested the first and second levels of Spelling Mastery

with lower performers indicated on their summary forms

that they thought the program was too easy for the

children. Note that most of these teachers were not DI

teachers and had never taught DI programs before.

When asked about whether they had ever used a

program that induced more skills in the same amount of

time, all responded, “No.” Nearly all agreed that the

lower performers had learned substantially more than

similar children had in the past. When asked if students

were bored with the program, all responded, “No”.

What led the teachers to believe that the programs were

too easy? All cited the same evidence: students didn’t

have to struggle. For them, it wasn’t appropriate

instruction if it wasn’t difficult for the lower performers.

Often, good DI teachers place students who are behind

as close as possible to their age-appropriate placement.

Their rationale is that if students can make good

progress at this placement, they will be farther ahead.

Placing students at the edge of their ability to perform,

however, mans placing them where the students are

“working very hard” and where they will make a high

percentage of mistakes. This placement effectively

negates good teaching.

 

One teacher we observed would have scored a 10 on

the teaching behaviours that good teachers are supposed

to exhibit. She was working with fourth graders who

were placed far beyond where they should have been

placed in the Corrective Reading program. In trying to

read one of the longer sentences, the students missed

five words. The teacher corrected each mistakes with

alacrity. The teacher faithfully returned to the beginning

of the sentence and directed the reading again. At last,

the students read the sentence without error, and the

teacher praised them. They smiled and apparently felt

good about their achievement. Later, we tested the

students individually on the sentence. No student made

less than 3 errors in reading the sentence. The

teacher’s expectations for these students were simply

unrealistic, and although the teacher had superior

teaching skills, all were effectively negated by the

placement of the students. When asked why she placed

the students where she did, she expressed her concern

with their future if they didn’t catch up to grade level.

She wanted them to learn as much as possible in the

available time, and she assumed that the closer they

were to working on forth-grade material, the greater

their chances of achieving this goal sooner.

 

In working with the ASAP schools in Utah, we had

several demonstrations that tested this formula. During

the first two years of the project, these schools had

great concern over the math place of fifth - and sixth grade

students. Very few sixth graders placed in the

sixth level or oven the fifth level fo Connecting Math

Concepts. Some barely passed the placement test for

the fourth level of the program - Level D. This level

assumes that students have mastery of a wide range of

math facts and operations. Therefore, we were

reluctant to place new students in D unless they had a

strong performance on the placement test. The schools,

like the teacher in the example above, assumed that the

fastest way to get sixth graders into sixth-grade material

was to start them as close to that material as possible.

 

On three occasions, we had the opportunity to split

groups that were fairly homogeneous in performance

and to place half the group at the beginning of D and the

other half at the beginning of C, where they would learn

the facts and operations that are assumed by Level D.

 

The strategy for these students was to make sure they

performed according to the ideal percentages of first time

performance and to move as quickly as possible.

If students were clearly firm on something, we would

either direct the teacher to skip it in half the lessons or

present the problems as independent work. As soon as

the percentages started to drop, we would return to

presenting full lessons and continue at that pace until it

was clar that the students could be safely accelerated.

(Note: We tend not to skip material when we accelerate

students. We simply go through the material faster.

We’ve discovered that when teachers start skipping

material, they often skip too much or skip material that

should not be skipped even if students perform at

acceptable percentages).

 

In all cases, groups that started in C performed much

better and actually passed up groups that started in D.

In two cases, this occurred before the end of the first

year. For the last case, it occurred in the middle of the

second year. The student who stated in D tended not to

perform near the ideal first-time percentages. They

often failed the ten-lesson tests, and teachers had to

spend a great deal of time reviewing and reteaching

things the students were expected to have learned. In

contrast, the student who had been placed in C were

able to do more than one lesson a day (until they

reached about lesson 30 in DS) and had a very high rate

of passing the ten-lesson tests. For these students, the

sequence of the program was congruous with their skill

level, and the steps in the program were small; for the

students who started in D, the program steps were too

large and the climb too steep. The overall effect was

that the D-starting students didn’t like match as much as

the other students did and had far less confidence about

their ability to learn math. We later adopted the practice

of starting all students with marginal understanding in

Level C, not D.

