Montessori Teacher Training: The Calypso Paradigm
By Nancy McCormick Rambusch
Introduction
Dr. Nancy McCormick was the founder of the American Montessori Society in 1960 and is widely considered to the tireless inspiration of the second wave of interest in Montessori education in the United States during the 1960s and 1970s. In 1992, she was a member of the founding board of the Montessori Foundation.
All of us who knew and worked with Nancy remember her as she often described the parents who formed the energetic Montessori movement of the 1960s: she was “sassy, critical and articulate”.
Nancy published the following article in The Constructive Triangle, the former journal of the American Montessori Society (AMS Teachers’ Section), in the summer of 1978 (Vol. V, No. 3). We want to thank the American Montessori Society for giving us permission to republish it in the September 2007 issue of Montessori Leadership. It is included here in the archive of articles from past issues for reference by members of the International Montessori Council. Copyright remains with the American Montessori Society, and this article may not be reproduced or republished without the American Montessori Society’s permission.
We feel that Nancy McCormick Rambusch’s perspective and concerns are just as relevant today as they were thirty-eight years ago when first published. As evidence documenting the widely varying interpretations of Montessori practice continues to mount, we note a concurrent growing level of concern expressed by parents about the inconsistency that they find in educational philosophy and practice from one ‘Montessori’ school to another.
The International Montessori Council welcomes all members of the Montessori community. However, while embracing diversity, we believe that our common heritage is what Dr. Maria Montessori actual wrote, said, and did. To maintain both intellectual and spiritual integrity, we hold that the legacy of Dr. Montessori’s theory and practice, as it evolved during her lifetime, should remain the foundation of our own practice today and the standard against which our own evolving work must be measured.
The Montessori approach is not a closed book. However, it is not a blank journal into which anything can be written either. What leads us to identify our own professional identity with that of a woman who died fifty-five years ago is that her ideas formed a systems-based approach that shares the characteristics common to all important reforms: it is effective, it is replicable, it can be adapted to many different situations, and it is sustainable over time.
As Nancy McCormick Rambusch points out, a truly major concern has yet to be adequately addressed by the Montessori community. That concern is our mistaken emphasis on a limited subset of her larger ideas, such as the role of the prepared didactic materials, without preparing Montessori educators to truly understand the essential concepts of a systematic, anthropologically-based approach to observation and study of children individually and within the context of the children’s community that they form together. Equally important, Rambusch points out the vital importance of allowing children liberty (freedom from unnecessary adult intervention) to choose their work freely and to interact with one another and the prepared environment, within reasonable guidelines of courteous and responsible behavior. Rambusch argues that by ‘placing the accent on the wrong “syl-LAB-bell”, we have missed the meaning and message within Montessori’s keys ideas. She proposes some specific steps toward a new approach to Montessori teacher education.
We believe that the ideas that Nancy set forth in this seminal article deserve a close second reading by those of us who first read it many years ago, and careful consideration by those reading it now for the first time.
* The author did not add notations to demark subsections nor did she use bold font to make certain points stand out. She did occasionally print certain words and phrases in italics, which we have continued. We have added some subsection headings and bolded some words for additional clarity or emphasis.
Tim Seldin
Preface
The following preface appeared on the preceding page of the original publication:
The following article may be construed by some readers to contain criticism of existing AMS teacher training courses, of current Montessori teacher practices, and of the implementation of Montessori methodology in classrooms. We have been pleased to print Ms. Rambusch’s essay in The Constructive Triangle because we appreciate the innovative, conceptual thrust of her research. Always a prophet, she points in forceful style to what may be the road ahead for all of us. We welcome her opinions in that spirit.
Bonnie O’Connor
Chairperson, AMS Teachers Section
MONTESSORI TEACHER TRAINING: THE CALYPSO PARADIGM
By Nancy McCormick Rambusch
The history of Montessori teacher training, both in Montessori’s lifetime and after her death, is one based on an act of the heart, conversion, rather than an act of the mind, persuasion. This is a perception that has been twenty-five years in the making.
In her lifetime, Montessori’s mode of induction into her “method” was one of conversion. She spoke of the need to convert or transform both teacher and school at the same time.
The transformation of the school must be contemporaneous with the preparation of the teacher.1
Since Montessori had more immediate access to would-be teachers than to schools, she diffused her message through teacher training, which, in its beginnings, was based upon observation of and anecdotal information concerning her work.2
The ‘conversion’ mode of training was admirably suited to a person of Montessori’s charismatic personality and stature. Anna Maccheroni, one of her first followers, described her first encounter with Montessori.
It was as if I had been thirsty and had found pure water.3
The conversion mode was also congruent with the manner in which Montessori became not only the center of a ‘method’ of education but of a social movement. The roots of her dual definition were seen in comments such as those contained in a 1914 Times Educational Supplement review of Mr. Cecil Grant’s English Education and Dr. Montessori.
…to say he canonizes her is to put it mildly. He is so carried away by his zeal that he regards her as a special creation of the Providence, which ordereth all things in heaven and earth. She has been raised up by God, ‘in these last days’, after much and careful preparing of the way … to show us how simple and inevitable, yet how new and radically change-bringing, are the required reforms.4
The same journal published a comment of an “ex-official of the Montessori Society” who saw the danger of her dual definition in 1921.
A movement might be set up to introduce a method, but a method should be able to justify itself intellectually and to demonstrate its satisfactoriness with well-authenticated facts. A movement, on the other hand, makes a moral appeal and relies very largely on suasion in which the emotions are stirred.5
Suasion is perilously close to uncritical acceptance. It was the hallmark of those of Montessori’s followers who sought discipleship. Published versions of life with Montessori used expressions like “cenacle” or “faithful band.”
The little band of women, living, and working with Montessori, Dorothy Canfield Fisher compared to nuns about an adored Mother Superior.6
The conversion model is powerful in the hands of a true prophet. As long as Montessori lived, it was the model for the diffusion of her ideas and practices, and as such, it permeated teacher training. In retrospect, it is clear that Montessori might as well have awarded a chasuble as a diploma to many of those who completed a training course under her direction.
After Montessori’s death in 1952, there were two groups who could make no further claim on the conversion model. One group, her son and other close followers, was the Association Montessori International (AMI); the other, those who came to Montessori’s ideas as “method” rather than “movement” because they had not known Dr. Montessori in life. Neither of these groups was able to establish convincingly the conversion model of teacher training, although some in each group tried.
Persuasion or appeal to reason seemed a surer strategy to the young American parents of the late 50’s and 60’s believed in Montessori’s ideas. As strong as the appeal to reason in Montessori education was its appeal to the lived experience of these parents who sought a match between their aspirations for their children and an education which would represent those aspirations. Such was the exclusive nature of these parental aspirations in the beginnings of the American Montessori movement, that John McDermott, professor and student of American philosophy, accused it of foreclosing the larger community. Thus did the vision of Montessori come to depend upon those willing to implement it in America, in a particular way. Had this group of “sassy, critical and articulate” parents had a larger vision, there would have developed a greater variety of American versions of Montessori’s method, and a greater acceptance of it.
When young Dr. Montessori visited the Hospice de Bicetre in Paris, at the turn of the century, she went in search of the practice that her French inspirer, Eduoard Seguin, had initiated there fifty years earlier. She was dismayed to find the pedagogy widely discrepant with her understanding of Seguin’s original text.
Like Seguin, who developed much of the apparatus, which Montessori modified, Montessori recognized that the apparatus was merely the occasion for the child’s awakening to learning, not the cause.
We must know how to call to the man, which lies dormant within the soul of the child. I feel this intuitively and believed that not the didactic material but my voice which called to the children awakened them, and encouraged them to use the didactic material, and through it, to educate themselves.7
Seguin had perceived the preparation of teachers as the most critical aspect of his work. What Montessori saw in Paris was both a shift in emphasis within Seguin’s method and a difference in interpretation from what she perceived as Seguin’s intention.
At the Bicetre, where I spent some time, I saw that it was the didactic apparatus of Seguin, far more than his method, which was being used although the French text was in the hands of educators.8
Although Seguin was constantly quoted in all of the publications dealing with institutions for deficients, the educational applications described were quite different from the applications of Seguin’s system.9
Seguin’s method, in Montessori’s view, had been lost by his disciples. This insight could have proved instructive to Montessori.
Had Montessori been more aware of the fate of educational theorists, she would have been less surprised in the changes wrought in Seguin’s method over time. McDermott, as one of the founders of the American Montessori movement, stated the case for a reexamination of Montessori in the same terms as one might have done for Seguin.
It is so strange that Montessori is in need of updating when no philosopher of education has ever developed more than a handful of practical suggestions which were instituted beyond his own historical period?10
When, in 1963, McDermott took a look at the direction that the American Montessori movement was taking, he raised questions, which proved to be of methodological import. In penetrating Montessori’s original insights, McDermott questioned the parochial interest of affluent Americans in only one version of Montessori education, and in one which excluded those children for whom Montessori’s vision seemed most relevant.
A presentation of the Montessori position in its generalized fundamental contentions will prove revealing … Montessori is important for precisely those youngsters who are in need of personal development at an age prior to their complete submission to hostile surroundings.11
He further questioned the notion of the “supranational” child, which absolved its believers from a willingness to address the specific concerns of American culture.
The contentions of the traditional Montessorians about the universal similarity of children for purposes of education display a basic naiveté about the extraordinarily powerful and irreducible interrelationships between a culture and the child’s development of a modality of consciousness.12
McDermott suggested that if all the American Montessori movement aspired to was a “private history”, then it could continue to ignore the ways in which growth and change occur in America … Of particular significance for the American scene is the tradition of public education and the needs of an egalitarian-oriented society.13
McDermott demonstrated that while the mechanics of organizing a national movement were engaging the time and attention of a small band of committed zealots, the larger questions concerning the “method” remained as unaddressed and unanswered as they were in Europe.
Montessori had attempted a synthesis of physical anthropology and pedagogy, a science of education, which she called “pedagogical anthropology.” The first and most important statement of her work appeared as The Method of Scientific Pedagogy applied to the Education of Young Children in the Case dei Bambini. This book, written in 1909, appeared in English as The Montessori Method. It contained Montessori’s educational philosophy.
… if we make of the teacher an observer, familiar with the experimental methods, then we must make it possible for her to observe and to experiment in the school. The fundamental principle of scientific pedagogy must be, indeed, the liberty of the child—such liberty shall permit a development of individual spontaneous manifestations of the child’s nature.14
Montessori used the pedagogical methods she devised,-an amalgam of intuition, information and observational acuity,-to watch children act on their environments. She focused particularly on the interaction of children with the standard assembly of her didactic materials. Critics of Montessori tended to see her method as “nothing but the didactic apparatus.” Sheila Radice, writing of Montessori to an English audience, suggested that Montessori was far more than this.
To critics who complained that Montessori reduced the world of the child to nothing but the didactic apparatus, Radice replied that ‘no one can continue to nurse this absurdity who meets this clever, sensible woman-doctor and woman of the world face-to-face, who has listened to her terse summings -up and trenchant criticisms, and noted her kindly, sympathetic, assured manner and the occasional deprecatingly humorous glance of her dark, far-seeing eyes.15
The critical features of the Montessori “method”, as Montessori presented it, were observational acuity and an attendant sensitivity to the spontaneous manifestations of individual children, exemplified by their interactions with the prototypical materials, which she had devised as information models. In translating or transposing Montessori pedagogy across space and time, the critical variables in her “method” would be the capacity to observe and the ability to use observation as the basis for advisement in helping a child move from where he is to where the culture intends him to go. That there were many ways to achieve this goal was apparent from Montessori’s willingness to respond to every spontaneous manifestation of every child in every culture.
The Montessori training I received in London under the auspices of the AMI in 1954 consisted of lectures containing short anecdotes of Montessori’s life and long dictations of the sequences of Montessori’s didactic apparatus. Such “training” was an inadequate reflection of Montessori’s thought and a dysfunctional translation of that thought into pedagogy.
The focus of the training was the manipulation of the didactic material. The material was divided into categories of Practical Life or self-mastery, Sensorial Education and the Indirect Preparation for Academic Learning. Lecturers in the course, like Claude and Francesca Claremont, illustrious stars in the tiny Montessori firmament, presented the didactic material in the context of anecdotal information about Montessori’s life and thought. The materials were not discussed in terms of the concepts they, encapsulated. They were offered as quasi-magical mechanisms, through which children would prehend sensorially what others struggled to comprehend cognitively.
Each of the students in the course was expected to make a series of Albums of all the didactic materials and to write out, from dictation, the sequences of highly ritualized steps of each of the “presentations”. In the many evenings spent in the course, fully three-quarters of the time was spent in taking dictation.
The reason for copying from dictation the procedures to be used in the presentation of didactic material had its origin in Montessori’s remembered experience. Montessori described the catalytic effect that meditation on the works of Itard and Seguin had had on her “method”, when she copied their works by hand, translating them into Italian.
Having through actual experience justified my faith in Seguin’s method, I withdrew from active work among deficients, and began a more thorough study of the works of Itard and Seguin. I felt the need of meditation. I did a thing which I had not done before, and which perhaps few students have been willing to do. I translated into Italian and copied with my own hand, the writing of these men, from beginning to end, making for myself books as the old Benedictines used to do before the diffusion of printing.
I chose to do this by hand, in order that I might have time to weigh the sense of each word, and to read, in truth, the spirit of the author.16
Montessori’s own education had been one of ceaseless memorization. The Italian schools from primary through university level demanded uncritical regurgitation of received subject matter. Kramer suggests that the two methods of learning most employed in the schools of Montessori’s time were “drill and more drill.”17
The teachers’ work consisted in overseeing the performance of required exercises by pupils. The school system was not one that did much to develop or encourage imagination. Montessori’s secondary education was very like her primary.
There was a syllabus to be taught in every subject, and most teaching was by means of the printed text only, which pupils were required to memorize and repeat. It was heresy to dissent in any way from the ideas as presented in the syllabus.18
Her medical school experience was yet another example of the same pedagogical strategy.
The university existed primarily to administer examinations, a highly ritualized set of hurdles marking the progress of the student toward his diploma, and he could prepare himself or them as he saw fit as long as he reproduced the required answers,-all of which could be found in his lecture notes.19
The point to be made concerning Montessori’s school experiences is not that she transcended them in her own creative, imaginative thought, but that she incorporated them into the diffusion strategy of what came to be called her “method.” By insisting that students master the intricacies of each of a series of prototypical materials, which she had developed, and then commit to memory the ritual for demonstrating each of them, Montessori had devised a way of exporting a discernibly different educational strategy around the world. It was one which could be overseen by those far less gifted than she.
As Montessori moved from the center to the periphery of her world, she revealed her emergent concerns and speculations to her disciples. As Montessori materials moved from the center to the periphery of her world, there was little thought that her disciples would have concerns and speculations relating to the “method.” There seems to have been little change in the training after Montessori’s death.
The (London) training offered by the AMI was similar in content to that offered during Montessori’s lifetime. Bereft of her genial presence, much of it made little sense. The principal focus of the training was the provision of structured experiences with an array of `didactic apparatus” which Montessori. .. had developed and which was to her `method’ what Froebel’s Gifts and Occupations were to his. A secondary focus was on the transmission of Montessori folklore and myth in the form of anecdotes of Montessori’s life and work, which were delivered with the reverence and solemnity usually, accorded scripture. Since none of the didactic apparatus was demonstrated with children present, students had to imagine what child responses to it would be. They also needed to ponder what all of it might mean in the context of their own culture-specific educational settings.20
When Betty Stephenson embarked to conduct the first American training course, her reticule contained the standard store of anecdotes about Montessori’s life, repetitious statements from Montessori’s written works and a standard set of the Montessori didactic apparatus. This was the core of the Montessori teacher training. It was completely a-contextual, based on the assumption that children the world over were more alike than different. This training was, after all, the best that any of Montessori’s disciples could offer in lieu of her living presence. The manipulation of the ritual objects of Montessori pedagogy was the core of the teacher training. It was what Montessori had, in fact, disseminated as training in her lifetime, but then such manipulation was situated in the rich context of her living and evolving thought.21
I never knew Montessori. I met her cenacle of disciples shortly after her death. I worked for almost ten years with the group surrounding her son, Mario. In this group, discussions on the relevance of her thought or apparatus were never entertained. It was assumed that the entire corpus of her work was beyond challenge. In light of this, McDermott’s 1963 question concerning the need for Montessori to be updated beyond her lifetime, like every other educational philosopher, was considered impertinent in the extreme.
Methodological questions raised were not resolved. Dewey’s difficulty with Montessori’s apparent insistence that a child’s enactment with the didactic apparatus automatically elicited understanding was one such question.
(The Montessori) demand is for materials which have already been subjected to the perfecting work of mind … That such material will control the pupil’s operations so as to prevent errors is true. The notion that a pupil operating with such material will somehow absorb the intelligence that went originally into its shaping is fallacious.22
Montessori had standardized part of her message so that it could be transmitted around the world with minimal distortion. Her materials, she argued, could be used effectively anywhere in the world, if they were used according to prescribed rubrics. Montessori’s contention that all children were more alike than different translated into the universal applicability of her methods. However, her diffusion strategies and those of her disciples gave rise to a teacher training phenomenon which can be called “the Calypso paradigm”, or putting the accent on the wrong syllable.
