Embodied Instruction: An Exploration and Qualitative Comparison of Expression and Performance of Yoga Instruction

Abstract

Background: An inclusive, whole-child model of education is shifting the paradigm into an integrative mind-body approach. Toward contextualizing learning at the close of the cartesian era, the current work explores embodied instruction through the lens of a teacher whose primary focus is the integration of mind and body. Perhaps the longest standing curriculum aimed at embodied learning, yoga provides a unique perspective on techniques and experiences of embodied teaching.

Method: This case study employed an in-depth explorative participatory design to observe instructor intentions in and performance of instruction. Consecutive interviews (5) in conjunction with participatory observation of weekly classes (8) were audio recorded, transcribed verbatim, and triangulated with researcher memos. A grounded and comparative methodology was used to analyze expressed understanding of embodied learning and performed instruction.

Results: In-depth interviews revealed four themes of expressed understanding of embodied instruction: energetic state, personality of instruction, inviting experience and student vulnerability. Participatory observations revealed four themes of performance of embodied instruction: scoping, cadence, silence, and inviting practice. Overlap in expressed understanding and observed instruction were found in each theme. An example of the expressed understanding of a thematic concept is inviting experience: “If someone comes in the very first time and the teacher is very invasive and says, “Do this, do this, do this.” And the next pose the teacher is hovering over them, you are not going to go back. You are going to hate it so much [I] let people be really all over the place at the beginning as long as they are safe. [I] allow them that kind of freedom, initially”. This was further supported in the observed instruction; an example of this is: “We’re going to play with [a posture]. that firmness in your abs, engage the core so a foot might lift. Maybe both feet.” And “with the arms firm, maybe the legs straighten”.

Conclusion: The current study yields preliminary insight into yoga instruction strategies to support further development of embodied teaching and learning.

Introduction

The Cartesian era is rounding a close. Traditional western mentalist thinking in schools no longer serves our goals as educators in an inclusive whole-child model. Through models of embodied cognition, embodied language, and neuroscience evidence for instructional practices that reunite body and mind is growing increasing traction Macedonia (2019). However, specific pedagogical and epistemic components of embodied instruction are not yet part of the educational psychology cannon. Here, we define embodied instruction as an instructional methodology that encompasses the application and use of multimodal communication within a classroom context. Embodied instruction is mainly about teachers or instructors being consciously aware of the moves that they make and the tools they use in the classroom. Similar to metacognition, which deals with thinking about one’s own thoughts and processing that information. Embodied instruction deals with an educator’s ability to think about (connecting mind and body) their instructional practices and reflecting on how their pedagogy and resources contribute to the design of the students’ learning experience.

Regarding the traditional classroom, embodied instruction has been defined as classroom pedagogy that uses the body in space and time (Nguyen and Larson, 2015). However, the construct is new enough to require more inquiry and operationalization. Embodied pedagogy is a novel way to approach traditional classroom learning. Lim (2021) offers a multimodal perspective on embodied pedagogy including gesturing and use of space while Munro (2018) offers learning strategies. In a 2 × 2 taxonomy of embodied learning, Skulmowski and Rey, 2018 suggest that task integration and bodily engagement may be used to assess the embodiment of certain instructional choices. Yet, to date, little is explored around teacher beliefs of embodied instruction and how those beliefs interact with performed embodied instruction.

According to Bandura (1978) reciprocal determinism is an educational psychology concept that stems from the social cognitive perspective based on this idea that one’s thoughts, feelings, beliefs, and environment all influence each other in determining a person’s actions in a certain situation or circumstance. In other words, how we act is influenced by the environment, individual characteristics, and behavior. In fact, all three factors are influenced by each other in a reciprocal and intertwined manner. Similarly, embodied instruction and learning views learning and teaching as an entangled and joined union between the body and the mind in a physical and mental act of knowledge construction. This mind-body/physical-mental union entails thoughtful awareness of one’s own body, space, and social context.

Thus, a potential curriculum that may inform embodied pedagogy is one that focuses exclusively on embodied learning and embodied instruction. Yoga holds such a goal in its very etiology. Deriving from sanskrit, yoga is commonly cited as meaning to “yoke” or unite. Additionally, yoga is uniquely positioned to inform such inquiry as it is a form of experiential learning led by a qualified teacher (Musial, 2011). The long-standing tradition of embodied instruction is demonstrated by the lineage-base of yoga curriculum Broad (2012). Scholars often discuss that yoga treats mind, body, and spirit as an integrated unit Tyberg (1940). The four main components of yoga in schools are voluntary breathing, purposeful movement, mindful meditation and relaxation (Butzer et al., 2015; Matko et al., 2021).

