Processes of Interdisciplinary Team Planning in the Middle School Laurie E. Hart James L. Reeves Louis Warren University of Georgia Since the 1970s educational researchers have studied teachers' thinking and how it is related to what teachers do in the classroom (e.g., Clark & Peterson, 1986). One component of the literature on teachers' thinking deals with planning for instruction. Planning refers to what teachers do when preparing for instruction and when reflecting on instruction which has already occurred. Most of the research on teacher planning has focused on the content and processes of planning by experienced elementary school teachers working individually. For many years, middle school theorists have advocated a school organization in which teachers and students are organized into interdisciplinary groups with 2-4 teachers who plan together (e.g., Carnegie Council on Adolescent Development, 1989); however, little research has been conducted about middle school team planning. There is also increasing interest in team planning at the elementary and high school levels. Though it is clear that teacher planning is important, and though many educators see value in team planning, there is little research which examines the processes of interdisciplinary team planning. In this paper we present findings from two qualitative studies of the planning of middle school teams of teachers. In the research literature on teacher planning, a number of influences on planning have been found. Novice and experienced teachers differ in their planning. Novice teachers tend to plan the way they were taught to plan in education courses. (Often they plan using the Tyler model, a model of planning introduced in 1950 in which behavioral objectives are determined first and the rest of the preparation for instruction follows from these objectives.) The planning of experienced teachers involves more reflection on past lessons, especially the aspects of those lessons which were successful. Other influences on planning include the interests and abilities of the students who will participate in learning, the instructional materials available, and the school schedule. Both of the studies included in this report were done in the northern part of Georgia. There are some characteristics specific to the state educational system in Georgia which are relevant to this discussion. As part of the Quality Basic Education Act (QBE), middle schools in Georgia are eligible for supplementary funds if they meet certain criteria. Two of the criteria are that the middle school organizes instruction around an interdisciplinary team structure and that 80 minutes is allotted during the regular school day for team planning. QBE has provided clear incentives for team planning in Georgia and this type of planning is gradually becoming more common. Study One This study of team planning was conducted in a large rural middle school with a student enrollment of approximately 1000 students. The school was in its first year of existence and had been formed by consolidating four small middle schools. The school met the criteria for supplemental funding by QBE. One team of four eighth-grade teachers was observed and interviewed during winter of 1991. This team was formed in the fall of 1990 and consisted of one language arts teacher, one mathematics teacher, one science teacher, and one social studies teacher; they were responsible for about 100 students. These four teachers did not know each other well because the principal had formed the teams by selecting one teacher from each of the four middle schools which had been consolidated. Each team member had at least 12 years of teaching experience. This team was observed during team planning sessions over a period of three weeks. After these observations, each teacher on the team was interviewed individually about his or her perceptions of how the team's planning worked. There was little evidence of collaboration among the members of this team. The group was required by the school administration to plan as a team but perceived little support for team collaboration. In addition, team planning time was scheduled immediately after individual planning time. During team planning, a number of teachers were observed continuing to work on their individual plans. There was a team leader but this teacher's role was not clearly defined. The teachers on this team had little understanding of the purposes or processes of middle school teaming. There had been one presentation about team organization to the entire faculty at the beginning of the school year. This was the extent of this team's knowledge. The teachers felt overwhelmed with the massive school changes and did not feel supported in their work. In summary, this team of teachers had not formed a relationship in which they planned effectively together. The leaders of the team and the school did not provide clear support for effective team collaboration. Study Two This study of middle school team planning reports preliminary findings from the first year of a three year research effort in another large middle school in a rural town in northeast Georgia. This is the only middle school in the county and contains Grades 6 through 8. Smith County Middle School (a pseudonym) has not received supplemental funding from QBE because the school has not met the criteria. The socio-economic status of the students in the school is moderate to low. The ability level of the students as a group is slightly below average. This is a multiracial, multiethnic student population. Two of the four teachers on this team (Alpha Team) and the principal of the school were involved in 2061, a large science curriculum development project funded by the American Association for the Advancement of Science and the National Science Foundation. The 2061 group in Georgia was one of 6 sites around the United States, each