Note: I made a few edits for clarity to this post, based on some early feedback.

strat·e·gy  [strat-i-jee]

noun, plural strat·e·gies.

The science or art of combining and employing the means of war in planning and directing large military movements and operations.

A plan, method, or series of maneuvers or stratagems for obtaining a specific goal or result: a strategy for getting ahead in the world.

Origin: 1680–90;  < Greek stratēgía  generalship, equivalent to stratēg ( ós ) military commander, general ( strat ( ós ) army + -ēgos  noun derivative of ágein  to lead)

Synonyms

        1. In military usage, a distinction is made between strategy and tactics. Strategy is the utilization, during both peace and war, of all of a nation’s forces, through large-scale, long-range planning and development, to ensure security or victory. Tactics deals with the use and deployment of troops in actual combat.

Dictionary.com

People who know me and follow my work know that I care about clarity of language. Without it, there cannot be real understanding and progress in education. So, it constantly irks me that people misuse the word “strategy” especially in talking about literacy.
As the dictionary definition and comment, above, states, strategy differs from a tactic in that one develops an overall strategy to achieve a specific goal, within which appropriate tactics are used to achieve that success. A third element, skill, is needed to implement the strategy and tactics. In sum:

      • Goal
      • Strategy: overall approach to using all resources to achieve goal
      • Tactics: specific “moves” designed to execute the strategy and honor the goal
      • Skills: personal abilities needed to execute the tactics and strategy and to achieve the goal.

Some people find the military meaning unhelpful or unsuitable, so let’s move it to sports: a goal is the “Mission” of the program or sport. A strategy is an overall plan for achieving the mission. A tactic is one “move” of many we will make in the game that fit with and help accomplish that strategy; specific game skills are needed for the tactics.
Let’s make a brief chart, then, of the 4 elements, for soccer:

      • Goal: play winning soccer in a sportsmanlike way (long-term), and victory on the field in this game against this team on this field today (short-term)
      • Strategy: Play for a 1-0 win since good defense wins most soccer games, and the team we are playing is stronger than we are. So, constantly push all the offensive play by the other team to the outside, and don’t let them create “space” for dangerous offense behind us.
      • Tactics: Play a 4-4-2 alignment; double-team every player with the ball from the other team in our half of the field; use our backs to overlap our midfielders to make sneaky runs to try to generate offense, play on a diagonal on defense to avoid getting burned in a fast break, etc.
      • Skills: body control to avoid being faked by opponents on defense, ability to tackle and take the ball away, quick passing, etc.

How this analysis bears on literacy.  Through the lens of such a schema, the so-called reading strategies can thus be seen to be a hodge-podge of tactics and skills, all unmoored from clear & explicit goals. It’s no wonder, then, that the use of these so-called strategies in discrete exercises often don’t yield much in the way of achievement, even though they suggest an approach grounded in a sensible analyze of what good readers do.
Here’s a typical list of “strategies” (from the West Virginia Dept. of Education web site.) I italicized the two phrases that signal the trouble:

Comprehension Strategies

Reading comprehension refers to the students’ ability to read and understand information presented in written form.  Reading is not a passive activity.  Good readers interact with text, making and validating predictions, creating questions about the characters, main idea or plot, monitoring their own understanding of the text, clarifying the confusing parts, and connecting text events to their own prior knowledge and experiences.  All teachers must teach students the comprehension skills necessary to help them understand text and be successful independent readers.

  • Think Aloud
  • Reciprocal Teaching
  • Teacher Read Aloud
  • Cloze Procedure
  • SQ3R
  • DR-TA (Directed Reading Thinking Activity)
  • Literature Circles
  • Keys to Comprehension: Questioning, Determining importance, Discussing the text, etc.

