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24 MatheMatics teaching in the Middle school  Vol. 18, No. 1, Augus 2012 m Mathematics lessons can take a variety o ormats. In this article, we discuss lessons organized around complex mathematical tasks. These lessons usually unold in three phases (Van de Walle et al. 2010). Fi rst, the task is introduced to students. Second, stu- dents work on solving the task. Third, the teacher “orchestrates” a concluding  whole- class d iscussion i n which stu- dents are supported to make math- ematical connections between solutions and to develop conceptual understand- ing o signicant mathematical ideas (Smith et al. 2009). Complex tasks invite students to generate multiple solutions and justiy Consider our important elements o   se tt i ng u p c h a l l en g i n g m ath e ma tics  p ro b l em s t o s u p po rt a l l s t ud en ts ’ l e a rn i n g . Kaa J. Jackson, Eily C. Saan, Lynsey K. Gibbons, and Paul A. Cobb    G    i    r    L    S   :    O    J    O    i    m    A    G    E    S    /    G    L    O    w     i    m    A    G    E    S    F    E    E    t   :    B    O    r    i    S    6    4    /    i    S    t    O    C    K    P    h    O    t    O their reasoning (Stein et al. 2000). Such tasks live up to their potential only i students engage productively in the task. Thereore, the rst phase, the task introduction, is crucial. We describe how teachers can set up, or “launch” (Lappan et al. 2009), complex tasks by leading introductory whole- class discussions in which they help students engage in the task and learn signicant math.  A task’ s setup impacts b oth what students and the teacher are able to achieve during a lesson. When a complex task is launched well and students are engaged, the many solu- tions generated can orm the basis o the concluding whole-class discussion. Ideally, while students are solving the task, the teacher circulates around the room to plan or that concluding discussion. Students are more likely to learn rom a summary discussion i they have been able to engage produc- tively in the task. Our work with middle-grades mathematics teachers and our own classroom experiences indicate that students requently struggle when attempting to solve complex tasks because they do not understand  various aspects well enough to g et started ( Jackson et al. 2011). T each- ers, in turn, oten respond to students’ t k c mp x l u Copyright © 2012 The National Council of Te achers of Mathematics, Inc. www.nctm.org. All rights reserved. This material may not be copied or distributed electronically or in any other format without written permission from NCTM.
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24 MatheMatics teaching in the Middle school ●  Vol. 18, No. 1, Augus 2012

mMathematics lessons can take a variety o ormats. In this article, we discusslessons organized around complexmathematical tasks. These lessonsusually unold in three phases (Vande Walle et al. 2010). First, the task isintroduced to students. Second, stu-dents work on solving the task. Third,the teacher “orchestrates” a concluding whole-class discussion in which stu-dents are supported to make math-ematical connections between solutionsand to develop conceptual understand-ing o signicant mathematical ideas(Smith et al. 2009).

Complex tasks invite students togenerate multiple solutions and justiy 

Consider our important elements o 

 setting up challenging mathematics

 problems to support all students’ learning.

Kaa J. Jackson,Eily C. Saan,

Lynsey K. Gibbons,and Paul A. Cobb

their reasoning (Stein et al. 2000).Such tasks live up to their potentialonly i students engage productively in the task. Thereore, the rst phase,the task introduction, is crucial. Wedescribe how teachers can set up, or“launch” (Lappan et al. 2009), complextasks by leading introductory whole-class discussions in which they helpstudents engage in the task and learnsignicant math.

 A task’s setup impacts both whatstudents and the teacher are ableto achieve during a lesson. When acomplex task is launched well andstudents are engaged, the many solu-tions generated can orm the basis o 

the concluding whole-class discussion.Ideally, while students are solving thetask, the teacher circulates aroundthe room to plan or that concludingdiscussion. Students are more likely to learn rom a summary discussion i they have been able to engage produc-tively in the task.

Our work with middle-gradesmathematics teachers and our ownclassroom experiences indicate thatstudents requently struggle whenattempting to solve complex tasksbecause they do not understand various aspects well enough to getstarted ( Jackson et al. 2011). Teach-ers, in turn, oten respond to students’

tkcmpxlu

Copyright © 2012 The National Council of Teachers of Mathematics, Inc. www.nctm.org. All rights reserved.This material may not be copied or distributed electronically or in any other format without written permission from NCTM.