of which developed a model for a K-12 science curriculum for the 21st century suitable for their student population. In June of 1990, the two 2061 teachers decided to make a number of changes in the curriculum and instruction for their students. With the support of the school principal, these two teachers, a third teacher (married to one of the 2061 teachers), and a fourth teacher (to be hired) wanted to form a sixth-grade team of about 100 students which would stay together as a unit through Grades 6, 7, and 8. In addition, the teachers wanted to organize the curriculum around thematic interdisciplinary units and to emphasize cooperative learning in heterogeneous groups. The team of teachers invited the middle school program at the University of Georgia to document the changes in curriculum, instruction, and team organization and the impact of these changes on students for at least three years. This study of team planning is one piece of the documentation of the changes in curriculum, instruction, and team organization which are ongoing within Alpha Team and the rest of the school. The findings reported here come from 14 of the daily 50- minute planning sessions of the team and four meetings of the team members and researchers held at the university to discuss the progress of the project. James Reeves attended and audiotaped the team planning sessions and took field notes. After each session, he transcribed the audiotape and looked for emerging themes in the processes of team planning. During the first year, the four teachers on this team were David, Pat, Angie, and Jean. David taught mathematics, Pat taught science, Angie taught language arts, and Jean taught social studies. Pat and Jean were the two 2061 teachers. David and Pat are married to each other. Three of the four teachers have 5-10 years of teaching experience; David was in his second year of teaching. He received a provisional teaching certificate but began teaching before he had taken any middle school or subject-matter methods courses. Jean was the official team leader. However, a leadership role was taken by other teachers during planning. Both Jean and Pat took strong leadership roles in planning. They were the backbone of the team. Both Jean and Pat had extensive knowledge of middle school students and team organization. Angie was often passive and unsure of her ability as a teacher. She was more of an observer than a fully participating team member during planning sessions. Angie did what she was told but was hesitant to take the lead in most situations. She was not comfortable dealing with parents unless the situation was without problems or challenges. David sought suggestions on ways to improve his teaching. He also wanted to know the rationale behind most of the procedures the team followed. His questions were not critical but were intended to give him a better understanding of the art of teaching. David was somewhat open to suggestions about teaching style. He was also willing to take on any responsibility that benefitted the team or the students. Pat and Jean shared a large classroom that was divided in half with movable partitions (which did not reach all the way to the ceiling). David and Jean each had regular classrooms adjacent to the large classroom. In preliminary data analyses we have identified four categories of planning: actual planning, nonplanning time, unrelated anecdotes, and related anecdotes. Actual planning and related anecdotes were the two categories which occurred most often during the 14 recorded team planning sessions. Actual planning occurred when the team discussed the content to be covered, the methods used to teach content, individual students, and tasks to be completed by team members. The team did integrate the curriculum, though they taught few interdisciplinary thematic units. During actual planning the team worked well together. The discussions were not led by any one individual. Most of the suggestions came from two or three of the members. Questions that arose during planning helped answer questions about content, method of instruction, and curriculum integration. The questions came from all members of the team. Many planning sessions were spent discussing specific strategies to be used during instruction. Examples of the topics were: discipline, methods of evaluating progress, communication with parents, motivation of students, and appropriate level of difficulty for curriculum content. Nonplanning time occurred when the members did things other than talk specifically about planning of content, methods, and students. This category has two subcategories. One subcategory of nonplanning time was rapport building. Talking about the newborn baby of David and Pat was one example of rapport building. Other examples of rapport building include discussions about spouses and children of team members. Though these discussions had nothing to do with planning for instruction, they served to strengthen the personal relationships between the team members. The other subcategory of nonplanning time was interruptions. This occurred when a student, teacher, administrator, research team member, or other person entered the room to talk with the teachers. The time spent on interruptions was not excessive. The third category of planning was unrelated anecdotes. These were stories about life at school which were not about the planning topic under discussion. For example, during one planning session, one team member decided to reserve the library for a few days so students could do some library research. A question was asked about the proper procedure for reserving the library. The response to this question consisted to several anecdotes about experiences with the media specialist. After these anecdotes (expressing frustration with the media specialist), the original question was answered and the planning continued. Another example of an