Instructional design

Instructional Design (also called Instructional Systems Design (ISD)) is the practice of creating "instructional experiences which make the acquisition of knowledge and skill more efficient, effective, and appealing."[1] The process consists broadly of determining the current state and needs of the learner, defining the end goal of instruction, and creating some "intervention" to assist in the transition. Ideally the process is informed by pedagogically (process of teaching) and andragogically (adult learning) tested theories of learning and may take place in student-only, teacher-led or community-based settings. The outcome of this instruction may be directly observable and scientifically measured or completely hidden and assumed. There are many instructional design models but many are based on the ADDIE model with the five phases: analysis, design, development, implementation, and evaluation. As a field, instructional design is historically and traditionally rooted in cognitive and behavioral psychology, though recently Constructivism (learning theory) has influenced thinking in the field.[2][3][4]

History

Origins

During World War II, a considerable amount of training materials for the military were developed based on the principles of instruction, learning, and human behavior. Tests for assessing a learner’s abilities were used to screen candidates for the training programs. After the success of military training, psychologists began to view training as a system, and developed various analysis, design, and evaluation procedures.[5]

1946 – Edgar Dale’s Cone of Experience

Mid-1950s through mid-1960s - The Programmed Instruction Movement

Bloom's Taxonomy

Early 1960s - The Criterion-Referenced Testing Movement

1965 - Domains of Learning, Events of Instruction, and Hierarchical Analysis

1967 - Formative Evaluation

The 1970s - Growing of Interest in the Systems Approach

The 1980s - Introduction of Personal Computers into the Design Process

The 1990s - A Growing Interest in Constructivist Theory and the Importance of Performance

The 2000s - Rise of the Internet and Online Learning

2010 and forward

Instructional Media History

Instructional Media History[5]
Era Media Characteristics Outcome
1900s Visual media School museum as supplementary material (First school museum opened in St. Louis in 1905) Materials are viewed as supplementary curriculum materials. District-wide media center is the modern equivalent.
1914-1923Visual media films, Slides, Photographer Visual Instruction Movement The impact of visual instruction was limited because of teacher resistance to change, quality of the file and cost etc.
Mid 1920s to 1930s Radio broadcasting, Sound recordings, Sound motion pictures Radio Audiovisual Instruction movement Education in large was not impacted.
World War II Training films, Overhead projector, Slide projector, Audio equipment, Simulators and training devices Military and industry at this time had strong demand for training. Growth of audio-visual instruction movement in school was slow, but audiovisual device were used extensively in military services and industry.
Post World War II Communication medium Suggested to consider all aspects of a communication process (influenced by communication theories). This view point was first ignored, but eventually helped to expand the focus of the audiovisual movement.
1950s to mid-1960s Television Growth of Instructional television Instructional television was not adopted to a greater extent.
1950s-1990s Computer Computer-assisted instruction (CAI) research started in the 1950s, became popular in the 1980s a few years after computers became available to general public. The impact of CAI was rather small and the use of computer was far from innovative.
1990s-2000s Internet, Simulation The internet offered opportunities to train many people long distances. Desktop simulation gave advent to levels of Interactive Multimedia Instruction (IMI). Online training increased rapidly to the point where entire curriculums were given through web-based training. Simulations are valuable but expensive, with the highest level being used primarily by the military and medical community.
2000s-2010s Mobile Devices, Social MediaOn-demand training moved to people's personal devices; social media allowed for collaborative learning. The impact from both are too new to be measured.

Cognitive load theory and the design of instruction

Cognitive load theory developed out of several empirical studies of learners, as they interacted with instructional materials.[17] Sweller and his associates began to measure the effects of working memory load, and found that the format of instructional materials has a direct effect on the performance of the learners using those materials.[18][19][20]

While the media debates of the 1990s focused on the influences of media on learning, cognitive load effects were being documented in several journals. Rather than attempting to substantiate the use of media, these cognitive load learning effects provided an empirical basis for the use of instructional strategies. Mayer asked the instructional design community to reassess the media debate, to refocus their attention on what was most important: learning.[21]

By the mid- to late-1990s, Sweller and his associates had discovered several learning effects related to cognitive load and the design of instruction (e.g. the split attention effect, redundancy effect, and the worked-example effect). Later, other researchers like Richard Mayer began to attribute learning effects to cognitive load.[21] Mayer and his associates soon developed a Cognitive Theory of Multimedia Learning.[22][23][24]

In the past decade, cognitive load theory has begun to be internationally accepted[25] and begun to revolutionize how practitioners of instructional design view instruction. Recently, human performance experts have even taken notice of cognitive load theory, and have begun to promote this theory base as the science of instruction, with instructional designers as the practitioners of this field.[26] Finally Clark, Nguyen and Sweller[27] published a textbook describing how Instructional Designers can promote efficient learning using evidence-based guidelines of cognitive load theory.

