@planning Instruction
@planning Instruction
Planning Instruction
Assessment Evaluation Visuals Goals Objectives Personal Philosophy Lesson Presentation
Planning a distance education course is a multifaceted process. Distance courses require more structure than in-person
face-to-face courses. Planning for instruction considers aspects of the resources, levels of interactivity, the types of
activities, and how well the instructor and students are prepared for participation.
Planning a distance education course is a multifaceted process. Distance courses require more structure than in-person face-to-
face courses. There are many issues associated with planning for instruction at a distance. The actual planning for instruction
considers aspects of the resources, levels of interactivity, the types of activities, and how well the instructor and students are
prepared for participation. We have found that attending to the following can help when planning instruction:
Personal Philosophy
Goals and Objectives for Instruction
Lesson Presentation
Visuals in Instruction
Preparing Students for the System
Preparing Teachers for the System
Assessment and Evaluation
Classroom Management
Personal Philosophy
One’s personal philosophy often determines one's approach to teaching at a distance. For instance, one’s philosophical beliefs
usually affect one's selection of goals and curricular emphases. An instructor who believes in the philosophical arena of realism,
idealism, essentialism, or perennialism might see the teacher as the central figure in the classroom, delivering knowledge and
modeling to students; in other words, they may adopt a teacher-centered approach. On the other hand, teachers who adhere to the
philosophical genres of pragmatism, existentialism, progressivism, constructivism, and social reconstructionism often see students
as the central figures in the classroom or as equal partners in the knowledge construction process. While one’s philosophy will not
predict success in the distance education classroom, successful teaching at a distance should place the students’ needs ahead of
organizational convenience and at the center of planning and decision-making. Some of these needs can be identified during a
learner analysis (as discussed in Chapter 3).
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to the course’s assessments. Experienced online course designers often conduct some type of course mapping process to help
with this planning. Table 4.1 provides one example of what a basic course map might look like.
Table 4.1
Example of a Course Map to Align Course Objectives with Module / Lesson Objectives, with Assessment
Lesson Presentation
After goals and objectives have been developed, the critical elements of a module or lesson need to be outlined. While the key
elements of planning are essential regardless of the medium of instruction, they are even more important in distance education
because they need to be identified and set up for learners before beginning instruction. Further, there are also often time
requirements (e.g., learners should spend X amount of time each week on class) as well as interaction requirements (e.g., regular
and substantive interaction is required in the United States for credit courses eligible for federal loans) that one must keep in mind.
Timing can differ for distance education courses that rely more on synchronous vs. asynchronous communication.
Activity Time
One should also consider what learners can do before a live synchronous class (e.g., read a chapter in a textbook or work on a
series of problems) to help make the most out of the time an instructor and students have together in real-time. Finally, one should
always plan for things to take a little longer than expected. It is also helpful to keep notes on how well the timing went during a
lesson to make adjustments to the next lesson or the next time a course is taught.
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Interaction Planning
Interaction planning, as well as teaching methods in general, should be based on the characteristics of the instructor, student,
content, and delivery system. Due to the increased responsibility for learning placed on the remote student, methods that focus on
the learner and incorporate interactivity have been shown to be most successful. For example, according to Dede (1990), complex
“content can be conveyed more readily” by “multiple representations of material (e.g., animations, text, verbal descriptions, visual
images),” giving “learners many ways of understanding the fundamental concepts” (p. 14).
Contextual factors must be addressed before methods are chosen. Some suggestions:
If it works in a regular classroom, it probably will work in electronically mediated instruction with some adjustment.
Consider a variety of techniques but think interactively so students feel part of a learning community, sharing common goals
and purpose.
Combine techniques, a new learning environment opens the door to creative planning.
Don’t be afraid to experiment, to explore, to be creative.
Whatever strategy is adopted to actively engage students in the learning process, a method that includes modeling, reflecting, and
actively involving the student and development of a community of learners should be selected (Conrad & Donaldson, 2011).
Attention to levels of interaction (i.e., between and within students, groups, and instructors) is essential. Class discussions, whether
asynchronous or synchronous, take time. Further, they need to be intentionally planned and facilitated. Some suggestions for
improving learner activity include:
Table 4.2 provides one way instructors can plan and balance interaction in a course. And then Table 4.3 lists some more specific
learning activities one might use.