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Vol. 18, No. 1, Augus 2012 ● MatheMatics teaching in the Middle school 25

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26 MatheMatics teaching in the Middle school ●  Vol. 18, No. 1, Augus 2012

struggles by repeating the task toindividuals or groups o students. Thistakes up a signicant amount o timeand can adversely aect the remaindero the lesson.

 When teachers are spending timerelaunching a lesson, they are otenunaware o how other students aresolving the task. Thereore, they cannot plan well or the concluding whole-class discussion. In addition, tokeep the lesson moving, teachers otensuggest particular solution methodsto get students started. Such explicitsuggestions usually cause students tosolve the task in the same way, whichlessens the chance that a rich con-

cluding whole-class discussion willoccur. The end result is a diminishingo students’ opportunities to learnsignicant mathematics.

How can a teacher launch a com-plex task so that students are able toengage productively in solving it? Weanalyzed videorecordings o lessonsconducted by 132 middle-gradesmathematics teachers who usedStandards -based curricula to deter-

mine important aspects o eectivelaunches ( Jackson et al. 2011). Weidentied our aspects o launchesthat enabled the majority o studentsto engage in solving a complex task and to participate in a concluding whole-class discussion that ocused onconceptual understanding. We illus-trate these aspects by describing how a seventh-grade teacher, Smith (allnames are pseudonyms), eectively introduced a complex task, Dollars orDancing (see fg. 1), in his classroom.

Dollars or Dancing is a Standards -based task rom a unit on linear rela-tionships that emphasizes connectionsamong tables, graphs, and equations.Smith’s seventh graders had usedtables, graphs, and equations in priorlessons to solve problems involvinglinear relationships with y -interceptso zero. This lesson was their rst en-counter with a linear relationship and

nonzero y -intercepts. Smith’s goal inusing the Dollars or Dancing task wasto support his students’ understandingo the y -intercept as an initial value andslope as a constant rate o change.

Smith devoted eight minutes o an hourlong lesson to launching thistask. All his students were then ableto engage productively in nding asolution, and most contributed to theconcluding whole-class discussion in which they made connections among various strategies and representations.In doing so, they explained their rea-soning in ways that indicated con-ceptual understanding o key eatureso linear relationships (Jackson et al.

2011).

cRitical eleMents

 We list our crucial aspects to keep inmind when setting up complex tasks tosupport all students’ learning.

1. Discuss the Key Contextual Features

Complex tasks oten involve real-worldscenarios that have been chosen tosupport the development o students’reasoning and communication aboutparticular mathematical ideas (Hiebertet al. 1997). Some students may struggle when starting because they areunamiliar with the context, or scenar-io, in which the task is grounded. It isthereore important that the teacherand students discuss any potentially 

unamiliar eatures o the task. For

dollaRs FoR dancing

tee sudens a a scool ae aising dollas o e scool’s Valenine’s DayDance. All ee decide o aise ei oney by aving a dance aaon ine caeeia e eek beoe e eal dance. tey ill collec pledges o enube o ous a ey dance, and en ey ill give e oney o esuden council o ge a good DJ o e Valenine’s Day Dance.

• Rosalba’splanistoaskteacherstopledge $3.00 pe ou a se dances.

• Nathan’splanistoaskteacherstogive $5.00 plus $1.00 o evey ou e dances.

• James’splanistoaskteacherstogive $8.00 plus $0.50 o evey ou e dances.

Pr a. Ceae a leas ee dieen ays o so o o copae eaouns o oney a sudens can ean o ei plans i ey eac geone eace o pledge.

Pr B. Explain o e ouly pledge aoun is epesened in eac o you

ays o pa A.

Pr c. Fo eac o you ays in pa A, explain o e fxed aoun inNaan’s plan and in Jaes’s plan is epesened.

Pr d. Fo eac o e ays in pa A, so o you could fnd e aouno oney colleced by eac suden i ey could dance o 24 ous.

Pr e. wo as e bes plan? Jusiy you anse.

Source: Adaped o task 1.3 (“raising money”), Connected Mathematics Project 2 gade 7 book, Moving Straight Ahead: Linear Relationships (Lappan e al. 2009)

F. 1 te Dollas o Dancing ask alloed Si’s seven gades o expeience a

linea equaion i a nonzeo y-inecep.

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Vol. 18, No. 1, Augus 2012 ● MatheMatics teaching in the Middle school 27

example, key contextual eatures o Dollars or Dancing include under-standing that people organize dancemarathons to raise unds and thatdance marathons last a long time.

Unless these elements are discussed,students who are unamiliar with adance marathon might struggle early.

