Marzano's nine effective instructional strategies for secondary social studies

Curriculum

Highly Effective Strategies of Learning in the Social Studies Context: Marzano's Exploration of Intellect and Learning

Identifying Similarities and Differences

Summarizing and Note Taking

Reinforcing Effort and Providing Recognition

Homework and Practice

Nonlinguistic Representations

Cooperative Learning

Setting Goals and Providing Feedback

Generating and Testing Hypotheses

Activating Prior Knowledge

This paper explores the nine categories of highly effective strategies used in classroom settings that facilitate learning based on a study conducted by Marzano (1998) entitled, "A theory-based meta-analysis of research on instruction." The paper begins with a brief summarization of the 9 highly effective strategies, each followed by an example of two social studies cases and how each of these categories would apply to the social studies classroom at the Secondary level. The nine strategies of achievement detailed in this publication suggest they are the most effective in influencing positive learning among students (Marzano, Gaddy & Dean, 2000). Each strategy represents an instructional category. The foundation for this study is the idea that the role of the government in education is to provide educators and noneducators accurate information regarding instructional strategies that are effective in promoting student achievement (Marzano, 1998, p.1). The research findings reviewed below represent a summarization of a Meta-Analysis of Research conducted by Marzano in 1998 involving more than 4,000 comparisons of what works, and what doesn't. Here we review the nine strategies that work.

Strategy 1 - Identifying Similarities and Differences

Also known as comparison and contrast, this strategy encourages students to review and classify information by identifying similarities and differences that exist within the information presented, then encourages students to use analogies or metaphors to further this process (Marzano, 1998). In doing so, students must analyze two or more elements of the objects being examined, which inherently allow students to classify and categorize information they collect about the similarities and differences of the objects of their attention. To facilitate this process, educators should and can encourage students to gain more awareness of what the objects being studied share in common, and what differences exist between them. This can be facilitated easily through "student-directed tasks" or those that require less direction from the teacher and allow students to explore information using their own intellectual capacities and resources (Marzano, 1998). In doing so students are more likely to absorb information about the objects of study, and become more adept at identifying the unique characteristics of the objects in question. While classroom monitoring is still expected, much of teacher involvement focuses on engaging students in tasks that will lead them to their own conclusions and evidence gathering. There are many ways comparison and contrasting can be utilized including the use of graphic organizers allowing visual interpretation of comparisons (Marzano, 1998).

As an example of how to apply this method in the Secondary classroom, is in examining historical fact vs. fiction. For example, in the classroom a social studies teacher could ask students to adopt strategy one and compare and contrast homesteading in the Midwest to homesteading in Mars in the year 2030 (WebQuest, 2002). Students may use metaphors and analogies to describe life in the homestead in the Midwest compared to their perception of what it may be like in Mars in the year 2030.

A second example might be to encourage students to use this technique when reviewing and researching Ancient Rome (WebQuest, 2002). Students would begin for example, by comparing and contrasting social life in Ancient Rome to that of life during the Medieval period. A graphical comparison or chart might be created exploring the way people interacted in a social context. For example, Romans might shake hands, whereas the Ancient Greeks might show respect and familiarity by embracing and kissing each other once on each cheek.

Strategy 2 - Summarizing and Note Taking

Using this method, students are encouraged to summarize the information they gathered and take notes of important concepts or points they learned as they explored a given subject (Marzano, 1998). This will enable them to later make decisions or conclusions about the information acquired in class. There are many summarizing strategies a teacher might adopt to facilitate this process. For example, a teacher might employ a "rule-based" summarizing strategy (Marzano, 1998, p. 27). Using the example of examining the homestead, educators may construct a set or rules that will define how students summarize the information they gathered or predicted about the future. These rules may include deletion of trivial material or redundant material and use of topic sentences for all summaries of comparisons made (Marzano, 1998, p. 27).