unrelated anecdote was a funny story about a mixup concerning the lunches for the bus drivers when the team went on a field trip to a major city. This story was told while the teachers were planning another field trip. The fourth category of planning for Alpha Team was related anecdotes. This was one of the most powerful types of planning for the team. By telling and retelling these anecdotes, the team evaluated what they had done in the past. The team also discussed what could be done to meet the needs of the students and team members in future activities. Related anecdotes were used during discussions about the success of Math Mania. (Math Mania was a special approach instruction and review which was used by the team to prepare their students for the Georgia Criterion Referenced Test (CRT). During Math Mania, all four teachers taught mathematics to their classes for several days.) The team shared anecdotes with James Reeves to describe Math Mania. As they told the stories, the team members evaluated the activity and suggested ways the activity could improved. Related anecdotes were used as a problem-solving strategy by the team. When teachers had trouble with inappropriate gum chewing in class, they told a number of stories. During this discussion a method of dealing with students who chewed gum was developed. Later, the method was discussed and evaluated with other related anecdotes. It was interesting at times to hear the Alpha Team use related anecdotes to provide several different perspectives on a set of events. Through the telling and retelling of stories, team members gained crucial insights about students and activities. Team members seemed to be learning about middle schools, teaching, and learning by telling and hearing these stories. Related anecdotes were helpful when the team discussed the needs of a specific student. In one example about student discipline, a story was told which focused the attention of the team on the student. As the group planned strategies for working with the student, other anecdotes were shared about past behavior of the student. These anecdotes helped team members learn of events they had not known about before. This team planned together effectively. They had a strong commitment to their peers and to the students in the team. These four teachers were mutually supportive and shared common goals for the students on the team. Discussion Two major themes are helpful in comparing and contrasting the planning of these two middle school teams: (a) school and administrative environment and (b) commitment to the team and to team planning. In addition, the personal relationships among the team members, their familiarity with middle school team organization, and the number of years of teaching experience provide points of contrast between these two teams. In study one, the teachers did not sense real support from the principal for team planning. The teachers expressed a feeling of being overwhelmed by the massive changes which had occurred in the school. In study two, the school environment was much more stable. The principal was pleased that the team was planning together but did not require team planning of any teachers in the school. Though he was careful not to give the Alpha Team special advantages, the principal supported the changes they made. The Alpha Team also had the support of the University of Georgia middle school staff in their work to change curriculum and instruction. In addition, this team had a great deal of freedom to create their own schedule. Other than lunch and exploratory classes, the team could structure their time in any way they chose. They changed the schedule from day to day to suit the needs of the activities they were using. In study one, it appears that the teachers planned together because their principal required that they do so. It may have been that he required team planning in order to meet the QBE requirements for supplemental funding. Their team planning was not very effective. In study two, the teachers planned together because of a strong commitment to the team and the changes they were making. The Alpha Team had a passion for their work and spent many hours before and after school planning for instruction. In study one, the teachers were not well acquainted with each other. In addition, they had many years of teaching experience and were not familiar with the literature on team organization in middle schools. In study two, three of the four teachers were close friends. Three of these teachers were familiar with the middle school literature and all were interested in improving and adapting their teaching. They did not seem to have been teaching so long that they were set with a single approach to planning for instruction. It is also interesting to contrast the findings of these two studies with the results of earlier research on planning. Previous studies showed that more experienced teachers tended to be more sophisticated in planning than less experienced teachers. In this study, the team in study one planned less effectively than the team in study two but had more years of teaching experience. Perhaps the influences on team planning are different from the influences on individual planning. These studies provide a number of interesting contrasts between more and less effective planning. The most striking patterns are the contrasts in the context in which planning occurred and the relationship of context to planning. More analysis of middle school team planning processes will help expand our understanding. References Carnegie Council on Adolescent Development. (1989). Turning points: Preparing American youth for the 21st century. Washington, D.C.: Carnegie Corporation of New York. Clark, C. M., & Peterson, P. L. (1986). Teachers' thought processes. In M. C. Wittrock (Ed.), Handbook of research on teaching (3rd ed., pp. 255-296). New York: Macmill