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Jennifer Dulek
development of instructional strategies and tools are key steps in designing effective instruction
(Morrison, Ross, Kalman, & Kemp, 2013). However, if the results of the instruction are not
evaluated against the instructional objectives and other training goals, the effectiveness of the
instruction will remain in question. Such evaluation may occur during the instruction, at its
conclusion, and continuing into the future, and a combination of these three sources of data can
strengthen confidence in and ability to draw conclusions and make recommendations based on
the evaluation (Morrison et al., 2013). Therefore, I have developed a three-tiered assessment
plan to outline how my course aimed at developing the ability to use active learning strategies in
the classroom will meet the needs of its targeted audience, instructors who are hired to teach at
Formative Assessment
instruction occurs, providing feedback regarding effectiveness of the materials as well as learner
progress toward identified learning objectives (Morrison et al., 2013). In order to effectively
identify such objectives as well as useful evaluation methods, a designer must first determine the
needs of the target audience. For the Active Learning training, the target audience consists of
newly-hired instructors who have worked in certain healthcare fields and have been hired to
teach within Associate-level programs at ACC. I determined the needs of this audience through
During my four years working at ACC, I have made several relevant observations
regarding newly-hired instructors within the organization. Most instructors come directly to
ACTIVE LEARNING ASSESSMENT PLAN 3
teaching from their respective healthcare fields, and do not have significant teaching experience.
A majority hold Bachelor degrees, though level of education ranges from Associate degree to
Doctorate. Recent observation and discussion with our Campus Director have indicated that new
instructors are often not familiar with active learning strategies and when introduced, are hesitant
to try them in their classrooms. However, their 90-day and annual reviews require them to use at
least some active learning in their teaching, so this is a required skill that is currently under-
When I began working at ACC four years ago, I fit the description of the new instructor
provided above, so I also based my needs assessment on my own experiences. I had very little
teaching experience, and believed that lecturing was required to be a good teacher. I was not
aware of the kinds of active learning strategies that I could use in the classroom, or how these
could help my students meet their learning goals. I also felt isolated and wished I could have
active learning address these needs of my target audience. At the beginning of the instruction,
learners are asked to do a focused listing of the benefits of active learning. This evaluation
method is aimed at the new instructors’ likely beliefs that active learning is not useful, and
assesses the affective goal of changing this belief. During the instruction, learners are directed to
review available resources for active learning, and to post to ACC’s Slack workspace under the
channels for ideas and resources; this is meant to help them generate strategies and identify
sources that they can use in their future teaching, and to assess their ability to do so. To help
learners distinguish active learning strategies and the rationale for their use, they are invited to
visit a more experience instructor’s classroom and complete an observation and reflection. This
ACTIVE LEARNING ASSESSMENT PLAN 4
formative assessment ensures that the new instructor sees what active learning looks like and
reflects on his or her readiness to teach a similar active lesson. Instruction also involves
development of lesson-planning skills using active learning techniques, and learners are required
to develop a lesson plan that integrates at least one interactive activity. Lastly, learners are to be
observed in the classroom by a peer, and then again by their Program Director or the Director or
Education, in order to assess the new instructor’s implementation and use of active learning
strategies.
One of the benefits of formative assessment is that it offers feedback that may identify the
need for remediation if a learner is not progressing as expected. Within the active learning
lessons, there are several opportunities for remediation to occur. If a new instructor struggles
with identifying the benefits of active learning, he or she may be directed to view additional
videos or even engage in discussion with an instructor who regularly uses active learning
strategies in his or her teaching. If a learner demonstrates difficulty with recognizing resources
or identifying the learning strategies observed during the classroom visit, an individualized
review of the available online materials may be necessary. Should the learner find application
and creation of a lesson or leading an active class difficult, he or she may need individualized
practice and feedback with a peer, Program Director, or Director of Education. This practice and
feedback is already built into the training and may be repeated as needed until the learner
demonstrates progress and expresses readiness to teach independently using active learning.
Through this formative assessment, important data will be collected and will be used to
collaboratively determine learners’ needs and guide remediation and instruction efforts. At each
point of formative assessment, learners will be provided with subjective and objective feedback
on their performance. They will be guided to engage in remediation if certain criteria are not met
ACTIVE LEARNING ASSESSMENT PLAN 5
at each evaluation point, and will collaborate with the instructor to identify how to improve.