Using a different strategy and applying it to the second classroom example, that of Ancient Rome vs. Ancient Greece, an educator may encourage students to adopt summary frames to summarize the information gathered. This would entail the educator creating a series of questions for students to answer that enable them to highlight the most important information learned from the material reviewed (Marzano, 1998, p. 28). One way to do this is to construct text that enables students to determine whether a problem/solution pattern (Marzano, 1998) exists within the information gathered. Each problem represents a main point, for example, "How did the Ancient Romans gather grain for their families?" The problem at hand centers on how the Ancient Romans collected food to eat. Another main point would present the same problem but apply it to the environment of people living in Ancient Greece.

To enforce this strategy and encourage note taking, the teacher may provide the students with prepared notes, or the teacher may instruct students on efficient methods of taking notes that provide essential information related to the subject they are studying (Marzano, 1998, p. 40).

Strategy 3 - Reinforcing Effort and Providing Recognition

Marzano (1998) notes that this category does not directly enhance cognitive learning, but rather reinforces students' "attitudes and beliefs" thus encourage active engagement of "cognitive processes" (p. 49). This in turn encourages students to adopt what they learned and integrate it into their long-term memory, rather than learn the material, store it in short-term memory and forget about it.

By providing recognition for their work, students learn that with effort they can enhance their achievement and their ability for success in the future, a talent they can apply to future endeavors including work and their careers (Marzano, 1998, p. 49). Marzano points out that many students do not realize the link between their effort and achievement, thus it is the role of the educator to provide this information so students inextricably learn as they grow to link effort with lasting results and recognition.

To accomplish this using our first example of the homestead study in the social studies classroom, a teacher may reinforce effort by using what Marzano refers to as a "pause, point and prompt strategy" where the teacher would encourage a student to pause when summarizing an important point, and then prompt the student to provide more information about the point being made to encourage greater recognition and understanding of its significance. The teacher can than recognize the student by praising them for interesting and interpretive analysis of the homestead in 2030 for example.

Using our second example, comparing Ancient Rome to Greece, a teacher may employ this strategy by using "symbolic tokens" as a tool that will instantly suggest to the student they successfully completed the task at hand and reward them simultaneously. To adopt this strategy effectively, the educator would have to connect a token or reward to a clearly identified goal or performance standard, such as outlining the primary difference between rural lives in Ancient Rome vs. rural life in Ancient Greece.

Strategy 5 - Nonlinguistic Representations

Marzano provides five methods educators can use to apply nonlinguistic representation including: "graphic organizers, pictures and pictographs, mental pictures, concrete representations, and kinesthetic activity" (p. 69). The more commonly used tools include graphic organizers and use of concrete representations, as we'll demonstrate using our social studies case examples.

In social studies class one, where students are learning about the homestead, a teacher can use a graphic organizer to combine "the linguistic mode and nonlinguistic mode of communication" using words that highlight key points and symbols that identify relationships in the information gathered (Marzano, 1998, p. 71). For example, in the homestead classroom, a teacher can encourage students to use what Marzano refers to as a "descriptive pattern organizer" where students gather facts they can characterize into a rectangle, then organization the facts using arrows or other symbols to represent relationships that exist between facts or comparisons. For example, students may list 2 important facts in each upper hand corner of a rectangle describing the homestead of the Midwest and that predicted for 2030, and then uses arrows to demonstrate any relationships that exist between the facts gathered from student's studies or predictions.

As a second example, using "concept pattern organizers" as described by Marzano (1998) students learning about Ancient Greece and Rome may learn to organize the information they learn using a single word or phrase that represents an entire category or class of information. For example, the keyword "relationships" may be used to describe the people, places, and events that took place in each geographic area that facilitated interrelationships among public officials.

Strategy 6 - Cooperative Learning

Cooperative learning involves five key elements: "positive interdependence, face-to-face interaction, individual and group accountability, interpersonal and small group skills and group processing" (Marzano, 1998, p. 89). These activities encourage students to help each other learn and applaud one another for their successes when achieving certain goals, and helps build trust and decision-making skills among students, allowing students to learn how to interact successfully in a team-structured environment (Marzano, 1998).

