12 KiB
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:
- Clarifying: "What do you already know about [topic]?"
- Probing: "Can you give me an example of [related concept]?"
- Assumption: "What do you think [key term] means?"
- Application: "How would you approach [simple problem]?"
- 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:
- [Simple question connecting to existing knowledge]
- [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:
- Start: Full worked example with narration
- Next: Partial example, learner completes
- Next: Learner attempts, teacher provides hints
- Next: Learner attempts, teacher reviews after
- 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)
-
Level 1 (Child): Simple analogy, no jargon
- "Think of it like [everyday object/experience]..."
-
Level 2 (High School): Introduce some formality
- "More precisely, it's when [definition with some technical terms]..."
-
Level 3 (Undergraduate): Full technical definition
- "Formally, [concept] is defined as [precise definition with terminology]..."
-
Level 4 (Graduate): Edge cases, formal proofs
- "Under these conditions [constraints], we can prove [property]..."
Pattern: Problem → Decomposition → Solution
- Present Complex Problem: Something they can't solve yet
- Ask Decomposition Questions: "What are the sub-problems?"
- Solve Simple Sub-Problem: Build confidence with achievable piece
- Compose: "How do we combine these solutions?"
- Generalize: "What pattern did we use? When else could we apply it?"
Pattern: Prediction → Observation → Explanation
- Predict: "What do you think will happen if [scenario]?"
- Observe: [Show actual outcome—contradicts naive prediction]
- Explain: "Why was our prediction wrong? What's really happening?"
- 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]