Instructional Designers use various instructional strategies to reduce cognitive load. For example, they think that the onscreen text should not be more than 150 words or the text should be presented in small meaningful chunks.[28][29][30] Design of activities to engage learners follow concepts such as chronogogy (time-lead) learning design for online education to help facilitate learning activities around learner's schedules and access behaviour on online environments. The designers also use auditory and visual methods to communicate information to the learner.

Gagné's Theory of Instruction

Gagné's instructional theory is widely used in the design of instruction by instructional designers in many settings, and its continuing influence in the field of educational technology can be seen in the more than 130 times that Gagné has been cited in prominent journals in the field during the period from 1985 through 1990.[31] Synthesizing ideas from behaviorism and cognitivism, he provides a clear template, which is easy to follow for designing instructional events. Instructional designers who follow Gagné's theory will likely have tightly focused, efficient instruction.[32]

Overview of Gagné’s instructional theory

A taxonomy of Learning Outcomes

Robert Gagné classified the types of learning outcomes. To identify the types of learning, Gagné asked how learning might be demonstrated.[33] These can be related to the domains of learning, as follows:

  1. Verbal information - is stated
  2. Intellectual skills - label or classify the concepts
  3. Intellectual skills - to apply the rules and principles
  4. Intellectual skills - problem solving allows generating solutions or procedures
  5. Cognitive strategies - are used for learning
  1. Attitudes - are demonstrated by preferring options
  1. Motor skills - enable physical performance

Types of Learning Outcomes

Gagné, & Driscoll elaborated on the types of learning outcomes with a set of corresponding standard verbs:[34]

  1. Discrimination: discriminate, distinguish, differentiate
  2. Concrete Concept: identify, name, specify, label
  3. Defined Concept: classify, categorize, type, sort (by definition)
  4. Rule: demonstrate, show, solve (using one rule)
  5. Higher Order Rule: generate, develop, solve (using two or more rules)

The Nine Events of Instruction (as Conditions of Learning)

According to Gagné, learning occurs in a series of learning events. Each learning event must be accomplished before the next in order for learning to take place. Similarly, instructional events should mirror the learning events:

  1. Gaining attention: To ensure reception of coming instruction, the teacher gives the learners a stimulus. Before the learners can start to process any new information, the instructor must gain the attention of the learners. This might entail using abrupt changes in the instruction.
  2. Informing learners of objectives: The teacher tells the learner what they will be able to do because of the instruction. The teacher communicates the desired outcome to the group.
  3. Stimulating recall of prior learning: The teacher asks for recall of existing relevant knowledge.
  4. Presenting the stimulus: The teacher gives emphasis to distinctive features.
  5. Providing learning guidance: The teacher helps the students in understanding (semantic encoding) by providing organization and relevance.
  6. Eliciting performance: The teacher asks the learners to respond, demonstrating learning.
  7. Providing feedback: The teacher gives informative feedback on the learners' performance.
  8. Assessing performance: The teacher requires more learner performance, and gives feedback, to reinforce learning.
  9. Enhancing retention and transfer: The teacher provides varied practice to generalize the capability.

Some educators believe that Gagné's taxonomy of learning outcomes and events of instruction oversimplify the learning process by over-prescribing.[35] However, using them as part of a complete instructional package can assist many educators in becoming more organized and staying focused on the instructional goals.[36]

Gagné's Influence on Instructional Design Theorists

Robert Gagné’s work has been the foundation of instructional design since the beginning of the 1960s when he conducted research and developed training materials for the military. Among the first to coin the term “instructional design”, Gagné developed some of the earliest instructional design models and ideas. These models have laid the groundwork for more present-day instructional design models from theorists like Dick, Carey, and Carey (The Dick and Carey Systems Approach Model),[37] Jerold Kemp’s Instructional Design Model,[38] and David Merrill (Merrill’s First Principle of Instruction).[38] Each of these models are based on a core set of learning phases that include (1) activation of prior experience, (2) demonstration of skills, (3) application of skills, and (4) integration or these skills into real world activities. The figure below illustrates these five ideas.[38]