Never mind that strategy and skill are conflated – more on that, below – How is the Cloze procedure or teacher read-aloud a reader strategy? Cloze is a teacher testing strategy! Jeesh…
Here’s a more subtly-confused list, in a handout from Scholastic used widely (as judged from a Google search):

Seven Key Reading Strategies

  1. Activate Prior Knowledge
  2. Decide what’s important in a text
  3. Synthesize information
  4. Draw inferences during and after reading
  5. Self-monitor comprehension
  6. Repair faulty comprehension
  7. Ask Questions

Then the following is offered:

Strategies for Before, During & After Reading:

    • Brainstorm/Categorize
    • Predict/Support
    • Fast-Write
    • Make Personal Connections
    • Use Prior Knowledge
    • Identify Confusing Parts
    • Visualize
    • Infer
    • Skim
    • Reread
    • Question

Huh? How come there is a second, different list? And why are some of these things even here (e.g. Fast-write and Brainstorm)? Most of these so-called strategies are tactics divorced from any specific goals and strategy that would give them meaning and prioritization. (Just encouraging readers to “Visualize” is about as effective as soccer coaches yelling “Don’t bunch!”).
Clarifying each of the 4 elements for reading. Now, literacy. What’s the goal? Arguably, a key reading goal is to understand the meaning of a text that requires active understanding not mere inspection and immediate comprehension. (i.e. if comprehension were automatic, then none of these tactics would be needed.) An overall strategy for this goal is thus to draw targeted inferences about meaning while self-monitoring, since that’s the essence of what reading challenging text for understanding is and requires. Moves like “Ask questions” and “Decide what’s important” are tactics that support this strategy (and the goal of understanding challenging text). “Visualize” and “Question” are skills.  Finally, since the point of reading comprehension is to draw valid and meaningful inferences in order to comprehend challenging text, to list “Infer” as one “strategy” among many is just downright categorically confused.
Is it any wonder that students have trouble reading, if they think that reading is just applying a grab-bag of moves that differ categorically and are not prioritized by goals and situations?
The whole point of the military/athletic analogy is that there has to be a crystal-clear goal and an overall strategy for achieving it in a specific challenging situation. The athlete or student, in other words, has to not only play well but think like the coach, the general. Alas, students in reading (and most other subjects) are more or less treated as soldier-grunts who are just told what to do in each activity rather than helped to consider and understand the whole enterprise and how any single move supports it. Worse, students are typically prompted by specific sentence stems to use each “strategy” individually rather than constantly being helped to make executive decisions about which tactic to use when which is what a truly strategic decision is – see my post on autonomy.
Strategy vs. skill: a widely-cited paper. I am not the only person who feels the need to make some of these distinctions. Well-known scholars of literacy Peter Afflerbach, P. David Pearson, and Scott G. Paris wrote a widely-cited article on the difference between reading “skills” and reading “strategies” and the interesting history behind the use of the two terms in “The Reading Teacher” in 2008. After citing the confusion of terms and the interesting history behind their use, they propose to address the problem as follows:

We want to reduce the confusion. To that end, we offer an analysis that highlights the commonalities and distinctiveness of each term. Reading strategies are deliberate, goal-directed attempts to control and modify the reader’s efforts to decode text, understand words, and construct meanings of text. Reading skills are automatic actions that result in decoding and comprehension with speed, efficiency, and fluency and usually occur without awareness of the components or control involved. The reader’s deliberate control, goal-directedness, and awareness define a strategic action. Control and working toward a goal characterize the strategic reader who selects a particular path to a reading goal (i.e., a specific means to a desired end). Awareness helps the reader select an intended path, the means to the goal, and the processes used to achieve the goal, including volitional control (Corno, 1989) that prevents distractions and preserves commitment to the goal. Being strategic allows the reader to examine the strategy, to monitor its effectiveness, and to revise goals or means if necessary. Indeed, a hallmark of strategic readers is the flexibility and adaptability of their actions as they read. In contrast, reading skills operate without the reader’s deliberate control or conscious awareness. They are used out of habit and automatically so they are usually faster than strategies because the reader’s conscious decision making is not required. This has important, positive consequences for each reader’s limited working memory system. Thus, as we consider a reader’s actions, we must also determine whether they are under automatic or deliberate control. This is a key difference between skill and strategy. It is important to note that reading strategies, like reading skills, are not always successful, and a definition of reading strategies does not entail only positive and useful actions. A young reader may choose an inappropriate goal, such as reading fast to finish before peers rather than reading carefully to understand the text. Some strategies are simply incorrect ideas about reading, such as guessing a word based on its initial letter. The actions are indeed strategic; they connect specific means to specific goals but they are inappropriate and ineffective for reading. Having good intentions and trying to be strategic are good starting points but neither alone ensures that readers will decode and understand text successfully. It is the appropriateness of the goal, the means, and the path to connect them that must be negotiated in every situation in order to be strategic and successful. This is fundamentally different than a skill that is well practiced and executed in the same manner across situations.