In the example of a social studies classroom where students are reviewing the actual homestead of the Midwest vs. their interpretation of what it might by in 2030, the teacher may use informal groups where a teacher encourages each student to turn to their neighbor and share their thoughts and ideas about the present and future, and then encourages their classmate to do the same. The teacher may then encourage the student to turn to another student sitting on the opposite side of him or her, and do the same. This allows students to focus their attention and process information, and gain new and interesting perspectives when they understand more clearly how their classmate thinks compared with their own thought processes.

As another example, in the Ancient history classroom, a facilitator or teacher can encourage a larger group setting by breaking students into two halves, allowing each half to discuss their facts, knowledge and information of the subject, then come to a consensus that reflects the key areas of learning they explored in the classroom. Marzano (1998) encourages teachers using the cooperative learning technique to combine this with other classroom structures so that the tool does not lose its effectiveness (p. 90). For example, an instructor may elect to vary the size of the groups, by encouraging small focus groups one day consisting of four students and larger groups comprised of 1/2 of the class other days, while relying on other teaching techniques a majority of the time so as to not overburden students with the concept of "cooperative" learning as this often requires energy and motivation (Marzano, 1998, p. 94).

Strategy 7 - Setting Goals and Providing Feedback

This strategy according to Marzano (1998) encourages students to rely on a "metacognitive" system of thinking (p. 98) which establishes the direction and purpose of a class or subject, the provides students feedback on their level of mastery after achieving course objectives. In our first social studies case example, students may meet to define 3 specific goals related to understanding life on the homestead in the Midwest that are specific and measurable. These goals may include identifying complications people living during this time experienced for example, and identifying two specific strategies they could employ to overcome these difficulties.

In our second example, involving studies of Ancient Greece and Rome, an instructor may use "criterion-referenced feedback" which Marzano defines as telling students where they stand relative to their mastery of a subject (p. 102). For example, an instructor may establish a grading scale of 1-5, where 5 represents complete understanding of the social life of people living in Greece and Ancient Rome, and a grade of 1 suggesting the student is not capable of performing tasks that will facilitate this understanding, such as completing homework assignments accurately. By providing feedback, students are more likely to recognize areas for improvement, as are teachers.

Strategy 8 - Generating and Testing Hypotheses

Marzano explains this strategy as enabling students to apply the knowledge they learned about a specific subject in a modern context (p. 111). For example, a student may understand how farmers lived in the Midwest during the 1930s. An instructor may then ask the student to apply this knowledge and hypothesize what changes a farmer could make to his daily life that would result in an improved quality of life. The student could then test this hypothesis by looking for examples of people living in various settings and facing similar challenges during the timeframe being explored, and interpret from the literature reviewed whether his or her hypothesis is likely valid or invalid.

A student in the second classroom may be encouraged to hypothesize how the introduction of electricity in Ancient Rome or Greece may have changed the lives of people living there, and whether this technology would result in an improved quality of life or have no impact. To test this hypothesis, the student can review how the introduction of electricity has impacted society now and during the time it was introduced, and create a logical answer to his hypothesis based on this indirect form of testing.

Strategy 9 - Activating Prior Knowledge

Using this final strategy Marzano (p.122) suggests that students always possess some prior knowledge of a concept or topic or a similar topic and can apply that prior knowledge to their current learning. Students in this environment must be encouraged by facilitators or instructors to access any prior knowledge they have on a subject, and use this knowledge to enhance their overall comprehension of a subject reviewed in class. In our very last example, using the subject of the homestead in a social studies class, a facilitator may encourage students to access previous knowledge using explicit cues, like hinting to students how life on the homestead is similar to current life of an identified population the student learned about in an earlier classroom setting (p. 124). Using the example of Ancient Rome and Greece, a facilitator can activate prior knowledge by engaging students in a question and answer session, where he or she asks the students questions such as, "have you ready any books talking about this subject you can apply to the topic we are learning about in class?" This will automatically enable the student to access additional sources of information they can use based on personal experience to apply to the classroom learning experience.