JOURNAL OF TEACHING IN PHYSICAL EDUCATION, 1984, 4, 39-49 A Multi-Case Study of Teacher Planning in Physical Education Judith H. Placek San Diego State University The purpose of this study was to examine how four physical education teachers planned lessons. The multi-case approach provided a naturalistic, descriptive account of planning at two levels: daily and yearly plans. Two general research questions guided this study: How do the subjects plan for class in terms of time, setting, and so forth? What factors influence their planning patterns? Four teachers were observed over an intensive 2-weekperiod for data collection. Data consisted of observations, interviews, and excerpfs from documCnts and records. The researcher assttmed the role of participant-observer and remained in the school for the entire school day during the data collection. The results indicated that the four teachers did not use the classical endslmeans model for planning but instead employed informal planning habits that typically focused on daily activities, not coherent efforts to match objectives with content. This pattern does not necessarily produce disorganized classes, however, as the researcher described the teachers as having- positive in-class instructional behaviors. It is suggested that the teachers did in fact plan for classes, however briefly or informally. * Planning-a time when teachers are expected to sit down with paper and pen in hand, draw upon both past experience and current knowledge in the field, and carefully formulate curriculum, unit, and lesson plans. Teachers certainly should know how to go about the planning process, for both the literature and instruction provided in undergraduate teacher education about planning typically has been prescriptive and full of suggestions on how teachers should proceed with planning. Rational and linear models such as Tyler's (1949) have been taught to generations of undergraduate education majors. Tyler's four steps-neatly ordering objectives, learning experiences, effective organization, and evaluation-are intended to provide teachers with a powerful model to follow in their planning. However, actual research examining teachers' planning is in its infancy as few studies presently report data on how teachers actually plan for their classes. The research conducted on how teachers plan shows little support for the classical endslmeans, fourstage model of planning proposed by Tyler (1949). Studies that examine the sequence of teachers' planning show that objectives are not the first item considered by teachers while planning (Clark & Yinger, 1979; Mann, 1975; Merriman, 1976; Smith, 1977; Taylor, 1970; Yinger, 1978; Zahorik, 1975). Although it seems clear from the data that teachers do not begin their planning by establishing objectives, there is no consensus among teachers on what actually does constitute the appropriate starting point. The literature reports teachers variously beginning with pupil needs (Merriman, 1976), content (Taylor, 1970; Zahorik, PLACEK 40 1975), the amount of time to spend in each subject (Smith, 1977), activities (Yinger, 1978), and the means available in the school (Mann, 1975). Research also shows that teachers often do not include the four steps Tyler suggests. Zahorik (1975) asked teachers to list the decisions they made while planning: 81% of the teachers listed activities and 70% listed content (subject matter). Only 56% said they made decisions about objectives, and even fewer (35%)listed evaluation. Studies by Mintz (1979), Morine-Dershirner (1978-79), Morine (1976), Peterson, Marx, and Clark (1978), and Yinger (1978) all support the notion that teachers' main focus in planning is on activities and content, with less attention paid to pupils' needs, objectives, or evaluation. Findings about planning have been obtained by a variety of methods including questionnaires, interviews, thinking aloud while planning, stimulated recall, and field studies in a naturalistic setting. The study of planning in physical education began when Sherman (1979) compared the planning of novice and expert gymnastics teachers who were asked to teach the cartwheel to a small group of children in a laboatory setting. He reported differences in four areas: the type of information requested, the knowledge base, implicit theories of instruction, and instructional plans. Since that time, teachers' planning in physical education has become a target of investigation by other researchers (DiCicco, Housner, & Sherman, 1982; Griffey & Housner, 1984). In summary, the knowledge base regarding teachers' planning is small. Research on this component of preactive teaching has been conducted for only a few years and, as a result, there is limited information on how teachers plan. One reason this data base is limited is because most of the subjects have been elementary teachers who planned by themselves for a self-contained classroom. A few studies in education, and none in physical education, have utilized naturalistic methodology. Although valuable information may be gained from laboratory studies, it seems doubtful that findings in highly regulated, laboratory-based planning and teaching experiences can really represent the complex environment of the classroom or gymnasium with its constantly shifting requirements. This study examined in a naturalistic setting how four physical education teachers planned for their classes. The specific questions that guided this study were: 1. How do each of the subjects plan? (setting, time spent, when, form, decisions made) 2. What are the influences on the subjects' planning? For the purposes of this