While it is outside the scope of the current work, it should be noted that there is a great deal of evidence for the efficacy of yoga in schools toward overall wellness (Frank et al., 2014; Waechter et al., 2021). Skill acquisition includes embodied mindfulness Salmon et al. (2009), physical fitness (Butzer et al., 2016), existential introspection (Khalsa, 2015), and resilience Reeves and Holden (2016). Mechanisms of learning or instruction are less often explored but Gangadhar, 2015 postulated that physical imitation of postures may increase feelings of connectedness in clinical populations (2015). While pivotal work continues to be done to understand yoga instruction and mechanisms of change, the current study seeks to understand embodied teaching (i.e. expressed perception and performed instruction) that may transcend specific curriculum.

By shifting the focus from yoga itself to learning, both the educational psychology and yoga research fields may gain meaningful traction toward conceptualizing embodied teaching and contextualizing embodied learning.

This case study was designed to identify potential parameters that may inform subsequent research. Indeed, little to no research has been done in the area of yoga instruction to inform classroom instruction. As such, it is not consistent with the aim or methodologies to test hypotheses. Rather, this qualitative study is an open inquiry to identify naturally emerging themes of expressed understanding (e.g. epistemology) and performance (e.g. pedagogy) of embodied learning through the lens of a public recreational yoga class instructor.

Methodology

Employing an in-depth exploratory design involving consecutive interviews (5) sequentially aligned with participatory observation of weekly classes (8). The instructor and students participating in the observation were informed and consented to be part of the research. This study was approved by the authors Institutional Review Board.

Participant and Setting

Using purposive sampling (Patton, 1990) a popular local yoga instructor who also had experience in a traditional classroom was selected. The yoga instructor participant had over 15-years of yoga teaching experience with a 200 h RYT (Registered Yoga Teacher certification and trainings in numerous lineage-based styles of yoga (i.e. Iyengar and Yin). In addition, the yoga instructor participant was actively teaching English classes at a local community college at the time, and therefore able to reflect on the transcendent nature of embodied instruction topics discussed. Classes observed were weekly classes open to all local students. The classes were 50-min long and consisted of the four previously mentioned components of yoga in schools: voluntary breathing, physical postures (and purposeful movement), meditation and relaxation. Most classes had between eight and twenty students from a diverse campus population. The classes were secular in nature and offered a blend of traditional postures, breathing and mindful movements with a themed playlist of modern music.

Data Collection

To gather information about expressed understanding of embodied instruction, four in-depth semi-structured interviews with the participant and researcher as conversational partners (Rubin and Rubin, 2007) were strategically and sequentially scheduled between yoga class observations. Each interview lasted between 60- and 90-min. Interviews were audio-recorded and transcribed verbatim. To explore performed embodied instruction, eight participatory observations (Emerson et al., 1995) were scheduled. Each class was 50-min long. Classes were audio recorded and transcribed verbatim.

Other sources of data collected include memos, notes, and student surveys. Finally, a fifth in-depth interview structured around the overall findings was used as a participant check for accuracy (Creswell and Miller, 2000; Creswell and Clark, 2004; Hamilton, 2020). This interview was not transcribed or coded. However, research memos were used to gain insight into the post-hoc expression of any further pedagogical concepts.

Analysis

Using grounded theory (Charmaz, 2003) and a theoretical lens derived preliminary beliefs investigation (Reeves and Azim, 2016), an iterative coding process using constant comparative methods was used to identify themes of embodied instruction. This happened in five overlapping phases. First, interviews were coded for expressed beliefs and intentions using an open line-by-line coding. Then, observations were organized into segments and synthesized with researcher memos, with subsequent memoing of possible overlap. Third, interviews were recorded using emergent line-by-line concepts and a reciprocal deterministic framework (Bandura, 1978). Phases one through three informed a flexibly designed codebook of persistent concepts (i.e. themes). To triangulate the transcriptions, observations, and student surveys the flexible codebook was used within, ATLAS. ti seven software to code for presence of concepts and to identify the areas of intersection amongst themes. Finally, class observations were systematically analyzed for theme presence using a fuzzy-set dichotomous data matrix (Schneider and Wagemann, 2015) in order to identify whether expressed understanding could be interpreted by performance.

Findings

Findings presented offer initial themes that may further meaningful interpretation of expressed and performed understanding of embodied instruction. Through persistent concepts (i.e. themes), intersections of concepts, and observed presence of themes performed during instruction, the current findings offer insight into the conceptualization and contextualization of embodied learning.

Persistent Findings

The iterative process of the project allowed persistent findings to be identified across expression and performance. Persistent themes were developed through defining and redefining concepts discussed: Embodied Learning/Experiential Change, Instructional Technique/Instruction Choice, Personality of Instruction, Connecting, Energetic State, Pacing/Cadence, Inviting Experience, and Scoping. Table 1 presents examples of these findings.

