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ImprovingDistanceEducationfor AdultLearnersHandbook ofDistanceEducationfor Adult LearnersFourth Edition Fall, 2008Leslie I. PettyJerome JohnstonPROJECT IDEAL SUPPORT CENTER INSTITUTE FOR SOCIAL RESEARCH UNIVERSITY OF MICHIGAN

AcknowledgementsMany of the insights in the first edition of this Handbook were derived from workingwith teachers and administrators in Pennsylvania as they experimented with teachingWorkplace Essential Skills (WES) at a distance. The second and third editionsincorporated insights from teachers in many other Project IDEAL states using curriculasuch as Crossroads Café, GED Connection, PLATO, SkillsTutor, GED Missouri andMcGraw Hill Contemporary Online GED Solutions. This latest edition draws on aneven-broader group of distance teachers. We thank the many teachers and administratorsin local programs and the many staff in state departments of education who added theirperspectives in the three years since the last edition of the Handbook.Developed with Funding fromProject IDEALa consortium of states working together to explorethe potential of distance education to reach adult basic learners.Current and Alumni States include Arizona, Arkansas, District of Columbia,Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland,Massachusetts, Michigan, Missouri, Montana, New Mexico, New York, North Carolina, Ohio,Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Washington and West VirginiaEarlier editions were partially funded byThe U.S. Department of EducationOffice of Vocational and Adult EducationDivision of Adult Education and LiteracyFor further information on Project IDEALhttp://projectideal.orgThe contents of this document do not necessarily representthe position or policy of the funders. 2008 Regents of the University of MichiganFirst Printing: October, 2008File: DEHandbook4thEdition20081002.docii

Handbook of Distance Education for Adult LearnersTable of ContentsIntroduction . 1Chapter 1: Recruitment . 5What Skills Are Required for a Student to Be Successful?Analyzing Your Distance CurriculumNarrowing the TargetRecruitment StrategiesIdentifying Your AudienceReflections: How Understanding The Role of Distance Education Influences theRecruitment of Distance Learners6910101316Chapter 2: Orientation . 17Identifying and Assessing Learner GoalsMaterials and Technology AccessCurriculum-Specific TrainingProduct Training ActivityAssessment of Existing CompetenciesSkills TrainingIndependent Study: Planning, Organization and Study SkillsSetting Expectations for the ClassOrientation at a DistanceDeveloping Your Own Orientation Plan18191920202122232425Chapter 3: Teaching at a Distance . 27Identifying the Skills Needed for Distance TeachingThe Distance Teacher’s RoleIndividualized or Group Instruction?Developing Learning PlansProviding Direct Instruction for LearnersManaging InstructionAssigning Work to StudentsMotivating and Encouraging StudentsProviding Feedback on Student WorkManaging Your Teaching Tasks and ActivitiesOnline Communication with StudentsStrategies for Teaching with Different Types of CurriculaPlanning Your Support StrategiesReflections: Moving Beyond Curricular-Driven Distance Education2727282929313232353839394242Chapter 4: Assessment . 45Assessment to Meet the NRS GuidelinesMeasuring Instructional Time for Distance Learners: Proxy Contact HoursAssessment to Gauge Student ProgressPosttesting Studentsiii45464749

Handbook of Distance Education for Adult LearnersPlanning for AssessmentReflections: Training New Teachers Coming into EstablishedDistance Learning Programs5052Chapter 5: Administrative Issues in Distance Learning . 53Distance Learning as a Pilot ActivityCreating an Environment that Encourages ExperimentationChoosing a Distance Model, Curriculum and TechnologyPlanning for Distance EducationNew Roles and Responsibilities for TeachersSuccessful Distance TeachersSupporting TeachersAssessment and Reporting of Distance LearnersData Collection for Experimental ProgramsIncorporating Distance Learning into Existing ProgramsDistance Learning as Organizational Change5354555656575859595960Appendix . 63Learner Intake Survey: Is Online Learning for Me?Computer Skills Assessment for TeachersTips for Teaching at A DistanceUsing Conference Calls in Distance Learning ExperimentsModels for Determining Proxy Contact Hours (PCH)OVAE’s NRS Policy Regarding Distance Learners, June 2007Distance Learning Policy GuidanceAn Example of a Learner Management Systemiv6466687075778081