Table 4.2
Module #: Name
Module #: Name
Table 4.3
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Activity Description
Small Group Project Each site works outside of class; presents project; Q/A
Simulation Present cases, problems, scenarios, etc.; students role-play; analysis and discussion about resolving
the situation
Incomplete statements Incomplete statements handout provided; students complete handout; thoughts shared with all
sites
In-basket Memos, letters, reports provided; students write responses; discuss findings
Group Work Exercise Students given problem or situation; 10-20 minutes to solve
Student-generated Student questions listed at the beginning of class; answered as class progresses
Questions
Alter Ego Students take stand on relevant issue; opposites paired between sites; debate their identified point
of view
Visuals in Instruction
Educators often do not place enough emphasis on creating and using visuals in their instruction. Visual literacy refers to the ability
to interpret visual messages accurately and to facilitate the creation of visuals that prevent confusion. The visual component of
instruction at a distance is very important.
Goals of visuals
Research has demonstrated that using visuals influences student learning (Bader & Lowenthal, 2018; Cohen et al., 1981). Good
visual design tries to achieve at least four basic goals to improve communication between an instructor and students:
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scrolling facilitates the learners attending to the information. An HD Webcam and a document camera can also help when teaching
in a synchronous format.
Clarity of message
Using text and graphics to communicate can enhance the clarity of a message. More information can be presented using multiple
visuals, such as several slides in a PowerPoint presentation, or by providing links to multiple visuals. One rule of thumb when
creating PowerPoint presentations is the 6x6 rule. Making sure that there are at most six lines of text per slide and at most six
words per line can improve the design of a PowerPoint slide by presenting learners with a manageable amount of text or
information per slide. This can be addressed in a web-based environment by segmenting the information with targets or lines to
divide the presented topics or areas. Another way of ensuring that visual information is readable in an online environment is to
allow no more than one screen’s length of information--that is, avoid forcing students to scroll too much so that they are not
overwhelmed by the amount of visual information presented at any given time.
When using computer-prepared materials, preparing student handouts or documents that can supplement or enhance the visual
information is simple. Providing students with handouts (e.g., a Word Document or Google Document) simplifies notetaking and
ensures all the handouts are clearly visible.
Simply put, visuals are an essential means of presenting information to learners. Visuals can be a graphic outline of essential
information for the learner. They serve as a reference for ideas. Attention to critical elements of their creation will assist students in
more effectively learning the intended information.
Designing Visuals
Decoding or interpreting visuals is affected by a visual’s design elements. Seeing a graphic does not necessarily mean that one can
learn from it, but a well-designed visual can assist learners in developing knowledge. We will briefly address a few elements to
consider when designing visuals or any instructional materials.
Fonts
The font style should be consistent and harmonize with other design elements. For informational purposes, a plain style is
recommended. A sans serif font (such as Arial or Calibri) or a simple serif style (such as Times New Roman) should be used. Using
more elaborate font styles can make it harder to read visuals.
In addition to font style, one should consider when and if to use all capital letters. Whenever using all capital letters, make sure it is
only for short lines of text, such as a title. Do not use all capital letters for whole paragraphs of text, as this is difficult to read and
can be interpreted as “shouting.”
Letter or font size becomes less important in distance education environments. For instance, while it is better to use a larger font
size and fewer words per line in PowerPoint slides presented in a face-to-face environment, in an online setting, font size is less
critical, where learners can often customize the font size on their end as needed.
Color
Color can be added to text to increase interest and ensure students find vital information. It is critical to use strong contrast (e.g.,
dark lettering on a light background) to improve readability. Be sure to use colors that do not compromise or distract the visibility of
the visual for someone who might be colorblind. Also, be careful using animated text; it can potentially detract from the intended
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message. A word of caution: use the color red sparingly; it tends to reverberate when projected onto any screen. There are contrast
checker tools available online that can help (e.g., https://webaim.org/resources/contrastchecker/).
