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Explore the learning factors

Although the eight learning principles outlined below may seem straightforward, a comprehensive understanding is needed to implement them successfully.

Several factors contribute to this caution. Boundary conditions make the principles relevant in some situations and not others. Interactions among the learning principles may produce unwanted effects. Oversimplification can promote undesirable consequences.

Too often in our field, we spend lots of money on interventions that have no learning benefits because we don't fully appreciate the complexities involved. Sometimes we even impair learning outcomes.

Before you implement these learning principles, we recommend that you learn more about them. And note that other learning principles are critical as well, not just the eight outlined below.

Although we cannot give you a complete understanding here, you can get a sketch of each of the eight learning principles below. To get a sense of the quality of our research, click here for our research reference list.


Click on the learning principles below
to learn more about each one.

 

Learning Principle

Percent Improvement

1. Aligning learning and performance contexts

10 to 55%

2. Providing retrieval practice and testing

30 to 100%

3. Using appropriate feedback schedules

15 to 50%

4. Prompting meaningful repetitions

30 to 110%

5. Spacing repetitions and practice over time

5 to 40%

6. Varying materials and delivery methods

not yet
determined

7. Avoiding the addition of distracting elements

25 to 50%

8. Appropriately using learning objectives

5 to 45%


Click on the learning principles above
to learn more about each one.

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1. Aligning learning and performance contexts

This discussion will be much longer than subsequent ones because it provides background on the human learning system and introduces concepts that are unfamiliar to many people.

In analyzing learning, it's vital to examine both the learning situation and the performance situation. Both have a critical role to play. In traditional instructional-design, we focus largely on the learning situation. In other words, we focus on how to get information into memory. It's just as critical to focus on how we retrieve information from memory. Information lost in memory is learning wasted. Without memory retrieval, successful performance is impossible.

Information stored in memory can be made more retrievable in a variety of ways. The method relevant to this learning principle revolves around the notion of memory cues. If I can't recall your name, you might be able to help me by giving me the first letter. You've provided me with a memory cue.

The human learning system does not work like a computer. Our perceptual system doesn't just focus on the key learning message and transfer it to memory storage. As we perceive the learning situation, we focus both on the learning messages and the background stimuli. We integrate both into our memory stores.

Because they are intertwined in our memory, if we think about the background information, we're likely to remember the associated key learning messages. If I think about my waterlogged basement, I'm likely to remember that I'm supposed to call the contractor today. If I think about the management simulation I used last week, I'm likely to remember to include my coworkers in decision making.

One effective strategy, then, is to ensure that the learning situation includes background stimuli that will also be available in the performance situation. When our learners perceive the background stimuli, they'll be much more likely to remember what they learned and use that information to perform successfully. If I go down to the basement, I'm more likely to remember to call the contractor. If the management simulation mirrors my work-day reality, it's likely that my work-day reality will remind me to include my coworkers in decision making.

Research has shown that visual stimuli, odors, noise, music, drug states, and moods can produce powerful context effects. When Mozart is played during the learning context, learners will remember more---and perform better---when Mozart, not jazz, is played in the performance context, and vice versa.

Context effects are more robust when people aren't aided in the retrieval process by other cues in their performance environments. For example, although pilots may learn safety precautions in a simulated cockpit, the alignment between learning context and performance context is unlikely to produce any real effect if their performance situation already provides them with a safety checklist they have to complete. Context effects tend to be stronger using less familiar learning materials. Context effects are more likely when contextual background cues are more salient.

The more specific the relationship between the background cues and the learned information, the more powerful the context effects. General relationships produce learning improvements in the 5 to 40% range, whereas specific relationships between the background and the targeted information prompts learning improvements in the 20% to 90% range.

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2. Providing retrieval practice and testing

Although we tend to think of tests as assessment tools and as means to promote additional study time, tests are one of the most powerful methods we have to promote the development of useable knowledge.

People in their performance situations must retrieve information from memory in order to take any sort of action. Tests that provide practice on memory retrieval can improve performance dramatically. They key is to ensure that learners practice the same---or similar---memory retrieval routes to the ones they'll have to use on the job.