 

Rule 4: Move students as quickly and as

reinforcingly as their performance permits. This

rule opposes the notion that teaching to mastery is

somehow synonymous with having picky or punishing

standards. For instance, I recently observed a teacher

who seemed to confuse teaching to mastery with being

a “taskmaster.” She was teaching reading to a group of

10 first graders. Students were attempting to read a

sentence in unison. After the second word, the teacher

stopped the group because of the students did not have

both feet on the floor. On the second trial, one of the

students did not point to a word on time. The third time,

one of the students did not clearly respond to the last

word in the sentence. On the fourth trial, three students

did not read the second word, etc.

 

This teacher, and many others who attempt to teach to

mastery, confuse form with function. The goal is to give

the children the information and practice they need as

quickly and efficiently as possible, secure evidence that

they have mas tered the material, and move on. While

military precision may indicate mastery for some things,

effective tests should be used to determine mastery.

After observing the teaching of the reading lesson for a

while, I pointed to a student who had unwittingly been

responsible for the group going back to the beginning of

the sentence at least twice and asked the teacher,

“Does he know all the words in this sentence?”

She said, “I don’t know.”

I asked, “If you presented an individual turn to him,

would he know all the words?”

She said, “I’m not sure”.

 

Her responses indicated that she had been largely

looking at the wrong things. The student was at

mastery, but his performance was being judged

according to standards that were simply barriers - not

indicators of mastery. The teacher was trying to teach

to mastery without actually evaluating what was

happening. She was being a taskmaster, not an

evaluator. The teacher’s behaviour showed the students

that they were failing, even though they were actually

quite firm on the material. And it wasn’t apparent to

them what they should do to please her. It seemed

inevitable that they would have to read each sentence

many times, regardless of what they did.

Although these students were placed properly in the

instructional sequence, the teacher’s method of firming

preempted her from being able to meet the criterion of

getting through the lesson in a reasonable amount of

time. That fact should have been a signal that

something was wrong.

 

I told her to use a different format for presenting to this

group. She would tell students that they would read the

sentence only one time. If they made a mistake, the

teacher would tell them the correct word and then they

would move on. After the group read the sentence one

time, the teacher would call on two or possibly three

students to read the sentence individually. L If they all

read it correctly, everybody in the group would receive

a point for the sentence. (Also, when students read the

sentence, they were permitted one, but only one, re-read

or self-correct of a word).

 

Although this format is not appropriate in all situations,

it was good for this teacher because it helped her

separate the mechanical details from the substance of

what is being learned and helped her present in a way

that gave students a chance both to achieve mastery and

to feel good about their success. When she was able to

observe the performance of individual students, she was

able to see more clearly whether they were at mastery.

She was also able to increase the pace of the lesson so

that it was far more enjoyable for her.

 

Benefits of Immersing Students in Mastery

Teaching to mastery has benefits for students, teachers,

and the school system. Students benefit by becoming

much more competent and by gaining options for their

futures they otherwise would not have. Teachers

benefit because students who are taught to mastery tend

to succeed; therefore, teaching becomes easier.

Schools benefit because students are much easier to

teach in the upper grades if they have a solid mastery

foundation starting in kindergarten. In the upper grades,

students are able to learn new material at a good rate,

and the bottom end of the student population performs

more like traditionally taught students.

 

Two types of performance change occur in students.

The most obvious is that students learn more material

during a specified time period. The second change is in

their ability to learn new material. There is a simple

relationship between the amount of material they master

and their overall facility to learn new material. The

more success students have with a particular type of

material, the better they become at it.

 

Teaching to mastery also installs self-confidence in

students because they learn they are capable of learning

whatever new skills or material the teacher presents.

Their positive attitude is firmly grounded in experience.

Because students have learned everything the teacher

has taught, students understandably have confidence

that it will happen the same way for future instruction.

What governs these changes in student performance

and self-confidence? The degree to which students

benefit from being taught to mastery depends on the

extent of the mastery teaching and on the number of

areas in which students experience mastery.