Alignment
Spacing or alignment is also essential. It is best to avoid crowding materials into a small space. Use plenty of “white space” around
any visual, thus making sure that students can see particular elements. If the instructor puts too much information into too small a
space, it may be difficult for students to identify what they should be looking at when viewing the visual. (See White Space is Not
Your Enemy by Golombisky & Hagen for more information).
Texture
Adding texture to a visual or using a real object that has texture works well with a document camera. A scanned image where the
digitized image can be viewed from multiple points of view achieves a similar experience for learners. It is possible to focus the
view to highlight specific parts of an object, showing the learners precisely what is essential to view.
Pattern
The pattern is critical when designing good visuals. Select visual patterns that include shape, balance, and style can augment the
learner’s understanding of the material. Use shapes familiar to learners for arranging the information so that they can follow the
direction of the material and not be confused. For example, use a triangle to present information to learners, with the most critical
information at the top and the subsets of information across the bottom.
Balance
Create visuals with a balance that is equal weight to the parts of the visual. Learners may need help to discern the information if it
is difficult to read the material because it does not visually guide the learner across the material. By enlisting balance to visuals,
learners will more likely not overlook information.
Different audiences or age groups might like different styles of visuals. Instructors may need to experiment to see what types of
visuals their learners prefer. For instance, they may wish to have real objects or photographs, or they may prefer graphic
representations because they prefer less complex visuals.
Table 4.4
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Consideration Area Items
Students must also realize that attending an online class is very different from a traditional in-person class. Unlike in a face-to-face
in-person class where any time spent on class outside of attending “class” is considered “homework,” in a distance or online class,
students are always in “homework” mode. The perception that online classes take more time is exacerbated by the fact that the
usual face-to-face time is now spent in front of a computer and possibly split up over multiple days in any given week.
It is important to remember, even with everyone’s experiences learning from a distance during COVID-19, that distance education
may still be new to some students and teachers. Therefore, care must be exercised in preparing students to succeed with distance
and online education.
Table 4.5
TECHNIQUES OF DELIVERY
PERSONAL QUALITIES
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Consideration Area Tips
Matching learners' success with the actual objectives or standards is a way of identifying how the various tasks and events helped
learners reach the outcomes. Other approaches can be incorporated into evaluation. Keeping a record of the events within each
learning experience is helpful. A mid-course and/or end-of-course survey requesting feedback from students related to the course
design is another means of gathering the data to use for course improvement.
The purpose of assessment and evaluation is not only to assess learner outcomes but also to evaluate both the instructor and the
learning platforms’ effectiveness.
Assessing Students
To begin the assessment process, instructors must consider the intended learning outcomes identified when planning the
instruction. Some advocate to design assessments at the time goals and objectives are being prepared (which is sometimes called
backwards design). Others feel this stifles the creative process for the design and implementation of instruction. What is important
here is the return to the intended outcomes. To design good assessments, one needs to determine what needs to be measured and
how to best go about that process.
Formative assessment
The assessment process has several formats. In the more formal assessment venue, daily quizzes or unit tests can serve as
gauges of progress. Less formally, online discussions and questioning within a live synchronous class session give an instructor an
idea of how well the students are progressing within the context of a unit of instruction (Simonson et al., 2019). This formative
assessment process allows the instructor to understand how well students are doing with the content. Further, especially for those
returning to an educational setting after a long period of working, this formative assessment allows individual students to conclude
how well they are doing within the context of a formalized class. Often, they feel much better knowing how much they have learned
in smaller steps rather than waiting until an end-of-term test or formal paper or project.
Another benefit of more frequent assessments is that instructors can rely on multiple assessment procedures. By providing
students with several different ways of demonstrating their knowledge and skills, students can overcome any problems associated
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with a particular assessment tool (Savenye, 2004). Students like having the opportunity to demonstrate their understanding and use
various assessment tools. Thus, formative assessment is a valuable tool for both the instructor and the student.
Summative assessment
End-of-unit or end-of-semester testing or projects assess students’ overall understanding of the content as a whole. It allows the
instructor to revisit areas of the content addressed earlier in the term and help students draw upon their knowledge to generate a
complete understanding of the content.
