When designing effective instruction, having a roadmap makes all the difference. The Dick and Carey Model offers instructional designers a comprehensive, step-by-step framework for creating learning experiences that actually work. First introduced in 1978 by educational researchers Walter Dick and Lou Carey, this model transformed instructional design by treating education as an interconnected system rather than a collection of random parts. Whether you’re developing a single online lesson or an entire distance education curriculum, understanding this model gives you the tools to design instruction with precision and purpose.
Table of Contents
- What is the Dick and Carey Model?
- The systems approach philosophy
- The nine core steps
- Step 1: Identify instructional goals
- Step 2: Conduct instructional analysis
- Step 3: Analyze learners and contexts
- Step 4: Write performance objectives
- Step 5: Develop assessment instruments
- Step 6: Develop instructional strategy
- Step 7: Develop and select instructional materials
- Step 8: Design and conduct formative evaluation
- Step 9: Revise instruction
- Applying the model in distance education
- Key benefits for instructional designers
- Practical considerations
What is the Dick and Carey Model?
The Dick and Carey Model is an instructional systems design approach that views instruction as a complete system where all components work together. Unlike traditional teaching methods that focus on isolated elements, this model emphasizes how the instructor, learners, materials, instructional activities, delivery system, and learning environment interact to produce desired outcomes.
The model was originally published in 1978 in Dick and Carey’s influential book “The Systematic Design of Instruction.” What made their approach revolutionary was the recognition that effective instruction requires careful planning and integration of multiple elements. Think of it as building a house-you wouldn’t start construction without blueprints that show how the foundation, walls, and roof work together.
The systems approach philosophy
At its heart, the Dick and Carey Model operates on a systems approach. This means that the model focuses on the interrelationship between context, content, learning, and instruction. Every decision you make about one component affects the others, creating a cohesive learning experience.
This interconnected thinking is what sets the model apart. When you change your learning objectives, you must also adjust your assessments, materials, and teaching strategies. The model acknowledges these relationships and builds them into every step of the design process.
The nine core steps
The model consists of nine systematic steps that guide instructional designers from initial needs assessment to final evaluation. Let’s explore each step and understand how they work together.
Step 1: Identify instructional goals
Everything begins with clarity about what learners need to achieve. A complete goal statement should include the learners, what they’ll be able to do, the performance context, and the tools available to them. For distance education, you might define a goal like: “Adult learners will create and deliver an engaging online presentation using video conferencing tools to communicate complex information to remote audiences.”
Conducting a needs assessment helps you identify the gap between where learners currently are and where they need to be. This gap becomes the foundation for everything that follows.
Step 2: Conduct instructional analysis
Once you know your destination, you need to map the journey. Instructional analysis involves identifying the specific skills, knowledge, and attitudes learners need to achieve your goals. This step requires breaking down complex tasks into smaller, manageable components.
For instance, if your goal involves creating online presentations, your analysis might reveal that learners need technical skills with presentation software, understanding of visual design principles, and knowledge of effective online communication strategies.
Step 3: Analyze learners and contexts
Understanding your target population goes beyond basic demographics. You need to consider their prior knowledge, learning preferences, academic motivation, technology access, and attitudes toward the content. In distance education, this analysis becomes even more critical since learners may be studying from diverse locations with varying levels of internet connectivity and learning environments.
Step 4: Write performance objectives
Performance objectives translate your goals into specific, measurable outcomes. Each objective should include three components: conditions, behavior, and criteria. For example: “Using a learning management system (condition), learners will upload and organize course materials (behavior) with 100% of files correctly categorized by topic and week (criteria).”
Step 5: Develop assessment instruments
Before creating content, design how you’ll measure success. This might seem backwards, but it ensures your assessments directly align with your objectives. By writing assessments before content, instructional designers avoid testing superfluous knowledge that crept into the materials.
Step 6: Develop instructional strategy
Now you plan how learning will happen. Your instructional strategy encompasses teaching methods, learning activities, student engagement approaches, and the sequence of instruction. For distance education, this might include synchronous video sessions, asynchronous discussion forums, interactive simulations, and collaborative projects.
Step 7: Develop and select instructional materials
Instructional materials contain the content that students use to achieve objectives. This includes textbooks, videos, handouts, online modules, discussion prompts, and practice activities. Everything must align with your performance objectives and assessment instruments.