 

Early work in the Direct Instruction Preschool provided

many examples of the acceleration achieved in specific

areas of knowledge by teaching to mastery. One of the

cleanest demonstrations came from the teaching of

classification concepts - vehicles, clothing, food, animals,

etc. - to four-year-olds. For this demonstration, the

order of introduction for the classes differed from one

group of children to another. (One group started with

food, another with clothing, etc. and learned the classes

in different orders).

 

Children learned one class to mastery, then learned the

next in their sequence. Children were considered to be

at mastery if they could name members of a class and

correctly respond to inference games that asked about

the larger class and the smaller class. For instance,

after children had learned about clothing, the teacher

would say, for instance, “I’m thinking of something that

is clothing. Is it a shoe?” The answer is “Maybe”, or

“We don’t know”.

 

The teacher would also present tasks that referred to

things in the class of clothing. “I’m thinking of

something that is a shirt. Is it clothing?” The answer is

“Yes”. Also, “I’ll name some things. Tell me if they

are clothing or not clothing. Truck ... glass ... hat ....

etc.”

 

The number of trials required for the children to learn

different classes followed a predictable trend regardless

of which class they learned first and which they learned

fourth or fifth. The class that required the largest

number of trials was the first class or second class in

their sequence. The fourth or fifth class in the sequence

required less than half the number of trials required for

the children to learn the first class.

 

One of the reasons for this accelerated learning is that

the children did not have to learn as much to master the

fifth class as they had to learn to master the first. In

learning the first class, they had to learn the names of

higher-order class (vehicles, for instance) and some

members of this class (boat, train, bus , etc.). Children

also had to learn the relationship between the higher

order class and the members of the class. They had to

learn basically that all trucks are vehicles, but that all

vehicles are not necessarily trucks. This relationship is

tricky and requires practice.

 

All the classes have this same structure. Children who

learn the structure for the first class do not have to

relearn it for each of the other classes. They still have

to learn the name for the new higher order class and the

names for the various members. But the children do not

have to relearn the structure or relationship of higherorder

class to members. Therefore, the children do not

have to learn as much to master later examples.

Consequently, children are able to master these classes

faster, in fewer trials and with less learning. Note,

however, that these children could not benefit from the

savings in how much learning is required unless the

children thoroughly learned the structure of at least one

class. If the children “sort of” learned the earlier

classes, there wold not be a dramatic change in the

number of trials or amount of practice the children

needed to “sort of” learn later classes. These children

could not “transfer” the structure from one class to

another because the children did not thoroughly

understand the structure.

 

Because they had more experience learning to mastery,

they developed more effective strategies for

categorizing new information or operations in a way that

permits them to recall land use this information. In other

words, they are better at learning how to learn,

simply because they have had more successful

practice in thoroughly learning new information and

skills. This practice permits them to learn new material

faster than students who don’t experience mastery.

The same benefits that occur in this example apply to all

bodies of related knowledge. If students learn one

particular subject, such as match, to mastery, but don’t

learn spelling, reading, handwriting, language, and other

skills to mastery, the students gain an advantage in math.

Students develop the facility needed to learn new math

concepts and applications faster. However, the benefits

of the mastery instruction would not be greatly evident

in other content areas. Not a great deal of “transfer”

would be expected to affect the students’ reading

performance or writing performance.

 

Students who are immersed in mastery, in all subjects

for at least three years, will become much smarter than

comparable students taught in a traditional manner.

Mastery-taught students will not only know more - these

students will be far more proficient and faster at learning

new academic material of any kind. Because these

students have been immersed in mastery, the students

have thoroughly learned everything taught and have

developed generalised mastery-learning skills that permit

them to achieve mas tery quickly with any academic

content. In other words, if students experience mastery

instruction in all subjects for a substantial period of time,

they are changed. They become smarter. They learn

faster. They retain new information better.

 

Students who are taught mastery in all subjects for only

a short period of time (a school year or less) will benefit,

but not as much as those who receive mastery

instruction for a much longer period. They tend to learn

more skills during a given time period than students of

the same initial performance level who are not taught to

mastery. But these mastery-taught students will not

receive the extent of learning to mastery needed to

greatly change their rate of learning new material. If a

student who starts at 7 years old has had no previous

experience in being taught to mas tery, the student’s

new-learning performance will probably not be greatly

different than it was before this instruction.