Outside the American Montessori movement, concern was expressed at the direction taken by Montessori’s American followers. In 1964, J. Mc.Vicker Hunt, an American psychologist who had come to know Montessori through a Swedish colleague, argued that in any “revisitation” of Montessori, one needed to beware of cultishness and its consequences.
There may be another aspect to the danger of cultishness. (This is the) danger of standardizing the ways in which each child is supposed to utilize the various didactic materials … Various people have complained about Montessori teachers who insist that each child must pass through each of a set of prescribed steps of work with each kind of material … Such insistence loses the basic advantage of breaking the lock step of having all children doing the same thing at the same time, by demanding that all children do a series of things with each kind of didactic material … The basic pedagogical implication of individual differences is missed, and children lose the growth-fostering measure of following their own predilection in their informational interaction with the environment.23
David Elkind, an American explicator of Piaget, reiterated Hunt’s concern twelve years later.
(Montessori) believed that teachers have to watch how children use materials as clues to how materials should best be presented. It is important to emphasize this point, because some of Montessori’s followers have rigidified her teaching practices to the point where children are allowed to use materials only in prescribed ways.
This is contrary to the spirit of Montessori teaching, which is to allow children to experiment on their own, and to take clues for teaching practice from children’s experiences.24
One might ask how it was that both Hunt and Elkind were able to see as Montessori’s original insights something that those calling themselves Montessorians had missed. The answer is simple. Hunt and Elkind approached Montessori as Montessori had approached Seguin. They read the “text” and they saw the practice. They found that text and practice were discrepant.
What had happened in the diffusion of the Montessori “method” as didactic apparatus was that the apparatus had become the centerpiece of the method in an inflexible way. What Montessori professed concerning the respect for the child’s spontaneous manifestations with materials had been lost. The way in which the teacher presented a piece of material was seen as the model for the way in which the child operated on the material. This was not Montessori’s intention. It had become Montessori practice because those trained in the “method” had not been trained in observation and the attendant sensitivity to divergent child response.
The first American Training Course in 1958 was a replay of the European training. The training was a reflection of the vision and capabilities of the Montessori emissary. There was no systematic training in observation offered in the course. In lieu of this, there was a strong exhortation to the students that they learn to observe. How they were to do this was and remained unclear. Frustration mounted as one read in The Montessori Method that:
In the giving of lessons, the fundamental guide must be the method of observation in which is included and understood the liberty of the child.25
What emerged as the core of the American training was the didactic apparatus, presented by adults and used by children in an identical way.
The inadequate grasp of Montessori’s thought by those disciples sent to establish training programs was masked in the early years of the American movement by the focus placed upon the didactic apparatus as the center of the training. Small wonder that terror was struck into the hearts of Montessori practitioners whenever a McDermott or a Hunt would insist that the materials should not be considered “sacrosanct.” The notion that one might organize a Montessori school, true in spirit to Montessori, without any Montessori apparatus was thought laughable by Montessorians heavily dependent on the apparatus for their definition of the “method.”
The disparity which Montessori had observed between Seguin’s method, as he expressed it, and its codification by those disciples who carried on after his death, was becoming evident in her own method.
The American Montessori Society began to accredit courses in Montessori teacher training in 1963. In that year, the joint AMS-AMI Course was held for the last time. What is clear, in retrospect, is that the message of Montessori’s closest disciples, brought to America to provide the foundation for the American training, was flawed. The people who had spent their lives with Montessori missed the point of what she had been talking about for years, at least as far as training was concerned. Perhaps they were so attentive to her person, that they missed her message. Whatever the explanation, it is interesting to speculate on the possibility that Montessori herself understood, years before she died, how difficult it would to be to transmit her real message to her followers, and so settled for less. Clearly, these “happy few” failed to communicate what Montessori knew her message to be. Her failed message became the basis for American training. The failed message was the emphasis on didactic material at the expense of observation.
What the first years of American Montessori training demonstrated to me, who had been trained in the inadequate European model, was the importance of its achieving parity with American Early Childhood teacher preparation. This would prove a necessary condition for the diffusion of Montessori education in the culture.
An enormous amount of time and energy was spent in the early years of the American movement in fruitless palaver with Mario Montessori and the AMI. Attempts to persuade them of the importance of teacher professionalization fell on deaf ears. Over time, it became apparent, that the AMI saw the diffusion of Montessori’s ideas as solely a phenomenon of conversion. In 1963, the American Montessori Society severed the transatlantic umbilical cord that connected to Amsterdam, the headquarters of the AMI and the putative world center of Montessori education. In McDermott’s opinion, it was not a moment too soon.
… the American professional community finds it difficult to see why such long distance control has to be exercised over a movement devoted to specifically American educational needs.26
As the American Montessori Society expanded and became institutionalized, it developed a Teacher Training Committee, charged with the evaluation and management of Montessori training. The group was comprised of persons heading already “approved” training courses. It was doubtful that a re-examination of Montessori’s original insights would come from them.
In the training programs sponsored by the American Montessori Society, attention is paid to Observation or Child Study, two names for the generic enterprise of looking at children in the demonstration class during the introductory summer phase of training and hoping to God to see “something.” Techniques of observation are introduced, but it can be stated confidently that, in the subsequent internship year, the practice of observation is not characterized by Montessori’s quality of concern nor by Hunt’s or Elkind’s sophistication of instrumentation.
Because the didactic apparatus is at the center of the training, it provides the most usual and comfortable point of departure for observation in a Montessori pre-school environment. A typical observation activity is the checking of individual children’s activity against a list of didactic apparatus. Such a list offers little help in discerning an individual child’s “spontaneous manifestations,” since such activity is often forbidden or ignored. Granted, observation is a difficult task. Hunt suggests:
… It is not easy to teach (observation) to teachers. Those who have attempted to do so have commonly fallen back upon metaphors and similes for their communication.27
The Calypso paradigm may be seen at work again in the way in which observation is dealt with in the Montessori class. The recording of a child’s use of the ritual objects of the “method” is different than a look at the child, according to the “method.”
The method of observation is established upon the fundamental base, the liberty of the pupils in their spontaneous manifestations.28
The codification of teacher training through the AMS has been in the direction of further specification of materials, their extensions and variations rather than in the direction observation. Hunt suggests that:
If a teacher can discern what a child is trying to do in interaction with the environment, and if that teacher can have on hand materials relevant to that intention, if he can impose a relevant challenge with which the child can cope, supply a relevant model for imitation, or pose a relevant question that the child can answer, the teacher can call forth the kind of accommodative change that constitutes psychological development or growth. This sort of thing was apparently the genius of Maria Montessori.29
Part of the present state of Montessori teacher training derives from the fact that although Montessori spoke of the necessity for teachers to acquire observational skills, she did little to train them, after an initial, abortive attempt to use the tools of physical anthropology.
Montessori acknowledged her great pedagogical debt to Jean Marc Gaspard Itard, her medical inspirer.
Itard was perhaps the first educator to practice the observation of the pupil in the way in which the sick are observed in hospitals.30
She exhorted her hearers at the University of Rome in 1913 to consider that as teachers:
our only book should be the living individual; all the rest taken together, (i.e., theoretical knowledge) forms only the necessary means for reading it.31
Montessori posited the necessity of teachers being “trained” in observation.
To observe it is necessary to be ‘trained’ and this is the true way of approach of science …32
She then moved quickly to how the “trained” observer would behave.
He who has been `trained’ to see begins to feel interest, and such interest is the motive power which creates the spirit of the scientist. As in the little child, internal coordination is the point of crystallization round which the entire physical form will coalesce, so, in the teacher, interest in the phenomenon observed will be the center round which her complete new personality will form spontaneously.33
Montessori insisted that the teacher prepare herself, not by means of content, but by means of the “method”, which is observation.
The fundamental quality is the `capacity’ for observation, a quality so important that the positive sciences were also called `sciences of observation’, a term which was changed into `experimental science’ for those in which observation is combined with experiment. Now it is obvious that the possession of senses and knowledge is not sufficient to enable a person to observe; it is a habit which must be developed by practice. 34
A new type of mistress has been evolved; instead of facility in speech, she has to acquire the power of silence; instead of teaching, she has to observe . . ,35
I retained as the only essential (of my work), the affirmation or rather the definition of Wundt, that ‘all methods of experimental psychology may be reduced to one, namely, the careful recorded observation of the subject.’36
In the giving of lessons, the fundamental guide must be the method of observation, in which is included and understood the liberty of the child. So, the teacher shall observe whether the child interests himself in the object, how he is interested in it, for how long, etc., even noticing the expression on his face… .37
How are teachers to become observers? Certainly one may not merely exhort them to look at children, Montessori would argue, although in fact that appears to have been what she did.
We cannot create observers by simple saying ‘Observe,’ but by giving them the power and the means for this observation, and these means are procured through education of the senses .38
Montessori saw in the anthropometry of her time, a possible instrument for the training of teachers in observation. She proposed a method:
… starting from an individual (which) would be decidedly original, very different from other methods which preceeded it. It would indeed signify a new era …based upon anthropology. 39
Montessori used a general definition of Anthropology as the science or study of man. A specific definition of it included observation. To Montessori, the determining factor in anthropology was “the same that determines all experimental science, the method.” 40
The content bursts upon us as a surprise, as a result of applying the method, by means of which we make advances in the investigation of truth. 41
It is our duty to read the truth, in the book of nature. (I) by collecting separate facts, according to the objective method; (II) by proceeding methodically from analysis to synthesis. The subject of our research is the single human being. 42
We need method and a mental preparation, that is a training which will accustom us … to become simple instruments of investigation. 43
We shall become anthropologists only at the moment we become investigators of living human individuals. 43
The originality of Montessori’s “method” of Scientific Pedagogy was due to the use of anthropology as its base. Its concerns and hers, in her time, were congruent. Frederick Gearing, a pioneer in the use of ethnography in educational settings, suggests that
historically anthropology and education studies have usually sought to have some impact on human practice,- principally an impact on the schools … the most instructive early career is that of an adoptive colleague, Maria Montessori.
She was half scientist and inquirer, half mystic and prophet … At all crucial points, she acted like an anthropologist, in her insistence that the human animal learns not with tongue and ear and brain alone but with all its parts, not through transactions between adult and child alone but through interaction with the total physical and human environment …She insisted that however ‘true’ (processes of cultural transmission as prevailing patterns might prove to be) there must be ethnography, that one must see the general in the rich, particularized detail of good ethnography. She required this disciplined constraint of herself and even insisted that the workers in her schools …incessantly do ethnography.
She has been described as ‘the woman who looks at children as a naturalist looks at bees. 45
Gearing looks at Montessori’s environmental design in relation to her ethnographic emphasis.
She structured classroom environments mainly in the form of a cafeteria-like array of ‘didactic apparatus’ among which the child moved, selected, manipulated. But her main task and her teachers’, was ethnographic; to watch what the children did. When it became evident that an item was not working for the child, the task was then to devise some modification or some alternative device, on the spot, or later if necessary, and the new device, in turn, became part of the cafeteria. 46
Like Hunt, Gearing saw the task of Montessori’s teacher as one of observation leading to the revisioning of the child’s needs.
What is ethnography, according to Gearing? It is
the art and discipline of watching and listening and of trying to inductively derive meaning from the behaviors initiated by others. 47
Montessori as anthropologist proposed a new way of educating children, observation coupled with the willingness to be advised by it. Montessori modeled this behavior in her lifetime. Although her desire was to have those trained by her become effective observers, she was not able to provide them with the tools necessary to accomplish this. The anthropometric charts which appeared in Pedagogical Anthropology and The Montessori Method represent her intentions with respect to a fully formulated strategy for observational training, not the strategy itself. The strategy never materialized.
The ethnography of which Gearing speaks is an enterprise involving data collection and analysis. Its purpose is this.
The task of ethnography is one of setting down the meanings particular social actions have for the actors whose actions they are and stating, as explicitly as we can manage, what the knowledge thus attained demonstrates about the society in which it is found …48
One of Montessori’s contemporaries, Emile Durkheim, would argue that her desire to focus on the particular in order to illuminate the general was a very sensible strategy.
… when one comes in contact with social phenomena, one is surprised by the astonishing regularity with which they occur under the same circumstances. 49
What Montessori was proposing as her “method” of Scientific Pedagogy derived from her recognition that the observational strategies of the adult would dictate all subsequent pedagogy. If her words concerning observation went largely unheeded by those who surrounded her, so did those concerning the liberty of the child.
Montessori was no breeder of social anarchy. She never suggested that children be permitted to behave in any way they liked. It was clear that her norm in any situation or any culture was one of what she called “good breeding.” She emphasized the need for respecting children according to whatever cultural norms constituted the “best.” Like Dewey, she envisaged schools reflective of what “the best and wisest parents” wanted for their children.
Montessori described the well-ordered environment in this way:
The pedagogical method of observation has for its base the liberty of the child, and liberty is activity. . . . The liberty of the child shall have as its limit the collective interest; as its form, what we universally consider good breeding, We must, therefore, check in the child whatever offends or annoys others, or whatever tends toward rough or ill-bred acts. But all the rest-every manifestation having a useful scope-whatever it be, and under whatever form it expresses itself, must not only be permitted, but must be observed by the teacher. Here lies the essential point. From her scientific preparation, the teacher must not bring only the capacity, but the desire, to observe the phenomena. In our system, she must become a passive much more than an active influence, and her passivity shall be composed of anxious scientific curiosity and of absolute respect for the phenomenon which she wishes to observe. The teacher must understand and feel her position of observer; the activity must lie in the phenomenon. 50
Once the environment had been delineated socially by the teacher and the child knew what the social boundaries were, Montessori presumed that the child, in interaction with the environment, would be left free to explore. This is the reading of all of Montessori’s recent American critics. This is the heart of Montessori’s message.
What a retrospective glance at the past two decades makes clear is that a teacher training enterprise centering on the manipulation of materials was a great deal easier to manage than one built on as complex a conception as Montessori’s notion of observation. In the attempt to simplify an explanation of Montessori’s “prepared environment”, her disciples prevented its occurrence. In place of Montessori’s view, there developed one of the teacher as respectful and silent, establishing an environment in which children were exposed to the standards and constraints of good breeding, but one in which the manipulation of the didactic materials was no experiment. The child was enjoined to repeat literally the presentation offered him by the adult. The issue of adult adjustment or modification of the material in light of the child’s reaction to it was simply not joined.
The didactic apparatus was able to travel well and far in Montessori’s persuasive hands. Through it, Montessori was able to standardize certain aspects of her pedagogy. But, the materials were not the method. The method was observation. The materials were catalytic agents for the emergence of particular kinds of child responses, to be acted upon by the teacher. Such responses could not be predicted.
After Montessori’s death, those succeeding her failed to distinguish between the ways in which adults were trained to manipulate the apparatus in order to understand its encapsulated concepts and the way in which they were to permit children to manipulate it, given the latter’s need to experiment with it. The English Montessori disciples, those missionaries who came to America and many of the Americans trained in the “method” shared the erroneous assumption that the way in which an adult demonstrated the material was the way in which the child should operate on the material. It became common to find Montessori classes in which children were permitted only to the behavior with the material that had been shown them by their teacher.
A way to look at a child’s interaction with his environment is as a model involving three successive, yet overlapping steps: 1) Exploration, wherein a child involves himself in an experience, 2) Consultation, wherein a child seeks additional information after the limits of the experience are reached by him, and 3) Improvisation, wherein he combines the new-found information he has derived from Consultation with that he started with, creating new information. John Ciardi calls creativity “the recombination of known elements into new patterns.” This is what a young child does constantly in his efforts to invest his experiences with ever greater meaning. This model of experience is entirely child-managed. Were one to compare this model with that of the typical adult-managed Montessori materials presentation, one would find an adult-managed model allowing little room for the child’s investment in his own definition of the experience. The Montessori model has three steps:
1) Presentation or Demonstration, wherein the adult shows the child how to manage the material and interact with it. 2) Imitation, wherein the child copies the adult’s manner of interaction with the material and 3) Repetition, wherein the child repeats the imitation of the adult presentation. Although a child will tend to improvise in his successive attempts to enact with the material, the strict rhetoric of Montessori ritual behavior with the material precludes this. A corollary of the “strict” constructionist manner of working with any piece of the Montessori apparatus is the notion that that piece of apparatus may be placed only in an invariant sequence of materials. Thus are many children prevented from working with the materials, unless they follow the “approved” sequence.
Hunt and Elkind maintain persuasively that the point of the Montessori apparatus is lost at the moment that the child is no longer free to invest it with his own definition, but must accept the “ready made” definition of the teacher. So strong is the presumption that the child who does not follow the “approved” sequence of materials will not learn correctly, that many a child in a Montessori setting is short-circuited in his attempts to remove materials, out of sequence, from the display shelves. It is very common to find teachers redirecting such a child to work deemed more appropriate to the child’s perceived level of competence. This short-circuit phenomenon gives the child a mixed message. Although materials are on the shelves to be used, one may not learn what one has not been “shown”. Ought one wonder that American Montessorians are criticized by those astute enough to discern Montessori’s original intent?
The consequence of such behavior is inevitable.
When stagnation is the inevitable consequence, reform is the inevitable response.51
A New Format For Montessori Teacher Education
Once teacher training is seen as dictated by a revisitation of Montessori’s original thought, the challenge of devising a new format for it is clear. What might an imaginatively conceived Montessori teacher training program look like?
The content of the typical Montessori training program has changed relatively little in the past two decades (Editor’s note: remember this was written in 1978). What has changed is the emphases accorded the various foci of the program, with Methods and Materials and Montessori Philosophy holding pride of place more often than any other areas of the curriculum.