Gagné's main focus for instructional design was how instruction and learning could be systematically connected to the design of instruction. He emphasized the design principles and procedures that need to take place for effective teaching and learning. His initial ideas, along with the ideas of other early instructional designers, can be summed up in Psychological Principles in Systematic Development which was written by Roberts B. Miller and edited by Gagné.[39] Gagné believed in internal learning and motivation which paved the way for theorists like Merrill, Li, and Jones who designed the Instructional Transaction Theory,[40] Reigeluth and Stein’s Elaboration Theory,[41] and most notably, Keller’s ARCS Model of Motivation and Design (see below).

Gagné's Influence on Education Today

Prior to Robert Gagné, learning was often thought of as a single, uniform process.[42] There was little or no distinction made between “learning to load a rifle and learning to solve a complex mathematical problem”.[42] Gagné offered an alternative view which developed the idea that different learners required different learning strategies.[42] Understanding and designing instruction based on a learning style defined by the individual brought about new theories and approaches to teaching.[42] Gagné 's understanding and theories of human learning added significantly to understanding the stages in cognitive processing and instructions.[42] For example, Gagné argued that instructional designers must understand the characteristics and functions of short-term and long-term memory to facilitate meaningful learning.[42] This idea encouraged instructional designers to include cognitive needs as a top-down instructional approach.[42]

Gagné (1966) defines curriculum as a sequence of content units arranged in such a way that the learning of each unit may be accomplished as a single act, provided the capabilities described by specified prior units (in the sequence) have already been mastered by the learner.[43]

His definition of curriculum has been the basis of many important initiatives in schools and other educational environments.[43] In the late 1950s and early 1960s, Gagné had expressed and established an interest in applying theory to practice with particular interest in applications for teaching, training and learning. Increasing the effectiveness and efficiency of practice was of particular concern.[43] His ongoing attention to practice while developing theory continues to have an impact on education and training.[43]

Gagné's work has had a significant influence on American education, and military and industrial training.[44] Gagné was one of the early developers of the concept of instructional systems design which suggests the components of a lesson can be analyzed and should be designed to operate together as an integrated plan for instruction.[44] In "Educational Technology and the Learning Process" (Educational Researcher, 1974), Gagné defined instruction as "the set of planned external events which influence the process of learning and thus promote learning.".[44]

Learning design

The concept of learning design arrived in the literature of technology for education in the late 1990s and early 2000s[45] with the idea that "designers and instructors need to choose for themselves the best mixture of behaviourist and constructivist learning experiences for their online courses".[46] But the concept of learning design is probably as old as the concept of teaching. Learning design might be defined as "the description of the teaching-learning process that takes place in a unit of learning (e.g., a course, a lesson or any other designed learning event)".[47]

As summarized by Britain,[48] learning design may be associated with:


Instructional design models

ADDIE process

Perhaps the most common model used for creating instructional materials is the ADDIE Model. This acronym stands for the 5 phases contained in the model (Analyze, Design, Develop, Implement, and Evaluate).

Brief History of ADDIE’s Development – The ADDIE model was initially developed by Florida State University to explain “the processes involved in the formulation of an instructional systems development (ISD) program for military interservice training that will adequately train individuals to do a particular job and which can also be applied to any interservice curriculum development activity.”[50] The model originally contained several steps under its five original phases (Analyze, Design, Develop, Implement, and [Evaluation and] Control),[50] whose completion was expected before movement to the next phase could occur. Over the years, the steps were revised and eventually the model itself became more dynamic and interactive than its original hierarchical rendition, until its most popular version appeared in the mid-80s, as we understand it today.

The five phases are listed and explained below:[5]

ADDIE Model

Analyze – The first phase of content development is Analysis. Analysis refers to the gathering of information about one’s audience, the tasks to be completed, how the learners will view the content, and the project’s overall goals. The instructional designer then classifies the information to make the content more applicable and successful.