Performance will be tracked to demonstrate learner progress toward overall learning objectives
Summative Assessment
Summative evaluation determines objectively how well learners have reached expected
levels of knowledge and performance (Morrison et al., 2013). This, in turn, can help designers
and administrators assess the effectiveness of a training program or course (Morrison et al.,
2013). To determine the effectiveness of the active learning training, a seven-step process may
be applied.
The first step of this process is “specifying program objectives” (Morrison et al., 2013, p.
330). This step was completed following the needs assessment described previously, and
resulted in four primary learning objectives (LO): 1) List the benefits of active learning for
students and instructors at American Career College, 2) Choose strategies and resources for
active learning relevant to topics being taught within assigned courses, 3) Distinguish active
learning strategies used in peer observation and justify their use, and 4) Develop and lead an
active learning session in an assigned course. These objectives lay the foundation for the
instruction and assessment plan, and provide sources of data and measurement.
The second step of the summative assessment process is to “determin[e] the evaluation
design for each objective” (Morrison et al., 2013, p. 330). Applied to the active learning training
objectives, this step allows for differentiated assessment and multiple sources of data. For
example, LO1 suggests a pretest-posttest approach, as learners are expected to move from being
unaware of the benefits of active learning to a point where they can list several benefits based on
the available evidence and personal experiences. LO2 suggests a one-group descriptive
ACTIVE LEARNING ASSESSMENT PLAN 6
approach, as learners begin to recognize available strategies and resources for active learning and
can locate and assess these for use in their teaching. LO3 and LO4 should be designed with an
experimental-control group, as they are aimed at measuring the ability to plan and implement a
lesson utilizing active learning strategies, and this can be compared to those who have not
instruments and procedures for each objective” (Morrison et al, 2013, p. 330). This step requires
the designer to identify key sources of information regarding each identifying learning objective,
addressing behavior, cognition, or affect. In the case of the active learning training, LO1 assesses
attitude toward active learning as it focuses on recognition of its benefits. To gather these
responses, an open-ended question will be used, allowing learners to share their own knowledge
and observations as it relates to the use of active learning. This question could be posed in
written format on a questionnaire or via an interview. LO2 requires that learners identify and
select active learning strategies that they might use in their teaching. The formative assessment
of this LO involves posting to Slack, so attainment will be directly observed and assessed for
relevance. LO3 requires that the learner observe a peer’s teaching and assess for use of active
learning, then reflect on this experience. To complete this task, the learner will use the Active
Learning Classroom Observation Tool (ALCOT; Birdwell, Roman, Hammersmith, & Jerolimov,
and a five-part, open-ended subjective questionnaire addressing items such as “In what ways did
the instructor engage students in active learning during this class?” and “What instructional
choices worked exceptionally well?” (Birdwell et al., 2016, p. 49-50). The ALCOT (Birdwell et
al., 2016) will guide the learner toward critical reflection and assessment, and will determine how
ACTIVE LEARNING ASSESSMENT PLAN 7
well he or she recognizes active learning strategies, allowing for analysis of a naturally occurring
event (Morrison et al, 2013). Lastly, LO4 will be assessed via direct observation, as a peer and
Program Director or Director of Education visits the learner’s classroom to observe active
learning strategies. This observation will also be completed using the ALCOT (Birdwell et al.,
2016), but will also include data from the Classroom Observation Protocol for Undergraduate
STEM (COPUS; Smith, Jones, Gilbert, & Wieman, 2013). The COPUS “allows observers…to
reliably characterize how faculty and students are spending their time in the classroom” (Smith et
al., p. 618), resulting in objective data demonstrating how active students are in their classroom
learning. This tool will provide a specific measurement of the instructor’s use of active learning
versus passive learning or lecture, which can be compared against others who have not been
Step four of the program effectiveness measure requires evaluation to be carried out and
all data collected (Morrison et al., 2013). This step will involve first scheduling the active
learning training and then identifying key dates where each LO is expected to have been met.
Because the summative evaluation process includes the formative assessments, these dates will
be scattered throughout the instruction, with the final observation by the Program Director using
the ALCOT and COPUS occurring once all other objectives have been met and assessments
completed.