A new look at training will require that observation and child development occupy larger shares of participants’ attention, since both provide the equivalent of the rich and living context that Montessori provided in her life and that have been absent since her death.
Video As A Tool In Teacher Education
One of the dilemmas in the training of the Montessori practitioner in a “new” way derives from the use of an “old” conceptual framework. This framework has become rigid and inert, over time. A way to break through it is to express Montessori’s ideas in a new medium. Videotape provides a common perceptual vocabulary for doing this.
Videotape may be used in several effective ways in training. As documentation, it provides both context and content for insights achieved inductively in observation and deductively through the presentation of didactic apparatus.
As documentation, videotape can serve as a tracking device for the recording of the temporary system’s (ed.: children’s community) evolution (emphasis added). Like the Disney “flower blooming in the desert,” the videotape, through skillful editing of time-sampled elements, can draw to the participants’ notice the intentional social design of the training.
Used as an observational tool, videotape provides the living context which serves in learning the skills of microanalysis. As the student sees the flow of behavior pass by and seeks vainly to entrap it, the same behavior taped can be seen again and again and will net, over time, initially unseen information. A skilled ethnographer who has coded typical “routines” on videotape can use these to show students what the definition of a “routine” is.
Videotape used as a record of the physical environment demonstrates the way in which the use of space changes in light of child behavior and perceived needs.
Whatever the prominence accorded didactic apparatus in Montessori training, a very effective way to present it in an optional classical mode of enactment is through videotape. Such tape once presented to students as a standard permits practice against it. This tape is the perceptually accessible equivalent of the written Album, which may be used to rehearse each of the steps in enactment with the material. The videotape seizes and holds the students’ attention in a special way since it frees them from the necessity of reading.
In the area of child development, the same videotape that is useful to the ethnographer may be used to demonstrate the presence or absence of culturally normative behaviors in the children under observation. A demonstration class in a training program provides the focus for this kind of valuable data collection.
Finally, videotape is useful in the area of “self-confrontation.” Each of the students may be videotaped in interaction with children, and have the opportunity of seeing him or herself as “another.” There is evidence to support this strategy as one conducive to the development of changed behavior.
The Value of A Live, Face-To-Face Teacher Education Experience
If the training followed the common intensive summer plus internship format, the first phase might be designed consciously as a “temporary” system. Whether the small number of participants lived in a residential setting or commuted to the program, it would seem important that they share a context of common work reflecting their shared concerns. (Editor’s Note: Keep in mind that the Internet, as a means of delivering prepared media, and of facilitating inexpensive worldwide communication, had not been developed when this was written. Today, the Internet adds yet another and potentially invaluable component to the tools of the temporary community of residential learning during summer academic coursework, the student-teaching experience, the use of video, and a deeper emphasis on child development, Montessori philosophy, classroom management, methods in Montessori education, and [most important of all] observation.)
The “temporary system”, unlike the school or college, is not destined for an extended life. In fact, it often exists in an interstitial relationship to permanent systems.
(Its) members hold from the start the basic assumption that, at some more or less clearly defined point in time, they will cease to be.52
In this sense, the summer phase of such a training program may be compared to a love affair, an office party, or a company picnic.
What characterizes such a system is its anticipated duration. It tends to be strongest when all of its members enter and leave the system at the same pre-specified time.53
The temporary system as a metaphor for temporal organization focuses both on short-term accomplishment on long-term change. It is easier to accomplish tasks in a supportive and novel environment specifically organized for the purpose than in an on-going institutional setting where energy allocation for maintenance in the system often precludes this.
The research project, the industrial `task force,’ the ad hoc committee, the scientific expedition, the jury, the political campaign committee—all are assembled to focus on particular tasks and they dissolve when their mission is completed.54
The permanent systems from which the participants come carry historical freight, which the temporary system does not. All of the energies of the group may be directed toward the task at hand.
The central function of the temporary system has often been seen as that of inducing change in persons, in groups and in organizations. The support of a group is often helpful to an individual attempting to change himself. Permanent systems require energy allocations, which often leave little left for innovation or deliberate change.
In a training program focusing on a persuasion rather than conversion model, the emphasis will be on the group’s acquisition of experience and strategies which permit it to operate in the near future in a way markedly different from that of the recent past. Many students who come into programs set up on the temporary system model feel for the first time, “part of something big.” Whether the intent of the program is to change an organization or an individual, the spirit is typically clearly visible. Miles suggests that a very clear “esprit de corps” evolves early.52
The ad hoc nature of the temporary system is one characteristic that makes of it a training group for contemporary life. Kimball and McClellan argue that
every group is ad hoc in the sense that one’s association with it is tempered by the deep, implicit awareness that one must be prepared to leave whenever the proper moment arrives.
The ability to relate oneself effectively to other people…. and yet to be prepared to move on at any time is, without doubt, the most difficult demand placed upon personality by the conditions of life in contemporary society.57
Temporary systems are training grounds for this kind of social competence. The time-limited dimension of the temporary system provides for other competencies. Goals are defined clearly and a focused range of content is typically selected, reducing the diffuse anxiety attendant upon one’s participation in open-ended groups over indeterminate time periods.
The temporary system frees members’ energies to concentrate on a particular aspect of a keenly felt problem.58
The people who enter temporary systems are usually closely specified. People are brought on board for the “whole” trip. The implicit assumption is that no one will jump ship. By specifying the group within the system, goal focus can be assured and status problems hopefully avoided. By the provision of a context of physical isolation, analogous to that of a summer camp or Caribbean cruise, there is created an alternative reality for a specified period of time. Research indicates that physical and social isolation of the group intent on accomplishing a task removes barriers to change, reduces role conflicts and develops, within the group, a protective feeling. A further benefit is the way in which the group exists outside the constraints of the larger world, at least for the duration of the temporary system.
Changes in persons or systems always involve risks; one can never be sure at the outset that the costs will not outweigh the rewards of a contemplated action. 59
One can risk change by rehearsing in private before one performs in public. Temporary systems need to be small to be effective and need to have a definite “turf” for their duration. Thus do they escape the “restraints of historical time and place. 60
The process characteristics of the temporary system occur predictably. They are the way in which time is perceived and used, the redefinitions of goals, the importance accorded procedural matters, social role-definition, and clarity concerning communication and power structure.
The existence of stress tends to narrow time perspective so that the person lives more “fully” in a present, copes with immediate demands, and forgets both past and future. This narrowed time perspective also induces a sense of clarity and coherence for the life of the system.
Toward the end of the system’s existence, there is a heightened awareness, leading often to intensely creative work. The phenomenon of “living life to the hilt” is a typical exit strategy. No matter what the group set out to do, there has occurred a reconfiguration of initial goals, in which the whole group has been involved. Thus may
Those who have participated in temporary systems speak of the phenomenon of heightened significance as part of the experience. 61
This heightened feeling is congruent with the conversion model used by Montessori and many other social reformers. Disciples avow that they never felt more alive than when in the presence of the master. The heightened significance dimension of the temporary system suits it admirably to educational reform efforts. In coming to feel more fully alive, many participants feel that they have come to know themselves in a new way. Whether this self-awareness outlasts the group effort is not entirely clear. There is evidence that the European Wanderjahr experience, or its American equivalent, the Junior Year Abroad, can be considered a mechanism for defining identity.
Why do temporary systems work? Miles suggests that focused goals make appropriate behavior highly visible and promote a special kind of interdependence among group members.
The consequences of temporary systems are these: They maintain and support the person, they solve problems and they do bring about change .62
Some Problems Inherent In Relatively Short Intensive Face-To-Face Teacher Education Experiences
What are the problems that flow from temporary systems? The first and biggest problem for a group of hard-working enthusiasts electing to stay together for common work is information overload. Training programs typically transmit far too much information. Although in the area of “brainwashing” this might be considered effective, in the area of teacher training it may prove disastrous. Participants become numb with stimuli. They complain of fatigue and often discover that they are “burned out” by the end of the training phase. Planners of training programs must address the problem of overload if they are not to waste a great deal of the time and energy of the participants.
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Pull Quote
“Training programs typically transmit far too much information. Although in the area of “brainwashing” this might be considered effective, in the area of teacher training it may prove disastrous. Participants become numb with stimuli. They complain of fatigue and often discover that they are “burned out” by the end of the training phase. Planners of training programs must address the problem of overload, if they are not to waste a great deal of the time and energy of the participants.”
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Unrealistic goal setting is the second consequence of the euphoria that pervades the temporary system. Participants believe that they can do “anything.” Utopian planning inevitably leads to failure, due to unrealistic expectations. Lack of interpersonal skills on the part of participants in temporary systems is another common pitfall. With such a short time to be together, it behooves those who are together to know how to work together.
When the group finally disbands, its members return to the larger “real” world. The smoothly working relationships which may have characterized the smaller group often evaporate in the larger.
One may be seduced into the assumption that ideas or innovations developed in the temporary system can be carried over bodily to the permanent system, forgetting the fact that the temporary system may have been created precisely because of the permanent systems’ inability to tolerate such ideas.
Being aware of the dysfunctional aspects of temporary systems seem especially important when the next step after an intensive summer is that of internship. In the school to which the intern goes, there may be many elements which the training was framed to avoid. Interns need to be prepared carefully for the inevitable assault of reality on their carefully crafted fantasies. Choosing as a training model the temporary system offers some interesting and novel challenges to Montessori training groups.
The training programs of the future will focus on a reformulation of Montessori’s original insights. The area in which there appears to be the greatest hope for doing this is in that of elementary education. To the degree that McDermott’s criticism of Montessorians holds, and the importance of the culture in which the individual child lives is deemed unimportant in the evolution of the child’s consciousness, the need to rethink training will seem unnecessary. To the degree that training programs are committed to the ritual behaviors with materials as the Montessori method”, there will be little change in their formats or emphases.
A new perspective, phoenix-like, is developing on Montessori training. It will no more be denied than was the American impulse of twenty-five years past.
Montessori, Maria The Montessori Method. New York: Schocken, 1964
Kramer, Rita. Maria Montessori: A Biography. New York: G.P. Putnam’s Sons, 1976 p. 67.
Ibid., pp. 133.
Ibid p. 242
Ibid, pp. 272-3
Ibid, 1. 179
Montessori Method, p. 37
Ibid., p. 36
Ibid,. p. 35
McDermott, John, Montessori and the New America. In Building the Foundations of Learning, New York; American Montessori Society, 1963.
Ibid., p. 14
Ibid., p. 18
Ibid,, p. 19
Montessori, Method, p. 28
Kramer, op. cit. p. 27.
Montessori, Method, p. 41
Kramer, op. cit. P. 27
Ibid., p. 32
Ibid., p. 37
20. Rambusch, Nancy M. The American Montessori Experience. American Montessori Society Bulletin, XV, 2, 1977. p. 9.
21. Ibid., p. 17.
22 . Dewey, John. Democracy and Education: An Introduction to the Philosophy of Education. New York. MacMillan, 1916, p. 232.
23. Hunt, J. McV. “Introduction” in Montessori, Method.
24. Elkind, David. Child Development and Education: A Piagetian Perspective. New York: Oxford University Press, 1976, p. 50.
25. Montessori, Method, p. 108.
26. McDermott, op. cit. p. 17.
27. Hunt, op. cit., p. xxxiv.
28. Montessori, Method, p. 60
29. Hunt, op. cit., p. xxxiv
30. Montessori, Method. P. 34.
31. Montessori, Maria. Pedagogical Anthropology. New York: Stokes, 1913. p. 26.
32. Montessori, Maria. Spontaneous Activity in Education. New York: Schocken, 1965, p. 130.
33. Ibid, p. 130
34. Ibid.
35. Ibid. pp. 127-8
36. Montessori, Method, p. 72-3
37. Ibid. pp. 108-9.
38. Ibid. p. 229.
39. Montessori, Method, p. 160.
40. Montessori,PedagogicalAnthropology, p. 23.
41. Ibid.
42. Ibid, p. 24
43. Montessori, Pedagogical Anthropology, p. 23
44. Ibid.
45. Gearing, Frederick 0. Anthropology and Education in Honigmann, John J. (ed). Handbook of Social and Cultural Anthropology. Chicago: Rand McNally, 1974, p. 1226
46. Ibid., p. 1227
47. Ibid.
48. Geertz, Clifford, Thick Description: Toward an Integrated Theory of Cultural
Anthropology, The Interpretation of Cultures. NY: Basic Books p. 4.
49. Durkheim, Emile, Rules for Explanation of Social Facts, Bohannan, P. and Glazer, M.
(eds) High Points in Anthropology. NY: Alfred A. Knopf pp. 233.
50. Montessori, Method, pp. 86-87.
51. Kramer, op. cit. p. 67.
52. Miles, Matthew (ed) On Temporary Systems in Innovations in Education NY: Teachers College, Columbia U. 1964. p. 438.
53. Ibid. p. 441.
54. lbid. p. 442.
55. Ibid. p. 446
56. Ibid. p. 451.
57. Ibid. p. 452
58. Ibid. p. 455
59. Ibid. p. 457
60. Ibid. p. 458
61. Ibid. p. 460
62. Ibid. p. 461
This article was first published in The Constructive Triangle, the former journal of the American Montessori Society (AMS Teachers’ Section), in the summer of 1978 (Vol. V, No. 3). We want to thank the American Montessori Society for giving us permission to republish it in Montessori Leadership.
Webcast: Dispelling Misperceptions about Montessori and Attaining Common Ground with Public Schools
This week our guests on our Montessori Leadership Webcast were Dr. Shirlinda (Cindy) Acker and Christine Lowry M.Ed.
They discussed Cindy’s research on Dispelling Misperceptions about Montessori and Attaining Common Ground with Public Schools. Communicating Clearly & Effectively
Montessori education has not been recognized as a viable educational option due to misunderstandings and perceptions about the Montessori Method among traditional educators. Montessori leaders have tended to avoid collaboration with traditional education based on their own misunderstandings and perceptions.
The result of these perceptions on both sides has been a hesitancy to engage in collaborative efforts of partnership in educational thinking and reform.
Dr. Acker sought to understand these challenges. Using a research design based on theories of cognitive science, she sought answers to how perceptions can limit understanding, how perceptions can be changed, and specifically how changing perceptions might result in increased connections between traditional education leaders and Montessori leaders.
In every country, we see similar issues. This topic is relevant to us all.
Remember, we store videos of all of our webcasts and much more in The International Montessori Council member’s resource center. If you or your school are not members yet, you should look into it. https://stage.montessori.org/the-international-montessori-council-imc/
The IMC offers great benefits, especially to schools, and is very affordable because of its connection to the Montessori Foundation. It only takes a moment to join online.
If you’d like to know more about having any of us from the Montessori Foundation come to your school or present a live online class by video broadcast to your entire staff, contact us at timseldin@montessori.org
Webcast: What is Montessori Curriculum: Is There Such a Thing? Part 2
What is curriculum? Does Montessori even have one? How does it work? Dr. Michael Dorer continues the second in this three-part series on Curriculum by looking at these seminal questions.
Together, we will then unpack curriculum jargon, and clarify what it does. While focusing on the Children’s House and Elementary, Michael will also touch on curriculum from Infancy through Adolescence. An important part of this discussion will be to assist Montessori leaders in assessing the curriculum in their schools.
Bilingualism & False Diagnosis
In many countries bilingualism is a steadily growing phenomenon that shapes and affects the learning process of children at homes and schools. The most popular second languages in Egypt are English, French, and German. Many parents prefer their children to be schooled in a foreign language rather than their native mother tongue.
Being fully bilingual is an important target in such environments because it is considered of value academically. Although becoming bilingual seems easy, living in a multilingual home or environment affects the learning process. It may result in insufficient language skills and can hinder academic achievement. Landon (2001) suggested that bilingualism should be accommodated and recognized by the school in relation to culture and language, to ensure literacy development in both languages in order to be inclusive of bilingual learners. (Landon, 2001, cited in Reid, 2009),
The early identification of reading difficulties for facilitating the developmental process of reading skills acquisition ensures the effectiveness of intervention and applies equally to bilingual and monolingual children. Later identification of reading difficulties in children may result in academic delays that influence the social and emotional status of children. Diagnosing a monolingual child with dyslexia is rather a complex matter. More so in the case of bilingual children. (Hutchinson et al, 2004)
Predicting a learning difficulty and diagnosing it as dyslexia can be inconsistent if the school or the learning environment is not fit to accommodate bilingual learners and cannot meet assessment requirements. Administering assessment on a bilingual learner might be insufficient to detect signs of dyslexia, because matters of language and culture need to be taken into consideration. (Landon, 2001, cited in Reid, 2009)
Collecting, gathering, and analyzing a bilingual learner’s background information are vital procedures that have to be done before administering any testing battery. This will help with the selection process of the assessment tools required for identifying a specific learning difficulty. The assessor should be familiar with both languages of the bilingual learner to obtain easy communication and to be able to translate parts of the assessment whenever the learner seems to be struggling due to a language barrier. (Cline and Shamsi, 2000)
To sum up, being able to detect and diagnose a learning difficulty in a bilingual learner’s second language can be a challenging procedure. Two common errors must be avoided: The first is to misdiagnose a certain learning difficulty that can be the outcome of a changing environment, or social and emotional status, such as dyslexia, which is called the false positive labeling. (Frost, 2000) The second, is missing the manifestations of developmental dyslexia when present, resulting in the failure to suggest the proper intervention, which is called false negative labeling. (Frost, 2000)
References:
Bus, A. and Van Ljzendoorn, M.H. (1999) ‘Phonological awareness and early reading: a meta-analysis of experimental training studies’, Journal of Educational Psychology, 91 (3) pp403-414.