IntroductionStates are continually exploring ways to expand the educational services they offer inorder to reach a greater proportion of adult learners in need of services. Distanceeducation affords adult educators the opportunity to both extend their educationalofferings and attract new populations. But what is distance education? The termsdistance education and distance learning have been in wide use for several decades, andwere coined at a time when the technological possibilities for distance instruction weremore limited. Distance education originally involved the traditional, paper-basedcorrespondence course where students worked independently, submitted assignments viamail, and then waited for written feedback from a teacher. Over time, as newtechnologies emerged, distance educators developed new educational models. Early useof educational television included broadcasts of class lectures. Students could watch thelectures and then complete assignments for submission.Today, distance education has expanded to include a variety of educational models andmedia. Newer curricula take advantage of these media in delivering a wide variety ofinstruction. It is these media that help to facilitate distance learning for the adult learner.Learners have the option of accessing educational materials in traditional print forms(e.g., workbooks), via television broadcasts, videotapes, CDs/DVDs or through onlineaccess. The Web in particular has made possible a host of new distribution andcommunication possibilities. And new and emerging technologies present even moreoptions for reaching learners. These new uses of media bring new possibilities tolearning at a distance, but they make delivery by educators and consumption by learners amore complicated process.Project IDEAL takes a broad view of what comprises distance education, preferring theterm non-classroom based learning. By moving beyond the confines of the classroom,we expand the potential of adult educators to reach new learners and increase the array ofeducational options from which potential students may choose. Most adults studying at adistance will still have some face-to-face contact with their teacher. This reflects bothpedagogical reasons (e.g., building a personal relationship between the distance teacherand distance student, providing opportunities for ESL students to practice oralcommunication) and the need for assessment to be conducted in person, if students are tobe counted in the NRS. It must be stressed, however, that distance education is not astatic construct. Distance concepts can—and should be—adapted to best meet the needsof the populations served by individual agencies and states. Our understanding of whatconstitutes the best strategies for distance education will continue to evolve as variousways of employing distance modalities are explored.1

Handbook of Distance Education for Adult LearnersThis Handbook is intended to help teachers and administrators design and deliverdistance education programs for adult basic learners using a variety of instructionaldelivery models and curricula. Its primary purpose is to guide local adult educationprograms understand the issues related to distance education so that they can develop aplan for implementing a program in their agency.When we wrote the first edition of this handbook, distance education was an emergingfield. At that time, we noted that the Handbook itself was a work in progress, identifyingkey issues and offering guidance on what was known from the field. As we prepare thisfourth edition of the Handbook, distance education has become an accepted mode ofserving adult learners. Yet, it is still a growing field in which there is a great deal to belearned. This Handbook, just as the ones that preceded it, is drawn from the experiencesof adult educators in Project IDEAL states. We have learned much over the last severalyears and hope this latest version helps teachers and administrators improve the quality ofthe experience they offer their students.The Handbook is organized into five topics: Recruiting students: identifying and recruiting appropriatestudents Developing orientation programs: designing an orientation thatprovides the teacher with information about students and studentswith the necessary information and skills for a successful learningexperience Teaching at a distance: understanding the changed teacher role,providing feedback on students’ work, and motivating andsupporting students at a distance, working with specific curricula ata distance Assessing participation and performance: understanding thedifferent purposes assessment serves and exploring ways to gaugelearner progress, including information needed to include distancelearners in the National Reporting System (NRS) Administering distance learning programs: examining issuesfaced by administrators in implementing and sustaining distancelearning programs as part of their agency’s educational offeringsEach of the first four chapters begins with an overview of the subject followed byimplementation recommendations and activities designed to help teachers andadministrators plan their programs. These chapters serve as a companion piece to theProject IDEAL online course, Distance Learning 101: Recruiting and Teaching AdultLearners at a Distance (DL101). The activities in each chapter are availableelectronically on the course Web site so they can be used as assignments in the course.Chapter 5 discusses distance education from the perspective of a program administrator.2