Continuing on to steps five and six in the summative evaluation, the designer must
analyze and interpret the results from each instrument (Morrison et al., 2013). For LO1, the
designer will gather the questionnaires or notes from each interview and identify the subjective
results; this will be in the form of lists of benefits, which the designer or subject matter expert
(SME) will need to identify as being an accurate and/or possible benefit. The designer will count
ACTIVE LEARNING ASSESSMENT PLAN 8
how many responses each learner was able to identify in order to determine effect on his or her
beliefs about active learning. When analyzing and interpreting the results for LO2, the designer
will need to view posts in the Slack workspace under the channels labeled #ideas and #resources.
The designer will need to ensure that each learner posted at least one link or idea in each channel,
and that the links fit the category and are unique. The results of the ALCOT will be examined to
analyze and interpret the results for LO3 and LO4, so the designer will need to be familiar with
this tool and its subjective reports. In particular, the designer/SME will need to review the
learner’s completed ALCOT on a peer observation to determine if active learning strategies were
accurately identified and relevant suggestions given, and will need to review the ALCOT
completed on the learner to ensure that he or she demonstrated active learning during observation
by the Program Director. In addition, the designer will need to complete the training on how to
interpret the results of the COPUS, and will then be able to code and graph the results of the
Program Director’s observation against those who have not been training in active learning
techniques.
Lastly, the summative evaluation steps involve disseminating the results and conclusions”
(Morrison et al., 2013, p. 330). This will first be done with each learner individually, then with
associated Program Directors and the Director of Education. The results will also be
summarized in an evaluation report that will be provided to College Administration for review;
this may allow for the training to be expanded to all instructors at ACC or to new instructors at
Confirmative Assessment
Confirmative assessment ensures that the results of instruction have the intended long-
term results, relying on several different instruments from multiple data collection points
(Morrison et al., 2013). This allows the designer and other interested parties to confirm that
learners continue to perform well over time and that the instruction was effective (Morrison et
al., 2013). Because it is occurring outside of formal instruction, such assessment should occur in
For new instructors who complete the active learning training, the primary confirmative
assessment used initially will be ongoing and regular observation with the ALCOT and COPUS
tools. When used together, these tools allow for subjective and objective data to be collected and
analyzed, and both have been shown to demonstrate sensitivity and reliability over time
(Birdwell et al., 2016; Smith et al., 2013). The ALCOT in particular allows for the learner to
self-identify current challenges via the pre-observation checklist (Birdwell et al., 2016); this will
give him or her the chance to gain relevant and meaningful feedback through this ongoing
observation, and to partner with the observer (Program Director or Director of Education) to
guide improvement. In contrast, the COPUS will provide concrete data regarding percent of
class time where active learning strategies are utilized, offering objective information on which
In addition to these measures, information gathered from students in courses taught by the
new instructor will also provide useful confirmative assessment data. This information may be
collected via course evaluations or interviews conducted within small focus groups. Although
not specifically geared toward active learning, course evaluations may offer a glimpse into
student satisfaction with teaching through ratings on items such as “My instructor teaches so that
ACTIVE LEARNING ASSESSMENT PLAN 10
I can learn,” and “My instructor makes my learning interesting and relevant.” There is also room
for open-ended student feedback on course evaluations, and review of these comments may
indicate instructor success or difficulty with active learning strategies. Focus group interviews
with students could also elicit specific observations and feedback regarding what is working and
what is challenging for new instructors in their teaching, as well as how the new instructor uses
Lastly, instructors may engage in a formal self-report of use of active learning strategies
as a part of confirmative assessment. This will engage them directly in assessing their progress
in using these strategies on a regular basis. This may be useful because student report may be
biased (based on grades, instructor likeability, etc.), and observation using the ALCOT and
COPUS could occur on a day when the instructor has an usual lesson planned that either under-
or over-utilizes active learning, and therefore does not represent everyday practice. Self-report
would allow for subjective observation over time, and offer the instructor another way to
determine his or her current needs with regard to teaching with active learning.
Conclusion
developing a comprehensive assessment plan, a designer and instructor can gain valuable insights
into learner and design needs. A plan such as the one detailed here offers critical information to
References
Birdwell, T., Roman, T. A., Hammersmith, L., & Jerolimov, D. (2016). Active learning
classroom observation tool: A practical tool for classroom observation and instructor
reflection in active learning classrooms. Journal on Centers for Teaching and Learning,
8, 28-50.
Morrison, G. R., Ross, S. M., Kalman, H. K., & Kemp, J. E. (2013) Designing effective
Smith, M. K., Jones, F. H. M., Gilbert, S. L., and Wieman, C. E. (2013). The Classroom
618-627.