SEC 520: Instructional Design, Technology, and Leadership • Watson College of Education, UNCW

Module THREE: 

Planning & Sequencing

Reading: Chapters 5 & 6
Videos: 4 Required
Assignments: Lesson Plan (100 pts) + Model Match (75 pts)
Discussion: VoiceThread (50 pts)
Module THREE Progress
0%

Module THREE: At a Glance

This checklist covers everything in the module. Complete everything on this list before moving to Module FOUR.

📹

Chapter Walkthroughs Available

The Videos tab has instructor walkthroughs for Chapters 5 and 6.

Part 1

Module Overview

"Planning is not just sitting at the desk and writing. Planning includes plenty of think time." Orlich et al., Chapter 5

Module 1 asked who you are as a teacher and how you build a classroom where learning can happen. Module 2 asked what you want students to learn and how to write objectives that say so. This module asks the next question: how do you turn those objectives into a plan, and how do you sequence the content so students can follow it?

Chapter 5 covers the full planning process. You start with factors that shape every decision: what your students already know, what content you need to teach, how much time you have, and what resources are available. From there, you build a unit plan (the big picture of a topic across multiple lessons) and a lesson plan (the specific sequence of one class period). The chapter gives you a model lesson plan format with nine elements, from the course title through the assessment. It also covers how expert teachers plan, which looks nothing like the linear process the textbook describes. Experts plan in their heads, sketch notes on sticky pads, and revise on the fly. You will get there. For now, the structured format teaches you to make your thinking visible.

Chapter 6 picks up where Chapter 5 leaves off. You have a plan. Now: in what order do you teach it? Sequencing is the art of arranging content so each piece builds on the last. The chapter gives you four principles (start simple, use concrete examples, add complexity, introduce abstractions) and three organizational models for structuring a lesson: Task Analysis (break a skill into substeps), Concept Analysis (teach a concept through its characteristics, examples, and non-examples), and Advance Organizer (give students the big picture first, then fill in the details). The chapter also covers learning styles, Gardner's multiple intelligences, and hemispheric brain function, all of which affect how you vary your teaching methods within a single lesson.

These two chapters work together. Chapter 5 decides what goes in the plan. Chapter 6 decides what order it goes in and which organizational model fits the content. Your Lesson Plan assignment asks you to do both: document the planning decisions, then write the plan with a sequencing justification. Your Model Match Analysis asks you to recognize these models in other teachers' work and argue about which one fits best.

Chapter 5 Instructional Planning

The decisions you make before you teach: content, time, resources, student readiness, objectives, and the unit and lesson plan formats that hold it all together.

Chapter 6, Section 1 Sequencing Principles

Four rules: begin with a simple step, use concrete examples, add complexity as you progress, introduce abstractions last. Content moves from facts to concepts to generalizations.

Chapter 6, Section 2 Organizational Models

Three ways to structure a lesson: Task Analysis (skill into substeps), Concept Analysis (concept through characteristics), Advance Organizer (big picture first, details second).

Chapter 6, Section 3 Multi-Methodology

Learning styles, Gardner's eight intelligences, hemispheric brain function. One method does not reach every student. The question is which methods to combine and when.

How This Page Works

All the learning materials for this module are on a single page, organized into the tabs at the top. Click any card below to go to a tab.

Overview

On this tab you will find the readings, assignment descriptions with rubrics, VoiceThread prompt, bonus resources, and the exit ticket.

Planning

Chapter 5: planning factors, the Instructional Planning Cycle, unit planning, lesson plan format, the Kaplan Matrix, and how expert teachers plan.

Sequencing

Chapter 6, Section 1: four sequencing principles, content forms hierarchy (facts, concepts, generalizations), deductive vs. inductive reasoning.

Models

Chapter 6, Section 2: Task Analysis, Concept Analysis, and Advance Organizer. Three models for organizing a lesson, with interactive activities for each.

Multi-Method

Chapter 6, Section 3: hemispheric brain function, learning styles, Gardner's multiple intelligences, and varying your teaching techniques.

Apply It: Scenarios

Branching scenarios from both chapters. Planning decisions go wrong. Sequencing breaks down. You fix it or live with the consequences.

Video Library

Required videos: instructor walkthroughs for Chapters 5 and 6, plus supplementary content on planning and sequencing.

Part 2

Guiding Questions

Keep these in mind as you work through the chapters and activities.

1 What factors do you need to consider before you write a lesson plan? How do those factors change the plan?
2 How do you decide the order in which to teach content? What happens when the sequence is wrong?
3 When would you use a Task Analysis model instead of a Concept Analysis or Advance Organizer? What about the content determines the model?
4 How do learning styles and multiple intelligences affect the way you plan a single lesson? What does it mean to vary your methods without losing focus on the objective?
Part 3

Learning Objectives

In this module, you will be able to:

🎯
Identify the factors that affect instructional planning and explain how each one shapes the decisions in a unit or lesson plan. InTASC #7
📝
Design a lesson plan using the model format from Chapter 5, including objectives, content, instructional procedures, and assessment. InTASC #7
📊
Distinguish among facts, concepts, and generalizations as content forms and sequence them from simple to complex. InTASC #4
🔗
Apply the four principles of sequencing to arrange instructional content in a logical order. InTASC #4
🔬
Compare and contrast the Task Analysis, Concept Analysis, and Advance Organizer models and select the appropriate model for a given content type. InTASC #4 InTASC #8
🎨
Plan instruction that incorporates multiple teaching methods to address diverse learning styles and intelligences. InTASC #1 InTASC #8
Part 4

Required Readings

📖
Chapter 5: Mastering Instructional Planning Orlich et al., pp. 113-136
Read for: Section 5-1 (factors affecting planning), Figure 5.2 (the Instructional Planning Cycle), Section 5-4 (unit planning, content forms, the Kaplan Matrix), Section 5-5 (the model lesson plan format with nine elements), and Section 5-8 (reflective practice).
📖
Chapter 6: Sequencing and Organizing Instruction Orlich et al., pp. 141-169
Read for: The four principles of sequencing (Key Ideas box), content forms hierarchy (Figure 6.2), deductive vs. inductive reasoning (Section 6-3), Task Analysis (6-4), Concept Analysis (6-5), Advance Organizer (6-6), graphic organizers, and Gardner's eight intelligences (6-10).

Key Theorists


A quick reference. These are the figures behind the ideas in Chapters 5 and 6.

RT
Ralph Tyler
1902–1994
The Tyler Rationale. Four questions that frame all curriculum planning: purposes, experiences, organization, evaluation.
click
RT
Ralph Tyler
Photo coming
flip back
RG
Robert Gagné
1916–2002
Nine Events of Instruction. A sequence for designing any lesson, from gaining attention through transfer.
click
RG
Robert Gagné
Photo coming
flip back
DA
David Ausubel
1918–2008
Advance Organizers. Give students a framework before details so new information has somewhere to land.
click
DA
David Ausubel
Photo coming
flip back
JB
Jerome Bruner
1915–2016
Spiral Curriculum. Revisit core concepts at increasing depth across grade levels.
click
JB
Jerome Bruner
Photo coming
flip back
WM
Wiggins & McTighe
None
Backward Design (Understanding by Design). Identify desired results, then evidence, then learning experiences.
click
WM
Wiggins & McTighe
Photo coming
flip back
CT
Carol Ann Tomlinson
1951–
Differentiated Instruction. Plan with student variance in mind, not as an afterthought.
click
CT
Carol Ann Tomlinson
Photo coming
flip back
HG
Howard Gardner
1943–
Multiple Intelligences. At least eight distinct ways of being smart, not one general intelligence.
click
HG
Howard Gardner
Photo coming
flip back
RM
Robert Marzano
1946–
High-yield instructional strategies that hold up across grade levels and subjects.
click
RM
Robert Marzano
Photo coming
flip back
Part 5

Assignments

📝

Assignment: Lesson Plan with Planning Decisions

This assignment has two parts. In Part 1, you document the planning decisions that led to your lesson. In Part 2, you write the lesson itself. Every decision in Part 1 should be visible in the lesson you build in Part 2.

Part 1: Planning Decisions (40 pts)

Before writing your lesson plan, document the decisions that shaped it. Each section must cite the relevant section of Chapter 5.

A. Planning Factors (Section 5-1): What do your students already know about this topic? What content will you teach? How much time do you have? What resources are available? Name specific factors, not general categories.