Cain, K. (2010). Reading Development and Difficulties.UK: The British Psychological Society and Blackwell Publishing Ltd.
Dockrell, J.E. (2001) “Assessing language skills in preschool children’, Child Psychiatry and Psychiatry Review, 6 (2) pp74-85.
Gathercole, S.E., et.al. (2006) ‘Working memory in children with reading disabilities’ in Journal of Experimental Child Psychology, 93(3), pp265-281
Hutchinson, J, M., Whiteley, H, E. Smith, C. Connors, L. The Early Identification of Dyslexia: Children with English as an Additional Language.Department of Psychology, University of Central Lancashire, Preston, PR1 2HE, UK
Reid, G. (2009). Dyslexia A Practitioner’s Handbook Fourth Edition. England: John Wiley & Sons Ltd.
Reid, G. & Wearmouth, J. (2002). Dyslexia and Literacy Theory and Practice. England: John Wiley & Sons Ltd.
Rose,J.(2009) Identifying and Teaching Children and young people with dyslexia and Literacy difficulties
Snowling, M.J. & Hulme, C. (2005).The Science of Reading A Handbook.UK: Blackwell Publishing Ltd.
Montessori Leadership / December 2012 / p 14
Evaluating & Reporting on Student Progress in a Montessori School
“Here is the essential principle of education: to teach details is to bring confusion; to establish the relationship between things is to bring knowledge.”— Maria Montessori, Childhood to Adolescence
The Montessori curriculum is carefully structured and sequenced, and teachers maintain careful records of each child’s progress. Because Montessori Schools do not compare students against arbitrary standards, or against the performance of their classmates, we do not use familiar letter grades. There are many reasons for this. Generally letter grades are a poor reflection of a child’s learning. Their popularity is based on a vision of education that requires quantifiable data that supports comparisons and ranking. Montessori classes are multi-aged, and are designed to accommodate widely divergent learning and self-chosen work. The implication is that conventional assessment and reporting techniques are simply not very well suited and cannot be expected to accurately represent the range and depth of learning that takes place in a well prepared Montessori environment.
Narrative reports are better suited to the Montessori context. A narrative report is just what the name says – a written narrative that describes each child’s activities for the period under review.
The Montessori Foundation recommends that schools compile detailed narrative reports twice a year to report on the child’s development and to discuss how the Montessori program is contributing to their growth. Narrative reports are personalized and helped to give parents a level of insight into their child’s learning in a way that letter grades, or indeed any quantitative method, simply cannot do. Narrative reports not only allow for a description and assessment of what the child has been working on, but also provide an opportunity for the teacher to link the child’s new learning to past preparation and forecast what the child might be working on in the future.Converting from letter-grade to narrative reports
Sometimes, schools worry that parents will resist a change from the familiar letter grade reports to the more descriptive narrative style. Provided they are well done, parents seldom complain about narrative reports, and if they do it may indicate that they are not fully supportive of the Montessori approach. You may want to include a brief explanation of why your school has shifted to this style the first time you send out a narrative report. Here are some parent responses one school received when shifting from a conventional to a narrative format:
“THANK YOU Gail for the truly magnificent progress report! I enjoyed every second and every word that you wrote about Kelly. Everyone knows that my daughter is a sprite of few words so to read all about what she is up to at school was refreshing and fun to hear. This new style of reporting seems more thoughtful and informative and I really hope this type of narrative reporting is here to stay. A very big thank you AGAIN to you ALL for the quality time and special interest shown in [name removed] development emotionally and practically. Now I just can’t wait for the next edition.”
“When Sally gave me the report yesterday never was I expecting such an informative and exciting review of the progress of our [name removed]. It is so special to know that his teachers are right on the button in assessing his abilities, weaknesses and personality traits. I am so lucky to be a part of his life and thank everyone at Mountain Montessori for helping me build and mould this amazing little boy for his future role in society. A HUGE THANK YOU!!!”
“A very HUGE THANK YOU to all at Mountain Montessori. Love the new report style. So many questions were already answered about Jimmy which was on my list for the next meeting. You guys are on the ball! Well done & thank you once again.”
Record and Assess with Reporting in Mind
“Our nets define what we shall catch.” (Eisner, 7)
Curriculum theorist Elliot Eisner compared the assessment processes chosen to fishing nets. The size of the gap in the netting determines which fish are held in the net and which swim through. In this way, what is assessed (and thus reported on) ultimately determines what happens in the classroom. It is this important to remember that reporting is the culmination of a sequence of events and decisions that start with the school’ vision, mission and aims. The aims are then extrapolated in the curriculum. Assessment should be carried out in respect of the curriculum. Reporting is, in essence the final step in the process of documenting. It is an individualized, summarized report on the extent to which the curriculum has been successful, for each particular child, in bringing about the school’s stated aims. It is thus essential that there is a high level of consistency between all the various elements: aims, curriculum, assessment and reporting.
Throughout the year, you will be observing children working. Keep good narrative records of observations to supplement any checklists you may be using. It is also a good idea to take photographs in the classroom to remind you of details you may not have included in your notes, and to illustrate points in the report. Choose one or two especially representative photos for each child, and include these in your report.
When making narrative observations, highlight items that you may want to include in the report: major milestones achieved, work that has resulted in deep concentration or about which a child is particularly enthusiastically. Also, note challenges you observe and areas where the child still needs lots of practice.
Narrative records pose additional challenges at the elementary and secondary levels, but with the proper planning can they can become an integral part of the ongoing planning – assessing – reporting cycle. Especially as the Montessori curriculum is integrated, rather than divided into separate disciplines, the report can be structured around skills and dispositions rather than academic areas if you choose to do so.
Purpose and Use of Narrative Reports
Good narrative reports do more than simply give feedback to parents – they also re-enforce the school’s vision and ethos. Because you are reporting on what you intended for the children to learn, and not on some arbitrary external list of standards or outcomes, the report reflects what matters in your school.
It is important to remember that narrative reports are formal, official school documents that become part of each student’s permanent academic record. Although narrative reports are originally prepared as a report from the child’s present teachers to his or her parents, they will be read in later years by subsequent teachers, both in your school and in any school(s) to which the child transfers in the future. Therefore, it is essential that you avoid any references that would not be clearly understood by a reader not familiar with your class and school. If you know a child is transferring to another school in the following year you can structure your narrative report and use terminology that explains the child’s development in terminology that will be understandable to the new school, without compromising the fidelity of the Montessori report.
This is one of the ways in which Montessori schools can distinguish themselves from other schools. Narrative reports embody our commitment to each child as unique individual. They communicate that we are not simply teaching and then testing to see if the teaching has “stuck”, but rather that the adults are creating real relationships with children and taking the effort understand not only what learning and development is happening, but also how it is happening. When the anticipated learning is not happening, we are interested in why it isn’t and how we might help the child to move to the next level. If done well the narrative report serves to remind parents just why they chose Montessori in the first place.
Indirect Preparation
One of the reasons why letter grade or, to a slightly lesser degree, checklists are inappropriate in a Montessori context is that they do not account for that quintessential component of Montessori learning – indirect preparation. Coupled with this is the “explosive” nature of learning in the Montessori classroom. Unlike conventional schooling where steady incremental growth is the norm, Montessori schools expect children (especially those under age 60 to show little external evidence of learning for extended periods. These periods of apparent stagnation are followed by explosions of learning where the child surges ahead in a particular area. Indirect preparation is the reason why Montessori schools prefer not to report too regularly – the evidence of learning simply isn’t always there. But the understanding of indirect preparation can be conveyed to parents in a narrative. For example: “Amy has been working with the sand paper letters with great focus for the past few weeks. While she is not yet vocalizing a knowledge of the sounds associated with the letters she has been feeling, her increasing concentration and interest in this work indicates that we can expect to see an interest in writing and word building in the future.” A sentence of this nature not only tells the parents what the child is doing, but also how it links to future learning. These observations do not contain judgment – the child’s work is neither good nor bad. It is appropriate for that child, now.
Some work seems to have very little direct or measurable outcome, for example a child who is repeatedly feeling the geometric solids. You could help a parent understand this by explaining “Kyle spends a lot of time feeling the geometric solids. Although he is not currently interested in learning the names, he is paying a lot of attention to the differences between the different shapes and enjoys exploring the differences between them. This activity is providing him with a solid foundation for future studies in geometry, which may only reveal itself at the elementary level.”
This type of reporting is an application of the “principle of the hook” – the Montessori understanding of all learning being linked to something already there and something being prepared for in the future.
At the elementary or secondary level children may choose to work almost exclusively in one are of development. By looking at his or her learning holistically it is possible to report on learning across academic areas. For example, a child who is passionately exploring the animal kingdom will be developing and applying reading, comprehension and writing skills without necessarily working with materials in the language arts area.
Subsequent reports will refer back to earlier comments and create a link in the sequence of learning. This helps parents to appreciate their children’s learning as a continuum, rather than a series of isolated achievements.
Preparing Narrative Reports
A narrative report is a formal written text describing in some detail a child’s academic, emotional, social and physical development.
The first time you compile a set of narrative reports, it seems like a lot more work than compiling conventional letter grade reports. With practice, and good advance preparation, narrative reporting is both easy and rewarding.
Plan to write your reports well in advance. You can even write whole paragraphs in your ongoing notes that can be harvested when you begin to write reports. If there are areas where you perceive “gaps” in your ability to report, plan presentations and conduct informal assessments well ahead of time. Reports follow from authentic assessment, and authentic assessment is always performed primarily to inform teaching, and not simply for the purpose of assessment.
There is nothing that undermines a parent’s confidence more than reading a report that says a child cannot do something that the parent knows full well the child mastered months ago.
Tools for Report Writing
The writing process is made much easier if you do some advance planning. We recommend you compile two sets of lists that will assist you in writing your narrative report. These lists must be informed by your school’s vision and mission, and by your curriculum. Your school has a vision – an idea of what you want to achieve through your educational practice. If your mission is to develop the whole child your reporting must reflect that. If your school is, on the other hand, overtly academic, then that should be the major focus of your reports. If your schools mission and vision includes references to compassion, acceptance and inclusion, then the reports should indicate the extent to which those characteristics are being developed.
It is preferable that the lists are drawn up early in the year, so that you can make your ongoing notes and observations with these in mind.
Decide Which General Areas You Want to Cover in the Report
The first is a list of the general areas of knowledge and skills the child is likely to achieve in your class. It is important to have a faculty meeting where you discuss the types of things you want to include in the basic layout. Montessori education is about a lot more than simply completing work and learning content. If your school is more interested in how the child is learning than what he is learning your narrative style can convey that, while at the same time reassuring parents that real learning is taking place. On the other hand, a school with a strong academic focus can highlight cognitive and intellectual achievements in the reports.
Conventional checklists and reports are a starting point for these categories. They help you to get thinking, and to ensure that you narrative gives good coverage of all areas of development. Even if your school has a strong focus on one or the other area, it is important to give some attention to all domains. Thus your headings should cover cognitive, emotional, social and physical development at all levels. While many schools choose to use the major disciplines or curriculum areas as their main headings, you could choose to avoid reporting by academic area entirely. For example at the preschool level you could use the features of Normalization or the Human Tendencies as headings, and use subject matter descriptions to illustrate the child’s development in an integrated way. Either option works well, provided the whole school is following roughly the same format. Try to keep the format fairly consistent from year to year, as parents get confused by constantly changing report formats.
Compile a List of Descriptive Statements
Your second list will be sample descriptions of work done, activities achieved, attitudes expressed and so on. Just as in the case of the headings, you should word these statements so that they reflect the character and values of the school as a whole.
Especially for children in the second and third planes of development, you need to report on more than simply narrating what material the child has worked with, and what concepts have been learned. Higher levels of engagement with curriculum content should be reported. In this regard it is helpful to refer to Bloom’s Taxonomy of learning outcomes to ensure that the students are reaching higher levels of cognitive development. Resources for Bloom’s Taxonomy have lists of skills in the cognitive, affective and psychomotor domains, with descriptions that can help you find the wording you will need, and which can be adapted to your own needs. See for example http://www.nwlink.com/~donclark/hrd/bloom.html
As helping the child become an autonomous human being able to function independently in the world is a primary goal in Montessori, consideration of the extent to which each child meets his or her own human needs is a productive exercise. Consider the various steps to self-actualization mentioned in Maslow’s hierarchy of needs – physiological, safety, love/belonging, esteem and self-actualization. (See http://en.wikipedia.org/wiki/Maslow%27s_hierarchy_of_needs) An alternative, possibly more holistic, approach to needs is offered by Manfred Max-Neef. (A basic matrix can be found at http://en.wikipedia.org/wiki/Fundamental_human_needs). Understanding the ways in which the children on each level in the Montessori school develop the skills and dispositions to meet these needs broadens the range of meaningful aspects on which you can report, and aligns especially well with the focus on Fundamental Needs that is central to the Montessori elementary curriculum.
Whatever you include, the purpose of this list is not that you simply choose statements at random, but to provide some help in overcoming writers block. Sometimes simply scanning down the list helps to trigger ideas about a particular child that can then be linked to specific examples. Having a good thesaurus handy helps as well. Parents do compare reports, and will not welcome almost identical reports for different children.
The second purpose of the list is that it helps all faculty members to privilege language which aligns with the schools’ character and aims, and creates a consistent style throughout the school.
Involving Students in Report Writing
Some schools find it beneficial to involve students in the report writing process. At Nahoon Montessori School we discussed what we would be saying in the report with the child concerned, and invited their input. This often gave much deeper insight into learning and children would add items that they wanted to be in the record. We would ask such questions as “what do you feel was your most important learning this term?” or “what areas do you feel you would like to put more effort into next year?” The resulting input was often thoughtful. Children’s responses to our questions about where they felt they could have done better, or where they might be a little disappointed with their own progress were often way more critical than any teacher might have verbalized. Children also raised issues that were important to them, but which teachers may not have notices. One child, for example, asked that the following be included as her most important learning achievement for the term: “I don’t lose my temper so much anymore. I am starting to understand why other children avoid me, and am working on that.” Children are thus able to set their own goals and assess their own progress in a very personal and meaningful way.
The Writing Process
When compiling narrative reports for the first time, start with a writing rehearsal in which the whole faculty particpates. Teachers work together and practice writing a few paragraphs with the suggested reference points and the lists as a resource. Read one another’s reports and give feedback. Read the reports from a parent perspective. In this first stage don’t worry too much about correcting spelling and grammar but focus on expressing what you know about an individual child’s learning. You will find the reports become easier as you go along.
After the writing rehearsal you sit down to write the actual reports. Refer to all the data you have collected. If you have annotated your daily observations with reporting in mind, and pre-selected photographs, then the job is much easier.
School formats
Firstly, design a layout that will work for the whole school. This should include:
The School’s full details: Name, full address and telephone number.
Title of report: e.g. Narrative Report of Progress
Child’s name, present class or age level, the teachers name, and the date of the report.
A general outline for the opening paragraphs – i.e. what is to be included in the introduction for all children.
A sequence of topics or general areas you have decided upon according to the process described elsewhere in this article.
A rough outline for the concluding paragraphs.
Some Words of Warning
Be careful that you don’t put something down in writing that will come back to haunt you. We’ve all heard of parents who are very upset to find that their child is less advanced than they were led to believe from the reports at their last school, or who spend their vacation worrying about statements by the teacher to the effect that the child might have some serious disorder. Avoid making statements that cannot be objectively substantiated or which may be misleading or easily misunderstood. For example, avoid making statements such as: “She has demonstrated to us that she is bright and developmentally above her peers” or “He is developmentally far behind his age group.” Ensure that you are absolutely certain (through formal testing) before making a statement like “she is a gifted student.”
It is best to avoid any judgments or labeling as far as possible. Certainly never draw attention to any learning barrier or challenging behavior in a report before bringing these to the parent’s attention in a face-to-face meeting.
Sometimes parents are offended by the most innocent statements. While one family may be happy to have their child described as “sensitive” another may take it as an insult. Focusing on observable actions or specific instances is better. “Jane often seems upset when other children do not pay attention to what she is saying” is more useful than saying “Jane is a sensitive child.”
School Ethos
Narrative reports often say more about your school than they say about the child. For example, if you teach in a two-teacher classroom, statements such as “In my class, I feel, …” suggest that your co-teacher is not part of the team. Pay attention to choosing words and expressions that represent the character that the school wishes to project.
Avoid referring to the winter holidays as the “Christmas Break.” It can offend people who are not Christian.
Where possible avoid educational jargon. While some parents may understand, and possibly appreciate technical terms such as “developmentally appropriate”, “normalized”, and “sensitive periods,” most relate better to comments that are stated simply and clearly. If you do use technical terms, be sure to explain them clearly or use examples that will help parents understand what you mean.
Technicalities
Just like in college, select a style manual and follow it consistently. If your school is large, then compile a school style sheet for all teachers to use. Be consistent in capitalizing the areas of the curriculum. Normally, school subject names are not capitalized.
It is critical to have a time-line in place for editing, printing and signing procedures. It cannot be overemphasized that this process should start early.