Online assessments
Technology can support many different types of assessments. The primary issue is how error-critical the information is for
students. If students must demonstrate specific skills or sets of knowledge, there may be a better approach than using an online
format for testing. The instructor needs to consider the students' experience in terms of assessment procedures and technology. A
student unfamiliar with multiple-choice formats for testing may be uncomfortable with an online test. However, this same student
can learn to overcome those feelings when provided “practice” taking an online test. It is the instructor's responsibility to be sure
that any assessment procedure is familiar to the students and that when using technology, the students can easily access and
complete the assessment.
A significant advantage of using technology to administer traditional assessments (e.g., multiple-choice, short-answer, etc.) is that
certain limitations can be imposed. For example, one way to control cheating, a concern of instructors, is to have a timed test.
Limiting the time necessary for a student to take a test makes it less likely that students will try to use resources or materials to
help select responses. It is possible to have more items in a test bank, thus ensuring that there are random items, thus making it
more difficult for two students to have the same test in the same order. An instructor can limit the test access options (e.g., no
preview option, no printing option, etc.). There are many ways in which a traditional test can be administered electronically and still
maintain the integrity of the testing situation. There are now online proctoring tools and plagiarism tools instructors can use, such
as SafeAssign, Turnitin.com, or general technology such as screen sharing or video. However, keep in mind that educators
increasingly criticize some of these tools for violating student privacy or highlighting problems with traditional forms of
assessment.
Alternative assessments
Alternative assessment formats used in the traditional instructional setting can be adapted easily to a distance learning
environment (Simonson et al., 2019). When using alternative assessment formats, it is essential to consider the resources and
access available for students. Can they obtain the materials they will need to prepare the product that will demonstrate their
learning? Further, technology can be used to prepare and submit these types of alternative assessment devices. For example,
students can prepare web pages with their materials. Or they can create a portfolio using Google Drive or Dropbox, or a website tool
like Google Sites. As with traditional testing approaches, instructors need to be sure that their students have experience and
sufficient practice before using a new tool for any high-stakes testing.
Instruction
Teacher self-evaluations should be both formative and summative. Formative evaluations are conducted during the course of
instruction, ranging from daily reflection to a more formal periodic assessment. Summative evaluations are conducted to draw
conclusions about course effectiveness. These evaluations will result in the enhancement of the quality of learning.
In the formative evaluation process, two questions need to be considered. The first relates to reflection on the action or activity that
occurred: “Is this working?” (Schön, 1987, p. 125). To evaluate effectivenss, distance educators need to consider what has
happened within the instructional event. All experiences, both those considered to be positive or negative, have some element of
surprise. It may be that expectations were achieved; it may be a serendipitous event that led to another altogether different, albeit
pleasant, outcome. Whatever the nature of the event, it is essential to reflect upon what has happened.
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Reflection may take the form of a critical assessment of the events, satisfying curiosity about the nature of those events. It may
consider the success of the learning situation. Reflection brings the teacher into a state of knowing about the learning event. It is
now possible to move into the second question of the formative evaluation process, considering how to improve the situation.
The second question is, “How can I improve this?” The instructor needs to examine the instructional event in terms of what worked
and what appears to have been a problem. The second phase of the formative evaluation is concerned with helping the teacher
ensure a more successful educational experience for students. The teacher needs to consider issues such as the learning task, the
instructional materials, and the teaching strategies and where the technology may play a role in the instruction.
When examining effective instruction, it is essential to look at how the technology impacted the delivery of instruction. The teacher
must consider the hardware elements and their effect on the students. If a problem occurs with the lesson because of the system's
hardware components, what is the nature of the problem? Was the problem a temporary issue? Can the hardware be improved? Can
things be done to the interactive instructional resources to aid instruction in the future?
If the problem does not relate to the hardware, then what was the problem? Perhaps the students need to be better informed about
how to use the equipment. It may be that students needed preparation for the lesson. Perhaps the teacher may need to prepare
other types of handouts manipulatives, or orientation videos to ensure students can accomplish the tasks. The instructor may need
to select an alternative teaching strategy to improve interactivity and student outcomes.