Handbook of Distance Education for Adult LearnersThe Handbook is based upon the premise that distance learning is so different fromclassroom teaching that it amounts to “re-inventing the school.” Thus, readers will bechallenged to think about adapting or modifying their classroom teaching approaches inways that are appropriate and effective for distance learning students. The ultimate goalof this text is to help guide teachers and administrators in their efforts to adopt and adaptdistance learning strategies that best meet the needs of their students.The fourth edition has several new features: Additional ideas about recruitment, orientation and teaching basedupon the experiences of teachers in Project IDEAL states. A new focus on teaching with certain types of curricula (e.g.,online, video-based) to reflect that the availability of specificcurricula for use at a distance changes rapidly “Reflections” on issues in distance learning A discussion of managing instruction using an online LearningManagement System (LMS) Information about assessing distance learners to meet NRSrequirements New appendices including OVAE’s Distance Learning Guidelines,and information about the proxy contact hours associated withvarious curriculaThe Handbook was designed to provide you with an understanding of the key elementsinvolved in implementing and maintaining a distance education program for adultlearners. We hope you come away from it with an appreciation for how distance learningmight serve your students and how you might develop a program to meet those needs.The experience of the Project IDEAL states in experimenting with distance educationsuggests that this approach may indeed increase options for adult learners and removesome of the barriers that may have prevented adults from entering classroom programs.That same experience, however, indicates that implementing successful distance learningprograms presents many challenges; this Handbook was designed to guide you throughthem.Distance education provides an additional service that can be offered to students in youragency and state. Clearly, however, it is not the right option for every adult learner,teacher, or agency. The issues laid out in this Handbook can help you determine ifdistance is an option you want to offer. If you choose to provide distance courses foryour students, recognize and plan for the challenges involved in undertaking this newventure. Bear in mind that implementing an effective distance learning program anddeveloping the skills to become an effective distance education teacher are endeavors thatrequire time and hard work. One state director involved in Project IDEAL put it bestwhen she cautioned against wanting “instant gratification,” and instead urged those newto distance education to realize that they need to nurture the fledgling efforts and allowtime for growth.3

Handbook of Distance Education for Adult LearnersThat said, if you feel that distance education is something of interest, we welcome you tojoin us in this exploration. More than that, we encourage you to become a champion fordistance learning. Perhaps the most significant insight we have learned from the stateexperiments is that it is the people who make the difference. We hear many stories aboutthe one teacher, program administrator, trainer or state director whose excitement andpassion for providing new ways to serve students inspired others to get involved, to get“out of the box” and explore, to innovate and excel. We invite you to continue in thattradition and create new paths for others to follow and explore with you.Leslie Petty and Jerome JohnstonFall, 20084

Chapter 1: RecruitmentThis chapter guides teachers through a process of determining who to recruit and how toreach them. Some key questions to consider in planning for recruitment include: What audience does the agency hope to serve? What instructional content will be delivered? What skills are required for students to be successful with thisdistance course? What recruitment strategies are most likely to reach the targetaudience?Agencies adding distance education to the menu of existing educational programs need toconsider what specific role distance will play. Will distance courses offer new areas ofinstruction or teach content parallel to classroom-based programs? Will distance coursesbe aimed at students already being served by the agency or will the agency attempt toreach new audiences? These decisions should be made in the context of the agency’sgoals and missions, based on perceived needs of the agency’s clientele, and prior to thestart of the recruitment process.Each program must determine how distance education will fit the needs of its targetaudience. For example, an agency whose primary educational mission is to preparestudents to take the GED might select distance education options for the GED because itknows that many adults in the community who need a GED work on job shifts thatprevent them from attending classroom programs. Thus, the first step in thinking aboutrecruitment involves developing an understanding of the needs of the target audience.The next step involves selecting instructional materials for use in the distance program.Many educational products are available that have been adapted for use in distancesettings. 1 Agencies need to explore these curricula, examining content, delivery systems,and viability as independent learning tools for their students. In choosing curricula,agencies should decide whether they want a product that is tailored to a particular groupof students (e.g., GED students) or one that serves a variety of learners with differenteducational needs. Some curricula target a particular audience. For example, WES isdesigned to teach students how to obtain and retain employment. All instruction focuseson work-related skills learners need to succeed on the job. An agency planning to servedisplaced workers, adults in welfare-to-work programs or entry-level employees seekingto upgrade their skills might choose this curriculum. A computer-assisted instructional1A description of some of the curriculum options available can be found in Young, S. Exploring DistanceEducation Curricula for Adult Learners Project IDEAL Working Paper 8, Ann Arbor, MI (2005).5