Narrative reports are a formal record of a child’s progress through school. It is thus essential that each one is carefully written and reviewed by your colleagues and administrator. Go over each other’s narrative reports, preferably in a face-to-face work session, and tactfully and gently suggest improvements in each other’s work. Watch out for typographical errors, mistakes in punctuation, and double-spacing between words.
Parents tend to judge a school quite harshly if reports come home with misspelled words. Spell-check everything, but remember that computer software can be stupid. It takes a human proofreader to catch many mistakes. Every writer needs an editor and proofreader. It is often difficult to pick up errors in your own work. Have the 3 – 6 teachers read the reports of the elementary classes and vice versa. Have a non-Montessorian read the reports to ensure that they will be intelligible to parents. Obviously this person must be a staff member who has the necessary clearance to read confidential documents.
All reports are then read and signed by the school principal and the class teacher.
It does take time, but the results will make the investment worthwhile. Remember that this is not just a report, it enriches your assessments, informs future action and ultimately increases student retention.
References:
- Eisner. E. W. (1985) The Art if Educational Evaluation: A Personal View. London and Philadelphia, PA: Falmer.
Max-Neef, M. (1991) Human Scale Development. Conception, Application and Further Reflections. New York and London: Apex Press. - This article forms part of the Montessori Leadership Institute’s course on Authentic Montessori Recording, Reporting and
Assessment, part of the series on Montessori Curriculum Planning and Implementation to be launched early in 2013.
Montessori Leadership / December 2012 / p 8
Webcast: What is Montessori Curriculum: Is There Such a Thing? Part 1
What is curriculum? Does Montessori even have one? How does it work? Dr. Michael Dorer will start this three-part series on Curriculum by looking at these seminal questions.
Together, we will then unpack curriculum jargon, and clarify what it does. While focusing on the Children’s House and Elementary, Michael will also touch on curriculum from Infancy through Adolescence. An important part of this discussion will be to assist Montessori leaders in assessing the curriculum in their schools.
Understanding Curriculum: Why It Is Important To Have an Understanding of Curriculum Theory in the Montessori Context
There is widespread confusion about the meaning of the word “curriculum.”
One’s approach to curriculum reflects one’s perceptions, values, and knowledge. A curriculum approach reflects a holistic position or a meta-orientation, encompassing curriculum’s foundations (a person’s philosophy, view of history, view of psychology and learning theory, and view of social issues), curriculum domains (common, important knowledge within the field), and curricular theory and practice. An approach expresses a viewpoint about curriculum’s development and design; the role of the learner, teacher, and curriculum specialist in planning curriculum; the curriculum’s goals; and the important issues that need to be examined.
A curriculum approach reflects our views of schools and society. By understanding one’s curriculum approach, and that of one’s school or school district, it is possible to conclude whether one’s professional view conflicts with the formal organizational view. (Ornstein & Hunkins, 2009, p. 2)
In the education community at large (that is outside of Montessori), there is widespread agreement among theorists that there is a direct link between individual perceptions, values, and knowledge of each person and the way in which they interpret and implement any curriculum. Studies have highlighted that the behaviors of teachers often contradict their expressed beliefs. Incompatible values and aims are seen as the source for conflicts in education, especially as there is a “failure to recognize conflicting conceptions of curriculum” and to examine “conceptual underpinnings.”(Eisner & Vallance, 1974, pp. 1–2)
While it would seem that an approach such as Montessori would be sufficiently clearly defined to preclude the differing ideological frameworks found in conventional schooling, this is not the case. Differences in the implementation of various aspects of Montessori have been highlighted in a number of studies. For example, Carolyn Daoust (2004) identified different “clusters of practice.” Daungvan Bunnag (2000) identified significant differences in practice even within a single school. Angeline Lillard (2011, 2012) has focused on different opinions amongst Montessori teachers regarding the materials that should be present in the classroom and has highlighted the distinction between what she calls “classic” and “supplemented” implementation practices.
The varying interpretations are evident from the first attempts to apply Dr. Montessori’s work after the success of the San Lorenzo experiments. To use Rita Kramer’s words: “Montessori’s followers had a way of finding in her philosophy whatever it was they were looking for.” (Kramer, 1988, p. 352) Popular arguments have been put forward aligning Montessori with philosophies as disparate at those of Ayn Rand and Paulo Freire. Attempts have been made to integrate Montessori with approaches including the International Baccalaureate, constructivism in its Piagetian and Vygotskian incarnations, including the Reggio Emilia approach and Waldorf. Montessori education briefly held attraction for Mussolini’s Fascists on one hand and the anarchist followers of the Modern School movement on the other. Clearly, it is easy to misconstrue Maria Montessori’s meaning.
Sometimes, this variety is actively celebrated. Referring to Montessori implementation in the Netherlands, one writer describes the diversity of Montessori as “wonderful for the teacher” as it “gives a lot opportunity for the children.” He continues:
“A teacher who has a great interest in Cosmic Education has children working with water and stones or with the faces of the moon. A teacher who has a strong emphasis on fantasy play will have a classroom with children playing in corners, where they practice their free play. When these teachers come together and talk about the Montessori vision, we can see that the second teacher changes her prepared environment and, for example, adds words in the corner, so that the children are stimulated to read. So, within the range of similarity of the Montessori school, we still see that every school is different.(Hendriksen, 2010, p. 21)
Others identify the differences as a major impediment to research into the efficacy of Montessori education. Angeline Lillard’s most recent study focused on the varying results obtained from schools that offer “classic” and “adapted” versions of Montessori. She refers to “variations in Montessori implementation fidelity,” which may impact outcomes. (Lillard, 2012) While the variations may be attributable to different training programs through which teachers are certified, it may be that this trend in Montessori implementation is a result of a more widespread tendency, identified in conventional education and in the application of other alternative approaches. Discussing the distortions found in the implementation of Open Education, Barth (1975, pp. 58–59) suggests that: “… educators who are quick to assimilate new ideas into their cognitive and operations framework, often distort the ideas of practices from the original conception without recognizing either the distortion or the assumptions violated by the distortion. This seems to happen partly because the educator has taken on the verbal abstraction of a new idea without going through a concomitant personal reorientation of attitude and behavior. Vocabulary and rhetoric are easily changed, while practices, people, and institutions often remain little affected.
Teacher beliefs “endure, unaltered, unless deliberately challenged.” (Jensen, 2004, p. 48) These beliefs are often formed early in childhood and are reinforced by prevalent societal beliefs in what Jerome Bruner (1996) called “folk pedagogy.” The great variation in the way in which Montessori principles are interpreted and applied suggests that conflicting belief systems could be in play in Montessori, just as they hamper reform of conventional education. These differences could originate from the different curriculum ideologies that individual teachers bring to their practice of Montessori.
Generally, educators tend not to be consciously and strongly aligned to any particular approach, selecting different approaches to suit situations. (Ornstein & Hunkins, 2009, p. 2) This view is supported by Michael Schiro (2008, p. 2), who points out that “the existence of (the differing ideologies) causes difficulty for newcomers to the field, who are usually unaware of them and as a result often have difficulty determining how to philosophically orient themselves, as subscribers to different ideologies pressure them for their allegiance.” While Montessori teachers actively choose to be certified in the Montessori approach and, by implication, identify with at least some of the basic tenets of Montessori, it is unlikely that they are immune to the ideological positions that would have been formed during their own schooling. It is also reasonable to expect that they would be subjected to the same types of ideological pressures that Schiro identifies for conventional educators.
Teachers may also adopt conflicting ideologies when working with students of different ages. For example, teachers who adopt a developmental approach when working at preschool level may shift to a more rigid, academic approach when engaging with older students. Teachers are likely to shift their ideological orientations over time, especially when changing their roles, for example from teacher to school head (Schiro, 2008, pp. 197–211). Again, it is reasonable to suppose that Montessori teachers are similarly influenced.
On one hand, this might suggest a richness and depth in terms of curriculum application, but, in reality, it poses a complex challenge to schools trying to achieve consistency across classes and which are being called to ever-greater levels of accountability by the public at large.
I do not presume to argue which of the varied ideologies of curriculum may be most appropriate, nor to prescribe to schools which ideology to adopt but, rather, hope to create an awareness of the major trends and provide some guidance for schools and individual teachers to assist in identifying which aspects of their interpretation may be impacting on their implementation of the “Montessori curriculum” in an individual school.
“Controversy in educational discourse most often reflects a basic conflict in priorities concerning form and content of curriculum and the goals toward which schools should strive; the intensity of the conflict and the apparent difficulty in resolving it can most often be traced to a failure to recognize conflicting conceptions of curriculum.” (Eisner & Vallance, 1974, pp. 1–2)
The goal is, thus, to achieve some measure of clarity in what is essentially a very muddy pond.
The concept of curriculum
The concept of curriculum has developed significantly over time. The word “curriculum” is drawn from the Latin word originally meaning “a running,” “a race,” “a course,” “race-course,” or a “career.” During the Roman period, it was also used, somewhat obliquely, to refer to content of a literary work (curricula mentis). Teachers in the middle ages were concerned largely with what was to be transmitted and, to a lesser extent, the order in which that was to happen, with very little, if any, formal attention being given to the method of instruction. By the 17th century, the word “curriculum” was being used to apply specifically to the length of a course. By this time, there was already debate over what content was important, but the word “curriculum” was used to signify the container, the period of study, rather than the contents of a course.
The understanding of the word evolved, influenced to some extent by Itard and Seguin (the educators whose work had a formative influence on the educational thinking of Maria Montessori) to incorporate ideas regarding methodology as well as content. (Egan, 1978) Maria Montessori used the words “curriculum” and “syllabus” virtually interchangeably in some of her books. (More accurately, the Italian words she used were translated this way.) In recent years, curriculum theorists have defined “curriculum” to extend to cover much more than the simple content.
Curriculum studies have yielded insights into how people conceive of curriculum and how these understandings impact on classroom practice. It may be that many schools and training institutions, because they do not fully explore this topic, fit Montessori into their own pre-existing curriculum ideologies. Individual teachers may not fully understand, or may understand and deliberately reject, the paradigm adopted by the school. Through not embracing the ideology of the school, teachers may deliberately or inadvertently subvert the school’s goals through the application of methodologies more coherent with their own dominant ideologies.
Although she does not often use the word explicitly, Dr. Montessori had some very definite ideas about curriculum. It certainly was not about lesson plans – not even that set of lessons we now call “Cosmic Curriculum.” Unfortunately, her view is not comprehensively or concisely represented in her published works, and her intentions can only be gleaned from careful analysis of the totality of her work.
Most Montessorians have a sense of what she intended. Almost all Montessori schools have acknowledged the promotion of peace as being central to their curricula, support the ideas of freedom and autonomy to some extent, and promote community and respect as fundamental principles. Schools refer to “Cosmic Education” in respect of the 6 – 12 age groups. By the same token, many schools tend to default to an understanding of curriculum that seems at odds with transformative goals when it comes to areas related to academic learning, adopting the language of either highly academic or standards-based outcomes oriented ideologies.
Impact of the Standards Movement
The growth in influence of the standards movement around the world, which has been accompanied by stronger centralized control of curriculum and high-stakes testing, has resulted in a shift in the language of curriculum texts, as well as in the popular understanding of learning. This has, amongst other things, resulted in the notion that curriculum is something that is “delivered.” Bailey (Bailey, 2010, p. 28) points out that “without philosophical critique, this shifting language goes undetected, as does its impoverishing impact upon educational practice.” This language is already prevalent in Montessori discourse.
We cannot ignore the demands of public accountability and it is not surprising when Montessorians bow to pressure to align the “Montessori curriculum” with state curricula or core standards. According to a number or sources on curriculum theory, in most countries state curricula are designed independently of epistemological or methodological discourse. (Joseph, 2000) Thus, we find the very deliberate and coherent Montessori curriculum being adapted to align with curricula which may have been designed with very different aims in mind.
Furthermore, Montessorians are being called upon to show that our approach is successful. We have to justify our methodology. It seems that the existence of Montessori depends on, to some extent or another, adopting the language of the standards movement. Whether or not it is possible to do this without undermining the integrity of the Montessori program remains to be seen. The real danger is that, given the dominance of a particular lexicon, the ability to even conceive of conflicting paradigms of education may be lost, and we may end up adapting the Montessori curriculum to such an extent that it no longer contains any distinguishing features. Thus, it is essential to critically evaluate what are the features that define the Montessori curriculum and distinguish it from other views of curriculum. Kelly makes a strong argument for conceptual analysis, with the goal of reaching “a proper matching of theory and practice”:
“Concepts such as ‘aims,’ ‘objectives,’ ‘processes,’ ‘approaches,’ ‘standards,’ ‘ability,’ ‘progression,’ ‘continuity,’ ‘coherence,’ ‘evaluation,’ ‘appraisal,’ ‘accountability,’ and even ‘subjects’ or individually named subjects are far from being non-problematic in their meanings just as they are equally far, … from being value free. (Kelly, 2009, p. 29)
A Montessori Curriculum
For some, curriculum is simply the content to be covered. In Montessori this is sometimes seen to be analogous with the albums Montessori teachers produce during training, or even the range of materials on the shelf. For others, it is somewhat more complex — a “scope and sequence.” What these approaches do not overtly acknowledge is that, in the classroom, the individual educator implements the curriculum in accordance with a particular vision and understanding of what learning is, what should be learned, and how it should be learned. What makes these waters very difficult to navigate is that the individual in the classroom, or even the school as a whole, may have a very poorly defined notion of what their curriculum really is.
The danger lies in the lack of awareness that approaches to curriculum are never value neutral. They are the result of ideological stances regarding “education, society, knowledge and, indeed, humanity itself.” (Kelly, 2009, p. 89)
Defining Curriculum
There are multiple definitions of what constitutes curriculum. A starting point is this definition proposed by John Kerr:
“All the learning which is planned and guided by the school, whether it is carried on in groups or individually, inside or outside the school. (Cited by Kelly, 2009, p. 12)
This definition has clear limitations; it refers only to the explicitly planned learning and is integrally linked to the concept of school as an institution. Vic Kelly (2009, p. 7) points out that understanding curriculum only in terms of teaching and learning presents serious challenges if one wants to move past “the most simplistic levels for teaching of a largely unsophisticated and usually unproblematic kind.” On one hand, “curriculum” can simply mean the “subjects taught in schools”; on the other, it can be understood to include the “full range of experiences that individuals require for full participation in society.” (Ornstein & Hunkins, 2009, p. 1) Ultimately, the way an individual (or an individual institution) defines the word reflects the approach that will be adopted. That this applies within Montessori, as well, is evident from the numerous documents that define “the” Montessori curriculum or align it to one or another state or national framework.
Montessori education is highly sophisticated and complex and, thus, requires an understanding of curriculum that surpasses the simplistic and unchallenging. A simplistic definition of curriculum as a program of studies “fails to take into account the educational and moral dimensions of the school curriculum.” (Kelly, 2009, p. 7)
From this perspective it is essential that anyone working to define or implement the “Montessori curriculum” undertake a deep exploration of the various ideologies that impact on curriculum and analyze their own beliefs to understand the impact these may be having on practice.
References
Bailey, R. (Ed.). (2010). The Philosophy of Education: An Introduction. London: Continuum.
Barth, R. S. (1975). Open education: Assumptions about children, learning and knowledge. In M. Golby, J. Greenwald, & R. West (Eds.), Curriculum Design. London: Croom Helm /Open University Press.
Bruner, J. (1996). The Culture of Education. Cambridge, Massachusetts: Harvard University Press.
Bunnag, D. (2000). Classroom Adaptation: A Case Study of a Montessori School. In Proceedings of the Lilian Katz Symposium. Presented at the Early Childhood and Parenting (ECAP) Collaborative. Issues in Early Childhood Education: Curriculum, Teacher Education, & Dissemination of Information. Retrieved from http://ceep.crc.uiuc.edu/%5C/pubs/katzsym/bunnag.pdf
Daoust, C. J. (2004). An Examination Of Implementation Practices In Montessori Early Childhood Education. University of California, Berkeley, Berkeley, CA.
Egan, K. (1978). What Is Curriculum? Curriculum Inquiry, 65–72. Retrieved from http://www.jstor.org/stable/10.2307/1179791
Eisner, E. W., & Vallance, E. (Eds.). (1974). Conflicting Conceptions Of Curriculum. Berkely, CA: McCutchan Publishing.
Hendriksen, J. L. (2010). Montessori Education In The Netherlands – An Individual Colour To A Universal Method. Montessori Europe, (1/2), 22 – 25. Retrieved from https://www.montessori-europe.com/more-newsletter
Jensen, M. (2004). Development Of The Early Childhood Curricular Beliefs Inventory: An Inventory To To Identify Preservice Teachers’ Early Childhood Curricular Orientation. Retrieved from Electronic Theses, Treatises and Dissertations. Paper 3530.
Joseph, P. (2000). Conceptualizing curriculum. In P. Joseph, S. Bravmann, M. Windschitl, E. Mikel, & N. Green (Eds.), Cultures of curriculum (pp. 1 – 14). Mahwah, NJ, USA:: Lawrence Erlbaum.
Kelly, A. V. (2009). The Curriculum: Theory And Practice (6th ed.). Los Angeles: Sage.
Kramer, R. (1988). Maria Montessori: A biography. Reading, Massachusetts: Addison-Wesley.