Embodied learning and experiential change dealt with the participants learning through experience how their mind and body were processing and adjusting to the yoga movements. During this process, it was imperative that the participants make quick adjustments to their poses that not only aligned with the yoga poses, but also what felt right based on how and what they were learning from the instructor. Instructor beliefs around this theme were the experiential and transformational aspects of feeling the body in the yoga.

Instructional Techniques/Instruction Choice centered around the instructor’s pedagogical ability and experience to know how and when to make the best instructional choices and changes in the moment while still requesting the students to master the various yoga techniques. This is evident in the instructor’s word choice and quick adjustments to the technique/poses in the moment.

Personality of Instruction encompasses the importance of teacher or instructor personal characteristics on the classroom context and how it impacts or alters one’s classroom learning experience. Instructor beliefs displayed a commitment to and belief in diversity in personality and class persona.

Connecting involved discussion around relational and social learning demonstrated by student teacher connection-points as well as student-to-student connections. Instructor beliefs around this illustrated the importance of attentive and relational instructor choices as it relates to student experience.

Energetic State was a persistent discussion point around intangible assessment via scoping the classroom or a felt sense. The term was derived from en vivo code of transcription describing the choices made based on the class’ “group energetic state” in the beginning of class. The theme appeared in other parts of the interview and researcher memos. For example, when asked about the ability to evenly time postures as observed, the interviewee had difficulty explaining any method of timing he simply “felt agitation in his body” and moved from the posture. This supports the research design and future directions using a multi-layered data collection technique.

Pacing/Cadence was discussed as instruction choice based on an internal assessment of student needs. It was measured through timestamps and observation memos as well as stated beliefs by the instructor.

Inviting Experience was a belief and observation of instruction technique commonly stated as an important way to increase student engagement. Evidence of performance was gleaned from class observation memo and transcription. Instructor beliefs around inviting described a desire to allow students to choose what class choices they wanted to make.

Scoping was a stated instructional choice around assessing students’ reception of instruction and watching for safety. It was noted in observational memos as well as stated as a belief around describing how to cue or modify language.

Intersections

Coding and frequency analysis allowed for intersections between themes to be analyzed. Intersections demonstrate ways information about overlap in thematic expression which may inform the lead of ideas and concepts. The following intersections were observed: Inviting Experience always intersected with another theme; Connecting (e.g. student vulnerability) often intersected with embodied change; Connecting with Students intersected with every theme except pacing; Teaching Technique/Instructional Choice and Embodied Learning/Experiential Change intersected most often with other themes; Pacing/Cadence intersected the least with other themes.

Presence of Expressed Themes Performed

Presence of construct are coded using fuzzy-set dichotomous codes (Schneider and Wagemann, 2015). Threshold and identification was designed by theme (i.e. at least once; 25%; etc.) and informed by interview data (0 = construct not present or identified, 1 = construct present or identified). Inter-rater reliability was used to discern the presence of a particular theme in the observation—when agreement was not made on the presence the code was labeled as a * instead of one or 0. There was discrepancy in the most common theme, Embodied Change and Energy. Attribution of discrepancy was around subtle belief or experience differences in researchers. Pacing was present in every observation by way of timestamps. Inviting Experience and personality of instructor were observed during a majority of the observations (6 of the eight classes). Scoping was not observed in a majority of the observations (2 of the eight classes). Table 2 presents the fuzzy-set data analysis.

Post-hoc Expression

The final interview was designed to be a form of participant checking after analysis. This interview data allowed for discussion around themes and probing around the themes observed in classes. While most of the discussion confirmed findings, depth of understanding was also gained. For example, when asked about the ability to evenly time postures as observed, the interviewee had difficulty explaining any method of timing he simply “felt agitation in his body” and moved from the posture. This supports the research design and future directions using a multi-layered data collection technique.

Discussion

The current findings offer insight into the beliefs and performance around embodied instruction from a mind-body-centric instructor (i.e. yoga). Specifically, the findings fall into two categories: 1) Beliefs about embodied learning and instruction; and 3) Specific strategies of embodied instruction.

Beliefs About Embodied Learning and Instruction

The strongest belief around embodied learning was presented in the ways that the participant discussed experiential learning through awareness of the body. This concept may prove to be useful in understanding teacher buy-in of embodied learning. As teacher beliefs are connected to student outcomes (Usher and Pajares, 2008) it is important to consider the belief in the student’s ability to learn through their own embodied experiences.