Step 8: Design and conduct formative evaluation
Formative evaluation happens during development, not after. The model recommends three types: one-to-one evaluation with individual learners, small group evaluation to identify common issues, and field evaluation in real-world settings. This ongoing testing reveals problems early when they’re easier to fix.
Step 9: Revise instruction
Based on formative evaluation data, you revise and improve your instruction. The model recognizes that design is iterative-you might need to revisit earlier steps based on what you learn. This flexibility ensures continuous improvement rather than settling for a flawed first attempt.
Applying the model in distance education
Distance education presents unique challenges that make the Dick and Carey Model particularly valuable. Without face-to-face interaction, you can’t rely on classroom dynamics to gauge understanding or adjust instruction on the fly. The model’s systematic approach ensures nothing gets overlooked.
Research shows the Dick and Carey model is particularly well-suited for blended learning environments due to its comprehensive instructional design process. The detailed learner analysis helps you create materials that work across diverse contexts-whether students are logging in from urban apartments or rural homes with limited connectivity.
Consider designing an online course on digital literacy for working professionals. You’d start by identifying that your goal is helping learners use digital tools effectively in their workplace. Your learner analysis might reveal that participants have varying comfort levels with technology, work different schedules, and need flexible pacing. This insight shapes everything from your instructional strategies (providing both live sessions and recorded content) to your assessments (offering multiple demonstration options).
The model’s emphasis on developing assessments before content proves especially valuable in distance education. It prevents the common pitfall of creating engaging materials that don’t actually measure whether students achieved the learning objectives.
Key benefits for instructional designers
The model’s primary advantage is its highly descriptive breakdown of the design and development process. With nine detailed steps compared to ADDIE’s five phases, newer instructional designers often find the granular guidance more helpful when learning the craft.
The systematic clarity becomes crucial when designing distance education where you can’t rely on spontaneous classroom adjustments. Having clear objectives and assessments from the start ensures learners know exactly what’s expected and how they’ll be evaluated.
The learner-centered focus embedded throughout the process helps create materials that genuinely serve diverse student populations. In distance education, where one-size-fits-all approaches fail spectacularly, this attention to learner characteristics and contexts makes the difference between courses students complete and those they abandon.
Finally, the built-in evaluation and revision cycles support continuous improvement. The model builds in ongoing revision, helping instructional designers think about development as an iterative and ongoing process. Distance education programs can evolve and improve over time, addressing unique challenges that emerge in online learning environments.
Practical considerations
While powerful, the Dick and Carey Model requires significant upfront investment. The model’s ten steps may seem unhelpfully excessive to some teams, and considerable work is needed before the first step even begins. For rapid development projects with tight timelines, this thoroughness might feel burdensome.
The detailed process works best for complex learning initiatives or courses that will be reused multiple times. If you’re developing a comprehensive certificate program or a foundational course for your institution, the time invested pays dividends through higher quality outcomes. For quick training on a simple topic, a lighter framework might be more appropriate.
However, even when you can’t follow every step completely, understanding the model’s logic helps you make informed shortcuts. Knowing what you’re skipping and why prevents critical oversights that undermine learning effectiveness.
What do you think? How might applying a systematic approach like the Dick and Carey Model improve the distance education courses you design? What challenges do you anticipate in implementing all nine steps for your specific learner population?
References
- https://edis.ifas.ufl.edu/publication/WC294
- https://trainingindustry.com/wiki/content-development/the-dick-and-carey-model/
- https://whatfix.com/blog/dick-carey-systems/
- https://psu.pb.unizin.org/idhandbook/chapter/dick-carey/
- https://elearningindustry.com/9-steps-to-apply-the-dick-and-carey-model-in-elearning
- https://elearningindustry.com/an-in-depth-analysis-of-the-dick-and-carey-model
- https://www.researchgate.net/publication/388810929_Comparative_Analysis_of_Instructional_Models_for_Designing_Effective_Online_Courses_ADDIE_SAM_and_Dick_Carey_Approaches
- https://people-shift.com/articles/dick-carey-instructional-design-model/
- https://www.howtoo.co/posts/the-dick-and-carey-systems-approach-model-of-instructional-design
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