Lillard, A. S. (2011). What Belongs in a Montessori Primary Classroom? Results from a Survey of AMI and AMS Teacher Trainers. Montessori Life: A Publication of the American Montessori Society, 23(3), 18–32. Retrieved from http://www.montessori-science.org/Lillard_montessori_primary_classroom_survey_AMI_AMS_teacher_trainers.pdf
Lillard, A. S. (2012). Preschool Children’s Development In Classic Montessori, Supplemented Montessori, And Conventional Programs. Journal of School Psychology, 50(3), 379–401. doi:10.1016/j.jsp.2012.01.001
Ornstein, A. C., & Hunkins, F. P. (2009). Curriculum: Foundations, Principles, And Issues (5th ed.). Boston: Pearson.
Schiro, M. (2008). Curriculum Theory: Conflicting Visions And Enduring Concerns. Thousand Oaks, California: Sage.
Montessori Leadership / 2013 / p 10
Sponsoring New Teachers through Montessori Training
Many Montessori schools sponsor promising people through Montessori teacher training programs. Usually, these individuals are well known by the school before they are hired. Most will have been active as parent volunteers, substitutes, or specialist teachers in fields such as art, music, or foreign languages. Some may have begun as aides or assistants.
The two obvious advantages to this approach are that the candidate’s personality and success with children and fellow teachers are well known
and that normally these people will feel a strong commitment to the school community.
It should be noted though that sometimes turning a parent into a faculty member can backfire. Several things can go wrong.
One is that, for one reason or another, the parent who was so wonderful as a volunteer may prove to be a difficult or disgruntled employee if his or her child has a difficult experience. Some may never bother to complete training, and letting them go may prove to be awkward, although necessary.
Another potential concern sometimes arises when the parent turned teacher tends to find him or herself identifying more with her parent friends than with the school’s professional community. More than one parent has essentially broken rules of professional confidentiality or become involved in school politics within the parent body.
Generally, when schools sponsor someone through Montessori training the employment agreement is modified to cover these issues:
The terms of the school’s support, which is often portrayed as an interest-free loan, which the school forgives in equal stages in return for the teacher’s commitment to teach at that school for a series of years (commonly 3 to 5-year commitment). If the teacher continues to be rehired because of satisfactory performance and chooses to accept continuing employment by the school for the entire period specified, the cost of the teacher training is completely forgiven. If the teacher leaves before this period is completed, the unforgiven portion of the amount “loaned” is to be repaid with interest over some mutually agreed upon period, usually two or three years.
Whether this support includes living expenses, a food allowance, travel, and books, supplies and other expenses during the period of training.
Whether the teacher will be paid a salary during the time he or she is enrolled in the teacher training program. Most schools will find some potential candidates who cannot afford to spend even a summer without income.
What Montessori teacher training program or program will be acceptable to the school. Obviously, some schools may have strong preferences or expectations about where their teachers take their Montessori training, especially if they are sponsoring someone through training. There are many different forms of Montessori teacher training of course, and which one is selected will make a difference in the agreement. For example, many traditionally AMI programs involve a full year of onsite academic coursework. During this period, the student cannot teach and is therefore without income. Many other programs may offer courses that meet only in the summer, requiring the student to go through a full year of practicum teaching, during which he or she may earn a salary. Some schools will consider the student teacher as a second teacher in the classroom. Others will treat them as an assistant. Although necessity may eventually force a school to do so, we strongly recommend against putting anyone (including an experienced and certified public school teacher) into a Montessori classroom as a lead teacher without the in classroom leadership of an experienced Montessori guide.
Webcast: Managing the Stress of Getting the New School Year Off to a Good Start
You have a family emergency and won’t be able to teach your class until when?
A treasured family with three children has decided to withdraw?
Webcast / The Art of Handling Difficult Conversations with Parents / Pt 2
Montessori Leadership Webcast from August 9, 2017
“The Conversation with Parents I Hate to Have”
Tools for Building Trust and Support When the Topic Turns Tough – Topic and following suggestions were developed by senior Montessori Foundation consultant, Jonathan Wolff. Webinar led by senior Montessori Foundation consultants, Kathy Leitch and Tim Seldin
- Do your homework! Seek to understand the parents as well as the child. Seek additional perspectives from others whom you respect.
- Do your “spiritual preparation” Become aware of your true feelings, mindsets, biases, and blinders about the child, about the parents, about yourself. “Purify your heart and render it burning with charity . . .” – Maria Montessori
- Play in your own ballpark – and win! Don’t be lured into responding to upset parents in the wrong place, at the wrong time, or in the wrong state of mind. You prepare the discussion environment – for calmness, comfort, focus intimacy, and learning.
- Build up a robust savings fund of “emotional bank account deposits” early and often with parents – before something hits the fan with their child.
- Begin tough conversations with parents with appreciations and affirmations of mutual purpose, mutual respect, and your unwavering intention to support their child and their family until the issue is resolved.
- Ask more questions and actively listen. Then ask more questions and listen some more.
- Be as interested in how the parents are feeling as in how their child is doing. Let them know you care about them as much as their child.
- Share your observations without conclusions, labels, or incendiary language. Cite specific observed learning or social behaviors in context and how these current tendencies appear to be keeping “your child from being the happy, inquisitive, and engaged learner we know they are capable of being.”
- Ask the parents if they have observed any of these obstructive behaviors and tendencies at home. If so, build on these commonly shared observations.
- Assure them that you have come to no conclusions about the causes of these challenges or behaviors and that no one – parents, child, teachers – is being blamed for this disruption in their child’s learning. “The point is for us to understand what is truly going on here so we can help your child. In some cases this may require some outside evaluation and support, in some cases we may need to do some different things with your child in the classroom and you may need to try some new approaches at home.”
- If the parents get defensive, defiant, or combative, try the “feel”, “felt”, “found” approach.
“I know that this is not easy for you. It’s scary and frustrating to see one’s child not be able to express their potential.” (“I feel for you,” is the message)
“As a parent myself (if true) I have gone through this kind of challenge with my child. (perhaps share a few details). It’s was very difficult.” (“I have also gone through something similar and felt this,” is the message)
“I have found that in these kinds of situations a sound course of action is to . . . (“This is an effective approach to solve the problem, ” is the message)
- If the parent(s) becomes disrespectful or abusive, stop the meeting. “I can see that we are really struggling here to find common ground and that at this moment we are having trouble really listening to one another. I want to support you and your child. At this moment I am unable to do that and I don’t want to do anything to add to your frustration and stress. So I am going to suggest we stop the meeting now and schedule a time to talk again as soon as possible, so we can find a mutually agreeable way to help your child move through this challenge and get on with their learning.”
- Get coaching and support from more experienced people (including your administrative team) before the meeting, at the meeting, or afterward.
- Do not relinquish your advocacy for the child, no matter how resistant the parents are to the facts or to the recommended course of action. Impress upon them that their child is not being the successful student they can be. If need be, bring in some “bigger guns” (administrators) to reinforce the point.
- Recap the conclusions, agreements, and assignments at the end of the meeting. “So let me check my understanding here, this is what we discussed and concluded. Is that correct? And here is what I am going to do over the next two weeks. And here is what you’ve agreed to do in the nest two weeks. Did I get this right?”
- Set a firm date for a follow-up meeting and evaluation of progress and needs. “I suggest we plan to talk (or get together again) in two weeks to check on our progress here. Does that work for you.”
- Take notes at the meeting and send the parents a written recap.
Webcast: The Art of Handling Difficult Conversations with Parents / Pt 1
Montessori Leadership Webcast from August 9, 2017
“The Conversation with Parents I Hate to Have”
Tools for Building Trust and Support When the Topic Turns Tough
The topic and the following suggestions were developed by senior Montessori Foundation consultant Jonathan Wolff.
Webinar led by senior Montessori Foundation consultants, Kathy Leitch and Tim Seldin
Tools for Building Trust and Support When the Topic Turns Tough
1. Do your homework! Seek to understand the parents as well as the child. Seek additional perspectives from others whom you respect.
2. Do your “spiritual preparation.” Become aware of your true feelings, mindsets, biases, and blinders about the child, about the parents, about yourself. “Purify your heart and render it burning with charity . . .” – Maria Montessori
3. Play in your own ballpark – and win! Don’t be lured into responding to upset parents in the wrong place, at the wrong time, or in the wrong state of mind. You prepare the discussion environment – for calmness, comfort, focus, intimacy, and learning.
4. Build up a robust savings fund of “emotional bank account deposits” early and often with parents – before something hits the fan with their child.
5. Begin tough conversations with parents with appreciations and affirmations of mutual purpose, mutual respect, and your unwavering intention to support their child and their family until the issue is resolved.
6. Ask more questions and actively listen. Then ask more questions and listen some more.
7. Be as interested in how the parents are feeling as in how their child is doing. Let them know you care about them as much as their child.
8. Share your observations without conclusions, labels, or incendiary language. Cite specific observed learning or social behaviors in context and how these current tendencies appear to be keeping “your child from being the happy, inquisitive, and engaged learner we know they are capable of being.”
9. Ask the parents if they have observed any of these obstructive behaviors and tendencies at home. If so, build on these commonly shared observations.
10. Assure them that you have come to no conclusions about the causes of these challenges or behaviors and that no one – parents, child, teachers – is being blamed for this disruption in their child’s learning.
“The point is for us to understand what is truly going on here so we can help your child. In some cases this may require some outside evaluation and support, in some cases we may need to do some different things with your child in the classroom and you may need to try some new approaches at home.”
11. If the parents get defensive, defiant, or combative, try the “feel”, “felt”, “found” approach.
“I know that this is not easy for you. It’s scary and frustrating to see one’s child not be able to express their potential.” (“I feel for you,” is the message)
“As a parent myself (if true), I have gone through this kind of challenge with my child. (perhaps share a few details). It’s was very difficult.” (“I have also gone through something similar and felt this,” is the message)
“I have found that in these kinds of situations, a sound course of action is to . . . (“This is an effective approach to solve the problem, ” is the message)
12. If the parent(s) becomes disrespectful or abusive, stop the meeting.
“I can see that we are really struggling here to find common ground and that at this moment we are having trouble really listening to one another. I want to support you and your child. At this moment I am unable to do that and I don’t want to do anything to add to your frustration and stress. So I am going to suggest we stop the meeting now and schedule a time to talk again as soon as possible, so we can find a mutually agreeable way to help your child move through this challenge and get on with their learning.”
13. Get coaching and support from more experienced people (including your administrative team) before the meeting, at the meeting, or afterward.
14. Do not relinquish your advocacy for the child, no matter how resistant the parents are to the facts or to the recommended course of action. Impress upon them that their child is not being the successful student they can be. If need be, bring in some “bigger guns” (administrators) to reinforce the point.
15. Recap the conclusions, agreements, and assignments at the end of the meeting.
“So let me check my understanding here, this is what we discussed and concluded. Is that correct? And here is what I am going to do over the next two weeks. And here is what you’ve agreed to do in the next two weeks. Did I get this right?”
16. Set a firm date for a follow-up meeting and evaluation of progress and needs.
“I suggest we plan to talk (or get together again) in two weeks to check on our progress here. Does that work for you?”
17. Take notes at the meeting and send the parents a written recap.
Variations In Implementation Fidelity In Montessori Education
Montessori is not a brand. Many studies, particularly those aimed at evaluating the efficacy of Montessori education as compared to conventional schooling, discuss Montessori as if it were a single, unified methodology and curriculum (Murray, 2010). Other researchers recognize that Montessori is not a homogeneous system and cite the variations in fidelity of implementation as a major challenge (Danmore, Murray, Daoust, & Rabkin, 2010; A. Lillard & Else-Quest, 2006) .
Significant differences exist between schools, such that a continuum of theory and practice can be discerned. Disagreement exists over (for example) participation in standardized testing (Miller, 2009; Murray, 2005, p. 18); which materials should be used (A. S. Lillard, 2011, 2012); abandoning the extended work period to accommodate teacher-directed activities (A. S. Lillard, 2012, p. 381), (Lillard, Classic and supplemented, 2012, p. 381); breaking up the multi-age grouping (Montessori Schools Association, 2008, p. 18); and whether or not homework should be assigned, and, if so, what form it should take (A. S. Lillard, 2005, p. 80; Seldin & Epstein, 2003, pp. 140–144; Sullivan, 2007). Just about every aspect of Montessori pedagogy is disputed within Montessori schools both nationally and internationally.
Carolyn Daoust, was particularly interested in whether the differences amongst Montessori schools are intentional or inadvertent and the extent to which this related to different perspectives and beliefs held by the teachers (Daoust, 2004).
Amongst her observations was that “some teachers were unaware that they were implementing practices that were inconsistent with the philosophical tenets of the approach” (Daoust, 2004, p. 2). The inconsistencies in practice point to a widespread problem: “What is consistently described as the Montessori Method in writings about the approach is often inconsistently found in actual Montessori classrooms.” This lack of clarity on the defining principles of Montessori hampers comparative research and distorts findings (Daoust, 2004, p. 2). Angeline Lillard states simply that “differences in implementation are multifarious, and there are no established measures of Montessori program fidelity” (A. S. Lillard, 2012, p. 382) . She argues that variations in implementation fidelity may be at the root of the discrepancies in findings regarding efficacy of the model.
Significant differences are discernable between what Angeline Lillard has defined as “classic” and “supplemented” Montessori programs (A. S. Lillard, 2012, p. 381). This distinction is represented by the Association Montessori Internationale (AMI) and its affiliates, on the one hand, and a range of international associations representing various national or regional bodies on the other.
AMI was founded by Maria Montessori and her son, Mario, in August, 1929 to oversee all aspects of Montessori education around the world, with the express purpose of maintaining “the integrity of her life’s work” (“AMI Website,” n.d.; Kramer, 1988, p. 305). This mission extends well beyond the requirements of the school and incorporates the full range of Maria Montessori’s vision as a social movement. For practical purposes, however, AMI represents a bastion of “classic” Montessori, and AMI trained teachers are regarded as the integral component of high-fidelity implementation by researchers, such as Angeline Lillard. The NAMTA Journal and AMI Communications are two journals that reflect this tradition within Montessori.
The American Montessori Society is an example of a national body with the express aims of promoting an interpretation of Montessori education more accommodating of other educational alternatives and open to incorporating pedagogical and curricular components that move “beyond Montessori’s insights to accommodate American culture” (Appelbaum, 1971). Similar accommodations were made for national culture and requirements in the United Kingdom, with a distinctively British approach to Montessori for the Early Years Foundation Phase, represented by the Montessori St. Nicholas, Montessori Centre International and, more recently the Montessori Schools Association (Sheridan, 1993) A similar slide in implementation fidelity has been evident in South Africa, where the AMI approach was predominant from the mid-seventies until the mid-nineties (Kahn, 1995). Sometime, shortly after the compilation of the Kahn report, AMI involvement ceased, the reasons for which have not been documented. AMI influence (and thus classical implementation of Montessori) has all but disappeared in South Africa. Overt efforts to modify Montessori in South Africa include the work of Ian Moll and the Woz’obona project (Moll, 2004).
A number of South African programs are the direct descendants of St Nicholas and London Montessori Centre, while others support adaptations of their curricula to comply with the requirements of the National Qualifications Framework (Nel, 2010). There is currently no AMI aligned training
available in South Africa, although a number of schools employing teachers trained by AMI (when it was active in South Africa or in other countries) attempt to implement a more “classic” approach.
Differences between classic, AMI aligned, orthodox programs, on one hand, and supplemented, adapted, or augmented Montessori programs, on the other, may seem inconsequential to researchers, who are not completely informed regarding fundamental tenets of Montessori orthodoxy. Proponents of classic Montessori hold that it is the “totality” of Montessori that accounts for its success (Haines, 2005; A. S. Lillard, 2012).
One area where “classic” and “supplemented” Montessori differ is in what materials are considered appropriate in the Montessori classroom (A. S. Lillard, 2011, 2012). AMI accredited schools are required to use only materials approved by the AMI pedagogical committee, supplied by AMI approved manufacturers, of which there are only three internationally (“Manufacturers of AMI approved materials,” n.d., “Standards for AMI Montessori classrooms,” n.d.). Non-AMI schools are likely to incorporate a far wider range of materials, which may include conventional educational toys and what are commonly called “extensions.” These are materials that are based on classic Montessori materials but which do not form part of the AMI approved collection.
In a survey of Montessori teacher trainers, Angeline Lillard highlighted areas where adherents of AMI, on one hand, and AMS, on the other, differ. AMS aligned teacher trainers are more likely to accommodate conventional toys such as Lego™, construction blocks, and puzzles, as well as work with playdough and preschool markers, with wide diversity in their understanding of what constitutes “practical life” in the Montessori curriculum (A. S. Lillard, 2011). In the United Kingdom, The Montessori Schools’ Association’s Guide to the Early Years Foundation Stage in Montessori Settings (2008) indicates that MSA (and thus Montessori Centre International, its chief training body) accommodates a range of conventional materials and activities similar to those Lillard categorizes as “supplemented” Montessori.
Similarly, there are differences in the qualifications recognized, (AMI only accredits schools with AMI trained teachers, whereas other associations such as AMS and MSA recognize a wide diversity of training) as well as class sizes and teacher-to-child ratios (AMI requiring larger classes and a higher child-to-teacher ratio than the other associations). Another area where AMI is more stringent is in its insistence on classes being comprised of a minimum of three-year age groupings. While encouraging mixed-age groups, MSA accommodates groups of 2 – 4 year olds at the early childhood level, a grouping that is not aligned to the AMI requirement of 3 – 6 year olds being in the same class (Montessori Schools Association, 2008, p. 18; “Standards for AMI Montessori classrooms,” n.d.).