The research shows that testing does not have a general facilitative effect, aside from its ability to promote studying. If you want to strengthen a particular skill or piece of information, you have to test that skill or that piece of information---you cannot just ask any questions. Recall tests are better than recognition tests like multiple choice and fill-in-the-blanks because they're more realistic and they force deeper cognitive processing. It's important to think beyond traditional notions of testing. Simulations and well-designed case studies have the same benefits as testing---they induce appropriate retrieval practice.

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3. Using appropriate feedback schedules

Feedback helps correct learner misconceptions. If a learner gets a correct answer or performs a skill appropriately, feedback will produce no benefit. Correct retrieval practice creates its own learning benefits---feedback adds nothing. But there is one caveat. If the learner guesses and gets an answer correct, then feedback could help them clear up their misconception. Thus, it may be helpful to provide feedback on incorrect answers if learners are getting lots of wrong answers. Adding praise has virtually no effect when learners get answers correct. Similarly, adding words of encouragement when learners get answers wrong produces no benefits.

Delayed feedback is generally better than immediate feedback (by 10 to 25%), except when the performance situation immediately follows the learning situation or when the correction is needed to prevent the learner from repeating a mistaken retrieval practice (it's generally not good to have learners practice and thus strengthen the wrong memory retrieval routes).

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4. Prompting meaningful repetitions

Repetition is arguably the single most powerful learning device. It enables learners to absorb information they didn't comprehend initially. It provides feedback that enables learners to correct their own misconceptions. It provides practice of already learned information.

Unfortunately, repetition has gotten a bad name because it has so often been misapplied. Repetition can be boring if not meaningful, or not varied, or not spread out over time.

When compared to no repetitions at all, initial repetitions improve learning within the range of 30 to 110%. Subsequent repetitions produce marginally increasing improvements, generally in the range of 15 to 40%.

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5. Spacing repetitions and practice over time

Spacing helps learners retain memory access to learned information over long periods of time. Spacing prompts deeper processing of the learned material and it helps prevent boredom and fatigue.

Spacing can be accomplished by introducing repetitions after a delay or by interspersing repetitions with other learning material. Longer spacings are usually most beneficial when they are logistically possible. Spacings greater than 24 hours may be especially useful, but shorter spacings are good too if longer spacings are impractical.

Because spacing primarily facilitates long-term retention, it provides very little advantage if learners will utilize the learned information immediately after the learning situation and regularly thereafter.

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6. Varying learning materials and delivery methods

When learning points are repeated, slightly varying the surface characteristics of the presented information helps to create multiple retrieval routes through memory, increasing the likelihood that the targeted information can be accessed from memory when needed.

Multiple delivery methods and other contextual variation can be especially helpful when learners' performance situations are varied or unknown. Variation in this case increases the breadth of situations that will trigger the retrieval of the learned information.

Varied presentation of learning materials provides significant benefits when repetitions of learning points are repeated within shortened time frames.

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7. Avoiding the addition of distracting elements

Adding interesting graphics, animations, or stories can hurt learning by taking learner focus away from the key learning points.

Of course, we have to keep learner interest. The key is to ensure that everything we add to our learning is relevant and is directly related to the learning points we're trying to make.

In addition to the dangers cited above, it's helpful to avoid using game-like interfaces, music, sound effects, chat rooms, hyperlinks, and database queries that don't directly and substantially support the learning points.

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8. Appropriately using learning objectives

Because objectives are intended to guide behavior---and because instructional objectives are useful for two separate audiences, learners and instructional designers---it's beneficial to write one set of learning objectives for your learners and one for your design team.

Learning objectives presented to learners have their effects because (1) they help learners focus on the most important learning material and (2) they help create a place in memory for the new information to reside.

Learning objectives are useful for learners if they are well-written and very, very, very specific. Objectives should include key words that will be used during the instruction. Prequestions can be just as effective, and may be more effective, than learning objectives written as statements. Learning objectives should be presented close to the learning event---not too far in advance that learner's forget them. Learning objectives are two-edged swords. Because they focus learners toward some learning material, they can hurt learning for other learning material.

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