Beyond "Do This, Then That": The Science of Teaching Students to Follow Directions

How Course-based Research Experiences transform instruction from passive following to active, critical thinking

Introduction: More Than Just Listening

In a typical laboratory class, students follow a predefined recipe to achieve a known result. But in a Course-based Research Experience (CRE), the path is uncharted. The instructions are not a simple list of steps, but a set of guiding principles for exploring the unknown. This shift represents a profound change in science education, moving from passive following to active, critical thinking.

The challenge for educators is no longer just getting students to listen, but equipping them with the cognitive tools to navigate ambiguity. This article explores the cutting-edge science behind how students learn to follow directions in these dynamic environments, revealing that it's less about obedience and more about fostering independence, problem-solving, and the ownership of discovery 6 .

Traditional Lab

Students follow predefined steps to achieve known results, focusing on technical skill acquisition.

CRE Approach

Students navigate uncharted paths with guiding principles, developing critical thinking and problem-solving.

Key Concepts: The Psychology of Instruction

The Brain's Workbench: Working Memory

At its core, following directions is a cognitive workout for working memory—the brain's workbench for processing new information 1 . When instructions are complex or presented too quickly, this mental workbench can become overwhelmed, leading to information loss.

In a CRE, where procedures can be unpredictable, this cognitive load is even higher. Strategies that help manage this load are crucial:

  • Practice of Enactment: Immediately acting out instructions improves retention and accuracy 1 .
  • Learner-Controlled Pace: Written instructions that students can revisit allow better processing and encoding into long-term memory 1 .

From Pliance to Ownership: The Social and Metacognitive Layers

Following instructions is not just a cognitive act; it's also a social behavior. The "mere presence effect" shows that people change their behavior when someone else is around, often becoming more pliant to social expectations 1 .

However, true success in a CRE requires moving beyond this basic "pliance" to metacognition—"thinking about thinking" 1 . This involves:

  • Planning: Understanding what is required before starting.
  • Monitoring: Actively reviewing progress during the task.
  • Evaluation: Checking the work against the original goals and instructions 1 .

The CRE Instructional Model: A New Paradigm

Research on CREs has identified a distinct instructional model that moves far beyond the traditional lab. A multi-year study of the SEA-PHAGES program, a large national CRE, crystallized this into three key instructional models that help students navigate authentic research 6 .

Feature Traditional Laboratory Course-Based Research Experience (CRE)
Goal Learn defined skills and procedures Generate novel, usable scientific data 6
Instructions Fixed, step-by-step Flexible, guided by principles; may change
Outcome Known in advance Unknown and unpredictable 6
Student Role Technician Scientist
Key Challenge Executing steps correctly Managing ambiguity and failure 6

Evolution of Science Education

Traditional Recipe Labs

Students follow predefined steps to achieve known outcomes, focusing on technical skill acquisition.

Inquiry-Based Learning

Students explore questions with known answers, developing some problem-solving skills.

Course-Based Research Experiences (CREs)

Students engage in authentic research with unknown outcomes, developing independence and ownership.

In-Depth Look: A Key Experiment in CRE Instruction

To understand how CRE teaching works in practice, let's examine the foundational study that defined its instructional models.

Methodology: Surveying Expert Instructors

The study was conducted over three years and focused on the SEA-PHAGES program, where students discover and characterize novel bacteriophages 6 . The research involved:

  1. Instructor Survey: 102 instructors from the program were surveyed for their understanding of the aims and practices of CRE teaching.
  2. Large-Scale Feedback: The survey findings were discussed and refined with the entire cohort of instructors at an annual meeting.
  3. Focus Group: A small group of expert CRE instructors provided deeper insights to finalize the models 6 .

The qualitative data was analyzed to identify the core aims of instruction and the specific pedagogical practices used to achieve them.

Results and Analysis: Three Pillars of CRE Instruction

The study identified three primary instructional models that form the backbone of effective CRE teaching 6 :

  1. Being a Scientist and Generating Data: Engage students in authentic science with unknown outcomes.
  2. Teaching Procedural Knowledge: Focus on the "how-to" of research with hands-on guidance.
  3. Fostering Project Ownership: Encourage student input and responsibility for project elements.

The power of this model is that these three pillars are interdependent. You cannot foster ownership without teaching the necessary procedures, and you cannot generate valid data without students thinking and acting like scientists.

Data Tables: Visualizing the Instructional Framework

Instructional Model Primary Aim Key Pedagogical Practices
Being a Scientist Engage in authentic inquiry Emphasize unknown outcomes; connect to real-world science; treat students as colleagues 6
Procedural Knowledge Master research techniques Demonstrate protocols; provide hands-on practice; implement quality control 6
Project Ownership Develop personal investment Encourage student input; delegate responsibility; celebrate contributions 6
Cognitive Skill Traditional Lab CRE
Working Memory Load is controlled & predictable Load is variable & high
Metacognition Focus on following steps Focus on planning, monitoring, and adapting
Problem-Solving Limited; errors are "mistakes" Central; errors are "results" to be analyzed
Resilience Rarely tested Constantly practiced

The Scientist's Toolkit: Research Reagent Solutions

The following "tools" are essential reagents for any educator looking to cultivate a successful CRE environment.

Direct, Single-Step Instructions 4 9

Reduces cognitive load by giving clear, manageable commands one at a time, preventing overwhelm.

Wait Time 4

After giving an instruction, pausing for 5-10 seconds allows students to process the information, fostering independent thinking over rushed compliance.

Visual Schedules & Cues 9

Provides a concrete reference for multi-step procedures, aiding memory and helping students self-monitor their progress.

Practice of Enactment 1

Having students immediately repeat instructions in their own words or through action (teach-back) strengthens encoding and reveals misunderstandings.

Positive Reinforcement 9

Praise for effort and successful navigation of challenges builds confidence and motivates students to persist through the inherent difficulties of research.

3 Before Me 2

Students ask three peers before the instructor, fostering collaboration and problem-solving while reducing dependency.

Conclusion: The Future of Science is Self-Directed

Teaching students to follow directions in a CRE is not about training them to be better at following orders. It is about mentoring them to become self-sufficient scientists.

By understanding the cognitive and social psychology at play, and by implementing structured instructional models that prioritize ownership and authenticity, educators can transform the classroom from a place of replication to a vibrant ecosystem of discovery.

The ultimate goal is to equip students with the ability to not just follow a map, but to navigate confidently when the map ends and the real exploration begins. This shift is crucial for developing the next generation of resilient, critical thinkers who will drive scientific innovation forward.

Enhanced Learning

CREs develop deeper understanding through authentic research experiences.

Cognitive Growth

Students develop metacognitive skills and problem-solving abilities.

Scientific Identity

Students develop confidence and identity as capable scientists.

References