There are, however, other differences that do not appear to have been identified in extant literature. These have direct bearing on curriculum ideology. Some Montessori schools may be more similar to progressive regular schools than to “classic” Montessori schools; whereas, others may share commonalities with democratic or “free” schools. The positioning of schools on the conventional school/free-school continuum can often be gleaned from their websites. For example, the name of “Academic Montessori” in Ontario, Canada says it all. The school’s website reflects its academic goals, content-based curriculum, and general ethos. Montessori schools with an academic focus, such as Whitby School in Greenwich, CT, sometimes align themselves with the International Baccalaureate model (Brunold-Conesa, 2010). At the other end of the continuum are Montessori schools that are substantially different to anything that is recognizably “school” in the conventional understanding of the word. Namma Bhoomi in Kundapur, India, which is dedicated to a model that prioritizes student democracy and social activism (Caldwell, 2011; Ramachandran, 2003), and Nahoon Montessori School in East London, South Africa, which was heavily influenced by the Summerhill and Sudbury Valley models of participatory democracy (Caldwell & Rich, 2007), represent the other end of this continuum.
A related trend is that from the outset (to use Rita Kramer’s words), “Montessori’s followers had a way of finding in her philosophy whatever it was they were looking for” (Kramer, 1988, p. 352). Popular arguments have been put forward aligning Montessori with philosophies as disparate as those of Ayn Rand (Enright, 2013) and Pauolo Freire (“Education as human liberation: Maria Montessori and Paolo Freire,” n.d.). Attempts have been made to integrate Montessori with approaches, including the International Baccalaureate (Brunold-Conesa, 2010); constructivism in its Piagetian (Moll, 2004) and Vygotskyan incarnations, including the Reggio Emilia approach (New, 1991); and Waldorf (Peterson, 2010). n
References
AMI home page. (n.d.). Association Montessori Internationale. Retrieved December 24, 2012, from http://www.montessori-ami.org
Appelbaum, P. (1971). The growth of Montessori movement in the United States, 1909 – 1970 (D.Phil). New York University. Retrieved from ProQuest Dissertations & Theses: The Humanities and Social Sciences Collection.
Brunold-Conesa, C. (2010). International education: The International Baccalaureate, Montessori and global citizenship. Journal of Research in International Education, 9(3), 259–272. Retrieved from http://jri.sagepub.com/content/9/3/259.short
Caldwell, S. (2011). Children of the earth, architecture and activism: Namma Bhoomi as an exemplar of the Erdkinder Vision. Montessori Leadership, 9 – 14.
Caldwell, S., & Rich, M. (2007). Thoughts on freedom and democracy in the Montessori environment. In D. Bennis & I. Graves (Eds.), The directory of democratic education (2nd ed., pp. 26 – 31). Alternative Education Resource Organization (AERO).
Danmore, S., Murray, A., Daoust, C., & Rabkin, D. (2010, October 22). Danmore 2010 state of Montessori research.pdf. Presented at the AMS Fall Conference 2010, San Dieogo, CA.
Daoust, C. J. (2004). An examination of implementation practices in Montessori early childhood education. University of California, Berkeley, Berkeley, CA.
Education as human liberation: Maria Montessori and Paolo Freire. (n.d.). Retrieved February 3, 2013, from http://www.csupomona.edu/~plin/ls201/montess_freire2.html
Enright, M. (2013). Foundations Study Guide: Montessori Education. Atlas Foundation. Retrieved from http://www.atlassociety.org/guide-montessori
Haines, A. (2005). The totality of Montessori. Presented at the 25th international Montessori Congress, Sydney, Australia: AMI. Retrieved from http://www.montessori-ami.org
Kahn, D. (1995). Montessori in South Africa: An overview of needs and development. Montessori Teacher Education Collaborative.
Kramer, R. (1988). Maria Montessori: A biography. Reading, Massachusetts: Addison-Wesley.
Lillard, A., & Else-Quest, N. (2006). Evaluating Montessori education. Science, 313(5795), 1893–1894. doi:10.1126/science.1132362
Lillard, A. S. (2005). Montessori: The science behind the genius. New York: Oxford University Press.
Lillard, A. S. (2011). What Belongs in a Montessori Primary Classroom? Results from a Survey of AMI and AMS Teacher Trainers. Montessori Life: A Publication of the American Montessori Society, 23(3), 18–32. Retrieved from http://www.montessori-science.org/Lillard_montessori_primary_classroom_survey_AMI_AMS_teacher_trainers.pdf
Lillard, A. S. (2012). Preschool children’s development in classic Montessori, supplemented Montessori, and conventional programs. Journal of School Psychology, 50(3), 379–401. doi:10.1016/j.jsp.2012.01.001
Manufacturers of AMI approved materials. (n.d.). Association Montessori Internationale. Retrieved December 25, 2012, from www.montessori-ami.org (tab “materials”)
MIller, J. (2009). Testing – A Montessori perspective. Montessori Australia eArticle, (4).
Moll, I. (2004). Towards a constructivist Montessori education. Perspectives in Education, 22(2), 37 – 49.
Montessori Schools Association. (2008). Guide to the early years foundation stage in Montessori settings. Montessori Schools Association. Retrieved from stage.montessori.org.uk/__data/assets/pdf…/guide-to-early-years.pdf
Murray, A. K. (2005). Identifying challenges to the future of public Montessori elementary schools. University of Kansas.
Murray, A. K. (2010). AMS Research committee white paper: Challenges of Montessori research. AMS. Retrieved from http://www.amshq.org/Publications%20and%20Research/Research%20Library/Position%20and%20White%20Papers.aspx
Nel, A. (2010). An integrated learning programme for the Knysna Montessori School. Nelson Mandela Metropolitan University, Port Elizabeth.
New, R. S. (1991). Projects and provocations: Preschool curriculum ideas from Reggio Emilia. Montessori Life, 3(1), 26 – 28.
Peterson, J. W. (2010). Waldorf and Montessori combined : A new impulse in education. Encounter: Education for Meaning and Social Justice, 23(3), 21 – 27.
Ramachandran, V. (2003). The Concerned for Working Children: Education, work, and rights. In V. Ramachandran (Ed.), Getting children back to school: Case studies in primary education (pp. 22 – 53). New Dehli, India: SAGE Publications.
Seldin, T., & Epstein, P. (2003). The Montessori way. Sarasota, FL: The Montessori Foundation.
Sheridan, V. F. E. (1993). Relationships between theory and practice in London Montessori pre-schools. University of Sussex, England.
Standards for AMI Montessori classrooms. (n.d.). Association Montessori International/USA. Retrieved December 25, 2012, from http://www.amiusa.org/school-standards/
Sullivan, N. (2007). Characteristics of early elementary homework: Montessori and traditional. Xavier University, Cincinnati, OH.
Montessori Leadership / 2013 / pg 12
Montessori Training in the 21st Century the Challenges and Benefits of Training Models
As the Center for Guided Montessori Studies (CGMS) prepares to launch the world’s first low-residency Montessori Infant/Toddler program, we thought it might be an opportune time to revisit the reasons we created our blended learning approach and what we believe may be the advantages of and shortcomings to alternate teacher training models.
We all know how traditional Montessori training is conducted: long summer days packed into rooms, crowded around a presenter listening to lectures. Your hand may tire from furiously taking notes as you watch lectures and presentations, but the enthusiasm in the room is palpable, as learners interject questions and follow fascinating threads of conversation.
There is some strength to this traditional model, especially for those who thrive in classroom environments. The real-time aspect of classroom learning definitely holds some advantages, especially in terms of being able to get a question answered the moment it occurs.
For many people, however, the experience is overwhelming and exhausting; for others, the traditional model is a transformative experience, where the constant reinforcement of Montessori concepts can lead to real personal breakthroughs. Still, it can be very difficult for anyone with a full-time job or family obligations to give up an entire summer, especially if a training center is some distance away.
Today, many training programs follow alternative models. Starting at the end of the last century and increasingly popular today, there are programs that offer weekend classes throughout the year. There are usually ongoing assignments that are submitted electronically or by mail. Although the occasional weekend class can be inconvenient, busy people do report definite advantages. Despite sharing the same basic method of traditional programs, weekend courses offer less disruption.
It may be easier for some people to process the Montessori curriculum if long training days come in weekend chunks rather than full summers. The downside to this model is that people may have to drive more miles to visit distant training centers many times a year.
Newer programs, such as the CGMS, the Age of Montessori, or Montessori Live offer even more convenience to the learner. While our programs differ, we all began with this question: If we were starting from scratch, what could teacher training look like in the 21st century?
Schools have always complained about needing to properly train their teachers. When designing our program, we wondered if there were a better way to do it?
At CGMS, our answer was that we didn’t want to give up the best parts of the traditional model, but we wanted to face the fact that the world has changed.
Weekends are no longer times of rest, and it is much harder now than it used to be for a parent to go far away for an entire summer. We live in a world where two-income families are common, and the costs of living in a distant city for a long period can be an impossible burden. Would-be teachers often face other obligations besides money that make prolonged travel difficult and giving up weekends impossible.
We also know a bit more about brain science than in Dr. Montessori’s days, and we all know about the brain fatigue that comes from long days of uninterrupted lectures. Not everyone can continue to absorb new information after eight hours of instruction.
At CGMS and other MACTE-accredited low-residential programs, we distill the essence of what’s best about face-to-face training into short, residential sessions. For example, our Primary students perform one residency of almost three weeks. After this, they continue to work with the same students in weekly modules; this is real group learning, not a place to study at your own pace.
Where does the rest of the learning occur? Both online and in their classrooms. The typical process begins with a student watching a video of a lesson being presented to a real child. Student teachers will then practice the lesson in their practicum classroom. Students can have their laptop or tablet right next to them while they practice, rewind to check on the steps, and practice some more. Periodically, students are asked to record their lesson practice and upload this video to share with fellow students and a Montessori expert that we call an Instructional Guide. We also visit them several times in their classrooms to provide extra support.
The same skills that are essential in traditional training are, if anything, required even more for succeeding in a low-residential one like our program. Students must have strong organization and time management skills. The fact that students work at home, amongst the distractions of everyday life, will require an above average level of focus and. Of course, these skills are essential for anyone who wishes to be a
Montessori teacher.
During the course of the week, students at CGMS can work around their schedules. They still have to meet the class deadlines, but there are no ten-hour days of lectures – unless, of course, the student wants that. Our students have more time to absorb the material and experience less brain fatigue. The
disadvantage to this is that it takes longer to finish our course of study than a traditional program.
Our new Infant/Toddler program will also follow this model. Launching next summer, the entire course will be a bit more than a year long and very rigorous. The online format allows us to make the course as long as we need; we aren’t forced to cram an entire curriculum into the summer holidays. For this reason, CGMS will be one of the first programs to include a significant nutrition component, helping the new teacher to understand the powerful effects of healthy eating during the critical developmental period from birth to three years.
So, is online learning right for your school? This may not be the best question. Instead, ask is it right for a particular teacher? A person with the time, freedom, and income may thrive in the traditional summer model. Although denizens of Facebook may disagree, the real extrovert may prefer the weekend learning model. Of course, anyone who is uncomfortable with a computer would do best to look at a fully residential training option.
We live in an era where there is a Montessori training option for every learning style. Summer and weekend training programs will continue – and should continue – to exist. But for those learners who thrive in online environments, and for those would-be Montessori teachers who just can’t travel or give up their weekends, there is now another option. In the 21st century, online learning will be just one more way to expand the reach of authentic Montessori training.
Marc Seldin is one of the principal founders of CGMS and still serves as its COO. A passionate Montessorian, Marc attended a Montessori school through 6th grade and has done consulting for numerous Montessori schools around the country.
Montessori Leadership / 2013 / pg 8
Salary Scales – Some Questions to Consider
What will you pay a brand new teacher with no experience? ____________
How much is each year’s experience worth? ____________
Do you think that it is important to pay everyone according to the same pay scale? ____________
If yes, is there anything that you can do if you find someone excellent who cannot accept your salary as per the salary scale?
Do you feel that a salary scale should be based solely on diplomas and years of experience, or should all or part of someone’s salary be based on how hard they work and how effective they are with students, parents, and fellow staff members?
_______________________________________________________________
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What is each year’s experience worth? Is a year at another Montessori school worth the same as a year at your school? ________________
Will you pay more if someone is trained through one Montessori training center over another ___________?
What is a 4 year college degree worth? ____________
What about a Masters degree? ____________
A Doctorate? ____________
Can someone perform extra duties at your school for higher pay? _____________________
Do you follow a salary scale at your school? If so, how does it work?
As one example: Base salary for all full-time staff + add on for a Montessori credential + add on for a 4 year university degree + add on for a Masters degree + add on for each year o0f previous teaching experience + add on for any additional duties someone is assigned to manage (such as coordinating the aftercare program)
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The Culture of the School Starts with Leadership
Leadership styles that include behaviors that exhibit trust, strategic visioning, inspiration, competency, direction, honesty, ethics, and sensitivity to the needs of followers provide a universally accepted positive leadership. Leadership is different from management and includes the ability to motivate, inspire, intellectually stimulate, consideration for employee needs, innovation, creativity, empowerment, and the ability to engage followers. Management, according to Northouse, produces order and consistency, while leadership produces change and movement.
Effective leadership is the ability to produce a desired outcome. Are your employees motivated and engaged in what they do? Are they excited to come to work? Are they producing the desired results? If your answer is no, then check your leadership style.
Leadership occurs at multiple levels of the organization. A person does not need a title to be a leader. Positions of authority or title often place individuals in roles of leadership. How this authority is used and the style of leadership is dependent upon the person in that role. If you find that you have to remind people that you are the boss, you might want to re-think your leadership style. Making statements such as: I’m the boss, you have to do this or I’ll write you up, I’ll dock your pay, etc. is coercive leadership.
What you are really saying is that employees must do something your way or you will punish them. You may get the desired results for a while, but you create a negative culture at best and at worst a hostile work environment. Leaders influence and inspire rather than use coercive tactics. There are times when leaders have to make definitive hard decisions that some people will not like. A wise leader carefully understands the strategic vision and purpose of the organization and inspires everyone to remain on that path. If a staff member cannot settle into the vision and purpose of the organization, he or she may not be an appropriate fit with the organization.
Douglas McGregor’s Theory X and Theory Y are based upon the perception that a leader has about his or her followers. A Theory X leader sees employees as lazy; they hate their jobs; they have little ambition; they have no initiative; and they are untrustworthy. As a result, the leader must closely supervise, develop a hierarchical and punitive environment, implement an incentive program to gain extra effort, limit employee potential, be very restrictive and not trust employees. Conversely, Theory Y leaders believe employees are ambitious, self-motivated, self-controlled, enjoy work duties, and possess problem-solving skills; thus, much freedom is given to employees because leaders believe people want to do well, are motivated by the satisfaction in a job well done, are committed to their work, create possibilities, and are worthy of trust.
Micromanagement happens when leaders assign tasks or delegate responsibilities while giving minute details they feel need to be addressed instead of releasing the responsibility. Typically, micromanagers justify their actions by saying, “I just want it done right.” R. D. White calls micromanagement a compulsive, behavioral disorder that is similar to other addictive patterns of behavior and says that micromanagers do so out of their own self-doubt and insecurity. White says that micromanagers are addicted to controlling others and calls this an organizational pathology.
According to White employees under micromanagers are exploited instead of inspired; the organization is dumbed down since the micromanager fears competition from better ideas; good employees leave and more drones are hired; there is a downward spiral of morale, skill, and productivity; employees become fearful of constant criticism—even if unspoken, they no longer risk bringing their own creativity to the organization; and as they become frustrated, customer service diminishes. Theodore Roosevelt, quoted by White says, “The best executive is one who has sense enough to pick good men to do what he wants done, and self-restraint enough to keep from meddling with them while they do it.” Think about the kind of culture your leadership style creates.
An employee once asked me, “Why is it that when you assign a responsibility you don’t give me details and the other leader tells me every little detail when assigning a task?” I responded with, “I know you are intelligent, capable, and can figure it out. I also know, if you have questions you will ask me. I know that you will accomplish whatever I put before you excellently.
Why should I stifle your own creativity by insisting you do it my way?” Voltaire is credited with this proverb: “The perfect is the enemy of the good.” Creative employees might do it better than I could and that makes me look really good because I hired them. When you go behind employees fixing what you perceive is wrong to make it right you destroy trust and respect. Employees begin to feel they can never meet your standards, and this creates an insecure, distrustful relationship, and creativity becomes stifled.
When you praise employees about how wonderful they are, and then go behind them fixing perceived inadequacies you send a mixed message. They will accept what you do rather than what you say. If you tell other administrators behind closed doors that you don’t trust an employee or that you have to watch employees to keep them honest, then you have a serious trust issue. Trust from a leader is followed by trust from the follower. If the leader does not trust, they become untrustworthy in the eyes of the follower.
Self-awareness is an important responsibility as a leader—may be the most important responsibility. Self-awareness is the process of knowing your own weaknesses and strengths and understanding the impact these have on people around you. It is the understanding of your personal core values, identity, emotions, motivations, and goals and objectives that drive you. This is personal understanding at its deepest level. It is a necessary skill for a leader and leads to emotional intelligence.