Handbook of Distance Education for Adult Learners(CAI) curriculum like PLATO, on the other hand, offers lessons for students functioningat different educational levels with different instructional needs. A CAI, skills-basedcurricula like this might be suitable for an agency planning to serve whatever studentsself-select into its distance program. Performing a needs assessment that includesidentifying the target audience and determining potential distance students’ educationalrequirements followed by an examination of the curricular products that might best meetthose needs will ensure distance learners are well served.What Skills Are Required for a Student to Be Successful?It is important to understand the demands that the selected curriculum places uponstudents. In designing instructional content, curriculum developers must makeassumptions about the skills, abilities, and knowledge that learners need to be successfulwith their materials. Without the foundational skills and abilities associated with acertain curriculum, students are unlikely to benefit from the instruction provided in thatcurriculum. For example, a student reading at the fifth-grade level would likely notsucceed in GED-level science. While this mismatch is an obvious one, it highlights theimportance of ensuring a good match between students’ educational abilities and thecurricula they are assigned to study. This match is even more important in distanceeducation in that distance students typically receive less direct social or academic supportthan their classroom-based counterparts. (Most agencies begin with only one or twocurricula so they can learn how to teach at a distance without also having to addresscurricular issues. As teachers gain experience in teaching at a distance, additionalcurricula are sometimes added. This is addressed later in the handbook).What characteristics improve an individual’s chances of success as a distance student?Successful distance students are likely to be self-motivated, are able to workindependently, and possess strong study and organizational skills. Some programs havesuggested that the skills needed to succeed vary depending upon the model of distanceeducation used. Students with higher academic skills, such as those studying for theirGED test, may be comfortable completing most of their studies independently. However,lower-level students, those who need more support or those studying English at adistance, may fare better in a blended or hybrid program that combines distanceeducation with some face-to-faceThe Voice of Experienceinteraction. In addition, studying at aIn a classroom program, there are pre-requisitedistance often requires that the studentskills necessary to be placed in a traditional classhave access to various forms ofsetting. For WES, an adult learner must betechnology (e.g., VCR, DVD player,computer literate, or willing to learn. In addition, acomputer, etc.). Thus, in dealing withcomputer with Internet access is required. An adultlearner must therefore have the ability or resourcesdistance learning programs there are atleast three categories of skills and access to 1) become computer literate, 2) access acomputer with Internet. Consequently, we cannotthat must be addressed: course-specificrecruit low-level adult learners or those who haverequirements (discussed above),serious computer access problems.materials and technology issues, and--A Pennsylvania Distance Education Teacherlearner characteristics.6

Handbook of Distance Education for Adult LearnersMaterials and technology accessIn a classroom setting, educational materials and technology are generally made availableto the students. Agencies possess technology (e.g., computer labs, televisions, VCRs, CDand DVD players) that is available for teacher and student use. Agencies are also likelyto employ someone who is knowledgeable in those technologies who can help teachersand students best utilize that technology. Distance students may not have access to thesame breadth of technology and support. Most are likely to have easy access to atelevision and VCR or DVD player. While computer ownership is less common thanVCR or DVD ownership among the target audience, computer access among these adultsis increasing at a very rapid rate 2. Agencies must problem-solve ways to providestudents with access to all of the materials and technologies they will need to get the mostfrom their distance studies.Some agencies have solvedtechnology and distributionproblems by arranging with locallibraries to allow computer usageand to serve as distribution/pickuppoints for videotapes andworkbooks. Other agencies havenegotiated the use of middle orhigh school computer labs in theevenings and computer labs atOne-Stops as a way for theirstudents to have free computer access.The Voice of ExperienceWe have strong relationships with our local libraries andthat has provided us with the opportunity to havematerials available for the learners during various hours.Having materials available as well as computers hasincreased our capabilities to offer ESL distance learning.The local libraries are located at a closer proximity andare in familiar areas. Learners are sometimes morecomfortable at these locations.A North Carolina Distance Education TeacherLearner characteristicsOne of the major differences between traditional classroom instruction and distanceeducation is the amount of face-to-face contact students have with their teacher and otherstudents. Learning is a social process, and the support of teachers and classmates can bean important element of the learning that occurs. Most distance learning teachers maymeet with their students only once or twice over an entire course, with the remainder ofthe communication occurring by phone, mail, email or through online learningcommunities. Most distance students have little or no face-to-face contact with otherstudents taking the same course. This means distance students need to possess thecharacteristics (e.g., independence, self-motivation, organization and study skills, etc.)that enable them to succeed without the extra support a classroom environment typicallyprovides. There are many ways to assess these characteristics, ranging fromquestionnaires to informal interviews with potential students. Previous editions of thisHandbook have included a copy of a questionnaire developed by Kentucky Virtual2Cole, J. (2005). Fifth study of the Internet by the digital future project. Los Angeles:Center for the Digital Future, USC Annenberg School for Communication.7

Handbook of Distance Education for Adult LearnersUniversity, “Is Online Learning for Me?” and there are numerous variations of thisavailable on line. The items in these surveys make intuitive sense, but as of now, there isno research basis to support their use. Project IDEAL states have been working todevelop a database that will permit an analysis of these types of items in relationship tostudent persistence and achievement, but this is not yet complete. A copy of the surveyused in this study is included in the Appendix.Students who find a distance education program on their ownSome programs may find that they do not need to actively recruit students, but rather thatstudents find their distance learning programs online (as is the case for students who goto the LiteracyLink website for GEDC and WES and request a teacher) or through astatewide system (such as Kentucky’s Virtual Adult Education or Missouri GED Online).These students are clearly interested and have at least sufficient mastery of thetechnology to indicate that interest. But there are other issues that need to be addressedwith these students, including effective ways to pre-test, orient and track progress.Because NRS guidelines require pre- and post-testing to take place in a secure, face-toface setting, these students will need to come to a local agency (or another approvedlocation) for initial testing. This will provide an opportunity to further explore if distanceeducation is an appropriate match for the students’ educational goals and abilities. (NRSrequirements are addressed in more detail in the chapter on assessment and OVAE’sDistance Learning Guidelines is included in the Appendix).8

