From Model to Toolkit: Supporting Theory-in-action

Current Version 3.5.1

Released Wednesday 25th January 2017

Version 3.5.1 makes a minor correction to formula so that the pie chart representations of learning spaces (or technologies) draw on an embedded table. This means that any modification of the validated data range (Overview) requires a regeneration of the weekly/topic embedded table (in the grey band across the bottom of each sheet). This ensures that by selecting from the filtered table (Weekly/Topic) all instances greater than zero results in a pie chart which only displays spaces or technologies in use.

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Please access the latest version of a populated Master Excel file for master-sole-v3-5-1 here.


The toolkit is a deliberately  ‘low-tech’ solution, nothing more than an Excel spreadsheet that can be developed by academic developers, used by academic teaching staff, and shared with students.

SOLE Model Weekly or Topic View
SOLE Model Weekly or Topic View

As the early iterations of the SOLE model were explored with academic colleagues, the original goals were revised in response to the demand to ‘actualise’ the model in some meaningful way. The embodying of theory within a model became a quest to embed the theoretical principles within a practical manifestation of the model.

The model, without the associated toolkit, is in itself a team discussion tool, a course-based instrument for planning and development, and a means of visualising one’s practice and assumptions about that practice. The toolkit provides much the same opportunities but also allows the academic, and ultimately the student, to work ‘within’ a learning design, diagnosing expected activity, adjusting the balance of engagement through the development process, and describing (as an advanced organiser) what the learning might look like and providing opportunities for ongoing evaluation. The first version of the toolkit, as an Excel 2007 Spreadsheet, was shared with staff in a series of workshops in May and June 2010 at Massey University, New Zealand.

The focus of the toolkit developed for the workshops was to support staff in ‘student workload’ planning, seeking to make transparent the activities in which students were being encouraged to engage (Atkinson, 2010). Version 1.1 of the toolkit, released online in May 2010, had a number of features intended to be of use to academic staff and students;

  • An initial overview sheet contains summary data that need be entered only once (total hours, number of weeks, course descriptions, learning outcomes) and which is then populated across subsequent ‘unit’ views;
  • A summary table on each unit view pulls data from the overview and displays calculations of student time in each engagement area;
  • The time allocations are summed and displayed clearly, including whether in that unit time is ahead or behind the norm or allocated amount;
  • An automatically generated pie chart provides quick visual information to a student to remind them that there is a balance of activities with which to engage.

It is hoped that staff will share their resulting ‘patterns’ as models of pedagogical approaches. It is also anticipated that staff would, in many cases, leave the spreadsheets open for students to complete with actual details of activity and time recorded. In both cases, this offers the prospects of ongoing evaluation and development of learning designs through ‘shareable representations of beliefs and of practice‘ (Conole et al., 2004, p. 18).  The intention is that the spreadsheet toolkit produces a clear visual representation that is given to the student to form an advanced organiser. A review of the completed spreadsheets would perhaps then act as a useful evaluation exercise, identifying activities that were particularly beneficial or making clear a learning designer’s unrealistic expectations.

Further iterations of the toolkit have followed and in September 2010 version 1.2 was released on the Internet, expanding the toolset for staff and students. As well as a revised explanatory worksheet that detailed the nine effective elements of the model with extensive guidance and questions and prompts towards effective practice, an option was included to allow for the ‘actual’ time spent to be recorded by students on a distributed version of the toolkit as a spreadsheet rather than as a PDF for printing. The pedagogical guidance embedded in the toolkit is intended to be layered, so that in column C of the spreadsheet a cell with a detailed description of an element has an embedded comment associated with it, in column D each guiding question to support reflection also has an embedded comment and individual resources in column E can support institutionally contextualised guidance.

Staff also are provided with the opportunity to detail the assessment requirements and provide students with a repeated sense of the effective alignment of learning outcomes, assessment, and teaching and learning activities.

Version 2.3 (August 2011) introduced a ‘dashboard’ allowing the course designer to see the distribution of student workload across all the weeks, or learning units, and version 2.4 (October 2011) saw the incorporation of a ‘Weekly Objectives’ view, drawing together the weekly objectives set against the module outcomes for the first time. Each iteration is designed to provide staff and students with greater transparency of the learning design intention.  Version 2.4 was also distributed as a fully populated exemplar, rather than a blank template to aid its deconstruction and usage.

Version 3.0 (September 2014) incorporated a greater degree of tracking opportunities, allowing students to record their progress as well as allowing faculty to sequence activities to further support the learner journey. Version 3.5 (May 2015) added a whole new dimension, that of visually representing the modes or environments in which learning is planned to take place. For some designers, this appears more meaningful to them than the ‘abstract’ concepts of ‘modes of engagement’ or the elements of the SOLE model however it is strongly advised that people continue to map activity against the model in order to provide the most meaningful view for students and to aid their meta-cognition.

One of the reasons for choosing to adopt a familiar desktop spreadsheet application as the basis for a toolkit was to avoid any need for students to download any additional software, and to see the toolkit as something adaptable, personalised, and shareable. For the majority of students, the software is expected to be familiar but for those who have not engaged with spreadsheets before it can be argued that to do so would have beneficial consequences. Spreadsheets can still, it is suggested, provide a rich and meaningful environment in which students can take ownership of information.

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