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Metacognitive strategy teaching for junior EFL learners Dr. Wendy Y.K. LAM Department of English The Hong Kong Institute of Education 25 October 2009 1 Overview • • • • Theoretical framework Empirical studies Findings Implications/ applications 2 What are metacognitive strategies (MCS)? Definition of MCS MCS are ‘higher order executive skills that may entail: 1. planning 2. monitoring 3. evaluating the success of a learning activity (O’Malley & Chamot, 1990) 3 Role of MCS is to enable the learner to: 1. think ahead 2. plan for some action 3. assess how well he/she has done Learners well-versed in MCS use are: learners with direction expert language learners (Rubin, 2005) 4 MCS strategies were proposed for teaching: 1. Problem identification • to facilitate the global planning of a task • to assess the purpose and expected outcome of the task 2. Planning content (Ellis, 2005) 3. Planning language (Ellis, 2005) 4. Evaluation 5 MCS subsume social strategies & affective strategies (Macaro, 2006) Three social-affective strategies were included: 5. Asking for help (social) 6. Giving help (social) 7. Positive self-talk (affective) 6 Seven MCS selected for teaching (Lam, 2009) 1. 2. 3. 4. 5. 6. 7. Problem identification Planning content Planning language Evaluation Asking for help Giving help Positive self-talk } } } } testable/ interim } solutions } } To improve task performance 7 Metacognitive strategy teaching (MCST) research (Cohen & Macaro, 2007; Griffiths,2008) Effective in raising students’ awareness of strategies to help them deliver meaningful messages Students reported using significantly more strategies Significant differences in oral proficiency favouring the treatment group were found for the transactional speaking task Video-taped performance of oral reports showed significant improvement 8 MCST: Summary As Hassan et al (2005:3) summarise, for speaking ability, ‘instructing learners to use certain strategies appears successful but the evidence is not compelling (small number of studies, varied relevance, varied reliability)’. 9 The Research Research Questions: 1. Does teaching the use of the seven target MCS lead to improved performance in L2 oral tasks? 2. Does the teaching lead to greater use of these strategies in L2 oral tasks? Intervention studies in Hong Kong Two Secondary Two intact classes; pre-post comparisons 10 The teaching Group work discussion tasks: Intervention: • 8 oral lessons were spread over 6 months (i.e. Week 1 to Week 20) for C and E classes. • Each lesson lasted one hour and 20 minutes. • Teaching materials • C & E classes did very similar activities except that E class – MCST C class – MCST X 11 MCS Teaching Lesson MCS in focus Activity 1 Problem identification Planning content 2 3 Planning language 4 Evaluation 5&6 7 Asking for help & giving help Positive self talk Revision & consolidation purpose and Ss prioritized a list of items to be taken on a camping trip on an island. Ss were taught to do strategic “Planning content’ by using mind mapping. Ss were given a list of outdoor activities and had to describe each activity for a minute. Ss were taught how to plan for the vocabulary, pronunciation, and structures that might be needed for the description. Ss had to offer advice on how to keep fit. Ss were taught how to strategically think back to do ‘Evaluation’ in identifying their strengths and weaknesses in their performances. Ss were taught how to ‘Ask for help’ and ‘Give help’ as appropriate. Ss took turns to give information about food items so that the group could fill out a table. Ss were asked to try ‘Positive self-talk’ by thinking positively about their performance. 8 Ss mapped a list of things on an island. Ss were taught how to analyse the demands of the task. Ss were asked to rank important attributes of friendship. 