Design – The second phase is the Design phase. In this phase, instructional designers begin to create their project. Information gathered from the analysis phase, in conjunction with the theories and models of instructional design, is meant to explain how the learning will be acquired. For example, the design phase begins with writing a learning objective. Tasks are then identified and broken down to be more manageable for the designer. The final step determines the kind of activities required for the audience in order to meet the goals identified in the Analyze phase.

Develop – The third phase, Development, involves the creation of the activities that will be implemented. It is in this stage that the blueprints of the design phase are assembled.

Implement – After the content is developed, it is then Implemented. This stage allows the instructional designer to test all materials to determine if they are functional and appropriate for the intended audience.

Evaluate – The final phase, Evaluate, ensures the materials achieved the desired goals. The evaluation phase consists of two parts: formative and summative assessment. The ADDIE model is an iterative process of instructional design, which means that at each stage the designer can assess the project's elements and revise them if necessary. This process incorporates formative assessment, while the summative assessments contain tests or evaluations created for the content being implemented. This final phase is vital for the instructional design team because it provides data used to alter and enhance the design.

Connecting all phases of the model are external and reciprocal revision opportunities. As in the internal Evaluation phase, revisions should and can be made throughout the entire process.

Most of the current instructional design models are variations of the ADDIE process.[51]

Rapid prototyping

An adaptation of the ADDIE model, which is used sometimes, is a practice known as rapid prototyping.

Proponents suggest that through an iterative process the verification of the design documents saves time and money by catching problems while they are still easy to fix. This approach is not novel to the design of instruction, but appears in many design-related domains including software design, architecture, transportation planning, product development, message design, user experience design, etc.[51][52][53] In fact, some proponents of design prototyping assert that a sophisticated understanding of a problem is incomplete without creating and evaluating some type of prototype, regardless of the analysis rigor that may have been applied up front.[54] In other words, up-front analysis is rarely sufficient to allow one to confidently select an instructional model. For this reason many traditional methods of instructional design are beginning to be seen as incomplete, naive, and even counter-productive.[55]

However, some consider rapid prototyping to be a somewhat simplistic type of model. As this argument goes, at the heart of Instructional Design is the analysis phase. After you thoroughly conduct the analysis—you can then choose a model based on your findings. That is the area where most people get snagged—they simply do not do a thorough-enough analysis. (Part of Article By Chris Bressi on LinkedIn)

Dick and Carey

Another well-known instructional design model is The Dick and Carey Systems Approach Model.[56] The model was originally published in 1978 by Walter Dick and Lou Carey in their book entitled The Systematic Design of Instruction.


Dick and Carey made a significant contribution to the instructional design field by championing a systems view of instruction, in contrast to defining instruction as the sum of isolated parts. The model addresses instruction as an entire system, focusing on the interrelationship between context, content, learning and instruction. According to Dick and Carey, "Components such as the instructor, learners, materials, instructional activities, delivery system, and learning and performance environments interact with each other and work together to bring about the desired student learning outcomes".[56] The components of the Systems Approach Model, also known as the Dick and Carey Model, are as follows:

With this model, components are executed iteratively and in parallel, rather than linearly.[56]

Guaranteed Learning aka Instructional Development Learning System (IDLS)

Another instructional design model is the Guaranteed Learning model formerly known as the Instructional Development Learning System (IDLS).[57] The model was originally published in 1970 by Peter J. Esseff, PhD and Mary Sullivan Esseff, PhD in their book entitled IDLS—Pro Trainer 1: How to Design, Develop, and Validate Instructional Materials.[58]

Peter (1968) & Mary (1972) Esseff both received their doctorates in Educational Technology from the Catholic University of America under the mentorship of Dr. Gabriel Ofiesh, a founding father of the Military Model mentioned above. Esseff and Esseff synthesized existing theories to develop their approach to systematic design, "Guaranteed Learning" aka "Instructional Development Learning System" (IDLS). In 2015, the Drs. Esseffs created an eLearning course to enable participants to take the GL course online under the direction of Dr. Esseff. See GuaranteedLearning.co for further information (2015-3-13).

The components of the Guaranteed Learning Model are the following:

Other instructional design models

Other useful instructional design models include: the Smith/Ragan Model,[59] the Morrison/Ross/Kemp Model[60] and the OAR Model of instructional design in higher education,[61] as well as, Wiggins' theory of backward design.

Learning theories also play an important role in the design of instructional materials. Theories such as behaviorism, constructivism, social learning and cognitivism help shape and define the outcome of instructional materials.