Got that? Me neither. (The preceding was all one paragraph in the article!)
Alas, the authors ignore the distinction between strategy and tactics here in ways that come back to haunt them, I think (see below). But let’s be charitable: perhaps this is just a clarity-of-prose issue. I.e. let’s suppose they basically meant “tactic” and they want to properly differentiate intentional choice from automatic foundational skill.
However, the argument becomes questionable in the next two paragraphs, in which they provide an example to show the difference between intentional meta-cognitive “strategy” and well-practiced (second-nature) “skill”:

A concrete example may clarify the distinction. Suppose a student determines he or she has only a vague understanding of a paragraph as he or she reaches the end of it. The student wants to do something to clarify his or her comprehension so the student slows down and asks, “Does that make sense?” after every sentence. This is a reading strategy—a deliberate, conscious, metacognitive act. The strategy is prompted by the student’s vague feeling of poor comprehension, and it is characterized by a slower rate of reading and a deliberate act of self-questioning that serves the student’s goal of monitoring and building better comprehension. Now imagine that the strategy works and the student continues to use it throughout the school year. With months of practice, the strategy requires less deliberate attention, and the student uses it more quickly and more efficiently. When it becomes effortless and automatic (i.e., the student is in the habit of asking “Does that make sense?” automatically), the reading strategy has become a reading skill. In this developmental example, skill and strategy differ in their intentionality and their automatic and nonautomatic status.

The progression from effortful and deliberate to automatic use of specific actions while reading occurs at many levels—decoding, fluency, comprehension, and critical reading. Beginning readers need to associate visual patterns of letters with their phonemic pronunciations. A hoped for consequence of instruction is that students’ decoding progresses from deliberate to fluent actions. Children in elementary school, especially when reading instruction focuses on constructing meaning, learn to find main ideas, to skim, and to reread first as deliberate actions and, with practice, later accomplish the same actions with less effort and awareness. In this view of learning, deliberate reading strategies often become fluent reading skills.