 

What this means is that mastery teaching provided for

several years has the power to take students who enter

school performing at a relatively low level and transform

them into students who are much smarter, as measured

by any method we might choose to assess intelligence

and skill. Through mastery teaching for several years,

the school has the power to change lower-performing

students into higher-performing students. In many Title

I, full-school DI implementations, the lowest performing

fourth graders complete Level 4 in reading, math, and

language programs. Furthermore, the higher performers

in fourth grade frequently complete Level 6 of these

programs. Mastery learning is the only vehicle that is

capable of achieving this transformation.

 

Results of Not Teaching to Mastery

Just as reading to mastery has a positive effect on

students’ self-image because it provides students with

evidence that they are learning, failing to teach to

mastery promotes a negative self-image. The student

who is consistently incapable of performing correctly on

the material presented is quite aware of this failure rate.

In time, the student comes to the unfortunate conclusion,

“I am a failure”.

 

This attitude is dangerous because students who know

they fail are quick to give up after experiencing

evidence of failure. Failure is punishing; they

understandably do not want to engage in punishing

activities. Therefore, they often avoid the kind of

practice that would actually help them become

successful.

 

Reteaching students who have learned inappropriate

strategies and negative attitudes requires great amounts

of time. When students are not taught to mastery, they

often mislearn the skills and concepts the teacher

attempts to teach. For instance, they may learn to guess

at words in sentences. Reteaching them requires many

more trials and much more work than that required to

teach them to mastery initially. Initial teaching may

require only 10 or fewer trials on some skills.

Reteaching the same skill after students have mislearned

it and have practised inappropriate strategies for years

may require several hundred trials. Even with careful

remedial instruction, however, the student leaves the

school with unnecessary scars of failure. The student

has experienced unnecessary pain and has drawn

unfortunate negative conclusions about self and school.

These conclusions could have been avoided by teaching

to mastery.

 

Summary

Teaching to mastery represents the most effective use

of available instructional time. It accelerates students’

performance, provides students with demonstrations of

success rather than failure, and reduces the total amount

of work that must be done to transmit a given body of

skill and knowledge to students. If students are

immersed in mastery, they become smarter because

they acquire information faster, and they develop

efficient strategies for learning and retaining new

material of any type.

 

For mastery to occur, the program design must be like

a stairway, distributing new learning in small amounts

and providing for mastery of each step before moving on

to a new step. After being introduced, new learning is

firmed for several days, then systematically reviewed

across time. Students learn that once something is

learned, it must be remembered and used again and

again.

 

In addition, the teacher and the system must have

provisions that permit continuity, appropriate placement

of students according to their performance, close

coordination of schedules within the school, ample

models of what students are to do, and provisions for

celebrating academic achievements of students.

Teachers must be able to make predictions about

student performance.

 

Teaching to mastery is difficult for schools to

orchestrate because of the various details that must be

coordinated and difficult for teachers to learn because

the implications of teaching to mastery often contradict

conventional wisdom about hot to teach, place, and

challenge students.

 

Mastery is difficult for teachers for three reasons:

1. It is contrary to their practices and expectations about

how students will perform.

2. It therefore forces the teacher to view students and

instruction in a way that hinders success.

3. Schools do not have good models of doing it the right

way.

 

At the core of teaching to mastery is information about

student performance, which is expressed as the

percentage of first-time-correct responses for material

that is introduced the first time and for material that is

assumed to be at mastery.

 

Students taught with a mastery approach will change in

three ways:

1. They will be able to learn new material that has the

same structure in fewer trials.

2. They will know more information and more

operations.

3. They will have more skill in applying what they have

learned.

 

Students taught to mastery have learned how to learn.

They have developed generalised mastery-learning skills

they can apply to all subjects. When done properly,

mastery is able to change the lives of children and

provide them with a far brighter future than they would

have in the absence of mastery.

 



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