There are two parts to the concept of emotional intelligence—personal competence and social competence. Personal competence includes self-awareness and self-management. Self-awareness is the ability to understand the underlying tendencies and your own emotions as you engage in a situation. This is the ability to say, “I’m worried about… and because of that worry I have a tendency to want to control all of the details.” Self-awareness if the first step to changing behavior. Self-management is what happens when you act or you don’t act. Self-management restrains your reactions to situations and people and tolerates uncertainty long enough for you to explore and understand your own emotions before you react. It’s managing your natural tendencies.
The second part of emotional intelligence, social competence, starts with social awareness. Social awareness is the ability to be aware of the emotions of others and understand what is going on with them. Through listening and observation, you absorb critical information. Relationship management is using your understanding of your own emotions and other’s emotions to manage interactions effectively. This understanding helps you understand people and treat them the way you would want to be treated.
If you find the climate of your organization is uncomfortable, the morale of your staff is poor, or a general malaise has taken control, examine your leadership style—first. Be brutally honest with yourself. If you recognize your tendencies to be a micromanager re-read the list from White’s article above. If this is how it makes people react, and I believe it does, then work on your emotional intelligence!
To raise the morale, improve the climate, and get rid of the malaise will take the hard, consistent work of a
dedicated leader.
References
- Bradberry, T. and Greaves, J. (2009). Emotional Intelligence 2.0. TalentSmart, San Diego, CA.
- Northouse, P. G. (2010). Leadership: Theory and Practice. SAGE Publications, Inc., Thousand Oaks, CA.
- White, R. D. Jr. (2010). The Micromanagement Disease: Symptoms, Diagnosis, and Cure. Public Personnel
Management, 39 (1).
Montessori Leadership / 2015 / pg 27
Webcast: Creating a Foundation of Normalization
Room City 9:Tips And Treasures From Conducting An Economic Simulation in a Montessori Classroom.
“Can we have economy time? Can we, please?”
I‘m greeted with variations of this query as the students return from PE. There is an hour left in the school day, and the students had their three-hour uninterrupted work period in the morning. The question for me becomes: Do I want to try to squeeze in more lessons with energetic children, who already feel they put in their learning time today, or do I want to permit an unscheduled learning experience that we’re all going to enjoy? It’s not a difficult decision to make.
I nod my assent and a collective cheer goes up from the students. In minutes, the classroom is transformed into a zone of commerce: tables are moved; business licenses are placed on display, goods are taken out of storage, and a line forms in front of the microwave in anticipation of needing hot water. A waitress from Bamboo Cafe approaches me and asks if she can take my pre-order and reserve my usual seat. I’m struck with the beginning of a lesson idea I can teach at the start of next economy time; I could use Bamboo Cafe as an example of a business that adheres to the principle of offering “and something more,” or maybe a lesson on “service with a smile.”
I co-teach a 9-12 Montessori classroom at Bowman International School. The preceding story is an experience a couple weeks from starting our own economic simulation with a class size of 18 students.
On the day I introduced the simulation, I also introduced a manual to go with it. Using a manual is a practical life skill, and I always like to include a manual when I run a simulation. This one is chock full of stuff. I described ideas for what could be bought and sold and categories of goods and services that were out of the question (I was particularly worried someone might try to make friendship a commodity.) There is a section describing how to get a business license and another describing penalties. There is also a section for all of the civil service applications, bank employees included.
My next step was to hire staff for the state-owned bank and to teach them record keeping. This extended the preparations to an extra day to make the simulation successful. When the bank was ready, the state issued stimulus checks of $25 to each student out of a closed pool of $2,000. Students needed to sign to indicate that they had read through the manual before they received their stimulus money. They, then, took their check to the bank and opened their own checking account.
Next came the frantic rush to open businesses. I fielded lots of questions about the application form fields for ‘commercial vs. non-profit’ and what was meant by ‘shares’ in a company. They also put in their requests for goods to resale.
Not allowing students to bring anything from home, I brought in cheap wholesale goods that could be resold. One can of lemonade mix can go a long way, and the low real-world price paid for tea could be stretched out into a lot of separate purchases inside our classroom simulation (but perhaps not as many as were actually conducted; once I received a cup of tinted water after the bag had been reused multiple times). Students could sell things made from readily accessible classroom resources like paper, but they had to pay for these resources if used within the economy. In the second year that I used this simulation, I responded to student requests when I noted it was inexpensive to purchase bulk bags of items students liked, such as cheap plastic beads.
Any items I picked up at the store were offered in an auction to the class, with the government pocketing the proceeds. I borrowed all of the ping-pong paddles from the PE department, so that each participating business could use one during the auction. I tried to imitate the patter of professional auctioneers, and while I can’t match their speed, I got close enough that nobody wanted to miss listening in to an auction:
“In the next lot we have a box of fine, wholesome crackers. I see in the information panel that there are 80 crackers in the box, and I’m sure you could get lots of individual sales out of 80 crackers. Let’s start the bidding at four dollars. Do-I-hear-four-dollars?-I-hear-four-dollars.-I-have-four-dollars-do-I-hear-five?-Five!-from-the-lady-in-the-blue-shirt.-Six!-from-the-gentleman-
with-discerning-tastes-in-consummable-goods-do-I-hear-seven?-Com’n-people-this-box-is-a-steal-for-seven-dollars…”
Montessori Principles:
Prepared Environment
Although I’d been inspired reading articles describing economy simulations during teacher training, it was years before I facilitated an economic simulation of my own. I hesitated because I didn’t know if I could be creative enough to think of enough for the students to do. What I discovered was that I didn’t have to. If I set up a rich environment (a place where lots can happen within described boundaries) the students themselves will fill in the gaps. Time and again, I’m shown that I can trust in the imaginations of children. In this case, I think the manual provided most of the boundaries, and I added additional ones as needed.
As far as physical materials go, the most important piece to prepare is the blank checks. I had those ready to go by the hundreds, and Room 9 City would grind to a halt if we ran out. Goods to resell are important, too; though, even without them, a dull economy could happen.
Teaching good accounting records is next on my list of important preparations. Besides being a good opportunity to work math skills into the project, most of the disagreements that came up in Room 9 City could be solved by analyzing the accounting records. Balancing personal checkbooks never really caught on, but each business was required by law to log all of their transactions, and the bank kept its own records. See Figure 1 for excerpts from bank records, a processing log for checks, and the account for “The Store.”
It should be noted that I didn’t tell the bankers how to lay out their records; I just described what needed to be captured and why. There is probably more captured in all of the records than is strictly necessary, but it is important that the students own the process.
Student Responsibility and Empowerment
We have a Maria Montessori quote hanging on our classroom wall:
“The greatest sign of success for a teacher is to be able to say, ‘The children are now working as if I did not exist.’”
I let this philosophy guide my praxis, including facilitating this economic simulation. Each day when Room 9 City opened for business, I asked myself: What am I doing for the simulation that the students could do for themselves? For example, I noticed a big chunk of my time was spent writing weekly paychecks for my civil-service employees, so I hired a city comptroller. Evaluating clean-up and issuing citations (the latter of which really only happens once per company, as nobody wants to pay fines as a result of disrespect for the time limits and cleanliness expectations) was turned over to a newly commissioned FBI. The FBI also took on the investigation of financial transaction disputes by examining the records. Even the auctioning of goods (a job I enjoyed) was given to ambitious auctioneers in the second year. A good Montessori teacher knows when to get out of the way, and pretty soon, all the day-to-day tasks were performed by students. I was spending my time observing and working on one-time problem-solving.
A notable exception to redistributing responsibility to the students was that I maintained the role of mayor (actually I called myself and my co-teacher “the State”). In part this was because I wanted the simulation to keep going as long as the students were interested in it, and if I’d left the top-level decision-making to the students, it would have ended sooner than that.
For example, I instituted a state lottery commissioner position for a student, who wanted more math; however, if that kid had been free to implement every product idea that came to him we would have been bankrupt in no time. While that would have been a good learning experience in fiscal responsibility in the public sector, I weighed that against future learning experiences should the simulation be able to continue. Keeping the Head of State role allowed me the option of making such a call, but perhaps someone more knowledgeable about parliament (or someone more adventurous!) would choose to have a student-run government.
In-Game vs. Out-of-Game, How to Problem Solve
One day Jane was outraged when the clothing for a class stuffed animal her company had commissioned from the Fabric Hut fell apart due to shoddy workmanship. Tim, the owner and operator of the Fabric Hut, was a firm believer in caveat emptor, adamant that they would not issue a refund. Both parties brought the problem to my attention, thinking I’d tell them what to do. I thought about it and eventually said, “In the real world this might be solved in court. Jane would sue Fabric Hut on behalf of her company, and both parties would hire lawyers to represent them. It seems like it’s time to introduce a court to Room 9 City. If both of you would agree to delay resolution on your case until I can train lawyers, I will make sure yours is the first case to be heard if it goes to trial.”
Both parties quickly agreed to a hold on their issue. Even Jane, who was not breathing correctly a couple of minutes ago when she was so mad, was enamored with the idea of seeing what a courtroom trial would be like. Even later, when their lawyers explained the option of out-of-court settlements to them, there was no way they were going to pass on the pageantry of a real trial.
The first year I had three students sign on to be lawyers. They didn’t just become lawyers, they had to learn how to do it right and then pass a faux Bar exam. The Bar exam had questions about law that they could look up the answers to, but the meat of the exam is scenario questions lifted off a real exam I found online. These questions and my mini-lessons covered: how to question a witness; the 5th Amendment; attorney-client privilege; the defense’s right to all of the evidence of the prosecution; the philosophies behind the American judicial system; UFC code; the need to represent your client to the best of your ability regardless of your personal beliefs, and other issues of professional integrity. One girl described it as the hardest test she’d ever taken and felt a great sense of accomplishment when she received her license to practice law. The second year I ran the law program as a correspondence course, where students received their work through the class mailbox, and we held a graduation ceremony, where the new lawyers earned a diploma and made speeches.
I wanted the practice of law to be perceived well by the new lawyers, and so to supplement their income, I alternated paying a retainer fee to each of them. Besides handling cases, the lawyers could make money drafting legal documents for the other students using a do-it-yourself legal forms example book I found in Kinkos™. In the case of Jane vs. Tim, Tim had the option of paying for his choice of lawyer; or, if he didn’t think he could afford one, having a public defender appointed for him.
When we finally tried the case I invited the other 9-12 yr old classrooms to come observe. We set up rows of chairs in the multi-purpose room for the audience and had a judge’s bench, witness stand, and tables for both sides up in front. I hired a bailiff to announce the judge’s entering the room and other items of protocol. The lawyers were splendid in their questioning of witnesses: no leading questions, no hearsay, no drawing conclusions outside of opening and closing arguments, etc.
There were some tears at the closure of the trial (one side had to lose), but the legal experiment ended on a nice note. The lawyers remained interested and tried to schedule a go-out to see a real trial. In Montessori, students are encouraged to follow their interests as long as they have them, plus practical life is part of the curriculum; no lesson was more popular the first several years of my teaching than the one on phone etiquette (which unlocked the privilege of calling the outside world to arrange additional learning experiences). Arranging a time to drive a few students out to observe a trial appropriate for children to go see proved too difficult, but they did find a public defender who was willing to come in to speak to the class.
“Out of game” refers to wearing your big teacher hat and declaring how something is going to be. Whenever possible I tried not to resolve issues out of game, but instead tried to think of what the real-world analog would be to use “in game.” This requires a bit of creativity, and it helps to understand how our world works, but the students appreciate it. I went with courtroom procedures in the above story because that was what I know, but I’m sure another facilitator out there knowledgeable in arbitration could have made that work, too.
Maria Montessori believed the students’ goal is to become adults, and they want to do the practice of adults. Making the economic simulation as realistic as possible speaks to that need.
Follow the Child
Lindsay didn’t care about accruing wealth or drinking hot cocoa. Her passion was science, and she wanted to share it with the world. She was the first student to check the ‘non-profit’ box for business type on her business license application. After being accepted, she went through my science poster bin and prepared lectures on different subjects. They were good presentations but not all that popular among her peers, even on days she offered them for free. Even the occasional attendance of a paying teacher would not have offset the costs of the accruing mortgage payments for the classroom space she bought for her non-profit.
That year, I offered grant money for the arts and education. Anyone could apply, but Lindsay was one of only a few who took me up on it. She came in from a long weekend with a six-page grant proposal in hand, complete with character references she asked people in her outside community to write for her.
Both years we ran the Room 9 City simulation it went on for months; At least three 45-minute sessions were conducted each week alongside the students’ other studies for several months. I attribute part of this longevity to being aware of what the students were interested in and facilitating experiences where they could explore those interests. To do otherwise, the students would have gotten bored long before, which is when a simulation should close.
Listen to the child, observe the child, and then match the learning experience to the child. Multi-age Classroom
George’s first year in Room 9 City was far from successful. He tried very hard though. He served lemonade at the lemonade stand, Lovely Lemonade, but was laid off when they weren’t hitting their sales target. I loved the day he was hired to play live music at Bamboo Café and whipped out his trombone. Again, the Bamboo Café decided they couldn’t justify the expense and let him go after only one performance (I wish I had a state-sponsored arts fund set up that year). His final attempt was to use his remaining capital to purchase the area where the sink was located. He offered a pretty good deal for cup/plate washing: $2 for a week for personally washing every dirty item your place of business produced. He felt he couldn’t lose, because he decided he owned the sink and everyone was either obligated to accept his deal or be fined for breaking the health code. Unfortunately, the other businesses refused to recognize his monopoly and washed their own cups in the sink anyway. Maybe he could have tried suing or perhaps hiring some muscle, but by this point he was ready to give up.
The next year, George came back raring to go. He had a plan for changing his fortunes; he’d decided the most profitable job was that of bank manager, and he made sure he got that job. George had lots of new ideas to improve the bank, too, such as personalized checks, breath mints, company accounts, an in-box, and a wait line with a courtesy gap. He did well for himself, and I got to mentor him on dealing with disagreeable customers (students tended to be at their worst when there was a problem with their account). George retired feeling proud of himself and his accomplishments.
I teach a 9-12 year-old classroom, which means I have each student for three years. There are some definite advantages to this, which I capitalized upon in running the simulation for two
consecutive years.
For the most part, the elders in the classroom were the most successful entrepreneurs. Instead of being lost, most of the youngest students became the employees of elder-run businesses. This is where they studied what the elders were doing and came back the next year ready to implement what they learned.
Ownership
Teachers, like students, are going to do their best work when they own it. I’ve taken other simulations I’ve created and shared them across classrooms before, but I always stopped short of interfering with another teacher’s vision for the project. All of the simulations in the other classrooms turned out great, and I would have only diminished their success had I tried to get the other teachers to do things my way. That’s why I recommend making your own economics simulation, using resources like this paper as a guide.
One thing that may hold some back from this course is concern that they may not have the expertise for the subject matter. I’ve found that a layman’s knowledge is plenty for this age group; I know I haven’t had anything one would consider advanced economics training, just a semester studying economics in high school plus occasionally listening to NPR, but this has proven to be enough to throw a good economics sim. Just get started and do what you can. You can always add more next time. The second year, I introduced real estate, variable-rate loans, grants, taxes, and other content that made the first year pale in comparison. The first year was a success all the same, and it really came down to the students’ imaginations, not mine.
The more likely obstacle to crafting your own simulation is fear of the unknown. The answer to this fear, for me, is trust in my students. I trust in both their creativity and acceptance of my human imperfections. They want this to work, and leaning on them to help fix problems is not met with open air.
Other Options
Despite the reassurances above, you may feel a commercially provided economics simulation product is the only way forward for you right now. If so, by all means go for it. The subject matter is of definite interest to this age group (how many times have you seen your students ‘sell’ some mass-produced hand-made treasure to their friends?), and it would be a shame not to do anything to reach out to that need. It’s a start, and it could lead to your own program in time. There are many products out there to choose from, and I think the next best thing to your own program would be to find one that you could adapt to your classroom and Montessori principles.
Take, for example, the pacing guide of such an off-the-shelf program. Instead of teaching the supporting lessons in order, what if you observed your students and skipped around to the lessons that most interest them at the moment? If they seem eager to produce things, perhaps that’s when you bring out the lessons on assembly lines vs. cottage industry. If they’re stressing over starting capital, maybe that’s when you pull out the lessons on venture capitalism and bank loans.
The currency itself is another area you could look at modifying. I suspect most commercial products out there are going to use paper money, if for no other reason that in the age of freely sharing ideas across the Internet your product is more sellable if you provide physical things. Does your program really need physical money though? Would record-keeping that is less prone to getting lost be a better solution for your classroom?
The freedom for student exploration is another aspect to consider. To best apply the Montessori principles described in this paper requires a system where students have the liberty to retry efforts or move on to new ones. If your commercial economics product comes to you with fixed groups or product lines, you could consider removing these limitations for your classroom.
In Review
I have facilitated several widely different simulations besides the economic one described in this paper, including global warming, human evolution, and Romance of the Three Kingdoms. In each of them I’ve found it best to apply Montessori’s principles as my guide. While the lessons provided in her albums are great, it’s understanding of the philosophy that makes Montessori adaptable to the modern world. Preparing the environment, observation, following the child, capturing the imagination, including practical life, letting the children learn from each other, owning your work, independence…these are timeless ideas. Through applying these ideas we can create proper Montessori experiences that Montessori herself never dreamed of in the 1900’s. Through applying these ideas we can make school a successful learning experience that all children love to participate in.
Montessori Leadership / June 2015 / p 21