study, planning will be defined as a teacher activity that precedes instruction, is concerned with how instruction will be presented, and is based upon anticipation or expectation of classroom events (Smith, 1977). Method A multi-case study approach (Bogdan & Biklen, 1982) provided a descriptive account of planning decisions made by a sample of physical education teachers. In order to determine the amount and types of planning that physical education teachers actually do, data were gathered through observation in the naturalistic setting, that is, the offices, gymnasia, and fields in which physical education teachers work. Additional data were collected through formal and informal interviews and document collection. STUDY OF TEACHER PLANNING 41 In a naturalistic study the investigator does not attempt to manipulate the research setting. Rather, the investigator is interested in studying events as they occur in their natural environment. The qualitative data obtained through this type of research provide depth and detail; they consist of detailed descriptionsof situations, people and interactions, quotations of people about their thoughts and experiences, and excerpts from documents or records (Patton, 1980). Wilson (1977) specifies two perspectives that provide a rationale for gathering data in a naturalistic setting: (a) the naturalisticlecological perspective and, (b) the qualitative/phenomenologicalperspective. He succinctly summarizes these two rationales. (a) Human behavior is complexly influenced by the context in which it occurs. Any research plan which takes the actors out of the naturalistic setting may negate those forces and hence obscure its own understanding. (b) Human behavior often has more meaning than observable "facts." A researcher seeking to understand behavior must find ways to learn the manifest and latent meanings for the participants, and must also understand the behavior from the objective outside perspective. (p. 253) A sample of four teachers, each observed for 2 weeks by the same investigator, participated in this study. Since information on how physical education teachers plan is limited, this multi-case study approach was believed to be more useful than a single case study because of the broader range of information obtained. The trade-off in observing several teachers was that the time period for each necessarily became shorter. Therefore, the choice of four teachers and a 2-week observation period was a compromise between the desire to spend a great deal of time with each teacher and the desire to observe the planning of several physical education teachers. Of course, the planning done by these four teachers may not represent that of all physical education teachers. One of the duties of the qualitative researcher, however, is to supply enough descriptive detail so that readers can decide if the data and conclusions are congruent with their own observations and personal experiences. Thus, in part, the reader decides if the data generalizes to other situations. The four teachers chosen for this study varied in years of teaching experience and teaching situation. In order to protect confidentiality they will be called Jerry, Ted, Sue, and Paula. Jerry has taught elementary physical education for 15 years in the same district and teaches K-6 students 4 days a week at one elementary school and 1 day each week at a nearby school. Ted divides his time between two elementary schools in adjacent rural areas; he has taught 4 years. Sue teaches K-12, spending 1 day per week at an elementary school and 4 days at a juniorlsenior high school (2 days junior high, 2 days senior high); she has taught for 6 years. Paula has taught junior high physical education for 9 years but this was her first year at her current school. The junior high at which she taught previously had been closed and she was transferred. The teachers were not informed of the exact purpose of the study because such knowledge might have affected their planning and changed their normal behavior. They were told that the investigator was interested in observing, understanding, and describing the day-to-day life of a physical education teacher and that the specific focus of the study would be disclosed later. The main source of data in naturalistic inquiry is participant observation and the accompanying field notes. Denzin (1970) defines participant observation as "a field strategy that simultaneously combines document analysis. . .interviewing, direct participation and observation, and introspection" (p. 186). In other words, participant observation involves combining a number of methods in order to obtain the maximum amount of information. PLACEK The participant observation methodology utilized in this study generated data from three different sources: observation, interviews, and documents. Each data source, if used in isolation, limits the amount and accuracy of information that can be collected. The technique of using multiple data sources is called data triangulation (Denzin, 1970) and permits the investigator to validate the findings obtained from one source through comparison with a second or third source. The involvement of the investigator/observer in participant observation research can range on a continuum from a total spectator to a full participant in all the activities. The role chosen for this study was that of limited interaction (Schatzman & Strauss, 1973). In taking this role, the investigator tried to disrupt the normal duties and interactions of the teachers as little as possible, but still had the freedom to ask for clarification and meaning of the observed activities. The