These beliefs may also influence self-efficacy or confident performance of the instructor. For example, the observed accuracy in which pacing happened between sides (e.g. right and left) seemed unconsciously performed. This belief in embodied learning and trust in oneself as a teacher to impart it seemed an important, though difficult to consciously reproduce, component to the ease in which embodied instruction was provided. Another possible explanation may be a mastery status of embodied learning (Seligman, 2003). Once a level of mastery has been reached an automaticity in action relinquishes the need for acute attention. Mastery, or performance at an automatized level, may explain difficulty expressed in explaining the precision in which specific postures were paced. Researchers across fields do not agree on ways to measure, assess, or evaluate mastery. In the future, however, including theoretical or empirical exploration on this embodied mastery in embodied instruction may offer rich insight into embodied learning itself.

An interesting finding around the role of embodied instructors was personality and style. The participant expressed the importance of diversity and choice in personality. The expressed theme of personality, in style and teacher, is one such finding. Groessl et al. (2015) suggests that mechanisms of change are observable and have connection to style or personality of instruction, however the work centers around observed expression and not through the teachers’ identified beliefs or expressions of understanding. Future work that incorporates both self-reported (i.e. expressed) understanding and observed (i.e. performed) understanding would more properly illuminate individual differences of instructors. This finding is supported by work in an existing research field: educational psychology.

Specific Strategies of Embodied Instruction

Specific teachable strategies in the current findings include: 1) Inviting; 2) Scoping; and 3) Connecting.

The finding of Inviting Practice in the interviews was underscored by discussion around the instructor “inviting” instead of “telling”. For example: “Unless they are doing something that is dangerous [I] just let them go and do. Then, if they come back and they start to come back regularly, then [I] focus more on “Why don’t you try this?” “Why don’t you try that?” Inviting experience into a contemplative discipline has been studied in similar research. In the Handbook of Mindfulness in Education Roeser explores inviting through a literary analysis of mindfulness instruction over time. One of the qualitatively observable performances of teachers in mindfulness practice is inviting experience (Roeser, 2016). Of the themes that dominated the interviews and observations, Inviting Experience was an expressed theme with significant frequency in observations. Roeser (2016) literary analysis through observations and verbatim transcriptions similar to the current study’s observations; however, software use and specific analysis techniques differ. Future research could use this analysis with expressed understanding (i.e. interviews) and student expressed experience to better understand the impact of the presence, or lack, of inviting experience might help contextualize the context more.

Scoping was a theme specifically discussed as class energy and individual student assessment. The concept of class energy is novel to the traditional classroom but it may conflict with long-held beliefs around behavior management. The current findings suggest possible strategies offering a balance or compliment to class energy. For example, if it is perceived through scoping that the energy of the class is high and excited the instructor would offer activity that could compliment the energy and offer an opportunity for engagement. If applied instead of authoritative structures (i.e. sit and be quiet) in the traditional classroom this may lessen disappointment of unmet expectations around obedient/subservient behavior and decrease student to teacher friction. Also, potentially important in this discourse is the current finding of Connecting.

Research on mindfulness practice in psychology also informs the intersection observed of student vulnerability and connectedness. The overlap (50%) in expressed understanding of student vulnerability and expressed importance in connection to students suggests that a feeling of connectedness to students is an important component of the yoga practice, specifically in holding a safe emotional space. In a theoretical and qualitative exploration of yoga instruction, McClure (2015) talks about the holding environment or the container. Connectedness may be a component of this container. Kabat-Zinn (1994), believes that connectedness plays a part in the process of learning through mindfulness. His popular training (i.e. MBSR: Mindfulness Based Stress Reduction) incorporates components of yoga and culminates in compassion practice that attempts to build from, and increase, feelings of connectedness. Theoretical research may also drive an understanding of intersections and overlap. Specifically, the overlap (50%) in student vulnerability and connectedness may align with constructs of social cognitive learning. Vygotsky (1978) suggests that learning is social in nature and that feeling of connectedness may be reciprocal and predict performance.

Limitations

The current study aimed to explore the beliefs and performance of embodied instruction by a single instructor of embodied learning and therefore is not generalizable across mind-body, yoga, or instructional practices. Future research should explore the themes that emerged to better understand the transferability to the traditional classroom.

Furthermore, while performance of some of these belief constructs were observed, not all themes could be seen by researchers. Similarly, some themes observed, such as mastery of instruction through pacing or cadence were difficult to express through interviews. For example, Embodied Learning/Experiential Change and student Energetic State is an important component of interviews, however, can only be subjectively observed without student feedback or probing. More in-depth examination and perhaps measurement of the shared understanding or experience of embodied learning should be done.

Conclusion

The current study offers preliminary concepts of embodied instruction beliefs and strategies that may be used by an embodied instructor. Through in-depth interviews and class observations, themes emerged that demonstrated beliefs such as experiential embodied change, group/collective energy, connection with students, personality of instructor that are supported by concepts of mastery, self-efficacy, and individual differences. Furthermore, these interviews and class observations revealed strategies such as scoping, cadence, and inviting experience that are supported by current work in mindfulness training, social cognitive learning, and reciprocal determinism.

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