Smith anticipated that some o hisstudents were indeed unamiliar withthe dance-marathon scenario. Hebegan his launch by eliciting students’prior knowledge about dance mara-thons by projecting Internet imagesand asking students to discuss whatthey saw. Students replied, “Dance”and “Dance marathon.” He built on

students’ contributions to developa common way to describe dancemarathons as “groups o people whodance or a certain amount o time.”He then pressed students to explain why people might hold such an event. Their proposals were the oundationto explain that the task was a und-raiser to pay or a DJ or the school’sValentine’s Day Dance.

How can teachers help students

understand the key contextual eatureso a task? One idea is to ask studentsto imagine that they are participantsin the scenario and to share what they know about it. Another idea involvesprojecting images relevant to thescenario and asking students whatthey know about it. Images coupled with discussion are especially useulstrategies to support students whoare English language learners (ELLs)(Moschkovich 1999).

 Teachers could also connect thetask scenario to a person, place, orevent that might be amiliar or o in-terest to students. For example, Smithpersonalized the Dollars or Dancing task or students by connecting it to aschool activity (the upcoming Valen-tine’s Day Dance) to generate studentinterest and to give students addition-al ways to contribute to the discussion(McDue et al. 2011).

2. Discuss the Key Mathematical Ideas

Our analysis o instruction indicated

that ocusing solely on context is notenough. It is also critical to discuss thekey mathematical ideas without hint-ing at particular methods or proceduresthat should be used to solve the task.For example, students were expectedto use tables, graphs, and equations inDollars or Dancing to represent theaccumulation o money over time inthe three dierent und-raising plans. To meet these expectations, studentsneeded to understand several ideas:

1. Money accumulates as a partici-pant continues to dance or agreater number o hours.

2. Dierent ways exist to accumulatemoney, such as starting with a xedamount or earning a xed amounto money per hour o dancing.

Unless students understood thisdistinction, they would be unlikely to

make connections among the dier-ent ways o accumulating money, theslope, and the y -intercept. It is alsoprobable that some students wouldstruggle both to create appropriate

tables, graphs, and equations, and laterto comprehend their peers’ represen-tations and explanations during the whole-class discussion.

Smith supported students’ under-standing o key mathematical ideas inthe Dance Marathon task by explicitly discussing the dierence between anup-ront amount and an hourly amount.

 There are two ways that you canraise money in a dance marathon.

One way is to dance or a long time.I I give you $0.50 every hour, you’regoing to make a lot o money. Butthere’s another way that you couldraise money, and that is to ask or apledge. Not per hour, but just a [one-time] donation. We call that a dona-tion. And you might go up to yourteacher and say, “Can you give me$6.00 or being in the dance mara-thon?” That’s dierent. Can anybody 

explain how that is dierent i I say,“Can you give me $6.00?” or instead“Can you give me $0.50 an hour?”

Smith called on students to explain thedistinction. Jasmine responded, “Eitherthey pay you up ront or . . . they con-tinue to pay you or however long youdance.” As students shared their ideas,Smith asked students to restate whatothers said (e.g., “Can you say what Jasmine said in your own words?”).He also praised students’ ideas andadopted students’ ways o describingthe distinction. Marisa oered, “One o them, you already start with it, and theother one, you have to kind o work or it to get more.” Smith responded,“Exactly. I like the way that’s worded.One o them you start with; you justhave it. The other one, you have to work or it to get the money.”

 Ater the majority o students

In the eective

launches that

we identifed,

teachers did not

 simply talk to

 students about

the key eatures

o tasks but

instead solicited

input rom their 

 students.

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28 MatheMatics teaching in the Middle school ●  Vol. 18, No. 1, Augus 2012

could describe in their own words thedistinction between the two ways toaccumulate money, Smith handed outthe task sheet and briefy explainedstudents’ responsibilities when work-

ing in their small groups. Studentsthen began the task. To develop his students’ under-

standing o key mathematical ideas,Smith ocused students’ attention onthe distinction between und-raisingstrategies, adopted students’ language,and asked multiple students to statethe distinction in their own words. We have also witnessed teachers ask-ing students to act out aspects o thetask to help develop an understand-

ing o key mathematical ideas. Smithmight have asked two students topretend to be Rosalba and Nathan. Then he might have asked “Rosalba”(hourly amount) and “Nathan” (up-ront amount) to explain how eachearned money. Other students wouldthen have been asked to explain thekey distinction between the two plans(Rosalba had to earn all o her money, whereas Nathan received some money 

upront).

