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Socratic Teaching Session Template

Workflow

Copy this checklist and track your progress:

Teaching Session Progress:
- [ ] Step 1: Diagnose current understanding
- [ ] Step 2: Build question ladder
- [ ] Step 3: Execute teaching session
- [ ] Step 4: Fade scaffolding
- [ ] Step 5: Validate understanding

Step 1: Diagnose current understanding - Ask probing questions to assess baseline knowledge and misconceptions. See Section 1.

Step 2: Build question ladder - Design progression from current to target understanding. See Section 2.

Step 3: Execute teaching session - Guide discovery through questions and scaffolding. See Section 3.

Step 4: Fade scaffolding - Progressively remove support as competence grows. See Section 4.

Step 5: Validate understanding - Test transfer and misconception elimination. See Section 5.


1. Diagnostic Phase

Learning Profile

Learner Information:

  • Name/Role: [Who is learning]
  • Goal: [What they want to achieve]
  • Timeline: [When they need to know it]
  • Current Experience: [Novice / Beginner / Intermediate / Advanced in this domain]

Topic to Teach:

  • Concept/Skill: [Specific topic]
  • Why Important: [Motivation, application context]
  • Success Criteria: [How will we know they've learned it?]

Diagnostic Questions

Ask 3-5 questions to assess current understanding:

  1. Clarifying: "What do you already know about [topic]?"
  2. Probing: "Can you give me an example of [related concept]?"
  3. Assumption: "What do you think [key term] means?"
  4. Application: "How would you approach [simple problem]?"
  5. Misconception Check: "[Question that reveals common misconception]"

Identified Knowledge Gaps:

  • Gap 1: [What they don't know yet]
  • Gap 2: [What they don't know yet]
  • Gap 3: [What they don't know yet]

Identified Misconceptions:

  • Misconception 1: [Faulty mental model detected]
  • Misconception 2: [Faulty mental model detected]

Starting Scaffolding Level: [Full Modeling / Guided Practice / Coached Practice / Independent]


2. Question Ladder Design

Build progression from current understanding to target concept:

Concrete Foundation (Step 1-2)

Analogy/Real-World Example:

  • Anchor concept in familiar experience
  • Example: [Concrete situation they already understand]

Questions:

  1. [Simple question connecting to existing knowledge]
  2. [Question exploring the analogy]

Pattern Recognition (Step 3-4)

Key Pattern to Notice:

  • What regularities or structures should they see?
  • Pattern: [Core insight they should discover]

Questions: 3. [Question that guides to pattern] 4. [Question that reinforces pattern with new example]

Formalization (Step 5-6)

Technical Vocabulary:

  • Introduce precise terminology once pattern is clear
  • Terms: [Key terms to define]

Questions: 5. [Question that motivates formal definition] 6. [Question applying formal concept]

Edge Cases & Boundaries (Step 7-8)

Limitations to Explore:

  • Where does the concept break down or need qualification?
  • Edge cases: [Boundary conditions]

Questions: 7. [Question revealing edge case] 8. [Question exploring why edge case matters]

Transfer & Application (Step 9-10)

Novel Context:

  • Apply concept to new situation
  • Context: [Different domain or problem]

Questions: 9. [Question requiring transfer to novel situation] 10. [Question checking deep understanding]


3. Teaching Session Structure

Opening (5 minutes)

State Goal: "Today we're going to understand [concept]. By the end, you'll be able to [success criteria]."

Check Motivation: "Why is this important to you?" [Learner answers]

Main Teaching Loop (30-45 minutes)

For each question in ladder:

Ask Question:

  • State question clearly
  • Give thinking time (30 seconds minimum)
  • Don't rush to hint

Observe Response:

  • If correct understanding: Confirm and move to next question
  • If partial understanding: Ask follow-up to clarify
  • If misconception revealed: Note it, explore contradiction (see Misconception Protocol)
  • If stuck: Provide scaffolding (see Scaffolding Menu)

Scaffold if Needed:

  • Level 5 (Modeling): "Let me show you how I'd think about this..."
  • Level 4 (Guided): "What if we try [partial solution]?"
  • Level 3 (Coached): "You're close. What about [hint]?"
  • Level 2 (Independent): "Take your time. Walk me through your thinking."

Check Understanding:

  • "Can you explain that in your own words?"
  • "How does that connect to [earlier concept]?"

Closing (10 minutes)

Summary: "Let's review what we covered: [key points]"

Transfer Task: "Now try [novel problem using concept]"

Next Steps: "To solidify this, [practice recommendation]"


4. Scaffolding Fading Protocol

Track scaffolding level for each concept:

Concept/Skill Initial Level Current Level Target: Independent
[Concept 1] Level 5 Level 4 [ ] Ready
[Concept 2] Level 4 Level 3 [ ] Ready
[Concept 3] Level 3 Level 2 [ ] Ready

Fading Triggers:

  • Success Signal: Learner completes task correctly → Move down one level
  • Struggle Signal: Learner stuck for >2 minutes → Move up one level
  • Frustration Signal: Repeated failure or negative emotion → Provide direct explanation, restart with higher level

Progressive Independence:

  1. Start: Full worked example with narration
  2. Next: Partial example, learner completes
  3. Next: Learner attempts, teacher provides hints
  4. Next: Learner attempts, teacher reviews after
  5. End: Learner explains concept to someone else

5. Validation & Assessment

Understanding Checks

Explanation Test:

