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Independence:

A Montessori Journey
By Michael Dorer, EdD

Under the urge of nature and according to the laws of development, though not understood by
the adult, the child is obliged to be serious about two fundamental things.…The first is the love
of activity.…The second fundamental thing is independence. (Montessori, 1948, p. 11)

To many people, the ultimate goals of a Montessori 1. Independence increases confidence. I believe
education do not fall in the measurable domains when children make choices from a very young
of subject matter or mastery of specific techniques. age, they gain confidence in their good judgment.
Instead, the outcomes of Montessori education that As a result of increased confidence, they are more
really matter are, to some extent, intangible. Many willing to take risks and challenge themselves
Montessorians believe that children work to fulfill and therefore require more experience than less-
inner directives, and it is during such labor that the independent individuals.
more measurable goals are addressed. 2. Independence leads to greater self-reliance. Put
Possibly the foremost of the inner directives is the another way, independent people believe they are
Many Mon- child’s drive toward independence. In The Absorbent capable of dealing with life’s challenges and can
Mind, Maria Montessori wrote, “The child’s nature is guide themselves rather than having to depend
tessorians to aim directly and energetically at functional indepen- on others.
believe that dence” (Montessori, 1964, p. 83). 3. Independence leads to an increased sense of self-
children To understand the significance of independence, it worth and self-esteem. I’ve seen that encouraging
work to must be defined. Interestingly, the word independence children to accomplish tasks by themselves leads
fulfill inner is best understood as a negative. It is based on the root to an irrepressible strength in facing obstacles, as
word dependent, which means “relying on someone else well as a strong sense of self.
directives, for support, being under the power of another or others”; 4. Emotional independence—being responsible
and it is its original meaning is “hanging down from a superior for one’s own emotions and meeting one’s own
during such support, or to be held from above” (Ayto, 1990). emotional needs—encourages happiness and
labor that Independence undoes that meaning with the prefix in-, decreases stress. Emotional independence also
the more a negative, which reverses the concept of dependence enables the ability to make significant decisions
(Weekly, 1967). Thus, from its etymology, independence without needing to involve other people in the
measurable means a freedom from the power of others, not relying on decision-making process.
goals are others for support, either intellectually or functionally. 5. Intellectual independence—thinking for oneself—
addressed. So why is independence important? What is it about produces unique thought and creativity. Indepen-
independence that elevates it to the level of a central goal? dent thinkers do not simply accept the ideas or
While there are many reasons, I’ve identified 5 significant opinions of others in a passive way and are not lim-
traits that I have noticed in the hundreds of classrooms in ited by conformity of thought. I believe intellectual
which I have observed children building independence. independence is one of the core roots of creativity.

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INDEPENDENCE: A MONTESSORI JOURNEY