B. Content Decisions (Section 5-4, connecting to Chapter 6): Identify the facts, concepts, and generalizations for your topic. Use the content forms hierarchy from Chapter 6 (Figure 6.2) to show how the pieces relate.

C. Rationale and Objectives (Section 5-3): Why does this lesson matter for these students at this grade level? Write 2-3 learning objectives at different Bloom's levels. Explain why you chose those levels for this content.

D. Sequencing Justification (Chapter 6): Explain the order of your lesson using at least one of Chapter 6's sequencing principles or organizational models (Task Analysis, Concept Analysis, or Advance Organizer). Name the model or principle and show how your lesson follows it.

Part 2: Lesson Plan (60 pts)

Use your program's lesson plan template. Your plan must include:

Demographics and standards. Student learning objective. Materials list. Introduction/engagement (students do something in the first five minutes). Direct instruction (step-by-step, aligned with standard, includes modeling, detailed enough for a substitute to teach). Student-centered guided practice (hands-on, aligned with standard). Independent learning with a formal assessment (include an answer key or grading rubric). Closure/evaluation (captures main points, checks for understanding).

Attach all supporting materials: graphic organizers, worksheets, slides, assessment tools. A substitute can open your submission and teach the lesson without asking you a question.

You may complete this assignment individually or in pairs. If working in pairs, both partners submit the final product.

Assignment: Model Match Analysis

Submit in Canvas →
CriterionPtsTopMidLow
Planning Factors 10 Names specific student knowledge, content scope, time constraints, and resources. Each factor connects to a lesson decision. Cites Section 5-1. Names factors but connections to lesson decisions are vague. Citation present but generic. 7 Lists factors without connecting them to the lesson. No citation. 4
Content Decisions 10 Identifies facts, concepts, and generalizations for the topic. Content hierarchy is clear and matches Chapter 6's framework. Identifies some content forms but hierarchy is incomplete or mislabeled (e.g., a concept labeled as a fact). 7 Content forms missing or not distinguished from each other. 4
Rationale & Objectives 10 Rationale explains why this content matters for these students at this level. Objectives target 2-3 Bloom's levels with justification for each. Cites Section 5-3. Rationale present but generic. Objectives present but Bloom's levels not justified. 7 Rationale missing or restates the standard. Objectives vague or all at the same cognitive level. 4
Sequencing Justification 10 Explains lesson order using a named sequencing principle or organizational model from Chapter 6. Justification matches the actual lesson structure. Names a principle or model but connection to lesson structure is unclear. 7 No sequencing justification, or the justification contradicts the lesson's order. 4
Introduction / Engagement 10 Opening connects to students' prior knowledge and creates a reason to care about the content. Students do something in the first five minutes. Opening present but passive (teacher talks, students listen). Connection to prior knowledge stated but not activated. 7 No introduction, or the opening is unrelated to the lesson content. 4
Direct Instruction 15 Aligned with standard. Step-by-step, a substitute could teach it. Includes modeling. Content sequencing matches the justification from Part 1. Aligned with standard but steps vague in places. Modeling mentioned but not described. 10 Not aligned with standard, or steps too vague to follow. No modeling. 5
Guided Practice 15 Student-centered, hands-on. Aligned with standard. Students apply content with teacher support. Activity described in enough detail to replicate. Activity present but teacher-directed, or description lacks replicable detail. 10 No guided practice, or activity disconnected from the learning objective. 5
Independent Learning & Closure 10 Independent practice measures student mastery with quantitative data. Answer key or rubric included. Closure captures main points and checks understanding. Assessment present but does not clearly measure the objective, or closure summarizes without checking understanding. 7 No assessment, no answer key, or closure missing. 4
Supporting Materials 10 All referenced materials (graphic organizers, worksheets, slides, assessment tools) attached and complete. A substitute could use them without explanation. Some materials attached but incomplete or missing pieces referenced in the plan. 7 No supporting materials attached, or materials do not match the lesson. 4
100
Total Points
Lesson Plan with Planning Decisions
🔎

You will receive three lesson descriptions written by different teachers at different grade levels. Each lesson uses one of Chapter 6's three organizational models: Task Analysis, Concept Analysis, or Advance Organizer. Your job is to figure out which model each teacher used, replan one lesson using a different model, and argue which model fits the content better.

Part 1: Identify the Model (30 pts)

For each of the three lessons, identify which organizational model the teacher used and explain how you know. Cite specific features from Chapter 6's description of each model. "This looks like Task Analysis" is not enough. Name the structural elements you see (e.g., terminal objective, enabling skills, dependent sequence) and connect them to the chapter.

Part 2: Replan One Lesson (30 pts)

Pick one of the three lessons. Replan it using a different organizational model. Submit the replanned lesson sequence (step-by-step, detailed enough to teach from) and explain what changed and why. Your explanation must address: what the new model emphasizes that the original did not, what the new approach gains, and what it loses.

Part 3: Best Fit Argument (15 pts)

For the lesson you replanned, write a short argument (200-400 words) for which model is the better fit for that content and those students. Reference Chapter 6's discussion of when each model works best. Take a clear position and support it with the specifics of the lesson, not generalities about the models.

The Three Lessons

Lesson A: Kindergarten, Science Ms. Ramirez teaches a kindergarten class about living and nonliving things. She begins by holding up a goldfish in a bowl and a plastic toy fish. She asks: "What is different about these two fish?" Students share observations. She writes two lists on chart paper: "Things the real fish does" and "Things the toy fish does." The class adds items (swims, eats, grows vs. stays the same, does not eat). Ms. Ramirez introduces the terms "living" and "nonliving" and asks students to name the characteristics that make something living: it grows, it needs food and water, it can move on its own, it reproduces. She then gives each table a bag of ten objects (a rock, a leaf, a battery-powered car, a caterpillar, a shell, a pencil, a seed, a stuffed animal, a flower, a marble). Students sort them into two groups. When they finish, she asks students to hold up any object they were unsure about. The seed and the shell cause disagreement. She asks: "Does a seed grow? Does it need water? Is it living?" Students revise their sorts. She closes by asking: "Is a wooden table living or nonliving? It came from a tree, which was living."

Lesson B: 4th Grade, Mathematics Mr. Okafor is teaching fourth graders to measure angles using a protractor. He starts with a review: "Last week we learned that angles are formed when two rays share the same endpoint. Who can show me an angle with their arms?" Students make angles. He asks: "Which angle is bigger?" and has two students stand next to each other with different arm positions. He then introduces the protractor by projecting it on the screen and labeling its parts: the baseline, the center point, and the degree markings. He models how to measure an angle: (1) place the center point on the vertex, (2) align the baseline with one ray, (3) read the degree where the second ray crosses the scale. He models this with three angles, thinking aloud through each step. Students practice measuring a pre-drawn 90-degree angle together, checking with partners. Then he gives each student a worksheet with six angles in increasing difficulty: a 90-degree, a 45-degree, a 120-degree, a 30-degree, a 160-degree, and a 75-degree angle. Students measure each one and record the result. He circulates and checks each student's protractor placement. The lesson closes with an exit ticket: measure one angle, write the degree, and explain in one sentence how you know your measurement is correct.