Handbook of Distance Education for Adult LearnersAnalyzing Your Distance CurriculumThroughout the Handbook you will find exercises designed to help you preparefor your own distance program. Activity 1.1 asks you to think about whatstudents will need to be successful in your distance education program, basedupon the curriculum you will be teaching. The Employment strand of WES is used as anexample. Use the chart to fill in details for the distance course you will be teaching; ifyou will be using multiple curricula, select one to use as the basis for completing thisactivity. In Column A, list course-specific requirements, in Column B describe thematerial and technology access issues for your program, and in Column C identify thecharacteristics students need to possess to be successful. The more specific you are indetailing what you think the student will need, the more focused you can be in yourrecruitment. (If you are taking the online course that accompanies the Handbook, theactivity charts for all activities in the Handbook are available as templates on the coursewebsite.)ACTIVITY 1.1: WHAT’S NEEDED FOR STUDENTS TO BE SUCCESSFUL?COURSE TITLE/PROGRAM: WORKPLACE ESSENTIAL SKILLS EMPLOYMENT STRANDColumn ACourse-SpecificRequirementsExample:Column BMaterials & Tech AccessColumn CLearner CharacteristicsExample:Example:-Reading at the 7 grade level orhigher-Access to TV and VCR to playvideotapes-Able to work independently-Basic computer skills (typing,using mouse, scrolling throughtext, etc.)-Need to arrange to pick up &return videotapes on regularbasis (need transportation tocentral location)th-Able to use computer to accessInternet-Access to computer (does notneed to be at home) with Internetcapabilities-Able to deal with minorcomputer glitches with somesupport-Able to organize time-Self-motivated and a selfstarter; does not need to bedirected each step of the way-Reliable/responsible: willreturn borrowed videotapesCOURSE TITLE/PROGRAM:Column ACourse-SpecificRequirementsColumn BMaterials & Tech Access9Column CLearner Characteristics

Handbook of Distance Education for Adult LearnersNarrowing the TargetObviously, not all students are suited for all programs; in distance learning, one sizedefinitely does not fit all. The information generated through Activity 1.1 should helpteachers and administrators think in more depth about which students belong in theiragency’s distance program. Once again, the more specific an agency’s description is ofits desired distance population, the more useful it will be. While a general statement suchas “Our target audience is any adult who needs additional job skills” is inclusive, openand inviting, it does little to help shape appropriate recruiting strategies. For example, anagency that determined it wanted to offer an employment skills program to its distancestudents might begin by recruiting employed individuals or individuals who are lookingfor a job. Some possible approaches to recruiting might be through career transitionprograms, working with local businesses or building ties with local unions. If thecurriculum requires an online component, agencies might look to students who are takingbasic computer skills classes: those students would be developing the skills needed tohandle the computer component of the course and might be looking for a job to use thesenew skills.Recruiting strategies for a distance program that uses videotapes to teach Englishlanguage skills to non-native English speakers would look quite different. In thisinstance, students’ employment status and computer abilities would be less importantthan the level of their English skills. Partnering with churches in immigrant communitiesand/or social service agencies handling new immigrants might help agencies locate theirtarget audience for distance study. By taking into account the content of the course andthe skills students will need, it is possible to focus recruitment efforts on populations thatare more likely to succeed in a particular program.Recruitment StrategiesRecruiting students for classroom-based adult education programs can be challenging;distance programs are no different. While some potential students are attracted by theflexibility that distance learning offers, others are hesitant to try something different.Some things to keep in mind: Expect recruiting to be difficult,particularly until the distanceprogram is established.The Voice of ExperienceSome of the most effective ways we have to recruitapplicants are in the workplace. We haveestablished contact with local employers and wespeak with them about the services we can offertheir employees. We hold ESL meetings and classesat the businesses. This seems to help

Identifying the Skills Needed for Distance Teaching 27 The Distance Teacher’s Role 27 Individualized or Group Instruction? 28 Developing Learning Plans 29 Providing Direct Instruction for Learners 29 Managing Instruction 31 Assigning Work to Students 32 Motivating and Encouraging Students 32 Providing Feedback on Stude

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