3. Develop Common Language to

Describe the Key Features

In the eective launches that weidentied, teachers did not simply talk to students about the key eatureso tasks but instead solicited input

 from students. These teachers askedquestions that required more than yes or no responses, which helped theteacher determine the level o supportthat students needed to engage in thetask (Boaler 2002).

It was also critical or teachers tobuild on student contributions andboth support and press students todevelop common language to describethe key eatures o the task—contex-tual eatures, mathematical ideas, andany other language—that might beunamiliar or conusing. For example,Smith anticipated that the rst word

in part A, “create,” might be trouble-some or his students, especially ELLs (see fg. 1). He thereore askedstudents to explain the meaning o “create” using their own words during

the setup. Why is developing common language  so important? Developing commonlanguage gives students a way tocommunicate with one another while working in small groups and partici-pating in the whole-class discussion. Teachers can use strategies similar tothose described by Smith to supportthe development o common language,such as highlighting particular ideas,adopting students’ language, asking

students to describe key aspects in theirown words, and asking students torestate what others have said (Chapin,O’Connor, and Anderson 2003).

4. Maintain the Cognitive Demand 

 To maintain the cognitive demand,or mathematical rigor, o the task (Stein et al. 2000), avoid suggest-ing a particular solution method tostudents. Doing so robs them o the

opportunity to develop mathematicalunderstanding as they generate theirown solution methods and representa-tions. Moreover, i students solve thetask in the same way, it is unlikely thatthe concluding whole-class discus-sion will present students with urtheropportunities to develop conceptualunderstanding o mathematical ideas.

 With Dollars or Dancing, Smithcould have assisted his students by constructing a table, graph, or equa-tion. Although this would help allstudents get started, it would havealso reduced the cognitive demand o the task. Instead, Smith maintainedthe rigor by helping students under-stand important aspects o the task  while leaving solution pathways open. This action allowed students to reasonabout signicant mathematical ideasboth while solving the task and whendiscussing it at the conclusion.

Planning coMPleX tasKs

Conducting high-quality launchesrequires considerable planning.Figure 2 provides a set o questionsthat teachers can ask themselves when

planning an eective launch.Smith’s launch was eectivebecause he had identied clear learn-ing goals or the particular lesson inlight o the mathematics standardso the state in which he taught. Healso anticipated contextual eatures,mathematical ideas, and languagecentral to the task that might not besel-evident to his students. Clearly,time is o the essence in classroominstruction. Thereore, teachers have

to make judgments about what war-rants attention in the launch o a task. These judgments must be based ona clear set o mathematical goals orinstruction and knowledge o whatmight be unamiliar to students.However, the time spent planning oran eective launch is worth it. Stu-dents are much more likely to be ableto get started solving a complex task,thereby enabling the teacher to attend

to students’ thinking and plan or aconcluding whole-class discussion. This, in turn, increases the chancesthat all students will be supported tolearn signicant mathematics as they solve and discuss the task.

ReFeRences

Boaler, Jo. 2002. “Learning rom Teach-

ing: Exploring the Relationship

between Reorm Curriculum and

Equity.” Journal for Research in

 Mathematics Education 33 (July):

239–58.

Chapin, Suzanne H., Catherine

O’Connor, and Nancy Canavan

 Anderson. 2003. Classroom Discus-

sions: Using Math Talk to Help Students 

Learn. Sausalito, CA: Math Solutions.

Hiebert, James, Thomas P. Carpenter,

Elizabeth Fennema, Karen C. Fuson,

Diana Wearne, Hanlie Murray, Alwyn

Olivier, and Piet Human. 1997.

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Vol. 18, No. 1, Augus 2012 ● MatheMatics teaching in the Middle school 29

 Making Sense: Teaching and Learn-ing Mathematics with Understanding.

Portsmouth, NH: Heinemann.

 Jackson, Kara, Anne Garrison, Jonee

 Wilson, Lynsey Gibbons, and Emily 

Shahan. 2011. “Investigating How 

Setting up Cognitively Demanding

 Tasks Is Related to Opportunities to

Learn in Middle-Grades Mathematics

Classrooms.” Paper presented at the

Research Presession o the National

Council o Teachers o Mathemat-

ics Annual Meeting. Indianapolis,

Indiana.