Lesson C: 5th Grade, Social Studies Mrs. Tanaka begins her fifth-grade social studies lesson on the three branches of government by showing a short animated video about why governments have rules. She pauses the video and says: "The U.S. government is set up so that no single person or group has all the power. The system is divided into three branches, and each one has a specific job. In today, you will understand what each branch does and how they check each other." She displays a simple chart with three columns: Legislative, Executive, Judicial. Under each, she writes the branch's main job (makes laws, enforces laws, interprets laws). She asks: "Why would you want three separate groups instead of one group that does everything?" After discussion, she subdivides: the Legislative branch has two parts (Senate and House). She asks students to compare these to something they know: "Think of a school. The student council proposes ideas. The principal approves or rejects them. The school board decides if the rules are fair. Which branch does each one match?" Students discuss in pairs and share. She then gives each pair a set of twelve scenario cards (e.g., "The President signs a bill into law," "The Supreme Court rules that a law is unconstitutional," "Congress votes on a new tax"). Pairs sort the cards into the three columns. She reviews sorting as a class, addressing common errors (students often put "the President proposes a law" under Executive, when proposing legislation is a Legislative function). She closes by returning to the chart: "Which branch can stop another branch from going too far? Give me one example." Students write their answers on sticky notes and place them on the board.
VoiceThread Discussion #3
Record a video or audio response to the prompt below, then reply to at least two peers.
Submit in Canvas →
CriterionPtsTopMidLow
Model ID: Lesson A 10 Correctly identifies the model. Cites specific structural features from Chapter 6 and connects them to the lesson. Correct identification, but explanation is generic or does not cite Chapter 6. 7 Incorrect identification, or identification with no explanation. 4
Model ID: Lesson B 10 Same criteria as Lesson A. Same as above. 7 Same as above. 4
Model ID: Lesson C 10 Same criteria as Lesson A. Same as above. 7 Same as above. 4
Replanned Lesson Sequence 15 Replanned sequence follows the structure of the chosen model. Each step is described clearly enough to teach from. Differences from the original are visible and intentional. Follows the general idea of the model but misses key structural elements (e.g., an advance organizer plan without the integration phase). 10 Sequence does not follow the model's structure, or changes from the original are cosmetic. 5
What Changed & Why 15 Explains what the new model emphasizes, what is gained, and what is lost. Shows understanding of the tradeoffs between models with specifics from the lesson. Explains changes but analysis is surface-level. Gains and losses not addressed or vague. 10 No explanation of changes, or explanation contradicts the models as described in Chapter 6. 5
Best Fit Argument 15 Takes a clear position. Argument references content type, students, and Chapter 6's guidance on when each model works best. Reasoning is specific to this lesson. Takes a position but argument is generic or does not connect to specific content and students. 10 No clear position, or argument contradicts the chapter's discussion of the models. 5
75
Total Points
Model Match Analysis
💬

Prompt: Chapter 5 describes how expert teachers plan differently from beginning teachers. Experts plan in their heads, revise on the fly, and rely on routines built over years of experience. Beginning teachers need the structured format. Think about a time you learned a complex skill (driving, cooking, playing an instrument, a sport). How did your planning for that skill change as you got better at it? What did you stop thinking about? What did you start noticing? Connect your experience to Chapter 5's discussion of novice vs. expert planning and Chapter 6's sequencing principles. How does understanding the stages of planning expertise change how you think about the lesson plan format you are learning right now?

Self-Check

✍ Check Your Understanding A teacher wants to teach the concept of "democracy" to a fourth-grade class. Should the teacher use deductive reasoning (start with a definition, then give examples) or inductive reasoning (start with examples, then build toward the definition)? Why? Either approach can work, but the choice depends on the students. Inductive reasoning (start with examples) works well for fourth graders because they can examine concrete cases first: "In our classroom, we vote on which book to read. The majority wins. What if one person decided for everyone?" Students build toward the abstraction from familiar ground. Deductive reasoning (start with the definition) works if students have enough background to make sense of the definition immediately. For most fourth graders, starting concrete and moving to abstract follows Chapter 6's sequencing principles: begin with a simple step, use concrete examples, and introduce abstractions last.

✍ Check Your Understanding What is the difference between a fact, a concept, and a generalization? Give an example of each using the topic "weather." Fact: "The boiling point of water is 100°C at sea level." Observable, specific, has predictive value only for this one case. Concept: "Evaporation." A category with characteristics (liquid turning to gas, requires heat, occurs at any temperature). You learn it through examples and non-examples. Generalization: "Warm air holds more moisture than cold air." An inferential statement that expresses a relationship between concepts and can be used to make predictions (e.g., why humid days feel hotter, why dew forms in the morning). Facts are the building blocks. Concepts group facts into categories. Generalizations connect concepts into relationships (Chapter 6, Figure 6.2).

Part 6

Exit Ticket

💡 Module THREE Reflection Before you leave this module, take a few minutes with the prompt below. Submit your response in the Exit Ticket: Module 3 assignment in Canvas (25 points). Think about a lesson you have observed, experienced as a student, or taught yourself. Could you identify which organizational model the teacher used? If the lesson struggled, was it a planning problem (Chapter 5: wrong content decisions, unclear objectives, missing resources) or a sequencing problem (Chapter 6: content in the wrong order, abstractions before concrete examples, skipped enabling skills)? What would you change?
✍ Check Your Understanding

What is the difference between a fact, a concept, and a generalization? Give an example of each using the topic "weather."

Fact: "The boiling point of water is 100°C at sea level." Observable, specific, has predictive value only for this one case. Concept: "Evaporation." A category with characteristics (liquid turning to gas, requires heat, occurs at any temperature). You learn it through examples and non-examples. Generalization: "Warm air holds more moisture than cold air." An inferential statement that expresses a relationship between concepts and can be used to make predictions (e.g., why humid days feel hotter, why dew forms in the morning). Facts are the building blocks. Concepts group facts into categories. Generalizations connect concepts into relationships (Chapter 6, Figure 6.2).

Part 7

Exit Ticket

💡 Module THREE Reflection

Before you leave this module, take a few minutes with the prompt below. Submit your response in the Exit Ticket: Module 3 assignment in Canvas (25 points).

Think about a lesson you have observed, experienced as a student, or taught yourself. Could you identify which organizational model the teacher used? If the lesson struggled, was it a planning problem (Chapter 5: wrong content decisions, unclear objectives, missing resources) or a sequencing problem (Chapter 6: content in the wrong order, abstractions before concrete examples, skipped enabling skills)? What would you change?
Submit in Canvas →
Chapter 5

Mastering Instructional Planning

Every lesson you teach starts with a set of decisions you make before you walk into the room. What do your students already know? What content are you teaching? How much time do you have? What resources can you use? Chapter 5 calls these planning factors, and they shape every choice that follows.

Planning is not filling out a template. The template is the output. Planning is the thinking that produces it: identifying what matters, deciding what to cut, sequencing the pieces, and building an assessment that tells you whether students learned what you intended. This tab walks through that process.

1 Planning Factors (Section 5-1)
The considerations that shape every lesson before you write a word.

Before you choose a teaching strategy or write an objective, you need to answer several questions about the context. The textbook identifies six categories of factors. Each one constrains or expands what you can do in a lesson.

Students are the reason for your instruction. What do you know about them individually and as a group? Are they easy or difficult to motivate? What do they already know about the subject you plan to teach? How might they have learned it? What accommodations will be needed for specific students? These questions shape your content decisions, your pacing, and your choice of activities.

What main ideas are involved? Will you need to teach prerequisite skills? In what order should the instruction be structured? Can you devise a variety of learning activities and instructional methods to teach the material? Thinking processes (imagining, problem solving, comparing, classifying, and others from Chapter 4) are as important as content. Identify which thinking processes your students will need to understand the material.

How much time is available for this part of the instruction? Are other school functions (assemblies, plays, extracurricular activities, holidays, vacations) likely to interfere? Do you need more than one day or one period? These constraints are real. You will never have enough time to teach everything you want. The question becomes: what must be included and what can wait?

Does your school have computer-assisted instructional resources? Are there community resources (historical sites, museums, art galleries, guest speakers) you can use? School librarians can help you find resources and suggest ways to include them in your instruction. The internet offers a tremendous amount of educational material. If you are selective and can adapt the materials you find to fit your students and objectives, cyberspace can be a positive force in your planning.

Are there district or state learning outcomes or standards to be considered? Graduation requirements? Legal requirements for special students? Curriculum guides, standards documents, and textbook adoptions all constrain and direct your planning. You should also know what other teachers in your building are teaching so you can coordinate and avoid unnecessary repetition.

How knowledgeable are you about the material you plan to teach? Can you present what you know in terms that students will understand? Your own comfort level, content expertise, and willingness to experiment with new methods all affect the lesson. Teachers who are honest about their own gaps plan better than teachers who pretend to know everything.

Activity: Sort the Planning Factors

Drag each consideration into the correct planning factor category.

Considerations
"My third graders struggled with fractions last year"
"We lose Thursday to a school assembly"
"The computer lab is booked all week"
"The state test covers this standard in March"
"Students need to understand addition before multiplication"
"I have never taught this unit before"
Categories
Student
Content/Process
Time
Resource
School
Teacher
2 The Instructional Planning Cycle (Figure 5.2)
Three stages that cycle through every unit you teach.

Planning is not a straight line. It is a cycle with three stages, and you move back and forth between them as you teach. The cycle connects planning to teaching to reflection, and the reflection feeds back into the next round of planning.