teachers were observed from the time they entered school in the morning until they left for the day or began after-school coaching duties. The geographical boundaries of the observation were the entire school-from the gymnasium to the playing field to the lunchroom. Field notes of all observed activities and conversations were taken during the time teachers were conducting class, planning, or reading, and again at the conclusion of each day of observation. Two types of interviews were used to gain additional information from teachers about their planning (Patton, 1980). By using the informal interview, information was gathered as a part of daily conversations with teachers. The second type of interview was a more formal 1-hour interview at the end of the 2-week observation period. With the permission of the teachers, the interviews were tape recorded. An interview guide approach was used (Patton, 1980) which contained a list of desired information but not the exact wording of the questions. Questions were asked to clarify observational and document data and to elicit information that was not obtainable during observations. The following is a sample of the types of questions asked. Have these 2 weeks been typical of your planning procedures? When do you make most of your decisions about what to teach? Do you find it necessary to plan at home? How far ahead do you plan? If you were to offer a new unit, on what basis would you choose the unit? The third source of data was documents produced by the teachers during or as a result of their planning (e.g., lesson plans, notes on index cards). These documents were collected with the teacher's permission or copied by the investigator. As Bogdan and Taylor (1975) point out, "Data analysis is an ongoing process in participant observation research" (p. 80). Field notes were taken during class periods and preparation periods each day to record the investigator's observations and informal conversations with the teachers. At the end of each day of observation, the field notes were inspected to ascertain the progress made toward answering each research question. A summary was then written to describe the answers obtained through the day's observations and informal questions. As the process of detailed description continued each day and week, the investigator particularly watched for any repeating patterns and themes, which were further probed by redirecting the observations or by informal questions. At the end of each 2 weeks of observation, the three sources of data (field notes, documents, and interviews) were used to develop descriptions of how the four subject physical education teachers planned (research question 1). Similarities and differences among the four teachers were noted. STUDY OF TEACHER PLANNING 43 The following procedure was employed in order to determine the influences on teachers' planning (research question 2). The field and interview notes were examined, and each teacher's comments on behavior that related to influences on planning were underlined. Tentative categories were developed from this identification procedure. The investigatorthen inspected the field and interview notes again, located the specific incidents, and placed them into the tentative categories. The comments and behavior that occurred most often were identified as major influences. For example, the influence of student behavior on planning was mentioned 54 times during the observational phase of data collection by the four teachers. When necessary, adjustments were made in the groupings. Thus, influences on teachers' planning were organized and grouped, and specific examples were cited for each category. Results How the Teachers Planned Written Planning. The amount of written planning done before class varied. Jerry's and Ted's written plans for each day consisted mainly of a list of activities. Ted wrote his plans a week prior to teaching, whereas Jerry wrote his plans the same day he taught -die clas~es.The other two teachers, Sue and Pauia, did not write lesson plans in advance--of their teaching. The written plans did not follow the format often taught in methods or curriculum classes. The plans prescribed in teacher training usually include a listing of objectives stated in behavioral terms, activities, a careful estimation of the time needed for each activity, materials, and often a section for briefly evaluating the lesson (Annarino, Cowell, & Hazelton, 1980; Heitrnann & Knerr, 1976). Lesson plans seen by the investigator did not follow this profile but were abbreviated to a bare listing of activities accompanied about half of the time by notes about equipment and class organization. Three of the teachers said they anticipated unforeseen events and, thus being forced to improvise, felt it would be necessary to use some means of keeping track of their classes. Thus, three teachers utilized systems for recording the events that actually occurred in class. Notes about what was taught, often including comments on student behavior, were written in plan or grade books, or modificationswere made on the lesson itself. Their plans served as a framework for teaching but the teachers felt free to modify the design before and even during the class. Daily Planning. Daily planning took place in the morning prior to school and during the school day. Two teachers (Ted and Sue) specifically said that they did some planning while driving to school in the morning. Paula and Jerry planned immediately before class. Except for Jerry, who averaged about 1 hour of planning time per day, the amount of time the teachers spent planning during the school