Huh? Once the “strategy” is second nature, it is a skill? That’s like saying that soccer tactics and soccer skills in highly-talented fluent players are the same thing. They are not the same thing at all. A tactic is a means for achieving a goal; a skill is a foundational ability needed for ‘playing’ and using any tactic. The fact that various tactical moves become second nature doesn’t make them skills (except in the casual way in which we may describe a player as “skillful”). No matter how fluent, there is still an implicit judgment to be made about what to do when – tactics – in the use of one’s skills. In fact, even highly-skilled players make poor decisions; sometimes less-than-skilled players make brilliant tactical moves and thereby compensate for their skill deficits. And good players also may fail to execute the overall strategy in their pattern of tactical errors, suggesting that either the coach has not made the strategy clear or the player doesn’t understand it.
This is not merely semantics or soccer. The teaching of tactics uncoupled from the prioity long-term goal of helping students become autonomous decision-makers is thus doomed to fail, even if a few good tactics become second nature in the short term. This is true not only in soccer, but reading (and math, and professional development). What happens when a tactic doesn’t work? By what criteria do we choose another? This is unanswerable in the current “reading strategies” literature: the student just chooses another. Or: what happens when the strategy isn’t appropriate for the goal, even though some tactics are working? (e.g. tactics may work on each piece of text, but are woefully inefficient overall). What happens if there is no clear goal?
The upshot: students need to learn to think both strategically and tactically, with reference to self-conscious goals, in any skilled performance arena. In essence, they have to learn to think not just like a good player but like a good coach.
In the end, soccer reveals what better reading instruction needs to be: The coaching should, long term, help readers perform autonomously with a repertoire on the field. No coach aiming for such a goal will incessantly give commands as to which tactics to use at each moment. That doesn’t work in soccer and it doesn’t work in reading, though poor coaches in both arenas do it all the time.  Rather, practice must include lots of “scrimmages” where the “players” practice making decisions on their own (and de-brief which worked and which didn’t and why) – regardless of how limited their skill set and tactics toolbox; and, over time, to so internalize the coach’s perspective as to make executive decisions wisely and well.
Long-term that should result in creative tactical decisions! That’s why John Wooden, the legendary basketball coach at UCLA, once said that his aim as a coach was to be surprised by what his players did on the court – despite the fact that they were drilled incessantly in basic skills and tactics. That’s the deeper meaning of “gradual release of teacher responsibility” because there are judgments to be made by the performer – creative vs uncreative choices; effective vs ineffective choices; efficient vs. inefficient choices. Meta-cognition is essential, not optional, because the choices and reasons for them have to be grasped and considered – even if it happens sub-consciously in the expert player. (How else do you explain Larry Bird’s famous steal of the inbound pass with 2 seconds left in the NBA championship?)
By contrast, in too many instructional situations, there is no inherent need for reflection about means vs. end. The demand to use this or that “strategy” has already been made by the teacher in advance and is stated as a frame for a discrete exercise, goals are rarely discussed, and an overall strategy is almost never debated or de-briefed. It’s more like: “Today we will do a worksheet on ‘predict’ and tomorrow we’ll do one on ‘infer character trait’ and after that we’ll learn all the other strategies…” But then the student is developing neither strategy nor autonomous fluency in transfer of the tactics. Thus, the student rarely gets enough practice in decision-making about which skills and tactics to use in support of a strategy; and too little opportunity to do all four steps: set a reading goal, develop a strategy for it, use tactics consistent with it – and reflect on what did and didn’t work in terms of goals vs. results.