Stage 1 Planning

Long-range plans, content decisions, processes to emphasize, student entry skills and readiness level, learning activities, reflections and notes from previous teaching.

Stage 2 Unit and Lesson Planning

Unit subject, questions and concepts, goals and objectives, learning activities and resources, teaching strategies, assessment tools.

Stage 3 Postlesson Activities

Evaluate the lesson: did students meet the objectives? What worked? What would you change? Keep planning notes. Revise for next time.

✍ Check Your Understanding A teacher finishes a lesson and notices that half the class could not complete the independent practice. She checks her lesson plan and realizes she skipped the modeling step during direct instruction. Which stage of the Planning Cycle is she in, and what should she do next? She is in Stage 3: Postlesson Activities. She has evaluated the lesson and identified a gap (no modeling). Her next step is to note this in her planning records and revise the lesson for next time: add explicit modeling before guided practice. The cycle feeds her reflection back into Stage 1 for the next iteration. This is what the textbook means when it says planning is a recursive process.
3 Unit Planning (Section 5-4)
The big picture of a topic across multiple lessons.

A unit is a chunk of instruction organized around a single topic, taught over several days or weeks. You cannot teach everything about a subject at once, so you break it into units and sequence them across a semester. Each unit contains facts, concepts, and generalizations. You choose which ones matter most for your students and your time constraints.

The Kaplan Matrix (Table 5.1) is a planning tool that maps content against Bloom's levels. For each topic, you plan activities at the knowledge, comprehension, application, analysis, synthesis, and evaluation levels. The matrix forces you to think beyond recall: what will students do with this content at each cognitive level?

Activity: Build a Kaplan Matrix Row

Drag each activity to the Bloom's level it targets. The topic is "Volcanoes" for a 4th-grade science unit.

Activities
Name the three types of volcanoes
Explain why some volcanoes erupt violently and others do not
Build a model volcano and test an eruption
Compare two volcanic eruptions and identify what made them different
Decide where a new town should be built relative to a volcanic zone
Design an evacuation plan for a community near an active volcano
Bloom's Levels
Remember
Understand
Apply
Analyze
Evaluate
Create
4 The Model Lesson Plan Format (Section 5-5)
Nine elements, in order, that form a complete lesson plan.

The textbook presents a model lesson plan with nine elements. The intent of each part should be clear, but here is a brief expansion of each one. These are the same elements you will use in your Lesson Plan assignment.

The unit title identifies where this lesson fits in the larger sequence. A lesson on measuring angles belongs in a unit on geometry, which belongs in a semester of fourth-grade math.

A general instructional objective might be: "Each student will understand the relationship among voltage, resistance, and current in an electrical circuit." A lesson typically reinforces several objectives. This lesson might focus on content but could also reinforce skills and attitudes.

These are the specific objectives of this lesson. You might have several. An example: "Using Ohm's Law for calculations, the student will correctly determine the needed values in each of the following circuits..." These are measurable and tied to the assessment.

The rationale is the same as for the unit plan but stated in a way that relates this lesson to the unit. Why this particular lesson is important in achieving the unit goals. "To use electricity safely in the home, shop, and business, it is necessary to understand how current, voltage, and resistance are related."

Separate in your mind (and on paper) the content and skills you want students to learn and the procedures or techniques you will use to teach them. Under "Content," list the specific concepts or ideas. Under "Skills/Processes," list the thinking operations students will use.

List the specific methods you will use to teach each part of the lesson. For a lesson on electrical circuits, some parts might be done by questioning to review an earlier lesson and establish focus on this one. Other parts might have students experiment with a circuit in small groups or view a video and take notes.

Include a brief explanation of what you will do to determine whether students have reached the objectives. For a lesson on electrical circuits, students' answers to the computations and explanations of how the problems were solved would be sufficient for assessment.

Closure is how you end the lesson. It should capture the main points and give you (and the students) a sense of whether the objectives were met. An exit ticket, a quick-write, or a partner share all work. The goal is to end with intention, not with the bell.

List every material, technology tool, handout, and piece of equipment the lesson requires. If it is not on this list, it will not be in the room when you need it. This is the section a substitute reads first.

✍ Check Your Understanding What is the difference between "General Instructional Objectives" (element 2) and "Specific Learning Outcomes" (element 3)? General Instructional Objectives are the unit-level goals: broad statements about what students will understand or be able to do across the whole unit. Specific Learning Outcomes are the lesson-level objectives: measurable statements about what students will demonstrate In this particular lesson. The general objective "understand electrical circuits" produces specific outcomes like "calculate resistance using Ohm's Law" and "diagram a series circuit." The specific outcomes are how you know the general objective was met.
5 How Expert Teachers Plan (Section 5-7)
The difference between how beginners plan and how veterans plan.

Expert teachers plan differently from beginners. Most routine tasks (roll call, distributing papers, collecting homework, giving assignments, recording grades) are on autopilot. Expert teachers revise and refine plans built from years of teaching the same material. They keep notes, build resource folders, and adjust on the fly.

The structured lesson plan format you are learning is a training tool. It makes your decisions visible so you (and your instructor) can examine them. Over time, you will internalize the process and plan with less paper and more instinct. The format does not go away. It becomes the scaffolding inside your head instead of the document on your desk.

Key Insight

Planning must be flexible. Every model the teacher uses, a teacher must first plan. The plan must be flexible so it can be adapted to fit the actual teaching moment. Exercise flexibility in your delivery of instruction.

✍ Check Your Understanding The textbook says expert teachers "carry much of their planning in their minds rather than on paper." Does this mean experienced teachers do not need lesson plans? Why or why not? No. Expert teachers still plan. The difference is in the format, not the process. Beginners write detailed plans because they need to make every decision explicit. Experts have internalized the structure and can hold more of it in working memory. But when experts teach a new unit, try a new strategy, or work with a new population, they return to detailed planning. The lesson plan format is not training wheels you throw away. It is a tool you use differently at different stages of your career.
Chapter 6 • Section 1

Sequencing & Organizing Instruction

Planning tells you what to teach. Sequencing tells you in what order. The sequence you choose determines whether students build understanding layer by layer or hit a wall because you skipped a foundation. Chapter 6 opens with four principles that apply to all sequencing decisions, then breaks content into three forms: facts, concepts, and generalizations. Each form has its own logic for how students learn it.

This tab covers the first section of Chapter 6. The Models and Multi-Method tabs cover Sections 2 and 3.

1 What Is Sequencing? (Section 6-1)
Putting content in an order that helps students learn it.

Sequencing is the art of developing a logical plan for instructional activities that helps students master a body of knowledge in an organized way. It serves two purposes. The first is to relate the knowledge or process being taught to a larger organized body of knowledge: what the student is learning fits inside something bigger. The second is to help students master content under varying conditions.

A sequence is an instructional process. It establishes a schedule for learning the various parts of related content. In math, there is a widely accepted hierarchy of knowledge: you learn addition before multiplication, fractions before algebra. In social studies, the hierarchy is less obvious, and the teacher or curriculum committee makes more of the sequencing decisions.

Why It Matters

If a content hierarchy exists, the sequence of instruction establishes a hierarchy for the student. If no hierarchy exists, the teacher builds one. Either way, sequencing decisions are yours to make and defend.

2 Four Principles of Sequencing
General rules that apply to all kinds of sequencing decisions.

The textbook identifies four principles that guide sequencing across subjects and grade levels. They are interactive: you may need to go back to a previous step to help explain the ideas currently under discussion.

Principle 1 Begin with a Simple Step

Always begin with a simple step. This does not mean you "talk down" to your students. It means you structure your lessons so learners can understand identified characteristics of the content easily. Use analogies, provide numerous examples, and start with something familiar.

Principle 2 Use Concrete Examples

Use materials, simulations, models, or artifacts that illustrate the fact, concept, or generalization being taught. A biology class example is better than a biology class definition. Students need to see and touch the idea before they can abstract from it.

Principle 3 Add Complexity

Sequence the learning experience so it becomes more complex as you progress. Introduce additional variables, generate new sets of criteria, or establish relationships between the content of the lesson and other content. Each step builds on the one before it.

Principle 4 Introduce Abstractions

The final principle is to introduce abstractions. "When you are sick, why does the doctor start an examination by checking your blood pressure and listening to your heartbeat?" You move from the concrete and observable to the abstract and inferential.