day was minimal. This was not due to a lack of opportunity in most cases; each teacher had time before school and during preparation periods. However, these times were not used for planning but instead for making phone calls, checking on errant students, or chatting with other teachers in the lounge or with secretaries and administrators in the main office. Thus, some of the time was spent in the everyday duties related to teaching or coaching while other nonteaching time was spent relaxing and socializing. Planning at home (ascertained through questions during the observation period and during the formal interview) was limited to an occasional review of materials for an - PLACEK 44 entire unit and was restricted by factors such as coaching and child-care responsibilities. Ted clearly stated that due to coaching duties he never planned at home. Sue and Paula said their planning at home was limited to reviewing materials prior to teaching a unit they had not taught for a year or more. Jerry was the only teacher who took any material home with him after school. When questioned about how much work he had done the previous evening, his typical reply was, "a little." During the formal interview he said, "You can prepare from 9 to 11 at night or you can sleep from 9 to 11 at night, and now I am sleeping from 9 to 1 1 at night." Overall, on a day-to-day basis, three of the teachers relied on their memory of past teaching experiences in choosing activities for class and they usually planned in the morning before school or immediately before a class. The one exception, Ted, exhibited this behavior when his written plans did not fit the situation (e.g., rainy weather), but his lesson plans were generally done during the school day a week in advance. Yearly Planning. Long-range planning was done by all four teachers. The investigator elicited information on long-term planning by asking if a yearly curriculum was available and then by asking follow-up questions during informal conversations and the formal interview. The teachers all planned for the year by deciding basically which activities they would teach throughout the year. The teachers differed mainly in how precisely they established details of the order and timing of the activities. At one extreme, Sue listed the activities for the elementary school with exact dates each unit would be taught. The secondary school curriculum, however, was developed a few days prior to the beginning of each semester. On the other hand, Jerry and Ted did not have a written curriculum but, when asked, were immediately able to list the activities and approximate time frames they planned to teach during the year. Paula allowed students to choose from a preset list of activities each semester. The curriculum decisions were made before school resumed in the fall, usually on the traditional workshop day when teachers return to school before the students arrive. Paula and Sue (at the secondary level) also made decisions prior to the beginning of second semester. It was not possible to determine the amount of time actually spent in this endeavor, but one teacher indicated that less than an hour was used. Sue's quote is typical of the teacher's procedures. We set up a general curriculum of all the units we want and try to cover without pinning them down to a time. We do that at the. ..beginning when we come back. Quite often it just is a carry-over. All of the teachers said they reviewed their curriculum from the previous year in preparing the list for the coming year. They then deleted or added activities based upon their evaluation of last year's curriculum. Following are comments about their decisions. I get out my files, say, hey this is useless. (Jerry) I generally sit down in the fall before school and take an hour. This year I thought it would be good for them to see something else. (Ted) In the spring and fall, we want them outside because we're stuck inside for so long. You're going to have basketball in the winter when we're stuck inside. (Paula) In summary, much day-to-day planning was done in a relatively short period of time immediately prior to class. The investigator could not observe curriculum planning STUDY OF TEACHER PLANNING 45 for the year because the observations began after the school year had commenced. The teachers indicated, however, that long-range planning typically occurred the day before school begins and is based largely on the previous year's list of activities. Influences Leading to Teachers ' Planning Decisions Although each teacher acknowledged that factors such as safety considerations, past experience, and time available influenced their planning decisions, two factors carried the greatest weight in their decisions-the students' behavior, and practical concerns about activity choice, available equipment, and class organization. Student Behavior. Three different aspects of student behavior influenced teachers' planning decisions: student enjoyment of the class (as exemplified by such behavior as student laughter, students asking to do the activity again), levels of student participation, and student misbehavior. When asked what factors influenced their planning, two teachers specifically identified all three aspects. The other two teachers cited two of the three factors. Also, over 50 comments about these factors were recorded during the observational period. The teachers informally monitored these three behaviors and decided either to continue their planned activity or to modify their plans during the activity or for the next class. For example, when asked what she focused on when planning her lesson, Sue