If everyone truly got the idea that, like the emerging soccer player, the young reader has to make autonomous decisions with increasing regularity, from a greater and greater repertoire, we would see in class what we see in soccer:  far more “scrimmages” (practice “games” under “game” conditions) of students confronting challenging texts cold, with no prompts from the teacher. (“Play the game, early and often” is the coaching mantra.)  Then, we would de-brief the results, scrimmage after scrimmage, until we felt as coaches that the learner saw the improtance of deliberate self-reflection as well as the power of wisely chosen tactics; that they got the goal, strategic thinking, and how to choose and use tactics – regardless of skill level.
The key question of strategy. Thus, the key strategy question – in reading and soccer – has nothing to do with the tactics currently found on all these lists and taught under the name of “strategy.” The key strategy question is a general overarching one: how should I best marshal all my current resources to achieve this goal in this setting?
If, for example, time is limited and the text is very difficult, what should my overall approach be? If, on the other hand, the text is easy and I have plenty of time, what should my plan be? Then (and only then) would we speak of the specific tactics to be selected and used. (Otherwise, my choice of tactics is arbitrary).
For example, if the text is difficult and the goal is to consider the arguments in the text for a larger debate, my overall strategy might be to find, by whatever means, the gist of the article and the logic of the thesis. I want to be able to summarize, at least, what the author is trying to say – even if I am a bit over my head on the technical details and the intricacies of the logic. If that’s my strategy, then, I will choose tactics accordingly: Decide what’s important and Ask Questions of the text would seem to be key tactics for achieving my strategy and goal. (Note that it is rare to find “sketch out the logic via topic sentences” as a tactic on most of these lists, despite its crucial nature in reading and writing non-fiction.)
Far too often, by contrast, students merely learn “moves” discretely, unmoored from such executive decisions – and then are at a complete loss in a cold reading when there is no teacher, no teacher scaffold, and no simplifying prompts as to which approach to take and which tactics to use. YIKES! That’s what happens when they are being tested on standardized tests!! That’s why so much test prep in reading is an error: it teaches “moves” in isolation from strategic thinking.
It ends up being bad coaching:  I’ll teach you a bunch of moves in practice, one after another, and we’ll do helpful drills on each – but you are on your own for how to decide which to use when in the “game” called the test. No wonder kids do surprisingly poorly on reading tests (which, let me remind you, always involve texts new to the student, not familiar: these lessons must be learned as transfer abilities. No wonder the hardest questions on all tests involve main idea and author purpose – see my analysis of released items here.)
True in math as well as professional development. Note that this entire argument can be easily transferred to teaching mathematics and used to explain why most math teaching is doomed to failure if it treats strategy and tactics as mere plug and chug unmoored from long-term problem solving goals (which it all too often does). Similarly, with professional development: we teach pedagogical tactics utterly divorced from organizational or personal Mission statements, course goals, and strategic plans for choosing the proper pedagogy accordingly. Is it any wonder that PD is seen as – and is in fact often – arbitrary and unjustified?
So, please: commit to using the word “strategy” more, well, strategically – whether we’re talking reading, math, or teaching itself. I promise you that you will more likely clarify your goals and develop better long-range strategic plans and tactical actions if you do.
PS: my colleague, Kristen Swanson, has provided a nice follow-up post on this, about being ‘addicted’ to the strategies/