Activity: Match the Sequencing Principle

Each teaching move below follows one of the four principles. Drag each move to the correct principle.

Teaching Moves
Review what students already know about plants before introducing photosynthesis
Give each student a magnet and a bag of objects to test
After learning single-digit addition, introduce carrying
Ask students to predict what would happen to an ecosystem if a predator were removed
Principles
Begin Simple
Use Concrete Examples
Add Complexity
Introduce Abstractions
3 Content Forms (Section 6-2)
Facts, concepts, and generalizations: the three building blocks of content.

Content exists in three primary forms, and they stack in a hierarchy. Facts sit at the base. Concepts are built from facts. Generalizations are built from concepts. Understanding this hierarchy helps you sequence lessons that build upward instead of jumping around.

Worked Example

Three Content Forms in One Sentence

The hierarchy is easier to see in a real example than in the abstract. Hover any colored piece to see which content form it is and how it stacks on the others.

The Lesson Content

On Mars, scientists found basalt deposits. Basalt is an igneous rock formed from cooled lava. The presence of basalt on both Earth and Mars suggests that volcanic processes operate similarly across rocky planets.

1
Fact (the foundation)

A discrete, verifiable observation. Single answer. No interpretation. You can confirm it with a Mars rover image. Facts are the floor of every concept.

2
Concept (the category)

"Igneous rock" names a category with defining characteristics: forms from cooled magma or lava. Membership is determined by origin, not just appearance. Built from facts but more powerful than any one fact.

3
Generalization (the relationship)

A predictive claim spanning multiple concepts (volcanism, rock formation, planetary geology). Holds across many instances. This is what students need in order to transfer knowledge to a new context, like a future Mars sample they have not yet seen.

A fact is a type of content that is singular in occurrence, occurs or exists in the present tense, and has no predictive value. Facts are acquired through observation. Examples: "Olympia is the capital of Washington." "The sun set at 4:15 pm today." "President Obama was a senator from Illinois."

The primary means of learning facts is through memorization and recall. Facts sit at the lowest level of Bloom's taxonomy: knowledge (or remembering). Learning facts is foundational, but learning a list of facts alone does not produce understanding.

Concepts are expressions, usually one or two words, or ideas that have common characteristics. "Nouns" are a concept. "Democracy" is a concept. They are the result of categorizing a number of observations.

All concepts have five components: a name, a definition, characteristics, examples, and a place in a hierarchy (superordinate, coordinate, and subordinate concepts). Concept learning takes place at all grade levels. Young children form concepts of what cats and dogs are based on their observations. The content hierarchy for nouns includes superordinate concepts (parts of speech), coordinate concepts (verb, adjective), and subordinate concepts (common, proper, pronoun).

A generalization is an inferential statement that expresses a relationship between two or more concepts. It applies to more than one event and has predictive and explanatory value. "People who smoke have a higher incidence of lung cancer than those who do not" is a generalization. It states a relationship, is predictive, and applies to anyone who smokes.

Generalizations are often confused with facts, but there are three key differences: (1) generalizations condense a large amount of data, while facts are singular; (2) facts are statements of events in the past or present, while generalizations are statements about general trends or patterns; (3) generalizations can be used to make predictions, while facts cannot.

The hierarchy works like this: facts support concepts, and concepts support generalizations. As students proceed from facts to concepts and then to generalizations, the amount of information increases and becomes more complex. Using Bloom's taxonomy: facts are at the knowledge level, concepts are at the comprehension level, and generalizations are at the application and analysis levels.

Activity: Sort the Content Forms

Drag each statement into the correct content form category.

Statements
The Declaration of Independence was signed in 1776
A peninsula is a body of land surrounded by water on three sides
Countries with higher literacy rates tend to have stronger economies
Water boils at 100 degrees Celsius at sea level
Photosynthesis is the process by which plants convert sunlight into energy
Populations that exceed their food supply experience increased competition and decline
Content Forms
Fact
Fact
Concept
Concept
Generalization
Generalization
✍ Check Your Understanding "Studying enhances learning" is a generalization. "Lara is studying for her calculus exam" is a fact. What makes them different, and why does the distinction matter for sequencing? The generalization condenses data from many observations, applies broadly, and can predict outcomes (if you study, you will likely learn more). The fact is singular, specific to one person and one moment, and has no predictive value. The distinction matters because you sequence facts before generalizations. Students need to observe and categorize specific examples (facts and concepts) before they can form or understand the broader relationship (generalization). If you teach the generalization first without the supporting facts, students memorize it without understanding it.
4 Deductive & Inductive Reasoning (Section 6-3)
Two modes of presentation that determine lesson sequence.

There are two basic modes of thinking: deductive reasoning and inductive reasoning. Deductive reasoning moves from the general to the specific. Inductive reasoning moves from the specific to the general. The type of reasoning you select will determine the sequence of lesson activities.

Mode 1 Deductive Reasoning

Start with the rule, definition, or generalization. Then provide examples. Mr. Fisher began a lesson on magnetism by giving each student a handout. On the handout was the statement: "Magnets are attracted to some objects and not to others, and the things magnets are attracted to are called metals." He then had students test objects with magnets to confirm the statement.

Mode 2 Inductive Reasoning

Start with examples and observations. Guide students toward the rule. Ms. Shannon gave each student a magnet and a bag of objects: paper clips, buttons, an iron nail, a penny, a plastic chip, an aluminum nail, and a pencil. She asked students to observe what happened when the magnet was applied to each object. After exploring, the class sorted their observations into lists and formed the generalization together.

Both teachers were teaching the same content, and both wanted their students to learn the same generalization. The difference is in the sequence. Mr. Fisher initiated the activity with a generalization (deductive). Ms. Shannon started with observations (inductive). Both used magnets, examples, and questioning. The sequence is what changed.

Choosing Your Mode

Your chosen mode of presentation is determined by the lesson objectives. If you want students to understand the process by which a generalization is formed, use the inductive approach. If your primary concern is that students know a particular concept or generalization, you may want to use the deductive approach. The mode of thinking you use is determined by the objective.

✍ Check Your Understanding A music teacher wants students to understand that the length of a string determines the sound it makes. She demonstrates with strings of different lengths and has students observe the pattern. Then she states the principle. Is this deductive or inductive? What if she stated the principle first, then demonstrated? The first version is inductive: students observe specific examples (strings of different lengths making different sounds) and then arrive at the general principle. The second version would be deductive: the teacher states the principle first (general) and then provides demonstrations (specific) to confirm it. In both cases, the content is the same. The sequence is the variable. Inductive lessons take more time but often produce deeper understanding. Deductive lessons are more efficient but depend on students accepting the rule before seeing the evidence.
✍ Check Your Understanding Classify each lesson opening as deductive or inductive: A. "Today we will learn that warm air rises. Let me show you why." The teacher lights a candle under a paper spiral, which begins to spin. B. The teacher places three containers of water at different temperatures on each table and asks students to record what happens when they add food coloring to each. C. "Metaphors compare two unlike things without using 'like' or 'as.' Open your poems and underline every metaphor you find." A is deductive. The teacher states the generalization ("warm air rises") and then provides a concrete example (the spinning spiral) to demonstrate it. B is inductive. Students observe specific examples (food coloring moving differently in water at different temperatures) and will form a generalization about heat and convection from their observations. C is deductive. The teacher provides the definition of a metaphor (the general rule) first, then has students apply it to specific examples in their poems.
5 The Hierarchy in Action (Figure 6.1)
How facts, concepts, and generalizations stack in a learning sequence.

The textbook's Figure 6.1 shows a hierarchy for student success. At the bottom: simple, concrete facts. In the middle: concepts built from those facts. At the top: abstract generalizations built from those concepts. If a student fails to learn at a higher level, the teacher recycles back to a lower level and rebuilds.

Consider a graphing sequence from first grade through middle school. First graders measure plant growth and glue paper strips to a chart: a concrete histogram. Second graders add axes and scales. Third graders make bar graphs with data they collect. By middle school, students interpret complex data sets. Each year adds complexity while building on the concrete foundation from the year before. The same content (graphing) is taught across ten years, but the sequence moves from simple to complex, concrete to abstract.

The Recycling Principle

The four sequencing principles are interactive. You may need to go back to a previous step to help explain the ideas currently under discussion. If a student cannot grasp a generalization, recycle to the concept level. If the concept is unclear, go back to concrete examples. This is not failure. It is the sequence working as designed.