replied, Having rapid activities, having more things move right along without a whole lot of delay. Within that framework also having things under control.. .I try and have things that include as many people as possible in that activity. Ted tried to keep all the students in the same grade level at the same point in the unit so he didn't have to carry extra equipment to the school. Sue organized classes differently to suit the number of students and the facility available. Practical Concerns. Not surprisingly, the teachers' plans were influenced greatly by everyday practical matters such as what activity to teach, what equipment was available, and how to organize the class. Jerry considered all three in his lesson plans. Paula elaborated at some length on the problem of giving students a limited choice of activities and then having to balance the number of students in each activity to match available equipment. Tom tried to keep all the students in the same grade level at the same point in the unit so he didn't have to carry extra equipment to the school. Sue organized classes differently to suit the number of students and the facility available. The teachers' reports of their thought processes indicated that these two major influences were not considered separately during planning but were tightly interwoven. Their concern about the students' behavior directly influenced decisions they made about activities and organization. All the teachers either chose activities based on student preferences or gave examples of how they had done so in the past. For example, as part of the planning process Paula asked students which activity they wanted to participate in; Ted was concerned that students not become bored and disruptive, so he altered activities or his method of organizing the teaching progressions. The Impact of Unpredictability The primary plan developed by the teachers, either through written or mental planning, was executed as planned if no unforeseen events occurred. Unfortunately, however, unpredictability of the teaching environment played a role in altering plans for all four teachers during the observation period. Each teacher was observed to change his or her 46 PLACEK plans at least four times in the 2-week observation. When questioned about the frequency of such occurrences, the teachers said they needed to improvise on a regular basis. Four factors seemed to contribute to a perception of instability by all the teachers. First, the weather is a major influence in the spring and fall, when physical education traditionally moves outside. Teachers must contend with cold snaps and sudden rainstorms that render fields unplayable for days after skies have cleared. Either teachers must recognize in advance that classes will occasionally be forced inside during this time and must plan for this contingency, or they are forced to improvise. A second contributor to the unpredictability is the teachers' feeling that the mood of students or dynamics of the class dictated their actions. This was apparent when both Paula and Ted allowed students to have free play time prior to holidays because they felt that students would be too wound up to listen to any teaching. For instance, Ted had planned free play time the day before Halloween because he "knew" the students would be unruly. After the first two classes, he said, "Gee, the kids are pretty quiet. They're not as rowdy as I thought they would be." However, he did not change his planned free time for the rest of the classes. Jerry definitely felt the mood of students affected his planning. He said, I'm very aware of the general behavior of the kids. I'm trying to do a thing if there is a correlation between barometric pressure and kids' behavior, so I do think the weather sets them off, the darkness or whatever sets them off. I don't know but they do get sort of rowdy on overcast days...some days they get claustrophobia and stir crazy. The class mood influenced the teachers in a different way than normal student feedback, misbehavior, or skill performance, as they seemed to feel they had no real control over this aspect of their classes. Three teachers altered their teaching based upon their own mood or feeling. As previously mentioned, Jerry based some of his decisions on his mood when he walked into the gym. Ted mentioned that he would change his teaching if he became bored. Sometimes boredom makes me change. If it's Friday and I've done the same lesson seven times I might cut a comer and leave something out. Even though Paula kept track of each class' progress in her grade book or in folders, she liked to keep all her classes at the same point in a teaching progression. Therefore she taught some classes differently in an attempt to keep them even. Having to go back and repeat...I've already done it. I think sometimes I might not teach it as explicitly because I might think, "Oh, let's hurry up". ..it's just my feeling of being easier for everybody. These three teachers thus changed their plans based on their personal mood or feelings about a class or lesson that day, rather than following either their plans for the day or providing equivalent lessons for their students. The fourth factor that adds to unpredictability, according to the teachers, is the short notice given about the availability and usability of facilities. This view was expressed most strongly by Sue, who cited an example of going outside with her first-period soccer class one day only to find the custodial staff spreading fertilizer on all the playing fields. Nor did she have full use of the gym during the entire 2-week observation period. Jerry STUDY OF