Also see: Managing Learning in High Performance Organizations, by Ruth Stiehl and Barbara Bessey, from The Learning Organization, Corvallis, Oregon. ISBN 0-9637457-0-0.

Motivational Design

Motivation is defined as an internal drive that activates behavior and gives it direction. The term motivation theory is concerned with the process that describe why and how human behavior is activated and directed.

Motivation Concepts Intrinsic and Extrinsic Motivation

Examples: Writing short stories because you enjoy writing them, reading a book because you are curious about the topic, and playing chess because you enjoy effortful thinking
Examples: The writer who only writes poems to be submitted to poetry contests, a person who dislikes sales but accepts a sales position because he/she desires to earn an above average salary, and a person selecting a major in college based on salary and prestige, rather than personal interest.

John Keller[64] has devoted his career to researching and understanding motivation in instructional systems. These decades of work constitute a major contribution to the instructional design field. First, by applying motivation theories systematically to design theory. Second, in developing a unique problem-solving process he calls the ARCS Motivation.

The ARCS Model of Motivational Design

The ARCS Model of Motivational Design was created by John Keller while he was researching ways to supplement the learning process with motivation. The model is based on Tolman's and Lewin's expectancy-value theory, which presumes that people are motivated to learn if there is value in the knowledge presented (i.e. it fulfills personal needs) and if there is an optimistic expectation for success.[65] The model consists of four main areas: Attention, Relevance, Confidence, and Satisfaction.

Attention and relevance according to John Keller's ARCS motivational theory are essential to learning. The first 2 of 4 key components for motivating learners, attention and relevance can be considered the backbone of the ARCS theory, the latter components relying upon the former.

Attention: The attention mentioned in this theory refers to the interest displayed by learners in taking in the concepts/ideas being taught. This component is split into three categories: perceptual arousal, using surprise or uncertain situations; inquiry arousal, offering challenging questions and/or problems to answer/solve; and variability, using a variety of resources and methods of teaching. Within each of these categories, John Keller has provided further sub-divisions of types of stimuli to grab attention. Grabbing attention is the most important part of the model because it initiates the motivation for the learners. Once learners are interested in a topic, they are willing to invest their time, pay attention, and find out more.

Relevance: Relevance, according to Keller, must be established by using language and examples that the learners are familiar with. The three major strategies John Keller presents are goal oriented, motive matching, and familiarity. Like the Attention category, John Keller divided the three major strategies into subcategories, which provide examples of how to make a lesson plan relevant to the learner. Learners will throw concepts to the wayside if their attention cannot be grabbed and sustained and if relevance is not conveyed.

Confidence: The confidence aspect of the ARCS model focuses on establishing positive expectations for achieving success among learners. The confidence level of learners is often correlated with motivation and the amount of effort put forth in reaching a performance objective. For this reason, it’s important that learning design provides students with a method for estimating their probability of success. This can be achieved in the form of a syllabus and grading policy, rubrics, or a time estimate to complete tasks. Additionally, confidence is built when positive reinforcement for personal achievements is given through timely, relevant feedback.

Satisfaction: Finally, learners must obtain some type of satisfaction or reward from a learning experience. This satisfaction can be from a sense of achievement, praise from a higher-up, or mere entertainment. Feedback and reinforcement are important elements and when learners appreciate the results, they will be motivated to learn. Satisfaction is based upon motivation, which can be intrinsic or extrinsic. To keep learners satisfied, instruction should be designed to allow them to use their newly learned skills as soon as possible in as authentic a setting as possible.

Summary of ARCS Model

Motivating Opportunities Model

Although Keller’s ARCS model currently dominates instructional design with respect to learner motivation, in 2006 Hardré and Miller[66] proposed a need for a new design model that includes current research in human motivation, a comprehensive treatment of motivation, integrates various fields of psychology and provides designers the flexibility to be applied to a myriad of situations.

Hardré[67] proposes an alternate model for designers called the Motivating Opportunities Model or MOM. Hardré’s model incorporates cognitive, needs, and affective theories as well as social elements of learning to address learner motivation. MOM has seven key components spelling the acronym ‘SUCCESS’- Situational, Utilization, Competence, Content, Emotional, Social, and Systemic.[67]

Influential researchers and theorists

Alphabetic by last name

See also

References

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