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20 Responses

  1. I was thankful to read that that long graf gave you pause, also. Some of it may be the sheer length. As a journalist, one generally does short paragraphs; my adviser told me write longer ones.
    These writers are gurus, and the editor/readers may have given them a pass on clarity.
    The element of “surprise” is delightful. I think it will come to us readers more often as we release the readers we work with. Perhaps tied to the motivation angle you mention.
    The last two topics — test prep and professional development — interested me most.

  2. I have always been skeptical of the many people who claim to be reading experts and offer a five-point, seven-point, or ten-point plan for curing students’ reading problems. On close inspection, most plans are basically the same and students’ reading problems remain unchanged. I appreciate the way Wiggins uses clear, straightforward language to explain the fact that the words strategies, tactics, and skills cannot be used interchangeably.

  3. The analogies, both military and soccer, are quite illustrative to clarify the differences between goal, tactic, and strategies. I often find that students are using reading strategies on cue or at random, unmoored from the larger goal and scaffolded to the point where the teacher takes over the tactics (but typically doesn’t communicate it).

  4. First, I’d like to thank Grant Wiggins for writing this provocative blog-post, and thereby inviting others to think about the issue of clarity when discussing reading terms. For the record, I’m a teacher/researcher—a visiting scholar at UC Berkeley and a recently retired 3rd grade teacher.
    As I see it, there are at least three separate issues here, though others of you will undoubtedly see more and/or different issues. The first is a call for us all to be more careful with terminology—to truly distinguish between an overall strategy to achieve a goal vs. an individual tactic needed to successfully perform a strategy. In Wiggins’ view, we’ve been confusing the term tactic with strategy. Second, Wiggins questions the assertion by Afflerbach, Pearson, and Paris (2008) that when strategies are automatized they become skills. How so?, he asks when the two are fundamentally different. Third, there is an assertion by Wiggins, which seems to be an assumption, in my view, that most teachers teach reading strategies mindlessly. Here’s a quote:
    By contrast, in too many instructional situations, there is no need for reflection. The demand to use this or that “strategy” has already been made by the teacher in advance, goals are never discussed, and an overall strategy is never discussed or de-briefed.
    I’ll begin with the third issue and suggest that I find it a sweeping generalization that suggests most teachers “too many instructional situations,” never return to students’ overall reading goals—that they mindlessly bark strategic orders. While this might be true, as a thinking teacher this was a lot to swallow. It would have been useful to back such a profound and disturbing statement up with some solid research, along with citations. The teachers on my team didn’t do this; and, as district, I’ve got to say that not doing this continues to be reinforced mightily. On the other hand, it’s useful for us all to remember that from time to time we should pull a strategy out and teach it explicitly so that students get a chance to both get inside the strategy and to practice it. Baseball players practice throwing and catching balls endlessly—if my neighbor and his young son are any indication of what it takes to learn a sport. If Wiggins is correct, however, and most teachers just demand strategy use mindlessly, well, we’re all in trouble. It’s just not been my experience.
    The first issue had to do with terminology. It seems that those who’ve instructed us have confused the term “strategy” with “tactic.” The point here is that a strategy is a collection of tactics—it’s an overall approach to attain a goal. It’s useful to describe the SQ3R reading strategy, which will certainly clarify what Wiggins is talking about. In this strategy (and I will suggest it IS a strategy), when reading content material, students are encouraged to survey the text first, to get the big picture (S). Then they are encouraged to turn major headings into questions (Q) and to also look at any questions at the end of the chapter. The purpose here is to set one’s goals: to read in order to find out the answers to these questions. Then students are asked to read (R), seek answers to their questions (R/recite), and to finally review (R) their answers so as the learn the material. Hence we’ve got SQRRR/SQ3R. Yes? This sounds to me like a real strategy. Now, while doing this procedure, there are many tactics that students must undertake to “read.” They have got to make inferences, for example, make good use of their prior knowledge, determine importance (distinguish, for example, important information from interesting information), and so on. These are, according to Wiggins, tactics, not strategies. I think he’s got a point, though we might just clarify types of strategies—global strategies vs. individual strategies.
    There is another sub-point here, however, that needs to be discussed. Tactics need to be used creatively, as do strategies, and perhaps teachers don’t talk about this enough. For example, if I’m trying to find information about the life cycle of a frog, I’d hardly get a book on frogs and work my way through the entire text using SQ3R. What I might do, instead, is use the index (a creative rendition of “S”), find the part on the “life cycle” of a frog and just read it! Students need to understand this; and we need to teach it.
    Regarding the third issue, I also think Wiggins has a point, though I do agree that any individual strategy/tactic can become so automatic that it becomes as if a foundational skill. Most teachers, I think, think of skills as those things that are so automatic that they take no cognitive effort. This is what we hope for when it comes to word recognition. We want our student’s attention be devoted, at least mostly, to understanding the text, monitoring their understanding, using fix-up strategies, and so on. I think it’s fair to say that when these sorts of behaviors become commonplace and automatic, it’s easier to then concentrate on more sophisticated strategies/tactics, such as taking a critical stance (which requires a lot of cognitive energy).
    So, all in all, I think the blog-post was useful. It gave me a chance to think about what I do/say with children I now tutor (since I’ve retired from teaching), and what I write/teach from my position as a visiting scholar and educational consultant.
    The post has been useful, at least to me.

  5. Grant, you raise a critical point here. Strategies are nothing but fluffy time wasters if they’re not: 1) tied to the goal AND 2) selected independently by the reader. Once, during my first year teaching third grade, I had a student come up to me and say, “Why do I have to predict during this story? I’ve already read it!” In that moment, I realized that having students practice strategies uniformly during guided reading made no sense at all. Instead, I moved to think alouds and modeling during shared reading while allowing students to choose their own strategies during guided/independent reading. Not only did it make a huge difference in students’ ability to comprehend (per their F&P levels), but it made reading more enjoyable for most students. The language you use (goal, tactic, strategy, and skill) has clarified and refined my thinking. I’m wondering if it would be helpful to even share with students?

    • Interesting point. I’m thinking of his analogy of the soccer coach. Would a good soccer coach define these aspects of a game? Would it aid in the overall goal?