  • "Explain [concept] to me like I'm [5 years old / your colleague / an expert]"
  • Quality: Clear, accurate, appropriate detail for audience

Application Test:

  • "Use [concept] to solve [novel problem]"
  • Quality: Correct application, adapts to new context

Teaching Test:

  • "How would you teach this to someone else?"
  • Quality: Can identify key questions, common misconceptions

Misconception Elimination

Check that identified misconceptions are corrected:

  • Misconception 1: Eliminated? [Test question] → [Response shows correction]
  • Misconception 2: Eliminated? [Test question] → [Response shows correction]

If misconception persists:

  • Design new question sequence targeting it specifically
  • See resources/methodology.md for advanced misconception busting

Transfer Assessment

Near Transfer (same domain, different problem):

  • Problem: [Similar but not identical]
  • Success: [ ] Solved correctly without hints

Far Transfer (different domain, analogous structure):

  • Problem: [Different context, same underlying principle]
  • Success: [ ] Recognized analogous structure and applied concept

Scaffolding Menu

Quick reference for providing appropriate support:

Level 5: Full Modeling

  • "Let me show you a complete example..."
  • "Here's how I would think through this step-by-step..."
  • "Watch how I approach [problem], then you'll try a similar one"

Level 4: Guided Practice

  • "I'll start, and you complete the next steps..."
  • "Here's the first part [show partial solution]. Can you finish?"
  • "Let's do this together. I'll guide you through each step."

Level 3: Coached Practice

  • "Give it a try. I'll ask questions if you get stuck."
  • "You're on the right track. What about [specific aspect]?"
  • "Almost. Think about what would happen if [scenario]?"

Level 2: Independent with Feedback

  • "Try it yourself first. We'll review together afterwards."
  • "Take your time. Come back when you have a solution."
  • "Work through this, then explain your reasoning."

Level 1: Transfer

  • "Now teach this to [someone else]."
  • "Create your own example problem."
  • "Explain why someone might misunderstand this."

Misconception Correction Protocol

When misconception is revealed:

Step 1: Acknowledge Without Judgment

  • "Interesting! Many people think that."
  • "That's a really common way to think about it."

Step 2: Predict Outcome Based on Misconception

  • "If [misconception] were true, what would we expect to see in [test case]?"
  • Get learner to make explicit prediction

Step 3: Show Contradiction

  • Demonstrate or explain actual outcome
  • "But actually, [show real result]. Why do you think that is?"

Step 4: Guide to Correct Model

  • Ask questions that lead to correct understanding
  • "What could explain this difference?"
  • Don't just state correct answer—guide discovery

Step 5: Reinforce with New Examples

  • Apply corrected understanding to 2-3 new cases
  • "Let's test this new understanding. What about [example]?"

Step 6: Check Persistence

  • Return to misconception trigger later in session
  • Ensure correction stuck, not just surface compliance

Common Teaching Patterns

Pattern: Concrete → Abstract (Feynman Technique)

  1. Level 1 (Child): Simple analogy, no jargon

    • "Think of it like [everyday object/experience]..."
  2. Level 2 (High School): Introduce some formality

    • "More precisely, it's when [definition with some technical terms]..."
  3. Level 3 (Undergraduate): Full technical definition

    • "Formally, [concept] is defined as [precise definition with terminology]..."
  4. Level 4 (Graduate): Edge cases, formal proofs

    • "Under these conditions [constraints], we can prove [property]..."

Pattern: Problem → Decomposition → Solution

  1. Present Complex Problem: Something they can't solve yet
  2. Ask Decomposition Questions: "What are the sub-problems?"
  3. Solve Simple Sub-Problem: Build confidence with achievable piece
  4. Compose: "How do we combine these solutions?"
  5. Generalize: "What pattern did we use? When else could we apply it?"

Pattern: Prediction → Observation → Explanation

  1. Predict: "What do you think will happen if [scenario]?"
  2. Observe: [Show actual outcome—contradicts naive prediction]
  3. Explain: "Why was our prediction wrong? What's really happening?"
  4. Refine Model: "Let's adjust our understanding to account for this..."

Quality Checklist

Before concluding session, verify:

Diagnostic:

  • Asked 3-5 diagnostic questions to assess baseline
  • Identified specific knowledge gaps
  • Detected at least 1 misconception (if present)
  • Determined appropriate starting scaffolding level

Question Ladder:

  • Built progression from concrete to abstract (min 8 questions)
  • Each question has clear purpose (not just Socratic theater)
  • Ladder addresses identified gaps and misconceptions
  • Questions build on each other logically

Teaching Execution:

  • Started at appropriate scaffolding level (not always Level 5)
  • Faded scaffolding as competence increased
  • Asked questions, didn't just lecture
  • Corrected misconceptions through contradiction, not assertion
  • Adjusted to learner responses (didn't stick rigidly to script)

Validation:

  • Tested understanding with novel problem (transfer)
  • Asked for explanation in learner's words
  • Verified misconceptions eliminated
  • Provided next steps for continued learning

Guardrails:

  • Stayed in zone of proximal development (optimal challenge)
  • Didn't make it a guessing game
  • Made implicit knowledge explicit
  • Adapted to learner's pace and preferences

Session Notes:

  • What worked well: [Note effective moments]
  • What to adjust: [Note what to improve]
  • Follow-up needed: [Topics requiring more work]