12 Ss were free to use whatever strategies they had learnt Data Collection – A Synthesis of Approaches 1. Rating task performance (RQ1) Aim: To assess students’ performances on group work discussions X a research tradition there might be changes not amenable to observable changes in performance 3 other methods were used to probe strategy use 13 2. Questionnaire (RQ2) Aim: To assess students’ perceptions of their own strategy use over time 3. Observation (RQ2) Aim: To study observed strategy use when students are engaged in a task 4.Stimulated recall (RQ2) Aim: To gauge students’ covert strategy use 14 Findings RQ1: Does instruction in the use of the seven target MCS lead to improved performance in L2 oral tasks? Task rating Ratings on group discussion tasks Week 1 Mean S.D. Mean S.D. Pre-post Difference Mean 3.20 0.89 3.15 0.75 - 0.05 E class 2.85 0.67 3.45 0.69 +0.60 * C class 2.63 0.92 2.63 1.06 E class 3.00 0.76 3.75 0.89 +0.75 * Mean S.D. Mean S.D. Mean 2.95 1.23 3.40 0.68 +0.45 E class 2.83 0.72 3.98 0.97 +1.15 * C class 2.75 0.71 2.38 0.74 - 0.37 E class 2.68 1.16 4.06 0.74 +1.38 * ‘English proficiency’ ratings (1 = lowest; 6 = highest) ‘Whole class’ task C class ‘Pull-out group’ task ‘Task effectiveness’ ratings (1 = lowest; 6 = highest) ‘Whole class’ task C class ‘Pull-out group’ task Week 20 <* > denotes a higher pre-post gain than that of the C class 0.00 15 RQ2: Does instruction in the use of the target MCS lead to greater use of these strategies in L2 oral tasks? Questionnaire Relative effects of the MCSI on the E class as compared with the C class on self-perceived strategy use Name of strategy Effect size (%) 1. Asking for help (T) + 76* p= .0017 2. Problem identification (T) + 50* p= .0041 3. Encouraging others to use available resources for help (NT) + 26 4. Giving help (T) + 21 5. Letting others speak more to reduce pressure (NT) + 21 6. Planning content (T) + 20 7. Accepting performance outcome (NT) + 20 8. Relying on oneself for help (NT) + 14 9. Thinking about the conduct of the task (NT) + 13 10. Evaluation (T) + 10 11. Planning language (T) +5 12. Taking risks with language (NT) +4 0 13. Taking risks with content (NT) 14. Positive self-talk (T) <*> denotes that the effect size is significant at .05 level - 2 16 Observation Standardized frequencies (per 10 turns) of the observed use of individual and the whole sample of target strategies C Class Strategy E Class Wk 1 Wk 10 Wk 20 Wk 1 Wk 10 Wk 20 T=148 T=214 T=197 T=201 T=164 T=158 N=84 1.3 N=54 2.3 N=100 N=73 0.8 N=92 0.2 0.1 N=70 0.5 2. Planning content 3.0 3.4 4.6 1.9 0.9 0.2 3. Planning language 0.2 0.0 0.0 0.1 0.7 0.2 4. Evaluation 0.0 0.0 0.0 0.0 0.9 0.0 5. Asking for help 0.3 0.1 0.1 0.4 0.7 0.1 6. Giving help 0.6 0.6 0.3 0.6 0.5 0.5 7. Positive self-talk 0.0 0.0 0.0 0.0 0.1 0.1 4.9 4.3 5.1 3.5 5.1 3.4 5 7 6 1. Problem identification Aggregated frequency of use Aggregated type of use 5 4 4 17 Stimulated recall Proportional frequencies of the reported use of individual and the whole sample of target strategies in SRIs Strategy 1. 2. 3. 4. 5. 6. 7. Proportional frequencies (%) C class E class Wk 1 Wk 10 Wk 20 Wk 1 Wk10 Wk 20 4 0 0 3 8 23 7 7 21 1 3 2 4 0 12 7 8 2 0 4 0 0 10 4 4 0 0 4 7 0 3 3 0 1 1 2 0 0 0 0 2 2 22 14 33 16 39 35 Problem identification Planning content Planning language Evaluation Asking for help Giving help Positive self-talk Aggregated proportional frequency of use 18 Summary of findings RQ1 (Task performance) The E class made greater improvements in Task Effectiveness than English Proficiency. RQ2 (Metacognitive strategy use) Whole sample (7 MCS taken together) - increases in reported use (SR) over time Individual strategies – Problem Identification (winner) 19 Value of MCST on task performance RQ1 Effects of MCST on task performance The E class made greater