✍ Check Your Understanding A teacher is teaching a unit on the American Revolution. She begins with the generalization: "Colonial resistance to taxation without representation led to the American Revolution." Students look confused. Using the content forms hierarchy, what should she do next? She should recycle down the hierarchy. The generalization sits at the top, and students cannot reach it without the supporting concepts and facts. She needs to teach the concepts first: What is taxation? What is representation? What does "colonial" mean in this context? And before those concepts, she may need specific facts: What taxes were imposed? Who imposed them? What did colonists do in response? Once students have the facts and concepts, the generalization will make sense. Teaching the generalization first was a deductive approach, but it assumed prior knowledge the students did not have.
Chapter 6 • Section 2

Models of Lesson Organization

Section 1 covered the principles and content forms. Section 2 introduces three models for organizing lessons. Each model provides a structure for sequencing objectives and activities. Each model has strengths, and no model is inherently superior. The teacher who is a decision maker should choose the one that best fits the content, the students, and the objective.

These three models are the ones you will identify and analyze in the Model Match assignment. Study them here, then test yourself in the Apply It tab.

1 Task Analysis Model (Section 6-4)
Breaking a skill into its component steps, ordered from simple to complex.

Robert Gagné used the task analysis model to study the effects of a hierarchical structure on learning. The model subdivides a lesson's content, concepts, or processes into smaller, sequential steps, beginning with the least complex and progressing to the most complex. It has been used in industrial, military, and technological settings for decades, and it works well in any subject where skills build on each other.

The model produces a learning hierarchy chart. The top of the chart contains the terminal objective: what students should achieve after a series of planned instructional encounters. Below the terminal objective, the teacher lists intermediate objectives (enabling skills). Students who cannot master the basic skills at the bottom of the chart will probably not reach the learning objectives at higher levels.

1. Select an instructional objective at the appropriate level of difficulty. Make this initial determination by examining the structure of the content area (math, health, social studies). Check whether the original objective is at the right level of difficulty. This process is called diagnostic vigilance.

2. Identify the enabling skills students need to attain the objective. In a physical education class, students learning to bat need: grip, stance, positioning the club face, using the appropriate amount of force, executing the backswing, following through, and mentally visualizing the ball's path.

3. Subdivide independent and dependent enabling skills and learning sequences. Independent skills can be learned in any order. Dependent skills must be learned in a specific sequence because one skill is essential before the next can be mastered.

4. Arrange the sequences in order. Use this sequence to construct a lesson that progressively facilitates the learning of the terminal objective.

5. Sequence specific tasks for students. Plan the sequence in which you will conduct the class. Identify the instructional objectives, plan the appropriate activities, obtain the materials, plan the strategies, evaluate the students, and develop a student assessment.

Independent skills can be learned in any order. When you learned to tie your shoes, it did not matter whether you started with the right or left shoe. The activities are independent of each other.

Dependent skills must be learned in a specific sequence because accomplishment of one skill is essential before the next skill in the series. In T-ball, the players learn how to swing, followed by learning how to stand while swinging the bat. The successful hitting of the ball is dependent on the sequence of skills.

Task analysis works best when the content is procedural or hierarchical: math operations, science lab procedures, physical skills, writing processes, or any skill where the steps build on each other. It is especially useful for planning instruction for children with special needs (multidisciplinary or multicultural activities), and for identifying learning deficits when students are struggling. If you observe a student failing, you can analyze the task to find which enabling skill is missing.

✍ Check Your Understanding A student can add single-digit numbers but cannot subtract two-digit numbers with borrowing. Using task analysis, what would you do to diagnose the problem? Build a learning hierarchy from the terminal objective (subtract two-digit numbers with borrowing) downward through the enabling skills: subtract two-digit numbers without borrowing, subtract single-digit numbers, understand place value for tens and ones, add single-digit numbers. Then test the student on each enabling skill to find where the chain breaks. The student can add single-digit numbers, so that skill is intact. Check whether the student can subtract single-digit numbers, then whether they understand place value. The broken link in the chain tells you exactly where to begin reteaching.
2 Concept Analysis Model (Section 6-5)
Teaching concepts through their defining characteristics and relationships.

The teaching of concepts encompasses a substantial portion of all instruction. Science requires students to understand systems, energy, plants, and animals. Language arts applies the concepts of communication, paragraphs, parts of speech, and punctuation. A review of literature reveals that concept analysis is used in almost every subject at every grade level.

When you teach a concept, you must use both sequencing and task analysis. You have two sequencing options:

1. Start by describing the concept, follow with an analysis of characteristics (facts) and a series of illustrations or examples (deductive).

2. Provide examples (facts) related to the concept and allow students to discover the concept themselves (inductive).

A concept analysis includes the following components:

1. Concept Name: The word or phrase that labels the concept.
2. Definition: A statement about the concept's characteristics.
3. Characteristics: Qualities that must be present for the concept to apply.
4. Examples: Members of the class of things that show the concept's essential characteristics.
5. Superordinate Concept: The broader category the concept belongs to.
6. Subordinate Concepts: Narrower categories within the concept.
7. Coordinate Concepts: Other concepts at the same level in the hierarchy.

Concepts form hierarchies. The concept "parts of speech" is superordinate to "noun." The concept "noun" has coordinate concepts: verb, adjective, adverb, pronoun. And "noun" has subordinate concepts: common noun, proper noun.

A concept hierarchy provides the teacher with a sequencing technique. To teach the concept "proper noun," the teacher must first demonstrate the characteristics that make a proper noun both "proper" and a "noun." Then the teacher provides examples that illustrate the characteristics of a proper noun. The concept analysis hierarchy is an excellent procedure for accomplishing this task.

One of the most effective methods for teaching concepts is the use of examples. In planning a lesson, the teacher must come up with enough examples to illustrate the dominant characteristics adequately. For concrete concepts such as "dog" or "verb," it is easy to find good examples. For concepts such as "justice" or "democracy," you need to develop examples carefully because the abstract nature of these concepts makes them harder to illustrate.

Providing examples of coordinate concepts often helps students understand the characteristics of the concept being taught. Negative examples (nonexamples) can also be used to help students understand the concept.

✍ Check Your Understanding You are teaching the concept "metaphor" to a fifth-grade class. Identify the superordinate concept, at least two coordinate concepts, and explain whether you would teach this deductively or inductively. Why? The superordinate concept is "figurative language" (or "figures of speech"). Coordinate concepts include "simile" and "personification," both of which are other types of figurative language at the same level. You could teach this either way. Deductively: define metaphor, give the characteristics ("compares two unlike things without using 'like' or 'as'"), then provide examples and have students identify them. Inductively: give students several sentences, some containing metaphors and some not, and ask them to sort and find the pattern. The inductive approach takes more time but often produces stronger understanding because students discover the defining characteristics themselves.
3 Advance Organizer Model (Section 6-6)
Connecting new learning to what students already know.

The advance organizer model is based on David Ausubel's (1968) classic explication of deductive learning. The model is built on an advance organizer, which is a statement of the elements that the learner will be required to master in the lesson. It is designed to introduce the material that follows and must be broad enough to encompass the information.

The purpose of the advance organizer model is to provide students with a structure so they can see how the parts relate to the whole and to each other. Think of it as a map of the lesson: the organizer shows you the territory before you walk through it.

Phase 1: Present the Advance Organizer. An abstract introductory statement related to previously learned material that encompasses all aspects of the lesson. It defines or generalizes the information to be learned. Start here: if each student understands the advance organizer, each part of the lesson can be more easily understood.

Phase 2: Content Differentiation. The content is subdivided into narrower and less inclusive ideas, isolating each fact, concept, or generalization within a hierarchy so that it can be learned independently. The teacher uses the statement: "A metaphor is one kind of figure of speech. The primary characteristics of a metaphor are..." and moves from the broad concept to its specific attributes.

Phase 3: Integration. The process of teaching students how main concepts and underlying facts are related or how underlying facts are different or similar. In the English lesson example, the teacher makes certain that students understand the relationship between figures of speech and metaphors (one is a broad category to which the other belongs) and that they comprehend the differences and similarities between metaphors and similes (they are both in the same category, but similes use "like" or "as").

Graphic organizers are visual representations: diagrams, webs, matrices, flowcharts, hierarchy charts. They help students visualize and explain the relationships among the information to be taught. They are an important part of sequencing and organizing information.