TEACHER PLANNING 47 was forced to end a class early one day because a guest speaker had been scheduled for the small room where he taught the kindergarteners. Sue expressed annoyance at the disruption of her classes, Jerry seemed to accept the interruptions philosophically, and Paula actually welcomed unexpected happenings as a pleasant break in the daily routine. Sometimes the situation allowed the teacher to change plans prior to class (e.g., arriving at school to discover the fields were not usable). At other times, the teachers decided to change the planned activity during class. Interactive teaching decisionsto modify plans in the middle of class were done most often due to student and teacher mood rather than the weather or facilities (unless it began to rain in the middle of class). Comparison With Previous Studies The planning of the four teachers was similar in many ways to that reported in other studies of how teachers plan. The fact that the physical education teachers did much of their planning mentally, and that written plans consisted of a brief listing of activities and equipment, confirms findings by Clark and Yinger (1979) and McCutcheon (1980). For example, Ted and Jerry had planned their entire year's curriculum but never committed the plans to paper. The subjects' concern and focus on activities, means rather than ends, is consistent with the majority of studies which have examined this aspect of planning (Clark & Yinger, 1979; Jackson, 1966; Mann, 1975; Peterson, Marx, &Clark, 1978; Taylor, 1970; Yinger, 1978; ~ahorik,1975). The teachers focused upon what students would do in the gymnasium rather than on objectives or what the students could learn. One area in which the observed behaviors of these physical educators differed from the data reported for other teachers was the amount of time spent planning. Jerry was observed spending approximately 5 hours per week planning for classes; the other teachers in this study were seen doing almost no deliberate formal planning during the day. Perhaps they spent some time in informal, mental planning or relied upon memories of past experience as classes were always filled with activities. The teachers reported very little planning away from school. In contrast, Clark and Yinger (1979) reported teachers devoting over 10 hours per week, Merriman (1976) 5 hours per week, and teachers in ~ c c u t i h e o n ' sstudy (1980) reported spending from 1 to 8 hours per week writing lesson plans with additional time spent in mental planning. Before concluding that the four physical education teachers spent very little time planning compared to other teachers, one should be cautious. In the three studies just cited, teachers' planning behavior was never actually observed; the data reflected teacher selfreports. Such reports may be accurate representations of actual time spent planning, but teachers' accounts also may be inaccurate due to faulty memory or desire to impress the investigators. When Yinger (1978) had the teacher keep a daily log of time spent doing school-related work during nonschool hours, however, that particular teacher's log showed an average of 9 hours per week of work done outside school hours. AU previous research reporting the amount of time teachers spend planning was restricted to elementary teachers. The amount of planning time spent by secondary teachers in areas other than physical education is not known. Conclusions This study provides a beginning data base on physical education teachers' field planning and confirms previous data showing that teachers do not exactly use a classical 48 PLACEK endstmeans model of planning but instead focus on the activities in which the students will participate. Is it important, then, that teachers plan by using a predetermined model? Implicit in the planning models taught to prospective teachers is the belief that somehow "good" planning (i.e., following a progression from first establishing objectives to finally evaluating) will lead to better teaching and, in the end, more student learning. How did the four teachers in this study view the relationship between planning, teaching, and learning? As a preliminary step to answering this question, it is important to identify what was occurring in the physical education classes. All four teachers' classes were basically well organized and students participated as directed by the teachers. Discipline problems were minimal; students were not throwing bean bags at each other or climbing on unsupervised equipment. Second, the teachers were not running organized programs of recreation. Balls were not merely tossed out; the students were not simply allowed to play games with the teacher observing from the sidelines. In fact, one teacher specifically stated that he was not running a recreation program. Students participated in activities to improve throwing skills, increase cardiorespiratory endurance, and learn how to serve a volleyball. All the teachers were involved with the students during the entire class period demonstrating, encouraging, praising, and correcting. The teachers were providing instruction for the students in their classes. The brief amount of time spent planning, the fact that planning basically occurred immediately prior to teaching, and the major influences on teacher planning of student behavior and practical considerations, combined with the unpredictability of environment, caused the teachers to focus on the here and now-the immediate happenings in the gymnasium, even though the ultimate aim of education is presumed to be student learning. 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