Because many different factors affect the interactive learning environment, reflective teaching practices play an even more
significant role in developing effective teaching practices. To consider what has transpired and how to change it creates a dynamic
educational experience for both the teacher and the learners. Formative evaluation is essential for successful interactive
instructional experiences.
Summative evaluation is an overall judgment at the end of the course. The teacher reflects on how well the instructional experience
went. Considerations about teaching strategies, types of materials, and assessment are among those things a teacher needs to
consider for determining the instruction’s success. A summative evaluation provides closure to the instruction and a basis upon
which to build when offering a course through distance education in the future.
Course Content
Evaluation is a critical part of any curriculum. Distance educators need to examine the content, sequence, and lesson design to
ensure that the content aligns with the larger curriculum. In any distance learning environment, one particular issue, time
constraints, makes it necessary to examine the essential elements of the course content closely. The instructor must balance
content with limited time for learning activities and remove extraneous nonessential information.
Sequencing of information also needs examination. Several variables, characteristics of the learners, the essence of the content,
time, and the number of students in various locations, are all critical when deciding the order of presentation. Because the
instructor and some or all of the class are separated, the material must be sequenced logically.
Students can provide insight into the design of lessons. Students can give feedback on lesson design and instruction delivery. The
instructor can examine the information from all students involved in a distance class to determine if the presentation mode was
effective for everyone. Evaluating these responses gives the teacher the learners’ perception of the content.
Technology
Assessing the use of technologies in a distant setting is essential. In any distance learning environment, technology becomes the
most critical concern for the instructor. The teacher must be familiar with the hardware and the nuances of the technology to use it
effectively. Once the technology becomes transparent in the learning setting, the instructor can reflect on the lesson quality and
outcomes and plan for subsequent lessons.
The instructor must consider several elements when teaching in a distance learning mode. First are the basic operations of the
equipment. In an online course, the instructor needs to be familiar with the software used to deliver the course and be able to help
students troubleshoot when they cannot access the resources or course materials. Further, the instructor must ensure that the
distant student has the hardware and software resources to access the course materials without undue burden. The teacher needs
to know the processes for communicating with all students and to ensure that the course runs smoothly, keeping the technological
issues to a few unanticipated problems.
Evaluating the equipment should be ongoing throughout the lessons. The instructor must be aware of the consequences of any
technology choices made in the lesson. The types of interactivity possible within the lesson are another consideration. Upon
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completing the lesson, the teacher should assess the quality of the lesson in terms of the types of experiences provided and how
different these experiences might have been from other choices in the types of technologies used.
Finally, the teacher must be prepared with alternatives for each lesson in case of problems. What will the students do during the
lesson if the technology is not operating correctly? The teacher and students must be prepared for times when the entire platform is
not working correctly. Preplanned contingencies should continue the learning process even though the technology is
malfunctioning. Alternative lessons must always be ready, but hopefully never needed. Students need to be able to move into the
subsequent phases of the learning process while maintaining time and patience with the course. Organizing the alternatives for
learning as backup or contingent on system failures is critical. Students need to understand that they are expected to participate in
the planned activities, not to withdraw from them using technology as an excuse not to participate. If the technology is operating
appropriately, students should be expected to use the original plan for the learning event.
But, sometimes, there are problems. For example, if you have a Zoom session set for a specific time, but students are unable to log
in, or Zoom isn’t working, make sure your students know ahead of time your alternative plan (e.g., a backup platform or watch their
email for a message from you). Remind.com is one tool that allows the instructor to text the entire class (provided they signed up
ahead of time; we suggest doing this on day one) without the students knowing the instructor’s private cell phone number.
https://www.remind.com/ Remind has two-way communication, and the free version currently lets you have up to 10 classes at a
time. Another possible backup plan to an LMS is to store files in Google Drive; you could share them with the students just by
sharing a folder. You could then use other Google tools to discuss, write documents, or other interactive activities with your
students. Whatever you choose as your backup plan, make sure it is in place at the beginning of the course, and your students know
what it is, so it is ready when you need it.