Common types include: historical time lines, flowcharts, bar graphs, pie graphs, networks, taxonomic keys, tables, continuum scales, family trees, Venn diagrams, cycle diagrams, and content outlines. Research has verified their effectiveness at all grade levels. Concept maps show particular promise in determining whether students retain prior knowledge more efficiently.

The advance organizer model should be applied with flexibility. The three steps can be used flexibly and concurrently. It serves as a scaffold for learning and bridging the gap between the known and what is to be learned.

Deductive by Design

The advance organizer model is inherently deductive. You start with the big picture (the organizer), move to specific content (differentiation), and then show how the pieces relate (integration). Be careful not to confuse deductive teaching with lecturing. A deductive lesson can contain as much student interaction as an inductive lesson. The sequence is the difference, not the level of student engagement.

✍ Check Your Understanding A social studies teacher is about to teach a lesson on the three branches of government. She begins by saying: "Government is one of the institutions serving society. The state government is essential to its citizens, yet it cannot do the whole job by itself. Many human needs are met by the home, the church, the press, and private business." Then she introduces the legislative, executive, and judicial branches. Which model is she using, and which phase did her opening statement represent? She is using the Advance Organizer Model. Her opening statement is Phase 1: presenting the advance organizer. She placed the concept of government branches within a larger context (government as one of many institutions that serve society) before introducing the specific content. The next phase would be content differentiation: breaking down the three branches, their functions, and their characteristics. The final phase would be integration: examining how the branches relate to each other and how they connect back to the idea of institutions serving society.
4 Comparing the Three Models
When to use which model, and how they overlap.
Task Analysis Best for Skills & Procedures

Use when the content is hierarchical or procedural: math operations, lab techniques, physical skills, writing processes. Best for breaking a complex skill into teachable steps and diagnosing where students get stuck.

Concept Analysis Best for Teaching Concepts

Use when students need to understand what something is by learning its name, definition, characteristics, examples, and place in a hierarchy. Works in every subject where classification and categorization matter.

Advance Organizer Best for Organized Bodies of Knowledge

Use when the content requires students to see how parts relate to a whole. Requires a body of knowledge that can be organized hierarchically. Provides students with a map before they start the journey.

No model is inherently superior. Each has unique characteristics that assist the teacher in selecting a planning model. The teacher as a decision maker should choose the one that provides the greatest assistance in lesson planning, organizing, and implementing. You may use elements of more than one model in the same lesson.

Activity: Match the Model

Each lesson description below best fits one of the three models. Drag each to the correct model.

Lesson Descriptions
Teaching students to write a five-paragraph essay by breaking it into: thesis statement, topic sentences, supporting evidence, transitions, conclusion
Teaching "mammal" by examining its definition, characteristics, examples, and how it relates to reptiles and birds
Beginning a weather unit by presenting the water cycle as a framework, then teaching evaporation, condensation, and precipitation within that structure
Models
Task Analysis
Concept Analysis
Advance Organizer

The most important single factor influencing learning is what the learner already knows. Ascertain this and teach him accordingly.

David Ausubel , Educational Psychology: A Cognitive View (1968)
Compare

Three Organizational Models, Side by Side

Each organizational model handles a different kind of content. Pick the one that fits what you are teaching, not the one with the catchiest name.

Task Analysis
Procedural learning

What it teaches: A skill or procedure with sequential steps.

Process: Break the skill into substeps. Teach each substep in order. Build to the whole skill.

Best for: Long division, lab procedures, lab safety, athletic moves, software steps.

Concept Analysis
Conceptual learning

What it teaches: An abstract concept defined by characteristics.

Process: Name the concept. Identify defining characteristics. Show examples and non-examples.

Best for: Democracy, photosynthesis, irony, ecosystems, fractions.

Advance Organizer
Relational learning

What it teaches: Relationships between new content and what students already know.

Process: Present a high-level framework first. Then fill in details. New material lands on a structure that already exists.

Best for: Dense reading, complex systems, units that connect to prior learning.

Choose

Which Model Fits Your Content?

Knowing the three models is one thing. Knowing which to reach for when planning a lesson is harder. Pick the situation closest to yours and see what the model recommends.

Which organizational model should you use? Pick the lesson scenario that best describes your content. I need to teach a multi-step skill or procedure students must perform. I need to teach an abstract concept students often confuse with something else. I need to introduce dense new content that connects to what students already know.
Chapter 6 • Section 3

Multi-Methodology as an Instructional Process

Section 3 introduces three theories that push you to think beyond a single teaching method. The first is hemisphericity: how left-brain and right-brain functions relate to information processing. The second is learning styles: how students differ in the way they take in and process material. The third is Gardner's theory of multiple intelligences: the idea that intelligence comes in at least eight forms, not one.

The common thread is variety. No single teaching approach reaches every student. The multi-methodology approach means planning lessons that use different methods, activities, and assessments so students with different strengths have a way in.

1 Hemisphericity (Section 6-7)
Left brain, right brain, and what it means for instruction.

Hemisphericity is the study of where in the brain different types of mental functions occur. Research suggests that the right cerebral hemisphere is involved in visual, nonverbal, spatial, divergent, and intuitive thinking. The left cerebral hemisphere is involved in verbal, logical, categorical, detail-oriented, and convergent thinking. The right brain works more with approximations and creativity, while the left brain works more with specifics and analysis.

Left Hemisphere Analytical & Sequential

Verbal, logical, categorical, detail-oriented, convergent thinking. Processes the name for a face. Works with specifics and analysis. Reads books in a linear, sequential way. Focuses on rules and structure.

Right Hemisphere Creative & Holistic

Visual, nonverbal, spatial, divergent, intuitive thinking. Processes the visual information that allows you to recognize a face. Works with approximations and creativity. Sees the big picture before the parts.

The fact that we can understand the kinds of functions that occur on each side of the brain is important because it helps educators understand that instruction must be planned to enhance the use of both hemispheres. Research conducted over many years has demonstrated that teachers predominantly emphasize objectives and instruction that focus on the left side of the brain. The majority of objectives focus on the cognitive, analytical, and convergent.

Implications for Planning

When you stress left-brain hemisphere content or processes, you can reinforce the learning by using techniques that incorporate right-brain hemisphere learning. Graphic organizers, pictures, diagrams, flowcharts, and student summaries provide an instructional double whammy. Include creativity in your instructional plans: design activities, art-based projects, music connections, and movement when they serve the objective.

✍ Check Your Understanding A teacher designs a history lesson that consists entirely of reading the textbook, answering written questions, and taking a multiple-choice quiz. Which hemisphere does this lesson primarily engage? How could the teacher add an activity that engages the other hemisphere without changing the content? This lesson primarily engages the left hemisphere: reading (verbal), written answers (sequential, analytical), and multiple choice (categorical, convergent). To engage the right hemisphere, the teacher could have students create a timeline with illustrations, draw a concept map of the causes and effects discussed in the reading, act out a historical scenario, or create a visual comparison of two perspectives. The content stays the same. The processing shifts to include spatial, visual, and creative thinking alongside the analytical.
2 Diversity & Learning Styles (Sections 6-8 & 6-9)
How students differ and what the research says about learning style.

No two people think exactly alike, and it is safe to say that no two people learn in exactly the same way. Teachers respond to this diversity in a number of ways, with one of the most persistent being grouping. At the elementary level, grouping often means dividing classes into subgroups on the basis of students' skills and abilities, particularly in math and reading. At the high school level, grouping often results in tracks, with the curriculum in each track aimed at different educational and vocational goals.

Students' cultural backgrounds and experiences influence how they understand new material and how they respond to and benefit from instruction. Differences in background, experience, socioeconomic status, culture, and language all influence learning. A question to first-grade students about where milk comes from may elicit one response from rural kids (cows) and a completely different one from city kids (the store).

Researchers have termed this dimension "learning style" and have developed instructional programs to meet the needs of different groups of students. Learning style or preference is usually defined as the cognitive, affective, and physiological traits that learners exhibit as they interact in the classroom environment. Students with different learning styles understand problems in different ways, and they tend to try to solve them in different ways.

A Word of Caution

Some research shows that an understanding of learning styles improves instruction. Other research shows there is little evidence that understanding one's learning style improves learning. Yet all scholars believe that it is still rather new, and educators must be cautious about applying laboratory research prematurely. When students are introduced to a new concept, their scheme for it might be disorganized, irrational, or just plain wrong. Such a scheme obviously will hinder learning. The takeaway: use learning styles as one tool among many, not as a label or a limit.