improvements in ‘Task effectiveness’ than ‘English proficiency’. There was evidence to support a case for guided, group-based planning and for enhancing the benefits of planning for task performance (Foster & Skehan,1999) 20 Value of MCST on strategy use RQ2 Effects of MCST on the use of the whole sample of strategies There was increasing reporting of strategy use in stimulated recall (SR) interviews over time. Awareness-raising / ‘noticing’ Explicit focusing of strategies in the MCST may have a pervasive impact on students’ strategic awareness or noticing’ (Schmidt, 2001) of strategies 21 RQ2 Effects of MCST on the use of individual strategies There was corroborating evidence to support increases in the uptake and reporting of Problem Identification. What is Problem Identification? Global planning The learner needs to develop an executive control over the task by acquiring some kind of task knowledge i.e. purpose/ demand (Wenden, 2001). 22 Match between task type and strategy use • Not all strategies are equal (Oxford et al., 2004) • Some are more beneficial to others depending on task type • The type of oral task chosen (i.e. prioritization) Problem identification 23 Implications for Teaching Oral Tasks Value of strategy instruction An impact on the desirable ‘noticing’ (Schmidt, 1990) of strategy use in terms of awareness-raising Pre-task (global) planning for speaking Extend and expand processing time and space Develop a strategic approach to completing tasks Post-task reflection Conduct process-based discussion Matching task type with strategy use E.g. individual presentations, information-gap activities, group discussions 24 Selected References Cohen, A. D. and Macaro, E. (Eds.) (2007). Language learner strategies: thirty years of research and practice). Oxford: Oxford University Press. Ellis, R. (Ed.). (2005). Planning and task performance in a second language. Amsterdam: John Benjamins. Foster, P. & Skehan, P. (1999). The influence of source of planning and focus of planning on task-based performance. Language Teaching Research, 3(3), 215-247. Griffiths, C. (Ed.) (2008). Lessons from good language learners, (pp.83-98). Cambridge: Cambridge 25 University Press. Hassan, X., Macaro, E., Mason, D., Nye, G., Smith, P. & Vanderplank, R. (2005). Strategy instruction in language learning: a systematic review of available research. In Research evidence in education library. London: EPPI-Centre, Social Science Research Unit, Institute of Education, University of London. Retrieved January 14, 2008, from <http://eppi.ioe.ac.uk/cms/Default.aspx?tabid=297&language= en-US/>S/ Lam, W. Y. K. (2009) Examining the effects of metacognitive strategy instruction on ESL group discussions: A synthesis of approaches. Language Teaching Research, 13. Macaro, E. (2006). Strategies for language learning and for language use: revising the theoretical framework. The Modern Language Journal, 90(3), 320-337. 26 O’Malley, J. M., & Chamot, A. U. (1990). Learning strategies in second language acquisition. Cambridge: Cambridge University Press. Oxford, R,, Cho, Y., Leung, S. & Kim, H-J. (2004) Effect of the presence and difficulty of task on strategy use: An exploratory study. International Review of Applied Linguistics, 42(1), 1-47. Rubin, J. (2005). The expert language learner: a review of good language learner studies and learner strategies. In Johnson, K. (Ed.), Expertise in second language learning and teaching (pp. 37-64.). Amsterdam: John Benjamins. Schmidt, R. (1990). The role of consciousness in second language learning. Applied Linguistics, 11(2), 129-158. Wenden, A. (2001). Metacognitive knowledge in SLA: The neglected variable. In M. P. Breen (Ed.), Learner contributions to language learning. New directions in research (pp. 44-64). UK: Longman Pearson Education. 27 Thank YOU very much for participating! 28