      • Actually, good coaches do this all the time. I often tell the story of my daughter’s HS coach. Every half-time talk – questions: What’s working for us? What’s not working for us? What’s working for them that we have to stop in the 2nd half? Implicit in the questions – I would now ask the coach to make it explicit – is that the answers imply a goal and strategy which hopefully was discussed prior to the game as well as in this half-time discussion.

  6. I think it all comes down to the difference between memorizing something and truly understanding it – what it does, when to use it, limitations, and so on. I also feel that this is loosely tied to creativity. We plan everything out for the students and they act like robots and do it. This is quite the opposite of successful people who go against the stream, find new ways to apply something, or make the process better by tweaking. Maybe students lack creativity and cheat because that’s what they are taught to do in class – copy the strategy and “cookie-cutter it” to the current reading passage. Sounds like cut and paste to me.
    A very thoughtful post. Maybe we as teachers should be reflecting more…

  7. Thank you for sharing your deep thoughts (and frustration). I did visualize–subconsciously. For some reason I kept seeing Russan nesting boxes with strategy being the larger box and skill the tiniest within–each skill supporting/enabling the chosen tactic and it in turn supporting/enabling the success of the overall goal: Understanding. This was a first read and deserves another, closer read while I ponder even more.
    Takeaways: What is the equivalent of repeated scrimmages in a reading class? Abundant reading and reflecting on the author’s notions. Maybe in math it’s abundant problem solving without me calling the plays, and in science it’s questioning and creative experimentation without me stepping in to make sure they’re thinking just like Newton (or Friday’s test). Question: Are there sources of literacy clarity out there in the research field? I like Kristin’s idea of sharing with students. Why not?
    Thank you, Grant, and all the other commentators, too, for stretching my thinking.

    • I think you are dead on about what scrimmages look like – I want to follow up my post on this very point with examples (which I knew were too few in this already-long post)

  8. Since we’re using sports analogies…
    A basketball coach of mine always said: “Practice doesn’t make perfect. Perfect practice makes perfect.”

    • Absolutely right. That’s the title of Doug Lemov’s recent book and he offers some fantastic advice on how to better honor that, especially in working with teachers to improve their craft.

  9. Your posting came at an ideal time. I read it last night and went into a staff meeting with my own thinking stretched and expanded by this post.
    Some of the very people that need this discussion are the district administrators that dictate to teachers that they must follow the district’s core literacy text books with ‘fidelity’. How do you view the word ‘fidelity’ as it pertains to all 4th grade (or any grade) across a large district, teaching reading or math? Can soccer coaches achieve fidelity across a league or is it up to the individual coach to ascertain the needs of the individual players as well as the team?
    How do districts decided if a teacher is school site is effective in teaching reading?. For now, this seems to be by evaluating Easy CBM PRF scores and comprehension scores. Decisions are made from this pool of data. It seems that many unilateral ‘fidelity’ decisions are made due to poor understanding of data and the concept of data-driven decision making (causation vs, correlation, etc). I think this desire to ‘prove’ that school districts are using data, the same districts read one type of data and draw conclusion that dictate a very limited & uniform set of parameters of pedagogical practice. How can we help our districts see the light and recognize how confusing the terminology has become, not to mention the needs of our students.
    I’d love to see some more ‘scrimmage’ examples as well as how we can work on ‘abundant’ practice when so many districts are mandating that we ‘cover’ the entire textbook with ‘fidelity’.

    • Great questions. I am going to follow up this post and reply to some of the many received.
      The ‘fidelity’ issue is a slippery slope to dumb coverage, IMHO. That’s its own post!
      And, yes, soccer programs, suffer from some of the same issues…

