Research for Practitioners: Are There Basic Principles Across All Instructional Design Models?

The intention of instructional design theoriesand models is to ground or guide us in our learning design efforts to address learnerand organizational needs. But let’s just say it out loud … there’s a lot tochoose from. Do they all have equal value? Are they just variations on a theme?

Given the plethora of available choices, M.David Merrill sought to determine whether a set of core principles was presentamongst the models. If the answer was yes, could they serve as a basis fordesigning effective and efficient learning regardless of program or practice? Herewe go!

Thequestion

Do the selected theories and models have fundamental underlyingprinciples in common?

According to this paper, a principleis a relationship that is always true under appropriate conditions regardlessof practice (a specific instructional activity) or program (an approachconsisting of a set of prescribed practices).

Themethod

Merrill selected a variety of learning theories and models foranalysis to determine a set of common (read “first”) principles that werepresent.

These theories and models included:

  • Star legacy (Vanderbilt Learning TechnologyCenter)
  • 4-Mat (McCarthy)
  • Instructional episodes (Andre)
  • Multiple approaches to understanding (Gardner)
  • Collaborative problem solving (Nelson)
  • Constructivist learning environments (Jonassen)
  • Learning by doing (Schank)

Theresults

Five first principles emerged from Merrill’s research (2002). Heconstructed these into phases of effective instruction (see Figure 1).


Figure 1: Phases of Effective Instruction

Table 1 describes these principles and is augmented with Merrill’s(2007) synthesis of the first principles and reflective questions for design.

Table 1: Augmentedfirst principles and reflective questions for design

Principle

Learning is promoted when…

Questions to ask yourself

Problem and task centered

Learners are engaged in solving real world problems and tasks

  • Does the instruction involve real world problems and tasks relevant to the learner?
  • Does the instruction show the learners what they’ll be able to do at the end of the learning experience?
  • Does the instruction include the components or chunks required for the successful completion of the problem or task?
  • Does the instruction show multiple examples of the problem or task?

Activation

Existing knowledge is retrieved or activated as a foundation for the new knowledge or learning

  • Does the instruction make use of or activate learners’ prior knowledge as a foundation for the new learning, including cognitive structures to help organize the new knowledge?
  • Does the instruction help learners see relevance of the problem task and boost confidence in ability to complete successfully?

Demonstration

New knowledge (task) is demonstrated to the learner

  • Does instruction show what the learner will learn versus telling what he or she will learn?
  • Are examples consistent with content being presented (including non-examples)?
  • Is learner guidance included (focus on relevant content, multiple perspectives, linking new knowledge to current knowledge)

Application

The learner applies new knowledge

  • Do learners have a chance to practice and/or apply learning?
  • Are activities and assessment aligned with learning objectives?
  • Is feedback provided after practice?
  • Is coaching or scaffolding available to learners?

Integration

New knowledge is integrated into the learner’s world or context

  • Do learners have the chance to reflect, discuss, and/or defend their new knowledge or skill?
  • Does instruction encourage learners to transfer learning to everyday contexts?

Implications for eLearning design

The use of the first principles is meant to be prescriptive andapplicable to any learning practice or program. For your eLearning design anddevelopment, ask yourself the associated design questions and include thesephases of effective instruction. Being problem or task focused is the centralprinciple and should be the starting point for all design efforts.

Thearticle

Merrill, M. David. “First Principles of Instruction.”Educational Technology Research & Development, 50. 2002. Retrievedfrom https://csapoer.pbworks.com/f/First+Principles+of+Instruction+(Merrill,+2002).pdf

Additionalreferences

Merrill, M. D. “First Principles of Instruction: A Synthesis.” Trends and Issues in InstructionalDesign and Technology2.2007.

Editor’s note

This article is the last in the Research forPractitioners series. We hope that you have enjoyed these summaries and foundthem useful. The authors of the individual articles would very much appreciateyour comments, and would like to hear about your experience in applying whatyou learned from their compact presentations of some very long researchreports!

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