As we think about fostering independence, we EARLY CHILDHOOD


should remember Montessori’s famous 3 freedoms: The first guideline for building independence at the
the freedom of choice, the freedom to repeat, and the Early Childhood level is to establish a strong and via-
freedom of movement. Each of these freedoms has ble Practical Life program. It is important to emphasize
Refraining to do with independence. By allowing children free that Practical Life, while it appears to focus on a variety
from these choice, repetition for as long as they wish, and free of skills, actually has just 4 essential goals (Fernando,
unneeded movement within the classroom, children grow in 2012). Those goals are:
forms of their ability to make successful and positive decisions • the development and refinement of a sense of order,
assistance that lead to independence. • the encouragement and growth of concentration,
Of course, it is important to remember that every • coordination of movement involving both large and
allows freedom brings responsibility—and that responsibility small muscles, and
children to can be seen as another form of independence. • most important to this discussion, the development
expand their The Montessori prepared environment is an of independence.
creativity important contributor to independence (NAMTA, Ultimately, the end goal of a strong Practical Life
and inde- 2017). Two elements of the environment assist spe- program is to foster independence by means of the
cifically in addressing independence at every age other 3 goals.
pendence level. The first of these is the uncluttered display of A second important guideline is the management
of mind. materials. By maintaining clear distinctions between of intervention. The Montessori guide must recognize
subject areas, by placing all materials in clear sequen- that the power of any adult intervention can disturb
tial orders, by maintaining about a hand’s width or distract children from focus. By holding back and
between each piece of material or activity, and by intervening as little as possible and only when abso-
being sure that all materials are at or below the chil- lutely necessary, the guide creates the ability within the
dren’s eye level, we greatly empower children to children to address their own issues and work out their
strive for independence. own solutions, finally leading to independence.
While arranging materials, it is critical to avoid The third guideline is to avoid doing for children
giving away connections. This means not indicating to what they can do for themselves. This is sometimes
children the relationships between various materials exceptionally difficult when, for example, an adult could
or the creative ways those materials may be used. For accomplish something more efficiently, more quickly,
example, it is important to avoid marking on materials or possibly even better. The guide must practice self-
such as the cylinder blocks the colors that correspond discipline and have faith that the independence the child
to the Knobless Cylinders. This would give away achieves through the work is more important than the
their relationship, which the children can discover completion of any single task. This applies to work the
independently. Giving children card material that child is learning to do as well as work the child has begun
displays creative or unusual layouts also takes away the to master.
possibility of children discovering these creative acts A fourth guideline that affects the development of
on their own. Refraining from these unneeded forms independence involves the guide learning when to
of assistance allows children to expand their creativity leave a presentation or lesson. The guide needs to prac-
and independence of mind. tice leaving in the midst of the work if independence is
The second Montessori element that helps create to be a prime objective. If the guide waits to leave until
independence has to do with the freedom of choice. It the child has completed the work cycle, his or her leav-
is important that a number of choices are available in ing can easily suggest to the child that the work is now
the environment for seating and for work. These may completed and is to be put away. As a result, the work is
include floor space, low tables often called chowkies, not done except in the presence of the adult. If, on the
table space, and a raised carpeted platform, which is other hand, the guide waits until a child has completed
also used for presentations and serves as a focal point the work and then suggests that it be repeated, a new
ILLUSTRATION © HANNA BARCZYK

for group meetings. Having these choices allows chil- paradigm can be created. Once the child is in the mid-
dren to exercise their independence in determining dle of the repeated work and it is spread about the work
how, where, and with whom they will work. space, then the guide should excuse herself and quietly
At every level of Montessori education, children slip away. The child then is left with all of the materi-
work toward independence. However, at each level— als arrayed in front of him. The likelihood of his then
from Early Childhood to Adolescence—there are completing the work, absent the presence of the guide,
some particular independence strategies worth noting. is vastly increased, simply due to the child’s ability to