3 Multiple Intelligences (Section 6-10)
Gardner's eight intelligences and what they mean for your classroom.

There are at least three key findings about human intelligence that are related to our discussion. First, intelligence is a dynamic quality: it is not fixed at birth. Second, through appropriate learning experiences, intelligence can be enhanced. Third, intelligence has many different attributes (Gardner 1993). The last finding, that intelligence has multiple facets rather than being associated only with verbal or quantitative aptitude, is the key element for instructional planning and sequencing.

The chief proponent of the concept of multiple intelligences is Howard Gardner. He identifies eight basic intelligences:

Verbal/Linguistic: Sensitivity to the meaning and order of words. Reading, writing, storytelling, word games.
Logical/Mathematical: Ability to handle chains of reasoning and recognize patterns. Problem solving, experiments, logic puzzles.
Visual/Spatial: Ability to perceive the visual world accurately and recreate or transform it. Drawing, building, designing, visualizing.
Bodily/Kinesthetic: Ability to use the body skillfully and handle objects adroitly. Movement, hands-on activities, building, athletics.
Musical/Rhythmic: Sensitivity to pitch, melody, rhythm, and tone. Music, patterns, rhythmic movement, chanting.
Interpersonal: Ability to understand and work with other people. Group work, collaboration, teaching others, empathy.
Intrapersonal: Ability to understand oneself and apply that understanding. Reflection, journaling, self-assessment, goal setting.
Naturalist: Ability to recognize and classify plants, animals, and other aspects of the natural world. Observation, classification, fieldwork.

Gardner asserts that we all possess these eight intelligences, but schools tend to develop only the first two to any extent. As a consequence, six areas of intelligence are consciously depressed (discriminated against) by schooling. Many teachers find the theory of multiple intelligences appealing because it provides them with a logical system for planning.

A Common Criticism

A common criticism of the multiple intelligence theory is that there is no pre-post, longitudinal, empirical research to support Gardner's concept of multiple intelligences, and it is not consistent with cognitive neuroscience. Larry Cuban (2004), a scholar of school innovation, notes that the multiple intelligence theory usually is not fully implemented in classrooms. We close this section because there is a problem finding empirical evidence that clearly substantiates the concept. We note this, these eight items do provide a hint to teachers on how to provide a wide array of activities or formats to conduct classroom instruction.

✍ Check Your Understanding A fourth-grade teacher is planning a unit on the water cycle. She plans to have students read the textbook chapter and answer the review questions. Using the concept of multiple intelligences, suggest three additional activities that would engage different intelligences while teaching the same content. The reading and questions engage verbal/linguistic intelligence. Three additions: (1) Visual/Spatial: Have students create a diagram or poster of the water cycle, labeling each stage with illustrations. (2) Bodily/Kinesthetic: Set up a simulation where students physically move through stations representing evaporation, condensation, and precipitation, carrying "water droplet" cards that track their journey. (3) Interpersonal: Assign small groups to teach one stage of the water cycle to the rest of the class using a method of their choice. Other possibilities include musical/rhythmic (write a water cycle song), naturalist (observe condensation and evaporation outside), or logical/mathematical (collect and graph rainfall data).
4 Varying Your Teaching Techniques (Section 6-11)
Putting multi-methodology into practice.

Effective teachers use a wide variety of teaching methods and techniques. If you want to use an inductive presentation mode, your lesson will include at least the following elements: teaching questions, data of some nature, student research, applied or laboratory exercises, and lists of student generalizations.

If you plan to use a deductive mode of presentation, you will be using other elements: demonstrations, videos or films, student activities, guest speakers, assigned readings, and student reports.

The range of instructional strategies you can use in the classroom is freedom. We urge you to start by planning your objectives, decide what to teach, and then plan how to teach it. By varying your weekly calendar of activities, you will accommodate the spectrum of individual learning differences in your classroom. By using multi-methodology, you will not get stuck in the usual rut.

The Practical Test

Remember that in your first year of teaching, you will have some great days during which the students are engaged and enjoy learning. There will be other days during which you feel students are not learning and seem to be out of touch. It could be that the strategy you selected was not appropriate for learning on that bad day and was very appropriate on the day that was a success. Your task is to find the key to turn on those students, and multi-methodology gives you more keys to try.

✍ Check Your Understanding You are planning a week-long unit on fractions for a third-grade class. Design a five-day plan where each day uses a different primary teaching approach. Identify which intelligence or learning preference each day targets. There are many valid answers. Here is one example: Monday (Verbal/Linguistic): Introduce fractions deductively with definitions, examples on the board, and guided note-taking. Students read a short text on fraction vocabulary. Tuesday (Bodily/Kinesthetic): Fraction stations with manipulatives: fraction bars, pattern blocks, and measuring cups. Students physically build and compare fractions. Wednesday (Visual/Spatial): Students create fraction number lines, draw fraction models, and use colored paper to fold and shade fractional parts. Thursday (Interpersonal): Cooperative learning groups solve fraction word problems. Each group presents their solution strategy to the class. Friday (Logical/Mathematical): Fraction puzzles and games that require pattern recognition and problem solving. Exit ticket assessment. Each day teaches fractions using a different entry point. Students who struggled on Monday might excel on Tuesday. The content stays consistent. The method varies.
Apply It: Branching Scenarios

Reading about sequencing and organizational models is one level of understanding. Choosing a model when a real lesson is in front of you is another. These four scenarios put you in planning situations where you have to make instructional design decisions. Your choices determine whether the lesson hangs together or falls apart.

Each scenario covers content from Chapters 5 and 6: planning factors, sequencing principles, content forms, deductive and inductive reasoning, and the three organizational models. Work through all four. When you make a wrong choice, read the feedback. The explanation is where the learning happens.

After the Scenarios

Look at the paths you took. For each wrong turn, go back to the relevant chapter tab and find the section that covers the concept. Write one sentence explaining what you misunderstood and what you understand now. This kind of reflection is the same process expert teachers use in Stage 3 of the Planning Cycle (Chapter 5): evaluate, identify the gap, revise.

Video Library

These videos were selected because each one teaches a concept from this module in a way the textbook cannot. Reading about planning gives you the structure. Watching an experienced teacher walk through a lesson plan shows you what those structures look like in practice. Reading about sequencing gives you the principles. Watching a lesson unfold shows you what good sequencing produces in a classroom.

One practical suggestion: as you watch each video, write one sentence connecting something in the video to something specific from your reading. A connection, not a summary. You will use these connections in your VoiceThread discussion.

Chapter Walkthroughs

These instructor videos walk through each chapter's key concepts. Copies of the PowerPoint slides are in the Modules section on Canvas.

Chapter 5: Mastering Instructional Planning. Instructor walkthrough of planning factors, the planning cycle, and lesson plan format.
Chapter 6: Sequencing and Organizing Instruction. Instructor walkthrough of sequencing principles, content forms, and organizational models.
Module 3

Flash Card Review

Click the card to flip. Mark each one "Got it" or "Review again" to see what to study next.

 
1 of 12
Chapter 5
Term
Planning Factors
Click to reveal
Definition
...

Memory Match

Match each term to its definition. Click two cards to flip them. Matching pairs stay open.

Moves: 0 Matches: 0 / 6

Memory Match: Multiple Intelligences

Match each Gardner intelligence to its description.

Moves: 0 Matches: 0 / 6

Memory Match: Six Planning Factors

Match each planning factor to the question it answers.

Moves: 0 Matches: 0 / 6

Bonus Resources

⭐ Bonus

Go Deeper

These are optional. They expand on concepts from the chapters and may help with your assignments.

📚
Understanding by Design

Wiggins and McTighe's "backward design" framework. Start with what students should understand, then design the assessment, then plan the instruction. A different way to think about Chapter 5's planning sequence.

🎓
Concept Mapping in the Classroom

Novak and Canas on how graphic organizers support concept analysis. Connects to Chapter 6's discussion of advance organizers and graphic representations.

🔬
The Myth of Learning Styles

Research on whether matching instruction to learning styles improves outcomes. A useful counterpoint to Chapter 6's discussion. The evidence is weaker than the textbook suggests, but varying your methods still matters for other reasons.