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Our Biggest Fear…. The 8 Steps and 4 I’s : Planning a Learning Event. Scott Grogan Faculty Development Fellow Madigan Army Medical Center. Objectives. Defined the 8 steps of planning Identified the 4 I’s of active learning Applied steps to a future activity. Confucius.

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the 8 steps and 4 i s planning a learning event

The 8 Steps and 4 I’s: Planning a Learning Event

Scott Grogan

Faculty Development Fellow

Madigan Army Medical Center

  • Defined the 8 steps of planning
  • Identified the 4 I’s of active learning
  • Applied steps to a future activity

“What I hear, I forget.

What I see, I remember.

What I do, I understand.”

learner retention
Learner Retention
  • How much do learners retain?
  • 5-50% retention in typical lectures



Retention Pyramid

Average 24 hr Retention Rate

Active Learning

Source: Adapted from E. Dale, Audiovisual Methods in Teaching, 1969, NY: Dryden Press.

an approach to active learning
An Approach to Active Learning
  • The 8 steps of planning
  • The 4 I’s
  • Influenced by works of Jane Vella
    • Learning to Listen, Learning to Teach
    • Taking Learning to Task
step 1 who
Step 1: Who?
  • Number of attendees
  • Profile of participants
    • Who are your learners?
    • What do they know?
    • How do they learn best?
step 1 who1
Step 1: Who?

Perform learning needs assessment

  • Information gathering process
  • Learner-focused
  • Learners participate in the planning
  • Assists in forming your 8 steps
example of lna
Example of LNA

“In your experience, what has been the most difficult aspect of planning an effective educational presentation?”

step 2 why
Step 2: Why?
  • Why is this lecture important?
  • Why are you here?
  • Identify need vs. requirement
step 3 when
Step 3: When?
  • Time of day
  • Length of session
    • How much can be taught
    • Respect for learner’s time
  • How much time to prepare
step 4 where
Step 4: Where?


  • Site: classroom, lecture hall, etc…
  • Convenience & accessibility
  • Small-group facilitation
  • AV support as needed
  • Lighting and sound
activity 1
Activity #1
  • In groups of 2-3, complete and discuss first FOUR steps on handout for an upcoming learning event
  • We will hear samples
  • 5 Minutes
step 5 what
Step 5: What?

Where’s the Pepto?

Where’s the beef?

step 5 what1
Step 5: What?
  • Content of the course
  • Informed by the LNA
  • Addresses needs
    • Skills (psychomotor)
    • Knowledge (cognitive)
    • Attitudes (affective)
  • Relates to the objectives
activity 2 matching
Activity #2: Matching
  • In groups, complete the matching exercise for Step 5: What?
  • We will hear answers
  • 3 Minutes
step 6 what for
Step 6: What for?
  • What learners will do with content
  • Learning objectives of the course
    • Specific and measurable
    • Expressed by verbs
    • “By the end of this session, learners will have demonstratedcommon exams.”
objectives examples
Objectives: Examples
  • Reviewed common symptoms of HF
  • Described physical findings of HF
  • Contrasted HF diagnostic tools
  • Applied HF therapy options to cases
activity 3 writing objectives
Activity #3: Writing Objectives
  • Individually, write at least one objective for an upcoming presentation
  • We will hear a sample
  • 3 Minutes
step 7 how
Step 7: How?
  • Learning tasks not an afterthought
  • Takes planning & materials
  • Teacher is facilitator
the sequence of 4 i s
The Sequence of 4 I’s
  • Induction task
  • Input task
  • Implementation task
  • Integration task

Connect with what they know

“What feelings does this scene evoke from you as educators? As learners?”

input tasks
Input Tasks

Learn something new

implementation tasks
Implementation Tasks

Practice what they learn


integration task
Integration Task

Take it home and use it

the 8 th step
The 8th Step


the 8 th step so what
The 8th Step: So What?




learning transfer impact
Learning, Transfer, Impact

Teachers know how to use planning steps

Teachers use planning steps for future active learning

Improved knowledge retention by learners

What are ways we can measure this?

the final blueprint
The Final Blueprint

So What?


What for?









Integration tasks

Implementation tasks

Input tasks

Induction tasks

take home points
Take Home Points
  • Learning needs assessment
  • Directed, specific material
  • Use the 8 Steps for planning talks
  • Your learners deserve it!
integration task1
Integration Task
  • Use 8 Steps of Planning to develop your next presentation
  • Email me your 8 Steps and 4 I’s at