42 MONTESSORI LIFE
complete the work alone. Only when the children work abilities should be considered “key.” Lessons offering
away from the presence of an adult is actual indepen- details and special cases are not.
dence being exercised. With the guided discovery technique, there is never
Lastly, as a final guideline, it is important to practice a large set of potential problems, sentences, phrases,
something I call modesty of the eyes. This means trying or applications from which to choose. A single lesson
to avoid catching the child’s eyes at any time other than with 2 to 4 possible problems or applications is offered,
when directly working with her. The problem is that and after these first sample problems have been com-
when an adult makes direct eye contact with the child, pleted, the children should be encouraged to create
it can be perceived as an invitation to conversation or their own work, their own problem sets, and their own
working together, or as a correction. This can inhibit activity plan.
independence, because the child may be drawn into a For example, a general exercise could be presented
conversation with the adult or can otherwise be dis- using the Stamp Game material for division. Then the
tracted by the adult’s presence. guide can offer 3 or 4 set exercises in which there are no
The strategies discussed above may also be applied to difficulties—that is, wherein there are no remainders
children in the Elementary years and beyond. and no zeros in any place, and where the first digit of the
dividend is always larger than the divisor. Now children
ELEMENTARY may begin to create their own arithmetic examples.
By the time children reach the Elementary level, addi- When they do this, they will inevitably encounter
tional specific techniques can be implemented to foster every possible challenge. They will encounter zeros,
greater independence. There are also particular activi- remainders, and strange dividends. When they meet
ties and materials to be avoided so as not to inhibit the these challenges, they will be put in a position of
achievement of independence. discovering, or needing to discover, how to solve that
When it comes to Elementary lessons, there are 3 particular type of problem. At this point, the guide may
very important ways to encourage independence. The gather the children who are working on that particular
first of these is to implement a program of guided dis- topic to celebrate the discovery of the new challenge,
covery. Guided discovery is a valuable technique in and possibly its solution. This creates a short teachable
managing how to offer lessons as well as in helping to moment in which the technique for addressing the
develop independence. new difficulty can be introduced or summarized. This
Montessori addressed this type of discovery in Psy- is never to be a scheduled or planned lesson but instead
chogeometry (2011, p. 55): a response to the children’s real discovery.
Discovering a relationship oneself, formulating a theo- There is little doubt that Elementary children learn
rem and possessing the words to describe it correctly, is very well by talking. This knowledge has grown from Only when
truly something able to fire the imagination. A single one Wilkinson (1965), who introduced the concept of the children
of these discoveries is sufficient to open up a brilliant, oracy. “Put simply, talk, or oracy, is the foundation of
unexpected path to the mind. literacy. This should not come as a surprise to anyone.”
work away
This sort of discovery lesson is called “guided” because (Fisher, Frey, and Rothenberg, 2017, ¶10) from the
the teacher knows exactly what difficulties are ahead This means that, as a second technique, Montesso- presence
and guides the children to them. However, the adult rians must maximize the opportunities for children of an adult
does not offer a presentation for each challenge before it to speak in lessons. For example, they should be able is actual
is encountered. This technique encourages risk-taking, to “put things in their own words,” invent definitions,
self-challenge, confidence, and, ultimately, indepen- rephrase ideas, or explain their own thought processes.
indepen-
dence. Guided discovery has the additional advantage For this reason, lessons offered to Elementary chil- dence being
of making the entire curriculum more manageable, by dren should nearly always be planned for small groups of exercised.
substantially reducing the total number of formal les- at least 4 or 5, but no larger than 9 or 10. When lessons
sons that must be taught. are delivered to these small groups, incisive higher-order
In order to utilize guided discovery, it is important to discussion, which involves and encourages independent
identify the most significant or key lessons; these are and creative thought, can be a central component. A
limited, and there should not be more than 30 to 35 key creative, higher-order discussion never simply replicates
lessons in any subject area for any age group. Of course, ideas that have been generated by the adult.
most of us have albums with many more lessons, so this A third important independence-building technique
requires stringent pruning and restraint on the part of at the Elementary level is always to offer two choices
the teacher. Only lessons that offer essential skills and of follow-up work after every lesson. The number, two,

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INDEPENDENCE: A MONTESSORI JOURNEY