  10. El Lamar raises a great question! A colleague and I had a similar question during some dialogue. Where should the authority of the district stop and the autonomy of the teacher begin? Our dialogue revolved around a district model we put together which included goals, strategies, tactics, and skills as discussed in this post. What we seemed to agree on is that our district has mandated the goal as science literacy for science departments in the district. This means if a science teacher is hired by our district there is not any question of what their overall goal should be because the district has chosen for them. Even the strategies are starting to become less about teacher choice, for example; it is an expectation that inquiry is a teaching strategy that is maximized. From there the tactics that we deploy to help student focus on different thinking skills are up to the teacher. I use modeling as a tactic to meet the expectation of inquiry and also push the kids skills in terms of thinking. Other teachers may use something else. I am very curious to here what your thoughts are concerning where teacher autonomy should begin and where districts mandates should end. I would also say that I absolutely agree with your philosophy of a common language. Our next dialogue in fact will be how we define terms such as science literacy or inquiry. Like so many others I’m sure, our district is plagued with discontinuity of pedagogical terminology.
    Thanks again for your thoughtful post!

    • Very important issue! And I am personally in the middle of it since we have a contract to write curriculum for a district.
      I’ll reply in a post soon (though I posted a while back on the issue of teacher autonomy here.

  11. I too have been challenged to examine use of the words “strategy” and “tactic”. Teaching students to autonomously make decisions to construct meaning from text does require initial, explicit teaching of “tactics”, immediate practice, and then application to a new context (preferably a “real” piece of writing, and not a worksheet). Ongoing discussion of “what worked” and “why” is critical, along with continual reference to the goal or purpose. Every reader approaches a text differently, based on experience, purpose, interest and skill level. I look forward to your upcoming examples of reading “strategies and tactics”.

  12. Barrie Bennett offers a very good rationale of the purpose of using these terms intentionally when planning for instruction in any subject area — see his article in Marzano’s book “On Excellence in Teaching” for example. The real goal of rethinking how we address literacy development should be developing capacity in teachers. A student has no ‘strategy’ until the requisite skills and tactics are not only in place, but understood in a way that allows them to make meta-cognitive decisions about when/why/how to employ their literacy repertoire. If a teacher cannot provide learning experiences that build on a student’s ability to understand the task of interacting with text in a meaningful way, then a list of ‘tricks’ will be an inconsistently provided band-aid at best. I certainly cannot claim to know the secret to literacy development, but I do know from my own experience that each student can be given such a list or set of steps and produce a range of results that calls the efficacy of that approach into question. One thing I have begun to do differently is focusing overtly on the ‘how’ students arrived at deeper meaning and author purpose. I design activities where students work backward from that arrival to follow their own process; then they must work in groups to look at how other students arrived there and critique their own process of meaning-making. How did she get there before I did? What did I see that someone else missed? What did I know that I connected to? What could I have learned without that prior knowledge? There is a myriad of questions to be considered about each student’s process, and sharing that with each other seems to make students more reflective about how they interact with new text.
    Thanks again for an insightful read!

  13. So as a third grade teacher in Florida where Level one on FCAT equals mandatory retention, my main question concerns how to help those students that are behind at the beginning of the year and are still behind 3 weeks away from FCAT. All of the strategies and interventions have not “closed their gap”. As a teacher I feel like a failure because everything I have been taught, told,etc has not made the difference in their lives. My ultimate goal is to help them become successful readers, but I am wondering how to do this when clearly their needs are not being met.

    • Lorri. If teaching reading to struggling readers were easy there would not be a 40 year set of results that are poor! It’s not something an individual teacher can take full responsibility for, in my opinion. There has to be a school-wide culture of literacy, supported at every turn by all staff and admins.
      Alas, it is probably too late to help this year’s students. But for next year, there needs to be team commitment to reading comprehension in which, by winter, kids 1) enjoy reading, 2) have internalized 1 strategy and a few tactics for tackling challenging texts, and 3) can ON THEIR OWN identify main idea in grade-level text based on having to do it weekly. The problem is that we typically fail to do something this focused. We don’t work aggressively on getting kids to love reading and we don’t prioritize the strategy/tactics to give them a manageable set of obligations to get better at. My practical suggestion, based on looking at all the released FCAT results in ELA for the past 6 years? Concentrate on main idea – the big idea inferencing at the heart of comprehension. I will blog on this soon, using some of those items.

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