Table 4.6
Design
1. Developed content [1 2 3 4 5]
2. Prepared instructional materials [1 2 3 4 5]
3. Encouraged student participation [1 2 3 4 5]
4. Enhanced retention and transfer [1 2 3 4 5]
5. Provided assessment criteria [1 2 3 4 5]
Implementation
1. Used effective teaching strategies [1 2 3 4 5]
2. Gained the attention of the learner [1 2 3 4 5]
3. Informed the learners of the objective(s) [1 2 3 4 5]
4. Connected to prior learning [1 2 3 4 5]
5. Asked probing questions [1 2 3 4 5]
6. Provided for learner interactivity [1 2 3 4 5]
7. Checked for understanding [1 2 3 4 5]
8. Summarized the lesson [1 2 3 4 5]
Assessment/Evaluation
1. Provided verbal and/or written feedback [1 2 3 4 5]
2. Offered timely feedback [1 2 3 4 5]
3. Used effective assessment techniques [1 2 3 4 5]
4. Solicited student feedback to ensure learning [1 2 3 4 5]
5. Used assessment data for evaluation [1 2 3 4 5]
6. Frequent reflection on instructional effectiveness [1 2 3 4 5]
Personal
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Please use the following scale to critique the lesson:
1=Not Applicable; 2=Needs Improvement; 3=Average; 4=Very Good; 5=Excellent
Technology
1. Used a variety of media effectively [1 2 3 4 5]
2. Provided visualization of lesson content [1 2 3 4 5]
3. Operated the equipment with ease [1 2 3 4 5]
Classroom Management
Poor classroom management can inhibit the best-planned instruction. Classroom management involves establishing an
environment in which learning can occur. Educators make decisions related to the organization and structure of any class, as well
as how to manage or handle situations when things don’t go well. In the distance setting, the issue of classroom management
becomes an even more critical issue to address because of the separation of instructor and students.
What is effective class management? Merriam Webster’s Dictionary (2020) defined it as: “(1a) control gained by enforcing
obedience or order,” and “(5) a rule or system of rules governing conduct or activity.” These varying definitions illustrate the
divergent views on the topic. However, elements of good disciplinary techniques are often viewed as necessary strategies for
managing any class. For example, establishing guidelines for appropriate responses, routines, and expectations, as well as
timelines and due dates, will help to facilitate the management of the class (Starko et al., 2003).
Proactive strategies imply anticipating situations and planning appropriate measures to avoid situations rather than assuming a
reactive approach to class discipline issues (Starko et al., 2003). When taking the time to consider the types of students who enroll
in the course, an instructor can design the instructional strategies and the appropriate response patterns to ensure that the course
will move along smoothly.
People are different, settings are different, and both are constantly changing. Class management procedures that effectively outline
student performance need to reflect those differences. One set of procedures cannot always be effective. The more the instructor
knows about the learners prior to beginning instruction, the more likely he or she will be in selecting appropriate class management
techniques. This information can be gathered through discussions with prior instructors or pre-course questionnaires.
Table 4.7
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1. Work with students to establish class rules.
2. Prepare a few rules prior to meeting students.
3. Keep the list of rules limited in number and scope.
4. Establish and maintain class routines.
5. Maintain a sense of humor.
6. Learn about the members of the class.
7. Learn the policies of other institutions if they are involved.
8. Use video when possible.
9. Privately address concerns to individuals.
10. Be yourself.
11. Use reasonable requests.
12. Vary class activities.
13. Avoid over-generalizing responses.
14. Be cautious about using sarcasm.
15. Be a positive, active model.
16. Be aware of personality conflicts.
17. Recognize students who are having problems and contact them individually.
18. Be aware of differences among the students.
19. Be cautious of expectations at sites when you don’t have enough information.
20. Spend time anticipating issues and plan for them.
https://roomtodiscover.com/online-classroom-management/
https://www.teachthought.com/pedagogy/online-classroom-management/
https://www.edutopia.org/article/extending-classroom-management-online
https://journals.lww.com/nursingmadeincrediblyeasy/fulltext/2016/07000/online_class_teaching_tips.2.aspx
Chapter Summary
In this chapter, you learned about the multifaceted process of designing interactive distance education. You specifically learned
more about things such as the importance of developing goals and objectives for instruction, preparing students for learning, and
the role of formative and summative assessment and evaluation. In the next chapter, you will learn more about distance education
learning environments.
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