is not arbitrary. I found in research I conducted at St. every piece of work done by every child for exact accu-
Catherine University (2008) that it is unnecessary to racy, neatness, structure, or spelling. While it is necessary
offer three or more choices, and doing so may delay to periodically review children’s work for accuracy,
choice making. Having a choice of follow-ups offers involvement, beauty, completion, and understanding,
children a starting point for independence. The two over-checking their work produces a mindset focused
choices offered must be equal in terms of challenge and on the outcome rather than the process. As a result, chil-
difficulty, but they should be different in terms of kind. dren may begin to fear error and can become less likely
In other words, one choice might be more mathemati- to make independent, risky, or challenging choices.
cal, for example, and the other more artistic. Instead, guides should work to create a focused dis-
Moreover, children should be expected to choose cussion with the children around what challenges they
their follow-up work before they leave the lesson. After encountered, inviting them to offer examples of those
completing the work, they may do the second of the struggles and discuss how they dealt with them (even
follow-up options if they desire, or possibly one of when they were unable to solve their problems). In this
their own invention. This technique leads children to way, evaluation can be formative rather than summative,
more successful independent work time: Because they and can lead to continued growth and independence.
have made a choice, they tend to be more attentive and Finally, the Elementary class should avoid predeter-
careful with the work—and more likely to complete it mined task cards, problem cards, worksheets, workbooks,
in a timely manner. This seems to be due simply to their or fixed work plans—any and all tasks that focus on uni-
having made a conscious choice. form completion. All of these tools tend to put children
When arranging the Elementary classroom, it is into an outcome-focused mode, and these outcomes
important that the guide put out all resources that chil- have all been predetermined by the guide or by the
dren may require for independent activity, including task card or worksheet. As a result, these strategic tools
any books, forms, writing instruments, materials, and de-emphasize independence and creativity.
paper. This will allow children to build their indepen-
dence by accessing, on their own, all the resources that ADOLESCENCE
they may require, avoiding the possibility of having to At the Adolescent level, independence takes on new
ask the guide to locate essential materials. forms and new meaning. Financial independence be-
It is also important that expectations for work, lesson comes very important. Adolescents need to be able to
attendance, and completion are clear and explicit at the fulfill at least some of their wants and needs with their
A focus on Elementary level and that there are regular and pre- own money, so schools that offer Adolescent pro-
process dictable classroom routines. Having clear expectations grams need to include moneymaking projects of some
implies that and regular routines allows children to function inde- sort. These can be things like a school store, a garden
activity and pendently without repeatedly asking for directions, due with a farmers’ market, a set of craft projects, or other
learning dates, or other information for which they can learn to marketing endeavors. I know of one Adolescent pro-
be responsible on their own. gram in which students even create, market, and sell
are ongoing At this level, there are also a few things that need to be Montessori materials!
and can be avoided, as they can be impediments to independence While financial independence is important to the
informed by and, often, blockers of creativity. adolescent, so is independence in transportation.
each child’s One important thing to avoid is an emphasis on mas- Adolescents need to be able to move about their neigh-
independent tery, which represents an orientation toward product borhoods, their vicinities, or their cities easily and
rather than process. When the focus is on product, safely. Programs for adolescents aimed at independence
desire for right and wrong and exactness begin to reign supreme. must include elements that lead to mastering transport
growth and Alternatively, when the focus is on process, children pay in one’s area, be it public transportation, using taxis or
knowledge. more attention to problem solving, exploration, inves- other ride services, bicycling, or driving a car.
tigation, and creativity, all the while increasing their Adolescent programs must recognize the capability
independence. Mastery also suggests that activities have of the adolescent to plan and anticipate future learning
an end, while a focus on process implies that activity opportunities. For this reason, creating independence
and learning are ongoing and can be informed by each must include collaborative planning, since top-down
child’s independent desire for growth and knowledge. or teacher-centered planning does not encourage
As part of an effort to reduce the importance placed independence on the part of the adolescent learner.
on product/mastery, it is essential to avoid a detailed Independence grows from the decision-making of the
checking of follow-up work or assignments—reviewing adolescents themselves.