Lappan, Glenda, James T. Fey, William

M. Fitzgerald, Susan N. Friel, and

Elizabeth Dianis Phillips. 2009. Con-

nected Mathematics Project 2. Boston:

Pearson.

McDue, Amy Roth, Kay A. Wohlhuter,

and M. Lynn Breyogle. 2011. “Tailor-

ing Tasks to Meet Students’ Needs.”

 Mathematics Teaching in the Middle 

School 16 (May): 550–55.Moschkovich, Judit. 1999. “Supporting

the Participation o English Language

Learners in Mathematical Discus-

sions.” For the Learning of Mathematics  

19 (1): 11–19.

Smith, Margaret S., Elizabeth K. Hughes,

Randi A. Engle, and Mary Kay Stein.

2009. “Orchestrating Discussions.”

 Mathematics Teaching in the Middle 

School 14 (May): 548–56.

Stein, Mary Kay, Margaret S. Smith, M.

 A. Henningsen, and Edward A. Silver.

2000. Implementing Standards-based 

 Mathematics Instruction: A Casebook for 

Professional Development. New York:

 Teachers College Press.

Van de Walle, John A., Sandra Folk,

Karen S. Karp, and Jennier M.

Bay-Williams. 2010. Elementary and 

 Middle School Mathematics: Teaching 

Developmentally. Upper Saddle River,

NJ: Pearson Education.

Kr J. Jk, kaa

[email protected], is

an assisan poesso o

aeaics educaion

a mcGill Univesiy in

moneal, Quebec. Se

ocuses e eseac on

speciying os o pacice

a encouage all leanes

o paicipae in igoous

aeaics and o o

suppo eaces o

develop suc os o

pacice. emy c. s,

eily.saan@vandebil

.edu, eaces aeaics

conen and eods

couses o eace

candidaes a Vandebil Univesiy in

Nasville, tennessee. he ineess include

e pedagogy o eace educaion and e

elaboaion o insucional pacices a

ill suppo all sudens o lean signifcan

aeaics a e seconday level.

lyy K. gbb, lynsey.gibbons@

vandebil.edu, is copleing e docoae

in aeaics educaion a Vandebil

Univesiy. he ineess include suppoing

a coaces and scool leades o assiseaces in developing ig-qualiy

insucional pacices and a eace

educaion. Pu a. cbb, paul.cobb@

vandebil.edu, is a poesso o

aeaics educaion a Vandebil

Univesiy. his eseac ocuses on

suppoing ipoveens in e qualiy o

aeaics eacing on a lage scale.

The writing o this manuscript was supported by the

National Science Foundation under grant nos. DRL-

0830029 and ESI-0554535. In addition, the National

Academy o Education/Spencer Postdoctoral Fellowship

Program supported Kara J. Jackson’s contributions to the

article. The opinions expressed do not necessarily refect

the views o either oundation. The authors acknowledge

the contributions o Melissa Boston, Glenn Colby, Anne

Garrison, Rebecca Schmidt, and Jonee Wilson to the work

presented in this article. They are grateul to Melissa

Boston, Rhonda Niemi, Carla Richards, Matt Roneldt,

Sara VanDerWer, and anonymous reviewers or useul

comments on previous drats o the manuscript.

Mathematical Goals o the Lesson

• Whatarethemathematicalgoalsforthislesson?

• Onwhatpriormathematicalunderstandingandskillsdoesthistaskbuild?

• Whatisthenew aeaics developed by is ask?

Key Contextual Features o the Task

• Whatarethekeycontextualfeaturesofthetask?

• Whichfeaturesarelikelytobeunfamiliartosomeorallofmystudents?

• HowwillIelicitanddevelopstudents’understandingofthesefeatures?

Key Mathematical Ideas o the Task

• Whatkeymathematicalideasdomystudentsneedtounderstandsothat

ey ill be able o engage in solving e ask?• Whichideasarelikelytobeunfamiliartosomeorallofmystudents?

• HowwillIelicitanddevelopstudents’understandingoftheseideas?

Development o Common Language• Whichadditionallanguageinthetaskstatementislikelytobeconfusing

o unailia o soe o all o y sudens?• HowwillIsupportmystudentstodevelopcommonlanguagetodescribe

e key conexual eaues, aeaical ideas, and addiional languagecenal o e ask?

Maintaining the Cognitive Demand

• WhatspecicallydoIneedtoavoiddoinginthelaunchsothatImaintain

e cogniive deand o e ask?

F. 2 tese planning quesions can elp launc a coplex ask eecively.


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