44 MONTESSORI LIFE
Planning for adolescent instruction then must allow among our learners. Instead, independence is a constant,
for flexible scheduling responsive to the requests and demanding, and overarching goal. It requires a contin-
requirements of the learners. Of course, at the same ual and ongoing commitment to its achievement on
time, it must meet school, school district, county, or the part of Montessori guides. It often calls upon the Montessori
state requirements. It is possible to create schedules adult to consciously give up behaviors and activities to programs
that both are flexible and meet those requirements. which he or she is accustomed. It certainly means will- focus upon
For example, Minnesota requires 4 credits of English ingly surrendering some of the control that adults may
for graduation (Minnesota Department of Education, wish to exert over their classes. The reward for this diffi- indepen-
2010). But these courses can be flexibly arranged in cult undertaking is the independent human beings who dence in
many configurations. graduate from our Montessori programs: They are the thought,
As much as Elementary guides need to foster higher- fulfillment of one of our most exalted goals. emotions,
order thinking in their students, so too do Adolescent creativity,
guides. It is not a matter of simply allowing divergent MICHAEL DORER, EdD, is a senior consultant for The Montessori
thinking but of actively encouraging it. Independence Foundation, with a specialization in Montessori theory, prac-
expression,
of thought must be supported in every possible way, tice, and curriculum. He is AMS-credentialed (Early Childhood, style, and
such as by rewarding initiative, encouraging role-play- Elementary I) and AMI-credentialed (Elementary I–II). He has leadership.
ing and brainstorming, asking open-ended questions, authored seven Montessori textbooks, including The Deep Well of
and using concept and mind maps. Time: The Transformative Power of Storytelling in the Classroom.
In conventional middle and high schools, teachers He is a former president of the AMS Board of Directors. Contact
typically occupy one particular classroom and stu- him at mjdorer@gmail.com.
dents migrate from room to room throughout their day.
This may be important for some sorts of classes, such References
as laboratories, greenhouses, art studios, and musical Ayto, J. (1990). Dictionary of word origins. New York: Arcade Publishing.
Cambridge University Press. (2017). Cambridge dictionary. Retrieved from www.dictionary.
practice rooms. However, for many subject areas, it cambridge.org/us/dictionary/english/independence.
is more efficient and more respectful to the learners Dorer, M. (2008). Follow-up choices. Unpublished manuscript. St. Paul, MN: St. Catherine
University.
if they are allowed to stay in a home classroom while Fernando, C. D. (2012). Introduction and rationale in Practical Life. Michael Dorer (Ed.).
the teachers rotate from space to space. This sort of Privately published.
Fisher, D., Frey, N. & Rothenberg, C. (2017). Content-area conversations. Retrieved from
respectful behavior honors the learner-centered focus www.ascd.org/publications/books/108035/chapters/Why-Talk-Is-Important-
of the Montessori environment. Within a learner- in-Classrooms.aspx.
centered school, young people are more likely to be Minnesota Department of Education. (2010). Minnesota academic standards: English
Language Arts K–12. St. Paul, MN: Department of Education.
able to achieve independence since their personhood Montessori, M. (1948). What you should know about your child. Tamil Nadu, India:
is respected so highly. Kalakshetra Publications.
Montessori, M. (1964). The absorbent mind. Wheaton, IL: The Theosophical Press.
Finally, it is important that students at the Adoles- Montessori, M. (2011/1934). Psychogeometry. Benedetto Scoppola (Ed., Trans.), Kay
cent level have significant leadership opportunities. Baker (Ed.). Laren, Netherlands: Montessori-Pierson Publishing Company.
NAMTA. (2017). The prepared environment. Retrieved from www.montessori-
This is done through collaborative planning, flexible namta.org/The-Prepared-Environment.
scheduling, creative curriculum development, encour- Robinson, M. (2015). Why the classes at Phillips Exeter are different than at any other
private school. Retrieved from www.businessinsider.com/phillips-exeter-harkness-
agement of intellectual independence, and the use table-2014-11.
of such creative learning approaches as the Harkness Weekly, E. (1967). An etymological dictionary of modern English. New York: Dover.
table (Robinson, 2015). At the same time, it is essen- Wilkinson, A. (1965). Spoken English. Birmingham, UK: University of Birmingham.

tial that programs working with adolescents emphasize


followership: the ability to work within a committee,
collective, task force, or other group form with a leader.

CONCLUSION
In summary, independence is the centerpiece of all
Montessori education. It should never be our objective
to create, develop, support, or encourage dependency.
Instead, Montessori programs focus upon indepen-
dence in thought, emotion, creativity, expression, style,
and leadership.
There is no single lesson, presentation, piece of material,
or shelf arrangement that by itself creates independence

SPRING 2018 45
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